Claude R Lambe Charitable Foundation 480935563 2008 05725D89

7/21/2019 Claude R Lambe Charitable Foundation 480935563 2008 05725D89

1/28

. ,

EXTENSIONRANTED

OMB No 1545-0052

Form or Section 4947(a)(1) Nonexempt Charitable Trust

90 PF

I

Return of Private Foundation

Departmentf heTreasurv Treated as a Private Foundatiol"

1n1ema1ewnue erv,ce I Note: The foundation may be able to use a copy of this return to salisfy state reporting requirements

~08

F d 2008 t b 2008 d d"

r ca en ar vear

, or ax year

e :unmnq .

, an en mg

G Check all that aoolv

I

I nitial return

Final return

I

IAmended return

I I

Name of foundation

Use the IRS

label.

CLAUDE

R.

LAMBE CHARITABLE FOUNDATION

Otherwise,

Number and street (or P o

box number t mad s not dehveredo streetaddress) Room/suite

print

or type.

BOX 2256

See Specific

P. 0.

City or town, state, and ZIP code

Instructions.

WICHITA. KS

67201-2256

H Check type of orgamzat1on:

lxJ

Section 501(cM exempt private foundation

n

Section 49471al

..

ll

...

..

n

c:

e

,

ompensation

(d) Contnbuoons o

(e) Expense account,

hours per week

( not paid, enter

employeebenefitplans

other allowances

devoted to oos1t1on

-0-1

and deferred comoensat,on

SEE_STATEMENT_C ______________________

NONE NONE NONE

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

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

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

2 Compensation of five highest-paid employees (other than those included on line 1 - see page 23 of the instructions).

If none, enter

"NONE."

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

NONE

Total

number of other employees paid over 50,000 ..

(b) Title, and average

hours per week

devoted to pos1t1on

(c) Compensation

(d) Contnbut1ons to

employee benefit

plans and deferred

compensation

(e) Expense account,

other allowances

. -~ NONE

Form

990-PF

(2008)

1460 1 000

29145H K932 10/27/2009 11: 10:59 V08-8.1 85651


7/28

Form 9'30-PF(2008) 48-0935563

Page

7

U1ifl@jj1nformation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

and Contractors

continued)

3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter NONE.

(a) Name and address of each person paid more than $50,000 (b) Type of service

(c) Compensation

NONE

Total number of others rece1vmq over 50,000 for professional services ...............................

I

NONE

1@jf t.j

Summary of Direct Charitable Activities

List the foundation's four largest direct charitable act1vibes dunng the tax year. Include relevant statistical infonnabon such as the number

of organizations and other benefic,anes served, conferences convened. research papers produced, etc

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

2

3

4

~1111,.~=

ummary of Program-Related Investments (see page 23 of the 1nstruct1ons)

Describe the two largest program-related investments made by the foundation dunng the tax year on lines

1

and 2

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

2

All other program-related investments See page 24 of the instructions

3_NONE_____________________________________________________________________ _

Total. Add Imes

1

through 3 . . . . . . . . . . . . . . . . . . . .....

JSA

8E14651 000

2 9 1 4 5 H K9 3 2 1 0

I

2 7

I

2 0 0 9 11 : 1 0 : 5 9

VO

8 - 8 . 1 85651

E,cpenses

Amount

Fonn

990-PF

(2008)


8/28

990-Pr (2008) 4 8 -0 9 3556 3

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,

see page 24 of the instructions.)

Fair market value of assets not used (or held for use) directly 1ncarrying out charitable, etc,

purposes

Average monthly fair market value of securities ....

Average of monthly cash balances .....

Fair market value of all other assets (see page 24 of the 1nstruct1ons) .

Total (add Imes 1a, b, and c) ........

Reduction claimed for blockage or other factors reported on hnes 1a and

1c (attach detailed explanation) . . . . . .... ~1_e~-----------,

Acqu1s1t1onndebtedness applicable to line 1 assets

Subtract line 2 from line 1d

......................................................

