ANNA FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ANNA FOUNDATION (EIN 45-2075183)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202143199349108069
Schema version
2020v4.0
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)
Return2021-11-15T16:01:45-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042530803PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH WATSON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17 NORTH ST SUITE 205AddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN452075183EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone7204452506PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 NORTH ST SUITE 205AddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOE JOE CHACKO-NAIRPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone7204452506PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOE JOEPersonFirstNm
Person LastCHACKO-NAIRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY BELAIRPreparerPersonNm
PTINP00845921PTIN
Phone4134649940PhoneNum
Preparation2021-11-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$269,583FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,000ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$5,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,054TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$4,054TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$6,655DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$10,747OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10,747OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,956TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,301TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,956TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,301TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,956ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,007CashBOYAmt
Cash EOY$5,144CashEOYAmt
Cash EOYFMV$5,144CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$311,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$46,586LandBldgEquipAccumDeprecAmt
Land BOY$271,069LandBOYAmt
Land EOY$264,414LandEOYAmt
Land EOYFMV$264,414LandEOYFMVAmt
Other Assets BOY$2,463OtherAssetsBOYAmt
Other Assets EOY$25OtherAssetsEOYAmt
Other Assets EOYFMV$25OtherAssetsEOYFMVAmt
Total Assets BOY$288,539TotalAssetsBOYAmt
Total Assets EOY$269,583TotalAssetsEOYAmt
Total Assets EOYFMV$269,583TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$288,539RetainedEarningBOYAmt
Retained Earning EOY$269,583RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$288,539TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$269,583TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$288,539TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$269,583TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$288,539TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,956ExcessRevenueOverExpensesAmt
Subtotal$269,583SubtotalAmt
Tot Net Ast Or Fund Balances EOY$269,583TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 StateCOOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOE JOE CHACKO-NAIRIndividualWithBooksNm
Phone7204452506PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line151 S KEARNEY STREETAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd
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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BALAN NAIR
51 S KEARNEY STREETDENVERCO80224DIRECTOR5.00$0$0$0
JOE JOE CHACKO-NAIR
51 S KEARNEY STREETDENVERCO80224DIRECTOR10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO SUPPORT THE HOUSING OF CANCER PATIENTS AT LOCAL HOSPITALS IN THE DENVER METROPOLITAN AREA.Description1Txt
Expenses1$17,301Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,772AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,772TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,772AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$102CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,670NetVlNoncharitableAssetsAmt
Minimum Investment Return$334MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,301ExpensesAndContributionsAmt
Qualifying Distributions$17,301QualifyingDistributionsAmt
Adjusted Qualifying Distri$17,301AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$17,301QualifyingDistributionsAmt
Remaining Distri From Corpus$17,301RemainingDistriFromCorpusAmt
Total Corpus$17,301TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2013-01-01PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$17,301CurrentYearAmt
Year1$19,220Year1Amt
Year2$18,568Year2Amt
Year3$16,808Year3Amt
Total$71,897TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$17,301CurrentYearAmt
Year1$19,220Year1Amt
Year2$18,568Year2Amt
Year3$16,808Year3Amt
Total$71,897TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$269,583CurrentYearAmt
Year1$288,376Year1Amt
Year2$312,918Year2Amt
Year3$344,796Year3Amt
Total$1,215,673TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$269,583CurrentYearAmt
Year1$288,376Year1Amt
Year2$312,918Year2Amt
Year3$344,796Year3Amt
Total$1,215,673TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBALAN NAIR AND JOE JOE CHACKO NAIRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

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 PersonBALAN NAIRContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line151 S KEARNEY STREETAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATIONCategoryTxt
Amt$2,500Amt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
LAND - 2166 SPRUCE ST2013-12-26$44,784
BUILDING - 2166 SPRUCE ST2013-12-26$266,216$39,931S/L40.0000$6,655

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAND - 2166 SPRUCE ST$266,216$46,586$219,630$219,630
BUILDING - 2166 SPRUCE ST
$44,784$44,784$44,784

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescESCROW ACCTDesc
BOY Book Value$2,463BOYBookValueAmt
EOY Book Value$25EOYBookValueAmt
EOYFMV$25EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
CLEANING AND REPAIRS$1,300$1,300
PROPERTY INSURANCE$1,356$1,356
UTILITIES$4,353$4,353
HOA DUES$3,276$3,276
LANDSCAPE MAINTENANCE$462$462

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonBALAN NAIR JOE JOE CHACK-NAIRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line151 S KEARNEY STREETAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPROPERTY TAXESCategoryTxt
Amt$4,054Amt
Disbursements Charitable Prps$4,054DisbursementsCharitablePrpsAmt

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