Claude R Lambe Charitable Foundation 480935563 2005 02A51D2E

.. Return of Private Foundation ftJ{ll]f:0)~f((ltG~~i~nrrr:

Form 990-PF or Section 4947(a)(1) Nonexempt Charitable Trust -- _] Treated as a Private Foundation U))'Q' 0 5 Department ot U,l, Treasury

Internal Revenue Set111ce Note: Theo amzation ma be able to use a co of this return to sat,s state re ortm re uirements. g \!:!.)

For c.alendar vear 2005 or tax vear beqinninll , 2005, and ending

G Check all that aoolv· I I Initial return I Final return I Amended return l l Address chanae I I Name change

Use the IRS label.

Otherwise, print

Name of organization

CLAUDE R. LAMBE CHARITABLE FOUNDATION Number and street (or P.O box number 1f ma1l 1s not delivered to street address) Roomlsu1te

A Employer Identification number

48-0935563 B Telephone number (see page 10 of

the instructions)

or type. SeeSpecffic ~P:....c...;.O:c...:....·~B~O~X,_,_=2=2=5~6'--~~~~~~~~~~~~~~~~~~-1.~--,....-~......_~~'~3~1~6~;)r.........;8~2~8--~5~5~5=2~~ Instructions. City or town, state, and ZIP code C If exemption appllcatJon 1s ........ tj pending, check here . . . . . .

D 1 Foreign orgamza!Jons. check here

WICHITA. KS 67201-2256

H Check type of organization lxJ Section 501(cl.@} exempt private foundation

2. Foreign orgamza!Jons meebng the 85% test. check here and attach computabon . . . . . . . . n Section 4947(al(1) nonexemot charitable trust I I Other taxable onvate foundation

. I I I ~ I E If pnvate foundabon status was terminated D I Fair market value of all assets at erd J Accounting method:L_J Cash LXJ Accrual under sectJon 507(b)(1)(A). check here . ..,..

of year (from Part II, col. (c), lme D Other (specify)------------------- F

16) ..,.. $ 18 • 8 7 2. 12 6 • (Part I, co/urm (d) must be on cash basts)

•:r.1~•• Analysis of Revenue and Expenses (The total of amounts m columns (b), (c), and (d) may not necessanly equal the amounts in column (a) (see oaae 11 of the mstrucltons))

1

2

3

4

Contnbut1on~1fts. grents. etc . received (attach schedule) •

Ch k ...._ X 1f the foundallon 1s not required to

ec ...- attach Sch B

Interest on savings and temporary cash mvestments

D1v1dends and interest from securities

(a) Revenue and expenses per

books

115.085.

129.310.

(bl Net investment income

115-085.

129.310.

If the foundal1on IS In a 60-month termmat,on n under section 507(b)(1)(B). check here . ....

(c) AdJusted net income

(d) Disbursements for charitable

purposes (cash basis onlvl

Sa Gross rents ................. 1---------1---------1---------+---------

GI :I c: GI > GI a::

en

b Net rental income or (loss) ________ 1----------1----------1----------t----------6 a Net gain or (loss) from sale of assets not on hne 10

b Gross sales pnce for all assets on hne Ga 6, 7 9 8 , 4 3 9 .

102 479.

7 Capital gain net income (from Part IV, hne 2) • l-::::::-=-------+----=1=0=2cL-4,_7~9_,,.+----------+--------8 Net short-term ca l!ta!.,gaUl~ · --::.:;;= ,-:,.-.. 9 Income mod1f1cat1

1ms · ·ftgt}g;.\'[\l..:....:~:...·.:..!,-1.· .... ;;~A~::::::::::::;::::::::::::::;::::::::::::::;:::::::::::::-=

10 a Gross sales less retur s - ~-· (/< and allowances · · 1---------+-ih\.,1.-\-11---------+----------+----------+---------

b Less Cost of goods s 14-. 14":Tr=;-,\,f....,,.~,--t;d~L'/->H..i11\.,h,l\'1r-H-+,~i--------+----------+----------+---------.,.,. \Ml I\{ 'J!. -~ <,=-- '-~

c Gross profit or (los )ctatta ... --· ·--le~1·:...;.·...:·:..o--t:::t1_ 1._r-------1----------j----------j---------

11 ~hm1noome(~h~~~ ~-~,~~-*,-----4-------~--------~-------12 Total. Add Imes 1 t~rouo~D~ . ~ . . 346. 874. 346. 874.

13 Compensation of oflicE!TS,--.,1rectors, trustees, etc 10 4 . 8 7 6. 104 876.

14 Other employee salanes and wages •..

:J: 15 Pension plans, employee benefits .... c: 8. 16a Legal fees (attach schedule) ..• ~T!-1'.1'. ], 9 267. 150. NONE 14 736.

~ b Accounting fees (attach schedule)S.T!-1'.1'. ~ 17 076. 3 451. NONE 12.335.

~ c Other professional fees (attach scL'll!lltim). 3 154 338. 30 450. 63.758 . .. ~ 17 Interest . . . . . . . . . . . . . . • . . • .. .!!? 18 c: ·e 19

Taxes (attach schedule) (see page 14 of the instructJonst '1-------3::..L.-". -1:..:2=8-=.+---------+---------+--------Deprec1at1on (attach schedule) and depletion

• ~ 20 ~"'C 21 <1:2) c:

Occupancy ....•.......

Travel, conferences, and meetings .

Printing and pubhcat1ons . . . . .

19.185.

1. 4 94.

13 245.

1 048. ~~22

00:E 23 N~ 24

GI a.

6° 25 ~

~ ~ ~

26

27

Other expenses (attach schedule) ST.Ml' . 5 Total operating and administrative expenses.

9.343. 9 048.

Add lines 13 through 23 . . . . . . . . . . 1-------=3:..:1::.,;8:::....<.....:..7..::0....:7....:·:.+-----=..!...L~'-=-'+-------'-'-'"-'-'-'"'-l-----'=c.:....:'-.L.c~"'-'

Contnbutlons, gifts. grants paid . . . . . . . 1----=3:..J, .'-'5=5-=1'-'--=0:..:2=0-=.+----------+--------+---....::...<...::.~c.L...:=-"'--'

34 051. NONE 219 046.

3 581 020.

Total exoenses and disbursements Add hnes 24 and 25 3.869.727. 34. 051. NONE 3 800 066.

Subtract hne 26 from hne 12

a Excess of '!'Venue over expenses and disbursements . . t-----=3~,"--" .5""2"'2~L...:·8-=5'-3"'-'-.+---------+---------+--------

b Net investment income (1f negative, enter -0-) 1----------+-----"3'""1:..:2,,_'-"'-8ce2:..:3:::...!.. +---------+--------c Adjusted net income (1f neoat1ve, enter -0-) •. -0-i,, For Privacy Act and Paperwork Reduction Act Notice, see the instructions.

