Federally Mandated Reporting/Disclosure Form

Program Title and Description:

U.S. Information Return Trust -- Accumulation of Charitable Amounts (Form 1041A)

Who is Responsible for Reporting?

Primary Contact
Kent Kay, CARR Room 119, 836-5632, dkk212t@missouristate.edu

Secondary Contact(s)
Jon Hanson, CARR Room 113, 836-5632, JonDHanson@MissouriState.edu

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

Why Should it be Reported?

Required by US Treasury Regulations

How is it Reported?

It is reported by mail on IRS Form 1041A to the Internal Revenue Service and the trusts’ recipients.

If notification is required, how is it reported?

N/A