# California Foundation Grants — full release data dictionary

The definitions below are derived without modification from the frozen release DATA_DICTIONARY.csv. Download the [canonical CSV dictionary](/datasets/california-foundation-grants-2022-2024/data-dictionary.csv) to inspect all source fields directly. Do not combine paid and approved-for-future-payment lines into one paid total.

### ca_foundation_grants_paid_ty2022_2024.csv — grant_id

- **Type:** string
- **Definition:** 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.
- **Nullable:** No
- **Source status:** derived
- **Lineage:** IRS object ID; GrantOrContributionPdDurYrGrp / GrantOrContriApprvForFutGrp order in the XML
- **Rule:** {filing_object_id}-{P|F}{row:04d}
- **Example:** 202412345349100001-P0001

### ca_foundation_grants_paid_ty2022_2024.csv — grant_status

- **Type:** categorical
- **Definition:** PAID_DURING_YEAR = Form 990-PF Part XV line 3a (grants and contributions paid during the year). APPROVED_FOR_FUTURE_PAYMENT = line 3b (approved for future payment). The two are never combined in any total.
- **Nullable:** No
- **Allowed values:** PAID_DURING_YEAR | APPROVED_FOR_FUTURE_PAYMENT
- **Source status:** reported
- **Lineage:** XML group the line came from
- **Example:** PAID_DURING_YEAR

### ca_foundation_grants_paid_ty2022_2024.csv — tax_year

- **Type:** integer
- **Definition:** Tax year the foundation stated on the return (TaxYr). Can differ from the calendar year of the period end and from the submission year.
- **Unit:** year
- **Nullable:** No
- **Allowed values:** 2022 | 2023 | 2024
- **Source status:** reported
- **Lineage:** ReturnHeader/TaxYr
- **Example:** 2023

### ca_foundation_grants_paid_ty2022_2024.csv — period_begin

- **Type:** date
- **Definition:** First day of the return period (TaxPeriodBeginDt).
- **Unit:** YYYY-MM-DD
- **Nullable:** No
- **Source status:** reported
- **Lineage:** ReturnHeader/TaxPeriodBeginDt
- **Example:** 2023-07-01

### ca_foundation_grants_paid_ty2022_2024.csv — period_end

- **Type:** date
- **Definition:** Last day of the return period (TaxPeriodEndDt). Use this, not tax_year, to place a grant in a calendar window.
- **Unit:** YYYY-MM-DD
- **Nullable:** No
- **Source status:** reported
- **Lineage:** ReturnHeader/TaxPeriodEndDt
- **Example:** 2024-06-30

### ca_foundation_grants_paid_ty2022_2024.csv — funder_ein

- **Type:** string
- **Definition:** Employer identification number of the filing foundation, 9 digits, leading zeros kept.
- **Nullable:** No
- **Source status:** reported
- **Lineage:** Filer/EIN
- **Example:** 946000000

### ca_foundation_grants_paid_ty2022_2024.csv — funder_name

- **Type:** string
- **Definition:** Foundation name as filed (name lines 1 and 2 joined by a space).
- **Nullable:** No
- **Source status:** reported
- **Lineage:** Filer/BusinessName
- **Rule:** whitespace collapsed only
- **Example:** EXAMPLE FAMILY FOUNDATION

### ca_foundation_grants_paid_ty2022_2024.csv — funder_city

- **Type:** string
- **Definition:** City of the foundation address on the return. Street address is deliberately not included (family foundations are often at a home address).
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** Filer/USAddress/CityNm
- **Example:** SAN FRANCISCO

### ca_foundation_grants_paid_ty2022_2024.csv — funder_zip5

- **Type:** string
- **Definition:** First five digits of the foundation ZIP code.
- **Nullable:** Yes
- **Source status:** normalized
- **Lineage:** Filer/USAddress/ZIPCd
- **Rule:** first 5 digits
- **Example:** 94105

### ca_foundation_grants_paid_ty2022_2024.csv — recipient_name

- **Type:** string
- **Definition:** 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).
- **Nullable:** No
- **Source status:** reported
- **Lineage:** RecipientBusinessName or RecipientPersonNm
- **Rule:** whitespace collapsed only
- **Example:** FOOD BANK OF EXAMPLE COUNTY

