Claude R. Lambe Charitable Foundation 2003

7/23/2019 Claude R. Lambe Charitable Foundation 2003

1/17

990PFR

tu rn

of

P r

vate F oun d

a

t i

o

n

OMB No 1545-0052

F

or

m

`

or Section 4947 a) 1) Nonexempt Charitable Trust

200

3

ep a

rtm en

t

of t

h e T r

ea

sury Treated as a Private Foundation

n

t

e rn a

l

Rev

en ue Se

rv

ceNoeThe o

a

n izah on ma y be able to use a copy of thi s re

tu

rn

t

o

s tis y

state repor t ing requirement

s

Fo r calend ar year 2003 , or tax year beginning

, and

e n d in

g

G C

heck al l th at a pply: Intia

e

turn F inal ret ur n A m e

n ded re

t ur n Ad dr e

ss c

h a

n ge N am e change

N

a m e o f org

a

n

i za ti

on Empoyer denfcaonnumbe

u s e t h e i R

S

label

.

R

LAMBE C

HARI

TABL

E

FOUNDATION 8-0935563

.

Otherwise

N um b

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r

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(

or P

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b

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Room /

sui te B Telepho ne num ber see page 10 o f the i ns t r

.

)

prin t o

r t

y

pe

.

P

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OX2256 316 828555

See Specific C

i

ty

or town,

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,

andZPCodeCfex e m p

t

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n

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ti

on is pe

n

d i

n g , c h

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r

e

Ins truc t ions .

WIC

HI

T

AKAN

AS67201-2256

D 1

. Foreign organ izat ions, check here

H Check

t

y pe o

f

organi

z

at ion

X S

ec

t

io n 50

(c)(3) exempt riva

t

e fo un da

tion

2 Fore i g n o

r

g an i z a t i o n s m e e t i

n g t h e 8 5 t e s t

c h e c k h e r e

S ection

4947(a)(1) n onexem

pt

chari

t

a b

letrust Ohera

xa b le pr ivate fo

undation EI

f p

r ivat

e fou n dat ion s t

at us w

as ter

m inate

d

I F a i r mark e t valu e o f al l assets a

t e

ndJ cou n t ing metho d: Cash

A

ccrual

u

n d er se ct i on 507 ( b )( )( A) , check here . . .

of y

ea

r (from Pa

r t 1 1 ,

co (c),

O t

h

er (sp

ecify) F

I

f t h

e

f o

u

n

da t

i on is i n a 60- m on t

h

t

e

rmin

a

tio n

lin e 16 ) 1 1 0 -

23 6 0 4

654

(Part 1 , column (d) mus t be on cash

basis)

un d er se ctio n

50

7

(b)(

1

)( B

), ch e ck here

Analysis of Revenue and Expenses (

a

Revenueand

) Disbursements

h e t o t a l

of a

m

o un

ts

in c o

lumn

s

( b ), (

c ), a n d

(

d

) m y not necess arily

expenses pe

r

b) N et

in v

e s

t

m e nt c) Adusted n e

t

for c

h

ar i t

a b

l e

u l

th e

am o

un

ts in c o lu

m

n ( a

) ( see page

0

of the instructions))

bo o k

snco

e

inco mepuos e s

(cash basis

on ly )

4 1 %

~

C

o n

tri

b u

t

i o ns ,

gifts, grants,

e

tc

., rece

ived

91

Check

1 1 ,

the

f o u n d a t i o n

i s no t

r e q u i r e d t o a t t a c h s

e

n a

2 D

stri

b u

t

i o ns

f ro

m

split-in ter

e

s

t t

ru s t s

" ift

3

Interest on savings and tempora r y cash investments 263

47

9

263

479

4

Dividends and interest from securities 1,

1 1

91

19

0

5 aGossens00A

,,ar

M 7

fir'

ii j/, i~~j,

b

(

N et rental income or (loss)

0

~ ~~~ ,~~~~'~

c

Ne t g a in or (l

oss

f

ro

m sale

o

f a

ss

et s

not on lin e 10

>b

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0~ ~

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r

r

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' ,,

Capi

t

al g

a in ne t i nco m e

( from Par t IV, l ine 2

)

8 Ne short termcapta gan7

O0 r~~~F~~

', r' ;

9 Inco m e m

od ifc

a t ions

0

10a Gross

s a l s a l e s s r e t u r n s a n d a l lo w a n c e s 0

b

L

es s :

C o

st

o

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od s

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ld

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ros

s p

rofi

t or (loss) (attach schedul

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)

//~~yr,,.,,,,-,

;~~~/~

O ,

11

Oher ncome attachschedue) 0

0

12 Total

.

Add

lines 1 t h ro u g h 1

2645

9

84

5

9

8~

T

' ~ f '% ~ ' ~ > ~ ' ' '

13

satrnn

-~Sa~

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ir

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t

rs

,{tr stees, etc

14F

the p~ e'JOndw a s

15

npans 000

1 6

ees (attach schedule) r>,

.. .

. .

. .

.

2555800

,9

18

u30

17

18

19 Depreci

a

ti on a n

d d ep

l e t i

o n

$

20 Occ u p

ancy

21 Ta v e

l, conf

e

ren c

es , a n d m e e

t ings

22 P in

t

i n g an d

p u

b

lic a ti on s

23 Othe r e

x

p en ses (a

t t

ac h

sc

h ed u l e

)

a

24 Total operating and administrative

CexpensesA d

d lin

e

s 13 th rough

23

25 C

on

tr

i bu

ti o

n

s,

g

i

f t

s,

g ran

t

s p

a i

d

26 Total expenses & disbursements

.

A d d

l ines

24 and 25

27 Subt

r

a

ct lin e 26 f

r

o m lin e

1 2 :

a

Excess o f

revenue over exp enses and disbursements

b Net investment income (i

f nega

tive,

en

te

r -0-)

C AD J

US TED N ET IN C OM E

( i

f negat

iv e , e

nte

r

-0

-

r Paperwork Reduction Act Notice

,

see the instructions

.

0

,56

4

2,630

0

0

3

,

454

1,063

16 877

4

05,019

2,065,3

45

2,470,36

4

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07

;

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.380

. 4

F o r m 990 -P F ( 2 0

0


2/17

Fo rm 990

- P

F (2003)

CLAUDE R

.

