California Foundation Grants, Tax Years 2022-2024
Grants paid by California private foundations (IRS Form 990-PF, Part XV), tax years 2022-2024, to named organizations, with source lineage per filing.
US$79 one time
US$199 one time
Verbatim schema-matched CSV sample: 30 hash-selected funders and 1,808 of 381,203 paid grant lines, plus separate approved-future and filings CSVs, manifest, README and full CSV data dictionary. The publicly generated ZIP also includes a dated release-status corrigendum. XLSX is in the paid download, not this sample ZIP. It contains: README.txt, DATA_DICTIONARY.csv, ca_foundation_filings_ty2022_2024_SAMPLE.csv, ca_foundation_grants_approved_future_ty2022_2024_SAMPLE.csv, ca_foundation_grants_paid_ty2022_2024_SAMPLE.csv, sample_manifest.json, RELEASE_STATUS_CORRIGENDUM.md.
Who is this dataset for?
- Nonprofit development teams researching which California private foundations fund organizations like theirs
- Journalists and researchers tracing foundation giving from IRS Form 990-PF filings
- Analysts building funder or recipient lists who need each line tied back to its source filing
What can you do with it?
Find funders that gave to a recipient type
Filter recipient_name, recipient_state and purpose_as_filed, then group by funder_name and tax_year to see who gave how much.
Size a funder's giving by year
Sum amount_usd by funder_ein and tax_year for paid lines, and keep approved-for-future-payment lines separate in their own file.
Trace any line to its filing
Use filing_object_id and filing_row_number to go back to the IRS e-file XML; excluded individual, ambiguous and aggregate lines are reconciled by filing, not hidden.
How to use the files
- Open the paid grants CSV and filter funder_name or recipient_name for your target.
- Check recipient_class and row_flags before relying on a recipient match; some recipients are programs of a parent entity.
- Use filing_object_id with the filings file and the reconciliation to confirm totals and exclusions.
Each row is one grant line from one Form 990-PF: the funder, the named recipient, the amount and the filing it came from. The free sample shows real rows with the same columns as the paid files.
Try real records before buying
The table below uses actual rows from this release’s free sample, not simulated data. Blank cells are left blank as supplied. The preview is shortened for readability; download the sample for all columns and complete cell values.
| grant_id | funder_name | recipient_name | recipient_state | amount_usd |
|---|---|---|---|---|
| 202301809349101215-P0001 | DAT GTB CHARITABLE TRUST | CITY OF HOPE | CA | 7500 |
| 202301809349101215-P0002 | DAT GTB CHARITABLE TRUST | CONNECTING TO CURE CROHN'S AND COLITIS | CA | 5000 |
| 202301809349101215-P0003 | DAT GTB CHARITABLE TRUST | FACING HISTORY AND OURSELVES | CA | 1000 |
| 202301809349101215-P0004 | DAT GTB CHARITABLE TRUST | HOLMAN UNITED METHODIST CHURCH | CA | 1000 |
| 202301809349101215-P0005 | DAT GTB CHARITABLE TRUST | MOSTE | CA | 1000 |
| 202301809349101215-P0006 | DAT GTB CHARITABLE TRUST | THE MIRIAM SCHOOL | MO | 5000 |
| 202301809349101215-P0007 | DAT GTB CHARITABLE TRUST | TREE PEOPLE | CA | 5000 |
| 202302769349101600-P0001 | GREEN MOUNTAIN FOUNDATION | 1990 INSTITUTE | CA | 1000 |
Download sample CSV — no account or email required → · Full sample package (ZIP) →
Which edition and license should you buy?
Individual (US$79) is for one named person's personal, academic or internal research. Business (US$199) covers internal use by one organization. Neither tier allows resale or redistribution.
Why buy this instead of using free source data?
The IRS publishes these filings as separate XML files. This dataset puts paid and approved-for-future grants for tax years 2022-2024 in one schema with per-line source references, documented exclusions and a bounded independent audit.
What happens after payment?
After secure checkout you receive a private download link for one ZIP (24 files) with CSV and XLSX files, documentation and checksums. You must tick the license acknowledgment at checkout before you can pay.