### ca_foundation_grants_paid_ty2022_2024.csv — recipient_city

- **Type:** string
- **Definition:** Recipient city as filed.
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** RecipientUSAddress/CityNm or RecipientForeignAddress/CityNm
- **Example:** OAKLAND

### ca_foundation_grants_paid_ty2022_2024.csv — recipient_state

- **Type:** string
- **Definition:** Recipient state (US) or province/state text (foreign) as filed. Not validated.
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** StateAbbreviationCd or ProvinceOrStateNm
- **Example:** CA

### ca_foundation_grants_paid_ty2022_2024.csv — recipient_zip5

- **Type:** string
- **Definition:** First five digits of a US recipient ZIP code, or the foreign postal code as filed.
- **Nullable:** Yes
- **Source status:** normalized
- **Lineage:** ZIPCd or ForeignPostalCd
- **Rule:** US: first 5 digits
- **Example:** 94607

### ca_foundation_grants_paid_ty2022_2024.csv — recipient_country

- **Type:** string
- **Definition:** US when a US address was filed; otherwise the country code as filed (often FIPS-style, e.g. UK, SF, IS).
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** RecipientForeignAddress/CountryCd
- **Example:** US

### ca_foundation_grants_paid_ty2022_2024.csv — recipient_class

- **Type:** categorical
- **Definition:** 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.
- **Nullable:** No
- **Allowed values:** ORG_CONFIRMED | ORG_PROBABLE
- **Source status:** derived
- **Lineage:** classifier + IRS EO BMF
- **Example:** ORG_CONFIRMED

### ca_foundation_grants_paid_ty2022_2024.csv — recipient_class_reason

- **Type:** string
- **Definition:** The specific rule that produced recipient_class.
- **Nullable:** No
- **Allowed values:** see METHODOLOGY
- **Source status:** derived
- **Lineage:** classifier
- **Example:** STATUS_ORG+ORG_NAME_WORD

### ca_foundation_grants_paid_ty2022_2024.csv — recipient_status_as_filed

- **Type:** string
- **Definition:** Recipient foundation-status text exactly as the foundation typed it (e.g. PC, 501(c)(3), N/A). Free text; not standardized.
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** RecipientFoundationStatusTxt
- **Example:** PC

### ca_foundation_grants_paid_ty2022_2024.csv — recipient_relationship_as_filed

- **Type:** string
- **Definition:** Relationship text between recipient and a foundation manager or substantial contributor, as typed (usually NONE or N/A).
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** RecipientRelationshipTxt
- **Example:** NONE

### ca_foundation_grants_paid_ty2022_2024.csv — purpose_as_filed

- **Type:** string
- **Definition:** Purpose of grant as typed by the foundation. Free text; "SEE STATEMENT" style entries are flagged. The name of a person who is the beneficiary of a payment (after cues such as SCHOLARSHIP FOR, GRANT TO, PAID TO, FBO, C/O, or a first-name plus surname pair) is replaced by [NAME REDACTED] and the row is flagged PURPOSE_NAME_REDACTED. Ordinary memorial and honoree names, named funds and organisation names are kept as filed.
- **Nullable:** Yes
- **Source status:** reported (names masked)
- **Lineage:** GrantOrContributionPurposeTxt
- **Rule:** personal-name masking (METHODOLOGY)
- **Example:** GENERAL OPERATING SUPPORT

### ca_foundation_grants_paid_ty2022_2024.csv — amount_usd

- **Type:** integer
- **Definition:** Grant amount in US dollars, whole dollars as filed. Blank if the amount was missing. May be zero or negative as filed (flagged).
- **Unit:** USD
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** Amt
- **Rule:** commas removed
- **Example:** 25000

