.

EXTENSION
GRANTED
Return of Private Foundation

990 PF I
I

Form
Department
of !heTreasurv
1n1ema1
Rewnueserv,ce

4947(a)(1) Nonexempt
Charitable
Trust
Treated as a Private Foundatiol"!
Note: The foundation may be able to use a copy of this return to salisfy state reporting requirements

I I

I I Amended

Final return

Initial return
G Check all that aoolv
Name of foundation

KS

H Check type of orgamzat1on:

lxJ Section

501(cM

exempt

1
3

Contnbut,ont:115'
grants,etc. received (attachschedule)
~
1fthe foundation1snot required to
C
heck
attachSch B. .
Interest on savingsand temporarycash investments

D1v1dendsand interest from securities

125,

Telephone number (see page 10 of the nstructJons)

........

LJ Cash LxJAccrual

of year (from Parl II, col (c), /me

Other (specify)---------------------(Parl I, column (d) must be on cash basis)
16) ~ $
850.
9 388
1::1:1a Analysis of Revenue and Expenses (The
(a) Revenue and
(b) Net investment
total of amounts m columns (b), (c), and (d)
expenses per
income
may not necessanly equal the amounts m
books
column (a) (see page 11 of the mstruct,ons) )
2

:o

......

private foundation

method

20

I 316 l 828-5552
apphcatoon
1s
c If exemption
pending,
checkhere
orgarnzatoons,
checkhere
D 1. F ore1gn
2. F ore1gn
organizations
meeting
the
85%test,checkhereandattach
computation

Other taxable private foundation

J Accounting

value of all assets at end

I I

Address change
Name change
A Employeridentification number
48-0935563

Room/suite

67201-2256

Section 49471al<1) nonexemot charitable trust

Fair market

I I

return

Use the IRS

label.
R. LAMBE CHARITABLE
FOUNDATION
CLAUDE
Otherwise,
Number and street (or P o box number rt madis not dehveredto streetaddress)
print
or type.
BOX 2256
See Specific P. 0.
City
or
town,
state, and ZIP code
Instructions.
WICHITA.

~08

2008 , an d en d"mg

F or ca en d ar vear 2008 , or t ax year b e!:unmnq

OMB No 1545-0052

or Section

269.

125,

269.

59. 523.

59.

523.

606,

558.

791

350.

.~o
D

pnvatefoundabon
statuswas tennonated
undersecbon
507(b)(1)(A),
checkhere ~
If

If the foundation

IS 1n a Rll-mnnth t~,n~J,:V,

undersection
507(b)(1)(B),
checkhere
(c) Adjusted net
income

(d) Disbursements
for charitable
purposes
(cash basis onM

Sa Gross rents .
b Net rental mcomeor (loss)

6a Net gain or (loss) from sale of assetsnot on lone10

b Gross salespncefor all
5, 545, 824.
assetson loneGa
7 Capital gain net income (from Part IV, line 2)

Cl)

::,

c:
Cl)

(.fJ

()
)>

>

Cl)

0::

606,558.

........

Net short-term capital gain

9 Income mod1f1cat1ons
10 a Grosssalesless mums
and allowances
1
b Less Costof goo s s -

Rlf.=r.E!VED

m
0

c Gross profit or

(.)

il<:!(ltrre>zoo~
......
.....
r)

11

Other income I ~I

12

Total. Add line, 1 t

13

Compensationof pfficers,86~Wlj

--

,-L...

......

(/')

......
.

791

.\J 1

14
Other employee ~"""'es ana wages
en
Cl)
15
Pension plans, employee benefits
en
c:
& 16a Legal fees (attach schedule)
)(
b Accounting fees (attach schedule)S.T.MT .1.
w

350.

.....

.......
Cl)

>

c Other professional fees (attach sclieBClf) Z

17
en 18

,,e 20

21

111

22

c:

en

685.

4 84 5.
17

11.785.

NONE

960.

Deprec1at1on (attach schedule) and depletion.

Occupancy
Travel, conferences, and meetings
Printing and publications

.....

Other expenses (attach schedule) S.T Ml'

c: 23

.;:::::
~ 24

. 4.

1 004.

004.

640.

640.

Total operating and administrative expenses.

Cl)

Add lines 13 through 23

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

45

264.

25

Contnbut1ons, gifts, grants paid .

2. 560,

300.

26

anddisbursements.
Add Iones24 and 25
TotaleXPenses
Subtract line 26 from line 12

Cl.

Taxes(attachschedule)(seepage14of the1nstrud1on,l')
*

19

<
,,

975.
960.

Interest

Ill

c:

16
17

27

Excess of revenue over expenses and disbursements

-1

22
2?

605.564.
814.

805.
805.

JSA

8E14101000
11:

10:

NONE

463

92q.

-0-

For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.**
10/27/2009

500.

768.545.

c Adiusted net income (1f neaat1ve,enter -0-\. .

K932

4 29.

449.

214.

b Net investment income (1f negahve, enter -0-)

29145H

14
2

NONE

59

V08-8.

85651

STMT

Form 990-PF (2008)

11'11111
Balance
1
2
3

Attached schedulesand amountsin the

description column should be for end-of-year
amounts only (See instructions)

Sheets

Cash - non-interest-bearing

..

Beginning of year

5
6

(b) Book Value

(a) Book Value

.
..

End of year
(c) Fair Market Value

....

Savings and temporary cash investments

Accounts receivable..,.. ___________________

5, 685,

7.337

1 70.

267.

7 337

267.

NONE

Less allowance for doubtful accounts ....

Paoe2

48- 0935563

Form 990-PF 120081

NONE

------------....-----------------------Less allowance for doubtful accounts ....

------------Grants receivable
....
..
. .. . ..

1. 334.

