Beginning 1987, year-end level is calculated from SOI, Domestic Private Foundations and Charitable Trusts, as the sum of lines Mortgage loans (book value), column Total from Table 3. Domestic Private Foundations: Income Statements and Balance Sheets, by Size of End-of-year Fair Market Value of Total Assets; and Table 4, Domestic Section 4947(a)(1) Charitable Trusts Treated as Foundations: Income Statement and Balance Sheets by Size of End-of-year Fair Market Value of Total Assets. Quarterly values are linearly interpolated. Beginning in 2014:Q1, level set equal to 0.04 percent of total commercial mortgages held by all other sectors ( FOF series FL893065505.q less FOF series FL163065013.q). Transactions are calculated as the change in level.
Last edited on: 02/02/2017