### ca_foundation_grants_paid_ty2022_2024.csv — row_flags

- **Type:** string
- **Definition:** Pipe-separated data-quality flags for this row; empty when none.
- **Nullable:** Yes
- **Allowed values:** PURPOSE_NOT_STATED | PURPOSE_REFERS_TO_ATTACHMENT | AMOUNT_MISSING | AMOUNT_NOT_POSITIVE | FOREIGN_RECIPIENT | RECIPIENT_ADDRESS_MISSING | RECIPIENT_STATE_MISSING | RECIPIENT_NAME_IS_PLACEHOLDER | PURPOSE_NAME_REDACTED | RECIPIENT_NAME_REDACTED | ORG_EVIDENCE_IRS_BMF
- **Source status:** derived
- **Lineage:** row values
- **Example:** FOREIGN_RECIPIENT

### ca_foundation_grants_paid_ty2022_2024.csv — filing_object_id

- **Type:** string
- **Definition:** IRS e-file object ID of the return this row comes from. Join key to the filings file.
- **Nullable:** No
- **Source status:** reported
- **Lineage:** IRS TEOS index OBJECT_ID
- **Example:** 202412345349100001

### ca_foundation_grants_paid_ty2022_2024.csv — filing_row_number

- **Type:** integer
- **Definition:** Line position of this grant inside its XML group (paid or future).
- **Nullable:** No
- **Source status:** derived
- **Lineage:** XML order
- **Example:** 1

### ca_foundation_grants_paid_ty2022_2024.csv — filing_return_ts

- **Type:** timestamp
- **Definition:** Return creation timestamp from the return header (ReturnTs, with the time-zone offset the filer software wrote).
- **Unit:** ISO 8601
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** ReturnHeader/ReturnTs
- **Example:** 2024-11-12T10:33:55-08:00

### ca_foundation_grants_paid_ty2022_2024.csv — amended_return_flag

- **Type:** string
- **Definition:** X when the return was marked as an amended return, otherwise blank.
- **Nullable:** Yes
- **Allowed values:** X | (blank)
- **Source status:** reported
- **Lineage:** AmendedReturnInd

### ca_foundation_grants_paid_ty2022_2024.csv — schema_version

- **Type:** string
- **Definition:** IRS e-file schema version of the source XML.
- **Nullable:** No
- **Source status:** reported
- **Lineage:** Return@returnVersion
- **Example:** 2023v5.1

### ca_foundation_grants_approved_future_ty2022_2024.csv — grant_id

- **Type:** string
- **Definition:** 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.
- **Nullable:** No
- **Source status:** derived
- **Lineage:** IRS object ID; GrantOrContributionPdDurYrGrp / GrantOrContriApprvForFutGrp order in the XML
- **Rule:** {filing_object_id}-{P|F}{row:04d}
- **Example:** 202412345349100001-P0001

### ca_foundation_grants_approved_future_ty2022_2024.csv — grant_status

- **Type:** categorical
- **Definition:** PAID_DURING_YEAR = Form 990-PF Part XV line 3a (grants and contributions paid during the year). APPROVED_FOR_FUTURE_PAYMENT = line 3b (approved for future payment). The two are never combined in any total.
- **Nullable:** No
- **Allowed values:** PAID_DURING_YEAR | APPROVED_FOR_FUTURE_PAYMENT
- **Source status:** reported
- **Lineage:** XML group the line came from
- **Example:** PAID_DURING_YEAR

### ca_foundation_grants_approved_future_ty2022_2024.csv — tax_year

- **Type:** integer
- **Definition:** Tax year the foundation stated on the return (TaxYr). Can differ from the calendar year of the period end and from the submission year.
- **Unit:** year
- **Nullable:** No
- **Allowed values:** 2022 | 2023 | 2024
- **Source status:** reported
- **Lineage:** ReturnHeader/TaxYr
- **Example:** 2023

### ca_foundation_grants_approved_future_ty2022_2024.csv — period_begin

- **Type:** date
- **Definition:** First day of the return period (TaxPeriodBeginDt).
- **Unit:** YYYY-MM-DD
- **Nullable:** No
- **Source status:** reported
- **Lineage:** ReturnHeader/TaxPeriodBeginDt
- **Example:** 2023-07-01

### ca_foundation_grants_approved_future_ty2022_2024.csv — period_end

- **Type:** date
- **Definition:** Last day of the return period (TaxPeriodEndDt). Use this, not tax_year, to place a grant in a calendar window.
- **Unit:** YYYY-MM-DD
- **Nullable:** No
- **Source status:** reported
- **Lineage:** ReturnHeader/TaxPeriodEndDt
- **Example:** 2024-06-30

