Claude R Lambe Charitable Foundation 480935563 2012 0a025892

EXTENSION GRANTED Return of Private Foundation OMB No 1545-0052

Fonn 990-PF or Section 4947(a)(1) Trust Treated as Private Foundation ~@13 Department of the Treasury Internal Revenue Service

... Do not enter Social Security numbers on this form as it may be made public.

... Information about Form 990-PF and its separate instructions is at www.irs.gov/form990pf.

For calendar year 2013 or tax vear beainnina JANUARY 1 , 2013, and endina MARCH 31 , 20 13 Name of foundation

CLAUDE R. LAMBE CHARITABLE FOUNDATION Number and street (or PO box number 1f ma1l 1s not delivered to street address) Room/suite

P.O. BOX 2256 City or town. state or province, country, and ZIP or foreign postal code

WICHITA, KS 67201-2256 G Check all that apply: _ Initial return Initial return of a former public charity

~ Final return ~ Amended return Address chance Name chance

A Employer identification number

48-0935563 B Telephone number (see instructions)

(316) 828-6847

C If exemption application is ... D pending, check here • • • • • • •

D 1. Foreign organizat1ons. check here

2. Foreign organizations meeting the 85% test. check here and attach computation • • • • • • • •

H Check type of organization I XI Section 501 (ccr9 exempt private foundation

n ~ E If private foundation status was terrmnated ~ Section 4947(a)(1) nonexempt charitable trust Other taxable onvate foundation under section sO?(b)(1)(A), check here .... ~

I Fair market value of all assets at J Accounting method·LJ Cash W Accrual F

end of year (from Part II, col (c), /me D Other (specrfy) _____________________ _ If the foundation 1s in a 60~onlh termination D under section 507(b)(1)(8), check here • ...

16) ... $ 2, 8 2 9 . 0 0 (Part I, column (d) must be on cash basis)

1

2

Analysis of Revenue and Expenses (The total of amounts m columns (b), (c), and (d) may not necessar,ly equal the amounts m column (a) (see instructions) J

(a) Revenue and expenses per

books

(b) Net investment income

(c) AdJusted net income

(d) Disbursements for charitable

purposes ( cash basis onlv)

Contnbut1on~s, grants, etc , received (attach schedule) • Ch k ... ~ 1f the foundation 1s not required to

ec attach Sch B ••••••••• f----------1-----------+----------+----------3 Interest on saVJngs and temporary cash investments

4 D1v1dends and interest from securities

752.00 752.00

5 a Gross rents ••••••••••••••••• l---------+--------~----ti=~~~~~t==::::::;::,==::::::,=r::n:c::,;1---b Net rental income or (loss)-------- '-----------t---------l----l1--A[i5).!fc:'.Gs-tirr'11il:;:s-ll-1 n\~f/c.JTEc:bnh-d---

I U\l.~-- ~uv,...._.__..-()

CD 6a ~ b CD

il; 7 a::

8

Net gam or (loss) from sale of assets not on line 10 - -- :::ic:....~1::::.. Gross sales pnce for all ~ assets on hne 6a • - r- r- n "' " "" • "

Cap~lgrunn~1nwmeCTromPartl~l1M2). f----------1-----------+--~~~~lf-_1 __ ~.u_4&_u_~_.u __ 1·~-~·~i,~~·~--

Net short-term capital gain I ==== -===f,,====d0C UGu!j'\!J, u~ 1

10 a Gross sales less returns 9 Income mod1f1cat1ons •

1

.

and allowances • • • • • 1---------+---------1----------+----------+--------b Less Cost of goods sold

c Gross profit or (loss) (attach schedule)

11 Other income (attach schedule) •••

12 Total. Add Imes 1 throuoh 11 ••••

13

u, 14 CD ~ 15

! 16a >C w b CD -~ c .. ~ 17 .. .!!! 18 c

Compensation of officers, directors, trustees, etc

Other employee salaries and wages

Pension plans, employee benefits

Legal fees (attach schedule) ••••

Accounting fees (attach schedule) •

Other professional fees (attach schedule).

Interest •••••••••••••••••

Taxes (attach schedule) (see 1nstruct1ons) • • • •

1,512.00 2,264.00 752.00

7.00 7.00

·e 1e

~ 20

~ 21 ca 22

Depre~atlon(attachschedule)andde~etlon. t----------1-----------+----------l---------~ Occupancy ••••••••••••

g ·- 23 ~ 24 ! 0

25

26

Travel, conferences, and meetings •

Printing and publications • • • • •

Other expenses (attach schedule)

Total operating and administrative expenses.

769.00 769.00

A~l1n~13~rough23 ••••••••• ·1--~~~-7~7_6_._0_0~~~~~~-7_._0~0~~~~~~~~~~~~~7_6_9~·-0~0-Contnbutlons, gdts,grantspa~ ••••••• ~~2~,_2~9~9~,_5~9~3_._0~0~~-----~-~--------~~2~,~2~9~6~,_7~7~1~.~0~0-Totat expenses and disbursements Add Imes 24 and 25 2 , 3 0 0 , 3 6 9 . 0 0 7 . 0 0 2 , 2 9 7 , 5 4 0 . 0 0

27 Subtract line 26 from hne 12

a Excess of revenue over expenses and disbursements • • t--_2...c,_2_9_8-',_1_0_5_. _0_0---11----------+----------+--------b N~inve~me~~come(dneg•~.eM~~~ f----------1-------7-4_5_._0_0-+----------+--------~ c Adiusted net income (1f neaat1ve, enter -0-).

