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Charitable Remainder Unitrusts: Book Value Balance Sheet Information, by Size of End-of-Year Book Value of Total Assets, Filing Year 2008W[All figures are estimates based on samples--money amounts are in thousands of dollars]ItemTotal.Size of end-of-year book value of total assetsUnder $500,000 [1]$500,000 under $1,000,000$1,000,000 under $3,000,000$3,000,000 under $10,000,000$10,000,000 or moreNumber of returnsTotal net assets [2]Total assets [3]Cash&Savings and temporary cash investmentsAccounts receivable8Receivables due from officers, directors, trustees, etc. Other notes and loans receivableInventories for sale or use%Prepaid expenses and deferred chargesTotal investments SecuritiesGovernment obligationsCorporate stockCorporate bondsLand, buildings, and equipmentOther investments1Charitable purpose land, buildings, and equipment Other assetsTotal liabilities [4]%Accounts payable and accrued expensesDeferred revenue.Loans from officers, directors, trustees, etc.!Mortgages and other notes payableOther liabilitiesj* Estimate should be used with caution because of the small number of sample returns on which it is based.[1] Includes returns that did not report the end-of-year book value of total assets (Form 5227, Part IV, line 50, column (b)) from the balance sheet, or that reported the amount as zero. Often, these zero amounts are explained by trusts filing a final return. "[2] Taken from Form 5227, Part IV, line 59, column (b). This is the excess of total assets over total liabilities. This value may deviate from the calculated value of total assets ( line 50, column (b)) less total liabilities (line 56, column (b)) due to taxpayer reporting discrepancies.7[3] Taken from Form 5227, Part IV, line 50, column (b).7[4] Taken from Form 5227, Part IV, line 56, column (b).4NOTE: Detail may not add to totals due to rounding.9SOURCE: IRS, Statistics of Income Division, October 2009.>Brief definitions are included as comments for selected terms.<Additional data information, including expanded definitions.21 23D4458ccB  )Z-dMf  dMbP?_*+%&?'?(?)?M\\DCI0150CPSOI4\Jan4C odXXLetterDINU"L ASMTJHP LaserJet 4250 PCL 5eInputBinFORMSOURCERESDLLUniresDLLHPDocUISUITrueResolution600dpiOrientationPORTRAITHPOrientRotate180FalseDuplexNONEPaperSizeLETTERMediaTypeAUTOESPRITSupportedTrueCollateOFFOutputBinAutoStaplingNoneHPPaperSizeALMConstraintsENV_10EconomodeFalseTextAsBlackFalseHPEnableRAWSpoolingTrueTTAsBitmapsSettingTTModeOutlineGraphicsModeRASTERMODERETChoiceTrueHPDuplicateJobNameOverrideSWFWAlternateLetterHeadFalseHPDocPropResourceDatahpchl5r1.cabPrintQualityGroupPQGroup_1HPColorModeMONOCHROME_MODEHPContentOrientationHPContentOrientation_OptionHPPDLTypePDL_PCL5HPMaxResolutionPDM_600DPIHPPJLEncodingUTF8HPJobAccountingHPJOBACCT_JOBACNTHPJobByJobOverrideJBJOHPSmartDuplexSinglePageJobTrueHPSmartDuplexOddPageJobTrueHPManualDuplexDialogItemsInstructionID_01_FACEDOWN-NOROTATEHPPaperSizeDuplexConstraintsSTATEMENTHPMediaTypeDuplexConstraintsEXTRA_HEAVYHPManualFeedOrientationFACEDOWNHPOutputBinOrientationFACEDOWNHPManualDuplexDialogModelModelessHPManualDuplexPageOrderEvenPagesFirstHPMapManualFeedToTray1FalseHPManualDuplexPageRotateDriverRotateHPCustomDUplexableRange5.83x8.27_8.5x14HPPrintOnBothSidesManuallyFalseHPStraightPaperPathFalseHPNUseDiffFirstPageChoiceTRUEHPPageExceptionsobHPCPE5r1HPPageExceptionsInterfaceShowPageExceptionsHPPageExceptionsLowEndHPPageExceptionsLowEndVerHPPageExceptionsCoverInsertionJRConstraintsJRCHDPartialJRHDInstalledJRHDOffJRHDNotInstalledJRHDOffHPJobAccWoPinTruePSAlignmentobHPCLS5r1HPSmartHub_OnlinediagnostictoolsTRUEHPSmartHub_SupportandtroubleshootingTRUEHPSmartHub_ProductmanualsTRUEHPSmartHub_CheckfordriverupdatesTRUEPSServices_DeviceandSuppliesStatusTRUEHPSmartHubInet_SID_263_BID_276_HID_265PSServicesOptionPrnStat_SID_242_BID_270_HID_15521HPConsumerCustomPaperHPCustomHPBornOnDateHPBODHPXMLobUsedhpc42505.xmlIUPHx홿o@ǟ !