Core 2012 PF

EINEmployer Identification NumberEmployer identification number.
FisYrFiscal yearFiscal year (ending year)
NAMEName of organizationOrganization name.
STATEStateTwo-letter state abbreviation.
NTEE1NTEE major groupNTEE major group (A-Z)
NTEECCNTEECC primary purposeNTEECC classification
CITYCityCity
ZIPZip code + 4ZIP code.
zip5Zip code, 5 digitsFirst 5 digits of zip code
FIPSState + County FIPS code2-digit State + 3-digit County FIPS code (Federal Information Processing Standard). See also U.S. Census Bureau State & County QuickFacts.
MSA_NECHMetropolitan Statistical AreaMetropolitan Statistical Area (NCCS file) (list)
PMSAPrimary MSAPrimary Metropolitan Statistical Area
styearStarting YearStarting year (yyyy when fiscal year began, which is also the tax form year)
TAXPEREnding date for tax periodEnding date for tax period of financial data. Core files for 1997 on are in yyyymm format (199412=Dec. 1994). Earlier years use 2-digit year ('9412').
outnccsOut of Scope flagOut-of-scope (IN/OUT) (see OUTREAS doc. for details)
OUTREASReason why out of scopeReason why out of scope
SUBSECCDSubsection codeIRS subsection code (03=501(c)(3), etc.)
ntmaj5Major subsectorMajor subsector (5)
ntmaj10NTEE major group (10)10 NTEE major groups
ntmaj12NTEE major group (12)12 NTEE major groups: ntmaj10 plus higher education (BH) and hospitals (EH)
NTEEconfNTEE confidence ratingNTEE classification confidence rating (A/B/C)
NAICSNorth American Industrial ClasNorth American Industrial Classification System
MAJGRPBMajor NTEE groupMajor NTEE group plus hospitals and higher education
ACTIV1IRS Activity Code 1First activity code.
ACTIV2IRS Activity Code 2Second activity code.
ACTIV3IRS Activity Code 3Third activity code.
p1tcontContributions received, line 1(a)Contributions, gifts, grants, etc., received (Part I, line 1(a))
P1INTREVInterest on savings, line 3(a)Interest on savings and temporary cash investments (Part I, line 3(a))
P1DIVIDDividends, line 4(a)Dividends and interest from securities (Part I, line 4(a))4
P1GRENTSGross Rents, line 5a(a)Gross rents (Part I, line 5a(a))4
P1NGASTSNet gain from sale of assets, line 6a(a)Net gain from sale of assets not on line 10 (Part I, line 6a(a))4
P1GINVPFGross profit on sales, line 10c(a)Gross profit or (loss) on sales (gross sales less cost of goods sold) (Part I, line 10c(a))4
P1OTHINCOther income, line 11(a)Other income (Part I, line 11(a))4
p1totrevTotal revenue per books, line 12(a)Total revenue as per books (add lines 1 through 11) (Part I, line 12(a))4
P1INVRVTotal investment income, line 12(b)Total investment income (add lines 1 through 11) (Part I, line 12(b))4
P1NADJRVTotal adjusted income, line 12(c)Total adjusted income (add lines 1 through 11) (Part I, line 12(c))4
P1OFCOMPCompensation of officers, line 13(a)Compensation of officers, directors, trustees, etc. (Part I, line 13(a))4
P1ADMEXPTotal op. and admin. exp. per books, line 24(a)Total operating and administrative expenses as per books (add lines 13 through 23) (Part I, line 24(a))4
P1INVEXPTotal investment op. and admin. exp., line 24(b)Total investment operating and administrative expenses (add lines 13 through 23) (Part I, line 24(b))
P1CHAEXPTotal charity op. and admin. exp., line 24(d)Total disbursements for charitable purposes (cash basis) operating and administrative expenses (add lines 13 through 23) (Part I, line 24(d))
P1CONTPDContributions paid per books, line 25(a)Contributions, gifts, grants paid as per books (Part I, line 25(a))
p1totexpTotal expenses per books, line 26(a)Total expenses and disbursements as per books (lines 24 and 25) (Part I, line 26(a))
P1TINVEXTotal investment expenses, line 26(b)Total investment expenses and disbursements (lines 24 and 25) (Part I, line 26(b))
