§681 — Limitation on charitable deduction

15 cases·2 overruled·13 cited

(a)Trade or business income

In computing the deduction allowable under section 642(c) to a trust, no amount otherwise allowable under section 642(c) as a deduction shall be allowed as a deduction with respect to income of the taxable year which is allocable to its unrelated business income for such year. For purposes of the preceding sentence, the term “unrelated business income” means an amount equal to the amount which, if such trust were exempt from tax under section 501(a) by reason of section 501(c)(3), would be computed as its unrelated business taxable income under section 512 (relating to income derived from certain business activities and from certain property acquired with borrowed funds).

(b)Cross reference

For disallowance of certain charitable, etc., deductions otherwise allowable under section 642(c), see sections 508(d) and 4948(c)(4).

15 Citing Cases

Specifically, the Commissioner seeks a ruling that the Trusts’ shares of the noncash charitable contributions from Hobby Lobby that 10 would otherwise be allowable under section 642(c) are fully disallowed by section 681 because they are entirely allocable to the Trusts’ unrelated business income.

Judith Coffey v. CIR 982 F.3d 1127 · Cir.
Judith Coffey v. CIR 987 F.3d 808 · Cir.
Silverman v. Commissioner 105 T.C. 157 · 1995
Davis v. Commissioner 74 T.C. 881 · 1980
Estate of Dawson v. Commissioner 57 T.C. 837 · 1972
Estate of Cunha v. Commissioner 30 T.C. 812 · 1958
Kroshnyi v. U.S. Pack Courier Services, Inc. · Cir.
Green v. United States 880 F.3d 519 · Cir.
Kroshnyi v. U.S. Pack Courier Services, Inc. 771 F.3d 93 · Cir.

New cases, delivered.

Get notified when new Tax Court opinions drop.