Series analyzer for FA163064023.Q

Nonprofit organizations; corporate equities and mutual fund shares held by 501c3-9 organizations; asset

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Beginning 2006, year-end level is estimated as a proportion of SOI, Charities and Other Tax-Exempt Organizations, Table 3. Form 990 Returns of 501(c)(3)-(9) Organizations: Balance Sheet and Income Statement Items, by Code Section, line Investments in publicly-traded securities, sum of columns 1 through 7, adjusted to market value based on revaluations of private foundations' and charitable trusts' holdings of corporate stock ( FOF series FR163064013.a). For prior years, investments in publicly-traded securities are estimated as 75 percent of all investment in securities. The proportion allocated to corporate equities is based on private foundations' and charitable trusts' share of corporate stocks in publicly-traded securities. Data are annual. Transactions are equal to the change in the market value level less estimated capital gains.

Derived from:
FOF CodeDescription
+ FU163064023.QNonprofit organizations; corporate equities and mutual fund shares held by 501c3-9 organizations; asset
+ FS163064023.QNonprofit organizations; corporate equities and mutual fund shares held by 501c3-9 organizations; asset

Used in:
FOF CodeDescription
+ FA163064005.QNonprofit organizations; corporate equities and mutual fund shares; asset
+ FA164090025.QNonprofit organizations; total financial assets held by 501c3-9 organizations