JSA For Paperwork Reduction Act Notice, see instructions. 3E1410 1 000

Fann 990-PF(2013) /

-~ ~ J~

Form 990-PF (2013) Page 2 Attached schedules and amounts m the Beginning of year End of year 1@jj1 Balance Sheets description column should be for end-of-year i------------t----------.....----------amounts only (See instructions) (a) Book Value (b) Book Value (c) Fair Market Value

1 Cash - non-interest-beanng • 2 , 2 9 5 , 3 0 4 . 0 0 2 Savings and temporary cash investments •

3 Accounts receivable ~ ______________________ _

Less allowance for doubtful accounts ~ _____________ i------------t----------;----------4 Pledges receivable ~ ______________ ----------

Less allowance for doubtful accounts ~ _____________ i------------t----------;----------5

6

7

Grants receivable

Receivables due from officers, directors, trustees, and other

d1squahf1ed persons (attach schedule) (see 1nstruct1ons) •

Other notes and loans receivable (attach schedule) ~ ____ _

Less allowance for doubtful accounts ~ ____________ -;-----------+----------+----------Cl) -GI Cl) Cl)

c(

8

9

10 a b

lnventones for sale or use

Prepaid expenses and deferred charges •

Investments - US and state government obligations (attach schedule).

Investments - corporate stock (attach schedule) •

c Investments - corporate bonds (attach schedule). 11 Investments - land, buildings, ~

and equipment basis ____________ ------ _

3,580.00 2,829.00 2,829.00

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

12 13 14

lnvestments - mortgage loans Investments - other (attach schedule) Land, buildings, and ~ • equipment basis _ Less accumulated deprec1at1on ~ (attach schedule) - - - - - - - - - - - - - - - - - - - -;-----------+----------+----------

15

16 Other assets (describe ~ ____________________ ) i------------t-----------t----------

17

18 Cl) 19 GI E 20 :c 21 Ill

Total assets (to be completed by all filers - see the instructions Also, see page 1, item I) •

Accounts payable and accrued expenses

Grants payable

Deferred revenue

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

Mortgages and other notes payable (attach schedule) •

2 298,884.00 2,829.00 779.00

2,822.00

:i 22 Other hab1ht1es (describe ~ ATCH _ 5 _____________ ) 1-----------+-------7_._0_0--1

Cl) GI

23

g 24 Ill iii 25 IXl 26 "Cl c ::, u.. ... 0 en 27 -3l 28 ~ 29 ai 30 Z 31

Total liabilities (add Imes 17 through 22) •

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

Unrestricted •

Temporarily restricted

Permanently restricted •

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

·~·o

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

Retained earnings, accumulated income, endowment, or other funds

Total net assets or fund balances (see instructions).

Total liabilities and net assets/fund balances (see

779.00

2,298,105.00

2,298,105.00

instructions) • 2, 2 9 8, 8 8 4 . 0 0 •~ • , .... 11• Analysis of Changes in Net Assets or Fund Balances

2,829.00

2,829.00

1 Total net assets or fund balances at beginning of year - Part II, column (a), hne 30 (must agree with

end-of-year figure reported on prior year's return). 1 2 Enter amount from Part I, hne 27a 2

2,829.00

2,298,105.00 -2,298,105.00

3 Other increases not included in hne 2 (1tem1ze) ~------------------------------------ i--3-+---------4 Add lines 1, 2, and 3 4

i----;----------5 Decreases not included in hne 2 (1tem1ze)~----------------------------------------1--5-+---------6 Total net assets or fund balances at end of year (hne 4 minus hne 5) - Part II, column (b), hne 30 . 6

JSA

3E1420 1 000

Form 990-PF (2013)

Form 990-PF (2013)

•!6:R••·- Capital Gains and Losses for Tax on Investment Income

1a b c d e

a b

c d e

a b c d e

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

(e) Gross sales price (f) Deprec1at1on allowed (or allowable)

(g) Cost or other basis plus expense of sale

Comolete onlv for assets showing gain in column (h) and owned bv the foundation on 12/31/69

0) AdJusted basis (k) Excess of col (1) as of 12/31 /69 over col (J), 1f any (i) F M V as of 12/31 /69

\DJ HOW acquired

P-Purchase D - Donaloon

Page 3

(c) Date acquired

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

{h) Gain or (loss) (e) plus (f) minus (g)

(I) Gains (Col (h) gain minus col (k), but not less than -0-) or

Losses (from col (h))

2 Capital gain net income or (net capital loss) { If gain, also enter in Part I, line 7 }

If (loss), enter -0- 1n Part I, hne 7 i--2-i-------------3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)

If gain, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter -0- in }

Part I, hne 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . • . . . . . . . . . . . . . . 3 •~ ·-·- Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income)

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

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

1 Enter the appropriate amount in each column for each year, see the instructions before making any entries (a) (b) (c)

Base penod years AdJusted qualifying d1stnbut1ons Net value of nonchantable-use assets Calendar year (or tax year begonnong on) (col

2012 2,236,897.00 3,382,261.00 2011 1,204,226.00 5,068,581.00 2010 1,973,852.00 6,651,320.00 2009 2,730,340.00 8,782,857.00 2008 2,456,244.00 11,492,427.00

2 Total of line 1, column (d) . . . . . . . . ............................. 2

3 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 in eXlstence If less than 5 years .......... 3

