Civic Intelligence

Eleanor Fanning Charitable Trust

EIN 30-6738690 • Pennington, NJ

PO Box 1532Pennington, NJ 08534
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-304%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$29,238

Higher top officer pay than 56% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

4th percentile

-50%

Faster asset growth than 4% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-81%

Faster revenue growth than 2% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,557,068

Down $2,606,515 (-50%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,557,068

Down $2,606,515 (-50%) from 2023

Revenue

Down

$858,763

Down $3,646,113 (-81%) from 2023

Expenses

Up

$3,465,128

Up $3,456,472 (+39932%) from 2023

Net Income

Down

-$2,606,365

Down $7,102,585 (-158%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2023: $5,163,583Liabilities 2023: $0Net Assets 2023: $5,163,5832023Assets 2024: $2,557,068Liabilities 2024: $0Net Assets 2024: $2,557,0682024

Highlighted filing

2024

Assets$2,557,068
Liabilities$0
Net Assets$2,557,068

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2023: $4,504,876Expenses 2023: $8,656Net Income 2023: $4,496,2202023Revenue 2024: $858,763Expenses 2024: $3,465,128Net Income 2024: -$2,606,3652024

Highlighted filing

2024

Revenue$858,763
Expenses$3,465,128
Net Income-$2,606,365

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 12, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N A2-$44,391-$44,391
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN CANCER SOCIETY INCGENERAL OPERATINGPCATLANTA, GA, US$468,204
Paid GrantAMERICAN HEART ASSOCIATION INCGENERAL OPERATINGPCDALLAS, TX, US$468,204
Paid GrantMASONIC CHARITIES OF DELAWARE INCGENERAL OPERATINGPCWILMINGTON, DE, US$468,204
Paid GrantWILMINGTON CHRISTIAN SCHOOLGENERAL OPERATINGPCHOCKESSIN, DE, US$468,204
Paid GrantCHRISTIANA CARE HEALTH SYSTEM INCGENERAL OPERATINGPCWILMINGTON, DE, US$468,204
Paid GrantAMERICAN NATIONAL RED CROSSGENERAL OPERATINGPCWASHINGTON, DC, US$468,204
Paid GrantGENTIVA FOUNDATION INCGENERAL OPERATINGPCATLANTA, GA, US$468,204
Filing and Contact Details

Filer

Filer Name
Eleanor Fanning Charitable Trust
EIN
30-6738690
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2025-06-12
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4131946M103 FIRST CITIZENS BANCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4234965K107 FORTREA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4335137L105 FOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4435671D857 FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45363576109 ARTHUR J GALLAGHER &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4637045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4738141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4843300A203 HILTON WORLDWIDE HOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49443201108 HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51452327109 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5245866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53459506101 INTERNATIONAL FLAVOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5446625H100 J P MORGAN CHASE & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55500472303 KONINKLIJKE PHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56500754106 KRAFT HEINZ CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57502431109 L3HARRIS TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5850540R409 LABORATORY CORP AMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59521865204 LEAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60525327102 LEIDOS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62558868105 MADRIGAL PHARMACEUTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63573874104 MARVELL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6457636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65594918104 MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66595112103 MICRON TECHNOLOGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6967066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7069331C108 PG&E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71693506107 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72743315103 PROGRESSIVE CORP/THE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74744573106 PUBLIC SERVICE ENTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75751212101 RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76754730109 RAYMOND JAMES FINANC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7775513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7876954A103 RIVIAN AUTOMOTIVE IN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81780259305 ROYAL DUTCH SHELL PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8278467J100 SS&C TECHNOLOGIES HO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8380105N105 SANOFI-SYNTHELABO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84808513105 CHARLES SCHWAB CORP/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8581211K100 SEALED AIR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86816851109 SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87835699307 SONY CORP ADR AMERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88867224107 SUNCOR ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89872540109 TJX COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92904767704 UNILEVER PLC AMER SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9491324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9592343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9692532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9792826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98949746101 WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99969457100 WILLIAMS COS INC/THE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10198956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102G0176J109 ALLEGION PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104G54950103 LINDE PLC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105G5960L103 MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106G96629103 WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107N07059210 ASML HLDG NV NY REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108009158106 AIR PRODUCTS & CHEMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109038222105 APPLIED MATERIALS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11011135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111126650100 CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11223804L103 DATADOG INC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11325243Q205 DIAGEO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114254687106 WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11525746U109 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11625809K105 DOORDASH INC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11726142V105 DRAFTKINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118285512109 ELECTRONIC ARTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11929364G103 ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12040434L105 HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121418056107 HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12242809H107 HESS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12342824C109 HEWLETT PACKARD ENTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124460690100 INTERPUBLIC GROUP OF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12549271V100 KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126494368103 KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127504922105 LABCORP HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128517834107 LAS VEGAS SANDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12959522J103 MID-AMERICA APARTMEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13061174X109 MONSTER BEVERAGE SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13168389X105 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13382509L107 SHOPIFY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134878742204 TECK RESOURCES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13592243G108 VAXCYTE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136929740108 WABTEC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137G51502105 JOHNSON CTLS INTL PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm138H42097107 UBS GROUP AG NAMEN-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139N20944109 FI CBM HOLDINGS N.V.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt083345
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1307646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt275986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt379202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt476037

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