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Caution: DRAFT FORM This is an advance proof copy of an IRS tax form. It is subject to change and OMB approval before it is officially released. You can check the scheduled release date on our website

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How to fill out form 5227 page 1

01

Read the instructions provided on the top of the form carefully.

02

Enter your organization's name and address in the designated fields.

03

Provide your organization's employer identification number (EIN).

04

Indicate the type of organization and check the applicable box (e.g., Trust, Private Foundation).

05

Fill out the sections related to the organization's foundation status and activities.

06

Complete the required fields for financial information, including assets and liabilities.

07

Answer the questions regarding your organization's gross investment income and its distribution.

08

Provide information about any grants or assistance your organization has provided.

09

Complete the remaining sections, including the signature and date fields.

10

Review the filled-out form carefully to ensure accuracy.

11

Make copies of the completed form for your records.

12

Submit the original form to the appropriate tax authority.

Who needs form 5227 page 1?

01

Organizations classified as private foundations

02

Trusts

03

Certain exempt organizations with taxable income

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What is form 5227 page 1?

Form 5227 page 1 is the Split-Interest Trust Information Return, used by trusts that are split-interest trusts to report their financial activities.

Who is required to file form 5227 page 1?

Trusts that are split-interest trusts and meet certain criteria are required to file form 5227 page 1.

How to fill out form 5227 page 1?

Form 5227 page 1 must be completed with details regarding the trust's income, distributions, and other financial information as outlined in the instructions provided by the IRS.

What is the purpose of form 5227 page 1?

The purpose of form 5227 page 1 is to report information about the financial activities of split-interest trusts to the IRS.

What information must be reported on form 5227 page 1?

Form 5227 page 1 requires information on the trust's income, distributions, contributions, charitable activities, and other financial details.

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