lefile

I As

GRAPHIC print - DO NOT PROCESS

For calendar
G Check

DLN:934913200200621
OMB No 1545-0052

Return of Private Foundation

Form990-PF
Department
of theTreasury
InternalRevenue
Service

Filed Data -

or Section

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

Trust

2011

Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements

year

2011,

or tax year

beginning

r In1t1al return
r A mended return

all that apply

01-01-2011

, and ending

12-31-2011

r In1t1al return of a former public charity r Final return

r Address change
r Name change A Employer identification

Name of foundation
CLAUDER LAMBECHARITABLEFOUNDATION

number

48-0935563
% HEATHERLOVE
Number and street (or PO box number 1fma1l 1snot delivered to street address)
PO BOX2256

B Telephone number (see page 10 of the instructions)

Room/suite

(316) 828-8286

City or town, state, and ZIP code

WICHITA, KS 672012256

H Check

P"Section

type of organ1zat1on

r Section

494 7(a)(l)

nonexempt

I Fair market value of all assets

of year (from Part II, col. (c),
!me 16),..$ 4,331,707

l:a-11

and Expenses

(The

Sa

Gross

[7

Net rental

and temporary

income

cash investments

from sale of assets

gain net income

capital

Cost of goods sold

Gross

profit or (loss)

(attach

11

Other

income

schedule)

12

Total. Add lines 1 through

13

Compensation

14

Other

15

Pension

(attach

11

of officers,

directors,

salaries

and wages

employee

plans, employee

Legal fees (attach

Accounting

Other

schedule)

trustees,

20

151,403

149,289

benefits

schedule).

fees (attach

professional

schedule).

fees (attach

schedule)

t.-:

19

Deprec1at1on

(attach

schedule)

24,657

319

38,818

38,818

2,203

800

800

1,540

1,540

22,706
0

and depletion

Occupancy
Travel,

conferences,

,:::;

22

Printing

-..,
.!::'
,:::;

23

Other

24

Total operating

2,134

etc

Interest

154
71,670

Gross sales less returns and allowances

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

:.....

154
71,670

77,445

18

!::

(c) Adjusted net

income

gain

Less

-:::::: 21

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

mod1f1cat1ons

20

(b) Net investment

income

check here

1,234,003

17

...:r

If the foundation 1sin a 60-month temnmat1on

under section 507(b)(l)(Bl,

(from Part IV, line 2)

:.....

E
-::::::

77,445

not on line 10

p
,:::;

i::

E If private foundation status was terminated

under section 507( b)( l)(A), check here

from securities.

Gross sales price for all assets on line 6a

Net short-term

>

P"Accrual

or (loss)

Net gain or (loss)

Income

4'

Cash

rents

Li.I

2. Foreign organizations meeting the 85% test,

check here and attach computation

''
'
'
'

1fthe foundation 1snot required to attach Sch B

on savings

Capital

16a

foundation

(a) Revenue and

expenses per
books

total of amounts m columns (b), (c), and (d) may not

necessanly equal the amounts m column (a) (see page 11 of
the mstmctwns) )

)(

private

D1v1dends and interest

10a

!::

of Revenue

D 1. Foreign organizations, check here

foundation

taxable

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

Interest

,fl

private

method

Check ....

4'

J Accounting

at end

4'

,fl

exempt

r Other

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

Ci::

trust

6a

;
:r;

Analysis

501(c)(3)

charitable

C If exemption application 1spending, check here

and meetings.

and publ1cat1ons
expenses

(attach

schedule)

and administrative

Add lines 13 through

gifts,

expenses.
68,018

23
grants

39,137

25,046

1,179,180

25

Contributions,

paid.

26

Total expenses and disbursements. Add Imes 24 and 25

27

Subtract

1,179,180

1,247,198

39,137

1,204,226

line 26 from line 12

Excess of revenue over expenses and disbursements

Net investment

Adjusted

income (1f negative,

net income (1f negative,

For Privacy Act and Paperwork

-1,095, 795
110,152

enter -0-)
enter -0-)

Reduction Act Notice, see page 30 of the instructions.

Cat

No 11289X

Form

990-PF

(2011)

Page 2
End of year
(b) Book Value
(c) Fair Market Value

Form 9 9 O- P F ( 2 O 11 )

l:F-TillU
Balance

Sheets

Cash-non-interest-bearing.

Savings

and temporary

Accounts

Less

Pledges

Less

receivable

allowance

receivable

Grants

Receivables

2,920
2,401,826

cash investments

132,228

132,228

1,069,593

1,069,593

....

for doubtful

allowance

Beginning of year
(a) Book Value

Attached schedules and amounts in the description column

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

accounts

....

accounts

....

....

for doubtful

receivable
due from officers,

d1squal1f1ed persons

(attach

directors,

trustees,

schedule)

and other

(see page 15 of the

1nstruct1ons).

'-""

m
8
'-""
'-""

Other

notes and loans receivable

Less

allowance

Inventories
Prepaid

9
10a

expenses

and deferred

6,035

charges

S and state government

obl1gat1ons (attach

Investments-corporate

stock

(attach

schedule).

Investments-corporate

bonds (attach

schedule).

Investments-land,

bu1ld1ngs, and equipment

Less

deprec1at1on (attach

accumulated

12

Investments-mortgage

13

Investments-other

14

Land, bu1ld1ngs, and equipment

15

Other assets

16

Total assets (to be completed

accumulated

schedule)

....

2,874,209

schedule)

18

Grants

19

Deferred

20

Loans from officers,

',!;!

2,984,999

3,126,054

4,190,652

4,331, 707

basis ....
schedule)

....

....

)
by all filers-see

the
5,284,990

Also, see page 1, item I)

payable

3,832

basis ....

schedule)

deprec1at1on (attach

(describe

Accounts

3,832

loans
(attach

17

and accrued

expenses

1,725

3,182

1,725

3,182

payable
revenue

.3

,:::; 21

Mortgages

.::i 22

Other

23

....

1nstruct1ons

-e

....

for sale or use

Investments-Li

Less

4'

accounts

schedule)

c
11

,fl

for doubtful

(attach

directors,

trustees,

and other notes payable

l1ab1l1t1es (describe

and other d1squal1f1ed persons

(attach

schedule)

....

