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AVERY MEMORIAL ASSOCIATION: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AVERY MEMORIAL ASSOCIATION (EIN 23-7073820)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-10-02
IRS object ID
201932759349200813
Schema version
2018v3.1
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)
Return2019-10-02T10:11:51-07:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

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 Begin2018-07-01TaxPeriodBeginDt

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
Signature2019-10-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChristopher M CharltonPreparerPersonNm
PTINP01977866PTIN
Phone8604432033PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

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$48,665GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$38,239ContributionsGiftsGrantsEtcAmt
Membership Dues$1,619MembershipDuesAmt
Investment Income$6,217InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$40GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$40GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$2,550OtherRevenueTotalAmt
Total Revenue$48,665TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,203FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$286PrintingPublicationsPostageAmt
Other Expenses Total$24,555OtherExpensesTotalAmt
Total Expenses$27,044TotalExpensesAmt
Excess Or Deficit For Year$21,621ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$148,761NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$1,558OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$171,940NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$148,761BOYAmt
EOY$171,940EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$148,761BOYAmt
EOY$171,940EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$148,761BOYAmt
EOY$171,940EOYAmt
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.$17,657
MAINTENANCE OF AVERY MONUMENT AND SITE. MEMORIALIZES HOME OF THE AVERYS. OPEN ACCESS TO PUBLIC. 1,200 PERSONS BENEFITED, ANNUAL CEREMONY.$7,246
PUBLICATION AND MAILING OF AVERY ASSOCIATION NEWSLETTER THREE TIMES ANNUALLY. NEWS OF EVENTS AND MEMBERS. 400 PERSONS BENEFITED.$2,141
FieldValueIRS element (for citing)
Total Program Service Expenses$27,044TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEPHANIE LANTIERE
President40.00$0
CATHY BLAISDELL JOHNSON
Vice President2.00$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
Organization Filed990 TfalseOrganizationFiled990TInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Initiation Fees And Cap Contri$0InitiationFeesAndCapContriAmt
Gross Receipts For Public Use$0GrossReceiptsForPublicUseAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
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
Form720 FiledfalseForm720FiledInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Related Org Sect527 OrgfalseRelatedOrgSect527OrgInd
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$45,700CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,106CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,318CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,480CurrentTaxYearMinus1YearAmt
Current Tax Year$39,858CurrentTaxYearAmt
Total$209,462TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$726CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$847CurrentTaxYearMinus1YearAmt
Current Tax Year$40CurrentTaxYearAmt
Total$2,732TotalAmt

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$46,614CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,832CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,523CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,327CurrentTaxYearMinus1YearAmt
Current Tax Year$39,898CurrentTaxYearAmt
Total$212,194TotalAmt

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$212,194PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,284CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,845CurrentTaxYearMinus1YearAmt
Current Tax Year$6,217CurrentTaxYearAmt
Total$30,098TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,964CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,284CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,845CurrentTaxYearMinus1YearAmt
Current Tax Year$6,217CurrentTaxYearAmt
Total$30,098TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,930CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,585CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,480CurrentTaxYearMinus1YearAmt
Current Tax Year$2,050CurrentTaxYearAmt
Total$9,425TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,782CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,726CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,392CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,652CurrentTaxYearMinus1YearAmt
Current Tax Year$48,165CurrentTaxYearAmt
Total$251,717TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.84300PublicSupportCY509Pct
Public Support PY5090.84850PublicSupportPY509Pct
Investment Income CY0.11960InvestmentIncomeCYPct
Investment Income PY0.11460InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Membership reservation $2050
Other Revenue.2Life member dues $500
Other Expenses.1007Conferences, Conventions, and Meetings $1801
Other Expenses.1avery house occupancy $10651
Other Expenses.2Avery house curator $2650
Other Expenses.3Avery house insurance $2301
Other Expenses.4newsletter $2141
Other Expenses.5avery house repairs $1200
Other Expenses.6Historic House Project $1022
Other Expenses.7avery house supplies $855
Other Expenses.8MISC EXPENSES $796
Other Expenses.9Mowing $720
Other Expenses.10MEMBERSHIP DUES $233
Other Expenses.12Donations $185

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