THEODORE P CHUFFERS FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THEODORE P CHUFFERS FOUNDATION (EIN 82-3669239)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-03-22
IRS object ID
202220819349100007
Schema version
2021v4.2
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)
Return2022-03-22T09:14:16-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-03-13SignatureDt
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

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$928,600FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$197,540ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$46InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$46InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$53,014DividendsRevAndExpnssAmt
Dividends Net Invst Incm$53,014DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,963NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,319,691GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$144,998CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$253,563TotalRevAndExpnssAmt
Total Net Invst Incm$198,058TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$689TaxesRevAndExpnssAmt
Taxes Net Invst Incm$189TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,095OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$6,095OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,784TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$189TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,095TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,784TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$189TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,095TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$196,779ExcessRevenueOverExpensesAmt
Net Investment Income$197,869NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$65,912SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,960SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,960SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$620,775CorporateStockBOYAmt
Corporate Stock EOY$840,506CorporateStockEOYAmt
Corporate Stock EOYFMV$885,640CorporateStockEOYFMVAmt
Total Assets BOY$686,687TotalAssetsBOYAmt
Total Assets EOY$883,466TotalAssetsEOYAmt
Total Assets EOYFMV$928,600TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$686,687RetainedEarningBOYAmt
Retained Earning EOY$883,466RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$686,687TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$883,466TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$686,687TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$883,466TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$686,687TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$196,779ExcessRevenueOverExpensesAmt
Subtotal$883,466SubtotalAmt
Tot Net Ast Or Fund Balances EOY$883,466TotNetAstOrFundBalancesEOYAmt

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$1,319,691GrossSalesPriceAmt
Cost Or Other Basis$1,174,693CostOrOtherBasisAmt
Gain Or Loss$144,998GainOrLossAmt
Gains Minus Excess Or Losses$144,998GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$144,998CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,750InvestmentIncomeExciseTaxAmt
Subtotal$2,750SubtotalAmt
Tax Based On Investment Income$2,750TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$628EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$628TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$2,122TaxDueAmt

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$706,194AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,267AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$759,461TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$759,461AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,392CashDeemedCharitableAmt
Net Vl Noncharitable Assets$748,069NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,403MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,403MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,750TaxBasedOnInvestmentIncomeAmt
Total Tax$2,750TotalTaxAmt
Distributable Before Adj$34,653DistributableBeforeAdjAmt
Distributable Before Ded$34,653DistributableBeforeDedAmt
Distributable As Adjusted$34,653DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,095ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$56,095QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,653DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr3$6,813ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,623ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,783ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$26,219TotalExcessDistributionCyovAmt
Qualifying Distributions$56,095QualifyingDistributionsAmt
Applied To Current Year$34,653AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,442RemainingDistriFromCorpusAmt
Total Corpus$47,661TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$47,661ExcessDistriCyovToNextYrAmt
Excess From Year3$6,813ExcessFromYear3Amt
Excess From Year2$2,623ExcessFromYear2Amt
Excess From Year1$16,783ExcessFromYear1Amt
Excess From Current Year$21,442ExcessFromCurrentYearAmt
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 (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CROHNS & COLITIS FOUNDATION INC
733 3RD AVE STE 510NEW YORKNY10017N/APCGeneral & Unrestricted$5,000
ELECTRONIC FRONTIER FOUNDATION INC
815 EDDY STSAN FRANCISCOCA94109N/APCGeneral & Unrestricted$10,000
LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DR STE 200RYE BROOKNY10573N/APCGeneral & Unrestricted$5,000
SECOND HARVEST OF SILICON VALLEY
4001 N 1ST STSAN JOSECA95134N/APCGeneral & Unrestricted$20,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805N/APCBrown Girl Surf fund$6,000
THE INTERNATIONAL WALDENSTROMS MACROGLOBULINEMIA F
6144 CLARK CENTER AVESARASOTAFL34238N/APCGeneral & Unrestricted$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

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$46ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53,014ExclusionAmt
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$2,963ExclusionAmt
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$56,023ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,023TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonAnker AndrewContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11401 Native Sons RoadAddressLine1Txt
CityWoodsideCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94062ZIPCd
FieldValueIRS element (for citing)
Total Contributions$197,540TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyASANA INC ASAN, 1700 sh.NoncashPropertyDesc
Fair Market Value$197,540FairMarketValueAmt
Received2021-09-27ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARES CAPITAL CORPORATION - CLO$236,303$264,875
GLADSTONE CAPITAL CORPORATION$169,682$173,850
PENNANT PARK FLOATING RATE CAP$122,538$121,315
PROSPECT CAPITAL CORP 5.35% PR$110,393$109,400
TPG SPECIALTY LENDING INC$148,432$163,730
WESTERN ASSET GLOBAL CORPORATE$53,158$52,470

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$6,070$6,070
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2021$500
Foreign Tax Paid$189$189

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