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AVERY MEMORIAL ASSOCIATION: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AVERY MEMORIAL ASSOCIATION (EIN 23-7073820)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-09-26
IRS object ID
201702699349200900
Schema version
2016v3.0
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)
Return2017-09-26T07:01:57-07:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-07-01TaxPeriodBeginDt

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
Signature2017-09-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDana F VarleyPreparerPersonNm
PTINP00055732PTIN
Phone8604432033PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
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$53,390GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$45,083ContributionsGiftsGrantsEtcAmt
Membership Dues$1,235MembershipDuesAmt
Investment Income$5,282InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$205GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$205GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$1,585OtherRevenueTotalAmt
Total Revenue$53,390TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,295FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$700PrintingPublicationsPostageAmt
Other Expenses Total$65,448OtherExpensesTotalAmt
Total Expenses$68,443TotalExpensesAmt
Excess Or Deficit For Year-$15,053ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$166,174NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$496OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$150,625NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$166,174BOYAmt
EOY$150,625EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$166,174BOYAmt
EOY$150,625EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$166,174BOYAmt
EOY$150,625EOYAmt
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.$58,575
MAINTENANCE OF AVERY MONUMENT AND SITE. MEMORIALIZES HOME OF THE AVERYS. OPEN ACCESS TO PUBLIC. 1,000 PERSONS BENEFITED, ANNUAL CEREMONY.$7,623
PUBLICATION AND MAILING OF AVERY ASSOCIATION NEWSLETTER THREE TIMES ANNUALLY. NEWS OF EVENTS AND MEMBERS. 400 PERSONS BENEFITED.$2,236
FieldValueIRS element (for citing)
Total Program Service Expenses$68,434TotalProgramServiceExpensesAmt

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)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
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$49,275CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,643CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$45,700CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,106CurrentTaxYearMinus1YearAmt
Current Tax Year$46,318CurrentTaxYearAmt
Total$229,042TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$455CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$737CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$914CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$726CurrentTaxYearMinus1YearAmt
Current Tax Year$205CurrentTaxYearAmt
Total$3,037TotalAmt

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$49,730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,380CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$46,614CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,832CurrentTaxYearMinus1YearAmt
Current Tax Year$46,523CurrentTaxYearAmt
Total$232,079TotalAmt

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$232,079PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,851CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,788CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,964CurrentTaxYearMinus1YearAmt
Current Tax Year$5,284CurrentTaxYearAmt
Total$25,066TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,179CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,851CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,788CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,964CurrentTaxYearMinus1YearAmt
Current Tax Year$5,284CurrentTaxYearAmt
Total$25,066TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,470CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,855CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,930CurrentTaxYearMinus1YearAmt
Current Tax Year$1,585CurrentTaxYearAmt
Total$9,220TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,379CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,086CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$54,782CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,726CurrentTaxYearMinus1YearAmt
Current Tax Year$53,392CurrentTaxYearAmt
Total$266,365TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.87130PublicSupportCY509Pct
Public Support PY5090.87670PublicSupportPY509Pct
Investment Income CY0.09410InvestmentIncomeCYPct
Investment Income PY0.08800InvestmentIncomePYPct
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.1Membership reservation $1585
Other Expenses.1007Conferences, Conventions, and Meetings $2027
Other Expenses.1012Insurance $696
Other Expenses.1avery house repairs $42630
Other Expenses.2Avery house curator $12030
Other Expenses.3newsletter $2236
Other Expenses.4Avery house insurance $1501
Other Expenses.5avery house supplies $1226
Other Expenses.6avery house occupancy $1188
Other Expenses.7Mowing $720
Other Expenses.8MISC EXPENSES $717
Other Expenses.11MEMBERSHIP DUES $250
Other Expenses.12Collections restoration $227

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