P1TADJEXTotal adjusted income expenses, line 26(c)Total adjusted income expenses and disbursements (lines 24 and 25) (Part I, line 26(c))
P1TEXMEXTotal charity expenses, line 26(d)Total expenses and disbursements for charitable purposes (cash basis) (lines 24 and 25) (Part I, line 26(d))
P1EXCREVExcess revenue over exp. per books, line 27aExcess of revenue over expenses and disbursements as per books (line 12 minus 26) (Part I, line 27a)
P1NETINVNet investment income, line 27bNet investment income (line 12 minus 26, enter 0 if negative) (Part I, line 27b)
P1NADINCAdjusted net income, line 27cAdjusted net income (line 12 minus 26, enter 0 if negative) (Part I, line 27c)
P2CASHBVCash, line 1(b)Cash - non-interest-bearing, book value end of year (Part II, line 1(b))
P2GVTINVInvestments - govt. obligations, line 10a(b)Investments - U.S. and state government obligations, book value end of year (Part II, line 10a(b))
P2CRPSTKInvestments - corporate stock, line 10b(b)Investments - corporate stock, book value end of year (Part II, line 10b(b))
P2CRPBNDInvestments - corporate bonds, line 10c(b)Investments - corporate bonds, book value end of year (Part II, line 10c(b))
P2TINVSCTotal securities inv. - line 10a(b)+10b(b)+10c(b)Total securities investments, book value end of year (Part II, line 10a(b)+10b(b)+10c(b))
P2MORTGInvestments - mortgage loans, line 12(b)Investments - mortgage loans, book value end of year (Part II, line 12(b))
P2EYOTINInvestments - other, line 13(b)Investments - other, book value end of year (Part II, line 13(b))
P2TOTASTTotal assets per book, line 16(b)Total assets, book value end of year (Part II, line 16(b))
P2TASFMVTotal assets per market value, line 16(c)Total assets, fair market value end of year (Part II, line 16(c))
P2MTGNTSMortgages and notes payable, line 21(b)Mortgages and oher notes payable, book value end of year (Part II, line 21(b))
P2TLIABLTotal liabilities, line 23(b)Total liabilities, book value end of year (add lines 17 through 22) (Part II, line 23(b))
P3EYTFNDTotal net assets or fund bal., line 30(b) & 6Total net assets or fund balances, book value end of year (Part II, line 30(b) and Part III, line 6)
P6EXMPFSection 4940(d)(2) exempt op. fndn.?, line 1Exempt operating foundation described in section 4940(d)(2)? (Part VI, line 1)
P6DOMORGDomestic org. meets 4940(e) req.?, line 1Domestic organization that meets section 4940(e) requirements in Part V? (Part VI, line 1)
P6TX4940Excise tax - section 4940, line 1Excise tax - as described in section 4940 (Part VI, line 1)
P6TX511Excise tax - section 511, line 2Excise tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only) (Part VI, line 2)
P6TXSUBASubtitle A tax, line 4Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only) (Part VI, line 4)
P6TEXCTXTotal excise tax, line 5Total excise tax based on investment income (Part VI, line 5)Pt.VI, Ln.5 (PF)
P6ESTTXEst. tax paymts and credits, line 6aEstimated tax payments and overpayment credited to current year (Part VI, line 6a)Pt.VI, Ln.5 (PF)
P6TXWTHForeign org. tax withheld, line 6bExempt foreign organizations - tax withheld at source (Part VI, line 6b)Pt.VI, Ln.5 (PF)
P6TXINVTax paid with extension, line 6cTax paid with application for extension of time to file (Form 8868) (Part VI, line 6c)Pt.VI, Ln.5 (PF)
P6TXWERRBackup withholding error, line 6dBackup withholding erroneously withheld (Part VI, line 6d)Pt.VI, Ln.5 (PF)
P6TXPNLTTax underpayment penalty, line 8Penalty for underpayment of estimated tax (Part VI, line 8)Pt.VI, Ln.5 (PF)
P6TXCRDTOverpayment credited, line 11Tax overpayment to be credited to subsequent year (Part VI, line 11)Pt.VI, Ln.5 (PF)
P7POLITInfluence legislation or political camp.?, line 1aDuring the year, did the organization attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? (Part VII-A, line 1a)Pt.VI, Ln.5 (PF)