Cash deemed held for charitable act1vrt1es. nter 1 112 of line 3 (for greater amount, see page 25

1a

1b

1c

1d

2

3

Pag

6

110

421.

5 557

018.

NON

11 667 4 39.

NON

11 667

4 39.

175

012.

f the 1nstruct1ons) . _ . . . 1--4-1--------=:....:....:"-L-=-=-=-=--

11 492 4 27.

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, hne 4 5

1---1------=-=c.L..c'--"--':.L--'--'=.... ....:..._

Minimum investment return. Enter 5 of line 5 . . . . . . . . . . . . 6

Distributable Amount (see page 25 of the instructions) (Section 4942(])(3) and (J)(5) private operating

foundations and certain foreign organizations check here 0 and do not complete this part.)

Minimum investment return from Part X, line 6

.. .

.

.. . ..

.

..

. -

..

1

Tax on investment income for 2008 from Part VI, line 5

. -i 2~

7 68 5 .

. . .

I 2b I

ncome tax for 2008

(This does not include the tax from Part VI )

Add Imes 2a and 2b

2c

. . . . . . . .. . . . .

.

.

. .

. .

.....

. . .. . . . .

Distributable amount before adJustments. Subtract line 2c from hne 1

. . .

.. ....

. . . . . . . .

3

Recoveries of amounts treated as qualifying d1stribut1ons

..

. .. . . .. .... . .

. - .

4

Add Imes 3 and 4

5

. . . . . . . . . . .......... . .

. .. . .. . . . . . . .

Deduction from distributable amount (see page 25 of the instructions) .

.. . . . .

6

. .

Distributable amount as ad1usted Subtract line 6 from line 5

Enter here and on Part XIII,

line 1

. .

. . . . . . . . . . ..

. .

. . .. ... . .

7

Qualifying Distributions (see page 25 of the instructions)

Amounts paid (including adm1mstrat1ve expenses) to accomplish charitable, etc., purposes

Expenses. contributions, gifts, etc - total from Part I, column (d), hne 26 ... 1a

..

Program-related investments - total from Part IX-8

1b

..............................

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

purposes ...................

2

Amounts set aside for spec1f1ccharitable proJects that satisfy the

Su1tab11ityest (prior IRS approval required)

3a

............................................

Cash d1stribut1on est (attach the required schedule)

3b

.........................................

Qualifying distributions. Add Imes 1a through 3b. Enter here and on Part V, hne8, and Part XIII. hne4

.........

4

Foundations 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 26 of the instructions)

5

Adjusted qualifying distributions. Subtract line 5 from line 4 ...........

6

574

621.

574. 621.

7. 685.

566. 936

566

936.

566

936.

2. 463. 929.

NON

NON

NON

NON

2

463

929.

7. 685.

2 4 56

244.

Note: The amount on line 6 will be used

in

Part V, column (b), m subsequent years when calculating whether the foundation

qualifies for the section 4940(e) reduction of tax

in

those years.

Fonn

990-PF (20

1 000

2 9 1 4 5 H K9 3 2 1 0 2 7 2 0 0 9 11 : 1 0 : 5 9 VO8 - 8 . 1 8 5 6 51


9/28

Form 990-PF 2008)

48-0935563

Page9

..,. -111

Undistributed Income (see page 26 of the instructions)

(a)

(b)

(c) (d)

1

D1stnbutable amount for 2008 from Part XI,

Corpus

Years pnor to 2007

2007

2008

line 7

.....................

566. 936.

2

Und1stnbutedncome, 1f any,

as

of the end of 2007

a Enter amount for 2007 only

..........

b

Total or pnoryears 2 0 __ . 2 0 ___ , 2 0 __

3

Excess d1stnbut1ons carryover, 1f any, to 2008.

a

From 2003

L 158, 372.

b From 2004

2.020 055.

c

From 2005

.

2, 373, 221.

d

From 2006 3.384.774.

e

From 2007

.

3, 348, 840.

f

Total of Imes 3a through e

.........

12.285

262.

