Civic Intelligence

Lockerby Foundation

990PF • Fiscal year 2020 • EIN 20-0520664

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
550 N Market Blvd PO Box 957Chehalis, WA 98532

(503) 205-2548

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

97th percentile

97%

Higher net margin than 97% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

4.7%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$321,535

Up $19,522 (+6.5%) from 2019

Net Assets

Up

$321,258

Up $19,648 (+6.5%) from 2019

Liabilities

Down

$277

Down $126 (-31%) from 2019

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin97th percentile

Revenue

Up

$20,359

Up $917 (+4.7%) from 2019

Expenses

Down

$711

Down $60,738 (-99%) from 2019

Net Income

Up

$19,648

Up $61,655 (+147%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$321,535
Liabilities$277
Net Assets$321,258
Open 2020 Filing

Operations Trend

Revenue Growth70th percentile

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

2020

Revenue$20,359
Expenses$711
Net Income$19,648
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE M SHAWSecretary-$0--
CATHERINE SHAWPresident-$0--
Filing and Contact Details

Filer

Filer Name
Lockerby Foundation
EIN
20-0520664
Phone
5032052548
Address
550 N MARKET BLVD PO BOX 957, CHEHALIS, WA 98532

Signing Officer

Name
Catherine Shaw
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Menichelli & Associates PLLC
Address
550 N Market Blvd, Chehalis, WA 98532
Preparer
Peter Menichelli
Phone
3607488857
Raw XML Appendix204 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0146474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01735973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MERRIL LYNCH 325-04171 SCHEDULE ATTACHED
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt020298
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt061
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020359
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt020359
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt020359
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt020298
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020298
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020298
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt019648
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019925
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0273
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt020359
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0434
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0711
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt020359
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020359
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0434
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0711
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt019648
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0321258
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0301610
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0321258
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt085304
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt085304
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt085304
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt085581
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0277
IRS990PF/DistributableAmountGrp/TotalTaxAmt0277
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0277
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0277
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0277
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0600
IRS990PF/FMVAssetsEOYAmt01911033
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0403
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0146474
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0146474
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01735973
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0301610
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0321258
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0155539
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0175061
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0175060
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0302013
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0321535
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01911033
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0403
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0302013
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0321535
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0301610
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0321258
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01737691
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0164222
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01573469
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt026065
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt085581
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01711626
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01737691
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAWRENCE M SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CATHERINE SHAW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02460 WESTLAKE AVE N UNIT B
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16323 SW ASH CREEK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SEATTLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd098109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197219
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06323 SW ASH CREEK DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PORTLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097219
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CATHERINE SHAW
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032052548
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt085304
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085304
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1123
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1123
TaxesSchedule/TaxesDetail/Amt0277
TaxesSchedule/TaxesDetail/Amt1161
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0161
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE SHAW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCKERBY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOCK
ReturnHeader/Filer/EIN0200520664
ReturnHeader/Filer/PhoneNum05032052548
ReturnHeader/Filer/USAddress/AddressLine1Txt0550 N MARKET BLVD PO BOX 957
ReturnHeader/Filer/USAddress/CityNm0CHEHALIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098532
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0853585386
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Menichelli & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 N Market Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Chehalis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098532
ReturnHeader/PreparerPersonGrp/PhoneNum03607488857
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter Menichelli
ReturnHeader/ReturnTs02021-11-15T17:24:48-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CATHERINE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHAW
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,535
Liabilities
$277
Net assets
$321,258
Revenue
$20,359
Expenses
$711
Net income
$19,648
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