### ca_foundation_grants_approved_future_ty2022_2024.csv — funder_ein

- **Type:** string
- **Definition:** Employer identification number of the filing foundation, 9 digits, leading zeros kept.
- **Nullable:** No
- **Source status:** reported
- **Lineage:** Filer/EIN
- **Example:** 946000000

### ca_foundation_grants_approved_future_ty2022_2024.csv — funder_name

- **Type:** string
- **Definition:** Foundation name as filed (name lines 1 and 2 joined by a space).
- **Nullable:** No
- **Source status:** reported
- **Lineage:** Filer/BusinessName
- **Rule:** whitespace collapsed only
- **Example:** EXAMPLE FAMILY FOUNDATION

### ca_foundation_grants_approved_future_ty2022_2024.csv — funder_city

- **Type:** string
- **Definition:** City of the foundation address on the return. Street address is deliberately not included (family foundations are often at a home address).
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** Filer/USAddress/CityNm
- **Example:** SAN FRANCISCO

### ca_foundation_grants_approved_future_ty2022_2024.csv — funder_zip5

- **Type:** string
- **Definition:** First five digits of the foundation ZIP code.
- **Nullable:** Yes
- **Source status:** normalized
- **Lineage:** Filer/USAddress/ZIPCd
- **Rule:** first 5 digits
- **Example:** 94105

### ca_foundation_grants_approved_future_ty2022_2024.csv — recipient_name

- **Type:** string
- **Definition:** 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).
- **Nullable:** No
- **Source status:** reported
- **Lineage:** RecipientBusinessName or RecipientPersonNm
- **Rule:** whitespace collapsed only
- **Example:** FOOD BANK OF EXAMPLE COUNTY

### ca_foundation_grants_approved_future_ty2022_2024.csv — recipient_city

- **Type:** string
- **Definition:** Recipient city as filed.
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** RecipientUSAddress/CityNm or RecipientForeignAddress/CityNm
- **Example:** OAKLAND

### ca_foundation_grants_approved_future_ty2022_2024.csv — recipient_state

- **Type:** string
- **Definition:** Recipient state (US) or province/state text (foreign) as filed. Not validated.
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** StateAbbreviationCd or ProvinceOrStateNm
- **Example:** CA

### ca_foundation_grants_approved_future_ty2022_2024.csv — recipient_zip5

- **Type:** string
- **Definition:** First five digits of a US recipient ZIP code, or the foreign postal code as filed.
- **Nullable:** Yes
- **Source status:** normalized
- **Lineage:** ZIPCd or ForeignPostalCd
- **Rule:** US: first 5 digits
- **Example:** 94607

### ca_foundation_grants_approved_future_ty2022_2024.csv — recipient_country

- **Type:** string
- **Definition:** US when a US address was filed; otherwise the country code as filed (often FIPS-style, e.g. UK, SF, IS).
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** RecipientForeignAddress/CountryCd
- **Example:** US

### ca_foundation_grants_approved_future_ty2022_2024.csv — recipient_class

- **Type:** categorical
- **Definition:** 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.
- **Nullable:** No
- **Allowed values:** ORG_CONFIRMED | ORG_PROBABLE
- **Source status:** derived
- **Lineage:** classifier + IRS EO BMF
- **Example:** ORG_CONFIRMED

### ca_foundation_grants_approved_future_ty2022_2024.csv — recipient_class_reason

- **Type:** string
- **Definition:** The specific rule that produced recipient_class.
- **Nullable:** No
- **Allowed values:** see METHODOLOGY
- **Source status:** derived
- **Lineage:** classifier
- **Example:** STATUS_ORG+ORG_NAME_WORD

### ca_foundation_grants_approved_future_ty2022_2024.csv — recipient_status_as_filed

- **Type:** string
- **Definition:** Recipient foundation-status text exactly as the foundation typed it (e.g. PC, 501(c)(3), N/A). Free text; not standardized.
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** RecipientFoundationStatusTxt
- **Example:** PC

