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AVERY MEMORIAL ASSOCIATION: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AVERY MEMORIAL ASSOCIATION (EIN 23-7073820)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-09-28
IRS object ID
202112719349200701
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)
Return2021-09-28T06:01:01-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2021-09-28SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$21,131GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$13,277ContributionsGiftsGrantsEtcAmt
Membership Dues$2,099MembershipDuesAmt
Investment Income$3,623InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Other Revenue Total$2,132OtherRevenueTotalAmt
Total Revenue$21,131TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,195FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$59PrintingPublicationsPostageAmt
Other Expenses Total$21,550OtherExpensesTotalAmt
Total Expenses$23,804TotalExpensesAmt
Excess Or Deficit For Year-$2,673ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$193,177NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$25,371OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$215,875NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$193,177BOYAmt
EOY$215,875EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$193,177BOYAmt
EOY$215,875EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$193,177BOYAmt
EOY$215,875EOYAmt
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 AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmt
PRESERVATION OF THE EBENEZER AVERY HOUSE & COLLECTION. HOUSE IS OPEN TO THE PUBLIC SEASONALLY. CONDUCT TOURS, EMPLOY CURATOR. 1,100 PERSONS BENEFITED.$8,478
MAINTENANCE OF AVERY MONUMENT AND SITE. MEMORIALIZES HOME OF THE AVERYS. OPEN ACCESS TO PUBLIC. 1,200 PERSONS BENEFITED, ANNUAL CEREMONY.$12,769
PUBLICATION AND MAILING OF AVERY ASSOCIATION NEWSLETTER THREE TIMES ANNUALLY. NEWS OF EVENTS AND MEMBERS. 400 PERSONS BENEFITED.$2,557
FieldValueIRS element (for citing)
Total Program Service Expenses$23,804TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CATHY BLAISDELL JOHNSON
Board Member10.00$0
CAROL S NELSON
Secretary2.00$0
GLADYS CHASE
Board Member2.00$0
VINCENT PITTS
Treasurer2.00$0
ALICE SHERIFF
Vice President5.00$0
FRED BURDICK
President10.00$0
RICHARD A MARQUARDT
Director2.00$0
PARRY OAT
Director2.00$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$46,318CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,858CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,813CurrentTaxYearMinus1YearAmt
Current Tax Year$15,376CurrentTaxYearAmt
Total$171,845TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$205CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$847CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$252CurrentTaxYearMinus1YearAmt
Total$1,344TotalAmt

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$46,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,327CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,898CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$41,065CurrentTaxYearMinus1YearAmt
Current Tax Year$15,376CurrentTaxYearAmt
Total$173,189TotalAmt

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$173,189PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,284CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,217CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,851CurrentTaxYearMinus1YearAmt
Current Tax Year$3,623CurrentTaxYearAmt
Total$27,820TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,284CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,217CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,851CurrentTaxYearMinus1YearAmt
Current Tax Year$3,623CurrentTaxYearAmt
Total$27,820TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,585CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,050CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,055CurrentTaxYearMinus1YearAmt
Current Tax Year$600CurrentTaxYearAmt
Total$6,770TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$53,392CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,652CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,165CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,971CurrentTaxYearMinus1YearAmt
Current Tax Year$19,599CurrentTaxYearAmt
Total$207,779TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.83350PublicSupportCY509Pct
Public Support PY5090.84380PublicSupportPY509Pct
Investment Income CY0.13390InvestmentIncomeCYPct
Investment Income PY0.12320InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Monument Restoration Fund $1032
Other Revenue.2Life member dues $500
Other Revenue.3Membership reservation $300
Other Revenue.4Other income $300
Other Expenses.1Monument restoration $5250
Other Expenses.2avery house supplies $4460
Other Expenses.3MISC EXPENSES $2935
Other Expenses.4newsletter $2557
Other Expenses.5Avery house insurance $2456
Other Expenses.6avery house occupancy $1562
Other Expenses.7Mowing $1080
Other Expenses.8Membership Meetings $1000
Other Expenses.9Donations $250

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