f..990-pf - return of private...
TRANSCRIPT
- Return of Private Foundation - OM9N0 154500
or Section 4947 (a)(1) Nonexempt Charitable Trust c~ Treated as a Private Foundation 0,001 Department of the Treasury
and For calendar yep G Check all that Amended return
Use the IRS label MASTER CRAFTSMEN FOUNDATION
Otherwise, Number and street (or P O box number if mail is not delivered to street address) pool
CEO i1MB BANK or type See Specific P O BOX 419266
Instructions City or town, state, and ZIP code
KANSAS CITY MO 69141-6226
H Check type of organ¢ahon X Section 501(c)(3) exempt private foundation
Room/suite B Telephone number (see page 10 of the instructions)
C Ilexemptan~pplobone , ~ ~ penanp cneck nee " ~-
p 7 Foreign orpanlxawm check mere ~ LJ
7 Foreign organurabons meeting Me 05% test Cheek fete and amn , computation
E It prNab founairon staNa waf [enmlmw
under demo 507(o)(1MA) Ne[k pert 1 D
F It the foundation n h a 6Pmonm termini under sectnn5a7(eMt%B) Chark here
(d) Disbursements (c) Adjusted net (or charitable
income ourooses
1 Fair market value of all assets at end J Accounting method U Cash U Accrual of year (homPartll col (c) line Other(specAy) 761 . 2 ads (Pert I column (d) must be on cash bass
Li~ Analysis of Revenue and Expenses (The total of amounts in columns (b), (c) and (d) may not necessarily equal the amounts m column aJ (see page 10 0l the instructions
1 ContrI7utnna, pGb pant e¢ rece~0 (atGCh schedule) ask " ~ J the found.,, .. ., not required 10
attach Sch B Z Distributions from split-interest trusts
3 Interest on uhngs and temporary cash investments
4 Dividends and interest from securities
5a Gross rents
d b (Net rental income or (loss) )
6 a Net gain or (loss) from sale d assets not on line 70 m b Gross tiles pace for all y assets on une6a 691,566
7 Capital gain net income (from Part IV, line 2)
8 Net short-term capital gain
9 Income modifications 10a Gross tiles less realms
and allwances
b Less Cast of goods sold LL
c Gross profit or (loss) (attach schedule)
11 Other income (attach schedule) _ _,, ___
(a) Revenue and (b) Net investment expenses per income books
Iu iEi4io 3 00 For Paperwork Reduction Act Nonce, see the instructions
5UFOICA 2789 05/06/2002 12 39 04 V01-6 02-023-04141-448 Form 990-PF (2001 )
3
\ . '~ F ..990-PF
of organization Employer Identificabon number
1 3 Compensation of oRi ers
Mr
eIc
d t 4 Other employee s_ n and wages Q Afi~}
15 Pension plans, em ~ bj,~D GV~+
K 16a Legal lees (attach s le)
b Accounting fees (aft ch c p~p~yn~ ~l. > u~-- y c Other professional( s
aft
A :. 17 Interest _ N c 1 B Tapes (attach schedule) (see page t, of tG9b4Cctic5s)
<J 9 19 Depreciation (attach schedule) and depletion O
ZO Occupancy . .
0 c 21 Travel, conferences, and meetings
of 22 Printing and publications
23 Other expenses (attach schedule)
d 24 Total operating and administrative expenses a O Add lines 13 through 23
25 Contributions, gifts, grants paid 26 Total ex nsn and disbursements, Add lines 24 and ZS 27 Subtract line 26 from line 12
a Fsce.. of revenue ever erpensen, and disbursements b Net investment income (if negative, enter -0-)
Value Book Value
24 Unrestricted
A 25 Temporarily restricted
to 26 Permanently restricted
°c Organizations that do not follow SFAS 117, ,~ check here and complete lines 27 through 31 1 X 0 27 Capital stock, trust principal, or current funds 2
d 28 Paid in or capital surplus or Land bl0g and equipment fund
29 Retained earnings accumulated income endwrtnent or other funds N
30 Total net assets or fund balances (see page 17 0l the d Z instructions) 2
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions 2
Analysis of Changes in Net Assets or Fund Balances
t Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return)
2 Enter amount from Part I, line 27a 3 Other increases not included inline 2(item¢e) " ______________________ 4 Add lines 1, 2, and 3 s Decreases not included in line 2 (itemize) 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30
1E7/703000
SUFOAA 2789 05/06/2002 12 39 04 V01-6 02-023-04141-448 4
Attached uhedules and amwnis in the Balance Sheets Description column should be for
end of ear amounts an ly ( See instructions
1 Cash - non-interest-bearing
2 Savings and temporary wsh investments
3 Accounts receivable III
Less allowance for doubtful accounts
4 Pledges receivable
Less allowance for doubtful accounts
5 Grants recerrable
6 Recervables due from officers, directors, trustees, and other
disqualilied persons (attach schedule) (see page 75 0l the instructions) 7 Other notes and loans receivable (attach schedule) 1 _ ----
Less allowance for doubtful accounts t
H 8 Inventories (or sale or use
9 Prepaid expenses and deferred charges n Q 10 a Investments U 5 and stale government obligations (attach schedule)
b Investments - corporate stock (attach schedule) $1'DZT 6 c Investments - corporate bonds (attach schedule) $'1'14T 7
11 investments land buildings III and equipment basis ------------------Less accumulated depreciation (attach schedule) ---
12 Investments - mortgage loans , ,
13 Investments - other (attach schedule) 14 Land buildings and
equipment basis Less accumulated depreciation 1 (attach schedule) _ _ _ _ _ _ _
15 Other assets (describe III _ _ )
7 6 Total assets (to be completed by all filers -see page 16 of
17 Accounts payable and accrued expenses
18 Grants payable
19 Deferred revenue
20 Loans from officers directors trustees and other disqualified persons
21 Mortgages and other notes payable (attach schedule)
22 Other liabilities (describe 1 _ )
Organizations that follow SFAS 117, check here " L and complete lines 24 through 26 and lines 30 and 31
2,102,907 21,333
2,124,240
Form 990-PF(zooi)
Com plete only for assets showing gain in column (h) and owned by the foundation on 12131/69
(i) F M V as of 12/31/69 (j) Adjusted basis (k) Excess of col (p as of 12/31/69 over col 0), d any
(p Gams (Col (h) gam minus col (k), but not less than b) or
Losses (from col (h))
Was the organization liable for the section 4942 tax on the distributable amount of any year in the base penod? F__] Yes X No If 'Yes," the organization does not qualify under section 4940(e) Do not complete this part
1 Enter the appropriate amount in each column for each year, see page 18 of the instruc4ons before making any entries
Distribution ratio (b) dmded by cal (c))
0 04086899104 0 04961261695 0 04362361994 0 10571084609 0 07824269195
0 31805876597
955 .582 1996 010
7 Add lines 5 and 6
8 Enter qualifying distributions from Part XII, line 4 . . ~ - 1 8 1 52,265 II line 8 is equal to or greater than line 7 check the box in Pan VI line 1 to and complete that part using a 7% lax rate SK tie Pan VI instructions on page 18
J51~ e, 4w 3 000 Form 990-P F (2001)
5UFOAA 2789 05/06/2002 12 39 04 V01-6 02-023-04141-448 5
(a) List and describe the kind(s) of property sold (e g , real estate, 2-story back warehouse, or common stock, 200 shs MLC Co )
a SEE PART IV SCFF.DULE b c d e
(e) Grow sales pnce (p Depreciation allowed (g) Cost or other basis (or allowable) plus expense of sale
C
3
acquimd (c) Dale acquired (d) Date sold
Into , day, Yr )
(h) Gain or (loss) (e) plus (f) minus (g)
If gain, also enter in Part I, line; 2 Capital gain net income or (net capital loss) { It (loss), enter -0- in Part I, line 7 } 2 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the insVUChons) ,r If flnss) enter -0- m Part I Imp A , 3
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Base period years Calendar year
7999 1998
(e) Adjusted qualifying distributions
000
ICI Net value of nonchanlablnuse assets
842 .019
2 Total of line 1, column (d) . . . . . 3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
4 Enter the net value of noncharitable-use assets for 2001 from Part X, line 5 1 4
S Multiply line 4 by line 3 1 5
6 Enter 1 °.6 of net investment income (1% of Part I, line 27b)
Excise Tax Based on Investment Income (Section 4940(3),,!942L , 4940(e), or 4948 - see pay
7 a Exempt operating foundations described in section 4940(d)(2), check here
0.
