Civic Intelligence

Eric & Phyllis Osterchrist Charitable Tr

990PF • Fiscal year 2012 • EIN 65-6359439

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

Organization Profile
4865 Longwood Point80906
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$21,829

Flat from 2012

Net Assets

$13,945

No earlier filing loaded for comparison.

Liabilities

Flat

$7,884

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$300

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2010: $14,874Liabilities 2010: $0Net Assets 2010: $14,8742010Assets 2011: $24,857Liabilities 2011: $8,2642011Assets 2012: $21,829Liabilities 2012: $7,884Net Assets 2012: $13,9452012Assets 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

2012

Assets$21,829
Liabilities$7,884
Net Assets$13,945
Open 2012 Filing

Operations Trend

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: -$2,9252011Expenses 2012: $3002012Revenue 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

2012

Revenue-
Expenses$300
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Eric P OsterchristTrustee-$0--
Phyllis L OsterchristTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future GrantThe Colorado Springs SchoolEducation - Faculty development - Annual Fund501c3Colorado Springs, CO, US$3,500
Approved Future GrantThe Colorado Springs SchoolEducation - Faculty development - Annual Fund501c3Colorado Springs, CO, US$3,500
Approved Future GrantThe Colorado Springs SchoolEarly Childhood Education501c3Colorado Springs, CO, US$1,500
Filing and Contact Details

