LONGWOOD FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LONGWOOD FOUNDATION INC (EIN 51-0066734)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-06-03
- IRS object ID
- 202421559349100832
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2024-06-03T14:58:20-05:00 | ReturnTs |
| Tax Period End | 2023-09-30 | 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 | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 510066734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGWOOD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 3026838200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH STREET 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALD PENROSE | PersonNm |
| Person Title | ASST TREASURER | PersonTitleTxt |
| Phone | 3026838200 | PhoneNum |
| Signature | 2024-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERALD | PersonFirstNm |
| Person Last | PENROSE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER S KENNEDY CPA | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2024-06-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $807,087,298 | 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 | $440,597 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,419,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,419,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,459,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $186,288,467 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,459,330 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $396,106 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $390,987 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,715,921 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,270,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $378,413 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $189,207 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $189,206 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $891,945 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $139,208 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $752,737 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $469,265 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $121,305 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $347,960 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,193 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,596 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,597 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $59,644 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,822 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $29,822 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,730,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,987,198 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $743,211 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $398,237 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $22,288 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $63,934 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $129,587 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $64,793 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $64,794 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $48,818 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $24,409 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $24,409 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $534,438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $230,230 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $304,208 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,669,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,823,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,534,878 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,765,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,983,601 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,435,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,823,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,518,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,719,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,447,149 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434,716 | CashBOYAmt |
| Cash EOY | $687,581 | CashEOYAmt |
| Cash EOYFMV | $687,581 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $119,371,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,084,522 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,084,522 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $317,107 | AcctRcvblAmt |
