Civic Intelligence

Seherr-Thoss Charitable Trust

990PF • Fiscal year 2024 • EIN 06-6399636

Jan 01, 2024 to Dec 31, 2024 • Filed on May 14, 2025

CO Bessemer 1225 Franklin Ave 5Garden City, NY 11530

(516) 508-9623

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

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

2024 filings • NTEE P • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

2024 filings • NTEE P • $10M-$25M nonprofits • Source year 2024

Net Margin

96th percentile

69%

Higher net margin than 96% of similar nonprofits.

2024 filings • NTEE P • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • NTEE P • $10M-$25M nonprofits • Source year 2024

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2024 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

316%

Faster revenue growth than 97% of similar nonprofits.

2024 filings • NTEE P • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$19,205,684

Up $2,749,452 (+17%) from 2023

Net Assets

$19,205,684

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$3,986,933

Up $3,028,921 (+316%) from 2023

Expenses

Up

$1,242,170

Up $65,180 (+5.5%) from 2023

Net Income

Up

$2,744,763

Up $2,963,741 (+1353%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $18,125,008Liabilities 2010: $0Net Assets 2010: $18,125,0082010Assets 2011: $18,378,277Liabilities 2011: $0Net Assets 2011: $18,378,2772011Assets 2012: $17,604,421Liabilities 2012: $0Net Assets 2012: $17,604,4212012Assets 2013: $17,716,075Liabilities 2013: $0Net Assets 2013: $17,716,0752013Assets 2014: $18,097,172Liabilities 2014: $02014Assets 2015: $17,935,823Liabilities 2015: $0Net Assets 2015: $17,935,8232015Assets 2016: $17,760,232Liabilities 2016: $0Net Assets 2016: $17,760,2322016Assets 2017: $17,580,934Liabilities 2017: $0Net Assets 2017: $17,580,9342017Assets 2018: $17,367,115Liabilities 2018: $0Net Assets 2018: $17,367,1152018Assets 2019: $17,552,011Liabilities 2019: $205,643Net Assets 2019: $17,346,3682019Assets 2020: $17,173,731Liabilities 2020: $0Net Assets 2020: $17,173,7312020Assets 2021: $17,612,581Liabilities 2021: $1Net Assets 2021: $17,612,5812021Assets 2022: $16,673,495Liabilities 2022: $1Net Assets 2022: $16,673,4952022Assets 2023: $16,456,232Liabilities 2023: $12023Assets 2024: $19,205,684Liabilities 2024: $0Net Assets 2024: $19,205,6842024

Highlighted filing

2024

Assets$19,205,684
Liabilities$0
Net Assets$19,205,684

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2010: $676,909Expenses 2010: $538,537Net Income 2010: $138,3722010Revenue 2011: $867,426Expenses 2011: $614,131Net Income 2011: $253,2952011Revenue 2012: -$150,454Expenses 2012: $623,461Net Income 2012: -$773,9152012Revenue 2013: $355,061Expenses 2013: $243,407Net Income 2013: $111,6542013Revenue 2014: $782,977Expenses 2014: $401,561Net Income 2014: $381,4162014Revenue 2015: $559,372Expenses 2015: $720,727Net Income 2015: -$161,3552015Revenue 2016: $869,895Expenses 2016: $1,046,084Net Income 2016: -$176,1892016Revenue 2017: $874,103Expenses 2017: $1,053,409Net Income 2017: -$179,3062017Revenue 2018: $902,471Expenses 2018: $1,116,881Net Income 2018: -$214,4102018Revenue 2019: $1,106,205Expenses 2019: $1,127,816Net Income 2019: -$21,6112019Revenue 2020: $894,488Expenses 2020: $1,118,406Net Income 2020: -$223,9182020Revenue 2021: $1,667,197Expenses 2021: $1,228,318Net Income 2021: $438,8792021Revenue 2022: $400,431Expenses 2022: $1,344,067Net Income 2022: -$943,6362022Revenue 2023: $958,012Expenses 2023: $1,176,990Net Income 2023: -$218,9782023Revenue 2024: $3,986,933Expenses 2024: $1,242,170Net Income 2024: $2,744,7632024

Highlighted filing

2024

Revenue$3,986,933
Expenses$1,242,170
Net Income$2,744,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHELE SAUNDERSPresident-$0--
MATT KARPASTreasurer-$0--
TRACY KEILTYSecretary-$0--
ANN BORZILLERIBoard Member-$0--
ANDREW RORABACKBoard Member-$0--
DENISE RAAPBoard Member-$0--
HILARY BARHYDTBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Seherr-thoss Charitable Trust
EIN
06-6399636
Phone
5165089623
Address
CO BESSEMER 1225 FRANKLIN AVE 5, GARDEN CITY, NY 11530

