Variable pages · IRS 990 Master Concordance

PF_03_NAFB_TOT_BOY_BV

Total Net Assets or Fund Balances at Beginning of Year

Description
Total Net Assets or Fund Balances at Beginning of Year
Table
PF-P03-T00-NET-ASSET-FUND-BALANCE-CHANGE (one)
Part
Part III - Analysis of Changes in Net Assets or Fund Balances
Location
F990-PF-PART-03-LINE-01
Type
numeric
Scope
PF – 990-PF
Database
F990PF
Forms
PF
2 / 2
xpaths observed / mapped
1.1M
filings with a value
2009–2024
tax years observed
0
open flags

Checks

Value checks

ResultValue checkDetail
✓ passValues parse as numbers100.0% of values are numeric
✓ passNo sudden change in the median between adjacent yearslargest change 1.4x (IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY, 990PF, TY2010)
✓ passPooled xpaths are on the same scale (same return type)largest ratio of medians between xpaths: 1.2x
ⓘ infoSign convention1.2% of values are negative (fine for net amounts)

No flags.

Xpaths

Xpath (under /Return/ReturnData or /Return/ReturnHeader)FormYearsFilings% filersRepeats in
x1IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOYPF2009–201299,86697.8%
x2IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmtPF2013–20241,002,39094.2%

% 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
x12.3k25k34k39k
x245k52k57k61k66k73k85k110k113k116k117k108k
Fill rate: % of all filings of the return type (largest xpath)
990-PF98989898989797979796969695959494

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

ReturnFilings% numeric% zero% negativeP25MedianP75P99
990-PF1,102,256100.0%2.8%1.2%78,111451,9201,663,66758,607,382

Percentiles are the median over tax years of each year's percentile.

Example filings

Tax yearReturnXpathOrganizationValue
2024990PFx2C A LUCAS TRUST FBO 1ST CONG227727XML
2012990PFx1THE BLANC FUND58632XML