| Acct Rcvbl BOY | $196,785 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $317,107 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $317,107 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $213,478 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $213,978 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $213,478 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $213,478 | PledgesRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $753,364 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $41,990 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $452,226 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $452,226 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,771,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,228,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,228,903 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $642,282,329 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $726,143,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $726,143,773 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $959,708 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $959,708 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $774,066,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $807,087,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $807,087,298 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $622,956 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $232,348 | AccountsPayableEOYAmt |
| Grants Payable BOY | $75,617,641 | GrantsPayableBOYAmt |
| Grants Payable EOY | $64,399,567 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $247,132 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $559,219 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $76,487,729 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $65,191,134 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $697,364,864 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $741,682,686 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $213,978 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $213,478 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $697,578,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $741,896,164 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $774,066,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $807,087,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $697,578,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,719,556 | ExcessRevenueOverExpensesAmt |
| Other Increases | $52,036,878 | OtherIncreasesAmt |
| Subtotal | $741,896,164 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $741,896,164 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | REALIZED GAIN/LOSS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $186,288,467 | GrossSalesPriceAmt |
| Cost Or Other Basis | $171,829,137 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,459,330 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,459,330 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,459,330 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $312,015 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $312,015 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $312,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $610,673 | 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 | $610,673 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $298,658 | OverpaymentAmt |
| Applied To ES Tax | $298,658 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | 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.LONGWOODFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026838200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH STREET 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ELEUTHERE I DU PONT II | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | PRESIDENT (EMPLOYEE / NON-VOTING) | 40.00 | $378,413 | $53,413 | $0 |
| DR M LYNNE DU PONT | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | VICE PRESIDENT & TRUSTEE | 1.00 | $0 | $0 | $0 |
| CRODERICK MARONEY | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | SECRETARY & TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES L COPELAND | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | CHAIRMAN & TRUSTEE | 1.00 | $0 | $0 | $0 |
| GERRET VAN S COPELAND | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NATALIE A DU P REESE | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELI R SHARP | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | TREASURER & TRUSTEE | 1.00 | $0 | $0 | $0 |
| TIMOTHY B WEYMOUTH | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 1.00 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| MARIA STECKER | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | SENIOR PROGRAM OFFIC | 40.00 | $185,588 | $38,965 | $0 |
| JERRY PENROSE | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | CONTROLLER | 40.00 | $162,019 | $37,693 | $0 |
