THEODORE P CHUFFERS FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THEODORE P CHUFFERS FOUNDATION (EIN 82-3669239)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202411369349103511
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-15T12:27:58-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823669239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Theodore P Chuffers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTHEOBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personandrew ankerPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstandrewPersonFirstNm
Person LastankerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$897,988FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,587InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,587InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$84,985DividendsRevAndExpnssAmt
Dividends Net Invst Incm$84,985DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$49,051NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,491,659GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,521TotalRevAndExpnssAmt
Total Net Invst Incm$86,572TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,115OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$9,115OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,215TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,115TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,215TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$84,115TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$47,694ExcessRevenueOverExpensesAmt
Net Investment Income$86,572NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$48,727SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$55,619SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$55,619SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$869,494CorporateStockBOYAmt
Corporate Stock EOY$814,908CorporateStockEOYAmt
Corporate Stock EOYFMV$842,369CorporateStockEOYFMVAmt
Total Assets BOY$918,221TotalAssetsBOYAmt
Total Assets EOY$870,527TotalAssetsEOYAmt
Total Assets EOYFMV$897,988TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$918,221RetainedEarningBOYAmt
Retained Earning EOY$870,527RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$918,221TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$870,527TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$918,221TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$870,527TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$918,221TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$47,694ExcessRevenueOverExpensesAmt
Subtotal$870,527SubtotalAmt
Tot Net Ast Or Fund Balances EOY$870,527TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,491,659GrossSalesPriceAmt
Cost Or Other Basis$1,540,710CostOrOtherBasisAmt
Gain Or Loss-$49,051GainOrLossAmt
Gains Minus Excess Or Losses-$49,051GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$49,051CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,203InvestmentIncomeExciseTaxAmt
Subtotal$1,203SubtotalAmt
Tax Based On Investment Income$1,203TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,195EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,195TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$8TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Andrew Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Sec, Treas1.0$0$0$0
Astrid Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Dagmar Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Renee Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Zachary Anker
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$792,366AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,304AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$840,670TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$840,670AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,610CashDeemedCharitableAmt
Net Vl Noncharitable Assets$828,060NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,403MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,403MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,203TaxBasedOnInvestmentIncomeAmt
Total Tax$1,203TotalTaxAmt
Distributable Before Adj$40,200DistributableBeforeAdjAmt
Distributable Before Ded$40,200DistributableBeforeDedAmt
Distributable As Adjusted$40,200DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$84,115ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$84,115QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,200DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$6,813ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,623ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,783ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,442ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,964ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$77,625TotalExcessDistributionCyovAmt
Qualifying Distributions$84,115QualifyingDistributionsAmt
Applied To Current Year$40,200AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,915RemainingDistriFromCorpusAmt
Total Corpus$121,540TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,813ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$114,727ExcessDistriCyovToNextYrAmt
Excess From Year4$2,623ExcessFromYear4Amt
Excess From Year3$16,783ExcessFromYear3Amt
Excess From Year2$21,442ExcessFromYear2Amt
Excess From Year1$29,964ExcessFromYear1Amt
Excess From Current Year$43,915ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAndrew AnkerContributingManagerNm
Contributing ManagerRENEE ANKERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BREECH WITHOUT BORDERS INC
203 WALLACE AVECRAWFORDSVLLEIN47933N/APCGeneral & Unrestricted$7,500
COUNCIL FOR NATIVE HAWAIIAN ADVANCEMENT
91-1270 KINOIKI STREET BLDG IKAPOLEIHI96707N/APCGeneral & Unrestricted$3,000
CROHNS & COLITIS FOUNDATION INC
4104 24TH ST STE 909SAN FRANCISCOCA94114N/APCGeneral & Unrestricted$5,000
DANA FARBER CANCER INSTITUTE INC
PO BOX 849168BOSTONMA02284N/APCGeneral & Unrestricted$10,000
ELECTRONIC FRONTIER FOUNDATION INC
815 EDDY STSAN FRANCISCOCA94109N/APCGeneral & Unrestricted$10,000
FREEDOM READS
2666 STATE STHAMDENCT06517N/APCGeneral & Unrestricted$6,000
LEUKEMIA AND LYMPHOMA SOCIETY INC
PO BOX 102488PASADENACA91189N/APCGeneral & Unrestricted$4,000
LITTLE LION FOUNDATION
1179 E WARDLOW RDLONG BEACHCA90807N/APCGeneral & Unrestricted$3,000
PANCREATIC CANCER ACTION NETWORK INC
1500 ROSECRANS AVE STE 200MANHATTAN BCHCA90266N/APCGeneral & Unrestricted$500
SECOND HARVEST OF SILICON VALLEY
4001 N 1ST STSAN JOSECA95134N/APCGeneral & Unrestricted$25,000
THE INTERNATIONAL WALDENSTROMS MACROGLOBULINEMIA F
6144 CLARK CENTER AVESARASOTAFL34238N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,587ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$84,985ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$49,051ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$37,521ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,521TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ANNALY CAPITAL MANAGEMENT PFD$83,300$85,015
ARES CAPITAL CORPORATION - CLO$92,058$96,144
BLACKSTONE SEC LENDING$82,170$82,920
BLUE OWL CAPITAL CORPORATION$151,807$162,360
CREDIT SUISSE HY BD$122,290$126,720
FIDUS INVESTMENT CORP$119,682$118,140
GOLUB CAPITAL BDC, INC$41,664$48,320
JANUS HENDERSON B BBB CLO ETF$47,687$47,950
TCG BDC INC$74,250$74,800

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$9,090$9,090
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2023CategoryTxt
Amt$1,100Amt

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