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'

X90-PF

Form

Department ottheTreasury

internal Revenue Service

For calendar

Of

Return of Private Foundation

ear 2004, or tax

be able to use a co

ear beg innin g

Initial return

Name of organization

label.

Otherwise,
print
or type .

See Specific

Instructions .

CLAUDE R .

P .O .

316

pending, check here

67201 -2256

16) " $

~ Other (specify)

Analysis of Revenue and Expenses


(The total of amounts in columns (b), (c), and

if the foundation is not required to


Check 1 ~ attach Sch B
Interest on savings and temporary cash investments

440 , 000
303

Dividends and interest from securities


5a Gross rents ,

(b) Net investment

expenses per
books

X Accrual

----------- F

(a) Revenue and

(d) may not necessarily equal the amounts m


column (a) (see page 11 of the instructions) )

Cash

income

STMT

606 .

check here and attach

computation . . . . . . . . . 1

Other taxable private foundation

J Accounting method

Contributions, gRts, grants, etc, received (attach schedule)

. . . . .

t Foreign organizations, check here

85% test,

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

21 , 829 , 353 .

828-5552

2 Foreign organizations meeting the

Section 501 ( c:43 exem p t P


p rivate
n
foundation

of year (from Part fl, co/ (C), line

48-0935563

e Telephone number (seepage 10 of


the instructions)

C it exemption application is

Section 4947(a)( 1 ) nonexempt charitable trust

Room/suite

BOX 2256

KS

Name change

A Employer identification number

City or town, state, and ZIP code

Fair market value of all assets at end

Address change

LAMBE CHARITABLE FOUNDATION

H Check typ e of or g anization

, 2004, and ending

Amended return

Number and street (or P O box number if mail is not delivered to street address)

WICHITA

of this return to satisfy state re porting re quirements

Final return

1545-0052

X004

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

Note : The organization ma

G Check all that a pp ly .


Use the IRS

OMB No

If private foundation status was terminated


under section 507(b)(1)(A), check here . "

. Iii. F-1

It the foundation is in a so-month termination


under section 507(b)(i)(B), check here

(c) Adjusted net


income

(d) Disbursements
for charitable
purposes
cash basis only)

303

606 .

29 , 699 .

29 , 699 .

b Net rental income or (lass)


p

a!

536 .

6 a Net gain or (loss) from sale of assets not on line 10


b Gross sales price for all

assets on line 6a

6 , 353,296 .

Net short-term capital gain

. . . , . . , . ,

Income modifications " "

536 .

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

10 a Gross sales less returns


and allowances

b Less Cost of goods sold

c Gross profit or (loss) (attach schedule)


11
Other income (attach schedule) . , , . , , ,
12 Total . Add lines 1 throu g h 11 .

773 , 841 .

13

307 , 446 .

Compensation of officers, directors, trustees, etc . .

14

Other employee salaries and wages . , , , ,

N 15

Pension plans, employee benefits

`17
y

307 , 446 .

, , , , ,

a 16a Legal fees (attach schedule) , . .STMT . 2 .

333 , 841 .

27 , 669 .

b Accounting fees (attach schedule)STMT . 3 .


c Other professional fees (attach sct
.4 .

858 .

15 , 188 .
160 , 285 .

1 , 750 .
20 , 084 .

NONE

NONE

43 , 751 .

14 , 638 .
163 , 983 .

Interest  . . . . . ., .,

1 8

Taxes (attach schedule) (see page 14 of the instructions)

Depreciation (attach schedule) and depletion


201
I
. . . . . .
r ~
i~
Ii
0 21 Tiavel, .confer~lices,and meets ! s
22, r,Printing and publications
CT. . . . . . .
c 23 : ~%Other~~pe~n e~( ~ ~ ' chedule) $TM, 6 .
24
otal opera~~ ting and admi r~isVatrve expenses .
a
! Add lines,1~`through 23
IJ ~ ,
25 .-CnnirjbUtio ; gift s .~t~~ahts pai d , , , , , , ,

't'k

111 .

E 19

26

Total ex penses and disbursements Add lines 24 and 25

27

Subtract line 26 from line 12'

e Excess of revenue over expenses and disbursements

, ,

35 , 459 .
6 , 510 .
15 , 802 .
571 , 470 .
2 , 615 , 640 .

3 , 187 , 110 .

-2 , 413 , 269

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


c Adjusted net income (if negative, enter -0-) . . I

JSA

41 , 992 .
6 , 505 .
19 , 242 .
22 , 692 .

NONE

22 , 692 .

NONE

3 , 113 , 197 .

311

For Privacy Act and Paperwork Reduction Act Notice, see the instructions .

597 , 557 .
2 , 515 , 640 .

149 .

-0**STMT

Form 990-PF (2004)

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i
Form 990-PF 2004
Balance Sheets
1

Attached schedules and amounts in the


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

Page 2

48-0935563

Be ginning of ear
(a) Book Value

End of ear

(b) Book Value

(c) Fair Market Value

Cash - non-interest-bearing , , , , , , , , . , , , , , . , , ,

Savings and temporary cash investments , , , , , , , , , , ,

Accounts receivable 1 --___----___----16L784-

23 , 572 , 841 .

849 , 815 .

849 , 815 .

29 .

16 , 784 .

16 , 784 .

31 , 784 .

11 , 889 .

11 , 889 .

Less allowance for doubtful accounts "

Pledges receivable

Less allowance for doubtful accounts


5

Grants receivable

Recervables due from officers, directors, trustees, and other

disqualified persons (attach schedule) (see page 15 of the instructions)

Other notes and loans receivable (attach schedule)


Less allowance for doubtful accounts

,~

Inventories for sale or use

Prepaid expenses and deferred charges , , , , , , , , , , , .

, , , , , , , , . , , , , , , , , ,

Q 10 a Investments - U S and state government obligations (attach schedule)

b Investments - corporate stock (attach schedule) , , , , , , , ,

c Investments - corporate bonds (attach schedule) , , , , , ,


Investments - land, buildings,
11111'.___________________
and equipment basis
Less accumulated deprecation 1
(attach schedule)
------------------12
Investments - mortgage loans , , , , , , , , , , , , , , , ,
11

13
14
15

Investments - other (attach schedule) , , , , , , $T= ,7, ,


Land, buildings, and
equipment basis
___________________
Less accumulated depreciation
(attach schedule)
____________________
Other assets (describe "
)

16

Total assets (to be completed by all filers - see page 16 of

17

Accounts payable and accrued expenses , , , , , , , , , , ,

the instructions Also see page 1 item I

18

Grants payable

20

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

X 19
~ 21
_j
22
co

NO

23 , 604 , 654 .
83

, , , , , , , , , , , , , , , , , , , , , , ,

Deferred revenue

   , _       

Other liabilities (describe "

i oiai uaomues aaa lines i i inrou n cc

Unrestricted . , . . . , . . . .  . , . .  , . , . . . ,
Temporarily restricted

p`p 26

Permanently restricted

Organizations that do not follow SFAS 117,


check here and complete lines 27 through 31 .