4

Qualifying d1stnbut1ons for 2008 from Part XII,

line 4

2, 4 63, 929.

a

Applied to 2007, but not more than line 2a

b

Apphed o und1stnbutedncome of pnor years (Election

required - see page26of the nstructions)

......

c

Treated as d1stnbut1ons out of corpus (Election

required - see page 26 of the instructions)

d Applied to 2008 d1stnbutable amount

.....

566

936.

e Remaining amount distributed out of corpus

..

1.

896, 993.

5 Excess d1stnbut1ons carryover applied to 2008

If an amount appears m column cf), the same

amount must be shown m column a))

6

Enter the net total of each column as

indicated below:

a

Corpus. Add Imes 3f, 4c, and 4e Subtract line 5

14 182 255.

b

Pnor years

undistributed income Subtract

line 4b from line 2b

c

Enter the amount oi pn~r yeir;, u~d;sintiuiecf

income for which a notice of def1c1encyhas 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 27 of the instructions

....

e

Und1stnbuted income for 2007 Subtract line

4a from line 2a. Taxable amount - see page

27 of the instructions

.............

f

Und1stnbuted income for 2008. Subtract Imes

4d and 5 from line 1

This amount must be

d1stnbuted 1n2009

...............

7 Amounts treated as d1stnbut1ons out of corpus

to satisfy requirements

imposed by section

170(b)(1)(F) or 4942(g)(3) (see page 27 of the

instructions)

8

Excess d1stnbut1ons carryover from 2003 not

applied on line 5 or line 7 (see page 27 of the

1. 158 372.

nstructions)

....

9

Excess distributions carryover to

2009.

Subtract lines 7 and 8 from line 6a

13, 023. 883.

.......

10 Analysis of line 9

a

Excess from 2004

2 020 055.

b

Excess from 2005

2 373. 221.

c

Excess from 2006

3

384.774.

d

Excess from 2007

3

348 840.

e

Excess from 2008

1 896 993.

Form 990-PF (2008

JSA

29145H K932 10/27/2009 11: 10: 59 V08-8. 1 85651


10/28

'Form 990-PF (2008)

48-0935563

Page 1

.

IN Private Ooerating Foundations

see page 27 of the instructions and Part VII-A, question 9)

NOT APPLICABLE

1a

If the foundation has received

a

ruhng or determ1nat1on letter that

1.t

0

IS

0

-p~1v~t~ o~e-ra.tin~

I

oundation, and the ruling 1s effective for 2008, enter the date of the ruling

b

Check box to indicate whether the foundation 1s a private operating foundation described in section

I I

4942{])(3) or I

I

4942{])(5)

2a

Enter the lesser of the ad-

Tax year Prior 3 years

(e) Total

Justed net income from Part

(a) 2008

(b) 2007

(c) 2006 (d) 2005

I or the minimum investment

return from Part X for each

year listed

.......

b 85% of line 2a

.....

c Qualifying d1stnbubonsrom Part

XII, line 4 for each year hsted

d

Amounts mduded m line 2c not

used directly for actl'./8 conduct

of exempt act1Y1t.Jes

e

Qualifying

d1stnbutJons made

directly for active conduct of

exempt act1 1bes Subtract line

2d from line 2c

3

Complete 3a, b, or c for the

allemat1ve est rehed upon

a

Assets altematl'./8 est - enter

(1)

Value

of

all assets

...

(2) Value of assets qualifying

under section

49420)(3)(8)(1)

b

Endowment

alternatl'./8 test-

enter 213 t minimum invest-

ment return shown ,n Part

X.

hne 6 for each year listed

..

c

Support altematr,,e est. enter

(1) Total support other than

gross investment income

(interest, dMdends, rents,

payments

on secunt1es

loans (secbon 512(a)(5))

or royalbes).

(2) Support from general

pub he

and 5 or more

exempt organizations as

proV1ded

n

section 4942

G)(3)(B)(m)

(3)

Largest amount or sup-

port

from

an

exempt

organ1zat1on

.....

