California Form 541-B - Charitable Remainder And Pooled Income Trusts - 2008 Page 5

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Schedule A – Distributions, Assets, and Donor Information

Part I Accumulation Schedule (IRC Section 664 only)

Accumulations

(a)

(b)

(c)

Ordinary income

Capital gains (losses)

Nontaxable income

Total distributable income.

Enter the amount from Side 2, Part III, line 29. . . . . . . . . . .

2a Total distributions for 2008: _____________________

2b 2008 distributions from income. . . . . . . . . . . . . . . . . . . . . .

Undistributed income at end of tax year.

Subtract line 2b from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . .

Part II-A Current Distributions Schedule (IRC Section 664 trust only)

(a)

(b)

(c)

Name of recipient

Identifying number

Percentage of total unitrust amount payable (if applicable)



(d)

(e)

(f)

(g)

(h)

Ordinary income

Capital gains

Nontaxable income

Corpus

Total. Add cols. (d) through (g)



Total

If Part II-A Total, column (h) does not agree with line 61b for a CRAT or line 68 for a CRUT, check here and attach explanation. . . . . . . . . . . . . . . . . . . . . . . . . .

Part II-B Current Distributions (charitable lead trust or pooled income funds only)

Enter the amount required to be paid to private beneficiaries for 2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $______________________

Part III Assets and Donor Information

Is this the initial return or were additional assets contributed to the trust in 2008?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

If “Yes,” complete the schedule below.

If “No,” complete only column (a) of the schedule below.

(a)

(b)

(c)

Name and address of donor

Description of each asset donated

FMV of each asset on date of donation

Total. Add lines 7a through 7c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E

Form 541-B

2008