`0 27

Capital stock, trust principal, or current funds , . . , . . . . .

28

a 30
N
z
31

21 , 139 , 734 .

21 , 829 , 353 .

676 .

32 , 025 .

30 , 000 .

30 , 000 .

950 , 865 .

m 25

,~,1 29

20

Mortgages and other notes payable (attach schedule) , , , , ,

ii .a

v io .

vc

23

490

978 .

21 , 077 , 709 .

23

490

978 .

21

23

604

654 .

21 , 139 , 734 . 1

Organizations that follow SFAS 117, check here " U


and complete lines 24 through 26 and lines 30 and 31 .
24

20 , 261 , 246 .

vco .

, , , . . . , , , , , , , , , , , , , ,
" " " " " " " " " . " " " " t

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

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

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

instructions)             ,

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


the instructions

077

709 .

Analysis of Changes 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

2
3

end-of-year figure reported on prior year's return) , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Enter amount from Part I, line 27a , , , , , , , , , _ , , , , , , , , , , , , , , , , , . , , , , , , , , ,

Other increases not included in line 2 (itemize) )o-___--___--____--___---___----__---___

4 Addlines l,2,and3
5
6

 , .  ,

Decreases not included m line 2 (itemize) "---__-_---__-_-__--____---___-_____5


Total net assets or fund balances at end of

ear line 4 minus line 5 - Part II column b

line 30 . .

23 , 490 , 978 .
-2 , 413 , 269 .
21

077

709 .

21 , 077 , 709 .
Form 990-PF (2ooa)

JSA

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Form 9dO-PF

Capital Gains and Losses for Tax on Investment Income


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

1a
b

SEE PART

IV

3
o now
ow
ac q uired I
P-PUrcnase
D-Donation

Date
I
act
Imo 4day, yr )

fd) Date sold


mo , da
)
~
y~ Yr

SCHEDULE

c
d
e
(e) Gross sales price

(f) Depreciation allowed

(or allowable)

a
b
c
d
e
Complete only for assets showin
(i) F.M .V as of 12/31/69

(g) Cost or other basis

(h) Gain or (loss)


(e) plus (f) minus (g)

plus expense of sale

ain m column (h) and owned by the foundation on 12/31/69


Q) Adjusted basis
(k) Excess of col (i)
as of 12131/69

(I) Gains (Col (h) gam minus


col (k), but not less than -0-) or
Losses (from col (h))

over col 0), if any

a
c
e

If gain, also enter in Part I, line 7


1 If (loss), enter -0- in Part I, line 7 } 2
3 Net short-term capital gain or (loss) as defined in secUons 1222(5) and (6)
If gain, also enter m Part I, line 8, column (c) (see pages 13 and 17 of the instructions)
If (loss ), enter -0- in Part I, line 8
~ 3
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 .)
2 Capital gam net income or (net capital loss) ~ ~ ~ ~

536 .

If section 4940(d)(2) applies, leave this part blank


Was the organization liable for the section 4942 tax on the distnbutable amount of any year in the base period? . . . .
If "Yes," the organization does not qualify under section 4940(e) Do not complete this part
1

X No

Enter the appropriate amount in each column for each year, see page 18 of the instructions before making any envies
a

Base period years Calendar year

(or tax year beginning in)


2003
2002

(b)
Adjusted qualifying distributions

2001
2000
1999
2
3

F-] Yes

(c)
Net value of noncharitable-use assets

2,377,850 .

24,494,757 .

2,601,735 .

26,953,253 .

1,797,332 .

30,411,286 .

1,82

608 .

35,234,631 .

1 .723 .803_

33,838 .743 .

Total of line 1, column (d) . . . , . . . . . , . , . . . . . . , , , , , , , . , , , , , , , , , ,


Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by

Distrib uion ratio

0 .09707587628
0 .09652768072
0 .05910092198
0 .05184126946
0 .05094169721
0 .35548734565

the number of years the foundation has been in existence if less than 5 years , , , , , , . ,

Enter the net value of nonchantable-use assets for 2004 from Part X, line 5

Multiply line 4 by line 3

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

Addlines 5and6

Enter qualifying distributions from Part XII, line 4 , _ , , , , , , , , , , , , , , , , , , , , , , . 1 8 1


3 , 113,197 .
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1 % tax rate Seethe Part VI instructions on page 18

aEiaao 2 o0o

29145H K932

21,925,067 .
1,558,817 .

, . , , , , . . . . . . . , . . . . .

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

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3,111 .
1,561,928 .

Form 990-PF (2oo4)

85651

Form 990-PF
r

48-0935563

1 a Exempt operating foundations described in section 4940(d)(2), check here


Date of ruling letter

e 18 of the instructions

Excise Tax Based on Investment Income Section 4940 (a~, 4940 (b), 4940 (e), or 4948 - see
and enter "NIA" on line 1

jl~

- - _ - - _ _ - _ (attach copy of ruling letter if necessary - see instructions)

b Domestic organizations that meet the section 4940(e) requirements in Part V, check

here " F-1 and enter 1 % of Part I, line 27b


c All other domestic organizations 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-)

Add lines 1 and 2

Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) , , ,

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

Credits/Payments
, , ,

6a

, , , , , , , , , , , ,

6b

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

6c

d Backup withholding erroneously withheld , , , , , , , , , , , , , ,

6d

a 2004 estimated tax payments and 2003 overpayment credited to 2004


b Exempt foreign organizations - tax withheld at source

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

7
g

Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed

15 , 000 .

NONE
NONE

, , ,

15 .000
G

1111.

Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid , , , , , , , , , ,
Enter the amount of line 10 to be . Credited to 2005 estimated tax 1
7 7 RR Q
RPfundPd 1110-

10
11

NONE

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

Enter any penalty for underpayment of estimated tax Check here " El " if Form 2220 is attached

11,889 .

10 1

Statements Regarding Activities

1a

During the tax year, did the organization attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

No

1a

1b

1c

Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed
on organization managers . jo. $
Has the organization engaged in any activities that have not previously been reported to the IRS
, , , , , , , . . , , , . .
If "Yes," attach a detailed description of the activities
Has the organization made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? It "Yes," attach a conformed copy of the changes , , , , , , , , , ,

4a

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

4a

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page
19 of the instructions for definition)?

, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

If the answer is "Yes" to 1a or 16, attach a detailed description of the activities and copies of any materials

published or distributed by the organization in connection with the activities

Did the organization file Form 1120-POL for this year? , , , , , , , , , , , , , , , , . . . . . . . . . . . . . . . . . . .