LAMBE CHARITABLE FOUNDATION

Balance Sheets A

tt ached schedules and am ount s in t he descript ion B e g i n n i n g

of yea

r

c o l u m n s h o u l d b e f or end-of -year

amounts only (a)

Book Valu e

I

Cashnonnerest bearng0

2 Savings and tempora rycashinvesmens2569 . 39

2

3 Accounts receivable 29

a l lowanc e for doubt ful accounts

0 -

Pledges receivable 0

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

'

Less: allowance for doubtful accounts

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

0

5 Grants receivable

6

Rece ivables due f rom o f ficers, d i rec tors, t rustees, and

other disqualified persons attach schedule) see page

15 o f the ins t ruc t ions

7 Other notes and loans receivable 0

dLess

al lowanc e for do ubtful accounts 111o - - - - - - - - - - - - 0

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

8

Inventor ies for sa le o r us

e

9 Prepaid expenses and deferred charge s

10a Investments-U

.S

. and state government obligations

b Investments-corporate stock attach schedule

c Investments-corporate bonds attach schedule

)

11 Investme n t s - -

lan

d , buildings, an d equipment basis

0

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

Less

: accumula ted de prec ia t ion 0

12 Investments-mortgage loan

s

1

3 Investments-other attach schedule)

14 Land, bu i ld ings, and equ ipment : basis 0

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

Less : accumula ted de prec ia t ion 0

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

15 Other assets describe

___-a-11- ________ _________0_)

1

6 T

tal ass

e

ts to be completed by filers-se e

page

16 o f the ins t ruc t ions

. Also, see p a ge 1 , i te m

17 Accounts payable and accrued expense

s

18 Grants payabl

e

U

19

Deferred revenu e

p2 Loans from oKcers, directors, trustees, an

d other disqualified persons

21 Mortgages and other notes payable attach schedule

2 2 Other liabilities describe

23 Total liabilities

(add

l ines

7

through 22

)

O r g a n i z a t i o n s t h a t f o l lo w S F A S 1 1 7

, check here Q

a n d c o m p le t e l in e s 2 4 t h r o u g h 2 6 a n d l i n e s 3 0 a n d 3 1 .

24

Unrestr ic te

d

25 T

e

m porar i ly res t r ic ted

m

26 Permanen t ly res t r ic te d

rg niz tions that do not follow SFAS 7

i check here and complete lines 27 through 3

o 27

Capi ta l s tock, t

rust pr inc ipa

l

, or current fund

s

J S 28 Pa

d

-i

n o

r c

a

pi ta l sur

p

l u s

, or la n d b

ld

g

.

a

n d e

q

ui

p

m

e

nt f und

y29Re

in ed ea

rn

i

n g s c

c u m u l t e d

i

n c o m e e n dowm en t or ot h e r f

un

d s

3 Total net assets or fund balances see

Zpage

7 o f the instruct ions

31 Total liabilities and net assets

/fund balances

( s e e pag e 17 o f t he i ns t ruc t ions

A n a l ys i s o f Ch a n g e s i n N e t As s e t s o r F u n d B a l a n c e s

4

8 0935563Page

En d o f y e a

r

Book Value c) Fair Market Valu

8

34

4

-

.

25

.7 2

4

69 6

- .

. ~ _

. . . _ . ; .. a . . .~ .

43

78 4

0

6 3

6 4

6 54

283

6 7

6

3

7

724

. 8 06

1 Tota l ne t asse t s o r fund balances at beginn ing o f

year-Part II, column a), line 30 must agree with

en d-of -year figure repo rted o n p r ior year s re turn

2 E

n te r amoun t

fro m P ar t I , line

2

7 a

3 Oth er i n c reases n o t inc l u d e d i n l ine 2 ( it emize)

A

d d l i n e s a n d

3

5 D

ecreases no t i n c lu d e d i n l i

n e

2

(ite m ize)

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

6

To ta l ne t asse t s o r

f

u n d balances at end of vear line

4

minus line 5)- P ar t I, colum n

(b), line 30

2 3 5 7 2

84

2

ry

,

Y

~

31

78

23

6 0 4

65

7

97

2 3 49

9 7

Form

99

-

PF

(200


3/17

Pa

g

e

d ) D

ate so l d

m o ., da y, yr.

Form

990-PF 2003)

CLAUDE R

. LAMBE CHARITABLE FO UNDATION

Capital

Gains and Losses for Tax on Investment Incom

e

(a) List and describe the kind(s) of property sold (e .g

., real estate, b) How acquired

P-Purchase

2-story br ick warehouse ; or comm on stock, 200 shs . MLC Co .)

D-Donation

1

a

e

e ) G

ross sa

l

es p

rice

f) Dep

recia

tion allow

e d

g ) Cost or other basis

plus expense of sale

48

-

93556

3

c ) D ate a

c

q uire d

m o. , da y , y r

(h) Gain or (loss)

;1 plus

f ) m inus ( c

a

b

c

d

for assets

i ) F M V as of 12

/31 /

69

in column (h) and owned

Q) Adjusted basis

as of 12/31/69

t

he

f ou n

d a

t ion on 12

/3

/6 9

k) Ex cess of

col

. (i)

ov e

r col (U, i

f a n

y

a

b

c

d

a

I) Gains Col. (h) gain minus

col. (k), but not less than -0-) o r

Losses (from col .(h)

0

0

0

2 Capita l gain net incom e or (net capita l l

oss)

. { If gain, also enter in Part I, l

ine 7

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

N

e

t short-t

e

r m cap

i

t

al gain o r (loss) as

de

fi n ed

in s

e

ct

i o ns 1

222

(5 ) a nd (6) :

If g a i n , also en ter i n Pa rt I, li ne 8 colu mn c) (see pages 13 a n d 17

o

f the ins t

r

u ctions)

If loss), nter -0 - in

Pa

rt I, li

n8~3

. .

Qualification Under Section

4940 e)

for Reduced Tax on Net Investment Income

( F or optional

u se

b

y dom estic priv

a

te f

oun

d

atio n

s subjec

t

to t

h

e sectio

n 4 9 4

0(a)

tax on net invest

ment i

n

come

.)

I

f sectio n 4 9 4 0(d)(2) applies, leave this part blank

Was the org anizatio n lia b le f

o

r

the sec

t

ion

4942

t

ax on the d istributable amount of any year in the base period? Y

e s

N o

If Yes, the organiza

t

ion does not qualify under section

4

9

4

0(e) . Do not com plete this pa

rt

.

