Civic Intelligence

Lockerby Foundation

990PF • Fiscal year 2012 • EIN 20-0520664

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile
P O Box 101298532
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

42nd percentile

-2.4%

Faster asset growth than 42% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$176,152

Down $4,354 (-2.4%) from 2011

Net Assets

Down

$175,455

Down $4,810 (-2.7%) from 2011

Liabilities

Up

$697

Up $456 (+189%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$100,533

Up $76,145 (+312%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $180,107Liabilities 2010: $0Net Assets 2010: $180,1072010Assets 2011: $180,506Liabilities 2011: $241Net Assets 2011: $180,2652011Assets 2012: $176,152Liabilities 2012: $697Net Assets 2012: $175,4552012Assets 2013: $132,722Liabilities 2013: $1,030Net Assets 2013: $131,6922013Assets 2014: $142,900Liabilities 2014: $883Net Assets 2014: $142,0172014Assets 2015: $171,832Liabilities 2015: $728Net Assets 2015: $171,1042015Assets 2016: $287,705Liabilities 2016: $2,667Net Assets 2016: $285,0382016Assets 2017: $290,309Liabilities 2017: $320Net Assets 2017: $289,9892017Assets 2018: $303,327Liabilities 2018: $350Net Assets 2018: $302,9772018Assets 2019: $302,013Liabilities 2019: $403Net Assets 2019: $301,6102019Assets 2020: $321,535Liabilities 2020: $277Net Assets 2020: $321,2582020Assets 2021: $336,775Liabilities 2021: $0Net Assets 2021: $336,7752021Assets 2022: $250,797Liabilities 2022: $283Net Assets 2022: $250,5142022Assets 2023: $241,922Liabilities 2023: $0Net Assets 2023: $241,9222023Assets 2024: $131,392Liabilities 2024: $0Net Assets 2024: $131,3922024

Highlighted filing

2012

Assets$176,152
Liabilities$697
Net Assets$175,455
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KExpenses 2010: $45,3942010Expenses 2011: $24,3882011Expenses 2012: $100,5332012Revenue 2013: $23,150Expenses 2013: $66,913Net Income 2013: -$43,7632013Revenue 2014: $82,718Expenses 2014: $234,831Net Income 2014: -$152,1132014Revenue 2015: $37,359Expenses 2015: $55,788Net Income 2015: -$18,4292015Revenue 2016: $132,624Expenses 2016: $65,520Net Income 2016: $67,1042016Revenue 2017: $16,414Expenses 2017: $11,463Net Income 2017: $4,9512017Revenue 2018: $17,665Expenses 2018: $4,677Net Income 2018: $12,9882018Revenue 2019: $19,442Expenses 2019: $61,449Net Income 2019: -$42,0072019Revenue 2020: $20,359Expenses 2020: $711Net Income 2020: $19,6482020Revenue 2021: $21,665Expenses 2021: $108,860Net Income 2021: -$87,1952021Revenue 2022: $23,159Expenses 2022: $109,420Net Income 2022: -$86,2612022Revenue 2023: $24,166Expenses 2023: $81,890Net Income 2023: -$57,7242023Revenue 2024: -$76,764Expenses 2024: $84,768Net Income 2024: -$161,5322024

Highlighted filing

2012

Revenue-
Expenses$100,533
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 14, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN H SHAWVice President-$0--
GAIL L SHAWPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TO ADVANCE THE GOALS OF CENTRALIA COLLEGE.N/ACENTRALIA, WA, US$25,000
Paid Grant-TO ADVANCE THE GOALS OF CENTRALIA COLLEGE.N/ACENTRALIA, WA, US$23,603
Paid Grant-TO ADVANCE THE GOAL OF PROVIDING MEALS TO THOSE IN NEEDN/ACHEHALIS, WA, US$10,000
Paid Grant-CHILDREN'S MUSEUM EXHIBITS AND OTHER COMMUNITY PROJECTSN/ACHEHALIS, WA, US$10,000
Paid Grant-TO ADVANCE THE GOALS OF THE INDUSTRIAL PARK AT TRANSALTAN/ACENTRALIA, WA, US$8,000
Paid Grant-SUPPORT OF CHURCH ACTIVITIESN/ACHEHALIS, WA, US$8,000
Paid Grant-To support projects and improvements to athelectic facilities to support Centralia School District's studentsN/ACENTRALIA, WA, US$2,500
Paid Grant-SUPPORT LOCAL BOY SCOUTS OF AMERICA ACTIVITIESN/ATACOMA, WA, US$2,500
Filing and Contact Details