and enter "N/A" on line 1
Date of ruling letter - _ - _ _ _ _ _ _ (attach copy of ruling letter of necessary - see instructions)
b Domestic or anaations that meet the section 4940(e) requirements in Part V, check
here " ~ and enter 7 % of Part I, line 27b c All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
Z Tat under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
3 Add lines 1 and 2
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)
5 Tax based on investment income Subtract line 4 from line 3 II zero or less, enter -0-
6 Credits/Payments a 2001 estimated lax payments and 2000 overpayment credited to 2001 6 a 7 , 920
b Exempt foreign organizations - tax withheld at source 6 b NONE
c Tax paid with application for extension of time to file (Forth 8868) 6c NONE
d Backup withholding erroneously withheld ~ 6d
7 Total credits and payments Add lines 6a through 6d
8 Enter any penalty for underpayment of estimated tax Check here F-1 if Form 2220 is attached
9 Tax due II the total of lines 5 and 8 is more than line 7, enter amount owed
10 Overpayment II line 7 is more than the total of lines 5 and 8, enter the amount overpaid
7
Statements Regarding Activities t a During the tax year, did the organization attempt to influence any national, state, or local legislation or did Yes No
it participate or intervene in any political campaign'! 1 a X
b Did it spend more than E700 during the year (either directly or indirectly) for political purposes (see page
19 of the instructions for definition)? _ 1 b X
I! the answer is 'Yes' to 7a or 16, attach e detailed description of the activities end copies of any materials
published or distributed by the organization in connection with the actmhes
c Did the organization file Form 1120-POL for this yeah 1 c X
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year
(7) On the organization 1~ E (2) On organization managers " E
e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed
on organization managers 11~ $ Z Has the organization engaged in any activities that have not previously been reported to the IRS 2 X
11 'Yes, ' attach e detailed description of the activities
3 Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? /I 'Yes' attach a con/armed copy a1 the changes 3 X
4 a Did the organization have unrelated business gross income of $1,000 or more during the year? 4a X
b If 'Yes," has it filed a tax return on Form 990-T for this year? db N A
5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X
11'Yes,' attach the statement required 6y General Instruction T
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either
By language in the governing instrument or
By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? _ 6 X
7 Did the organization have at least $5,000 in assets at any time during the yin If 'Yes 'rompleta Pert ll, cal (c), and Part XV 7 X
8 a Enter the states to which the foundation reports or with which it is registered (see gape 19 0l the
instructions) Ili. MISSOURI
b If the answer is "Yes" to line 7, has the organization furnished a copy of Form 99OPF to the Attorney General (or designate) of each slate as required by General Instruction G7 If 'No ' attach explanation 8 b X
9 Is the organization claiming status as a private operating foundation within the meaning of section 49420(3) or 49420(5) for calendar year 2001 or the taxable year beginning in 2001 (see instructions for Part XIV on
page 25)? H "Yes 'complete ParT XIV 9 X 10 Did any persons become substantial contributors during the tax yea(? If 'Yes "attach a schedule listing then names and addresses 10 X t 7 Did the organization comply with the public inspection requirements for its annual returns and exemption apphwtion9 I 11 ~ ~ X
Web site address " ________________NfA 12 The books are in care of "_?1MB_BANK _____________ ____________________ Telephone no "S816j860-7000
Locatedat ~P- 0 - BOX- 419226 -KANSAS- CITY-_MO ___ ___ _ LP+q ~---_ 64141-6226 ________ 13 Section 4947(a)(1) nonexempt charitable trusts filing Form 990PF in lieu of Form 7041 -Check here "~
and enter the amount of tax-exempt interest received or accrued during the year 1 I 17 I
Forth 990-PF (2001) Ieu.o . 000
5UFOXA 2789 05/06/2002 12 39-04 VO1-6 02-023-04141-448 6
5 Form 990-PF
Statements Reciardinq Activities for
SUFORA 2789 05/06/2002 12 39 04 V01-6 02-023-04141-448 7
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies
7 a During the year did the organization (either directly or indirectly)
(1) Engage in the sale or eXchange,'or leasing of property with a disqualified person'! , 0 Yes NNo
(7) Borrow money from, lend money to, or otherwise extend credit to (or accept n from)
a disqualified person? . ~ Ves X No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? Yes X No
(d) Pay compensation to, or pay or reimburse the expenses of, a disqualified person'! Yes X No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)'! - ~ Yes N No
(6) Agree to pay money or property to a government official? (Exception Check No
if the organization agreed to make a grant to or to employ we official for a period after termination of government service, if terminating within 90 days ) E] Yes ~X No
b If any answer is Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53 4941(d)-3 or in a current notice regarding disaster assistance (see page 19 0l the instructions)? �._.,
Organizations relying on a current notice regarding disaster assistance check here ~ U
c Did the organization engage in a prior year in any of the acts described in la, other than excepted acts,
that were not corrected before the first day of the lax year beginning m 20017
2 Taxes on failure to distribute income (section 4942) (does nod apply for years the organization was a private
operating foundation defined in section 4942Q)(3) or 49420(5))
a At the end of tax year 2001, did the organization have any undistributed income (lines 6d
and 6e, Part XIII) for fax year(s) beginning before 20017 ElYes NNo
II "Yes ;" list the years p . _ _ _ _ -- _ _ _ _ ,
b Are there any years listed in 2a for which we organization is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's undistributed income? (II applying section 4942(a)(2)
to all years listed, answer' No" and attach statement - see page 19 0l the instructions ) 2b
c II the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here
3 a Did the organization hold more than a 2% direct or indirect interest in any business
enterprise at any time during the year? D Yes ~X No
b If 'Yes " did it have excess business holdings in 2001 as a result of (1) any purchase by the organization
or disqualified persons after May 26, 1969, (Z) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720 to determine
i1 the organization had excess business holdings m 2001 )
4 a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? b Did the organization make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable
purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2001? . bb 5 a During the year did the organization pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))'! E]Yes N No (2) Influence the outcome of any specific public election (see section 4955), or to carry
on, directly or indirectly, any voter registration drive? Yes X No
(3) Provide a grant to an individual for travel, study, or other similar purposes? e Yes BX No
(4) Provide a grant to an organization other than a charitable, etc , organization described
in section 509(a)(1), (2), or (3), or section 4940(d)(2)7 E Yes N No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals ~ Yes ~X No
b II any answer is "Vas to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 20 of the instructions)? So
Organizations relying on a current notice regarding disaster assistance check here
c II the answer is "Yes" to question Sa(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grant? , 1:1 Yes OX No
Il 'Yes,' attach the statement required 6y Regulations section 53 49455(d)
6 a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Dyes ~X No
b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6 b 11 you answered 'Yes'to 66 also rile Form 8870
Forth 980-PF(2001)
JSA 1E1450 " 000
Summary of Direct Charitable Activities
List the foundations four largest direct charitable actiHties during the tax year Include relevant statistical information such as the number of organizations and other beneficiaries carved, conferences convened research papers produced etc
1 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
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Fortn990-PF (2001)
1 E 1460 3 000
5UFOICA 2789 05/06/2002 12 39 04 V01-6 02-023-04141-448 8
Form 99bPF(2001) 43-1377578 Page 6 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors
(o) nue ana average I ~~t~~~+a~w~~ I lad co~mcuwn m I lel ~~ account (a) Name and address fours per veek (If not paid, enter ~mo~WR ~~ plans devoted to position ~1 ma aefmea canpennfon other allowarcxs
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-------------------------------------1 I I I 2 Compensation of flue highest-paid employees (other than those Included on line 1 - see page 21 of the Instructions).
