LONGWOOD FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LONGWOOD FOUNDATION INC (EIN 51-0066734)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-03
- IRS object ID
- 202322159349100412
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-03T14:17:46-05:00 | 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 | 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 | 2023-08-03 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER S KENNEDY CPA | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2023-08-03 | 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 | $774,066,571 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,650,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,650,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,520,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,204,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,513,818 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,364 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,364 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $118,173,689 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,167,218 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $353,657 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $176,828 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $176,829 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $623,458 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $120,730 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $502,728 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $482,464 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $241,232 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $241,232 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $49,963 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,981 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,982 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,496 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,248 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,248 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,670,543 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,288,424 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $382,119 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,624,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,780 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $32,717 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $101,973 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $50,986 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $50,987 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $34,138 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $17,069 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,069 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $471,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $355,823 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $115,685 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,446,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,330,101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,561,596 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,718,397 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,679,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,164,630 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,330,101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,241,371 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,009,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,837,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,667,005 | CashBOYAmt |
| Cash EOY | $434,716 | CashEOYAmt |
| Cash EOYFMV | $434,716 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,226,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,371,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,371,692 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $196,785 | AcctRcvblAmt |
| Acct Rcvbl EOY | $196,785 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $196,785 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $213,978 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $214,478 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $213,978 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $213,978 | PledgesRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $753,364 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $753,364 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $753,364 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $40,927 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $41,990 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $41,990 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,648,927 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,771,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,771,717 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $907,839,202 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $642,282,329 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $642,282,329 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $237,073 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $993,874,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $774,066,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $774,066,571 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $796,925 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $622,956 | AccountsPayableEOYAmt |
| Grants Payable BOY | $70,579,019 | GrantsPayableBOYAmt |
