2018-07-02T09:58:13-05:00 2017-09-30 510232475 COVER & ROSSITER PA 62 ROCKFORD ROAD SUITE 200 WILMINGTON DE 19806 990PF 2016-10-01 510110625 LONGWOOD GARDENS INC LONG 6103881000 ROUTE 1 KENNETT SQUARE PA 193480501 DENNIS FISHER CHIEF FINANCIAL OFFICER 6103881000 2018-06-25 1 PETER KENNEDY P00571422 3026566632 2018-06-25 2016 2022-09-23 18:48:47Z X 968389638 X 48196 10353860 10353860 10353860 154479 154479 154479 -26612 19655466 19655466 19655466 1282485 36677202 0 36677202 66889203 30163805 48468026 778159 0 332071 446088 19779406 0 8440647 11338759 5922018 0 2527157 3394861 169145 0 72181 96964 57271 0 24440 32831 14597535 8472130 5666229 8931306 673413 0 287372 386041 365015 0 111090 149234 9131942 0 3896958 898635 0 383483 515152 26824933 181091 17579997 9244936 79197472 8653221 39321625 34536172 368250 368250 79565722 8653221 39321625 34904422 -12676519 21510584 9146401 1620158 5656027 5656027 759699 638866 759699 759699 11615000 33910000 11615000 11615000 216719 196448 196448 1444186 641287 641287 37974164 47588050 47588050 31286861 24375900 24375900 15471596 11624775 11624775 611348249 665949146 665949146 342871514 142888208 190280793 199983306 199983306 924191592 968389638 968389638 13774046 7550620 1186165 1232567 21900000 27550000 41738111 38667204 78598322 75000391 X 845584565 893369222 8705 20025 845593270 893389247 924191592 968389638 845593270 -12676519 60472496 893389247 0 893389247 SHORT TERM GAIN / LOSS P 2016-10-01 2017-09-30 1282485 1282485 1282485 LONG TERM GAIN / LOSS P 2015-10-01 2017-09-30 18372981 18372981 18372981 19655466 1282485 X 1994-01-21 N/A 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 PRESIDENT 5.00 0 0 0 MS MARGARETTA K STABLER C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VICE PRESIDENT 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 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 ANNE 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 40.00 467198 59579 0 MR DENNIS FISHER CPA C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP ADMIN AND CFO 40.00 224222 27160 0 SHARON LOVING C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP HORTICULTURE 40.00 236291 34882 0 MAUREEN CONLEY C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP MARKETING 40.00 215520 33212 0 CHRISTOPHER BENEVENTO C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP GUEST SERVICES 40.00 193410 30120 0 KENNETH GRABLEWSKI C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP FACILITIES 40.00 201720 19997 0 JULIE LANDGREBE C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 ASSOC. VP ADMIN & HR 40.00 155461 31312 0 156 BANCROFT CONSTRUCTION CO INC 1300 N GRANT AVE SUITE 110 WILMINGTON DE 19806 CONSTRUCTION GENERAL CONTRACTOR 19475998 RESTAURANT ASSOCIATES INC 330 FIFTH AVE 5TH FLOOR NEW YORK NY 10001 RESTAURANT MANAGEMENT 1541755 CAMBRIDGE ASSOCIATES LLC 100 SUMMER ST SUITE 13 BOSTON MA 02110 INVESTMENT ADVISOR 1524125 CROSSMEDIA INC 4001 MAIN STREET SUITE 310 PHILADELPHIA PA 19127 MARKETING CONSULTANT 1196645 WEISSMANFREDI ARCHITECTS LLP 200 HUDSON STREET FLOOR 10 NEW YORK NY 10013 ARCHITECT 1061732 84 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, 2017 SERVED IN EXCESS OF 1.5 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 $60,403,048. LONGWOOD GARDENS ALSO OFFERS A WIDE VARIETY OF CONTINUING EDUCATION COURSES DEALING WITH VARIOUS HORTICULTURAL SUBJECTS. 60403048 N/A 0 0 721674815 2326650 0 724001465 0 0 724001465 10860022 713141443 35657072 X 34904422 0 25498626 60403048 0 60403048 1971-12-21 X 9146401 8805191 7938897 11541899 37432388 7774441 7484412 6748062 9810614 31817530 60403048 87564745 51782586 39975948 239726327 0 0 0 0 0 60403048 87564745 51782586 39975948 239726327 0 0 23771381 23130467 24712747 24558627 96173222 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 250000 AMERICAN ORCHID SOCIETY 10091 OLD CUTLER RD CORAL GABLES FL 33156 NONE PC OPERATIONAL SUPPORT 1000 BARCLAY FRIENDS 700 N FRANKLIN ST WEST CHESTER PA 19380 NONE PC OPERATIONAL SUPPORT 1000 AVONDALE FIRE COMPANY 23 FIRE HOUSE WAY AVONDALE PA 19311 NONE PC OPERATIONAL SUPPORT 400 CHESTER COUNTY CONSERVATION DISTRICT - ENVIROTHON 688 UNIONVILLE ROADSUITE 200 KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 