Lockerby Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEHALIS, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $131K in total assets. In 2024, it awarded 2 grants totaling $76K. Net investment income was $23K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$131K
-45.7% YoY
Annual Giving
$76K
+9.4% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$38K
+9.4% YoY
Under IRS private-foundation payout rules, Lockerby Foundation reported a distributable amount of $78K for 2024 — the minimum it must pay out in qualifying distributions.
About Lockerby Foundation
Based on IRS filings
Lockerby Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEHALIS, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $131K in total assets. In 2024, it awarded 2 grants totaling $76K. Net investment income was $23K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $131,392 | $241,922 | $250,797 |
| Revenue | $-76,764 | $24,166 | $23,159 |
| Expenses | $84,768 | $81,890 | $109,420 |
| Qualifying Distributions | $83,303 | $80,028 | $106,738 |
| Net Investment Income | $23,286 | $22,304 | $20,766 |
| Distributable Amount | $77,994 | $78,835 | $97,038 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Discover Children's Museum ($51,020), Chehalis Centralia Railroad ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHEHALIS CENTRALIA RAILROAD CHEHALIS, WA | GENERAL OPERATIONS | $25,000 |
| DISCOVER CHILDREN'S MUSEUM CHEHALIS, WA | GENERAL OPERATIONS | $51,020 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LAWRENCE M SHAW | SECRETARY | — | — |
| CATHERINE SHAW | PRESIDENT | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lockerby Foundation?
Lockerby Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHEHALIS, WA. It holds $131K in total assets as of 2024.
How large is Lockerby Foundation?
As of 2024, Lockerby Foundation holds $131K in total assets with $-76,764 in annual revenue. It awarded 2 grants totaling $76K in 2024.
Where does Lockerby Foundation operate?
Lockerby Foundation has awarded grants in Washington.
What size grants does Lockerby Foundation award?
In 2024, Lockerby Foundation awarded 2 grants totaling $76K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is Lockerby Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lockerby Foundation reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lockerby Foundation's EIN?
Lockerby Foundation's EIN (Employer Identification Number) is 20-0520664. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Lockerby Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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