-.---.

.•

EXTENSION
GRANTED
Return of Private Foundation

Form990-PF

OMB No 1545-0052

Department
of theTreasury
SeMCe
InternalRevenue

4947(a)(1) Nonexempt
Charitable Trust
Treated as a Private Foundation
Note. The foundation ma be able to use a co of this return to sat1s state re

For ca endar vear 2010

or tax vear bearnnrna

G Check all that apply.

or Section

H

Amended

Name of foundabon
CLAUDE

R.

LAMBE

JANUARY

Initial return

LJ

1

, 2010, and ending

Initial return of a former

n

return

Address

n

BOX

CHARITABLE

48-0935563
Room/suite

67201-2256

~ Section 501(clQ}

H Check type of organization:

n

I Fair market value of all assets at end
of year (from Part II, col. (c), /me
16) ..,. $
5, 537, 9 35.

}

2
3

D

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

(J')

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

C, !)

:..::_
;
,,
~

i :_
I

::,

cCl)

"

~

<':;,

E

If

F

If

(b) Net investment

privatefoundallOn
statuswasle""1nated
undersection507(b)(l)(A),checkhere.....

n

the foundationIS in a 60-monlh
le""1nalion
undersection
507(b)(1)(B),
checkhere. ....

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

(c) AdJusted net
income

income

D

78

78.
159,624

•

b Net rental incomeor (loss)-------1----------1----------1----------1---------6 a N~grunmposs)from~~dasse~n~~~~--~--6_8_,_8_6_0~--------~--------~---------

b

>
CII 7

:;-~
-,

If

0

D1v1dendsand interest from secunbes

4

Cl)

(a) Revenue and
expenses per
books

159,624

\~J

C\.?
,.,,__
__.,

private foundation

method:LJ
Cash ~ Accrual
Other (specify) ______________________

ContribullOn~s, grants.etc. recelYed
(attachschedule).
Ch k .... ~ 1fthe foundation1snot required to
B
•
•
• • • • • • •
ec
attachSch
Interest on ~vmgs and temporarycash investments

1

~.

private foundation
taxable

Telephonenumber(seepage10 of theinstructions)

C

J Accounting

•~••Analysis
of Revenue and Expenses (The
total of amounts in columns (b), (c), and (d)
may not necessarily equal the amounts ,n
column (a) (see page 11 of the mstruct,ons))

._._

exempt

I IOther

Section 4947(a)(1) nonexempt chantable trust

B

(316)
828-8286
exemption
apphcallOn
,s
pending,
checkhere • • . • • .
D 1 ForeignorganlzallOns,
checkhere
2 ForeignorgamzallOns
meeting
the
85% test,checkhereandattach
computallOn••••••••

2256

KS

, 2010

Frnal return

Name change

FOUNDATION

City or town, state, and ZIP code
WICHITA,

LJ

A Employeridentification number

Number and street (or P O box number If ma1l1snot deliveredto streetaddress)
P.O.

DECEMBER 31

public charity

change

~@10

u1rements

~;i;~
~~~~~~~e for~atll

.- r'H'"'"V, ~~-I

\

~~~g~nn~1nom~~!~~=i~~~~\M~~~-----------6_8_,_8_6_0_.

~

________________

"TQ\~~=~~'~----~------~-------~-------NU~
.7i1,· · · ~-\.;.;({)-'-----t--------~-------f--------

N~short~ermca~
~~n •••••.
Income mod1ficat1on~fr,\ ·
1 0 a Gross~les less returnsI ~fl
___! ~
and allowances• • • l UJtt-------.-=.-=--':-"tT=o-----1-----+---------+---------+--------b Less Costof goodssold~• k_-:~-,,;;- r- f\-\ \ \ \
_\
I_H~l.i~..c Gross profit or (loss) ~)l;_:.~@!lle)
-:-:-: . ,__________
,__________

8
9

'I

<.1.,

Ct

{.if)

11

Other income (attach schedule) • • • ••

12

Total. Add lines 1 throuah 11 . . ••..

13

Compensationof officers,directors,trustees,etc

.,,14

:g_16a

-c

7,448.

17,010

17,010.

0.

25,599

Depreciation (attach schedule) and depletion.

1s
20

Occupancy • . . • . . . . • • • •

'C

21

Travel, conferences, and meetings •

I'll

22

0.

2,200

2,200

Printing and pubhcabons • • • • •

g>23

Other expenses (attach schedule) ~.'~C:H. _4.

.:;

~

29,206

Interest •.•••••••••••••••••
1---------+---------+---------+--------Taxes (attachschedule)(seepage14of the,nstrucllons);
2 , 0 41

~

c

_1•

c Other professional fees (attach schedule).'*:

en 18

E

228,562.

Legal fees (attach schedule) ••••••

b Accounting fees (attach schedule)~T~~

~

_

Pension plans, employee benefits ••.

c

.:;
~ 17

,_________

Other employee salanes and wages

:l: 15
~

228,562

,__________

1,544

1,544

Total operating and administrative expenses.

24

Cl)

c..
O 25

Add lines 13 through 23

. • • • • • • • • .

52,001

Contnbut1ons, gifts, grants paid • • • ••••

2,069,615

26

anddlsbur.sements
Add Imes 24 and 25
TotalexDenses

2,121,616

27

Subtract hne 26 from hne 12
a

Excess of revenue over expenses and disbursements

• •

0.

24,458.

29,343
1,946,550

0.

24,458.

1,975,893

-1,893,054

b Net investment income (if negative, enter -0-)
c Adjusted net income (1f neQat1ve,enter -0-) ••
For Paperwork Reduction Act Notice, see page 30 of the instructions.
4
OEl loiooo29145H
K932
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~

204,104.

* ATCH

2 JSA
85651

** ATCH

3

Form 990-PF (2010)~

 1

48-0935563

Form 990-PF (2010)

liftilll

Balance Sheets

1

Cash - non-mterest-beanng •

2

Savings and temporary cash investments •

3

Accounts receivable ~ ________
-----------Less allowance for doubtful accounts ~ _____________

4

Pledges receivable ~ _______

5

Grants receivable

2,404,746

-~:.