Total liabilities (add lines 17 through

22)

Foundations that follow SFAS 117, check here ....

p-

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

,fl

4' 24
u

Unrestricted

,:::; 25

Temporarily

,:::;

Permanently

::::!
u..

and complete lines 27 through 31.

ca 26
!:::
:.....

0
,fl

4)
,fl
,fl

ci

27

Capital

28

Pa1d-1n or capital

trust

earnings,

principal,

surplus,

or current

....

or land, bldg,

accumulated

income,

funds
and equipment

29

Retained

30

Total net assets or fund balances (see page 1 7 of the

4)

endowment,

31

Total liabilities and net assets/fund

Total

of Changes

net assets

with end-of-year

4,187,470

5,284,990

4,190,652

fund
or other funds

balances (see page 1 7 of

the 1nstruct1ons)

hlfllOI Analysis

5,283,265

'

1nstruct1ons).

4,187,470

restricted

Foundations that do not follow SFAS 117, check here

stock,

5,283,265

restricted

in Net Assets or Fund Balances

or fund balances
figure reported

at beg1nn1ng of year-Part
on prior year's

II, column

(a), line 30 (must agree

return)

Enter amount from Part I, line 27a

Other

Add lines 1, 2, and 3

Decreases

Total

increases

not included

not included

net assets

5 ,2 8 3 ,2 6 5

-1,0 9 5 ,7 9 5

1n line 2 (1tem1ze) ....

4
5

1n line 2 (1tem1ze) ....

or fund balances

at end of year (line 4 minus line 5)-Part

4,187,470

II, column

(b), line 30.

4,187,470
Form 990-PF

(2011)

Form 9 9 O- P F ( 2 O 11 )

Page

Gams an d Losses f or Tax on Investment

l:F-Till"t Capita

(b) How acquired

(a) List and describe

the k1nd(s) of property sold (e g, real estate,

brick warehouse, or common stock, 200 shs M LC Co)

2-story
ZAZOVE

la

ASSOCIATES,

Income
(d) Date sold

(c) Date acquired

P-Purchase
D-Donat1on

(mo,

day, yr)

(mo,

day, yr)

LLC

b
c

d
e

(g) Cost or other basis

(f) Deprec1at1on allowed

(or allowable)

(e) Gross sales price

plus expense

1,234,003

(h) Gain or (loss)

(e) plus (f) minus (g)

of sale
1,156,558

77 ,445

b
c

d
e
Complete

only for assets

showing

gain 1n column

(h) and owned by the foundation

(j) AdJusted basis

asof12/31/69

(i) FM V asof12/31/69

on 12/31/69

(I) Gains (Col (h) gain minus

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

(k) Excess of col (1)

over col (J), 1f any

77 ,445

b
c

d
e

Capital

Net short-term

gain net income or (net capital

capital

gain or (loss)

as defined

If gain, also enter 1n Part I, line 8, column

If (loss), enter -0- 1n Part I, line 8

..

ifliA"4

Quahf1cat1on

Under Section

(For optional

use by domestic

private

If section

4940(d)(2)

applies,

loss)

1n sections

1222(5)

}
}

for Reduced Tax on Net Investment

subJect to the section

77 ,445

and (6)

(c) (see pages 13 and 17 of the 1nstruct1ons)

4940(e)

foundations

If gain, also enter 1n Part I, line 7

If (loss), enter -0- 1n Part I, line 7

4940(a)

tax on net investment

Income
income)

leave this part blank

amount of any year 1n the base period7

Was the foundation liable for the section 4942 tax on the distributable
If"Yes,"
the foundation does not qualify under section 4940(e)
Do not complete this part

1 Enter the appropriate

amount

1n each column

(a)

for each year, see page 18 of the 1nstruct1ons

(b)

Base period years Calendar

year (or tax year beginning in)

Adjusted qualifying d1stnbut1ons

before making

P-

Yes

No

any entries
(d)

(c)
Net value of nonchantable-use assets

D1stnbut1onratio
(col (b) d1v1dedby col (c))

2010

1,973,852

6 ,6 51,3 20

0 296761

2009

2,730,340

8,7 82,8 57

0 310872

2008

2,456,244

11,492,4

2007

4 ,085 ,883

15,540,497

0 262918

2006

4,231,735

17,229,773

0 245606

27

0 213727

Total of line 1, column

1 329884

Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by 5, or by
the number of years the foundation has been 1n existence 1f less than 5 years

0 265977

Enter the net value ofnoncharitable-use

5,068,581

Multiply

1,348,126

Enter 1% of net investment

Add lines 5 and 6.

Enter qual1fy1ng d1stribut1ons

(d).

assets

for 2011

from Part X, line 5.

line 4 by line 3.

income

(1% of Part I, line 27b).

from Part XII,

line 4.

If line 8 1s equal to or greater than line 7, check the box 1n Part VI, line 1 b, and complete
the Part VI 1nstruct1ons on page 18

1,10 2

1,349,228

1,204,226

that part using a 1 % tax rate

Form

See

990-PF

(2011)

Form 9 9 O- P F ( 2 O 11 )

l:J.fiifJI

page

Excise Tax Based on Investment

Income (Section 4940(a),

4940(b),

Exempt operating foundations described in section 4940(d)(2), check here ,... I

la

Date of ruling or determ1nat1on

instructions)

letter

(attach

4940(e),

or 4948-see

page 18 of the instructions)

and enter "N/A" on line 1

copy of letter

if necessary-see

Domestic

All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)

foundations

here,...

that meet the section

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

Add lines 1 and 2.

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

Tax based on investment

Credits/Payments
estimated

2011

Exempt

tax payments

Tax paid with appl1cat1on for extension

Backup w1thhold1ng erroneously

trusts and taxable foundations only Others enter -0-)

and payments

overpayment

withheld

credited

Enter any penalty for underpayment

Tax due. If the total ofl1nes

6d.
tax

Check

here

1f Form 2220

1s attached

11

Enter the amount of line 10 to be Credited to 2012 estimated tax,...

1t part1c1pate or intervene

3,832

,...