| Grants Payable EOY | $75,617,641 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $247,132 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $71,375,944 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,487,729 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $922,283,820 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $697,364,864 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $214,478 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $213,978 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $922,498,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $697,578,842 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $993,874,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $774,066,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $922,498,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,009,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $994,507,357 | SubtotalAmt |
| Other Decreases | $296,928,515 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $697,578,842 | 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 | $160,204,294 | GrossSalesPriceAmt |
| Cost Or Other Basis | $57,690,476 | CostOrOtherBasisAmt |
| Gain Or Loss | $102,513,818 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $102,513,818 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,513,818 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,554,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,554,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,554,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,190,209 | 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 | $1,190,209 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $364,327 | 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 |
| 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 | $353,657 | $57,318 | $0 |
| DR M LYNNE DU PONT | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | VICE PRESIDENT & TRUSTEE | 2.00 | $0 | $0 | $0 |
| CRODERICK MARONEY | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | SECRETARY & TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHARLES L COPELAND | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | CHAIRMAN & TRUSTEE | 2.00 | $0 | $0 | $0 |
| GERRET VAN S COPELAND | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NATALIE A DU P REESE | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELI R SHARP | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | TREASURER & TRUSTEE | 2.00 | $0 | $0 | $0 |
| TIMOTHY B WEYMOUTH | |||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST STE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 2.00 | $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 |
|---|---|---|---|---|---|---|---|---|
| JERRY PENROSE | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | CONTROLLER | 40.00 | $151,646 | $37,509 | $0 |
| MARIA STECKER | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | SENIOR PROGRAM OFFIC | 40.00 | $127,890 | $43,614 | $0 |
| CHRISTINA GENTILE-PAYTAS | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | PROGRAM OFFICER, LEA | 40.00 | $89,808 | $30,559 | $0 |
| SANDRA S DREW | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | ACCOUNTANT | 40.00 | $77,731 | $32,362 | $0 |
| LAUREN A PETRUSKY | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | GRANTS ADMINISTRATOR | 40.00 | $73,338 | $19,893 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | 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 | $847,849 | |||||
| FOCUSED INVESTOR | ||||||||||
| 1999 AVENUE OF THE STARS SUITE 3320 | LOS ANGELES | CA | 90067 | INVESTMENT ADVICE | $500,965 | |||||
| KILTEARN INVESTMENT MANAGEMENT | ||||||||||
| INVESTMENT ADVICE | $367,453 | 3 EXCHANGE PLACE | EDINBURGH | SCOTLAND | UK | EH3 8BL | ||||
| BAILLIE GIFFORD | ||||||||||
| 780 3RD AVE | NEW YORK | NY | 10017 | INVESTMENT CONSULTING | $336,714 | |||||
| HIGHCLERE INTERNATIONAL INVESTORS | ||||||||||
| 8 WRIGHT STREET SUITE 107 | WESTPORT | CT | 06880 | INVESTMENT ADVICE | $154,565 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 4 | ContractorPaidOver50kCnt |
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 | $918,081,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $240,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $918,321,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $918,321,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,774,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $904,546,615 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,227,331 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,227,331 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,554,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,554,536 | TotalTaxAmt |
| Distributable Before Adj | $43,672,795 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,672,795 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,672,795 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,241,371 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,241,371 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,672,795 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $183,189 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,241,371 | QualifyingDistributionsAmt |
| Applied To Year1 | $183,189 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,058,182 | 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 | $10,614,613 | 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 (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 4TH-DIMENSION LEADERS | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SCALING THE EQUITY PRACTITIONER PROGRAM | $200,000 |
