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:;-~ ~ -, <':;, <.1., Ct {.if)

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.• Form990-PF

EXTENSION GRANTED Return of Private Foundation OMB No 1545-0052

Department of the Treasury Internal Revenue SeMCe

or Section 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 u1rements ~@10 For ca endar vear 2010 or tax vear bearnnrna JANUARY 1 , 2010, and ending DECEMBER 31 , 2010

G Check all that apply. H Initial return

Amended return

LJ Initial return of a former public charity LJ Frnal return n Address change n Name change

Name of foundabon A Employer identification number

CLAUDE R. LAMBE CHARITABLE FOUNDATION 48-0935563

Number and street (or P O box number If ma1l 1s not delivered to street address) Room/suite B Telephone number (see page 10 of the instructions)

P.O. BOX 2256

City or town, state, and ZIP code

WICHITA, KS 67201-2256

H Check type of organization: ~ Section 501(clQ} exempt private foundation

n Section 4947(a)(1) nonexempt chantable trust I I Other taxable private foundation

(316) 828-8286

C If exemption apphcallOn ,s pending, check here • • . • • .

D 1 Foreign organlzallOns, check here 2 Foreign orgamzallOns meeting the

85% test, check here and attach computallOn ••••••••

E If private foundallOn status was le""1nated D I Fair market value of all assets at end J Accounting method:LJ Cash ~ Accrual under section 507(b)(l)(A), check here .....

of year (from Part II, col. (c), /me D Other (specify) ______________________ F 16) ..,. $ 5, 537, 9 35. (Part I, column (d) must be on cash basis)

•~••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))

1

2

3

4

ContribullOn~s, grants. etc . recelYed (attach schedule) . Ch k .... ~ 1f the foundation 1s not required to

ec attach Sch B • • • • • • • • •

Interest on ~vmgs and temporary cash investments

D1v1dends and interest from secunbes

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

(a) Revenue and expenses per

books

0

78

159,624

(b) Net investment income

78.

159,624 •

If the foundation IS in a 60-monlh le""1nalion n under section 507(b)(1)(B), check here . ....

(c) AdJusted net income

(d) Disbursements for charitable

purposes (cash basis only)

Cl) ::,

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

b ~;i;~ ~~~~~~~e for~atll .- r'H'"'"V, ~~-I \ c Cl)

> CII

" 7 ~~~g~nn~1nom~~!~~=i~~~~\M~~~-----------6_8_,_8_6_0_. ________________ ~ 8 N~short~ermca~ ~~n •••••. "TQ\~~=~~'~----~------~-------~--------9 Income mod1ficat1on~fr, \ · NU~ . 7i 1, · · · ~-\.;.;({)-'-----t--------~-------f--------

1 0 a Gross ~les less returns I ~fl ___! ~ and allowances • • • l UJtt-------.-=.-=--':-"tT=o-----1-----+---------+---------+---------

b Less Cost of goods sold~ • 'I k_-:~-,,;;- r- f\-\ \ \ \ _\ I_H~l.i~..-c Gross profit or (loss) ~)l;_:.~@!lle) -:-:-: . ,__ ________ ,__ ________ ,__ ________ ,__ _______ _

11 Other income (attach schedule) • • • ••

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

13

14 .,, Compensation of officers, directors, trustees, etc

Other employee salanes and wages

:l: 15 Pension plans, employee benefits ••. c :g_ 16a Legal fees (attach schedule) ••••••

~ b Accounting fees (attach schedule)~T~~ _1 •

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

228,562 228,562.

29,206 7,448. 0. 25,599

17,010 17,010. .:; ~ 17 Interest •.••••••••••••••••• 1---------+---------+---------+---------

Taxes (attach schedule) (see page 14 of the ,nstrucllons); 2 , 0 41 -en 18 c E 1s Depreciation (attach schedule) and depletion.

~ 20 Occupancy • . . • . . . . • • • •

'C 21 c I'll 22

g> 23 .:; ~ 24 Cl) c.. O 25

26

Travel, conferences, and meetings •

Printing and pubhcabons • • • • •

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

Total operating and administrative expenses.

Add lines 13 through 23 . • • • • • • • • .

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

Total exDenses and dlsbur.sements Add Imes 24 and 25

27 Subtract hne 26 from hne 12

a Excess of revenue over expenses and disbursements • •

b Net investment income (if negative, enter -0-)

c Adjusted net income (1f neQat1ve, enter -0-) ••

2,200

1,544

52,001

2,069,615

2,121,616

-1,893,054

0. 2,200

1,544

24,458. 0. 29,343

1,946,550

24,458. 0. 1,975,893

204,104. ~ For Paperwork Reduction Act Notice, see page 30 of the instructions.

