Split-Interest Trust Information Return
Federally Mandated Reporting/Disclosure Form
Program Title and Description:
Split-Interest Trust Information Return (Form 5227)
Who is Responsible for Reporting?
Primary Contact
Steve Foucart, CFO
Steve Foucart, CFO
Carrington 119
417-836-4854
Secondary Contact(s)
Cindy Schull, Director of Grants & Foundation Accounting
Cindy Schull, Director of Grants & Foundation Accounting
Carrington 113
417-836-5364
Where is Report Physically Located?
Carrington 113
What Should be Reported?
Annual revenues and expenses of each Trust held by the Missouri State Foundation
When Should it be Reported?
Annually by April 15 for the previous December 31 calendar year end
Where is it to be Reported?
Internal Revenue Service (IRS)
Why Should it be Reported?
Required by US Treasury Regulations
How is it Reported?
It is reported by mail on IRS Form 5227 to the Internal Revenue Service and to the trusts’ recipients.
If notification is required, how is it reported?
N/A