1--------1_6_8_.-+-

o_.+_________

________

o

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

1-----------1----------+---------

6

Receivables due from officers, directors, trustees, and other

7

disqualified persons (attach schedule) (see page 15 of the instructions)1------------1----------+--------Other notes and loans receivable (attach schedule) ~ ____
_
Less allowance for doubtful accounts ~ _____________

-:ll

2,404,746.

4,509,294.

Less allowance for doubtful accounts ~ _____________

en 8

Page 2

Beginning of year
End of year
Attached schedulesand amounts in the
description column should be for end-of-year1-----='---=----'-----1---------~-=---------amounts only (See mstrucbons)
(a) Book Value
(b) Book Value
(c) Fair Market Value

1------------1----------+---------

lnventones for sale or use

9

9,378.

Prepaid expenses and deferred charges •

6,035.

6,035

,: 1 0 a Investments - U S and state governmentobhgabons(attach schedule).
b Investments - corporate stock (attach schedule) •
c Investments - corporate bonds (attach schedule).
11
Investments
- land,
buildings,
~
and
equipment
basis
_________________
_
Less accumulateddeprec1at1on
~
(attach schedule)
- - - - - - - - - - - - - - - - - - lnvestments - mortgage loans
12

13
14

15
16

2,663,574.
5
Investments - other (attach schedule) •
Land,
bu1ld1ngs,
and
~
equipment basis
_________________
_
Less accumulateddeprec1at1on
~
(attach schedule)
- - - - - - - - - - - - ______
- - 1------------1----------+--------0ther assets (descnbe ~ ____________________
) 1-----------1----------+--------Total assets (to be completed by all filers - see the
7,182,414.
instructions Also, see page 1, item I) •

~';['<;:fl

17

Accounts payable and accrued expenses •

18

Grants payable

6,095.

:g 19

Deferred revenue

E 20

Loans from officers, directors,trustees,and other disqualifiedpersons

~

21
::i 22
23

1-----------1----------+--------2,874,209.

3,127,154

5,284,990.
1,725.

5,537,935

Mortgages and other notes payable (attach schedule) •
Other ltab11tt1es(descnbe ~ ___________________

)

1----------_,j,----------l
6,095.

Total liab11tbes (add Imes 17 through 22) .

1,725.

~L2U

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

~ 24

Unrestricted •

; 25

Temporarily restncted

~

26

"C

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

0 27

Capital stock, trust principal, or current funds •

!la, 28

Paid-in or capital surplus,or land, bldg , and equipmentfund

::l29

~
z

5,283,265.

7,176,319.

5,283,265.

7, 18 2, 414 .

5,284,990.

Permanently restncted •

LL.

c:::,

7,176,319.

~

0

Retained earnings, accumulatedincome,endowment,or other funds •

30

Total

31

mstruc!Jons) .
Total liab11tt1es and net assets/fund

net assets

or fund

balances

(see page 17 of the

Cl)

balances (see page 1 7

of the instructions) •

•~F.T.1•111

Analvsis of Chanaes in Net Assets or Fund Balances

1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with
end-of-year figure reported on pnor year's return) .
2 Enter amount from Part I, line 27a
3
4
5
6

Other increases not included in line 2 (1tem1ze)~------------------------------------Add lines 1, 2, and 3
Decreases not included in line 2 (1tem1ze)~
Total net assets or fund balances at end of year (line 4 minus line 5) - Part II column (b\ line 30 .

1
2
3
4
5
6

7,176,319
-1,893,054
5,283,265
5,283,265
Form 990-PF (2010)

JSA
OE1420 1 000

29145H

K932

8/4/2011

12:39:26

PM V 10-7.1

85651

 ..

48-0935563

Form 990-PF (2010)

1a
b

Page3

Capital Gains and Losses for Tax on Investment Income
!DI How
acquired

(a) List and describe the kmd(s} of propertysold (e g , real estate,
2-story brick warehouse,or commonstock, 200 shs MLC Co }
SEE ATTACHMENT 9

P-Purthase

D-"""''~"

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

ld) Date sold
mo., day, yr}

c
d

e
(g) Cost or other basis
plus expenseof sale

(f) Deprec1at1on
allowed

(e) Gross sales pnce

(or allowable}

(h) Gainor (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
(k) Excessof col (1)
(j) AdJustedbasis
(i)F M 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 in Part I, hne 7
If (loss), enter -0- m Part I, hne 7
3 Net short-term capital gain or (loss) as defined 1nsections 1222(5) and (6):
If gain, also enter in Part I, hne 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- 1nPart I, hne 8 .•.............................

2 Capital gain net income or (net capital loss)

{

..

•:..:, ...11.,-

Qualification

}2
}3

68,860.

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 m the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

Dves[]]No

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entnes
(a)
(d)
(c)
(b)
Basepenodyears
D1stnbut1on
ratio
Adjusted
qual1fymg
d1stnbut1ons
Net
value
of
nonchanlable-use
assets
Calendar
year(ortax yearbeginning
1n)
(col (b) dMdedbycol (cl)
2,730,340.
8,782,857.
0. 310872
2009
2,456,244.
11,492,427.
0.213727
2008
4,085,883.
15,540,497.
0.262918
2007
4,231,735.
17,229,773.
0.245606
2006
3,796,938.
19,799,454.
0.191770
2005

2
3

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

2

1.224893

..........

3

0.244979

..........

4

6,651,320.

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

5

1,629,434.

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

6

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

4

Enter the net value of noncharitable-use assets for 2010 from Part X, hne 5

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

8

1,975,893.
Enter qualifying distributions from Part XII, hne 4 . . .
8
If line 8 1s equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the
Part VI instructions on page 1 8.

....

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

7

2,041.
1,631,475.