( 4) Gross investment ncome

-.: :;i..:. .

upplem_entary Information (Complete t~is part _only if the foundation had $5,000 or more in assets at any

time durmg the year - see page 27 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 1f hey have contributed more than $5,000) (See section 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~ D 1f the foundation only makes contributions to preselected charitable organizations and does not accept

unsolicited requests for funds If the foundation makes gifts, grants, etc. (see page 28 of the instructions) to ind1v1duals or

organizations under other cond1t1ons,complete items 2a, b, c, and d.

a The name, address, and telephone number of the person to whom apphcat1onsshould be addressed

SEE STATEMENT 7

b The form in which applications should be submitted and information and materials they should include

SEE STATEMENT 8

c Any subm1ss1ondeadlines

NONE

d Any restrictions or hmitatmns on awards, such as by geographical areas, charitable fields, kinds of inst1tut1ons, or other

factors

JSA

1 000

SEE STATEMENT 9

29145H K932 10/27/2009 11:10: 59 V08-8.1

Fonn 990-PF (2008)

85651


11/28

Form 990-PF 2008)

4 8-0 9 3 556 3

Page

11

ifif VJupplementary Information continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment

Rec1p1ent

If rec1p1ent san 1nd1V1dual.

Foundation

Purpose

of

grant or

how any relahonsh,po

status of

Amount

Name and address home or business)

any foundahon

manager

rec1p1ent

contnbut,on

or substantial contnbutor

a

Paid dunng the year

SEE

STATEMENT D

2 560 300.

Total

3a

2 560. 300.

b pproved for future payment

Total

3b

Fonn

990 PF

2008)

1 000

2 9 1 4 5 H K9 3 2 1 0

I

2 7

I

2 0 0 9 11 : 1 0 : 5 9 VO8 - 8 . 1 85651


12/28

Form 990-PF (2008)

:.:.

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise 1nd1cated Unrelated business income

(a)

1

Program serv1ce evenue

Business ode

a

b

c

d

e

f

g

Fees and contracts from government agencies

2

Membership dues and assessments

3

Interest on savings and temporary cash investments

4

D1V1dends nd 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 inventory

9

Net income or (loss) from special events

.

1 0

Gross profit or (loss) from sales of inventory

.

11

Other revenue a

b

c

d

e

12

Subtotal. Add columns (b), (d), and (e)

. . . .

13 Total

Add hne 12, columns (b), (d), and (e) ..

(See worksheet 1n hne 13 instructions on page 28 to verify calculations)

b)

Amount

48-0935563

Excluded b section 512, 513, or514

(c)

d)

Exclusioncode

Amount

14 125. 269.

14

59 523.

18

606

558.

791 350 .

13

~u~I

=

Relationship of Activities to the Accomplishment of Exempt Purposes

Page

(e)

Related or exemgt

function incom

f

ee page 28 of

he instructions )

791 350.

Line No.

Explain below how each activity for which income 1s reported in column (e) of Part XVI-A contributed importantly

the accomplishment of the foundation s exempt purposes (other than by providing funds for such purposes). (S

page 28 of the instructions.)

NOT APPLICABLE

Form 990-PF (200

1 000

2 9 1 5 H K9 3 2 1 0 2 7 2 0 0 9 11 : 1 0 : 5 9 VO8 - 8 . 1 85651


13/28

1

a

b

c

2008

4 8 - 0 9 3 5 5 6 3

Information Regarding Transfers To and Transactions and Relationships With

Exempt Organizations

Did the orgamzallon directly or indirectly engage in any of the following with any other organization described in section

501 (c) of the Code (other than section 501 (c)(3) organizations) or in section 527. relating to pol11icalorganizations?

Transfers from the reporting foundation to a nonchantable exempt organization of

(1)

Cash

.

. .

(2) Other assets

.

.

Other transactions

(1)

Sales of assets to a noncharitable exempt organization

(2)

Purchases of assets from a noncharitable exempt organization

(3)

Rental of fac11it1es, quipment, or other assets

.

