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AVERY MEMORIAL ASSOCIATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
AVERY MEMORIAL ASSOCIATION (EIN 23-7073820)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-02
IRS object ID
202203069349201300
Schema version
2021v4.0
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)
Return2022-11-02T06:18:41-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

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 Begin2021-07-01TaxPeriodBeginDt

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
Signature2022-11-02SignatureDt
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

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

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website AddressAVERYMEMORIALASSOCIATION.COMWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$46,518GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$35,581ContributionsGiftsGrantsEtcAmt
Membership Dues$1,020MembershipDuesAmt
Investment Income$7,600InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$374GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$374GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$1,943OtherRevenueTotalAmt
Total Revenue$46,518TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,195FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$284PrintingPublicationsPostageAmt
Other Expenses Total$17,296OtherExpensesTotalAmt
Total Expenses$19,775TotalExpensesAmt
Excess Or Deficit For Year$26,743ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$215,875NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$2,916OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$239,702NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$215,875BOYAmt
EOY$239,702EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$215,875BOYAmt
EOY$239,702EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$215,875BOYAmt
EOY$239,702EOYAmt
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
PRESERVATION OF THE EBENEZER AVERY HOUSE & COLLECTION. HOUSE IS OPEN TO THE PUBLIC SEASONALLY. CONDUCT TOURS, EMPLOY CURATOR. 1,100 PERSONS BENEFITED.$5,315
MAINTENANCE OF AVERY MONUMENT AND SITE. MEMORIALIZES HOME OF THE AVERYS. OPEN ACCESS TO PUBLIC. 1,200 PERSONS BENEFITED, ANNUAL CEREMONY.$4,242
TOUR GUIDES AND OTHER EDUCATIONAL EXPENSES RE: HISTORY OF FT GRISWOLD, BATTLE OF FT GROTON, ROLE OF EBENEZER AVERY HOUSE$2,904
FieldValueIRS element (for citing)
Total Program Service Expenses$12,461TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GREGORY THOMPSON
Membership Sec10.00$0
CAROL S NELSON
Secretary1.00$0
GLADYS CHASE
Board Member10.00$0
VINCENT PITTS
Treasurer10.00$0
ALICE SHERIFF
Vice President10.00$0
FREDRICK BURDICK
President15.00$0
RICHARD A MARQUARDT
Board Member5.00$0
PATRICIA OAT
Board Member5.00$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$29,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,858CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,813CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,376CurrentTaxYearMinus1YearAmt
Current Tax Year$36,601CurrentTaxYearAmt
Total$162,128TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$847CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$252CurrentTaxYearMinus2YearsAmt
Total$1,139TotalAmt

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$30,327CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,898CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,065CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,376CurrentTaxYearMinus1YearAmt
Current Tax Year$36,601CurrentTaxYearAmt
Total$163,267TotalAmt

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$163,267PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,845CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,217CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,851CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,623CurrentTaxYearMinus1YearAmt
Current Tax Year$7,600CurrentTaxYearAmt
Total$30,136TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,845CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,217CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,851CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,623CurrentTaxYearMinus1YearAmt
Current Tax Year$7,600CurrentTaxYearAmt
Total$30,136TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,050CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,055CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$600CurrentTaxYearMinus1YearAmt
Current Tax Year$1,633CurrentTaxYearAmt
Total$6,818TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$38,652CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,165CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$47,971CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,599CurrentTaxYearMinus1YearAmt
Current Tax Year$45,834CurrentTaxYearAmt
Total$200,221TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.81540PublicSupportCY509Pct
Public Support PY5090.83350PublicSupportPY509Pct
Investment Income CY0.15050InvestmentIncomeCYPct
Investment Income PY0.13390InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Other income $1633
Other Revenue.2Life member dues $310
Other Expenses.1avery house repairs $4854
Other Expenses.2Avery House Tour Guide $2904
Other Expenses.3Avery house insurance $2534
Other Expenses.4Membership Meetings $1789
Other Expenses.5avery house occupancy $1527
Other Expenses.6MISC EXPENSES $1516
Other Expenses.7Mowing $1330
Other Expenses.8newsletter $576
Other Expenses.10Donations $150
Other Expenses.11Membership Dues $75
Other Expenses.13avery house supplies $41

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