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

e
2

(2) On organization managers 1 $

(1) On the organization Jo- $

, , , , , , , , , , , , , , ,

b If "Yes," has it filed a tax return on Form 990-T for this year? , , , , , , , , , , , , , , , , , , , , , . . , . . . . . . . .
5

Was there a liquidation, termination, dissolution, or substantial contraction during the year? , , , , , , , , , , , , , , , , ,

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

4b

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


By language m the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instruments

7
8a

, , , , , , , , , , , , , , , , , , , , , , , , , ,

Did the organization have at least $5,000 in assets at any time during the year? If "Yes," complete Part fl, col (c), and Part XV

8b

Enter the states to which the foundation reports or with which it is registered (see page 19 of the
instructions) jo. KANSAS

AND THE DISTRICT

OF

COLUMBIA

b If the answer is "Yes" to line 7, has the organization furnished a copy of Form 990-PF to the Attorney
9

General (or designate) of each state as required by General Instruction G? If 'No,' attach explanation , , , , , , , , , , , , ,
Is the organization claiming status as a private operating foundation within the meaning of section 49420(3)
or 4942Q)(5) for calendar year 2004 or the taxable year beginning in 2004 (see instructions for Part XIV on

10
11
12
13

page 25)7 If "Yes,"complete Part XIV , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,


Did any persons become substantial contributors during the tax year? If "ves,"anach a schedule listing theirnames and addresses .
Did the organization comply with the public inspection requirements for its annual returns and exemption applications , , , , ,

9
10
11

X
X

Web site address " _____ N1A

The books are in care of ji- _VONDA HOLLIMAN----------_______-------Telephone no 1--i316L828-5552_____


Located at 0o. _4111-E .-37TH-STREET_NORTHl-WICHITA-KS __
ZIP+4 . 67220
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 -Check here . . .
. .
and enter the amount of tax-exempt interest received or accrued during the year .
. ""I 13

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85651

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Form 990-PF (2004)


6

Pa g e 5

Form 990-PF (2004)


48-0935563
11~~ Statements Regarding Activities for Which Form 4720 May Be Required

Yes

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
1a

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


(1) Engage in the sale or exchange, or leasing of property with a disqualified persons , , , , , , , ,

1:1 Yes

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

a disqualified persons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified persons , . . , , , ,
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons , , , , , , . ,
(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)

~X

No

Yes

X No

X Yes

No

X Yes

No

Yes

. . . . . . , , . . . , , . . . . . . . . . , , ,

~X

Nc

No

(6) Agree to pay money or property to a government officials (Exception . Check "No"
if the organization agreed to make a grant to or to employ the official for a period

Yes
after termination of government service, if terminating within 90 days ) . . . . . . . . . . . . .
If any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described m Regulations

~X No

section 53 4941(d)-3 or m a current notice regarding disaster assistance (see page 20 of the instructions)? " " " "
Organizations relying on a current notice regarding disaster assistance check here , , , , , , , , , , , , , 1110. " ~.

11 b

that were not corrected before the first day of the tax year beginning m 2004
, , , , , , , , , , , , , , . , . , , , . . , ,
Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private

1c

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

operating foundation defined in section 4942Q)(3) or 49420)(5))~

a At the end of tax year 2004, did the organization have any undistributed income (lines 6d

Yes

and 6e, Part XI II) for tax year(s) beginning before 2004
. . . . . . . . . . . . . . . . . . . . . .
.,
If "Yes list the years "
---------- '--------- '--------- .---------

a No

b Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year's undistributed incomes (If applying section 4942(a)(2)
c

to all years listed, answer "No" and attach statement - see page 20 of the instructions )

. . , . . , , . . . , , . . . . . . . ,

2b

3b

IT the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here

3a

Did the organization hold more than a 2% direct or indirect interest in any business
enterprise at any time during the yeah , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , a yes
b If "Yes," did it have excess business holdings m 2004 as a result of (1) any purchase by the organization

X No

or disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved
by the Commissioner 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 period? (Use Schedule C, Form 4720, to determine
4a

i( the organization had excess business holdings in 2004)

. . . , . . . . . . . . . . . . . . . . . . . . , , . . , , , , , ,
. . . . , , ,

4a

. , . , , . , , , , ,

4b

5b

7{

6b

Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes

b Did the organization make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable
Sa

purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2004
During the year did the organization pay or incur any amount to
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))7 , , , , , ,

~ Yes

X No

(2) Influence the outcome of any specific public election (see section 4955), or to carry
on, directly or indirectly, any voter registration drive?
(3) Provide a grant to an individual for travel, study, or other similar

purposes?'

Yes
, , . . . . . . . . .

X No

B Yes

BX

No

(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 509(a)(1), (2), or (3), or section 4940(d)(2)7 , , , , , , , , , , , , , , , , , , , , ,

X Yes

D No

educational purposes, or for the prevention of cruelty to children or animals? , , , , , , , , , , 0 Yes


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

a No

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

Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 20 of the instructions)
Organizations relying on a current notice regarding disaster assistance check here
c

If the answer is "Yes" to question 5a(4), does the organization claim exemption from the
tax because it maintained expenditure responsibility for the grants , , , , , , , . , , , , , , , , ,

6 a Did the organization, during the year, receive any funds, directly or indirectly, to pay
premiums on a personal benefit contracts , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

O No

Yes

a No

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contracts

. . . . . . . . . . .

Form 990-PF (2004)

JSA
4E1450 2 000

29145H K932

" " .

IR Yes

I( "Yes," attach the statement required by Regulations section 53 4945-5(d)

If you answered "Yes" to 6b, also ale Form 8870.

"

, , , , , , , , , , . . , , ~

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Form 99"J-PF (2004)

Page

Information About Off i ce r s, Di rectors, Trustees, Foundatio n Manag e rs, Hig hly Paid Employees, and Contractors
List all officers, directors, trustees, foundation managers and their compensation (see page 20 of the instructions) .
(b) Title, and average
hours per week
devoted to position

a Name and address

SEE ATTACHLMNT

(c) Compensation
(If not paid, enter
-0-1

(d) contributions to
employee benefit plans
and deferred compensation

C
NONE

(e) Expense account,


other allowances

NONE

Compensation of five highest-paid employees (other than those included on line 1 - see page 21 of the instructions) .
If none, enter "NONE ."
(a) Name and address of each employee paid more than $50,000

b Title and average ~

(hours per week


devoted to po5itlon

(c) Compensation

(d) Contributions to

(e) Expense account,


other allowances

employee benefit
plans and deferred
rnmnensatinn

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

Total number of other employees paid over $50,000


3
Five highest-paid independent contractors for professional services - (see page 21 of the instructions) . If none, enter
"NON E ."
(a) Name and address of each person paid more than $50,000
KOCH

(b) Type of service

(c) Compensation

INDUSTRIES-INC .

