Civic Intelligence

Robert a Brand Charitable Trust

EIN 30-6743898 • 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

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$32,660

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$3,178,810

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$3,178,810

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin99th percentile

Revenue

$3,380,460

No earlier filing loaded for comparison.

Expenses

$34,081

No earlier filing loaded for comparison.

Net Income

$3,346,379

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2024: $3,178,810Liabilities 2024: $0Net Assets 2024: $3,178,8102024

Highlighted filing

2024

Assets$3,178,810
Liabilities$0
Net Assets$3,178,810
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2024: $3,380,460Expenses 2024: $34,081Net Income 2024: $3,346,3792024

Highlighted filing

2024

Revenue$3,380,460
Expenses$34,081
Net Income$3,346,379
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,178,810
Liabilities
$0
Net assets
$3,178,810
Revenue
$3,380,460
Expenses
$34,081
Net income
$3,346,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$3.38$0.03$3.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 20, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$32,660-$32,660
Filing and Contact Details

Filer

Filer Name
Robert a Brand Charitable Trust
EIN
30-6743898
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2025-05-27
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/StockNm3009158106 AIR PRODUCTS & CHEMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402079K107 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm502079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7025537101 AMERICAN ELECTRIC PO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9026874784 AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1003027X100 AMERICAN TOWER REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1103073E105 AMERISOURCEBERGEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15038222105 APPLIED MATERIALS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1604016X101 ARGENX SE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19053332102 AUTOZONE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28126650100 CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2912769G100 CAESARS ENTERTAINMEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30136385101 CANADIAN NATURAL RES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3215135U109 CENOVUS ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36192446102 COGNIZANT TECHNOLOGY
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3820825C104 CONOCOPHILLIPS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4122822V101 CROWN CASTLE INTERNA
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