Orser Jonathan Charitable Pfdn 102-1502240

990PF • Fiscal year 2021 • EIN 36-4618763

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 07, 2022

Organization Profile

Key Bank 4900 Tiedeman Rd Oh-01-4Brooklyn, OH 44144

(216) 689-7663

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

-52%

Higher net margin than 13% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

$1,292

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 25.2% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

-1.5%

Faster asset growth than 37% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

-95%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$170,601

Down $2,640 (-1.5%) from 2020

Net Assets

Down

$170,601

Down $2,640 (-1.5%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin13th percentile

Revenue

Down

$5,123

Down $89,762 (-95%) from 2020

Expenses

Down

$7,764

Down $65,325 (-89%) from 2020

Net Income

Down

-$2,641

Down $24,437 (-112%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2021

Assets$170,601

Liabilities$0

Net Assets$170,601

Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$5,123

Expenses$7,764

Net Income-$2,641

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Apr 7, 2022
Return Version: 2021v4.1

Compensation and Service Providers

Top Officer Pay79th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Key Bank NA	Trustee	-	$1,292	-	$1,292

Filing and Contact Details

Filer

Filer Name: Orser Jonathan Charitable Pfdn
EIN: 36-4618763
Phone: 2166897663
Address: KEY BANK 4900 TIEDEMAN RD OH-01-4, BROOKLYN, OH 44144

Signing Officer

Name: Keybank Byp S Chmura
Title: Vice President
Phone: 2166897663
Signed: 2022-04-07
Discuss with paid preparer: Yes

Preparer

Firm: Pricewaterhousecoopers Llp
Address: 1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer: Jeffrey E Kuhlin
Phone: 4123556000

Raw XML Appendix362 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.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	592905509 METROPOLITAN WEST T/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	74256W584 PRINCIPAL MIDCAP FUN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	957663503 WESTERN ASSET CORE P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	00770G847 JOHCM INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	464287200 ISHARES CORE S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	641224415 NEUBERGER BERMAN EME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	14448C104 CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	68902V107 OTIS WORLDWIDE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	7540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	5150
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	4899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	8953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	6055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	5	3000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	6	2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	7	2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	8	20517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	9	5000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	10	6000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	464287226 ISHARES CORE US AGGR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	46432F339 ISHARES EDGE MSCI US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	46432F396 ISHARES EDGE MSCI US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	46432F842 ISHARES CORE MSCI EA
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	6	46653M849 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	7	957663503 WESTERN ASSET CORE P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	8	464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	9	74256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	10	641224415 NEUBERGER BERMAN EME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	7872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	8703
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	7278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	16727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	8733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	5	2864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	6	2437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	7	1946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	8	51992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	9	6847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	10	7343
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	10	AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	3404
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	5123
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	5123
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	1000
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	3404
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	323
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	969
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	1292
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	2000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	2000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	1719
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	1719
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-2641
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	7955
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	3404
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	4146
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	7764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	5123
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	5123
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	1884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	977
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	5764
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	1821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	2730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	2072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	724
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	2072
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	3893
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	50. OTIS WORLDWIDE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2021-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2021-03-11
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	1
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	170601
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	170601
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	10649
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	10649
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	10649
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	10707
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	58
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	58
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	58
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	2845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	2785
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	58
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	58
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	2903
IRS990PF/FMVAssetsEOYAmt	0	222229
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	173241
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	170601
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	10000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	33068
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	32597
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	71114
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	97576
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	173241
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	222229
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	3261
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	10707
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	214131
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	217392
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Key Bank NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	100 Public Square Ste 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Cleveland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	44113
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IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	3884
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	3884
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	4900 TIEDEMAN RD OH-01-49-0150
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	BROOKLYN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	44144
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Key Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	2168134556
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	MEMBERSHIP AND ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE TOLEDO SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	GLASS CITY RIVER WALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1838 PARKWOOD AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1306 MIAMI ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	TOLEDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	43624
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	43605
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	2000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	3884
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	10649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	6765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	59274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	58549
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	64681
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	72600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	71358
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	6765
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	64593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	255104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	59274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	58549
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	64681
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	72600
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	3884
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	319697
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	326462
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OTHER NON-ALLOCABLE EXPENSE -
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	STATE FILING/TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	461
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	461
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	1
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ROUNDING
TaxesSchedule/TaxesDetail/Amt	0	7
TaxesSchedule/TaxesDetail/Amt	1	2903
TaxesSchedule/TaxesDetail/Amt	2	1
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	7
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	1
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2166897663
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	ORSER JONATHAN CHARITABLE PFDN
ReturnHeader/Filer/BusinessNameControlTxt	0	ORSE
ReturnHeader/Filer/EIN	0	364618763
ReturnHeader/Filer/PhoneNum	0	2166897663
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	KEY BANK 4900 TIEDEMAN RD OH-01-4
ReturnHeader/Filer/USAddress/CityNm	0	BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	44144
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1850 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	85004
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4123556000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2022-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-04-26T10:00:23-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $170,601
Liabilities: $0
Net assets: $170,601
Revenue: $5,123
Expenses: $7,764
Net income: -$2,641

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$0.23	$0.00	$0.23	$0.15	$0.02	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$0.10	$0.00	$0.10	$0.32	$1.28	$0.96
2022Detailed filing. Detailed filing data is available for this year.	$1.06	$0.00	$1.06	$0.07	$0.72	$0.65
2021Detailed filing. Detailed filing data is available for this year.	$1.71	$0.00	$1.71	$0.05	$0.08	$0.03
2020Detailed filing. Detailed filing data is available for this year.	$1.73	$0.00	$1.73	$0.95	$0.73	$0.22
2019Detailed filing. Detailed filing data is available for this year.	$1.51	$0.00	$1.51	$0.40	$0.77	$0.36