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Charitable Remainder Unitrusts: End-of-Year Book Value Balance Sheet Information, by Size of End-of-Year Book Value of Total Assets, Filing Year 2012W[All figures are estimates based on samples--money amounts are in thousands of dollars]7Scroll over selected items below for brief definitions.OAdditional data information, including expanded definitions, is also available.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 Total assets 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 %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. 4NOTE: Detail may not add to totals due to rounding.8SOURCE: IRS, Statistics of Income Division, August 2013.�2�3 �5�~6��7�L8d�:�cc��B����� g2�蓘 %痆焑g  d褚MbP?_*+�%�����&�?'�?(�?)�?M*\\dci0150bpsoi08\Bon�LC�� od�XXLetter����DINU"(d �dc�<C(SMTJHP LaserJet 4250 PCL 6InputBinFORMSOURCERESDLLUniresDLLResolution600dpiFastResTrueOrientationPORTRAITHPOrientRotate180FalseDuplexVERTICALHPDuplicateJobNameOverrideSWFWHPDocUISUITruePaperSizeLETTERMediaTypeAUTOESPRITSupportedTrueCollateOFFOutputBinAutoStaplingNoneHPPaperSizeALMConstraintsENV_10EconomodeFalseTextAsBlackFalseHPEnableRAWSpoolingTrueTTAsBitmapsSettingTTModeOutlineRETChoiceTrueAlternateLetterHeadFalsePrintQualityGroupPQGroup_1HPDocPropResourceDatahpchl5r1.cabHPColorModeMONOCHROME_MODEHPContentOrientationHPContentOrientation_OptionHPPDLTypePDL_PCL6HPPJLEncodingUTF8HPJobAccountingHPJOBACCT_JOBACNTHPJobByJobOverrideJBJOHPPCL6PassThroughTrueHPSmartDuplexSinglePageJobTrueHPSmartDuplexOddPageJobTrueHPManualDuplexDialogItemsInstructionID_01_FACEDOWN-NOROTATEHPPaperSizeDuplexConstraintsA5HPMediaTypeDuplexConstraintsEXTRA_HEAVYHPManualFeedOrientationFACEDOWNHPOutputBinOrientationFACEDOWNHPManualDuplexDialogModelModelessHPManualDuplexPageOrderEvenPagesFirstHPMapManualFeedToTray1FalseHPManualDuplexPageRotateDriverRotateHPCustomDUplexableRange5.83x8.27_8.5x14HPPrintOnBothSidesManuallyFalseHPStraightPaperPathFalsePSAlignmentob体育HPCLS5r1HPSmartHub_OnlinediagnostictoolsTRUEHPSmartHub_SupportandtroubleshootingTRUEHPSmartHub_ProductmanualsTRUEHPSmartHub_CheckfordriverupdatesTRUEPSServices_DeviceandSuppliesStatusTRUEHPSmartHubInet_SID_263_BID_276_HID_265PSServicesOptionPrnStat_SID_242_BID_270_HID_15521HPNUseDiffFirstPageChoiceTRUEHPPageExceptionsob体育HPCPE5r1HPPageExceptionsInterfaceShowPageExceptionsHPPageExceptionsLowEndHPPageExceptionsLowEndVerHPPageExceptionsCoverInsertionJRConstraintsJRCHDPartialJRHDInstalledJRHDOffJRHDNotInstalledJRHDOffHPJobAccWoPinTrueHPConsumerCustomPaperHPCustomHPPreAnalysisTrueHPBornOnDateHPBODHPXMLob体育Usedhpc42506.xmlHPLpiSelectionNone�IUPHx滍櫹oA强 �1﨟褄3&{谚*F�0�(�+詳D= lC罖{膬1� ^茧熰叄W鉋c記穤眫gvi��1D$�y;筠泍�0?枡轀2蔣8 }嶘i梙 o裑1掼n9濇郻�M 寐帧艫`'�`h�?� ッ皅u4(.尃]a矏䶮nR\煪(�6�艬傗畛⒂轸,_*}烐谍� ?�"4D璣窵浔全聐~刬� 拽u䦆j`昸�W�2畮��5D戮p潪|み6ó蜗PN`>H桩鱼!Q$^� t夐耱� � S前鐚 O�%<銕b-�'*p)6�"脻芐渊o�-�9]G徠}懵X戌z誊6{�&荕嫴翾aCq9^&犰,泔□X秖椷B繖h!�< 隝^懃G煻h涚�7^�4醅� 篰菁軭�&s膄i譊-裚芻58s毚瓪x娧�'�終挸材叱繶zнb齟F{hZ絷8?]