Nonprofit · EIN 20-0520664
LOCKERBY FOUNDATION
Tax-exempt · CHEHALIS, WA 98532
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | -$76,764 | $84,768 | -$161,532 | $131,392 | $0 | $131,392 |
| December 31, 2023 | 990-PF | $24,166 | $81,890 | -$57,724 | $241,922 | $0 | $241,922 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $24,197
- Interest
- $244
- Net gain from sales of assets
- -$101,205
Expenses
- Grants and similar amounts paid
- $76,020
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $83,303
- Excise tax on investment income
- $324
Balance sheet and other
- Total assets, start of year
- $241,922
- Total assets, end of year
- $131,392
- Total liabilities, end of year
- $0
- Net assets, end of year
- $131,392
- Fair market value of assets
- $1,329,404
- Qualifying distributions
- $83,303
- Net investment income
- $24,441
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE M SHAW 2683 SW 172ND ST, BURIEN, WA 98166 | SECRETARY | 0 | $0 |
| CATHERINE SHAW 6323 SW ASH CREEK DR, PORTLAND, OR 97219 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE M SHAW 2460 WESTLAKE AVE N UNIT B, SEATTLE, WA 98109 | Secretary | 0 | $0 |
| CATHERINE SHAW 6323 SW ASH CREEK DR, PORTLAND, OR 97219 | President | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 957, CHEHALIS, WA 98532-0957
- In care of
- % GAIL L SHAW
- Signed the 990-PF
- CATHERINE SHAW, PRESIDENT
- Phone
- (503) 310-6594
- Return prepared by
- MENICHELLI & ASSOCIATES PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0520664
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $131,392
- Income (IRS master file)
- $24,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | -$76,764 | $84,768 | $131,392 | IRS |
| 990-PF | December 2023 | $24,166 | $81,890 | $241,922 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0520664).
Questions about LOCKERBY FOUNDATION
- What is the EIN of LOCKERBY FOUNDATION?
- The employer identification number (EIN) of LOCKERBY FOUNDATION is 20-0520664.
- Is LOCKERBY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to LOCKERBY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOCKERBY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOCKERBY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCKERBY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LOCKERBY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does LOCKERBY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of -$76,764, expenses of $84,768 and total assets of $131,392 at year end.
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All nonprofits in CHEHALIS · Washington · Philanthropy, voluntarism and grantmaking foundations