It none, enter "NONE " (b) Title and aremge (e) Contriewona m (e) Expense account (e) Name and address of each employee paid more than S50 000 fours per week (c) Compensation employee oenata plans
nces devoted to position +no aaronm compenvuon older allowa
NOT-APPLICABLE_____________ __ T
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Five highest-paid Independent contractors for professional services - (see page 21 of the Instructions) H none, enter 11-- 11
NOT APPLICABLE
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NONE
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All oilier program-Ie1atG0 imT5lmencz J¢¢ page 11 0l ine mstNCtions
3 NONE -------------------
Ti:" Minimum Investment Return (All domestic foundations must complete this I see page 22 of the instructions )
Fair market value of assets not used (or held for use) directly m carrying out charitable, etc ,
S,
purposes a Average monthly tar market value of securities b Average of monthly cash balances c Fair market value of all other assets (see page 22 of the instructions) d Total (add lines 1a, b, and c) e Reduction claimed for blockage or other factors reported on lines 1 a and
1c (attach detailed explanation) I 1 e Acquisition indebtedness applicable to line 1 assets Subtract fine 2 from line 1d Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see page 23 of the instructions) Net value of noneharitable-use assets Subtract line 4 from line 3 Enter here and on Part V, line 4 Minimum Investment return Enter 5°h of line 5
1a
2
4 5
Distributable Amount (see page 23 of the instructions) (Section 49420(3) and 0)(5) private foundations and certain foreign organizations check here ~ and do not complete this par
1 Minimum investment return from Part X, line 6 . 1 2 a Tax on investment income for 2001 tram Part VI, line 5 2a 1,727 b Income tax for 2001 (This does not include the tax from Part VI ) 2b c Add tines 2a and 2b 2c
3 Distnbutable amount before adjustments Subtract tine 2c from tine 1 3 I I 4 a Recoveries of amounts treated as qualifying distributions 4a NONE
b Income distributions from section 4947(a)(2) trusts 4b c Add lines 4a and 4b 4c
5 Add tines 3 and 4c 5 I 8 Deduction from distributable amount (see page 23 of the instructions) 6
7 Distributable amount as ad justed Subtract line 6 from line 5 Enter here and on Part XIII line 1
ORM Qualifying Distributions (see page 23 of the instructions)
7 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 1 a b Program-related investments - Total from Part IX-B
2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc ,
52,265
purposes z Amounts set aside for specific charitable projects that satisfy the Suitability test (prior IRS approval required) 3a Cash distribution test (attach the required schedule) 3b Qualifying distributions Add lines 1 a through 3b Enter here and on Part V, line B and Part XIII, line 4 4 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1°.6 of Part I, line 27b (see page 24 of the instructions) 5 Adjusted qualifying distributions Subtract line 5 from line 4 6 Note The amount online 6 will be used in Part V, column (b), m subsequent years when calculafing whether the foundation
qualifies for the section 4940(e) reduction of tax in those years
3 a b
4 5
6
JSA 1Et4 70I000
9 5UFOAA 2789 05/06/2002 12 .39 04 V01-6 02-023-04141-448
2
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2 7 4
Amount
Form 990-PF (2007)
43-1377578
Undistributed Income (see page 24 of the instructions)
(a) (b) rtpus
I Years prior to 2000
JSA tEUE04 000
10 SUFORA 2789 05/06/2002 12 39 04 V01-6 02-023-04141-448
Form 990-PF
Distributahle amount for 2001 from Part XI,
line 7
2 Undistributed income d arty, as a lie end W 2000
a Enter amount for 2000 only
b Toiallorpnayears 1999
3 Excess distributions carryover, if any, to 2001 a From 1996 59 45'
b From 1997 133 52 .
c From 1998 NOE
d From 1999 , 1 937
e From 2000 NO!
f Total of lines 3a through e , ,
4 Qualifying distributions for 2001 from Part
XII,line 4 . 52,265
a Applied to 2000 but not more than line 2a ,
b Applied to undistributed income of poor years (Election required -see page 24 of the instructions)
c Treated as distributions out of corpus (Election required - see page 24 0l the instructions)
d Applied to 2001 distribulable amount
e Remaining amount distributed out of corpus 6 Excess distributions carryover applied to 2001
/M an amount appears m column (d) the same amount must 6e shown in column (a)
6 Enter the net total of each column as Indicated below
a Corpus Add lines 3f, 4c, and 4e Subtract line 5
b Prior years' undistributed income Subtract line 4b from line 2b
c Enter the amount of prior years undistnbuted income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed ,
d Subtract line 6c from line 6b Taxable
amount - see page 25 0l the instructions Undistributed income far 2000 Subtract line 4a from line 2a Taxable amount see page 25 of the instructions
f Undistributed income for 2001 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2002
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E) or 4942(p)(3) (see papa 25 of the instructions) .
