Civic Intelligence

Lockerby Foundation

990PF • Fiscal year 2013 • EIN 20-0520664

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization Profile
P O Box 101298532

(503) 205-2548

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$132,722

Down $43,430 (-25%) from 2012

Net Assets

Down

$131,692

Down $43,763 (-25%) from 2012

Liabilities

Up

$1,030

Up $333 (+48%) from 2012

Revenue And Expenses

Revenue

$23,150

No earlier filing loaded for comparison.

Expenses

Down

$66,913

Down $33,620 (-33%) from 2012

Net Income

-$43,763

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2013

Assets$132,722
Liabilities$1,030
Net Assets$131,692
Open 2013 Filing

Operations Trend

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

2013

Revenue$23,150
Expenses$66,913
Net Income-$43,763
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL L SHAWPast Pres-$0--
CAROLYN H SHAWSecretary-$0--
CATHERINE SHAWPresident-$0--
Filing and Contact Details

Filer

EIN
20-0520664
Phone
5032052548

Signing Officer

Name
Catherine Shaw
Title
President
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas D Bradley
Phone
3607488857
Raw XML Appendix308 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02660
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0THOMAS D BRADLEY
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02660
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0123563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01237268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRIL LYNCH ACCT 325-04171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MERRILL LYNCH ACCT 325-02012
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt019331
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03819
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt023150
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt023150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02660
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02660
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt024889
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03819
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt048500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt048500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt019331
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019331
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019331
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-43763
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0154627
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03819
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt022344
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt05558
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt03700
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt03700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010947
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011253
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt024889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt066107
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt066913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt023150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt017607
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0806
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03819
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05558
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-43763
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0131692
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0175455
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0131692
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt055913
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt055913
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt055913
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt056360
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0447
IRS990PF/DistributableAmountGrp/TotalTaxAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0447
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0447
IRS990PF/FMVAssetsEOYAmt01246427
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0697
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01030
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0166117
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0123563
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01237268
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0175455
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0131692
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010035
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09159
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09159
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0176152
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0132722
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01246427
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0697
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01030
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0176152
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0132722
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0175455
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0131692
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01144371
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt050061
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01094310
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt017166
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt056360
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01127205
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01144371
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GAIL L SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLYN H SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CATHERINE SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Past Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 1012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11PO BOX 1012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine126323 SW ASH CREEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CHEHALIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1CHEHALIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode098532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode198532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode297219
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt073197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt073420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt096496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt042268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt029846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt030850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.06494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.12199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.02718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01127205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0791049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0780258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0630002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0504525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0626147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt066107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.32469
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt066107
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt066107
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt066107
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine103400 US BANK TOWER111 SW FIFTH AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode097204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10CATHERINE SHAW
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032052548
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GAIL L SHAW
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CAROLYN H SHAW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STRATEGIC PLANNING AND FINANCIAL AUDIT OF THE CHEHALIS-CENTRALIA RAILROAD AND MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT LOCAL BOY SCOUTS OF AMERICA ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO ADVANCE THE GOAL OF PROVIDING MEALS TO THOSE IN NEED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHEHALIS MUNICIPAL SWIMMING POOL PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FRIENDS OF THE CHEHALIS COMM RENAIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1PACIFIC HARBORS COUNCIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE GREATER CHEHALIS FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CHEHALIS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10PO BOX 957
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine114802 SOUTH 19TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO BOX 1311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine13PO BOX 1608
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0CHEHALIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1TACOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2CHEHALIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3CHEHALIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode098532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode198405
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode298532
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode398532
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt048500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037360
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028747
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt018553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028747
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt018553
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010194
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010194
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066107
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010194
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt028747
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028747
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EDUCATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1HISTORICAL PRESERVATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3STATE RENEWAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05407
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15515
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0306
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05407
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15515
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2306
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
TaxesSchedule/TaxesDetail/Amt0461
TaxesSchedule/TaxesDetail/Amt139
TaxesSchedule/TaxesDetail/Amt2300
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FORIEGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0300
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0461
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt139
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10LOCKERBY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0200520664
ReturnHeader/Filer/PhoneNum05032052548
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1012
ReturnHeader/Filer/USAddress/City0CHEHALIS
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098532
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Thomas D Bradley PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10550 N Market Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Chehalis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098532
ReturnHeader/PreparerPersonGrp/PhoneNum03607488857
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas D Bradley
ReturnHeader/ReturnTs02014-11-17T14:51:45-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,722
Liabilities
$1,030
Net assets
$131,692
Revenue
$23,150
Expenses
$66,913
Net income
-$43,763
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