2019-07-15T13:55:13-05:00 2018-09-30 510232475 COVER & ROSSITER PA 2711 CENTERVILLE ROAD SUITE 100 WILMINGTON DE 19808 990PF 2017-10-01 510110625 LONGWOOD GARDENS INC LONG 6103881000 ROUTE 1 KENNETT SQUARE PA 193480501 DENNIS FISHER CHIEF FINANCIAL OFFICER 6103881000 2019-07-15 1 PETER KENNEDY P00571422 3026566632 2019-07-09 40.129.204.45 2019-07-15 14:53:04 ED P 53B6915D354095AF7A940075C7D20CDE1071431D A00EC810DCDE717191E71904A5BF225DCD335097 2017 2019-02-21 02:37:17Z X 1003149022 X 40065939 7929148 7929148 7929148 152078 152078 152078 -38755 19540982 19540982 19540982 2357085 36304801 0 36304801 103992948 27622208 46743112 784394 0 335997 448357 21858131 0 9363478 12494693 6973853 0 2987420 3986433 154996 0 66396 88599 62152 0 26624 35528 15704072 9638680 6207477 9496595 609464 0 261079 348385 492107 0 189387 252720 7983702 0 3420013 953982 0 408661 545321 24603889 190833 16799567 7804322 80180742 9829513 40066099 35500953 305850 305850 80486592 9829513 40066099 35806803 23506356 17792695 6677013 5656027 5300355 5300355 770843 759699 770843 770843 40310000 11615000 40310000 40310000 196448 198312 198312 641287 735824 735824 47588050 27771900 27771900 24375900 14010639 14010639 11624775 0 0 665949146 715653926 715653926 349239694 150842471 199983306 198397223 198397223 968389638 1003149022 1003149022 7550620 4499831 1232567 1307650 27550000 38667204 31027318 75000391 36834799 X 893369222 926292098 0 40000000 20025 22125 893389247 966314223 968389638 1003149022 893389247 23506356 49418620 966314223 0 966314223 SHORT TERM GAIN/LOSS P 2017-10-01 2018-09-30 2357085 2357085 2357085 LONG TERM GAIN/LOSS P 2016-10-01 2018-09-30 17183897 17183897 17183897 19540982 2357085 X 1994-01-21 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE PA 1 1 0 0 0 1 WWW.LONGWOODGARDENS.ORG DENNIS R FISHER CPA 6103881000 ROUTE 1 PO BOX 501 KENNETT SQUARE PA 19348 1 CJ 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 MR MARGARET L LAIRD 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 DR RICHARD LIGHTY 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 DR ROBIN W MORGAN 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 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 531472 86458 0 MR DENNIS FISHER CPA C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP ADMIN AND CFO 50.00 252922 26443 0 SHARON LOVING C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP HORTICULTURE 50.00 267020 34060 0 MAUREEN CONLEY C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP MARKETING 50.00 241928 32376 0 CHRISTOPHER BENEVENTO C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP GUEST SERVICES 50.00 225903 31861 0 KENNETH GRABLEWSKI C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP FACILITIES 50.00 229145 20061 0 JULIE LANDGREBE C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 ASSOC. VP ADMIN & HR 50.00 170415 30667 0 171 BANCROFT CONSTRUCTION CO INC 1300 N GRANT AVE SUITE 110 WILMINGTON DE 19806 CONSTRUCTION GENERAL CONTRACTOR 7284089 CAMBRIDGE ASSOCIATES LLC 100 SUMMER ST SUITE 13 BOSTON MA 02110 INVESTMENT ADVISOR 1579626 RESTAURANT ASSOCIATES INC 330 FIFTH AVE 5TH