4 Enter the net value of noncharitable-use assets for 2013 from Part X, hne 5 4 ..........

5 Multiply line 4 by line 3 ................... . . . . . . . . . . . . . . . . . . . 5

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

7 Add lines 5 and 6 7 . . . . . . . . . . . . . . . . . . . . . .................... 8 Enter qualifying d1stribut1ons from Part XII, line 4. .... . . . . . . . . . . . . . . . . . . . . 8

D Yes [KJ No

(d) D1stnbut1on ratm (b) divided by col (c))

0.6614 0.2376 0.2968 0.3109 0.2137

1.7204

0.3441

604,120.00

207,854.00

7.00

207,861.00

2,297,540.00 If line 8 1s equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rate See the Part VI instructions

JSA 3E1430 1 000

Form 990-PF(2013)

-------

For~ 990-PF (2013) Page 4 •::.F.n•·a Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see instructions)

1 a Exempt operating foundations descnbed in section 4940(d)(2), check here .... LJ and enter "N/A" on hne 1 ••• }

• Date of ruling or determination letter _______________ (attach copy of letter if necessary • see instructions)

b Domestic foundations that meet the section 4940( e) requirements in Part V, check 1 7 • 0 0

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

2

3

4

5

6

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 hne 3 If zero or less, enter -O

Cred1ts/Payments

a 2013 estimated tax payments and 2012 overpayment credited to 2013.

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

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

d Backup w1thhold1ng erroneously withheld • • • • • • • • • • • •

6a

6b

6c

6d

2,829.00

2

3 7.00 4

5 7.00

7

8

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

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

. . l---'1'----1------2-','-8-2_9 ___ o_o_ 8

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

1 O Overpayment. If hne 7 is more than the total of lines 5 and 8, enter the amount overpaid .... 10

11 Enter the amount of hne 10 to be Credited to 2014 estimated tax .... Refunded .... 11

•:a. · Statements Regarding Activities 1 a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did 1t part1c1pate

2

or intervene in any political campaign? • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • •

b Did 1t spend more than $100 during the year ( either directly or indirectly) for political purposes (see Instructions for the

def1 nit1on )? • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • If the answer is 'Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials pubhshed or

d1stnbuted by the foundation m connection with the acllv1t1es

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

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

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

foundation managers .... $ --------------Has the foundation engaged in any activ1t1es that have not previously been reported to the IRS?. • • • • • •

If "Yes," attach a detailed description of the act1v11/es

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

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

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

b If "Yes," has 1t filed a tax return on Form 990· T for this year? • • • • • • • • • • • • • ••

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

If 'Yes," attach the statement reqwred by General Instruction T.

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

• By language in the governing instrument, or

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

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

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

Ba Enter the states to which the foundation reports or with which 1t 1s registered (see instructions) ....

KS, VA----------------------------------------------------------------------b If the answer 1s 'Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate)

of each state as required by General Instruction G? If "No," attach explanation. • . • • . • . • . . . . . . • • . . . . . • ••

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

4942(J)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)? If 'Yes," complete

Part XIV . ..•..•.•....••••...•••••.•.......•.••.•.........•....•...

10 Did any persons become substantial contributors during the tax year? If 'Yes," attach a schedule fisting their names and addresses . .•••.•.•.••••

JSA

3E1440 1 000

2,822.00 2,822.00

Yes No

1a X

1b x

1c x

2 x

3 x 4a x 4b

5 x

6 x 7 x

Sb x

9 x

10 x Form 990-PF (2013)

For°i-n 990-PF (2013) Page 5 ·~·-·..1ll"f~· Statements Regarding Activities (continued) 11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If 'Yes," attach schedule (see instructions) ••••••••••• . . . . . . . . ........ 11 x 12 Did the foundation make a d1stribut1on to a donor advised fund over which the foundation or a d1squalif1ed

person had advisory privileges? If 'Yes," attach statement (see instructions) ....................... 12 x 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? •••• 13 x

Website address .... _NI A _____________ -----------------------------------------------------------14 The books are 1n care of .... KARA_ WORTHINGTON _____ -------- __________ Telephone no .... 316-82 8-67 68 ______ _

Located at .... 4111 E. 37TH STREET NORTH WICHITA, KS--------------- ZIP+4 .... _ 67220_________ _ 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF 1n heu of Form 1041 - Check here ...................... LJ

and enter the amount of tax-exempt interest received or accrued during the year • • • • • • • • • • • • • • • • • • .... 1........,1"'5'----'-I--~--~--16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority

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

See the instructions for exceptions and filing requirements for Form TD F 90-22 1 If 'Yes," enter the name of

the foreign country ..,. ·~-·~11"1:• Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

1 a During the year did the foundation ( either directly or 1nd1rectly)

(1) Engage in the sale or exchange, or leasing of property with a d1squahf1ed person? • • • •

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept 11 from) a

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

(3) Furnish goods, services, or fac1ht1es to (or accept them from) a d1squahfied person? ••••

(4) Pay compensation to, or pay or reimburse the expenses of, a d1squahf1ed person? • • • •

0Yes

~

Yes

Yes

Yes

00 No

§No

No

No

(5) Transfer any income or assets to a d1squahf1ed person (or make any of either available for

the benefit or use of a d1squahfied person)?. • • • • • • • • • • • • • • • • • • • • • • • • • • • D Yes CKJ No

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

foundation agreed to make a grant to or to employ the official for a period after

termination of government service, 1f terminating within 90 days). • • • • • • • • • • • • • • • • D Yes CKJ No

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

section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see instructions)?

