AVERY MEMORIAL ASSOCIATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AVERY MEMORIAL ASSOCIATION (EIN 23-7073820)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-15
- IRS object ID
- 202512889349200026
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T06:24:16-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060872192 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Doherty Beals & Banks PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 187 Williams St | AddressLine1Txt |
| City | New London | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237073820 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avery Memorial Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVER | BusinessNameControlTxt |
| Phone | 2032395198 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7245 | AddressLine1Txt |
| City | Groton | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VINCENT PITTS | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stacey L Gualtieri CPA | PreparerPersonNm |
| PTIN | P00093558 | PTIN |
| Phone | 8604432033 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | AVERYMEMORIALASSOCIATION.COM | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $22,367 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $13,986 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $5,963 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $2,418 | OtherRevenueTotalAmt |
| Total Revenue | $22,367 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $4,338 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $13,213 | OtherExpensesTotalAmt |
| Total Expenses | $17,551 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,816 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $241,878 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $5,602 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $252,296 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,878 | BOYAmt |
| EOY | $252,296 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,878 | BOYAmt |
| EOY | $252,296 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,878 | BOYAmt |
| EOY | $252,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE 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 AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Maintenance of historic Ebenezer Avery House on Grounds of Ft. Griswold (state park) | $2,002 |
| Maintenance of historic site, Avery Homestead, Groton,CT | $650 |
| Outreach programs to area schools and other civic organizations, tours of historic house and presentations related to Battle of Groton Heights/Fort Griswold | $4,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,454 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KATHLEEN SPENCER | ||
| Director | 0 | $0 |
| GREGORY THOMPSON | ||
| President | 5.00 | $0 |
| CAROL S NELSON | ||
| Corp Secretary | 2.00 | $0 |
| GLADYS CHASE | ||
| Director | 2.00 | $0 |
| VINCENT PITTS | ||
| Treasurer | 5.00 | $0 |
| ALICE SHERIFF | ||
| Vice President | 20.00 | $0 |
| FREDRICK BURDICK | ||
| Foundation Mgr. | 10.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alice Sheriff | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 Fort Street | AddressLine1Txt |
| City | Groton | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8604466612 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,000 | CurrentTaxYearAmt |
| Total | $80,096 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,601 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,000 | CurrentTaxYearAmt |
| Total | $80,096 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $80,096 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,963 | CurrentTaxYearAmt |
| Total | $31,527 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,791 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,963 | CurrentTaxYearAmt |
| Total | $31,527 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,633 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,765 | CurrentTaxYearAmt |
| Total | $15,661 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,301 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,822 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,728 | CurrentTaxYearAmt |
| Total | $127,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.62930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.73770 | PublicSupportPY509Pct |
| Investment Income CY | 0.24770 | InvestmentIncomeCYPct |
| Investment Income PY | 0.19450 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | Membership reservation $1517 |
| Other Revenue.2 | Annual Dues $801 |
| Other Revenue.3 | Cementary Fund Allyn Fund $100 |
| Other Expenses.1 | Membership Meetings $4006 |
| Other Expenses.2 | Avery house insurance $3124 |
| Other Expenses.3 | Occupancy $2024 |
| Other Expenses.4 | Mowing $1280 |
| Other Expenses.5 | MISC EXPENSES $1194 |
| Other Expenses.6 | newsletter $561 |
| Other Expenses.7 | Merchandise $529 |
| Other Expenses.8 | avery house repairs $495 |
Comments