~}O'fE~S~O!~~u~[D)

Return of Private Foundation
or Section

Form990-PF
Department of the Treasury
Internal Revenue SeMce

4947(a)(1) Nonexempt Charitable
Treated as a Private Foundation

Note: The foundation ma be able to use a co

For calendar year 2006, or tax year beginning
G Check all that apply
I I Initial return

Trust

of thts return to satts

~@06

ortmg re wrements

, 2006, and ending

I I Final

I IAmended

return

return

I I

Address

I I Name

change

Name of foundation

A Employer identification

change
number

Use the IRS
label.
48-0935563
R. LAMBE CHARITABLE
FOUNDATION
CLAUDE
Otherwise,
Number and street (or P O box number 1f ma1l 1s not delivered to street address)
Room/suite
B Telephone number {see page 11 of
the instructions)
print
or type.
See Specific 1-'P~.
O~-~B'-'O'-'X~=2=2~5~6~---------------------~---------'('""'3'-'l=-6..c.~)~8~2~8~-~5~5~5'-'2c....-.c II exemptionappl1cat1on
1s
~
Instructions
City or town, state, and ZIP code
pending,checkhere · • • • · ·
.,...

tj

D

WICHITA.

KS

67201-2256

lxJ

I

Fair market

I I

J Accounting

value of all assets at end

D

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

16) ~ $

16

191.

•::.t:••••Analysis

of Revenue and Expenses (The
total of amounts m columns (b), (c), and (d)
may not necessanly equal the amounts m
column (a) (see page 11 of the mstructtons))

1
3

ContnbutionQlfts,grants,etc, received
(attachschedule).
Ch k ..._ X 1fthe foundation 1snot required to
attach Sch B
ec .,...
Interest on saVJngsand temporarycash investments

4

D1v1dends and interest from securities

2

method

Other

LJ Cash

(specify)

computation
E

~ Accrual

___________________

(a) Revenue and

expenses per
books

197

If private toundatK>n status was terrmnated

F

If the foundation

IS in

(c) Adjusted net
income

~

a 60-month termination

~

undersection507(b){1)(B),
checkhere .

(b) Net investment
income

350.

••••••••

undersection507(bJ(1)(AJ,
checkhere •

(Part I, column (d) must be on cash basts)

442.

check here

85%test,checkhereandattach

H Check type of organization
Section 501 (c..2.@.lexempt private foundation
Section 494 7(a)(1) nonexemot charitable trust
Other taxable private foundation

n

1 Foreign organizations,

2 Foreign organizations meeting the

D

n

(d) Disbursements
for charitable
purposes
(cash basis onlv)

197.350.
40,408.

40.408.

5 a Gross rents . • • • • , • • • • • • • • • • •

c

b Net rental income or {loss)--------6a Net gain or {loss) from sale of assets not on line 10
b Gross sales pnce for all
assetsonllne6a
5,296,
762.

>
QI

7

Capital gain net income (from Part IV, line 2) .

8

Net short-term

9

Income mod1f1catlons • •

QI

:::,
QI

a:

.....d:---------~ ~ R;:::-:--_

1----------+----------+----f-r---.--=?
535

/

827.

1;:I ,,_

535.827.

capital gain

10 a Grosssales less returns

I

L

J

and allowances • • • • • 1---------t---------+---------t---="'"''"""=:-'~r_.iLM-*1f--r..i="""''-!::!~-b Less Cost of goods sold . L..-.--------t----------+----------+--------c Gross profit or (loss) (attach schedule)

e:,

c:,

C"-..1

11

irN

>
c::>

--

{)(.;;:n,,..i::---_

Ill

773,585.

Total. Add Imes 1 throuah 11 . • • •

/01
/ X;J

~""'!",
U'... -,
·--.._+-=-......~-'''-----1'--~

Other employee salaries and wages
Pension plans, employee benefits

773.585.

5.156.

Compensation of officers,directors,trustees,etc

c

l

I

Other income (attach schedule) .•.

12
13
14
15

2:'.:}:

-vu,

L_

I

(r-

--------

5.156.

• • •
. . . .

8_ 16a Legal fees (attach schedule) • • • ~T!"f.I'. ],

LL~

b Accounting

z > c
z ...
17
<( ...
18
u c 19
QI

16,

611.

4

590.

3

42.

631.

42.

631.

Other professional fees (attach sclS!Bblll) •

w

94.

fees (attach schedule)s,T!"f.I'. ~

1111

Interest ••...••••.••......

Ill

Taxes {attach schedule)(seepage14of the1nstruct1onsf
'i-------7-~,2~6~4~.+-----------t----------t---------Deprec1at1on (attach schedule) and depletion

E

20
21
c
1111 22
Cl!
c 23

'C
c(
'C

Occupancy

~

Printing and publications

970.

311.

61

123.

Total operating

6,910.

. . • . • • • . .

Other expenses (attach schedule) ~Tl'fl'.

24

13

......•••...

Travel, conferences, and meetings • • • . .

;;

NONE

and administrative

446.

5

3,974.

4.429.

expenses.

QI

a.
0

Add lines 13through23

25
26
27

•.•••••••.

~----7~6~,6~0'-'6~·----~4~7~·~2~2~1~-~-----~N~O~N~E~----~9~1~·~4~6~9.

•••••..
i----4~·~2~6_2~·~2=-0~5~.+---------+---------~--~4~-~1~4~7~·~5~3~0~.
Contributions, g1fts,grantspa~
Totalexoensesanddlsbur,;ementsAdd lines 24 and 25
4 • 3 3 8 • 811 •
4 7 , 2 21 •

NONE

4 •238• 999 •

Subtract hne 26 from line 12
a Excessof revenueoverexpensesanddlsbur,;ements•. t----~3~5~6~5c..L.=2c:2:..6=....:c.+-----------t---------+---------b Net investment income (If negative, enter -0-)
726.364.

-0-

c Ad1usted net income (1f neaat1ve enter -0-) ••
For Privacy Act and Paperwork

Reduction Act Notice, see the instructions.

**STMT

JSA

6E14103 000
29145H

K932

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85651

4

Form 990-PF (2006)

 Form 990-PF (2006)

'

ll!HII Balance

Sheets

.

1
2
3

Cash - non-interest-beanng

4

Pledges receivable

5

Grants receivable

Beginning of year
(a) Book Value

(b) Book Value

1.644.531.

Accounts receivable ~ ___________________

(c) Fair Market Value

395.343.

395.343.

NONE

Less allowance for doubtful accounts ~

6

End of year

.

Savings and temporary cash investments .

Less allowance

Paqe 2

48-0935563

Attached schedulesand amounts 1nthe
description column should be for end-of-year
amounts only (See 1nstruct1ons
)

314.

-----------------------------------for doubtful accounts ~
-------------

NONE

NON E

~

Receivables due from officers, directors, trustees, and other
d1squahf1ed persons (attach schedule) (see page 16 of the 1nstruct1ons)
Other notes and loans receivable (attach schedule) ~ _____

7

Less allowance for doubtful accounts ~

-

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

8 Inventories for sale or use
GI
Prepaid expenses and deferred charges .
en 9
en
c:i::10 a Investments - US and state governmentobligations(attach schedule)*:
en

8. 7 61.
500,000.

3.775.
1 500.000.

