Additional Returns for Private Foundations, Charitable Trusts and Split-Interest Trusts
In addition to annual and unrelated business income tax returns, a foundation or trust may have to file some or all of the following:
- Private foundation excise tax return (Form 4720)
- Split interest trust return (Form 5227)
- Trust return (Form 1041 or 1041-A)
Return to Life Cycle of a Private Foundation
Page Last Reviewed or Updated: 2013-04-29
