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SOI Tax Stats - 2003 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 tax-exempt organizations.

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 sample include 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.

The Suggested First File - Explains all the other files in ASCII text format.

Data Element Reference List - 2003 Private Foundation Study with record layout for Form 990-PF in Microsoft Excel format.

Prmary Data File - SOI Form 990-PF sample data in ASCII text format.

Subordinate Data File - Includes compensation data from Form 990-PF, Part VIII in ASCII text format.

Explanation of Codes - 2003 Private Foundation Study, editing code reference list in Microsoft Excel format.

Unrelated Business Activity Codes - 2003 Private Foundation Study business code reference list in Adobe Acrobat PDF format.

Exclusion Code Reference List - 2003 Private Foundation Study in Adobe Acrobat PDF format.

Marked up Form 990-PF - 2003 Private Foundation Study in Adobe Acrobat PDF format.

Form 990-PF Instructions - 2003 Private Foundation Study in Adobe Acrobat PDF format.

Page Last Reviewed or Updated: 2012-08-03