2025-03-28T02:30:50-05:00 2024-12-31 541149263 YOUNT HYDE & BARBOUR PC PO BOX 2560 WINCHESTER VA 226041760 990PF 2024-01-01 136170029 WESTMORELAND DAVIS MEMORIAL FOUNDATION WEST 7037772414 PO BOX 6228 LEESBURG VA 20178 STACEY METCALFE EXECUTIVE DIRECTOR 7037772414 2025-03-25 1 0 OLIVIA A HUTTON CPA P00964688 5406623417 2025-03-25 2024 2025-03-06 01:10:19Z X 19690443 X 3760718 138058 138058 138058 24712 432799 0 0 869588 0 869588 4793076 138058 1007646 216888 0 0 216888 1585353 0 0 1585353 198608 0 0 198608 137862 0 0 137862 780837 0 780837 173226 0 0 173226 1762274 23614 0 1738660 4855048 23614 780837 4050597 0 0 4855048 23614 780837 4050597 -61972 114444 226809 506317 636690 636691 582038 596885 596885 193250 240720 193250 193250 467345 583381 583381 1357582 1409611 1409611 706758 742494 742494 27112531 11625780 15707553 15486751 15486751 18442 41380 41380 19586755 19690442 19690443 114933 116348 11669 18932 315774 290387 442376 425667 X 16890513 17032335 2253866 2232440 19144379 19264775 19586755 19690442 19144379 -61972 182368 19264775 0 19264775 SALE OF PUBLICLY TRADED SECURITIES P 404064 408087 -4023 -4023 -4023 -4023 1591 0 1591 0 1591 0 0 0 0 0 75 1666 0 0 0 0 0 0 0 0 0 0 1 1 VA 0 1 0 0 0 1 WWW.MORVENPARK.ORG THE FOUNDATION 7037772414 17195 SOUTHERN PLANTER LANE LEESBURG VA 20178 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JIM MCDERMOTT PO BOX 6228 LEESBURG VA 20178 PRESIDENT 1.00 0 0 0 TONY BUFFINGTON PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 BROWNING HERBERT PO BOX 6228 LEESBURG VA 20178 TREASURER 1.00 0 0 0 STACEY METCALFE PO BOX 6228 LEESBURG VA 20178 EXECUTIVE DIRECTOR, SECRETARY 40.00 216888 13872 0 JOANNE THEURICH PO BOX 6228 LEESBURG VA 20178 VICE PRESIDENT 1.00 0 0 0 KARI MURPHY PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 STRICK HEILMAN PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 BRUCE FORBES PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 CONNOR MARSDEN PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 JENNIFER BULLARD BROGGINI PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 GARY CLEMENS PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 CHRIS DONOVAN PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 KATE GORDON PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 TERRI MINCHEW PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 SONNY SWANN PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 TERESA WHEELER PO BOX 6228 LEESBURG VA 20178 TRUSTEE 1.00 0 0 0 CHARLES WOODWARD PO BOX 6228 LEESBURG VA 20178 DIRECTOR OF BUILDING 40.00 119673 12559 0 JANA SHAFAGOJ PO BOX 6228 LEESBURG VA 20178 DIRECTOR OF HISTORY 40.00 110520 4612 0 CHRISTINE MEYER PO BOX 6228 LEESBURG VA 20178 DIRECTOR OF ENGAGEME 40.00 100140 11912 0 KATIE NEEDHAM PO BOX 6228 LEESBURG VA 20178 