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Change in Disclosure Requirements for Names of Split-Interest Trusts

Posted by Alison O'Carroll on January 17, 2012

A Price Waterhouse Coopers alert reports that organizations filing Schedule R, Related Organizations and Unrelated Partnerships, will no longer have to disclose the names of split-interest trusts in Part IV of that schedule. Schedule R is part of a charity’s annual tax filing, IRS Form 990 - Return of Organization Exempt From Income Tax.

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Topics: disclosure requirements, split-interest trusts, charitable trusts

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