Orgamzat1ons relying on a current notice regarding disaster assistance check here • • • • •

c Did the foundation engage in a prior year in any of the acts described in 1 a,

were not corrected before the first day of the tax year beginning in 2013? ••••••

other than

.... d excepted acts, that

2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(J)(3) or 4942(1)(5))

a At the end of tax year 2013, did the foundation have any undistributed income (Imes 6d and

6e, PartXlll)fortaxyear(s)begmmngbefore2013?, ••••••••••••••••••••••••• D Yes CKJ No

lf"Yes,"hsttheyears ..,. __________ , _________ , ________ ·--------

b Are there any years listed in 2a for which the foundation 1s not applying the prov1s1ons of section 4942(a)(2)

4942(a)(2) to

16

1b

1c

Yes No

x

Yes No

x

x

(relating to incorrect valuation of assets) to the year's undistributed income? (If applying section

all years listed, answer "No" and attach statement - see instructions ) • • • • • • • • • • • • • • • • • • • • •

c If the prov1s1ons of section 4942(a)(2) are being applied to any of the years listed in 2a, hst the years here • • • • • • • • i---=2=b-+---II---

.... __________ , _________ , ________ , _______ _ 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterpnse

at any time during the year? • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • D Yes 0 No

b If 'Yes," did 11 have excess business holdings in 2013 as a result of (1) any purchase by the foundation or

d1squalif1ed persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved by the

Comm1ss1oner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3) the lapse of

the 10-, 15-, or 20-year first phase holding penod? (Use Schedule C, Form 4 720, to determine tf the

foundation had excess business holdings m 2013 ) . . • . . • • • • . • • ,__3_b ____ _

4a Did the foundation invest during the year any amount in a manner that would Jeopardize its charitable purposes? • • • • • • • 4a X

b Did the foundation make any investment in a prior year (but after December 31, 1969) that could Jeopardize its

charitable ouroose that had not been removed from 1eooardv before the first dav of the tax vear beainmna in 2013? 4b X

JSA

3E1450 2 000

Form 990-PF(2013)

Form 990-PF (2013)

Statements Re arding Activities for Which Form 4720 Ma Be Required continued Sa During the year did the foundation pay or incur any amount to

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?

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

directly or indirectly, any voter reg1strat1on dnve? • • • • • • • • • • • • • • • • • • •

(3) Provide a grant to an ind1v1dual for travel, study, or other s1m1lar purposes?. • • • • • •

(4) Provide a grant to an organization other than a charitable, etc , organization described in

section 509(a)(1 ), (2), or (3), or section 4940(d)(2)? (see instructions) • • • •••••

0Yes

0Yes

0Yes

0Yes

[Kl No

[I]No

[I]No

0No

(5) Provide for any purpose other than religious, charitable, sc1ent1fic, literary, or educational

purposes, or for the prevention of cruelty to children or animals?. • • • • • • • • • • • • • • • • D Yes [Kl No

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

Regulations section 53 4945 or in a current notice regarding disaster assistance (see 1nstruct1ons)?

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

c If the answer 1s "Yes" to question 5a(4), does the foundation claim exemption from the tax

because 1t maintained expenditure respons1b1hty for the grant? • • • • • • • • • • • • • • • • •

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

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

D Yes D No

on a personal benefit contract?. • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • D Yes [Kl No

b Did the foundation, during the year, pay premiums, directly or 1nd1rectly, on a personal benefit contract? •••••

If "Yes" to 6b, file Form 8870

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

Page 6

Sb

6b x

b If "Yes," did the foundation receive an roceeds or have an net income attributable to the transaction? • • • • • 7b Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions). (b) Title, and average (c) Compensation (d) Contributions to (e) Expense account, (a) Name and address hours per week (If not paid, employee benefit plans devoted to oos1t1on enter-0-l and deferred compensation other allowances

-------------------------------------ATCH 6 0.00 0.00 0.00

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

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

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

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

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

NONE

(b) Title, and average hours per week

devoted to pos1t1on (c) Compensation

(d) Contributions to employee benefit

plans and deferred compensation

Total number of other emolovees paid over $50,000 •..•............................ ~

JSA

3E1460 1 000

(e) Expense account, other allowances

Form 990-PF (2013)

Form 990-PF (2013)

•@110• Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued)

Page 7

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service

NONE

Total number of others rece1vino over $50,000 for professional services ...................... ~

•itilf!IA Summary of Direct Charitable Activities

List the foundation's four largest direct charitable act1v1t1es dunng the tax year Include relevant stat1st1cal information such as the number of organizations and other benefic1anes served, conferences convened, research papers produced, etc

1 NONE----------------------------------------------------------------------

2

3

4

;I Summary of Program-Related Investments (see instructions) Describe the two largest program-related investments made by the foundation dunng the tax year on Imes 1 and 2

1 NONE ---------------------------------------------------------------------------

2

All other program-related investments See 1nstruct1ons

3 NONE ---------------------------------------------------------------------------

Total. Add lines 1 through 3 ..•.....................•..................... ~

JSA

3E1465 1 000

(c) Compensation

Expenses

Amount

Form 990-PF (2013)

Form 990-PF (2013)

1QMQ Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see 1nstruct1ons.)