OEl4 loiooo29145H K932 8/4/2011 12:39:26 PM V 10-7.1 * ATCH 2 JSA ** ATCH 3

85651 Form 990-PF (2010)~

1

Form 990-PF (2010) 48-0935563 Page 2

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

1 Cash - non-mterest-beanng •

2 Savings and temporary cash investments • 4,509,294. 2,404,746. 2,404,746

3 Accounts receivable ~ ________ ------------ -~:. Less allowance for doubtful accounts ~ _____________ 1--------1_6_8_.-+- ________ o_.+-_________ o

4 Pledges receivable ~ _______ -----------------

Less allowance for doubtful accounts ~ _____________ 1-----------1----------+---------5 Grants receivable

6 Receivables due from officers, directors, trustees, and other

disqualified persons (attach schedule) (see page 15 of the instructions) 1------------1----------+---------7 Other notes and loans receivable (attach schedule) ~ ____ _

Less allowance for doubtful accounts ~ _____________ 1------------1----------+---------

en 8 lnventones for sale or use -:ll 9 Prepaid expenses and deferred charges •

,: 1 0 a Investments - U S and state government obhgabons (attach schedule).

b Investments - corporate stock (attach schedule) •

c Investments - corporate bonds (attach schedule). 11 Investments - land, buildings, ~ and equipment basis _________________ _

9,378. 6,035. 6,035

Less accumulated deprec1at1on ~ (attach schedule) - - - - - - - - - - - - - - - - - - - 1-----------1----------+---------

12

13 14

lnvestments - mortgage loans

Investments - other (attach schedule) • ~';['<;:fl 5 Land, bu1ld1ngs, and ~ equipment basis _________________ _

2,663,574. 2,874,209. 3,127,154

Less accumulated deprec1at1on ~ (attach schedule) - - - - - - - - - - - - ______ - - 1------------1----------+---------

15

16

0ther assets (descnbe ~ ____________________ ) 1-----------1----------+---------Total assets (to be completed by all filers - see the

instructions Also, see page 1, item I) •

Accounts payable and accrued expenses •

Grants payable

Deferred revenue

Loans from officers, directors, trustees, and other disqualified persons

Mortgages and other notes payable (attach schedule) •

7,182,414. 5,284,990. 6,095. 1,725. 17

18

:g 19

E 20

~ 21 ::i 22 Other ltab11tt1es (descnbe ~ ___________________ ) 1----------_,j,----------l

23 Total liab11tbes (add Imes 17 through 22) . 6,095. 1,725.

Foundations that follow SFAS 117, check here ~L2U and complete lines 24 through 26 and lines 30 and 31.

en ~ 24 Unrestricted •

Temporarily restncted

Permanently restncted •

7,176,319. 5,283,265.

; 25

~ 26 "C c :::, LL.

0 27

!l 28 a,

::l 29

~ 30

Foundations that do not follow SFAS 117, check here and complete lines 27 through 31. ~ 0 Capital stock, trust principal, or current funds •

Paid-in or capital surplus, or land, bldg , and equipment fund

Cl)

z

Retained earnings, accumulated income, endowment, or other funds •

Total net assets or fund balances (see page 17 of the

mstruc!Jons) . 7,176,319. 5,283,265.

31 Total liab11tt1es and net assets/fund balances (see page 1 7

of the instructions) • 7, 18 2, 414 . 5,284,990.

•~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 Other increases not included in line 2 (1tem1ze) ~-------------------------------------4 Add lines 1, 2, and 3 5 Decreases not included in line 2 (1tem1ze) ~ 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II column (b\ line 30 .

JSA

OE1420 1 000 29145H K932 8/4/2011 12:39:26 PM V 10-7.1 85651

1

2 3 4

5 6

5,537,935

7,176,319 -1,893,054

5,283,265

5,283,265 Form 990-PF (2010)

Form 990-PF (2010) 48-0935563 Page 3 .. Capital Gains and Losses for Tax on Investment Income (a) List and describe the kmd(s} of property sold (e g , real estate,

!DI How (c) Date ld) Date sold acquired acquired 2-story brick warehouse, or common stock, 200 shs MLC Co } P-Purthase (mo , day, yr} mo., day, yr}

D-"""''~"

1a SEE ATTACHMENT 9

b

c d

e

(e) Gross sales pnce (f) Deprec1at1on allowed (g) Cost or other basis (h) Gain or (loss} (or allowable} plus expense of sale (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 (I) Gains (Col (h} gain minus

(i)F M V as of 12/31/69 (j) AdJusted basis (k) Excess of col (1) col (k}, but not less than -0-} or as of 12/31 /69 over col (J}, 1f any Losses (from col (h}}

a b

c d e

2 Capital gain net income or (net capital loss) { If gain, also enter in Part I, hne 7 } If (loss), enter -0- m Part I, hne 7 2 68,860.

3 Net short-term capital gain or (loss) as defined 1n sections 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- 1n Part I, hne 8 .•............................. .. 3

•:..:, ... 11.,- Qualification 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) (b) (c) (d)

Base penod years D1stnbut1on ratio Calendar year (or tax year beginning 1n) Adjusted qual1fymg d1stnbut1ons Net value of nonchanlable-use assets (col (b) dMded by col (cl)

2009 2,730,340. 8,782,857. 0. 310872

2008 2,456,244. 11,492,427. 0.213727

2007 4,085,883. 15,540,497. 0.262918

2006 4,231,735. 17,229,773. 0.245606

2005 3,796,938. 19,799,454. 0.191770

2 Total of line 1, column (d) 2 1.224893 ..................................... 3 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 1f less than 5 years 3 0.244979 ..........

