OAR 441-930-0068
Annual Report

Each master trustee is responsible for and shall file an annual report with the director by April 1 of each year on forms provided by the director. The report shall cover the preceding calendar year and shall include information on trusted funds:

(1)

The actual value at the beginning and end of the calendar year;

(2)

Deposits and withdrawals;

(3)

Income earned and fees paid;

(4)

Taxes paid for beneficiaries;

(5)

Gains and losses; and

(6)

The balance of all trust accounts as of December 31.

Source: Rule 441-930-0068 — Annual Report, https://secure.­sos.­state.­or.­us/oard/view.­action?ruleNumber=441-930-0068.

Last Updated

Jun. 8, 2021

Rule 441-930-0068’s source at or​.us