Filer

EIN
20-0520664
Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue141278
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0129246
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1919892
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MERRILL LYNCH ACCT 325-02012
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1MERRIL LYNCH ACCT 325-04171
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount018207
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome068752
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IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0147496
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IRS990PF/BalanceSheets/OtherLiabilitiesEOY0697
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IRS990PF/BalanceSheets/TotalNetAssetsBOY0180265
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome053894
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss02173
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0211951
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases0239442
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases022681
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0414897
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0180265
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0175455
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted038864
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj038864
IRS990PF/DistributableAmount/DistributableAmountBeforeDed038864
IRS990PF/DistributableAmount/MinimumInvestmentReturn039552
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0688
IRS990PF/DistributableAmount/TotalTax0688
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0688
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment09
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IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01059173
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0803095
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances015419
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0787676
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012046
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn039552
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0791049
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0803095
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CAROLYN H SHAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1GAIL L SHAW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 1012
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 1012
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHEHALIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CHEHALIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0WA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1WA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode098532
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode198532
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct037346
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets036658
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.04634
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.02718
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.06709
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.05916
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.04927
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.02901
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0791049
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10780258
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0688
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions097184
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1021209
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2042268
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3029846
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4030850
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5016694
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.23171
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions096496
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IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0688
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10GAIL SHAW
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03607488636
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10P O BOX 1012
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CHEHALIS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode098532
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
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IRS990PF/SupplementaryInformation/ContributingManager0CAROLYN H SHAW
IRS990PF/SupplementaryInformation/ContributingManager1GAIL L SHAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount110000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount38000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount423603
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount525000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount610000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount78000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0To support projects and improvements to athelectic facilities to support Centralia School District's students
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO ADVANCE THE GOAL OF PROVIDING MEALS TO THOSE IN NEED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SUPPORT LOCAL BOY SCOUTS OF AMERICA ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO ADVANCE THE GOALS OF THE INDUSTRIAL PARK AT TRANSALTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4TO ADVANCE THE GOALS OF CENTRALIA COLLEGE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5TO ADVANCE THE GOALS OF CENTRALIA COLLEGE.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHILDREN'S MUSEUM EXHIBITS AND OTHER COMMUNITY PROJECTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7SUPPORT OF CHURCH ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0CAAFF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1THE GREATER CHEHALIS FOOD BANK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2PACIFIC HARBORS COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3INDUSTRIAL PARK AT TRANSALTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4CENTRALIA COLLEGE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5CENTRALIA COLLEGE FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6FRIENDS OF THE CHEHALIS COMM RENAIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7CHEHALIS METHODIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101131 HARRISON AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 1311
