STRATEGY STUDIO / PUBLIC DATA EXPLORER

LAWRENCE D BOS SR & E DOLORES: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LAWRENCE D BOS SR & E DOLORES (EIN 38-3393300)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-06
IRS object ID
201431269349101168
Schema version
2013v3.1
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)
Return2014-05-06T16:01:25-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GORT & KRAKER PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14475 WILSON AVENUE SW SUITE 7AddressLine1
CityGRANDVILLECity
StateMIState
ZIP Code49418ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383393300EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE D BOS SR & E DOLORESBusinessNameLine1
Business Name Line2BOS FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlLAWRBusinessNameControlTxt
Phone6167742031PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15396 MICHIGAN NEAddressLine1
CityADACity
StateMIState
ZIP Code49301ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAWRENCE D BOS SRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6167742031PhoneNum
Signature2014-04-29SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENDALL J GORTPreparerPersonNm
PTINP00235471PTIN
Phone6165302929PhoneNum
Preparation2014-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,897FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$742DividendsRevAndExpnssAmt
Dividends Net Invst Incm$742DividendsNetInvstIncmAmt
Dividends Adj Net Incm$742DividendsAdjNetIncmAmt
Total Rev And Expnss$5,742TotalRevAndExpnssAmt
Total Net Invst Incm$742TotalNetInvstIncmAmt
Total Adj Net Incm$742TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$840AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$14TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$874TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,374TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$632ExcessRevenueOverExpensesAmt
Net Investment Income$742NetInvestmentIncomeAmt
Adjusted Net Income$742AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,136CashBOYAmt
Cash EOY$13,762CashEOYAmt
Cash EOYFMV$13,762CashEOYFMVAmt
Corporate Stock BOY$19,641CorporateStockBOYAmt
Corporate Stock EOY$20,383CorporateStockEOYAmt
Corporate Stock EOYFMV$20,135CorporateStockEOYFMVAmt
Total Assets BOY$34,777TotalAssetsBOYAmt
Total Assets EOY$34,145TotalAssetsEOYAmt
Total Assets EOYFMV$33,897TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$34,777RetainedEarningBOYAmt
Retained Earning EOY$34,145RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$34,777TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$34,145TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$34,777TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$34,145TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,777TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$632ExcessRevenueOverExpensesAmt
Subtotal$34,145SubtotalAmt
Tot Net Ast Or Fund Balances EOY$34,145TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$28,861NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.138595DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,993AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$25,310NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.355314DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,493AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$26,808NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.316808DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$34,558NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.028937DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$20,970NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.238436DistributionYr5Rt
Total Distribution1.078090TotalDistributionRt
Average Distribution0.215618AverageDistributionRt
Net Vl Noncharitable Assets$32,970NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,109AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,116AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15InvestmentIncomeExciseTaxAmt
Subtotal$15SubtotalAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Tax Due$15TaxDueAmt

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
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAWRENCE D BOS SRIndividualWithBooksNm
Phone6167742031PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line185 CAMPAU NWAddressLine1
Address Line285 CAMPAU NWAddressLine2
CityGRAND RAPIDSCity
StateMIState
ZIP Code49501ZIPCode
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LAWRENCE D BOS SR
85 CAMPAU NW85 CAMPAU NWGRAND RAPIDSMI49501PRESIDENT/TR1.00$0$0$0
E DOLORES BOS
5396 MICHIGAN NE5396 MICHIGAN NEADAMI49301VP/SECRETARY1.00$0$0$0
MARY ELLEN SPRING
314 S BOWEN314 S BOWENJACKSONMI49203DIRECTOR1.00$0$0$0
LAWRENCE D BOS JR
85 CAMPAU NW85 CAMPAU NWGRAND RAPIDSMI49501DIRECTOR1.00$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$19,023AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,449AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,472TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$33,472AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$502CashDeemedCharitableAmt
Net Vl Noncharitable Assets$32,970NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,649MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,649MinimumInvestmentReturnAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Tax$15TotalTaxAmt
Distributable Before Adj$1,634DistributableBeforeAdjAmt
Distributable Before Ded$1,634DistributableBeforeDedAmt
Distributable As Adjusted$1,634DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,500ExpensesAndContributionsAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,634DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$3,970ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$7,167ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,741ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,571ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,449TotalExcessDistributionCyovAmt
Qualifying Distributions$5,500QualifyingDistributionsAmt
Applied To Current Year$1,634AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,866RemainingDistriFromCorpusAmt
Total Corpus$25,315TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$3,970ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$21,345ExcessDistriCyovToNextYrAmt
Excess From Year3$7,167ExcessFromYear3Amt
Excess From Year2$7,741ExcessFromYear2Amt
Excess From Year1$2,571ExcessFromYear1Amt
Excess From Current Year$3,866ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAWRENCE D E DOLORES BOSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOSPICE OF MICHIGAN
989 SPAULDING SEADAMI49301NONE501(C)(3)GENERAL SUPPORT$4,000
GRAND RAPIDS SYMPHONY
300 OTTAWA AVE NW STE 10GRAND RAPIDSMI49503NONE501(C)(3)GENERAL SUPPORT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$742ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$742ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$742TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonLAWRENCE DOLORES BOSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15296 MICHIGAN NEAddressLine1
CityADACity
StateMIState
ZIP Code49301ZIPCode
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$840Amt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (4 entries)

LAWRENCE D BOS SR
E DOLORES BOS
MARY ELLEN SPRING
LAWRENCE D BOS JR

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$20,383EOYBookValueAmt
EOYFMV$20,135EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FILING FEES$20

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLAWRENCE E DOLORES BOSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15396 MICHIGAN AVE NEAddressLine1
CityADACity
StateMIState
ZIP Code49301ZIPCode

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$14Amt