LONGWOOD GARDENS INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LONGWOOD GARDENS INC (EIN 51-0110625)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-07-27
- IRS object ID
- 202342089349100019
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-27T13:05:20-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510232475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVER & ROSSITER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2711 CENTERVILLE ROAD SUITE 100 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510110625 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGWOOD GARDENS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 6103881000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 501 | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193480501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS FISHER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6103881000 | PhoneNum |
| Signature | 2023-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENNIS | PersonFirstNm |
| Person Last | FISHER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER KENNEDY | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2023-07-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,303,150,390 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,230,864 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,064,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,064,716 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,064,716 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $208,279 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $208,279 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $208,279 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,271,626 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,599,986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,271,626 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $4,727,402 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $2,191,530 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $2,535,872 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $2,535,872 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $36,338,895 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $36,338,895 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $89,650,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,544,621 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,147,762 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,633,887 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $490,098 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,142,789 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,730,736 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $7,434,236 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,296,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,285,144 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $2,490,238 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,794,906 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $913,091 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $274,445 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $638,646 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $20,590 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $47,910 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,704,999 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,574,804 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,471,751 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,723,160 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,749,460 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $525,830 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $1,223,630 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158,956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $47,777 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $111,179 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,797,748 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $2,644,311 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,223,679 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $367,797 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $855,882 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,303,568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $208,279 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $17,954,133 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,471,312 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,569,768 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,783,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $41,721,206 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,305,914 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $312,756 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $312,756 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,882,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,783,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $41,721,206 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,618,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,232,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,761,538 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,426,556 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $214,884,699 | CashBOYAmt |