WICHITA,

KANSAS

GRANT MANAGEMENT

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

115 .078 .

. . " ~ NONE

Summary of Direct Charitable Activities


List the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as the number
of organizations and other beneficiaries served, conferences convened, research papers produced, etc
1

Expenses

NONE
----------------------------------------------------------------------------

2
---------------------------------------------------------------------------3
---------------------------------------------------------------------------4
---------------------------------------------------------------------------Form 990-PF (2004)

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Form 990-PF (2004)

Page 7

48-0935563

Summary of Program-Related Investments (see page 22 of the instructions)

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

Amount

NONE
---------------------------------------------------------------------------

2
--------------------------------------------------------------------------All other program-related investments See page 22 of the instructions

NONE
---------------------------------------------------------------------------

Total. Add lines 1 throu g h 3

Minimum Investment Return (All domestic ~foundations must complete this part. Foreign foundations,
see page 22 of the instructions .)

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 securities . . . . . _ . . . . . . . . . . . . . .

b Average of monthly cash balances, . . . . . . , , . . . . . . . . . . . . . . . . . . . . . . . . . . ,


c Fair market value of all other assets (see page 22 of the instructions) . . . , , . . . . . . . , , ,

d Total (add lines 1a, b, and c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


e Reduction claimed for blockage or other factors reported on lines 1a and
2
3

17,180,406 .
1b
1C

258

951 .

1c (attach detailed explanation)


. .
. . . . . . . . . . I 1e
Acquisition indebtedness applicable to line 1 assets
Subtract line 2 from line 1 d

22 .258,951 .

of the instructions)
Net value of noncharitable-use assets .~Subtract~line 4 from line 3 Enter here and on Part V, line 4 . .
Minimum investment return . Enter 5% of line 5

333 , 884 .
21 , 925 , 067 .
1 , 096 , 253 .

NONE

4
5
6
Distributable Amount (see page 23 of the instructions) (Section 4942(j)(3) and 0)(5) private operating
foundations and certain foreign organizations check here 0,.
and do not complete this part )
1-1

NONE

22

Cash deemed held for charitable activities Enter 1 1/2 % of line 3 (for greater amount, see page 23

5 , 078 , 545 .

1
Minimum investment return from Part X, line 6 . , . . . . . . , , . , .
. .
2a
2a Tax on investment income for 2004 from Part VI, line 5
. . . . . . .
b Income tax for 2004 . (This does not include the tax from Part VI ) . . .
2b
c Add lines 2a and 2b
3
Distnbutable amount before adjustments Subtract line 2c from line 1 . . . .
4
Recoveries of amounts treated as qualifying distributions , , , , , , , , , , ,
5
Add lines 3 and 4
6
Deduction from distnbutable amount (see page 23 of the instructions) . . .
7
Distributable amount as adjusted Subtract line 6 from line 5 Enter here and

. . . . . . . . . . , . . .

1 , 096 , 253 .

2c
3
4
5
6

3 , 111 .
1 , 093 , 142 .
NONE

1 , 093 , 142 .

1a
1b

3 , 113 , 197 .
NONE

3 , 111 .

. . . . . . . . . . . . . ,
_ , , , , , , , , , , , , ,

on Part XIII, .

. . . . . . .

line 1

1 , 093 , 142 .
NONE

Qualifying Distributions (see page 23 of the instructions)


1

a
b

2
3

4
5

a
b

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


Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 . . . . . . . . , . . . .
Program-related investments - total from Part IX-B
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
Suitability test (prior IRS approval required)
. . . . . . . . . . . . . . . . . . . . . . . .
Cash distribution test (attach the required schedule) . . . . . . . . . . . . . . . . . , . . . . .
Qualifying distributions . Add lines 1a through 3b Enter here and on Part V, line 8, and Part XIII, line 4 , .
Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment

. . , .

2
. . . .
. . . .
. . . .

3a
3b
4

NONE
NONE
NONE
3 , 113 , 197 .

income Enter 1% of Part I, line 27b (see page 24 of the instructions) . . . . . . , . , . . . . . , . . .


5
3 , 111 .
Adjusted qualifying distributions . Subtract line 5 from line 4
6
3 , 110 , 086 .
Note : The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation
qualifies for the sectio n 4940(e) reduction of tax in those years .

Form 990-PF (2004)


JSA
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Form 9n-PF (2004)

Page

48-0935563

Undistributed Income (see page 24 of the instructions)

(a)
Corpus

Distnbutable amount for 2004 from Part XI,

(b)
Years prior to 2003

(c)
2003

(d)
2004

line 7           ,
2

1 , 093 , 142 .

Undistributed income, if any, as of the end of 2003


a

Enter amount for 2003 only

, , , , , , , , , ,

NONE

b Total for prior years


3

NONE

Excess distributions carryover, if any, to 2004


a

From 1999

, , , , , ,

130

b From 2000
c

From 2001

  

119

From 2002

, , , , , ,

1 , 263 , 398 .

From 2003

,,,,,,

1 , 158 , 372 .

Total of lines 3a through e . , , , , , , , , , ,

351 .

691 .
287 , 576 .

, , , , , ,

2 , 959 , 388 .

Qualifying distributions for 2004 from Part


X11, line 4 10- $

3,113,197 .

a Applied to 2003, but not more than line 2a , , ,

NONE

b Applied to undistributed income of prior years


(Election required - see page 24 of the instructions) , ,

NONE

c Treated as distributions out of corpus (Election


required - see page 24 of the instructions) , , ,

NO

d Applied to 2004 distnbutable amount, , , , , ,


5

s
a

1 , 093 , 142 .

Remaining amount distributed out of corpus , ,


Excess distributions carryover applied to 2004
(If an amount appears in column (d), the
same amount must be shown in column (a) )
Enter the net total of each column as
indicated below:

2 , 020 , 055 .

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

4 , 979 , 443 .

NO

NONE

b Prior years' undistributed income Subtract


line 4b from line 2b
, , , , , , , ,
c Enter the amount of prior years' undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed , , , , , , ,

NONE

NONE

d Subtract line 6c from line 6b Taxable


amount - see page 25 of the instructions . . . .
e Undistributed income for 2003 Subtract line
4a from line 2a Taxable amount - see page
25 of the instructions . . . . . . . . . . . . . . .
f
7

Undistributed income for 2004 Subtract


lines 4d and 5 from line 1 This amount must
be distributed in 2005 .
. . . .
. . .
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(E) or 4942(8)(3) (see page
25 of the instructions) , , ,
, , , ,
Excess distributions carryover from 1999
not applied on line 5 or line 7 (see page 25
of the instructions) . . . . . . . . . , . . . . .
Excess distributions carryover to 2005.