NONE

Pledges receivable

Receivables due from officers. directors, trustees. and other

d1squahf1edpersons (attach schedule)(see page 15 of the instructions)

..

Other notes and loans receivable {attach schedule) .... _____

Less allowance for doubtful accounts ....

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

. . . ..

....

....

8 Inventories for sale or use

CD
9
Prepaid expenses and deferred charges
Cl)
........
Cl)
<( 10 a Investments - US and stategovernmentobligations(attachschedule)
t/1

1. 216.

9 021.

9 021.

. .

b Investments - corporate stock {attach schedule)

c Investments - corporate bonds {attach schedule).

. . ...
11
Investments- land,buildings,
and equipment basis
Less accumulateddepreciabon....
(attach schedule)
-- --- - - -- - -------12
Investments - mortgage loans

....

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

.. . .

13
14

15
16
17

18
19
CD
;g 20
21
::i 22
t/1

:g

23

..

..

Investments - other {attach schedule)

. ;;T t:TI:.5
Land,buddings,and
....
equipment basis
Less accumulateddepreciabon....
(attach schedule)
- - - - - - - - -- ------- - )
Other assets {describe

6 072,

204.

2 623

804.

2 041.

228.

9 970 092.
28.146.

9 388

850.

-----------------....____________________

Total assets {to be completed by all filers - see the

instructions. Also. see page 1, item I)

11 758

Accounts payable and accrued expenses

..

Grants payable

590.
2 430.

. ...

...

Deferred revenue

Loans from officers. directors,trustees,and other d1squahfied

persons
Mortgages and other notes payable {attach schedule)
Other l1ab1ht1es
{describe

..

)
....___________________

..

Total liabilities (add Imes 17 through 22).

2, 4 30.

....
w

14 6 .

28

Foundations
that follow SFAS 117, check here
and complete
lines 24 through 26 and lines 30 and 31.
Cl)

24
c
ra 25
iii
m 26
"Cl

..

:::,
LI.

!lCD

:l

27
28

160.

9.941.946.

160.

9 941.

946.

9 970

092.

....

Permanently restricted

..

Foundations
that do not follow SFAS 117,
check here and complete lines 27 through 31.

....
o
..
..

Capital stock, trust principal. or current funds

Paid-in or capitalsurplus,or land, bldg , and equipmentfund
Total net assets or fund balances (see page 17 of the

instructions)
Total liabilities and net assets/fund balances (see page 17

11 756,

31

of the instructions)

11

CD

Retained earnings, accumulatedincome.endowment.or otherfunds

...

li!IDI11
Analysis
end-of-year

figure reported

Enter amount

not included

Add Imes 1, 2, and 3

Decreases

at beginning

of year - Part II, column (a), hne 30 (must agree wrth

.. . .

m hne 2 (itemize)

.. . . . . .

not included

Total net assets

7 5 8, 5 9 O.

on prior year's return)

from Part I, hne 27a

Other increases

.... ..

of Changes in Net Assets or Fund Balances

1 Total net assets or fund balances

2
3
4
5
6

11. 7 56

29
30

..
z
<(

Unrestricted
Temporarily restricted

..

m hne 2 (Itemize)..,..

or fund balances

..,..

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

.. .. ..

.......

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

........

at end of year (hne 4 minus hne 5) - Part II, column (b), hne 30 .

...

1
2
3
4
5
6

11
-1

7 56, 160.
814,214.

9 941

946.

9, 941

946 .

Fonn 990-PF (2008)

JSA

8E1420 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

Form ~0-PF

(2008)

~.iiu-- Capital

48-0935563
(bl How
acquired

(a) List and describe the kind(s} of propertysold (e.g . real estate,
2-story brick warehouse. or commonstock. 200 shs. MLC Co}
1a
b

SEE PART

IV

Page

Gains and Losses for Tax on Investment Income

P-Purchase
D-Donat1on

ld)
Date sold
mo., day,

(c) Date
acquired
(mo . day,yr )

yr }

SCHEDULE

c
d

e
(f}

(e) Grosssales price

(g) Cost or other basis

plus expenseof sale

Deprec1at1on
allowed
(or allowable}

(h) Gain or (loss}

(e) plus (f) minus (g}

a
b

c
d

e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(j) AdJustedbasis
(k) Excessof col. (1)
(i) FM V as of 12/31/69
as of 12/31 /69
over col {J),1fany

(I) Gains (Col (h) gain minus

col. {k}, but not less than -0-} or
Losses{from col. {h}}

a
b

c
d

e
If gain, also enter m Part I, hne 7
If (loss), enter -0- 1nPart I, hne 7
3 Net short-term capital gain or (loss) as defined 1nsections 1222(5) and (6)
If gain, also enter m Part I, line 8, column (c) (see pages 13 and 17 of the 1nstruct1ons)
If (loss). enter -0- 1nPart I, hne 8 ........................

.....

2 Capital gain net income or (net capital loss)

...

..

Qualification

}
}3

606

558.

Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year 1nthe base period? .
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

Yes

[x]

No

1 Enter the appropriate amount m each column for each year, see page 18 of the instructions before making any entries
(a)
Base penod years
Calendar year (or tax year beginning 1n)

(b)
AdJusted qualifying

2007
2006
2005
2004
2003

2
3

(d)
D1stribut1on ratio
(col (b) divided by col (c))

(c)
d1stnbut1ons

4.085
4, 231
3. 796
3.110
2.377

Net value of nonchantable-use

15 540.
17,229
19.799
21 925
24. 494

883.
7 35.
938.
086.
850.

assets

497.
773.
4 54.
067.
757.

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

Total of line 1, column (d)

Average d1stribut1on ratio for the 5-year base period - d1v1dethe total on line 2 by 5, or by the
number of years the foundation has been m existence 1fless than 5 years

0. 262918
0. 245606
0. 191770
0. 141851
0.097076

0.939221

..........

