2022-11-04T15:00:29-05:00 2021-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990PF 2021-01-01 540805729 THE AGECROFT ASSOCIATION AGEC 8043534241 4305 SULGRAVE ROAD RICHMOND VA 23221 JOSEPH D THORNTON PRESIDENT 8043534241 2022-11-01 1 JOSEPH THORNTON 999009999 VIRGINIA R BELCHER P00421964 8047470000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 24452362 X 904743 283582 283582 283582 12847 12847 12847 12847 1855906 1855906 1855906 0 14620 138 14482 14482 163734 0 163734 3235294 2152335 474645 98011 980 27452 69579 598669 5987 167679 425003 137043 1370 38384 97289 25857 259 7242 18356 82821 77965 1374 3482 40177 402 11253 28522 68308 0 68308 46749 0 13226 33523 2580 0 730 1850 308078 105 87131 220842 1408293 87068 422779 898446 0 0 1408293 87068 422779 898446 1827001 2065267 51866 410066 429860 429860 705254 686990 686990 20966 26435 26435 11760076 12875068 12875068 2913091 3248916 3248916 1042920 1360929 1360929 8192267 2567514 5653178 5624753 5624753 0 199411 199411 22505551 24452362 24452362 0 0 X 16852373 18827609 5653178 5624753 22505551 24452362 22505551 24452362 22505551 1827001 119810 24452362 0 24452362 SALE OF SECURITIES P 1855906 1855906 1855906 1855906 0 X 1987-03-10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 1 1 0 0 1 WWW.AGECROFTHALL.ORG EMILY JONES 8043534241 4305 SULGRAVE RD RICHMOND VA 23221 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNE KENNY-URBAN 4305 SULGRAVE ROAD RICHMOND VA 23221 EXECUTIVE DIRECTOR 40.00 98011 28095 0 JOSEPH D THORNTON 4305 SULGRAVE ROAD RICHMOND VA 23221 PRESIDENT 1.00 0 0 0 KAREN KONVICKA 4305 SULGRAVE ROAD RICHMOND VA 23221 PAST PRESIDENT 1.00 0 0 0 C LUNSFORD JOHNSON 4305 SULGRAVE ROAD RICHMOND VA 23221 VICE PRESIDENT/TREASURER 1.00 0 0 0 ANDREA FISHER ERDA 4305 SULGRAVE ROAD RICHMOND VA 23221 DIRECTOR 1.00 0 0 0 KATHERINE MARTIN 4305 SULGRAVE ROAD RICHMOND VA 23221 DIRECTOR 1.00 0 0 0 H FREDERICK MOORE 4305 SULGRAVE ROAD RICHMOND VA 23221 DIRECTOR 1.00 0 0 0 DAVID NAGLE 4305 SULGRAVE ROAD RICHMOND VA 23221 DIRECTOR 1.00 0 0 0 CAROLINE ORLANDO 4305 SULGRAVE ROAD RICHMOND VA 23221 DIRECTOR 1.00 0 0 0 DAVID ROUTT 4305 SULGRAVE ROAD RICHMOND VA 23221 DIRECTOR 1.00 0 0 0 LAURA PURVIS 4305 SULGRAVE ROAD RICHMOND VA 23221 MARKETING & DEV MANA 40.00 50950 15074 0 JOSEPH DAY 4305 SULGRAVE ROAD RICHMOND VA 23221 HEAD OF HORTICULTURE 40.00 48358 14914 0 EMILY JONES 4305 SULGRAVE ROAD RICHMOND VA 23221 BUSINESS MANAGER 40.00 46027 12383 0 JILL PESESKY 4305 SULGRAVE ROAD RICHMOND VA 23221 CURATOR OF EDUCATION 40.00 43470 14671 0 4 US TRUST PO BOX 830269 DALLAS TX 75283 INVESTMENT MANAGEMENT 77965 0 THE ASSOCIATION OPERATES AND MAINTAINS AGECROFT HALL, A 16TH CENTURY ENGLISH MANOR HOUSE WHICH IS OPEN TO THE PUBLIC. AGECROFT HALL HAD APPROXIMATELY 13,991 TOTAL VISITORS IN 2021, OF WHICH 8,348 TOURED THE HOUSE AND GARDENS. ATTENDANCE REBOUNDED SIGNIFICANTLY IN 2021 FROM THE LOWS OF 2020 AS PANDEMIC RESTRICTIONS EASED. 