Form 5227 - Split-Interest Trust Information Return - 2017 Page 2
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72
Form 5227 (2017)
Page
Part II
Schedule of Distributable Income (Section 664 trust only) See the instructions
Accumulations
(a) Ordinary income
(b) Capital gains (losses)
(c) Nontaxable income
Accumulated
Excluded
Accumulated
Excluded
Accumulated
Excluded
Net Investment Income (NII) Classification
Income
NII post 2012
Income
NII post 2012
Income
NII post 2012
27
Undistributed income from prior tax years .
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28
Current tax year net income (before distributions):
• In column (a), enter the amount from line 24b
• In column (b), enter the amount from line 25b
• In column (c), enter the amount from line 26b
29
Total distributable income. Add lines 27 and 28
Part III-A
Distributions of Principal for Charitable Purposes
30
Principal distributed in prior tax years for charitable purposes
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30
31
Principal distributed during the current tax year for charitable purposes. Fill in the information for
columns (A), (B), and (C) and enter the amount distributed on the space to the right. (see the
instructions)
(A)
(B)
(C)
Payee’s name and address
Date of distribution
Charitable purpose and description of assets distributed
a
31a
b
31b
c
31c
32
Total. Add lines 30 through 31c
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32
Accumulated Income Set Aside and Income Distributions for Charitable Purposes
Part III-B
Grantor type trusts complete only lines 35 and 36 (see the instructions)
33a Accumulated income set aside in prior tax years for which a deduction was claimed under
33a
section 642(c)
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b Enter the amount shown on line 23
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33b
34
Add lines 33a and 33b
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34
35
Distributions made during the tax year (see the instructions):
• For income set aside in prior tax years for which a deduction was claimed under section 642(c),
• For charitable purposes for which a charitable deduction was claimed under section 642(c) in
the current tax year, or
• For charitable purposes by a grantor type trust for which a charitable deduction was claimed
under section 170 upon contribution to the trust
Fill in the information for columns (A), (B), and (C) and enter the amount distributed on the line
to the right.
(A)
(B)
(C)
Payee’s name and address
Date of distribution
Charitable purpose and description of assets distributed
a
35a
b
35b
c
35c
36
Add lines 35a through 35c
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36
37
Carryover. Subtract line 36 from line 34 .
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37
5227
Form
(2017)
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