Civic Intelligence

D and R Charitable Fund C/O Louise Glasser

990T • Fiscal year 2023 • EIN 86-2247427

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization Profile
PO Box 549Oak Lawn, IL 60454

(312) 621-6214

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$30M$20M$10M$0Assets 2021: $20,568,755Liabilities 2021: $433,557Net Assets 2021: $20,135,1982021Assets 2022: $20,985,229Liabilities 2022: $442,370Net Assets 2022: $20,542,8592022Assets 2023: $20,112,614Liabilities 2023: $538,219Net Assets 2023: $19,574,3952023Assets 2024: $20,073,499Liabilities 2024: $584,877Net Assets 2024: $19,488,6222024

Latest loaded filing

2024

Assets$20,073,499
Liabilities$584,877
Net Assets$19,488,622
Open 2024 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2021: $996,425Expenses 2021: $1,097,043Net Income 2021: -$100,6182021Revenue 2022: $2,668,161Expenses 2022: $2,225,998Net Income 2022: $442,1632022Revenue 2023: $1,215,034Expenses 2023: $2,197,602Net Income 2023: -$982,5682023Revenue 2024: $2,005,677Expenses 2024: $2,104,790Net Income 2024: -$99,1132024

Latest loaded filing

2024

Revenue$2,005,677
Expenses$2,104,790
Net Income-$99,113
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
D and R Charitable Fund
EIN
86-2247427
Phone
3126216214
Address
PO BOX 549, OAK LAWN, IL 60454

Signing Officer

Name
Louise Glasser
Title
Director
Phone
3126216214
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Wineberg Solheim Howell & Shain Pc
Address
180 N LASALLE ST STE 2200, CHICAGO, IL 60601
Preparer
Hochan Song CPA
Phone
3123720440
Raw XML Appendix119 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt030405
IRS1120ScheduleD/NetCapitalGainAmt030405
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt033365
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-2960
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt033365
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-2960
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt012411
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1918
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt2-7690
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt34
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt417918
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt583
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt69721
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0GP GLOBAL EQUITY STRATEGIES
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc12013 GRESHAM PRIVATE EQ STRAT
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc22011-2012 GRESHAM PRIVATE EQ STRAT
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc32014 GRESHAM PRIVATE EQ STRAT
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc42016 GRESHAM PRIVATE EQ STRAT
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc52017 GRESHAM PRIVATE EQ STRAT
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc62018 GRESHAM PRIVATE EQ STRAT
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IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-2957
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1-3
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0GP GLOBAL EQUITY STRATEGIES
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc12013 GRESHAM PRIVATE EQ STRAT
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-2960
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0LOUISE GLASSER
IRS990T/BooksInCareOfDetail/PhoneNum03126216214
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 549
IRS990T/BooksInCareOfDetail/USAddress/CityNm0OAK LAWN
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd060454
IRS990T/BookValueAssetsEOYAmt020112614
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0115
IRS990T/EstimatedTaxPaymentsAmt017640
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt011774
IRS990T/OverpaymentSection/OverpaymentAmt011774
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt030405
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-5962
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt03942
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt028385
IRS990TScheduleA/TotUnrltTrdBusIncmAmt028385
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0LIMITED PARTERSHIP
IRS990TScheduleA/UBIBeforeNOLDedAmt028385
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt028385
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt05751
IRS990T/TaxLessCreditsAmt05751
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt017640
IRS990T/TotalTaxAmt05751
IRS990T/TotalTaxComputationAmt05751
IRS990T/TotalUBTIAmt027385
IRS990T/TotalUBTIBeforeNOLSpecificAmt028385
IRS990T/TotalUBTIBeforeSection199AAmt028385
IRS990T/TotalUBTIComputedAmt028385
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUISE GLASSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03126216214
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D AND R CHARITABLE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O LOUISE GLASSER
ReturnHeader/Filer/BusinessNameControlTxt0DAND
ReturnHeader/Filer/EIN0862247427
ReturnHeader/Filer/PhoneNum03126216214
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 549
ReturnHeader/Filer/USAddress/CityNm0OAK LAWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060454
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362700600
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINEBERG SOLHEIM HOWELL & SHAIN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0180 N LASALLE ST STE 2200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060601
ReturnHeader/PreparerPersonGrp/PhoneNum03123720440
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOCHAN SONG CPA
ReturnHeader/ReturnTs02024-11-12T13:44:25-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$20.1$0.58$19.5$2.01$2.10$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.1$0.54$19.6$1.22$2.20$0.98
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$21.0$0.44$20.5$2.67$2.23$0.44
2021Detailed filing. Detailed filing data is available for this year.$20.6$0.43$20.1$1.00$1.10$0.10