| Cash EOY | $139,707,228 | CashEOYAmt |
| Cash EOYFMV | $139,707,228 | CashEOYFMVAmt |
| Acct Rcvbl | $1,088,053 | AcctRcvblAmt |
| Acct Rcvbl BOY | $974,550 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,088,053 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,088,053 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $24,870,657 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $32,893,842 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $24,870,657 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $24,870,657 | PledgesRcvblEOYFMVAmt |
| Inventories BOY | $436,387 | InventoriesBOYAmt |
| Inventories EOY | $841,356 | InventoriesEOYAmt |
| Inventories EOYFMV | $841,356 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $1,203,685 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $761,663 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $761,663 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $21,243,885 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,343,916 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,343,916 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,139,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $907,714,875 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $796,614,261 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $796,614,261 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $461,027,254 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $140,103,998 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $239,391,019 | LandBOYAmt |
| Land EOY | $320,923,256 | LandEOYAmt |
| Land EOYFMV | $320,923,256 | LandEOYFMVAmt |
| Total Assets BOY | $1,437,882,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,303,150,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,303,150,390 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,496,428 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $28,434,799 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $3,237,977 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $3,784,761 | DeferredRevenueEOYAmt |
| Mortgages And Notes Payable BOY | $258,559,100 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $255,729,418 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $27,232,481 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,314,413 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $300,525,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $306,263,391 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,103,042,428 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $970,520,759 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $34,313,882 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $26,366,240 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,137,356,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $996,886,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,437,882,296 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,303,150,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,137,356,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,232,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,618,366 | OtherIncreasesAmt |
| Subtotal | $1,138,742,404 | SubtotalAmt |
| Other Decreases | $141,855,405 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $996,886,999 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT SALES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2022-09-30 | SoldDt |
| Gross Sales Price | $182,599,986 | GrossSalesPriceAmt |
| Cost Or Other Basis | $149,328,360 | CostOrOtherBasisAmt |
| Gain Or Loss | $33,271,626 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $33,271,626 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,271,626 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt Operating Foundations | Yes (X) | ExemptOperatingFoundationsInd |
| Ruling Letter | 1994-01-21 | RulingLetterDt |
| Not Applicable | N/A | NotApplicableCd |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ND | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LONGWOODGARDENS.ORG | WebsiteAddressTxt |
| Individual With Books | DENNIS R FISHER CPA | IndividualWithBooksNm |