FLOOR NEW YORK NY 10001 RESTAURANT MANAGEMENT 1519757 CROSSMEDIA INC 4001 MAIN STREET SUITE 310 PHILADELPHIA PA 19127 MARKETING CONSULTANT 1319635 KLINE HILL PARTNERS 325 GREENWICH AVE 3RD FLOOR GREENWICH CT 06830 INVESTMENT MANAGER 790161 74 LONGWOOD GARDENS, INC., LOCATED IN KENNETT SQUARE, PENNSYLVANIA, IS THE LIVING LEGACY OF PIERRE S. DU PONT, INSPIRING PEOPLE THROUGH EXCELLENCE IN GARDEN DESIGN, HORTICULTURE, EDUCATION, AND THE ARTS. LONGWOOD GARDENS IS OPEN YEAR-ROUND AND DURING THE YEAR ENDED SEPTEMBER 30, 2018 SERVED IN EXCESS OF 1.4 MILLION VISITORS. LONGWOOD GARDENS SPONSORS AN ANNUAL MEETING OF THE VISITING COMMITTEE, WHICH REVIEWS THE OVERALL OPERATION OF THE GARDENS AND ISSUES A CONSENSUS REPORT OFFERING VARIOUS METHODS FOR IMPROVEMENT. TOTAL EXPENSES FOR DIRECT CHARITABLE ACTIVITIES WERE $70,847,912. LONGWOOD GARDENS ALSO OFFERS A WIDE VARIETY OF CONTINUING EDUCATION COURSES DEALING WITH VARIOUS HORTICULTURAL SUBJECTS. 44520810 N/A 0 0 753487169 5478191 0 758965360 0 0 758965360 11384480 747580880 37379044 X 35806803 0 8714007 44520810 0 44520810 1971-12-21 X 6677013 9146401 8805191 7938897 32567502 5675461 7774441 7484412 6748062 27682377 44520810 60403048 87564745 51782586 244271189 0 0 0 0 0 44520810 60403048 87564745 51782586 244271189 0 0 24919363 23771381 23130467 24712747 96533958 0 0 0 0 X AMERICAN PUBLIC GARDENS ASSOCIATION 351 LONGWOOD RD KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 30000 AMERICAN SOCIETY FOR HORTICULTURAL SCIENCE 1018 DUKE ST ALEXANDRIA VA 22314 NONE PC OPERATIONAL SUPPORT 252500 AMERICAN HORTICULTURAL SOCIETY NATIONAL CHILDREN & YOUTH GARDEN SYMPOSIUM PO BOX 6356 ALEXANDRIA VA 223066356 NONE PC OPERATIONAL SUPPORT 5000 BARCLAY FRIENDS 700 N FRANKLIN ST WEST CHESTER PA 19380 NONE PC OPERATIONAL SUPPORT 1000 CHADDS FORD HISTORICAL SOCIETY 1736 CREEK RD PO BOX 27 CHADDS FORD PA 19317 NONE PC OPERATIONAL SUPPORT 1000 CHESTER COUNTY HISTORICAL SOCIETY 255 N HIGH STREET WEST CHESTER PA 19380 NONE PC OPERATIONAL SUPPORT 1000 DELAWARE FUTURES 1104 NORTH ADAMS STREET WILMINGTON DE 19801 NONE PC OPERATIONAL SUPPORT 5000 HISTORIC KENNETT SQUARE 106 WEST STATE ST KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 3000 KENNETT AFTER SCHOOL ASSOC PO BOX 1068 KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 1000 KENNETT EDUCATION FOUNDATION PO BOX 849 KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 1000 KENNETT AREA PARK AUTHORITY (KAPA) PO BOX 1121 KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 1000 PETER LINDTNER SAVE THE BEES FUND 1118 COTSWOLD LANE WEST CHESTER PA 193803704 NONE PC OPERATIONAL SUPPORT 1000 THE LAND CONSERVANCY FOR SOUTHERN CHESTER COUNTY 541 CHANDLER MILL RD AVONDALE PA 19311 NONE PC OPERATIONAL SUPPORT 1000 PRESERVATION ALLIANCE 1608 WALNUT STREET SUITE 804 PHILADELPHIA PA 19103 NONE PC OPERATIONAL SUPPORT 500 RUTGERS THE STATE UNIVERSITY OF NJ 112 RYDERS LANE NEW BRUNSWICK NJ 08901 NONE PC OPERATIONAL SUPPORT 500 THE WYCK ASSOCIATION 6026 GERMANTOWN AVE PHILADELPHIA PA 19144 NONE PC OPERATIONAL SUPPORT 1350 305850 0 ADMISSIONS FEES 22592625 RESTAURANT INCOME 03 10937937 CONTINUING EDUCATION 547604 PERFORMING ARTS 760799 FACILITIES RENTALS 54655 14 7929148 16 -38755 523000 501211 18 19039771 MISCELLANEOUS 201185 ROYALTY INCOME 15 1209996 501211 39078097 24156868 63736176 1A ADMISSION INCOME ACCOUNTS FOR 62% 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. 