The Record · Global Charity Index

United States charity Form 990-PF finances

Find private-foundation finances and compare reported grant book amounts with amounts approved for future payment.

This edition includes 219,660 tax periods for 116,530 Employer Identification Numbers (EINs). 101,299 EINs have more than one period. The filing calendar years are 2023 and 2024. The selected tax periods end in 2022–2024.

Coverage and original data

The extract supplies the month a tax period ended. The IRS describes processing and transcription adjustments that can make the amounts differ from the original return. The edition includes subsection code 03, also written as 3 in the source. 109,914 included EINs matched the separate 2026-10-13 IRS identity snapshot. An unmatched EIN leaves current status unresolved.

  • Calendar-year 2023 extract. 107,805 selected records out of 120,350. 5,900 had another subsection code. 6,645 remaining records were outside the selected periods. Original ZIP · IRS field definitions.
  • Calendar-year 2024 extract. 111,855 selected records out of 119,059. 5,468 had another subsection code. 1,736 remaining records were outside the selected periods. Original ZIP · IRS field definitions.

Amounts stay in U.S. dollars. The extract can report zero and a missing amount stays unavailable. The future-payment field shows a separate commitment. The amounts cannot be added to calculate payments, and the extract cannot identify a recipient or confirm a transfer.

The reported contributions, gifts and grants paid are a combined book amount that can include amounts accrued for the year. See the IRS instructions for Part I, line 25.

Charitology selected and reformatted the public financial data from the Internal Revenue Service. Download the source and coverage manifest. EINs can begin with a zero, so import them as text.

Sources

  1. Annual extract of tax-exempt organization financial data · Internal Revenue Service