Eric & Phyllis Osterchrist Charitable Tr

990PF • Fiscal year 2013 • EIN 65-6359439

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 14, 2014

Organization Profile

4865 Longwood PointHernando, FL 80906

(719) 302-1616

Siviq Scores

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

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

No value available

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

Source year 2013

147%

Higher net margin than 100% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

-49%

Faster asset growth than 7% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

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

Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$11,026

Down $10,803 (-49%) from 2012

Net Assets

$11,026

No earlier filing loaded for comparison.

Liabilities

Down

Down $7,883 (-100%) from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

Down

-$7,426

Down $7,919 (-1606%) from 2012

Expenses

$3,500

Up $3,200 (+1067%) from 2012

Net Income

Down

-$10,926

Down $11,119 (-5761%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

Highlighted filing

2013

Assets$11,026

Liabilities$1

Net Assets$11,026

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue-$7,426

Expenses$3,500

Net Income-$10,926

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Aug 14, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Eric P Osterchrist	Trustee	-	$0	-	-
Phyllis L Osterchrist	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 65-6359439
Phone: 7193021616

Signing Officer

Name: Phyllis L Osterchrist
Title: Trustee
Phone: 7192714347
Signed: 2014-08-14
Discuss with paid preparer: Yes

Preparer

Preparer: Phyllis Osterchrist
Phone: 7192714347

Raw XML Appendix346 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
CashDeemedCharitableExplnStmt/ShortExplanationTxt	0	The Foundation has pledged 5,000 for education and faculty development, then the 1.5 of 179.
ExplnOfNonFilingWithAGStmt/ExplanationTxt	0	Copy is available for inspection, per law. CO Attorney General does not require their own individual copy. Copy is available for inspection, per law. FL Attorney General does not require their own individual copy.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	0	2000-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2000-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	2	2000-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	19.252 shs PIMCO REAL RETURN FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	100 shs BRISTOL MYERS SQUIBB
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	2	100 shs CISCO SYSTEMS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	3	100 shs GENERAL ELECTRIC CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	4	475.864 shs PIMCO REAL RETURN FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	239
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	6970
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	2	3825
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	3	5094
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	4	5154
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt	0	COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt	1	COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt	2	COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt	3	COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt	4	COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	235
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	3316
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	2	2012
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	3	2028
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	4	5815
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	0	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	1	D
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	2	D
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	3	D
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt	4	P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	2	2013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	3	2013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	4	2013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-4
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-3654
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	2	-1813
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	3	-3066
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	4	661
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	0	Pt VII-A, Line 8b Return not required by CO or FL.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	0	Pt VII-A, Line 8b Return not required by CO or FL.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	10344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	10460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	1239 shares of Oppenheimer Senior Floating Rate Fund
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	450
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-7876
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	-7426
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	-7426
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	450
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt	0	450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	450
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	450
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-10926
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	13406
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-7876
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	3500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	-7426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2000-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2000-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2000-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	239
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	6970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	3825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	5094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	5154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-3654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	-1813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	-3066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-3654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	-1813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	-3066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	3316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	2012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	2028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	5815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	19.252 shs PIMCO REAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	100 shs BRISTOL MYERS SQUIBB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	100 shs CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	100 shs GENERAL ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	475.864 shs PIMCO REAL RETURN FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-7876
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-10926
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	8007
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	11026
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	13945
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	11026
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	332
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	332
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	332
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	337
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	5
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	5
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	5
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt	0	181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	5
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	5
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	181
IRS990PF/FMVAssetsEOYAmt	0	11026
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	548
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	566
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	21829
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	10344
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	10460
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	116
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	8432
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt	0	8500
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt	0	5000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	22377
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	11026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	11026
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	8432
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	22377
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	11026
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	13945
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	11026
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	5445
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	6026
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	11916
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	1730
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	10186
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	5179
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	337
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	6737
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	11916
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Eric P Osterchrist
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Phyllis L Osterchrist
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	4865 Longwood Pt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	4865 Longwood Pt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	Colorado Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	Colorado Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	80906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	80906
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	1378
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	1383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	3694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	1900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	3010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	8145
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	000.204603
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	000.035311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	000.313609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	000.161304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	000.181533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	000.331259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	5
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	6737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	8496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	11779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	11779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	16581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	24588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	3500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	001.023016
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	3495
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	3500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	5
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	3500
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	0	4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt	1	7
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	0	Temporary earnings of dividends interest on cash after sales of assets before contributions were funded.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt	1	Loss on disposition of donated assets
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/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	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	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	Phyllis L Osterchrist
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	4865 Longwood Point
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	Colorado Springs
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	80906
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CO
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	1	FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7192714347
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	0	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	1	3500
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	0	Early Childhood Education
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	1	Education, Faculty Development, Annual Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1	0	The Colorado Springs School
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1	1	The Colorado Springs School
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt	0	501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt	1	501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt	1	None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1	0	21 Broadmoor Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1	1	21 Broadmoor Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/City	0	Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/City	1	Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/State	0	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/State	1	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCode	0	80906
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCode	1	80906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Education, Faculty Development, Annual Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	The Coloradoo Springs School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501c3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	21 Broadmoor Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	80906
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	5000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	3500
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	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	332
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	2696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	3117
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	8981
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	3168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	2696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	3117
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	3500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	3168
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	8981
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	5813
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Mark to Market
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	116
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	0	124
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	1	7876
OtherIncreasesSchedule/OtherIncreasesDetail/Amount	2	7
OtherIncreasesSchedule/OtherIncreasesDetail/Description	0	Change in market value
OtherIncreasesSchedule/OtherIncreasesDetail/Description	1	FMV already adjusted on sale of assets
OtherIncreasesSchedule/OtherIncreasesDetail/Description	2	Government Interest Income deposit
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	8432
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Mark to Market
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Phyllis L Osterchrist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7192714347
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	The Eric P and Phyllis L Osterchrist Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt	0	ERIC
ReturnHeader/Filer/EIN	0	656359439
ReturnHeader/Filer/PhoneNum	0	7193021616
ReturnHeader/Filer/USAddress/AddressLine1	0	4865 Longwood Point
ReturnHeader/Filer/USAddress/City	0	Colorado Springs
ReturnHeader/Filer/USAddress/State	0	CO
ReturnHeader/Filer/USAddress/ZIPCode	0	80906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Phyllis L Osterchrist CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	4865 Longwood Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	80906
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7192714347
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Phyllis Osterchrist
ReturnHeader/ReturnTs	0	2014-08-14T10:29:54-00:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $11,026
Liabilities: $1
Net assets: $11,026
Revenue: -$7,426
Expenses: $3,500
Net income: -$10,926

