Return of Organization Exempt from Income
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40 1P OMB NO 15450047 Form 990 Return of Organization Exempt From Income Tax Under section 501(c), 527, or 0947(a)(1) of the Internal Revenue Code (except black lung 2001 benefit trust or private foundation) Open to Public Department v1 the Treasury e,iemei aeenue Samce " The organizabon may have to use a copy al this return to satisfy state reporting requirements Inspection A For the 2007 calendar y, or tax year beqmninq 7 /1 .2001 . and zo n2 B Checkilapplicebla G Name of organization D Employer Identll u.. IRS M DAddress change ianei or Fidelity Investments Charitable 11-0303001 prlnl or F-1 Name change Number and street (or PO box d mail is not delivered to si e ieiepnonanumoei F-lInNalretum Sea 82 Devonshire Street, R22C 800-682-443 N spe~ffl. City or [own state or country and ZIP + 4 OFinalretum inawc F Accounting method aAmended return aApplicahon pending * Section 507(c)(l) organizations and 4%7(a)(1) nonexempt charitable R trusts must attach a completed Schedule A (Form 990 or 990-EZ) H(a) Is this a group return for affiliates? Elves E]No c wen sire ll~ www charitableqift o H(b) If 'Yes,' enter number of afiliates 1 N /A H(c) Are all affiliates included? [:]Yes [:]No J Organization type (check only one) la, 507(c) ( j ) .4 (insert no ) [:] 49a7(a)(7) or 527 [K] (II'NO,' attach a list See inswcuone ) N /A Hid) Is this a separate return filed by an K CheckherelOiltheorganizationsgrossreceiplsarerormaltynotmorelhanS25000Theoigan¢abon or9am¢ahon covered by a arouo ruhnq7 F-1 Yes FYI No need not file a return with the IRS but if the organization received a Form 990 Package in the mail it should file a return without financial data Soma states require a complete return M Check fa~ ~ittheorqamuuonisnotrequiredt0attach L Gross receipts Add lines 6b Bb 9b and 70b to line 12 1 1 , 60 3, $ 0 fi, 18 9 Sch B (Form 990 990-EZ or 990.PF Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances See S eufic Instructions on page 16 1 Contributions, gifts, grants, and similar amounts received a Direct public support 1a 655 221 194 b Indirect public support 1b 80 232 999 c Government contributions (grants) 1c d Total (add lines to through 1c) (cash $ 770 . X47 . 242 noncash $ 4 F5, t Fi , 9Ol ) Id 735 , 454 , 143 2 Program service revenue including government fees and contracts (from Part VII line 93) 2 3 Membership dues and assessments 3 4 Interest on savings and temporary cash investments 4 5 Dividends and interest from securities 5 52 , 740 , 760 6a Gross rents 6a b Less rental expenses 6b c Net rental income or (loss) (subtract line 6b from line 6a) tic 7 Other investment income (describe " 7 d Ba Gross amount from sales of assets JA) Securities (B) Othe 'w other than inventory St-at 1 815 ]I 11 8a b Less cost or other basis and sales expenses S 9 5 311 7 57 Bb N c Gain or (loss) (attach schedule) -3 0,0 00 , 476 8c d Net gam or (loss) (combine brie 8c, columns (A) and (B)) Bd -30 , 000 , 476 p 9 Special events and activities (attach schedule) a Gross revenue (not including $ of Lai contributions reported on line 1 a) 9a b Less direct expenses other than fundraising expenses 9b c Net income or (loss) from special events (subtract line 9b from line 9a) 9c 10a Gross sales of inventory, less returns and allowances 10a b Less cost of goods sold 10b - c Gross profit or (loss) from sales of inventory (attach schedule) (subtract line 10b from brie 10a) 10c 11 Other revenue (from Part VII, brie 103) ` ,.~~+y~ 11 72 Total revenue (add lines 1d, 2, 3, 4, 5, tic, 7, 8d, .9c, 10c, n `~~+~ ~ faU - 12 758 199 427 73 Program services (from line 44, column (B)) ~ 13 756 , 690 , 139 14 Management and general (from brie 44, column (C)) N A a 14 3 , 023 , 542 m 15 Fundraising (from line 44, column (D)) ~~~ V 'G' ~Oa~ t!) 15 8 929 , 298 16 Payments to affiliates (attach schedule) 17 Total expenses add lines 16 and 44, column A OLDEN , UT ¢0 17, 768 , 642 , 979 18 Excess or (defeat) for the year (subtract brie 17 from brie 12) -~"'~ 18 - 1 0 , 448 , 552 19 Net assets or fund balances at beginning of year (from line 73, column (A)) 19 2 6 4 8 , 760 , 694 20 Other changes in net assets or fund balances (attach explanation) Stat 2 p -249,282,369 Z ~ 21 Net assets or fund balances at end of year (combine lines 18, 19, and 20) F2 1 r -2, 389, 029, 773 For Paperwork Reduction Act Notice, see the separate instructions Form 990 X2007) ISA /~ '~ STFFED1Y23F1 ' ' \- 0 Form 990 (2001) 