3.775.
1. 515 675.

b Investments - corporate stock (attach schedule) .
c Investments - corporate bonds (attach schedule).
Investments- land, bu1ld1ngs, ~
and equipment basis
------------------Less accumulateddeprec1at1on
~
(attach schedule)
- - - - - - - - - - - - _______
Investments - mortgage loans
12

11

13
14

Investments - other (attach schedule) .
~'J.'t:IT:.7
Land, bu1ld1ngs,
and
~
equipment basis
------------------Less accumulateddeprec1at1on
~
(attach schedule)
- - - - - - - - - - - - - - - - - - - )
Other assets (descnbe ~
Total assets (to be completed by all filers - see page 17 of
the instructions Also, see page 1, item I)

624.609.
69.753.

13 998.929.

16. 191. 442.

NONE

Deferred revenue
Loans from officers, directors,trustees,and other disqualifiedpersons
Mortgages and other notes payable (attach schedule) .
other hab1ht1es(describe ~

23

___________________
)

Total liab1lit1es (add lines 17 through 22) .

"' 24

Unrestricted

.

i

Temporarily

restncted

~

25

69 753.

lxJ

NONE

that follow SFAS 117, check here~
lines 24 through 26 and lines 30 and 31.

Organizations
and complete

17 554.856.

13.998.929.

17,554,856.

13,998,929.

17.624.609.

13,998.929.

Permanently restricted .

26

"Cl

~o

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

c:

..

::,
LL

GI

14.276.649.

Grants payable

~ 20
~ 21
::J 22

-"'

17

Accounts payable and accrued expenses

17
18
en 19
GI

0

12.099.811.

____________________

15
16

~

15 471.003.

27
28

Capital stock, trust principal, or current funds •
Pa1d-1nor capital surplus, or land, bldg , and equipment fund

::: 29
~ 30

Retained earnings, accumulatedincome,endowment,or other funds
Total net assets or fund balances (see page 18 of the

GI

z

instructions) •
Total liabilities

31

and net assets/fund balances (see page 18 of

the instructions)

F.Tii•UI

·=
1 Total

•

Analysis of Changes in Net Assets or Fund Balances

net assets

end-of-year

figure

or fund balances
reported

of year - Part II, column (a), hne

at beginning

on pnor year's return)

30 (must

agree with

.

2 Enter amount from Part I, hne 27a
3 Other increases not included 1n line 2 (1tem12e) ~ SEE STATEMENT
8
------------------------------------4 Add lines 1, 2, and 3
5 Decreases not included in line 2 (1tem12e) ~
---------------------------------------6 Total net assets or fund balances at end of year (line 4 minus hne 5) - Part II, column (b), hne 30 .
**STMT

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K932

11/15/2007

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V06-8.l

4

17.554.856.
-3.565.226.
9.299.
13.998.929.

5
6

13,998,929.
Form 990-PF (2006)

6

6E14203000

29145H

1
2
3

85651

 Form 990-PF (2006)

1::.,,, •• ,,_

48-0935563
(b) How

(a) List and describe the k1nd(s)of propertysold (e g , real estate,
2-story bnck warehouse, or common stock, 200 shs MLC Co)
1a
b

SEE PART

IV

3

Page

Capital Gains and Losses for Tax on Investment Income
acquired
P-Purchase
0-Donabon

ld)
Date sold
mo, day, yr)

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

SCHEDULE

c
d

e
(g) Cost or other basis
plus expenseof sale

(f) Depreciation allowed

(e) Gross sales pnce

(or allowable)

(h) Gain or (loss)
(e) plus (f) minus (g)

a
b

c
d

e
Complete

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

(1)F M V as of 12/31/69

(I) Gains (Col (h) gain minus
col (k), but not less than -0-) or
Losses(from col (h))

(k) Excessof col (1)
over col (J), 1fany

U) AdJusted basis

as of 12/31/69

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 18 of the instructions)

{

.....

2 Capital gain net income or (net capital loss)

...

If (loss), enter -0- 1nPart I, line 8 ....•.........................

•:...

Qualification

}
}

2

535.827_

3

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
1 Enter the appropriate

Yes

Ci] No

3,796,938_
3.110.086.
2.377.850.
2.601.735.
1.797.332.

19.799.454_
21. 925. 067.
24.494.757.
26.953.253.
30.411.286.

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

0.19176983365
0. 14185069537
0.09707587628
0.09652768072
0.05910082198

..

2

0.58632490800

..

3

0 .11726498160

..........

4

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

5

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

6

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

7

2.027

713 .

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

8

4.238

999 .

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 rf less than 5 years .......

4

Enter the net value of noncharitable-use

5

Multiply line 4 by line 3

6

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

7

Add Imes 5 and 6

...

(d)
D1stnbut1on ratio
(col (b) d1V1dedby col (c))

(c)
Net value of nonchantable-use assets

(b)
Adjusted qualifying d1stnbut1ons

2005
2004
2003
2002
2001

8

D

amount m each column for each year, see page 19 of the mstrucbons before making any entries

(a)
Base penod years Calendar year
(or tax year beginning 1n)

2
3

. . . .

assets for 2006 from Part X, line 5

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

Enter qualifying d1stribut1ons from Part XII, hne 4.

...

.

17. 229.
2

773 .

020.449.
7,264

.

If line B 1s equal to or greater than line 7, check the box ,n Part VI, line 1b, and complete that part using a 1 % tax rate See the Part VI 1nstruct1onson page 19

if,4303ooo
29145H

Form

K932

11/15/2007

10:41:45

V06-8.1

85651

990-PF

(2006)

 Form990-PFl2006)

•~1·•1•

,

48-0935563

Excise Tax Based on Investment

LJ

1 a Exempt operating foundations described m section 4940(d)(2), check here ..
Date of ruling letter
b Domestic
here

..

_________

foundations

[iJ

that

Paoe4

Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see page 19 of the instructions)

(attach copy of ruling

meet the section

4940(e)

and enter "NIA" on line 1

. }

letter 1f necessary - see rnstrucllons)

requirements

.

rn Part V, check

1

7, 264

_

and enter 1 % of Part I, hne 27b .

c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
trusts and taxable foundations only Others enter -0-)

2

trusts and taxable foundations only Others enter -0-)

4

2

Tax under section 511 (domestic section 4947(a)(1)

3

Add Imes 1 and 2

4

Subtitle A (income) tax (domestic section 4947(a)(1)

5

Tax based on investment income. Subtract lrne 4 from hne 3 If zero or less, enter -0-

3

7.264.

NONE

5

7,264.

7

8,761.

Credits/Payments

6

a 2006 estimated tax payments and 2005 overpayment

Sb

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

6c

d Backup withholding

erroneously

withheld

• •

NONE
NONE

~S_d~-----------1

7

Total credits and payments

8

Enter any penalty for underpayment

9

Tax due. If the total of Imes 5 and 8 1s more than hne 7, enter amount owed

..

Overpayment. If lrne 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 2007 estimated tax..
1, 4 97.

..t--1~0-t--------.......clc.'<.......e4_9_7_.
._ 11

1O
11

•~·~•m"'·•
1a

Statements

Add Imes 6a through 6d .

8. 761.

6a

credited to 2006.

b Exempt foreign orgarnzatrons-tax withheld at source

• • •

• • • • . . • . . . . . . . .

