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AVERY MEMORIAL ASSOCIATION: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AVERY MEMORIAL ASSOCIATION (EIN 23-7073820)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-02
IRS object ID
201822759349200617
Schema version
2017v2.2
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

FieldValueIRS element (for citing)
Return2018-10-02T08:23:40-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-10-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDana F VarleyPreparerPersonNm
PTINP00055732PTIN
Phone8604432033PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
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$46,102GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$26,826ContributionsGiftsGrantsEtcAmt
Membership Dues$2,654MembershipDuesAmt
Investment Income$6,845InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$847GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$847GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$8,930OtherRevenueTotalAmt
Total Revenue$46,102TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,195FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$662PrintingPublicationsPostageAmt
Other Expenses Total$32,430OtherExpensesTotalAmt
Total Expenses$35,287TotalExpensesAmt
Excess Or Deficit For Year$10,815ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$150,625NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$12,679OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$148,761NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$150,625BOYAmt
EOY$148,761EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$150,625BOYAmt
EOY$148,761EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$150,625BOYAmt
EOY$148,761EOYAmt
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. 1,106 PERSONS BENEFITED.$18,534
MAINTENANCE OF AVERY MONUMENT AND SITE. MEMORIALIZES HOME OF THE AVERYS. OPEN ACCESS TO PUBLIC. 1,200 PERSONS BENEFITED, ANNUAL CEREMONY.$14,600
PUBLICATION AND MAILING OF AVERY ASSOCIATION NEWSLETTER THREE TIMES ANNUALLY. NEWS OF EVENTS AND MEMBERS. 400 PERSONS BENEFITED.$2,153
FieldValueIRS element (for citing)
Total Program Service Expenses$35,287TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEPHANIE LANTIERE
President40.00$0
C STEVENS AVERY II
Vice President2.00$0
DEBORAH BARNES
Secretary2.00$0
GLADYS CHASE
MEMBERSHIP SEC.10.00$0
VINCENT PITTS
Treasurer2.00$0
GEORGE AVERY
Director2.00$0
FRED BURDICK
Director10.00$0
CATHY BLAISDELL JOHNSON
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$39,643CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,700CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,106CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,318CurrentTaxYearMinus1YearAmt
Current Tax Year$29,480CurrentTaxYearAmt
Total$209,247TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$737CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$914CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$726CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$205CurrentTaxYearMinus1YearAmt
Current Tax Year$847CurrentTaxYearAmt
Total$3,429TotalAmt

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$40,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$46,614CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,832CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46,523CurrentTaxYearMinus1YearAmt
Current Tax Year$30,327CurrentTaxYearAmt
Total$212,676TotalAmt

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$212,676PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,851CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,788CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,284CurrentTaxYearMinus1YearAmt
Current Tax Year$6,845CurrentTaxYearAmt
Total$28,732TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,851CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,788CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,964CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,284CurrentTaxYearMinus1YearAmt
Current Tax Year$6,845CurrentTaxYearAmt
Total$28,732TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,855CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,930CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,585CurrentTaxYearMinus1YearAmt
Current Tax Year$1,480CurrentTaxYearAmt
Total$9,230TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$47,086CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$54,782CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,726CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$53,392CurrentTaxYearMinus1YearAmt
Current Tax Year$38,652CurrentTaxYearAmt
Total$250,638TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.84850PublicSupportCY509Pct
Public Support PY5090.87130PublicSupportPY509Pct
Investment Income CY0.11460InvestmentIncomeCYPct
Investment Income PY0.09410InvestmentIncomePYPct
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 (17 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Other income $5450
Other Revenue.2Life member dues $2000
Other Revenue.3Membership reservation $1480
Other Expenses.1007Conferences, Conventions, and Meetings $2494
Other Expenses.1012Insurance $683
Other Expenses.1avery house occupancy $9209
Other Expenses.2Avery house curator $7408
Other Expenses.3Consultant $5000
Other Expenses.4newsletter $2153
Other Expenses.5MISC EXPENSES $1590
Other Expenses.6Avery house insurance $1533
Other Expenses.7Collections restoration $722
Other Expenses.8Mowing $630
Other Expenses.10avery house supplies $384
Other Expenses.12Donations $250
Other Expenses.13SUPPLIES $196
Other Expenses.14MEMBERSHIP DUES $178

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