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Tax Exempt / Employee Plans Statistics - Private Foundations (and Charitable Trusts)

 
File Description / Source / Format / Notes / Date Created

General
Private Foundations and Charitable Trusts: Introduction. Compendium of Studies of Tax-Exempt Organizations, 1989-1998, Volume 3. Adobe Acrobat PDF. September 2002.

Year 2010
Projections of Returns That Will Be Filed in Calendar Years 2004-2010: Article (PDF). Table (Excel ver. 4): 1. SOI Bulletin, Winter 2003-2004.  April 2004.

Year 2004
Federal Excise Taxes Reported to or Collected by the Internal Revenue Service, Alcohol and Tobacco Tax and Trade Bureau, and Customs Service, by Type of Excise Tax, Fiscal Years 1996-2004.  SOI Bulletin, Historical Table.  Excel ver. 4.  Issued Quarterly.

Selected Returns and Forms Filed or To Be Filed by Type During Specified Calendar Years 1975-2004.  SOI Bulletin, Historical Table, Winter 2003-2004.  Excel ver. 4.  May 2004.

Year 2001
Nonprofit Charitable Organization and Domestic Private Foundation Information Returns, and Exempt Organization Business Income Tax Returns: Selected Financial Data, 1985-2001.  Both Unpublished and Previously Published SOI Data.  Excel ver. 4.  October 2004.

Year 2000
Domestic Nonoperating Private Foundations: Disbursements for Charitable Purposes, Reporting Years 1989-2000, in Constant Dollars.  SOI, Unpublished Data.  Excel ver. 4.  Revised July 2003.

Domestic Nonoperating Private Foundations: Disbursements for Charitable Purposes, Reporting Years 1989-2000, in Current Dollars.  SOI, Unpublished Data.  Excel ver. 4.  Revised July 2003.

Domestic Nonoperating Private Foundations: Noncharitable-Use Assets and Qualifying Distributions, Reporting Years 1989-2000, in Current and Constant Dollars.  SOI, Unpublished Data.  Excel ver. 4.  Revised July 2003.

Domestic Private Foundations and Charitable Trusts, 2000: Article (PDF).  Tables (Excel ver. 4): 1, 2, 3, 4.  SOI Bulletin, Fall 2003.  January 2004.

Nonprofit Charitable Organization and Domestic Private Foundation Information Returns, and Tax-Exempt Organization Business Income Tax Returns: Selected Financial Data for Specified Income Years, 1985-2000.  SOI Bulletin, Historical Table, Winter 2003-2004.  Excel ver. 4.  April 2004.

Year 1999
Domestic Private Foundations and Charitable Trusts, 1999 (PDF)(EXE).  SOI Bulletin, Article, Fall 2002.  EXE File Includes PDF and XLS.  December 2002.

Year 1998
Domestic Private Foundations and Charitable Trusts, 1998 (PDF).  (EXE).  SOI Bulletin, Article, Winter 2001-2002.  EXE File Includes PDF and XLS.  April 2002.

Year 1997
Domestic Private Foundations and Charitable Trusts, 1996-1997. SOI Bulletin, Data Release, Fall 2000. EXE File Includes PDF and XLS.  December 2000.

Large Nonoperating Private Foundations Panel Study, 1985-1997 (PDF).  (EXE). SOI Bulletin, Article, Summer 2001.  EXE File Includes PDF and XLS.  September 2001.

Year 1996
Private Foundations and Charitable Trusts, 1996. SOI Bulletin, Article, Fall 1999. EXE File Includes PDF and XLS.  December 1999.

Year 1995
A 20-Year Review of the Nonprofit Sector, 1975-1995.  SOI Bulletin, Article, Fall 1998. EXE File Includes PDF, XLS, and Lotus 123.  January 1999.

Private Foundations and Charitable Trusts, 1995.  SOI Bulletin, Article, Winter 1998-1999.  EXE File Includes PDF, XLS, and Lotus 123.  March 1999.