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

JSA

Form

OE1430 1 000

29145H

K932

8/4/2011

12:39:26

PM V 10-7.1

85651

990-PF (2010)

 .

48-0935563

Form 990-PF (2010)

•~u••.4• Excise
1a

Page

4

Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see page 18 of the instructions)

Exempt operahng foundahons descnbed

in

section 4940(d)(2), check here

Date of ruling or determmahon letter ____________

b Domestic foundations

LJ and enter "NIA" on line 1

.....

••

" }

(attach copy of ruhng letter if necessary - see instructions)

that meet the section 4940(e)

requirements

m Part V, check

2, 0 41 -

1

here .....~ and enter 1% of Part I, line 27b _ . • • • • • • • • • • • • • • • • • • • • • . • . . .
c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of

.

Part I, line 12, col (b)

2

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

3

Add Imes 1 and 2

4

Subtitle A (income) tax (domestic section 494 7(a}(1) trusts and taxable foundations only Others enter -0-)

5

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

6

Cred1ts/Payments
a 2010 estimated tax payments and 2009 overpayment credited to 2010.

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

6d

7

• • • • • . • • • . • •

1--'2=-+----------3

D

8

Enter any penalty for underpayment of estimated tax Check here

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

1O
11

•~·
1a

..n"•• Statements

5

2,041.

7

8,076.

8,076.

o.
o.
..

8

1f Form 2220 1s attached

..... 9
..... 10

•.••••.••.

Overpayment. If line 7 1s more than the total of Imes 5 and 8, enter the amount overpaid
6,
Enter the amount of line 10 to be· Credited to 2011 estimated tax ..,..

0.

4

Total credits and payments Add Imes 6a through 6d • • • • • • . • • • •••••••••••.

9

2,041.

0

·o3 5 :

Refunded

~

6,035 .

11

Reoardino Activities
Yes

During the tax year, did the foundation attempt to influence any national, state, or local leg1slat1on or did 11
part1c1pateor intervene in any political campaign? • • . • • • • . • . • • • • . • • . • • • • • • • • • • • • • •

. . • . • .

1a
>----+----<,---

No

x

b Did 1! spend more than $100 during the year (either directly or 1nd1rectly) for pol1t1cal purposes (see page 19
of the instructions for definition)? . . . . • . . • • • • • • • • • . • • • • • . . . ..•••••••••••••
If the answer is "Yes" to 1a or 1b, attach a detailed descnpt1on of the activities and copies of any matenals

• • • • . • 1---'1-=b--+---1--x-

published or distributed by the foundation m connection with the act1v1t1es

c
d

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

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

Enter the amount (1f any) of tax on political expenditures (section 4955) imposed during the year
.....$
(2) On foundation managers .....$ __________

_

(1) On the foundation

e

Enter the reimbursement (1f any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers

..... $ ___________

_

Has the foundation engaged in any act1v1t1esthat have not previously been reported to the IRS? . . . .

2

x

1c
>----+-----<--

..•••••••••••••

. . . . . l--'2~t----+--x-

If "Yes,• attach a detailed description of the activities

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

3
4a

x
x

3

incorporat1on, or bylaws, or other s1m1larinstruments? If "Yes,• attach a conformed copy of the changes .•••••••

• • • • • f--"'-+----11---

4a

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

4b

b If "Yes," has 11filed a tax return on Form 990-T for this year? ..•.•••••••••••

x

5

5

Was there a liqu1dat1on, termination, d1ssolut1on, or substantial contraction during the year? •

6

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

If "Yes,• attach the statement requ,red by General Instruction T.

• By language in the governing instrument, or
• By state leg1slat1on that effectively amends the governing instrument so that no mandatory directions that
7

conflict with the state law remain in the governing instrument? • . • . . . . • • . . • • . • • • • • • • • • • • • • • • •

6

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

7

Ba Enter the states to which

the foundation

reports or with

which

11 is registered (see

page 19 of the

instructions) ..,.. KS' VA, ______________
----------------------------------------------b If the answer 1s "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
(or designate) of each state as required by General Instruction G? If "No,• attach explanation
9

Is the foundation

claiming

status as a private operating foundation

4942(1)(5) for calendar year 2010 or the taxable year beginning

within

Did any persons become substantial

contributors

during

General
l--'B~b=-t_x_-+---

• • • • • • • • • • . • . •••..

the meaning of section 4942(1)(3) or

in 2010 (see instructions for Part XIV on page

27)? If "Yes,· complete Part XIV . • • • • . • • • • • • • • • • . . . . • . • • • • • • • • • •
10

• • . • . . . • . . . . • . l---'9::.....-,f---+-X-

the tax year? If "Yes," attach a schedule listing

their

names and addresses . . • • . . . • • • . • • . • . . . . . . . • • • • • • • • • • • • • • • . . • . . . . . . • • • • • •

10

Form

JSA
OE 1440 1 000

29145H

K932

8/4/2011

12:39:26

x
x

PM V 10-7.1

85651

x

990-PF (2010)

 .

48-0935563

Form 990-PF (2010)

·~-.ill•H~IIJ•• Statements
11

Page 5

Regarding Activities (continued)

At any time during the year, did the foundation, directly or md1rectly, own a controlled entity within the

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

meaning of section 512(b)(13)? If "Yes," attach schedule (see page 20 of the instructions) ••••
12

x

11

Did the foundation acquire a direct or indirect interest in any applicable insurance contract before
August 17, 2008?. • • • • • • • • • • • • • • • • • • • . . • • • • • • • • • • • • • • • • •

..........

Did the foundation comply with the public inspection requirements for its annual returns and exemption applicatlon? •

14

Website address .... ____ NI A ________________________________
-------------------------------The books are m care of .... HEATHER_ LOVE __________
------------Telephone no..... _____ ( 316)
Located at ....
E._ 37TH
STREET
NORTH WICHITA,_
KS ________________
ZIP+ 4 .... 67220

15

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF 1nlieu of Form 1041- Check here ..................

