2021-08-31T10:21:45-05:00 2020-12-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990PF 2020-01-01 540805729 THE AGECROFT ASSOCIATION AGEC 8043534241 4305 SULGRAVE ROAD RICHMOND VA 23221 JOSEPH D THORNTON PRESIDENT 8043534241 2021-08-12 1 JOSEPH THORNTON 999009999 VIRGINIA R BELCHER P00421964 8047470000 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 22505551 X 1046278 293430 293430 293430 3817 3817 3817 3817 3272383 3272383 3272383 0 2606 1292 1314 1314 31785 0 31785 4649007 3569630 330346 120670 1207 12183 107280 513028 5130 51796 456102 123214 1232 12440 109542 25650 257 2590 22804 73197 68369 492 4336 36591 366 3694 32531 70587 0 70587 45924 0 4683 41241 3216 0 328 2888 208698 58 21276 187370 1220775 76619 180069 964094 0 0 1220775 76619 180069 964094 3428232 3493011 150277 306507 410066 410066 165009 705254 705254 20811 20966 20966 10486058 11760076 11760076 3014628 2913091 2913091 647566 1042920 1042920 8152384 2499206 5723765 5653178 5653178 20364344 22505551 22505551 14844 14844 0 X 14625735 16852373 5723765 5653178 20349500 22505551 20364344 22505551 20349500 3428232 0 23777732 1272181 22505551 SALE OF INVESTMENT P 3272383 3272383 3272383 3272383 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 94419 26251 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 JOSEPH DAY 4305 SULGRAVE ROAD RICHMOND VA 23221 HEAD OF HORTICULTURE 40.00 45158 13839 0 JILL PESESKY 4305 SULGRAVE ROAD RICHMOND VA 23221 CURATOR OF EDUCATION 40.00 42780 13819 0 EMILY JONES 4305 SULGRAVE ROAD RICHMOND VA 23221 BUSINESS MANAGER 40.00 45300 7172 0 0 US TRUST PO BOX 830269 DALLAS TX 75283 INVESTMENT MANAGEMENT 68369 0 THE ASSOCIATION OPERATES AND MAINTAINS AGECROFT HALL, A 16TH CENTURY ENGLISH MANOR HOUSE WHICH IS OPEN TO THE PUBLIC. AGECROFT HALL HAD APPROXIMATELY 7,758 TOTAL VISITORS IN 2020, OF WHICH 5,772 TOURED THE HOUSE AND GARDENS. ATTENDANCE WAS DOWN SIGNIFICANTLY IN 2020 DUE TO THE COVID-19 PANDEMIC AND IS EXPECTED TO REBOUND IN 2021 AS SOCIAL DISTANCING RESTRICTIONS EASE. 1119330 THE ASSOCIATION SPONSORS EDUCATIONAL LECTURES AND OTHER EVENTS RELATING TO ITS EXEMPT PURPOSE. IN 2020, AGECROFT SPONSORED PROGRAMS WHICH WERE ATTENDED BY APPROXIMATELY 417 PEOPLE. AS STATED PREVIOUSLY, ATTENDANCE WAS DOWN SIGNIFICANTLY IN 2020 DUE TO THE COVID-19 PANDEMIC AND IS EXPECTED TO REBOUND IN 2021 AS SOCIAL DISTANCING RESTRICTIONS EASE. 26739 0 14516557 767852 0 15284409 0 0 15284409 229266 15055143 752757 X 964094 0 964094 0 964094 1975-11-10 X 150277 0 49210 64230 263717 127735 0 41829 54596 224159 964094 768777 841016 834155 3408042 0 0 0 0 0 964094 768777 841016 834155 3408042 0 0 501838 448975 440578 406947 1798338 0 0 0 0 X 0 0 ADMISSIONS 24410 EDUCATION 7375 14 293430 16 3817 18 3272383 1314 0 3569630 33099 3602729 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 335633 X 2 WILLIAM S MASSIE TRUST BANK OF AMERICA 12TH MAIN ST RICHMOND VA 23219 546573 X ACCOUNTING FEES 25650 257 2590 22804 FIXED INCOME BONDS 2913091 2913091 MUTUAL FUNDS 2774638 2774638 COMMON STOCK 8985438 8985438 HEDGE FUNDS FMV 1042920 1042920 UNREALIZED LOSS 1272181 ADMISSIONS FEES 679 0 69 610 ADVERTISING 12326 0 1257 11069 BANK FEES 5763 58 582 5124 CONSERVATION 7325 0 747 6578 DUES & SUBSCRIPTIONS 7041 0 718 6323 EDUCATION PROGRAM 13251 0 1351 11900 INSURANCE 59728 0 6091 53637 MISCELLANEOUS EXPENSES 1156 0 118 1043 POSTAGE 1634 0 167 1467 REPAIRS & MAINTENANCE 56515 0 5763 50752 SUPPLIES 3779 0 385 3394 HORTICULTURE 38453 0 3921 34532 SMALL EQUIPMENT 1048 0 107 941 ADMISSIONS 24410 24410 EDUCATION 7375 7375 AGENCY ACCOUNT FEES 68369 68369 0 0 PROFESSIONAL SERVICES 4828 0 492 4336 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 36591 366 3694 32531