I

E

nter the appropriate a m ount in each colum n for eac h yea r ; see page 7 o f the i n structions before making a n y entries

Ba

s

e p

e riod

years

C

al endar

y

ea

r ~ b st

ri bu

tio

n r a

ti o

(or

tax year beginning

i

n

A

dj

u s ted q

u

a li fyin g d istri bu t ions Ne t valu

e o f nonc

h

ari

ta

bl

e - use assets

cot b) d

ivid

ed by co

l . (c))

2002

2,601,735

269532530096

2001179733

30 , 4

112860

05

2000182660835234631005

199917238033338,7

4

3 050

9982233

19632

5303330

06

2Toa o ne1 coum d 2

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

the number of years the foundation has been in existence if less than 5 years 3

4 Enter the net value of noncharitable-use assets for 2003 from Part X, line 5 4

5 Multiply line 4 by line 3

5

6 Ente

r 1% of net investm

en t

inco m e (1% o f P a r t I, line 27b) 6

7 A

dd lines 5 an

d 6

7

0 .3 26

0

.065

2 4

,4

9

4

,7

1,60

,9

2,63

,60 4 ,58

8 Enter qualifying distributions fro

m P

ar t X I l ine 4

8

2,380,48

If lin

e 8

is eq

u al

t

o or gre a

ter th

a

n l

ine 7, c

h eck the box in P

art V

, line

b, and com plete that part using a 1 % tax rate

. S e

e

the P a rt

V

instructio n s o n page 17

F o r m

990

-P F

(200


4/17

o rm

990-RF

2003) CLAUDER

LAMBE CHARITABLE FOUNDATION 48-0935563Page

b

c

d

3

5

7

8

9

13

0

1 317

b-I

11

1 6, 7

Statements

Regarding

Activitie

s

1 a During the tax year, did the organization a

tt

empt to influence any national, state, or local legislation or did Yes No

it pa rt icipate or inte rv ene in any political campaign? la X

b Did it spend more than $100 during the

year

(either directly or indirectly) for political purpo ses (see pag e

18o theinsrucionsfor defintion?1bX

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

s

published

or distri

buted by the organization in connection with the activities

'~% z ~y~f :

c Did the organization file Form1120-POLfor thsyear?1cX

d Enter the amount (if any) of tax on political expenditures (section 4955) imp osed during the year :