0. 187844

..........

Enter the net value of noncharitable-use assets for 2008 from Part X, hne 5

Multiply hne 4 by line 3

Enter 1% of net investment income (1% of Part I, hne 27b)

Add Imes 5 and 6

Enter qualifying d1stribut1ons from Part XII, hne 4

8
2 4 63, 929.
If line 8 1s equal to or greater than hne 7, check the box m Part VI, line 1b, and complete that part using a 1% tax rate See
the Part VI instructions on page 18.

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

11

492. 427.

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

2 158. 783.

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

7 685.

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

2. 166, 468 .

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

JSA
8E1430 1 000

2 9 1 4 5 H K9 3 2 1 0 / 2 7 / 2 0 0 9

Fonn

11 : 1 0 : 5 9

VO8 - 8 . 1

85651

990-PF

(2008)

.
'Form 990-PF (2008)

=.1~A~Excise

Tax Based on Investment

48-0935563
Page4
Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see page 18 of the instructions)

LJ

1 a Exempt operabng foundatJons descnbed m section 4940(d)(2), check here ~

and enter "N/A" on hne 1
Date of ruling letter _________
(attach copy of ruling letter if necessary - see instructions)
b Domestic foundations that meet the section 4940(e) requirements m Part V, check
here

~ [xJ

7. 685.

and enter 1% of Part I, line 27b

c All other domestic foundatJons enter 2% of hne 27b. Exempt foreign orgamzatJons enter 4% of Part I, hne 12, col (b)

Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)

Add lines 1 and 2

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 line 3. If zero or less, enter -O-

7.685.

16. 706.

NONE

Cred1ts/Payments

7. 685.

a 2008 estimated tax payments and 2007 overpayment credited to 2008.

6a

b Exempt foreign organizations-tax withheld at source .

6b

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

6c

d Backup withholding erroneously withheld

Total credits and payments. Add lines 6a through 6d

6d

16. 706.

NONE
NONE

[xJ 1f Form 2220 ,s attached

Enter any penalty for underpayment of estimated tax. Check here

Tax due. If the total of Imes 5 and 8 1smore than line 7, enter amount owed

8
~

~1--'1~0-t-------"'-9~0~2=1~.
Overpaymenl If line 7 1s more than the total of hnes 5 and 8, enter the amount overpaid
Enter the amount of hne 10 to be Credited to 2009 estimated tax ~
g Q 21. Refunded ~ 11

10
11

Statements

Reaardina Activities
Yes

1 a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did 11

No

part1c1pateor intervene m any political campaign? . . . . . . l-'1-"a'-1----+--x=-=-b Did 11spend more than $100 during the year (either directly or md1rectly) for pol1t1calpurposes (see page 19
,__1b
,___x
of the instructions for definition)?

____

......

If the answer is "Yes to fa or 1b, attach a detailed descnpt1on of the acflvt11es and copies of any matenals
published or d1stnbuted by the foundation m connection wtlh the activt11es

c Did the foundation file Form 1120-POL for this year?

,
. . . . . . . . . . . . . . . ,__1_c-t---t-~x~
d Enter the amount (1f any) of tax on pol1t1calexpenditures (section 4955) imposed dunng the year
(1) On the foundation ~ $
(2) On foundation managers ~ $ __________
_
e Enter the reimbursement (1f any) paid by the foundation during the year for pol1t1calexpenditure tax imposed on
foundation managers. ~ $ ___________
_
Has the foundation engaged m any act1v1t1esthat have not previously been reported to the IRS?

x
x

If "Yes, attach a detailed descnpt1on of the activt11es

Has the foundation made any changes, not previously reported to the IRS, m ,ts governing instrument, articles of

mcorporat,on, or bylaws, or other s1m1larinstruments? If "Yes, attach a conformed copy of the changes
4a

4a

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

NIA

4b

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

Was there a liqu1dat1on,term1nat1on, d1ssolut1on, or substantial contraction dunng the year?

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

6

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either
By language m the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory d1rect1ons that
7

8b

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

Did the foundation have at least $5,000 m assets at any time dunng the year? If "Yes," complete Part II, col (c), and Part XV

Ba Enter the states to which the foundation

reports or with which

1t 1s registered (see page 19 of the

mstruct,ons) ~ DC, KS, VA,---------------------------------------------------------b If the answer 1s ''Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General
9

(or designate) of each state as required by General Instruction G? If "No, attach explanation
Is the foundation claiming status as a private operating foundation w1thm the meaning of section 4942(])(3)
or 4942(])(5)

for calendar year 2008

or the taxable year beginning 1n 2008

(see instructions

for Part XIV on

page 27)? If "Yes, complete Part XIV

1O

Did any persons become substantial contributors

names and addresses

during the tax year? If ''Yes," attach a schedule fisting the,r

10
Form

JSA
8E1440 1 000

2 9 1 4 5 H K9 3 2

10 I 27 I 200 9

11 : 1 0 : 5 9

VO8 - 8 1

85651

990-PF

x
(2008)

'

'Form 990-PF (2008)

1:r.,..a. .... , ....,..

48-0935563

PageS

Statements Regarding Activities (continued)

11 At any time during the year, did the foundation. directly or indirectly, own a controlled entity within the
meaning of section 512(b)(3)? If "Yes," attach schedule (see page 20 of the mstruct1ons)

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

12 Did the foundation acquire a direct or indirect interest m any applicable insurance contract before
August 17, 2008?

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

..........