::Ell_

and enter the amount of tax-exempt interest received or accrued during the year
16

At any time during calendar year 2010, did the foundation
See page 20 of the mstruct1ons for exceptions and filing

8

....

• • • • • • • • • • • • • • • • • •

..,. l~1_5_~1
______

Yes

for Form TD F 90-22 1

_

No

X

16

• • • • • • • • • • • • . • • • • • •

requirements

x

____ _
82 8-828 6 ____ _
________

have an interest in or a signature or other authority

over a bank, securities, or other financial account m a foreign country?

x

12
13

13

If "Yes," enter

the name of the fore1an countrv •
• ..., •••

, 111!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.
1 a During the year did the foundation (either directly or indirectly)

IB] No

0Yes

(1) Engage m the sale or exchange, or leasing of property with a disqualified person? •••
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 11from) a

Yes

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

Yes

to (or accept them from) a disqualified person? .•
(3) Furnish goods, services, or fac11it1es
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? •••

Yes

~

(5) Transfer any income or assets to a disqualified person (or make any of either available for

§

No
No
No

IB] No

0Yes

the benefit or use of a disqualified person)?. • • . . . • • . . . . . •..•.....•

No

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

agreed to make a grant

to or to employ

the official

termmat1on of government service, 1fterminating w1th1n90 days).

for a period after

D

. • . . . . . • • • • • • • •

Yes

IBJNo

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

section 53 4941 (d)-3 or ma current notice regard mg disaster assistance (see page 22 of the mstruct1ons)?

1b

x

1c

x

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

c Did the foundation

engage m a prior year m any of the acts described in 1a, other than excepted acts, that

were not corrected before the first day of the tax year beginning m 201 O? •••
2

Taxes on failure to distribute

income (section 4942)

(does not apply for years the foundation

was a private

operating foundation defined in section 4942(J)(3) or 4942(J)(5))
a At the end of tax year 2010, did the foundation have any undistributed income (Imes 6d and
0Yes

6e, Part XIII) for tax year(s) beginning before 2010? •.•••.•••••••..••..••••
, _________
, ________
If "Yes," list the years .... __________
b Are there any years listed m 2a for which

the foundation

, _______

IB] No

_

1s not 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
2b

all years listed, answer "No" and attach statement - see page 22 of the instructions ) .••••••••••

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 indirect interest many business enterprise

IB]

No
0Yes
at any time dunng the year? • • • • • • • . • • • • • • • • • • • . . . . • . . • . • • ••••••
b If "Yes," did 11 have excess business holdings m 2010 as a result of (1) any purchase by the foundation or
disqualified

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

foundation had excess business holdings m 2010)

penod? (Use Schedule

C, Form 4720,

to

determine

if

the

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

4a Did the foundation invest during the year any amount ma manner that would Jeopardizeits charitable purposes? ..•.••.
b Did the foundation make any investment m a prior year (but after December 31, 1969) that could Jeopardize its
charitable ouroose that had not been removed from 1eooardv before the first dav of the tax vear bea1nnma m 201 O? .

1---'3-"b'-+---+-4a
4b

x
x

Form 990-PF (2010)

JSA

OE1450 1 000

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85651

 48-0935563
1::.m.••.411!!:• Statements Regarding Activities for Which Form 4720 May Be Required (continued)
For,;. 990-PF (2010)

5a

During the year did the foundation pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence leg1slallon(section 4945(e))?

0Yes

directly or indirectly, any voter registration dnve? •••••••••••••..••••

0Yes

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

section 509(a}(1 ), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions) •••
(5) Provide for any purpose other than rehg1ous, chantable, sc1ent1fic,hterary, or educational
purposes, or for the prevention of cruelty to children or animals?. • • • • • • • • • • • • • • • •

ODYes 0No
D Yes ODNo

b If any answer 1s "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described m
Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)? •••••••
If the answer 1s"Yes" to question 5a(4}, does the foundation claim exemotion from the tax
because 11maintained expenditure respons1b1htyfor the grant?

ODYes D

SEE ATTACHMENT 10

,__5_b-+---1-X-

~D

Organizat1ons relying on a current notice regarding disaster assistance check here . • • • . • . • • . • • • • •

c

6

ODNo
ODNo
ODNo

0Yes

(2) Influence the outcome of any specific pubhc election (see section 4955), or to carry on,
(3) Provide a grant to an md1v1dualfor travel, study, or other s1m1larpurposes? ••••••••

Page

No

If "Yes,• attach the statement requ,red by Regulations section 53 4945-S(d).

6a

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums
on a personal benefit contract?. • • . • • • • . • • • • • . • • . • • • • • • • • . • . • . . . • .

D

Yes

ODNo

D

OD

Yes
No
7a 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:,,na,J111
1

x

6b
. . . . . . . I-'-"--+--+---

b Did the foundation, during the year, pay premiums, directly or md1rectly,on a personal benefit contract? •••••
If "Yes· to 6b, file Form 8870

7b

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 nns1t1on

(a) Name and address

(see page 22 of the instructions).

(cl Compensation
(I( not pai~, enter
-0-•

(d) Contribut,ons to
employee benefit plans
and deferred comnensat,on

(e) Expense account,
other allowances

SEE ATTACHMENT!!
-0-

-0-

2

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

-0-

employees (other than those included on line 1 - see page 23 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) Contributions to
employee benefit
plans and deferred
comoensat1on

(e) Expense account,
other allowances

NONE

Total number of other employees paid over $50,000

... -~1

..

Form

JSA
OE 1460 1 000

29145H

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85651

NONE

990-PF (2010)

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

Form 990-PF (2010)

Page

•@IWli 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

7

If none, enter "NONE."

(b) Type of seMce

(c) Compensation

NONE

Total number of others rece1vini:i over $50,000 for professional se1V1ces. . . . . . . . . . . . . . . . . . . . . .

