BETA

ANNA FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ANNA FOUNDATION (EIN 45-2075183)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202013219349105666
Schema version
2019v5.0
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)
Return2020-11-16T15:22:12-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042530803PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH WATSON & CO 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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-05-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY BELAIRPreparerPersonNm
PTINP00845921PTIN
Phone4134649940PhoneNum
Preparation2020-11-12PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.45.133.74IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm15:22:12IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id3C2EC5C590B07A4F8EEC70A4F8A408CB47670798AtSubmissionCreationDeviceId
At Submission Filing Device Id051465C3DF73FD1E173F1235BD6F963CEE288D38AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$288,539FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,888AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,888AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,017TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$4,017TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$6,656DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$10,315OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10,315OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,876TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$19,220TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,876TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,220TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$25,876ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,193CashBOYAmt
Cash EOY$15,007CashEOYAmt
Cash EOYFMV$15,007CashEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$311,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$39,931LandBldgEquipAccumDeprecAmt
Land BOY$277,725LandBOYAmt
Land EOY$271,069LandEOYAmt
Land EOYFMV$271,069LandEOYFMVAmt
Other Assets EOY$2,463OtherAssetsEOYAmt
Other Assets EOYFMV$2,463OtherAssetsEOYFMVAmt
Total Assets BOY$312,918TotalAssetsBOYAmt
Total Assets EOY$288,539TotalAssetsEOYAmt
Total Assets EOYFMV$288,539TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$312,918RetainedEarningBOYAmt
Retained Earning EOY$288,539RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$312,918TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$288,539TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$312,918TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$288,539TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$312,918TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$25,876ExcessRevenueOverExpensesAmt
Other Increases$1,497OtherIncreasesAmt
Subtotal$288,539SubtotalAmt
Tot Net Ast Or Fund Balances EOY$288,539TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,568AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$41,982NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.442285DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,808AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,895NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.303451DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,817AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,877NetVlNoncharitableAssetsYr3Amt
Distribution Yr33.448226DistributionYr3Rt
Adjusted Qlfy Distri Yr4$14,212AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,402NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.511593DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,599AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,934NetVlNoncharitableAssetsYr5Amt
Distribution Yr53.965175DistributionYr5Rt
Total Distribution10.670730TotalDistributionRt
Average Distribution2.134146AverageDistributionRt
Net Vl Noncharitable Assets$24,723NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,762AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$52,762AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$19,220QualifyingDistributionsAmt

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 ContributorsfalseNewSubstantialContributorsInd
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$19,220Expenses1Amt

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$25,100AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,100TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$25,100AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$377CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,723NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,236MinimumInvestmentReturnAmt

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$19,220ExpensesAndContributionsAmt
Qualifying Distributions$19,220QualifyingDistributionsAmt
Adjusted Qualifying Distri$19,220AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$19,220QualifyingDistributionsAmt
Remaining Distri From Corpus$19,220RemainingDistriFromCorpusAmt
Total Corpus$19,220TotalCorpusAmt

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$19,220CurrentYearAmt
Year1$18,568Year1Amt
Year2$16,808Year2Amt
Year3$16,817Year3Amt
Total$71,413TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$19,220CurrentYearAmt
Year1$18,568Year1Amt
Year2$16,808Year2Amt
Year3$16,817Year3Amt
Total$71,413TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$288,376CurrentYearAmt
Year1$312,918Year1Amt
Year2$344,796Year2Amt
Year3$293,813Year3Amt
Total$1,239,903TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$288,376CurrentYearAmt
Year1$312,918Year1Amt
Year2$344,796Year2Amt
Year3$293,813Year3Amt
Total$1,239,903TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND TAX PREPARATIONCategoryTxt
Amt$4,888Amt
Disbursements Charitable Prps$4,888DisbursementsCharitablePrpsAmt

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$33,275S/L40.0000$6,656

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAND - 2166 SPRUCE ST$266,216$39,931$226,285$44,784
BUILDING - 2166 SPRUCE ST$226,285
$44,784$44,784

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
CLEANING AND REPAIRS$1,300$1,300
SUPPLIES$54$54
PROPERTY INSURANCE$1,177$1,177
UTILITIES$4,457$4,457
HOA DUES$3,199$3,199
LANDSCAPE MAINTENANCE$128$128

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPY ADJUSTMENT FOR ESCROW ACCTDesc
Amt$1,497Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPROPERTY TAXESCategoryTxt
Amt$4,017Amt
Disbursements Charitable Prps$4,017DisbursementsCharitablePrpsAmt

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