Nonprofit · EIN 23-7073820
AVERY MEMORIAL ASSOCIATION
Tax-exempt · GROTON, CT 06340
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $22,367 | $17,551 | $4,816 | $252,296 | – | $252,296 |
| June 30, 2024 | 990-EZ | $23,822 | $17,447 | $6,375 | $241,878 | – | $241,878 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,986
- Investment income
- $5,963
- Other revenue
- $2,418
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $4,338
- Other expenses
- $13,213
- Program services (functional)
- $7,454
Balance sheet and other
- Total assets, start of year
- $241,878
- Total assets, end of year
- $252,296
- Total liabilities, end of year
- –
- Net assets, end of year
- $252,296
- Cash, savings and investments
- $252,296
- Gross receipts
- $22,367
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN SPENCER | Director | 0 | $0 |
| GREGORY THOMPSON | President | 5 | $0 |
| CAROL S NELSON | Corp Secretary | 2 | $0 |
| GLADYS CHASE | Director | 2 | $0 |
| VINCENT PITTS | Treasurer | 5 | $0 |
| ALICE SHERIFF | Vice President | 20 | $0 |
| FREDRICK BURDICK | Foundation Mgr. | 10 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN SPENCER | Director | 0 | $0 |
| GREGORY THOMPSON | Membership Sec | 5 | $0 |
| CAROL S NELSON | Corp Secretary | 3 | $0 |
| GLADYS CHASE | Director | 2 | $0 |
| VINCENT PITTS | Treasurer | 5 | $0 |
| ALICE SHERIFF | Vice President | 20 | $0 |
| FREDRICK BURDICK | President | 10 | $0 |
| RICHARD A MARQUARDT | Director | 0 | $0 |
| PATRICIA OAT | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7245, GROTON, CT 06340-7245
- Signed the 990-EZ
- VINCENT PITTS, Treasurer
- Phone
- (203) 239-5198
- Website
- AVERYMEMORIALASSOCIATION.COM
- Return prepared by
- Doherty Beals & Banks PC
Mission
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.
Program accomplishments
- Maintenance of historic Ebenezer Avery House on Grounds of Ft. Griswold (state park)Expenses $2,002
- Maintenance of historic site, Avery Homestead, Groton,CTExpenses $650
- Outreach programs to area schools and other civic organizations, tours of historic house and presentations related to Battle of Groton Heights/Fort GriswoldExpenses $4,802
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7073820
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $252,296
- Income (IRS master file)
- $22,367
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $22,367 | $17,551 | $252,296 | XML |
| 990-EZ | June 2024 | $23,822 | $17,447 | $241,878 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7073820).
Questions about AVERY MEMORIAL ASSOCIATION
- What is the EIN of AVERY MEMORIAL ASSOCIATION?
- The employer identification number (EIN) of AVERY MEMORIAL ASSOCIATION is 23-7073820.
- Is AVERY MEMORIAL ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to AVERY MEMORIAL ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AVERY MEMORIAL ASSOCIATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of AVERY MEMORIAL ASSOCIATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AVERY MEMORIAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of AVERY MEMORIAL ASSOCIATION?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does AVERY MEMORIAL ASSOCIATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $22,367, expenses of $17,551 and total assets of $252,296 at year end.
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