The Eric P & Phyllis L Osterchrist Charitable Trust

Foundation · Grantmaker 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.

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

1state

States

Cities

Memphis

Giving Over Time

Total grant dollars and number of grants per year

$0$200$400$6001 grants20200 grants20210 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2022

Grant Size Distribution

1 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2022.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250$500$750$1K202020212022
Metric202220212020
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

  1. 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.

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