Subtract lines 7 and 8 from line 6a . . . . . . .

10

Analysis of line 9
a
b
c
d
e

. , .

Excess from 2002 . . .


Excess from 2003 . . .
Excess from 2004 .

. ~

NONE

NONE

NO
130 , 351 .
4 , 849 , 092 .

119 , 691 .

Excess from 2000 . , .


Excess from 2001

NONE

287 , 576 .
1 , 263 , 398 .
1

158 , 372 .

2 , 020 , 055 .
Form 990-PF (zooa)

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10

Form 990-PF (2004)

48-0935563

MUM Private Operating Foundations (see page 25 of the instructions and Part VII-A, question 9)
1a

b
2a

Page 9
NOT APPLICABLE

If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2004, enter the date of the ruling
. . .

Check box to indicate whether the organization is a private operating foundation described m section
Tax year

Enter the lesser of the

Prior 3 years

(a) 2004

adjusted net income from


Part I or the minimum

(b) 2003

(c) 2002

49420)(3) or

4942(j)(5)

(d) 2001

(e) Total

investment return from Part


X for each year listed . . .
b

85% of line 2a

Qualifying distributions from Part

. .

%1I, line 4 for each year listed


d

Amounts included in line 2c not


used directly for active conduct

01 exempt activities ,
E

, ,

Qualifying distributions made

directly far active conduct of


exempt actrvRies Subtract

line 2d from line 2c . ,


Complete 3a, b, or c for the

alternative test relied upon


d

'ASSets'alternative test -enter


Value of all assets

(2) Value of assets qualifying


under section

4942U)(3)(B)(Q .
b

'EndowmenCalternative test -

enter 2/3 of minimum

investment return shown in

Part X, line 6 for each year


listed
C

*Support' alternative test - enter


Total support other than

gross investment income

(interest, dividends, rents,

payments on securities

loans (section 512(a)(5)),

or royalties),

(2) Support from general


public and 5 or more
exempt organizations
as provided to section
(3)

4942U)(3)(B)(m)

Largest amount of support


from an exempt
organization
Gross investment income .

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year - see page 26 of the instructions .)

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 if they have contributed more than $5,000) (See section 507(d)(2) )
NONE

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

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

Check here

EJ if the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds

If the organization makes gifts, grants, etc (see page 26 0( the instructions) to individuals 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

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

SEE STATEMENT 8

LETTER EXPLAINING PROJECT AND AMOUNT REQUESTED,


c

DETERMINATION LETTER

Any submission deadlines

PLUS A COPY

OF

THE IRS

SHOWING EXEMPTION .

NONE

JSA

Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors
SEE STATEMENT 9

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Form 990-PF (2004)


11

"

48-0935563

Form 990-PF (2004)

Page 10

Supplementary Information (continued)

Form 990-PF (2ooa)


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12

Form 990-PF (2004)


Enter gross amounts unless otherwise indicated

Unrelated business income


(b)

Business
code

1 Program service revenue


a

Page 1 1

48-09 35563

Analysis of Income-Producing Activities

Amount

Excluded by section 512, 513, or 514


E

(C)
I
Xcode n

(d)
Amount

Related or exempt
function income
Se
26 f
the instructions

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 Dividends and interest from securities , . . .
5 Net rental income or (loss) from real estate .
a

14

303 , 606 .

14

29 , 699 .

18

536 .

Debt-financed property
Not debt-financed property

, , , , ,

6 Net rental income or (loss) from personal property

7 Other investment income

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

9 Net income or (loss) from special events , , ,


10 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 26 to verify calculations )

333 , 841 .1
, , . , . . . . . . . . . . . . . . . . 13

333,841 .

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.

JSA
4E1492 2 000

Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the organization's exempt purposes (other than b y providing funds for such purposes) (See
page 27 of the instructions .)

Form 990-PF (2004)


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13

Form 990-PF 2004

Page 12

48-0935563

Information Regarding Transfers To and Transactions and Relationships With Noncharitable


Exempt Organizations

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

Yes

No

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

Transfers from the reporting organization to a nonchantable exempt organization of

(1)Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1a1
(2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 a(2)
b Other transactions
(1) Sales of assets to a nonchantable exempt organization                  1 b ( l )
(2) Purchases of assets from a nonchantable exempt organization

, , , , . , , , , _ , , , , , , , , , , , , , , , , , , , , 1 b(2)

, , , , , , . , , , , , , , , , , , , , , . , , , , , , , , , , , . , , , , 1 b(3)

(4) Reimbursement arrangements , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1 b(4)

(6) Performance of services or membership or fundraising solicitations , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1 b(6)1

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

(5) Loans or loan guarantees , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , . , , , , , , , , , , , , , ,

1b (5)

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

1c

X
X

If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market

value of the goods, other assets, or services given by the reporting organization If the organization received less than fair

market value to any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services

2 a Is the organization 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
L

It uV . . . . n .. ..1 .L.. ~L~ l.11.


. . .. . . . ~~L~J. .1~

(b) Type of organization

(a) Name of organization

, , , , , , , , , , , , , , , . , ,

D Yes a No

(c) Description of relationship

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

Signature of officer or trustee

i
d
Z
C

Preparers
p signature

JSA
4E1493 2 000

'

Firm's name (or yours if


self-employed), address,
and ZIP code

29145H K932

' BKD~, LLP


1551 N WATERFRONT

11/15/2005

13 :35 :02 V04-8

Schedule B

(Form 990,990-EZ,
or 990-PF)
Department of the Treasury

2004

Supplementary Information for


line 1 of Form 990, 990-EZ, and 990-PF (see instructions)

Internal Revenue Service

Employer identification number

Name of organization
CLAUDE R .

OMB No 1545-0047

Schedule of Contributors

LADE CHARITABLE

FOUNDATION

Organization type (check one)


Filers of:

Section :

Form 990 or 990-EZ

501(c)(

) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

Form 990-PF

527 political organization

Eli

501(c)(3) exempt private foundation


4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule . (Note : Only a section 501(c)(7), (8), or (10)
organization can check boxes for both the General Rule and a Special Rule - see instructions)
General Rule 0 For organizations fling Farm 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor (Complete Parts I and II )
Special Rules 0 For a section 501(c)(3) organization fling Form 990, or Form 990-EZ, that met the 33 1/3% support test of the regulations
under sections 509(a)(1)/170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of $5,000 or 2% of the amount on line 1 of these forms (Complete Parts I and II )
For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor,
during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Parts I, II, and III )
For a section 501(c)(7), (8), or (10) organization fling Form 990, or Form 990-EZ, that received from any one contributor,
during the year, some contributions for use exclusively for religious, charitable, etc , purposes, but these contributions did
not aggregate to more than $1,000 (If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc ., purpose . Do not complete any of the Parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc , contributions of $5,000 or more
during the year ) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " $
Caution: Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990,
990-EZ, or 990-PF), but they must check the box in the heading of their Form 990, Form 990-EZ, or on line 2 of their Form
990-PF, to certify that they do not meet the filing requirements of Schedule 8 (Form 990, 990-EZ, or 990-PF)
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, Form 990-EZ, and Form 990-PF.