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

2 3 4

5

6

a Average monthly fair market value of securities

b Average of monthly cash balances. . . . . . . . c Fair market value of all other assets (see instructions).

d Total (add Imes 1a, b, and c) ......•.............•.•. e Reduction claimed for blockage or other factors reported on Imes 1a and

1 c (attach detailed explanation) .........•.•........ '--1_e_._ _________ __J

Acqu1s1t1on indebtedness applicable to line 1 assets Subtract line 2 from line 1 d ............. Cash deemed held for charitable act1v1t1es. Enter 1 1 /2 % of line 3 (for greater amount, see

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

1a 1b 1c 1d

2 3

4 5

6

Distributable Amount (see instructions) (Section 4942(.J)(3) and (j)(5) private operating foundations and certain foreign organizations check here ~ and do not complete this part)

1 Minimum investment return from Part X, line 6 ........... . 2 a Tax on investment income for 2013 from Part VI, hne 5 ..... . 2a 7.00

3 4

5

6 7

b Income tax for 2013 (This does not include the tax from Part VI ) .. c Add Imes 2a and 2b

Distributable amount before adjustments Subtract line 2c from line 1. Recoveries of amounts treated as qualifying d1stnbut1ons Add Imes 3 and 4

2b

Deduction from distributable amount (see instructions). . • . . . . . . Distributable amount as adjusted. Subtract lme 6 from line 5. Enter here and on Part XIII,

line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . ..........•.........

•Afflf3ii Qualifying Distributions (see instructions)

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

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

purposes •...... . . . . . . . . . . . . . ........... . .... . . . . . . . . . . . . . . 3 Amounts set aside for spec1f1c charitable projects that satisfy the

a Su1tab11ity test (prior IRS approval required). . . . . . . . . . . . . ............... b Cash d1stribut1on test (attach the required schedule) ....... ...............

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

5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income

Enter 1 % of Part I, line 27b (see instructions) ........ .. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 ........ ........ . . . . . .

1

2c 3 4 5

6

7

1a 1b

2

3a 3b 4

5 6

Page 8

130,252.00 483,068.00

613,320.00

613,320.00

9 200.00 604,120.00

7,428.00

7,428.00

7.00 7,421.00

7,421.00

7,421.00

2,297,540.00

2,297,540.00

7.00 2,297,533.00

Note. The amount on line 6 will be used in Part V, column (b), m subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax m those years

Form 990-PF (2013)

JSA

3E1470 1 000

--- -------- -----~

Form 990-PF (2013) . . Undistributed Income (see instructions)

1 Distributable amount for 2013 from Part XI,

line 7 ..................... 2 Und1stnbuted income, 1f any, as of the end of 2013

a Enter amount for 2012 only .......... b Total for pnor years 20___ll_ ,20---1...Q_ ,2Q_Q2._

3 Excess d1stribut1ons carryover, 1f any, to 2013

a From 2008 1,896,993.00

b From 2009 2,293,087.00 c From2010 1,645,368.00 d From 2011 953,000.00

e From 2012 2,074,790.00 f Total of Imes 3a through e ...........

4 Qualifying d1stribut1ons for 2013 from Part XII,

line 4 ..... $ 2,297,540.00 a Applied to 2012, but not more than line 2a • • •

b Applied to undistributed income of prior years (Election required - see instructions) •••••••

c Treated as distributions out of corpus (Election required - see instructions) •••••••••

d Applied to 2013 distributable amount ..... e Remaining amount distributed out of corpus ..

5 Excess d1stribut1ons carryover applied to 2013 • (If an amount appears ,n column (d), the same amount must be shown ,n column (a))

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

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

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

c Enter the amount of prior years' undistributed income for which a notice of 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 instructions .. . . . . . . . . . .

e Undistributed income for 2012 Subtract line 4a from line 2a Taxable amount - see instructions .......... . . . . . . . .

f Undistributed income for 2013 Subtract Imes 4d and 5 from line 1 This amount must be distributed in 2014 ..............

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1 )(F) or 4942(9)(3) (see instructions) ..

8 Excess d1stribut1ons carryover from 2008 not applied on line 5 or line 7 (see instructions) • • •

9 Excess distributions carryover to 2014.

Subtract Imes 7 and 8 from line 6a ... . . . . 10 Analysis of line 9

a Excess from 2009 2,293,087.00

b Excess from 2010 1,645,368.00 c Excess from 2011 953,000.00

d Excess from 2012 2,074,790.00

e Excess from 2013 2,274,360.00

JSA

3E14801000

(a) Corpus

8,863,238.00

2,290,119.00

11,153,357.00

1,896,993.00

9,256,364.00

p age 9

(b) (c) (d) Years prior to 2012 2012 2013

7,421.00

7,421.00

Form 990-PF(2013)

Form 990-PF (2013) Page 10 ·~=·l·· Private Operating Foundations ( see instructions and Part VII-A, question 9' 1 a If the foundation has received a ruling or determination letter that 1t 1s a private operating I

foundation, and the ruling 1s effective for 2013, enter the date of the ruling •••••••••••••• ..,..

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

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

(e) Total Justed net income from Part (a) 2013 (b)2012 (c) 2011 (d)2010 I or the minimum investment return from Part X for each year listed

b 85% of line 2a

C Qualifying d1stnbut,ons from Part

XII, Ima 4 for each year listed

d Amounts included m line 2c not used directly for active conduct of exempt act1v1t1es •

e Qualifying d1stnbut1ons made directly for active conduct of exempt act1V1t1es Subtract line 2d from line 2c

3 Complete 3a, b, or c for the alternative test rahed upon

a • Assets" alternative test - enter

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

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

b "Endowment" alternative test-

enter 213 of minimum invest-

ment return shown en Part X. line 6 for each year listed •

C "Support" altemat,ve test - enter

(1) Total support other than gross investment income (interest. d1V1dends, rents, payments on secunt1es loans (section 512(a)(5)), or royalties).

(2) Support from general public and 5 or more exempt organ1zat1ons as provided m section 4942 (J)(3)(B)(m)

(3) Largest amount of sup-port from an exempt organ1zat1on.