| TAMARA C BROWN | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | PROGRAM OFFICER, LEA | 40.00 | $156,875 | $37,288 | $0 |
| SIERRA HARRIS | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | PROGRAM OFFICER, GRA | 40.00 | $93,333 | $17,700 | $0 |
| LAUREN A PETRUSKY | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | GRANTS ADMINISTRATOR | 40.00 | $84,075 | $20,848 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| WINDMARK INV PARTNERS | ||||||||||
| 2 RIGHTER PARKWAY SUITE 105 | WILMINGTON | DE | 19803 | INVESTMENT CONSULTING | $732,979 | |||||
| FOCUSED INVESTOR | ||||||||||
| 1999 AVENUE OF THE STARS SUITE 3320 | LOS ANGELES | CA | 90067 | INVESTMENT ADVICE | $434,737 | |||||
| KILTEARN INVESTMENT MANAGEMENT | ||||||||||
| INVESTMENT ADVICE | $324,723 | 3 EXCHANGE PLACE | EDINBURGH | SCOTLAND | UK | EH3 8BL | ||||
| FBW CONSULTING LLC | ||||||||||
| 231 BIRCHWOOD ROAD | LINDEN | NJ | 07036 | CONSULTING SERVICE | $262,115 | |||||
| CATCHAFIRE CONSULTING | ||||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | CONSULTING SERVICE | $118,193 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CATALYSTS TOGETHER LEADERSHIP COHORT PROGRAM | Description1Txt |
| Expenses1 | $162,604 | Expenses1Amt |
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 | $825,120,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $393,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $825,513,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $825,513,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,382,709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $813,131,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,656,563 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,656,563 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $312,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $312,015 | TotalTaxAmt |
| Distributable Before Adj | $40,344,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,344,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,344,548 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,518,479 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,518,479 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,344,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,614,613 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,518,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,614,613 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,903,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,440,682 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTMAKING TEAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 10TH ST STE 1109 | AddressLine1Txt |
| City | WILMNGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026838200 | RecipientPhoneNum |
| Form And Info And Materials | GRANT REQUESTS MUST BE SUBMITTED ON-LINE THROUGH OUR WEBSITE WWW.LONGWOODFOUNDATION.ORG FOLLOWING THE GUIDELINES SPECIFIED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 AND SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO DELAWARE AND KENNETT SQUARE, PENNSYLVANIA AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 4 YOUTH PRODUCTIONS INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | THREE-YEAR CAPACITY BUILDING PLAN | $160,000 |
| A BETTER CHANCE FOR OUR CHILDREN INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | DEVELOPMENT & POST-PERMANENCY POSITIONS | $163,000 |
| ACADEMIA ANTONIA ALONSO CHARTER SCHOOL | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SUPPORT AAACS EXPANSION | $600,000 |
| ALBERT EINSTEIN ACADEMY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | THE EXCELLENCE PROJECT | $50,000 |
| AMERICAN RED CROSS DELMARVA CHAPTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | WILMINGTON BLOOD DONOR CENTER | $150,000 |
| ARCHMERE ACADEMY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ENSURING STUDENT SUCCESS POST-COVID | $250,000 |
| BLACK MOTHERS IN POWER | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| BLINDSIGHT DELAWARE ENTERPRISES INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | EXPANDING EMPLOYMENT IN DELAWARE | $1,500,000 |
| BRANDYWINE BATTLEFIELD PARK ASSOCIATES | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | LIVING HISTORY INITIATIVE | $15,000 |
| BRANDYWINE CONSERVANCY & MUSEUM OF ART | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | COURTYARD EXPANSION AND IMPROVEMENTS | $600,000 |
| CALLIOPE PROJECT (MILTON THEATRE) | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | MILTON THEATRE RENAISSANCE INITIATIVE PHASE 2 | $250,000 |
| CAPITAL RINGERS INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING SUPPORT | $19,000 |
