George J Capewell Fdn Trust No 3 in Providence, Rhode Island (RI)

George J Capewell Fdn Trust No 3
Employer Identification Number (EIN)	066066755
Name of Organization	George J Capewell Fdn Trust No 3
In Care of Name	Fleet Private Clients Group
Address	PO BOX 1802, Providence, RI 02901-1802
Activities	Non-exempt charitable trust described in section 4947(a)(1) of the Code
Subsection	4947(a)(1) - Private Foundation (Form 990PF Filer)
Ruling Date	12/1970
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	$50,000,000 to greater
Income	$10,000,000 to $49,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$52,810,339
Amount of Income	$23,030,870
Form 990 Revenue Amount	$2,669,567

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$4,812,443	$4,796,861	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$1,959,607
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$10,195
Other	$2,842,641
Total expenses and disbursements	$3,002,233	$261,614	$0	$2,746,161
Compensation of officers, directors, trustees, etc.	$275,953
Total operating and administrative expenses	$366,986	$261,614		$110,914
Contributions, gifts, grants paid	$2,635,247
Excess of revenue over expenses and disbursements	$1,810,210
Net investment income		$4,535,247
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$50,550,120	$59,009,582
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$47,479,295
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$3,070,825
Total liabilities	$0
Total liabilities and net assets/fund balances	$50,550,120

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$2,842,641
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	$45,352
Total credits and payments	$94,868
2012 estimated tax payments and 2011 overpayment credited to 2012	$94,868
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	$0
Overpayment	$49,516
Amount to be credited to 2013 estimated tax	$45,352

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	$58,304,737
Net value of noncharitable-use assets	$57,430,160
Minimum investment return	$2,871,508

Distributable Amount (for 2012)
Distributable amount	$2,826,156

Undistributed Income (for 2012)
Distributable amount for 2012	$2,826,156
Undistributed income for 2012. This amount must be distributed in 2013	$751,645

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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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Id	Name	Address	State	Established	Total Income
Other organizations in Rhode Island
1	George Francis Trust 6-990-1 First National Bk Of Boston Ttee	PO BOX 1802, Providence, RI 02901-1802	RI		$41,237
2	George Fuller Trust Uw 3-2013140	PO BOX 1802, Providence, RI 02901-1802	RI		$110,533
3	George Gardner & Fanny Whiting Blanchard Scholarship Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1944-12	$452,741
4	George Griffith Memorial Trust	PO BOX 1802, Providence, RI 02901-1802	RI	1989-03	$174
5	George H May Trust Uw Art 4 Eight, Bank Of America Na	PO BOX 1802, Providence, RI 02901-1802	RI		$108,486
6	George H Mowry Trust Udo Nect C/O Rhode Island Hosp Tr Natl	PO BOX 1802, Providence, RI 02901-1802	RI	1979-06	$654,591
7	George Hail Library	530 Main St, Warren, RI 02885-4368	RI	1973-11	$514,463
8	George Hanaford T/U/W	PO BOX 1802, Providence, RI 02901-1802	RI	1974-04	$293,205
9	George Holopigian Memorial Fund	PO BOX 1802, Providence, RI 02901-1802	RI	1974-04	$206,978
10	George J Capewell Fdn Trust No 2	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$18,738,051
11	George J Capewell Fdn Trust No 3	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$23,030,870
12	George J Capewell Memorial Fund	PO BOX 6768, Providence, RI 02940-6768	RI		$129,454
13	George L Draper Fund Trust, Fleet National Bank	PO BOX 1802, Providence, RI 02901-1802	RI		$115,132
14	George Landis Arboretum Uw Lape	PO BOX 1802, Providence, RI 02901-1802	RI	1988-07	$83,396
15	George Moller Scholarship Trust Uw 54-20002300	PO BOX 1802, Providence, RI 02901-1802	RI	1976-09	$128,038
16	George O Potter	PO BOX 1802, Providence, RI 02901-1802	RI	1974-04	$450,396
17	George P Furbush Tr, Bank Of America Na	PO BOX 1802, Providence, RI 02901-1802	RI		$214,449
18	George R Goodwin Tr Uw 383674 Fbo So Cong Church Nect	PO BOX 1802, Providence, RI 02901-1802	RI	1970-12	$810,606
19	George R Waln Trust Uw 20-0090	PO BOX 1802, Providence, RI 02901-1802	RI		$385,186
20	George R Wright For Charities	PO BOX 1802, Providence, RI 02901-1802	RI		$1,288,667

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