SC 13D/A 1 schedule13d.htm

Securities and Exchange Commission,

Washington, D.C. 20549

 

SCHEDULE 13D

 

Under the Securities Exchange Act of 1934

 

(Amendment No. 2)*

 

Boston Financial Qualified Housing Tax Credits L.P. IV

(Name of Issuer)

 

Limited Partnership Units

(Title of Class of Securities)

 

Not Applicable

(CUSIP Number)

 

Scott M. Herpich

LATHROP & GAGE L.C.

2345 Grand Avenue, Suite 2800

Kansas City, Missouri 64108-2684

(816) 292-2000

(Name, Address and Telephone Number of Person

Authorized to Receive Notices and Communications)

 

03/01/06

(Date of Event Which Requires Filing of This Statement)

 

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of § 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. 

Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See Rule 13d-7 for other parties to whom copies are to be sent.

*The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Everest Housing Investors 2, LP

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

WC

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

California.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

4,279 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

 

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

4,279 Units

With

 

 

 

 

(10)

Shared Dispositive Power

 

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              PN

 

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Everest Properties, Inc.

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

WC

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

California.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

4,279 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

 

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

4,279 Units

With

 

 

 

 

(10)

Shared Dispositive Power

 

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              CO

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

McDowell Investments, L.P.

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

WC

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

Missouri.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

730 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

 

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

730 Units

With

 

 

 

 

(10)

Shared Dispositive Power

 

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              PN

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

MGM Holdings, LLC

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

WC

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

Missouri.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

730 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

 

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

730 Units

With

 

 

 

 

(10)

Shared Dispositive Power

 

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              OO

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Bond Purchase, L.L.C.

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

WC; BK

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

Missouri.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

10,818.5 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

 

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

10,818.5 Units

With

 

 

 

 

(10)

Shared Dispositive Power

 

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              OO

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Park G.P., Inc.

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

WC

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

Missouri.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

55 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

 

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

55 Units

With

 

 

 

 

(10)

Shared Dispositive Power

 

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              CO

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Paco Development, L.L.C.

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

WC

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

Missouri.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

1,514 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

 

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

1,514 Units

With

 

 

 

 

(10)

Shared Dispositive Power

 

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              OO

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Anise, L.L.C.

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

WC

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

Missouri.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

3,134 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

 

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

3,134 Units

With

 

 

 

 

(10)

Shared Dispositive Power

 

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              OO

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

SLCas, L.L.C.

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

AF

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

Missouri.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

1,569 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

 

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

1,569 Units

With

 

 

 

 

(10)

Shared Dispositive Power

 

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              OO

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

David L. Johnson

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

AF

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

United States.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

 

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

12,387.5 Units

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

 

With

 

 

 

 

(10)

Shared Dispositive Power

12,387.5 Units

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              IN

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Sandra L. Castetter

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

AF

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

United States.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

 

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

12,387.5 Units

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

 

With

 

 

 

 

(10)

Shared Dispositive Power

12,387.5 Units

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              IN

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Christopher J. Garlich Trust

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

AF

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

United States.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

 

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

3,134 Units

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

 

With

 

 

 

 

(10)

Shared Dispositive Power

3,134 Units

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              IN

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Christopher J. Garlich, as trustee of the Christopher J. Garlich Trust

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

AF

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

United States.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

 

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

3,134 Units

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

 

With

 

 

 

 

(10)

Shared Dispositive Power

3,134 Units

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              IN

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Jose L. Evans

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

AF

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

United States.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

25 Units

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

3,134 Units

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

25 Units

With

 

 

 

 

(10)

Shared Dispositive Power

3,134 Units

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              IN

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

 

 

(1) Names of reporting Persons; I.R.S. Identification Nos. of Above Persons (entities only)

 

Denise Evans

 

 

 

 

(2) Check the appropriate box if a member of a Group (See Instructions)

 

(a)          x

(b)          o

 

 

 

 

 

(3) SEC Use Only

 

 

 

 

 

 

 

(4) Source of Funds (See Instructions)

 

AF

 

 

 

 

(5) Check if Disclosure of Legal Proceedings is Required Pursuant to Items 2(d) or 2(e) o

 

 

 

 

(6) Citizenship or Place of Organization

 

United States.

 

 

 

 

 

 

 

 

Number of Shares

(7)

Sole Voting Power

 

Beneficially

 

 

 

Owned by Each

(8)

Shared Voting Power

3,134 Units

Reporting

 

 

 

Person

(9)

Sole Dispositive Power

 

With

 

 

 

 

(10)

Shared Dispositive Power

3,134 Units

 

 

 

 

 

 

 

 

(11) Aggregate Amount Beneficially Owned by Each Reporting Person

 

 

 

20,555.5 Units *

 

(12) Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) o

 

 

 

 

(13) Percent of Class Represented by Amount in Row (11)

30.2% *

 

 

 

 

(14) Type of Reporting Person (See Instructions)                              IN

 

* By virtue of the Reporting Persons being a group, each member of the group is deemed to beneficially own all the Units held by other members of the group. However, unless otherwise provided, each Reporting Person disclaims any indirect beneficial ownership of Units owned by other individual members of the group except as resulting solely from the existence of the group.

