Lockwood W B Ta

990PF • Fiscal year 2011 • EIN 34-6515733

Jan 01, 2011 to Dec 31, 2011 • Filed on Oct 15, 2012

Organization Profile

P O Box 9465144101

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • <$500k nonprofits • Source year 2011

No value available

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

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

$59

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

-20%

Faster asset growth than 21% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$48,095

Down $12,266 (-20%) from 2010

Net Assets

Down

$48,095

Down $12,266 (-20%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$13,127

Down $9,134 (-41%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

Highlighted filing

2011

Assets$48,095

Liabilities$0

Net Assets$48,095

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue-

Expenses$13,127

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Oct 15, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PNC BANK NA	Trustee	-	$59	-	$59
W B LOCKWOOD	Appointing Committee	-	$0	-	-
W BRUCE LOCKWOOD JR	Appointing Committee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	EASTERN LONG ISLAND HOSPITAL	GENERAL SUPPORT	PUBLIC	GREENPORT, NY, US	$10,000
Paid Grant	MYSTIC SEAPORT MUSEUM INC	GENERAL SUPPORT	PUBLIC	MYSTIC, CT, US	$1,000
Paid Grant	HOSPICE OF SOUTHEASTERN CT	GENERAL SUPPORT	PUBLIC	MONTVILLE, CT, US	$1,000
Paid Grant	CUTCHOGUE CEMETERY	GENERAL SUPPORT	PUBLIC	CUTCHOGUE, NY, US	$1,000

Filing and Contact Details

Filer

EIN: 34-6515733

Raw XML Appendix366 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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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2010-06-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2008-10-20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	2
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	PNC BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	W B LOCKWOOD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	W BRUCE LOCKWOOD JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	APPOINTING COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	APPOINTING COMMITTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	P O BOX 139
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	P O BOX 3330
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	GROTON LNG PT
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	APPLICATION SHOULD BE IN LETTER FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	PNC BANK NA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	8883376465
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	YOUNGSTOWN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	OH
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	INCLUDE COPY OF IRS DETERMINATION LETTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	10000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	MYSTIC SEAPORT MUSEUM INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	HOSPICE OF SOUTHEASTERN CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	CUTCHOGUE CEMETERY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	EASTERN LONG ISLAND HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	0	ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO BOX 6000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	179 GALLIVAN LANE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	458 ALVAHS LN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	201 MANOR PL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	MYSTIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	MONTVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	CUTCHOGUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	GREENPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	06355
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	06382
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	11935
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	11944
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	13000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	2857
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	2857
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	17196
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	107524
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	146504
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	227595
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	63517
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	63517
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	509042
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	10223
IRS990PF/UndistributedIncome/ExcessFromYear1	0	17196
IRS990PF/UndistributedIncome/ExcessFromYear2	0	107524
IRS990PF/UndistributedIncome/ExcessFromYear3	0	146504
IRS990PF/UndistributedIncome/ExcessFromYear4	0	227595
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	13080
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	10223
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	572559
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	562336
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	50
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	0
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	50
OtherIncreasesSchedule/OtherIncreases/Amount	0	1
OtherIncreasesSchedule/OtherIncreases/Amount	1	4
OtherIncreasesSchedule/OtherIncreases/Description	0	POSTED CURR YR FOR PR YR
OtherIncreasesSchedule/OtherIncreases/Description	1	ROUNDING ADJUSTMENT
TaxesSchedule/Taxes/Amount	0	17
TaxesSchedule/Taxes/Amount	1	1
TaxesSchedule/Taxes/Category	0	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category	1	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	17
TaxesSchedule/Taxes/NetInvestmentIncome	1	1
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	346515733
ReturnHeader/Filer/Name/BusinessNameLine1	0	LOCKWOOD W B TA
ReturnHeader/Filer/NameControl	0	WBLO
ReturnHeader/Filer/Phone	0	8006228036
ReturnHeader/Filer/USAddress/AddressLine1	0	P O BOX 94651
ReturnHeader/Filer/USAddress/City	0	CLEVELAND
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	44101
ReturnHeader/Officer/DateSigned	0	2012-10-15
ReturnHeader/Officer/Name	0	JACKLYNN ANN BARRAS
ReturnHeader/Officer/Phone	0	8006228036
ReturnHeader/Officer/Title	0	TAX DIRECTOR
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-10-15T09:59:20-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $48,095
Liabilities: $0
Net assets: $48,095
Revenue: -
Expenses: $13,127
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2013Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$11.1	$59.6	$48.5
2012Detailed filing. Detailed filing data is available for this year.	$48.5	$0.00	$48.5		$0.80
2011Detailed filing. Detailed filing data is available for this year.	$48.1	$0.00	$48.1		$13.1
2010Detailed filing. Detailed filing data is available for this year.	$60.4	$0.00	$60.4		$22.3