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AVERY MEMORIAL ASSOCIATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
AVERY MEMORIAL ASSOCIATION (EIN 23-7073820)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-10-31
IRS object ID
202333049349200223
Schema version
2022v5.0
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)
Return2023-10-31T06:01:02-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060872192PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Doherty Beals & Banks PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1187 Williams StAddressLine1Txt
CityNew LondonCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06320ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237073820EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Avery Memorial AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAVERBusinessNameControlTxt
Phone2032395198PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7245AddressLine1Txt
CityGrotonCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06340ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVINCENT PITTSPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2023-10-31SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVINCENTPersonFirstNm
Person LastPITTSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStacey L Gualtieri CPAPreparerPersonNm
PTINP00093558PTIN
Phone8604432033PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressAVERYMEMORIALASSOCIATION.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$25,650GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$12,961ContributionsGiftsGrantsEtcAmt
Membership Dues$874MembershipDuesAmt
Investment Income$7,791InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$859GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$859GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$3,165OtherRevenueTotalAmt
Total Revenue$25,650TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$3,350FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$989PrintingPublicationsPostageAmt
Other Expenses Total$27,683OtherExpensesTotalAmt
Total Expenses$32,022TotalExpensesAmt
Excess Or Deficit For Year-$6,372ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$239,702NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$4,282OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$229,048NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$239,702BOYAmt
EOY$229,048EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$239,702BOYAmt
EOY$229,048EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$239,702BOYAmt
EOY$229,048EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeTHE AVERY MEMORIAL ASSOCIATION DOCUMENTS THE HISTORY OF THE GROTON AVERY CLAN, PRESERVES ALL FAMILY RECORDS AND ARTIFACTS FOR FUTURE DESCENDANTS, AND EDUCATES THE PUBLIC ABOUT THE HISTORICAL SIGNIFICANCE OF THE AVERY FAMILY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtProgram Service ExpensesProgramServiceExpensesAmt
1. Maintenance of Historic Ebenezer House on Grounds of FT Griswold$7,768
Capital Expenditures/Renovations of Ebenezer House$18,141
Educational expenses re history of FT Griswold, Battle of Ft Groton, role of Ebenzer Avery House$2,943
FieldValueIRS element (for citing)
Total Program Service Expenses$28,852TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GREGORY THOMPSON
Membership Sec15.00$0
CAROL S NELSON
Secretary1.00$0
GLADYS CHASE
Board Member7.00$0
VINCENT PITTS
Treasurer7.00$0
ALICE SHERIFF
Vice President15.00$0
FREDRICK BURDICK
President15.00$0
RICHARD A MARQUARDT
Board Member0$0
PATRICIA OAT
Board Member0$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVincent PittsPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 Mansfield RoadAddressLine1Txt
CityNorth HavenCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064731277ZIPCd
FieldValueIRS element (for citing)
Phone2032395198PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,858CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,813CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,376CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,601CurrentTaxYearMinus1YearAmt
Current Tax Year$13,835CurrentTaxYearAmt
Total$146,483TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$252CurrentTaxYearMinus3YearsAmt
Total$292TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,898CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$41,065CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,376CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,601CurrentTaxYearMinus1YearAmt
Current Tax Year$13,835CurrentTaxYearAmt
Total$146,775TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$146,775PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,851CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,623CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,600CurrentTaxYearMinus1YearAmt
Current Tax Year$7,791CurrentTaxYearAmt
Total$31,082TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,217CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,851CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,623CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,600CurrentTaxYearMinus1YearAmt
Current Tax Year$7,791CurrentTaxYearAmt
Total$31,082TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,050CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,055CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$600CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,633CurrentTaxYearMinus1YearAmt
Current Tax Year$2,675CurrentTaxYearAmt
Total$8,013TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,165CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,971CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,599CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$45,834CurrentTaxYearMinus1YearAmt
Current Tax Year$24,301CurrentTaxYearAmt
Total$185,870TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.78970PublicSupportCY509Pct
Public Support PY5090.81540PublicSupportPY509Pct
Investment Income CY0.16720InvestmentIncomeCYPct
Investment Income PY0.15050InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Other income $2675
Other Revenue.2Life member dues $490
Other Expenses.1avery house repairs $7961
Other Expenses.2Membership Meetings $3838
Other Expenses.3Supplies $3516
Other Expenses.4Avery House Tour Guide $2943
Other Expenses.5Avery house insurance $2628
Other Expenses.6Collections restoration $1957
Other Expenses.7avery house occupancy $1364
Other Expenses.8MISC EXPENSES $1141
Other Expenses.9Mowing $900
Other Expenses.11newsletter $614
Other Expenses.12avery house supplies $371
Other Expenses.13PROFESSIONAL DEVELOPMENT $300
Other Expenses.15Donations $150

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