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