(4)

Reimbursement arrangements

. . . . . .

(5) Loans or loan guarantees

.

. .

.

(6) Performance of services or membership or fundra1singsolicitations

. .

Sharing of facilities, equipment, mailing lists, other assets, or paid employees

.

.

Page

13

Noncharitable

Yes

No

1al1l

x

1al21

x

1bl11

x

1b(2)

x

1bl3l

x

1b(4l

x

1b(5}

x

1bl61

x

1c

x

d If the answer to any of the above 1s Yes," complete the fol lowing schedule Column (b) should always show the fair market value of the goods

other assets, or services given by the reporting foundation. If the foundation 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 received

(a) Line no (b) Amount involved (c) Name of nonchantable exempt orgamza Jon (d) Description of transfers, transactions, and shanng arrangements

N/A N/A

2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt orgamzat1ons described in

section 501 (c) of the Code (other than section 501(c)(3)) or in section 527? . D Yes Q No

b If "Yes" comolete the followma schedule.

(a) Name of organization (b) Type of organization (c) Description of relallonsh1p

Under penalties of periury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge an

belief, 111s true, correct, and complete Declaration of preparer (other than taxpayer or fiduciary) 1s based on all information of which preparer has any knowledge

o ~~

I11-J..,2.()ot..

Ll eff.J.q_rer

GI

Signature of officer or trustee Date Title

...

GI

Preparer's 1dent1fymg umbe

:::c

Date

Check1f D

(See Signature on page 30

of

the

c:

Preparer's

~~A.

self-employed~

instruclJons)

. =>

,, bl-iooq

/)

"'

c

signature

P00770702

ca O

: g, ::

Firm's name (or yours 1f

~BKD

LLP

EIN

44-0160260

ii::::,

self-employed), address,

1551

300

WATERFRONT PKWY,

STE

and ZIP code

WICHITA,

KS

67206-6601

PhooenQ 316-265-2811

Form 990-PF (2008)

JSA

8E1493 1 000

2 9 1 4 5 H K9 3 2 1 0

I

2 7

I

2 0 0 9 11 : 1 0 : 5 9

VO

8 - 8 1 85651


14/28

FORM 990 PF PART IV

CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME

p

Kind of Property

Description

bl

Date Date sold

D

acquired

Gross sale I

Deprec1ahon

Cost or

I

FMV

I

AdJ basis

I

Excess of

Gain

price less

allowed/ other as of

as of

FMVover

or

exoenses of sale

allowab'"'

"'"~,~

1?/'H/i:;n

1 '>l':11 /l,Q

ad, basis

lloss\

SEE

STATEMENT A

p

VAA VAA

PROPERTY

TYPE: SEC URI TI ES

5 545, 823.

4, 939, 265.

606, 558.

----------

['OTAL

GA N( LOSS) . . .. . . . .

...........................................

606, 558.

----------

JSA

8E1730 1 000

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15/28

-------

Part IV

CLAUDE R. LAMBE CHARITABLE FOUNDATION

EIN 48 0935563

SCHEDULE OF INFORMATION FOR 2008 form 990 PF

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e g ,

(b) How acquired

real estate, 2-story bnck warehouse;

P- Purchase

or common stock, 200 shs MLC Co )

D - Donation

1a Arden Endowment Advisors - Sale of Units

p

b Zazove Associates. LLC Bond Fund - Sale of Bonds

p

c

Mellon Bonds Cash - Corporate Actions

p

d

e

f

g

(e) Gross sales pnce f) Depreciation allowed

(g) Cost or

minus expense of sale (or allowable) other basis

a 4,118,053 0 3,366,293

b

1,427,723 0 1,572,972

c

47

0

d

e

f

g

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

(1) FMV asof12/31/69

J) AdJusted basis (k) Excess of col (1)

as of 12/31/69 over col J), 1fany

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 gain net income or (net capital loss).