D

of estimated tax Check here

1f Form 2220 1s attached

Refunded

9

Re11ardin11Activities

During the tax year, did the foundation

attempt

to influence

any national, state, or local legislation

part1c1pate or intervene rn any pohtrcal campaign?
b

8

or did 11

Yes

• .

No

1a

X

1b

X

1c

X

2

x

3

x
x

Did 11spend more than $100 during the year (either directly or rnd1rectly) for pohtrcal purposes (see page 20
of the rnstructrons for defirnt1on)?

• •

If the answer is "Yes" to 1a or 1b, attach a detailed descnpt,on of the act1v,t1es and copies of any materials
pub/Jshed or d1stnbuted by the foundation in connection with the act1wt1es

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

Enter the amount (1f any) of tax on poht1cal expenditures
(1) On the foundation .. $

e

Enter the reimbursement

(section 4955) imposed during the year
(2) On foundation managers .. $ ___________

(1f any) paid by the organization

foundation managers .. $ ____________
2

_

during the year for poht1cal expenditure tax imposed on
_

Has the foundation engaged rn any actrvrtres that have not previously been reported to the IRS? .

If "Yes,• attach a detailed descnptJon of the activities
Has the foundation

-3

made any changes, not previously reported to the IRS, rn rts governing instrument, articles of

rncorporatron, or bylaws, or other srmrlar instruments? If "Yes,• attach a conformed copy of the changes
4a

4a

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

b If "Yes," has rt filed a tax return on Form 990-T for !hrs year?

••

NIA

4b

x

5

Was there a hqurdatron, termrnat1on, drssolutron, or substantial contraction during the year?

5

If "Yes,• attach the statement required by General Instruction T
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied erther

6

• By language rn the governing instrument, or
• By state legrslatron that effectively

amends

the governing

instrument

conflict wrth the state law remain rn the governing instrument? •

• •

so that no mandatory

drrectrons that

. .

Ord the foundation have at least $5,000 in assets at any time during the year? If "Yes,· complete Part II, col (c), and Part XV

7
Ba

Enter the

states

to

whrch

the

foundation

reports

or wrth

rnstructrons) .. DC, KS, __________________________
b If the answer

whrch

rt rs registered

(see page

20

of

Is the

rs ''Yes" to line 7, has the foundation

foundation

or 4942{])(5)

clarmrng

for calendar

status

as a private

year 2006

or the

Ord any persons become
names and addresses

substantial

furnished

operating

taxable

contributors

x

Sb

x

the

a copy of Form 990-PF to the Attorney

General

foundation

year beginning

wrthrn

the

in 2006

meaning

of section

(see rnstructrons

4942{])(3)

for Part XIV on

page 28)? If "Yes,• complete Part XIV
1O

x

7

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

(or designate) of each state as required by General Instruction G? If "No,• attach explanation
9

6

during

the tax year? If 'Yes,"

attach

a schedule

listing

9

x

10

x

their
Form 990-PF (2006)

JSA
6E1440 3 000

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85651

 Form 990-PF (2006)

Page 5

48-0935563

Statements

·~illfJll!J~·

Regarding Activities

Continued

11 a At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)?
b

x

12

Did the foundation acquire a direct or indirect interest m any applicable insurance contract? .

13

13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
Website address .... _____ NI A ___________________________________________________________________

x
_

VONDA_HOLLIMAN ____________________
Telephone no .... ____ J 316 }_82 8-5552
_____
E._ 37TH STREET NORTH_,_ WICHITA_, KS _______________
ZIP+4 ....67220
-----------r-r-

14 The books are m care of
Located at .... 4111

NI A

11 b

rents, royalties, and annu1t1es described 1nthe attachment for line 11 a? .
12

x

11a

If ''Yes," attach schedule (see 1nstruct1ons)

If "Yes," did the foundation have a bmdmg written contract m effect on August 17, 2006, covering the interest,

....

15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-F m lieu of Form 1041-Check here ••...•••
· · N/A ..........
and enter the amount of tax-exempt interest received or accrues during the year . . . . • • • • • • . . . . • . • . .... 1 s

L._J

I I

•~T:.• .. 11"1:•

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.
1a

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

[i]

OYes

(1) Engage m the sale or exchange, or leasing of property with a d1squalif1edperson? ..

No

No

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

a d1squalif1ed person? • . . . . . . . . . • • • • • • • • • • . • . • • • • . . .
(4) Pay compensation

to, or pay or reimburse the expenses of, a disqualified person?

No

Yes

(3) Furnish goods, services, or fac1lrt1esto (or accept them from) a disqualified person?

Yes

~

..

(5) Transfer any income or assets to a d1squalif1edperson (or make any of either available
for the benefit or use of a disqualified person)? . . • • • • • • . . . . • . . • • • • •

OYes

No
~

No

[i]

No

[i]

No

(6) Agree to pay money or property to a government off1c1al?(Exception. Check "No"

1f the foundation agreed to make a grant to or to employ the official for a period
after termination
b

of government service, 1f terminating within 90 days)

• . • • • • • • • • • • •

D

Yes

If any answer 1s''Yes" to 1a(1 )-(6), did any of the acts fail to qualify under the exceptions described m Regulations
section 53 4941 (d)-3 or ma current notice regarding disaster assistance (see page 22 of the instructions)?·
Organizations

c

relying on a current notice regarding disaster assistance check here

x

1c

x

Did the foundation engage 1n a prior year many of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning 1n2006?

2

1b

• • • • • • • • •

• . . . . . . . • . . . .

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation def med m section 4942(])(3) or 4942(])(5))

a At the end of tax year 2006, did the foundation have any undistributed income (Imes 6d
and 6e, Part XIII) for tax year(s) beginning before 2006?
If "Yes," list the years .... __________
, _________
b

• • • • • • . • • . • • • • • • . • . . . •
, _________
, ________
_

D

Yes

[i]

No

Are there any years listed m 2a for which the foundation 1snot applying the prov1s1ons of 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 22 of the instructions)

c

....---------3a

.••••••••

•---------

·---------

•---------

Did the foundation hold more than a 2% direct or 1nd1rectinterest many business

D

enterprise at any time during the year? . • . . . • • • • • . • • • • • • • . . . • . • • • • • • • •
b

2b

N/IA

3b

N/IA

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

Yes

[i]

No

If "Yes," did 1t have excess business holdings m 2006 as a result of (1) any purchase by the foundation
or d1squalif1ed persons after May 26, 1969, (2) the lapse of the 5-year period (or longer penod approved
by the Comm1ss1oner under section 4943(c)(7))

to dispose of holdings acquired by gift or bequest, or (3)

the lapse of the 10-, 15-, or 20-year first phase holding penod? (Use Schedule C, Form 4720, to determine
tf

4a

b

the foundation had excess business holdings m 2006 )

Did the foundation invest during the year any amount m a manner that would Jeopardize rts chantable purposes?

4a

Did the foundation make any investment 1n 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 2006? . • • • • • • . •

4b
Form

JSA
6E1450 3 000

29145H

K932

11/15/2007

10:41:45

V06-8_l

85651

990-PF

x
x
(2006)

_

 ·~r
...

Form 990-PF (2006)

Statements

11~:•

5a

Regarding

Activities

Page 6

48-0935563
for Which Form 4720 May Be Required Continued

During the year did the foundation pay or incur any amount to
or otherwise attempt to influence legislation (section 4945(e))?