 

 

 

 

This Amendment No. 2 ("Amendment No. 2") to the statement on Schedule 13D relates to units of limited partnership interests ("Units") of Boston Financial Qualified Housing Tax Credits L.P. IV, a Massachusetts limited partnership (the "Issuer"). The principal executive offices of the Issuer are located at 101 Arch Street, Boston, Massachusetts 02110.

 

Except as specifically provided herein, this Amendment No. 2 does not modify any of the information previously reported on the original statement on Schedule 13D.

 

Item 4. Purpose of the Transaction.

Subparagraph (b) of Item 4 is amended and restated to read as follows:

 

(b)       The preliminary proxy statement (referenced in subparagraph (d) of this Item 4) in connection with a consent solicitation contemplates removal of the current general partners and election of Everest Housing Management, LLC, as the successor general partner. A goal of Park in soliciting the consents is to elect Everest Housing Management, LLC as the successor general partner of the Partnership so that Everest Housing Management, LLC may sell and liquidate local limited partnership interests in a manner that would maximize cash distributions to the Limited Partners and limit the negative tax consequences to the Limited Partners.

 

Item 6. Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer.

The first paragraph of Item 6 is amended and restated to read as follows:

 

The information set forth in Item 4 of this Amendment No. 1 is incorporated by reference. Monte McDowell and Kevan Acord, each affiliates of McDowell Investments, and W. Robert Kohorst, an affiliate of Everest, each serve on the board of Maxus Realty Trust, Inc., a publicly traded real estate investment trust listed on the Nasdaq Stock Market ("MRTI"), along with David L. Johnson, who is also on the board and the chief executive officer of MRTI. The individuals also discuss potential investment opportunities from time to time, although not while they are carrying out business for MRTI. In addition, Maxus Properties, Inc. and Everest Housing Investors 2, LLC ("Everest") entered to an agreement pursuant to which Maxus Properties, Inc. agreed to perform consulting services for Everest to assist Everest in evaluating its holdings in the Partnership. Except as described in this Amendment No. 1, none of the Reporting Persons have any contract, arrangement, understanding or relationship (legal or otherwise) with any person with respect to the Units, including, but not limited to, transfer or voting of any such Units, finder's fees, joint ventures, loans or option arrangements, puts or calls, guarantees of profits, division of profits or losses, or the giving or withholding of proxies.

 

 

 

 

 

 

SIGNATURES

 

After reasonable inquiry and to the best of his knowledge and belief, each of the undersigned certifies that the information set forth in this statement is true, complete and correct.

 

 

EVEREST HOUSING INVESTORS 2, LP

 

 

 

By:        EVEREST PROPERTIES, INC.

 

General Partner

 

 

 

By: /s/ Christopher K. Davis

 

Christopher K. Davis, V.P. & General Counsel

 

 

 

Dated: March 8, 2006

 

 

 

 

 

EVEREST PROPERTIES, INC.

 

 

 

By: /s/ Christopher K. Davis

 

Christopher K. Davis, V.P. & General Counsel

 

 

 

Dated: March 8, 2006

 

 

 

 

 

MCDOWELL INVESTMENTS, L.P.

 

 

 

By:        MGM HOLDINGS, LLC

 

General Partner

 

 

 

By: /s/ Kevan D. Acord

 

Kevan D. Acord, Manager

 

 

 

Dated: March 8, 2006

 

 

 

 

 

MGM HOLDINGS, LLC

 

 

 

By: /s/ Kevan D. Acord

 

Kevan D. Acord, Manager

 

 

 

Dated: March 8, 2006

 

 

 

 

 

BOND PURCHASE, L.L.C.

 

 

 

By: /s/ David L. Johnson

 

David L. Johnson, Member

 

 

 

Dated: March 8, 2006

 

 

 

 

 

 

 

PARK G.P., INC.

 

 

 

By: /s/ DeAnn Duffield

 

DeAnn Duffield, President

 

 

 

Dated: March 8, 2006

 

 

 

 

 

PACO DEVELOPMENT, L.L.C.

 

 

 

By: /s/ DeAnn Duffield

 

DeAnn Duffield, Manager

 

 

 

Dated: March 8, 2006

 

 

 

 

 

ANISE, L.L.C.

 

 

 

By: /s/ Eric Lund

 

Eric Lund, Manager

 

 

 

Dated: March 8, 2006

 

 

 

 

 

SLCas, L.L.C

 

 

 

By: /s/ DeAnn Duffield

 

DeAnn Duffield, Manager

 

 

 

Dated: March 8, 2006

 

 

 

 

 

/s/ David L. Johnson

 

David L. Johnson

 

 

 

Dated: March 8, 2006

 

 

 

 

 

/s/ Sandra L. Castetter

 

Sandra L. Castetter

 

 

 

Dated: March 8, 2006

 

 

 

 

 

CHRISTOPHER J. GARLICH TRUST

 

 

 

By: /s/ Christopher J. Garlich

 

Christopher J. Garlich, Trustee

 

 

 

Dated: March 8, 2006

 

 

 

 

 

 

 

 

 

/s/ Christopher J. Garlich

 

Christopher J. Garlich, as sole trustee of the Christopher

 

J. Garlich Trust

 

 

 

Dated: March 8, 2006

 

 

 

 

 

/s/ Jose L. Evans

 

Jose L. Evans

 

 

 

Dated: March 8, 2006

 

 

 

 

 

/s/ Denise Evans

 

Denise Evans

 

 

 

Dated: March 8, 2006