### ca_foundation_grants_approved_future_ty2022_2024.csv — recipient_relationship_as_filed

- **Type:** string
- **Definition:** Relationship text between recipient and a foundation manager or substantial contributor, as typed (usually NONE or N/A).
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** RecipientRelationshipTxt
- **Example:** NONE

### ca_foundation_grants_approved_future_ty2022_2024.csv — purpose_as_filed

- **Type:** string
- **Definition:** Purpose of grant as typed by the foundation. Free text; "SEE STATEMENT" style entries are flagged. The name of a person who is the beneficiary of a payment (after cues such as SCHOLARSHIP FOR, GRANT TO, PAID TO, FBO, C/O, or a first-name plus surname pair) is replaced by [NAME REDACTED] and the row is flagged PURPOSE_NAME_REDACTED. Ordinary memorial and honoree names, named funds and organisation names are kept as filed.
- **Nullable:** Yes
- **Source status:** reported (names masked)
- **Lineage:** GrantOrContributionPurposeTxt
- **Rule:** personal-name masking (METHODOLOGY)
- **Example:** GENERAL OPERATING SUPPORT

### ca_foundation_grants_approved_future_ty2022_2024.csv — amount_usd

- **Type:** integer
- **Definition:** Grant amount in US dollars, whole dollars as filed. Blank if the amount was missing. May be zero or negative as filed (flagged).
- **Unit:** USD
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** Amt
- **Rule:** commas removed
- **Example:** 25000

### ca_foundation_grants_approved_future_ty2022_2024.csv — row_flags

- **Type:** string
- **Definition:** Pipe-separated data-quality flags for this row; empty when none.
- **Nullable:** Yes
- **Allowed values:** PURPOSE_NOT_STATED | PURPOSE_REFERS_TO_ATTACHMENT | AMOUNT_MISSING | AMOUNT_NOT_POSITIVE | FOREIGN_RECIPIENT | RECIPIENT_ADDRESS_MISSING | RECIPIENT_STATE_MISSING | RECIPIENT_NAME_IS_PLACEHOLDER | PURPOSE_NAME_REDACTED | RECIPIENT_NAME_REDACTED | ORG_EVIDENCE_IRS_BMF
- **Source status:** derived
- **Lineage:** row values
- **Example:** FOREIGN_RECIPIENT

### ca_foundation_grants_approved_future_ty2022_2024.csv — filing_object_id

- **Type:** string
- **Definition:** IRS e-file object ID of the return this row comes from. Join key to the filings file.
- **Nullable:** No
- **Source status:** reported
- **Lineage:** IRS TEOS index OBJECT_ID
- **Example:** 202412345349100001

### ca_foundation_grants_approved_future_ty2022_2024.csv — filing_row_number

- **Type:** integer
- **Definition:** Line position of this grant inside its XML group (paid or future).
- **Nullable:** No
- **Source status:** derived
- **Lineage:** XML order
- **Example:** 1

### ca_foundation_grants_approved_future_ty2022_2024.csv — filing_return_ts

- **Type:** timestamp
- **Definition:** Return creation timestamp from the return header (ReturnTs, with the time-zone offset the filer software wrote).
- **Unit:** ISO 8601
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** ReturnHeader/ReturnTs
- **Example:** 2024-11-12T10:33:55-08:00

### ca_foundation_grants_approved_future_ty2022_2024.csv — amended_return_flag

- **Type:** string
- **Definition:** X when the return was marked as an amended return, otherwise blank.
- **Nullable:** Yes
- **Allowed values:** X | (blank)
- **Source status:** reported
- **Lineage:** AmendedReturnInd

### ca_foundation_grants_approved_future_ty2022_2024.csv — schema_version

- **Type:** string
- **Definition:** IRS e-file schema version of the source XML.
- **Nullable:** No
- **Source status:** reported
- **Lineage:** Return@returnVersion
- **Example:** 2023v5.1

### ca_foundation_filings_ty2022_2024.csv — filing_object_id

- **Type:** string
- **Definition:** IRS e-file object ID. Primary key of this file.
- **Nullable:** No
- **Source status:** reported
- **Lineage:** IRS TEOS index OBJECT_ID