(1) Carry on propaganda,

0Yes

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

on, directly or indirectly, any voter registration drive? ___

• _____

••

(3) Provide a grant to an md1v1dual for travel, study, or other similar purposes?

__ • _ •

0Yes

____

DYes

•

[i] No
Ci] No

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

[i]

in section 509(a){1 ), (2), or (3), or section 4940(d)(2)? (see instructions) _ _ _ • _ _ _ •

Yes

0No

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

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

If any answer 1s''Yes" to 5a(1)-(5), did any of the transactions

[i]

0Yes

fail to qualify under the exceptions described In

Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 23 of the instructions)?
Organizations relying on a current notice regarding disaster assistance check here
c

No

5b

x

6b

x

. • . • • • . . • . • • • . .... 0

If the answer 1s "Yes" to question 5a(4), does the foundation claim exemption from the

~

.s.T~'f~E.N';r.

tax because 11maintained expenditure respons1b11ityfor the grant? ::,~~

• . • • • - -

[i]

. . . .

Yes

D

No

[i]

No

If "Yes,• attach the statement reqwred by Regulations section 53 494$5(d)
6 a Did the foundation, during the year, receive any funds, directly or indirectly, to pay
premiums on a personal benefit contract? _ _ •••
_ _ _ •••••••
_ • _ . _ ••

D

_ _ • • • • •

b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
If you answered "Yes" to 6b, a/so file Form 8870
7 a At any time during the tax year, was the foundation a party to a proh1b1tedtax shelter transaction?
b If yes, did the foundation receive any proceeds or have any net income attributable to the transaction~

..
1

Yes

___

D

_

[iJ

Yes
• • • • • • ••

No
_ _ _ _ _ 1b

N/IA

...111 Information

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

List all officers,

directors,

trustees,

foundation

(a) Name and address

managers and their compensation (see page 23 of the instructions).
(b) Title, and average
(cl Comp 7nsat1on
(d) Contributions to
(e) Expense account,
()( not paid, enter
employee benefrt plans
other allowances
hours per week
devoted to oos1t1on

.0-1

and deferred comoensation

SEE ATTACHMENT C --------------------

5 156.

2

Compensation of five highest-paid
If none, enter "NONE."

employees

NONE

NONE

(other than those included on line 1 - see page 24 of the instructions).
(b) Title and average
hours per week
devoted to pos1t1on

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

(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

.

· · · - .... !NONE
Form 990-PF (2006)

JSA
6E1460 4 000

29145H

K932

11/15/2007

10:41:45

V06-8.1

85651

 .

4 8-0935563
About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors Continued

Page7

Form 990-PF (2006)

iifli!W• Information
3 Five highest-paid
"NONE."

independent

contractors

for

professional

services

(see page 24 of the instructions).

If none, enter

(b) Type of seMce

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

(c) Compensation

NONE

Total number of others receiving over $50,000 for professional services

1ifl1@

Summary

~

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

I

NONE

of Direct Charitable Activities

List the foundation's four largest direct charitable act1vot1esdunng the tax year Include relevant stat1st1cal1nformat1onsuch as the number
of organozat,ons and other beneficiaries served, conferences convened, research papers produced, etc

Expenses

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

3

4

•~1:.••-=•
Summary

of ProQram-Related Investments (see page 24 of the instructions)

Describe the two largest program-related

investments made up by the foundation dunng the tax year on lines 1 and 2

Amount

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

All other program-related

investments See page 25 of the onstruct,ons

3_NONE _____________________________________________________________________

_

~

Total. Add lines 1 through 3 ...............................................

Form

JSA

6E1465 3 000

29145H

K932

11/15/2007

10:41:45

V06-8.l

85651

990-PF

(2006)

 4 8-0935563

Form 990-PF (2006)

1iffQ
1

Page 8

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see page 25 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 securrtJes

1a
1b
1c
1d

b Average of monthly cash balances .......•............
c Fair market value of all other assets (see page 25 of the instructions) .
d Total (add Imes 1a, b, and c) ......................
.
e Reduction claimed for blockage or other factors reported on lines 1a and

4

1c (attach detailed explanation).
. . . . . . . . . . .
~1_e__________
Acqu1s1t1onindebtedness applicable to line 1 assets
...............
Subtract line 2 from line 1d
Cash deemed held for charitable act1v1tJesEnter 1 1 /2 % of line 3 (for greater amount, see page 26

5

of the instructions) ................................•...........
Net value of noncharitable-use
assets. Subtract line 4 from line 3 Enter here and on Part V, line 4

2
3

NONE

c Add Imes 2a and 2b
Distributable amount before adjustments

5
6
7

155.

17

492

2
I---+--------~~~
3

17

492

155.

17

262
229
861

382.
773.
489.

861

489.

NONE

Minimum investment return from Part X, line 6 . . . . . . . . . . . . .
. . . . . . . . . .
1--1-+------~~~~~
2a Tax on investment income for 2006 from Part VI, line 5 . . . . • •
2a
7 264.
~2_b__________
__,
b Income tax for 2006 (This does not include the tax from Part VI )

3
4

412.
743.

__,

4
5
I---+----~~~~~~~
Minimum investment return. Enter 5% of line 5 . . . . . . . . . . . . . . . . • . . . . . . . . . . . • .
6
Distributable Amount (see page 26 of the instructions) (Section 4942(1)(3) and (j)(5) private operating
foundations and certain foreign organizations check here ~
and do not complete this part )

6

15 929
1 562

2c
I---+-------~~~~
3

Subtract line 2c from line 1

7 264.
854 225.

Recoveries of amounts treated as qualifying distributions . . . . . ...
Add Imes 3 and 4
Deduction from distributable amount (see page 26 of the instructions) .
Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII,

4
5
6

854

225.

line 1

7

854

225.

1a
1b

4,238,999.

Uiflf3iiQualifying

Distributions

(see page 26 of the instructions)

Amounts paid (including adm1rnstrat1ve expenses) to accomplish charitable, etc , purposes

1
a
b
2

Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 ..•.......•
Program-related investments - total from Part IX-8 .......................
Amounts paid to acquire assets used (or held for use) directly 1ncarrying out charitable, etc,
purposes
...................
Amounts set aside for specific charitable projects that satisfy the
Su1tab11itytest (prior IRS approval required)
Cash d1stribut1on test (attach the required schedule) .....................

.......

3
a
b

4
5
6

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

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

Qualifying distributions.

..

Add Imes 1a through 3b Enter here and on Part V, hne 8, and Part XIII, line 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 27 of the instructions)
Adjusted qualifying distributions. Subtract line 5 from line 4 . . . .

NONE

2

NONE

3a
3b
4

NONE
NONE
4.238.999.

..

5
7.264
4.231.735
.. 6
Note: The amount on /me 6 will be used m Part V, column (b), m subsequent years when ca/culatmg whether the foundation
qua/Jf1es for the section 4940(e) reduction of tax m those years
Form

JSA

6E1470

3 000

29145H

K932

11/15/2007

10:41:45

V06-8.1

85651

990-PF

•
.

(2006)

 •ibf3jj1Undistributed
1

Distributable
line 7

Page9

48-0935563

Form 990-PF (2006)

amount

Income (see page 27 of the instructions)

for 2006

from Part XI,

(a)
Corpus

(b)
Years prior to 2005

(d)
2006

(c)
2005

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

854,225.