What You Get
- 381,203 released paid-grant lines and separate approved-for-future grant records, with source filing keys and classification flags
- Filing-level table with excluded recipient classes and amount reconciliation
- CSV and XLSX datasets, canonical dictionary, source metadata, QA records, license and release documentation (24-file paid ZIP)
- Read the dated public post-launch status corrigendum: the frozen archive certification was authored before publication
Coverage & Product Facts
- Source
- IRS Tax Exempt Organization Search e-file XML (public Form 990-PF returns)
- Release
- ca-foundation-grants-ty2022-2024-2026-09-r3b (2026-10-11)
- Formats
- CSV + XLSX
- Update Policy
- Fixed, dated release (tax years 2022–2024); one-time purchase. No ongoing updates are included or promised.
Methodology & QA
California-filer IRS 990-PF XML tax years 2022–2024, with separate paid and approved-for-future grants, source-file lineage, supersession handling, recipient classification and filing-level reconciliation. Read the detailed caveats before using figures.
Certification status: Published after independent external-AI audit PASS on a bounded r3b scope; not a whole-population or independent human certification. A separate early pilot-validation gate was missed. Real paid webhook fulfillment is untested. Read the dated launch-status corrigendum and archived record. — read the full certification report →
Data Dictionary
| File | Field | Type | Description |
|---|---|---|---|
| ca_foundation_grants_paid_ty2022_2024.csv | grant_id | string | Stable unique key for one grant line: filing object ID + P (paid) or F (approved for future payment) + 4-digit line number within that group. |
| ca_foundation_grants_paid_ty2022_2024.csv | tax_year | integer | Tax year the foundation stated on the return (TaxYr). Can differ from the calendar year of the period end and from the submission year. |
| ca_foundation_grants_paid_ty2022_2024.csv | funder_ein | string | Employer identification number of the filing foundation, 9 digits, leading zeros kept. |
| ca_foundation_grants_paid_ty2022_2024.csv | funder_name | string | Foundation name as filed (name lines 1 and 2 joined by a space). |
| ca_foundation_grants_paid_ty2022_2024.csv | recipient_name | string | Recipient name exactly as filed (business-name lines joined, or the person-name field when no business name was typed). Typos, truncation and initials are as filed. Only organisations are released. Personal names after C/O, ATTN (or FBO with a personal-name token) cues are replaced by [NAME REDACTED] (flag RECIPIENT_NAME_REDACTED). |
| ca_foundation_grants_paid_ty2022_2024.csv | recipient_state | string | Recipient state (US) or province/state text (foreign) as filed. Not validated. |
| ca_foundation_grants_paid_ty2022_2024.csv | recipient_class | categorical | ORG_CONFIRMED: the foundation labelled the recipient an organisation (status text) and the name or filing field agrees, or the same name is labelled an organisation by several unrelated foundations, or the name and state match an organisation in the IRS Exempt Organizations Business Master File (recipient_class_reason starts BMF_NAME_STATE_MATCH). ORG_PROBABLE: several indicators of an organisation (institution or organisation words, the filer status text, the business-name field, a government or foreign institution) without cross-filing or BMF confirmation; see recipient_class_reason. Individuals, ambiguous recipients, held-out person-looking names (ORG_UNVERIFIED) and aggregate or placeholder lines such as VARIOUS or SEE ATTACHED (AGGREGATE) are withheld and only counted. |
| ca_foundation_grants_paid_ty2022_2024.csv | recipient_class_reason | string | The specific rule that produced recipient_class. |
| ca_foundation_grants_paid_ty2022_2024.csv | amount_usd | integer | Grant amount in US dollars, whole dollars as filed. Blank if the amount was missing. May be zero or negative as filed (flagged). |
| ca_foundation_grants_paid_ty2022_2024.csv | row_flags | string | Pipe-separated data-quality flags for this row; empty when none. |
| ca_foundation_grants_paid_ty2022_2024.csv | filing_object_id | string | IRS e-file object ID of the return this row comes from. Join key to the filings file. |
| ca_foundation_grants_paid_ty2022_2024.csv | filing_row_number | integer | Line position of this grant inside its XML group (paid or future). |
Full data dictionary (JSON) → · Complete dictionary with enumerated values and date semantics (Markdown) →
Pricing & License
Individual / Academic: US$79 one time
Commercial / Business: US$199 one time
Persistfolio California Foundation Grants retail data license (Individual or Business)
Read the license in a clear, formatted page →
Release status and bounded independent-audit scope →
Complete canonical CSV data dictionary →
Known Limitations
- Named-recipient files exclude individuals, ambiguous recipients and aggregate lines such as VARIOUS or SEE ATTACHED; the excluded dollars are in the filing-level reconciliation.
- Some recipient names are programs of a parent entity, not stand-alone legal entities.
- The independent audit passed on a bounded scope; it is not a full-population audit.