(1) On the organization

s

0 (2) On organization managers

Do-

~~~, ~,~

e Enter the reimbursement (if any) p aid by the organization during the year for po litical expend iture tax imposed y4 T,'~ ~~~

on organization managers

. go

~,fy

0

2 Has the o rganization engaged in any activit ies that have not p reviously been repo rt

edtotheRS?2X

If Yes, attach a detailed description of the activities

.

3 Has the organization made any changes, not previously repo

rt ed to the IRS, in its governing instrument, article

s

of incorporation, or bylaws , or other similar instruments? f

Yes, attach

a

conformed copy of thechanges3X

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

b If Yes, has it filed a tax return on Form 990-T for this

year?

4bN

5 W as there a liquidation, termination, dissolution, or substantial contraction during the

year?

5X

If

Yes, attach

the statement required by General Instruction T

e

;F

V

~y

;

6 Are the requirements of section 508(e) (relating to sections 4941 through 4 945) satisfied either

:

g

, ~

By language in the governing instrument o

r

By state legislation that effectively amends the governing instrument so that no mandato

ry

direction s

that conflict wththe state lawremaininthe governnginstrument?6 X

7 D id the organization have at least $5,000 in assets at any time during the year?

f

Yes, complete

Pa

11 col (c), and

Pa rt X 7

8 a Enter the states to which the foundation reports or with which it is

regis tered (see page

19 of the

yfW0AA

_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

nstruct ions)

Kansas

a n d _ District of C olumbi a

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

tt

orney

, ~ ~ ~

: ~ ' ~ f `

; ~ ' y ' ~

General (or designate) of each state as required by General Instruction G? If No, a

ttachexplanation8b

X

9 Is the

organization claiming

status as a private operat ing

foundation within the

meaning

of section

49420 ) (3 ) ~~~ }

&

r

or 4942(j)(5) for calendar year 2003 or the taxable year beginning in 2003 (see instructions for Pa

rt

XIV on -~ ~~

. , , ~ y ~

page 25)? f Yes, complete P art

XV

10 Did any persons become substantial

contr ibutors during

the tax yea

r

f

Y es

. attach a schedule listing

their names and addresses

10

X

11 Did the organization comply with the public inspection requirements for its annual returns and exemption application? 11 X

Web site address

None

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

12 The books are in care of Vonda Holliman ____________________________________Telephone no .

_(316) 828-555

2

Located at

4 1 1 1 E

37thStreet North Wchta KSZIP+4

67

---------------------------------------------------------------- ----------------------------3 Section 4947(a)(1) nonexempt charitable trusts fi l ing Form 990-PF in l ieu of Form 1041-Check here

and enter the amount of tax-exemp t interest received or accrued during the year 13~ N

Form 990-PF (200

Excise Tax Based on Investment Income (Section 4940(a) ,

4940(b)

4940(e)

or 4948-see page 17 of the Instructions

Exempt operat ing foundat ions described in sect ion 4940(d)(2) , check here

sand enter N/A on line 1

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

Domestic or anizations that meet the section 4940(e) requirements in Part V, chec k

here

and enter 1 of Part I, line 27b

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

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

:

2003 estimated tax payments and 2002 overpayment credited to 2003 6a 34,414

Exempt foregn organzations tax wthhed at source 6b C

Tax paid with application for extension of time to file (Form 8868) 6c C

Backup wthhodng erroneouslywthhed 6d C

Total c red i ts and payments

. Ad d l ines 6a through 6 d

Enter any penalty for underpayment of estimated tax

. Check here Mif Form 2220 is attached

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

Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpai

d

En te r the amoun t o f l ine 10 to be: Credited to 2004 estimated tax 15,0001 Refunded


5/17

F orm 990-PF 2003) CL

A

U

DE R

. L

AMBE

CHARI TAB L

E

FO U

N DA T ION

0935563Page

Statements Re

arding Activities for Which Form 4720 May Be Require d

File Fo

rm 4720

If an y Item is checked

In

th e

Ye s

column

unless an except i

on app l

ies .

I a During the year did the organ ization (either directly or indirectly) :

(

) Engage in the sale or exchange, or leasing of property with a disqualified person? 1

:1

Yes Q X No

(

2 ) Borrow mon ey from, lend m oney to, or otherwise extend credit to (or accept it from

)

adsquaedpeson?~

es

Q X No

(

) Furnish goods, services, or facilities to (or accept them from) a disqualified person? Q

Ye s F-J N o

(4) P ay compensation to, or pay or

r

eimburse the expenses o

f

, a disqualified person? LJ Yes QX

(5) Tr

ansfer any inco

m

e or assets to a disqualified perso

n

(or make any of eit

h

e

availabl

e

for the

b

enefit or use of a disq

u alified person)?

~ Yes

(6) A gree t

o pay money o r

property to a governmen t

officia

l ? ( Except

i

on

. Chec k

N

o

if the organ

i za t ion agreed to m ake a grant to o

to employ the official

fo

a perio

d

after t

e

r mination

of government service, i

f te rmi nating wit h in 90 days

.)

~ Yes

b I f a ny a n

s

we r is Y es t

o 1 a

l l )-(6), d i d any of the ac t

s fail to qua li

fy u n de r the e

xce

pt ions d e scri bed i n R eg u lations

s e ct ion

53 4 941 (d)-3 o

r i

n a

c

u

r

rent

notic

e

r

egard i

ng d

i

saster

assista nc e

(se

e p

ag e

9 of the in

s t r

u

ct io

n

s)?

Organizations relying on a cu r

rent notice regarding disaster assistance chec

k

here

c Did th e o

ganiza t i on en gage in a prior ye a

in any of the acts desc r ibed in a, other than excepted acts,

th

at were not corrected before

t

he first day of the tax year beginning in 2003 ?

2

Taxes o

n

failure to distribute

in

co m

e (section

4

942) (does

n

ot apply for years

t

he organization was a p r ivate

operating f

ounda t io

n

defined in section

4

9

4

20)(3) or

4

9

4

2(j)(5))

:

N /A

a A

t the en

d

of

t

ax year 2003,

d

i

d

the organization have any undistributed inco

m

e (

l

ines 6

d

a

nd

6e,

P

a r t

X II )

f

o

r tax year s) begnnngbeore2003?EYes

If

Yes, l

ist

th

e years

b Are there any yea

r

s listed in 2a

fo r w

h ich the organization is

no t

applying the p

rovisions of sec

t ion 4

9

42(a)(2)

(relating to i

n

cor

ec t valuatio

n

o

f

asse

t

s) to the year's und istribute d income? (If applying sectio n 4942(a)(2

)

to

all years listed, answer

N

o and attac

h statement-see page 19 of the instructions

)

c If

th

e provisions of section

4 9 4 2(a)(2) are bei n

g applied to

any of t he years listed in 2a, list

the years here

N

/

A

3 a D

id

th

e organiza

tio

n h

ol

d mo

r

e than a 2

% direct or indirect

i

n

t

erest in any

b

usiness

enterprise at any timedungheyea?E

es

E

b If Yes, did it have excess b u siness holdings in 2003 as a result of

1)

any purchase by the organizatio n

or disqualified persons

after M ay 26,

969

;

2)

the

l

apse of

th