---------

12

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption apphcat1on?
Website address ~ _____ NI A ___________________________________________________________________
14 The books are m care of ~- _Y.QllQ_l:LliQI:_I:_I_l'1)11l
___________

11

13

x
_

LJl .L~?.~::222?. ____ _

Telephone no ~ _____

--------rr

Located at ~jlll_
E._ 37TH STREET NORTH WICHITA,_ KS---------------ZIP+4 ~ 67220
15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF m lieu of Form 1041 - Check here
N/. A
and enter the amount of tax-exempt interest received or accrued during the year ~ 15

I I

=~mJII"!:

Statements Regarding Activities

for Which Form 4720 May Be Required

Yes

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

No

1a During the year did the foundation (either directly or indirectly)

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

[x)No

0Yes

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 1tfrom) a
disqualified person? . .

Yes

(3) Furnish goods, services, or fac11it1es

to (or accept them from) a disqualified person?

Yes

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

Yes

No
No
No

(5) Transfer any income or assets to a disqualified person (or make any of either available for
[x)No

0Yes

the benefit or use of a disqualified person)? .

(6) Agree to pay money or property to a government official? (Exception. Check "No" 1f

the foundation agreed to make a grant to or to employ the official for a period after
termination of government service, 1f terminating within 90 days.).

Yes

No

b If any answer 1s''Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see page 20 of the 1nstruct1ons)?
Organizations relying on a current notice regarding disaster assistance check here

1b

1c

c Did the foundation engage m a prior year many of the acts described 1n1a, other than excepted acts, that

were not corrected before the first day of the tax year beginning m 2008?
2

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined 1nsection 4942(1)(3) or 4942(1)(5))

a At the end of tax year 2008, did the foundation have any undistributed income (lines 6d and
6e, Part XIII) for tax year(s) beginning before 2008?. . . .
, _________
. ________
. _______
_
If "Yes," list the years ~ __________

Yes

No

b Are there any years listed m 2a for which the foundation 1snot applying the prov1s1onsof section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement - see page 20 of the instructions.)

2b

N/ A

3b

N/ A

c If the prov1s1onsof section 4942(a)(2) are being applied to any of the years listed 1n2a, list the years here.

~---------3a

---------

--------

--------

Did the foundation hold more than a 2% direct or 1nd1rectinterest 1nany business
enterprise at any time during the year? .

Yes

No

b If "Yes," did 11have excess business holdings in 2008 as a result of (1) any purchase by the foundation or
d1squalif1edpersons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved by the
Comm1ss1onerunder 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 tf the
foundation had excess busmess holdings m 2008 )

4a

Did the foundation invest during the year any amount in a manner that would Jeopardizeits charitable purposes?

b Did the foundation make any investment in a prior year (but after December 31, 1969) that could Jeopardize its
charitable purpose that had not been removed from Jeopardy before the first day of the tax year beginning m 2008?

4a
. I--+---+--'-'-4b
Form

JSA
8E1450 1 000

29145H

K932

10/27/2009

11:10:

59

V08-8.1

85651

990-Pf

x
(2008)

'Form 990-PF (2008)

Statements

:l;'riira~JI!!:

Regarding Activities

48-0935563
for Which Form 4720 May Be Required (contmued)

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

0Yes

[i)No

0Yes
0Yes

[ii
[i]

[i]Yes

0No

Page6

(2) Influence the outcome of any spec1f1cpublic election (see section 4955), or to carry on,

directly or indirectly, any voter reg1strat1ondrive?

(3) ProVJdea grant to an 1nd1V1dual

for travel, study, or other s1m1larpurposes?

No
No

(4) Provide a grant to an organization other than a charitable, etc., organization described in
section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the 1nstruct1ons)
(5) Provide for any purpose other than religious, charitable, saent1fic, literary, or

educational purposes, or for the prevention of cruelty to children or animals?

Yes

No

b If any answer 1s"Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
Organizations relying on a current notice regarding disaster assistance check here
c

If the answer 1s "Yes" to question 5a(4), does the foundation claim exemption from the tax
because it maintained expenditure respons1b1htyforthe grant? !:i~E.

?T~'I'.E.M~tfl.:

.6. .

Yes

t-5_b_+---+-~X~

~D

No

If "Yes, attach the statement reqwred by Regulations section 53 494~5(d)

6a

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums

on a personal benefit contract?.

Yes
No
b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
.
If you answered "Yes" to 6b, also file Form 8870
7 a At any time during the tax year, was the foundation a party to a proh1b1tedtax shelter transaction?
Yes [i)No
b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?

6b

. I----+----+--

......

7b

N/ A

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

List all officers,

directors,

trustees,

foundation

managers and their compensation

(b) Title, and average
hours per week
devoted to oos1t1on

(a) Name and address

SEE_STATEMENT_C

(see page 22 of the instructions).

~c,>
Compensation
not paid, enter

-0-1

(d) Contnbuoonsto
employeebenefitplans
and deferred comoensat,on

(e) Expense account,

other allowances

______________________
NONE

NONE

NONE

------------------------------------------------------------------------------------------------------------2

Compensation of five highest-paid

If none, enter "NONE."

employees

(other than those included

(b) Title, and average
hours per week
devoted to pos1t1on

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

on line 1 - see page 23 of the instructions).

(c) Compensation

(d) Contnbut1ons to
employee benefit
plans and deferred
compensation

(e) Expense account,

other allowances

NONE

Total

number of other employees paid over $50,000 ..

.
Form

JSA

BE 1460 1 000

29145H

K932 10/27/2009

11: 10:59

V08-8.1

85651

-~!NONE

990-PF

(2008)

48-0935563
About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

Page

Form 9'30-PF(2008)

U1ifl@jj1
Information
3 Five highest-paid

independent

contractors

for professional

services (see page 23 of the instructions).

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

If none, enter "NONE."