Year 1994
All Private Foundations: Income Statements and Balance Sheets, by Size of Fair Market Value of Total Assets, 1994. SOI Bulletin, Fall 1997.  EXE File Includes WK1 and XLS.  January 1998.

All Private Foundations: Number and Selected Financial Data, by Type of Foundation and Size of Fair Market Value of Total Assets, 1994. SOI Bulletin, Fall 1997.  EXE File Includes WK1 and XLS.  January 1998.

All Section 4947 (a)(1) Charitable Trusts Treated as Foundations: Income Statements and Balance Sheets, by Size of Fair Market Value of Total Assets, 1994. SOI Bulletin, Fall 1997.  EXE File Includes WK1 and XLS.  January 1998.

All Section 4947 (a)(1) Charitable Trusts Treated as Foundations: Number and Selected Financial Data, by Type of Charitable Trust and Size of Fair Market Value of Total Assets, 1994. SOI Bulletin, Fall 1997.  EXE File Includes WK1 and XLS.  January 1998.

Year 1993
All Private Foundations: Balance Sheets and Income Statements, by Size of Fair Market Value of Total Assets, 1993. SOI Bulletin, Winter 1996-1997.  EXE File Includes WK1 and XLS.  March 1997.

All Private Foundations: Number and Selected Financial Data, by Type of Foundation and Size of Fair Market Value of Total Assets, 1993. SOI Bulletin, Winter 1996-1997.  EXE File Includes WK1 and XLS.  March 1997.

All 4947 (a)(1) Charitable Trusts Treated as Foundations: Balance Sheets and Income Statements, by Size of Fair Market Value of Total Assets, 1993. SOI Bulletin, Winter 1996-1997. EXE File Includes WK1 and XLS.  March 1997.

All 4947 (a)(1) Charitable Trusts Treated as Foundations: Number and Selected Financial Data, by Type of Charitable Trust and Size of Fair Market Value of Total Assets, 1993.  SOI Bulletin, Winter 1996-1997. EXE File Includes WK1 and XLS.  March 1997.

Year 1992
All Private Foundations: Balance Sheets and Income Statements, by Size of Fair Market Value of Total Assets, 1992. SOI Bulletin, Winter 1995-1996. EXE File Includes WK1 and XLS.  May 1996.

All Private Foundations: Number and Selected Financial Data, by Type of Foundation and Size of Fair Market Value of Total Assets, 1992. SOI Bulletin, Winter 1995-1996. EXE File Includes WK1 and XLS.  May 1996.

All 4947 (a)(1) Charitable Trusts Treated as Foundations: Balance Sheets and Income Statements, by Size of Fair Market Value of Total Assets, 1992. SOI Bulletin, Winter 1995-1996. EXE File Includes WK1 and XLS.  May 1996.

All 4947 (a)(1) Charitable Trusts Treated as Foundations: Number and Selected Financial Data, by Type of Charitable Trust and Size of Fair Market Value of Total Assets, 1992. SOI Bulletin, Winter 1995-1996. EXE File Includes WK1 and XLS.  May 1996.

Year 1991
All Private Foundations: Balance Sheets and Income Statements, by Size of Fair Market Value of Total Assets, 1991. SOI Bulletin, Winter 1994-1995.  EXE File Includes WK1 and XLS.  May 1995.

All Private Foundations: Number and Selected Financial Data, by Type of Foundation and Size of Fair Market Value of Total Assets, 1991.  SOI Bulletin, Winter 1994-1995.  EXE File Includes WK1 and XLS.  May 1995.

All 4947 (a)(1) Charitable Trusts Treated as Foundations: Balance Sheets and Income Statements, by Size of Fair Market Value of Total Assets, 1991. SOI Bulletin, Winter 1994-1995.  EXE File Includes WK1 and XLS.  May 1995.

All 4947 (a)(1) Charitable Trusts Treated as Foundations: Number and Selected Financial Data, by Type of Charitable Trust and Size of Fair Market Value of Total Assets, 1991. SOI Bulletin, Winter 1994-1995.  EXE File Includes WK1 and XLS.  May 1995.