e 5-year per

i

o

d

(or longer period approve

d

by the Commissioner und

e r section 4 9

4

3(c)(7)) to dispose o

f

holdings a cqu

i

r

e d by gift o

r

bequ

est

; or

(3

th

e lapse of the 10-, 5-, or 20-yea

r fi r

s

t phase

holding per i

od?

Use Schedule C, Form

4 720,

to determin

e

if the organization had excess business holdings in 2003 )

4 a Dd th e orga n

i

za tion

i

n vest during the year any

am o

un t

in a

m an ne r tha t w ou

l

d je o par d

i

ze

i

t

s c

harita bl

e p u

rposes?

b D d the organ i za

t

ion ma

k

e any inve s tm en t i

n a

prior ye

ar (b ut afte r Dece

mb e r 3 1 1 96 9

)

th

a

t c o

ul

d j e

o

pard i ze its

cha

ri tab l

e

p u r

po

s

e that had n ot been remo

v

ed f

ro m

j

e

op a

r

d

y

be

fo

re th

e f

rs

t da y o

f

the tax y

ea r beginning i

n 2

00 3?

5 a During t

h

e year

d

id t he organiza ti on pay or inc

u

r any amoun t

to :

1)

Carry on propaga

n

da, or other

w

ise attempt t

o influenc

e

legislation (sectio

n 4 9 4 5(e))?

E

Yes

M

2)

Infl u ence the o utcom

e o

f any specific pu bl i c election (see section 4 955) ; or to carry

Ye s

I

N o

y

r

No

,~

1 2

N o

No

b

c X

o

2b /

A

No

~

' ' ~

1

3bNA

a

bX

2 0

on, directly or i n d i r

ec

t l y, any voter registration

dve?

:1

YesNo

(3) P rovide a grant to an individ ual for travel, study, or ot

her smlar purposes?1

:1

Yes

E

o

b

a

(4) Provide a grant to an organization other than a charitable, etc ., organization describe d

in section 509 a) 1), 2), or 3), or section 4940 d) 2)? QX Yes

(5) Provide for any purpose other than religious, charitable, scientific, l iterary, o

r

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

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

Regulations section 5 3

.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

If the answer is Yes to question 5a(4), does the organization claim exemption from th

e

tax because it maintained expenditure responsibility for the grant? ~X Yes

If Yes, attach

the statement required by Regulations

section 53 .4945-5(d)

Did the organization, during the year, receive any fund s, directly or indirectly, to pa y

premums onapersona beneit conract?~Yes X

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract ?

f you answered Yes to 6b . also fi le Form 8870

o

o

b

o

o

b

F o r m

990

- P F

(200


6/17

Form 990-PF 2003) CLAUDE R. LAMBE CHARITABLE FOUNDATION 48-0935563 Page 6

p m

nformation About Officers, Directors, Trustees, Foundation Managers, Highly Pai

d

Employees, and Contractor

s

1 List all officers, directors, trustees, foundation managers and their compensation (see

page

20 of the instructions

(b) Title, and average (c) Compensation (d) Contributions t o

a) Name and address hours per week If not pad, enter employee benefit plans e) Expense account,

devoted to position -0

. and deferred compensation other allowance

s

SEE TT HED STTE NT 5

2 Compensation of five highest

paid employees other than those included on line 1-see page 20 of the instruct

i

ons)

If none , enter NONE .

(b) T

it

le a

n d a

v

e

r

age d Co

r

ibut

ions t

o

a) N

me a

n

d address of e

ch emp

o y

ee p

i

d m ore th

a n 50 0 hours per week c) C

o

mpensat ion

emplo

y

ee benef

t e) Expe

se acco u

nt

p

lan s nd deferred other a ll ow nces

evo te

to position

rm mnwnsafin

E

NO

number o f other employees paid over 50,000

3 Five highest

paid Independent contractors for professional se

rv

ices- see page 20 of the instructions)

.

If none enter

NONE

.

(a)

Na m

e a

n

d ad

dr

ess of

ea

ch

person paid

m

o re th

a n 5 0,0 00 (b) Type of s e

rv i

ce c) Compensaon

och Industries, Inc

.

ansas

M

anagement

F ees for

M

anaainq G

r

ants

77

,1 7

number o

f

ot

h

ers rec eiving ove

50,000 for prof

e ss i

onal se

rv ices ~0

Summa

ry

of Direct Charitable Activities

i st the foundat i on s four largest direct charitable act i

vities during

the tax year

Include re

levant statistica

l i

nform ation such as

ber of organizations and other beneficiaries se

rv ed

conferen ce

s convened

research papers produced

et c

.

NON E

3

4

o rm

990

-

PF

(200

Expenses


7/17

Form 990 RF C LA

U

DE R

. L A

M B E CHA

R

I

TA B L E FOU

NDA TIO

N4-093556 3

Summary of ra m Related Investments 1 of the instructions

;

invest

ments m a

de by

t

he f o u

ndation d u

r i ng t h

e tax y

e

ar

on lines 1 and 2

O

Amoun t

A

ll ot

h

er progr

a

m -r

e l a ted investm

ents

Se e

p

a

ge 2

o

f th e in stru

ctions

3

Tota

l . A dd l ines 1 through 3

1

Minimum

investment

Return

All domestic foundations must complete this part

. Foreign foundations,

se e page 21 of the

instructions

Fair market value of assets no t u sed or held for use) directly in carrying out charitab l e, etc .,

purposes

:

a Average m onthly fair market value of securit ies la

b Average of monthly cash balances lb

c Fair market value of all o

th

er assets (see page 22 of the i n struc

t

ions)

I c

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

1d

e R

eductio n claimed for bloc k

age or o th

e facto s repor

ted on l ines 1 a an d

1c (attach detailed explanation) le 0

2 A

cquisition indebtedness applicable to

l

n

e 1 assets

2

3 Su

btract l ine 2 from line 1d

3

Cash deemed held for charitable act ivit ies . Enter 1 z of l ine 3 (for greater amount, see page 2 3

of

th

e instruc

t

ions)

5 Net value of no nch aritable-use assets

S

b tract lin

e 4 from lin

e 3

Ent

e r h e re and on

P art V, line45

6 Minimum investment return

E

nte r

5 of

l

ine 5 6

Distributable Amount see page 23 of the instructions) Section942 j) 3) and j) 5) private operating

foundations and certain foreign organizations check here and do not complete this par

t

I M inimum investment return from Pa rt X

line

6

2 a Tax o n investment income for 2003 f rom Pa

rt

VI , ne5 a

b Inco me tax for 2003 This does not include the tax from Part VI 2b

c A dd l ines 2a and 2 b

3 Distributable am ou nt before adjustm ents

Subtract line 2c from line

4 a Recoveries of amounts treated as qualifying distributions 4a

b Income distributions from section 4947 a) 2) trusts 4b

c A dd l ines 4a and 4 b

5 Add lines 3 and 4c

6 Deduc tion from distributable am ou nt see pag e 23 of the instructions

7

Distributable

amo unt as adjusted

Subtract l ine 6 from line 5

Enter here and on Pa rt XIII,

line 1

2,630

0

2c

c

5

6

7

Quali fying Distributions (see page 23 of th e instructions)

24,867,7

24,867,7

24,867,7

373,0

24,494,7

1,224,7

1,224,7

2,6

1,222,1

22 2

1

.

22 2

1

I

A

mounts paid (including administrat ive expenses) to accom plish c hari

t

able, e

t

c ., purposes :

a

Expenses, co

n tributio n s, gifts, etc

.-total from

P

art I, column (d),

l n e 26 1 a 2,380, 4

b Prog

am-related investm

ents-Total fr

om P ar t X-

Bb

2 Amoun t s paid to acquire assets used (or

h

eld for use) direc

t

ly in carrying ou

t

char itable, etc

,

purposes

2

3 Amounts se t aside for specific c h

ar i

t a b l e projec ts

th

at sa

ti s

fy the :

a Suitability tes t prior IR

S a