SE1410 2 000

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Form 990-PF (2005) 4 8 0935563 - Pace 2

Utflii• Balance Sheets Attached schedules and amounts in the Beamnma of vear End of vear description column should be for

lal Book Value fbl Book Value - end-of-year amounts onlv ISee instructions l

1 Cash - non-mterest-beanng • .. 2• Savings and temporary cash investments • .. 849.815. 1.644.531.

3 Accounts receivable ..,.. ___________________ 314.

Less allowance for doubtful accounts ..... 16 784. 314. -------------4 Pledges receivable ..... ------------------------

Less allowance for doubtful accounts ..... -------------5 Grants receivable . . . . .. 6 Receivables due from officers, directors, trustees, and other

d1squahf1ed persons (attach schedule) (see page 15 of the instruc!Jons)

7 Other notes and loans receivable (attach schedule) ..,.. _____

Less allowance for doubtful accounts ..... -------------tll 8 Inventories for sale or use . . .. . . .. GI 9 Prepaid expenses and deferred charges • 11. 889. 8. 761. tll tll

10 a Investments - US and state government obllga~ons (attach schedule)*~ NO Ne 500-000. <(

b Investments - corporate stock (attach schedule) •

c Investments - corporate bonds (attach schedule) 11 Investments - land, buildings, ..... and equipment basis -------------------Less accumulated deprec1at1on .....

(attach schedule) - - - - - - - - - - - - - - - - - - -12 Investments - mortgage loans .. 13 Investments - other (attach schedule) • . STMT .. 7. 20.261.246 • 15 471-003. 14 Land, buildings, and ..... equipment basis

Less accumulated depreciation ..... (attach schedule) --------------------

15 Other assets (descnbe ..... ____________________ )

16 Total assets (to be completed by all filers - see page 16 of

the instructions Also see oaae 1 1temll 21 139 734. 17 624 609.

17 Accounts payable and accrued expenses 32.025. 69.753.

18 Grants payable .. . . 30.000. NONE tll 19 Deferred revenue GI .. E 20 Loans from officers, directors, trustees, and other disqualified persons

~ 21 Mortgages and other notes payable (attach schedule) . :.J 22 Other hab1ht1es (descnbe ..... -------------------)

23 Total liabilities I add Imes 17 throuah 221 · 62 025. 69 753.

Organizations that follow SFAS 117, check here..,.. lxJ and complete lines 24 through 26 and lines 30 and 31.

tll 21 077 709. 17 554 856. ~ 24 Unrestricted •

la 25 Temporarily restncted .. . . ~ 26 Permanently restncted · . . .. "C Organizations that do not follow SFAS 117, c: ..... o :::,

check here and complete lines 27 through 31. u. 0 27 Capital stock, trust principal, or current funds .

.!!? 28 GI

Paid-in or capital surplus, or land, bldg , and equipment fund

::l 29 Retained earnings, accumulated income, endowment, or other funds <( 30 .. Total net assets or fund balances (see page 17 of the GI z instructions) • . . .. 21. 077. 709. 17.554.856.

31 Total liabilities and net assets/fund balances (see page 17 of

the mstruct1onsl • . . 21 139 734. 17 624.609 •

UffiHII• Analysis of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year - Part 11, column (a), hne 30 (must agree wth

end-of-year figure reported on pnor year's return) •

2 Enter amount from Part I, line 27a . . . . .. 3 Other increases not included m line 2 (1tem1ze)..,.. _____________________________________

4 Add Imes 1, 2, and 3 . . .. 5 Decreases not included m line 2 (1tem1ze)..,.. _____________________________ -----------

6 Total net assets or fund balances at end of vear lime 4 minus hne 5) - Part II column <bl

JSA 5E14201000

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29145H K932 11/15/2006 15:00:53 V05-8 85651

hne 30 .

1 2 3

4 5 6

(cl Fair Market Value

1 644. 531.

314.

8. 761.

511. 704.

16 706.816.

18 872 126.

21. 077 709.

-3,522 853.

17.554.856.

17.554.856.

Form 990-PF (2005)

4

-·

Form 990-PF (2005) 48-0935563 1:.. ,~-"'- Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e g , real estate, (b) How (c) D.ate ld) Date sold acquired acquired P.f'urchase mo, day, yr) . 2-story brick warehouse, or common stock, 200 shs MLC Co ) D-Donabon (mo , day, yr)

1a SEE PART IV SCHEDULE b

c d e

(e) Gross sales price (f) Deprec1at1on allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g)

a b

c d e Complete only for assets showmQ Qam m column (h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus

(l)F M V as of 12/31/69 (j) Adjusted basis (k) Excess of col (i) col. (k), but not less than -0-) or as of 12/31/69 over COi rn. If any Losses (from col (h))

a b

c d

e

2 Capital gain net income or (net capdal loss) ..... { If gain, also enter m Part I, hne 7 } If (loss), enter -0- 1n Part I, hne 7 2 102.479.

3 Net short-term capital gain or (loss) as defined m sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the 1nstruct1ons) } If (loss), enter -0- 1n Part I, line 8 ............................•. ... 3

l::.Filla.,• Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optlonal 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

Was the organization liable for the section 4942 tax on the distributable amount of any year 1n the base perod?. . . . D Yes~ No If "Yes," the organization does not qualify under section 4940(e) Do not complete this part

1 Enter the appropriate amount m each column for each year, see page 18 of the instructions before making any entries

(a) (b) (c) (d) Base penod years Calendar year D1stnbut1on ratio

(or tax year beginning m) Adjusted qualifying d1stnbut1ons Net value of nonchantable-use assets !col (bl d1V1ded bv col (ell

2004 3,110,086. 21,925,067. 0.14185069537

2003 2.377,850. 24,494 757. 0.09707587628

2002 2. 601. 735. 26 953 253. 0.09652768072

2001 l, 797, 332. 30 411 286. 0.05910082198

2000 1 826 608. 35 234 631. 0.05184126946

2 Total of line 1, column (d) ................................... . . 2 0.44639634381

3 Average d1stribut1on ratio for the 5-year base period - d1v1de the total on line 2 by 5, or by

the number of years the foundation has been m existence 1f less than 5 years . . . . . . . .. 3 0.08927926876

4 Enter the net value of noncharitable-use assets for 2005 from Part X, hne 5 4 19,799,454. ..........

5 Multiply line 4 by line 3 5 l, 767, 681. . . . . . . . . . . . . . . . . . . . ...................

6 Enter 1 % of net investment income (1 % of Part I, line 27b) ................... 6 3 128.

7 Add Imes 5 and 6 7 1 770 809. . . . . . . . . . . . . . . . . . . . . . . . . ... ..

8 Enter qualifying d1stribut1ons from Part XII, hne 4 ... . . . . . . . . .. 8 3,800,066. If hne 8 1s equal to or greater than line 7, check the box m Part VI, lme 1b, and complete that part using a 1% tax rate See the Part VI mstruct1ons on page 18

JSA 5E14301000

29145H K932 11/15/2006 15:00:53 V05-8 85651

Form 990-PF (2005)

5

Form 990-PF(2005) 48-0935563 Page4

1:.. ,_ Excise Tax Based on Investment Income (Section 4940(a), 4940(b , 4940(e), or 4948 - see oa<1e 18 of the instructions)

JSA

Date of ruling letter. _________ (attach copy of ruling letter if necessary- see instructions) .

1 a ExempJ_operating foundabons descnbed in section 4940(d)(2), check here ~ LJ and enter "N/A" on line 1 • }

b Domestic organizations that meet the section 4940(e) requirements m Part V, check 1 3. 128.

here ~ Wand enter 1% of Part I, hne 27b .••...••••••..•.•..•••••••••.• c All other domestic orgamzat1ons enter 2% of line 27b Exempt foreign orgamzat1ons enter 4% of Part I, line 12, col (b)

2 Tax under section 511 (domestic section 494 7(a)(1) trusts and taxable foundations only Others enter -0-)

3 Add Imes 1 and 2

4

5

6

Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-)

Tax based on investment income. Subtract line 4 from hne 3. If zero or less. enter -O

Cred1ts/Payments:

a 2005 estimated tax payments and 2004 overpayment credited to 2005 l-'6_a-1-----~1~1~·~8~8~9'"'.--1

b Exempt foreign organizations - tax withheld at source • • • • • •

c Tax paid with apphcat1on for extension of time to file (Form 8868).

d Backup withholding erroneously withheld • . • • • • • • • • • •

Sb

Sc

6d

NONE

NONE

2

3 3.128.

