SOI tax stats - Private foundations harmonized microdata files (ASCII)


Harmonized microdata in ASCII format

This section contains microdata files for all Forms 990-PF sampled for the annual SOI studies of private foundations. The data from each of the annual studies are included in a single, "harmonized" dataset, with standardized element names and codes based on the form revision of the latest available tax year. 

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 DOCX: Explains all the other files. 

Data element reference list XLSX: Record layout for the Form 990-PF study harmonized dataset. 

Main data file ZIP: SOI Form 990-PF study data for Tax Years 1985-2020.

Compensation data file (TXT): SOI Form 990-PF study data, Part VIII compensation data for Tax Years 1993-2020.

Explanation of codes XLSX: 2020 SOI Form 990-PF study, editing code reference list.

Marked up Form 990-PF PDF: 2020 Form 990-PF, marked with the Name/Element Code.

Form 990-PF Instructions PDF: 2020 Form 990-PF Filing Instructions.

Unrelated business activity codes PDF: 2020 SOI Form 990-PF study, business code reference list.

Exclusion code reference PDF: 2020 SOI Form 990-PF study, exclusion code reference list for Part XVI-A, Analysis of Income-Producing Activities.