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More IRS EO Data: 2022 EO Financial Extracts & 2019 Private Foundation Form 990-PF Tables

August 3, 2023

Download (18)The most recent IRS Tax Stats Dispatch (sign up here) includes new data from recent exempt organization returns. 

One set of data consists of selected financial data from Form 990s and Form 990-EZs filed in Calendar Year 2022. For the over 320,000 Form 990s, 256 data fields are reported, and for the over 230,000 Form 990-EZs, 72 data fields are reported. Be warned that the extract spreadsheets are very large (hundreds of megabytes for the Form 990 extract file and tens of megabytes for the Form 990-EZ extra file) and so take a little while to download and open.

The other set of data consists of aggregate tables with selected information from private foundation Form 990-PFs for Tax Year 2019. These include the number of returns filed and selected financial data by asset size for both nonoperating and operating foundations, income statements and balance sheets by asset size, and tables updated to include tax year 2019 data for nonoperating private foundations showing trends since 1985 in (1) disbursements for charitable purposes (constant and current dollars) and (2) noncharitable-use assets and qualifying distributions. Selected tax year 2019 data for section 4947(a)(1) charitable trusts treated as foundations is also provided.

Lloyd Mayer

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