8 Excess distributions carryover from 1996 not applied on line 5 or line 7 (see page 25 of the instructions)
9 Excess distributions carryover to 2002 Subtract lines 7 and B from line 6a
10 Analysis of line 9 a Excess from 1997 125 2
b Excess from 1998 . r
c Excess from 1999
d Excess from 2000 r e Fmess from 70111 r
B
W (d) 2000 2001
119 , 991
NONE
NONE
52 , 265
67 , 726
NONE
Fdm`J`JU-YF (1001)
11 the foundation has received a ruling or determination letter that d is a private operating foundation, and the ruling is effective tar 2001, enter the date of the ruling
descnbed m b Check box to indicate wt
2 a Enter the lesser M the
adjusted net income from
Part I or the minimum investment return horn Part X for each year listed .
b BS% of line 2a
Oualilymp distributors horn Pan EII Ilne t loi eatli ynr IsroO
If Amounts Included in lure 2c not used directly for aclen, conduct of exempt iuM+uee
e oualMmp amMwona nude directly for .cone conduct 0 exempt acOntles Subtract line 2d from line 2c
3 Complete 7a b or c for me alternative test mired upon
d '(p5t5'i2RNGIltest -enter
(1) V71VloI "Ildaeb (2) Value ol~aubauiolfynp
under usernom .s.20xaKexi)
b 'Eneowmenfattemapatest Enter 213 of minimum investment return h. in Pan % INS 61or each year In4V
C "SUppoTarremametest enter
(1) Total ri oftherNan gross imestment Income (mundane, dencends rents payments on securitIes loans (sactron 512(a)(5)) or ro7.alon)
(2) Support from general public ono 5 0r more exempt Wirrinizations as provided in section 494iQY3MB%x7
(3) Largest amount of suppon tram an exempt organization
SEE STATEMENT 10 tE14907000 FOrm990-PF (200,)
5UFORA 2789 05/06/2002 12 .39.04 V01-6 02-023-04141-448 11
Private
/~/ Supplementary Information (Complete this part only Ii the organization had $5,000 or more In assets at any time during the year - see page 26 of the instructions )
Information Regarding Foundation Managers a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than E5,000) (See section 507(d)(2) )
N/A b List any managers of the foundation who own 10°.6 or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest
NONE
2 Information Re ardmg Contribution, Grant, Gift, Loan, Scholarship, etc., Programs' Check here 1 r if the organization only makes contributions to preseittted charitable organizations and Goes not accept unsolicited requests for Nnds
If the organization makes gills, grants, etc (see page 26 0l tie inserudons) la indmduals a organizations under other conditions, complete hems 7a, b, c, and d
a The name, address, and telephone number of the person to whom applications should be addressed
b The form in which applications should be submitted and information and materials they should include APPLICATIONS MUST BE SUBMITTED IN WRITING AND INCLUDE A GENERAL STATII4ENT ABOUT THE FUNCTION OF THE PARTICULAR CHARITY
c Any submission deadlines
NONE
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, lands of institutions . or other
(actors
3 me tear or w roves ror r 11 recipient is an individual Foundation shoe any relationship to any foundation manager
status d
. ~ . .~,~~..,~ .~~ ... . . .. ., . ., ., recipient
Purpose of gaol or contribution
b Approved for future payment
JSA
IEt491 3000
SUFOICA 2789 05/06/2002 12 39 04 V01-6 02-023-04141-448 12
Recipient
Name and address (home or business)
a Paid during the year
SEE STATIIMM;T 11
Amount
Fog 990-PF (zoot)
11
1 Program service revenue
a
b
c d
e f
g Fees and contracts from government agencies
Z Membership dues and assessments
3 interest on sarongs and temporary cash investments
d Dividends and interest from securities
5 Net rental income or (loss) from real estate
a Debt-financed property
b Not debt-financed property
6 Net rental income or (loss) from personal property
7 Other investment income
8 Gain or (loss) from sales of assets other than urventc
9 Net income or (loss) from special events
7 0 Gross profit or (loss) from sales of inventory t t Other revenue a
b
c
d
e
12 Subtotal Add columns (b), (d), and (e)
13 Total Add line 12, columns (b) (d), and (e) X13 - 10
JSA i E1492 4 ooa
SUFOAA 2789 05/06/2002 12 39 04 V01-6 02-023-04141-448 13
Form 99OPF (2001)
Enter gross amounts unless otherwise indicated
43-1377578
1-1 (y) ~c~ (d) ~unaion mco Business I I Exclusion I I Me oaae 26
Relationship of Activities to the Accomplishment of Exempt Purposes Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
Line No the accomplishment of the organizations exempt purposes (other than by providing funds for such purposes) (See V ~ page 27 of the instructions )
Form 990-PF (saoi)
Form990-PF 7001 43-1377578 Page 12
hkiff Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Did the organization directly or indirectly engage in any of the following with any other organization descnbed in section
501(c) of the Code (other khan section 501(c)(3) organizations) or in section 527, relating to political organiratxms?
a Transfers from the reporting organization to a noncharrtable exempt organization of
(1) Cash
(2) Other assets
b Other Transactions (1) Sales of assets to a nonchantable exempt organization
(2) Purchases of assets from a noncharRable exempt organization
(3) Rental of facilities, equipment, or other assets
(4) Reimbursement arrangements
(5) Loans or loan guarantees
(6) Performance of services or membership or fundraising solicitations c Sharing of facilities, equipment, mailing lists, other assets, or paid employees d II the answer to any of the above is "Yes; complete the following schedule Column (b) should always show the fair market