Signing Officer

Name
Tracy Keilty
Title
Secretary
Phone
5165089623
Signed
2025-05-14

Preparer

Firm
Bessemer Trust
Address
1225 FRANKLIN AVE STE 500, GARDEN CITY, NY 11530
Preparer
Donald Chin
Phone
5165089694
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10139927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10230155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1033607908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1044545050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10518925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10625521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10716712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10830480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10925443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1109663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1117846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11233095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11340485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11442338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11564133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11636936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11737181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11848302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11931700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120120395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12143512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12210597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123566676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124565617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125696513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1261323944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1271635806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12890387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12931282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13043278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13116305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13219903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13318545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0615 SHS ALIMENTATION COUCHE-TARD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11139 SHS ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21014 SHS AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3323 SHS AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4143 SHS APOLLO GLOBAL MANAGEMENT I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51165 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6120 SHS APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7445 SHS ASHTEAD GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm817 SHS ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm968 SHS ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10395 SHS ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114 SHS AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121305 SHS AVANTOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131221 SHS BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14120 SHS BERKSHIRE HATHAWAY CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15325 SHS BJ'S WHOLESALE CLUB HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16162 SHS BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1713 SHS BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18210 SHS BOOZ ALLEN HAMILTON HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19539 SHS BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20559 SHS BROOKFIELD CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2133 SHS BUILDERS FIRSTSOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22148 SHS BWX TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23123 SHS CADENCE DESIGN SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2466 SHS CARLISLE COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25133 SHS CBRE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261310 SHS CCC INTELLIGENT SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27149 SHS CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28337 SHS CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29380 SHS CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30350 SHS CHIPOTLE MEXICAN GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31156 SHS CLEAN HARBORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32178 SHS CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33430 SHS CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3410 SHS CONSTELLATION SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35267 SHS COOPER COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36305 SHS COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37470 SHS CORE & MAIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38602 SHS CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3991 SHS COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40235 SHS CRH PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41225 SHS CSL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42346 SHS DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43185 SHS DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44353 SHS DOLLARAMA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4561 SHS EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46162 SHS ENTEGRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47100 SHS EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48516 SHS FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49375 SHS FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5065 SHS FRANCO NEVADA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51119 SHS GALLAGER ARTHUR J & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5286 SHS GARTNER INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5355 SHS GE VERNOVA LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54130 SHS HILTON WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55830 SHS HITACHI LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56314 SHS HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57159 SHS ICON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5830 SHS IDEXX LABS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59265 SHS ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm602170 SHS ING GROEP NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61350 SHS INTERCONTINENTAL EXCHG INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6215635 SHS ISHARES MSCI ACWI EX-US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6319564 SHS ISHARES MSCI ACWI EX-US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm645265 SHS ISHARES S&P SMCAP 600 INDX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm652860 SHS ISHARES TR S&P 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66690 SHS ITOCHU CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67656 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68201 SHS KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69315 SHS KKR & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70220 SHS L3 HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71175 SHS LIVE NATION ENTERTMNT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72405 SHS LONDON STOCK EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73293 SHS LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7492 SHS LVMH MOET HENNESSY VUITTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75111 SHS MANHATTAN ASSOCIATES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76405 SHS MARVELL TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77120 SHS MASTERCARD CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7864 SHS MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7976 SHS MEDPACE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8014 SHS MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81278 SHS META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82694 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm833580 SHS MITSUBISHI UFJ FINL GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8498 SHS MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8568 SHS MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86460 SHS NASDAQ INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87995 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88167 SHS NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8955 SHS NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm902040 SHS NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9193 SHS NXP SEMICONDUCTORS NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9250 SHS OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93475 SHS ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9461 SHS O'REILLY AUTO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95337770.764 SHS OW FIXED INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm962780 SHS PG & E CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9722 SHS POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9899 SHS PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99184 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100111 SHS QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1015610 SHS ROLLS-ROYCE HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102470 SHS RYAN SPECIALTY HOLDNGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1036156 SHS S&P 500 DEP RCPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1047755 SHS S&P 500 DEP RCPTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10538 SHS S&P GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10656 SHS SAIA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10782 SHS SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108795 SHS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109490 SHS SIEMENS ENERGY AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11073 SHS SPDR S&P OIL & GAS EXPLORA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111130 SHS SPDR S&P REGIONAL BK ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112161 SHS STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113205 SHS TAIWAN SEMI MFG CO ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114230 SHS TAKE-2 INTERACTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1151195 SHS TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11671 SHS THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117284 SHS TRADEWEB MARKETS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118521 SHS TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11945 SHS UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120238 SHS UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121645 SHS US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122140 SHS UTILITIES SELECT SECT SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1234950 SHS VANGUARD FTSE ALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12412475 SHS VANGUARD MORTGAGE-BACK SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12515362 SHS VANGUARD MORTGAGE-BACK SEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12617134 SHS VANGUARD SHORT-TERM BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12721170 SHS VANGUARD SHORT-TERM BOND

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$3.99$1.24$2.74
2023Detailed filing. Detailed filing data is available for this year.$16.5$0.00$0.96$1.18$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.7$0.00$16.7$0.40$1.34$0.94
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$17.6$0.00$17.6$1.67$1.23$0.44
2020Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$0.89$1.12$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.21$17.3$1.11$1.13$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$0.90$1.12$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$0.87$1.05$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.8$0.00$17.8$0.87$1.05$0.18
2015Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.56$0.72$0.16
2014Summary only. Only limited summary data is available for this year.$18.1$0.00$0.78$0.40$0.38
2013Summary only. Only limited summary data is available for this year.$17.7$0.00$17.7$0.36$0.24$0.11
2012Summary only. Only limited summary data is available for this year.$17.6$0.00$17.6$0.15$0.62$0.77
2011Summary only. Only limited summary data is available for this year.$18.4$0.00$18.4$0.87$0.61$0.25
2010Summary only. Only limited summary data is available for this year.$18.1$0.00$18.1$0.68$0.54$0.14