(4) Gross investment income.

1::r., •• : ..... Supple'!'entary_ Information (Coi:nplete ~his part only if the foundation had $5,000 or more in assets at any time during the year - see 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 1f they have contributed more than $5,000) (See section 507(d)(2))

N/A 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

N/A 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here..,.. [fil 1f the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc (see instructions) to ind1v1duals or organizations under other cond1t1ons, complete items 2a, b, c, and d

a The name, address. and telephone number or e-mail address of the person to whom apphcat1ons should be addressed

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

c Any subm1ss1on deadlines

d Any restrictions or hm1tat1ons on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors:

JSA 3E1490 1 000 Fonm 990-PF (2013)

Form 990-PF (2013) Page 11 1:fffiJfJ Supplementary Information (continued)

3 Grants and Contributions Paid Durina the Year or Ancroved for Future Pavment Rec1p1ent If rec1p1ent 1s an ind1vtdual, Foundation Purpose of grant or show any relat1onsh1p to status of Amount any foundation manager contribution Name and address (home or business) or substantial contnbutor rec1p1ent

a Paid during the year

ATCH 7

Total ~ Ja 2,296,771.00

b Approved for future payment ATCH 8

Total ~ Jb 2,822.00 Form 990-PF (2013)

JSA 3E1491 1 000

Form 990-PF (2013) . . [!Bl Analysis of Income-Producing Activities Enter gross amounts unless otherwise 1nd1cated Unrelated business income Excluded by section 512, 513, or 514

(a) (b) (c) (d)

1 Program service revenue Business code Amount Exclusion code Amount

a

b

c d

e

f

g Fees and contracts from government agencies

2 Membership dues and assessments ..... 3 Interest on savings and temporary cash investments 14 752.00 4 D1v1dends and interest from secunt1es .. . . 5 Net rental income or (loss) from real estate

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

b Not debt-financed property • • • • • •

6 Net rental income or (loss) from personal property

7 Other investment income ......... 8 Gain or (loss) from sales of assets other than inventory

9 Net income or (loss) from speaal events .. 10 Gross profit or (loss) from sales of inventory.

11 Other revenue a OTHER INCOME 01 1,512.00 b

c d

e

12 Subtotal Add columns (b), (d), and (e) •••• 2,264.00

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

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

Page 12

(e) Related or exempt function income

< See instructions )

2,264.00

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

... accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes). (See instructions )

JSA Form 990-PF (2013)

3E1492 1 000

Form 990-PF (2013) Page 13 •Mdii Information Regarding Transfers To and Transactions and Relationships With Noncharitable

Exempt Organizations 1 Did the organization directly or indirectly engage in any of the following with any other organization described Yes No

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

a Transfers from the reporting foundation to a noncharitable exempt organization of (1) Cash 1af1l x (2) Other assets 1a{2l x

b Other transactions (1) Sales of assets to a noncharitable exempt organization 1b{1l x (2) Purchases of assets from a noncharitable exempt organization . 1b(2) x (3) Rental of fac11it1es, equipment, or other assets 1b{3l x (4) Reimbursement arrangements 1b(4l x (5) Loans or loan guarantees 1bf5l x (6) Performance of services or membership or fundra1smg sohc1tat1ons 1b{6l x

c Sharing of fac1ht1es, equipment, mailing lists, other assets, or paid employees . 1c x 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 in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received

(a) Line no (b) Amount 1n110lved (c) Name of nonchantable exempt organization (d) Description of transfers, transactions, and shanng arrangements

N/A N/A

2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501 (c) of the Code (other than section 501(c)(3)) or in section 527? . . . . . . . . . . . . D Yes D No

b If "Yes" com lete the follow1n schedule

Sign Here

Paid Preparer Use Only

JSA

3E1493 1 000

(a) Name of organization (b) Type of organization (c) Description of relat1onsh1p

re that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, 1t 1s true, preparer (other than taxpayer) 1s based on all information of which preparer has any knowledge

~Jfp1WJU Date Title

PnnUType preparers name

ELIZABETH S. HOGAN Firm's name ~ BKD, LLP Firm's address ~ 1551 N. WATERFRONT PARKWAY, SUITE 300

WICHITA, KS 67206

May the IRS discuss this return with the preparer shown below

(see mstrucbons)? m Yes D N

Check 1f PTIN

self-employed PO O 2 7 3 2 4 8

Firm's EIN ~ 4 4 - 0 1 6 0 2 6 0

Phone no 3 1 6 - 2 6 5 - 2 8 11

Form 990-PF (2013)

CLAUDE R. LAMBE CHARITABLE FOUNDATION 48-0935563

FORM 990PF - GENERAL EXPLANATION ATTACHMENT

FINAL DISTRIBUTION OF ASSETS

IN MARCH OF 2013, THE ORGANIZATION WAS TERMINATED, AND A FINAL DISTRIBUTION OF ASSETS WAS MADE.

A FINAL DISTRIBUTION OF ASSETS WAS MADE ON MARCH 22, 2013 WHEN ALL REMAINING ASSETS WERE TRANSFERRED TO THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND, A PUBLIC CHARITY UNDER 509 (A) (1).

FIDELITY INVESTMENTS CHARITABLE GIFT FUND P.O. BOX 770001 CINCINNATI, OH 45277-0053

A WIRE TRANSFER OF $2,296,771.16 WAS MADE TO THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND. THIS TRANSFER HAD A FAIR MARKET VALUE OF $2,296,771.16 AND WAS A COMPLETE DISTRIBUTION OF ALL REMAINING ASSETS, WITH THE EXCEPTION OF AN OVERPAYMENT OF PRIOR YEAR TAXES. ANY AMOUNTS ULTIMATELY REFUND WILL BE TRANSFERRED TO THE SAME FIDELITY INVESTMENTS CHARITABLE GIFT FUND.