### ca_foundation_filings_ty2022_2024.csv — funder_ein

- **Type:** string
- **Definition:** Foundation EIN (9 digits).
- **Nullable:** No
- **Source status:** reported
- **Lineage:** Filer/EIN

### ca_foundation_filings_ty2022_2024.csv — funder_name

- **Type:** string
- **Definition:** Foundation name as filed.
- **Nullable:** No
- **Source status:** reported
- **Lineage:** Filer/BusinessName

### ca_foundation_filings_ty2022_2024.csv — tax_year

- **Type:** integer
- **Definition:** TaxYr as stated on the return.
- **Unit:** year
- **Nullable:** No
- **Allowed values:** 2022 | 2023 | 2024
- **Source status:** reported
- **Lineage:** TaxYr

### ca_foundation_filings_ty2022_2024.csv — period_begin

- **Type:** date
- **Definition:** TaxPeriodBeginDt.
- **Unit:** YYYY-MM-DD
- **Nullable:** No
- **Source status:** reported
- **Lineage:** TaxPeriodBeginDt

### ca_foundation_filings_ty2022_2024.csv — period_end

- **Type:** date
- **Definition:** TaxPeriodEndDt.
- **Unit:** YYYY-MM-DD
- **Nullable:** No
- **Source status:** reported
- **Lineage:** TaxPeriodEndDt

### ca_foundation_filings_ty2022_2024.csv — supersession_status

- **Type:** categorical
- **Definition:** OPERATIVE = the filing whose grants are in the grant files for this foundation and period. SUPERSEDED = an earlier return for the same EIN and period end; its grants are not in the grant files (listed here for provenance).
- **Nullable:** No
- **Allowed values:** OPERATIVE | SUPERSEDED
- **Source status:** derived
- **Lineage:** duplicate-group rule, METHODOLOGY section 5
- **Rule:** latest ReturnTs wins

### ca_foundation_filings_ty2022_2024.csv — superseded_by_object_id

- **Type:** string
- **Definition:** For a SUPERSEDED filing, the object ID of the operative filing that replaced it.
- **Nullable:** Yes
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — amended_return_flag

- **Type:** string
- **Definition:** X when marked amended.
- **Nullable:** Yes
- **Allowed values:** X | (blank)
- **Source status:** reported
- **Lineage:** AmendedReturnInd

### ca_foundation_filings_ty2022_2024.csv — return_ts

- **Type:** timestamp
- **Definition:** ReturnTs from the return header.
- **Unit:** ISO 8601
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** ReturnTs

### ca_foundation_filings_ty2022_2024.csv — schema_version

- **Type:** string
- **Definition:** IRS e-file schema version.
- **Nullable:** No
- **Source status:** reported
- **Lineage:** Return@returnVersion

### ca_foundation_filings_ty2022_2024.csv — index_year

- **Type:** integer
- **Definition:** Year of the IRS e-file index in which the return was listed (submission-year bucket).
- **Unit:** year
- **Nullable:** No
- **Source status:** reported
- **Lineage:** IRS index file year

### ca_foundation_filings_ty2022_2024.csv — part_xv_total_paid_as_filed

- **Type:** integer
- **Definition:** Foundation-stated total of grants paid during the year (Part XV line 3a total). Blank if not stated.
- **Unit:** USD
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** TotalGrantOrContriPdDurYrAmt

### ca_foundation_filings_ty2022_2024.csv — paid_rows_in_filing

- **Type:** integer
- **Definition:** Number of paid-grant lines in the filing, before any exclusion.
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived
- **Lineage:** count of GrantOrContributionPdDurYrGrp

### ca_foundation_filings_ty2022_2024.csv — paid_rows_sum_in_filing

- **Type:** integer
- **Definition:** Sum of Amt over all paid-grant lines in the filing, before any exclusion.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived
- **Lineage:** sum of Amt