| Phone | 6103881000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROUTE 1 PO BOX 501 | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MS JANE G PEPPER | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | CHAIR | 5.00 | $0 | $0 | $0 |
| MS MARGARETTA K STABLER | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | VICE CHAIR | 5.00 | $0 | $0 | $0 |
| MS MARGARET L LAIRD PHD | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MR C PORTER SCHUTT III | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TREASURER | 5.00 | $0 | $0 | $0 |
| MR MICHAEL BONTRAGER | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR GARRETT VAN S COPELAND | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR BENJAMIN F DU PONT | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR STEVEN B HUTTON | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR JAMES C COLLINS JR | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR WILLIAM H LUNGER | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR ROBIN W MORGAN PHD | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR ROBERT MCCRACKEN PECK | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR BLAINE T PHILLIPS JR | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR JASON PRIDE | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MS ANN C ROSE | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MS VALERIE J SILL CFA | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MS CYNTHIA DU PONT TOBIAS | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR GREGORY S WOLCOTT | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR THOMAS K WHITFORD | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MR PAUL B REDMAN | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | PRESIDENT AND CEO | 50.00 | $807,744 | $401,044 | $0 |
| MR DENNIS FISHER CPA | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | CHIEF FINANCIAL OFFICER | 50.00 | $315,711 | $109,388 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SHARON LOVING | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | VP HORTICULTURE | 50.00 | $334,698 | $118,430 | $0 |
| MAUREEN CONLEY | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | CHIEF EXPERIENCE AND | 50.00 | $295,191 | $47,186 | $0 |
| KENNETH GRABLEWSKI | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | VP OF FACILITIES | 50.00 | $288,758 | $28,586 | $0 |
| CHRISTOPHER BENEVENTO | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | VP GUEST SERVICES | 50.00 | $279,610 | $37,728 | $0 |
| SARAH CATHCART | ||||||||
| C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | VP ENGAGEMENT & LEAR | 50.00 | $213,166 | $19,515 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 201 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BANCROFT CONSTRUCTION CO INC | |||||
| 1300 N GRANT AVE SUITE 110 | WILMINGTON | DE | 19806 | CONSTRUCTION GENERAL CONTRACTOR | $61,423,625 |
| WEISSMANFREDI ARCHITECTS LLP | |||||
| 200 HUDSON STREET | NEW YORK | NY | 10013 | ARCHITECT | $2,879,812 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 100 SUMMER ST SUITE 13 | BOSTON | MA | 02110 | INVESTMENT ADVISOR | $1,567,501 |
| RESTAURANT ASSOCIATES INC | |||||
| 330 FIFTH AVE 5TH FLOOR | NEW YORK | NY | 10001 | RESTAURANT MANAGEMENT | $1,051,722 |
| ONE SIXTY OVER NINETY LLC | |||||
| 510 WALNUT STREET | PHILADELPHIA | PA | 19106 | CREATIVE CONSULTANTS | $1,011,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 116 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LONGWOOD GARDENS, INC., LOCATED IN KENNETT SQUARE, PENNSYLVANIA, IS THE LIVING LEGACY OF PIERRE S. DU PONT, BRINGING JOY AND INSPIRATION TO EVERYONE THROUGH THE BEAUTY OF NATURE, CONSERVATION AND LEARNING. WE ENVISION A WORLD WHERE BEAUTY IS ACCESSIBLE TO ALL. WE ARE LEADERS AND INNOVATORS IN THE ART AND SCIENCE OF HORTICULTURE. WE PRESENT EXTRAORDINARY EXPERIENCES TO BRING PLEASURE, FOSTER WELL-BEING, AND SPARK IMAGINATION. WE ENRICH SOCIETY THROUGH LEARNING AND TRAINING PROGRAMS, RESEARCH, STEWARDSHIP OF THE LAND, AND COMMUNITY ENGAGEMENT. | Description1Txt |
| Expenses1 | $118,738,704 | Expenses1Amt |
| Description2 | IN OCTOBER 2018, LONGWOOD CEMETERY LLC WAS FORMED TO ASSUME OWNERSHIP AND OPERATIONS OF THE CEMETERY WHICH ADJOINS LONGWOOD GARDENS. LONGWOOD GARDENS IS THE SOLE MEMBER OF LONGWOOD CEMETERY LLC. CHARTERED IN 1855, THE LONGWOOD CEMETERY HAS LONG SERVED AS A PLACE OF PEACE AND HAS HELPED TELL THE STORY OF SOME OF THE BRANDYWINE VALLEY'S MOST REVERED, FROM WAR HEROES TO ARDENT ABOLITIONISTS. THE CEMETERY SITS ON LAND ONCE GRANTED BY WILLIAM PENN, LOCATED DIRECTLY IN FRONT OF THE 1854 HISTORIC LONGWOOD MEETING HOUSE AND AT THE ENTRANCE TO LONGWOOD GARDENS. LONGWOOD GARDENS IS RESPONSIBLE FOR THE OPERATION, MAINTENANCE AND UP-KEEP OF THE CEMETERY. | Description2Txt |
