Marina L Schreyer Charitable Trust

990PF • Fiscal year 2023 • EIN 47-6971498

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 12, 2024

Organization Profile

200 S Wilcox Street Ste 538Castle Rock, CO 80104

(760) 215-0602

Siviq Scores

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

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

1315%

Higher net margin than 100% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Higher top officer pay than 32% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

-8.9%

Faster asset growth than 10% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets24th percentile

Assets

Down

$6,678,056

Down $648,745 (-8.9%) from 2022

Net Assets

Down

$6,678,056

Down $648,745 (-8.9%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$49,335

Down $332,850 (-117%) from 2022

Expenses

$599,410

Up $5,501 (+0.9%) from 2022

Net Income

Down

-$648,745

Down $338,351 (-109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2023

Assets$6,678,056

Liabilities$0

Net Assets$6,678,056

Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2023

Revenue-$49,335

Expenses$599,410

Net Income-$648,745

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Apr 12, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay32nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DANIEL J GETZINGER	Trustee	-	$0	-	-
RICHARD KYM	Trustee	-	$0	-	-
GERALD PAGE	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Marina L Schreyer Charitable Trust
EIN: 47-6971498
Address: 200 S WILCOX STREET STE 538, CASTLE ROCK, CO 80104

Signing Officer

Name: Daniel J Getzinger
Title: Trustee
Phone: 8583365930
Signed: 2024-04-12
Discuss with paid preparer: Yes

Preparer

Firm: Paradigm Tax Consultants Inc
Address: 200 S Wilcox Street Suite 538, Castle Rock, CO 80104
Preparer: Daniel J Getzinger CPA
Phone: 7602150602

Raw XML Appendix357 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.

Path	#	Value
CompensationExplanation/CompensationExplanationGrp/PersonNm	0	DANIEL J GETZINGER
CompensationExplanation/CompensationExplanationGrp/PersonNm	1	RICHARD KYM
CompensationExplanation/CompensationExplanationGrp/PersonNm	2	GERALD PAGE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt	0	TRUSTEE FEES OF $50,000
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt	1	PORTFOLIO MANAGEMENT FEES OF $87,557 TRUSTEE FEES OF $50,000 CONSULTING FEES OF $10,969
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt	2	TRUSTEE FEES OF $50,000 LEGAL FEES OF $6,180
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm	0	RICHARD KYM
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt	0	PORTFOLIO MANAGEMENT AND CONSULTING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	6548556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	7830487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SECURITIES HELD
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/BusinessCd	0	523000
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt	0	417091
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	417091
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	417091
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	245646
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	166364
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	166364
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-648745
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	417091
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt	0	351
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt	0	351
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-215699
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	63826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	63826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	87557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	266209
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	175112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	599410
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	166364
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	-49335
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	175112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	353764
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	23378
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	23378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2013-12-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2020-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2016-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	93684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	125795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	413311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	16691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-16057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-216333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	16691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-16057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-216333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	110375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	109738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	196978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	SHARES OF ROCHE HOLDING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	SHARES OF BACHEM HOLDING AG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	SHARES OF BASILEA PHARMACEUTICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2023-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2023-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2023-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-215699
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-648745
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	6678056
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	7326801
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	6678056
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	8314
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	8314
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	8314
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	8314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	7959987
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	32597
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	-13709
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	-13709
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	7185889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	6548556
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	7830487
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	7326801
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt	0	6678056
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	108315
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	143209
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	143209
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	7326801
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	6678056
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	7959987
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	7326801
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	6678056
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	7326801
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	6678056
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	168809
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	18000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	7600
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	2532
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	143209
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	8314
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	166277
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	168809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt	0	98526
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt	0	LAUTENGARTENSTRASSE 8
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm	0	BASEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd	0	SZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ForeignPostalCd	0	CH4052
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm	0	BASEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm	0	RICHARD KYM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt	0	INVESTMENT MGMT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	4.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	4.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	4.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt	0	LAUTENGARTENSTRASSE 8
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/AddressLine1Txt	1	GRAND RUE 23
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CityNm	0	BASEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CityNm	1	GENEVA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd	0	SZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/CountryCd	1	SZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ForeignPostalCd	0	CH4052
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ForeignPostalCd	1	CH1204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm	0	BASEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ForeignAddress/ProvinceOrStateNm	1	GENEVA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DANIEL J GETZINGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	RICHARD KYM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	GERALD PAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	200 S WILCOX STREET 538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	CASTLE ROCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	80104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	7092205
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	7092205
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	29495
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt	0	29495
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt	0	25071
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt	0	25071
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt	0	2017-09-14
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt	0	7092205
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt	0	8042205
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt	0	250000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt	0	350000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt	0	350000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	7092205
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt	0	8042205
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt	0	250000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt	0	350000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt	0	350000
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/CurrentYearAmt	0	6678055
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt	0	34206741
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year1Amt	0	7326801
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year2Amt	0	10115690
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/Year3Amt	0	10086195
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt	0	5543
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	5543
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	true
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd	0	SZ
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DANIEL J GETZINGER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	200 S WILCOX STREET 538
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CASTLE ROCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	80104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8583365930
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	DONATION TO AFRICAN WILDLIFE FUND
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt	0	DONATION TO GIVE2ASIA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	PUBLICLY TRADED SECURITIES
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	7092205
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	7092205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	73694
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	171952
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GERNAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	GIVE2ASIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	GEORGE ADAMSON WILDLIFE TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2201 BROADWAY 4TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	25022 MALIBU ROAD SUITE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MALIBU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	94612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	90265
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	245646
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/InvolvedAmt	0	412546
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/LineNumberTxt	0	1b(1)
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/NoncharitableExemptOrgName/BusinessNameLine1Txt	0	STOCK MARKET
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TransferScheduleDetail/TransfersTransAndShrArrngmDesc	0	MARKETABLE SECURITIES
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	8314
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	8314
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	7083891
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	7083891
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	7092205
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	7083891
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	7083891
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	108315
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	FOREIGN TAX WITHHOLDING REFUNDABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	143209
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	143209
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	SWISS TAX WITHHOLDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	CURRENCY VALUATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	28862
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	2939
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	28577
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	3448
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	28862
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	2939
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	28577
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	3448
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	3	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	4	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	87557
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	18975
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	150000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	3	6180
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	4	3497
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	PORTFOLIO MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	3	LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	4	OUTSIDE CONTRACT SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	3	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	4	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	87557
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	1	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	2	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	3	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	4	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd	0	00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DANIEL J GETZINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8583365930
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MARINA L SCHREYER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	MARI
ReturnHeader/Filer/EIN	0	476971498
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	200 S WILCOX STREET STE 538
ReturnHeader/Filer/USAddress/CityNm	0	CASTLE ROCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CO
ReturnHeader/Filer/USAddress/ZIPCd	0	80104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	844033634
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Paradigm Tax Consultants Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	200 S Wilcox Street Suite 538
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Castle Rock
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	80104
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7602150602
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-05-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Daniel J Getzinger CPA
ReturnHeader/ReturnTs	0	2024-05-28T11:59:40-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	DANIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	GETZINGER
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,678,056
Liabilities: $0
Net assets: $6,678,056
Revenue: -$49,335
Expenses: $599,410
Net income: -$648,745

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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