SOI 2007 990PF

Number of variables	331
Number of records	12776

Field Name
Field Type

Description and Values

Basic Info

EIN
Character
(9)

Employer Identification Number
Employer identification number.

NAME
Character
(70)

Name.
Name.

STATE
Character
(2)

State
Two-letter state abbreviation.

NTEE1
Character
(2)

NTEE major group
NTEE major group (A-Z)

	Unknown
A	Arts, Culture, and Humanities
B	Education
C	Environmental Quality, Protection, and Beautification
D	Animal-Related
E	Health
F	Mental Health, Crisis Intervention
G	Diseases, Disorders, Medical Disciplines
H	Medical Research
I	Crime, Legal Related
J	Employment, Job Related
K	Food, Agriculture, and Nutrition
L	Housing, Shelter
M	Public Safety
N	Recreation, Sports, Leisure, Athletics
O	Youth Development
P	Human Services - Multipurpose and Other
Q	International, Foreign Affairs, and National Security
R	Civil Rights, Social Action, Advocacy
S	Community Improvement, Capacity Building
T	Philanthropy, Voluntarism, and Grantmaking Foundations
U	Science and Technology Research Institutes, Services
V	Social Science Research Institutes, Services
W	Public, Society Benefit - Multipurpose and Other
X	Religion Related, Spiritual Development
Y	Mutual/Membership Benefit Organizations, Other
Z	Unknown

NTEECC
Character
(4)

NTEECC primary purpose
NTEECC classification

zip5
Character
(5)

Zip code, 5 digits
First 5 digits of zip code

FIPS
Character
(5)

State + County FIPS code
2-digit State + 3-digit County FIPS code (Federal Information Processing Standard). See also U.S. Census Bureau State & County QuickFacts.

MSA_NECH
Character
(4)

Metropolitan Statistical Area
Metropolitan Statistical Area (NCCS file) (list)

PMSA
Character
(4)

Primary MSA
Primary Metropolitan Statistical Area

outnccs
Character
(20)

Out of Scope flag
Out-of-scope (IN/OUT) (see OUTREAS doc. for details)

OUTREAS
Character
(20)

Reason why out of scope
Reason why out of scope

	No value
4	4- Not a 501(c)(3)
F	F- Foreign organization
G	G- Government Entity
I	I- Coded out of scope by Independent Sector
N	N- Coded out of scope by NCCS (e.g. foreign address on Form 990)
S	S- Missing geographic information
T	T- U.S. Territory or armed forces overseas

Classification

ntmaj5
Character
(20)

Major subsector
Major subsector (5)

AR	Arts, culture, and humanities
ED	Education
HE	Health
HU	Human services
OT	Other

ntmaj10
Character
(20)

NTEE major group (10)
10 NTEE major groups

AR	Arts, culture, and humanities
ED	Education
EN	Environment
HE	Health
HU	Human services
IN	International
MU	Mutual benefit
PU	Public and societal benefit
RE	Religion
UN	Unknown

ntmaj12
Character
(20)

NTEE major group (12)
12 NTEE major groups: ntmaj10 plus higher education (BH) and hospitals (EH)

AR	Arts, culture, and humanities
BH	Education, higher
ED	Education
EH	Hospitals
EN	Environment
HE	Health
HU	Human services
IN	International
MU	Mutual benefit
PU	Public and societal benefit
RE	Religion
UN	Unknown

NTEEconf
Character
(1)

NTEE confidence rating
NTEE classification confidence rating (A/B/C)

MAJGRPB
Character
(1)

Major NTEE group
Major NTEE group plus hospitals and higher education

A	A-Arts, Culture & Humanities
B	B-Education
BH	BH-Higher educ.
C	C-Environment
D	D-Animal Related
E	E-Health - General
EH	EH-Hospitals
F	F-Mental Health
G	G-Health - Disease Specific (general)
H	H-Health - Disease Specific (research)
I	I-Crime, Legal Related
J	J-Employment, Job Related
K	K-Food, Agriculture, Nutrition
L	L-Housing, Shelter
M	M-Public Safety, Disaster Preparedness
N	N-Recreation and Sports
O	O-Youth Development
P	P-Human Services, Multipurpose and Other
Q	Q-International, Foreign Affairs
R	R-Civil Rights/Advocacy
S	S-Community Improvement
T	T-Philanthropy, Voluntarism
U	U-Science and Technology
V	V-Social Science
W	W-Public, Society Benefit
X	X-Religion Related
Y	Y-Mutual/Membership Benefit
Z	Z-Unknown, Unclassified

Basic Info

E005
Character
(1)

Return Status Cd
Return Status Code

A	A - Amended return
C	C - Address Change
F	F - Final return
I	I - Initial return
N	N - Name Change

E010
Character
(5)

Tax Period End Date
Tax Period End Date

E050
Character
(5)

Foundation Code
Type of Foundation Code

E	E - Private Foundation
T	T - Charitable Trust

E060
Character
(5)

Foreign Org Code
Foreign Organization Code

E	E - Exempt Foreign Organization
F	F - Foreign Organization
N	N - Domestic Organization

E070
Character
(1)

507(B)1(A) Termination
507(B)1(A) Termination

E080
Character
(1)

507(B)1(B) Termination
507(B)1(B) Termination

E090
Character
(1)

Accounting Method
Accounting Method

E100
Numeric
(1)

FMV of Assets
Fair Market Value of Assets

Part I

R010
Numeric
(1)

Cont., Gifts, Grants, Etc.
Cont., Gifts, Grants, Etc. Col. A

R020
Numeric
(1)