| Expenses2 | $140,992 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $881,528,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,295,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,058,824,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,058,824,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,517,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $896,306,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,815,340 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,618,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $75,261,026 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $118,879,696 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1971-12-21 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,426,556 | CurrentYearAmt |
| Year1 | $1,467,368 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $710,936 | Year3Amt |
| Total | $6,604,860 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,762,573 | CurrentYearAmt |
| Year1 | $1,247,263 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $604,296 | Year3Amt |
| Total | $5,614,131 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $118,879,696 | CurrentYearAmt |
| Year1 | $65,524,959 | Year1Amt |
| Year2 | $60,730,372 | Year2Amt |
| Year3 | $47,490,689 | Year3Amt |
| Total | $292,625,716 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $118,879,696 | CurrentYearAmt |
| Year1 | $65,524,959 | Year1Amt |
| Year2 | $60,730,372 | Year2Amt |
| Year3 | $47,490,689 | Year3Amt |
| Total | $292,625,716 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $29,876,893 | CurrentYearAmt |
| Year1 | $29,346,581 | Year1Amt |
| Year2 | $24,997,955 | Year2Amt |
| Year3 | $24,586,977 | Year3Amt |
| Total | $108,808,406 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN PUBLIC GARDENS ASSOCIATION | |||||||
| 351 LONGWOOD RD | KENNETT SQUARE | PA | 19348 | NONE | PC | OPERATIONAL SUPPORT | $30,680 |
| CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL | |||||||
| 737 CONSTITUTION DR | EXTON | PA | 19341 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| DELAWARE CENTER FOR HORTICULTURE | |||||||
| 1810 NORTH DU PONT ST | WILMINGTON | DE | 19806 | NONE | PC | OPERATIONAL SUPPORT | $40,000 |
| KENNETT COLLABORATIVE | |||||||
| 106 W STATE ST | KENNETT SQUARE | PA | 19348 | NONE | PC | OPERATIONAL SUPPORT | $15,000 |
| KENNETT EDUCATION FOUNDATION | |||||||
| PO BOX 849 | KENNETT SQUARE | PA | 19348 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| KENNETT LIBRARY | |||||||
| 216 STATE ST | KENNETT SQUARE | PA | 19348 | NONE | PC | CAPITAL CAMPAIGN | $26,751 |
| ST JOHN THE BELOVED ATHLETIC ASSOCIATION | |||||||
| 211 WINTERTHUR LANE | NEWARK | DE | 19711 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| LONGWOOD FIRE COMPANY | |||||||
| 1001 E BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | NONE | PC | OPERATIONAL SUPPORT | $126,175 |
| CHADDS FORD HISTORICAL SOCIETY | |||||||
| 1736 CREEK ROAD | CHADDS FORD | PA | 19317 | NONE | PC | OPERATIONAL SUPPORT | $1,000 |
| VOICES UNDERGROUND | |||||||
| 455 BIRCH ST | KENNETT SQUARE | PA | 19348 | NONE | PC | OPERATIONAL SUPPORT | $5,000 |
| CHESTER COUNTY CHAMBER OF BUSINESS & INDUSTRY | |||||||
| 1600 PAOLI PIKE | MALVERN | PA | 19355 | NONE | PC | OPERATIONAL SUPPORT | $10,000 |
| AUBURN UNIVERSITY | |||||||
| 317 S COLLEGE ST | AUBURN | AL | 36849 | NONE | PC | SUPPORT FOR STUDENT TRAVEL | $21,650 |
| NATIONAL MS SOCIETY | |||||||
| 30 SOUTH 17TH ST | PHILADELPHIA | PA | 19103 | NONE | PC | EVENT SPONSOR | $5,000 |
| GARDEN CLUB FEDERATION OF PENNSYLVANIA | |||||||
| 102 E MANOA RD | HAVERTOWN | PA | 19083 | NONE | PC | EVENT SPONSOR | $2,000 |
| CASA GUANAJUANTO | |||||||
| PO BOX 1279 | KENNETT SQUARE | PA | 19348 | NONE | PC | EVENT SPONSOR | $2,500 |
| FAMILY PROMISE OF SOUTHERN CHESTER COUNTY | |||||||
| 1156 W BALTIMORE PIKE | KENNETT SQUARE | PA | 19348 | NONE | PC | EVENT SPONSOR | $1,000 |
| KENNETT AREA PARK AUTHORITY | |||||||
| PO BOX 1121 | KENNETT SQUARE | PA | 19348 | NONE | PC | EVENT SPONSORSHIP | $4,000 |
| JOHN BARTRAM ASSOCIATION | |||||||
| 54TH STREET LINDBURGH BLVD | PHILADELPHIA | PA | 19143 | NONE | PC | EVENT SPONSORSHIP | $10,000 |
| ELMWOOD PARK ZOO | |||||||
| 1661 HARDING BLVD | NORRISTOWN | PA | 19401 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| PHILADELPHIA UNION FEDERATION | |||||||
| 2501 SEAPORT DR | CHESTER | PA | 19013 | NONE | PC | OPERATIONAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $312,756 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| ADMISSIONS FEES | $19,359,352 | ||
| RESTAURANT INCOME | 03 | $14,900,369 | |
| CONTINUING EDUCATION | $256,323 | ||
| PERFORMING ARTS | $1,036,587 | ||