value of the goods, other assets, or services given by the reporting organization If the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services
2 a Is the organization directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section SOt(c)(3)) or in section 527? D Yes ~X No
JSA tEt49]]000
5UFORA 2789 05/06/2002
Under penalties of penury I declare that I nave examined this return including accompanying schedules and statements and to the best of my knovledge and belief it is
true correct and comlete Declaration of preparer {other than taxpayer or fid
d ' Signature of o cer or bust d 2 c i = Preparels OI Y C
A q 0 Signature yVY a j Firm's name r yours ERNST 6 YOUNG
if self~mplo ), ad s, 1555 CALIFORNIA and ZIP code
FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
Date Date sold Kind of Property Description p acquired
Gross sale Depreciation Cost or FMV Add basis Excess of Gain price less allowed/ other as of as of FMV over or
ex penses of sale allowable has?, 12/11169 12131169 ad basis
[MB BANK - SEE ATTACHED STATEMENT A VARIOUS VARIOUS
50,846 . 143,595 -88,749
OMB BANK - SEE ATTACHED STATEMENT B VARIOUS VARIOUS
372,338 402,734 -30,396
[JMB BANK - SEE ATTACHED STATII4ENT B VARIOUS VARIOUS
243,628 91,660 151,968
SJMB BANK - GENERAL ELECTRIC (CASH IN LIE
27 27
ilMB BANK - SEE STATEMENT C 01/05/1991 03/06/2001
20,727 . 9,067 11,660
TOTAL GAIN(LOSS) . 44,510
,730 ,aoo 5UFOKA 2789 05/06/2002 12 :39 :04 V01-6 02-023-04141-448 15 is 1 E
Account Title : C4$T MASTER CRAFTSMEN FOUNDATION 80 VMB -98-780632009
Account Number: ea-2eosazoo
,B A N K Tax 1 D . Number aa-ians1e _
DETAIL OF SHORT-TERM CAPITAL GAINS AND LOSSES
Unite Description Date Date Gross Sales Cost or Short-term Acquired Sold Price Other Bass GaiNLoss
SHORT-TERN SALES REPORTED ON FORK 1089-8
160 800 AT&T WIRELESS SERVICES INC 10/30/2000 10/18/3001 2 042 2 538 -496 500 000 EMC CORPORATION MASSACHUSETTS 03/06/3001 10/78/2001 5 710 27 830 -15 820 354 540 GOVT NATIONAL MTG ASSN POOLI 567033 5 50% DUE 8-15 2016 11107/2001 12/17/1001 356 383 -8
1 500 000 1 AOAUNE% CORP 02/72/2001 05/03/2001 73 459 55 218 -31 760 2 000 000 LUCENT TECHNOLOGIES INC ' 10/30/3000 05/03/4007 37 858 62 521 -40 582
50 000 ZIFOIER HOLDINGS INC 05/03/2001 08/31/2001 1 321 1 314 -3 ---- ------ ----------- ----- -----
TOTAL SHORT-TERM SALES REPORTED ON 1099-8 54 848 143 585 -BB 749
COST BASIS AND ACQUISITION GATES SHOWN ON THIS GAI AND LOSS S HEOULE ARE L IMITED TO THE EXTENT THAT WE HAVE BEEN FURNISHED CORRECT INFORMATION ON ASSETS PURL ASED OUTS ID OF THIS ACCO NT
�� ���, Important Tax Return Document Enclosed STATEMENT
Account Trtle : p157 MASTER CRAFTSMEN FOUNDATION 88 -BB-780632008 U M B Account Number : 08_zsosa:oos
B A N Tax I.D . Number : ea-iarrs7e K
DETAIL OF LONG-TERM CAPITAL GAINS AND LOSSES
Units Description Date Date Gross Sales Coat or Long-term
Acquired Sold Price Other Base Gain/Loss
QUALIFIED 5-YEAH GAIN SALES REPORTED ON FORM 1008-8 ---------------------------- -----------------------
50 000 000 ANXEUSER BUSCH COS INC 6 BOS NT WE 10-1-4007 08/30/1883 01/48/2001 60 000 49 867 33 600 000 COLOAiE-PAllYO11YE GO 07105/7887 05/03/2001 33 538 6 713 28 326 98 650 GOVT NATIONAL 4TG ASSN POOLI 000824 9S DUE 8-20-2007 07/30/1987 01/22/2007 100 99 1 100 450 OOY7 NATIONAL YTG ASSN POOL* 000824 9S DUE B-30-4002 07/30/1887 02/30/2001 100 100 101 450 GOVT NATIONAL NTO ASSN POOL7 000824 9% DUE 8-20-2002 07/30/1087 03/20/3001 101 101 101 370 GOVT NATIONAL YTO ASSN POOL? 000874 9S DUE 8-20-2001 07/30/7887 04/20/2007 702 101 1 105 990 GOVT NATIONAL YTG ASSN POOLS 000824 9S DUE 8-20-2002 07/30/1887 05/21/2007 108 105 1
108 380 OOY1 NATIONAL YTG ASSN POOLS 000824 9S DUE 6-20-7002 07/30/7887 06/20/2001 108 707 1 173 880 GOVT NATIONAL YTG ASSN POOL) 000824 8S DUE 8-20-4007 07/30/7087 07/40/7001 114 113 1 267 170 GOVT NATIONAL YTp ASSN POOLI 000874 9S DUE 8-20-2002 07/30/1987 08/20/2001 281 260 2 83 750 GOVT NATIONAL YT6 ASSN POOL! 00081 9S DUE B-20-2007 07/30/1887 09/20/4001 04 93 1 82 140 GOVT NATIONAL YTO ASSN POOL! 000844 9Y DUE 8-20-7002 07/30/1887 10/47/7001 92 91 1 83 380 GOVT NATIONAL YTG ASSN GOOD 000824 91 DUE 8-20-2002 07/30/1887 11/20/2001 91 82 153 760 GOVT NATIONAL MID ASSN POOLI 000874 9f DUE 8-20-2001 07/30/1987 17/20/2007 153 152 1 300 000 GENERAL ELECTRIC CO 12/11/1884 05/03/2001 14 700 1 367 13 333 100 000 GENERAL ELECTRIC CO 12/11/1992 05/03/2001 a 800 e58 4 444 100 000 GENERAL ELECTRIC CO 13/11/1882 05/03/2001 / 800 456 4 444
1 000 000 GILLETTE CO O7/05/7881 05/03/2001 28 140 7 308 10 BaO 500 000 PEPSI CO INC 01/05/1991 05/03/2001 22 264 5 689 16 575 500 000 PEFSICO INC 01/05/1881 10/78/3001 13 494 5 688 17 805 800 000 PFIZER INC 01/20I1994 03/08/2001 38 645 4 768 33 877 550 000 U0 FINANCIAL CORP 01/05/1881 02/12/2001 20 556 9 080 11 486 40 DOD 211WEA HOLDINGS INC 07/30/1887 08/31/2007 1 057 303 875
TOTAL QUALIFIED 5-YEAR GAIN SALES REPORTED ON 7088 B Yea 678 91 680 751 BBB `
207 MAXIMUM RATE SALES REPORTED ON FORM 1088-8 -----------------------------------------
0 800 AT&T WIRELESS SERVICES INC 11123/IBBB 07/2012007 10 21 -11 187 e80 AT&T WIRELESS SERVICES INC 77/73/1888 70/18/2001 2 442 6 870 -4 438 280 820 AT&T WIRELESS SERVICES INC 09/24/1888 10/18/2007 3 875 4 824 -1 249
1 000 000 BURLINGTON RESOURCES INC 10/48/1888 07/10/2007 51 573 35 813 16 880 1 000 000 COMPAQ COMPUTER CORP 11/43/1888 03/06/2007 22 718 14 788 -2 569
50 000 000 FEDERAL HOME LOAN MORTGAGE COMP 8 501 DEB WE 07/26/7888 09/05/3007 50 000 50 000 7-28-2008/00
