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Data are taken from:
- Form 3520 - Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts
- Form 3520-A - Annual Information Return of Foreign Trust With a U.S. Owner
Data are for foreign trusts that have U.S. persons as grantors, transferors, or beneficiaries.
Statistics are also available for Split-Interest Trusts.
Statistical Tables
The following tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed.
| Forms 3520 With Gratuitous Transfers |
| Data Presented: |
Number, Total, and Average Transfer Values
|
| Classified by: |
Country Where Trust Was Created
|
| Tax Years: |
2002 1998 |
| Forms 3520 With Non-Grantor Trust Distributions |
| Data Presented: |
Number and Value of Distributions
|
| Classified by: |
Country of Foreign Trust
|
| Tax Years: |
2002 1998 |
| Forms 3520-A, Foreign Trusts with a U.S. Owner |
| Data Presented: |
Income, Expense, and Balance Sheet Items
|
| Classified by: |
Size of Net Income or Deficit
|
| Tax Years: |
2002 1998 |
|
|
| Classified by: |
Country of Trust or Trustee
|
| Tax Years: |
2002 1998 |
SOI Bulletin Articles
The following are available as PDF files. A free Adobe® reader is available for download, if needed.
2002 1998
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