Civic Intelligence

Sastaunik Charitable Remainder Trust

EIN 86-0847336 • Pennington, NJ

PO Box 1532Pennington, NJ 08534
Siviq Scores

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

Liabilities / Assets

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-106%

Higher net margin than 12% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$25,729

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

NTEE T22 • $1M-$5M nonprofits • Source year 2024

Asset Growth

14th percentile

-6.6%

Faster asset growth than 14% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

293%

Faster revenue growth than 86% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,736,339

Down $122,215 (-6.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,736,339

Down $122,215 (-6.6%) from 2023

Revenue

Up

$92,714

Up $69,138 (+293%) from 2023

Expenses

Up

$191,442

Up $6,375 (+3.4%) from 2023

Net Income

Up

-$98,728

Up $62,763 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,369,343Liabilities 2011: $6,4732011Assets 2012: $2,326,803Liabilities 2012: $02012Assets 2013: $2,475,092Liabilities 2013: $02013Assets 2014: $2,315,275Liabilities 2014: $02014Assets 2015: $2,885,396Liabilities 2015: $02015Assets 2018: $2,476,354Liabilities 2018: $0Net Assets 2018: $2,476,3542018Assets 2019: $2,367,845Liabilities 2019: $0Net Assets 2019: $2,367,8452019Assets 2020: $2,138,757Liabilities 2020: $0Net Assets 2020: $2,138,7572020Assets 2021: $2,231,351Liabilities 2021: $0Net Assets 2021: $2,231,3512021Assets 2022: $1,999,001Liabilities 2022: $0Net Assets 2022: $1,999,0012022Assets 2023: $1,858,554Liabilities 2023: $0Net Assets 2023: $1,858,5542023Assets 2024: $1,736,339Liabilities 2024: $0Net Assets 2024: $1,736,3392024

Highlighted filing

2024

Assets$1,736,339
Liabilities$0
Net Assets$1,736,339

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $203,706Expenses 2011: $287,618Net Income 2011: -$83,9122011Revenue 2012: $246,736Expenses 2012: $269,402Net Income 2012: -$22,6662012Revenue 2013: $414,393Expenses 2013: $283,894Net Income 2013: $130,4992013Revenue 2014: $150,023Expenses 2014: $310,273Net Income 2014: -$160,2502014Revenue 2015: $861,179Expenses 2015: $290,961Net Income 2015: $570,2182015Revenue 2018: $306,576Expenses 2018: $246,569Net Income 2018: $60,0072018Revenue 2019: $121,514Expenses 2019: $231,575Net Income 2019: -$110,0612019Revenue 2020: $7,886Expenses 2020: $236,531Net Income 2020: -$228,6452020Revenue 2021: $343,801Expenses 2021: $250,732Net Income 2021: $93,0692021Revenue 2022: $19,723Expenses 2022: $252,971Net Income 2022: -$233,2482022Revenue 2023: $23,576Expenses 2023: $185,067Net Income 2023: -$161,4912023Revenue 2024: $92,714Expenses 2024: $191,442Net Income 2024: -$98,7282024

Highlighted filing

2024

Revenue$92,714
Expenses$191,442
Net Income-$98,728

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$25,729-$25,729
Filing and Contact Details

Filer

Filer Name
Sastaunik Charitable Remainder Trust
EIN
86-0847336
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2025-04-25
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20464287481 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22464288653 ISHARES 10-20 YEAR T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2346434G822 ISHARES MSCI JAPAN E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2452106N459 LAZARD GL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2569374H709 PACER GLOBAL CASH CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2669374H881 PACER US CASH COWS 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2792206C706 VANGUARD INTERMEDIAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2809290C848 BLACKROCK INTL DIVID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2925434V203 DIMENSIONAL INTL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3092189F726 VANECK VECTORS BIOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt039378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt162627
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt267365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt348542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4152823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5173801
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt655231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt746094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8196802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt957248
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1054566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1179952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12117022
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1352958
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1427148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1520487
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16101273
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17110033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1815528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1955206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2022032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21132107
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2215196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2379955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2414950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt055625
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt021748
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FROM PARTNERSHIP/S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt015341
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt092714
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt092714
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt021748
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015437
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010292
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025729
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0163481
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0163481
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054127
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt055625
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-98728
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0279267
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt021748
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt079745
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt015341
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt015341
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0636
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01689
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0178918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0191442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt091216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt092714
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015437
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011471
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027961
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342024-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372023-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402023-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-07-22

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