~x @u.MD & j$ZJ(la@?DՍ,]mzqXw|]7g_ $& -oXV i\pCQu}hGC?Y1Bi&=!.=}dc?5N͸;B` CN.+9>uh 1\H T&TY̤q ioQmZS-;g Que~r7yzLPpx0I9_ 8aƇ͓:j$AϕQmgiEqw !̂=;D= fI(fQONZ֏|6!Bx2Ts`) J8g9q`.]U?]{hum><׿! 5HS߿rGƚ3d qfO IM N;]~ה(EŔ ?3N ﷄSsO>tj߳ݱ:HP/Ү5Ѳ"Ti=೧4˜AOAO0AP^0 N* O[O>/OfS/O3AOj-CPzi N* OHhAO@OF@O@O@@P@ N*O@@O(@Q@Ov@Qy@R6@ N*O.=O0AOA@ODAO9AP A N*QB@OOQB@OP N*O@Q{@Q@OЯ@Oh@P,@ N*OH3O&uO~ZOOzVPnG  S*OI O6|O*fOOmPn T*OIOib{ <Government obligations are financial debt instruments backed by a federal, state, or local government entity, which mature in more than one year.< `}  TP X?U]4@P@ ሩ@uoy K<LCorporate stock is the value of all equity the trust owns in a corporation.< K4֥2  TP X?U]4@P LC1CJ磗 k<lCorporate bonds are financial debt instruments issued by a corporation that mature in more than one year. < k֥2  Tл X?U]4@л 0Py3Cqt&3 <The value of all land, buildings, and equipment held for investments purposes, such as rental properties, are included on the balance sheet as an asset.< ֥2  T X?U]4@ ʼ ' D`g1=D <Other investments include all investment holdings that could not be classified as a government obligation, corporate stock, corporate bonds, or land, buildings and equipment.< F4֥2  T X?U]4@p M@FDϡ~oU <Charitable purpose land, buildings, and equipment is the value of all land, buildings, and equipment not held for investments purposes, such as those used for charitable activities.< c  T(B X?U ]4@(B ̝},sHsLB Q <Other assets include all assets that could not be included in one of the explicit asset classifications included on the balance sheet.< 0  TO X?U]4@Oʼ ctFdd9^ <The sum of all liabilities attributable to the trust, including accounts payable, accrued expenses, deferred revenue, loans, mortgages, and notes payable.<   B XPP?"!U]4@Ǽ  bJK1uH <1Accounts payable and accrued expenses represent the trust s obligation to pay off a short-term debt and is recorded as a liability on the balance sheet.<    Bд XPP?U ]4@д QA*CY7&^ |<}Deferred revenue is payment received for goods that have not yet been supplied or services that have not yet been performed.< !|7  T( X?U"]4@( :zn=H&νf <The unpaid balance of loans the trust received by the trust from officers, directors, and trustees are included as liability on the balance sheet.< y  T X?U"U]4@ʼ d]>M8$  o<pThe value of all mortgages and other notes payable by the trust are included as liability on the balance sheet.< o֥2  T X?U#U]4@p ۯZN1` <Other liabilities include the value of all amounts owed by the trust that could not be included in another explicit classification.<  Lisa Schreibere Lisa Schreibere Lisa Schreibere Lisa Schreibere Lisa Schreibere Lisa Schreibere Lisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa SchreibereLisa Schreibere Lisa Schreibere>@a b  :$$""## 7\yK =Additional data information, including expanded definitions.yK http://www.irs.gov/taxstats/charitablestats/article/0,,id=214647,00.htmlyX;H,]ą'cggD  Oh+'0@H`x Lisa SchreiberLisa SchreiberMicrosoft Excel@`kP@Dmf՜.+,D՜.+,  PX|  Internal Revenue Service Table 6  Worksheets 8@ _PID_HLINKSA SIhttp://www.irs.gov/taxstats/charitablestats/article/0,,id=214647,00.html F&Microsoft Office Excel 2003 WorksheetBiff8Excel.Sheet.89qCompObj r