4 NONE

5 3.128.

7

8

9

Total credits and payments Add Imes 6a through 6d • • • • • . • • • • • • • • • • 1--7-+- ______ 1_1 __ ,8_8_9_.

Enter any penalty for underpayment of estimated tax. Check here D 1f Form 2220 1s attached 8 t---+-----------T ax due. If the total of Imes 5 and 8 1s more than hne 7, enter amount owed • • . . • ~-9--+-----------

10 11

0verpaymenl If line 7 1s more than the total of Imes 5 and 8, enter the amount overpaid ~ t--1'"'0-t-------8'-'-_7'""6""1~. Enter the amount of hne 10 to be Credited to 2006 estimated tax~ 8. 7 61. Refunded ~ 11

•·=·!I.•, •• • • Statements Reoardino Activities Yes No 1 a During the tax year, did the organization attempt to influence any national, state, or local leg1slat1on or did

1t part1c1pate or intervene m any poht1cal campaign? • • • . • . • • . • • • • • • • . . . . • . • • • •

b Did it spend more than $100 during the year (either directly or indirectly) for poht1cal purposes (see page

19 of the instructions for definition)? ...•••••••.••••••••.•••.•.•••••••

If the answer is ''Yes" to 1 a or 1 b, attach a detailed descnphon of the act1v1t1es and ccp1es of any materials

pubhshed or d1str,buted by the organization m connection with the activities

• • • • • • • • • • • l--1_a-+---+--x~

1b X .......... I---+---+--

c Did the organization file Form 1120-POL for this year? • • . • • • • • • • • . . • . • . • • • .

d Enter the amount (1f any) of tax on poht1cal expenditures (section 4955) imposed dunng the year . . . . . . . . . . . . . . . t--1-'cc...+--+--"x'-

(1) On the organization ~ $ (2) On orgamzatJon managers ~ $ -----------

e Enter the reimbursement (1f any) paid by the organization during the year for poht1cal expenditure tax imposed

on organization managers ~ $ _________ _

2 Has the organization engaged m any act1v1tles that have not previously been reported to the IRS? • • • • • •

If "Yes,· attach a detailed descnphon of the activities

3 Has the organization made any changes, not previously reported to the IRS, m its governing instrument, articles

of incorporation, or bylaws, or other s1m1lar instruments? If "Yes.· attach a conformed copy of the changes

4 a Did the organization have unrelated business gross income of $1,000 or more dunng the year?

b If "Yes," has 1t filed a tax return on Form 990-T for this year? •••••..•.•...•.

5 Was there a liqu1dat1on, termination, dissolution, or substantial contraction dunng the year? ••

If "Yes,· attach the statement required by General Instruction T

s Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either

• By language m the governing instrument, or

• By state leg1slat1on that effectively amends the governing instrument so that no mandatory directions

........

that conflict with the state law remain m the governing instrument? . • • . . . . . . . . . . . . • • . . • • • • • • •

7 Did the organization have at least $5,000 m assets at any time during the year? /f''Yes, • complete Part II, col (c), and Part XV

Ba Enter the states to which the foundation reports or with which 1t is registered (see page 19 of the

instructions) ~ DC, KS, ______________________________________ -----------------------

b If the answer 1s "Yes" to line 7, has the organization furnished a copy of Form 990-PF to the Attorney

2 x

3 x

4a x

4b N/A

5 x

6 x 7 x

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .••..

Is the organization claiming status as a private operating foundation w1th1n the meaning of section 4942u)(3)

or 4942u)(5) for calendar year 2005 or the taxable year beginning m 2005 (see instructions for Part XIV on

page 26)? If "Yes," complete Part XIV . . . • . . • • . • • • • • . . . . • . • • . • • • . . • . . . • . .

. . . . . . . ........... s~b_,__x __ _

9

9 x 1 O Did any persons become substantial contnbutors during the tax year? If "Yes.· attach a schedule 1,stmg their names and addresses 10 x 11 Did the organization comply with the public inspection requirements for its annual returns and exemption apphcat1on? ••• 11 x

Web site address ~ _____ N_j A ____________________ ------------ -------------- ---------------------12 The books are m care of ~ _ VONDA HOLLIMAN ----------------------- Telephone no ~ __ J 3161828-5552 ______ _

Located at ~ 4111 _E. _37TH_STREET _NORTH.L_ WICHITA.1 KS _L ________ ZIP+4 ~ 67220 ________________

0 Section 4947(a)(1) nonexempt charitable trusts fihng Form 990-PF m heu of Form 1041 - Check here ••••••••. N /A ....... ~

and enter the amount of tax-exempt interest received or accrued dunng the year • • • . • • • • . • . • ~ I 1 3 I 13

Form 990-PF (2005)

5E1440 1 000

29145H K932 11/15/2006 15:00:53 V05-8 85651 6

Form 990-PF (2005) 48-0935563 •::a.a.,~11!1:• Statements Regarding Activities for Which Form 4720 May Be Required

File ~orm 4720 if any item is checked in the "Yes" column, unless an exception applies. 1a During the year did the organization (either directly or indirectly)

'(1) Engage m the sale or exchange, or leasing of property with a disqualified person? . .

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 11 from)

a disqualified person? . . . • • • . . . . . • • • • • • • • • • • . . • • . . . •

(3) Furnish goods, services, or fac1ht1es to (or accept them from) a disqualified person?

(4) Pay compensation to. or pay or reimburse the expenses of. a disqualified person? •.

(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)? • • • . • . • • . . • • • • . • •

(6) Agree to pay money or property to a government offie1al? (Exception. Check "No"

0Yes

~

Yes

Yes

Yes

0Yes

[xi No

§No

No

No

[xi No

1f the organization agreed to make a grant to or to employ the official for a penod

after termination of government service, 1f terminating within 90 days) • • • • • • • . • • • • • 0 Yes [xi No

b If any answer 1s "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described m Regulations

section 53 4941 (d)-3 or 1n a current notice regarding disaster assistance (see page 20 of the instructions)?·

Organizations relying on a current notice regarding disaster assistance check here • • • • • • • • . • . .

c Did the organization engage in a prior year in any of the acts descnbed m 1 a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2005? • • • • . • • • • • • . • •

2 Taxes on failure to distribute income (seclion 4942) (does not apply for years the organization was a pnvate

operating foundation def med in section 4942rn(3) or 4942(!)(5))

a At the end of tax year 2005, did the organization have any undistributed income (Imes 6d O and 6e, Part XIII) for tax year(s) beginning before 2005? • . • • • • • • • • . • • • • • • • • . • . Yes If "Yes," list the years ~ __________ , _________ , _________ • ________ _

b Are there any years listed in 2a for which the organization 1s not applying the prov1s1ons of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year's und1stnbuted income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement - see page 20 of the mstruct1ons ) • • • . • . . ..

c If the prov1s1ons of section 4942(a)(2) are being apphed to any of the years listed m 2a, list the years here

~ ---------- ·--------- ·--------- ·---------3a Did the organization hold more than a 2% direct or indirect interest m any business O

enterprise at any lime dunng the year? . • . . • . • . . . . . . . . . . . • . . . . . . . . . • . . Yes

b If "Yes," did 11 have excess business holdings 1n 2005 as a result of (1) any purchase by the organization

or d1squahf1ed persons after May 26, 1969, (2) the lapse of the 5-year period (or longer penod approved

by the Comm1ss1oner 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 penod? (Use Schedule C, Form 4720, to determine

if the organization had excess business hddmgs m 2005) • • • • • • • • • • • • • • . • • . • . . . •

[xi No

[xi No

4a 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 chantable

purpose that had not been removed from Jeopardy before the first day of the tax year beginning 1n 2005? . . . .