| CENTER FOR EFFECTIVE PHILANTHROPY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | UNRESTRICTED GIVING STUDY | $100,000 |
| CHILDREN'S BEACH HOUSE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | YOUTH DEVELOPMENT PROGRAM EXPANSION | $600,000 |
| CHRISTIANACARE HEALTH SERVICES | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SUPPORT SYSTEM ENHANCEMENTS | $400,000 |
| CLARENCE FRAIM SENIOR CENTER OF DE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | FRAIM PAVILION AND SIDEWALK TO COURTS | $100,000 |
| COMMUNITY EDUCATION BUILDING | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | POF | 2022-2052 FINANCING SUPPORT | $173,677 |
| CONNECTING GENERATIONS INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BUILDING AN EVALUATION INFRASTRUCTURE | $150,000 |
| CULTURE RESTORATION PROJECT INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | TO SUPPORT CAPACITY BUILDING, EDUCATION & ARTS | $250,000 |
| DELAWARE ALLIANCE FOR NONPROFIT ADVANCEMENT | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | STRENGTHEN NONPROFIT WORKFORCE/DIVERSITY | $800,000 |
| DELAWARE ARTS ALLIANCE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ADVOCACY AND ACTION TO SUPPORT THE ARTS | $75,000 |
| DELAWARE CHARTER SCHOOLS NETWORK | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | EQUITABLE TUITION TAX FUNDING | $250,000 |
| DELAWARE PUBLIC MEDIA | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BRINGING LOCAL NEWS TO DELAWAREANS | $275,000 |
| DELAWARE SKILLS CENTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SUPPORT BUSINESS DEVELOPMENT COORDINATOR PROJECT | $90,000 |
| DELAWARE STATE CHAMBER OF COMMERCE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | 501C6 | RESEARCH AND DEVELOPMENT OF NONPARTISAN EDUCATIONAL MATERIALS AND MEDIA. | $100,000 |
| DELAWARE SYMPHONY ORCHESTRA | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | DSO COMMUNITY ENGAGEMENT | $200,000 |
| DELAWARE THEATRE COMPANY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | MORE VISIBLE MORE ENGAGED MORE CONNECTED | $450,000 |
| DETV FOUNDATION INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | DETV COMMUNITY EXPANSION | $800,000 |
| DEVELOPING ARTIST COLLABORATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING SUPPORT | $150,000 |
| DOWN SYNDROME ASSOCIATION OF DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | FORMALIZING DSA DEVELOPMENT EFFORTS | $66,000 |
| EVANS SCHOLARS FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | DELAWARE CADDIE SCHOLAR PREP | $250,000 |
| EXCEPTIONAL CARE FOR CHILDREN | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | THE BRIDGE UNIT | $2,000,000 |
| FAMILY PROMISE OF NORTHERN NEW CASTLE COUNTY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | THE HOSPITALITY CENTER 2.0 EXPANSION | $500,000 |
| FOOD BANK OF DELAWARE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BUILDING HOPE IN MILFORD | $1,500,000 |
| FORGOTTEN CATS INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ONWARD AND UPWARD TO SAVING MORE LIVES | $500,000 |
| FREIRE FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | FCSW ATHLETIC FACILITY DEVELOPMENT | $1,375,000 |
| GAP MENTORING SCHOLARSHIP FUND | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GOOD SAMARITAN SERVICES | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GOOD SAMARITAN KENNETT EMERGENCY SHELTER | $284,000 |
| GREEN BERET PROJECT | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | THE GREEN BERET PROJECT | $200,000 |
| HAGLEY MUSEUM AND LIBRARY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BUILDING AUTOMATION SYSTEMS RENOVATION | $250,000 |
| HARPERS HEART | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| HUMANE ANIMAL PARTNERS | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | HAP STANTON/CHRISTIANA RENOVATION | $600,000 |
| INDEPENDENCE SCHOOL | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SAFETY AND SECURITY CAPITAL INVESTMENTS | $150,000 |
| INGLESIDE HOMES INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SUPPORT FACILITY UPGRADES | $250,000 |
| JEFFERSON STREET CENTER INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | JEFFERSON STREET CENTER COMMUNITY HUB | $63,403 |
| KALMAR NYCKEL FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | IMPROVING CAPACITY AND KNF EXPERIENCE | $90,000 |
| KENT CHAMBER CHOIR | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | PROJECT RESTORE | $6,000 |
| KIND TO KIDS FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | UGRAD EDUCATION PROGRAM- FOSTER CHILDREN | $600,000 |
| LEADING YOUTH THROUGH EMPOWERMENT | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CLOSE THE LOOP | $492,500 |
| LEARN FRESH EDUCATION CO | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NBA MATH HOOPS | $350,000 |