THE ORGANIZATION HAS CEASED TO EXIST AND HAS TERMINATED ITS PRIVATE FOUNDATION STATUS UNDER SECTION 507(B) (1) (A) BY TRANSFERRING ALL REMAINING ASSETS TO A PUBLIC CHARITY.

8992FT K932 1/21/2014 11:35:05 AM V 12-7.12 85651 PAGE_J__4 __

CLAUDE R. LAMBE CHARITABLE FOUNDATION

ACTION BY THE SOLE TRUSTEE

The undersigned, being the sole trustee (the "Trustee") of the Claude R. Lambe Charitable Foundation (the "Trust"), created under the laws of the State of Kansas by that ce1iain Charitable Trust Agreement, dated February 19, 1982, as amended (the "Trust Agreement"}, does hereby consent in writing to the adoption of, and does hereby adopt, in lieu of a meeting, the following resolutions:

WHEREAS, the Trustee has the power under A1iicle XII of the Trust Agreement, to te1111inate the Trust at any time and distribute its assets to qualified recipients; and

WHEREAS, the Trustee desires to dissolve the Trust;

RESOLVED, that the Trust, by its duly authorized representative(s), immediately upon the adoption of this resolution, shall proceed to liquidate and distribute all of the remaining assets of the Trust to a donor-advised fund within Fidelity Charitable Gift Fund, an organization described in Section 501(c)(3) of the Internal Revenue Cude, as more particularly described as follows:

JPMorgan Chase Bank New York, NY ABA Number: 021000021 For credit to: National Financial Services LLC

For Benefit of: Fidelity Charitable Gift Fund, 297-000442

RESOLVED FURTHER, that the Trust shall take any and all actions required to dissolve under Kansas law;

RESOLVED FURTHER, that the appropriate personnel of the Trust are hereby authorized and directed, on behalf of the Trust, to take such actions as may be necessary and proper to carry out the intent and purpose of the foregoing resolutions;

RESOLVED FURTHER, that all known actions previously taken on behalf of the Trust by appropriate personnel in connection with the foregoing resolutions, consistent with the authority hereinabove granted, are hereby ratified, approved, confirmed, and adopted as actions of the Trust, and the Trust shall hereafter be bound by such actions.

Once signed, any reproduction of this consent made by reliable means (e.g., photocopy, facsimile) is considered an original. This written consent shall be filed with the minutes of the proceedings of the Trustees and shall have the same force and effect as a vote of the sole Trustee.

In witness whereof, the undersigned has caused this written consent action to be executed effective ns of January~. 2013.

By: Date: /. ,_7 3 - / 3 Name: Charles G. Koch

TRUSTl1:R, CLAUDE R. LAMBE CHAIUTAHLJi: FOUNDATION

2

CLAUDE R. LAMBE CHARITABLE FOUNDATION 48-0935563

FORM 990PF, PART I - OTHER INCOME

DESCRIPTION MISCELLANEOUS

8992FT K932 1/21/2014

TOTALS

11:35:05 AM V 12-7.12

REVENUE AND

EXPENSES

ATTACHMENT 1

PER BOOKS 1,512.

1 512.

85651

11

I

I

i

I

I


FORM 990PF, PART I - TAXES

DESCRIPTION

ACCRUED TAXES

TOTALS

REVENUE AND

EXPENSES PER BOOKS

8992FT K932 1/21/2014 11:35:05 AM V 12-7.12

7.

L_

85651

NET INVESTMENT

INCOME

7 .

L_

48-0935.563

ATTACHMENT 2

ATTACHMENT 2 PAGE 16

'

I I

'I I

I I'


FORM 990PF, PART I - OTHER EXPENSES

DESCRIPTION INSURANCE BANK FEES

TOTALS

REVENUE AND

EXPENSES PER BOOKS

751. 18.

l6..9.....

8 9 9 2 FT K 9 3 2 1 I 21 I 2 0 14 11 : 3 5 : 0 5 AM V 12 - 7 . 12 85651

48-0935?63

ATTACHMENT 3

CHARITABLE PURPOSES

751. 18.

1-6..9...


Ii

I

, I

I I

I

: i

I


ATTACHMENT 4

FORM 990PF, PART II - PREPAID EXPENSES AND DEFERRED CHARGES

DESCRIPTION

EXCISE TAX

TOTALS

8992FT K932 1/21/2014 11: 35: 05 AM V 12-7 .12 85651

ENDING BOOK VALUE

2,829.

2 r 829.

ENDING FMV

2,829.

2.829.

48-0935!J63



FORM 990PF, PART II - OTHER LIABILITIES

DESCRIPTION

ACCRUED TAXES

TOTALS

8992FT K932 1/21/2014 11:35:05 AM V 12-7.12 85651

48-0935563

ATTACHMENT 5

ENDING BOOK VALUE

7.

7.