10

Refunded,...

3,832

11

Act1v1t1es
attempt

to influence

any national,

state,

Yes

or local leg1slat1on or did

1n any pol1t1cal campa1gn7

Did 1t spend more than $100

the 1nstruct1ons

6,035

If line 7 1s more than the total of lines 5 and 8, enter the amount overpaid.

Overpayment.

6c

6d

of estimated

During the tax year, did the foundation

2,203

6,035

5 and 8 1s more than line 7, enter amount owed.

Regarding

6b

oft1me to file (Form 8868)

10

Statements

2,203

6a

withheld.

la

to 2011

at source

Add lines 6a through

Part VII-A

line 4 from line 3 If zero or less, enter -0-.

and 2010

foreign organ1zat1ons-tax

credits

2,203

trusts and taxable foundations only Others enter -0-)

income. Subtract

Total

1n Part V, check

and enter 1% of Part I, line 27b

4940 (e) requirements

during the year (either

directly

or 1nd1rectly) for pol1t1cal purposes

No

la

No

lb

No

le

No

No

No

4a

No

(see page 19 of

for def1n1t1on)7

If the answer is "Yes" to la or lb, attach a detailed descnptJOn of the act1v1t1es and copies of any matenals
published

or d1stnbuted

D 1d the foundation

Enter the amount

(1fany)

(1) On the foundation

e
2

by the foundatJOn

connection

1n

with the act1v1t1es.

file Form 1120-POL for this yea r7.

of tax on pol1t1cal expenditures

Enter the reimbursement

(1f any) paid by the foundation

on foundation

,... $ --------

managers

Has the foundation

engaged

(section

(2) On foundation

,... $

4955)

imposed

managers

during the year

,... $ --------

during the year for pol1t1cal expenditure

1n any act1v1t1es that have not previously

been reported

tax imposed

to the IRS7

If "Yes," attach a detailed descnpt1on of the act1v1t1es.

Has the foundation

of 1ncorporat1on,

4a
b

made any changes,

Did the foundation

have unrelated

business

reported

to the IRS, 1n its governing

instrument,

articles

If "Yes," attach a conformed copy of the changes

gross income

of$1,000

or more during the year7.

If "Yes," has 1t f1led a tax return on Form 990-T for this yea r7.
Was there a l1qu1dat1on, term1nat1on,

If "Yes," attach the statement

not previously

or bylaws, or other s1m1lar 1nstruments7

Are the requirements

By language

By state

of section

508(e)

with the state

(relating

instrument,

leg1slat1on that effectively

that conflict

d1ssolut1on, or substantial

required by General Instruct/On

1n the governing

4b
contraction

during the year7

to sections

4941

through

4945)

sat1sf1ed either

or

amends the governing

law remain 1n the governing

instrument

so that no mandatory

d1rect1ons

instrument?

Did the foundation have at least $5,000 in assets at any time during the year7 If "Yes," complete Part II, col (c), and Part XV

Sa

Enter the states to which the foundation reports orw1th which 1t 1s registered
1nstruct1ons) ,..._K_S,~V_A
________________________________________

If the answer 1s "Yes" to line 7, has the foundation

General

(or designate)

Is the foundation

of each state

cla1m1ng status

or 4 9 4 2 (J)(5) for calendar

as required

as a private

furnished
by General

operating

year 2 O 11 or the taxable

a copy of Form 990-PF

Instruction

foundation

Yes

Yes

Sb

Yes

(see page 19 of the

_
to the Attorney

G7 If "No," attach explanation.

w1th1n the meaning

of section

year beg1nn1 ng In 2 O 11 (see I nstruct1ons

4942(J)(3)

for Pa rt XIV on

page 2 7 )7 If "Yes," complete Part XIV

10

No

T.

Did any persons become substantial contributors during the tax year7 If "Yes," attach a schedule /Jstmg their names and addresses

9
10
Form 990-PF

No
No
(2011)

Form 9 9 O- P F ( 2 O 11 )

11

Regarding

Activities

At any time during the year, did the foundation,

meaning

of section

512(b)(13)7

If"Yes,"

(continued)

directly

attach

or 1nd1rectly, own a controlled

schedule

Did the foundation

acquire

a direct

13

Did the foundation

comply

with the public 1nspect1on requirements

14

The books are 1n care of ,.._H_E_A_T_H_E_R_L_O_V_E

_____________________
Located

at ....4111 E 37TH STREETNORTH WICHITA KS

Section

494 7(a)(l)

nonexempt

and enter the amount

16

or 1nd1rect interest

At any time during calendar

a bank, securities,

charitable

of tax-exempt

trusts

interest

year 2011,

See the 1nstruct1ons for exceptions

foreign country
....

Statements

1n any applicable

insurance

or accrued

1n a foreign

1n lieu of Form 1041-Check

directly

or leasing

appl1cat1on7

(5) Transfer

to, or pay or reimburse

for the benefit

If any answer 1s "Yes" to la(l

53 4941(d)-3

1n or a signature

Did the foundation

or other authority

1 If "Yes",

credit

to (or accept

foundation

If"Yes,"

3a

Yes

20 __

disaster

disaster

4942)

4942(J)(3)

under the exceptions

assistance

Yes

No

I
F
F

Yes

No

Yes

F
I
I

Yes

No

Yes

No

Yes

No
No

assistance

described

1n Regulations

(see page 20 of the 1nstruct1ons)7.

check

20 __

4942(a)(2)
20 __

(does not apply for years the foundation

20 __

by the Comm1ss1oner

business

to the year's

No

was a private

income

(lines 6d

Yes

No

20 __

1s not applying
undistributed

statement-see

the prov1s1ons of section

1ncome7 (If applying

section

4942(a)(2)
4942(a)(2)

page 20 of the 1nstruct1ons).

are being applied

to any of the years listed

2b

1n 2a, list the years here

20 __
or 1nd1rect interest

1n any business

1n 2011

of (1) any purchase

holdings

after May 26, 1969,

under section

le

acts,

I
,

the foundation

of assets)

No

or4942(J)(5))

have any undistributed

lb

here.