Und1stnbutedincome, 1f any, as of the end of 2005

2
a

Enter amount for 2005 only

.........

NONE

b Total for pnor years
Excess distributions

3

carryover, 1f any, to 2006

287,576.
1 263.398.
1 158.372.
2.020,055.
2 373. 221.

a From 2001

b From 2002
c

From 2003

d

From 2004

e From 2005
f
4

Total of Imes 3a through e
Qualifying

XII, line 4 ~ $

7.102.622.

- - .........

d1stribut1ons for 2006

Part

from

4,238,999.
NONE

a Applied to 2005, but not more than line 2a ...

b Applied to undistributed income of prior years
(Election required - see page 27 of the 1nstruct1ons)

--

c Treated as d1stribut1ons out of corpus (Election
required • see page 27 of the instructions)
d Applied to 2006 distributable amount

e

5

.....

Remaining amount distributed out of corpus
-Excess d1stribut1ons carryover applied to 2006 .
(If an amount appears tn column (d), the
same amount must be shown m column (a))

Enter the net total of each column
indicated below:

6

a Corpus

854.225.
3.384.774.

as

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

10.487.396.

b Prior years' undistributed income Subtract
line 4b from line 2b ..............
c Enter the amount of prior years' undistributed
income for which a notice of def1c1ency has
been issued, or on which the section 4942(a)
tax has been previously assessed • • • • • • •
d Subtract
line 6c from line 6b Taxable
amount - see page 27 of the 1nstruct1ons
e Undistributed income for 2005 Subtract line
4a from line 2a Taxable amount - see page
27 of the instructions

...

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

f

Undistributed
income for 2006
Subtract
Imes 4d and 5 from line 1 This amount must
be distributed in 2007
Amounts
treated as d1stribut1ons out of
corpus to satisfy requirements imposed by
section 170(b)(1 )(E) or 4942(g)(3) (see page
28 of the 1nstruct1ons) . . . . . . • . • . . . •
Excess d1stribut1ons carryover from 2001 not
applied on line 5 or line 7 (see page 28 of
the instructions) . . . . . . • . . • . • • • • •

NONE

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

7

8

Excess distributions

9

NONE

287.576.

carryover to 2007.

Subtract Imes 7 and 8 from line 6a

....

..

10-199.820.

Analysis of line 9

10
a

Excess from 2002

b

Excess from 2003

c

Excess from 2004

d

Excess from 2005
e Excess from 2006

1.263
398.
1.158.372.
2.020
055.
2.373.221.
3.384
774.
Form 990-PF

JSA
6E1480 3 000

29145H

K932

11/15/2007

10:41:45

V06-8.l

85651

(2006)

 Form 990-PF (2006)
•: u, • Private Operating
I ::.F."r.
1a

48-0935563
Foundations (see page 28 of the instructions and Part VII-A, question 9)

If the foundation has received a ruling or determination letter that It IS a private operating
foundation, and the ruling 1seffective for 2006, enter the date of the ruling
~
.

..

b

2a

85% of line 2a

c

Qualifyingd1stnbut,ons
!remPart
XII, line4 foreachyearlisted

d

Amounts included m ltne 2c not
used directly for act1Ve conduct
of exempt

actMt:1es •

tor

exempt

active

lme 2d from line 2c

I I

(e) Total

(c) 2004

(b) 2005

(a) 2006

4942())(5)

(d) 2003

made

conduct

actMt:Jes

4942())(3) or

•

Qualifyingd1str1buttons
directly

I

Prior 3 years

Tax year

Enter the lesser of the
adjusted net income from
Part I or the minimum
investmentreturn from Part
X for each yearhsted •

b

e

.

Check box to 1nd1catewhether the foundation 1sa private operating foundation described 1nsection

Page 10
NOT APPLICABL E

..

or

Subtract

Complete3a, b, or c !or the

3

alternatJVe test relied upon

a

•Assets• altematJve test - enter

(1) Value of all assets
(2) Valuecl assetsqualifying
under section

b

49420)(3)(8)(~.
"Endowment"alternative
enter 2/3

test-

of mm1mum invest-

ment return shown m Part X,

c

line6 !oreachyearlisted
•support"altematl\le
test- enter
(1) Total supportother than
gross investment income
(interest, drvidends, rents,

paymentson secunt1es
loans (sectJon512(a){5)),
or royalnes)
(2) Support from general
public and 5 or more
exempt organizations as
provided m secb:m 4942

OX3)(B)(m)
(3) Largestamount

port

from
organization

an

·~h_
...
,.
(4)

cl sup,
exempt

Gross investment income •

Supple'!'entary_ Information (Complete this pa~ only if _the organization
at any time during the year - see page 28 of the mstruct1ons.)

1

Information

Regarding

Foundation

had $5,000 or more in assets

Managers:

a List any managers

of the foundation
who have contributed
more than 2% of the total contributions
received
before the close of any tax year (but only 1f they have contributed more than $5,000) (See section 507(d)(2))

by the foundation

NONE
b

List any managers of the foundation
who own 10% or more of the stock of a corporation
(or an equally
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

large portion

of the

NONE
2

Information

Regarding

Contribution,

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

D

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 1nd1v1duals or
organizations under other cond1t1ons, complete items 2a, b, c, and d

a The name, address, and telephone
SEE STATEMENT 10
b The form in which applications

number

of the person to whom applications

should be submitted

and information

should be addressed

and materials

they should include

SEE STATEMENT 11
c Any subm1ss1on deadlines
NONE
d

Any restrictions
factors

or hm1tabons

on awards,

such

as by geographical

areas,

charitable

fields,

kinds

of 1nst1tut1ons, or other

SEE STATEMENT 12
JSA

Form 990-PF (2006)

6E14903000

29145H

K932

11/15/2007

10:41:45

V06-8.l

85651

 4 8-0935563
Information (continued)
Grants and Contributions Paid During the Year or Approved for Future Payment

Page

Form 990-PF (2006)

1:.,ffif3'1
Supplementary
3

Rec1p1ent
Name and address (home or business)

If rec1p1ent as an indrvidual,
show any relabonsh1p to
any foundation manager
or substantial contributor

Foundation
status of
rec1p1ent

Purpose of grant or
contribution

11

Amount

a Patd dunng the year

4,262,205_

SEE ATTACHMENT D

Total
b Approved for future payment

Total

~

3a

~

3b

4.262

Form
JSA
6E14913000

29145H

K932

11/15/2007

10:41:45

V06-8.l

85651

990-PF

205.

(2006)

 Form 990-PF (2006)

••

1:r.1•

Page 12

48-0935563
Analysis of Income-Producing Activities
Unrelated business income

Enter gross amounts unless otherwJse indicated

1 Program service revenue

(a)

(b)

Business Code

Amount

Excluded by section 512, 513, or 514
(c)

(d)

Exclusion code

Amount

(e)
Related or exempt
function income
~ee page 29 of
t e instructions )

a
b

c
d

e
f
g

Fees and contracts from governmentagencies

2 Membership dues and assessments

•••••

3 Interest on savingsand temporarycash investments

4 Dividends and interest from securities

...

14
14

197,350.
40.408.

18

535,827.