If (loss). enter -0- in Part I, hne 7 2

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

If gain, also enter 1nPart I, hne 8, column (c) (see pages 11 and 16 of the

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

3

STATEMENT A

(c)

Date acquired

(d) Date sold

(mo. day, yr) (mo. day, yr)

3/30/2004

10/31/2008

04/04 - 07/08 01/08 - 12/08

7/21/2008 7/21/2008

(h) Gain or (loss)

(e) plus

f)

minus (g)

751,760

(145,249)

47

0

0

0

0

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

but not less than

-0-)

or Losses (from col

(h))

751,760

(145,249)

47

0

0

0

0

606,558

0


16/28

CLAUDE R. LAMBE CHARITABLE FOUNDATIO~

EIN 48-0935563

PART VII-B Question on Line

Sc:

ATTACHMENT TO FORM 990-PF TO REPORT

EXPENDITURE RESPONSIBILITY GRANT

For the Year Ended 12/31/08

Expenditure Responsibility Statement for the year 2008

STATEMENT B

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

provides the following information-

(1) Name Address Allen-Lambe House Foundation

of Grantee 255 N. Roosevelt

Wichita, KS 67208

(11) Date and Amount February 23, 2007 $113,640

of Grants April 11, 2008 $110, 800

(111)Purpose of Grants 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 1n1915 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 FrankLloyd Wright and other

interrelated areas of design

(1v) Amounts expended Reports received from the Allen-Lambe House Foundation show the following expenditures

$64,882 of the remaining February, 2007 grant was spent for operating support of the museum

$24,596 of the April, 2008 grant was spent for operating support of the museum.

(v) Diversions 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.

(v1) Date of Reports On May 15, 2009, the Allen-Lambe House Foundation submitted a full and complete

report of its expenditures of the February 2007 and April 2008 operating support grants

(v1) Verification 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


17/28


EIN 48-0935563

SCHEDULE OF INFORMATION FOR 2008 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

c) Compensation

benefit plans

Richard H. Fink President Director

0 0

1515 N Courthouse Rd, Suite 200 1 hour per week

Arlington, VA 22201

Logan Moore Secretary

0

0

1515 N

Courthouse Rd, Suite

200

1 hour per week average

Arlington, VA 22201

Vonda Holliman

Treasurer

0

0

PO Box 2256

1 hour per week average

Wichita, KS 67201

Charles G Koch

Director

0 0

P 0. Box 2256 Less than 1 hour per week

W1ch1ta,KS 67201

Elizabeth B Koch

Director

0 0

P.O Box 2256

Less than 1 hour per week

W1ch1ta,KS 67201

Elizabeth

R

Koch

Director

0 0

PO Box 2256


W1ch1ta,KS 67201

Charles C. Koch

Director

0 0

PO Box 2256


W1ch1ta,KS

67201

TOTAL

0 0

STATEMENTC

e) Expense

account, other

allowances

0

0

0

0

0

0

0

0


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EIN 48-0935563

SCHEDULE OF INFORMATION FOR 2007 FORM 990 PF

Part XV Line

3a

b - Grants and Contributions Paid During the Year or Approved for Future Payment

If reap1ent San mdMdual

Foundation

Rec1p1ent show any relabonsh1po status of Purpose of grant

any foundation manager rec1p1ent or contribution

Name and address (home or business) or substantialcontnbutor

a Paid during the year

Allen-Lambe House Foundation Private General Operating Support

W1ch1ta,KS

..

American Council for Capital Formation Public General Operating Support

Washington, DC

America Council on Science

&

Health Public General Operating Support

New York, NY

Americans for Prosperity Foundation

Public General Operating Support

Washington, DC

Capital Research Center Public

Educational Programs

Washington, DC

Cato Institute

Public

General Operating Support

Washington, DC

Foundation for Research on Economics &

Public General Operating Support

the Environment (FREE)

