Individual Giving

Share of Individual Taxable Income Donated to Charity

Santa Clara & San Mateo Counties, and California

Data Source:

United States Internal Revenue Service

Analysis:

Silicon Valley Institute for Regional Studies

Data are from the IRS SOI Tax Stats County Data. Charities receiving donations may be located anywhere. Individual donations to charity are grouped by tax return, so include both individual and joint filers. Data are limited to those who itemize deductions on their tax returns, which fell nationally in 2018 from 30% to 10% and was skewed toward those with higher annual incomes ($75,000+) according to the IRS Mid-July Filing Season Statistics by AGI (https://www.irs.gov/statistics/filing-season-statistics). With Silicon Valley’s median income in the $100,000-200,000 range and based on the national data, we would expect that approximately 25% of 2018 returns are itemized, with 89% of those including charitable contributions. Based on 2011 and 2017 county-level data from the IRS SOI Tax Stats, 43% and 45%, respectively, of returns in Santa Clara and San Mateo Counties were itemized; of those, 80% and 78%, respectively, donated to charity. While only 45% of Santa Clara and San Mateo County individual tax returns were itemized in 2017, those returns represented 86% of the regional adjusted gross income.

Data is by tax return (includes single and joint filers); only includes returns with itemized deductions.

Resources for Relevant Data and Reports (show)

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