4 Enter the net value of noncharitable-use assets for 2010 from Part X, hne 5 4 6,651,320. ..........

5 Multiply line 4 by line 3 5 1,629,434. . . . . . . . . . . . . . . . . . . . ...................

6 Enter 1 % of net investment income (1% of Part I, hne 27b). 6 2,041. ...................

7 Add Imes 5 and 6 7 1,631,475. . . . . . . . . . . . . . . . . . ........................

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

JSA OE1430 1 000

29145H K932 8/4/2011 12:39:26 PM V 10-7.1

Form 990-PF (2010)

85651

. Form 990-PF (2010) 48-0935563 Page 4 •~u••.4• Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see page 18 of the instructions)

Date of ruling or determmahon letter ____________ (attach copy of ruhng letter if necessary - see instructions)

b Domestic foundations that meet the section 4940(e) requirements m Part V, check 1 2, 0 41 -

1 a Exempt operahng foundahons descnbed in section 4940(d)(2), check here ..... LJ and enter "NIA" on line 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-) 1--'2=-+-----------2,041. Add Imes 1 and 2 3

4

5

6

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

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

Cred1ts/Payments

a 2010 estimated tax payments and 2009 overpayment credited to 2010.

b Exempt foreign organizations-tax withheld at source • • • • • • •

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

d Backup withholding erroneously withheld • • • • • . • • • . • •

6a

6b

6c

6d

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

8 Enter any penalty for underpayment of estimated tax Check here D 1f Form 2220 1s attached

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

1 O Overpayment. If line 7 1s more than the total of Imes 5 and 8, enter the amount overpaid 11 Enter the amount of line 10 to be· Credited to 2011 estimated tax ..,.. 6, ·o

0

3 5 : •~· .. n"•• Statements Reoardino Activities

8,076. o. o.

..

.....

..... Refunded ~

3

4 0.

5 2,041.

7 8,076.

8

9

10 6,035 .

11

Yes No

1a x 1 a During the tax year, did the foundation attempt to influence any national, state, or local leg1slat1on or did 11

part1c1pate or intervene in any political campaign? • • . • • • • . • . • • • • . • • . • • • • • • • • • • • • • • . . • . • . >----+----<,---

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

published or distributed by the foundation m connection with the act1v1t1es

• • • • . • 1---'1-=b--+---1--x-

1c x c Did the foundation file Form 1120-POL for this year? • • • • • • • • • • • • • • • • . . . • •

d Enter the amount (1f any) of tax on political expenditures (section 4955) imposed during the year ..••••••••••••• >----+-----<--

(1) On the foundation ..... $ (2) On foundation managers ..... $ __________ _

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

on foundation managers ..... $ ___________ _

2 Has the foundation engaged in any act1v1t1es that have not previously been reported to the IRS? . . . . . . . . . l--'2~t----+--x-If "Yes,• attach a detailed description of the activities

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

incorporat1on, or bylaws, or other s1m1lar instruments? If "Yes,• attach a conformed copy of the changes .••••••• 3 x • • • • • f--"'-+----11---

4a Did the foundation have unrelated business gross income of $1,000 or more during the year?

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

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

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

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

• By language in the governing instrument, or

• By state leg1slat1on that effectively amends the governing instrument so that no mandatory directions that

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

7 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

Ba Enter the states to which the foundation reports or with which 11 is registered (see page 19 of the

4 a x 4b

5 x

6 x 7 x

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 General

(or designate) of each state as required by General Instruction G? If "No,• attach explanation • • • • • • • • • • . • . •••.. l--'B~b=-t_x_-+---

9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(1)(3) or

4942(1)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on page

27)? If "Yes,· complete Part XIV . • • • • . • • • • • • • • • • . . . . • . • • • • • • • • • • • • . • . . . • . . . . • . l---'9::.....-,f---+-X-

x 10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their

names and addresses . . • • . . . • • • . • • . • . . . . . . . • • • • • • • • • • • • • • • . . • . . . . . . • • • • • • 10

Form 990-PF (2010)

JSA

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29145H K932 8/4/2011 12:39:26 PM V 10-7.1 85651

. Form 990-PF (2010) 48-0935563 Page 5 ·~-.ill•H~IIJ•• Statements Regarding Activities (continued)

11 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) •••• 11 x . . . ........... 12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before

August 17, 2008?. • • • • • • • • • • • • • • • • • • • . . • • • • • • • • • • • • • • • • • 12 x .......... 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption applicatlon? • 13 x

Website address .... ____ NI A ________________________________ -------------------------------- ____ _

14 The books are m care of .... HEATHER_ LOVE __________ ------------- Telephone no ..... _____ ( 316) 82 8-828 6 ____ _ Located at .... ::Ell_ E._ 37TH STREET NORTH WICHITA,_ KS ________________ ZIP+ 4 .... 67220 ________

