Variable pages · IRS 990 Master Concordance
PF_AX29_LEGAL_FEE_INVEST_NET
Legal fees schedule - net investment income
- Description
- Net Investment Income
- Table
PF-P99-T29-LEGAL-FEES(many)- Part
- Auxiliary schedules and attachments (statements filed with the 990-PF)
- Location
F990-PF-PART-99-AUX-SCHED-29- Type
- numeric
- Scope
- PF – 990-PF
- Database
- F990PF
- Forms
- PF
2 / 2
xpaths observed / mapped
131k
filings with a value
2009–2024
tax years observed
0 + 2 reviewed
open flags
Checks
Value checks
| Result | Value check | Detail |
|---|---|---|
| ✓ pass | Values parse as numbers | 100.0% of values are numeric |
| ▲ warn | No sudden change in the median between adjacent years | largest change 8.6x (LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt, 990PF, TY2017) |
| ⚠ fail | Pooled xpaths are on the same scale (same return type) | medians differ 12.1x (990PF: LegalFeesSchedule/LegalFees/NetInvestmentIncome vs LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt) |
| ⓘ info | Sign convention | 0.0% of values are negative (fine for net amounts) |
Flags
| Flag | Severity | Xpath | Detail | Review |
|---|---|---|---|---|
MANY_NOT_REPEATING | ⓘ info | LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt | many-to-one table, but 96% of values sit in no repeating element | ✓ acceptednoteGenuine repeating group (XSD maxOccurs > 1; repeat_root is the group when a filing has several rows); most filings have one instance. |
MANY_NOT_REPEATING | ⓘ info | LegalFeesSchedule/LegalFees/NetInvestmentIncome | many-to-one table, but 95% of values sit in no repeating element | ✓ acceptednoteGenuine repeating group: other elements of the same table repeat within filings (TY2009-2024); this element of an older or newer schema did not repeat in the filings observed. |
Xpaths
| Xpath (under /Return/ReturnData or /Return/ReturnHeader) | Form | Years | Filings | % filers | Repeats in | |
|---|---|---|---|---|---|---|
| x1 | LegalFeesSchedule/LegalFees/NetInvestmentIncome | PF | 2009–2012 | 11,337 | 11.7% | 4.1% |
| x2 | LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt | PF | 2013–2024 | 119,271 | 10.9% | 4.0% |
% 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 | 323 | 2.7k | 3.6k | 4.7k | ||||||||||||
| x2 | 5.7k | 6.3k | 6.9k | 7.4k | 7.9k | 8.5k | 9.9k | 13k | 13k | 14k | 14k | 13k | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990-PF | 14 | 11 | 10 | 12 | 12 | 12 | 12 | 12 | 12 | 11 | 11 | 11 | 11 | 11 | 11 | 11 |
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-PF | 130,608 | 100.0% | 55.8% | 0.0% | 0 | 0 | 1,250 | 59,056 |
Percentiles are the median over tax years of each year's percentile.