Sa During the year did the organization pay or incur any amount to· , (1) Carry on propaganda, or otherwise attempt to influence leg1slat1on (section 4945(e))?

(2) Influence the outcome of any spec1f1c public election (see section 4955), or to carry

on, directly or indirectly, any voter reg1strat1on tlnve? . • • • . • • • • • . • . • • .

(3) Provide a grant to an ind1v1dual for travel, study, or other s1m1lar purposes? ..••.

(4) Provide a grant to an organization other than a charitable, etc, organization descnbed

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? •••.••••••••••••

0Yes

0Yes

0Yes

[iJ Yes

[xi No

[xi No

u]No

ONo

(5) Provide for any purpose other than religious, charitable, sc1ent1fic, literary, or

educational purposes, or for the prevention of cruelty to children or animals? • • • • . • • • • . 0 Yes [xi No

b If any answer 1s "Yes" to 5a(1 )-(5), did any of the transactions fail to qualify under the exceptions descnbed m

1b

1c

2b

3b

4a

4b

Regulations section 53 4945 or in a current no_t1ce regarding disaster assistance (see page 20 of the mstruct1ons)? •

0

• • · • • • Sb

Organizations relying on a current notice regarding disaster assistance check here • . • • • • • • • . . • . • ~ c If the answer 1s "Yes" to queslion 5a(4), does the organization claim exemption from the

tax because 11 maintained expenditure respons1b1hty for the grant? ?l;:f.: .S.Tf\Tf.:t1E.N'.f. ~ If "Yes," attach the statement reqwred by Regulations section 53 4945-S(d).

[iJ Yes

6 a Did the organization. during the year, receive any funds. directly or indirectly, to pay

premiums on a personal benefit contract? • • . . • • . • • . • • . • . . . . • • . • • • • . . . . 0 Yes

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ••..

If you answered "Yes" to 6b, also file Form 8870

[xi No

6b

Page5

Yes No

x

x

NIA x

x

x

x

Form 990-PF (2005)

JSA 5E14501000

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48-0935563 Form 990-PF (2005) i:Jffiltliii Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

dC an ontractors . 1 List all officers, directors, trustees, foundation manaqers and their compensation (see paqe 21 of the instructions).

(a) Name and address (b) Tiiie, and average ~c) Compensabon (di Conlnbubons to (e) Expense account, hours per week ( f not paid, enter employee benefit plans other allowances devoted to oos1bon -0-) and deferred campensabon

SEE ATTACHMENT C ------------------------------------ -104,876. NONE NON

--------------------------------------

--------------------------------------

--------------------------------------2 Compensation of five highest-paid employees (other than those included on line 1 - see page 21 of the instructions).

If none, enter "NONE."

(a) Name and address of each employee paid more than $50,000

NONE

(b) ntle and average hours per week

devoted to pos1bon (c) Compensabon

(d) Contnbut1ons to employee benefit plans and deferred

comoensabon

(e) Expense account. other allowances

Total number of other employees paid over $50,000 ....................................... ..,. I NONE 3 Five highest-paid independent contractors for professional services - (see page 21 of the instructions). If none, enter

"NONE." (a) Name and address of each person paid more than $50,000 (b) Type of serv,ce (c) Compensation

KOCH INDUSTRIES~_INC. ______________________________ _

E

WICHITA, KANSAS GRANT MANAGEMENT 119, 107.

-----------------------------------------------------

-----------------------------------------------------

Total number of others receiving over $50,000 for professional services ............................. ..,. I NONE

Utdl&Ei Summary of Direct Charitable Activities

List the foundation's four largest direct charitable act1vit1es dunng the tax year Include relevant stat1st1cal mforrnat1on such as the number of organizations and other benefic1anes served, conferences convened, research papers produced, etc

1_NONE-----------------------------------------------------------------------

2

3

4

JSA 5E14601000

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E>cpenses

Form 990-PF (2005)

8

Form 990-PF(2005) 48-0935563 : S1,1mmary of Program-Related Investments (see page 22 of the instructions)

Describe the two largest program-related investments made by the foundabon during the tax year on Imes 1 and 2 Amount

1 _ NONB ---------------------------------------------------------------------

2

All other program-related investments See page 22 of the mstructJons

3 _NONE---------------------------------------------------------------------

Total. Add Imes 1 throuQh 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ~

•· . Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see page 22 of the instructions.)

1 Fair market value of assets not used (or held for use) directly 1n carrying out charitable, etc, purposes·

a Average monthly fair market value of securities 1a 18. 464 117. ............ b Average of monthly cash balances .................... 1b 1. 636 852. c Fair market value of all other assets (see page 23 of the instructions) . 1c NONE d Total (add Imes 1a, b, ard c) ....................... 1d 20.100.969. e Reduction claimed for blockage or other factors reported on lines 1a ard

1 c (attach detailed explanation) I 1 e I ..................... 2 Acqu1s1tion indebtedness applicable to line 1 assets 2 NONE . . . . . . . ................... 3 Subtract line 2 from line 1d 3 20 100.969. ......................................... 4 Cash deemed held for charitable act1V1t1es. Enter 1 1 /2 % of line 3 (for greater amount, see page 23

of the instructions) 4 301 515 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Net value of noncharitable-use assets. Subtract line 4 from line 3 Enter here and on Part V, fine 4 5 19.799.454 . . . 6 Minimum investment return. Enter 5% of line 5 .............................. 6 989 973. l!d Distributable Amount (see page 23 of the instructions) (Section 4942(J)(3) and (J)(5) private operatng ifli• foundations and certain foreign organizations check here ~ n and do not complete this part)

1 Minimum investment return from Part X, line 6 ................. . . . . . . . . ...... 1 989.973. 2a Tax on investment income for 2005 from Part VI, hne 5 ........ I 2a I 3 128.

b Income tax for 2005 (This does not include the tax from Part VI) ... I 2b I c Add Imes 2a and 2b 2c 3 128. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .............

3 Distributable amount before adJustments Subtract lme 2c from hne 1 . . . . . . . . . ... 3 986.845. 4 Recoveries of amounts treated as qualifying distnbut1ons ................ . ....... 4

5 Add Imes 3 and 4 5 986 845. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ........ 6 Deduction from distributable amount (see page 24 of the instructions) .................. 6 7 Distributable amount as adJusted. Subtract line 6 from lme 5 Enter here ard on Part XIII,

line 1 ..................................................... 7 986 845.