CHIEF FINANCIAL OFFI 40.00 105180 5023 0 TROY FLYNN PO BOX 6228 LEESBURG VA 20178 BUILDINGS AND GROUND 40.00 83604 8528 0 10 NONE 0 MORVEN PARK MAINTENANCE, RESTORATION AND IMPROVEMENTS 934706 MORVEN PARK EVENTS 2307610 HISTORY, EDUCATION AND RECREATIONAL PROGRAMS 1027213 0 2633586 1160966 0 3794552 0 0 3794552 56918 3737634 186882 X 4050597 0 4050597 X 186882 177446 164598 160651 689577 158850 150829 139908 136553 586140 4050597 3654293 3780441 3381071 14866402 0 0 0 0 0 4050597 3654293 3780441 3381071 14866402 0 0 124588 118297 109732 107101 459718 0 0 0 0 X 0 0 MORVEN PARK ADMISSIONS 29066 MORVEN PARK OTHER INCOME 77048 USER FEES 241169 PROGRAMS 522305 14 138058 18 24712 0 162770 869588 1032358 1 WESTMORELAND DAVIS MEMORIAL FOUNDATION: MORVEN PARK IS A 501(C)(3) DEDICATED TO PRESERVING ITS HISTORIC 1,000-ACRES OF OPEN SPACE FOR COMMUNITY ENJOYMENT, EDUCATIONAL PROGRAMMING, AND EQUESTRIAN SPORTS. HOW WE SERVE: EDUCATION: EMPOWERING STUDENTS TO MAKE AN IMPACT ON THEIR COMMUNITIES, MORVEN PARK'S CENTER FOR CIVIC IMPACT IS CHANGING THE WORLD, ONE STUDENT AT A TIME. EQUESTRIAN: MORVEN PARK IS A PREMIER EQUESTRIAN VENUE FOR HORSES AND RIDERS OF ALL DISCIPLINES, AT ALL LEVELS, OFFERING THE OPPORTUNITY FOR ALL TO TRAIN AND COMPETE AT A WORLD-CLASS FACILITY AND PROMOTE EQUESTRIAN SPORTS TO THE PUBLIC. HISTORY AND PRESERVATION: MORVEN PARK PROVIDES ENGAGING PROGRAMS TO EDUCATE AND ENLIGHTEN VISITORS THROUGH ITS PRESERVED HISTORIC LANDSCAPES, BUILDINGS, AND CULTURALLY DIVERSE COLLECTIONS. HEALTH COMMUNITY: THROUGH ITS SPORTING EVENTS, HIKING TRAILS, OPEN MEADOWS, AND BEAUTIFUL GARDENS, MORVEN PARK PROVIDES OUR COMMUNITY WITH SCENIC GREEN SPACES FOR ATHLETICS, RELAXATION AND ENJOYMENT. 0 0 0 0 0 0 0 0 0 0 X X 1 MARGUERITE G DAVIS TRUST C/O BANK OF AMERICA ONE BRYANT PARK NEW YORK NY 10036 3211767 X 2 MORVEN PARK INC PO BOX 6228 LEESBURG VA 20178 331391 X GAIN ON DISPOSAL OF ASSETS PURCHASED 28735 COST 0 28735 BONDS 1409611 1409611 STOCKS 583381 583381 COMMUNITY FOUNDATION AT COST 2404 2404 MUTUAL FUNDS AT COST 139080 139080 EXCHANGE TRADED PRODUCTS AT COST 590989 590989 OTHER AT COST 10021 10021 OPERATING LEASE RIGHT-OF-USE ASSETS 18442 41380 41380 SUBCONTRACT SERVICES 474269 0 0 474269 SUPPLIES AND OFFICE EXPENSES 265230 0 0 265230 INSURANCE 96874 0 0 96874 MAINTENANCE OF PROPERTY 546974 0 0 546974 ADVERTISING 41798 0 0 41798 MISCELLANEOUS 145460 0 0 145460 INVESTMENT FEES 23614 23614 0 0 OTHER PAYROLL EXPENSES 45387 0 0 45387 SPECIAL EVENTS 106539 0 0 106539 DONATIONS 16129 0 0 16129 MORVEN PARK ADMISSIONS 29066 29066 MORVEN PARK OTHER INCOME 77048 77048 USER FEES 241169 241169 PROGRAMS 522305 522305 UNREALIZED GAIN ON INVESTMENTS 182368 DEFERRED COMPENSATION PAYABLE 297332 249007 OPERATING LEASE LIABILITIES 18442 41380 PAYROLL TAXES 137862 0 0 137862