2026-04-16T11:27:29-05:00 2025-06-30 223480145 HOLMAN FRENIA ALLISON PC 1985 CEDAR BRIDGE AVENUE SUITE 3 LAKEWOOD NJ 08701 990 2024-07-01 222817982 HISTORIC MORVEN INC HIST 6099248144 55 STOCKTON STREET PRINCETON NJ 08540 KENNETH SIEGEL TREASURER 6099248144 2026-04-16 1 1 CRAIG R JOHNSON P00836358 7327971333 2026-03-25 2024 2025-03-06 01:10:19Z KENNETH SIEGEL 55 STOCKTON STREET PRINCETON NJ 08540 2709135 0 X WWW.MORVEN.ORG X 1987 NJ THE MISSION OF HISTORIC MORVEN, INC. IS TO PRESERVE THE NATIONAL AND HISTORIC LANDMARK KNOWN AS MORVEN MUSEUM & GARDEN BY OPERATING IT AS A MUSEUM AND PUBLIC GARDEN THAT EDUCATES DIVERSE AUDIENCES AND SHOWCASES ITS RICH HISTORY. 17 17 26 60 0 0 1141000 2156705 93628 133361 535467 -29141 183788 153408 1953883 2414333 0 0 0 0 937096 1051681 0 0 169873 1143353 1145418 2080449 2197099 -126566 217234 25894315 28391670 134061 127386 25760254 28264284 THE MISSION OF HISTORIC MORVEN, INC. IS TO PRESERVE THE NATIONAL AND HISTORIC LANDMARK KNOWN AS MORVEN MUSEUM & GARDEN BY OPERATING IT AS A MUSEUM AND PUBLIC GARDEN THAT EDUCATES DIVERSE AUDIENCES AND SHOWCASES ITS RICH HISTORY. 0 0 1786258 341299 THE ORGANIZATION ASSISTS THE STATE OF NEW JERSEY IN THE PRESERVATION AND RESTORATION OF THE HISTORIC SITE KNOWN AS MORVEN BY PROVIDING FINANCIAL AND TECHNICAL ASSISTANCE. IT OPERATES A MUSEUM AND PUBLIC GARDEN AT MORVEN THAT SHOWCASES THE CULTURAL HERITAGE OF NEW JERSEY IN ACCORDANCE WITH THE COOPERATIVE AGREEMENT BETWEEN THE ORGANIZATION AND THE STATE OF NEW JERSEY. THE MUSEUM STAFF CARE FOR THE COLLECTIONS AND COLLECTION ITEMS THAT ARE DEPOSITED OR EXHIBITED BY MORVEN. THE ORGANIZATION EDUCATES THE PUBLIC ABOUT NEW JERSEY'S CULTURAL HERITAGE THROUGH EXHIBITION, INTERPRETATION, AND CULTURAL PROGRAMS. THE MUSEUM STAFF COLLABORATES WITH OTHER MUSEUMS, HISTORIC SITES, AND EDUCATIONAL ORGANIZATIONS IN THE FURTHERANCE OF THESE PURPOSES. 1786258 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 39 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X THE ORGANIZATION 6099248144 55 STOCKTON STREET PRINCETON NJ 08540 ELLEN SMITH MOREHOUSE CHAIR 4.00 X X 0 0 0 GREG ROGERS TRUSTEE 4.00 X 0 0 0 RACHEL P HERR TREASURER 4.00 X X 0 0 0 JOHN M HEALEY SECRETARY 4.00 X X 0 0 0 RONICA BREGENZER TRUSTEE 4.00 X 0 0 0 KENNETH SIEGEL TRUSTEE 4.00 X 0 0 0 CHRISTOPHER RICE TRUSTEE 4.00 X 0 0 0 NICK LOPEZ TRUSTEE 4.00 X 0 0 0 BILL ENNIST TRUSTEE 1.00 X 0 0 0 MARY ROBINSON COHEN TRUSTEE 1.00 X 0 0 0 COURTNEY LEDERER TRUSTEE 1.00 X 0 0 0 SUSAN MACGREGOR TRUSTEE 1.00 X 0 0 0 J RICHARD PIERCE TRUSTEE 1.00 X 0 0 0 LISA ULLMANN TRUSTEE 1.00 X 0 0 0 JAY VAWTER TRUSTEE 1.00 X 0 0 0 PETER HAM TRUSTEE 1.00 X 0 0 0 SARAH RINGER TRUSTEE 1.00 X 0 0 0 RHONDA DIMASCIO EXECUTIVE DIRECTOR 40.00 X 105554 0 8821 105554 0 8821 1 0 0 0 0 255302 714064 1187339 2156705 PROGRAM REVENUES 611710 78227 78227 ADMISSIONS 561520 55134 55134 133361 105667 105667 239456 61659 177797 177797 177797 134808 -134808 -134808 -134808 26175 255302 80705 -54530 -54530 47771 17630 30141 30141 2414333 341299 0 -83671 105554 79958 11721 13875 799333 605502 88760 105071 13498 10225 1499 1774 56013 42430 6220 7363 77283 58543 8582 10158 20000 13000 4200 2800 56643 56643 85270 42362 33784 9124 8661 5629 1819 1213 15456 10046 3246 2164 21090 13709 4428 2953 197546 197546 1444 939 303 202 1877 1220 394 263 