Annua l

Report

2011

About Us

Our VisionIn 2011, the Westmoreland Davis Memorial Foundation, under which Morven Park operates, adopted the following mission statement and goals. The Foundation also adopted a 26-point Strategic Plan to advance each of the four goals. One of those strategies, accomplished in 2011, was the creation of a comprehensive Master Site Plan.

GoalsPromote civic-minded responsibility and leadership.Promote wellness and healthy lifestyles.Increase public involvement with Morven Park.Foster a financially sound and professionally managed organization.

Mission StatementInspired by the life of Virginia Governor Westmoreland Davis, Morven Park preserves and advances the ideals of civic responsibility, sustainable agriculture, and enhancement of life in rural Virginia.

Our Year

Dear Friends of Morven Park:

To each of you who participated this year in an equestrian event, attended a holiday program, toured the Governor Davis residence, jogged through the property, or experienced any of the dozens of other activities available to you at Morven Park, I want to thank you for contributing to the energy of this unique place.

The momentum that built throughout 2011 was almost palpable, as we launched a new interpretive tour of the Mansion; updated our mission statement; adopted a comprehensive strategic plan; and developed a master site plan that blazes the trail for the future of our 1,200 acres and 50-plus buildings.

Establishing the future direction of Morven Park was a vital first step, but all the plans and preparations mean nothing unless people have an opportunity to benefit from all that Morven Park has to offer. Otherwise, this becomes just a beautiful, yet remote, mansion on a hill. And so, we set to work to develop programming that enlightens, invigorates, and inspires our visitors.

We set an ambitious goal for educational program attendance last year, aiming for a 25 percent increase from 2010. Even excluding the 3,000 people who visited Morven Park during the October events commemorating the Battle of Ball’s Bluff, our 7,345 program attendees helped us exceed our goal, increasing attendance by 28 percent.

We believe that the new interpretive tour of the Governor’s residence plus the addition of programs such as the Governor’s Country Fair, the Princess Parade, the Free Family Fun Weekend, Eco-Friendly Easter, and picnics for Mothers’ and Fathers’ Days boosted overall attendance. We also introduced a series of farming and healthy food workshops, featuring topics such as raising your own poultry and growing berries for fun or profit, introducing Morven Park to an entirely new audience.

Similarly, increased participation in Morven Park-managed equestrian events – such asspring and fall Horse Trials, Hunter Pace events, and cross-country schooling days – evidence the organization’s continuing tradition of equestrian excellence.

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“The momentum that built throughout 2011 was almost palpable...”

“We ended 2011 with a strong sense of direction

and determination.”

We ended 2011 with a strong sense of direction and determination, guided by two sources: the needs expressed to us by the community, and the desires of Marguerite Davis to preserve the place and the ideals that inspired the life of her husband, Governor Westmoreland Davis.

Our Year Increasingly, Morven Park has become the venue of choice for area weddings, corporate, and other special events. As in past years, we hosted the Northern Virginia Brewfest, the Ladies Board Rummage Sale, the Virginia Foxhound Club Show, the Fairfax Hunt Races, the Middleburg Classic Hunter-Jumper Show, the Loudoun Laurels annual awards, and dozens of other events including community fundraisers, horse shows, riding clinics, and private parties.

Morven Park also is honored to continue serving as home to Loudoun Therapeutic Riding, an organization we are proud to support in its program expansion in 2011, providing services to wounded U.S. soldiers in treatment at Walter Reed Army Medical Center.

Reflecting our support of Loudoun Therapeutic Riding, we included that organization as the co-recipient of income from several of our 2011 events, including the annual steeplechase races. Despite our efforts to increase event income by building community and corporate support, that support did not materialize, and the Board of Trustees voted to discontinue this event for financial reasons.

Morven Park continues to seek ways to engage the community, and last year launched membership opportunities for individuals and businesses, expanded its online profile with a presence on a number of social networking sites, and unveiled a monthly e-newsletter with distribution that grew to just under 5,000 in its first year.

We are excited about the future of this remarkable property to which we serve as stewards. We know that the work is far from done, as we strive to complete each element of our new strategic plan. Programming will continue to evolve and expand, and restoration and expansion of facilities will be ongoing.

Morven Park is here for you to experience and enjoy, which is why we hope you share our sense of opti-mism and energy about seeing it meet its full potential. Such visionary plans will require visionary support. People like you can ensure that Morven Park will be here for the benefit of generations to come.

Sincerely,

Frank Milligan James H. HarrisExecutive Director President, Board of Trustees

“Morven Park is here for you

to experience and enjoy...”

(continued)

Master Site Plan

The plans adopted by the Board of Trustees in December 2011 touch every square foot of Morven Park’s 1,200 acres. The Master Site Plan includes solutions to tie together the entire property, creating one main entrance from which visitors can reach any and all facilities and programs. And it reflects a vision for a future that allows the organization to fully live out its mission.

