SOI Tax Stats - 2009 Private Foundations Microdata Files
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This section contains microdata files for all Forms 990-PF sampled for the annual SOI studies of private foundations.
The data are contained in ASCII flat files, Microsoft Excel spreadsheets, and Adobe Acrobat PDF. Documentation to assist with the files is included. (Free Adobe Acrobat reader and Microsoft Excel viewer software is available for download, if needed.)
The SOI sample includes returns filed by private foundations, exempt under Internal Revenue Code section 501(c)(3), and section 4947(a)(1) nonexempt charitable trusts. The stratified random samples are based on asset size and represent approximately 10 percent of Forms 990-PF filed; sampling rates of 100 percent are applied to large-asset classes. Microdata records contain most financial information from Forms 990-PF, as well as weights (to estimate the population), for each organization.
Background Information: Explains all the other files in Microsoft Word format.
Data Element Reference List: 2009 Private Foundation Study with record layout for Form 990-PF in Microsoft Excel format.
Main Data File: SOI Form 990-PF sample data in ASCII text format.
Compensation Data File: Includes compensation data from Part VIII of the Form 990-PF in ASCII text format.
Explanation of Codes: 2009 Private Foundation Study, editing code reference list in Microsoft Excel format.
Unrelated Business Activity Codes: 2009 Private Foundation Study business code reference list in Adobe Acrobat PDF format.
Exclusion Code Reference: 2009 Private Foundation Study exclusion code reference list for Part XVI-A (Analysis of Income-Producing Activities) in Adobe Acrobat PDF format.
Marked up Form 990-PF: 2009 Form 990-PF marked with the Name / Element Code in Adobe Acrobat PDF format.
Form 990-PF Instructions: 2009 Form 990-PF Filing Instructions in Adobe Acrobat PDF format.