LAWRENCE D BOS SR & E DOLORES: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE D BOS SR & E DOLORES (EIN 38-3393300)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201301299349100840
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T13:18:38-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORT & KRAKER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4475 WILSON AVENUE SW SUITE 7 | AddressLine1 |
| City | GRANDVILLE | City |
| State | MI | State |
| ZIP Code | 49418 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383393300 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE D BOS SR & E DOLORES | BusinessNameLine1 |
| Business Name Line2 | BOS FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAWR | NameControl |
| Phone | 6167742031 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5396 MICHIGAN NE | AddressLine1 |
| City | ADA | City |
| State | MI | State |
| ZIP Code | 49301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE D BOS SR | Name |
| Title | PRESIDENT | Title |
| Phone | 6167742031 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENDALL J GORT | Name |
| Phone | 6165302929 | Phone |
| Date Prepared | 2013-05-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 32799 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 701 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 701 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 701 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 10701 | TotalRevenueAndExpenses |
| Total Net Investment Income | 701 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 701 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 870 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 7 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 20 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 897 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4897 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5804 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 701 | NetInvestmentIncome |
| Adjusted Net Income | 701 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10032 | CashBOY |
| Cash EOY | 15136 | CashEOY |
| Cash EOYFMV | 15136 | CashEOYFMV |
| Investments Corp Stock BOY | 18941 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 19641 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 17663 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 28973 | TotalAssetsBOY |
| Total Assets EOY | 34777 | TotalAssetsEOY |
| Total Assets EOYFMV | 32799 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 28973 | RetainedEarningsBOY |
| Retained Earnings EOY | 34777 | RetainedEarningsEOY |
| Total Net Assets BOY | 28973 | TotalNetAssetsBOY |
| Total Net Assets EOY | 34777 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 28973 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 34777 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 28973 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5804 | ExcessOfRevenueOverExpenses |
| Subtotal | 34777 | Subtotal |
| Total Net Assets Fund Balances EOY | 34777 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8993 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 25310 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.355314 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 8493 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 26808 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.316808 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 34558 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.028937 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 20970 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.238436 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 17965 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.222655 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.162150 | TotalDistributionRatio |
| Average Distribution Ratio | 0.232430 | AverageDistributionRatio |
| Net Noncharitable Assets | 28861 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6708 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6715 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 14 | InvestmentIncomeExciseTax |
| Subtotal | 14 | Subtotal |
| Tax Based On Investment Income | 14 | TaxBasedOnInvestmentIncome |
| Tax Due | 14 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LAWRENCE D BOS SR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6167742031 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 CAMPAU NW | AddressLine1 |
| Address Line2 | 85 CAMPAU NW | AddressLine2 |
| City | GRAND RAPIDS | City |
| State | MI | State |
| ZIP Code | 49501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| LAWRENCE D BOS SR | |||||||||
| 85 CAMPAU NW | 85 CAMPAU NW | GRAND RAPIDS | MI | 49501 | PRESIDENT/TR | 1.00 | 0 | 0 | 0 |
| E DOLORES BOS | |||||||||
| 5396 MICHIGAN NE | 5396 MICHIGAN NE | ADA | MI | 49301 | VP/SECRETARY | 1.00 | 0 | 0 | 0 |
| MARY ELLEN SPRING | |||||||||
| 314 S BOWEN | 314 S BOWEN | JACKSON | MI | 49203 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LAWRENCE D BOS JR | |||||||||
| 85 CAMPAU NW | 85 CAMPAU NW | GRAND RAPIDS | MI | 49501 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 16717 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 12584 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 29301 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 29301 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 440 | CashDeemedCharitable |
| Net Noncharitable Assets | 28861 | NetNoncharitableAssets |
| Minimum Investment Return | 1443 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1443 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 14 | TaxBasedOnInvestmentIncome |
| Total Tax | 14 | TotalTax |
| Distributable Amount Before Adj | 1429 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1429 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1429 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4000 | ExpensesAndContributions |
| Qualifying Distributions | 4000 | QualifyingDistributions |
| Adj Qualifying Distributions | 4000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1429 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 3272 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3970 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 7167 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 7741 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 22150 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4000 | QualifyingDistributions |
| Applied To Current Year | 1429 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2571 | RemainingDistriFromCorpus |
| Total Corpus | 24721 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 3272 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 21449 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3970 | ExcessFromYear4 |
| Excess From Year2 | 7167 | ExcessFromYear2 |
| Excess From Year1 | 7741 | ExcessFromYear1 |
| Excess From Current Year | 2571 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE D E DOLORES BOS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HOSPICE OF MICHIGAN | |||||||
| 989 SPAULDING SE | ADA | MI | 49301 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| GRAND RAPIDS SYMPHONY | |||||||
| 300 OTTAWA AVE NW STE 10 | GRAND RAPIDS | MI | 49503 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $701 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $701 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 701 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | LAWRENCE DOLORES BOS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5296 MICHIGAN NE | AddressLine1 |
| City | ADA | City |
| State | MI | State |
| ZIP Code | 49301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $870 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| LAWRENCE D BOS SR |
| E DOLORES BOS |
| MARY ELLEN SPRING |
| LAWRENCE D BOS JR |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 19641 | EOYBookValue |
| EOYFMV | 17663 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| FILING FEES | 20 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LAWRENCE E DOLORES BOS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5396 MICHIGAN AVE NE | AddressLine1 |
| City | ADA | City |
| State | MI | State |
| ZIP Code | 49301 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | Category |
| Amount | $7 | Amount |