Non-Profit

Beneficial Interest in Perpetual Trust

Recording the fair value of an interest in a trust held by a third party (like a bank).

Account NameTypeDebit ($)Credit ($)
Beneficial Interest in TrustAsset (+)75,000.00-
Contributions (Permanently Restricted)Revenue (+)-75,000.00

💡 Accountant's Note

The NGO doesn't have the cash; a bank does. But because the NGO is the sole beneficiary of the interest forever, it must record the fair value of the trust's assets on its own balance sheet.

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