Interest
Interest on savings and temporary cash investments Col. A

R030
Numeric
(1)

Dividends
Dividends Col. A

R040
Numeric
(1)

Gross Rents
Gross Rents Col. A

R050
Numeric
(1)

Net Gain from Sale of Assets
Net Gain (Loss) from Sale of Assets Col. A

R060
Numeric
(1)

Gross Profit from Sales Activ.
Gross Profit (Loss) from Sales Activities Col. A

R070
Numeric
(1)

Other Income
Other Income Col. A

R080
Numeric
(1)

Tot. Income Col A
Total Income Col. A

R090
Numeric
(1)

Cap. Gain Net Income
Capital Gain Net Income (Part I, Line 7 Col B)

R100
Numeric
(1)

Tot. Income Col B
Total Income Col. B

X010
Numeric
(1)

Comp. of Officers
Compensation of Officers Col. A

X020
Numeric
(1)

Other Salaries & Wages
Other Salaries and Wages Col. A

X030
Numeric
(1)

Pension Plans
Pension Plans Col. A

X040
Numeric
(1)

Legal Fees
Legal Fees Col. A

X050
Numeric
(1)

Accounting Fees
Accounting Fees Col. A

X060
Numeric
(1)

Other Prof. Fees
Other Professional Fees Col. A

X070
Numeric
(1)

Interest Exp
Interest Expense Col. A

X080
Numeric
(1)

Taxes
Taxes Col. A

X090
Numeric
(1)

Depreciation
Depreciation & Depletion Col. A

X100
Numeric
(1)

Occupancy
Occupancy Col. A

X110
Numeric
(1)

Travel, Confs., Mtgs.
Travel, Confs., Mtgs. Col. A

X120
Numeric
(1)

Printing and Pubs
Printing and Publications Col. A

X130
Numeric
(1)

Other Expenses
Other Expenses Col. A

X140
Numeric
(1)

Contributions, Gifts, Grants
Contributions, Gifts, Grants Col. A

X150
Numeric
(1)

Tot. Expenses Col A
Total Expenses Col. A

X160
Numeric
(1)

Excess Rev. Over Expenses
Excess Revenue Over Expenses Col. A

X170
Numeric
(1)

Tot. Expenses Col B
Total Expenses Col. B

X180
Numeric
(1)

Net Investment Income
Net Investment Income Col. B

X190
Numeric
(1)

Comp. of Officers Col D
Compensation of Officers Col. D

X200
Numeric
(1)

Other Salaries & Wages Col D
Other Salaries and Wages Col. D

X210
Numeric
(1)

Pension Plans Col D
Pension Plans Col. D

X220
Numeric
(1)

Legal Fees Col D
Legal Fees Col. D

X230
Numeric
(1)

Accounting Fees Col D
Accounting Fees Col. D

X240
Numeric
(1)

Other Prof. Fees Col D
Other Professional Fees Col. D

X250
Numeric
(1)

Interest Exp Col D
Interest Exp Col. D

X260
Numeric
(1)

Taxes Col D
Taxes Col. D

X270
Numeric
(1)

Occupancy Col D
Occupancy Col. D

X280
Numeric
(1)

Travel, Confs., Mtgs. Col D
Travel, Confs., Mtgs. Col. D

X290
Numeric
(1)

Printing and Pub Col D
Printing and Publications Col. D

X300
Numeric
(1)

Other Expenses Col D
Other Expenses Col. D

X310
Numeric
(1)

Contributions, Gifts,Grants Col D
Contributions, Gifts,Grants Col. D

X320
Numeric
(1)

Tot. Expenses Col D
Total Expenses Col. D

Part II

A001
Numeric
(1)

Cash Col A
Cash Col. A

A002
Numeric
(1)

Savings Col A
Savings Col. A

A003
Numeric
(1)

Accounts Receivable Col A
Accounts Receivable Col. A

A004
Numeric
(1)

Pledges Receivable Col A
Pledges Receivable Col. A

A005
Numeric
(1)

Grants Receivable Col A
Grants Receivable Col. A

A006
Numeric
(1)

Rec Due from Officers Col A
Receivables Due from Officers Col.A

A007
Numeric
(1)

Other Notes & Loans Rec Col A
Other Notes & Loans Recvble. Col. A

A008
Numeric
(1)

Inventories Col A
Inventories Col. A

A009
Numeric
(1)

Prepaid Exp Col A
Prepaid Expenses Col. A

A010
Numeric
(1)

Invest-Govt obligat. Col A
Investments-Govt obligations Col. A

A020
Numeric
(1)

Invest-Corp. Stock Col A
Investments-Corporate Stock Col. A

A030
Numeric
(1)

Invest-Corp. Bonds Col A
Investments-Corporate Bonds Col. A

A031
Numeric
(1)

Invest-Land, Bld, & Equip Col A
Invest.-Land, Bldgs, & Equip. Col. A

A032
Numeric
(1)

Invest-Mortgage Loans Col A
Investments-Mortgage Loans Col. A

A033
Numeric
(1)

Invest-Other Col A
Investments-Other Col. A

A034
Numeric
(1)

Land, Bldgs, and Equip Col A
Land, Bldgs, and Equipment Col. A

A035
Numeric
(1)

Other Assets Col A
Other Assets Col. A

A040
Numeric
(1)

Tot. Assets Col A
Total Assets Col. A

A050
Numeric
(1)

Cash Col B
Cash Col. B

A060
Numeric
(1)

Savings Col B
Savings Col. B

A070
Numeric
(1)

