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Split-Interest Trust Statistics, Filing Year 2012

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IRS Tax Stats DispatchAugust 20, 2013

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Issue Number:    Tax Stats  2013 - 13


  Split-Interest Trust Statistics, Filing Year 2012

Eleven tables are now available for split-interest trusts for Filing Year 2012 (Form 5227). These data tables include charitable remainder unitrusts, charitable remainder annuity trusts, charitable lead trusts, and pooled income funds. The tables cover income streams, asset values, and distribution information classified by trust type and the end-of-year book value of total assets.

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