p

proval required) 3a

b Cash distribution t

est attach t

h

e

requi red schedule) 3b

4 Qualifying distributions Ad d lin e

s

a t hroug h 3 b En te r here and on Part V, lin e 8 , and Pa

rt

X III, lin

e4438

48

5 Organiza t ions that qua

l

ify u nd

er sec t

io

n 4

940 e) for the reduced rate of tax on net investmen

t

income

E

nter 1 o

f Part I, l ine

2

7b (see page 24 of the i

nstructions) 5 2,6

6 Adjusted qual

i

fy ng d

st r

ibutions

. Subtract l ine 5 from line 4

6 2,377,8

Note : The amount on

line will

be used in Part V, column b), in subsequent years when calculating whether the foundatio

n

qu lifies for the

section 4 9

0(e) reduction of t x in

those years

o r m

990

-

PF

(200


8/17

xp

us

ars prior to

2

00

0 2

Form 990-RF 2003) CLAUDE R . L A

M B

E CHARI T

A

L E FO U

DA T

IO

N4

-0935563Page

Undistributed ncome

(see page 24 of the instructions

)

1 Distributable amount for 2003 from Part XI,

line

7

2 Undistributed income, if any, as of the end of 2002

a Enter amount for 2002 onl

y

b Total for prior years :

3 Excess distributions carryover, if any, to 2003

:

aFom199874233C

bFom1999130351

cFom2000119691

dFom200128757E

eFom2002126339E

f Total of lines 3a through e

4 Qualifying distributions for 2003 from Part

XII, l ine 4

:

2,38048

a Applied to 2002, but not more than line 2a

b Applied to undistributed income of prior years

(Election required-see page 24 of the instructions

c Treated as distributions out of corpus (Election

required-see page 24 of the instructions

)

d Applied to 2003 distributable amoun t

e Remaining amount distributed out of corpu s

5 Excess distributions carryover applied to 2003

(If an amount appears in column (d), th

e

same

amount must be shown in column a)

. )

6 Enter the net total of each column as

indicated below

:

a Corpus . Add l ines 3f, 4c, and 4e . Subtract l ine 5

b Prior years undistributed income . Subtrac

t

l ine 4b from line 2 b

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 assesse

d

d Subtract line 6c from line 6b . Taxable

amount-see page 24 of the instruction

s

e Undistributed income for 2002 . Subtract line

4a from line 2a . Taxable amount-see page

24 of the instruction

s

f Undistributed income for 2003

. Subtract

lines 4d and 5 from line 1

. This amount must

be distributed in 200

4

7 Amounts treated as distributions out of

corpus to satisfy requirements imposed by

section 170 b) 1) E) or 4942 g) 3) see page

25 of the instructions

8 Excess distributions carryover from 1998

not applied on line 5 or line 7 (see page 25

of the instructions

9 Excess distributions carryover to 2004

Subtract lines 7 and 8 from line 6

a

10 Analysis of line 9

:

aExcess from1999130351

b Excess from2000119691

c Excess from2001 287,57E

d Excess from2002 1,26339E

eExcess from20031158 .37

3,701,718

d )

1 5 37 2

0

1 1

3

1,222,10

;

;

r

O M M , 1 1 7 1 K

l lf

A////

222

10

y~,G y ion

.i li

7

959

F o r m

99 0 -PF 200


9/17

orm 990-RF

CLAUDE R

LAMBE CHARITABLE FOUNDATIO

P

riv

ate Ope r

i

n

g Foundat i

on s

see page 25 of the instructions and Part VII

-

A

a If the foundation has received a ruling or determination letter that it is a private operating

foundation, and the ruling is effective for 2003, enter the date of the ruling

Check box to indicate whether the organization is a private operating foundation described in section 942 j) 3) or

2aEner thelesser o theadustedne Tax Year P

or 3 years

income from Part I or the minimum

a )

2 3b2 2

c ) 2001

d ) 2000

investment return from Part X for each

year liste d

b

85

of line 2

a

c Qualifying distributions from Part XII,

l ine 4 for each year l iste d

d Amounts included in line 2c not used directly

N

4942Q) 5

(e) Total

o acveconduc o exem acvesUUuu

e Qualifying distributions made directl

y

for active conduct of exempt activities

Subrac ne2dfromne2c000

3 Complete 3a, b, or c for the

alternative test relied upon :

a Assets alternative test-enter

1Vueo aasses00000

(2) Value of assets qualifyin

g

unde secon4942) 3 B ) 0000

b Endowment alternative test- Enter 2/3

of minimum investment return shown i n

Pat X ne6fo eachyea sed0000

c Support alternative test-enter

(1) Total support other than gross

investment income interest,

dividends, rents, payments

on securities loans (sectio n

512 a) 5), o royates0000

(2) Support from general publi c

and 5 or more exempt

organizations as provided in

secon4942 ) 3 B )0000

(3) Largest amount of suppor

t

romanexem oganzaon0000

4Gossnvesmn ncom0000

Supplementary Information (Complete this part only if the organization had $5,000 or more i

n

assets at any time during

the year-see pace 25 of the instructions

.)

1 Information Regarding Foundation Managers

a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation

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

NONE

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the

ownership of a partnership or other entity) of which the foundation has a 10% or greater interest

NONE

2 Information Re arding Contribution, Grant, Gift, Loan, Scholarship, etc

., Programs

Check here

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 25 of the instructions) to individuals or

organizations unde r other cond itions, complete items 2a, b, c, and d

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

Grant Administrator,

655 15th Street NW , Suite 445, Washington, DC 20005 (202) 393-2354

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

Le tt

er explaining project and amount requested, plus a copy of IRS Determination le t ter showing exemption

c Any submission deadlines

None

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other

factors

: 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

Form 990-PF 200


10/17

Form 990-PF 2003)

CLAUDE R . LAMBE CHARITABLE FOUNDATION 48 0935563

Page

1

Supplementa

ry

Information continued )

3 Grants and Contributions Paid

During the Year or

Approved

for Future

Payment

If recipient is an individual,

oundation

Recpent showany reationshp to status of purpose of grant mount

any foundation manager recipient or contribution

N a m e a n d a d d re s s h om e o r b us in e ss )

or substantial contributor

a aid during the year

SEE ATTACHED STATEMENT 6

ota

b pproved for future paymen

University of Virginia Center for Politics

a

one /

A

I General Operating

2

0 3 5

3 4

30,00

o t a l

3b ~ 3

F o r m 990 - P F 200


11/17

Form

990-RF2 3CLAU

E R . LAMB

E CHAR

I

TA LE FOU N

DA

TI O N

48-0935563

Page

1

Analysis

of

Income-Producing Activitie

s

En te r

g ross a

m o

u

n

t

s unl

e

ss ot

h er

w i

se in d

icate

d

U nre lated b

us iness incom e Ex

clu d

ed

by

s e cti

o

n 51

2

513, or 5

14 e

R

e l

a te

d o r ex

em

a

)

) C

function incom

Bu

siness code

Am o un E

c lusion co d

eo u n t S e e p a g e 2

6 o

P

r og ram se rv ic

e r evenue

t

he ins

t ruct ions

a

b

c

d

e

f

g Fee

s a n d co n t

ra c

ts f rom g o v ernmen t a g

e n

cie s

2 M em be

rshi

p d ues a n d ass es s m e n ts

3 I n t e r e s t o n savings and tempora

ry

cash I

nvesmns 4263

479

4 D ivide n d

