Lockerby Foundation
- Assets
- $336.8k
- Revenue
- $21.7k
- Investments
- $146.5k
- Employees
- 0
- Location
- Chehalis, WA
- Founding
- 06/2004
- Data as of
- 12/2021
- EIN
- 20-0520664
Organization Overview
Lockerby Foundation is located in Chehalis, WA. The organization was established in 2004. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lockerby Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Lockerby Foundation generated $21.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (7.5%) each year. All expenses for the organization totaled $108.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lawrence M Shaw Secretary | 0 | $0 | |
Catherine Shaw President | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $22 |
| Dividends & Interest | $21,643 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $21,665 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $21 |
| Taxes | $448 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $5,655 |
| Total operating and administrative expenses | $6,124 |
| Contributions, gifts, grants paid | $102,736 |
| Total expenses and disbursements | $108,860 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $190,318 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $6 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $336,775 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Lockerby Foundation has awarded $406,292 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
FRIENDS OF THE CHEHALIS COMM RENAIS PURPOSE: STRATEGIC PLANNING AND FINANCIAL AUDIT OF THE CHEHALIS-CENTRALIA RAILROAD AND MUSEUM | $74,880 |
FRIENDS OF THE CHEHALIS COMM RENAIS PURPOSE: STRATEGIC PLANNING AND FINANCIAL AUDIT OF THE CHEHALIS-CENTRALIA RAILROAD AND MUSEUM | $74,880 |
Chehalis, WA PURPOSE: CHEHALIS MUNICIPAL SWIMMING POOL PROJECT | $61,182 |
Centralia, WA PURPOSE: TO ADVANCE THE GOALS OF CENTRALIA COLLEGE. | $41,184 |
Centralia, WA PURPOSE: TO ADVANCE THE GOALS OF CENTRALIA COLLEGE. | $41,184 |
Chehalis, WA PURPOSE: CHEHALIS MUNICIPAL SWIMMING POOL PROJECT | $40,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bezos Family Foundation Seattle, WA | $130,746,152 | $60,417,966 |
Holland M Ware Charitable Foundation Eagle, ID | $219,618,856 | $24,900,954 |
Raikes Foundation Seattle, WA | $117,221,519 | $16,360,598 |
Aldarra Foundation Seattle, WA | $1,907,346 | $20,570,824 |
James F And Marion L Miller Foundation Portland, OR | $164,280,841 | $30,090,803 |
Gary E Milgard Family Foundation-Cari Tacoma, WA | $114,220,911 | $3,602,287 |
Samis Foundation Seattle, WA | $93,922,239 | $13,751,752 |
Greg Carr Foundation Inc Idaho Falls, ID | $40,032,587 | $6,894,106 |
The Russell Family Foundation Gig Harbor, WA | $102,077,149 | $6,093,203 |
Mckenzie River Gathering Foundation Portland, OR | $17,520,565 | $8,839,824 |
Gary E Milgard Family Foundation - Mark Tacoma, WA | $117,467,534 | $7,345,386 |
The Sarkowsky Family Charitable Foundation Seattle, WA | $565,957 | $3,012,734 |