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2022Detailed filing. Detailed filing data is available for this year.	$11.4	$2.20	$9.16	$0.73	$0.00	$0.73
2021Detailed filing. Detailed filing data is available for this year.	$10.8	$0.00	$10.8	$0.38	$0.10	$0.28
2020Detailed filing. Detailed filing data is available for this year.	$8.77	$0.00	$8.77	$0.31	$0.50	$0.19
2019Detailed filing. Detailed filing data is available for this year.	$9.76	$0.00	$9.76	$0.43	$0.01	$0.42
2018Detailed filing. Detailed filing data is available for this year.	$9.61	$0.00	$9.61	$0.36	$0.10	$0.26
2017Detailed filing. Detailed filing data is available for this year.	$9.88	$1.00	$8.88	$0.32	$0.50	$0.18
2016Detailed filing. Detailed filing data is available for this year.	$9.64	$0.18	$9.46	$0.38	$0.00	$0.38
2015Summary only. Only limited summary data is available for this year.	$9.26	$0.81		$0.30	$1.80	$1.50
2014Detailed filing. Detailed filing data is available for this year.	$10.8	$0.29	$10.5	$0.38	$0.70	$0.32
2013Detailed filing. Detailed filing data is available for this year.	$11.0	$0.00	$11.0	$7.43	$3.50	$10.9
2012Summary only. Only limited summary data is available for this year.	$21.8	$7.88		$0.49	$0.30	$0.19
2011Summary only. Only limited summary data is available for this year.	$24.9	$8.26		$0.78	$3.70	$2.93
2010Detailed filing. Detailed filing data is available for this year.	$14.9	$0.00	$14.9		$1.90