Schedule B (Form 990, 990-EZ, or 990-PF) (2004)

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16

Schedul! B (Form 990, 990


.EZ, or 99o-PF) (2004)

Name otorganization

CLAUDE R .

of

IAMBE CHARITABLE

of Part I

Employer identification number

FOUNDATION

4B-0935563

Contributors (See Specific Instructions .)


(a)
No .
1

(b)
Name, address, and ZIP +4
FRED

C.

P .O .

BOX 2256

WICHITA,

No .

& MARY R .

Ks

KOCH

(c)
Aggregate contributions

(d)
Type of contribution

FOUNDATION

Person

Payroll
Noncash
(Complete Part II if there is
a noncash contribution )

440 , 000 .

67201

Name, address, and ZIP + 4

Aaareaate contributions

Tvae of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )

(a)
No.

(c)
contributions

Name, address, and ZIP + 4

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is

a noncash contribution )
(a)
N o.

(c)
ate contributions

Name, address, and ZIP +4

(d)
Type of contribution
Person
Payroll
Noncash

(Complete Part II if there is

a noncash contribution )
(a)
N o.

(c)
~
regate contributions

Name, address, and ZIP+4

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is

a noncash contribution )
(a)
No .

(c)
contributions

Name, address, and ZIP + 4

(d)
Type of contribution
Person
Payroll
Noncash
(Complete Part II if there is
a noncash contribution )

Schedule B (Form 990, 990-EZ or990-PF)(2004)

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17

FORM 990-PF - PART IV


CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
Kind of Property
Gross sale

pace less
ex enses of sale

Description

Depreciation

allowed/
allowable

Cost or

FMV

other
basis

as of
12/31/69

Add basis

as of
12/31/69

Excess of

FMV over
ad basis

SEE ATTACHMENT A

,353,296 .

TOTAL GAIN (LOSS)

6,352,760 .

Date
acquired
Gain

Date sold

VARIOUS

VARIOUS

or
loss

536 .

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

536 .

JSA

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85651

15

CLAUDE R. LAMBE CHARITABLE FOUNDATION


EIN 48-0935563
SCHEDULE OF INFORMATION FOR 2004 form 990-PF

Part IV Capital Gains and Losses for Tax on Investment Income


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

ATTACHMENT A

(b) How acquired


P - Purchase
D - Donation

Mellon Bank - Zazove Associates, LLC Fund -Sale of Units


Soft Brands, Inc . - Common Stock, 615 Shares
Goldman Sachs Short Duration Fund - Sale of Units

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

P '
P
P

4/04-7/04
03/09/04
1/04-12/04

(d) Date sold


(mo , day, yr.)
7/04-12/04
12/03/04
6/25/2004

e
f
9

a
b
c
d
e
f

(e) Gross sales price


minus expense of sale

(f) Depreciation allowed


(or allowable)

(g) Cost or
other basis

1,352,129 .
1,167

0
0

1,255,640 .
800 .

5,000,000 .

5,096,320 -

g
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) F M .V. as of 12/31/69
0) Adjusted basis
(k) Excess of col . (i)
as of 12/31/69
over col . 0), if any
a
b
c
d
e
f
g
2 Capital gain net income or (net capital loss)

If gain, also enter in Part I, line 7


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

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) :
If gain, also enter in Part I, line 8, column (c) (see pages 11 and 16 of the
instructions). If (loss), enter -0- in Part I, line 8 .

(h) Gain or (loss)


(e) plus (f) minus (g)

96,489367
(96,320)
0
0

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

0
0

but not less than -0-)


or Losses (from col . (h))
0
0

96,489
367

0
0
0

(96,320)
0
0

0
0

0
0
2

536

CLAUDE R. LAMBE CHARITABLE FOUNDATION


EIN 48-0935563
ATTACHMENT TO FORM 990-PF TO REPORT
EXPENDITURE RESPONSIBILITY GRANT
For the Year Ended 12/31/04
(PART VII-B, Question on Line 5c :

ATTACHMENTBI

Expenditure Responsibility Statement for the year 2004


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

(ii)

Date and Amount


of Grant:

February 18, 2004

(iii) Purpose of Grant:

(iv)

Amounts expended :

100,000

General program operating support for the Allen-Lambe House Foundation, an educational
foundation which operates a museum and study center in a house located in Wichita, Kansas,
designed by Frank Lloyd Wright in 1915. The house museum is open to the general public . The
program of the Foundation includes restoration and conservation of the house, gardens,
and its interiors, with furnishings to showcase the "Prairie Style" designs of Frank Lloyd
Wright ; and to maintain a library archive study center for the study of Frank Lloyd Wright
and other interrelated areas of design .
Reports received from the Allen-Lambe House Foundation show the following expenditures :
$95,739 of the February 2004 grant was spent for operating support of the museum .

(v) Diversions :

To the knowledge of this grantor foundation, no funds have been diverted to any
activity other than the activity for which the grant was originally made .

(vi) Date of Reports :

On May 13, 2005, the Allen-Lambe House Foundation submitted a full and complete
report of its expenditures of the February 2004 operating support grant.

(vi) Verification :

The grantor has no reason to doubt the accuracy or reliability of the report from
the grantee ; therefore, no independent verification of the reports were made .

CLAUDE R. LAMBE CHARITABLE FOUNDATION


EIN 48-0935563

SCHEDULE OF INFORMATION FOR 2004 FORM 990 PF


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

(a) Name and Address


Richard H. Fink

(b) Title, and average


hours per week
devoted to position

ATTACHMENT C

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

(e) Expense
account, other
allowances

President / Director

Kelly Young
655 15th Street, NW, Suite 445

Vice President
15 hours per week average

Kevin Gentry
655 15th Street, NW, Suite 445

Vice President
17 hours per week average

Anthony Woodlief
655 15th Street, NW, Suite 445
Washington, DC 20005

Vice President
1/1/04 to 6/30/04
13 hours per week average

Mark Humphrey
P.O Box 2256

Secretary
Less than 1 hour per week

Vonda Holliman
P .O . Box 2256

Treasurer
5 hours per week average

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

Director
Less than 1 hour per week

Elizabeth B . Koch
P .O Box 2256

Director
Less than 1 hour per week

Elizabeth R. Koch
PO Box 2256
Wichita, KS 67201

Director
Less than 1 hour per week

Charles C. Koch
PO Box 2256
Wichita, KS 67201

Director
Less than 1 hour per week

Koch Industries, Inc.


