Use Form 5227 to: Report the financial activities of a split-interest trust. Provide certain information regarding charitable deductions and distributions of or from a split-interest trust. Determine if the trust is treated as a private foundation and subject to certain excise taxes under Chapter 42. Current revision Form 5227 PDF Instructions for Form 5227 (Print version PDF) Recent developments None at this time. Other items you may find useful All revisions for Form 5227 About Publication 538, Accounting Periods and Methods About Publication 550, Investment Income and Expenses About Publication 1167, General Rules and Specifications for Substitute Forms and Schedules Other current products Related items About Form 56, Notice Concerning Fiduciary Relationship About Form 1041, U.S. Income Tax Return for Estates and Trusts About Form 1041-ES, Estimated Income Tax for Estates and Trusts About Form 4720, Return of Certain Excise Taxes Under Chapters 41 and 42 of the Internal Revenue Code About Form 8275, Disclosure Statement About Form 8275-R, Regulation Disclosure Statement About Form 8822-B, Change of Address or Responsible Party - Business About Form 8868, Application for Extension of Time To File an Exempt Organization Return About Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts About Form 8886, Reportable Transaction Disclosure Statement
