Civic Intelligence

Eric & Phyllis Osterchrist Charitable Tr

990PF • Fiscal year 2014 • EIN 65-6359439

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 12, 2015

Organization Profile
4865 Longwood PointColorado Springs, CO 80906

(719) 271-4347

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

94th percentile

0.75x

Higher debt load relative to revenue than 94% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

7th percentile

-83%

Higher net margin than 7% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

39th percentile

-2.5%

Faster asset growth than 39% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$10,754

Down $272 (-2.5%) from 2013

Net Assets

Down

$10,468

Down $558 (-5.1%) from 2013

Liabilities

Up

$286

Up $285 (+28500%) from 2013

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin7th percentile

Revenue

Up

$383

Up $7,809 (+105%) from 2013

Expenses

Down

$701

Down $2,799 (-80%) from 2013

Net Income

Up

-$318

Up $10,608 (+97%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$30K$20K$10K$0Assets 2010: $14,874Liabilities 2010: $0Net Assets 2010: $14,8742010Assets 2011: $24,857Liabilities 2011: $8,2642011Assets 2012: $21,829Liabilities 2012: $7,8842012Assets 2013: $11,026Liabilities 2013: $1Net Assets 2013: $11,0262013Assets 2014: $10,754Liabilities 2014: $286Net Assets 2014: $10,4682014Assets 2015: $9,258Liabilities 2015: $8072015Assets 2016: $9,636Liabilities 2016: $178Net Assets 2016: $9,4582016Assets 2017: $9,879Liabilities 2017: $1,000Net Assets 2017: $8,8792017Assets 2018: $9,606Liabilities 2018: $0Net Assets 2018: $9,6062018Assets 2019: $9,764Liabilities 2019: $1Net Assets 2019: $9,7642019Assets 2020: $8,774Liabilities 2020: $1Net Assets 2020: $8,7742020Assets 2021: $10,847Liabilities 2021: $1Net Assets 2021: $10,8472021Assets 2022: $11,362Liabilities 2022: $2,203Net Assets 2022: $9,1592022

Highlighted filing

2014

Assets$10,754
Liabilities$286
Net Assets$10,468
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$5.0K$0-$5.0K-$10K-$15KExpenses 2010: $1,9042010Revenue 2011: $775Expenses 2011: $3,700Net Income 2011: -$2,9252011Revenue 2012: $493Expenses 2012: $300Net Income 2012: $1932012Revenue 2013: -$7,426Expenses 2013: $3,500Net Income 2013: -$10,9262013Revenue 2014: $383Expenses 2014: $701Net Income 2014: -$3182014Revenue 2015: $300Expenses 2015: $1,800Net Income 2015: -$1,5002015Revenue 2016: $377Expenses 2016: $0Net Income 2016: $3772016Revenue 2017: $320Expenses 2017: $500Net Income 2017: -$1802017Revenue 2018: $362Expenses 2018: $100Net Income 2018: $2622018Revenue 2019: $425Expenses 2019: $8Net Income 2019: $4172019Revenue 2020: $311Expenses 2020: $500Net Income 2020: -$1892020Revenue 2021: $383Expenses 2021: $100Net Income 2021: $2832021Revenue 2022: $729Expenses 2022: $0Net Income 2022: $7292022

Highlighted filing

2014

Revenue$383
Expenses$701
Net Income-$318
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric OsterchristTrustee-$0--
Phyllis OsterchristTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Eric P and Phyllis L Osterchrist Charitable Trust
EIN
65-6359439
Phone
7192714347
Address
4865 Longwood Point, Colorado Springs, CO 80906

Signing Officer

Name
Phyllis L Osterchrist
Title
Trustee
Phone
7192714347
Signed
2015-08-12
Discuss with paid preparer
No

Preparer

Firm
Phyllis L Osterchrist CPA PC
Address
4865 Longwood Point, Colorado Springs, CO 80906
Preparer
Phyllis L Osterchrist
Raw XML Appendix313 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/ShortExplanationTxt0Donation pledged for 1800 plus 159
DistributionFromCorpusElection/ElectionDesc0Elect to treat distribution from corpus
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc021.946 Oppenheimer Senior Floating Rate Fund
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0183
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0cost
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0185
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0P
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt02
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01257 shares of Oppenheimer Senior Floating Rate Fund
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0381
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0383
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0383
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0280
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0381
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-318
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0185
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0701
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0383
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0383
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc021.946 Oppenheimer Senior Floating Rate Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-318
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0286
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt046
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010754
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011026
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010468
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0426
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0426
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0426
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0432
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/DistributableAmountGrp/TotalTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0176
IRS990PF/FMVAssetsEOYAmt010468
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0566
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010344
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010207
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0116
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0286
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0253
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0253
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt01800
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010754
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010468
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0286
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011026
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010754
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011026
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010468
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt06026
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt08668
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010593
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0260
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010333
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01959
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0432
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08634
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010593
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1002.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Eric Osterchrist
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Phyllis Osterchrist
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04865 Longwood Point
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14865 Longwood Point
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Colorado Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Colorado Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd180906
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt03010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.242107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.518777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.035311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.313609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.161304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.181533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06737
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt011779
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt016581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0001.210534
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0606
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0606
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0606
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Phyllis L Osterchrist
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04865 Longwood Point
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Colorado Springs
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080906
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07192714347
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt01800
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0support IOTA chapter of Theta Chi
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Theta Chi Fraternity
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt03601 Pacific Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Stockton
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd095211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Food for needy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Wish granting for ill children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3various community charitable support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Care & Share Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Make a Wish Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2St Jude Children's Research Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Empty Stocking Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02605 Preamble Point719 528-1247
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17951 E Maplewood Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2262 Danny Thomas Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 910942
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Greenwood Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080915
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd238105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380291
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt01800
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0420
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03168
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03117
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0420
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02697
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06464
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0606
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02690
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0606
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09161
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08981
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt0600
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0116
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Mark to Market
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0286
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Mark to Market
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherIncreasesSchedule/OtherIncreasesDetail/Amt046
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Offset of fees
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Mark to Market
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0286
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt06
TaxesSchedule/TaxesDetail/Amt06
TaxesSchedule/TaxesDetail/CategoryTxt0Income Tax Expense
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Phyllis L Osterchrist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07192714347
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Eric P and Phyllis L Osterchrist Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ERIC
ReturnHeader/Filer/EIN0656359439
ReturnHeader/Filer/PhoneNum07192714347
ReturnHeader/Filer/USAddress/AddressLine1Txt04865 Longwood Point
ReturnHeader/Filer/USAddress/CityNm0Colorado Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080906
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Phyllis L Osterchrist CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04865 Longwood Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080906
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phyllis L Osterchrist
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-12T05:28:53-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,754
Liabilities
$286
Net assets
$10,468
Revenue
$383
Expenses
$701
Net income
-$318
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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