0 Page 2 Part II Statement of All agaiiz:at~ mmcanpletemerm(a) copmns(e) (c) and (0) aerequired fasedim501(c)(3) and (4) orgarvAlorts arid Functional Expenses section 4947(a)(1) rmommplchaAableo-ussdnoptional fix others (See Speck Inshictions on page 21 Do not include amounts reported on line (a Total (B) Program (C) Management (D) Fundraising 66, 86, 96, 706, or 16 0l Part I serv,ces and general 22 Grants and allocations (attach schedule) (cash 1 7 50 .975 .802 nOnC25hS Stat 3 1 22 750 975 802 75() , 975 , 802 23 Specific assistance to individuals (attach schedule) 23 24 Benefits paid to or for members (attach schedule) 24 25 Compensation of officers, directors, etc 25 52 1,50 0 2 00 26 Other salaries and wages 26 77n 27 Pension plan contributions 27 28 Other employee benefits 28 q a 29 Payroll taxes 29 30 Professional fundraising fees 30 31 Accounting fees 31 32 legal fees 32 33 Supplies 33 34 Telephone 34 35 Postage and shipping 35 36 Occupancy 36 1, 0 37 Equipment rental and maintenance 37 38 Printing and publications 38 39 Travel 39 40 Conferences conventions and meetings 40 41 Interest 41 42 Deprecation, depletion, etc (attach schedule) 42 43 Other expenses notcovered above (demrze) a ~.~~a~a " =" ~o 43a 4 26 , 7 52 121 OS 06 b .. ~ 0 43b 865 125 71 939 500 393 292 , 793 c 43c d 43d e 43e 44 Total functional expenses (add lines 2211vagh 43) Organizations completing columns(8) " ID),farrythese totals tolines iJ " 15 44 768,642,979 756,690,139 3,023,542 8,929,298 Joint Costs Check tl~ E] if you are following SOP 98-2 Are any point costs from a combined educational campaign and fundraising solicitation reported in (B) Program services? " 0 Yes FK] No If 'Yes," enter (i) the aggregate amount of these point costs $ , (n) the amount allocated to Program services 8 , (n) the amount allocated to Management and general E , and (rv) the amount allocated to Fundraising $ on oaae 24 What is the organization's primary exempt purposes " seat 3a ~'aJ"m be^"ee AllorgaiaahonsmusldescnhetheirexernpipurposeactnevementsmadearandconusemannaStatethenumbelofdoMsserved,puhlicaUOns ExPertses Im 501(l)(3) (4) issued, etc Discuss achievements that are not measurable (Section 501(c)(3) and (4) arganiulions and 4947(a)(1) nonexompl chantable trusts myM0°`°° .,a4wrh "t9mm'" m must also enter the amount of grants and allocations to others 1 a~b w.+i a Stat 3a - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - (Grants and allocations $ 750, 975, eoz ) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - (Grants and allocations $ ) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - (Grants and allocations $ ) - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - (Grants and allocations S ) e Other program services (attach schedule) (Grants and allocations $ f Total of Program Service Expenses (should equal line 44, column (B), Program services) " 756,690 . 139 Form 990 (2001) SW FEDf 937E I r 0 0 Form 990 (2001) Page 3 Part IV Balance Sheets (See Specific Instructions on page 24 ) Note Where requued attached schedules and amounts within the descnplion (A) (B) column should be for end-of-year amounts only Beginning of year End of year 45 Cash-non-interest-bearing 5 534 340 45 3 526 281 46 Savings and temporary cash investments 46 47a Accounts receivable 47a 1, 398, 495 b Less allowance for doubtful accounts 47b 29 , 062 , 677 47c 1 , 348 , 445 48a Pledges receivable 48a b Less allowance for doubtful accounts 48b 48c 49 Grants receivable 49 50 Recervables from officers, directors, trustees and key employees (attach schedule) 50 51a Other notes and loans receivable (attach y schedule) 51a d b Less allowance for doubtful accounts 51b 51c m Q" 52 Inventories for sale or use 52 53 Prepaid expenses and deferred charges 53 54 Investments-securities (attach schedule) " E] Cost F&] FMV 2 , 598 , 032 , 773 54 2 , 359 , 096 , 385 scat a 55a Investments - land, bwldings,and equipment basis 55a b Less accumulated depreciation (attach schedule) 55b SSc 56 Investments - other (attach schedule) 56 57a Land, buildings and equipment basis 57a b Less accumulated deprecation (attach schedule) 57b 57c 58 Other assets (described Stat 5 ) 48 , 265 , 223 58 32 030 147 59 Total assets (add lines 45 through 58) (must equal line 74) 2 , 680 , 915 , 013 59 2 396 , 001 , 258 60 Accounts payable and accrued expenses 32 154 319 60 6 971 985 61 Grants payable 61 62 Deferred revenue 62 m 63 Loans from officers, directors, trustees, and key employees (attach - schedule) 63 q 64a Tax-exempt