The Eric P & Phyllis L Osterchrist Charitable Trust
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.
Key facts about The Eric P & Phyllis L Osterchrist Charitable Trust
- EIN
- 65-6359439
- Latest 990 filing
- Form 990-PF, 2022
- Total assets
- $11,362
Data from IRS Form 990-PF, 2022; updated September 2026.
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.
How The Eric P & Phyllis L Osterchrist Charitable Trust gives
- In 2021 it paid out 22% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2022
Leadership & Key People
Officers and directors from IRS filings
The Eric P & Phyllis L Osterchrist Charitable Trust's 2022 filing lists 2 officers; none of the 2 officers listed in 2022 report compensation.
Officers on the 2022 filing
Eric P Osterchrist
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Phyllis L Osterchrist
Trustee
On filings since 2020
1.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Eric P & Phyllis L Osterchrist Charitable Trust
How large is The Eric P & Phyllis L Osterchrist Charitable Trust?
The Eric P & Phyllis L Osterchrist Charitable Trust reported $11K in total assets on its 2022 IRS Form 990-PF. Its revenue that year was $729.
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.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Eric P & Phyllis L Osterchrist Charitable Trust by hand.
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