THEODORE P CHUFFERS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THEODORE P CHUFFERS FOUNDATION (EIN 82-3669239)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-04
IRS object ID
202502479349101020
Schema version
2024v5.2
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)
Return2025-09-04T15:40:22-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-08-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$966,633FMVAssetsEOYAmt
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$1,271InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,271InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$83,167DividendsRevAndExpnssAmt
Dividends Net Invst Incm$83,167DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,041NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$517,814GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,041CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$135,479TotalRevAndExpnssAmt
Total Net Invst Incm$135,479TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$1,308TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$9,297OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$9,297OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,605TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,297TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,105TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,797TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$50,374ExcessRevenueOverExpensesAmt
Net Investment Income$135,479NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$55,619SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$58,562SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,562SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$814,908CorporateStockBOYAmt
Corporate Stock EOY$862,339CorporateStockEOYAmt
Corporate Stock EOYFMV$908,071CorporateStockEOYFMVAmt
Total Assets BOY$870,527TotalAssetsBOYAmt
Total Assets EOY$920,901TotalAssetsEOYAmt
Total Assets EOYFMV$966,633TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$870,527RetainedEarningBOYAmt
Retained Earning EOY$920,901RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$870,527TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$920,901TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$870,527TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$920,901TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$870,527TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$50,374ExcessRevenueOverExpensesAmt
Subtotal$920,901SubtotalAmt
Tot Net Ast Or Fund Balances EOY$920,901TotNetAstOrFundBalancesEOYAmt

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$517,814GrossSalesPriceAmt
Cost Or Other Basis$466,773CostOrOtherBasisAmt
Gain Or Loss$51,041GainOrLossAmt
Gains Minus Excess Or Losses$51,041GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$51,041CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,883InvestmentIncomeExciseTaxAmt
Subtotal$1,883SubtotalAmt
Tax Based On Investment Income$1,883TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,300EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$600ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,900TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$17OverpaymentAmt
Applied To ES Tax$17AppliedToESTaxAmt

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$888,986AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,182AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$930,168TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$930,168AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,953CashDeemedCharitableAmt
Net Vl Noncharitable Assets$916,215NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,811MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,811MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,883TaxBasedOnInvestmentIncomeAmt
Total Tax$1,883TotalTaxAmt
Distributable Before Adj$43,928DistributableBeforeAdjAmt
Distributable Before Ded$43,928DistributableBeforeDedAmt
Distributable As Adjusted$43,928DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,797ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$83,797QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,928DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,623ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$16,783ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,442ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,964ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$43,915ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$114,727TotalExcessDistributionCyovAmt
Qualifying Distributions$83,797QualifyingDistributionsAmt
Applied To Current Year$43,928AppliedToCurrentYearAmt
Remaining Distri From Corpus$39,869RemainingDistriFromCorpusAmt
Total Corpus$154,596TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,623ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$151,973ExcessDistriCyovToNextYrAmt
Excess From Year4$16,783ExcessFromYear4Amt
Excess From Year3$21,442ExcessFromYear3Amt
Excess From Year2$29,964ExcessFromYear2Amt
Excess From Year1$43,915ExcessFromYear1Amt
Excess From Current Year$39,869ExcessFromCurrentYearAmt
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 (12 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 ST BLDG 1KAPOLEIHI96707N/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$5,000
ELECTRONIC FRONTIER FOUNDATION INC
815 EDDY STSAN FRANCISCOCA94109N/APCGeneral & Unrestricted$10,000
FREEDOM READS
2666 STATE ST STE 5AHAMDENCT06517N/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 BeachCA90266N/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$500
THE UCLA FOUNDATION
PO BOX 7145PASADENACA91109N/APCResearch Fund under the direction of Dr. Timothy Donahue$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,500TotalGrantOrContriPdDurYrAmt

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$1,271ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$83,167ExclusionAmt
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$51,041ExclusionAmt
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$135,479ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$135,479TotalIncomeProducingActyAmt

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 (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AGNC INVT CORP CL G 7.55%$90,825$96,713
ANNALY CAPITAL MANAGEMENT PFD$83,300$90,090
ARES CAPITAL CORPORATION - CLO$92,058$105,072
BAIN CAPITAL SPECIALTY FINANCE$65,722$71,832
BLUE OWL CAPITAL CORPORATION$96,585$105,840
BLUE OWL CORPORATION III$56,339$51,912
FIDUS INVESTMENT CORP$119,681$126,120
JANUS HENDERSON B BBB CLO ETF$47,687$49,160
MORGAN STANLEY DIRECT LENDING$86,039$88,838
NUVEEN CHURCHILL DIRECT LENDIN$124,103$122,494

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$9,272$9,272
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$1,300
990-PF Excise Tax for 2023$8

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