1:ffij1f!dSummary

~

of Direct Charitable Activities

List the foundation's four largest direct charitable act1v1llesdunng the tax year Include relevant statistical information such as the number of
orgarnzallons and other benefic1anes served, conferences convened, research papers produced, etc

1

NONE

Expenses

NONE

2

3

4

•~ ....... :•

Summary of Program-Related Investments (see page 24 of the instructions)
Amount

Describe the two largest program-related investments made by the foundation dunng the tax year on lines 1 and 2

1

NONE

2

All other program-related investments See page 24 of the 1nstrucllons

3

NONE

~

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

Form 990-PF (2010)

JSA
OE1465 1 000

29145H

K932

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85651

 48-0935563

Form 990-PF (2010)

1@£1 Minimum

Investment
Return (All domestic
see page 24 of the instructions.)

1

foundations

must complete

Page

8

this part Foreign foundations,

Fair market value of assets not used (or held for use) directly m carrying out charitable, etc.,
purposes:

a Average monthly fair market value of secunt1es_ ............

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 lines 1a, b, and c) .......................
e Reduction claimed for blockage or other factors reported on hnes 1a and
1e
1c (attach detailed explanation)
Acqu1s1t1onindebtedness applicable to line 1 assets . .
2
2
Subtract line 2 from line 1d
3
3
.
... .
.
4
Cash deemed held for charitable act1V1t1es.
Enter 1 1/2 % of line 3 (for greater amount, see page 25 of
the instructions)
4
Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, hne 4
5
5
Minimum investment return. Enter 5% of hne 5
6
6
Distributable
Amount (see page 25 of the instructions) (Section 4942(J)(3) and (J)(5) pnvate operating
foundations and certain foreign organizations check here ..,..
and do not complete this part.)

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

......... ..

I

1
2a
b
c
3
4
5

1
a
b
2

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

Minimum investment return from Part X, line 6 ............
.
2a
Tax on investment income for 2010 from Part VI, hne 5 ......
.
2b
Income tax for 2010. (This does not include the tax from Part VI )
Add hnes 2a and 2b
Distributable amount before adjustments. Subtract hne 2c from hne 1
Recoveries of amounts treated as qualifying d1stnbut1ons . . . . . . . . . . . . . . .
Add Imes 3 and 4

1ifii31iQualifying

Distributions

(see page

25 of

a
b

101,289.
6,651,320.
332,566.

1

332,566.

2c
3
4
5
6

2,041.
330,525.

7

330,525.

330,525.

the instructions)

...

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

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

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

.

..
..
..

4

Qualifying distributions. Add Imes 1a through 3b Enter here and on Part V, hne 8, and Part XIII, hne 4

5

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) .

6

0.
6,752,609.

2,041.

Amounts paid (mcludmg adm1nistrat1ve expenses) to accomplish chantable, 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 specific charitable projects that satisfy the:
Su1tab1l1tytest (prior IRS approval required)
Cash d1stribut1on test (attach the required schedule)

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

3

0.
6,752,609.

I

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

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

·~iii·-~·

2,918,459.
3,834,150.

1a
1b

1,975,893.
0.

2

0.

3a
3b
4

0.
0.
1,975,893.

2,041.
5
1,973,852.
6
Adjusted qualifying distributions. Subtract hne 5 from line 4 .......................
Note: The amount on lme 6 will be used m Part V, column (b), m subsequent years when calculating whether the foundation
qualifies for the section 4940(e) reduction of tax m those years
Form

JSA
OE 1470 1 000

29145H

K932

8/4/2011

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PM V 10-7.1

85651

990-PF (2010)

 48-0935563

Form 990-PF (2010)

.

Ill

1

Distributable

2

Und1stnbutedincome, 1f any, as of the end of 2010

line 7

Page 9

Undistributed Income (see page 26 of the instructions)
amount

for 2010

from Part XI,

(a)
Corpus

(b)
Years pnor to 2009

b Total for pnoryears

(d)
2010

330,525.

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

a Enter amount for 2009 only

(c)
2009

..........

20~.20~.20~

Excess d1stnbut1ons carryover, 1f any, to 201 o·

3

2, 373, 221.
3,384,774.
3,348,840.
1,896,993.
2,293,087.

a From 2005
b

From 2006

c

From 2007

d From 2008

e From 2009
f

Total of Imes 3a through e

4

..

13,296,915.

.........

Qualifying d1stnbullons for 2010 from Part XII,
line 4

~

1,975,893.

$

a Applied to 2009, but not more than line 2a .••
b Applied to und1stnbutedincome of prior 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 2010 d1stnbutable amount

.....

e Remaining amount d1stnbuted out of corpus
5

330,525.

..

1,645,368.

Excess d1stnbut1ons carryover applied to 2010 •
(If an amount appears ,n column (cf), the same
amount must be shown ,n column (a) )
Enter the net total of each column
as
indicated
below:

6

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

c

14,942,283.

Pnor years' undistributed
income
Subtract
line 4b from line 2b
Enter the amount of pnor years' undistributed
income for which a notice of deficiency 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 instructions
e Und1stnbuted income for 2009 Subtract line
4a from line 2a Taxable amount - see page
27 of the instructions

....

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

f

Undistributed income for 2010 Subtract Imes
4d and 5 from line 1. This amount must be
d1stnbuted m 2011
Amounts treated as distributions out of corpus
to satisfy requirements imposed by section
170(b)(1 )(F) or 4942(g)(3) (see page 27 of the
instructions) • • • • • • • • • • •••••••.
Excess distributions carryover from 2005 not
applied on line 5 or line 7 (see page 27 of the
instructions) . . . . • . • . • • ••••

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

7

8

....

9

Excess

distributions

carryover

Subtract Imes 7 and 8 from line 6a
10 Analysis of line 9
a Excess from 2006
b

Excess from 2007

c

Excess from 2008

d

Excess from 2009

e Excess from 2010

to

2011.

. . . ....

2,373,221.
12,569,062.