| LOCAL JOURNALISM INITIATIVE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SPOTLIGHT DELAWARE | $800,000 |
| MEET ME AT THE WELL FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | WELL SANCTUARY PROGRAM | $67,700 |
| MIGHTY WRITERS | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | MIGHTY WRITERS EL FUTURO KENNETT | $200,000 |
| NANTICOKE WATERSHED ALLIANCE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NANTICOKE RESTORATION ACCELERATION | $89,000 |
| NEIGHBORHOOD HOUSE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SECOND FLOOR RENOVATION PROJECT | $31,000 |
| NERDIT CARES | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | RELOCATING NERDIT CARES HQ TO WILMINGTON | $200,000 |
| NETWORK DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | THE CIVIC LEADERSHIP CAPACITY PROJECT | $100,000 |
| NEWARK CHARTER SCHOOL | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NEWARK CHARTER SCHOOL AUDITORIUM | $1,000,000 |
| NEWARK SENIOR CENTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NEWARK SENIOR CENTER EXPANSION | $750,000 |
| PHILANTHROPY DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | PHILANTHROPIC IMPACT AND ADVANCEMENT | $400,000 |
| SEAMENS CENTER OF WILMINGTON INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | IMMEDIATE NEED SAFETY UPGRADES | $70,000 |
| SHATTERPROOF | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | FIGHTING ADDICTION IN DELAWARE | $364,132 |
| SOUTHERN DELAWARE THERAPEUTIC AND RECREATIONAL HORSEBACK RIDING INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SADDLE UP CAMPAIGN | $262,500 |
| SPUR IMPACT ASSOCIATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SPUR IMPACT CAPACITY BUILDING GRANT | $600,000 |
| SURVIVOR VENTURES INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SURVIVORS TO ENTREPRENEURS | $350,000 |
| TECHNICALLY (FISCAL SPONSOR WILMINGTON ALLIANCE INC) | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ECONOMIC STORYTELLING BY TECHNICAL.LY | $250,000 |
| TEENSHARP | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | TEENSHARP ALUM CAREER/FINANCIAL COACHING | $550,000 |
| THE CHALLENGE PROGRAM | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CP FURNITURE STUDIO | $700,000 |
| THE GARAGE COMMUNITY AND YOUTH CENTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | YOUTH WELLNESS DEVELOPMENT PROGRAMS | $200,000 |
| THE MUSIC SCHOOL OF DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | THE LONGWOOD CHALLENGE | $100,000 |
| THE NATURE CONSERVANCY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CREATING A DE COASTAL RESILIENCY ROADMAP | $244,300 |
| THE NEWARK PARTNERSHIP | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NEWARK NOW | $100,000 |
| THE PHILANTHROPY ROUNDTABLE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | PROMOTE & PROTECT PHILANTHROPIC FREEDOM | $50,000 |
| THE TATNALL SCHOOL | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | EDERIC LIBRARY RENOVATION PROJECT | $475,000 |
| TODMORDEN FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | POF | BENNETT STREET REDEVELOPMENT | $1,200,000 |
| TRI-STATE BIRD RESCUE AND RESEARCH | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | EDUCATION AND OUTREACH COORDINATOR | $40,000 |
| UNITE FOR HER | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | UNITE FOR HER WELLNESS PROGRAM | $206,289 |
| UNLEASHING THE POWER OF PARTNERSHIP FOR LEARNING INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ELEVATING YOUTH VOICE IN DE SCHOOLS | $155,000 |
| URBANPROMISE MINISTRIES WILMINGTON | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NEIGHBORHOOD ASSET RENAISSANCE PROJECT | $250,000 |
| ZIP CODE WILMINGTON | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ZIPCODE '3 BY 3' EXPANSION PROJECT | $880,000 |
| DELAWARE ART MUSEUM | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SUPPORT FOR MUSEUM OPERATIONS | $500,000 |
| FIRST STATE EDUCATE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | IMPROVING EDUCATION IN DELAWARE | $39,600 |
| FIRST STATE EDUCATE ACTION FUND INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | 501C4 | RESEARCH AND DEVELOPMENT OF NONPARTISAN EDUCATIONAL MATERIALS | $41,500 |
| ST MICHAEL'S SCHOOL AND NURSERY INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SUPPORT RENOVATIONS AND BUILDING UPGRADES | $500,000 |
| REACH OUT AND READ INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | REACH OUT AND READ DELAWARE AFFILIATION | $250,000 |
| LONGWOOD GARDENS INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | EXEMPT OPERATING FOU | OPERATING SUPPORT | $8,000,000 |
