| file,column,definition,source |
| foundations.csv,ein,"Employer identification number of the foundation, nine digits.",funder_profiles.ein |
| foundations.csv,organization_name,Foundation name from its most recent filing in the directory.,funder_profiles.organization_name |
| foundations.csv,profile_url,Address of the foundation's page in the GrantCue directory: /foundations/<name slug>-<ein>.,"funderSlug(organization_name, ein), src/lib/funder-directory-shared.ts" |
| foundations.csv,policy_tax_year,"Tax year of the foundation's latest filing, the filing the class is taken from.","irs_990_pf_filings.tax_year of the latest filing (ordered by tax_year, tax_period_end, filed_at, source_key)" |
| foundations.csv,preselected_box,checked if the latest filing has the box stating the foundation only makes grants to preselected organizations; otherwise not_recorded_as_checked (an unchecked box and a missing section both give this).,irs_990_pf_application_policies.preselected_recipients_only = 'yes' |
| foundations.csv,submission_url_given,true if the latest filing gives a submission web address or other submission text that is not a placeholder (placeholder list: see snapshot.json).,"irs_990_pf_application_policies.submission_url, after the placeholder filter" |
| foundations.csv,form_or_materials_given,true if the latest filing describes an application form or materials in text that is not a placeholder such as N/A or NONE.,"irs_990_pf_application_policies.application_form_and_materials, after the placeholder filter" |
| foundations.csv,deadlines_given,true if the latest filing states submission deadlines in text that is not a placeholder such as N/A or NONE.,"irs_990_pf_application_policies.submission_deadlines, after the placeholder filter" |
| foundations.csv,web_address_given,"true if any of the three application texts contains an http://, https:// or www. address. Counted as application information. The address itself is not in this file.","pattern match on submission_url, application_form_and_materials, submission_deadlines" |
| foundations.csv,see_footnote_only,"true if, after the filter, the filing has no application information and at least one of the three texts is only SEE FOOTNOTE (a pointer to the filing itself). Classed with the placeholders.","exact match of a field to SEE FOOTNOTE or SEE FOOTNOTES, ignoring case and trailing punctuation" |
| foundations.csv,see_reference_only,"true if, after the filter, the filing has no application information and at least one of the three texts is only a reference to another place in the filing (SEE ABOVE, SEE ATTACHMENT, SEE ATTACHED APPLICATION, SEE STATEMENT <number>, SEE SCHEDULE <x>, SEE PART <x>). Classed with the placeholders.","pattern match of a field, ignoring case and trailing punctuation; a field holding a web address never matches" |
| foundations.csv,see_website_only,"true if, after the filter, the filing has no application information and at least one of the three texts is only SEE WEBSITE (a pointer without an address). Classed with the placeholders.","exact match of a field to SEE WEBSITE, ignoring case and trailing punctuation" |
| foundations.csv,contact_given,"true if the latest filing gives any contact name, address, phone or email. The contact details themselves are not in this file. Not used for the class.","any of irs_990_pf_application_policies.contact_name, contact_address, contact_phone, contact_email is not null" |
| foundations.csv,class,"preselected_only: box checked, no application information. preselected_but_info: box checked, application information given. application_info: box not recorded as checked, application information given. no_info: box not recorded as checked, no application information. Application information here means at least one of submission_url_given, form_or_materials_given, deadlines_given, web_address_given is true (after the placeholder filter).",Rule applied to preselected_box and the application information booleans above |
| foundations.csv,class_raw,"The same four classes, but application information means any of the three application texts is stored, however short (before the placeholder filter and without the web address test).","preselected_box and: submission_url, application_form_and_materials or submission_deadlines is not null" |
| foundations.csv,cumulative_paid_usd,"Grants paid, summed over all of the foundation's filings in the corpus (one to four tax years).",funder_profiles.total_paid_amount |
| foundations.csv,cumulative_grant_count,"Number of grants paid, summed over all of the foundation's filings in the corpus.",funder_profiles.paid_grant_count |
| foundations.csv,filings_count,Number of distinct returns (EIN and tax period) in the corpus for the foundation.,funder_profiles.filings_count |
| foundations.csv,fin_tax_year,2024 if the foundation has a 2024 filing; empty otherwise. The money and size columns below come from this year only.,irs_990_pf_filings.tax_year |
