Variable pages · IRS 990 Master Concordance
SD_07_INVEST_SEC_OTH_DESC
Other securities - description
- Description
- Other - Description
- Table
SD-P07-T01-INVESTMENTS-OTH-SECURITIES(many)- Part
- Part VII - Investments - Other Securities
- Location
SCHED-D-PART-07-LINE-03-COL-A- Type
- text
- Scope
- PC – 990 only
- Database
- F990
- Forms
- SZ
2 / 3
xpaths observed / mapped
329k
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 | IRS990ScheduleD/OtherSecuritiesGrp/Desc: longest value is exactly 100 characters |
No flags.
Xpaths
| Xpath (under /Return/ReturnData or /Return/ReturnHeader) | Form | Years | Filings | % filers | Repeats in | |
|---|---|---|---|---|---|---|
| x1 | IRS990ScheduleD/OtherSecurities/Description | SZ | 2009–2012 | 45,972 | 10.4% | 57.0% |
| x2 | IRS990ScheduleD/OtherSecuritiesGrp/Desc | SZ | 2013–2024 | 282,560 | 7.27% | 62.2% |
| x3 | IRS990ScheduleD/Form990ScheduleDPartVII/Other/Description | 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 | 4.2k | 11k | 12k | 19k | ||||||||||||
| x2 | 19k | 21k | 21k | 22k | 23k | 23k | 24k | 27k | 27k | 28k | 28k | 20k | ||||
| Fill rate: % of all filings of the return type (largest xpath) | ||||||||||||||||
| 990 | 13 | 9 | 8 | 10 | 10 | 9 | 9 | 9 | 9 | 8 | 8 | 8 | 8 | 8 | 8 | 7 |
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 | 328,532 | 28 | 100 |
Most common values
| Value | Filings | Share |
|---|---|---|
Closely-held equity interests | 96,963 | 39.0% |
Financial derivatives and other financial products | 96,411 | 38.7% |
MUTUAL FUNDS | 15,083 | 6.1% |
INVESTMENTS | 8,153 | 3.3% |
CERTIFICATES OF DEPOSIT | 7,802 | 3.1% |
ALTERNATIVE INVESTMENTS | 5,985 | 2.4% |
HEDGE FUNDS | 5,241 | 2.1% |
OTHER INVESTMENTS | 4,416 | 1.8% |
CORPORATE BONDS | 3,973 | 1.6% |
MONEY MARKET FUNDS | 1,538 | 0.6% |
PRIVATE EQUITY | 1,225 | 0.5% |
OTHER SECURITIES | 681 | 0.3% |
Financial derivatives | 552 | 0.2% |
EQUITY SECURITIES | 306 | 0.1% |
EQUITIES | 278 | 0.1% |
Mutual Funds | 87 | 0.0% |
LIMITED PARTNERSHIPS | 63 | 0.0% |
REAL ESTATE | 57 | 0.0% |