Nonprofit · EIN 13-6170029
WESTMORELAND DAVIS MEMORIAL FOUNDATION INC
Tax-exempt · LEESBURG, VA 20178
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,761,011 | $5,359,671 | $401,340 | $20,114,306 | $295,346 | $19,818,960 |
| December 31, 2024 | 990-PF | $4,793,076 | $4,855,048 | -$61,972 | $19,690,442 | $425,667 | $19,264,775 |
| December 31, 2023 | 990-PF | $4,034,709 | $4,448,625 | -$413,916 | $19,586,755 | $442,376 | $19,144,379 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $4,375,418
- Dividends
- $140,804
- Net gain from sales of assets
- $323,000
- Other income
- $921,789
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $216,888
- Salaries, compensation and benefits (total)
- $1,682,245
- Disbursements for charitable purposes
- $4,529,884
- Excise tax on investment income
- $1,982
Balance sheet and other
- Total assets, start of year
- $19,690,442
- Total assets, end of year
- $20,114,306
- Total liabilities, end of year
- $295,346
- Net assets, end of year
- $19,818,960
- Fair market value of assets
- $20,114,306
- Qualifying distributions
- $4,529,884
- Net investment income
- $167,444
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACEY METCALFE PO BOX 6228, LEESBURG, VA 20178 | EXECUTIVE DIRECTOR, SECRETARY | 40 | $216,888 | $15,906 |
| CHARLES WOODWARD PO BOX 6228, LEESBURG, VA 20178 | DIRECTOR OF BUILDING Highest-paid employee | 40 | $124,672 | $13,162 |
| JANA SHAFAGOJ PO BOX 6228, LEESBURG, VA 20178 | DIRECTOR OF HISTORY Highest-paid employee | 40 | $110,520 | $4,612 |
| KATIE NEEDHAM PO BOX 6228, LEESBURG, VA 20178 | CHIEF FINANCIAL OFFI Highest-paid employee | 40 | $109,084 | $5,171 |
| CHRISTINE MEYER PO BOX 6228, LEESBURG, VA 20178 | DIRECTOR OF ENGAGEME Highest-paid employee | 40 | $104,428 | $12,494 |
| TROY FLYNN PO BOX 6228, LEESBURG, VA 20178 | BUILDINGS AND GROUND Highest-paid employee | 40 | $87,161 | $9,154 |
| JIM MCDERMOTT PO BOX 6228, LEESBURG, VA 20178 | PRESIDENT | 1 | $0 | $0 |
| JENNIFER BULLARD BROGGINI PO BOX 6228, LEESBURG, VA 20178 | TREASURER | 1 | $0 | $0 |
| JOANNE THEURICH PO BOX 6228, LEESBURG, VA 20178 | VICE PRESIDENT | 1 | $0 | $0 |
| KARI MURPHY PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| STRICK HEILMAN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| BRUCE FORBES PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| CONNOR MARSDEN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| SCOTT POHLMAN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| GARY CLEMENS PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS DONOVAN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 |
| KATE GORDON PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 |
| TERRI MINCHEW PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 |
| SONNY SWANN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 |
| TERESA WHEELER PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACEY METCALFE PO BOX 6228, LEESBURG, VA 20178 | EXECUTIVE DIRECTOR, SECRETARY | 40 | $216,888 | $13,872 |
| CHARLES WOODWARD PO BOX 6228, LEESBURG, VA 20178 | DIRECTOR OF BUILDING Highest-paid employee | 40 | $119,673 | $12,559 |
| JANA SHAFAGOJ PO BOX 6228, LEESBURG, VA 20178 | DIRECTOR OF HISTORY Highest-paid employee | 40 | $110,520 | $4,612 |
| KATIE NEEDHAM PO BOX 6228, LEESBURG, VA 20178 | CHIEF FINANCIAL OFFI Highest-paid employee | 40 | $105,180 | $5,023 |
| CHRISTINE MEYER PO BOX 6228, LEESBURG, VA 20178 | DIRECTOR OF ENGAGEME Highest-paid employee | 40 | $100,140 | $11,912 |
| TROY FLYNN PO BOX 6228, LEESBURG, VA 20178 | BUILDINGS AND GROUND Highest-paid employee | 40 | $83,604 | $8,528 |
| JIM MCDERMOTT PO BOX 6228, LEESBURG, VA 20178 | PRESIDENT | 1 | $0 | $0 |
| TONY BUFFINGTON PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| BROWNING HERBERT PO BOX 6228, LEESBURG, VA 20178 | TREASURER | 1 | $0 | $0 |
| JOANNE THEURICH PO BOX 6228, LEESBURG, VA 20178 | VICE PRESIDENT | 1 | $0 | $0 |