Ulfli3ii Qualifying Distributions (see page 24 of the instructions)

1 Amounts paid (mcludmg adm1rnstrat1ve expenses) to accomplish charitable, etc, purposes a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 ........... 1a 3.800.066. b Program-related investments - total from Part IX-B . . . . . . . . . . . . . . . . . . . . • .. 1b NONE

2 Amounts paid to acquire assets used (or held for use) directly m carrying out charitable, etc,

purposes ............................... 2 NONE . . . . . . . . . . . .. . . . . .... 3 Amounts set aside for specific charitable proiects that sat1Sfy the

a Suitability test (prior IRS approval required) 3a NONE ................................. b Cash distribution test (attach the required schedule) ....................... 3b NONE

4 Qualifying distributions. Add Imes 1 a through 3b Enter here and on Part V, hne 8, and Part XIII, hne 4 .. 4 3 800.066. 5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, line 27b (see page 24 of the 1nstruct1ons) 5 3.128. . . . . . . ... 6 Adjusted qualifying distributions. Subtract line 5 from line 4 6 3.796 938. .................. . . .

Note: The amount on /me 6 will be used ,n Part V, colurrn (b), in subsequent years Wlen calculating vJiether the foundation qualifies for the section 4940(e) reduction of tax ,n those years

JSA 5E14701000

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Form 990-PF (2005)

9

Form 990-PF (2005) 48-0935563

U:@fli@I Undistributed Income (see page 24 of the instructions)

(a) (b) (c)

1 Distributable amount for 2005 from Part XI, Corpus Years pnor to 2004 2004

line 7 . . . . . . . . . . . . . ....... 2 Und1stnbuted income, 1f any, as of the end of 2004

a Enter amount for 2004 only ......... b Total for pnor years 2003

3 Excess distributions carryover, 1f any, to 2005

a From 2000 119. 691. b From 2001 287.576. c From 2002 1.263.398. d From 2003 1.158.372. e From 2004 2.020.055. f Total of Imes 3a through e . . .........

4 Qualifying d1stnbut1ons for 2005 from Part

XII, hne4 .... $ 3,800,066. a Applied to 2004, but not more than line 2a •••

b Applied to undistributed income of prior years (Election required - see page 25 of the 1nstruct1ons) ..

c Treated as d1stribut1ons out of corpus {Election required - see page 25 of the instructions)

d Applied to 2005 d1stnbutable amount ••••••

e Remaining amount distributed out of corpus .. 5 Excess d1stribut1ons carryover applied to 2005

(If an amount appears in column (d), the same amount must be shown in column (a) )

6 Enter the net total of each column as indicated below:

a Corpus Add lines 3f, 4c, and 4e Subtract hne 5

b Pnor years' undistributed income Subtract line 4b from line 2b ..............

c Enter the amount of pnor years' undistributed income for which a notice of def1c1ency 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 of the instructions ....

e Und1stnbuted income for 2004 Subtract line 4a from line 2a Taxable amount - see page 25 of the instructions ...............

f Undistributed income for 2005 Subtract Imes 4d and 5 from line 1 This amount must be distributed in 2006 .............

7 Amounts treated as d1stnbut1ons out of corpus to satisfy requirements imposed by section 170(b)(1 )(E) or 4942(g)(3) (see page 25 of the instructions) • . . . • • • • • • •••

8 Excess distributions carryover from 2000 not applied on line 5 or line 7 (see page 25 of the instructions) • • • • • . • • • • • • . .••

9 Excess distributions carryover to 2006.

Subtract Imes 7 and 8 from hne 6a ....... 10 Analysis of hne 9

a Excess from 2001 287.576. b Excess from 2002 1 263 398. c Excess from 2003 1 158.372. d Excess from 2004 2.020.055. e Excess from 2005 2.373.221.

JSA 5E14801000

4.849.092.

2.813 221.

7 662.313.

440 000.

119 691.

7.102.622.

29145H K932 11/15/2006 15:00:53 V05-8 85651

NONE

NONE

NONE

(d) 2005

986 845.

NONE

NONE

986 845.

NONE

NONE

Form 990-PF (2005)

10

Form 990-PF (2005) 48-0935563 Page9

-· ..... Private Operating Foundations (see page 26 of the instructions and Part VII-A, question 9) NOT APPLICABLE 1 a If the fQundation has received a ruling or determination letter that ii 1s a pnvate operating

foundation, and the ruling 1s effective for 2005, enter the date of the ruling . . . . . . . . . . . . ..... b Check box to indicate whether the organization 1s a private operating foundation described in section I 4942(1)(3) or I I 4942(1)(5)

2a Enter the lesser of the Tax year Prior 3 years

(e) Total ad1usted net income from (a) 2005 (b) 2004 (c) 2003 (d) 2002 Part I or the minimum investment return from Part X for each year listed • • •

b 85% of lme 2a ..... c Oualofymg d1stnbubons from Part

XII, Ima 4 for each year listed

d Amounts mduded m lme 2c not used directly for act1w conduct of exempt actJ\1bes • • • • •

e Qualofymg d1stnbut1ons made directly for act1w conduct of exempt actMbes Subtract lone 2d from lme 2c • • • • •

3 Complete 3a, b, or c for the a1temat1w test retied upon

a • Assets" altemabw test - enter

( 1 ) Value of ell assets ... (2) Value of assets qualifying

under section 4942(1)(3)(8)(1). • • • •

b "Endowment" alternabw test-enter 2/3 of minimum invest-ment return shown 1n Part X. lone 6 for each year listed ..

c "Support" eltemat1w test - enter

(1) Total support other than gross investment income (interest d1\1dends, rents, payments on seamties loans (section 512(a)(5)), or royalbes) ......

(2) Support from general pubhc and 5 or more exempt organizations as provided In section 4942 0){3)(B)Ou) • • • • • •

( 3) Largest amount of SUJ>-port from an exempt organizabon .....

( 41 Gross mwstment income •

•::.t:·~·:~,. Supplementai,: lnform~tion (Complete this part only if_ the org~nization had $5,000 or more in

assets at any time during the year - see page 26 of the mstruct1ons.)

1 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 $5,000) (See secton 507(d)(2) )

NONE b List any managers of the foundation who own 10% 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 Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here IJ,,, D if the organization only makes contributions to preselected charitable organizations and does not accept unsohc1ted requests for funds If the organization makes gifts, grants, etc (see page 26 of the instructions) to ind1v1duals or organizations under other cond1t1ons, complete ,terns 2a, b, c, and d

a The name, address, and telephone number of the person to whom apphcat,ons should be addressed· SEE STATEMENT 9

b The form in which apphcat,ons should be submitted and information and materials they should include

SEE STATEMENT 10 c Any submission deadlines

NONE d Any restrictions or hm1tat1ons on awards, such as by geographical areas, charitable fields, kinds of inst1tut1ons, or other

factors.

SEE STATEMENT 11 JSA 5E1490 1 000

29145H K932 11/15/2006 15:00:53 V05-8 85651

Form 990-PF (2005)

11

Form 990-PF (2005) 4 8-0 93 55 63 UtfflEVJ . Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment

. Rec1p1ent II rec1p1ent ,s an mdMdual, FoundatJon Purpose of grant or show any relabonsh,p to status of Amount Name and address (tome or business)

eny foundation manager rec1p1ent contnbutJon

or substan~al canlnbulor

a Paid dunng the year SEE ATTACHMENT D 3,581,020.

Total. ..,.. Ja 3 581 020. b Approved for future payrrent

Total . ..... Jb

Form 990-PF (2005)

JSA 5E1491 1 000

29145H K932 11/15/2006 15:00:53 V05-8 85651 12

Form 990-PF (2005) 48-0935563 •:.. ......... y ........ Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated Unrelated business incane Excluded b, section 512, 513, or 514

. (a) (b) (c) (d) Business ExcluJIOn

1 Program service revenue code Amount co e Amount

a

b

c

d

e f

g Fees and contracts from government agencies

2 Membership dues and assessments • . • . •

3 Interest on saV1ngs and temporary cash investments 14 115 085. 4 D1v1dends and interest from secunties 14 129 310. ... 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 inventory 18 102,479. 9 Net income or (loss) from special events • .