Bozeman, MT

Free Congress Foundation Public


Alexandria, VA

George Marshall Institute

Public


Washington, DC

The Heritage Foundation

Public


Washington, DC

Manhattan Institute for Polley Research Public General Operating Support

New York, NY

Media Research Center

Public

General

Operating Support

Alexandria, VA

National Center for Policy Analysis

Public


Dallas, TX

Pacific Research Institute

Public


San Francisco, CA

Reason Foundation

Public


Los Angeles, CA

Tax Foundation Public Educational Programs

Washington, DC

Texas Public Polley Foundation

Public Educational Programs

Austin, TX

Washington Legal Foundation

Public


Washington, DC

TOTAL GRANTS PAID TO ORGANIZATIONS

Paae 1 of 1

STATEMENT D

Amount

110,80

100,00

50,00

1,000,00

10,00

260,00

65,00

10,00

70,00

225,00

200,00

5,00

40,00

90,00

50,00

50,00

74,50

150,00

2 560 30


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R. LAMBE CHARITABLE FOUNDATION

M 990PF PART I - ACCOUNTING FEES

INVESTMENT ACCTG SERVICE FEES

TOTALS

REVENUE

AND

EXPENSES

PER BOOKS

12 130.

4 845.

16 975.

29145H K932 10/27/2009 11:10:59 V08-8.1 85651

48-0935563

NET

INVESTMENT

INCOME

4 845.

4 845.

ADJUSTED

NET

INCOME

NONE

CHARITABLE

PURPOSES

11 785.

11 785.

STATEMENT 1


20/28


FORM 990PF PART I - OTHER PROFESSIONAL FEES

DESCRIPTION

INVESTMENT MANAGEMENT EES

TOTALS

REVENUE

AND

EXPENSES

PER BOOKS

17 960.

17 960.

29145H K932 10/27/2009 11:10:59 V08-8.1 85651

48-0935563

NET

INVESTMENT

INCOME

17 960.

17 960.

STATEMENT 2


21/28

CLAUDi R. LAMBE CHARITABLE FOUNDATION

FORM 990PF PART I - TAXES

DESCRIPTION

FEDERAL EXCISE TAX

TOTALS

REVENUE

AND

EXPENSES

PER BOOKS

7 685.

7 685.

29145H K932 10/27/2009 11:10: 59 V08-8.1 85651

48-0935563

STATEMENT 3


22/28

LAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF PART I - OTHER EXPENSES

DESCRIPTION

INSURANCE

BANK FEES

TOTALS

REVENUE

AND

EXPENSES

PER BOOKS

1 350.

290.

1 640.

29145H K932 10/27/2009 11:10:59 V08-8.1 85651

48-0935563

CHARITABLE

PURPOSES

1 350.

290.

1 640.

STATEMENT 4


23/28


ORM 990PF PART II - OTHER INVESTMENTS

ESCRIPTION

AZOVE SALES PENDING

AZOVE ASSOC CONVERTIBLE BONDS

TOTALS

29145H K932 10/27/2009 11:10:59 V08-8.1 85651

48-0935563

ENDING

BOOK VALUE

5 167.

2 618 637.

2 623 804.

ENDING

FMV

NONE

2 041 228.

2 041 228.

STATEMENT 5


24/28

CLAUDS R. LAMBE CHARITABLE FOUNDATION

48-0935563

FORM 990PF, PART VII-B, LINE SC-EXPENDITURE RESPONSIBILITY STATEMENT

==============----------=-====--------------------------------------

GRANTEE S NAME:

SEE STATEMENT B

GRANTEE S ADDRESS:

CITY, STATE ZIP:

GRANT DATE:

GRANT AMOUNT:

GRANT PURPOSE:

AMOUNT EXPENDED:

ANY DIVERSION? NO

DATES OF REPORTS:

VERI FI CATI ON DATE:

RESULTS OF VERIFICATION:

STATEMENT 6

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25/28

CLAUD~ R. LAMBE CHARITABLE FOUNDATION

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

GRANT ADMINISTRATOR

1515 N. COURTHOUSE RD. SUITE 200

ARLINGTON VA 22201

703-875-1601

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48-0935563

STATEMENT 7


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CLAUDf R. LAMBE CHARITABLE FOUNDATION

48-0935563

990PF PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS

-----=-----------------------====================-----=-====

LETTER EXPLAINING PROJECT AND AMOUNTREQUESTED PLUS A COPY OF THE IRS

DETERMINATION LETTER SHOWING EXEMPTION.