5 Net rental income or (loss) from real estate
a

Debt-financed

b

Not debt-financed

property

........

property

......

6 Net rental income or (loss) from personalproperty

7 Other investment income

.........

8 Gain or (loss) from sales of assets other than inventory

9 Net income or (loss) from special events • •
1 O Gross profit or (loss) from sales of inventory.
11 Other revenue a
b

c
d

e

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

....

773,585.
13

13 Total. Add line 12, columns (b), (d), and (e) • • • . • • • • . • . . .
(See worksheet in line 13 instructions on page 29 to verify calculations )

lm:m]r:1
Line No.

...

773

585.

Relationship of Activities to the Accomplishment of Exempt Purposes

Explain below how each act1v1ty for which income 1s reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes) (See
page 29 of the instructions )

NOT APPLICABLE

Form 990-PF

JSA
6E1492 3 000

29145H

K932

11/15/2007

10:41:45

V06-8.l

85651

(2006)

 48-0935563

Page13

Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations
1

Did the organization directly or indirectly engage in any of the following with any other organization described 1nsection
501 (c) of the Code (other than section 501 (c)(3) organizations)

Yes

No

or in section 527, relating to political organizations?

a Transfers from the reporting foundation to a nonchantable exempt organization of
(1) Cash

1a11l

(2) Other assets

1a(2)

x
x

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

1b(1)

(2) Purchases of assets from a noncharitable exempt organization

1b(2l

(3) Rental of fac1htles, equipment, or other assets

1 b(3)

(4) Reimbursement

arrangements •

1b(4l

(5) Loans or loan guarantees

1b(5)

(6) Performance of services or membership or fundra1sing sohc1tallons

1b(6l

c Sharing of fac1l1t1es,equipment, mailing lists, other assets, or paid employees
d If the answer to any of the above 1s 'Yes," complete the following
other assets, or services given by the reporting foundation
arrangement,
(a) Line no

x
x
x
x
x
x
x

1c

schedule Column (b) should always show the fair market value of the goods,

If the foundation received less than fair market value in any transaction or sharing

show 1ncolumn (d) the value of the goods, other assets, or services received

(b) Amount involved

(c) Name of nonchantable exemptorganization

(d) Oescnpt1onof transfers,transactions,and shanngarrangements

N/A

N/A

2 a Is the foundation directly or 1nd1rectly affiliated with, or related to, one or more tax-exempt organizations described in
section 501 (c) of the Code (other than section 501(c)(3)) or in section 527?.
b If "Yes" complete the followina schedule
(a) Name of organization

. • • • • • • . . • • • • • • • • • • • • • • •

(b) Type of organization

D

Yes

[i]

No

(c) Description of relat1onsh1p

Under penalties of perJury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and
belief, 1t1strue, correct, and~reparer
(other than taxpayeror fiduciary)1sbased on all 1nformat1on
of which preparerhas any knowledge

... ~

S1gn~~rtrustee

Cl)

5 -;J.Oo? ~
l/~a~/

.

?:::r;,q_-5q,re_f1

Cl)

::c

Date

c

.!21 ,, ...
! -c
u,
_.,

>,

- .. 0

~

Preparer's
signature

g. ~

~

(}_

Firm's name (or yourMf
0:.::> self-employed), address,
and ZIP code

d

l

c. mc/l_,L>
r

11

/,s-/,UVJ

LLP
~BKD
1551 N WATERF~ONT PKWY, STE 300
KS
WICHITA.
67206-6601

JSA
6E14933000

29145H

K932

11/15/2007

Check1f
self-employed ~

10:41:45

V06-8.l

85651

Preparer's SSN or PTIN
(SeeSignature on page 31
of the instructions)

D

EIN ~

P00248401
44-0160260

Phone no

316-265-2811
Form 990-PF

(2006)

 FORM 990-PF - PART IV
CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT
INCOME
p
Gross sale
priceless
exoenses of sale

I

bl
D

Description

Kind of Property
Deprec1at1on
allowed/
allowable

Cost or
other
h~~·~

I

FMV
as of

I

1'"01~11Cn

AdJ basis
as of
1'>1"11/F:Q

I

Excess of
FMVover
ad• basis

IE VAR

SEE ATTACHMENT A
PROPERTY TYPE: SECURITIES
4,760,935.

!:,296,762.

Date
acquired
Gain
or
11oss\

535,827.

---------TOTAL GAIN(LOSS)

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

535,827.

---=======

JSA

6E1730 1 000

29145H

K9.G21iA2;tJn~/~~:Ol~:!~:41:45

V06-8.l

85651

Date sold

VAR

 CLAUDE R. LAMBE CHARITABLE FOUNDATION
EIN 48-0935563
SCHEDULE OF INFORMATION FOR 2006 form 990-PF

Part IV Capital Gains and Losses for Tax on Investment Income
(b) How acquired
P - Purchase
D - Donation

(a) List and descnbe the kind(s) of property sold (e g .
real estate, 2-story brick warehouse,
or common stock, 200 shs. MLC Co )
1a

Arden Endowment Advisers, LTD - Sale of Class G Shares

b

Mes1rowAbsolute Return Fund Ltd - Sale of Class S Shares

c

ATIACHMENTA

p
p
p

Zazove Associates, LLC Bond Fund - Sale of Bonds

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

(d) Date sold
(mo , day, yr)

3/30/2004

7/1/2006

6/30/2004

4/1/2006

04/04 - 10/06

01/06 - 12/06

d
e
f
g
(e) Gross sales pnce

(f) Deprec1at1onallowed

(g) Cost or

(h) Gain or (loss)

minus expense of sale

(or allowable)

other basis

(e) plus (f) minus (g)

a

2,000,000

0

1,633,707

366,293

b

1,000,000

0

874,002

125,998

c

2,296,762

2,253,226

43,536
0

d
e

0

f

0
0

g

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

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(1) FM V. as of 12/31/69

(J) Ad1usted basis
as of 12/31/69

(k) Excess of col. (i)

but not less than -0-)

over col (J), 1fany

or Losses (from col. (h))

a

0

366,293

b

0

125,998

c

0

43,536

d

0

e

0

0

f

0

0

g

0

0

0

If gain, also enter in Part I, hne 7
2 Capital gain net income or (net capital loss).

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

2

535,827

3 Net short-term capital gain or (loss) as defined in secbons 1222(5) and (6)·
If gain, also enter in Part I, line 8, column (c} (see pages 11 and 16 of the
instructions)

If (loss), enter -0- in Part I, hne 8

3

0

 CLAUDE R. LAMBE CHARITABLE FOUNDATION
EIN 48-0935563
ATTACHMENT TO FORM 990-PF TO REPORT
EXPENDITURE RESPONSIBILITY GRANT
For the Year Ended 12/31/06

PART VII-B, Question on Line Sc:

ATTACHMENT B

Expenditure Responsibility Statement for the year 2006
Pursuant to IRC Regulation section 53.4945-5(d)(2), the CLAUDE R. LAMBE CHARITABLE FOUNDATION
provides the following information:

(i)

Name & Address
of Grantee:

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

(i1) Date and Amount
of Grant:

March 1 , 2006

(iii) Purpose of Grant:

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

(iv)

Amounts expended:

$114,675

Reports received from the Allen-Lambe House Foundation show the following expenditures:
$58,580 of the March, 2006 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.

