docs/us_corporate/foundation_officers

foundation_officers

990-PF Part VIII officer, director, and trustee data for S&P 500-linked foundations. Tier A. Grain: officer-filing (ein + object_id + person_name). Includes name, title, hours, compensation, benefits, and expense account. Filtered to confirmed crosswalk pairs. Source: IRS TEOS XML. Coverage: 2017-present.

tier aTier A: directly from IRS 990-PF XML via TEOS. Filtered to confirmed crosswalk pairs.

grain

officer

years

2018 – 2023

cadence

Annual

overview

~9,500 officer-filing rows for S&P 500-linked foundations, 2018–2023. Includes name, title, hours, compensation, benefits, and expense account.

current vintage — 2023

history — Yes — 2017–2023 via IRS TEOS XML

provenance

source & licensing

authority

U.S. Internal Revenue Service

dataset

IRS TEOS 990-PF Part VIII (Officers)

source url

https://www.irs.gov/charities-non-profits/private-foundations

methodology

https://www.irs.gov/charities-non-profits/form-990-series-downloads

license

Public domain (U.S. Federal Government work)

citation

U.S. Internal Revenue Service (2025). Tax Exempt Organization Search (TEOS) XML.

schema

fields

name	type	definition
avg_hours_per_week	float64	Average hours per week devoted to the position. NULL in some older filings. 0 is common for volunteer trustees.
cik	string	10-digit zero-padded SEC CIK of the parent company.
company_name	string	Name of the S&P 500 parent company.
compensation_usd	float64	Total compensation paid to this officer for the filing year (990-PF Part VIII col B). 0 for volunteer trustees.
country_idkey	string	ISO alpha-2 country code. Always US — filer is a US private foundation.
einkey	string	9-digit EIN of the filing foundation (no dashes).
employee_benefits_usd	float64	Employee benefits paid to this officer (990-PF Part VIII col C). Often NULL or 0.
expense_account_usd	float64	Expense account and other allowances paid to this officer (990-PF Part VIII col D). Often NULL or 0.
foundation_name	string	Name of the private foundation.
object_id	string	IRS TEOS unique filing identifier. Uniquely identifies one 990-PF return.
person_name	string	Full name of the officer, director, or trustee as reported on 990-PF Part VIII.
tax_period	string	Tax period in YYYYMM format (e.g. 202212 for December 2022 fiscal year end).
ticker	string	Stock ticker of the S&P 500 parent company.
title	string	Officer title as reported on 990-PF Part VIII (e.g. President, Trustee, CEO).
year	int64	Calendar year derived from tax_period (first 4 chars).

relationships

joins

primary key

ein, country_id

common joins

corporate_foundation_crosswalk on (ein)

private_foundations on (ein)

usage

how to use this table

method

Parsed from Part VIII of 990-PF XML files; filtered to EINs in corporate_foundation_crosswalk where confirmed=TRUE.

do not use for

All foundation personnel — only named officers, directors, and trustees in Part VIII.

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last updated · Jul 7, 2026