| foundations.csv,fin_period_count,Number of 2024 tax periods filed (more than one when the foundation changed its tax year). Empty without a 2024 filing.,"count of irs_990_pf_filings rows with tax_year = 2024, duplicates of the same ein, tax year and period end collapsed to the latest filed" |
| foundations.csv,short_period,true if any 2024 period is shorter than 360 days. Empty without a 2024 filing.,tax_period_end - tax_period_start < 360 days |
| foundations.csv,paid_2024_usd,"Grants paid in 2024, summed over the 2024 periods.",sum of irs_990_pf_filings.paid_grant_total for tax_year = 2024 |
| foundations.csv,grants_2024_count,"Number of grants paid in 2024, summed over the 2024 periods.",sum of irs_990_pf_filings.paid_grant_count for tax_year = 2024 |
| foundations.csv,assets_fmv_2024_usd,"Total assets at fair market value on the 2024 filing (latest period end), as stored. Empty if absent.",irs_990_pf_filings.total_assets_amount |
| foundations.csv,asset_band,"Quartile of 2024 total assets across the 2024 cohort with assets. Q1 smallest, Q4 largest. Cut points are in snapshot.json.",Quartiles (linear interpolation) of assets_fmv_2024_usd; a value equal to a cut point belongs to the higher band |
| foundations.csv,filer_state_2024,"State in the address the foundation reported on its 2024 filing (latest period end). It is the filer-reported address state, not a headquarters, and can be a trustee's or administrator's address.",irs_990_pf_filings.hq_state |
| states.csv,state,Filer-reported state on the 2024 filing (UNKNOWN when none). Cohort: foundations with a 2024 filing.,foundations.csv filer_state_2024 |
| states.csv,asset_band,all = every cohort foundation in the state; Q1 to Q4 = the cohort foundations in that asset band (foundations without assets appear only in all).,foundations.csv asset_band |
| states.csv,foundations,Number of cohort foundations in the row. Blank when suppressed.,"Count of foundations.csv rows with the state and band, fin_tax_year = 2024" |
| states.csv,suppressed,true when the row has fewer than 20 foundations; every figure in it is then blank.,foundations < 20 |
| states.csv,n_preselected_only,Number of the row's foundations in class preselected_only.,Count by foundations.csv class |
| states.csv,n_preselected_but_info,Number of the row's foundations in class preselected_but_info.,Count by foundations.csv class |
| states.csv,n_application_info,Number of the row's foundations in class application_info.,Count by foundations.csv class |
| states.csv,n_no_info,Number of the row's foundations in class no_info.,Count by foundations.csv class |
| states.csv,share_preselected_only,"n_preselected_only divided by foundations in the row, 0 to 1, four decimals.",n_preselected_only / foundations |
| states.csv,share_preselected_but_info,"n_preselected_but_info divided by foundations in the row, 0 to 1, four decimals.",n_preselected_but_info / foundations |
| states.csv,share_application_info,"n_application_info divided by foundations in the row, 0 to 1, four decimals.",n_application_info / foundations |
| states.csv,share_no_info,"n_no_info divided by foundations in the row, 0 to 1, four decimals.",n_no_info / foundations |
| states.csv,paid_2024_usd_preselected_only,"2024 grants paid by the row's foundations in class preselected_only, in US dollars.",Sum of foundations.csv paid_2024_usd by class |
| states.csv,paid_2024_usd_preselected_but_info,"2024 grants paid by the row's foundations in class preselected_but_info, in US dollars.",Sum of foundations.csv paid_2024_usd by class |
| states.csv,paid_2024_usd_application_info,"2024 grants paid by the row's foundations in class application_info, in US dollars.",Sum of foundations.csv paid_2024_usd by class |
| states.csv,paid_2024_usd_no_info,"2024 grants paid by the row's foundations in class no_info, in US dollars.",Sum of foundations.csv paid_2024_usd by class |
| states.csv,assets_fmv_2024_usd_preselected_only,"2024 total assets at fair market value of the row's foundations in class preselected_only, in US dollars (foundations without assets add nothing).",Sum of foundations.csv assets_fmv_2024_usd by class |
| states.csv,assets_fmv_2024_usd_preselected_but_info,"2024 total assets at fair market value of the row's foundations in class preselected_but_info, in US dollars (foundations without assets add nothing).",Sum of foundations.csv assets_fmv_2024_usd by class |
| states.csv,assets_fmv_2024_usd_application_info,"2024 total assets at fair market value of the row's foundations in class application_info, in US dollars (foundations without assets add nothing).",Sum of foundations.csv assets_fmv_2024_usd by class |
| states.csv,assets_fmv_2024_usd_no_info,"2024 total assets at fair market value of the row's foundations in class no_info, in US dollars (foundations without assets add nothing).",Sum of foundations.csv assets_fmv_2024_usd by class |
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