| FACILITIES RENTALS | $71,582 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,064,716 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,271,626 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,535,872 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS | 01 | $425,965 |
| 990-T REFUND | 01 | $288,717 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,951,393 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,259,716 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,211,109 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | ADMISSION INCOME ACCOUNTS FOR 40% OF OPERATING INCOME AND 17% OF TOTAL INCOME WITHOUT WHICH OUR GOAL OF PROVIDING A WORLD-CLASS HORTICULTURAL DISPLAY WOULD BE IMPOSSIBLE TO ACCOMPLISH. |
| 1C | CONTINUING EDUCATION COURSES ARE HORTICULTURALLY RELATED, THEREBY CREATING GREATER UNDERSTANDING AND APPRECIATION OF LONGWOOD'S EXEMPT PURPOSE. |
| 1D | LONGWOOD SPONSORS PERFORMANCES IN ITS OUTDOOR AMPHITHEATER, AND IN OTHER GARDEN LOCATIONS, WITH THE INTENTION OF ADDING TO THE GARDENS VISITATION EXPERIENCE AND CULTIVATING A GREATER HORTICULTURAL INTEREST IN THOSE WHO ATTEND. |
| 1E | FACILITY RENTALS ATTRACT NEW ATTENDEES AND GIVE THEM ACCESS TO LONGWOOD'S DISPLAYS AND EVENTS. |
| 10 | THE GARDEN SHOP SELLS HORTICULTURALLY INSPIRED ITEMS, SUCH AS PLANTS, SEEDS, AND OTHER ITEMS RELATED TO LONGWOOD GARDENS' MISSION. |
| 11A | MISCELLANEOUS INCOME INCLUDES REFUNDS AND REIMBURSEMENTS THAT OFFSET EXPENSES INCURRED DURING THE NORMAL COURSE OF BUSINESS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (40 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| FRANCIS H FRANCES M ABBOTT | |||||||
| 1 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| JAMES AVERILL | |||||||
| 2 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| AWARE FOUNDATION | |||||||
| 3 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $40,000 | Yes (X) | |
| BARBARA S REESE | |||||||
| 4 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| ROBERT BARTLETT | |||||||
| 5 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| DEAN O BERLON PAUL B REDMAN | |||||||
| 6 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,175 | Yes (X) | |
| J MICHAEL BONTRAGER | |||||||
| 7 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| DDM HORTICULTURAL | |||||||
| 8 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| DELAWARE CITY REFINERY LLC | |||||||
| 9 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $8,000 | Yes (X) | |
| D C DEWEES JR S A DEWEES | |||||||
| 10 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| LOUISA DUEMLING | |||||||
| 11 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| NANCY G FREDERICK | |||||||
| 12 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,438 | Yes (X) | |
| TODD HOLSON | |||||||
| 13 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| CATHARINE L HUSTON | |||||||
| 14 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| ANN S AND STEVEN B HUTTON | |||||||
| 15 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| CYNTHIA DEANS KAISER | |||||||
| 16 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| C VICTORIA KITCHELL | |||||||
| 17 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| ROBERT KRAPF | |||||||
| 18 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| THE LESLIE MILLER AND RICHARD WORLEY FOUNDATION | |||||||
| 19 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| RENEE LICKLE | |||||||
| 20 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| MARGARETTA BARTON COLTON TRUST | |||||||
| 21 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $6,000 | Yes (X) | |
| NOR'EASTER FOUNDATION | |||||||
| 22 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $25,000 | Yes (X) | |
| DOUG PAUL | |||||||
| 23 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $54,275 | Yes (X) | |
| STEPHANIE PIA | |||||||
| 24 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| SHEILA ROSS | |||||||
| 25 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $6,000 | Yes (X) | |
| HANNAH HR SHIPLEY | |||||||
| 26 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| SILL FAMILY CHARITABLE FUND | |||||||
| 27 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| MICHAEL STILLABOWER | |||||||
| 28 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| FUND FOR CHARITABLE GIVING - WHITFORD GIFT FUND | |||||||
| 29 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $25,000 | Yes (X) | |
| DIANA S WISTER | |||||||
| 30 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $25,000 | Yes (X) | |
| JR PETERS INC | |||||||
| 31 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| SMITHERS OASIS | |||||||
| 32 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $5,000 | Yes (X) | |
| WHITE FLOWER FARM | |||||||
