Variable pages · IRS 990 Master Concordance

PF_AX24_INVEST_CORP_STCK_NAME

Name of Stock

Description
Investments Corporate Stock Grp - Name of Stock
Table
PF-P99-T24-INVEST-CORP-STOCK (many)
Part
Auxiliary schedules and attachments (statements filed with the 990-PF)
Location
F990-PF-PART-99-AUX-SCHED-24
Type
text
Scope
PF – 990-PF
Database
F990PF
Forms
PF
2 / 2
xpaths observed / mapped
490k
filings with a value
2009–2024
tax years observed
0
open flags

Checks

Value checks

ResultValue checkDetail
✓ passValues are text, not numbers0% of values are numeric
ⓘ infoNo sign of truncationInvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm: longest value is exactly 100 characters

No flags.

Xpaths

Xpath (under /Return/ReturnData or /Return/ReturnHeader)FormYearsFilings% filersRepeats in
x1InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStockPF2009–201245,02243.7%57.9%
x2InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNmPF2013–2024445,18339.9%60.3%

% 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
x11.1k11k15k17k
x220k24k26k28k30k32k37k49k52k52k50k46k
Fill rate: % of all filings of the return type (largest xpath)
990-PF48454444444444444442424344424040

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

ReturnFilingsAverage lengthLongest
990-PF490,20524100

Most common values

ValueFilingsShare
921943858 VANGUARD FTSE DEVELO29,3609.7%
464287507 ISHARES CORE S&P MID25,7008.5%
922042858 VANGUARD FTSE EMERGI25,5058.4%
99Z466197 INTERNATIONAL FOCUSE23,2027.7%
29099J109 EMERGING MARKETS STO17,4345.8%
464287655 ISHARES RUSSELL 200013,4044.4%
922908363 VANGUARD 500 INDEX F11,6733.9%
202671913 AGGREGATE BOND COMMO11,3593.8%
MICROSOFT CORP11,3583.8%
693390841 PIMCO HIGH YIELD FD10,9163.6%
207543877 SMALL CAP GROWTH LEA10,8553.6%
464287226 ISHARES CORE US AGGR10,3863.4%
922908363 VANGUARD S&P 500 ETF10,3083.4%
99Z639934 LARGE CAP CORE COMMO8,3602.8%
73935S105 POWERSHARES DB COMMO8,0532.7%
922908553 VANGUARD REIT ETF6,2022.0%
92203J407 VANGUARD TOTAL INTL5,9732.0%
302993993 MID CAP VALUE CTF5,9032.0%
202671913 AGGREGATE BOND CTF4,9841.6%
APPLE INC4,3741.4%
00203H859 AQR MANAGED FUTURES4,3531.4%
94987W737 WELLS FARGO ABSOLUTE4,2111.4%
466001864 IVY ASSET STRATEGY F3,7511.2%
46434G103 ISHARES CORE MSCI EM3,1601.0%
78468R663 SPDR BLOOMBERG BARCL3,0741.0%
45399C107 DIVIDEND INCOME COMM3,0171.0%
74256W584 PRINCIPAL MIDCAP FUN2,9041.0%
99Z639959 SMALL CAP CORE COMMO2,8961.0%
JOHNSON & JOHNSON2,8550.9%
CORPORATE STOCK2,3610.8%

Example filings

Tax yearReturnXpathOrganizationValue
2024990PFx2CHILMARK FOUNDATIONCORPORATE STOCKXML
2012990PFx1Hachman Family FoundationEQUITIES - UBS INVESTMENT ACCOUNTXML