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AVERY MEMORIAL ASSOCIATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AVERY MEMORIAL ASSOCIATION (EIN 23-7073820)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-10-15
IRS object ID
202022899349200127
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)
Return2020-10-15T08:37:46-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2020-10-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStacey L Gualtieri CPAPreparerPersonNm
PTINP00093558PTIN
Phone8604432033PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$54,570GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$39,894ContributionsGiftsGrantsEtcAmt
Membership Dues$919MembershipDuesAmt
Investment Income$5,851InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$252GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$252GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$7,654OtherRevenueTotalAmt
Total Revenue$54,570TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,100FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$504PrintingPublicationsPostageAmt
Other Expenses Total$16,258OtherExpensesTotalAmt
Total Expenses$18,862TotalExpensesAmt
Excess Or Deficit For Year$35,708ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$171,940NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$14,471OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$193,177NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$171,940BOYAmt
EOY$193,177EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$171,940BOYAmt
EOY$193,177EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$171,940BOYAmt
EOY$193,177EOYAmt
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.$6,316
MAINTENANCE OF AVERY MONUMENT AND SITE. MEMORIALIZES HOME OF THE AVERYS. OPEN ACCESS TO PUBLIC. 1,200 PERSONS BENEFITED, ANNUAL CEREMONY.$10,321
PUBLICATION AND MAILING OF AVERY ASSOCIATION NEWSLETTER THREE TIMES ANNUALLY. NEWS OF EVENTS AND MEMBERS. 400 PERSONS BENEFITED.$2,222
FieldValueIRS element (for citing)
Total Program Service Expenses$18,859TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
CATHY BLAISDELL JOHNSON
VP/ Acting Pres10.00$0
CAROL S NELSON
Secretary2.00$0
GLADYS CHASE
MEMBERSHIP SEC.10.00$0
VINCENT PITTS
Treasurer2.00$0
ALICE SHERIFF
Director2.00$0
FRED BURDICK
Director10.00$0
RICHARD A MARQUARDT
Director2.00$0
PATTY 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$48,106CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,318CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$29,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,858CurrentTaxYearMinus1YearAmt
Current Tax Year$40,813CurrentTaxYearAmt
Total$204,575TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$726CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$205CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$847CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40CurrentTaxYearMinus1YearAmt
Current Tax Year$252CurrentTaxYearAmt
Total$2,070TotalAmt

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$48,832CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,523CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,327CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$39,898CurrentTaxYearMinus1YearAmt
Current Tax Year$41,065CurrentTaxYearAmt
Total$206,645TotalAmt

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$206,645PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,845CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,217CurrentTaxYearMinus1YearAmt
Current Tax Year$5,851CurrentTaxYearAmt
Total$30,161TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,964CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,845CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,217CurrentTaxYearMinus1YearAmt
Current Tax Year$5,851CurrentTaxYearAmt
Total$30,161TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,930CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,585CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,480CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,050CurrentTaxYearMinus1YearAmt
Current Tax Year$1,055CurrentTaxYearAmt
Total$8,100TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,726CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$53,392CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,652CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,165CurrentTaxYearMinus1YearAmt
Current Tax Year$47,971CurrentTaxYearAmt
Total$244,906TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.84380PublicSupportCY509Pct
Public Support PY5090.84300PublicSupportPY509Pct
Investment Income CY0.12320InvestmentIncomeCYPct
Investment Income PY0.11960InvestmentIncomePYPct
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.1Monument Restoration Fund $6599
Other Revenue.2Membership reservation $955
Other Revenue.3Other income $100
Other Expenses.1MISC EXPENSES $5562
Other Expenses.2Avery house insurance $2374
Other Expenses.3newsletter $2222
Other Expenses.4avery house occupancy $1898
Other Expenses.5Avery house curator $1894
Other Expenses.6Mowing $990
Other Expenses.7Donations $475
Other Expenses.8Collections restoration $450
Other Expenses.10MEMBERSHIP DUES $243
Other Expenses.12avery house supplies $150

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