(b) Type of service

(c) Compensation

NONE

Total number of others rece1vmq over

1@jf!t.j

$50,000 for professional services

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

NONE

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

E,cpenses

1_NONE---------------------------------------------------------------------2

~1111,.~=
Summary

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

Amount

1_NONE---------------------------------------------------------------------2

All other program-related

investments See page 24 of the instructions

3_NONE_____________________________________________________________________

Total. Add Imes 1 through 3 . . . . . . . . . . . . . . . . . . . .....

Fonn

JSA

8E14651 000

2 9 1 4 5 H K93 2 1 0 I 2 7 I 2 0 0 9 11 : 1 0 : 5 9 VO8 - 8 . 1

85651

990-PF

(2008)

Form 990-Pr

UtfiQ
1

4 8 -0 9 3556 3

(2008)

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
a Average monthly fair market value of securities ....
b Average of monthly cash balances .....
c Fair market value of all other assets (see page 24 of the 1nstruct1ons).
d Total (add Imes 1a, b, and c) ........
e Reduction claimed for blockage or other factors reported on hnes 1a and
1c (attach detailed explanation) . . . . . ....
~1_e~-----------,
Acqu1s1t1onindebtedness applicable to line 1 assets
Subtract line 2 from line 1d ......................................................
Cash deemed held for charitable act1vrt1es.Enter 1 112% of line 3 (for greater amount, see page 25

2
3
4

Page8

1a
1b
1c
1d

11

667

4 39.

2
3

11

667

4 39.

6 110
5 557

421.
018.

NONE

NONE

175 012.
of the 1nstruct1ons) .
_ . . .
1--4-1--------=:....:....:"-L-=-=-=-=-Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, hne 4
5
11
492
4 27.
1---1------=-=c.L..c'--"--':.L--'--'=....!....:..._
Minimum investment return. Enter 5% of line 5 . . . . . . . . . . . .
6
574 621.
Distributable Amount (see page 25 of the instructions) (Section 4942(])(3) and (J)(5) private operating
foundations and certain foreign organizations check here ~
and do not complete this part.)

5
6

1
2a
b
c
3
4
5
6
7

......

....

....

ifii3ii Qualifying
1
a
b
2
3
a
b
4

5
6

. -i 2~i ..

Minimum investment return from Part X, line 6 .. . .. .. .

Tax on investment income for 2008 from Part VI, line 5 . . .
Income tax for 2008 (This does not include the tax from Part VI ) ~ 2b I
Add Imes 2a and 2b
.
.....
Distributable amount before adJustments. Subtract line 2c from hne 1
.. ....
Recoveries of amounts treated as qualifying d1stribut1ons
.. ....
Add Imes 3 and 4
..........
Deduction from distributable amount (see page 25 of the instructions) .
Distributable amount as ad1usted Subtract line 6 from line 5 Enter here and on Part XIII,
..
..
line 1

..

. ..

....

..

..

.-

..

..

574. 621.

2c
3
4
5
6

7. 685.
566. 936 .

7 68 5 .

I
.. .. .. .. .
. . ..
....
...
........
.. . .. . .
. . . -.
. . . .. . .. . . .
.. ..
..
.. . . . .

......

...

..

566

936.

566

936.

Distributions (see page 25 of the instructions)

Amounts paid (including adm1mstrat1veexpenses) to accomplish charitable, etc., purposes

Expenses. contributions, gifts, etc - total from Part I, column (d), hne 26 ...
Program-related investments - total from Part IX-8 ..............................
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

..

purposes ...................
Amounts set aside for spec1f1ccharitable proJects that satisfy the
Su1tab11ity
test (prior IRS approval required) ............................................
Cash d1stribut1ontest (attach the required schedule) .........................................
Qualifying distributions. Add Imes 1a through 3b. Enter here and on Part V, hne8, and Part XIII. hne4 .........
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)

1a
1b

2. 463. 929.

NONE

NONE

3a
3b
4

NONE
NONE
2 463

929.

5
7. 685.
6
Adjusted qualifying distributions. Subtract line 5 from line 4 ...........
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

JSA
BE1470 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

8 5 6 51

990-PF

(2008)

Form 990-PF(2008)

..,. -111

Income (see page 26 of the instructions)

(b)
Years pnor to 2007

(a)

D1stnbutable amount for 2008

line 7

Page9

48-0935563

Undistributed

Corpus

from Part XI,

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

(c)

2007

(d)
2008

566. 936.

Und1stnbutedincome, 1f any, as of the end of 2007

..........

a Enter amount for 2007 only

b Total for pnoryears 2 0__

. 2 0___

, 2 0 __

Excess d1stnbut1ons carryover, 1f any, to 2008.

L 158, 372.
2.020
055.
2, 373, 221.
3.384.774.
3, 348, 840.

a From 2003

.
.

b From 2004
c

From 2005

d From 2006

e From 2007
f

Total of Imes 3a through e

.........

12.285

262.

Qualifying d1stnbut1ons for 2008 from Part XII,

line 4 ~ $
2, 4 63, 929.
a Applied to 2007, but not more than line 2a

b Apphedto und1stnbutedincome of pnor years (Election

required - see page26 of the instructions)

......

c Treated as d1stnbut1ons out of corpus (Election

required - see page 26 of the instructions)

d Applied to 2008 d1stnbutable amount

.....

e Remaining amount distributed out of corpus

566

..

936.

1. 896, 993.

Excess d1stnbut1ons carryover applied to 2008

(If an amount appears m column (cf), the same
amount must be shown m column (a))
Enter the net total of each column as
indicated below:

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

14

182

255.

1. 158

372.

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

....

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

Und1stnbuted income for 2008. Subtract Imes

4d and 5 from line 1 This amount must be
d1stnbuted 1n2009
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)
Excess d1stnbut1ons carryover from 2003 not
applied on line 5 or line 7 (see page 27 of the
instructions)

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

....