Accounts Receivable Col B
Accounts Receivable Col. B

A080
Numeric
(1)

Pledges Receivable Col B
Pledges Receivable Col. B

A090
Numeric
(1)

Grants Receivable Col B
Grants Receivable Col. B

A100
Numeric
(1)

Rec Due from Officers Col B
Receivables Due from Officers Col.B

A110
Numeric
(1)

Other Notes & Loans Rec Col B
Other Notes & Loans Recvble. Col. B

A120
Numeric
(1)

Inventories Col B
Inventories Col. B

A130
Numeric
(1)

Prepaid Exp Col B
Prepaid Expenses Col. B

A140
Numeric
(1)

Invest-Govt obligat. Col B
Investments-Govt obligations Col. B

A150
Numeric
(1)

Invest-Corp. Stock Col B
Investments-Corporate Stock Col. B

A160
Numeric
(1)

Invest-Corp. Bonds Col B
Investments-Corporate Bonds Col. B

A170
Numeric
(1)

Invest-Land, Bld, & Equip Col B
Invest.-Land, Bldgs, & Equip. Col. B

A180
Numeric
(1)

Invest-Mortgage Loans Col B
Investments-Mortgage Loans Col. B

A190
Numeric
(1)

Invest-Other Col B
Investments-Other Col. B

A200
Numeric
(1)

Land, Bldgs, and Equip Col B
Land, Bldgs, and Equipment Col. B

A210
Numeric
(1)

Other Assets Col B
Other Assets Col. B

A220
Numeric
(1)

Tot. Assets Col B
Total Assets Col. B

A230
Numeric
(1)

Cash Col C
Cash Col. C

A240
Numeric
(1)

Savings Col C
Savings Col. C

A250
Numeric
(1)

Accounts Receivable Col C
Accounts Receivable Col. C

A260
Numeric
(1)

Pledges Receivable Col C
Pledges Receivable Col. C

A270
Numeric
(1)

Grants Receivable Col C
Grants Receivable Col. C

A280
Numeric
(1)

Rec Due from Officers Col C
Receivables Due from Officers Col.C

A290
Numeric
(1)

Other Notes & Loans Rec Col C
Other Notes & Loans Recvble. Col. C

A300
Numeric
(1)

Inventories Col C
Inventories Col. C

A310
Numeric
(1)

Prepaid Exp Col C
Prepaid Expenses Col. C

A320
Numeric
(1)

Invest-Govt obligat. Col C
Investments-Govt obligations Col. C

A330
Numeric
(1)

Invest-Corp. Stock Col C
Investments-Corporate Stock Col. C

A340
Numeric
(1)

Invest-Corp. Bonds Col C
Investments-Corporate Bonds Col. C

A350
Numeric
(1)

Invest-Land, Bld, & Equip Col C
Invest.-Land, Bldgs, & Equip. Col. C

A360
Numeric
(1)

Invest-Mortgage Loans Col C
Investments-Mortgage Loans Col. C

A370
Numeric
(1)

Invest-Other Col C
Investments-Other Col. C

A380
Numeric
(1)

Land, Bldgs, and Equip Col C
Land, Bldgs, and Equipment Col. C

A390
Numeric
(1)

Other Assets Col C
Other Assets Col. C

A400
Numeric
(1)

Tot. Assets Col C
Total Assets Col. C

L010
Numeric
(1)

Tot. Liabilities Col A
Total Liabilities Col. A

L020
Numeric
(1)

Tot. Liabilities Col B
Total Liabilities Col. B

N010
Numeric
(1)

Tot. Fnd Bal/Net Wrth Col A
Total Fund Balance/Net Worth Col. A

N020
Numeric
(1)

Tot. Fnd Bal/Net Wrth Col B
Total Fund Balance/Net Worth Col. B

Part III

B010
Numeric
(1)

Other Increase Fnd Bal/Net Wrth
Other Increases in Fund Balance/Net Worth

B020
Numeric
(1)

Other Decrease Fnd Bal/Net Wrth
Other Decreases in Fund Balance/Net Worth

Part IV

R190
Numeric
(1)

Capital Gain Net Inc (Pt IV)
Capital Gain Net Income (Part IV)

Part V

T010
Numeric
(1)

Average Payout Ratio (Pt V)
Average Payout Ratio (Part V)

T020
Numeric
(1)

Net Invest Assets (Pt V)
Net Investment Assets (Part V)

T030
Numeric
(1)

Mult. Line 4 by Line 3 (Pt V)
Multiply Line 4 by Line 3 (Part V)

Part VI

T050
Character
(1)

Section 4940 Code (Pt VI)
Section 4940 Code (Part VI)

T053
Numeric
(1)

Section 511 Tax (Pt VI)
Tax under section 511 (4947(a)(1) trusts and taxable foundations only)

T055
Numeric
(1)

Subtitle A Income Tax (Pt VI)
Subtitle A tax (4947(a)(1) trusts and taxable foundations only)

T060
Numeric
(1)

Tax on Invest Inc (Pt VI)
Tax on Investment Income (Part VI)

Part VII-A

Q010
Character
(1)

Pt VII-A Q 4(a)
Part VII Q 4(a) - Urelated Bus Inc > $1,000?

Q015
Character
(1)

Pt VII-A Q 4(b)
Part VII-A Q 4(b) - Filed 990-T for this year?

Q020
Character
(1)

Pt VII-A Q 5
Part VII Q 5 - Liquidation, Termination, etc?

Q030
Character
(1)

Pt VII-A Q 9
Part VII Q 9 - Sect 4942(j)(3 or 5) Status?