砌�+mSv�=T5-踼~'痞# 逻2 蠈m树#{�J|fO�J鵼竁� 柽(?鲅鮷�71@�*WE遨嚌蠈R傜-円 莻z;诸f痈岥涉T5=丌o�*咳t咆]�j悹E∪� 9腗^A┍w�>v褰� L%r�"xd漈:揰�n�)'{2鵱㧐bS=�忪濅 兆焇溬V疦o]z埒�8�R*� -� � � �� 讴ㄙ�"dXX333333�?333333�?�&�<3U} $1A} � A} $A} $ A} $ A} $ A%�@���� ����J �J �J � � ���������������J����� ]�^^^^^^� _�______� `�``````� a�aaaaaa� b� d� f�fffg� ce� B� B� B � B � C D�*E鹂E繣繣繣繤�� G �*H G鯜H麸@H壥@H毩@H龋@I匑� K �* LL~きLd�aAL朑iLB�M>�� N�* LFY�L诳�L毅IL*eyL Mv�/ � O�* Pg_P NAPP� AP�APp� AQb!A� O�* P灃�P啑&P�!AP�1P頕+Q�O� O�* Pc�@P兰訞P浿@P(譆PM譆Q 哚@� O�*P7罖P|旲RP燖P棸@R@S傽� O�*P�.AP袎鶣P(�APHO AP05 AQ< A� O�*R鑿@PPR�@PS@� O�*PL翤P垥@R湿@P皵@P0@Q>� O�*P2訾P"acP�9�PB� P�,�Q~k�� T�*PF@+ P味�P&�PR錧P:k�Q�y� U�*P�PXAP詽AP�83P~�2QT�2A� U�*P��PFP姅,P>砬P*mQ普�� U�*P猺�P 5AP后DPj縝P鋝1AQ曙i� T�*P&�5P擑@P轾@P8�AP▔AQ(� A� T�*P式CPv厊PT�8APR挓P�Q� � O�*P斔AP鄴釦R�>這P慆鳣P繻隌Q湘@� O�*P蔥eP\4AP鸪AP鬔AP$<AQ`�A� N�*L:禸L�6AL狀AL�ALx[AM�'A� O �*P繲AP=貮P跬@Pv跕P欉@Q@� O!�*P@齐@RJR律@P淇@R@S該@� O"�*P戬@R饏@R鉅@PX嶡R@]@S繾@� O#�*P@RjRW菮R腀R虭Q嘞锧�Dx l$$$$<T8<<<<<<<<<<<<<<<<<<<<<<< �!�"�#�$�� V$�* W^≒W垃麫WPT鼲WXm AW �AX0 %A� ![%�![[[[[[� "[&�"[[[[[[� #Y'�#ZZZZZZ� $\(�$\\\\\\�0P<$$$��鹭 �鹄 �( � �饉� � � �<嚡���X��������?���U� ��]4@ 蛩`�4Q@崰裓gm� ��o<pTotal net assets is the value of all assets owned by the trust minus all liabilities attributable to the trust.< �o��~饉� � � �<▏����X��������?���U� ��]4@ 許�?丒桟�'/b P��� ��b<cTotal assets is the value of all assets owned by the trust, prior to reductions for liabilities. < 5b��~饉� � � �<袊����X��������?��� U� f�]4@ \7鶉lH篸A�#G��� ��o<pThe value of all cash on deposit any non-interest-bearing account is reported as an asset on the balance sheet.< o��~饉� � � �<埊���X��������?��� U�w�]4@ �1莛0蔮B�2�-鳶�� ���<�Savings and temporary cash investments are the value of all cash in savings or other interest bearing accounts and temporary cash investments. < ����~饉� � � �<(埊���X�P�P?��� "�U�]4@ 噴�)苄`L暻"uKS塂�� ���<�Accounts receivable is money owed to the trust for products or services provided on credit. This is recorded as an asset on the balance sheet. < ����~饉� � � �<P埊���X��������?��� U���]4@ K�&灻薃N[蕋俄�� ���<�The value of all payments due from persons who also act as the officers, directors, or trustees of the trust, including those that result from a loan or advance are reported as an asset on the balance sheet.< ���~饉� � � �<埊���X��������?��� U�f�]4@ H贜懫萭K∠5藇禸+�� ���<�Other notes and loans receivable is the value of all payments due from persons or entities that do not act as the officers, directors, or trustees of the trust, including those that result from a promissory note or loan.< ���~饉� � � �<▓����X�P�P?���U�w�]4@ <賠V⺗QA當� _J�� ���<�Inventories for sale or use is the amount of materials, goods, and supplies purchased or manufactured by the trust and held for sale or use in some future period.< ���~饉� �  � �<袌����X�P�P?���U���]4 @ 搥W�3譬G�(Wx+�� ��r<sA prepaid expense or deferred charge occurs when the trustee pays for a good or service in advance of its receipt.