TAXABLE YEAR
CALIFORNIA FORM
1998
Trust Accumulation of Charitable Amounts
541-A
For calendar years only.
Name of trust
Federal employer identification number (FEIN)
–
Name of trustee(s)
This return must be filed on or before
April 15, 1999. Mail to:
Address of each trustee (number and street, including suite number or rural route)
FRANCHISE TAX BOARD
PO BOX 942840
SACRAMENTO CA 94240-0000.
City, town or post office
State
ZIP Code
–
DO NOT ATTACH TO FORM 541
(If more space is needed, please attach a separate list.)
ANSWER THESE QUESTIONS:
M
M
D
D
Y
Y
Y
Y
1 Date trust was created
5 Have you filed a return on Form 541 for the year covered by this
2 Is any trustee a resident of California?
Yes
No
return?
Yes
No
3 Was the grantor or creator of the trust a resident of California during the
6 Do any of the amounts shown on the face of this return differ from the
taxable year of the trust?
Yes
No
corresponding amounts reported on federal Form 1041-A?
4 Name and address of grantor
Yes
No
(attach a schedule explaining the differences)
7 Are you required to file a federal return Form 990-T for the unrelated
business and/or lease indebtedness income?
Yes
No
Part I Income and Deductions. See instructions for Form 541. If total income is $25,000 or less, skip line 1 through line 9.
1
Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
2
Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
I
3
Business income or (loss). Attach federal Schedule C or C-EZ (Form 1040) . . . . . . . . . . . . . . . . . . . . . . .
3
n
4
Capital gain or (loss). Attach Schedule D (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
c
o
5
Rents, royalties, partnerships, LLCs, other estates and trusts, etc. Attach federal Schedule E (Form 1040) . . . . . .
5
m
6
Farm income or (loss). Attach federal Schedule F (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
e
7
Ordinary gain or (loss). Attach Schedule D-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
8
Other income. State nature of income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
9
Total income. Add line 1 through line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
D
10
Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
e
11
Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
d
u
12
Charitable deduction. Itemize by charitable purpose; include payee’s name and address.
c
See instructions for Part II and Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
t
i
13
Trustee fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
o
14
Attorney, accountant and return preparer fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
n
s
15
Other deductions. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
Part II Distributions of Income Set Aside in Prior Taxable Years for Charitable Purposes. See instructions.
16
Accumulated income set aside in prior taxable years for which a deduction was claimed under IRC Section 642(c) . . .
16
17
Income set aside in prior taxable years for which a deduction was claimed under IRC Section 642(c) and which
was distributed during the current taxable year. Itemize by charitable purpose; include payee’s name and address.
17a
a
17b
b
17c
c
18
Total. Add line 17a through line 17c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
19
Balance. Subtract line 18 from line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19
20
Income set aside during the current taxable year for which a deduction was claimed under IRC Section 642(c)
(included in Part I, line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20
21
Carryover. Add line 19 and line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
Part III Distributions of Principal for Charitable Purposes
22
Principal distributed in prior taxable years for charitable purposes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
23
Principal distributed during the current taxable year for charitable purposes. Itemize by charitable
purpose; include payee’s name and address.
23a
a
23b
b
23c
c
24
Total. Add line 23a through line 23c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24
541A98109
Form 541-A
1998 Side 1
C1