Q130
Character
(1)

Pt VII-A Q 11(a)
Part VII-A Q 11(a) - At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?

Q135
Character
(1)

Pt VII-A Q 11(b)
Part VII-A Q 11(b) - If 'Yes,' did the foundation have a binding written contract in effect on August 17, 2006, covering the interest, rents, royalties, and annuities described in the attachment for line 11a?

Q140
Character
(1)

Pt VII-A Q 12
Part VII-A Q 12 - Did the foundation acquire a direct or indirect interest in any applicable insurance contract?

Part VII-B

Q032A
Character
(1)

Pt VII-B, Q 1a(1)
Pt VII-B, Q 1a(1) - Engage in the sale or exchange, or leasing of property with a disqualified person?

Q032B
Character
(1)

Pt VII-B, Q 1a(2)
Pt VII-B, Q 1a(2) - Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?

Q032C
Character
(1)

Pt VII-B, Q 1a(3)
Pt VII-B, Q 1a(3) - Furnish goods, services, or facilities to (or accept them from) a disqualified person?

Q032D
Character
(1)

Pt VII-B, Q 1a(4)
Pt VII-B, Q 1a(4) - Pay compensation to, or pay or reimburse the expenses of, a disqualified person?

Q032E
Character
(1)

Pt VII-B, Q 1a(5)
Pt VII-B, Q 1a(5) - Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?

Q032F
Character
(1)

Pt VII-B, Q 1a(6)
Pt VII-B, Q 1a(6) - Agree to pay money or property to a government official?

Q034
Character
(1)

Pt VII-B, Q 1b
Pt VII-B, Q 1b - Did any acts fail to qualify?

Q035
Character
(1)

Pt VII-B, Q 1b checkbox
Pt VII-B, Q 1b - Organization relying on disaster assistance notice?

Q036
Character
(1)

Pt VII-B, Q 1c
Pt VII-B, Q 1c - Acts described in 1a in a prior year?

Q040
Character
(1)

Pt VII-B, Q 2a
Part VII-B, Q 2a - Undistributed income?

Q045
Character
(1)

Pt VII-B, Q 2b
Pt VII-B, Q 2b - Not applying sect 4942(a)(2) in any yrs listed?

Q048
Character
(1)

Pt VII-B, Q 3a
Pt VII-B, Q 3a - Hold more than a 2% interest in business?

Q050
Character
(1)

Pt VII-B, Q 3b
Part VII-B, Q 3b - Excess business holdings?

Q052
Character
(1)

Pt VII-B, Q 4a
Pt VII-B, Q 4a - Invest this year would jeopardize charitable purposes?

Q054
Character
(1)

Pt VII-B, Q 4b
Pt VII-B, Q 4b - Invest prior year would jeopardize charitable purposes?

Q056A
Character
(1)

Pt VII-B, Q 5a(1)
Pt VII-B, Q 5a(1) - Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?

Q056B
Character
(1)

Pt VII-B, Q 5a(2)
Pt VII-B, Q 5a(2) - Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?

Q056C
Character
(1)

Pt VII-B, Q 5a(3)
Pt VII-B, Q 5a(3) - Provide a grant to an individual for travel, study, or other similar purposes?

Q056D
Character
(1)

Pt VII-B, Q 5a(4)
Pt VII-B, Q 5a(4) - Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?

Q056E
Character
(1)

Pt VII-B, Q 5a(5)
Pt VII-B, Q 5a(5) - Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?

Q057
Character
(1)

Pt VII-B, Q 5b
Pt VII-B, Q 5b - Did any transactions fail to qualify?

Q058
Character
(1)

Pt VII-B, Q 5b checkbox
Pt VII-B, Q 5b - Organization relying on disaster assistance notice?

Q059
Character
(1)

Pt VII-B, Q 5c
Pt VII-B, Q 5c - Maintained expenditure responsibility for grant?

Q060
Character
(1)

Pt VII-B, Q 6a
Part VII-B, Q 6a - Receive funds to pay personal benefit contract?

Q070
Character
(1)

Pt VII-B, Q 6b
Part VII-B, Q 6b - Pay on a personal benefit contract?

Part VIII-1

C100
Character
(3)

No. of Uncomp Officers,Dir,ect.
No. of Uncompensated Officers, Directors, etc.

COMP_CNT
Numeric
(3)

No. of Comp Officers,Dir,ect.
No. of Compensated Officers, Directors, etc. (see related 990-PF compensation sub-table)

Part VIII-2

H010
Character
(2)

Average Hours / Week-Emp1
Average Hours Per Week-Employee 1

H020
Numeric
(2)

Compensation-Emp1
Compensation-Employee 1

H030
Numeric
(2)

Contrib.to Emp Benefit-Emp1
Contrib.to Employee Benefit Plans-Employee 1

H040
Numeric
(2)

Exp Acct/Oth. Allow-Emp1
Expense Account/Other Allowances-Employee 1

H110
Character
(2)

Average Hours / Week-Emp2
Average Hours Per Week-Employee 2

H120
Numeric
(2)

Compensation-Emp2
Compensation-Employee 2

H130
Numeric
(2)

Contrib.to Emp Benefit-Emp2
Contrib.to Employee Benefit Plans-Employee 2

H140
Numeric
(2)

Exp Acct/Oth. Allow-Emp2
Expense Account/Other Allowances-Employee 2

H210
Character
(2)

Average Hours / Week-Emp3
Average Hours Per Week-Employee 3

H220
Numeric
(2)

Compensation-Emp3
Compensation-Employee 3

H230
Numeric
(2)