P7LIQUIDLiquidation, termination, etc.?, line 5Was there a liquidation, termination, dissolution, or substantial contraction during the year? (Part VII-A, line 5)Pt.VI, Ln.5 (PF)
P7POFCLMClaim sec. 4942 private oper. fnd. status?, line 9Is the org. claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year xxxx or taxable year beginning in xxxx? (Part VII-A, line 9)Pt.VI, Ln.5 (PF)
P7DISSALSale or exchange with disqual. person?, line 1a(1)During the year did the organization engage in the sale or exchange, or leasing of property with a disqualified person? (Part VII-B, line 1a(1))Pt.VI, Ln.5 (PF)
P7DISBORBorrow or lend fr/to disqual. person?, line 1a(2)During the year did the organization borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? (Part VII-B, line 1a(2))Pt.VI, Ln.5 (PF)
P7DISSERGive/accept goods to/fr disqual. per?, line 1a(3)During the year did the organization furnish goods, services, or facilities to (or accept them from) a disqualified person? (Part VII-B, line 1a(3))Pt.VI, Ln.5 (PF)
P7DISPAYCompensate or reimb. disqual. person?, line 1a(4)During the year did the organization pay compensation to or pay or reimburse the expenses of a disqualified person? (Part VII-B, line 1a(4))Pt.VI, Ln.5 (PF)
P7DISTRATransfer inc./assets to disqual. per?, line 1a(5)During the year did the organization transfer any income or assets to a disqualified person? (Part VII-B, line 1a(5))Pt.VI, Ln.5 (PF)
P7PAYGVTAgree to pay a govt official?, line 1a(6)During the year did the organization agree to pay money or property to a government official? (Part VII-B, line 1a(6))Pt.VI, Ln.5 (PF)
P7UNDINCUndistributed inc. from prior yrs?, line 2aAt the end of the tax year, did the organization have any undistributed income for the tax years before the current tax year? (Part VII-B, line 2a)Pt.VI, Ln.5 (PF)
P7BUSINTHold >2% interest in any bus. during yr.?, line 3aDid the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? (Part VII-B, line 3a)Pt.VI, Ln.5 (PF)
P7JEOINVInvest would jeopardize charitable purp.?, line 4aDid the organization invest during the year any amount in a manner that would jeaopardize its charitable purposeses? (Part VII-B, line 4a)Pt.VI, Ln.5 (PF)
P7PROPAGPay for propaganda or influence leg.?, line 5a(1)Did the organization pay to carry on propaganda, or otherwise attempt to influence legislation? (Part VII-B, line 5a(1))Pt.VI, Ln.5 (PF)
P7ELECTInfluence election or voter registr.?, line 5a(2)Did the organization influence the outcome of any specific public election or to carry on any voter registration drive? (Part VII-B, line 5a(2))Pt.VI, Ln.5 (PF)
P7INDGRTGrant to ind. for travel, study, etc.?, line 5a(3)Did the organization provide a grant to an individual for travel, study, or other similar purposes? (Part VII-B, line 5a(3))Pt.VI, Ln.5 (PF)
P7ORGGRTGrant to non-charitable, etc. org.?, line 5a(4)Did the organization provide a grant to an organization other than charity, etc. described in section 509(a)(1), (2) or (3) or section 4940(d)(2)? (Part VII-B, line 5a(4))Pt.VI, Ln.5 (PF)
P7OTHPURProvide paymt for non-char. purpose?, line 5a(5)Did the organization provide for any purpose other than religious, charitable, scientific, literary or educational purposes, or for the prevention of cruelty to children or animals? (Part VII-B, line 5a(5))Pt.VI, Ln.5 (PF)
P10TASSTTotal noncharitable-use assets, line 1dTotal fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes (add lines 1a, b, and c) (Part X, line 1d)
P10MIRMinimum investment return, line 6Minimum investment return: 5% of line 5, net value of noncharitable-use assets (Part X, line 6)
P11DISTRDistributable amount, line 7Distributable amount (Part XI, line 7)