Excess distributions
carryover
Subtract lines 7 and 8 from line 6a
Analysis of line 9
a Excess from 2004

to

2009.

.......

13, 023. 883.

10

b Excess from 2005

c

Excess from 2006

d Excess from 2007

e Excess from 2008

2
2
3
3
1

020 055.
373. 221.
384.774.
348 840.
896 993.
Form 990-PF (2008)

JSA

BE14BO 1 000

29145H

K932

10/27/2009

11: 10: 59

V08-8.

85651

'Form

1a

990-PF (2008)

IN Private Ooerating Foundations

48-0935563
see page 27 of the instructions and Part VII-A, question 9)

If the foundation has received a ruhng or determ1nat1on letter that

1.t IS
foundation, and the ruling 1s effective for 2008, enter the date of the ruling
0

b
2a

Enter the lesser of the adJusted net income from Part

I or the minimum investment
return from Part X for each
year listed

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

4942{])(3) or

I I

Prior 3 years

(a) 2008

(c) 2006

(b) 2007

10

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

Page

NOT APPLICABLE

4942{])(5)

(e) Total
(d) 2005

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

85% of line 2a

Qualifying d1stnbubonsfrom Part

XII, line 4 for each year hsted

Amounts mduded m line 2c not

used directly for actl'./8 conduct

of exempt act1Y1t.Jes

Qualifying d1stnbutJons made

directly for active conduct of
exempt act1"1bes Subtract line
2d from line 2c
Complete 3a, b, or c for the
allemat1ve test rehed upon

"Assets" altematl'./8test - enter

...

(1) Value of all assets

(2) Value of assets qualifying
under section

49420)(3)(8)(1)
"Endowment" alternatl'./8 testenter 213

ot

minimum

invest-

ment return shown ,n Part X.

hne 6 for each year listed

..

"Support" altematr,,etest. 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 support from an exempt
organ1zat1on

(4)

.....

Gross investment income

-.:,:;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.)

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 1fthey 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

Information Regarding Contribution,

Grant, Gift, Loan, Scholarship, etc., Programs:

Check here~
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

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

STATEMENT

c Any subm1ss1ondeadlines
NONE

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

STATEMENT

JSA

Fonn

8E1490 1 000

29145H

K932 10/27/2009

11:10:

59

V08-8.1

85651

990-PF

(2008)

4 8-0 9 3 556 3

Form 990-PF (2008)

ifif:VJ
Supplementary
3

Page

11

Information (continued)
Grants and Contributions Paid During the Year or Approved for Future Payment
Rec1p1ent
Name and address (home or business)

If rec1p1ent1san 1nd1V1dual. Foundation

show any relahonsh,pto

any foundahon manager

or substantial contnbutor

status of
rec1p1ent

Purpose of grant or
contnbut,on

Amount

a Paid dunng the year

SEE STATEMENT

Total

3a

3b

2, 560,

300.

2 560.

300.

b Approved for future payment

Total

Fonn
JSA
BE1491 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

990-PF

(2008)

Form 990-PF (2008)

:.:I.

Page

48-0935563

12

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise 1nd1cated

Unrelated business income

(a)

(b)
Amount

Businesscode

1 Program serv1cerevenue

Excluded b section 512, 513, or514

(c)
Exclusioncode

(e)

Related or exemgt
function incom
See page 28 of
he instructions )

(d)
Amount

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 D1V1dendsand interest from securities

...

14
14

125. 269.
59, 523.

18

606

5 Net rental income or (loss) from real estate

a
b

Debt-financed property
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

558.

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

9 Net income or (loss) from special events

10

11 Other revenue a
b

c
d
e

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

....

791

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

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

~u~I
Line No.
~

350 .
791

13

350.

Relationship of Activities to the Accomplishment of Exempt Purposes

=Explain
below how each activity for which income 1s reported in column (e) of
the accomplishment of the foundation's
page 28 of the instructions.)

Part XVI-A contributed importantly to

exempt purposes (other than by providing funds for such purposes). (See

NOT APPLICABLE

Form

JSA
8E1492 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

990-PF

(2008)

Page 13
With Noncharitable

48- 0935563

2008

Information Regarding Transfers To and Transactions

Exempt Organizations

and Relationships

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

No

Yes

501 (c) of the Code (other than section 501 (c)(3) organizations) or in section 527. relating to pol11icalorganizations?
a Transfers from the reporting foundation to a nonchantable exempt organization of
(1) Cash

(2) Other assets

b Other transactions
(1) Sales of assets to a noncharitable exempt organization

x
x
x
x
x
x
x

1bl11
1b(2)

(2) Purchases of assets from a noncharitable exempt organization

(3) Rental of fac11it1es,equipment, or other assets

(4) Reimbursement arrangements

x
x

1al1l
1al21

1bl3l

(5) Loans or loan guarantees

.
.

(6) Performance of services or membership or fundra1singsolicitations

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

..
.

1b(4l
1b(5}
1bl61

1c

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 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

2a

N/A

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? .
b If "Yes" comolete the followma schedule.
(a) Name of organization

(b) Type of organization

Yes

No

(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 and
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

... ~
GI

I 11-J..-,2.()ot.. ~

o(~~
Signature of officer or trustee

GI

:::c
c:

Date

.!=>"'!~~
c

(/)

Preparer's
-ca O signature
: g,:: Firm's name (or yours 1f
ii::::, self-employed), address,
and ZIP code

~~A.