1n 1 a, other than excepted

at any time during the year7.

as a result

(2) the lapse of the 5-year

4943(c)(7

)) to dispose

of holdings

Yes

No

by the foundation

period (or longer period approved

acquired

by gift or bequest,

or (3)

15-, or 2 0-yea r f1rst phase hold1 ng period7 (Use Schedule C, Form 4720, to determme

had excess busmess

holdmgs m 2011.).

Did the foundation

invest

Did the foundation

make any investment

charitable

that had not been removed

purpose

Check "No"

beg1nn1ng before 20117.

hold more than a 2% direct

the lapse of the 10-,

(section

answer "No" and attach

or d1squal1f1ed persons

4a

regarding

1n 2a forwh1ch

valuation

If "Yes," did 1t have excess

If the foundation

No

1t from)

of, a d1squal1f1ed person?

off1c1al7 (Exception.

regarding

did the foundation

for tax year(s)

to incorrect

Did the foundation

enterprise

income

defined 1n section

If the prov1s1ons of section

.... 20 __

IYes I No
I I No

May Be Require d

1f term1nat1ng w1th1n 90 days ).

notice

notice

list the years .... 20 __

to all years listed,

over

before the first day of the tax year beg1nn1ng 1n 20117.

Are there any years listed

(relating

the expenses

service,

on a current

At the end of tax year 2011,

and 6e, Part XIII)

'

,..

applies.

them from) a d1squal1f1ed person?

)-(6 ), did any of the acts fail to qualify

on failure to distribute

operating

enter the name of the

with a d1squal1f1ed person?

engage 1n a prior year 1n any of the acts described

that were not corrected

Taxes

828-8286

16

for Form TD F 90-22

extend

to a government

or 1n a current

O rgan1zat1ons relying

Yes

agreed to make a grant to or to employ the off1c1al for a period

after term1nat1on of government

13

15

or use of a d1squal1f1ed person)?.

1f the foundation

section

No

to a d1squal1f1ed person (or make any of either available

(6) Agree to pay money or property

No

12

or 1nd1rectly)

or fac1l1t1es to (or accept

any income or assets

11

here.

a d1squal1f1ed person?.

(4) Pay compensation

no ,..(316)

country?.

of property

(2) Borrow money from, lend money to, or otherwise

(3) Furnish goods, services,

17, 20087

....

Act1v1t1es for Which Form 4720

(either

and exemption

during the year.

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

(1) Engage 1n the sale or exchange,

before August

Telephone

have an interest

and f1l1ng requirements

la During the year did the foundation

contract

for its annual returns

f1l1ng Form 990-PF

did the foundation

Regarding

w1th1n the

ZIP +4 ... .;;..6.;;..7...;c2;..;;2;;..0;;._

_______

received

or other f1nanc1al account

entity

(see page 20 of the 1nstruct1ons).

12

15

Page

I :F-TilI'd9~1 Statements

during the year any amount

3b

1n a manner that would Jeopardize

1n a prior year (but after December

from Jeopardy

31, 1969)

its charitable

purposes?

that could Jeopardize

4a

No

its

before the first day of the tax year beg1nn1ng 1n 20117

4b
Form 990-PF

No
(2011)

Form 9 9 O- P F ( 2 O 11 )

I :F-TilI'd!I:I
Sa

Page

Statements

Regarding

During the year did the foundation

(1) Carry on propaganda,
(2) Influence

for Which Form 4720

attempt

to influence

of any spec1f1c public election

or 1nd1rectly, any voter reg1strat1on

study,

leg1slat1on (section
(see section

a grant to an 1nd1v1dual for travel,

(4) Provide

a grant to an organ1zat1on other than a charitable,

5 O9 (a )(1 ), (2 ), or (3 ), or section

purposes,

Regulations

section

53 4945

Did the foundation,

premiums

notice

of cruelty

Did the foundation,

notice

regarding

sc1ent1f1c, literary,
to children

benefit

regarding
disaster

Yes

[7

No

I
I

Yes

[7
[7

No
No

P- Yes I

fail to qualify

.1

under the exceptions

disaster

assistance

assistance

check

claim exemption

No

or

or animals 7.

[7

Yes

described

No

1n

(see page 22 of the 1nstruct1ons)7

here.

Sb

No

6b

No

.Jrr-'

from the

P- Yes I

No

sectJOn 53.4945-S(d).

any funds, directly

or 1nd1rectly, to pay

contract?.

during the year, pay premiums,

Yes

organ1zat1on described

respons1b1l1ty for the grant?.

required by Regulations

during the year, receive

on a personal

(continued)

carry

4 9 4 O (d )(2 )7 (see page 2 2 of the 1nstruct1ons ).

5a(4 ), does the foundation

1t ma1nta1ned expenditure

If "Yes," attach the statement

or 1n a current

on a current

If the answer 1s "Yes" to question

tax because

6a

etc,

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

O rgan1zat1ons relying

or for the prevention

orto

or other s1m1lar purposes?

(5) Provide for any purpose other than rel1g1ous, charitable,

educational

4955),

4945(e))7

drive 7.

(3) Provide

1n section

May Be Required

pay or incur any amount to

or otherwise

the outcome

on, directly

Activities

directly

or 1nd1rectly, on a personal

Yes

P- No

benefit contract?.

If "Yes" to 6b, file Form 8870.

7a
b

At any time during the tax year, was the foundation

If yes, did the foundation

lifliia,.IU
1

receive

any proceeds

Information
About Officers,
and Contractors

List all officers,

directors, trustees,

foundation

a party to a proh1b1ted tax shelter

or have any net income attributable

Directors,

Foundation

managers and their compensation

(b) Title, and average

hours per week
devoted to pos1t1on

(a) Name and address

Trustees,

transact1on7

Yes

P- No

to the transact1on7.

Managers,

7b

Highly Paid Employees,

(see page 22 of the instructions).

(c) Compensation
(If not paid, enter

-0-)

(d) Contributions
to
employee benefit plans
and deferred compensation

(e) Expense account,

other allowances

See Add1t1onal Data Table

Compensation of five highest-paid

If none, enter "NONE."

employees

(a) Name and address of each employee

paid more than $50,000

Total number of other employees

(other than those included on line 1-see

(b) Title, and average

hours per week
devoted to pos1t1on

paid over $50,000.