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

and enter the amount of tax-exempt interest received or accrued during the year • • • • • • • • • • • • • • • • • • ..,. l~1_5_~1 ______ _

15

16 At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority

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

See page 20 of the mstruct1ons for exceptions and filing requirements for Form TD F 90-22 1

the name of the fore1an countrv •

If "Yes," enter

• ..., ••• , 111!1:• Statements Regarding Activities for Which Form 4720 May Be Required

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)

(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 11 from) a

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

(3) Furnish goods, services, or fac11it1es to (or accept them from) a disqualified person? .•

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

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

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

0Yes

~

Yes

Yes

Yes

0Yes

IB] No

§No

No

No

IB] 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 for a period after

termmat1on of government service, 1f terminating w1th1n 90 days). . • . . . . . • • • • • • • • D Yes IBJ No

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)?

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

6e, Part XIII) for tax year(s) beginning before 2010? •.•••.•••••••..••..•••• 0Yes IB] No

If "Yes," list the years .... __________ , _________ , ________ , _______ _

b Are there any years listed m 2a for which the foundation 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

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

c If the prov1s1ons of section 4942(a)(2) are being applied to any of the years listed 1n 2a, list the years here

.... __________ ·--------- ·-------- ·--------3a Did the foundation hold more than a 2% direct or indirect interest many business enterprise

•••••• 0Yes at any time dunng the year? • • • • • • • . • • • • • • • • • • • . . . . • . . • . • • IB] No

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 penod? (Use Schedule C, Form 4720, to determine if the

Yes No 16 X

Yes No

1b x

1c x

2b

foundation had excess business holdings m 2010) • . . . • • . . . • . . . . . . . • • • . . • • • . . . • . . • • • . • • 1---'3-"b'-+---+--

4a Did the foundation invest during the year any amount ma manner that would Jeopardize its 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? .

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29145H K932 8/4/2011 12:39:26 PM V 10-7.1 85651

4a x

4b x Form 990-PF (2010)

For,;. 990-PF (2010) 48-0935563 Page 6

1::.m.••.411!!:• Statements Regarding Activities for Which Form 4720 May Be Required (continued)

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))?

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

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

(3) Provide a grant to an md1v1dual for travel, study, or other s1m1lar purposes? ••••••••

(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) •••

0Yes

0Yes

0Yes

OD Yes

(5) Provide for any purpose other than rehg1ous, chantable, sc1ent1fic, hterary, or educational

purposes, or for the prevention of cruelty to children or animals?. • • • • • • • • • • • • • • • • D Yes

b If any answer 1s "Yes" to 5a(1 )-(5), did any of the transactions fail to qualify under the exceptions described m

OD No

OD No

OD No

0No

OD No

Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)? ••••••• ,__5_b-+---1-X­

Organizat1ons relying on a current notice regarding disaster assistance check here . • • • . • . • • . • • • • • ~ D c If the answer 1s "Yes" to question 5a(4}, does the foundation claim exemotion from the tax

because 11 maintained expenditure respons1b1hty for the grant? SEE ATTACHMENT 10 If "Yes,• attach the statement requ,red by Regulations section 53 4945-S(d).

OD Yes D No

6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums

on a personal benefit contract?. • • . • • • • . • • • • • . • • . • • • • • • • • . • . • . . . • . D Yes OD No x b Did the foundation, during the year, pay premiums, directly or md1rectly, on a personal benefit contract? •••••

If "Yes· to 6b, file Form 8870

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

7a At any time during the tax year, was the foundation a party to a proh1b1ted tax shelter transaction? • • D Yes OD No

b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? . . . . . . . . • . . • 7b 1:,,na,J111 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

and Contractors 1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).

(b) Title, and average (cl Compensation (d) Contribut,ons to (e) Expense account, (a) Name and address hours per week (I( not pai~, enter employee benefit plans other allowances

devoted to nns1t1on -0-• and deferred comnensat,on

SEE ATTACHMENT!! -0- -0- -0-

2 Compensation of five highest-paid employees (other than those included on line 1 - see page 23 of the instructions). If none, enter "NONE."

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

NONE

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

JSA OE 1460 1 000

(b) Title, and average hours per week

devoted to pos1t1on

29145H K932 8/4/2011 12:39:26 PM V 10-7.1

(c) Compensation

85651

(d) Contributions to employee benefit

plans and deferred comoensat1on

(e) Expense account, other allowances

... -~1 NONE

Form 990-PF (2010)

Form 990-PF (2010) 48-0935563 Page 7 •@IWli Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,

and Contractors (continued)

3 Five highest-paid Independent contractors for professional services (see page 23 of the Instructions). If none, enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of seMce

NONE

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

1:ffij1f!d Summary of Direct Charitable Activities

List the foundation's four largest direct charitable act1v1lles dunng 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

2

3

4

•~ ....... :• Summary of Program-Related Investments (see page 24 of the instructions) 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 .............................................. ~

JSA

OE1465 1 000 29145H K932 8/4/2011 12:39:26 PM V 10-7.1 85651

(c) Compensation

NONE

Expenses

Amount

Form 990-PF (2010)

Form 990-PF (2010) 48-0935563

1@£1 Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see page 24 of the instructions.)

