LAWRENCE D BOS SR & E DOLORES: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE D BOS SR & E DOLORES (EIN 38-3393300)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-01
- IRS object ID
- 201721529349100512
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-01T12:17:08-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383127881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORT & KRAKER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4475 WILSON AVENUE SW SUITE 7 | AddressLine1Txt |
| City | GRANDVILLE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383393300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE D BOS SR & E DOLORES | BusinessNameLine1Txt |
| Business Name Line2 | BOS FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 6167742031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 CAMPAU AVE NW RM/STE 400 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE D BOS SR | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 6167742031 | PhoneNum |
| Signature | 2017-05-18 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENDALL J GORT | PreparerPersonNm |
| PTIN | P00235471 | PTIN |
| Phone | 6165302929 | PhoneNum |
| Preparation | 2017-05-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | A3106B144FB9C5CEB8BB5E62A767E099B12AA356 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3106B144FB9C5CEB8BB5E62A767E099B12AA356 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $6 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,613 | CashBOYAmt |
| Corporate Stock BOY | $21,933 | CorporateStockBOYAmt |
| Total Assets BOY | $37,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $37,546 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,546 | ExcessRevenueOverExpensesAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,867 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.179253 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,990 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,531 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.297933 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,970 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.166818 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,861 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.138595 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,993 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,310 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.355314 | DistributionYr5Rt |
| Total Distribution | 1.137913 | TotalDistributionRt |
| Average Distribution | 0.227583 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $36,218 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,243 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAWRENCE D BOS SR | IndividualWithBooksNm |
| Phone | 6167742031 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 CAMPAU NW STE 400 | AddressLine1Txt |
| Address Line2 | 55 CAMPAU NW STE 400 | AddressLine2Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE D BOS SR | |||||||||
| 55 CAMPAU NW STE 400 | 55 CAMPAU NW STE 400 | GRAND RAPIDS | MI | 49503 | PRESIDENT/TR | 000.00 | $0 | $0 | $0 |
| E DOLORES BOS | |||||||||
| 55 CAMPAU NW STE 400 | 55 CAMPAU NW STE 400 | GRAND RAPIDS | MI | 49503 | VP/SECRETARY | 000.00 | $0 | $0 | $0 |
| MARY ELLEN SPRING | |||||||||
| 314 S BOWEN | 314 S BOWEN | JACKSON | MI | 49203 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LAWRENCE D BOS JR | |||||||||
| 55 CAMPAU NW STE 400 | 55 CAMPAU NW STE 400 | GRAND RAPIDS | MI | 49503 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,770 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $36,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,811 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,811 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $1,811 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,811 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,811 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,550 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,550 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,811 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $7,741 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,571 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,333 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,523 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,034 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,550 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,811 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,739 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,773 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,741 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,032 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,571 | ExcessFromYear4Amt |
| Excess From Year3 | $3,866 | ExcessFromYear3Amt |
| Excess From Year2 | $8,333 | ExcessFromYear2Amt |
| Excess From Year1 | $4,523 | ExcessFromYear1Amt |
| Excess From Current Year | $35,739 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNABAS FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 3 MILE RD NW 150 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $37,550 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL FUNDS AND INVESTMENTS IN THIS FOUNDATION WERE DISTRIBUTED TO A NON- PROFIT ORGANIZATION KNOWN AS THE BARNABAS FOUNDATION. IT IS LOCATED AT 600 3 MILE RD NW, STE 150, GRAND RAPIDS, MI 49544 | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| ANNUAL MANAGEMENT FEE | $2 |