P.O Box 2256
Wichita, KS 67201

Not Applicable
(Payment for management
services of officers above)

302,173

Koch Business Holding, LLC


P.O . Box 2256

Not Applicable
(Payment for management

5,274

307,446

655 15th Street, NW, Suite 445


Washington, DC 20005

Washington, DC 20005

Washington, DC 20005

Wichita, KS 67201

Wichita, KS 67201

Wichita, KS 67201

Wichita, KS 67201

1 hour per week

services of officers above)

TOTAL

CLAUDE R. LAMBE CHARITABLE FOUNDATION


EIN 48-0935563

SCHEDULE OF INFORMATION FOR 2004 FORM 990 PF


Part XV, Line 3a& b - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or business)
a Paid during the year :
Allen-Lambe House Foundation
Wichita, KS

Ifrecipient isan~ndihdual,
show any relationship to
anyfoundation manager
or substantial contributor

Foundation
status of
recipient

ATTACHMENT D -I

Purpose of grant
or contribution

Amount

100,000

Private

General Operating Support

Americans for Tax Reform


Washington, DC

Public

General Operating Support

The Brookings Institution


Washington, DC

Public

Educational Research

423,000

Capital Research Center


Washington, DC

Public

General Operating Support

100,000

Cato Institute
Washington, DC

Public

General Operating Support

250,000

Carbon Dioxide & Global Change Center


Tempe, AZ

Public

General Operating Support

25,000

Competitive Enterprise Institute


Washington, DC

Public

General Operating Support


General Operating Support

4,640
50,000

Consumer Alert
Washington, DC

Public

General Operating Support

10,000

Federalist Society
Washington, DC

Public

General Operating Support

100,000

Foundation for Research on Economics &


the Environment
Bozeman, MT

Public

General Operating Support

150,000

Free Congress Foundation


Washington, DC

Public

General Operating Support

10,000

Free Enterrpise Education Institute


Potomac, MD

Public

General Operating Support

30,000

Frontiers of Freedom
Fairfax, VA

Public

General Operating Support

25,000

George Marshall Institute


Washington, DC

Public

General Operating Support

30,000

The Heritage Foundation


Washington, DC

Public

General Operating Support

465,000

Institute for Energy Research


Laramie, WY

Public

General Operating Support

15,000

John Locke Foundation


Raleigh, NC

Public

General Operating Support

50,000

The Leadership Institute


Arlington, VA

Public

General Operating Support

50,000

The Manhattan Institute for Policy Research


New York, NY

Public

General Operating Support

200,00C

10,000

Ih

CLAUDE R. LAMBE CHARITABLE FOUNDATION


EIN 48-0935563

SCHEDULE OF INFORMATION FOR 2004 FORM 990 PF


Part XV, Line 3a& b - Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
Name and address (home or business)

If reapient is an indiwdual,
show any relationship to
any foundation manager
or substantial contributor

Foundation
status of
recipient

ATTACHMENT D

Purpose of grant
or contribution

Amount

a Paid during the near:


National Center for Policy Analysis
Dallas, TX

Public

General Operating Support


Education Research

20,000 '
25,000

National Federation of Independent


Business Legal Foundation
Washington, DC

Public

General Operating Support


General Operating Support

11,000
52,000

National Taxpayers Union Foudation


Alexandria, VA

Public

General Operating Support

7,500

N.C . Institute for Constitutional Law


Raleigh, NC

Public

General Operating Support

50,000

Pope Center for Higher Education


Raleigh, NC

Public

General Operating Support

50,000

Reason Foundation
Los Angeles, CA

Public

General Operating Support

10,000

State Policy Network


Richmond, CA

Public

General Operating Support

2,500

Tax Foundation
Washington, DC

Public

General Operating Support

50,000

Texas Public Policy Foundation


Austin, TX

Public

General Operating Support

50,000

Tech Central Science Foundation


Washington, DC

Public

General Operating Support

25,000

Washington Legal Foundation


Washington, DC

Public

General Operating Support

150,000

University of Virginia Center for Politics


Charlottesville, VA

Public

General Operating Support

15,000

TOTAL GRANTS PAID TO ORGANIZATIONS

2,615,640

b Approved for future payment


Montreal Economic Institute
Montreal, Quebec, Canada

Public

General Operating Support

15,000

University of Virginia Center for Politics


Charlottesville, VA

Public

General Operating Support

15,000

TOTAL GRANTS APPROVED FOR FUTURE PAYMENT

30,000

2/2

CLAUDE

R.

LAMBE CHARITABLE

FORM 990PF,

PART

FOUNDATION

I - CONTRIBUTIONS,

GIFTS AND GRANTS RECEIVED

NAME AND ADDRESS


---------------FRED C . & MARY R . KOCH
P .O . BOX 2256
WICHITA, K5 67201

48-0935563

DATE
---FOUNDATION

12/22/2004

TOTAL CONTRIBUTION AMOUNTS

29145H K932 11/15/2005

13 :35 :02 V04-8

85651

DIRECT
PUBLIC
SUPPORT
------440,000 .
-----------440,000 .

18

STATEMENT

CLAUDE

R.

LANE

FORM 990PF,

CHARITABLE

PART

I - LEGAL FEES
REVENUE
AND
EXPENSES
PER BOOKS
---------

DESCRIPTION
LEGAL FEES-INVESTMENT
LEGAL FEES-P.DMIN
TOTALS

29145H K932

48-0935563

FOUNDATION

858 .
26,811 .
-------------27,669 .

11/15/2005 13 :35 :02 V04-8

85651

NET
INVESTMENT
INCOME
------

ADJUSTED
NET
INCOME
------

CHARITABLE
PURPOSES
--------

-------------NONE

43,751 .
-------------43,751 .

858 .
-------------858 .

19

STATEMENT

CLAUDE

R.

LAMBE CHARITABLE

48-0935563

FOUNDATION

FORM 990PF,

PART

I - ACCOUNTING FEES
REVENUE
AND
EXPENSES
PER BOOKS
---------

DESCRIPTION
ACCOUNTING FEES
INVESTMENT ACCTG SERVICE FEES
TOTALS

29145H K932

13,438 .
1,750 .

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

11/15/2005 13 :35 :02 V04-8

15,188 .

85651

NET
INVESTMENT
INCOME
------

1,750 .

ADJUSTED
NET
INCOME
------

CHARITABLE
PURPOSES
--------

14,638 .

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

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

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

1,750 .

NONE

14,638 .

20

STATEMENT

CLAUDE R .

LAMBE CHARITABLE

FORM 990PF,

PART

48-0935563

FOUNDATION

I - OTHER PROFESSIONAL FEES


REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION
PROFESSIONAL CONSULTING FEES
INVESTMENT MANAGEMENT FEES
GRANT ADMINISTRATION FEES
TOTALS

25,123 .
20,084 .
115,078 .
-------------160,285 .