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

1 c (attach detailed explanation) I 1 e I ..................... 2 Acqu1s1t1on indebtedness applicable to line 1 assets 2 . . . . . . . . . . . . . . .............. 3 Subtract line 2 from line 1 d 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 .............................................. 5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, hne 4 5

6 Minimum investment return. Enter 5% of hne 5 ............................ 6 ·~iii·-~· 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.)

1 Minimum investment return from Part X, line 6 ............ . 1

2a Tax on investment income for 2010 from Part VI, hne 5 ...... . 2a 2,041.

b Income tax for 2010. (This does not include the tax from Part VI ) 2b

c Add hnes 2a and 2b 2c 3 Distributable amount before adjustments. Subtract hne 2c from hne 1 3 4 Recoveries of amounts treated as qualifying d1stnbut1ons . . . . . . . . . . . . . . . 4 5 Add Imes 3 and 4 5

6

7

1ifii31i Qualifying Distributions (see page 25 of the instructions)

1 Amounts paid (mcludmg adm1nistrat1ve expenses) to accomplish chantable, etc., purposes. a Expenses, contributions, gifts, etc. - total from Part I, column (d), hne 26 ....... 1a . . . . ...... b Program-related investments - total from Part IX-8 1b . . . . . . . . . . . . . . . . . . . . . . . ......

2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes 2 ............................... . . . . . . . . . . . . . . . . . . . .

3 Amounts set aside for specific charitable projects that satisfy the: a Su1tab1l1ty test (prior IRS approval required) 3a .......................... . . b Cash d1stribut1on test (attach the required schedule) 3b ..................... . .

4 Qualifying distributions. Add Imes 1a through 3b Enter here and on Part V, hne 8, and Part XIII, hne 4 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) . 5 6 Adjusted qualifying distributions. Subtract hne 5 from line 4 ....................... 6

Page 8

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

0. 6,752,609.

0. 6,752,609.

101,289. 6,651,320.

332,566.

332,566.

2,041. 330,525.

330,525.

330,525.

1,975,893. 0.

0.

0. 0.

1,975,893.

2,041. 1,973,852.

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 990-PF (2010)

JSA

OE 1470 1 000

29145H K932 8/4/2011 12:39:26 PM V 10-7.1 85651

Form 990-PF (2010) 48-0935563 . Ill Undistributed Income (see page 26 of the instructions)

1 Distributable amount for 2010 from Part XI,

line 7 ..................... 2 Und1stnbuted income, 1f any, as of the end of 2010

a Enter amount for 2009 only .......... b Total for pnoryears 20~.20~.20~

3 Excess d1stnbut1ons carryover, 1f any, to 201 o· a From 2005 2, 373, 221.

b From 2006 3,384,774.

c From 2007 3,348,840.

d From 2008 1,896,993.

e From 2009 2,293,087.

f Total of Imes 3a through e . . ......... 4 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 und1stnbuted income of prior years (Election required - see page 26 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 Excess d1stnbut1ons carryover applied to 2010 • (If an amount appears ,n column (cf), the same amount must be shown ,n column (a) )

6 Enter the net total of each column as indicated below:

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

b Pnor years' undistributed income Subtract line 4b from line 2b . . . . . . . . . .....

c 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 ...............

7 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) • • • • • • • • • • •••••••.

8 Excess distributions carryover from 2005 not applied on line 5 or line 7 (see page 27 of the instructions) . . . . • . • . • • •••• . . . .

9 Excess distributions carryover to 2011. Subtract Imes 7 and 8 from line 6a . . . ....

10 Analysis of line 9

a Excess from 2006 3,384,774.

b Excess from 2007 3,348,840. c Excess from 2008 1,896,993. d Excess from 2009 2,293,087. e Excess from 2010 1,645,368.

JSA

OE14801000

(a) Corpus

13,296,915.

1,645,368.

14,942,283.

2,373,221.

12,569,062.

29145H K932 8/4/2011 12:39:26 PM V 10-7.1

(b) Years pnor to 2009

85651

Page 9

(c) (d) 2009 2010

330,525.

330,525.

Form 990-PF (2010)

For,.,; 990-PF (2010) 48-0935563 Page 10 E •~•:h•• Private Operating Foundations see page 27 of the instructions and Part VII-A, question 9) NOT APPLICABL

1a If the foundation has received a ruling or determination letter that 11 1s a private operating I foundation, and the ruling 1s effective for 2010, enter the date of the ruling •••••• __ • • • • • ~

b Check box to indicate whether the foundation 1s a private operating foundation descnbed 1n section I I 4942(1)(3) or I I 4942(1)(5)