Contrib.to Emp Benefit-Emp3
Contrib.to Employee Benefit Plans-Employee 3

H240
Numeric
(2)

Exp Acct/Oth. Allow-Emp3
Expense Account/Other Allowances-Employee 3

H310
Character
(2)

Average Hours / Week-Emp4
Average Hours Per Week-Employee 4

H320
Numeric
(2)

Compensation-Emp4
Compensation-Employee 4

H330
Numeric
(2)

Contrib.to Emp Benefit-Emp4
Contrib.to Employee Benefit Plans-Employee 4

H430
Numeric
(2)

Contrib.to Emp Benefit-Emp4
Contrib.to Employee Benefit Plans-Employee 4

H340
Numeric
(2)

Exp Acct/Oth. Allow-Emp4
Expense Account/Other Allowances-Employee 4

H410
Character
(2)

Average Hours / Week-Emp5
Average Hours Per Week-Employee 5

H420
Numeric
(2)

Compensation-Emp5
Compensation-Employee 5

H440
Numeric
(2)

Exp Acct/Oth. Allow-Emp5
Expense Account/Other Allowances-Employee 5

H500
Character
(3)

Tot. No of Other Emp Pd >$50k
Total Number of Other Employees Paid >$50,000

Part X

M010
Numeric
(3)

Net Value Nonchar-use Asset (Pt X)
Net Value of Noncharitable-use Assets (Part X)

M020
Numeric
(3)

Min Investment Return (Pt X)
Minimum Investment Return (Part X)

Part XI

M030
Numeric
(3)

Tax on Invest Inc (Pt XI)
Tax on Investment Income (Part XI)

M040
Numeric
(3)

Income Tax Subtitle A (Pt XI)
Income Tax Under Subtitle A (Part XI)

M050
Numeric
(3)

Recoveries (Pt XI)
Recoveries of Qualifying Distributions (Part XI)

M070
Numeric
(3)

Ded from Distrib. Amt. (Pt XI)
Deduction from Distributable Amount (Part XI)

M080
Numeric
(3)

Distrib. Amt. As Adjusted (Pt XI)
Distributable Amount as Adjusted (Part XI)

Part XII

D010
Numeric
(3)

Exp, Contrib, Gifts, (Pt XII)
Expenses, Contributions, Gifts, Etc. (Part XII)

D020
Numeric
(3)

Prog. Related Invest (Pt XII)
Program Related Investments (Part XII)

D030
Numeric
(3)

Amt. to Acquire Assets (Pt XII)
Amount Paid To Acquire Assets (Part XII)

D040
Numeric
(3)

Suitability Test (Pt XII)
Suitability Test (Part XII)

D050
Numeric
(3)

Cash Distribution Test (Pt XII)
Cash Distribution Test (Part XII)

D060
Numeric
(3)

Tot. Qualifying Dist (Pt XII)
Total Qualifying Distributions (Part XII)

Part XIII

U010
Numeric
(3)

Prior Excess Dist C-over
Prior Excess Distributions Carryover

U020
Numeric
(3)

Dist Out of Corpus
Distributions Out of Corpus

U030
Numeric
(3)

Remaining Amt. Distributed
Remaining Amount Distributed

U040
Numeric
(3)

Excess Dist. C-over Applied
Excess Distribution Carryover Applied

U050
Numeric
(3)

Tot. Net Corpus
Total Net Corpus

U060
Numeric
(3)

Amts. Treated As Dists
Amounts Treated As Distributions

U070
Numeric
(3)

Excess Dist. C-over, 1st Yr
Excess Dist. Carryover From 1st Prior Year

U080
Numeric
(3)

Excess Dist. C-over to Next Yr
Excess Dist. Carryover to Next Year

U085
Numeric
(3)

Undisributed Income - Prior Yrs.
Undistributed income for 3 prior years

U090
Numeric
(3)

Applied to Undist. Inc. Prior Yrs
Applied to Undistributed Income of Prior Years

U094
Numeric
(3)

Prior Yrs. Undist. Income - Notice issued
Prior 3 years undistributed income - notice issued / tax assessed

U096
Numeric
(3)

Undistributed Income - Taxable Amt.
Prior 3 years undistributed income - tabable amount

U100
Numeric
(3)

Undistrib Inc. Prev Yr
Undistributed Income in Previous Year

U110
Numeric
(3)

Applied to Undist. Inc. Prev Yr
Applied to Undistributed Income in Previous Year

U120
Numeric
(3)

Undistributed Income for Prev Yr
Undistributed Income for Previous Year

U130
Numeric
(3)

Distributable Amt (Pt XIII)
Distributable Amount (Part XIII)

U140
Numeric
(3)

Qualifying Dist Applied (Pt XIII)
Qualifying Distributions Applied (Part XIII)

U150
Numeric
(3)

Undistributed Income (Pt XIII)
Undistributed Income (Part XIII)

Part XIV

Q100
Character
(1)

Part XIV filled out?
Part XIV (Private Operating Foundations) filled out?

