University of Tokyo

Survey Number 0276
Survey Title Survey on Household Budgets among Families with Pre-college Students, 2002
Depositor Japan Finance Corporation Research Institute
Restriction of Use For detailed information, please refer to 'For Data Users' at SSJDA website.

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Educational Purpose Only available for research.
Period of Data Use Permission One year
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SSJDA Data Analysis Not available
Summary Targeting households that were issued a "national education loan," this survey has been conducted since 1993. The main purpose of this survey was to clarify the actual state of education-related financial burdens affecting households with students, in addition to household income, housing loan status, and methods for raising funds to cover educational expenses. This survey also investigated the overall circumstances households face and the relationship between households and educational expenses.

The characteristics of this survey were that it (1) targeted households nationwide, (2) targeted only households with students, (3) clarified the types of educational expenses incurred throughout the year, (4) investigates the cost of education for all children enrolled in elementary school and above, and (5) investigated educational expenses according to the number of children enrolled in school, the type of school in which they are enrolled, and whether or not they live away from home to attend school. This design allowed the survey to grasp the situation of the burden of educational expenses on households.

In addition, this survey also assessed the cost of educational activities outside of school and asked about congratulations gifts for entering a school. The results regarding these are summarized separately.
Data Type quantitative research
quantitative research: micro data
Universe Households that took a “national education loan”
Unit of Observation Household
Sample Size Number of questionnaires distributed: 11,993, number of valid responses: 3,939 (valid response rate: 32.8%) (of which 3,036 were working households)
Date of Collection 2002/06/01
Time Period
Spatial Unit Japan
Sampling Procedure Households with children high school-aged and older who used a "national education loan" issued by the National Life Finance Corporation (Japan Finance Corporation) in February 2002 were sampled.
Mode of Data Collection Mail survey (Questionnaires were sent directly to the target households and collected via direct mail.
Investigator Japan Finance Corporation Research Institute (Former National Life Finance Corporation Research Institute)
Sponsors (Funds)
Related Publications (by the Investigator) Please refer to the abstract in Japanese.
Related Publications (based on Secondary Analysis) List of related publications (based on Secondary Analysis)
Documentation [Questionnaire]
Major Survey Items (1) State of school enrollment, educational expenses, etc.:
Number of children; number of children enrolled in elementary school and above, school, whether commuting to school from home, annual amount of enrollment costs for all children in elementary school and above, amount of remittance to children living away from home to go to school

(2) Enrollment and admission cost for children using a “national education loan”:
Children's schools, year in school, whether commuting to school from home, annual enrollment fee (tuition fee, school fee, other school education fee, home education fee, expenses for children living away from home to go to school), out-of-school education expenses (education content, number of times per month, time per session, annual cost, bearer of costs, reason for not receiving out-of-school education)

Number of schools applied, type of entrance examination, admission cost (examination fee, transportation/accommodation fee for examination, payment to school, payments to schools at which children did not enroll, expenses related to preparation to live away from home to go to school), source of funds for admission cost

(3) Sense of burden of educational expenses on income:
Number of family members, prefecture of residence/gender/age/occupation/annual income of the main provider of the household, total annual income of non-main providers of the household combined, whether or not respondent has a home loan and repayment amount (monthly/bonus month), burden of educational expenses, method of raising funds to cover educational expenses, cutting spending, etc.

(4) Congratulations gifts for entering a school:
Schools children enrolled in; details of gifts received by type/gifts desired; people who gave congratulatory money for the occasion/number of people/amount of money/whether something was given back in return; thoughts on congratulations gifts for school admittance (pros and cons of the custom of sending gifts to congratulate entering a school, sense of burden to reciprocate the favor)

(5) Attitude to children’s business formation activities (including cases in which children take over the family business):
Whether supporting or not supporting the child's starting a business in the future, reasons for opposition, whether the child has the intention to start a business, person that most influenced the child's intention to start a business, child’s reason for desire to start a business or for not wanting to start a business
Date of Release 2003/03/06
Topics in CESSDA Click here for details

Topics in SSJDA Economy/Industry/Management
Version 2003/3/6: Initially released (corresponding to "Fact-finding survey on educational expenses in households (2002)")

2004/02/26: Added reference to "Fact-finding survey on out-of-school education costs and entrance celebrations (2002)" (no change to individual data)

Notes for Users Variable and value labels are written in Japanese.