Variable pages · IRS 990 Master Concordance
SD_01_AGGREGATE_VALUE_EOY_DAF
Aggregate value at end of year - donor advised funds
- Description
- Enter the aggregate value of assets held in all donor advised funds at the end of the tax year
- Table
SD-P01-T00-ORGS-DONOR-ADVISED-FUNDS-OTH(one)- Part
- Part I - Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts
- Location
SCHED-D-PART-01-LINE-04-COL-A- Type
- numeric
- Scope
- PC – 990 only
- Database
- F990
- Forms
- SZ
2 / 3
xpaths observed / mapped
26k
filings with a value
2009–2024
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 1.3x (IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt, 990, TY2017) |
| ✓ pass | Pooled xpaths are on the same scale (same return type) | largest ratio of medians between xpaths: 1.4x |
| ⓘ info | Sign convention | 0.1% 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 | IRS990ScheduleD/AggregateDAFValue | SZ | 2009–2012 | 4,537 | 0.849% | |
| x2 | IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt | SZ | 2013–2024 | 21,936 | 0.534% | |
| x3 | IRS990ScheduleD/Form990ScheduleDPartI/AggregateDAFValue | SZ | not observed | 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 | 396 | 1.2k | 1.4k | 1.5k | ||||||||||||
| x2 | 1.6k | 1.7k | 1.7k | 1.7k | 1.8k | 1.8k | 1.9k | 2.1k | 2.1k | 2.1k | 2.0k | 1.5k | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
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 | 26,473 | 100.0% | 3.2% | 0.1% | 93,594 | 720,269 | 5,284,003 | 328,414,982 |
Percentiles are the median over tax years of each year's percentile.