Part XVI-A

I001
Character
(6)

Prog. service (a) Bus cd-Col A
Program service (a) Business code-Col A

I002
Numeric
(6)

Prog. service (a) amt-Col B
Program service (a) amt-Col B

I003
Character
(2)

Prog. service (a) excl cd-Col C
Program service (a) Exclusion code-Col C

I004
Numeric
(2)

Prog. service (a) amt-Col D
Program service (a) amt-Col D

I005
Numeric
(2)

Prog. service (a) amt-Col E
Program service (a) amt-Col E

I011
Character
(6)

Prog. service (b) Bus cd-Col A
Program service (b) Business code-Col A

I012
Numeric
(6)

Prog. service (b) amt-Col B
Program service (b) amt-Col B

I013
Character
(2)

Prog. service (b) excl cd-Col C
Program service (b) Exclusion code-Col C

I014
Numeric
(2)

Prog. service (b) amt-Col D
Program service (b) amt-Col D

I015
Numeric
(2)

Prog. service (b) amt-Col E
Program service (b) amt-Col E

I021
Character
(6)

Prog. service (c) Bus cd-Col A
Program service (c) Business code-Col A

I022
Numeric
(6)

Prog. service (c) amt-Col B
Program service (c) amt-Col B

I023
Character
(2)

Prog. service (c) excl cd-Col C
Program service (c) Exclusion code-Col C

I024
Numeric
(2)

Prog. service (c) amt-Col D
Program service (c) amt-Col D

I025
Numeric
(2)

Prog. service (c) amt-Col E
Program service (c) amt-Col E

I031
Character
(6)

Prog. service (d) Bus cd-Col A
Program service (d) Business code-Col A

I032
Numeric
(6)

Prog. service (d) amt-Col B
Program service (d) amt-Col B

I033
Character
(2)

Prog. service (d) excl cd-Col C
Program service (d) Exclusion code-Col C

I034
Numeric
(2)

Prog. service (d) amt-Col D
Program service (d) amt-Col D

I035
Numeric
(2)

Prog. service (d) amt-Col E
Program service (d) amt-Col E

I041
Character
(6)

Prog. service (e) Bus cd-Col A
Program service (e) Business code-Col A

I042
Numeric
(6)

Prog. service (e) amt-Col B
Program service (e) amt-Col B

I043
Character
(2)

Prog. service (e) excl cd-Col C
Program service (e) Exclusion code-Col C

I044
Numeric
(2)

Prog. service (e) amt-Col D
Program service (e) amt-Col D

I045
Numeric
(2)

Prog. service (e) amt-Col E
Program service (e) amt-Col E

I051
Character
(6)

Prog. service (f) Bus cd-Col A
Program service (f)Business code-Col A

I052
Numeric
(6)

Prog. service (f) amt-Col B
Program service (f) amt-Col B

I053
Character
(2)

Prog. service (f) excl cd-Col C
Program service (f) Exclusion code-Col C

I054
Numeric
(2)

Prog. service (f) amt-Col D
Program service (f) amt-Col D

I055
Numeric
(2)

Prog. service (f) amt-Col E
Program service (f) amt-Col E

I061
Character
(6)

Prog. service (g) Bus cd-Col A
Program service (g) Business code-Col A

I062
Numeric
(6)

Prog. service (g) amt-Col B
Program service (g) amt-Col B

I063
Character
(2)

Prog. service (g) excl cd-Col C
Program service (g) Exclusion code-Col C

I064
Numeric
(2)

Prog. service (g) amt-Col D
Program service (g) amt-Col D

I065
Numeric
(2)

Prog. service (g) amt-Col E
Program service (g) amt-Col E

I071
Character
(6)

Membership Bus cd-Col A
Membership Dues Business code-Col A

I072
Numeric
(6)

Membership amt-Col B
Membership Dues amt-Col B

I073
Character
(2)

Membership excl cd-Col C
Membership Dues Exclusion code-Col C

I074
Numeric
(2)

Membership amt-Col D
Membership Dues amt-Col D

I075
Numeric
(2)

Membership amt-Col E
Membership Dues amt-Col E

I081
Character
(6)

Interest Bus cd-Col A
Interest on Cash Business code-Col A

I082
Numeric
(6)

Interest amt-Col B
Interest on Cash amt-Col B

I083
Character
(2)

Interest excl cd-Col C
Interest on Cash Exclusion code-Col C

I084
Numeric
(2)

Interest amt-Col D
Interest on Cash amt-Col D

I085
Numeric
(2)

Interest amt-Col E
Interest on Cash amt-Col E

I091
Character
(6)

Dividends Bus cd-Col A
Dividends & Interest on Securities Business code-Col A

I092
Numeric
(6)

Dividends amt-Col B
Dividends & Interest on Securities amt-Col B

I093
Character
(2)

Dividends excl cd-Col C
Dividends & Interest on Securities Exclusion code-Col C

I094
Numeric
(2)

Dividends amt-Col D
Dividends & Interest on Securities amt-Col D

I095
Numeric
(2)

Dividends amt-Col E
Dividends & Interest on Securities amt-Col E

I101
Character
(6)

Net RE Rent Inc DF Bus cd-Col A
Net Real Estate Rental Income (Debt Financed) Business code-Col A

I102
Numeric
(6)

Net RE Rent Inc DF amt-Col B
Net Real Estate Rental Income (Debt Financed) amt-Col B

I103
Character
(2)

Net RE Rent Inc DF excl cd-Col C
Net Real Estate Rental Income (Debt Financed) Exclusion code-Col C

I104
Numeric
(2)

Net RE Rent Inc DF amt-Col D
Net Real Estate Rental Income (Debt Financed) amt-Col D

I105
Numeric
(2)

Net RE Rent Inc DF amt-Col E
Net Real Estate Rental Income (Debt Financed) amt-Col E

I111
Character
(6)

Net RE Rent Inc NDF Bus cd-Col A
Net Real Estate Rental Income (Not Debt Financed) Business code-Col A

I112
Numeric
(6)

Net RE Rent Inc NDF amt-Col B
Net Real Estate Rental Income (Not Debt Financed) amt-Col B

