California Form 541-A - Trust Accumulation Of Charitable Amounts - 2012

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Trust Accumulation of
TAXABLE YEAR
CALIFORNIA FORM
2012
Charitable Amounts
541-A
For calendar years only.
FEIN
Name of trust
-
Name of trustee(s)
This return must be filed on or before
April 15, 2013. Mail to:
Address (number and street, suite, PO Box, or PMB no.)
FRANCHISE TAX BOARD
PO BOX 942840
SACRAMENTO CA 94240-0001
City
State
ZIP Code
DO NOT ATTACH TO FORM 541
(If more space is needed, please attach a separate list.)
ANSWER THESE QUESTIONS:
5 Have you filed a tax return on Form 541 for the year
1 Date trust was created
m
m
d
d
y
y
y
y
covered by this tax return? . . . . . . . . . . . . . . . . . . . . . . .  Yes  No
2 Were any of the trustees residents of California during any
6 Do any of the amounts shown on the face of this tax return differ
portion of the taxable year?. . . . . . . . . . . . . . . . . . . . . . . . . . . .  Yes  No
from the corresponding amounts reported on federal Form 1041-A?
3 Was the grantor or settlor of the trust a resident of California
(attach a schedule explaining the differences). . . . . . . . .  Yes  No
during the taxable year of the trust? . . . . . . . . . . . . . . . . . . . . .  Yes  No
7 Are you required to file federal Form 990-T for the unrelated
4 Name and address of grantor or settlor ______________________________
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 8 and enter total income on line 9.
1 Interest income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
00
2 Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
00
3 Business income or (loss). Attach federal Schedule C or C-EZ (Form 1040) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
00
4 Capital gain or (loss). Attach Schedule D (541) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
00
5 Rents, royalties, partnerships, other estates and trusts, etc. Attach federal Schedule E (Form 1040) . . . . . . . . . . . . .
5
00
6 Farm income or (loss). Attach federal Schedule F (Form 1040). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
00
7 Ordinary gain or (loss). Attach Schedule D-1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
00
8 Other income. State nature of income _________________________________________________ . . . . . . . . .
8
00
9 Total income. Add line 1 through line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
00
10 Interest. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
00
11 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
00
12 Charitable deduction. Itemize by charitable purpose; include payee’s name and address.
See instructions for Part II and Part III. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
00
13 Trustee fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
00
14 Attorney, accountant, and return preparer fees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
00
15 Other deductions. Attach schedule. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
00
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
00
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.
a _____________________________________________________________________ 17a
00
b _____________________________________________________________________ 17b
00
c _____________________________________________________________________
17c
00
18
Total. Add line 17a through line 17c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
00
19
Balance. Subtract line 18 from line 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19
00
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
00
21
Carryover. Add line 19 and line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
00
Part III Distributions of Principal for Charitable Purposes
22
Principal distributed in prior taxable years for charitable purposes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
00
23
Principal distributed during the current taxable year for charitable purposes. Itemize by charitable
purpose; include payee’s name and address.
a _____________________________________________________________________ 23a
00
b _____________________________________________________________________ 23b
00
c _____________________________________________________________________
23c
00
24
Total. Add line 23a through line 23c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24
00
Form 541-A
2012 Side 1
7011123
C1
For Privacy Notice, get form FTB 1131.

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