Civic Intelligence

Marina L Schreyer Charitable Trust

990PF • Fiscal year 2015 • EIN 47-6971498

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 16, 2017

Organization Profile
135 S Calle AltaOrange, CA 92869

(714) 442-3840

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$9,840,414

No earlier filing loaded for comparison.

Net Assets

$9,640,414

No earlier filing loaded for comparison.

Liabilities

$200,000

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$10,335,522

No earlier filing loaded for comparison.

Expenses

$695,108

No earlier filing loaded for comparison.

Net Income

$9,640,414

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2015: $9,840,414Liabilities 2015: $200,000Net Assets 2015: $9,640,4142015Assets 2015: $12,769,350Liabilities 2015: $200,000Net Assets 2015: $12,569,3502015Assets 2016: $9,462,028Liabilities 2016: $0Net Assets 2016: $9,462,0282016Assets 2017: $9,306,420Liabilities 2017: $922,396Net Assets 2017: $8,384,0242017Assets 2018: $9,468,836Liabilities 2018: $1,321,581Net Assets 2018: $8,147,2552018Assets 2019: $10,281,265Liabilities 2019: $0Net Assets 2019: $10,281,2652019Assets 2020: $10,086,195Liabilities 2020: $0Net Assets 2020: $10,086,1952020Assets 2021: $10,115,690Liabilities 2021: $0Net Assets 2021: $10,115,6902021Assets 2022: $7,326,801Liabilities 2022: $0Net Assets 2022: $7,326,8012022Assets 2023: $6,678,056Liabilities 2023: $0Net Assets 2023: $6,678,0562023Assets 2024: $6,229,588Liabilities 2024: $0Net Assets 2024: $6,229,5882024

Highlighted filing

2015

Assets$9,840,414
Liabilities$200,000
Net Assets$9,640,414
Open 2015 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2015: $10,335,522Expenses 2015: $695,108Net Income 2015: $9,640,4142015Revenue 2015: $13,264,458Expenses 2015: $695,108Net Income 2015: $12,569,3502015Revenue 2016: $452,924Expenses 2016: $582,590Net Income 2016: -$129,6662016Revenue 2017: $404,170Expenses 2017: $901,036Net Income 2017: -$496,8662017Revenue 2018: $357,404Expenses 2018: $891,218Net Income 2018: -$533,8142018Revenue 2019: $456,228Expenses 2019: $628,645Net Income 2019: -$172,4172019Revenue 2020: -$338,261Expenses 2020: $684,762Net Income 2020: -$1,023,0232020Revenue 2021: $772,521Expenses 2021: $332,020Net Income 2021: $440,5012021Revenue 2022: $283,515Expenses 2022: $593,909Net Income 2022: -$310,3942022Revenue 2023: -$49,335Expenses 2023: $599,410Net Income 2023: -$648,7452023Revenue 2024: $218,514Expenses 2024: $666,982Net Income 2024: -$448,4682024

Highlighted filing

2015

Revenue$10,335,522
Expenses$695,108
Net Income$9,640,414
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 16, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J GETZINGERTrustee-$50,000-$50,000
RICHARD KYMTrustee-$50,000-$50,000
GERALD PAGETrustee-$50,000-$50,000
Filing and Contact Details

Filer

Filer Name
Marina L Schreyer Charitable Trust
EIN
47-6971498
Address
135 S CALLE ALTA, ORANGE, CA 92869

Signing Officer

Name
Daniel J Getzinger
Title
Trustee
Phone
8583365930
Signed
2017-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Daniel J Getzinger CPA APC
Address
14081 Yorba St Ste 210, TUSTIN, CA 92780
Preparer
Daniel J Getzinger CPA
Phone
7144423840
Raw XML Appendix333 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt025022 MALIBU RD 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1135 S CALLE ALTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MALIBU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORANGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090265
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192869
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0520526
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt0100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt1100000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt2281790
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt01b(1)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt11b(2)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt21b(6)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt0BROKERAGE TRANS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt1BROKERAGE TRANS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt2INDIVIDUALS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc0BROKERAGE TRANS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc1BROKERAGE TRANS
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc2PROFESSIONAL AND TRUSTEE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0539236
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0539236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0231290
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0231290
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0770526
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0231290
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0231290
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF MARINA L SCHREYER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0135 S CALLE ALTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ORANGE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092869
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012262497
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt012262497
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0CASH BROKERAGE ACCOUNT REAL ESTATE AND PERSONAL PROPERTY
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-06-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LEGAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt155421
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt297990
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt155421
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt297990
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt323800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410000
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ESTATE OF MARINA L SCHREYER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0135 S CALLE ALTA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ORANGE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092869
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL J GETZINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08583365930
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARINA L SCHREYER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0476971498
ReturnHeader/Filer/USAddress/AddressLine1Txt0135 S CALLE ALTA
ReturnHeader/Filer/USAddress/CityNm0ORANGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092869
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811022332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel J Getzinger CPA APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014081 Yorba St Ste 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07144423840
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel J Getzinger CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-08T11:04:14-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,840,414
Liabilities
$200,000
Net assets
$9,640,414
Revenue
$10,335,522
Expenses
$695,108
Net income
$9,640,414
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.22$0.67$0.45
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.05$0.60$0.65
2022Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.28$0.59$0.31
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.77$0.33$0.44
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.34$0.68$1.02
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.46$0.63$0.17
2018Detailed filing. Detailed filing data is available for this year.$9.47$1.32$8.15$0.36$0.89$0.53
2017Detailed filing. Detailed filing data is available for this year.$9.31$0.92$8.38$0.40$0.90$0.50
2016Detailed filing. Detailed filing data is available for this year.$9.46$0.00$9.46$0.45$0.58$0.13
2015Detailed filing. Detailed filing data is available for this year.$12.8$0.20$12.6$13.3$0.70$12.6
2015Detailed filing. Detailed filing data is available for this year.$9.84$0.20$9.64$10.3$0.70$9.64