(c) Compensation

page 23 of the instructions).

(d) Contributions
to
employee benefit
plans and deferred
compensation

(e) Expense account,

other allowances

,,..
Form

990-PF

(2011)

Form 9 9 O- P F ( 2 O 11 )

lifliia"IU
3

page

Information
About Officers,
and Contractors
(continued)

Five highest-paid

independent

(a) Name and address

Total number

of others

i:ifilf!d.;I

of each

rece1v1ng

Summary

Directors,

Trustees,

Foundation

Managers,

contractors for professional services (see page 23 of the instructions).

person

paid more than

over $50,000

for professional

of Direct Charitable

(b) Type

$50,000

Highly Paid Employees,

If none, enter "NONE".

of service

(c) Compensation

....

services.

Activities

List the foundation's four largest direct charitable act1v1t1esduring the tax year Include relevant stat1st1calinformation such as the number of
organizations and other benef1c1ariesserved, conferences convened, research papers produced, etc

Expenses

:r..,;;ii:t1

Summary

of Program-Related

Describe the two largest program-related

Investments

(see paqe 23 of the instructions)

investments made by the foundation during the tax year on Imes 1 and 2

A mount

1NONE

All other

program-related

investments

See page 24 of the 1nstruct1ons

Total. Add lines

1 through

3.

.... I
Form

990-PF

(2011)

Pa e

Minimum Investment
Return (All domestic foundations
see paqe 24 of the instructions.)
1

Fair market

value of assets

not used (or held for use) directly

1n carrying

must complete this part. Foreign foundations,

out charitable,

etc,

purposes

Average

monthly

Average

of monthly

fair market

value of securities.

cash balances.

Fair market

Total (add lines la, b, and c).

Reduction

claimed

for blockage

le (attach

detailed

explanation).

value of all other assets

Acqu1s1t1on indebtedness

Subtract

Cash deemed

or other factors

reported

I
2

to line 1 assets.

held for charitable

act1v1t1es Enter 1 1/2%

of line 3 (for greater

amount,

Minimum investment

see page 25

assets. Subtract

Add lines 2a and 2b.

Distributable

amount

Recoveries

of amounts

Deduction

Distributable

I 2a I
I 2b I

from Part VI, line 5.

the tax from Part VI ).

before adJustments
treated

Subtract

amount

Subtract

Program-related

Distributions

Amounts

contributions,

line 6 from line 5 Enter here and on Part XIII,

paid to acquire

assets

expenses)

to accomplish

from Part I, column

charitable,

etc,

from Part IX-B.

used (or held for use) directly

Amounts

set aside for spec1f1c charitable

Su1tab1l1ty test (prior IRS approval

Cash d1stribut1on

Qualifying

Foundations

Adjusted

income

test (attach

distributions.
that qualify

1n carrying

out charitable,

la

1,204,226

proJects that satisfy

4940(e)

3b Enter here and on Part V, line 8, and Part XIII,

for the reduced

3a

3b

line 4

1,204,226

rate of tax on net investment

Enter 1% of Part I, line 27b (see page 26 of the 1nstruct1ons).

Subtract

the

schedule).

Add lines la through

under section

lb
etc,

required).

the required

qualifying distributions.

251,226

purposes

(d), line 26.

purposes.

(see page 25 of the instructions)

gifts, etc -total

investments-total

251,226

(see page 25 of the 1nstruct1ons).

paid (1nclud1ng adm1n1strat1ve

Expenses,

251,226

as qual1fy1ng d1stribut1ons.

amount as adJusted

:ffll!.+Qualifying
Amounts

2,203

line 2c from line 1.

from distributable

25 3,42 9

2,203

line 1.

25 3,42 9

2c

Add lines 3 and 4.

5,068,581

(This does not include

Amount (see page 25 of the instructions) (Section 4942(J)(3) and (J)(5) private operating
and certain fore1qn orqarnzat1ons check here,...
and do not complete this part.)

income for 2011

77,187

return from Part X, line 6.

Incometaxfor2011

line 4 from line 3 Enter here and on Part V, line 4

return. Enter 5% of line 5.

M 1n1mum investment
Tax on investment

5,145,768

Net value of noncharitable-use

2a

0
5,145,768

on lines 1 a and

I 1e

applicable

1,946,082

ld

of the 1nstruct1ons ).

foundations

3,199,686

lb
le

(see page 24 of the 1nstruct1ons).

line 2 from line ld.

l:J.t.iS!u Distributable

la

line 5 from line 4.

Note: The amount on line 6 will be used 1n Part V, column (b), 1n subsequent
the section 4940(e)
reduction of tax 1n those years

6
years when calculating

whether

1,204,226

the foundation

qual1f1es for

Form 990-PF

(2011)

Form 9 9 O- P F ( 2 O 11 )

Page 9

Undistributed
:F-Til1:.n

Income

(see paqe 26 of the instructions)

(a)
Corpus

Distributable

U nd1stributed

Enter amount for 2010

amount for 2011

income,

Excess

d1stribut1ons

2009

carryover,

2008

2007

1f any, to 2011
3,384, 774
3,348,840

From 2008.

1,896,993

From 2009.

2,293,087

From 2010.

1,645,368

Total of lines 3a through

4 Q ual1fy1ng d1stribut1ons
a Applied

251,226

only.

From 2007.

line 4

(d)
2011

from Part XI, line 7

From 2006.

XII,

(c)
2010

1f any, as of the end of 2011

b Total for prior years

3
a
b
c
d
e
f

(b)
Years prior to 2010

12,569,062

e.
for 2011

..... $

from Part
1,204,226

to 2010,

but not more than line 2a

b A ppl1ed to undistributed
(Election required-see

income of prior years

page 26 of the 1nstruct1ons)

c Treated as d1stribut1ons out of corpus (Election

required-see
page 26 of the 1nstruct1ons).
d Applied

to 2011

distributable

e Rema1n1ng amount

Excess

distributed

d1stribut1ons

carryover

251,226

amount.
953,000

out of corpus
applied to 2011

(If an amount appears 1n column (d), the

same amount must be shown 1n column (a).)