s and int

eres

t

from s ecuriti e s 14 1,119

5 Net r

e

nt

al i

n com

e

or loss) from real estate

b

t-financed propert y

b

o

t deb

t-

f

inanced p rop e rty

6 Net rental inc

o

me or ( loss) f rom pe rsonal proper ty

7

Othe r inves tm en t incom e

8 G a

in or loss) from sales

of assets

other than i

n v e n t o

ry

9 N

e

t income

or loss)

f

ro

m

s

p e

ci

al event

s

1 G

r oss p

rofi

t

or ( loss) f ro

m

s

a

les o

f in v

e

n t

or y

1 1 Other revenue

:

a

b

c

d

0

1 2 Subtotal. Addcoumns b, d, and e 026,598

13 To ta l . A

dd l ine 1 2, co

um ns (b) , (d) , a

n

d (e)

1 3

264,5

S ee worksheet in l ine 1 3 instruc

t

ions on page 6

t

o ver i fy calculations )

Relationship

of Activities to the

Accomplishment

of

Exempt Purposes

Ex p

la in belo

w h

o w e

a c

h a

ctivity

fo r w

hic h i n

co m

e is

re

po r t ed in co lumn ( e o

P

art

X

VI-

A

co n

t

ri

bu

t

ed

i

m

por tan t ly t

o

Line N o

t

he accom p lis

h

m e

n

t o

f

th

e o r g a

ni

z

at ion s

ex e m p t

pu r

p

oses ( o

t

he r t

h an by provid ing fu

n d s fo r s

u

c

h p u r

p o s

e

s)

. ( S

e

e

Vaaa

26 o

f

th e in s

t

ruct ions

.)

F o r m 990

-

PF (200


12/17

Form 990-PF (2003)

CLAU D E

R

LA M

E C

HARIT

A

LE F O U D ATION48 0935563Page

Information Regarding Transfers To and Transactions and Relationships With Noncharitabl

e

Did the

organization

directly or indirectly engage in a ny of the following with any other organization desc

r i

bed in section ~ ~

'

Y

501(c) of the Code (other than section

501 (c ) (3) organizations) or in section 52 7, relating to political organizations ?

Transfers from the repo rt ing organization to a noncharitable exempt organization of

(l)

2 Oheasses1

(2 )

Other Transactions

1) Sales of assets toa noncharitabe exempt organzation1b(l)

(2) Purchases of assets from a

noncharitable

exemp organzaon

(2 )

(3) Rental of faci l ities, equipment, or othe r assets

1 b(3)

4 Rembusemn arrangemns1

(4 )

(5) Loans or loan guarantees

1

b(5)

(6) Performance of se rvices or membershpor fundraisingsoicitations 1 b6

Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1

c

I f the answer to any of the above is Yes, comp lete the following schedule

Column (b) should always show the fair market

value of the goods, other asse ts, or se

rv ices given by the repo rt

ing organization

. I f the organization received less than fair

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

ices

received

Line no

(b)

Amou n t in vo ved I c) Name of nonchantable

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

described in section 50 1(c) o f the Code (o ther than section

501

(c)(3)) or in section 527? ~ Yes

E]

N o

b If Yes

. com plete the fol lowing schedule

N

am

e

of

of t ra ns fers

trans ac t i ons

n d

Under penalties o f perjury, I declare that I have examined this return, including accom panying schedules and statements, and to the best of m y knowledge and

belief, it is true, correct, and complete Declaration of preparer (other than taxpayer or fiducia is based on all information of which pre arer has an knowled

qq ~q4~

Rinn

fi irc of n

rnr nr }n ic4uo

reparers

sign tur

e

F i rm 's na

me (o

r

yo u

r

s i

f

self-e

mp lo

ye d

),

addre ss

X

X


13/17

CLAUDE R . LAMBE CHARITABLE FOUNDATIO N

EIN 48

- 0935563

SCHEDULE OF INFORMATION FOR 2 3 FORM 99

- P

F

P AR

T

I

LINE

1 6 A B C PROFESSIONAL

FEES

STATEMENT 11

a

) )

P art 1 Line 16a - Legal Fee

s

Legal s e rv ices for general ma tters

during

the year

25 55

8

P a

rt

Line 16b -

Accounting Fee

s

General accounting preparation of financial statements and preparation of Form 990-PF

. 18 20

P a

rt

I Line 16c

Other

Profess ional Fee

s

Bank and investment management fees

773

Administrative management fees for managing grants and general ma tt ers

307

460

Total Other Professional Fees

. 309 233

0 2 905

0 16 38

1 564 209

0 284 052

564 84

26

I

P ART I

,

LINE 18 -

T XESST TEMENT

Excise Tax on Net Investm ent Income

. . . . .

. .

2

63

I

P ART I

,

LINE 23 -

OTHEREXPENSESSTATEMENT

Insurance

Miscellaneous

Tel epho ne Expenses

M embership Dues

Supplies

Total Other Expenses

187

23

34

3

265

852

16

877

11

18 7

152

56

269

1 6

13

32 8

Attachment Page 1


14/17

CLAUDE R. LAMBE CHARITABLE FOUNDATION

EIN 48-093556 3

ATTACHMENT TO FORM 990-PF TO REPORT

EXPENDITURE RESPONSIBILITY GRANT

For the Year Ended 12/31/03

PART VI I

-

B

, Question on Line 5c

STATEMENT 4

Expenditure Responsibility Statement for the year 200

3

Pursuant to IRC Regulation section 53 .4945-5(d)(2), the CLAUDE R . LAMBE CHAR ITABLE FOUNDA TION

provides the following information

(i) Name Address

of Grantee

Allen-Lambe House Founda tio n

255 N

Roosevelt

Wich

i

ta

KS 672 8

ii) Date and Amount April 7, 2003 90,625

of Grant

(iii) Purpose of Grant

: General program operating support for the Allen-Lambe House Foundation, an educationa

l

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

right; and to maintain a library archive study center for the study of Frank Lloyd Wrigh

and other interrelated areas of design

iv) Amounts expended

: Reports received from the Allen Lambe House Foundation show the following expenditures

90,625 of the April 2003 grant w as spent for operating support of the museum

v) Diversions

vi) Date of Reports

vi) Verification

To the knowledge of this grantor foundation, no funds have been diverted to any

activity other than the activity for which the grant was originally made

On May 11, 2004, the Allen-Lambe House Foundation submitted a full and complete

report of its expenditures of the April 2003 operating support grant

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

Attachment

Page 2


15/17

CLAUDE R

LAMBE CHAR ITABLE FOUNDATION

EIN 48 093556

3

SCHEDULE OF INFORMATION FOR 2 3 FORM 99 P

F

PART VIII Line 1 - Officers Directors Trustees Managers Etc

STATEMENT5

b) Title, and average d) Contributions e) Expens

e

hours per week toempoyeeaccoun, oher

a) Name and Address devoted to position c)

Compensation

benefit plans allowances

RchardHFnk PesdenDeco 00

0

655 15th Street NW Suite 445 1 hour per week

Washington DC 2000

5

KelyYoungVcePesden 000

655 15th Street NW Suite 445 20 hours per week averag

e

Washngton DC 2000

5

AexBeehe VcePesden 000

655 15th Street NW Suite 445 10/08/03 to 12/31/0

3

Washington, DC 20005 13 hours per week averag

e

KevnGenyVcePesden 000


3

Washington, DC 20005 20 hours per week averag

e

TonyWode VcePesden 000


3

Washington, DC 20005 9 hours per week average

MkHumheySeceay000

P

.OBox 2256 10/08/03 to12/31/0

Wichita, KS 67201 Less than 1 hour per week

VondaHomnTeasue 000

P O

. Box 2256 4 hoursper weekaverag

Wchita KS 6720

CaesGKochDeco 000

P

.O Box 2256 Less than 1 hour per wee

k

Wchita KS 6720

Elizabeth B

KochDeco 000

P

Box 2256 Lessthan1 hour per wee

Wchita KS 6720

EzabehRobnsonKochDeco 000

PO Box 2256 Less than 1 hour per week

Wchita KS 6720

CaesCaseKochDeco 000

PO Box 2256 Less than 1 hour per wee

k

Wchita KS 6720

1

Koch Industries Inc No Appcabe13986700

P