500 CHESTER COUNTY HISTORICAL SOCIETY 255 N HIGH STREET WEST CHESTER PA 19380 NONE PC OPERATIONAL SUPPORT 500 CHADDS FORD HISTORICAL SOCIETY 1736 CREEK RD PO BOX 27 CHADDS FORD PA 19317 NONE PC OPERATIONAL SUPPORT 1000 LONGWOOD FIRE COMPANY 1001 E BALTIMORE PIKE KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 70000 CHESTER COUNTY INTERMEDIATE UNIT 1525 E LINCOLN HWY COATESVILLE PA 19320 NONE PC OPERATIONAL SUPPORT 100 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 1100 KENNETT EDUCATION FOUNDATION PO BOX 849 KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 1000 THE LAND CONSERVANCY FOR SOUTHERN CHESTER COUNTY 541 CHANDLER MILL RD AVONDALE PA 19311 NONE PC OPERATIONAL SUPPORT 1000 THE LUNG ASSOCIATION 18 WYNFORD DR SUITE 401 TORONTO ON CA M3C OK8 NONE PC OPERATIONAL SUPPORT 500 NATIONAL WILDLIFE FOUNDATION 11100 WILDLIFE CENTER DR RESTON VA 201905362 NONE PC OPERATIONAL SUPPORT 1250 NATURAL LANDS TRUST 1199 CANNERY RD COATESVILLE PA 19320 NONE PC OPERATIONAL SUPPORT 250 NEMOURS - FUND FOR CHILDREN'S HEALTH 1600 ROCKLAND RD WILMINGTON DE 19803 NONE PC OPERATIONAL SUPPORT 500 UNIVERSITY OF DELAWARE 180 S COLLEGE AVE NEWARK DE 19716 NONE PC OPERATIONAL SUPPORT 4000 WYCK 6026 GERMANTOWN AVE PHILADELPHIA PA 19144 NONE PC OPERATIONAL SUPPORT 1050 ST JOHN THE BELOVED SCHOOL 905 MILLTOWN RD WILMINGTON DE 19808 NONE PC OPERATIONAL SUPPORT 100 368250 0 ADMISSIONS FEES 23201368 RESTAURANT INCOME 722320 387932 03 10640954 CONTINUING EDUCATION 434161 PERFORMING ARTS 614199 FACILITIES RENTALS 532000 34000 1429 14 10353860 16 -26612 18 19655466 MISCELLANEOUS 253266 ROYALTY INCOME 15 1109893 421932 41733561 24504423 66659916 1A ADMISSION INCOME ACCOUNTS FOR 63% OF OPERATING INCOME AND 27% 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 ARE AVAILABLE FOR CERTAIN MEETINGS AND SOCIAL FUNCTIONS. 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 M&T BANK CHARITABLE FOUNDATION C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 20000 X ACCOUNTING FEES 57271 0 24440 32831 AUTOS 2014-10-01 1477866 1268647 SL 0.000000000000 17093 0 0 EQUIPMENT, TOOLS, AND FURNISHINGS 2014-10-01 26060071 20427558 SL 0.000000000000 504393 0 0 LAND, BUILDING, AND IMPROVEMENTS 2014-10-01 314456637 112060061 SL 0.000000000000 8610456 0 0 PROJECTS IN PROCESS 2014-10-01 876940 SL 0.000000000000 0 0 0 DOMESTIC AND FOREIGN CORPORATE BONDS 11624775 11624775 COMMON STOCKS 24375900 24375900 47588050 47588050 0 0 SHORT-TERM DEPOSITS FMV 18870472 18870472 BOND MUTUAL FUNDS FMV 22967062 22967062 DOMESTIC EQUITY MUTUAL FUNDS FMV 307245 307245 GLOBAL EQUITY MUTUAL FUNDS FMV 16245026 16245026 LIMITED PARTNERSHIPS AND PRIVATE EQUITY FMV 607559341 607559341 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 169145 0 72181 96964 RESTAURANT 10511225 0 10511225 0 OPERATING PROJECTS 3031157 0 1293513 1737644 OPERATING SUPPLIES AND GENERAL 2706344 0 1154904 1551440 UTILITIES AND HEATING FUELS 1286282 0 548907 737375 GROWING SUPPLIES 1019233 0 434947 584286 ADVERTISING 2472762 0 1055224 1417538 GENERAL INSURANCE 849860 0 362669 487191 AUTO, TRUCK AND EQUIPMENT 229569 0 97966 131603 COMPUTER RELATED 744318 0 317630 426688 FEES, DUES AND SUBSCRIPTIONS 1034911 0 471509 563402 SAFETY PROGRAMS 82102 0 35036 47066 EMPLOYEE RELATIONS 132980 0 56748 76232 TRAINING 268257 0 114476 153781 EXHIBITS 481834 0 205617 276217 FIREWORKS 384000 0 163868 220132 OTHER EVENTS & PROGRAMS 1409008 0 601279 807729 REPAIRS AND MAINTENANCE - EXCESS 0 0 -26612 26612 REPAIRS AND MAINTENANCE 181091 181091 181091 0 ADMISSIONS FEES 23201368 23201368 RESTAURANT INCOME 11028886 11028886 CONTINUING EDUCATION 434161 434161 PERFORMING ARTS 614199 614199 FACILITIES RENTALS 35429 35429 MISCELLANEOUS 253266 253266 ROYALTY INCOME 1109893 1109893 UNREALIZED GAIN ON INVESTMENTS 57381121 CHANGE IN POST-RETIREMENT AND PENSION BENEFITS LIABILITY 3091375 AMOUNTS HELD ON BEHALF OF OTHERS 104567 86573 ACCRUED POST-RETIREMENT AND PENSION BENEFITS 41633544 38580631 INVESTMENT ADVISORS 8204834 8204834 2955979 5248855 BANK CUSTODY FEES 267296 267296 96300 170996 OTHER PROFESSIONAL FEES 6125405 0 2613950 3511455 TAXES - REAL ESTATE/OTHER 260324 0 111090 149234 990-T PAYMENTS 104691 0 0 0