Enter the net total of each column as

indicated below:

a Corpus

Add lines 3f, 4c, and 4e Subtract

line 5

13,522,062

income Subtract
b Prior years' undistributed
line 4b from line 2b.
c Enter the amount of prior years' undistributed
income for which a notice of def1c1ency has
been issued, or on which the section 4942(a)
tax has been previously assessed.

d Subtract line 6c from line 6b Taxable

amount-see
page 27 of the 1nstruct1ons.
e U nd1stributed income for 2010 Subtract line
4a from line 2a Taxable amount-see
page 27
of the 1nstruct1ons
f

U nd1stributed income for 2 O 11 Subtract

lines 4d and 5 from line 1 This amount must
be distributed
1n 2011.

7 A mounts treated as d1stribut1ons out of

corpus to satisfy requirements
imposed by
section 170(b)(l)(F)
or4942(g)(3)
(see page 27
of the 1nstruct1ons).
8 Excess d1stribut1ons carryover from 2006 not
applied on line 5 or line 7 (see page 27 of the
1nstruct1ons).
9 Excess distributions carryover to 2012.
Subtract lines 7 and 8 from line 6a.
10 Analysis ofl1ne 9
3,348,840
a Excess from 2 OO7.
1,896,993
b Excess from 2008.
2,293,087
c Excess from 2009.
1,645,368
d Excess from 2010.
953,000
e Excess from 2 O 11.

3,384, 774
10, 137,288

Form 990-PF

(2011)

Form 9 9 O- P F ( 2 O 11 )

Page

M:ifli:u*M Private
la

see

Foundations

If the foundation has received a ruling or determ1nat1on letter that 1t 1s a private

foundation, and the ruling 1s effective for 2011, enter the date of the ruling.

b Check box to 1nd1cate whether the organ1zat1on IS a private

2a

a e 27 of the instructions

Enter the lesser of the adJusted net

income from Part I or the m1n1mum
investment
return from Part X for each
year listed.

85%

Q ual1fy1ng d1stribut1ons from Part XII,

line 4 for each year listed.

Amounts included in line 2c not used directly

for active conduct of exempt act1v1t1es.

Q ual1fy1ng d1stribut1ons made directly

for active conduct of exempt act1v1t1es
Subtract line 2d from line 2c.

operating

and Part VII-A

operating
...-~-----------------

foundation

described

In section

4942(J)(3)

or

Prior 3 years

Tax year

(b) 2010

(a)2011

10

uest1on 9

(c) 2009

4942(J)(5)

(e) Total
(d) 2008

ofl1ne 2a.

Complete 3a, b, or c for the

alternative
test relied upon
test-enter
a "Assets" alternative

(1)
(2)

Value of all assets.

(1)

Total support other than gross

investment
income (interest,
d1v1dends, rents, payments
on securities
loans (section
512(a)(5)),
or royalties).

(2)

Support from general public

and 5 or more exempt
organ1zat1ons as provided 1n
section 4942(J)(3)(B)(111).

(3)

Largest amount of support

from an exempt organ1zat1on

(4)

Gross investment

Value of assets qual1fy1ng

under section 4942(J)(3 )(B)(1)
"Endowment" alternative
testenter 2/3
of m1n1mum investment
return shown 1n
Part X, line 6 for each year listed.
"Support" alternative
test-enter

I :r-P :t'fJ
1
a

income

Supplementary
Information
(Complete
assets at any time during the year-see

this part only if the organization

page 27 of the instructions.)

had $5,000

or more in

Information Regarding Foundation Managers:

List any managers of the foundation who have contributed
more than 2% of the total contributions
received by the foundation
more than $5,000)
(See section 507(d)(2))
before the close of any tax year (but only 1fthey have contributed
NONE

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

large portion

of the

NONE

Information

Regarding Contribution,

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

Check here ...

1fthe foundation only makes contributions
to preselected
charitable organ1zat1ons and does not accept
unsol1c1ted requests for funds If the foundation makes gifts, grants, etc (see page 28 of the 1nstruct1ons) to 1nd1v1duals ororgan1zat1ons
under other cond1t1ons, complete items 2a, b, c, and d

a The name, address,

and telephone

GRANT ADMINISTRATOR
1515 N COURTHOUSE
RD SUITE
ARLINGTON,VA
22201
(703) 875-1600

number of the person to whom appl1cat1ons

PROJECT

be addressed

200

b The form 1n which appl1cat1ons should be submitted

LETTER EXPLAINING
EXEMPTION

should

AND AMOUNT

and 1nformat1on and materials

REQUESTED,

they should

include

PLUS A COPY OF THE IRS DETERMINATION

LETTER SHOWING

c Any subm1ss1on deadlines

NONE

d Any restrictions

or l1m1tat1ons on awards, such as by geographical

areas, charitable

fields,

kinds of 1nst1tut1ons, or other

factors
GRANTS A RE GEN ERA LLY RESTRICTED TO PUBLIC CHARITY O RGA NIZATIO NS AS DEF! NED IN SECTION 501 (C )(3) 0 F THE
INTERNAL
REVENUE CODE THE FOUNDATION
DOES NOT MAKE GRANTS TO INDIVIDUALS
OR FOR-PROFIT
CORP O RAT IO NS
Form

990-PF

(2011)

Form 9 9 O- P F ( 2 O 11 )

Page 11

1:)ffii:tfJ
Supplementary

Information
(continued)
3 Grants and Contributions
Paid During the Year or Approved
Rec1p1ent
Name and address

(home or business)

If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
contributor
or substantial

for Future

Foundation
status of
rec1p1ent

Payment
Purpose of grant or
contribution

A mount

a Paid dunng the year

See Add1t1onal Data Table

Total.

.....3a

1,179,180

b Approved for future payment

Total.