3,384,774.
3,348,840.
1,896,993.
2,293,087.
1,645,368.
Form 990-PF (2010)

JSA
OE14801000

29145H

K932

8/4/2011

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85651

 For,.,;990-PF(2010)

•~•:h••

Private Operating Foundations

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

1a

If the foundation has received a ruling or determination letter that 11 1s a private operating
foundation, and the ruling 1seffective for 2010, enter the date of the ruling ••••••
__ • • • • • ~
b Check box to indicate whether the foundation 1sa private operating foundation descnbed1nsection
Tax year
Prior 3 years
2a Enterthe lesserof the ad(a) 2010
(b) 2009
(c:)2008
Justednet incomefrom Part
I or them1mmum
investment
returnfrom PartX for each
year listed
-

.

I

I I

Page10

NOT APPLICABL E

4942(1)(3) or

(d) 2007

I I

4942(1)(5)

(e) Total

..

b 85% of line2a

distnbutions
fromPart
c: Qual1lying
XII, lone
4 loreachyearlisted
included
In line2cnot
d Amounts
~ directly
for actrve
conduct
of exempt actrvitres • •

e oualilymgd1stnbubons made
directlyfor actrveconductof
ltne
exempt actMt1es Subtract
2dlromline2c
complete3a, b, or c for the
3
allernatrve
testreliedupon
a ..Assets" alternatrve test. enter
(1) Value
ofallassets
(2) Valueor assets
qualifying

.

under sectxm

4942(1)(3)(8)(1)
..
alternative testb "Endowment"
enter2/3 of minimum invest·
ment return shown m Part X,

1me
6 loreach
yearlisted
c: ·support"alternative
test- enter
( 1) Totalsupportotherthan
gross investment income

(interest,
dMdends,
rents,
paymentson secunties
loans (section
512(a)(5)),
orroyal~es).
(2) Support lrom general
publicand 5 or more
exempt

orgamzattons

as

provided
m section4942

..

(JX3l(BJ(m) •

(3) Largestamount

of

sup-

port lrom an exempt

organization

(4)

Gross investment income •

·~·:~u•
1

Suppler:nentary Information (Complete this pa~ only if the foundation
at any time durmg the year - see page 28 of the mstruct1ons.)

Information

had $5,000

or more in assets

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
2

Information

Regarding Contribution,

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

D

Check here~
if 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 md1v1duals or
organizations under other conditions, complete items 2a, b, c, and d.

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

ATTACHMENT 6
b The form m which applications should be submitted and information and materials they should include:

ATTACHMENT 7
c Any subm1ss1on deadlines:
NONE
d Any restrictions
factors·

or limitations

on awards, such as by geographical

areas, charitable

fields, kinds of mst1tut1ons, or other

ATTACHMENT 8
JSA

Form990-PF (2010)

OE 1490 1 000

29145H

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 4 8-0935563

Form 990-PF (2010)

1@Q!J 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)

II recipient is an 111dMdual, Foundabon
show any relabonsh1pto
status of
any foundation manager
rec1p1ent
or substantial contributor

Purpose of grant or
contnbubon

Amount

a Paid during the year
SEE ATTACHMENT12

2,069,615.

Total

~

3a

~

3b

2,069,615.

b Approved for future payment

Total

NONE
Form

JSA
OE1491 1 000

29145H

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85651

990-PF

(2010)

 48-0935563

Form 990-PF (2010)

Analysis
·~,--::..~~"'··

of Income-Producing

Enter gross amounts unless otherwise indicated

Unrelated business income
(a)

(b)
Amount

Business code

1 Program serv1cerevenue:

Page

12

Activities
Excluded b section 512 513 or 514
(c)
Excluson code

(d)
Amount

(e)
Related or exempt
function income
~ee page 28 of
e mstruc!Jons )

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 secunlles

. . ..

14
14

78.
159,624.

18

68,860.

6 Net rental income or (loss) from real estate

a

Debt-financed property • • • • • • • •

b

Not debt-financed property • • • • • •

6 Net rental income or (loss) from personal property

7 Other investment income

.........

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

9 Net income or (loss) from special events

..

1 O Gross profit or (loss) from sales of inventory.
11 Other revenue. a
b
c

d

e

228,562.

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

•=...,•:UJI
Line No.

'f'

228,562.

13

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

Relationship of Activities to the Accomplishment of Exempt Purposes
=·Explain
below how each act1v1tyfor 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
JSA
OE14921000

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85651

990-PF (2010)

 For~ 990-PF (2010)

4 8-0935563

•4ffii!l1iiInformation

Page 13

Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations

Did the organization
in section 501(c)

directly

or indirectly

engage in any of the following

of the Code (other than section 501(c)(3)

organizations)

with

any other organization

described

Yes

No

or in section 527, relating to political

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

1af1 I

(2) Other assets

1al21

x
x

b Other transactions

c

( 1) Sales of assets to a noncharitable exempt organization

1b(1l

(2) Purchases of assets from a noncharitable exempt organization

1b(2l

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

1bl3l

(4) Reimbursement arrangements •

1b(4)

(5) Loans or loan guarantees

1bl51

(6) Performance of services or membership or fundra1smgsohc1ta!Jons

1b(6)

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

d If the

answer

to any of the above 1s "Yes," complete
assets, or services given

value of the goods, other
value
(a) Line no

1c

the following

schedule

Column (b) should

by the reporting

foundation

If the foundation

Is the

the fair market

received less than fair market

N/A

foundation

directly

or

indirectly

affiliated

with,

or related

to,

one or more tax-exempt

described in section 501 (c) of the Code (other than section 501 (c)(3)) or in section 527?.
b If "Yes• com lete the followm schedule
(a) Name of organization

Sign
Here

always show

anv transaction or sharina arranaement show In column (di the value of the aoods other assets or services received
(c) Name of nonchantableexemptorganization
(d) Descriptionof transfers,transactions,and shanngarrangements
(bl Amount involved

In

N/A

2a

x
x
x
x
x
x
x

organizations

• • • • • • • • • • •

(b) Type of orgamzat1on

D

Yes []

No

(c) Description of relationship

Under penaltiesof periury, I declare that I have examinedthis return, including accompanyingschedulesand statements,and to the best of my knowledgeand
belief,111strue, correct, and complete eclarationof preparer(otherthan taxpayeror fiduciary)1sbasedon all informationof which preparerhasany knowledge

II-/

~ Signature of officeror trustee

llilli.