50 000 000 FEDERAL NATIONAL MORTGAGE ASSN 6 38% YTN WE 7-16-2008/0 07/2<17888 08/13/7007 50 000 49 838 62 1
e2 870 FED NATIONAL YTG ASSN POOL/ 38e954 7% DUE B-1-200e 08/41/1887 07/25/7001 43 43 43 710 FED NATIONAL YTG ASSN POOLE 38e954 7% DUE 8-1-4004 08/21/1887 02/26/2001 43 44 -7
2 776 e70 FED NATIONAL YTG ASSN POOL! 38e954 7% DUE 8-7-7004 08/2171887 03/26/7001 2 778 2 806 -30 38 860 FED NATIONAL YTG ASSN GOOtf 30485e 7% DUE 8-1-2004 08721/7887 04/25/3001 e0 40 85 510 FED NATIONAL YTG ASSN POOLS 384854 7% DUE 8-1-3004 08/21/1887 05/25/2001 66 65 76 880 FED NATIONAL YTG ASSN COOL! 384858 7% DUE H-7-200e 08/21/7887 06/25/2001 15 75 42 720 FED NATIONAL YTG ASSN POOLS 394854 7% DUE 8-1-2004 08/21/1887 07/25/2001 43 43 70 180 FED NATIONAL 1JTG ASSN POOLS 384854 7% DUE 8-7-4004 08/21/1987 08/27/2001 70 71 16 360 FED NATIONAL YTG ASSN POOLS 388854 7% DUE 8-1-2004 08/21I1987 08/25/2001 18 16 43 260 FED NATIONAL 4TG ASSN POOLS 384954 7% DUE 8-1-2004 08/21/1887 10/25/2001 43 44 16 360 FED NATIONAL YTG ASSN POOLS 386854 7% WE 8-1-200d 09/21/1897 17/28/7001 18 17 -1 43 870 FED NATIONAL YTG ASSN POOLE 384954 7% DUE 8-1-7004 08/27/1887 12/26/3007 44 44
1 808 080 FED NATIONAL YTO ASSN POOLS 833303 6% DUE 7-1-2005 07/23/1888 01/25/4001 1 808 1 807 7
COST BASIS AND ACQUISITION GATES SHOWN ON THIS GAI AND LOSS S EWLE ARE IYITED TO iME E%TENT THAT 11E HAVE BEEN FURNISHED CORRECT INFORMATION ON [ASSETS P SED OUTS It OF THIS ACW NT
w24z I= Important Tax Return Document Enclosed STA~EmEN"~
UME3 B A N K Tax I D. Number : aa-ia7isie
DETAIL OF LONG-TERM CAPITAL GAINS AND LOSSES
Units Description Date Date Gross Sales Cost or Long-term
Acquired Sold Pace Other Basle Gain/Loss
650 2/0 FED NATIONAL YTG ASSN POOLt e33303 6% DUE 7-1-2005 07/73/1080 03/26/4007 850 850
51 310 FED NATIONAL )JIB ASSN POOLS 433303 6Y DUE 7-7-2005 07/13/7888 03/36/3001 51 51
57 640 FED RATIONAL YTG ASSN 700L# x33303 6% WE 7-1-2005 07/23/1988 04/25/4007 52 52
51 830 FED NATIONAL NTG ASSN POOL? e33303 6S DUE 7-1-2005 07/33/7888 05/25/2001 52 53 7 455 550 FED NATIONAL YTG ASSN POOL! 433303 6% DUE 7-1-2005 07123/1888 06/26/4001 1 456 1 e55 1
48 090 FED NATIONAL YTG ASSN POOLS 433303 6% WE 7-1-7005 07/23/1888 07/25/3007 49 48 1 188 040 FED NATIONAL YTC, ASSN POOLI 433303 6% DUE 7-1-2005 07/23/1898 08/27/3001 1 188 1 185 1 7 363 540 FED NATIONAL YTG ASSN POOl1 433303 6: WE 7-1-2005 07/43/7888 08/25/4001 7 163 1 282 1
40 930 FED NATIONAL NTG ASSN POOLS 433303 61 DUE 7-1-2005 07/23/1888 10/25/2001 41 41
42 530 FED NATIONAL YTG ASSN POOLS 433303 6% WE 7-1-2005 07123/1998 77/78/3007 43 43
30 680 FED NATIONAL YTG ASSN POOLS e33303 6% WE 7-1-2006 07/23/1898 12/26/2001 A0 40
3 910 080 GOVT NATIONAL WIG ASSN POOLI e80330 6S DUE 11-75-2013 12/02/1888 01/18/4001 3 810 3 044 -3e
146 180 GOVT NATIONAL YTG ASSN POOLS 480330 6S WE 11-15-2073 14/02/1888 02/76/2001 146 147 -7 1I8 0/0 0OYT NATIONAL YfG ASSN P00L1 480330 6% DUE 77-15-7073 12/02/7888 03/78/1007 148 147 -1
1<6 750 GOVT NATIONAL 4TG ASSN POOLS 480330 8% DUE 11-15-1013 12/02/1888 04/18/2001 147 148 -7 TAT 450 GOVT NATIONAL YTG ASSN POOLS 480330 6S DUE 11-15-2013 72/07/1888 05/18/2001 147 149 -2 147 670 GOVT NATIONAL YTG ASSN POOLS A80330 6% DUE 11-15 7013 11/04/1888 0618/2007 148 149 -1 148 430 GOVT NATIONAL YTG ASSN POOLS 480330 BY DUE 11-15-3013 17/02/1888 07/18/2001 148 150 -2 149 770 GOVT NATIONAL NTG ASSN POOL! 080330 BS DUE 11-15-3013 13/02/1888 08/18/2001 148 157 -2
3 14e 580 GOVT NATIONAL WTO ASSN GODL7 680330 6% DUE 11-15-3013 13/02/1888 00/17/4001 3 145 3 172 -77 137 210 GOY7 NATIONAL Y7G ASSN POOL! A80330 6% DUE 11-15-2013 12/02/19 98 10/16/2001 137 138 -1 137 850 GOVT NATIONAL YTO ASSN POOLS e80330 6% DUE 71-15 2073 12/07/7888 71/18/2001 138 138 -1 138 370 GOY7 NATIONAL YTG ASSN POOLS 480330 6% DUE 11-15-2013 12/02/7888 12/77/7007 138 141 -2
1 000 000 NALLIBUNTON LO 03/17/1898 10/78/2001 33 889 34 038 -70 138
500 000 INTEL CORP 07/29/1808 05/03/4001 15 514 4 688 10 826 1 500 000 NORDSTROM INC 17/23/1888 10118/2007 22 814 38 713 -15 888
100 000 000 PACIFIC OAS 6 ELECTRIC COMPANY 6 251 DUE 8-1-2003 07/28/1883 11/06/3001 95 260 89 628 -e 378 500 000 TEXAS INSTRWENTS INC 08/28/2000 11/06/2001 74 850 33 550 -18 600 60 000 21WER HOLDINGS ANC 08/71/1887 08/31/3001 1 586 1 153 434
----------- ----------- -----------
TOTAL 20s MAXIMUM RATE SALES REPORTED Ox 1088-B 371 338 402 734 -30 386
TOTAL LONG-TERM SALES 815 866 49e 384 121 672
COST BASIS AND RCOUISITION GATES SHOWN ON THIS GRI AND LOSS S HEWLE ME INITED TO THE EXTENT
THAT LIE RAVE BEEN FURNISHED CORRECT INFORMATION OX ASSETS PlA SEO OUT51 OF TXIS ACLO T
~z4Z 1 o0o Important Tax Return Document Enclosed
~TA~EmEN~C
Account Title: CUST MASTER CRAFTSMEN FOUNDATION 08 -88-2e063200e
Account Number. se-zaoeszooe
UME3 B A N K Tax LID Number: aa-ians7e
Units Description Date Date Gross Sales Cost or Acquired Sold Price Other Basis
----- -------------------------------------- ---------
550 000 LIMB FINANCIAL CORP 01/05/1881 03/06/7001 20 727 9 087
-----10 727
COST BASIS AND ACOIlISI7lON DATES SHOWN ON THIS GAIN AND LOSS HEWLE ARE L YITED TO THI EXTENT THAT WE HAVE BEEN FURNISHED CORRECT INFORMATION ON ASSETS PUP S C EO OUTSIDE OF THIS A M7
Important Tax Return Document Enclosed STATErvI'
Account Title. qJ$7 MASTER CRALT9IEN FOUNDATION BB -98-280633008
AccountNumber . ee-2eosa2oos
FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS
38,947 . 38,947 [7MB ACCT#29-0632-00-9
------------ ------------38,947 . 38,947 .