540549 540549 29913 19443 6282 4188 PROGRAMS AND COLLECTION 104647 104647 EXHIBITIONS 15522 10089 3260 2173 BANK FEES 13749 8937 2887 1925 DEVELOPMENT 11967 7779 2513 1675 21084 13705 4427 2952 2197099 1786258 240968 169873 243158 325391 665550 645984 115929 476040 20750 16744 48517 55022 8337 7245 15410333 5342796 10039205 10067537 14752869 16797707 25894315 28391670 54190 72935 69335 43893 10536 10558 134061 127386 X 12304572 12590709 13455682 15673575 25760254 28264284 25894315 28391670 217234 2286796 0 X 0 1 X 1 0 X 796506 1445077 929350 1167500 2182880 6521313 188857 284667 258573 151454 181132 1064683 985363 1729744 1187923 1318954 2364012 7585996 0 0 0 7585996 38044 184503 213727 802207 210315 1448796 38044 184503 213727 802207 210315 1448796 1023407 1914247 1401650 2121161 2574327 9034792 0.83960 0.83430 0.16040 0.16570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 13296529 1973345 503233 14766641 12270306 1026223 13296529 11494769 775537 12270306 12997543 -1502929 11494614 2114869 10000000 932674 50000 12997543 1.00000 0 0 882908 882908 8099476 2629590 5469886 6389230 2677085 3712145 38719 36121 2598 10067537 PACF INVESTMENTS 2031066 F PACF ENDOWMENT FUND 14766641 F 16797707 SECURITY DEPOSITS 10558 10558 X 4742821 2286796 98335 2385131 2357690 56643 56643 2414333 2238791 98335 98335 2140456 56643 56643 2197099 PART III, LINE 4: THE ORGANIZATION'S COLLECTION CONSISTS OF FINE, FOLK, AND DECORATIVE ARTS PERTAINING TO THE HISTORY OF THE HOUSE CALLED MORVEN AND THE CULTURAL HERITAGE OF NEW JERSEY THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN THE FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. COLLECTION ITEMS ARE NOT CAPITALIZED. COLLECTION ITEMS PURCHASED ARE EXPENSED. CONTRIBUTIONS OF COLLECTION ITEMS, IF ANY, ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES. IT IS THE POLICY OF THE ORGANIZATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED TO PURCHASE ADDITIONAL COLLECTION ITEMS OR THE DIRECT CARE OF EXISITING COLLECTIONS. THE ORGANIZATION DEFINES DIRECT CARE OF COLLECTIONS AS ANY ACTIVITY THAT INVOLVES THE PROTECTION AND PRESERVATION OF THE COLLECTION. THE COLLECTION IS PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(A) AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND COMPARABLE STATE LAW AS A CHARITABLE ORGANIZATION, WHEREBY ONLY UNREALTED BUSINESS INCOME, AS DEFINED BY SECTION 512 OF THE CODE IS SUBJECT TO FEDERAL INCOME TAX. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: MUSEUM SALES DIRECT EXPENSE 17,630. SPECIAL EVENT DIRECT EXPENSE 80,705. PART XII, LINE 2D - OTHER ADJUSTMENTS: MUSEUM SALES DIRECT EXPENSE 17,630. SPECIAL EVENT DIRECT EXPENSE 80,705. MORVEN IN MAY 115851 100326 15525 22123 500 6795 FESTIVAL OF TREES 132016 121366 10650 25998 10359 1 33610 33610 14930 281477 255302 26175 48121 500 32084 80705 -54530 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE FORM 990, WHICH IS THEN PROVIDED TO ALL TRUSTEES TO GIVE THEM AN OPPORTUNITY TO COMMENT BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST FORM ANNUALLY. ANY ISSUES IDENTIFIED ARE REVIEWED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED AND APPROVED BY THE CHAIR AND THE TREASURER. THE EXECUTIVE COMMITTEE APPROVES THE BUDGET, THEN REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE PROVIDED UPON REQUEST.