7/21/2019 Claude R Lambe Charitable Foundation 480935563 2008 05725D89
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. ,
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
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
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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)
7/21/2019 Claude R Lambe Charitable Foundation 480935563 2008 05725D89
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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
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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
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'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
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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
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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
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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
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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
29145H K913)421,02,o~~/20.Cll.9): ~:10: 59 VOS-8. 1 85651
7/21/2019 Claude R Lambe Charitable Foundation 480935563 2008 05725D89
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-------
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
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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
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CLAUDE R. LAMBE CHARITABLE FOUNDATION
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
Less than 1 hour per week
W1ch1ta,KS 67201
Charles C. Koch
Director
0 0
PO Box 2256
Less than 1 hour per week
W1ch1ta,KS
67201
TOTAL
0 0
STATEMENTC
e) Expense
account, other
allowances
0
0
0
0
0
0
0
0
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CLAUDE R. LAMBE CHARITABLE FOUNDATION
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
General Operating Support
Alexandria, VA
George Marshall Institute
Public
General Operating Support
Washington, DC
The Heritage Foundation
Public
Educational Programs
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
General Operating Support
Dallas, TX
Pacific Research Institute
Public
Educational Programs
San Francisco, CA
Reason Foundation
Public
General Operating Support
Los Angeles, CA
Tax Foundation Public Educational Programs
Washington, DC
Texas Public Polley Foundation
Public Educational Programs
Austin, TX
Washington Legal Foundation
Public
General Operating Support
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
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R. LAMBE CHARITABLE FOUNDATION
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
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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
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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
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R. LAMBE CHARITABLE FOUNDATION
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
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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
29145H K932 10/27/2009 11:10:59 V08-8.l 85651
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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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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
29145H K932 10/27/2009 11:10:59 V08-8. 1 85651
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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)
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