BETA

LOST MAN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LOST MAN FOUNDATION (EIN 30-6001097)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-08
IRS object ID
202121289349100522
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-08T14:15:53-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363122464PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PAQUETTE & COMPANY LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11208 W NORTHWEST HIGHWAYAddressLine1Txt
CityPALATINECityNm
State AbbreviationILStateAbbreviationCd
ZIP600671897ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306001097EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOST MAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2OLIDABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOSTBusinessNameControlTxt
Phone8479348900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 GERMONDS ROADAddressLine1Txt
CityWEST NYACKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10994ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL ROGERSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3126097077PhoneNum
Signature2020-04-28SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastROGERSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM GLADSTONEPreparerPersonNm
PTINP00716225PTIN
Phone8479348900PhoneNum
Preparation2021-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,229,978FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$81InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$81InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$36,585DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,585DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,665NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$287,827GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$481CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,881OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$88,212TotalRevAndExpnssAmt
Total Net Invst Incm$37,147TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$850AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$17,015OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,015OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,218TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,218TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$19,083TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,083TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$104,083TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,083TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,871ExcessRevenueOverExpensesAmt
Net Investment Income$18,064NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$78,465CashBOYAmt
Cash EOY$78,666CashEOYAmt
Cash EOYFMV$78,666CashEOYFMVAmt
Other Assets BOY$1,468,772OtherAssetsBOYAmt
Other Assets EOY$1,589,691OtherAssetsEOYAmt
Other Assets EOYFMV$2,151,312OtherAssetsEOYFMVAmt
Total Assets BOY$1,547,237TotalAssetsBOYAmt
Total Assets EOY$1,668,357TotalAssetsEOYAmt
Total Assets EOYFMV$2,229,978TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,547,237RetainedEarningBOYAmt
Retained Earning EOY$1,668,357RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,547,237TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,668,357TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,547,237TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,668,357TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,547,237TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,871ExcessRevenueOverExpensesAmt
Other Increases$136,991OtherIncreasesAmt
Subtotal$1,668,357SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,668,357TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$481CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$251InvestmentIncomeExciseTaxAmt
Subtotal$251SubtotalAmt
Tax Based On Investment Income$251TaxBasedOnInvestmentIncomeAmt
Tax Due$251TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksM PAQUETTEIndividualWithBooksNm
Phone8479348900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11208 W NORTHWEST HGHYAddressLine1Txt
Address Line21208 W NORTHWEST HGHYAddressLine2Txt
CityPALATINECityNm
State AbbreviationILStateAbbreviationCd
ZIP60067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL ROGERS
136 GERMONDS ROADWEST NYACKNY10994TRUSTEE000.00$0$0$0
CHRISTOPHER ROGERS
474 NE 5TH STBOCA RATONFL33432TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,863,915AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,798AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,938,713TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,938,713AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$29,081CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,909,632NetVlNoncharitableAssetsAmt
Minimum Investment Return$95,482MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$95,482MinimumInvestmentReturnAmt
Tax Based On Investment Income$251TaxBasedOnInvestmentIncomeAmt
Total Tax$251TotalTaxAmt
Distributable Before Adj$95,231DistributableBeforeAdjAmt
Distributable Before Ded$95,231DistributableBeforeDedAmt
Distributable As Adjusted$95,231DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,000ExpensesAndContributionsAmt
Qualifying Distributions$85,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$85,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$95,231DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$8,771ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$88,786ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,687ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$12,919ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$112,163TotalExcessDistributionCyovAmt
Qualifying Distributions$85,000QualifyingDistributionsAmt
Applied To Current Year$85,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$10,231ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$10,231ExcessDistributionCyovAppCYAmt
Total Corpus$101,932TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$101,932ExcessDistriCyovToNextYrAmt
Excess From Year4$87,326ExcessFromYear4Amt
Excess From Year3$1,687ExcessFromYear3Amt
Excess From Year1$12,919ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSCHEDULE ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11208 W NORTHWEST HGHYAddressLine1Txt
Address Line21208 W NORTHWEST HGHYAddressLine2Txt
CityPALATINECityNm
State AbbreviationILStateAbbreviationCd
ZIP60067ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusEXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENL CONTRIBGrantOrContributionPurposeTxt
Amt$85,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,585ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,865ExclusionAmt
Related Or Exempt Function Incm$31,800RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
BAIRD 0207 - NON DIV DIST14$5,350
BAIRD 6266 - NON DIV DIST14$25
BAIRD 4604 - NON DIV DIST14$35
BAIRD 3087 - NON DIV DIST14$471

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56,412ExclusionAmt
Related Or Exempt Function Incm$31,800RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$88,212TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPAQUETTECategoryTxt
Amt$850Amt
Net Investment Income$850NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
BAIRD - 46042020-01PURCHASE2020-12$4,377$5,074-$697
BAIRD - 46042019-01PURCHASE2020-12$29,640$26,100$3,540
BAIRD - 30872020-01PURCHASE2020-12$303$624-$321
BAIRD - 30872019-01PURCHASE2020-12$22,545$18,397$4,148
BAIRD - 62662020-01PURCHASE2020-12$339$412-$73
BAIRD - 62662019-01PURCHASE2020-12$9,067$9,063$4
BAIRD - 26592020-01PURCHASE2020-12$4,098$2,953$1,145
BAIRD - 26592019-01PURCHASE2020-12$37,552$30,086$7,466
BAIRD - 86912020-01PURCHASE2020-12$55,623$44,085$11,538
BAIRD - 86912019-01PURCHASE2020-12$73,598$45,946$27,652
BAIRD - 85532020-01PURCHASE2020-12$10,362$10,592-$230
BAIRD - 85532019-01PURCHASE2020-12$39,842$48,830-$8,988

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMUTUAL FUNDSDesc
BOY Book Value$1,468,772BOYBookValueAmt
EOY Book Value$1,589,691EOYBookValueAmt
EOYFMV$2,151,312EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BAIRD 0207 - NON DIV DIST$5,350
BAIRD 6266 - NON DIV DIST$25
BAIRD 4604 - NON DIV DIST$35
BAIRD 3087 - NON DIV DIST$471

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$136,991Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ADVISORY FEES - 8691$2,632$2,632
ADVISORY FEES - 8538$1,675$1,675
ADVISORY FEES - 4604$2,847$2,847
ADVISORY FEES - 3087$1,477$1,477
ADVISORY FEES - 8553$1,492$1,492
ADVISORY FEES - 6266$2,184$2,184
ADVISORY FEES - 2659$1,912$1,912
ADVISORY FEES - 0207$2,796$2,796

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN -BAIRD 4604$205$205
FOREIGN -BAIRD 2659$209$209
FOREIGN -BAIRD 8553$360$360
FOREIGN -BAIRD 0207$444$444

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