PrinUType preparer's name

Date

PTIN
Check01f
self-employed PO OO513 9 2

Paid
Preparer
Use Only

Treq rc,ce-c

,... Title

Date

Firm's name

~

F1rm'saddress

~ 1551

BKD,

LLP

Firm's EIN ~ 44-0160260

N WATERFRONT
WICHITA,

PKWY,

STE

KS

300
67 20 6-6601

Phone no

316-2

65-2

811

Form 990-PF (2010)

JSA
OE1493 1 000

29145H

K932

8/4/2011

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PM V

10-7.1

85651

 Form 8868 (Rev 1-2011)

• 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 filin for an Automatic 3-Month Extension com lete onl Part I on a e 1 .

Additional (Not Automatic) 3-Month Extension of Time. Onl file the original no copies needed).
Employer identification number

Type or
print

Name of exempt orgamzat1on

File by the
extended
due date for
filrng your
return See
instructions

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

CLAUDE R.
P.O.

LAMBE CHARITABLE

48-0935563

FOUNDATION

BOX 2256

City, town or post office, state, and ZIP code For a foreign address, see 1nstrucbons

WICHITA,

KS 67201-2256

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

Enter the Return code for the return that this application 1sfor (file a separate application for each return)
Application
Is For

Return
Code

ITuJ

Application
Is For

Return
Code

Form 990
01
Form 990-BL
02
Form 1041-A
Form 990-EZ
03
Form 4720
Form 990-PF
Form 5227
04
Form 990-T (sec 401Ca)or408(a) trust)
Form 6069
05
Form 990-T (trust other than above)
Form 8870
06
STOPI Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.

I

08
09
10
11
12

• The books are in the care of ~ HEATHER LOVE
------------------------------Te Iephone No ~
316
828-8286
FAX No ~ ------------• If the organization does not have an office or place of business in the United States, check this box
• If this 1sfor a Group Return, enter the organization's four d1g1tGroup Exemption Number (GEN)
If this 1s
for the whole group, check this box ...•..
~
If 1t1sfor part of the group, check this box
~
and attach a
list with the names and EINs of all members the extension 1sfor
l_l~/_1_5,20JJ:.._
4
I request an add1t1onal3-month extension of time until ____________
For calendar year ___
, or other tax year beginning
. 20
, and end1~
12 I 31 . 20 l:Q_
5
If the tax year entered in line 5 1sfor less than 12 months-.-c-h-ec-k-re_a_s_o_n-~O_,___,
Initial return
Final return
6
O Change in accounting penod
7
State in detail why you need the extension
ADDITIONAL
TIME IS REQUIRED TO ACCUMULATE THE INFORMATION NECESSARY TO
FILE A COMPLETE AND ACCURATE RETURN.

.......... ~o

0

0

LJ

Sa If this application 1s for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits See instructions
Sa$
b If this application IS for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
estimated tax payments made Include any pnor year overpayment allowed as a credit and any
amount paid previously with Form 8868
Sb$
c Balance Due. Subtract line 8b from line Ba Include your payment with this form, 1frequired, by using EFTPS
(Electronic Federal Tax Payment System) See instructions
Sc$

0.

I

0.
0.

Signature and Verification
Under penalbes of pel)ury. I declare that I have examined this form, induding
1t 1strue, correct, and complete, and that I am authonzed to prepare this form

accompanying

schedules and statements, and to the best of my knowledge and belref,

Titte ~

Signature~

Date~
Form

JSA
OF8055 3000

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8868

(Rev 1-2011)

 CLAUDE R. LAMBE CHARITABLE FOUNDATION

48-0935563
ATTACHMENT 1

FORM 990PF,

PART I - ACCOUNTING FEES
REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION
ACCOUNTING FEES
INVESTMENT ACCTG SERVICE FEES
TOTALS

NET
INVESTMENT
INCOME

21,758.
7,448.

7,448.

29,206.

7 448.

ADJUSTED
NET
INCOME

CHARITABLE
PURPOSES
25,599.
0.

25 599.

ATTACHMENT 1
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 48-0935563

CLAUDE R. LAMBE CHARITABLE FOUNDATION

ATTACHMENT 2
FORM 990PF,

PART I - OTHER PROFESSIONAL FEES
REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION
INVESTMENT MANAGEMENTFEES
TOTALS

NET
INVESTMENT
INCOME

17,010.

17,010.

17L010.

17L010.

ATTACHMENT 2
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 , CLAUDE R.

48-0935563

LAMBE CHARITABLE FOUNDATION

ATTACHMENT 3
FORM 990PF,

PART I - TAXES
REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION

2,041.

FEDERAL EXCISE TAX

2 041.

TOTALS

ATTACHMENT 3
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CLAUDE R. LAMBE CHARITABLE FOUNDATION

.-

ATTACHMENT 4
FORM 990PF,

PART I - OTHER EXPENSES

DESCRIPTION
INSURANCE
BANK FEES

REVENUE
AND
EXPENSES
PER BOOKS
913.
631.

CHARITABLE
PURPOSES
913.
631.

1L544.

1L544.

TOTALS

ATTACHMENT 4
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CLAUDE R. LAMBE CHARITABLE FOUNDATION
ATTACHMENT 5
FORM 990PF,

PART II

- OTHER INVESTMENTS
ENDING
BOOK VALUE

DESCRIPTION
ZAZOVE BOND FUND
TOTALS

ENDING
FMV

2,874,209.

3,127,154.

2,874,209.

3,127,154.