To learn more, go to www.MorvenPark.org or click here.

Contributions

Charter ($5,000 & Above)Mr. & Mrs. James HarrisMr. & Mrs. David McMunnMr. & Mrs. Harold P. Wilmerding

Fellow ($2,500-$4,999)Mr. & Mrs. Jacob Porter

Sustaining ($1,000-$2,499)Mr. & Mrs. John DiZerega CookMr. & Mrs. Michael GeyerMs. Joanne HartMrs. Jacqueline B. MarsMr. & Mrs. Samuel H. Rogers, Jr.Mr. & Mrs. John RustMr. & Mrs. Michael Wodynski

Associate ($500-$999)Ms. Magalen O. BryantMs. Edith CassidyFabbioli CellarsGruver Cooley Custom HomesMr. & Mrs. Michael HoffmanDr. Frank Milligan & Ms. Chris Hart

Affiliate ($250-$499)Ms. Maude G. CarrMr. Fred CarterMrs. Margaret GoodMs. Nancy ParsonsMr. & Mrs. Karl RiedelDr. & Mrs. Joseph M. RogersMr. & Mrs. Eric Williams

Patron ($125-$249)Ameriprise FinancialKenneth B. Blaine Appraisals, Inc.Mr. & Mrs. Ken BlaineLoudoun Therapeutic RidingMr. and Mrs. James Needham

Friend ($25 -$124)Mr. & Mrs. David BartlowMr. & Mrs. Kevin BowmanMr. & Mrs. Childs BurdenMs.Teresa K. DavenportMs. Joy Ditto-HillMr. & Mrs. Coe EldredgeMs. Nancy FarrellMs. Cynthia Guill-ReinholdMr. Mason H. LamptonMs. Gabriel Pfisterer & Mr. Kevin DonovanMr. & Mrs. Nart ShafagojMr. Bruce SmartMs. Carol StewartWegmans

Unrest�icted Gists

*This report reflects annual fund gifts given between January 1, 2011, and December 31, 2011.

Contributions

Equestrian Center

Sustaining ($1,000-$2,499)Ms. Anne SullivanMs. Amy York

Associate ($500-$999)Ms. Edith CassidyMs. Katherine Coviello

Patron ($125-$249)Ms. Janice A. AlperinMr. & Mrs. William BoydMr. Michael O’Dell & Ms. Judith Grass

Friend ($25-$124)Mr. & Mrs. Helmut BoehmeMs. Nancy W. BradleyMs. Steffanie BurgevinMs. Nancy ByrdMr. Kevin ChinnThe Gold FamilyMs. Susanne HiegelMs. Marilyn JacksonMr. & Mrs. Robert JepsonMr. & Mrs. Alfred KingMs. Deborah LebenMr. Robert E. LindemannMr. Dennis MooreMs. Leslie PageMs. Erin SylvesterMr. & Mrs. Michael TerpakVADA/NOVA, Inc.

Grants

Loudoun Preservation Society Virginia Commission for the Arts Virginia Horse Industry Board Wegmans

Preservation/Historic Structures

Associate ($500-$999)Ms. Sally T. Rogers

Patron ($125-$249)Mr. Doug L. Boyd

Friend ($25-$124)Ms. Steffanie BurgevinMs. Erin Smith

Winmill Carriage Museum

Mr. Mark Winmill

Pas De Deux

Mr. & Mrs. Michael Wodynski

Rest�icted Gists

Morven Park SteeplechaseRace Sponsors

Official Race SponsorsBooz Allen HamiltonClark & Associates

K2M, Inc.

Family Fun Fair SponsorMr. & Mrs. James G. Harris

Tent SponsorsJohn Marshall Bank

The Wolf Group

General DonationsDr. & Mrs. Joseph Rogers

Charter Members

MEMBERSHIP LEVELS

Inman - $5,000Mr. John B. Wood & Telos Corporation

Winmill - $1,000Mr. & Mrs. Fred BriggsMs. Edith CassidyMr. & Mrs. Michael GeyerMr. & Mrs. James HarrisLoudoun Hunt Pony ClubMorningside HouseMr. & Mrs. Harold WilmerdingMichael & Judy WodynskiMr. & Mrs. Rene R. WoolcottMs. Joyanna Wilson

Donor - $500Mr. & Mrs. Karl Riedel

Patron - $250Mr. William F. BrinkleyMr. & Mrs. Tremaine CooperMr. Dennis Foster/MFHAMr. & Mrs. John HowardMr. & Mrs. Joseph JoyceFrank Milligan & Chris HartMr. Clinton PolandMr. & Mrs. John Rust

Equestrian - $125Ms. Wendy Behm FecondaMr. Nicholas Karangelen & Ms. Kate McPartlanMr. & Mrs. Mason LamptonMrs. Jacqueline Badger MarsMs. Melissa PalmerMr. & Mrs. Jacob PorterMs. Amy SchullMs. Sonia WebbMs. Torrey Wilkinson

Charter Membership - June 2011- June 2012 The following individuals and businesses represent Morven Park’s charter members. Their names will be engraved on a plaque that will be permanently displayed at Morven Park.