Filer

EIN
65-6359439
Raw XML Appendix293 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
AppliedToPriorYearElection/Election0For 2012 we have chosen to elect to treat the qualifying distribution to be made from 2011 remaining undistributed income because this was such a small amount income.
CashDeemedCharitableExplnStmt/Explanation05000 pledge plus 206.
ExplnOfNonFilingWithAGStmt/Statement0Not required by the state of FL or CO
GeneralExplanationAttachment/GeneralExplanation/Explanation0Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue06970
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13825
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue25094
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35392
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03259
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11965
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV22099
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV36074
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0100 shares of Bristol Myers Squibb
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1100 shares of Cisco
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2100 shares of General Electric
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31769 shares of Pimco Real Return C
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0420
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount073
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0493
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0493
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0120
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm073
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0420
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0420
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0420
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0193
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice073
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss073
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0193
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm0300
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps0300
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0300
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0493
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0493
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0300
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY024474
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY021281
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV013397
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY08264
IRS990PF/BalanceSheets/OtherLiabilitiesEOY07884
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0383
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0548
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0548
IRS990PF/BalanceSheets/TemporarilyRestrictedBOY012000
IRS990PF/BalanceSheets/TemporarilyRestrictedEOY08500
IRS990PF/BalanceSheets/TotalAssetsBOY024857
IRS990PF/BalanceSheets/TotalAssetsEOY021829
IRS990PF/BalanceSheets/TotalAssetsEOYFMV013945
IRS990PF/BalanceSheets/TotalLiabilitiesBOY08264
IRS990PF/BalanceSheets/TotalLiabilitiesEOY07884
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY024857
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY021829
IRS990PF/BalanceSheets/TotalNetAssetsBOY016593
IRS990PF/BalanceSheets/TotalNetAssetsEOY013945
IRS990PF/BalanceSheets/UnrestrictedBOY04593
IRS990PF/BalanceSheets/UnrestrictedEOY05445
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome073
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Capital Gains Distributions
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0193
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases03500
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0659
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal017445
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY016593
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY013945
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0421
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0421
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0421
IRS990PF/DistributableAmount/MinimumInvestmentReturn0425
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04
IRS990PF/DistributableAmount/TotalTax04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0483
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0187
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0483
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome04
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn0487
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0300
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0487
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY013945
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets013702
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0536
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities013166
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05206
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0425
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets08496
IRS990PF/MinimumInvestmentReturn/ReductionClaimed0197
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets013702
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition0001.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition1003.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Eric P Osterchrist
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Phyllis L Osterchrist
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104865 Longwood Pt
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114865 Longwood Pt
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Colorado Springs
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Colorado Springs
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode080906
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode180906
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct02002
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets02000
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio0000.235440
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear10000.313609
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear20000.161304
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear30000.181533
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear40000.331259
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear50000.189494
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets08496
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1011779
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2011779
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3016581
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4024588
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5032191
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear103694
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear201900
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear303010
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear408145
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear506100
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio0001.177199
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0300
IRS990PF/QualifyingDistributions/ExpensesAndContributions0300
IRS990PF/QualifyingDistributions/QualifyingDistributions0300
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber18
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0Temporary earnings of dividends interest on cash after sales of assets before contributions funded.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1Capital gain distribution from PIMCO.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Phyllis L Osterchrist
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07192714347
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine104865 Longwood Point
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Colorado Springs
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode080906
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CO
IRS990PF/StatementsRegardingActivities/StatesFiledWith1FL
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYear102012
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0true
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0Not applicable
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount03500
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount23500
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution0Education - Faculty development - Annual Fund
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution1Early Childhood Education
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution2Education - Faculty development - Annual Fund
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine10The Colorado Springs School
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine11The Colorado Springs School
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientBusinessName/BusinessNameLine12The Colorado Springs School
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus0501c3
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus1501c3
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus2501c3
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine1021 Broadmoor Avenue
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine1121 Broadmoor Avenue
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/AddressLine1221 Broadmoor Avenue
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City0Colorado Springs
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City1Colorado Springs
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/City2Colorado Springs
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State0CO
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State1CO
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/State2CO
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode080906
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode180906
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientUSAddress/ZIPCode280906
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0Not applicable
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture08500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToYear10300
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0421
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear103117
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus0421
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY0421
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02696
IRS990PF/UndistributedIncome/ExcessFromYear102696
IRS990PF/UndistributedIncome/QualifyingDistributions0300
IRS990PF/UndistributedIncome/TaxableAmount202817
IRS990PF/UndistributedIncome/TotalCorpus02696
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover03117
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear03117
OtherDecreasesSchedule/OtherDecreases/Amount03500
OtherDecreasesSchedule/OtherDecreases/Description0Contribution made December 2011 but cleared bank January 2012
OtherIncreasesSchedule/OtherIncreases/Amount0448
OtherIncreasesSchedule/OtherIncreases/Amount1211
OtherIncreasesSchedule/OtherIncreases/Description0Changes in market value for the year
OtherIncreasesSchedule/OtherIncreases/Description1Deposits/including re-investments/investments transferred in
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue08264
OtherLiabilitiesSchedule/OtherLiabilities/Description0Mark to Market Value
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue07884
ReductionExplanationStatement/Explanation01.5% used for brokerage fees as reduction to market value of securites.
TaxesSchedule/Taxes/AdjustedNetIncome0300
TaxesSchedule/Taxes/Amount0300
TaxesSchedule/Taxes/Category0Income tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps0300
TaxesSchedule/Taxes/NetInvestmentIncome0300
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0656359439
ReturnHeader/Filer/InCareOfName0% Phyllis L Osterchrist
ReturnHeader/Filer/Name/BusinessNameLine10The Eric P and Phyllis L Osterchrist Charitable Trust
ReturnHeader/Filer/NameControl0ERIC
ReturnHeader/Filer/Phone07193021616
ReturnHeader/Filer/USAddress/AddressLine104865 Longwood Point
ReturnHeader/Filer/USAddress/City0Colorado Springs
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080906
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-11-15
ReturnHeader/Officer/Name0Phyllis L Osterchrist
ReturnHeader/Officer/Phone07192714347
ReturnHeader/Officer/Title0Trustee
ReturnHeader/Preparer/DatePrepared02013-11-15
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Phyllis L Osterchrist CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine104865 Longwood Point
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Colorado Springs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode080906
ReturnHeader/Preparer/Name0Phyllis Osterchrist
ReturnHeader/Preparer/Phone07192714347
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-15T06:28:03-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,829
Liabilities
$7,884
Net assets
$13,945
Revenue
-
Expenses
$300
Net income
-
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
2012Detailed filing. Detailed filing data is available for this year.$21.8$7.88$13.9$0.30
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