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AVERY MEMORIAL ASSOCIATION: Form 990EZ, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AVERY MEMORIAL ASSOCIATION (EIN 23-7073820)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-09-29
IRS object ID
201412729349200606
Schema version
2013v3.1
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)
Return2014-09-29T07:16:44-07:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Doherty Beals & Banks PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1187 Williams StAddressLine1
CityNew LondonCity
StateCTState
ZIP Code06320ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237073820EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AVERY MEMORIAL ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlAVERBusinessNameControlTxt
Phone8604469257PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7245AddressLine1
CityGROTONCity
StateCTState
ZIP Code06340ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVINCENT PITTSPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2014-09-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDana F VarleyPreparerPersonNm
PTINP00055732PTIN
Phone8604432033PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

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$47,086GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$37,483ContributionsGiftsGrantsEtcAmt
Membership Dues$2,160MembershipDuesAmt
Investment Income$4,851InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Gross Sales Of Inventory$737GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry$737GrossProfitLossSlsOfInvntryAmt
Other Revenue Total$1,855OtherRevenueTotalAmt
Total Revenue$47,086TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,696FeesAndOtherPymtToIndCntrctAmt
Printing Publications Postage$640PrintingPublicationsPostageAmt
Other Expenses Total$23,890OtherExpensesTotalAmt
Total Expenses$27,226TotalExpensesAmt
Excess Or Deficit For Year$19,860ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$113,689NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$19,156OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$152,705NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$113,689BOYAmt
EOY$152,705EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$113,689BOYAmt
EOY$152,705EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$113,689BOYAmt
EOY$152,705EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeHISTORIC PRESERVATIONPrimaryExemptPurposeTxt

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. 900 PERSONS BENEFITED.$16,743
MAINTENANCE OF AVERY MONUMENT AND SITE. MEMORIALIZES HOME OF THE AVERYS. OPEN ACCESS TO PUBLIC. 500 PERSONS BENEFITED, ANNUAL CEREMONY.$6,787
PUBLICATION AND MAILING OF AVERY ASSOCIATION NEWSLETTER THREE TIMES ANNUALLY. NEWS OF EVENTS AND MEMBERS. 400 PERSONS BENEFITED.$2,398
FieldValueIRS element (for citing)
Total Program Service Expenses$25,928TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
STEPHANIE LANTIERE
President40.00$0
C STEVENS AVERY II
Vice President2.00$0
LEE MOORE
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
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 RDAddressLine1
CityNORTH HAVENCity
StateCTState
ZIP Code064731277ZIPCode
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$19,479CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,604CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,499CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,275CurrentTaxYearMinus1YearAmt
Current Tax Year$39,643CurrentTaxYearAmt
Total$183,500TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$951CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$495CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$508CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$455CurrentTaxYearMinus1YearAmt
Current Tax Year$737CurrentTaxYearAmt
Total$3,146TotalAmt

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$20,430CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,099CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$39,007CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,730CurrentTaxYearMinus1YearAmt
Current Tax Year$40,380CurrentTaxYearAmt
Total$186,646TotalAmt

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$186,646PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,588CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,772CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,179CurrentTaxYearMinus1YearAmt
Current Tax Year$4,851CurrentTaxYearAmt
Total$16,080TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,690CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,588CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,772CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,179CurrentTaxYearMinus1YearAmt
Current Tax Year$4,851CurrentTaxYearAmt
Total$16,080TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$875CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,285CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,405CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,470CurrentTaxYearMinus1YearAmt
Current Tax Year$1,855CurrentTaxYearAmt
Total$6,890TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,995CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40,972CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$43,184CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,379CurrentTaxYearMinus1YearAmt
Current Tax Year$47,086CurrentTaxYearAmt
Total$209,616TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.89040PublicSupportCY509Pct
Investment Income CY0.07670InvestmentIncomeCYPct
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 (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1Membership reservation $1855
Other Expenses.1007Conferences, Conventions, and Meetings $2086
Other Expenses.1012Insurance $657
Other Expenses.1avery house repairs $8022
Other Expenses.2Avery house curator $5145
Other Expenses.3newsletter $2398
Other Expenses.4Avery house insurance $1375
Other Expenses.5avery house supplies $1157
Other Expenses.6avery house occupancy $1044
Other Expenses.7Mowing $830
Other Expenses.8administration expense $628
Other Expenses.10MEMBERSHIP DUES $329
Other Expenses.12MISC EXPENSES $119
Other Expenses.13donation $100

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