1 O Gross profit or (loss) from sales of inventory.

11 Other revenue· a

b

c

d

e

12 Subtotal Add columns (b), (d), and (e) .••• 346 13 Total. Add line 12, columns (b), (d), and (e) ••••.•..•••••••••....••••..•••••••• 13 (See worksheet in lme 13 instructions on page 27 to venfy calculations )

•::.t:1~•: .. ,jl =· Relationship of Activities to the Accomplishment of Exempt Purposes

874.

(e) Related or exempt function income ~ee page 26 of t e instructions )

346 874.

Line No. Explain below how each activity for which income 1s reported m column (e) of Part XVI-A contributed importantly to the accomplishment of the orgarnzat1on's exempt purposes (other than by providing funds for such purposes) (See

T page 27 of the instructions )

NOT APPLICABLE

Form 990-PF (2005) JSA SE 1492 1 000

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2005 4 8 - 0 9 3 5 5 6 3 Page 1 2 Information Regarding Transfers To and Transactions and Relationships With Noncharitable

1

Exem ot Organizations 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 than section 501 (c)(3) organizations) or in section 527, relating to political organizations?

a Transfers from the reporting organization to a nonchantable exempt organization of·

(1) Cash .

(2) Other assets

b Other transactions

(1) Sales of assets to a noncharitable exempt organization

(2) Purchases of assets from a nonchantable exempt organization

(3) Rental of fac1ht1es, equipment, or other assets

(4) Reimbursement arrangements •

(5) Loans or loan guarantees

(6) Performance of services or membership or fundra1sing sohcitat1ons

c Sharing of fac1ht1es, equipment, mailing hsts, other assets, or paid employees

d If the answer to any of the above 1s "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 1n column (d) the value of the goods, other assets, or services

received

Yes No

1al11 x 1a(2l x

1 b(1l x 1b(2l x 1 b(3l x 1bl4l x 1bl5l x 1b(6) x

1t x

(a) Line no (bl Amount involved (c) Name of nonchantable exempt organization (d) Description of transfers. transactions, and shanng arrangements

NIA N/A

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 501(c)(3)) or 1n section 527? • • . . . • • • • • • . • • • • • • D Yes [iJ No

b If ed "Yes " comolete the followino sch ule (a) Name of organization (bl Type of organization (c) Descnpt1on of relat1onsh1p

Under penalties of perJury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, 1t ,s true, correct, and complete Declaration of preparer {other than taxpayer or fiduciary) 1s based on all 1nformat1on of which preparer has any knowledge

~ qi~ q~ I 1/-/f-O(p ~ Tre-qJ._':f..re,

a, Signature of officer or trustee Date Title ... a,

Date Preparer's SSN or PTIN J: Check1f D

,.1, :5"ia '-(See Signature on page 28 c: ,UI >,

-~ self-employed "" of the instructions ) .21 ... - Preparer's ~ A '\/\. A~ "O ! c signature ·- - .. r---.. P00248403 Cl) ·;; .. 0

0.. c. Cl> (br ~ ~ - ~ Cl> UI Firm's name r yours 1f BKu ;,..,.1 ,r.'M,._ EIN ""44-0160260 a:::::,

self-employed), address, 1551 N WATERFRONT PKWY, STE 300 and ZIP code WICHITA. KS 67206-6601 Phone no 316-265-2811

Form 990-PF (2005)

JSA 5E14931000

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FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME

IP Kind of Property Descnpt1on pr Date Date sold

D acquired Gross sale I Deprec1at1on Cost or

I FMV

I AdJ basis

I Excess of Gain

pnce less allowed/ other as of as of FMVover or exnenses of sale ;,llnw;,blA h~~·~ 1 '>1~11,::;a 1.,,., 11,::;a ad1 basis llossl

SEE ATTACHMENT A IE VAR VAR PROPERTY TYPE: SECURITIES

€,798,439. 6,695,960. 102,479.

----------TOTAL GAIN (LOSS) . .. . . . . . ......................................... 102,479.

----------

JSA 5E1730 1 000

29145H K932 11/15/2006 15:00:53 V05-8 85651 15

CLAUDE R. LAMBE CHARITABLE FOUNDATION EIN 48-0935563

SCHEDULE OF INFORMATION FOR 2005 form 990-PF

Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kmd(s) of property sold (e g • (b) How acquired

real estate, 2-story brick warehouse; P- Purchase or common stock, 200 shs MLC Co) 0- Donation

1a Mellon Bank - Zazove Associates, LLC Fund - Sale of Units p

b Goldman Sachs Short Duration Fund - Sale of Units p

c

d

e

f

g

(e) Gross sales pnce (f) Depreciation allowed (g) Cost or

mmus expense of sale (or allowable) other basis

a 1,786,573 0 1,545,431

b 5,011,866 0 5,150,529

c

d

e

f

g

Complete only for assets showing gamin column (h) and owned by the foundation on 12/31/69

(1) FM V as of 12/31/69 ~) AdJusted basis (kl Excess of col. (1)

as of 12/31/69 over col 0), 1f any

a 0

b 0

c 0

d 0

e 0

f 0

g 0

If gain, also enter in Part I, line 7

2 Capital gam net income or (net capital loss). If (loss), enter -0- m Part I, hne 7

3 Net short-term capital gam or (loss) as defined in sections 1222(5) and (6)

If gain, also enter in Part I, line 8, column (c) (see pages 11 and 16 of the

instructions) If (loss), enter -0- m Part I, line 8

ATTACHMENT A (c)

Date acquired (d) Date sold (mo • day, yr) (mo., day, yr.)

1/05 -12/05 1/05 - 12/05

1/05 - 3/05 1/05 - 3/05

(h) Gam or (loss)

(e) plus (f) minus (g)

241,142

(138,663)

0

0

0

0

0

(I) Gains (Col (h) gain mmus col. (k),

but not less than -0-)

or Losses (from col (h))

241, 142

(138,663)

0

0

0

0

0

2 102,479

3 0


ATTACHMENT TO FORM 990-PF TO REPORT EXPENDITURE RESPONSIBILITY GRANT

For the Year Ended 12/31/05

PART Vll-8, Question on Line Sc: ATTACHMENT B

Expenditure Responsibility Statement for the year 2005

Pursuant to IRC Regulation section 53.4945-5(d)(2), the CLAUDE R. LAMBE CHARITABLE FOUNDATION provides the following information:

(i) Name & Address of Grantee:

(ti) Date and Amount of Grant.

(iii) Purpose of Grant:

Allen-Lambe House Foundation 255 N. Roosevelt Wichita, KS 67208

April 29, 2005 104,020

General program operating support for the Allen-Lambe House Foundation, an educational foundation which operates a museum and study center in a house located in Wichita, Kansas, designed by Frank Lloyd Wright in 1915. The house museum is open to the general public. The program of the Foundation includes restoration and conservation of the house, gardens, and its interiors, with furnishings to showcase the "Prairie Style" designs of Frank Lloyd Wright; and to maintain a library archive study center for the study of Frank Lloyd Wright and other interrelated areas of design.