| DELAWARE COMMUNITY FOUNDATION PROXIMITY PROJECT | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | FISCAL SPONSOR | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,983,601 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| JAY'S HOUSE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | JAYS HOUSE GENERAL OPERATING SUPPORT | $150,000 |
| COMMUNITY EDUCATION BUILDING | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PRIVATE OPERATING FO | 2022-2052 FINANCING SUPPORT | $48,073,328 |
| CHILDREN & FAMILIES FIRST | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NURSE FAMILY PARTNERSHIP | $176,239 |
| LONGWOOD GARDENS INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | EXEMPT OPERATING FOU | OPERATING SUPPORT | $16,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $64,399,567 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,419,888 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $396,106 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,459,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,275,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,275,324 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| FIRST STATE EDUCATE ACTION FUND INC | ||
| 1a(1) | $41,500 | THE PURPOSE OF THIS GRANT IS TO FUND FIRST STATE EDUCATE ACTION FUND, INC.'S EFFORTS TO IMPROVE EDUCATION IN THE STATE OF DELAWARE WITH THE GOAL TO BETTER PREPARE STUDENTS FOR THE OPPORTUNITY TO LEAD A PRODUCTIVE AND FULFILLING LIFE. GRANT DOLLARS WILL BE USED TO HELP SUPPORT THE RESEARCH AND DEVELOPMENT OF NONPARTISAN EDUCATIONAL MATERIALS DESCRIBING THE CHALLENGES FACING DELAWARE SCHOOLS. THIS GRANT WILL HELP TO BUILD THE INTERNAL CAPACITY NEEDED TO GROW THEIR EFFORTS STATEWIDE WITH THE GOAL OF BETTER STUDENT OUTCOMES IN DELAWARE. THE GRANT WAS DISTRIBUTED AND IS MAINTAINED IN COMPLIANCE WITH IRC SECTION 53.4945. |
| DELAWARE STATE CHAMBER OF COMMERCE | ||
| 1a(1) | $100,000 | THE PURPOSE OF THIS GRANT IS TO FUND THE DELAWARE STATE CHAMBER OF COMMERCE EDUCATIONAL EFFORTS TOWARDS CREATING JOBS, SUPPORTING NONPROFITS, PROMOTING A STRONG ECONOMY, AND IMPROVING THE QUALITY OF LIFE FOR DELAWAREANS. GRANT DOLLARS WILL BE USED TO HELP SUPPORT THE RESEARCH AND DEVELOPMENT OF NONPARTISAN EDUCATIONAL MATERIALS AND MEDIA. THE DELAWARE STATE CHAMBER OF COMMERCE MEMBERSHIP BASE COMPRISES MORE THAN 45 NONPROFITS WHO BENEFIT DIRECTLY FROM THEIR EFFORTS. THIS GRANT WAS DISTRIBUTED AND IS MAINTAINED IN COMPLIANCE WITH IRC SECTION 53-4945. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW CASTLE COUNTY DELAWARE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LONGWOOD FOUNDATION 100 W 10TH | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $440,597 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $59,644 | Amt |
| Net Investment Income | $29,822 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,822 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY EDUCATION BUILDING INC | |||||||||||
| 1200 NORTH FRENCH ST | WILMINGTON | DE | 19801 | 2020-11-25 | $1,300,000 | SOCIAL JUSTICE & EDUCATIONAL EQUITY | $1,300,000 | NO | 06/30/2021, 06/30/2022, 06/30/2023 | 2023-06-30 | LONGWOOD FOUNDATION HAS REPRESENTATIVES ON THE COMMUNITY EDUCATION BUILDING BOARD WHO SPECIFICALLY MONITOR THE USE OF GRANT FUNDS AND THE OVERALL FINANCIAL HEALTH OF THE ORGANIZATION, IN ADDITION TO ANNUAL REPORTING RECEIVED. LONGWOOD FOUNDATION HAS REVIEWED ALL REPORTING AND THERE HAS NOT BEEN ANY REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THOSE REPORTS. |
| COMMUNITY EDUCATION BUILDING INC | |||||||||||
| 1200 NORTH FRENCH ST | WILMINGTON | DE | 19801 | 2018-10-01 | $8,370,153 | DEBT SERVICE SUPPORT | $8,370,153 | NO | 06/30/2019, 06/30/2020, 06/30/2021, 06/30/2022, 06/30/2023 | 2023-06-30 | LONGWOOD FOUNDATION HAS REPRESENTATIVES ON THE COMMUNITY EDUCATION BUILDING BOARD WHO SPECIFICALLY MONITOR THE USE OF GRANT FUNDS AND THE OVERALL FINANCIAL HEALTH OF THE ORGANIZATION, IN ADDITION TO ANNUAL REPORTING RECEIVED. LONGWOOD FOUNDATION HAS REVIEWED ALL REPORTING AND THERE HAS NOT BEEN ANY REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THOSE REPORTS. |
| COMMUNITY EDUCATION BUILDING INC | |||||||||||
| 1200 NORTH FRENCH ST | WILMINGTON | DE | 19801 | 2022-12-01 | $1,003,524 | DEBT SERVICE GRANT | $1,003,524 | NO | 06/30/2023 | 2023-06-30 | LONGWOOD FOUNDATION HAS REPRESENTATIVES ON THE COMMUNITY EDUCATION BUILDING BOARD WHO SPECIFICALLY MONITOR THE USE OF GRANT FUNDS AND THE OVERALL FINANCIAL HEALTH OF THE ORGANIZATION, IN ADDITION TO ANNUAL REPORTING RECEIVED. LONGWOOD FOUNDATION HAS REVIEWED ALL REPORTING AND THERE HAS NOT BEEN ANY REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THOSE REPORTS. |
| ELIZABETH W MURPHEY SCHOOL INC | |||||||||||