I

I

11

I

I


FORM_990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEE~

NAME AND ADDRESS

RICHARD H FINK 1515 N. COURTHOUSE RD, SUITE 200 ARLINGTON, VA 22201

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

HEATHER LOVE P.O. BOX 2256 WICHITA, KS 67201

CHARLES G KOCH P.O. BOX 2256 WICHITA, KS 67201

ELIZABETH B KOCH P.O. BOX 2256 WICHITA, KS 67201

CHARLES C KOCH P.O. BOX 2256 WICHITA, KS 67201

TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION

PRESIDENT/DIRECTOR 1. 00

SECRETARY 1. 00

TREASURER 1. 00

DIRECTOR .25

DIRECTOR .25

DIRECTOR .25

GRAND TOTALS

8992FT K932 1/21/2014 11: 35: 05 AM V 12-7 .12 85651 ------ - ---- ---

COMPENSATION

0

0

0

0

0

0

D

48-0935963

ATTACHMENT 6

CONTRIBUTIONS EXPENSE ACCT TO EMPLOYEE BENEFIT PLANS

0

0

0

0

0

0

Q

AND OTHER ALLOWANCES

0

0

0

0

0

0

Q


CLAUDE R LAMBE CHARITABLE FOUNDATION

FORM 990PF PPRT XV - GRANTS AND CONTRTRJTTTONS PAID DIIRING THE' YJ:"AR

RECIPIENT NAME AND ADDRESS

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

P O BOX 770001

CINCINNATI, OH 45277-0053

8992FT K932 1/21/2014 11 35 05 AM

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR

AND

FOUNDATION STATUS OF RECIPIENT

PUBLIC

V 12-7 12 85651

48-0935563

ATTACHMENT 7

PURPOSE OF GRANT OR CONTRIBUTION

GENERAL SUPPORT

TOTAL CONTRIBUTIONS PAID

ATTACHMENT 7

PAGE 21

AMOUNT

2,296,771

2 296 771

ii I

I

11 I

I

CLAUDE R LAMBE CHARITABLE FOUNDATION

FORM 990P'F PP.RT XV - CONTRIETJTTONS P.PPRO\TFD FOR E"'IITJJRF' PP.YMFNT

RECIPIENT NAME AND ADDRESS

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

P O BOX 770001

CINCINNATI, OH 45277-0053

8992FT K932 1/21/2014 11 35 05 AM

RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR

AND

FOUNDATION STATUS OF RECIPIENT

PUBLIC

V 12-7 12 85651

48-0935563

ATTfil:HME.NT__

PURPOSE OF GRANT_ OR CONTRIBUTION

GENERAL SUPPORT

TOTAL CONTRIBUTIONS APPROVED

ATTACHMENT 8

PAGE 22

..

AMOUNT

2,822

2-R22

Form 8868 (Rev. 1-2013) Page 2 • If you are filing for an Addltlonal (Not Automatic) 3-Month Extension, complete only Part II and check this box •••••••• .,.. liJ Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868. • If ou are filin for an Automatic 3-Month Extension com lete onl Part I on a e 1 .

Additional Not Automatic 3-Month Extension of Time. Onl file the or" inal no co ies needed .

Type or print

Name of exempt organization or other filer, see instructions.

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

P.O. BOX 2256

Employer Identification number (EIN) or

48-0935563 Social sea.irtty number (SSN)

File by the due dalll for filing your retum. See Instructions

City, town or post office, state. and ZIP code. For a forei!11 address, see Instructions.

WICHITA, KS 67201-2256 Enter the Return code for the return that this a lication for each return ............ 4 Application Return Return Is For Code Code Form 990 or Form 990-EZ 01 Form 990-BL 02 Form 1041-A 08 Form 4720 individua 03 Form 4720 09 Form 990-PF 04 Form 5227 10 Form 990-T sec. 401 a 05 Form 6069 11

06 Form 8870 12 STOPI Do not complete Part II if you were not already granted an automatic 3-month extension on a previously flied Form 8868 •

• The books are in the care of .... THE ORGANIZATION ------------------------------Te I e phone No..... 316 828-6768 FAX No ..... -------------

• If the organization does not have an office or place of business in the United States, check this box • • • • • • • • • ·• • • • • • .,.. D • If this is for a Group Return, enter the organization's four digit Group E>eemption Number (GEN) . If this is for the whole group, check this box •••••• .,.. D . If it is for part of the group, check this box ••••••• .,.. D and attach a list with the names and EINs of all members the extension is for. 4 I request an additional 3-month extension of time until o 2 I 1 7 , 20 ..l!._ 5 For calendar year ___ • or other tax year beginning 01/01 , 20 13 , and endi.']l., 03/31 , 20..!2_ 6 If the tax year entered in line 5 is for less than 12 months, ct,eck reason: D Initial return ii] Final return

D Change in accounting period 7 State in detail why you need the extension ADDITIONAL TIME IS REQUIRED TO ACCUMULATE THE

INFORMATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN.

8a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. 8a $

b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and ,: estimated tax payments made. Include any prior year overpayment allowed as a credit and any i .

0

amount paid previously with Form 8868. 8b $ 2,829. c Balance Due. Subtract line 8b from line Ba. Include your payment with this form, if required, by using EFTPS

(Electronic Federal Tax Payment System). See instructions. 8c $ 0 . Signature and Verification must be completed for Part II only.

Under penalties of perjury, I declant that I haw examined this form, lndudlng accompanying schedules and statements, and to the best of my knowledge and belief, it Is true, correct, and complete, and that I am authorized to prepare this form.

JSA

2F8055 2.000 ~ ~RQQ?l<''l" T<Q~?___1n!:!_q/?n12___ ,, .n,;:.n_(l___zu,~_ u __ .1?-7'1.'~

Form 8868 (Rev. 1-2013)

- n'J\rto- ..,-

Documents

Claude R Lambe Charitable Foundation 480935563 2012 0a025892