STATEMENT 1 02-023-04141-448 16 SUFOKA 2789 05/06/2002 12 :39 :04 VO1-6
MASTER CRAFTSMEN FOUNDATION
DESCRIPTION
TOTAL
REVENUE AND
EXPENSES PER BOOKS
43-1377578
NET INVESTMENT
INCOME
FORM 990PF, PART I - DIVIDENDS AND INTEREST FROM SECURITIES
UMB ACCTR 29-0632-00-9
5UFOKA 2789 05/06/2002 12 :39 :04 VO1-6 STATEMENT 2 17 02-023-04141-448
MASTER CRAFTSMEN FOUNDATION
DESCRIPTION
TOTAL
REVENUE AND
EXPENSES PER BOOKS
22,116 . ------------
22,116 .
43-1377578
NET INVESTMENT
INCOME
22,116 . ------------
22,116 .
REVENUE AND NET
EXPENSES INVESTMENT PER BOOKS INCOME --------- ------ ------
ADJUSTED NET CHARITABLE INCOME PURPOSES ------ --------
5,225 . 5,225 . NONE NON] ------------ ------------ ------------ -----------
5,225 . 5,225 . NONE NON)
5UFOKA 2789 05/06/2002 12 :39 :04 VO1-6 STATEMENT 3 02-023-04141-448 18
MASTER CRAFTSMEN FOUNDATION
FORM 990PF, PART I - ACCOUNTING FEES
DESCRIPTION
ACCOUNTING FEES
TOTALS
43-1377578
REVENUE AND NET ADJUSTED
EXPENSES INVESTMENT NET PER BOOKS INCOME INCOME --------- ------ ------
13,871 . 13,871 . NONE ------------ ------------ ------------
13,871 . 13,871 . NONE
NON)
NON)
5UFOKA 2789 05/06/2002 12 :39 :04 VO1-6 STATEMENT 4 02-023-04141-448 19
MASTER CRAFTSMEN FOUNDATION
FORM 990PF, PART I - OTHER PROFESSIONAL FEES
DESCRIPTION
CJhIB BANK MANAGEMENT FEES
TOTALS
43-1377578
CHARITABLE PURPOSES
REVENUE AND
EXPENSES PER BOOKS
NET INVESTMENT
INCOME DESCRIPTION
2000 TAXES PAID IN 2001 2001 TAXES PAID IN 2001 MISSOURI SECRETARY OF STATE FOREIGN TAX CREDIT
4,850 . NONE 7,920 . NONE
15 . NONE 109 . 109 .
------------ ------------ 12,894 . 109 .
5UFOKA 2789 05/06/2002 12 :39 :04 VO1-6 02-023-04141-448 20 STATEMENT 5
MASTER CRAFTSMEN FOUNDATION
FORM 990PF, PART I - TAXES
TOTALS
43-1377578
ADJUSTED NET CHARITABLE INCOME PURPOSES ------ --------
NONE NON] NONE NON] NONE 15 NONE NON]
------------ -----------NONE 15
DESCRIPTION
SEE ATTACHED STATEMENT 1,584,201 . ---------------
TOTALS 1,584,201
5UFOKA 2789 05/06/2002 12 :39 :04 V01-6 02-023-04141-448 21 STATEMENT 6
MASTER CRAFTSMEN FOUNDATION
FORM 990PF, PART II - CORPORATE STOCK
43-1377578
ENDING BOOK VALUE
ENDING FMV
1,844,680 . ---------------
1,844,680 .
193,866 . ---------------
193,866 .
5UFOKA 2789 05/06/2002 12 :39 :04 VO1-6 02-023-04141-448 22 STATEMENT 7
MASTER CRAFTSMEN FOUNDATION
FORM 990PF, PART II - CORPORATE BONDS
DESCRIPTION
SEE ATTACHED STATEMENT
TOTALS
43-1377578
ENDING BOOK VALUE
ENDING FMV
205,017 . ---------------
205,017 .
02001
. UM13 CUST MASTER CRAFTSMEN FOUNDATION '~ H A \ K
STATEMENT OF INVESTMENT POSITION
Market uauie ` x Ve . P;wewa rash 9wnHty AscalDeurIpUOn , . C:ortEaslc ToW ., UM . Aee! AnniulJnoome, Yietd
EQUITY SECURITIES COMMON STOCKS
A 7 8 T CORPORATION 49,897 79 36,280 00 1814 7 57 300 82
ALLSTATE CORPORATION 24,653 17 33,700 00 3370 141 760 225
AMERICAN HOME PRODUCTS CORP 52,881 25 6,360 00 67 36 256 920 149
AMGEN INC 57,000 00 56.44000 5644 236
ANHEUSER BUSCH COMPANIES INC 39,910 00 45,21000 4521 189 720 1 59
BP PLC 51,970 DO 46,51000 4651 1 94 7,280 277 SPONSORED ADR REPSTG 6 ORD SHS
BRISTOL-MYERS SQUIBB CO 53,639 77 76,500 00 51 00 319 1,680 219
CHEVRONTEXACO CORP 69,721 20 80,649 00 8961 337 2,520 312
CISCO SYSTEMS INC 26,111 50 45.275 00 18 71 1 89
COLLATE-PALMOLIVE CO 8,68750 57,750 00 5775 241 720 1 24
DEERE & CO 38,100 00 43,66000 4366 1 82 880 201
DISNEY WALT HOLDING CO 18,750 00 20,720 00 2072 86 210 101
DUPONT E I DE NEMOURS 8 CO 20,950 00 21,255 00 4251 89 700 329
FEDEX CORP 22,550 00 51,880 00 51 88 217
GATEWAY INC 19,987 50 8,040 00 804 36
GENERAL ELECTRIC CO 13,996 53 140,280 00 4008 586 2,520 7 79
HEWLETT PACKARD CO 64,582 06 53,404 00 2054 223 832 1 55
INTEL CORP 23,068 70 78,625 00 3145 328 200 25
MERCK & CO INC 95,585 00 76,44000 5880 319 1,820 238
MICROSOFT CORP 70.250 00 66,250 00 6625 277
MORGAN STANLEY DEAN WITTER 8 CO 70,81077 67,12800 5594 280 1,104 164
MOTOROLA INC 76,70000 75,02000 7502 63 760 106
3 , ~B ~ pp,~g~ ozooi I I~~III~IId~~~~11W~~1I~1911~1 I
LOMB K
M~rket VahxY. of " ' '~~° Piojeo4d'=: faft~; OusMly Asfel DeienPdon - . � . . , , Lost Basis, y >. , TNW " ' UM "ARK .aAnnuel InCOma'," YieM
2,000 ` ORACLE CORPORATION 37,740 00 27,620^00 1381 1 15 '
1,000 PEPSICO INC 11,377 59 48,690 00 4869 203 580 1 19
1,500 PFIZER INC 7.94625 59,775 00 3985 250 780 1 30
7,000 PROCTER BGAMBLE CO 68,34500 79,73000 7913 330 7,520 192
7,000 RAYTHEON CO 30,81875 32,47000 3247 136 800 246
1,500 SOUTHWEST AIRLINES CO 27,08000 27,72000 1848 1 i6 27 09
2,000 SPRINT CORP FON GROUP 53,20000 40,16000 2008 168 7,000 249
1,000 TARGET CORP 37,48000 41,05000 4105 177 220 53