P13UNDSTUndistributed income, line 6f(d)Undistributed income for xxxx. This amount must be distributed in following year. (Part XIII, line 6f(d))
P14NADJAAdj. Net Inc. or MIR - current yr, line 2a(a)Adjusted Net Income or Minimum Investement Income - current year (Part XIV, line 2a(a))
P14NADJBAdj. Net Inc. or MIR - prior yr 1, line 2a(b)Adjusted Net Income or Minimum Investement Income - prior year 1 (Part XIV, line 2a(b))
P14NADJCAdj. Net Inc. or MIR - prior yr 2, line 2a(c)Adjusted Net Income or Minimum Investement Income - prior year 2 (Part XIV, line 2a(c))
P14NADJDAdj. Net Inc. or MIR - prior yr 3, line 2a(d)Adjusted Net Income or Minimum Investement Income - prior year 3 (Part XIV, line 2a(d))
P14TNADJAdj. Net Inc. or MIR - 4 yr total, line 2a(e)Adjusted Net Income (Total of last 4 years) (Part XIV, line 2a(e))
P14QDISAQualifying dist. - current yr, line 2c(a)Qualifying distributions from Part XII, line 4 - current year (Part XIV, line 2c(a))
P14QDISBQualifying dist. - prior yr 1, line 2c(b)Qualifying distributions from Part XII, line 4 - prior year 1 (Part XIV, line 2c(b))
P14QDISCQualifying dist. - prior yr 2, line 2c(c)Qualifying distributions from Part XII, line 4 - prior year 2 (Part XIV, line 2c(c))
P14QDISDQualifying dist. - prior yr 3, line 2c(d)Qualifying distributions from Part XII, line 4 - prior year 3 (Part XIV, line 2c(d))
P14TQDISQualifying dist. - 4 yr total, line 2c(e)Qualifying distributions from Part XII, line 4 (Total Last 4 Years) (Part XIV, line 2c(e))
P14ASVLAValue of assets - current yr, line 3a(1)(a)Assets alternative test - value of all assets - current year (Part XIV, line 3a(1)(a))
P14ASVLBValue of assets - prior yr 1, line 3a(1)(b)Assets alternative test - value of all assets - prior year 1 (Part XIV, line 3a(1)(b))
P14ASVLCValue of assets - prior yr 2, line 3a(1)(c)Assets alternative test - value of all assets - prior year 2 (Part XIV, line 3a(1)(c))
P14ASVLDValue of assets - prior yr 3, line 3a(1)(d)Assets alternative test - value of all assets - prior year 3 (Part XIV, line 3a(1)(d))
P14TASVLValue of assets - 4 yr total, line 3a(1)(e)Assets alternative test - value of all assets (Total of Last 4 Years) (Part XIV, line 3a(1)(e))
P14A4942Qualifying assets - current yr, line 3a(2)(a)Assets alternative test - value of assets qualifying under section 4942 - current year (Part XIV, line 3a(2)(a))
P14B4942Qualifying assets - prior yr 1, line 3a(2)(b)Assets alternative test - value of assets qualifying under section 4942 - prior year 1 (Part XIV, line 3a(2)(b))
P14C4942Qualifying assets - prior yr 2, line 3a(2)(c)Assets alternative test - value of assets qualifying under section 4942 - prior year 2 (Part XIV, line 3a(2)(c))
P14D4942Qualifying assets - prior yr 3, line 3a(2)(d)Assets alternative test - value of assets qualifying under section 4942 - prior year 3 (Part XIV, line 3a(2)(d))
P14T4942Qualifying assets - 4 yr total, line 3a(2)(e)Assets alternative test - value of assets qualifying under section 4942 (Total of Last 4 Years) (Part XIV, line 3a(2)(e))
P14ENDWAEndow. alt. test - current yr, line 3b(a)Endowment alternative test--Enter 2/3 of minimum investment return shown in Part X, line 6 - current year (Part XIV, line 3b(a))
P14ENDWBEndow. alt. test - prior yr 1, line 3b(b)Endowment alternative test--Enter 2/3 of minimum investment return shown in Part X, line 6 - prior year 1 (Part XIV, line 3b(b))
P14ENDWCEndow. alt. test - prior yr 2, line 3b(c)Endowment alternative test--Enter 2/3 of minimum investment return shown in Part X, line 6 - prior year 2 (Part XIV, line 3b(c))
P14ENDWDEndow. alt. test - prior yr 3, line 3b(d)Endowment alternative test--Enter 2/3 of minimum investment return shown in Part X, line 6 - prior year 3 (Part XIV, line 3b(d))
