California Form 541-B - Charitable Remainder And Pooled Income Trusts - 2010

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TAXABLE YEAR
CALIFORNIA FORM
Charitable Remainder and Pooled Income Trusts
2010
541-B
Name of trust
FEIN
-
Name of trustee(s)
Date trust created
M
M
D
D
Y
Y
Y
Y
Address (suite, room, PO Box, or PMB no.)
Check whether:
(1)
Charitable lead trust
(2)
Charitable remainder annuity trust
City
State
ZIP Code
-
(3)
Charitable remainder unitrust
(4)
Pooled income fund (5)
Other
Gross Income
Fair Market Value (FMV) of assets at end of tax year
Check the applicable box:
Initial Return
Final Return
Amended Return
New Trustee
New Address
Part I
Income and Deductions (All Trusts complete Sections A through D)
Section A – Ordinary Income
 Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

00
2a Ordinary dividends . (including qualified dividends) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2a
00
b Qualified dividends (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2b
00
3 Business income (or loss) . Attach federal Schedule C or C-EZ (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
00
4 Rents, royalties, partnerships, other estates and trusts, etc . Attach federal Schedule E (Form 1040) . . . . . . . . . . . . . . . .
4
00
5 Farm income (or loss) . Attach federal Schedule F (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
00
6 Ordinary gain (or loss) . Attach Schedule D-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
00
7 Other income . State nature of income ____________________________________________________________ . . . .
7
00
8 Total ordinary income . Add lines 1, 2a, and 3 through 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
00
Section B – Capital Gains (Losses)
9 Net capital gain (loss) from Schedule D (541) line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
00
0 Add unused capital loss carryover from Schedule D (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
0
00
 Unrecaptured IRC Section 1250 gain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

00
2 Total capital gains (losses) . Combine lines 9 and 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
00
Section C – Nontaxable Income
3 Tax-exempt interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
00
4 Other nontaxable income . List type and amount _________________________________________________________
4
00
5 Total nontaxable income . Add lines 13 and 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
00
Section D – Deductions
6 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
00
7 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
00
8 Trustee fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
00
9 Attorney, accountant, and return preparer fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
00
20 Other allowable deductions . Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20
00
2 Total (Add lines 16 through 20) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
00
22 Charitable deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
00
Section E – Deductions Allocable to Income Categories (IRC Section 664 trust only)
23a Enter the amount from line 21 allocable to ordinary income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23a
00
b Subtract line 23a from line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
23b
00
24a Enter the amount from line 21 allocable to capital gains (losses) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24a
00
b Subtract line 24a from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24b
00
25a Enter the amount from line 21 allocable to nontaxable income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25a
00
b Subtract line 25a from line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25b
00
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
Please
true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Sign
Date
Trustee’s SSN/FEIN
___________________________________________________________
Here
Signature of trustee or officer representing trustee
Date
Paid preparer’s PTIN/SSN
Check if self-
Preparer’s
employed 
signature
Paid
Preparer’s
FEIN
-
Firm’s name
Use Only
(or yours, if
self-employed)
and address
May the FTB discuss this return with the preparer shown above (see instructions)?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
No
Mail return to: FRANCHISE TAX BOARD, PO BOX 942840, SACRAMENTO CA 94240-0002
Form 541-B
2010 Side 
7021103
For Privacy Notice, get form FTB 1131.
C1

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