.....3b
Form

990-PF

(2011)

Form 9 9 O- P F ( 2 O 11 )

I :F-Til;i"~ !lit~J Ana

Page
Of

IYSIS

Enter gross amounts

unless

1 Program service

revenue

Income-Pro

otherwise

12

d ucmg Act1v1t1es

1nd1cated

Unrelated

business

(a)
Business code

income

(b)
A mount

(e)
Related or exempt
function income
(See page 28 of
the 1nstruct1ons )

Excluded by section 512, 513, or 514

(d)

(c)
Exclusion

code

A mount

b
c

d
e

2
3
4
5

f
g Fees and contracts from government agencies
Membership dues and assessments.
Interest on savings and temporary cash investments
D1v1dends and interest from securities.
Net rental income or (loss) from real estate
a Debt-financed

154

14

71,670

18

77,445

01

2,134

property.

b Not debt-financed
6
7
8
9
10
11

14

property.

Net rental income or (loss) from personal property

Other

investment

income.

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

Net income or (loss) from special

events

Gross profit or (loss) from sales of inventory.

Other revenue aOTHERINCOME

b
c

d
e

12 Subtotal

Add columns

151,403

(b), (d), and (e).

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

(See worksheet 1n line 13 1nstruct1ons on page 28 to verify

Part XVI-B

..

Line No.

Relationshi

of Activities

calculations)

to the Aecom

Explain below how each act1v1ty for which income

the accomplishment
of the organ1zat1on's exempt
page 28 of the 1nstruct1ons)

lishment

of Exem

t Pur oses

1s reported 1n column (e) of Part XVI-A contributed

importantly
to
purposes (other than by prov1d1ng funds for such purposes)
(See

Form 990-PF

(2011)

Form 9 9 O- P F ( 2 O 11 )

l:ifll:tf,il
1

13

Page

Information
Regarding Transfers To and Transactions
Noncharitable
Exempt Organizations

and Relationships

With

Did the organ1zat1ondirectly or indirectly engage in any of the following with any other organization described in section

Yes

No

SOl(c) of the Code (other than section 501(c)(3) organ1zat1ons)or in section 527, relating to political organ1zat1ons7

a Transfers

from the reporting

foundation

to a noncharitable

exempt

organ1zat1on of

(1)

Cash.

1a(1)

No

(2)

Other assets.

1a(2)

No

1b(1)

No

1b(2)

No

1b(3)

No

1b(4)

No

lb(S)

No

1b(6)

No

le

No

b Other transactions
(1)

Sales of assets

(2)

Purchases

(3)

Rental of fac1l1t1es, equipment,

(4)

Reimbursement

(5)

Loans or loan guarantees.

(6) Performance
c Sharing

to a noncharitable

of assets

exempt

from a noncharitable

organ1zat1on.
exempt

organ1zat1on.

or other assets.

arrangements.

of services

or membership

of fac1l1t1es, equipment,

or fundra1s1ng sol1c1tat1ons.

ma1l1ng lists,

other assets,

or paid employees.

d If the answer to any of the above 1s "Yes," complete

the following schedule

Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation
If the foundation received less than fair market value
show 1n column (d) the value of the goods, other assets, or services received
1n any transaction
or sharing arrangement,

(a) Line No

(b) Amount involved

2a Is the foundation
described

b If"Yes,"

directly

1n section

(c) Name of nonchantable exempt organ1zat1on

or 1nd1rectly aff1l1ated with, or related

5 O 1 (c) of the Code (other than section

complete the following schedule

(a) Name of organ1zat1on

(d) Description of transfers, transactions, and sharing arrangements

to, one or more tax-exempt

5 O 1 (c )(3 )) or 1n section

organ1zat1ons

.I

5 2 7 7.

(b) Type of organ1zat1on

Yes

(c) Description of relat1onsh1p

schedules and statements,

and to
Under penalties of perJury, I declare that I have examined this return, 1nclud1ng accompanying
the best of my knowledge and belief, 1t 1s true, correct, and complete
Declaration
of preparer (other than taxpayer or f1duc1ary) 1s
based on all 1nformat1on ofwh1ch preparer has any knowledge

i 2012-11-15

******
Signature

of officer or trustee

Date
Date

~
-:l)

:::c
c
::r.:,

v.i

******
Title

ii)

'":..-

>,

-fC
.::.:,i::o
i::f:::.
t ,t,
o.:i

Preparer's
Signature
Firm's

name

ELIZABETH

May the IRS discuss

this return with the preparer

Firm's

BKD LLP
1551

,j)

Firm's address

~r

S HOGAN

PTIN
Check 1f selfemployed

N WATERFRONT

WICHITA,

EIN

PKWY STE 300

KS 672066601

shown above7 See 1nstruct1ons

Phone no

(316)

265-2811

.,..p-Yes I

No

Form 990-PF

(2011)

Additional

Data

Software
Software

ID:

Version:
EIN:
Name:

Form

990PF - Special

Condition

48-0935563
CLAUDE R LAMBE CHARITABLE FOUNDATION

Description:
Special

Condition

Description

Form 990PF Part VIII

compensation

Line 1 - List all officers,

(a) Name and address

RICHARD H FINK

RD SUITE
1515 N COURTHOUSE
200
ARLINGTON,VA
22201
LOGAN MOORE

RD SUITE
1515 N COURTHOUSE
200
ARLINGTON,VA
22201
VONDA HOLLIMAN

PO BOX 2256
WICHITA,
KS 67201
CHARLES G KOCH

PO BOX 2256
WICHITA,
KS 67201
ELIZABETH B KOCH

PO BOX 2256
WICHITA,
KS 67201
ELIZABETH R KOCH

PO BOX 2256
WICHITA,
KS 67201
CHARLES C KOCH

PO BOX 2256
WICHITA,
KS 67201

directors,

(b) Title, and average

hours per week
devoted to pos1t1on

trustees,

foundation

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

managers

and their

(d) Contributions
to
employee benefit
plans
and deferred
compensation

(e) Expense account,

other allowances

DIRECTOR
0 25

DIRECTOR
0 25

DIRECTOR
0 25

DIRECTOR
0 25

PRESIDENT

/DIRECTOR

1 0

SECRETARY

1 0

TREASURER

1 0

Form 990PF

Part XV Line 3 - Grants

Rec1p1ent

Name and address

(home or business)

and Contributions

If rec1p1ent 1s an 1nd1v1dual,
show any relat1onsh1p to
any foundation manager
or substantial
contributor