Box 2256 Paymen or managemen

Wichita, KS 67201 services of officers above

TOTAL 1398670

0

Attachment Page 3


16/17

CLAUDE R . LAMBE CHARITABLE FOUNDATION

EIN 48 093556 3

SCHEDULE OF INFORMATION FOR 2003 FORM 990 P

F

art XV, Line 3a - Grants and Contributions

P

aid

D

ungheYea ST

TEME

N

T 6

u

m i

a n i n d i v i d u a l F

oundation

Recipient

s

h o w

n y

relationship lo status of

P urpose of gran t

any foundation manager recipient or contribution Amoun

t

Name and address home or business) or s

u b

s

t a n t i l c o n t r i b u t o r

a Paid during the year

Alen-LambeHouseFoundaionPrivaeGenera OperaingSupport 9062

Wichita, KS

Americans for TaxReformPubicGenera Operating Support 10,00

Washington, D

C

TheBookngsInstuonPubcEducaona Research12640

Wshngon DCGnera OperangSupport 28000

Capta ResearchCenter PubicGenera Operating Support 100,00

Washington, D C

CaoInsttuePubc Gnera OperangSupport 25000

Washington, D C

Competitive Enterprise Institute PubicGenera Operating Support 2,32


Federast SoceyPubc Gnera OperangSupport 10000

Washington, D C

Foundaonfor ResearchonEconomcs & PubcGenera OperangSupport 15000

the Environmen

t

Bozeman, M

T

The Heritage Foundation PubicGenera Operating Support 330,00


IndependenceInstuePubcGnera OperangSupport 600

Golden, C

O

Institute for EnergyResearchPubicGenera Operating Support 10,00

Laramie, W

Y

JohnLockeFoundaonPubcGnera OperangSupport 500

Raleigh, N

C

TheLeadershpInstuePubcEducaona Conerence500

Angon VAGenea OpeangSuppot 1000

The Manhattan Institute PubicGenera Operating Support 200,00

New York, N

Y

National Center for

P

ocyAnayssPubcGnera OperangSupport 3000

Dallas, T

X

NFBLega FoundaonPubcGnera OperangSupport 2500

Nashville, T

N

Phlanthopy Roundtabe PubicGenera Operating Support 25,00

Washington, D

C

Potca EconomyResearchCener PubcGenera OperangSupport 1000

Bozeman, M

T

Scence& Envronmena PoicyPoec PubicGenera OperaingSupport 5,00

Arlington, V

A

Washngton Lega Foundaton PubcGenera Operatng Support 100,00

Washington, D C

TaxFoundaonPubc Gnera OperangSupport 5000

Washington, D C

Unverstyof VrgnaCener for Poitics PubicGenera OperaingSupport 15,00

Charlottesville, V

A

T

O

TAL GRANT

S PAID TO ORGAN

I ZATIONS

35,34 5

Attachment

Page


17/17

Form

2

If

youloW for

an

Ad d

i

t

i

onal ( not automat

c

)

3

-

Month Extens

on

comp

le

te only P

art andcheckthsbox

EX

Note

: O n

y comp lete Pa

rt i

f you have a

re dy

b e

en gr nted n automat

i

c

month

extensi

on on

prev

ou s

ly fil

ed Form 8868

If

yo u

are

filing for an Automat ic

3

-

Month Extens

i

on

complete only Pa rt on page 1)

Add itional (not automatic)

-

Month Ext

ension of T ime - Must F e Original and On e Copv .

Type or

Nam e of Exempt Organizat ion

Employer ident

i

ficat

i on numbe r

p ri nt CLAUDE R. LAMBECHARTABLEFOUNDATION48 093556

File by the Number, street, and room or suite no . If a P.O. box, see instructions. Fo IRSuseony

extended due date P . O

B OX 225

6

for f i l ing the return C ity, town or po st off ice, state, and ZIP cod e

. For a foreign address, see instructions

.

~ ~ ,.s

e e i n s t r u c ti o n s

W CHTA KS672012256

Check type of return to be f iled Fi le a separate appl ication for ea ch return)

:

Form 990Form 990-EZ Form 990-T sec

. 401(a) or 408(a) trust) Form 104

1_ A5227Fom8870

Form 990-BL QX Form 990-PF Form 990-T (trust other than above) Form 4720

F_JForrn

60 6

9

STOP

:

Do not complete Pa rt

I I if you were not already granted an automatic 3 - month extension on a previously filed F orm 8868

I f the organization d oes not have an office or place of business in the United States, check t

h

is box

If this is for a Group Return, enter the or anization s four digit Group Exemption

umber GE

) . If this is

for the

whole group, check this box

. If i t is for

pa

rt of the group, check

t

his box

Qand attac

h

a list with th e

names and EI

s of all members the extension is for

4

I request an ad dit ional 3-mo

n th extension o f t

ime unt i l

11/15/200 4

5 For calendar yea

r

03 _______, or o

the

r

tax year beginning ____________________ and endi

n

g

6

I f this tax year is for less t

h

an 12 m onths, check

r

eason

: Initial return [-]Final ret

u

rn Change in accounting period

7 State in detail why you need the extension Mo

e time is requested to acquire all information needed to complete . . . . . . . . . . . . . .

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

and f i le an accurate return .

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

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

8 a I f t h i s a p p l i c a t i o n i s f o r

F

orm 990-

L 9 9 0 - P

F

9 9 0 - T

4

7 2 0 o r 6 0 6 9 e n t e r t h e t e n t a t i v e t a x l e s s a n y

nonrefundable credi

ts

. See instructions

0

b

I f this appl ication is for Form 9 9 0-

P

F, 990-T,

4720, or 6069, enter any refundable credits an d

estimated tax paym ents made

. Include any prior year overpaymen t al lowed as a credit and an

y

amoun t paid previously w

i th Form 8868

0

c Balance Due

. Subtract l ine 8b from l ine 8a . Include your paym ent with this form, or, if required

deposit with

FTD coupon or, i f

required,

b

y using EF T

PS Electronic Federal Tax Paymen t

System)

ee instructions

0

Signature and Verificatio

n

Un

de r

penal t i es of pe

rjury I de

cl

re t

t I h ve exam in ed thi s fo

r

m includ in g accomp

nyin

g

s ch

ed u

les

n

s

tateme

n

t

s nd t o

the be

s

t

of my

k n owl

ed

e and be

li

ef it is t

r

ue correct n compl t nd th t m auth ori zed t o p

r

ep re t h is form

Title

Treas

u

re r

Date

8

/ 13 /200

4

Notice to

Applicant-To Be C om pl eted by the S R S

W e

have

approved th is app ication P lease attach this for

m

to the o ganization s return

We have not approved this appl

cation

However

we have granted a 10

-

day grace pe

ri

od from the later of the date shown below or the due

date of the organizat

o n

s return (includ

in

g any prior extensions)

This grace period is considered to be a va l id extension of

time g~~t

o n s

otherwise

required to be made on a t me l

y return Please attach th

s form to the organizat on

s return

W-

~~

We have not approved this application After considering the reasons stated in item 7 we cannot grant your request for

an extens

on of t

me to fle

We are not granting a 10

-

day gra

c

e period

~~ ~ ~ ~

04

We

cannot consider this application because

it was fi

l ed

after the due

date of the

return

for which n extensio re u t

Other

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

F i

F ~ ~ 8

L ~

- - - - - - -

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

y

O C O E T

- -

Director

Dat e

lternate Mai

i

ng ddress - Enter the address if you want the copy of this application for an additional 3-month ex t ension

returned to an address different than the one entered above

N

e

Type or

(

Num b er and street (include suite ,

room

or apt

no

) Or a P . O

box number

print

City or town province or state and count ry (including postal or ZIP c ode)

Documents

Claude R. Lambe Charitable Foundation 2003