Civic Intelligence

Regal Fam Charitable Tr

EIN 37-6280414 • Wilmington, DE

4250 Lancaster Pike Suite 100Wilmington, DE 19805
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

6th percentile

-102%

Higher net margin than 6% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$4,293

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

28th percentile

-4.1%

Faster asset growth than 28% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-63%

Faster revenue growth than 4% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Using 2023 Form 990PF data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$662,317

Up $21,830 (+3.4%) from 2022

Liabilities

Flat

$1

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin6th percentile

Revenue

Up

$82,405

Up $52,689 (+177%) from 2022

Expenses

Up

$62,022

Up $6,480 (+12%) from 2022

Net Income

Up

$20,383

Up $46,209 (+179%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $494,168Liabilities 2011: $02011Assets 2012: $672,460Liabilities 2012: $02012Assets 2013: $657,533Liabilities 2013: $02013Assets 2014: $667,205Liabilities 2014: $02014Assets 2015: $645,114Liabilities 2015: $1Net Assets 2015: $645,1142015Assets 2017: $637,478Liabilities 2017: $0Net Assets 2017: $637,4782017Assets 2019: $623,914Liabilities 2019: $1Net Assets 2019: $623,9142019Assets 2020: $601,789Liabilities 2020: $1Net Assets 2020: $601,7892020Assets 2021: $668,609Liabilities 2021: $12021Assets 2022: $640,487Liabilities 2022: $1Net Assets 2022: $640,4872022Assets 2023: $662,317Liabilities 2023: $12023

Latest loaded filing

2023

Assets$662,317
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2011: $38,455Expenses 2011: $25,809Net Income 2011: $12,6462011Revenue 2012: $198,283Expenses 2012: $19,996Net Income 2012: $178,2872012Revenue 2013: $21,533Expenses 2013: $36,466Net Income 2013: -$14,9332013Revenue 2014: $39,407Expenses 2014: $28,948Net Income 2014: $10,4592014Revenue 2015: $18,773Expenses 2015: $40,337Net Income 2015: -$21,5642015Revenue 2017: $40,153Expenses 2017: $50,917Net Income 2017: -$10,7642017Revenue 2019: $56,425Expenses 2019: $51,860Net Income 2019: $4,5652019Revenue 2020: $32,866Expenses 2020: $54,221Net Income 2020: -$21,3552020Revenue 2021: $126,233Expenses 2021: $58,803Net Income 2021: $67,4302021Revenue 2022: $29,716Expenses 2022: $55,542Net Income 2022: -$25,8262022Revenue 2023: $82,405Expenses 2023: $62,022Net Income 2023: $20,3832023