11A MISCELLANEOUS INCOME INCLUDES REFUNDS AND REIMBURSEMENTS THAT OFFSET EXPENSES INCURRED DURING THE NORMAL COURSE OF BUSINESS. 0 0 0 0 0 0 0 0 0 0 X X 1 PERSHING LLC C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 10000 X 2 N HAYWARD C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 10000 X 3 M&T BANK CHARITABLE FOUNDATION C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 20000 X 4 LONGWOOD FOUNDATION C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 40000000 X 4 PLEDGE 40000000 2018-09-30 ACCOUNTING FEES 62152 0 26624 35528 AUTOS 2014-10-01 1477866 1285740 SL 0.000000000000 0 0 0 EQUIPMENT, TOOLS, AND FURNISHINGS 2014-10-01 26060071 20931951 SL 0.000000000000 0 0 0 LAND, BUILDING, AND IMPROVEMENTS 2014-10-01 314456637 120670517 SL 0.000000000000 0 0 0 PROJECTS IN PROCESS 2014-10-01 876940 SL 0.000000000000 0 0 0 COMMON STOCKS 14010639 14010639 27771900 27771900 0 0 SHORT-TERM DEPOSITS FMV 25395662 25395662 BOND MUTUAL FUNDS FMV 45316957 45316957 DOMESTIC EQUITY MUTUAL FUNDS FMV 341518 341518 GLOBAL EQUITY MUTUAL FUNDS FMV 47831455 47831455 LIMITED PARTNERSHIPS AND PRIVATE EQUITY FMV 596768334 596768334 AUTOS 1477866 1285740 192126 EQUIPMENT, TOOLS, AND FURNISHINGS 26060071 20931951 5128120 LAND, BUILDING, AND IMPROVEMENTS 314456637 120670517 193786120 PROJECTS IN PROCESS 876940 0 876940 LEGAL FEES 154996 0 66396 88599 RESTAURANT 11084640 0 10937937 146703 OPERATING PROJECTS 1313897 0 562840 751057 OPERATING SUPPLIES AND GENERAL 2416606 0 1035212 1381394 UTILITIES AND HEATING FUELS 1402201 0 600667 801534 GROWING SUPPLIES 1069361 0 458087 611274 ADVERTISING 2492621 0 1067775 1424846 GENERAL INSURANCE 872552 0 373779 498773 AUTO, TRUCK AND EQUIPMENT 249203 0 106752 142451 COMPUTER RELATED 855137 0 366319 488818 FEES, DUES AND SUBSCRIPTIONS 1146681 0 491209 655472 SAFETY PROGRAMS 80893 0 34652 46241 EMPLOYEE RELATIONS 135875 0 58205 77670 TRAINING 460217 0 197145 263072 EXHIBITS 6813 0 2919 3894 FIREWORKS 459082 0 196659 262423 OTHER EVENTS & PROGRAMS 367277 0 157332 209945 REPAIRS AND MAINTENANCE - EXCESS 0 0 -38755 38755 REPAIRS AND MAINTENANCE 190833 190833 190833 0 ADMISSIONS FEES 22592625 22592625 RESTAURANT INCOME 10937937 10937937 CONTINUING EDUCATION 547604 547604 PERFORMING ARTS 760799 760799 FACILITIES RENTALS 54655 54655 MISCELLANEOUS 201185 201185 ROYALTY INCOME 1209996 1209996 UNREALIZED GAIN ON INVESTMENTS 39487129 CHANGE IN POST-RETIREMENT AND PENSION BENEFITS LIABILITY 9931491 AMOUNTS HELD ON BEHALF OF OTHERS 86573 100974 ACCRUED POST-RETIREMENT AND PENSION BENEFITS 38580631 28726344 CONSTRUCTION ADVANCES 0 2200000 INVESTMENT ADVISORS 9327717 9327717 3492778 5834939 BANK CUSTODY FEES 310963 310963 116441 194522 OTHER PROFESSIONAL FEES 6065392 0 2598258 3467134 TAXES - REAL ESTATE/OTHER 412075 0 176522 235553 990-T PAYMENTS 50000 0 0 0 UNEMPLOYMENT 30032 0 12865 17167