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82949216714407 Form\' 990EZShort Form Return of Organization Exempt From Income Tax OMB No 154511502(117Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

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How to fill out split- interest trusts

01

Determine the type of split-interest trust you want to create (such as charitable remainder trust or charitable lead trust).

02

Select a trustee who will manage the trust assets and distributions.

03

Consult with an attorney or financial advisor to draft the trust agreement outlining the terms and conditions of the trust.

04

Fund the trust with assets, such as cash, securities, or real estate.

05

Follow the guidelines outlined in the trust agreement for making distributions to beneficiaries or charities.

Who needs split- interest trusts?

01

Individuals who want to benefit both their loved ones and charitable causes.

02

Charitable organizations looking for a way to receive donations and provide income to beneficiaries.

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Wealthy individuals looking for tax benefits and estate planning strategies.

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What is split- interest trusts?

A split-interest trust is a type of trust where the assets are split between different beneficiaries or different types of interests, such as income interest and remainder interest.

Who is required to file split- interest trusts?

Split-interest trusts are required to be filed by tax-exempt organizations that hold split-interest trusts, such as charitable remainder trusts and charitable lead trusts.

How to fill out split- interest trusts?

Split-interest trusts must be filled out using Form 5227, which requires information about the trust, its beneficiaries, and the amounts distributed to each beneficiary.

What is the purpose of split- interest trusts?

The purpose of split-interest trusts is to allow for the distribution of income to one beneficiary while preserving the principal for another beneficiary, typically a charity.

What information must be reported on split- interest trusts?

Information that must be reported on split-interest trusts includes the trust's income, expenses, distributions, and the fair market value of the assets in the trust.

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