1231383 THE ASSOCIATION SPONSORS EDUCATIONAL LECTURES, PERFORMING ARTS PERFORMANCES AND OTHER EVENTS RELATING TO ITS EXEMPT PURPOSE. IN 2021, AGECROFT SPONSORED PROGRAMS WHICH WERE ATTENDED BY APPROXIMATELY 5,643 PEOPLE. AGECROFT REACHED AN ADDITIONAL 454 PEOPLE THROUGH ITS OFFSITE OUTREACH EDUCATIONAL PROGRAMS. 91975 0 16893944 920990 0 17814934 0 0 17814934 267224 17547710 877386 X 898446 0 898446 1975-11-10 X 51866 150277 0 49210 251353 44086 127735 0 41829 213650 898446 964094 768777 841016 3472333 0 0 0 0 0 898446 964094 768777 841016 3472333 0 0 584924 501838 448975 440578 1976315 0 0 0 0 X 0 0 ADMISSIONS 47472 EDUCATION 5849 THEATER 110363 MISCELLANEOUS 50 14 283582 16 12847 18 1855906 14482 0 2152335 178216 2330551 1A THE AGECROFT ASSOCIATION OPERATES AND MAINTAINS AGECROFT HALL AND ITS GROUNDS AS A MUSEUM, ART GALLERY, AND CENTER FOR OTHER CULTURAL EVENTS RELATED TO ITS EXEMPT PURPOSE. ADMISSIONS INCOME IS DERIVED FROM VISITORS TO AGECROFT HALL WHO THEREBY PARTICIPATE IN PRESERVATION OF THIS UNIQUE HISTORIC BUILDING. 1B EDUCATION/DEVELOPMENT INCOME IS DERIVED FROM EDUCATIONAL PROGRAMS RELATED TO AGECROFT HALL. 10 SALES OF GIFT SHOP ITEMS RELATING TO THE EXEMPT PURPOSE OF AGECROFT HALL. 0 0 0 0 0 0 0 0 0 0 X X 1 TC WILLIAMS TRUST BANK OF AMERICA 12TH MAIN ST RICHMOND VA 23219 344406 X 2 WILLIAM S MASSIE TRUST BANK OF AMERICA 12TH MAIN ST RICHMOND VA 23219 499209 X ACCOUNTING FEES 25857 259 7242 18356 FIXED INCOME BONDS 3248916 3248916 MUTUAL FUNDS 5519090 5519090 COMMON STOCK 7355978 7355978 HEDGE FUNDS FMV 1360929 1360929 DEPOSIT 0 199411 199411 ADMISSIONS FEES 1793 0 507 1286 ADVERTISING 17975 0 5085 12890 BANK FEES 10513 105 2945 7463 CONSERVATION 9926 0 2808 7118 DUES & SUBSCRIPTIONS 18179 0 5143 13036 EDUCATION PROGRAM 12398 0 3508 8890 INSURANCE 60962 0 17247 43715 MISCELLANEOUS EXPENSES 769 0 217 552 POSTAGE 3199 0 905 2294 REPAIRS & MAINTENANCE 58723 0 16614 42109 SUPPLIES 7100 0 2009 5091 HORTICULTURE 36619 0 10360 26259 SMALL EQUIPMENT 9259 0 2620 6639 SPECIAL EVENTS - THEATRE 60663 0 17163 43500 ADMISSIONS 47472 47472 EDUCATION 5849 5849 THEATER 110363 110363 MISCELLANEOUS 50 50 UNREALIZED LOSS 119810 AGENCY ACCOUNT FEES 77965 77965 0 0 PROFESSIONAL SERVICES 4856 0 1374 3482 TC WILLIAMS TRUST BANK OF AMERICA 12TH MAIN ST RICHMOND VA 23219 WILLIAM S MASSIE TRUST BANK OF AMERICA 12TH MAIN ST RICHMOND VA 23219 PAYROLL TAXES 40177 402 11253 28522