< r��~饉� �  � �<壇���X��������?���U���]4 @ 擣2[す馟獚&遲���� ���<�Total investments is the sum of all investment assets held by the trust, including government obligations, corporate stock and bonds, investments in land, buildings, or equipment.< ���~饉� �  � �<(壇���X�P�P?���U�w�]4 @ �?栆g$N笅�鎐��� ���<mSecurities refer to the sum of  Government obligations (line 45a);  corporate stock (line 45b); and  corporate bonds (line 45c) reported on the balance sheet (Part IV, Form 5227).< ���~饉� �  � �<P壇���X��������?���U���]4 @ �Ba︺A尫竮4孈�� ���<�Government obligations are financial debt instruments backed by a federal, state, or local government entity, which mature in more than one year.< ���~饉� �  � �<壇���X��������?���U���]4 @ 爗RS帲B安裏O��� ��K<LCorporate stock is the value of all equity the trust owns in a corporation.< K��~饉� � � �<P姱���X��������?���U���]4@ z鏵髚�3E�e�';�� ��k<lCorporate bonds are financial debt instruments issued by a corporation that mature in more than one year. < k��~饉� � � �<姱���X��������?���U���]4@ 轖庒胝� 尫A�� ���<�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.< ���~饉� � � �<▕����X��������?���U���]4@ 筱4{Ro婯�1w抯I^�� ���<�Other investments include all investment holdings that could not be classified as a government obligation, corporate stock, corporate bonds, or land, buildings and equipment.< F���~饉� � � �<袏����X��������?���U���]4@ bi殯滲kJ壈勜��� ���<�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���~饉� � � �<嫰���X��������?���U���]4@ Qe�,$鱈籒塤魶�� ���<�Other assets include all assets that could not be included in one of the explicit asset classifications included on the balance sheet.< ���~饉� � � �<(嫰���X��������?���U���]4@ T>k夢貭K光W}zX��� ���<�The sum of all liabilities attributable to the trust, including accounts payable, accrued expenses, deferred revenue, loans, mortgages, and notes payable.< ����~饉� � � �<P嫰���X�P�P?���"� U�]4@ 茄�@da ��b   �R !!""$$�\猩陏�寕�K� =Additional data information, including expanded definitions.嗌陏�寕�K� �http://www.irs.gov/taxstats/charitablestats/article/0,,id=214647,00.htmlyX侓;H�,俔膮'cカ��猩陏�寕�K� PAdditional data information, including expanded definitions, is also available.嗌陏�寕�K� �http://www.irs.gov/uac/SOI-Tax-Stats-Split-Interest-Trust-Study-MetadatayX侓;H�,俔膮'cカgg����D �鄥燆鵒h珣+'迟0�@Hd� � ���Lisa S. RosenmerkelDepartment of TreasuryMicrosoft Excel@敟#曃@X藵j椢�胀諟.摋+,D胀諟.摋+, � PX| ���� � ��Internal Revenue Service Table 6  Worksheets� 8@ _PID_HLINKS�A�  Ihttp://www.irs.gov/uac/SOI-Tax-Stats-Split-Interest-Trust-Study-Metadata SIhttp://www.irs.gov/taxstats/charitablestats/article/0,,id=214647,00.html  !"#$%&'()*+,-./0123456789:;<=>?@ABCDEFGHI���KLMNOPQ���STUVWXY���������������������������������������������������������������������������������������������������������������������������������������������������������Root Entry�������� �F鹄{oP樜���Workbook������������瘬SummaryInformation(����JDocumentSummaryInformation8������������R