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine124802 SOUTH 19TH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine131111 BIG HANAFORD RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14600 CENTRALIA COLLEGE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15600 CENTRALIA COLLEGE BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 957
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1716 MARKET BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CENTRALIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CHEHALIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2TACOMA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CENTRALIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4CENTRALIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5CENTRALIA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6CHEHALIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7CHEHALIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode098531
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode198532
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode298405
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode398531
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode498531
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode598531
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode698532
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode798532
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear089603
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear038864
IRS990PF/UndistributedIncome/AppliedToYear1029573
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted038864
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear028747
IRS990PF/UndistributedIncome/ExcessFromCurrentYear028747
IRS990PF/UndistributedIncome/QualifyingDistributions097184
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus028747
IRS990PF/UndistributedIncome/TotalCorpus028747
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear029573
IRS990ScheduleB/ContributorInfo/AggregateContributions0197310
IRS990ScheduleB/ContributorInfo/AggregateContributions142740
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10PO BOX 1012
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11P O BOX 1012
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0CHEHALIS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1CHEHALIS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0WA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1WA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode098532
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode198532
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0GAIL L AND CAROLYN H SHAW
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1GAIL L AND CAROLYN H SHAW
IRS990ScheduleB/ContributorInfo/ContributorNumber02
IRS990ScheduleB/ContributorInfo/ContributorNumber11
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/NoncashContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI02
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI11
IRS990ScheduleB/NoncashProperty/DateReceived02012-12-14
IRS990ScheduleB/NoncashProperty/DateReceived12012-11-30
IRS990ScheduleB/NoncashProperty/FairMarketValue0197310
IRS990ScheduleB/NoncashProperty/FairMarketValue142740
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription03000 SHARES BAXTER INTERNATIONAL
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription1500 SHARES EDWARDS LIFESCIENCES
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherDecreasesSchedule/OtherDecreases/Amount042492
OtherDecreasesSchedule/OtherDecreases/Amount1196950
OtherDecreasesSchedule/OtherDecreases/Description0DIFF BETWEEN MARKET AND COST BASIS OF DONATED STOCK RECIEVED
OtherDecreasesSchedule/OtherDecreases/Description1DIFF BETWEEN MARKET AND COST BASIS OF DONATED STOCK RECIEVED
OtherExpensesSchedule/OtherExpenses/Description0STATE RENEWAL FEE
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpenses/Description2HISTORICAL PRESERVATION
OtherExpensesSchedule/OtherExpenses/Description3EDUCATION
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps025
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps14151
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps23405
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02358
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks12358
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks24151
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks33405
OtherIncreasesSchedule/OtherIncreases/Amount022681
OtherIncreasesSchedule/OtherIncreases/Description0DIFF BETWEEN MARKET AND COST BASIS OF STOCK DONATIONS MADE
TaxesSchedule/Taxes/Amount0294
TaxesSchedule/Taxes/Amount1697
TaxesSchedule/Taxes/Category0FORIEGN TAX
TaxesSchedule/Taxes/Category1FEDERAL TAX
TaxesSchedule/Taxes/NetInvestmentIncome0294
TaxesSchedule/Taxes/NetInvestmentIncome1697
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0200520664
ReturnHeader/Filer/Name/BusinessNameLine10LOCKERBY FOUNDATION
ReturnHeader/Filer/NameControl0LOCK
ReturnHeader/Filer/Phone03607488636
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1012
ReturnHeader/Filer/USAddress/City0CHEHALIS
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098532
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-14
ReturnHeader/Officer/Name0GAIL L SHAW
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Thomas D Bradley PS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10550 N Market Blvd
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Chehalis
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode098532
ReturnHeader/Preparer/Name0Thomas D Bradley
ReturnHeader/Preparer/Phone03607488857
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T16:48:31-08:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$176,152
Liabilities
$697
Net assets
$175,455
Revenue
-
Expenses
$100,533
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.77$0.85$1.62
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.24$0.82$0.58
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.23$1.09$0.86
2021Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.22$1.09$0.87
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.21$0.20$0.01$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.19$0.61$0.42
2018Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.18$0.05$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.16$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.88$0.03$2.85$1.33$0.66$0.67
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$0.37$0.56$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.83$2.35$1.52
2013Detailed filing. Detailed filing data is available for this year.$1.33$0.01$1.32$0.23$0.67$0.44
2012Detailed filing. Detailed filing data is available for this year.$1.76$0.01$1.75$1.01
2011Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.80$0.24
2010Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.45