| 33 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $12,500 | Yes (X) | |
| WALTERS GARDENS | |||||||
| 34 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $10,000 | Yes (X) | |
| PROVEN WINNERS | |||||||
| 35 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $20,000 | Yes (X) | |
| SYGENTA INC | |||||||
| 36 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $50,000 | Yes (X) | |
| CARL G BALL FAMILY FDN | |||||||
| 37 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $150,000 | Yes (X) | |
| BALL CORPORATION | |||||||
| 38 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $100,000 | Yes (X) | |
| M&T CHARITABLE FOUNDATION | |||||||
| 39 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $20,000 | Yes (X) | |
| CORTEVA | |||||||
| 40 | C/O LONGWOOD GARDENS PO BOX 501 | KENNETT SQUARE | PA | 19348 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 6 | 36 SHARES AAPL | $5,175 | 2021-10-14 |
| 23 | 310 SHARES OF AAPL | $54,275 | 2021-12-09 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $68,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,590 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,910 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ADDITION TO THE 1.5% CASH DEEMED FOR CHARITABLE ACTIVITIES, LONGWOOD GARDENS HAS $162,292,264 IN BOND PROCEEDS DESIGNATED FOR SPECIAL PROJECTS. | ShortExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,343,916 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $18,343,916 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHORT-TERM DEPOSITS | FMV | $38,985,742 | $38,985,742 |
| BOND MUTUAL FUNDS | FMV | $49,965,341 | $49,965,341 |
| DOMESTIC EQUITY MUTUAL FUNDS | FMV | $18,155,311 | $18,155,311 |
| GLOBAL EQUITY MUTUAL FUNDS | FMV | $50,886,470 | $50,886,470 |
| COMMODITIES | FMV | $3,794,289 | $3,794,289 |
| INSTITUTIONAL FUNDS MEASURED AT NAV | FMV | $137,765,569 | $137,765,569 |
| LP / PRIVATE EQUITIES AND VENTURE CAPITAL | FMV | $222,324,139 | $222,324,139 |
| LP / HEDGE FUNDS | FMV | $155,862,872 | $155,862,872 |
| LP / PUBLICLY TRADED | FMV | $118,874,528 | $118,874,528 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $913,091 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $274,445 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $638,646 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $141,668,438 |
| WRITE-OFF OF RETIRED FIXED ASSET | $186,967 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| RESTAURANT | $13,298,402 | $0 | $13,298,402 | $0 |
| OPERATING PROJECTS | $1,288,470 | $0 | $387,271 | $901,199 |
| OPERATING SUPPLIES AND GENERAL | $2,700,592 | $0 | $811,708 | $1,888,884 |
| UTILITIES AND HEATING FUELS | $1,397,366 | $0 | $420,002 | $977,364 |
| GROWING SUPPLIES | $1,334,549 | $0 | $401,121 | $933,428 |
| ADVERTISING | $1,780,499 | $0 | $535,159 | $1,245,340 |
| GENERAL INSURANCE | $1,234,956 | $0 | $371,187 | $863,769 |
| AUTO, TRUCK AND EQUIPMENT | $335,252 | $0 | $100,766 | $234,486 |
| COMPUTER RELATED | $797,670 | $0 | $239,753 | $557,917 |
| FEES, DUES AND SUBSCRIPTIONS | $1,217,873 | $0 | $366,052 | $851,821 |
| SAFETY PROGRAMS | $58,549 | $0 | $17,598 | $40,951 |
| EMPLOYEE RELATIONS | $131,562 | $0 | $39,543 | $92,019 |
| TRAINING | $449,745 | $0 | $135,178 | $314,567 |
| EXHIBITS | $1,670,675 | $0 | $502,150 | $1,168,525 |
| FIREWORKS | $114,544 | $0 | $34,428 | $80,116 |
| OTHER EVENTS & PROGRAMS | $231,843 | $0 | $69,684 | $162,159 |
| BOND ISSUANCE COSTS | $52,742 | $0 | $15,852 | $36,890 |
| REPAIRS AND MAINTAINENCE-RENTALS | $0 | $0 | $0 | $121,877 |
| REPAIRS AND MAINTENANCE | $208,279 | $208,279 | $208,279 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ADMISSIONS FEES | $19,359,352 | $19,359,352 |
| RESTAURANT INCOME | $14,900,369 | $14,900,369 |
| CONTINUING EDUCATION | $256,323 | $256,323 |
| PERFORMING ARTS | $1,036,587 | $1,036,587 |
| FACILITIES RENTALS | $71,582 | $71,582 |
| MISCELLANEOUS | $425,965 | $425,965 |
| 990-T REFUND | $288,717 | $288,717 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN POST-RETIREMENT AND PENSION BENEFITS LIABILITY | Desc |
| Amt | $7,618,366 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| AMOUNTS HELD ON BEHALF OF OTHERS | $42,139 | $133,016 |
| ACCRUED POST-RETIREMENT AND PENSION BENEFITS | $23,374,261 | $13,734,550 |
| CONSTRUCTION ADVANCES | $1,554,002 | $1,316,930 |
| INTEREST PAYABLE | $2,262,079 | $3,129,917 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORS | $9,743,488 | $9,743,488 | $7,064,716 | $0 |
| BANK CUSTODY FEES | $1,831,316 | $1,831,316 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $8,130,195 | $0 | $2,407,035 | $5,723,160 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES - REAL ESTATE/OTHER | $158,956 | $0 | $47,777 | $111,179 |
| $0 | $0 | $0 | $0 |