| KARI MURPHY PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| STRICK HEILMAN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| BRUCE FORBES PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| CONNOR MARSDEN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| JENNIFER BULLARD BROGGINI PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| GARY CLEMENS PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| CHRIS DONOVAN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| KATE GORDON PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| TERRI MINCHEW PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| SONNY SWANN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| TERESA WHEELER PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACEY METCALFE PO BOX 6228, LEESBURG, VA 20178 | EXECUTIVE DIRECTOR, SECRETARY | 40 | $210,774 | $11,213 |
| CHARLES WOODWARD PO BOX 6228, LEESBURG, VA 20178 | DIRECTOR OF BUILDING Highest-paid employee | 40 | $116,193 | $11,974 |
| JANA SHAFAGOJ PO BOX 6228, LEESBURG, VA 20178 | DIRECTOR OF PRESERVA Highest-paid employee | 40 | $108,420 | $4,549 |
| KATIE NEEDHAM PO BOX 6228, LEESBURG, VA 20178 | CHIEF FINANCIAL OFFI Highest-paid employee | 40 | $99,930 | $4,824 |
| HAYDEE LETONJA PO BOX 6228, LEESBURG, VA 20178 | DIRECTOR OF MARKETIN Highest-paid employee | 40 | $68,650 | $10,214 |
| DONNA STEWART PO BOX 6228, LEESBURG, VA 20178 | ADMINISTRATIVE COORD Highest-paid employee | 40 | $66,177 | $10,151 |
| MARY LOU LEIPHEIMER PO BOX 6228, LEESBURG, VA 20178 | PRESIDENT | 1 | $0 | $0 |
| MICHAEL O'CONNOR PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| BROWNING HERBERT PO BOX 6228, LEESBURG, VA 20178 | TREASURER | 1 | $0 | $0 |
| JIM MCDERMOTT PO BOX 6228, LEESBURG, VA 20178 | VICE PRESIDENT | 1 | $0 | $0 |
| KARI MURPHY PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| RICK TRACY PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| BRUCE FORBES PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| CONNOR MARSDEN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| JENNIFER BULLARD BROGGINI PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| GARY CLEMENS PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| CHRIS DONOVAN PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| KATE GORDON PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| NEWSHA NAZMI PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
| JOANNE THEURICH PO BOX 6228, LEESBURG, VA 20178 | TRUSTEE | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6228, LEESBURG, VA 20178-7433
- In care of
- % JUDITH WODYNSKI
- Signed the 990-PF
- STACEY METCALFE, EXECUTIVE DIRECTOR
- Phone
- (703) 777-2414
- Website
- WWW.MORVENPARK.ORG
- Return prepared by
- YOUNT HYDE & BARBOUR PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6170029
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1957
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $20,114,306
- Income (IRS master file)
- $6,491,427
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,761,011 | $5,359,671 | $20,114,306 | IRS |
| 990-PF | December 2024 | $4,793,076 | $4,855,048 | $19,690,442 | XML |
| 990-PF | December 2023 | $4,034,709 | $4,448,625 | $19,586,755 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 13-6170029).
Questions about WESTMORELAND DAVIS MEMORIAL FOUNDATION INC
- What is the EIN of WESTMORELAND DAVIS MEMORIAL FOUNDATION INC?
- The employer identification number (EIN) of WESTMORELAND DAVIS MEMORIAL FOUNDATION INC is 13-6170029.
- Is WESTMORELAND DAVIS MEMORIAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to WESTMORELAND DAVIS MEMORIAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WESTMORELAND DAVIS MEMORIAL FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WESTMORELAND DAVIS MEMORIAL FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTMORELAND DAVIS MEMORIAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WESTMORELAND DAVIS MEMORIAL FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 20 people; 6 received compensation from the organization, the highest $216,888 (STACEY METCALFE, EXECUTIVE DIRECTOR, SECRETARY).
- How much revenue does WESTMORELAND DAVIS MEMORIAL FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,761,011, expenses of $5,359,671 and total assets of $20,114,306 at year end.
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