STATEMENT 8

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27/28

CLADD~ R. LAMBE CHARITABLE FOUNDATION

48-0935563

990PF, PART XV - RESTRICTIONS OR LIMITATIONS ON AWARDS

------------------------------=-============----------

GRANTS ARE GENERALLY RESTRICTED TO PUBLIC CHARITY ORGANIZATIONS AS

DEFINED IN SECTION 501 C) 3) OF THE INTERNAL REVENUE CODE. THE

FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS OR FOR-PROFIT

CORPORATIONS.

STATEMENT 9

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28/28

Form 8868 (Rev 4-2009) Page

If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only

Part

II and check this box . . . . . . .,..(R

Note. Only complete Part

II

1fyou have already been granted an automatic 3-month extension on a previously filed Form 8868

If ou are film for an Automatic 3-Month Extension, com lete on Part I on a e 1

Additional Not Automatic 3-Month Extension of Time. Onl file the ori inal no co ies needed .

Name of Exempt Orgamzation

Type or

print CLAUDE R. LAMBE CHARITABLE FOUNDATION

Fde by the

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

box,

see instructions

Employer Identification number

48-0935563

For IRS

use

only

~:'~~for

P...,....._O_._B_O_X_2_2--:-5~6::-----,-,---,-,:::-::,--,----=-----::---:----:--,--------..,.,---t--- .......---------------,

filing the

City, town or post office, state,

and

ZIP code. For a foreign

address,

see instructions.

return. See

instructions. WICHITA, KANSAS 67201-2256

Check type of return to

be

filed (File a separate application for each return)

Form 990 X Form 990-PF

Form 990-BL Form 990-T (sec. 401(a) or408(a) trust)

Form 990-EZ

Form 990-T trust other than above

Form 1041-A

Form 4720

Form 5227

D Form 6069

D Form 8870

STOP Do not complete Part II if you were not already granted an automatic 3-month extension on a previously flied Fonn 8868.

The books are in the care of .... _V_O_N_D_A_ H_O_L_L_I_MA_N____________________ _

TelephoneNo .,.. 316 828-5552 FAX No .,..

If the organization does not have an office or place of business in the United States, check this box . . . . . . . . . . .,..

0

If this is for a Gro~ Return, enter the organization's four digit Group Exemption Number (GEN) If this IS

for the whole group, check this box . . . .,..D If 1t 1s or part of the group, check this box .. .,..LJ nd attach a

hst with the names and EINs of all members the extension s for

4 I request an additional 3-month extension of time until

NOVEMBER 15, 2009

5

For calendar year 2008 . or other tax year beginning ~--------~and endmg---,--.------------

6

If this tax year 1s or less than 12 months, check reason

LJ

n1t1al eturn D Final return LJChange 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.

Sa

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

Sa

b

If this application 1s or Form 990-PF, 990-T, 4 720, or 6069, enter any refundable credits and estimated

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

--

reviously with Form 8868.

Sb

c

Balance Due. Subtract hne Bb from line Ba Include your payment with this form, or, 1f required, deposit

with F1Dcoupon or, if reauired, by using EFTPS Electronic Federal Tax Payment System).See instructions.

Sc

Signature and Verification

Under penattres of periury, I declare that I have examined this form. ineludmg accompanying schedules and statements. and to the best

of

my knowledge and belief

rt is true, correct, and complete, and that I am authonzed to prepare this form.

Signature ....

BKD, LLP

1551 N. WATERFRONT PARKWAY, SUITE 300

Tiiie.... C. P.A.

Date.,..

1/2

I zooei

Form 8868 (Rev 4-2009)

Claude R Lambe Charitable Foundation 480935563 2008 05725D89

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