| 42 KINGS HIGHWAY EAST | DOVER | DE | 19901 | 2022-05-25 | $225,000 | TRANSITIONAL LIVING HOUSING PHASE 3 | $225,000 | NO | 12/31/2022 | 2022-12-31 | LONGWOOD FOUNDATION HAS REVIEWED ALL REPORTING AND THERE HAS NOT BEEN ANY REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THOSE REPORTS. THE NEXT EXPENDITURE RESPONSIBILITY REPORT IS DUE WITHIN 3 MONTHS OF THE GRANTEE'S FISCAL YEAR END DATE OF 12/31/2023. |
| BRANDYWINE SHAD 2020 (AKA BRANDYWINE RIVER RESTORATION TRUST) | |||||||||||
| PO BOX 1689 | WILMINGTON | DE | 19899 | 2022-05-25 | $150,000 | CAPACITY BUILDING | $66,696 | NO | 12/31/2022 | 2022-12-31 | LONGWOOD FOUNDATION HAS REVIEWED ALL REPORTING AND THERE HAS NOT BEEN ANY REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THOSE REPORTS. THE NEXT EXPENDITURE RESPONSIBILITY REPORT IS DUE WITHIN 3 MONTHS OF THE GRANTEE'S FISCAL YEAR END DATE OF 12/31/2023. |
| FIRST STATE EDUCATE ACTION FUND INC | |||||||||||
| 100 WEST 10TH STREET | WILMINGTON | DE | 19801 | 2022-05-25 | $41,500 | THE PURPOSE OF THIS GRANT IS TO FUND FIRST STATE EDUCATE ACTION FUND, INC.'S EFFORTS TO IMPROVE EDUCATION IN THE STATE OF DELAWARE WITH THE GOAL TO BETTER PREPARE STUDENTS FOR THE OPPORTUNITY TO LEAD A PRODUCTIVE AND FULFILLING LIFE. GRANT DOLLARS WILL BE USED TO HELP SUPPORT THE RESEARCH AND DEVELOPMENT OF NONPARTISAN EDUCATIONAL MATERIALS DESCRIBING THE CHALLENGES FACING DELAWARE SCHOOLS. THIS GRANT WILL HELP TO BUILD THE INTERNAL CAPACITY NEEDED TO GROW EFFORTS STATEWIDE WITH THE GOAL OF BETTER STUDENT OUTCOMES IN DELAWARE. THIS GRANT WAS DISTRIBUTED AND IS MAINTAINED IN COMPLIANCE WITH IRC SECTION 53-4945. | $0 | NO | IN PROGRESS | THE EXPENDITURE RESPONSIBILITY REPORT IS DUE WITHIN 3 MONTHS OF THE GRANTEE'S FISCAL YEAR END DATE OF 12/31/2023. | |
| TODMORDEN FOUNDATION INC | |||||||||||
| 100 WEST 10TH STREET SUITE 1104 | WILMINGTON | DE | 19801 | 2023-05-17 | $1,200,000 | BENNETT STREET REDEVELOPMENT | $0 | NO | IN PROGRESS | THE EXPENDITURE RESPONSIBILITY REPORT IS DUE WITHIN 3 MONTHS OF THE GRANTEE'S FISCAL YEAR END DATE OF 12/31/2023. | |
| DELAWARE STATE CHAMBER OF COMMERCE | |||||||||||
| 1201 ORANGE STREET SUITE 200 | WILMINGTON | DE | 19801 | 2023-06-14 | $100,000 | THE PURPOSE OF THIS GRANT IS TO FUND THE DELAWARE STATE CHAMBER OF COMMERCE EDUCATIONAL EFFORTS TOWARDS CREATING JOBS, SUPPORTING NONPROFITS, PROMOTING A STRONG ECONOMY, AND IMPROVING THE QUALITY OF LIFE FOR DELAWAREANS. GRANT DOLLARS WILL BE USED TO HELP SUPPORT THE RESEARCH AND DEVELOPMENT OF NONPARTISAN EDUCATIONAL MATERIALS AND MEDIA. THE DELAWARE STATE CHAMBER OF COMMERCE MEMBERSHIP BASE COMPRISES MORE THAN 45 NONPROFITS WHO BENEFIT DIRECTLY FROM THEIR EFFORTS. THIS GRANT WAS DISTRIBUTED AND IS MAINTAINED IN COMPLIANCE WITH IRC SECTION 53-4945. | $0 | NO | IN PROGRESS | THE EXPENDITURE RESPONSIBILITY REPORT IS DUE WITHIN 3 MONTHS OF THE GRANTEE'S FISCAL YEAR END DATE OF 12/31/2023. | |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC EQUITIES | StockNm |
| EOY Book Value | $12,228,903 | EOYBookValueAmt |
| EOYFMV | $12,228,903 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $263,798,965 | $263,798,965 |
| COMMINGLED FUNDS | FMV | $324,113,276 | $324,113,276 |
| PRIVATE EQUITY FUNDS | FMV | $122,868,725 | $122,868,725 |
| SEPARATE ACCOUNTS | FMV | $15,362,807 | $15,362,807 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $29,193 | LegalFeesAmt |
| Net Investment Income | $14,596 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,597 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RIGHTS OF USE ASSETS- OPERATING LEASE | $516,061 | $516,061 |
| OTHER RECEIVABLES | $443,647 | $443,647 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $12,715 | $6,357 | $6,358 |
| SUPPLIES AND EQUIPMENT | $29,908 | $14,954 | $14,954 |
| COMPUTER EQUIPMENT | $16,591 | $8,295 | $8,296 |
| MISCELLANEOUS | $46,555 | $23,277 | $23,278 |
| TELEPHONE | $17,300 | $8,650 | $8,650 |
| INSURANCE | $12,129 | $6,064 | $6,065 |
| OFFICE RENOVATIONS | $325,266 | $162,633 | $162,633 |
| DUES & SUBSCRIPTIONS | $73,974 | $0 | $73,974 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST ON LOAN RECEIVABLE | $5,119 | $0 | $0 |
| OTHER K-1 INCOME | $390,987 | $390,987 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENTS | $51,832,088 |
| CHANGE IN VALUE - PENSION PLAN LIABILITY | $204,790 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACTUARIAL PENSION LIABILITY | $247,132 | $42,342 |
| LEASE LIABILITY-OPERATING | $0 | $516,877 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,977,836 | $4,977,836 | $0 |
| MANAGEMENT CONSULTANTS | $733,848 | $0 | $733,848 |
| COMPUTER CONSULTANT | $18,725 | $9,362 | $9,363 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $312,015 | $0 | $0 |
| PAYROLL TAXES | $86,222 | $22,288 | $63,934 |
Comments