(iv} Amounts expended· Reports received from the Allen-Lambe House Foundation show the following expenditures: $104,020 of the April 2005 grant was spent for operating support of the museum

(v) Diversions·

(vi) Date of Reports

(vi) Verification:

To the knowledge of this grantor foundation, no funds have been diverted to any activity other than the activity for which the grant was originally made

On May 3, 2006, the Allen-Lambe House Foundation submitted a full and complete report of its expenditures of the April 2005 operating support grant

The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the reports were made


SCHEDULE OF INFORMATION FOR 2005 FORM 990 PF

PART VIII, Line 1 - Officers, Directors.Trustees, Managers, Etc.

(b) Title, and average (d) Contributions hours per week to employee

(a) Name and Address devoted to position (cl Compensation benefit plans

Richard H. Fink President I Director 0 0 655 15th Street, NW, Suite 445 1 hour per week Washington, DC 20005

Kelly Young Vice President 0 0 655 15th Street, NW, Suite 445 1/1/05 to 5/19/05 Washington, DC 20005 5 hours per week average

Kevin Gentry Vice President 0 0 655 15th Street, NW, Suite 445 1/1/05 to 10/12/05 Washington, DC 20005 7 hours per week average

Logan Moore Secretary 0 0 655 15th Street, NW, Suite 445 10/12/05 to 12/31/05 Washington, DC 20005 22 hours per week avera~e

Mark Humphrey Secretary 0 0 P.O. Box 2256 1/1/05 to 10/12/05 Wichita, KS 67201 Less than 1 hour per week

Vonda Holliman Treasurer 0 0 P 0. Box 2256 3 hours per week average Wichita, KS 67201

Charles G. Koch Director 0 0 P.O. Box 2256 Less than 1 hour per week Wichita, KS 67201

Elizabeth B Koch Director 0 0 P.O. Box 2256 Less than 1 hour per week Wichita, KS 67201

Elizabeth R Koch Director 0 0 PO Box 2256 Less than 1 hour per week Wichita, KS 67201

Charles C Koch Director 0 0 PO Box 2256 Less than 1 hour per week Wichita, KS 67201

Koch Industries, Inc. Not Applicable 95, 170 0 P.0 Box 2256 (Payment for management Wichita, KS 67201 services of officers above)

Koch Business Holding, LLC Not Applicable 9,707 0 P 0. Box 2256 (Payment for management Wichita. KS 67201 services of officers above)

TOTAL 104,876 0

ATTACHMENT C

(e) Expense account, other

allowances

0

0

0

0

0

0

0

0

0

0

0

0

0



Part XV, Line 3a& b • Grants and Contributions Paid During the Year or Approved for Future Payment

If reap,ent Is an Individual, Foundation Recipient .show any reJaUonshlp 10 status of Purpose of grant

any foundabon manager recipient or contnbut1on Name and address (home or business) or substanbal contributor

a Paid during the year: Allen-Lambe House Foundation Private General Operating Support Wichita, KS

Alliance for School Choice Public General Operating Support Phoenix, AZ

American Conservative Union Foundation Public General Operating Support Alexandria, VA

American Council for Captial Formation Public General Operating Support Washington, DC

American Council for Science and Health Public General Operating Support New York, NY

Americans for Prosperity Foundation Public General Operating Support Washington, DC

Americans for Tax Reform Public General Operating Support Washington, DC

Brookings Joint Center/Regulatory Studies Public Educational Programs Washington, DC

Buckeye Institute Public Educational Programs Columbus, OH

Capital Research Center Public General Operating Support Washington, DC

Cato Institute Public General Operating Support Washington, DC

Carbon Dioxide & Global Change Center Public General Operating Support Tempe, AZ

Federalist Society Public General Operating Support Washington, DC

Foundation for Research on Economics & Public General Operating Support the Environment

Bozeman, MT

Foundation for Individual Rights in Education Public Educational Programs Wallingford, PA General Operating Support

Free Congress Foundation Public General Operating Support Washington, DC

Frontiers of Freedom Public General Operating Support Oakton, VA

The Heritage Foundation Public Educational Programs Washington, DC

Independence Institute Public Educational Programs Golden, CO

Page 1 of 2

ATTACHMENT D

Amount

-

$ 104,020

25,000

2,000

25,000

45,000

1,000,000

15,000

400,000

10,000

50,000

250,000

35,000

100,000

100,000

110,000 140,000

10,000

50,000

465,000

10,000



Part XV, L.ine 3a& b - Grants and Contributions Paid During the Year or Approved for Future Payment

If reap1ont ,s an Individual, Foundation Recipient show any relaUonshlp to status of Purpose of grant

any (oundabon manager recipient or contnbutron Name and address (home or business) or substanUal contnbutor

a Paid during the year: Independent Womens Forum Public General Operating Support Washington, DC

Institute for Energy Research Public General Operating Support Houston, TX

International Policy Network Public General Operating Support London, England

John Locke Foundation Public Educational Programs Raleigh, NC

The Manhattan Institute for Policy Research Public General Operating Support New York, NY

Montreal Economic Institute Publrc General Operating Support Montreal, Quebec, Canada

National Center for Policy Analysis Public General Operating Support Dallas, TX

Reason Foundation Public General Operating Support Los Angeles, CA

South Carolina Policy Council Public Educational Programs Columbia, SC

State Policy Network Public Educational Programs Richmond, CA

Tax Foundation Public General Operating Support Washington, DC

Texas Public Policy Foundation Public Educational Programs Austin, TX

Washington Legal Foundation Public General Operating Support Washington, DC

University of Virginia Center for Politics Pubhc General Operating Support Charlottesville, VA

TOTAL GRANTS PAID TO ORGANIZATIONS

Page 2 of 2

ATIACHMENTD

Amount

25,000

25,000

25,000

10,000

200,000

15,000

25,000

65,000

5,000

15,000

50,000

10,000

150,000

15,000

$ 3,581,020

CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF, PART I - LEGAL FEES ====================-=====--=--

DESCRIPTION

LEGAL FEES-INVESTMENT LEGAL FEES-ADMIN

TOTALS

REVENUE AND

EXPENSES PER BOOKS

150. 9,117.

9,267.

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48-0935563

NET INVESTMENT

INCOME

150.

150.

16

ADJUSTED NET

INCOME

NONE

CHARITABLE PURPOSES

14,736.

14,736.

STATEMENT 1

•


FORM 990PF, PART I - ACCOUNTING FEES ====================-======-==-==--=

DESCRIPTION

ACCOUNTING FEES INVESTMENT ACCTG SERVICE FEES

TOTALS

REVENUE AND

EXPENSES PER BOOKS

13,625. 3,451.

17,076.

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48-0935563

NET INVESTMENT

INCOME

3,451.

3,451.

17

ADJUSTED NET

INCOME

NONE

CHARITABLE PURPOSES

12,335.

12,335.

STATEMENT 2

•

•


FORM 990PF, PART I - OTHER PROFESSIONAL FEES

DESCRIPTION

PROFESSIONAL CONSULTING FEES INVESTMENT MANAGEMENT FEES GRANT ADMINISTRATION FEES

TOTALS

REVENUE AND

EXPENSES PER BOOKS

4,781. 30,450.

119,107.

154,338.

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48-0935563

NET INVESTMENT

INCOME

30,450.

30,450. ==============

18

CHARITABLE PURPOSES

2,005.

61,753.