P14TENDWEndow. alt. test - 4 yr total, line 3b(e)Endowment alternative test (Total of Last 4 Years)--Enter 2/3 of minimum investment return shown in Part X, line 6 (Part XIV, line 3b(e))
P14TSUPATotal support - current yr, line 3c(1)(a)Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) - current year (Part XIV, line 3c1(a))
P14TSUPBTotal support - prior yr 1, line 3c(1)(b)Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) - prior year 1 (Part XIV, line 3c1(b))
P14TSUPCTotal support - prior yr 2, line 3c(1)(c)Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) - prior year 2 (Part XIV, line 3c1(c))
P14TSUPDTotal support - prior yr 3, line 3c(1)(d)Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) - prior year 3 (Part XIV, line 3c1(d))
P14TTSUPTotal support - 4 yr total, line 3c(1)(e)Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) (Total of Last 4 Years) (Part XIV, line 3c1(e))
P14PSUPAGen. pub. support - current yr, line 3c(2)(a)Support from general public and 5 or more exempt organizations as provided in section 4942 - current year (Part XIV, line 3c2(a))
P14PSUPBGen. pub. support - prior yr 1, line 3c(2)(b)Support from general public and 5 or more exempt organizations as provided in section 4942 - prior year 1 (Part XIV, line 3c2(b))
P14PSUPCGen. pub. support - prior yr 2, line 3c(2)(c)Support from general public and 5 or more exempt organizations as provided in section 4942 - prior year 2 (Part XIV, line 3c(c))
P14PSUPDGen. pub. support - prior yr 3, line 3c(2)(d)Support from general public and 5 or more exempt organizations as provided in section 4942 - prior year 3 (Part XIV, line 3c2(d))
P14TPSUPGen. pub. support - 4 yr total, line 3c(2)(e)Support from general public and 5 or more exempt organizations as provided in section 4942 (Total of Last 4 Years) (Part XIV, line 3c2(e))
P14GINVAGross Inv. Inc. - current yr, line 3c(4)(a)Gross investment income - current year (Part XIV, line 3c(4)(a))
P14GINVBGross Inv. Inc. - prior yr 1, line 3c(4)(b)Gross investment income - prior year 1 (Part XIV, line 3c(4)(b))
P14GINVCGross Inv. Inc. - prior yr 2, line 3c(4)(c)Gross investment income - prior year 2 (Part XIV, line 3c(4)(c))
P14GINVDGross Inv. Inc. - prior yr 3, line 3c(4)(d)Gross investment income - prior year 3 (Part XIV, line 3c(4)(d))
P14TGINVGross Inv. Inc. - 4 yr total, line 3c(4)(e)Gross investment income (Total of Last 4 Years) (Part XIV, line 3c(4)(e))
RULEDATERuling date (YYYYMM) from IRSRuling date: year and month of IRS ruling or determination letter recognizing orgs exempt status (YYYYMM)
FNDNCDReason for 501(c)(3) statusReason for & type of 501(c)(3) exempt status including codes for operating and grantmaking foundations, and broad type of public charity
FRCDFiling Requirement CodeFiling requirements code. The 1st 2 characters indicate the requirements for 990/990-EZ forms. The 3rd character = 1 if a 990-PF is required or 0 if not.
AFCDAffiliation codeAffiliation code
SEC_NAMESort Name (Secondary name)Secondary organization name
LEVEL1Public charity or priv. fndn?Public charity or private foundation?
LEVEL2Reporting public charity groupReporting public charity groups.
level3Major NTEE categoryMajor NTEE category
level4NTEE-CC Major GroupNTEE-CC Major Group
CLASSCDClassification code-brkdwn ofIRS Classification code
DEDUCTCDIRS deductability codeIRS Deductibility code
NTEEIRSNTEE assigned by IRSNTEE code assigned by IRS (includes NTEE-CC & XP codes)
ORGCDCorporation, trust, assoc,etc.Organization code: corporation, trust, association, etc.
FinCheckVVerif. code financial variableResults code for financial variable check (finCheckA)
VERIFYFinancials have been verifiedFinancials have been verified
ACCPERAccounting period (MM)Accounting period
randnumRandom number between 0 and 1Random number between 0 and 1 used for creating samples