The Eric P & Phyllis L Osterchrist Charitable Trust

ASPEN, CO EIN: 65-6359439

The Eric P & Phyllis L Osterchrist Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ASPEN, CO. IRS filing data is available from 2020 through 2022. As of 2022, the organization holds $11K in total assets. Net investment income was $729.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

$11K

+4.7% YoY

Revenue

$729

+90.3% YoY

Net Investment Income

$729

+139.8% YoY

Expenses

—

-100.0% YoY

Under IRS private-foundation payout rules, The Eric P & Phyllis L Osterchrist Charitable Trust reported a distributable amount of $441 for 2022 — the minimum it must pay out in qualifying distributions.

About The Eric P & Phyllis L Osterchrist Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with The Eric P & Phyllis L Osterchrist Charitable Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $500 (100%)

States

Tennessee

Cities

Memphis

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2022	2021	2020
Total Assets	$11,362	$10,847	$8,774
Revenue	$729	$383	$311
Expenses	—	$100	$500
Qualifying Distributions	—	$100	—
Net Investment Income	$729	$304	$382
Distributable Amount	$441	$460	$425

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2022

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2022.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

Name	Title	Hours	Compensation
Eric P Osterchrist	Trustee	0.5	—
Phyllis L Osterchrist	Trustee	1.5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Eric P & Phyllis L Osterchrist Charitable Trust?

The Eric P & Phyllis L Osterchrist Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in ASPEN, CO. It holds $11K in total assets as of 2022.

How large is The Eric P & Phyllis L Osterchrist Charitable Trust?

As of 2022, The Eric P & Phyllis L Osterchrist Charitable Trust holds $11K in total assets with $729 in annual revenue.

Where does The Eric P & Phyllis L Osterchrist Charitable Trust operate?

The Eric P & Phyllis L Osterchrist Charitable Trust has awarded grants in Tennessee.

How much is The Eric P & Phyllis L Osterchrist Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, The Eric P & Phyllis L Osterchrist Charitable Trust reported a distributable amount of $441 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Eric P & Phyllis L Osterchrist Charitable Trust's EIN?

The Eric P & Phyllis L Osterchrist Charitable Trust's EIN (Employer Identification Number) is 65-6359439. IRS Form 990 filing data is available on this page for 2020–2022.