2a Enter the lesser of the ad-Tax year Prior 3 years

(e) Total Justed net income from Part (a) 2010 (b) 2009 (c:)2008 (d) 2007 I or the m1mmum investment return from Part X for each year listed . -

b 85% of line2a .. c: Qual1lying distnbutions from Part

XII, lone 4 lor each year listed d Amounts included In line 2c not ~ directly for actrve conduct of exempt actrvitres • •

e oualilymg d1stnbubons made directly for actrve conduct of exempt actMt1es Subtract ltne 2d lrom line 2c . -

3 complete 3a, b, or c for the allernatrve test relied upon

a .. Assets" alternatrve test. enter

(1) Value of all assets (2) Value or assets qualifying

under sectxm 4942(1)(3)(8)(1) ..

b "Endowment" alternative test-enter 2/3 of minimum invest·

ment return shown m Part X,

1me 6 lor each year listed c: ·support" alternative test -enter

( 1) Total support other than gross investment income (interest, dMdends, rents, payments on secunties loans (section 512(a)(5)), or royal~es).

(2) Support lrom general public and 5 or more exempt orgamzattons as provided m section 4942 (JX3l(BJ(m) • . .

(3) Largest amount of sup-port lrom an exempt organization

(4) Gross investment income •

·~·:~u• Suppler:nentary Information (Complete this pa~ only if the foundation had $5,000 or more in assets at any time durmg the year - see page 28 of the mstruct1ons.)

1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation

before the close of any tax year (but only 1f they have contributed more than $5,000). (See section 507(d)(2) )

NONE

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

NONE 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here~ D 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 or limitations on awards, such as by geographical areas, charitable fields, kinds of mst1tut1ons, or other factors·

ATTACHMENT 8 JSA

OE 1490 1 000 Form 990-PF (2010) 29145H K932 8/4/2011 12:39:26 PM V 10-7.1 85651

Form 990-PF (2010) 4 8-0935563 Page 11 1@Q!J Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment Rec1p1ent II recipient is an 111dMdual, Foundabon Purpose of grant or show any relabonsh1p to status of Amount

Name and address (home or business) any foundation manager rec1p1ent

contnbubon or substantial contributor

a Paid during the year SEE ATTACHMENT 12 2,069,615.

Total ~ 3a 2,069,615.

b Approved for future payment

Total ~ 3b NONE Form 990-PF (2010)

JSA OE1491 1 000

29145H K932 8/4/2011 12:39:26 PM V 10-7.1 85651

Form 990-PF (2010)

·~,--::..~~"'·· Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated Unrelated business income

(a)

1 Program serv1ce revenue: Business code

a

b

c

d

e

f

g Fees and contracts from government agencies

2 Membership dues and assessments ..... 3 Interest on savings and temporary cash investments

4 D1v1dends and interest from secunlles . . .. 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

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

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

(b) Amount

48-0935563

Excluded b section 512 513 or 514

(c) (d) Excluson code Amount

14 78. 14 159,624.

18 68,860.

228,562.

13

•=...,•:UJI =· Relationship of Activities to the Accomplishment of Exempt Purposes

Page 12

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

e mstruc!Jons )

228,562.

Line No. Explain below how each act1v1ty for which income 1s reported in column (e) of Part XVI-A contributed importantly to the

'f' accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes) (See page 29 of the

JSA OE14921000

instructions.)

NOT APPLICABLE

29145H K932 8/4/2011

Form 990-PF (2010)

12:39:26 PM V 10-7.1 85651

For~ 990-PF (2010) 4 8-0935563 Page 13

•4ffii!l1ii Information Regarding Transfers To and Transactions and Relationships With Exempt Organizations

Noncharitable

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

in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political

organizations?

Yes No

a Transfers from the reporting foundation to a nonchantable exempt organization of

(1) Cash

(2) Other assets

b Other transactions

( 1) Sales of assets to a noncharitable exempt organization

(2) Purchases of assets from a noncharitable exempt organization

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

(4) Reimbursement arrangements •

(5) Loans or loan guarantees

(6) Performance of services or membership or fundra1smg sohc1ta!Jons

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

1af1 I x 1al21 x

1b(1l x 1b(2l x 1bl3l x 1b(4) x 1bl51 x 1b(6) x

1c x d If the answer to any of the above 1s "Yes," complete the following schedule Column (b) should always

value of the goods, other assets, or services given by the reporting foundation If the foundation received

show the

less than

fair market

fair market

value In anv transaction or sharina arranaement show In column (di the value of the aoods other assets or services received (a) Line no (bl Amount involved (c) Name of nonchantable exempt organization (d) Description of transfers, transactions, and shanng arrangements

N/A N/A

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

described in section 501 (c) of the Code (other than section 501 (c)(3)) or in section 527?. • • • • • • • • • • • D Yes [] No

b If "Yes• com lete the followm schedule (a) Name of organization (b) Type of orgamzat1on (c) Description of relationship

Sign Here

Under penalties of periury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, 11 1s true, correct, and complete eclaration of preparer (other than taxpayer or fiduciary) 1s based on all information of which preparer has any knowledge

II-/ ~ Signature of officer or trustee Date

PrinUType preparer's name

Paid

Preparer Firm's name ~ BKD, LLP

Use Only F1rm'saddress ~ 1551 N WATERFRONT PKWY, STE 300

JSA

OE1493 1 000

29145H K932 8/4/2011

WICHITA, KS

12:39:26 PM V 10-7.1

llilli. Treq rc,ce-c ,... Title

Date PTIN

Check01f self-employed PO O O 513 9 2

Firm's EIN ~ 44-0160260

67 20 6-6601 Phone no 316-2 65-2 811

Form 990-PF (2010)

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 1f you 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 .