ATTACHMENT 5
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 • CLA0DE R. LAMBE CHARITABLE FOUNDATION

48-0935563
ATTACHMENT 6

FORM 990PF,

PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS

GRANT ADMINISTRATOR
1515 N. COURTHOUSE RD.,
ARLINGTON, VA 22201
703-875-1600

SUITE 200

ATTACHMENT6
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 • C'LA1JDER.

LAMBE CHARITABLE FOUNDATION

48-0935563
ATTACHMENT 7

990PF,

PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS

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

ATTACHMENT 7
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 • C'LAlJDE R . LAMBE CHARITABLE FOUNDATION

48-0935563
ATTACHMENT 8

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.

ATTACHMENT 8
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85651

 CLAUDE R. LAMBE CHARITABLE FOUNDATION
EIN 48-0935563
SCHEDULE OF INFORMATION FOR 2010 form 990-PF

Part IV Capital Gains and Losses for Tax on Investment Income

1a

ATTACHMENT 9

(b) How acquired
P- Purchase
D- Donation

(a) List and descnbe the k1nd(s) of property sold (e g.,
real estate, 2-story bnck warehouse,
or common stock, 200 shs MLC Co)

p

Zazove Associates. LLC Bond Fund - Sale of Bonds

(c)
Date acquired
(mo • day, yr )

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

7/6/06-4/27/10

1/4/10-12/17 /10

b
c
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)

899,869

a

831,009

0

68,860

b
c

0

d

0

e

0

f

0
0

g
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/10
(1) FM V as of 12131/69

(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))

a

0

68,860

b

0

0

c

0

0

d

0

0

e

0

0

f

0

0

g

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

68,860

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)
If gain, also enter 1nPart 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 12/31/10

PART Vll-8, Question on Line Sc:

ATTACHMENT 10

Expenditure Responsibility Statement for the year 2010
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

(1i) Date and Amount
of Grants:

March 2, 2010

(i11) Purpose of Grants

General program operating support tor the Allen-Lambe House t-oundat1on, an educational
foundation which operates a musel'._,'Tl
and study center in a house located in Wichita, Kansas,
designed by Frank Lloyd Wright in 1915. The house museum 1sopen to the general pubhc. The
program of the Foundation includes restoration and conservation of the house, gardens, and ,ts
interiors, with furnishings to showcase the "Praine Style" designs of Frank Lloyd Wright, and to
maintain a hbrary archive study center for the study of Frank Lloyd Wright and other interrelated
areas of design.

(1v) Amounts expended

$123,065

Reports received from the Allen-Lambe House Foundation show the following expenditures:
$103,281 total funds were spent from grant for operating support of the museum.
The remaining $19, 784 was designated for major repairs to be paid in 2011.

(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 March 9, 2011, the Allen-Lambe House Foundation submitted a full and complete
report of its expenditures of the March 2, 2010 operating support grant.

(v1) Verification.

The grantor has no reason to doubt the accuracy or reliab1hty 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 2010 FORM 990 PF

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

(a) Name and Address

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

ATIACHMENT 11

(d) Contributions
to employee
le} Compensation
benefit plans

(e) Expense
account, other
allowances

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

President I Director
1 hour per week

0

0

0

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

Secretary
1 hour per week average

0

0

0

Vonda Holliman
PO Box2256
W1chrta, KS 67201

Treasurer
1 hour per week average

0

0

0

Charles G Koch
PO Box2256
W1chrta, KS 67201

Director
Less than 1 hour per week

0

0

0

Elizabeth B Koch
PO Box2256
W1chrta, KS 67201

Director
Less than 1 hour per week

0

0

0

Elizabeth R Koch
PO Box 2256
Wichita, KS 67201

Director
Less than 1 hour per week

0

0

0

Charles C. Koch
PO Box2256
W1chrta, KS 67201

Director
Less than 1 hour per week

0

0

0

0

0

0

TOTAL

 CLAUDE R. LAMBE CHARITABLE FOUNDATION
EIN 48-0935563
SCHEDULE OF INFORMATION FOR 2010 FORM 990 PF
Part XV, Line 3a& b - Grants and Contributions

Paid During the Year or Approved for Future Payment

If reapoentosan U'ldivldua~

Rec1p1ent

show ar,y relabonshopto

arr, fol.RiatJonmanager

Name and address (home or business)

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

Foundation
status of
rec1p1ent

ATIACHMENT 12

Purposeof grant
or contribution

Amount

or substanbalcontnbutor

Private

General Operating Support

Amencan Council for Capital Formation,
Center for Policy Research
Washington, DC

Pub he

General Operating Support

American Legislative Exchange Council
Washington, DC

Pub he

Educational Programs

100,000

Americans for Prospenty Foundation
Washington, DC

Pub he

General Operating Support

150,000

Ayn Rand lnstrtute
Irvine, CA

Public

Educational Programs

Cato lnstrtute
Washington, DC

Public

General Operating Support

Center for Independent Thought
New York, NY

Public

Educational Programs

Competitive Enterprise lnstrtute
Washington, DC

Public

General Operating Support

9,200

Council for National Polley
Washington, DC

Public

General Operating Support

25,000

Federalist Society
Washington, DC

Public

Educational Programs
General Operating Support

85,000
150,000

Free Congress Foundation
Alexandna, VA

Public

General Operating Support

10,000

The Herriage Foundation
Washington, DC

Public

Educational Programs

500,000

Independent Women's Forum
Washington, DC

Public

Educational Programs

350,000

Manhattan Institute for Policy Research
New York, NY

Public

Educational Programs

200,000

National Center for Policy Analysis
Dallas, TX

Public

General Operating Support

25,000

Tax Foundation
Washington, DC

Public

Educational Programs

20,000

Texas Public Policy Foundation
Austin, TX

Public

General Operating Support

50,000

Washington Legal Foundation
Washington, DC

Public

General Operating Support

150,000

TOTAL GRANTS PAID TO ORGANIZATIONS

$

50,000

25,000
7,350
40,000

$

Page 1 of 1

123,065

2,069,615