29145H K932 11/15/2005 13 :35 :02 V04-8

85651

NET
INVESTMENT
INCOME

CHARITABLE
PURPOSES

26,119 .

20,084 .

137,864 .
-------------163,983 .

-------------20,084 .

21

STATEMENT

CLAUDE
c

FORM

~?

R.

LAMBE CHARITABLE

990PF,

PART

I - TAXES

REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION
FEDERAL EXCISE

48-0935563

FOUNDATION

TAX
TOTALS

3,111 .
-------------3,111 .

STATEMENT

29145H K932 11/15/2005

13 :35 :02 V04-8

85651

22

CLAUDE

R.

LAMBE CHARITABLE

48-0935563

FOUNDATION

FORM 990PF,

PART

I - OTHER EXPENSES

REVENUE
AND
EXPENSES
PER BOOKS

DESCRIPTION

CHARITABLE
PURPOSES

INSURANCE

5,963 .

5,963 .

POSTAGE

1,218 .

1,207 .

344 .

344 .

SUPPLIES

3,456 .

3,384 .

TELEPHONE

2,207 .

2,019 .

MEMBERSHIP & DUES

2,614 .

2,614 .

-------------15,802 .

3,711 .
-------------19,242 .

& DELIVERY

BANK FE ES

MISCELLANEOUS
TOTALS

29145H K932

11/15/2005

13 :35 :02 V04-8

85651

23

STATEMENT

CLAUDE

R.

LANE CHARITABLE

FORM 990PF,

PART II

48-0935563

FOUNDATION

- OTHER INVESTMENTS

s
ENDING
BOOK VALUE
----------

DESCRIPTION
GOLDMAN SACHS SHORT DURATION
ARDEN ENDOWMENT FUND
ZAZOVE CONVERTIBLE BOND
NESIROW ABSOLUTE RETURN FUND

5,129,654 .
5,000,000 .
5,131,592 .
5,000,000 .
---------------

TOTALS

29145H K932 11/15/2005 13 :35 :02 V04-8

ENDING
FMV
---

20,261,246 .

85651

24

5,025,050 .
5,241,034 .
5,417,270 .
5,267,511 .
--------------20,950,865 .

STATEMENT

CLAUDE R .
,

.y

LAMBE CHARITABLE

FORM 990PF,

48-0935563

FOUNDATION

PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS

GRANT ADMINISTRATOR,
(202)393-2354

655

15TH

ST NW,

STE 445,

WASHINGTON, D .C .

20005

STATEMENT

29145H K932

11/15/2005

13 :35 :02 V04-8

85651

25

CLAUDE R .
16 r 01 i

990PF,

I,AMBE

PART XV

CHARITABLE

48-0935563

FOUNDATION

- RESTRICTIONS OR LIMITATIONS ON AWARDS

GRANTS ARE RESTRICTED TO CHARITABLE ORGANIZATIONS AS DEFINED IN


SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE .
THE FOUNDATION DOES
NOT MAKE GRANTS TO INDIVIDUALS .

STATEMENT

29145H K932

11/15/2005

13 :35 :02 V04-8

85651

26

Form 8868 (Rev 12-20041

" 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 if you have already been granted an automatic 3-month extension on a previously filed Form 8868 .
" If you are filing for an Automatic 3-Month Extension, complete only Part I on page 1 ).

Page 2

Additional not automatic 3-Month Extension of Time - Must File Original and One Copy .
Name of Exempt Organization

Employee Identification number

Type or
print
File by the
extended

CLAUDE R . LAMHE CHARITABLE FOUNDATION


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

instructions

WICHITA KANSAS

48-0935563
For IRS use only

p0 BOX 2256

due date for


filing the
return . See

City, town or post office, state, and ZIP code . For a foreign address, see instructions .

67201

Check type of return to be filed (File a se orate application for each return):
Form
Form
Form
Form
STOP : Do

990
Form 990-T(sec . 401(0) or 408(0) trust)
Form 5227
990-BL
Form 990-T (trust other than above)
Form 6069
990-EZ
Form 1041-A
Form 8870
990-PF
~~ Form 4720
not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868 .
VONDA HOLLIMAN
The books are in the care of "
316
828-7251
Telephone No. "
FAX No .

" If the organization does not have an office or place of business in the United States, check this box, , , , , , , , ,
" If this is for a Group Return, enter the or anizatiori s four digit Group Exemption Number (GEN
If this is
for the whole group, check this box " ~ . If it is for part of the group, check this box "
and attach .a fist with the
names and EINs of all members the extension is for.
4

5
6
7
8a
b
c

I request an additional 3-month extension of time until

For calendar year 2004 , or other tax year beginning


If this tax year is for less than 12 months, check reason'
State in detail why you need the extension

NOVEMBER 15,

Initial return

2005

and ending
Final return

Change in accounting period

THE TAXPAYER REQUESTS ADDITIONAL TIME IN ORDER TO GATHER THE NECESSARY


INFORMATION FOR A COMPLETE AND ACCURATE RETURN .

If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
nonrefundable credits See instructions   .  .     , .    .       $
If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated
tax payments made . Include any prior year overpayment allowed as a credit and any amount paid
previously with Form 8868 , , ,
$
Balance Due. Subtract line Sb from line 8a Include your payment with this form, or, if required, deposit

with FTD coupon or, if required, by using EFfPS (Electronic Federal Tax Payment System) . See
instructions
$
Signature and Verification .

Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct, and cRmplete, and that I am authorized to prepare this form .

True "

C . P .A .

Notice to Applicant - To Be Completed by the IRS


We have approved this application. Please attach this form to the organization's return .

Date

We have not approved this application . However, we have granted a 10-day grace period from the later of the date shown below or the due
date of the organization's return (including any prior extensions) . This grace period is considered to be a valid extension of time for elections
otherwise required to be made on a timely return Please attach this form to the organization's return .
We have not approved this application . After considering the reasons stated in item 7, we cannot grant your request (or an extension of time
to file . We are not granting a 10-day grace period .
We cannot consider this application because it was filed after the extended due date of the return for which an extension was requested .
Other
By:

Director

Date

Alternate Mailing Address - Enter the address if you want the copy of this application for an additional 3-mobbieztension ~ ~c~=f f
returned to an address different than the one entered above .
Name

Type or
print

HKD LLP
Number and street (include suite, room, or apt . no .) or a P.O. box number
L1551 NORTH WATERFRONT PARKWAY S UITE 300
City or town, province or state, and country (including postal or ZIP code)
WICHITA KANSAS

4F8055 3 000

67206-6601

:-

. _-

Forth 8868 (Rev 12-2004)