I113
Character
(2)

Net RE Rent Inc NDF excl cd-Col C
Net Real Estate Rental Income (Not Debt Financed) Exclusion code-Col C

I114
Numeric
(2)

Net RE Rent Inc NDF amt-Col D
Net Real Estate Rental Income (Not Debt Financed) amt-Col D

I115
Numeric
(2)

Net RE Rent Inc NDF amt-Col E
Net Real Estate Rental Income (Not Debt Financed) amt-Col E

I121
Character
(6)

Net PP Rent Inc Bus cd-Col A
Net Rental Income from Personal Property Business code-Col A

I122
Numeric
(6)

Net PP Rent Inc amt-Col B
Net Rental Income from Personal Property amt-Col B

I123
Character
(2)

Net PP Rent Inc excl cd-Col C
Net Rental Income from Personal Property Exclusion code-Col C

I124
Numeric
(2)

Net PP Rent Inc amt-Col D
Net Rental Income from Personal Property amt-Col D

I125
Numeric
(2)

Net PP Rent Inc amt-Col E
Net Rental Income from Personal Property amt-Col E

I131
Character
(6)

Other Invest Inc Bus cd-Col A
Other Investment Income Business code-Col A

I132
Numeric
(6)

Other Invest Inc amt-Col B
Other Investment Income amt-Col B

I133
Character
(2)

Other Invest Inc excl cd-Col C
Other Investment Income Exclusion code-Col C

I134
Numeric
(2)

Other Invest Inc amt-Col D
Other Investment Income amt-Col D

I135
Numeric
(2)

Other Invest Inc amt-Col E
Other Investment Income amt-Col E

I141
Character
(6)

Gain Sale Asset Bus cd-Col A
Gain (Loss) from Sale of Assets Business code-Col A

I142
Numeric
(6)

Gain Sale Asset amt-Col B
Gain (Loss) from Sale of Assets amt-Col B

I143
Character
(2)

Gain Sale Asset excl cd-Col C
Gain (Loss) from Sale of Assets Exclusion code-Col C

I144
Numeric
(2)

Gain Sale Asset amt-Col D
Gain (Loss) from Sale of Assets amt-Col D

I145
Numeric
(2)

Gain Sale Asset amt-Col E
Gain (Loss) from Sale of Assets amt-Col E

I151
Character
(6)

Net Spec Evnt Bus cd-Col A
Net Income from Special Events Business code-Col A

I152
Numeric
(6)

Net Spec Evnt amt-Col B
Net Income from Special Events amt-Col B

I153
Character
(2)

Net Spec Evnt excl cd-Col C
Net Income from Special Events Exclusion code-Col C

I154
Numeric
(2)

Net Spec Evnt amt-Col D
Net Income from Special Events amt-Col D

I155
Numeric
(2)

Net Spec Evnt amt-Col E
Net Income from Special Events amt-Col E

I161
Character
(6)

Gr Profit Inventory Bus cd-Col A
Gross Profit (Loss) from Sale of Inventory Business code-Col A

I162
Numeric
(6)

Gr Profit Inventory amt-Col B
Gross Profit (Loss) from Sale of Inventory amt-Col B

I163
Character
(2)

Gr Profit Inventory excl cd-Col C
Gross Profit (Loss) from Sale of Inventory Exclusion code-Col C

I164
Numeric
(2)

Gr Profit Inventory amt-Col D
Gross Profit (Loss) from Sale of Inventory amt-Col D

I165
Numeric
(2)

Gr Profit Inventory amt-Col E
Gross Profit (Loss) from Sale of Inventory amt-Col E

I171
Character
(6)

Sum Other Rev. Bus cd-Col A
Sum of Other Revenue Lines Business code-Col A

I172
Numeric
(6)

Sum Other Rev. amt-Col B
Sum of Other Revenue Lines amt-Col B

I173
Character
(2)

Sum Other Rev. excl cd-Col C
Sum of Other Revenue Lines Exclusion code-Col C

I174
Numeric
(2)

Sum Other Rev. amt-Col D
Sum of Other Revenue Lines amt-Col D

I175
Numeric
(2)

Sum Other Rev. amt-Col E
Sum of Other Revenue Lines amt-Col E

I182
Numeric
(2)

Subtot amt-Col B
Subtotal Amount-Col B

I184
Numeric
(2)

Subtot amt-Col D
Subtotal Amount-Col D

I185
Numeric
(2)

Subtot amt-Col E
Subtotal Amount-Col E

Part XVII

Q200
Character
(1)

Info Re:Trsfrs/Trnsacts 1a-c (Pt XVII)
Information Regarding Trsfrs/Trnsacts Reported in 1a-c (Part XVII)?

Q300
Character
(1)

Affilliated with Exempt Org 2a (Pt XVII)
Is Affiliated/Related to Other Exempt Orgs 2a (Part XVII)?