~BKD
1551

,,(bl-iooq

Check1f
self-employed~

LLP
N WATERFRONT

WICHITA,

PKWY,

KS

STE

Ll"eff.J.q_rer
Title

Date

Preparer's 1dent1fymgnumber
(See Signature
instruclJons)

P00770702
EIN ~ 44-0160260

300
67206-6601

PhooenQ 316-265-2811
Form

JSA

8E1493 1 000

2 9 1 4 5 H K9 3 2

10 I 27I 200 9

11 : 1 0 : 5 9

VO8 - 8 1

85651

on page 30 of the

990-PF

(2008)

FORM 990-PF - PART IV

CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT
INCOME
p
Gross sale
price less
exoenses of sale

Deprec1ahon
allowed/
allowab'"'

Cost or
other

"'"~,~

SEE

['OTAL

4, 939,

GA! N( LOSS)

STATEMENT

PROPERTY

5 545, 823.

bl
D

Description

Kind of Property

TYPE:

FMV
as of
1?/'H/i:;n

AdJ basis
as of
1 '>l':11 /l,Q

Excess of
FMVover
ad, basis

Date
acquired
Gain
or
lloss\

VAA

SEC URI TI ES

606, 558.

265.

----------

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

606, 558.

----------

JSA

8E1730 1 000

29145H

K913)421,02,o~~/20.Cll.9):$~:10: 59 VOS-8. 1

85651

Date sold

VAA

-------

CLAUDE R. LAMBE CHARITABLE FOUNDATION

EIN 48-0935563
SCHEDULE OF INFORMATION FOR 2008 form 990-PF

Part IV Capital Gains and Losses for Tax on Investment Income

STATEMENT A

(b) How acquired

P- Purchase
D - Donation
p

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

real estate, 2-story bnck warehouse;
or common stock, 200 shs MLC Co )

(c)
Date acquired
(mo. day, yr)

(d) Date sold

(mo. day, yr)

3/30/2004

10/31/2008

Zazove Associates. LLC Bond Fund - Sale of Bonds

04/04 - 07/08

01/08 - 12/08

Mellon Bonds & Cash - Corporate Actions

7/21/2008

7/21/2008

1a

Arden Endowment Advisors - Sale of Units

d
e
f
g
(e) Gross sales pnce

(f) Depreciation allowed

(g) Cost or

(h) Gain or (loss)

minus expense of sale

(or allowable)

other basis

(e) plus (f) minus (g)

4,118,053

3,366,293

751,760

1,427,723

1,572,972

(145,249)

47

47

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

asof12/31/69

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

(J) AdJusted basis

(k) Excess of col (1)

but not less than -0-)

as of 12/31/69

over col (J), 1fany

or Losses (from col (h))

751,760

(145,249)

47

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

606,558

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

CLAUDE R. LAMBE CHARITABLE FOUNDATIO~

EIN 48-0935563
ATTACHMENT TO FORM 990-PF TO REPORT
EXPENDITURE RESPONSIBILITY GRANT
For the Year Ended 12/31/08

PART VII-B, Question on Line Sc:

STATEMENT B

Expenditure Responsibility Statement for the year 2008

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

(1) Name & Address

of Grantee

Allen-Lambe House Foundation

255 N. Roosevelt
Wichita, KS 67208

(11) Date and Amount

of Grants

February 23, 2007 $113,640

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

CLAUDE R. LAMBE CHARITABLE FOUNDATION

EIN 48-0935563
SCHEDULE OF INFORMATION FOR 2008 FORM 990 PF

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

(a) Name and Address

Richard H. Fink
1515 N Courthouse Rd, Suite 200
Arlington, VA 22201

Managers, Etc.

(b) Title, and average

hours per week
devoted to position

STATEMENTC

(d) Contributions
to employee
benefit plans
(c) Compensation

(e) Expense
account, other
allowances

President I Director
1 hour per week

Secretary

Logan Moore
1515 N Courthouse Rd, Suite 200
Arlington, VA 22201

1 hour per week average

Vonda Holliman
PO Box 2256
Wichita, KS 67201

1 hour per week average

Treasurer

Charles G Koch
P 0. Box 2256
W1ch1ta,KS 67201

Director
Less than 1 hour per week

Elizabeth B Koch
P.O Box 2256
W1ch1ta,KS 67201

Director
Less than 1 hour per week

Elizabeth R. Koch
PO Box 2256
W1ch1ta,KS 67201

Director
Less than 1 hour per week

Charles C. Koch
PO Box 2256
W1ch1ta,KS 67201

Director
Less than 1 hour per week

TOTAL

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 IS an mdMdual,

Rec1p1ent

show any relabonsh1pto

any foundation manager

Name and address (home or business)

a Paid during the year

Allen-Lambe House Foundation
W1ch1ta,KS

Foundation
status of
rec1p1ent

STATEMENT D

Purpose of grant
or contribution

Amount

or substantialcontnbutor

Private

General Operating Support

110,800

..

American Council for Capital Formation

Washington, DC

Public

General Operating Support

100,000

America Council on Science & Health

New York, NY

Public

General Operating Support

50,000

Americans for Prosperity Foundation

Washington, DC

Public

General Operating Support

1,000,000

Capital Research Center

Washington, DC

Public

Educational Programs

Cato Institute
Washington, DC

Public

General Operating Support

260,000

Foundation for Research on Economics &

the Environment (FREE)
Bozeman, MT

Public

General Operating Support

65,000

Free Congress Foundation

Alexandria, VA

Public

General Operating Support

10,000

George Marshall Institute

Washington, DC

Public

General Operating Support

70,000

The Heritage Foundation

Washington, DC

Public

Educational Programs

225,000

Manhattan Institute for Polley Research

New York, NY

Public

General Operating Support

200,000

Media Research Center

Alexandria, VA

Public

General Operating Support

5,000

National Center for Policy Analysis

Dallas, TX

Public

General Operating Support

40,000

Pacific Research Institute

San Francisco, CA

Public

Educational Programs

90,000

Reason Foundation
Los Angeles, CA

Public

General Operating Support

50,000

Tax Foundation
Washington, DC

Public

Educational Programs

50,000

Texas Public Polley Foundation

Austin, TX

Public

Educational Programs

74,500

Washington Legal Foundation

Washington, DC

Public

General Operating Support

TOTAL GRANTS PAID TO ORGANIZATIONS

10,000

150,000

Paae 1 of 1

2,560,300

48-0935563

CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

PART I - ACCOUNTING FEES

REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION
ACCOUNTING FEES
INVESTMENT ACCTG SERVICE FEES
TOTALS

29145H

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11:10:59

V08-8.1

NET
INVESTMENT
INCOME

CHARITABLE
PURPOSES
11,785.

