IRS Private Foundation Financial Data Annual Extract

Annual extract of select financial data items from IRS Form 990PF filings for private foundations. The dataset is produced by the Department of the Treasury for public release and was last updated in August 2024.

Use Cases

• Analyze grant and contribution patterns reported on Form 990PF across private foundations.
• Study financial characteristics of nonprofit private foundations using extracted SOI (Statistics of Income) data.
• Track annual financial reporting trends for charitable organizations classified as private foundations.

Strengths

• Data originates from the authoritative IRS Master File, ensuring official source credibility.
• The dataset is updated annually, providing a recurring snapshot of foundation finances.
• Covers a specific and regulated entity type (private foundations) with standardized Form 990PF reporting.

Limitations

• The specific number of rows, columns, and data items in the extract is unknown.
• Data is provided only in HTML format, which may complicate structured analysis without parsing.
• As an extract of select items, it may not contain the full scope of data from the original Form 990PF.

Provenance

Source

Department of the Treasury / IRS Master File

Collection Method

Annual extract of select data items from Form 990PF filings.

Time Range

Annual coverage; specific years covered are unknown from input.

Freshness

Updated annually; last update was August 2024.

Geography

United States (IRS jurisdiction)