(vi) Date of Reports:

On June 28, 2007, the Allen-Lambe House Foundation submitted a report of its
expenditures of the March 2006 operating support grant.

(vi) 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 2006 FORM 990 PF

ATTACHMENT C

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

(a} Name and Address

{b) Title, and average
hours per week
devoted to position

(d) Contributions
to employee
Cc) Compensation benefit plans

(e) Expense
account, other
allowances

Richard H Fink
655 15th Street, NW, Suite 445
Washington, DC 20005

President I Director
1 hour per week

0

0

0

Logan Moore
655 15th Street, NW, Suite 445
Washington, DC 20005

Secretary
2 hours per week average

0

0

0

Vonda Holliman
PO Box 2256
Wichita, KS 67201

Treasurer
2 hours per week average

0

0

0

Charles G. Koch
P.O Box 2256
Wichita, KS 67201

Director
Less than 1 hour per week

0

0

0

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

Director
Less than 1 hour per week

0

0

0

Elizabeth R Koch
PO Box 2256
W1ch1ta,KS 67201

Director
Less than 1 hour per week

0

0

0

Charles C. Koch
PO Box 2256
Wichita, KS 67201

Director
Less than 1 hour per week

0

0

0

Koch Business Holdings, LLC
P.O Box 2256
W1ch1ta,KS 67201

Not Applicable
(Payment for management
services of officers above)

5,156

0

0

5,156

0

0

TOTAL

Attachment - Page 4

 · CLAUDE R. LAMBE CHARITABLE FOUNDATION
EIN 48-0935563
SCHEDULE OF INFORMATION FOR 2006 FORM 990 PF
Part XV, Line 3a& b - Grants and Contributions Paid During the Year or Approved for Future Payment
If reap1ent 1san 1nd1V1dual,

Recipient

show any relaUonsh1pto
any foundabon manager

Name and address (home or business)

a Paid during the year:
Allen-Lambe House Foundation
Wichita, KS

Foundation
status of
recipient

ATTACHMENT D

Purpose of grant
or contribution

Amount

or substanbal contnbutor

Private

General Operating Support

American Council for Capital Fonnation
Washington, DC

Public

General Operating Support

40,000

American Council for Science and Health
New York, NY

Public

General Operating Support

30,000

Americans for Prosperity Foundation
Washington, DC

Public

General Operating Support

1,151,500

The Brookings Institution
Washington, DC

Public

General Operating Support

250,000

Brookings Joint Center/Regulatory Studies
Washington, DC

Public

Educational Programs

100,000

Capital Research Center
Washington, DC

Public

General Operating Support

25,000

Cato Institute
Washington, DC

Public

General Operating Support

250,000

The Claremont Institute
Claremont, CA

Public

Educational Programs

Federalist Society
Washington, DC

Public

General Operating Support

117,500

Foundation for Individual Rights in Education
Wallingford, PA

Public

Educational Programs

300,000

Foundation for Research on Economics &
the Environment (FREE)
Bozeman, MT

Public

General Operating Support

100,000

Free Congress Foundation
Washington, DC

Public

General Operating Support

10,000

Frontiers of Freedom
Oakton, VA

Public

General Operating Support

50,000

George Marshall Institute
Washington, DC

Public

General Operating Support
Educational Programs

30,000
40,000

The Heritage Foundation
Washington, DC

Public

Educational Programs

Independent Womens Forum
Washington, DC

Public

General Operating Support

15,000

Institute for Energy Research
Houston, TX

Public

General Operating Support

25,000

Intercollegiate Studies Institute, Inc.
Wilmington, DE

Public

General Operating Support

250,000

Page 1 of 2

$

114,675

5,000

465,000

 CLAUDE R. LAMBE CHARITABLE FOUNDATION
EIN 48-0935563
SCHEDULE OF INFORMATION FOR 2006 FORM 990 PF
Part XV, Line 3a& b - Grants and Contributions Paid During the Year or Approved for Future Payment
If recipient1san 1nd1V1dual,

Rec1p1ent

show any relabonsh,p to
any foundabon manager

Name and address (home or business)

a Paid during the year:
The Leadership Institute
Arlington, VA

Foundation
status of
rec1p1ent

ATTACHMENT D

Purposeof grant
or contribution

Amount

or substanbal contnbutor

Public

Educational Programs
General Operating Support

20,000
4,500

The Manhattan Institute for Policy Research
New York, NY

Public

General Operating Support

200,000

Media Research Center
Alexandria, VA

Public

General Operating Support

4,030

National Center for Policy Analysis
Dallas, TX

Public

General Operating Support

25,000

National Center for Readiness/Preparedness
New York, NY

Public

General Operating Support

25,000

Pacific Research Institute
San Francisco, CA

Public

Environmental Programs

90,000

Political Economy Research Center
Amherst, MA

Public

General Operating Support

20,000

Property and Environment Research Center
Bozeman, MT

Public

Educational Programs

25,000

Reason Foundation
Los Angeles, CA

Public

General Operating Support

90,000

State Policy Network
Richmond, CA

Public

General Operating Support

15,000

Tax Foundation
Washington, DC

Public

General Operating Support

100,000

Texas Public Policy Foundation
Austin, TX

Public

Educational Programs

Washington Legal Foundation
Washington, DC

Public

General Operating Support

TOTAL GRANTS PAID TO ORGANIZATIONS

70,000
205,000
$

Page 2 of 2

4,262,205

 48-0935563

CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

PART I - LEGAL FEES
REVENUE
AND

EXPENSES
PER BOOKS

DESCRIPTION

94.

LEGAL FEES - ADMINISTRATIVE
TOTALS

29145H

K932 11/15/2007

CHARITABLE
PURPOSES

10:41:45

94.

V06-8.1

85651

STATEMENT 1

 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

K932 11/15/2007

10:41:45

V06-8.1

NET
INVESTMENT
INCOME

12,021.
4,590.

4,590.

16,611.

4,590.

85651

ADJUSTED
NET
INCOME

CHARITABLE
PURPOSES
13,311.

NONE

13,311.

STATEMENT 2

 CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

48-0935563

PART I - OTHER PROFESSIONAL FEES
REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION
PROFESSIONAL CONSULTING FEES
INVESTMENT MANAGEMENTFEES
GRANT ADMINISTRATION FEES

K932

11/15/2007

CHARITABLE
PURPOSES
3,769.

42,631.

42,631.
57,354.

42,631.

TOTALS

29145H

NET
INVESTMENT
INCOME

10:41:45

V06-8.1

85651

42,631.

61,123.

STATEMENT

3

 .

-

-

-

---------~

~

48-0935563

CLAUDE R. LAMBE GHARITABLE FOUNDATION

FORM 990PF,

PART I - TAXES
REVENUE
AND

EXPENSES
PER BOOKS

DESCRIPTION
FEDERAL EXCISE TAX

7 f 2 64.
7,264.

TOTALS

STATEMENT 4
29145H

K932 11/15/2007

10:41:45

V06-8.l

85651

 CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF,

48-0935563

PART I - OTHER EXPENSES
REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION

3,802.

INSURANCE

3,802.
156.

POSTAGE & DELIVERY
BANK FEES

172.

172.
89.

SUPPLIES

210.

TELEPHONE
TOTALS

29145H

CHARITABLE
PURPOSES

K932 11/15/2007

10:41:45

3,974.