Paid During the Year or Approved

Foundation
status of
rec1p1ent

Purpose of grant or
contribution

for Future

Payment
A mount

a Paid dunng the year

Allen-Lambe
House Foundat1on255
North Roosevelt
W1ch1ta, KS 67208

Private

General

O perat1ng Support

116,480

American Leg1s lat1ve E xc ha nge

Councill 101 Vermont Ave NW FI 11
Washington, DC 20005

P ubl1c

General

O perat1ng Support

150,000

Ayn Rand Inst1tute2121

Parkway Suite 250
I rv1ne, CA 92606

P ubl1c

General

O perat1ng Support

50,000

Center For Independent

Thought1420
Walnut St Suite 1011
P h1ladelph1a, PA 19102

P ubl1c

General

O perat1ng Support

40,000

Compet1t1ve Enterprise Inst1tute1899

L Street NW Floor 12
Washington, DC 20005

P ubl1c

General

O perat1ng Support

9,200

Council for National Pol1cy1411

Street NW Ste 601
Washington, DC 20005

P ubl1c

General

O perat1ng Support

2 5,000

P ubl1c

General

O perat1ng Support

Free Congress Foundat1on1423

Powhatan St 2
Alexandria,VA
22314

P ubl1c

General

O perat1ng Support

George C Marshall Inst1tutel60l

North Kent St Suite 802
Arl1ngton,VA
22209

P ubl1c

Educational

Hudson Inst1tute1015
15th Street
NW 6th Floor
Washington, DC 20005

P ubl1c

General

Josiah Bartlett Center for Public

Policy? South State Street PO Box
897
Concord, NH 03302

P ubl1c

Educational

Manhattan Institute
for Policy
Research Inc52 Vanderbilt
Ave 3rd
Floor
New York, NY 10017

P ubl1c

General

Pac1f1c Research Inst1tuteO ne

Embarcadero
Center Suite 350
San Francisco, CA 94111

P ubl1c

Educational

Support

Reason Foundat1on3415
Sepulveda Suite 400
Los Angeles, CA 90034

South

P ubl1c

Educational

Support

Reason Foundat1on3415
Sepulveda Suite 400
Los Angeles, CA 90034

South

P ubl1c

General

O perat1ng Support

50,000

P ubl1c

General

O perat1ng Support

10,000

Federalist Soc1ety1015
Stu1te425
Washington, DC 20036

State Policy
Ste250
Arl1ngton,VA

Total.

Network2020

Alton

18th St NW

N 14th St

Support

260,000

2 5,000

40,000

O perat1ng Support

2 5,000

Support

3,500

O perat1ng Support

200,000

100,000

7 5,000

22201

.....3a

1,179,180

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TY 2011 Accounting

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DLN:934913200200621

Data -

Fees Schedule
Name:

CLAUDE R LAMBE CHARITABLE FOUNDATION

EIN: 48-0935563
Category

ACCOUNTING

FEES

INVESTMENT
ACCTG
SERVICE FEES

Amount

Net Investment
Income
24,338
319

Adjusted Net
Income
0
319

Disbursements
Charitable
Purposes

for

22,706

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TY 2011 Depreciation

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Schedule
Name:

CLAUDE R LAMBE CHARITABLE FOUNDATION

EIN: 48-0935563
Description
Property

of

Date
Acquired

Cost or Other
Basis

Prior Years'
Depreciation

Computation
Method

Rate/
Life(# of
years)

Current

Year's Depreciation
Expense

Net Investment
Income

Adjusted
Net
Income

Cost of Goods Sold Not

Included

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Statement

CLAUDE R LAMBE CHARITABLE FOUNDATION

EIN: 48-0935563
Grantee's

Name

ALLEN-LAMBE
HOUSE
FOUNDATION

Grantee's
Address

Grant Date

255 N
ROOSEVELT
WICHITA, KS
67208

2011-03-02

Grant
Amount

116,480

Grant Purpose

GENERAL PROGRAM SUPPORT FOR

EDUCATIONAL FOUNDATION
OPERATING A MUSEUM AND STUDY
CENTER

Amount
Expended By
Grantee
116,480

Any
Diversion
By
Grantee?
NO

Dates of Reports
By Grantee

FULL & COMPLETE

REPORT SUBMITTED
MARCH 9, 2012

Date of
Verification

Results

of Verification

THE GRANTOR HAS NO REASON TO DOUBT THE

ACCURACY OR RELJABILITY OF THE REPORT FROM
THE GRANTEE, THEREFORE, NO INDEPENDENT
VERIFICATION OF THE REPORT WERE MADE

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Data -

- Other Schedule
Name:

CLAUDE R LAMBE CHARITABLE FOUNDATION

EIN: 48-0935563
Category/
ZAZOVE BOND FUND

Item

Listed at Cost or
FMV

Book Value

2,984,999

End of Year Fair

Market Value

3,126,054

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Data -

TY 2011 Land, Etc. Schedule

Name:

CLAUDE R LAMBE CHARITABLE FOUNDATION

EIN: 48-0935563
Category
Item

Cost/ Other
Basis

Accumulated
Depreciation

Book
Value

End of Year Fair Market

Value

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TY 2011 Other Expenses Schedule

Name:

CLAUDE R LAMBE CHARITABLE FOUNDATION

EIN: 48-0935563
Description

Revenue and Expenses

per Books

Net Investment
Income

Adjusted

Net Income

Disbursements for
Charitable Purposes

INSURANCE

983

983

SUPPLIES

477

477

BANK FEES

80

80

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TY 2011 Other Professional

I As

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DLN:934913200200621

Data -

Fees Schedule

Name:

CLAUDE R LAMBE CHARITABLE FOUNDATION

EIN: 48-0935563
Category

INVESTMENT
FEES

MANAGEMENT

Amount

Net Investment
Income
38,818

38,818

Adjusted Net
Income

Disbursements
Charitable
Purposes

for

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Data -

TY 2011 Taxes Schedule

Name:

CLAUDE R LAMBE CHARITABLE FOUNDATION

EIN: 48-0935563
Category

FEDERAL

EXCISE

TAX

Amount

2,203

Net Investment
Income

Adjusted Net
Income

Disbursements
Charitable
Purposes

for