Variable pages · IRS 990 Master Concordance
F9_11_RECO_GAIN_INVEST_NET
Net unrealized gains on investments
- Description
- Net unrealized gains (losses) on investments
- Table
F9-P11-T00-ASSETS(one)- Part
- Part XI - Reconciliation of Net Assets
- Location
F990-PC-PART-11-LINE-05- Type
- numeric
- Scope
- PC – 990 only
- Database
- F990
- Forms
- PC
2 / 2
xpaths observed / mapped
977k
filings with a value
2012–2024
tax years observed
0
open flags
Checks
Value checks
| Result | Value check | Detail |
|---|---|---|
| ✓ pass | Values parse as numbers | 100.0% of values are numeric |
| ✓ pass | No sudden change in the median between adjacent years | largest change 3.3x (IRS990/NetUnrlzdGainsLossesInvstAmt, 990, TY2020) |
| ✓ pass | Pooled xpaths are on the same scale (same return type) | largest ratio of medians between xpaths: 1.5x |
| ⓘ info | Sign convention | 30.6% of values are negative (fine for net amounts) |
No flags.
Xpaths
| Xpath (under /Return/ReturnData or /Return/ReturnHeader) | Form | Years | Filings | % filers | Repeats in | |
|---|---|---|---|---|---|---|
| x1 | IRS990/ReconciliationUnrealizedInvest | PC | 2012–2012 | 44,816 | 24.9% | |
| x2 | IRS990/NetUnrlzdGainsLossesInvstAmt | PC | 2013–2024 | 932,153 | 29.6% |
% filers: percent of in-scope filers whose return has the xpath, in its latest year. Repeats in: share of filings where the element occurs more than once.
Coverage by tax year
| Filings | ’09 | ’10 | ’11 | ’12 | ’13 | ’14 | ’15 | ’16 | ’17 | ’18 | ’19 | ’20 | ’21 | ’22 | ’23 | ’24 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| x1 | 45k | |||||||||||||||
| x2 | 50k | 55k | 60k | 63k | 68k | 71k | 77k | 92k | 99k | 106k | 108k | 82k | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990 | 25 | 25 | 25 | 26 | 26 | 26 | 26 | 27 | 29 | 30 | 30 | 30 | 30 | |||
Filings with a value, by xpath (rows, numbered as in the xpath table) and tax year. A change of row from one year to the next is usually the IRS renaming the element (most were renamed in 2013). Hover a cell for the exact count.
Values
| Return | Filings | % numeric | % zero | % negative | P25 | Median | P75 | P99 |
|---|---|---|---|---|---|---|---|---|
| 990 | 976,969 | 100.0% | 11.9% | 30.6% | 0 | 6,160 | 86,858 | 11,771,840 |
Percentiles are the median over tax years of each year's percentile.