V06-8.1

85651

4,429.

STATEMENT 5

 48-0935563

CLAUDE R. LAMBE CHARITABLE FOUNDATION
FORM 990PF,

PART II

- U.S.

AND STATE OBLIGATIONS

..
ENDING
BOOK VALUE

DESCRIPTION
FEDERAL & STATE GOV'T BONDS
US OBLIGATIONS TOTAL

29145H

K932 11/15/2007

10:41:45

V06-8.1

85651

ENDING
FMV

1,500,000.

1,515,675.

1,500,000.

1,515,675.

STATEMENT 6

 48-0935563

CLAUDE R. LAMBE CHARITABLE FOUNDATION
FORM 990PF,

PART II

- OTHER INVESTMENTS
"

ENDING
BOOK VALUE

DESCRIPTION
ARDEN ENDOWADVISERS, LTD SHRS
ZAZOVE ASSOC CONVERTIBLE BONDS
MESIROW ABSOLUTE RETURN FUND
TOTALS

29145H

K932 11/15/2007

10:41:45

V06-8.1

85651

ENDING
FMV

3,366,293.
4,607,520.
4,125,998.

4,168,622.
5,051,276.
5,056,751.

12,099,811.

14,276,649.

STATEMENT 7

 6

'

•

CLAUDE R.

LAMBE GHARITABLE FOUNDATION

48-0935563

FORM 990PF,
PART III
- OTHER INCREASES IN NET WORTH OR FUND BALANCES
------------=====-----------------------------------====-==--==-====
DESCRIPTION

AMOUNT

ADJUSTMENT FOR PRIOR YEAR AMORTIZATION

9,299.

TOTAL

9,299.

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

STATEMENT
29145H

K932

11/15/2007

10:41:45

V06-8.l

85651

8

 .

(

\

.

CLAUDE R. LAMBE C:::HARI·TABLE
FOUNDATION

48-0935563

FORM 990PF, PART VII-B,
LINE SC-EXPENDITURE RESPONSIBILITY
=====-------------=============------------------------------------GRANTEE'S NAME:
GRANTEE'S ADDRESS:
CITY, STATE & ZIP:
GRANT DATE:
GRANT AMOUNT:
GRANT PURPOSE:

STATEMENT

SEE ATTACHMENTB

AMOUNTEXPENDED:
ANY DIVERSION?
NO
DATES OF REPORTS:
VERIFICATION DATE:
RESULTS OF VERIFICATION:

STATEMENT 9
29145H

K932 11/15/2007

10:41:45

V06-8.1

85651

 .

"CLAUDE
.' R.

48-0935563

LAMBE GHARI·TABLE FOUNDATION

FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
--------=======================================--------------GRANT ADMINISTRATOR
655 15TH ST. NW, STE.
WASHINGTON, DC 20005
202-393-2354

825

STATEMENT
29145H

K932

11/15/2007
----------------

10:41:45

V06-8.l

85651

10

 4

I

I

•

CLAUDE R. LAMBE GHARI·TABLE 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 11
29145H

K932 11/15/2007

10:41:45

V06-8.1

85651

 4 "

I

I

CLAUDE R. LAMBE GHARI·TABLE FOUNDATION

48-0935563

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

GRANTS ARE 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 12
29145H

K932 11/15/2007

10:41:45

V06-8.l

85651

 Form8868 (Rev

4-2007)

• 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 you are f11inafor an Automatic 3-Month Extension, complete only Part I (on oai:ie 1).
l::.F.Tii.11 Additional (not automatic) 3-Month Extension of Time. You must file original and one copy.
Name of ExemptOrganization
Employer Identification number
Type or
LAMBE
CHARITABLE
48-0935563
CLAUDE R.
FOUNDATION
print
Number,
street,
and
room
or
suite
no.
If
a
P.O.
box,
see
instructions
For
IRS use only
Filebythe
extended
BOX 2256
due datefor P.O.
filingthe
City, town or post office, state, and ZIP code. For a foreign address,see instructions.
return.See
instructions WICHITA
KS 67201-2256

I
I
I

I

Check type of return to be filed (File a separate application for each return).
Form 6069
Form 990
X
Form 990-PF
Form 1041-A
Form 8870
Form 990-BL
Form 990- T (sec. 401 (a) or 408(a) trust)
Form 4720
Form 990-EZ
Form 990-T trust other than above
Form 5227
STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.

D
D

_____________________
The books are 1nthe care of ..,..._V_O_N_D_A_H_O_L_L_I_MA_N
FAX No ..,...
Telephone No ..,... 316-828-5552

•

_

D

• If the organization does not have an office or place of business in the United States, check this box. . . . . . . . . . . . . . . . ..,...
• If this is for a Group Return, enter the o~ization's
four digit Group Exemption Number (GEN>,
. If this is
and attach a list with the
for the whole group, check this box ..,... LJ . If it is for part of the group, check this box ..,...
names and EINs of all members the extension 1sfor.
4 I request an additional 3-month extension of time until
NOVEMBER 15
,20_0_7
___
_

LJ

5

6

For calendar year 2 0 0 6 , or other tax year beginning ~-----20
and ending
If this tax year is for less than 12 months, check reason:
Initial return'
ITF'inal
return

7

State in detail why you need the extension ---------------------------------

Ba

b

c

D

, 20 __ .
1n accounting period

LJ Change

THE TAXPAYER
REQUESTSADDITIONALTIME IN ORDERTO GATHERTHE NECESSARYINFORMATION
FOR A COMPLETE
ANDACCURATE
RETURN.

If this application is for Form 990-BL, 990-PF, 990- T, 4 720, or 6069, enter the tentative tax, less any
nonrefundable credits. See instructions.
If this application is for 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
Balance Due. Subtract line 8b from line Ba. Include your payment with this form, or, if required, deposit
with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System) See
1nstruct1ons

Ba $
-

Bb $

Be $

Signature and Verification
Underpenaltiesof pel)ury,I declarethat I haveexaminedthis form, mcludrngaccompanying
schedulesand statements,and to the best of my knowledgeand belief,
to preparethisform
rt rstrue,correct,andcom lete,andthatI amauthonzed
Signature......

B
D

B

Date ......

e to Applicant. (To Be Completed by the IRS)
We have approvedthis application. Pie
attach this form to the organization'sreturn.
We have not approved this application However, we have granted a 10-day grace period from the later of the date shown below or the due
date of the organization's return (including any pnor extensions). This grace period is considered to be a valid extension of time for elections
otherwise required to be made on a timely return. Pleaseattach this form to the organization'sreturn.
We have not approved this application. After considering the reasonsstated in item 7, we cannot grant your request for an extension of time
to file. We are not granting a 10-day grace period.
We cannot consider this application because it was filed after the extendeddue date of the return for which an extensionwas requested
Other-----------------------------------------------

Director

Date

Alternate Malllng Address. Enter the address 1f you want the copy of this application for an additional 3-month extension
returned to an address different than the one entered above.
Name
Type or
print

BKD, LLP
Number and street (Include suite, room, or apt. no.) or a P.O. box number
1551 N. WATERFRONT PARKWAY, SUITE 300
City or town, province or state, and country (lncludlng postal or ZIP code)
WICHITA,

KS 67206-6601
Form8868 (Rev 4-2007)

JSA
6F8055 4 000