63,758. ==============

STATEMENT 3

•

• • CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF, PART I - TAXES

DESCRIPTION

FEDERAL EXCISE TAX

TOTALS

REVENUE AND

EXPENSES PER BOOKS

3,128.

3,128.

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48-0935563

STATEMENT 4

19


FORM 990PF, PART I - OTHER EXPENSES

DESCRIPTION

INSURANCE

POSTAGE & DELIVERY

BANK FEES

SUPPLIES

TELEPHONE

MEMBERSHIP & DUES

MISCELLANEOUS

TOTALS

REVENUE AND

EXPENSES PER BOOKS

5,049.

67 6.

199.

674.

875.

1,870.

9,343.

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48-0935563

20

CHARITABLE PURPOSES

5,049.

520.

199.

585.

769.

1,870.

56.

9,048.

STATEMENT 5

•


FORM 990PF, PART II - U.S. AND STATE OBLIGATIONS

DESCRIPTION

FEDERAL HOME LOAN BKS CONS BO

US OBLIGATIONS TOTAL

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48-0935563

ENDING BOOK VALUE

500,000.

500,000.

21

ENDING FMV

511,704.

511,704.

STATEMENT 6

• ...


FORM 990PF, PART II - OTHER INVESTMENTS

DESCRIPTION

ARDEN ENDOWMENT FUND ZAZOVE CONVERTIBLE BONDS MESIROW ABSOLUTE RETURN FUND

TOTALS

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48-0935563

ENDING BOOK VALUE

5,000,000. 5,471,003. 5,000,000.

15,471,003.

22

ENDING FMV

5,770,828. 5,380,685. 5,555,303.

16,706,816.

STATEMENT 7

0

'..) ..i CLAUDE R. LAMBE CHARITABLE FOUNDATION 48-0935563

FOR~ 990PF, PART VII-B, LINE SC - EXPENDITURE RESPONSBILITY STATEMENT ===-==========================----=-=-----=--------==================

GRANTEE'S NAME: SEE ATTACHMENT B GRANTEE'S ADDRESS: CITY, STATE & ZIP: GRANT DATE: GRANT AMOUNT: GRANT PURPOSE: AMOUNT EXPENDED: ANY DIVERSION? NO DATES OF REPORTS: VERIFICATION DATE: RESULTS OF VERIFICATION:

STATEMENT 8

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\.) •' ,1


FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS

GRANT ADMINISTRATOR 655 15TH ST. NW, STE. 475 WASHINGTON, DC 20005 202-393-2354

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48-0935563

STATEMENT 9

24

~ '.. ..i CLAUDE R. LAMBE CHARITABLE FOUNDATION 48-0935563

990PF, PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS

LETTER EXPLAINING PROJECT AND AMOUNT REQUESTED, PLUS A COPY OF THE IRS DETERMINATION LETTER SHOWING EXEMPTION.

STATEMENT 10

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c~tAuDt R. LAMBE CHARITABLE FOUNDATION 48-0935563

990PF, PART XV - RESTRICTIONS OR LIMITATIONS ON AWARDS =============-----============---------------==-------

GRANTS ARE RESTRICTED TO CHARITABLE ORGANIZATIONS AS DEFINED IN SECTION 50l(C) (3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS.

STATEMENT 11

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• ' Form •3868 (Rev 12-2004)

• If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part II and check lhis box ....... .

Note: Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868.

• If ou are filing for an Automatic 3-Month Extension, complete only Part I (on page 1 ). Additional not automatic 3-Month Extension of Time - Must File Original and One Co

Type or print

Name of Exempt Organization


Employer Identification number

48-0935563

File by the extended due date for filing the return. See lnstrucUons.

Number, street, and room or suite no. If a P.O. box, see instructions.

PO BOX 2256 City, town or post office, state, and ZIP code. For a foreign address, see Instructions.

WICHITA KANSAS 67201

Check type of return to be filed (Ftle a se X Form 990

Form 990-BL

Form 990-EZ

arate application for each return): Form 990-T(sec. 401 (a) or 408(a) trust) Form 990-T (trust other than above)

Form 1041-A Form 990-PF Form 4720

For IRS use only

§ Form 5227 Form 6069

Form 8870

STOP: Do not complete Part II If you were not already granted an automatic 3-month extension on a previously filed Form 8868.

• The books are in the care of ..,.. _V_O_N_D_A_H_O_L_L_IMA __ N _____________________ _

Telephone No . ..,.. ( 316) 828-5552 FAX No . ..,..

• If the organization does not have an office or place of business in the United States, check this box. . . . . . . . . • . . . . . . ..,.. D • If this is for a Group Return, enter the o~nization's four digit Group Exemption Number (G~ . If this is for the whole group, check this box ..,.. LJ. If it is for part of the group, check this box ..,.. LJ and attach a list with the

names and EINs of all members the extension is for. 4 I request an additional 3-month extension of time until NOVEMBER 15, 2 00 6 5 For calendar year 2005 , or other tax year beginning ===========:::;;:a::;n:;;:d:::;e;:;;n;:;;d~tn::,...,9::------

6 If this tax year is for less than 12 months, check reason: LJ Initial return LJ Final return LJ Change in accounting.period

7 State in detail why you need the extension --------------------------------THE TAXPAYER REQUESTS ADDITIONAL TIME IN ORDER TO GATHER THE NECESSARY INFORMATION FOR A COMPLETE AND ACCURATE RETURN.

Ba If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any

nonrefundable credits. See instructions . . . . . . . . . . • . . • • . . . . . . . . . . . . .... _ . . ... ~$ _______ _ b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated

tax payments made. Include any prior year overpayment allowed as a credit and any amount paid

previously with Form 8868 . _ .. _ . _ ...•.............. _ .... _ ....... _ .... ~$ _______ _ c Balance Due. Subtract line 8b from line Ba. Include your payment with this form, or, 1f required, deposit

with FTD coupon or, 1f required, by using EFTPS (Electronic Federal Tax Payment System) See instructions ......................•...•...•.....•. - .... - ....... - $

Signature and Verification Under penalties of perjury, t declare that I have examined this form, Including accompanying schedules and statements, and to the best of my knowledge and belief, ,t 1s true, correct. and complete, and that I am authorized to prepare this form

Date ..,.. JJ/i 1/o G,

Notice to Applicant - To Be Completed by the IRS ~We have approved this application Please attach this form to the organization's return.

(l=1 We have not approved this application. However, we have granted a 10-day grace period from the later of the dale shown below or the due date of the organization's return (including any prior extensions). This grace period Is considered to be a valid extension of time for elections otherwise required to be made on a timely return. Please attach this form to the organization's return.

O We have not approved this application. After considering the reasons stated in item 7, we cannot grant your request for an extension of time to file. We are not granting a 10-day grace period.

B Director

We cannot consider this application because it was filed after the extended due date of the return for which an extension was requested

Other

Date

Alternate Malling Address· Enter the address if you want the copy of this application for an aodilton ... , .. ~,1111min~A'P~nsion

returned lo an address different than the one entered above. t{1

Type or print

JSA SF8055 1 000

Name

BKD, LLP Number and street (Include suite, room, or apt. no.) or a P.O. box number

1551 NORTH WATERFRONT PARKWAY, SUITE 300 City or town, province or state, and country (Including postal or ZIP code)

WICHITA KANSAS 67206 Form 8868 (Rev 12-2004)

Claude R Lambe Charitable Foundation 480935563 2005 02A51D2E

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Transcript of Claude R Lambe Charitable Foundation 480935563 2005 02A51D2E