Variable pages · IRS 990 Master Concordance
PF_AX27_INVEST_OTH_CATEGORY
Category/ Item
- Description
- Category/ Item
- Table
PF-P99-T27-INVEST-OTH(many)- Part
- Auxiliary schedules and attachments (statements filed with the 990-PF)
- Location
F990-PF-PART-99-AUX-SCHED-27- Type
- text
- Scope
- PF – 990-PF
- Database
- F990PF
- Forms
- PF
2 / 2
xpaths observed / mapped
368k
filings with a value
2009–2024
tax years observed
0
open flags
Checks
Value checks
| Result | Value check | Detail |
|---|---|---|
| ✓ pass | Values are text, not numbers | 0% of values are numeric |
| ⓘ info | No sign of truncation | InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt: longest value is exactly 100 characters |
No flags.
Xpaths
| Xpath (under /Return/ReturnData or /Return/ReturnHeader) | Form | Years | Filings | % filers | Repeats in | |
|---|---|---|---|---|---|---|
| x1 | InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | PF | 2009–2012 | 31,122 | 31.5% | 60.0% |
| x2 | InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | PF | 2013–2024 | 337,012 | 32.3% | 63.4% |
% 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 | 750 | 7.2k | 11k | 13k | ||||||||||||
| x2 | 15k | 17k | 18k | 19k | 21k | 24k | 29k | 39k | 40k | 40k | 40k | 37k | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990-PF | 32 | 29 | 31 | 31 | 32 | 32 | 30 | 30 | 30 | 32 | 33 | 34 | 33 | 33 | 32 | 32 |
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 | Average length | Longest |
|---|---|---|---|
| 990-PF | 368,134 | 27 | 100 |
Most common values
| Value | Filings | Share |
|---|---|---|
46434G103 ISHARES CORE MSCI EM | 20,093 | 10.1% |
46432F842 ISHARES CORE MSCI EA | 14,117 | 7.1% |
922908629 VANGUARD MIDCAP VIPE | 13,398 | 6.8% |
74440Y884 PGIM HIGH YIELD-Q 10 | 11,017 | 5.6% |
464287200 ISHARES CORE S&P 500 | 9,488 | 4.8% |
476313408 JENSEN QUALITY GROWT | 9,319 | 4.7% |
87234N765 TCW EMRG MKTS INCM-I | 8,438 | 4.3% |
464287655 ISHARES RUSSELL 2000 | 7,979 | 4.0% |
256210105 DODGE & COX INCOME F | 7,781 | 3.9% |