1,500 TEXAS INSTRUMENTS INC 80,33750 92,00000 2800 175 128 30
700 WELLS FARGO 8 CO 27,705 00 30,429 00 4347 127 728 239
1,000 WEYERHAEUSER CO 54,56875 54,080 00 5408 226 1,600 295
TOTAL COMMON STOCKS 1,278,401 .58 1,665,500 00 68.54 2<,719 1 48
EGUITY FUNDS
4,087 157 JANUS INVESTMENT FUND 305,000 00 179,180 96 4384 748 801 44 WORLDWIDE FUND
TOTAL EOUITY SECURITIES 1,584,401 58 1,844,680 96 7702 45,520 1 36
FIXED INCOME SECURITIES GOVERNMENT OBLIGATIONS TREASURY 8 FEDERAL AGENCIES
50,000 FEDERAL HOME LOAN BANK 50,00000 50,437 50 10088 2 11 2,828 560 5655% DUE 12-18.2008
50,000 FEDERAL NATIONAL MORTGAGE ASSN 51,14063 48,953 00 9791 204 2,788 447 4 375% DUE 70.15.2006
10,090040 FED NATIONAL MTG ASSN POOLN 394954 10,79723 70,397 03 70298 43 706 679 796 DUE 8.7-2004
28,749 770 FED NATIONAL MTG ASSN POOL # 433303 28,731 76 29,245 99 10173 1 22 1,725 589 6% DUE 7-1-2005
29,761 030 GOVT NATIONAL MTGASSN POOLd980330 30,01857 30,22947 10157 126 1,786 590 6% DUE 7115-2013
98,938 700 GOVT NATIONAL MTG ASSN POOL# 561033 101,164 81 101,164 81 102 25' 422 5,442 537 5 50% DUE 9-15-2016
TOTAL TREASURY 8 FEDERAL AGENCIES 271,253 00 270.421 80 11 .48 14.675 542
TOTAL GOVERNMENT OBLIGATIONS 471,253 00 470,421 .80 11 .28 14,675 542
NONGOVEHNMENT OBLIGATIONS
100,000 AT 8 T CORP 94,82400 101,283 00 101 28 423 5,625 555 5 625% NT DUE 3-15-2004
UMG CUST MASTER CRAFTSMEN FOUNDATION e w r K
--s�~~~~:.r .=~°=' xaf ;~, �">~ . "̀Eml~<;~
OUSwm9r::.`~,~'~ .niieiDeicilPbor+ : aoda,Aiaifmla+ooma" ; ;u�Y~9ta ., ., . .. . ... .a,.,._. .. �. ,.M.-...»..._ _~ . _._ ..o..ww. . ...'u .̀~:..:».~~t~ .._ .,.u ..,w .. ., .~. . ,.a:wti;.:. ;-...,... ,.,. ..,..,. .�. .,.a, .,.~,.��.�H... ..~, .,... .. ,~. ... .a .~ ....e,..,_
00,000 CHESAPEAKE 8 POTOMAC TELEPHONE CO MD 99,002 00 103,73400 10373 433 6,000 578
6% DEB DUE 5-t-2003
TOTAL NONGOVERNMENT OBLIGATIONS 193.866 00 205,017.0 $56 11.645 567
TOTAL FIXED INCOME SECURITIES 466,119 00 476,438.80 19.84 26,300 5.53
CASH 8 SECURITIES DUE IN 1 YEAR
49,490990 UMB SCOUT FEDERAL P 49,49099 49,49099 207 460 92
495610 GOVT NATIONAL MTG ASSN POOLy 000824 491 10 499 19 10072 02 45 9.01 9% DUE 8.20-2002
25,000 ROCKWELL INTERNATIONAL CORP 24.93750 25,677 50 10271 107 1,688 6.57 6 75% NT DUE 9-15.2002
INCOME CASH -9a6,10839 -9x6,70839 -3949
PRINCIPAL CASH 946,10839 946,1083 9 39 47
TOTAL CASH & SECURITIES DUE IN 1 YR 70.919 59 75,6676 8 314 2.193 289
TOTAL ASSETS 2,124,240 17 4,395,787.44 10000 54,013 2.45 'CURRENT MARKET VALUE NOT AVAILABLE
MASTER CRAFTSMEN FOUNDATION 43-1377578
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES
CONTRIBUTIONS EXPENSE ACCT TITLE AND TIME TO EMPLOYEE AND OTHER
DEVOTED TO POSITION COMPENSATION BENEFIT PLANS ALLOWANCES ------------------- ------------ ------------- ----------
PRESIDENT NONE NONE NONE
NAME AND ADDRESS ----------------
SHERRILL MULHERN P .O . BOX 410284 KANSAS CITY, MISSOURI 64105
WILFORD WILSON 6131 ENSLEY LANE SHAWNEE MISSION KS 66208
G. ROBERT FISHER 1231 WEST 56TH STREET KANSAS CITY, MISSOURI
GRAND TOTALS NONE
SUFOKA 2789 05/06/2002 12 :39 :04 VO1-6 02-023-04141-448 23 STATEMENT 8
DIRECTOR NONE
SECRETARY NONE
NONE NONE
NONE NONE
---- ---------- NONE NONE
MS . SHERRILL ANN MULHERN P .O .BOX 419692, KANSAS CITY, MISSOURI 64141
STATEMENT 9
5UFOKA 2789 05/06/2002 12 :39 :04 V01-6 02-023-04141-448 24
MASTER CRAFTSMEN FOUNDATION
FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
43-1377578
43-1377578
990PF, PART 3N - RESTRICTIONS OR LIMITATIONS ON AWARDS
5UFOKA 2789 05/06/2002 12 :39 :04 V01-6 02-023-04141-448 25
MASTER CRAFTSMEN FOUNDATION
THE MASTER CRAFTSMEN FOUNDATION MAKES CONTRIBUTIONS OF RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES OR FOR THE PREVENTION OF CRUELTY TO CHILDREN OR ANIMALS, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE .
STATEMENT 10
FRIENDS OF CHAMBER MUSIC CHARITABLE 1,000
4643 HYANDOTTE SUITE 201 PUBLIC ,
KANSAS CITY, MISSOURI 64112
NOTRE DAM DE SION EDUCATIONAL 6,250
3823 LOCUST PU13LIC
KANSAS CITY, MISSOURI
KANSAS CITY SYMPHONY CHARITABLE 35,000
1020 CENTRAL STREET PUBLIC
KANSAS CITY, MISSOURI 64105
DE U 9ALLE EDUCATION CENTER CHARITABLE 10,000 3740 FOREST PUBLIC
KANSAS CITY, MISSOURI 64109 ------------
TOTAL CONTRIBUTIONS PAID 52,250
26 STATEMENT 11 SUFOKA 2789 05/06/2002 12 39 04 V01-6 02-023-04141-448
MASTER CRAFTSMEN FOUNDATION 43-1377578
FORM 990PF, PART XV - GRANTS AIM CONTRIBUTIONS PAID DURING THE YEAR
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT -------------------------- ------------------------------ -------------------------------- ------