Latest loaded filing

2023

Revenue$82,405
Expenses$62,022
Net Income$20,383
Open 2023 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.00$0.82$0.62$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.40$0.00$6.40$0.30$0.56$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.69$0.00$1.26$0.59$0.67
2020Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.33$0.54$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.56$0.52$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.37$0.00$6.37$0.40$0.51$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$0.19$0.40$0.22
2014Summary only. Only limited summary data is available for this year.$6.67$0.00$0.39$0.29$0.10
2013Summary only. Only limited summary data is available for this year.$6.58$0.00$0.22$0.36$0.15
2012Summary only. Only limited summary data is available for this year.$6.72$0.00$1.98$0.20$1.78
2011Summary only. Only limited summary data is available for this year.$4.94$0.00$0.38$0.26$0.13
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES SCHWAB TRUST COMPANY OF DELTrustee-$3,582-$3,582
Rosalyn J RegalTrustee-$2,624-$2,624
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN FRIENDS OF THE HEBREW UNIVSUPPORT EDUCATIONEXEMPTFORT LAUDERDALE, FL, US$15,500
Paid GrantGREENHILL SCHOOLEDUCATIONEXEMPTADDISON, TX, US$10,000
Paid GrantTEMPLE EMANU-ELCHURCHEXEMPTDALLAS, TX, US$3,500
Paid GrantINTERNATIONAL SOCIETY OF PALM BEACH C/O HERME DE WYMAN MIROSUPPORT HUMANITARIAN CAUSESEXEMPTPALM BEACH, FL, US$3,000
Paid GrantNORTON MUSEUM OF ARTGENERAL SUPPORTEXEMPTWEST PALM BEACH, FL, US$2,000
Paid GrantTEMPLE EMANU-EL OF PALM BEACHCHURCHEXEMPTPALM BEACH, FL, US$2,000
Paid GrantPALM BEACH SYNAGOGUEGENERAL SUPPORTEXEMPTPALM BEACH, FL, US$1,250
Paid GrantWORLD AFFAIRS COUNCIL OF PALM BEACHCONNECT PALM BEACH WITH THEEXEMPTBOYNTON BEACH, FL, US$1,020
Paid GrantPALM BEACH OPERAGENERAL SUPPORTEXEMPTWEST PALM BEACH, FL, US$1,000
Paid GrantPEROT MUSEUM OF NATURE & SCIENCEGENERAL SUPPORTEXEMPTDALLAS, TX, US$500
Paid GrantDALLAS ARBORETUM AND BOTANICAL GARDENPROVIDE PUBLIC VENUE OFEXEMPTDALLAS, TX, US$350
Paid GrantDALLAS ZOOGENERAL SUPPORTEXEMPTDALLAS, TX, US$250
Paid GrantFORT WORTH ZOOGENERAL SUPPORTEXEMPTFORT WORTH, TX, US$250
Paid GrantPJ LIBRARYLIBRARYEXEMPTAGAWAM, MA, US$250
Paid GrantDALLAS MUSEUM OF ARTPROVIDE PUBLIC ART MUSEUMEXEMPTDALLAS, TX, US$250
Paid GrantTROUBLEFREEPOOLGENERAL FUNDINGEXEMPTCREEDMOOR, NC, US$100
Filing and Contact Details

Filer

Filer Name
Regal Family Charitable Trust Co
EIN
37-6280414
Phone
8007457721
Address
4250 LANCASTER PIKE SUITE 100, WILMINGTON, DE 19805

Signing Officer

Name
Francis J Hazeldine
Title
Managing Direct
Phone
8007457721
Signed
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PL, PITTSBURGH, PA 15222
Preparer
Alex Powell
Phone
4126447800
Raw XML AppendixShowing 400 of 767 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DISCOVER FINANCIAL S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52EVERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53FIRSTENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55NTNL GRID PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ROYAL CARRIBBEAN CRUISE F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57BRISTOL-MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58D T E ENERGY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59QUEST DIAGNOSTIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60THE CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62TC ENERGY CORP F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63BP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70SJI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72VIATRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73ACCENTURE PLC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt023577
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt09289
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt032866
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032866
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt09289
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03103
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03103
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06206
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041220
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041220
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023577
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023577
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21355
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0146353
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09289
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt023692
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06018
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt044343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt032866
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09174
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013001
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21989-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142012-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt820000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt925071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1010950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt124134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt147821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt68768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-3688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-2712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt107401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-1831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11526
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt68768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-3688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt107401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-1831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt820000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt925427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt107262
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1211535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc075. ROYAL CARIBBEAN CRUISES LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc175. UNITED TECHNOLOGIES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2100. EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3600. ALPS ALERIAN MLP ETF XXX REVERSE SPLIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4150. BRINKER INTERNATIONAL INCORPORATED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200. WELLS FARGO & CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc625000. JOHN DEERE CAPIT 1.95%20 DUE 06/22/20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7150. R P M INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820000. GILEAD SCIENCES, 2.55XXX **MATURED**
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc925000. GLAXOSMITHKLIN3.125% 21F **CALLED**
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10100. CHEVRONTEXACO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11100. CONOCOPHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1250. DEERE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13150. PORTLAND GENERL ELEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14300. SJI INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15. VIATRIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152020-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt09289
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21355
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0770
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0602559
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0623914
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0601789
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt043584
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt043584
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt043584
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt043913
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0329
IRS990PF/DistributableAmountGrp/TotalTaxAmt0329
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0155
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00

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