Supporter - $125Mr. & Mrs. William BoydMr. & Mrs. James B. ChristianMrs. Agnes CookMr. & Mrs. Moss CrosbyMr. & Mrs. Coe EldredgeMs. Christine Gleckner & Mr. Clay StewardMr. & Mrs. Clifton GruverMs. Adrienne IorioMr. & Mrs. Alfred KingMs. Julia KingsburyMr. & Mrs. Graham KnightMr. & Mrs. Lewis Leigh, Jr.Mr. David LintonMr. & Mrs. Eric MajorsMrs. Jacqueline Badger MarsMr. & Mrs. Douglas MurphyMr. Michael Odell & Ms. Judith GrassDr. & Mrs. Joseph M. RogersMr. Benjamin SaulMr. Emmett TurnerAlston O. Wolf

Dual/Family - $85Ms. Paula AdkinsMr. Gerald AveryMr. & Mrs. Gary BinderMs. Kay BlassicMr. & Mrs. Val BirladeanuMr. & Mrs. Helmut BoehmeMr. & Mrs. Keith BoiMr. & Mrs. Steve BuckleyMs. Dori CastroMr. & Mrs. Dave ColburnMr. Bob CookMr. & Mrs. John Paul CookMr. & Mrs. John CrookMr. & Mrs. James CurrieMr. & Mrs. Daniel G. Dodson

Ms. Sarah Miller EspinosaMr. Rodney FurgesonMr. & Mrs. Myke GluckMs. Kathy GrugickMr. & Mrs. William H. HarrisonMs. Anne HealyChrista Hellberg-CookMr. & Mrs. Daniel KellyMs. Julie KowalskyMs. Vee KreitzMr. & Mrs. Ian KrestMs. Jennifer LaughlinMr. & Mrs. Richard LintzMr. Sidney L. LissnerMr. Andrew LockwoodMr. Richard LynchMs. Kelly MachadoMs. Rebecca McMurryMr. & Mrs. Clay McNerneyMr. & Mrs. Todd MillerMs. Teresa MinchewMr. Aqdas Muneer & Mrs. Tara AqdasMr. & Mrs. James NeedhamMs. Lisa NelsonMs. Carolyn OdegaardMr. & Mrs. Matthew PeeblesMs. Schuyler Richardson & Mr. Thomas EdmondsMs. Christiane RitcherMs. Jacqi RouecheMrs. Juli SeamanMs. Bonnie SewellMs. Pat ShoopMr. S. Bruce Smart, Jr.Mr. & Mrs. David SpencerCol. Hugh SproulMs. Gayle StaboMr. Will Mark Stevenson & Mr. Alan J. SavadaMs. Anne Sullivan

Charter MembersMr. Hideko TakahashiMr. & Mrs. Kiley TaylorMr. & Mrs. Tim TibbitsMr. Bill Toole & Ms. Phyllis HeffnerMr. & Mrs. Richard Tracey

Individual - $50Mr. Chris AndersMs. Beth BabcockMs. Margaret BardwellMs. Vicki BaturayMs. Nancy G. BedfordMs. Diana BenditMr. Ted BrennanMs. Pamela BrumfieldMrs. Magalen BryantMr. Scot BuffingtonMs. Ann CaldwellMs. Candace CampbellMs. Melissa CrosbyMr. Bill CrossMr. Andrew DangelMs. Robin DannelsMs. Bailey DavisMrs. Marsha DearloveMs. Donna DennisMr. John P. Dorrier, Jr. Ms. Judith GilmanMs. Jessie GinsburgMrs. Margaret GoodMs. Cynthia Guill-ReinholdMs. Cathy HandfordMs. Linda HarerMs. Joanne HartMrs. Robyn HarterMs. Alison HeadMr. George HeffnerMs. Dona HoffmanMr. Orrin IngramMs. Carol KennedyMs. Lori KimballMr. Dinwiddie LamptonLeesburg Garden ClubMr. Michael MartorelliMr. Matt McLaughlinMs. Linda Knox McLean