| 50CAN INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING SUPPORT | $400,000 |
| AMANECER COUNSELING & RESOURCE CENTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BEHAVIORAL HEALTH WORKFORCE DEVELOPMENT | $442,338 |
| ASPIRA OF DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ASPIRA ACADEMY EXPANSION PROJECT | $1,001,442 |
| BELLEVUE COMMUNITY CENTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | FACILITY RENOVATION PROJECT | $175,000 |
| BOYS AND GIRLS CLUBS OF DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | OAK ORCHARD CLUB EXPANSION | $300,000 |
| BRANDYWINE SHAD 2020 (AKA BRANDYWINE RIVER RESTORATION TRUST) | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PRIVATE OPERATING FO | CAPACITY BUILDING | $150,000 |
| CAESAR RODNEY INSTITUTE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | OPERATING AND CAPACITY BUILDING SUPPORT | $162,500 |
| CENTER FOR STRUCTURAL EQUITY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ADDRESSING GUN VIOLENCE IN WILMINGTON | $600,000 |
| CHILDREN & FAMILIES FIRST DELAWARE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NURSE FAMILY PARTNERSHIP PROGRAM | $1,800,000 |
| CITYFEST INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NEIGHBORHOOD REVITALIZATION PROJECT | $425,000 |
| COMMUNITY LEGAL AID SOCIETY INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | EVICTION DEFENSE PROJECT | $400,000 |
| CONSERVATION INNOVATION FUND | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BRANDYWINE REVOLVING WATER FUND | $200,000 |
| DELAWARE ART MUSEUM | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SUPPORT FOR MUSEUM OPERATIONS | $500,000 |
| 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 CENTER FOR JUSTICE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CAPACITY BUILDING | $310,000 |
| DELAWARE COALITION AGAINST DOMESTIC VIOLENCE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | COMMUNITY HEALTH WORKER INITIATIVE | $400,000 |
| DELAWARE COMMUNITY REINVESTMENT ACTION COUNCIL INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | DCRAC LAW: ESTATE PLANNING | $100,000 |
| DELAWARE SAFETY COUNCIL INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CAPACITY BUILDING GRANT | $115,000 |
| DELAWARE TECHNICAL & COMMUNITY COLLEGE EDUCATIONAL FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CULINARY ARTS KITCHEN EXPANSION | $1,200,000 |
| DELAWARE VOLUNTEER ORGANIZATIONS ACTIVE IN DISASTER (DEVOAD) | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ELEVENTH STREET BRIDGE RESTORATION | $176,000 |
| ELIZABETH W MURPHEY SCHOOL INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PF | TRANSITIONAL LIVING HOUSING | $225,000 |
| FAITHFUL FRIENDS | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BUILDING COMPASSION CAMPAIGN | $150,000 |
| FIRST COMMUNITY FOUNDATION FKA EASTSIDE COMMUNITY LEARNING CENTER FOUNDAT | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CHEMOURS STEM HUB PROJECT | $800,000 |
| FIRST STATE EDUCATE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | IMPROVING EDUCATION IN DELAWARE | $650,000 |
| FIRST STATE SQUASH INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | THE FIRST STATE SQUASH COURT CAMPAIGN | $250,000 |
| FRIENDS OF HOCKESSIN COLORED SCHOOL 107 INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CAPITAL SUPPORT FOR RENOVATIONS | $250,000 |
| FRIENDSHIP HOUSE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SUPPORT NEW TRANSITIONAL HOUSING | $200,000 |
| IMPACT LIFE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CAPACITY BUILDING | $400,000 |
| KENNETT AFTER-SCHOOL ASSOCIATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | AFTER-THE-BELL PROGRAM | $7,800 |
| KENNETT SYMPHONY ORCHESTRA | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| KINGSWOOD COMMUNITY CENTER INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CAPITAL SUPPORT FOR NEW FACILITY | $1,600,000 |
| LEADERSHIP DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| LIMEN HOUSE INC (ALSO FORMER TRIAD MINISTRY INC) | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CAPITAL & TRANSPORTATION IMPROVEMENTS | $150,000 |
| LITTLE SISTERS OF THE POOR | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SHARE THE CARE RENOVATIONS | $300,000 |
| LUTHERAN SENIOR SERVICES INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | LUTHER TOWERS BATHROOM RENOVATIONS | $150,000 |
| MAKE-A-WISH FOUNDATION OF PHILADELPHIA DELAWARE & SUSQUEHANNA VALLEY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING & CAPACITY BUILDING SUPPORT | $90,000 |
| NATIVITY PREPARATORY SCHOOL OF WILMINGTON | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | STUDENT SERVICES PROGRAM | $130,000 |
| NEWARK UNION CORPORATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | HISTORIC NEWARK UNION CHURCH RESTORATION | $19,880 |
| READING ASSIST INSTITUTE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | READING ASSIST PRODUCT EXPANSION | $1,200,000 |
| REHOBOTH BEACH HISTORICAL SOCIETY INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | REHOBOTH BEACH MUSEUM HVAC REPLACEMENT | $30,000 |
| RELAY GRADUATE SCHOOL OF EDUCATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | RELAY DELAWARE PROGRAM EXPANSION | $400,000 |
| SAINT MARK'S HIGH SCHOOL | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CENTER FOR THE FINE AND PERFORMING ARTS | $250,000 |