### ca_foundation_filings_ty2022_2024.csv — paid_reconciliation

- **Type:** categorical
- **Definition:** How the paid lines compare with the foundation's own total. MATCH = identical. NO_GRANTS_REPORTED = no paid lines and no grant dollars on Part I. PART_I_ONLY_NO_ROWS = grant dollars on Part I but no recipient lines in the XML. ROWS_LESS_THAN_TOTAL / ROWS_GREATER_THAN_TOTAL = the foundation's own lines and total disagree.
- **Nullable:** No
- **Allowed values:** MATCH | NO_GRANTS_REPORTED | PART_I_ONLY_NO_ROWS | ROWS_LESS_THAN_TOTAL | ROWS_GREATER_THAN_TOTAL | ROWS_BUT_NO_TOTAL | TOTAL_BUT_NO_ROWS
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — released_paid_rows

- **Type:** integer
- **Definition:** Paid lines released in grants_paid (organisation recipients) from this filing. 0 for SUPERSEDED filings.
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — released_paid_amount_usd

- **Type:** integer
- **Definition:** Sum of amount_usd of those released paid lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_individual_paid_rows

- **Type:** integer
- **Definition:** Paid lines withheld because the recipient is an individual (count only).
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_individual_paid_amount_usd

- **Type:** integer
- **Definition:** Dollar sum of those withheld lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_ambiguous_paid_rows

- **Type:** integer
- **Definition:** Paid lines withheld because individual-versus-organisation could not be established (count only).
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_ambiguous_paid_amount_usd

- **Type:** integer
- **Definition:** Dollar sum of those withheld lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_unverified_paid_rows

- **Type:** integer
- **Definition:** Paid lines withheld because the name looks like a person: the filer organisation status text is the only organisation evidence and the name carries a personal-name signal, with no institution word or IRS Business Master File match (count only).
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_unverified_paid_amount_usd

- **Type:** integer
- **Definition:** Dollar sum of those withheld lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_aggregate_paid_rows

- **Type:** integer
- **Definition:** Paid lines withheld because the recipient field is an aggregate or placeholder (for example VARIOUS, OTHER CONTRIBUTIONS, SEE ATTACHED SCHEDULE) rather than a named recipient (count only; preserved here so released plus withheld equals the filing totals).
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_aggregate_paid_amount_usd

- **Type:** integer
- **Definition:** Dollar sum of those aggregate lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — part_xv_total_future_as_filed

- **Type:** integer
- **Definition:** Foundation-stated total approved for future payment (line 3b). Blank if not stated.
- **Unit:** USD
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** TotalGrantOrContriApprvFutAmt

### ca_foundation_filings_ty2022_2024.csv — future_rows_in_filing

- **Type:** integer
- **Definition:** Number of approved-for-future-payment lines in the filing.
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — future_rows_sum_in_filing

- **Type:** integer
- **Definition:** Sum of Amt over those lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — released_future_rows

- **Type:** integer
- **Definition:** Future-payment lines released in grants_future_payments.
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — released_future_amount_usd

- **Type:** integer
- **Definition:** Sum of amount_usd of those lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_individual_future_rows

- **Type:** integer
- **Definition:** Future-payment lines withheld as individual recipients (count only).
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_individual_future_amount_usd

- **Type:** integer
- **Definition:** Dollar sum of those lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_ambiguous_future_rows

- **Type:** integer
- **Definition:** Future-payment lines withheld as ambiguous (count only).
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_ambiguous_future_amount_usd

- **Type:** integer
- **Definition:** Dollar sum of those lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_unverified_future_rows

- **Type:** integer
- **Definition:** Future-payment lines withheld in the same ORG_UNVERIFIED class (count only).
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_unverified_future_amount_usd

- **Type:** integer
- **Definition:** Dollar sum of those lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_aggregate_future_rows

- **Type:** integer
- **Definition:** Future-payment lines withheld in the AGGREGATE class (count only).
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — excluded_aggregate_future_amount_usd

- **Type:** integer
- **Definition:** Dollar sum of those lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — part_i_contrib_paid_cash

- **Type:** integer
- **Definition:** Part I column (d) contributions, gifts, grants paid (cash-basis column), as filed. Can differ from the Part XV total.
- **Unit:** USD
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** ContriPaidDsbrsChrtblAmt