Other

PREPARER
Character
(60)

Paid Preparer Name
Paid Preparer Firm Name

PREP_EIN
Character
(9)

Paid Preparer EIN
Paid Preparer Firm's EIN

REJECT
Character
(1)

Reject code
Reject code

GEN_SC
Character
(1)

Generated Sample Code
Generated Sample Code

11	501(c)(3) Private Foundation: Assets under $125,000
12	501(c)(3) Private Foundation: Assets $125,000 under $400,000
13	501(c)(3) Private Foundation: Assets $400,000 under $1,000,000
14	501(c)(3) Private Foundation: Assets $1,000,000 under $2,500,000
15	501(c)(3) Private Foundation: Assets $2,500,000 under $10,000,000
16	501(c)(3) Private Foundation: Assets $10,000,000 under $25,000,000
17	501(c)(3) Private Foundation: Assets $25,000,000 or more
21	Charitable Trust: Assets under $100,000
22	Charitable Trust: Assets $100,000 under $1,000,000
23	Charitable Trust: Assets $1,000,000 or more
31	501(c)(3) Public Charity: Assets under $500,000
32	501(c)(3) Public Charity: Assets $500,000 under $1,000,000
33	501(c)(3) Public Charity: Assets $1,000,000 under $2,500,000
34	501(c)(3) Public Charity: Assets $2,500,000 under $5,000,000
35	501(c)(3) Public Charity: Assets $5,000,000 under $20,000,000
36	501(c)(3) Public Charity: Assets $20,000,000 under $50,000,000
37	501(c)(3) Public Charity: Assets $50,000,000 or more
38	501(c)(3) All E-Filed 990 hospital returns (SOI 2009 and later)
41	501(c)(4)-(9): Assets under $150,000
42	501(c)(4)-(9): Assets $150,000 under $300,000
43	501(c)(4)-(9): Assets $300,000 under $1,000,000
44	501(c)(4)-(9): Assets $1,000,000 under $4,000,000
45	501(c)(4)-(9): Assets $4,000,000 under $10,000,000
46	501(c)(4)-(9): Assets $10,000,000 or more

SAMP_CNT
Numeric
(1)

Sample Count
Sample Count

COMMENTS
Character
(255)

Comments
Comments

Other Classification

level3
Character
(255)

Major NTEE category
Major NTEE category

AR	Arts, culture and humanities
ED	Education
EN	Environment/animals
HE	Health
HS	Human Services
IN	International, foreign affairs
MO	Other mutual benefit
MR	Pension and retirement funds
PB	Public, societal benefit
RE	Religion related
UN	Unknown, unclassified
ZA	Single organization support
ZB	Fundraising within NTEE major group
ZC	Private grantmaking foundations
ZD	Public foundations
ZE	General fundraising
ZF	Other Supporting Public Benefit

level4
Character
(255)

NTEE-CC Major Group
NTEE-CC Major Group

	Unknown
A	Arts, Culture, and Humanities
B	Education
C	Environmental Quality, Protection, and Beautification
D	Animal-Related
E	Health
F	Mental Health, Crisis Intervention
G	Diseases, Disorders, Medical Disciplines
H	Medical Research
I	Crime, Legal Related
J	Employment, Job Related
K	Food, Agriculture, and Nutrition
L	Housing, Shelter
M	Public Safety
N	Recreation, Sports, Leisure, Athletics
O	Youth Development
P	Human Services - Multipurpose and Other
Q	International, Foreign Affairs, and National Security
R	Civil Rights, Social Action, Advocacy
S	Community Improvement, Capacity Building
T	Philanthropy, Voluntarism, and Grantmaking Foundations
U	Science and Technology Research Institutes, Services
V	Social Science Research Institutes, Services
W	Public, Society Benefit - Multipurpose and Other
X	Religion Related, Spiritual Development
Y	Mutual/Membership Benefit Organizations, Other
Z	Unknown

Internal Processing

DLN
Numeric
(255)

Document Locator Number
Document locator number used by the IRS

SCPL
Character
(12)

S.C./Cycle/Page/L.C.
S.C./Cycle/Page/L.C.

COND
Character
(1)

Condition Code
Condition code

SAMP_CD
Character
(1)

Sample Code
Sample code

11	501(c)(3) Private Foundation: Assets under $125,000
12	501(c)(3) Private Foundation: Assets $125,000 under $400,000
13	501(c)(3) Private Foundation: Assets $400,000 under $1,000,000
14	501(c)(3) Private Foundation: Assets $1,000,000 under $2,500,000
15	501(c)(3) Private Foundation: Assets $2,500,000 under $10,000,000
16	501(c)(3) Private Foundation: Assets $10,000,000 under $25,000,000
17	501(c)(3) Private Foundation: Assets $25,000,000 or more
21	Charitable Trust: Assets under $100,000
22	Charitable Trust: Assets $100,000 under $1,000,000
23	Charitable Trust: Assets $1,000,000 or more
31	501(c)(3) Public Charity: Assets under $500,000
32	501(c)(3) Public Charity: Assets $500,000 under $1,000,000
33	501(c)(3) Public Charity: Assets $1,000,000 under $2,500,000
34	501(c)(3) Public Charity: Assets $2,500,000 under $5,000,000
35	501(c)(3) Public Charity: Assets $5,000,000 under $20,000,000
36	501(c)(3) Public Charity: Assets $20,000,000 under $50,000,000
37	501(c)(3) Public Charity: Assets $50,000,000 or more
38	501(c)(3) All E-Filed 990 hospital returns (SOI 2009 and later)
41	501(c)(4)-(9): Assets under $150,000
42	501(c)(4)-(9): Assets $150,000 under $300,000
43	501(c)(4)-(9): Assets $300,000 under $1,000,000
44	501(c)(4)-(9): Assets $1,000,000 under $4,000,000
45	501(c)(4)-(9): Assets $4,000,000 under $10,000,000
46	501(c)(4)-(9): Assets $10,000,000 or more

POP_CNT
Numeric
(1)

Population Count
Population count

WEIGHT
Numeric
(1)

Weight
Weight

Miscellaneous

randnum
Numeric
(1)

Random number between 0 and 1
Random number between 0 and 1 used for creating samples