Mr. Bob MintonMs. Amy Marasco NewtonMs. Nancy ParsonsMs. Sally RasmussenMs. Patricia RaynerMs. Cindie ReinholdMr. Bill RodmanMs. Cathy RoeschMs. Susan SchardeinMs. Kimberly ShaverMs. Eleanor SlaterMr. Robert SmallMs. Judy SmithMs. Tracy SmithMr. T. Garrick SteeleMr. Donnie StrumMr. Dick WattersMs. BJ WebbMs. Jill WiddifieldMr. Dave WilsonMs. Kelly York

Business Leader - $1,000The Chef's TableGrandale FarmsLegends CateringL.H. Lindberg PhotographyOccasions CateringPurple Onion Catering Co.R&R CateringREHAURidgewells CateringRSVPSeasoned to TasteShenandoah Carriage Co., LLCSmokin Willy's BBQVintage 50

Business Sponsor - $500Bluebells FloristBrowning EquipmentBrookfield Site Development, Inc. Burnett & Williams Personal Injury LawyersUnited States Eventing Association, Inc.

BUSINESS MEMBERSHIP

Business Partner - $250Alisha McMaster PhotographyAmie Otto Photography Arianne Burtaine PhotographyBialeks MusicCourtney Middleton PhotographyDijio PhotographyEllen Zangla PhotographyGenevieve Leiper PhotographyHeykoop PhotographyHomewood Suites HiltonJoylyn Hannahs Photography, LLCKelly Ewell PhotographyL & M PhotographyMarket SalamanderMoxie PhotosTrue Wedding Events

LeadershipManagement Team

Frank MilliganExecutive Director

Judith WodynskiDirector of Development & Community Relations

Sheryl WilliamsBusiness Office Manager

Martin GravesBuildings & Grounds Manager

2011 Board of Trustees

Executive Committee:James HarrisPresident

Coe EldredgeVice President

Edith A. Cassidy - TreasurerMargaret Good - MemberKarl Riedel - MemberAnne Sullivan - Governance

Trustees:Peter BurnettAgnes Dizerega CookJoyce FinleyJill GruverMichael E. HoffmanNancy Parsons Peggy RustB.J. WebbHarold P. WilmerdingMark Winmill

Frank MilliganExecutive Director / Secretary to the Board

Honorary Member:Dr. Joseph M. Rogers

FinancialsMorven Park ended its fiscal year essentially level with 2010. In spite of its aggressive develop-ment of a new master site plan and new programs, the organization was successful in keeping expenses to a level that was a small fraction of 1 percent higher than the previous year.

Income was down slightly, by $133,003, mostly attributable to a slight decrease in the distribution from the Westmoreland Davis Memorial Foundation trust. Income from site rentals, admissions, and fundraising all increased over 2010.

For the entire Consolidated Statement of Activities (for the year ended December 31, 2011), visit our website: www.MorvenPark.org or click here.

Endowment65%

Tours & Special Events

13%

Site Rentals12%Contributions &

Membership4%

Investments3%Other

3%

Income

Personnel47%

Depreciation16%

Insurance & Professional Fees

11%

Utilities6%

Office Expenses6%

Programs & Special Events

5%

Maintenance5%

Advertising1%

Other3%

Expenses

Community Partners4-H Leaps and Squeaks Club

17th Mississippi Company G Reenactment UnitAgriculture in the Classroom

Allder School BerriesBelle Gray Farm

Boy Scout Troops 163, 1910, 553 and 998Dodona Manor

Green Alchemy Herb and Mercantile CompanyJourney Through Hallowed Ground

Liberty RiflesLoudoun Archeological Foundation

Loudoun County Bomb SquadLoudoun County Civil War Sesquicentennial CommitteeVirginia Cooperative Extension Loudoun County OfficeLoudoun County Rural Economic Development Council

Loudoun County Sheriff’s OfficeLoudoun Hunt Pony Club

Loudoun Hunt WestLoudoun Therapeutic Riding

Loudoun Volunteer Fire DepartmentLoudoun Volunteer Rescue Squad

Loudoun Wildlife ConservancyMasters of the Foxhounds Association

Mom’s Apple PieMoo Thru Ice Cream

Northern Virginia Regional Park AuthorityOatlands Plantation

Performing Arts MinistriesPink Shop/Very Virginia

Rear Rank ProductionsStar Performance

Thomas Balch LibraryTown of Leesburg

Tuscarora High SchoolVADA/NoVa

Virginia Department of TransportationVirginia Foxhound Association

Virginia Regional Pony ClubVirginia Tourism Corporation

Visit Loudoun

Morven Park thanks all of the following organizations and businesses that partnered with us on various projects and events in 2011. We are grateful for their donations of time, efforts, and expertise.

Year in Photos

Morven Park

The Westmoreland Davis Memorial FoundationP.O. Box 6228

Leesburg, VA 20178703.777.2414

www.MorvenPark.org