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

Additional (Not Automatic) 3-Month Extension of Time. Onl file the original no copies needed). Name of exempt orgamzat1on

CLAUDE R. LAMBE CHARITABLE FOUNDATION Number, street, and room or suite no. If a PO box, see instructions

P.O. BOX 2256 City, town or post office, state, and ZIP code For a foreign address, see 1nstrucbons

WICHITA, KS 67201-2256

Employer identification number

48-0935563

Enter the Return code for the return that this application 1s for (file a separate application for each return) ............ ITuJ Application Return Application Return Is For Code Is For Code

Form 990 01 I

Form 990-BL 02 Form 1041-A 08 Form 990-EZ 03 Form 4720 09 Form 990-PF 04 Form 5227 10 Form 990-T (sec 401Ca) or408(a) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 Form 8870 12 STOPI Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.

• The books are in the care of ~ HEATHER LOVE -------------------------------Te I e phone No ~ 316 828-8286 FAX No ~ ------------- .......... ~o • If the organization does not have an office or place of business in the United States, check this box

• If this 1s for a Group Return, enter the organization's four d1g1t Group Exemption Number (GEN)

for the whole group, check this box ...•.. ~ 0 If 1t 1s for part of the group, check this box list with the names and EINs of all members the extension 1s for

If this 1s

~ 0 and attach a

4 I request an add1t1onal 3-month extension of time until ____________ l_l~/_1_5 ,20JJ:.._

5

6

For calendar year ___ , or other tax year beginning . 20 , and end1~ 12 I 31 . 20 l:Q_ If the tax year entered in line 5 1s for less than 12 months-.-c-h-ec-k-re_a_s_o_n-~O_,___, Initial return LJ Final return

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.

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$ 0.

b If this application IS for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and I estimated tax payments made Include any pnor year overpayment allowed as a credit and any amount paid previously with Form 8868 Sb$ 0.

c Balance Due. Subtract line 8b from line Ba Include your payment with this form, 1f required, by using EFTPS (Electronic Federal Tax Payment System) See instructions Sc$ 0.

Signature and Verification Under penalbes of pel)ury. I declare that I have examined this form, induding accompanying schedules and statements, and to the best of my knowledge and belref, 1t 1s true, correct, and complete, and that I am authonzed to prepare this form

Signature~

JSA

OF8055 3000

29145H K932 8/9/2011

Titte ~ Date~

Form 8868 (Rev 1-2011)

10:37:43 AM V 10-7.2 85651

CLAUDE R. LAMBE CHARITABLE FOUNDATION 48-0935563

ATTACHMENT 1

FORM 990PF, PART I - ACCOUNTING FEES

REVENUE AND NET ADJUSTED

EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES

ACCOUNTING FEES 21,758. 25,599. INVESTMENT ACCTG SERVICE FEES 7,448. 7,448.

TOTALS 29,206. 7 448. 0. 25 599.

ATTACHMENT 1 29145H K932 8/4/2011 12:39:26 PMV 10-7.1 85651

CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF, PART I - OTHER PROFESSIONAL FEES

DESCRIPTION

INVESTMENT MANAGEMENT FEES

REVENUE AND

EXPENSES PER BOOKS

17,010.

TOTALS 17L010.

29145H K932 8/4/2011 12:39:26 PMV 10-7.1

NET INVESTMENT

INCOME

17,010.

17L010.

85651

48-0935563

ATTACHMENT 2

ATTACHMENT 2

, CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF, PART I - TAXES

DESCRIPTION

FEDERAL EXCISE TAX

TOTALS

REVENUE AND

EXPENSES PER BOOKS

2,041.

2 041.

29145H K932 8/4/2011 12:39:26 PM V 10-7.1

48-0935563

ATTACHMENT 3

ATTACHMENT 3 85651

CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF, PART I - OTHER EXPENSES

DESCRIPTION INSURANCE BANK FEES

TOTALS

REVENUE AND

EXPENSES PER BOOKS

913. 631.

1L544.

29145H K932 8/4/2011 12:39:26 PMV 10-7.1 85651

48-0935563

ATTACHMENT 4 .-

CHARITABLE PURPOSES

913. 631.

1L544.

ATTACHMENT 4

CLAUDE R. LAMBE CHARITABLE FOUNDATION

FORM 990PF, PART II - OTHER INVESTMENTS

DESCRIPTION

ZAZOVE BOND FUND

TOTALS

29145H K932 8/4/2011 12:39:26 PMV 10-7.1 85651

ATTACHMENT 5

ENDING BOOK VALUE

2,874,209.

2,874,209.

