Family Exchanges Study Wave 1 (ICPSR 36360)

Published: Apr 14, 2016

Principal Investigator(s):
Karen Fingerman, University of Texas-Austin

Version V2


The Family Exchanges Study Wave 1 (FESI) was conducted in 2008 by the Institute for Survey Research at Temple University. The original 634 "target" or core sample was recruited from African American and White respondents aged 40-60 living in Philadelphia and the surrounding counties--Bucks, Chester, Delaware, and Montgomery. To be eligible for the study, respondents had to have at least one living parent and one living offspring over 18 years of age. Temple University sought to recruit the parents, spouse, and up to three offspring over 18 years of age into the study. All target, parent, and spouse surveys were conducted by telephone. Offspring were given the option of completing the survey by telephone or web. A total of 337 parents, 511 offspring (with another 80 by web and 1 listed as other for a total of 592), and 197 spouses were successfully recruited into the first wave of the study.

This collection includes four data files, one for each type of participant: target, spouse, parent, and offspring. For each of these participants, there are data related to relationships with other family members, perceptions of family members, and views on key social issues. Demographic information includes gender, marital status, education level, religion, age, race, ethnicity, and employment status.

Fingerman, Karen. Family Exchanges Study Wave 1. Ann Arbor, MI: Inter-university Consortium for Political and Social Research [distributor], 2016-04-14.

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United States Department of Health and Human Services. National Institutes of Health. National Institute on Aging (AG027769)


2008-01 -- 2008-10

2007-01 -- 2008-10

This collection represents the first wave of the Family Exchanges Study. ICPSR has not received additional waves of the Family Exchanges Study at this time.

For more information, please refer to the Family Exchanges Study Web site.

The linking variable FAMID can be used to link the four datasets.

The purpose of the Family Exchanges Study was to expand knowledge of intergenerational transfers by addressing the psychological processes underlying family support. Of specific interest were how and why individuals choose between self, spouse, parent, and children, as well as how they choose among multiple parents or stepparents and children in allocation of their time, emotional energy, and material assets. The study explored how people's motives differ with regard to tangible and non-tangible allocations in both the present and future time frames.

The target populations were White and African Americans between 40 and 60 years of age living in Philadelphia and the surrounding counties -- Bucks, Chester, Delaware, and Montgomery. A listed household sample of 13,892 telephone numbers was purchased from Genesys Sampling Systems. The list contained a variety of information about the household that could be used to target selected groups including age/gender of family members, income, dwelling unit size, etc. Genesys also identified and targeted for sample selection census blocks with high densities of Whites and African Americans. Phone numbers were randomly selected from the listed household database, using age and gender as the selection variables.


Adults aged 40-60 living in Philadelphia and the surrounding counties -- Bucks, Chester, Delaware, and Montgomery -- with at least one living parent and one living offspring over 18 years of age.



survey data

75 percent of target adults, 74 percent of parents, 75 percent of offspring, 73 percent of spouses

Familialism Scale, Brief Symptom Inventory (BSI), Patient Health Questionnaire (PHQ)



2016-04-14 This collection has been fully curated, and was updated to include SPSS, SAS, and Stata data and setup files, a tab-delimited data file, an R data file, and PDF codebooks, questionnaires, and other documentation.

2016-01-29 ICPSR data undergo a confidentiality review and are altered when necessary to limit the risk of disclosure. ICPSR also routinely creates ready-to-go data files along with setups in the major statistical software formats as well as standard codebooks to accompany the data. In addition to these procedures, ICPSR performed the following processing steps for this data collection:

  • Checked for undocumented or out-of-range codes.

The data are not weighted and do not contain any weights.


  • The public-use data files in this collection are available for access by the general public. Access does not require affiliation with an ICPSR member institution.

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This study is maintained and distributed by the National Archive of Computerized Data on Aging (NACDA), the aging program within ICPSR. NACDA is sponsored by the National Institute on Aging (NIA) at the National Institutes of Heath (NIH).