Civic Intelligence

Eric & Phyllis Osterchrist Charitable Tr

990PF • Fiscal year 2019 • EIN 65-6359439

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profile
4865 Longwood PointColorado Springs, CO 80906

(719) 271-9695

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.00x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

52nd percentile

1.6%

Faster asset growth than 52% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

17%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$9,764

Up $158 (+1.6%) from 2018

Net Assets

Up

$9,764

Up $158 (+1.6%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin98th percentile

Revenue

Up

$425

Up $63 (+17%) from 2018

Expenses

Down

$8

Down $92 (-92%) from 2018

Net Income

Up

$417

Up $155 (+59%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2019

Assets$9,764
Liabilities$1
Net Assets$9,764
Open 2019 Filing

Operations Trend

Revenue Growth72nd percentile

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

2019

Revenue$425
Expenses$8
Net Income$417
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th 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
7192719695
Address
4865 Longwood Point, Colorado Springs, CO 80906

Signing Officer

Name
Phyllis L Osterchrist
Title
Trustee
Phone
7192719695
Signed
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Accounting & Tax Services CS LLC
Address
4865 Longwood Point, Colorado Springs, CO 80906
Preparer
Phyllis L Osterchrist
Phone
7192719695
Raw XML Appendix254 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 approved to St Jude Childrens Hospital 500 1 1/2 for remainder 145
CashDistributionExplnStmt/ExplanationTxt0Donation to St Jude Childrens Research Hospital approved
ExplnOfNonFilingWithAGStmt/ExplanationTxt0Copy not required to be filed with the State of FL, but is available.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt09732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01241 shares of Oppenheimer Senior Floating Rate Fund
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0425
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0425
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0417
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt08
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0259
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09606
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09764
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0444
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0444
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0444
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0452
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08
IRS990PF/DistributableAmountGrp/TotalTaxAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt087
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt095
IRS990PF/FMVAssetsEOYAmt09764
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010741
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09732
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt09606
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt09264
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-735
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0-1009
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt032
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09606
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09764
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09764
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09606
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09764
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09606
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09764
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09684
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09652
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0645
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0452
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09039
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09684
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
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0100
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000000.096835
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000000.226066
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09039
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08260
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000000.484173
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0508
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0508
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt0500
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Dividends supporting any all donations/pledges approved
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Phyllis L Osterchrist
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Colorado Springs
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080906
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07192719695
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0St Jude Children's Research Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0501 St Jude Way
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0TN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd038105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0606
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0508
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt064
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02170
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02106
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-735
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Mark to Market
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-1009
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0259
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Mark to Market
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt08
TaxesSchedule/TaxesDetail/Amt08
TaxesSchedule/TaxesDetail/CategoryTxt0Income Tax Expense
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt08
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt08
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Phyllis L Osterchrist
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum07192719695
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Eric P and Phyllis L Osterchrist Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0ERIC
ReturnHeader/Filer/EIN0656359439
ReturnHeader/Filer/PhoneNum07192719695
ReturnHeader/Filer/USAddress/AddressLine1Txt04865 Longwood Point
ReturnHeader/Filer/USAddress/CityNm0Colorado Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080906
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0943643F0F44236700B28FEFF2F9F2558D213C350
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0943643F0F44236700B28FEFF2F9F2558D213C350
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.243.4.89
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm020:59:42
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting & Tax Services CS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04865 Longwood Point
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080906
ReturnHeader/PreparerPersonGrp/PhoneNum07192719695
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phyllis L Osterchrist
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-13T03:00:00-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,764
Liabilities
$1
Net assets
$9,764
Revenue
$425
Expenses
$8
Net income
$417
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