Capewell Family Tr U A in Providence, Rhode Island (RI)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Rhode Island
| Capewell Family Tr U A | |
| Employer Identification Number (EIN) | 066026354 |
| Name of Organization | Capewell Family Tr U A |
| In Care of Name | Fleet National Bank |
| Address | PO BOX 1802, Providence, RI 02901-1802 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $100,000 to $499,999 |
| Income | $500,000 to $999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $393,437 |
| Amount of Income | $549,117 |
| Form 990 Revenue Amount | $31,558 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $42,635 | $42,635 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $10,334 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $13 | |||
| Other | $32,288 | |||
| Total expenses and disbursements | $18,805 | $3,294 | $0 | $15,232 |
| Compensation of officers, directors, trustees, etc. | $5,259 | |||
| Total operating and administrative expenses | $6,521 | $3,294 | $2,948 | |
| Contributions, gifts, grants paid | $12,284 | |||
| Excess of revenue over expenses and disbursements | $23,830 | |||
| Net investment income | $39,341 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $391,568 | $378,793 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $387,422 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,146 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $391,568 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $32,288 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $787 |
| Total credits and payments | $284 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $284 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $503 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $370,686 |
| Net value of noncharitable-use assets | $365,120 |
| Minimum investment return | $18,256 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,469 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,469 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,995 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Rhode Island | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Camille Lang Rathbun Fund | PO BOX 1802, Providence, RI 02901-1802 | RI | 1994-12 | $1,347,476 |
| 2 | Camp Davis | 90 Ives St, Providence, RI 02906-3827 | RI | 1985-06 | $392,968 |
| 3 | Camp Ker-Anna | 1030 Dexter St, Central Falls, RI 02863-1717 | RI | 1982-07 | $265,098 |
| 4 | Camp Ramleh | PO BOX 1910, Newport, RI 02840-0190 | RI | 1990-11 | $32,912 |
| 5 | Camp Ruggles Inc | 133 Stone Dam Rd, N Scituate, RI 02857-2605 | RI | 1975-04 | $198,262 |
| 6 | Camp Street Community Ministries Inc | 194 Camp St, Providence, RI 02906-1836 | RI | 1992-06 | $28,296 |
| 7 | Canadian Universal Insurance Company Bankruptcy | 235 Promenade St, Providence, RI 02908-5734 | RI | 1995-08 | $2,127,293 |
| 8 | Cane Child Development Center | 281 Post Rd, Wakefield, RI 02879-7507 | RI | 1977-02 | $324,805 |
| 9 | Canonsburg Corporation, Phi Kappa Psi Fraternity Alumni Hou | 34 Lower College Rd, Kingston, RI 02881-1308 | RI | 2008-05 | $165,567 |
| 10 | Cape Verdean Museum Exhibit | Po Box 14187, East Providence, RI 02914 | RI | 2003-07 | $8,694 |
| 11 | Capewell Family Tr U A | PO BOX 1802, Providence, RI 02901-1802 | RI | $549,117 | |
| 12 | Capewell Gar Uw Htfd Hospital Etl 1 | PO BOX 1802, Providence, RI 02901-1802 | RI | $9,590,146 | |
| 13 | Capital City Community Centers Inc, Linda Dewolf | 249 Roosevelt Ave Unit 205, Pawtucket, RI 02860-2134 | RI | 1947-06 | $246,359 |
| 14 | Captain Cates Scholarship Trust | PO BOX 1802, Providence, RI 02901-1802 | RI | $97,294 | |
| 15 | Cara Estates Inc | PO BOX 36, Pawtucket, RI 02862-0036 | RI | 1995-01 | $139,193 |
| 16 | Carelink Inc | 225 Chapman St, Providence, RI 02905-4533 | RI | 1998-10 | $4,850,275 |
| 17 | Carelink Pace Organization, Pace Organization Of Rhode Island | 225 Chapman Street, Providence, RI 02905-4533 | RI | 2005-04 | $17,150,971 |
| 18 | Carenet-Rhode Island | 35 Greenwich St, Providence, RI 02907-2534 | RI | 1992-06 | $408,554 |
| 19 | Caritas Inc | 166 Pawtucket Ave, Pawtucket, RI 02860-3811 | RI | 1976-10 | $1,833,062 |
| 20 | Carl & Ann Hirsch Family Charitable Foundation | PO BOX 1802, Providence, RI 02901-1802 | RI | 2000-10 | $238,219 |
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