ENDING FMV

48-0935563

3,127,154.

3,127,154.

ATTACHMENT 5

• 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., SUITE 200 ARLINGTON, VA 22201 703-875-1600

29145H K932 8/4/2011 12:39:26 PM V 10-7.1 ATTACHMENT 6

85651

• C'LA1JDE R. 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 29145H K932 8/4/2011 12:39:26 PM V 10-7.1 85651

• 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 29145H K932 8/4/2011 12:39:26 PM V 10-7.1 85651

Part IV

CLAUDE R. LAMBE CHARITABLE FOUNDATION EIN 48-0935563

SCHEDULE OF INFORMATION FOR 2010 form 990-PF

Capital Gains and Losses for Tax on Investment Income (a) List and descnbe the k1nd(s) of property sold (e g., (b) How acquired

real estate, 2-story bnck warehouse, P- Purchase or common stock, 200 shs MLC Co) D- Donation

1a Zazove Associates. LLC Bond Fund - Sale of Bonds p

b

c

d

e

f

g

(e) Gross sales pnce (f) Depreciation allowed (g) Cost or

minus expense of sale (or allowable) other basis

a 899,869 0 831,009

b

c

d

e

f

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

as of 12/31/69 over col (J). 1f any

a 0

b 0

c 0

d 0

e 0

f 0

g 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

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

If gain, also enter 1n Part I, line 8, column (c) (see pages 11 and 16 of the

instructions) If (loss). enter -0- in Part I, hne 8 3

ATTACHMENT 9

(c) Date acquired (d) Date sold (mo • day, yr ) (mo . day, yr)

7/6/06-4/27/10 1/4/10-12/17 /10

(h) Gain or (loss)

(e) plus (f) minus (g)

68,860

0

0

0

0

0

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

but not less than -0-)

or Losses (from col (h))

68,860

0

0

0

0

0

0

68,860

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

(1i) Date and Amount of Grants:

(i11) Purpose of Grants

(1v) Amounts expended

(v) Diversions·

(vi) Date of Reports:

(v1) Verification.

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

March 2, 2010 $123,065

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 1s open 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.

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.

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.

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.

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.

(b) Title, and average (d) Contributions hours per week to employee

(a) Name and Address devoted to position le} Compensation benefit plans

Richard H Fink President I Director 0 0 1515 N Courthouse Rd, Suite 200 1 hour per week Arlington, VA 22201

Logan Moore Secretary 0 0 1515 N Courthouse Rd, Surte 200 1 hour per week average Arlington, VA 22201

Vonda Holliman Treasurer 0 0 PO Box2256 1 hour per week average W1chrta, KS 67201

Charles G Koch Director 0 0 PO Box2256 Less than 1 hour per week W1chrta, KS 67201

Elizabeth B Koch Director 0 0 PO Box2256 Less than 1 hour per week W1chrta, KS 67201

Elizabeth R Koch Director 0 0 PO Box 2256 Less than 1 hour per week Wichita, KS 67201

Charles C. Koch Director 0 0 PO Box2256 Less than 1 hour per week W1chrta, KS 67201

TOTAL 0 0

ATIACHMENT 11

(e) Expense account, other

allowances

0

0

0

0

0

0

0

0

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 ATIACHMENT 12

If reapoent os an U'ldivldua~ Foundation Rec1p1ent show ar,y relabonshop to status of Purpose of grant

arr, fol.RiatJon manager rec1p1ent or contribution Amount Name and address (home or business) or substanbal contnbutor

a Paid during the year Allen-Lambe House Foundation Private General Operating Support $ 123,065 Wichita, KS

Amencan Council for Capital Formation, Pub he General Operating Support 50,000 Center for Policy Research

Washington, DC

American Legislative Exchange Council Pub he Educational Programs 100,000 Washington, DC

Americans for Prospenty Foundation Pub he General Operating Support 150,000 Washington, DC

Ayn Rand lnstrtute Public Educational Programs 25,000 Irvine, CA

Cato lnstrtute Public General Operating Support 7,350 Washington, DC

Center for Independent Thought Public Educational Programs 40,000 New York, NY

Competitive Enterprise lnstrtute Public General Operating Support 9,200 Washington, DC

Council for National Polley Public General Operating Support 25,000 Washington, DC

Federalist Society Public Educational Programs 85,000 Washington, DC General Operating Support 150,000

Free Congress Foundation Public General Operating Support 10,000 Alexandna, VA

The Herriage Foundation Public Educational Programs 500,000 Washington, DC

Independent Women's Forum Public Educational Programs 350,000 Washington, DC

Manhattan Institute for Policy Research Public Educational Programs 200,000 New York, NY

National Center for Policy Analysis Public General Operating Support 25,000 Dallas, TX

Tax Foundation Public Educational Programs 20,000 Washington, DC

Texas Public Policy Foundation Public General Operating Support 50,000 Austin, TX

Washington Legal Foundation Public General Operating Support 150,000 Washington, DC

TOTAL GRANTS PAID TO ORGANIZATIONS $ 2,069,615

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