12,130.
4,845.

4,845.

16,975.

4,845.

85651

ADJUSTED
NET
INCOME

NONE

11,785.

STATEMENT 1

48-0935563

CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

PART I - OTHER PROFESSIONAL FEES

DESCRIPTION

REVENUE
AND
EXPENSES
PER BOOKS

NET
INVESTMENT
INCOME

17,960.

17,960.

17,960.

17,960.

INVESTMENT MANAGEMENTFEES
TOTALS

29145H

K932 10/27/2009

11:10:59

V08-8.1

85651

STATEMENT 2

CLAUDi R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

48-0935563

PART I - TAXES
REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION
FEDERAL EXCISE TAX

7,685.
7,685.

TOTALS

STATEMENT 3
29145H

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11:10:

59 V08-8.1

85651

CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

48-0935563

..

PART I - OTHER EXPENSES

REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION
INSURANCE
BANK FEES
TOTALS

29145H

K932 10/27/2009

11:10:59

V08-8.1

CHARITABLE
PURPOSES

1,350.
290.

1,350.
290.

1,640.

1,640.

85651

STATEMENT 4

CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

PART II

48-0935563

- OTHER INVESTMENTS

ENDING
BOOK VALUE

DESCRIPTION
ZAZOVE SALES PENDING
ZAZOVE ASSOC CONVERTIBLE BONDS
TOTALS

29145H

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11:10:59

V08-8.1

85651

ENDING
FMV

5,167.
2,618,637.

NONE
2,041,228.

2,623,804.

2,041,228.

STATEMENT 5

CLAUDS R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

PART VII-B,

48-0935563

LINE SC-EXPENDITURE

RESPONSIBILITY

STATEMENT

==============----------=-====-------------------------------------GRANTEE'S NAME:
GRANTEE'S ADDRESS:
CITY, STATE & ZIP:
GRANT DATE:
GRANT AMOUNT:
GRANT PURPOSE:

SEE STATEMENT B

AMOUNT EXPENDED:
ANY DIVERSION?
NO
DATES OF REPORTS:
VERI FI CATI ON DATE:
RESULTS OF VERIFICATION:

STATEMENT
29145H

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V08-8.l

85651

CLAUD~ R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

48-0935563

PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS

GRANT ADMINISTRATOR
1515 N. COURTHOUSE RD.,
ARLINGTON, VA 22201
703-875-1601

SUITE

200

STATEMENT
29145H

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V08-8. 1

85651

CLAUDf R. LAMBE CHARITABLE FOUNDATION

990PF,

48-0935563

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
29145H

K932 10/27/2009

11:10:59

VOS-8. 1

85651

48-0935563

CLADD~ R. LAMBE CHARITABLE FOUNDATION

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
29145H

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V08-8. 1

85651

Form 8868 (Rev 4-2009)

If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II and check this box . . . . . .
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
Type or
print
Fde by the

Not Automatic

3-Month Extension of Time. Onl file the ori inal no co ies needed .

Name of Exempt Orgamzation

CLAUDE R.

Page 2
.,..(RJ

Employer Identification number

LAMBE CHARITABLE

48-0935563

FOUNDATION

For IRS use only

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

~:'~~for
~P...,....._O_._B_O_X_2_2--:-5~6::-----,-,---,-,:::-::,--,----=-----::---:----:--,--------..,.,---t--City, town or post office, state, and ZIP code. For a foreign address, see instructions.

filing the
return. See
instructions.

.......
----------------,

WICHITA,
KANSAS
67201-2256
Check type of return to be filed (File a separate application for each return)
Form 1041-A
Form 6069
Form 990
X
Form 990-PF
Form 4720
Form 8870
Form 990-BL
Form 990-T (sec. 401(a) or 408(a) trust)
Form 5227
Form 990-T trust other than above
Form 990-EZ
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 . . . . . . . . . . .,..
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 . . . .,..
If 1t1sfor part of the group, check this box ..
.,..
and attach a
hst with the names and EINs of all members the extension is for
NOVEMBER 15, 2009
4 I request an additional 3-month extension of time until

LJ

5
6

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

If this tax year 1sfor less than 12 months, check reason
ln1t1alreturn

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.

LJ

endmg---,--.-----------Final return
Change in accounting period

LJ

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
b If this application 1sfor 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
previously with Form 8868.
c Balance Due. Subtract hne Bb from line Ba Include your payment with this form, or, 1f required, deposit
with F1D coupon or, if reauired, by using EFTPS(Electronic Federal Tax Payment System). See instructions.

Sa $

--

Sb $

Sc $

Signature and Verification

Under penattres of periury, I declare that I have examined this form. ineludmg accompanying
rt is true, correct, and complete, and that I am authonzed to prepare this form.

Signature ....

Tiiie....

schedules and statements. and to the best of my knowledge and belief,

C. P.A.

Date.,..

1/2 I /zooei
Form

BKD,

LLP

1551

N.

WICHITA,
JSA
8F8055 3 000

WATERFRONT PARKWAY, SUITE

KS

67206

300

8868

(Rev 4-2009)