### ca_foundation_filings_ty2022_2024.csv — part_i_contrib_paid_books

- **Type:** integer
- **Definition:** Part I column (a) contributions, gifts, grants paid (books), as filed.
- **Unit:** USD
- **Nullable:** Yes
- **Source status:** reported
- **Lineage:** ContriPaidRevAndExpnssAmt

### ca_foundation_filings_ty2022_2024.csv — source_zip_url

- **Type:** string
- **Definition:** URL of the IRS monthly zip batch that contains the source XML.
- **Nullable:** No
- **Source status:** derived
- **Lineage:** IRS TEOS download location

### ca_foundation_filings_ty2022_2024.csv — source_zip_member

- **Type:** string
- **Definition:** File name of the XML inside that zip.
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — source_sha256

- **Type:** string
- **Definition:** SHA-256 of the source XML bytes as read from the IRS zip.
- **Nullable:** No
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — source_zip_member_crc32

- **Type:** string
- **Definition:** CRC-32 recorded by IRS in the zip for that XML (hex).
- **Nullable:** No
- **Source status:** reported
- **Lineage:** zip directory

### ca_foundation_filings_ty2022_2024.csv — accounting_identity_paid_holds

- **Type:** integer
- **Definition:** 1 when released + excluded individual + excluded ambiguous paid dollars equal paid_rows_sum_in_filing (always 1 in this release).
- **Nullable:** No
- **Allowed values:** 0 | 1
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — accounting_identity_future_holds

- **Type:** integer
- **Definition:** Same identity for future-payment lines.
- **Nullable:** No
- **Allowed values:** 0 | 1
- **Source status:** derived

### ca_foundation_filings_ty2022_2024.csv — other_period_same_tax_year

- **Type:** integer
- **Definition:** Number of other operative filings by the same EIN carrying the same tax_year but a different period end (fiscal-year change or short period). 0 for most.
- **Nullable:** Yes
- **Source status:** derived

### ca_foundation_exclusions_summary_ty2022_2024.csv — tax_year

- **Type:** integer
- **Definition:** Tax year.
- **Unit:** year
- **Nullable:** No
- **Source status:** reported

### ca_foundation_exclusions_summary_ty2022_2024.csv — grant_status

- **Type:** categorical
- **Definition:** PAID_DURING_YEAR or APPROVED_FOR_FUTURE_PAYMENT.
- **Nullable:** No
- **Source status:** reported

### ca_foundation_exclusions_summary_ty2022_2024.csv — recipient_class

- **Type:** categorical
- **Definition:** ORG_CONFIRMED and ORG_PROBABLE (released) or INDIVIDUAL, AMBIGUOUS, ORG_UNVERIFIED, AGGREGATE (withheld).
- **Nullable:** No
- **Allowed values:** ORG_CONFIRMED | ORG_PROBABLE | INDIVIDUAL | AMBIGUOUS | ORG_UNVERIFIED | AGGREGATE
- **Source status:** derived

### ca_foundation_exclusions_summary_ty2022_2024.csv — recipient_class_reason

- **Type:** string
- **Definition:** Rule that produced the class.
- **Nullable:** No
- **Source status:** derived

### ca_foundation_exclusions_summary_ty2022_2024.csv — released_to_customer

- **Type:** categorical
- **Definition:** YES for ORG_CONFIRMED and ORG_PROBABLE, NO for withheld classes.
- **Nullable:** No
- **Allowed values:** YES | NO
- **Source status:** derived

### ca_foundation_exclusions_summary_ty2022_2024.csv — rows

- **Type:** integer
- **Definition:** Number of grant lines in this group (operative filings only).
- **Unit:** rows
- **Nullable:** No
- **Source status:** derived

### ca_foundation_exclusions_summary_ty2022_2024.csv — amount_usd

- **Type:** integer
- **Definition:** Dollar sum of those lines.
- **Unit:** USD
- **Nullable:** No
- **Source status:** derived

### ca_foundation_exclusions_summary_ty2022_2024.csv — filings

- **Type:** integer
- **Definition:** Distinct filings contributing.
- **Nullable:** No
- **Source status:** derived

### ca_foundation_exclusions_summary_ty2022_2024.csv — funders

- **Type:** integer
- **Definition:** Distinct foundations contributing.
- **Nullable:** No
- **Source status:** derived