| SCIENCE TECHNOLOGY AND RESEARCH INSTITUTE OF DELAWARE (STRIDE) | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | SOCIAL VENTURE FOR SAFE DRINKING WATER | $500,000 |
| SOCIAL FINANCE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | NURSE FAMILY PARTNERSHIP PROGRAM | $200,000 |
| SUNDAY BREAKFAST MISSION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | MISSION NEXT LEVEL CAPITAL CAMPAIGN | $800,000 |
| SUPPORTING KIDDS INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CAPACITY BUILDING | $206,815 |
| SUSSEX MONTESSORI SCHOOL | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CAPITAL SUPPORT FOR FACILITY RENOVATIONS AND EXPANSION | $800,000 |
| THE DELAWARE CONTEMPORARY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| THE PROXIMITY PROJECT | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | HARAMBEE DELAWARE INITIATIVE | $100,000 |
| THE SPRINGBOARD COLLABORATIVE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | GEORGETOWN PALLET SHELTER VILLAGE | $800,000 |
| THE SUMMER LEARNING COLLABORATIVE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | COMMUNITY MENTOR NETWORK EXPANSION | $250,000 |
| UNITED WAY OF CHESTER COUNTY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | UNITED WAY COMMUNITY IMPACT FUND | $90,000 |
| UNITED WAY OF DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | DRJC LEARNING POD COLLABORATIVE & FREEDOM SCHOOLS | $500,000 |
| UNITED WAY OF SOUTHERN CHESTER COUNTY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | HEALTH AND HUMAN SERVICE NEEDS | $76,000 |
| WILMINGTON ALLIANCE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | EQUITABLE ECONOMIC MOBILITY FOR CITIZENS | $800,000 |
| WILMINGTON CONCERT OPERA | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BUDGET EXPANSION SUPPORT | $22,000 |
| WILMINGTON INSTITUTE FREE LIBRARY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | EXPANDING THE NORTH WILMINGTON LIBRARY | $360,000 |
| AMERICAN RED CROSS DELMARVA CHAPTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | HURRICANE IDA RELIEF | $90,000 |
| FRIENDS HOME IN KENNETT | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | ENCLOSED WALKWAY FOR JACKSON BUILDING | $50,000 |
| JOBS FOR AMERICA'S GRADUATES | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | MIDDLE SCHOOL MODEL APPLICATION REDESIGN | $75,000 |
| METROPOLITAN WILMINGTON URBAN LEAGUE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | OPERATING SUPPORT | $300,000 |
| MILTON THEATRE | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | CALLIOPE PROJECT | $75,000 |
| REACH RIVERSIDE DEVELOPMENT CORPORATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | HURRICANE IDA RELIEF | $500,000 |
| SERVIAM GIRLS ACADEMY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | THE COMMUNITY SCHOLARSHIP PROJECT | $150,000 |
| COMMUNITY LEGAL AID SOCIETY INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | RIGHT TO COUNSEL PROGRAM | $200,000 |
| LONGWOOD GARDENS | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | EXEMPT OPERATING FOU | OPERATING SUPPORT | $8,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,679,775 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY EDUCATION BUILDING | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PRIVATE OPERATING FO | CAPITAL PROJECTS | $13,230,000 |
| COMMUNITY EDUCATION BUILDING | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PRIVATE OPERATING FO | FAMILY ADVOCACY SERVICES | $800,000 |
| COMMUNITY EDUCATION BUILDING | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PRIVATE OPERATING FO | CAPACITY BUILDING | $175,500 |
| THE PROXIMITY PROJECT | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | HARAMBEE DELAWARE INITIATIVE | $300,000 |
| ST MICHAEL'S SCHOOL AND NURSERY | ||||||||
| C/O LONGWOOD FOUNDATION 100 W 10TH | ST | WILMINGTON | DE | 19801 | N/A | PC | BUILDING IMPROVEMENTS | $312,141 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,817,641 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,650,036 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,364 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,520,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $118,173,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,173,689 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $34,496 | Amt |
| Net Investment Income | $17,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,248 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 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 | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY EDUCATION BUILDING INC | ||||||||||
| 1200 NORTH FRENCH ST | WILMINGTON | DE | 19801 | 2020-11-25 | $1,300,000 | SOCIAL JUSTICE & EDUCATIONAL EQUITY | $706,606 | NO | 06/30/2022, 06/30/2021 | 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 | $9,200,000 | DEBT SERVICE | $7,288,528 | NO | 06/30/2022, 06/30/2021, 06/30/2020, 06/30/2019 | 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 | $0 | NO | IN PROGRESS | THE EXPENDITURE RESPONSIBILITY REPORT IS DUE WITHIN 3 MONTHS OF THE GRANTEE'S FISCAL YEAR END DATE OF 12/31/2022. |
| BRANDYWINE SHAD 2020 (AKA BRANDYWINE RIVER RESTORATION TRUST) | ||||||||||
| PO BOX 1689 | WILMINGTON | DE | 19899 | 2022-05-25 | $150,000 | CAPACITY BUILDING | $0 | NO | IN PROGRESS | THE EXPENDITURE RESPONSIBILITY REPORT IS DUE WITHIN 3 MONTHS OF THE GRANTEE'S FISCAL YEAR END DATE OF 12/31/2022. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLIC EQUITIES | StockNm |
| EOY Book Value | $10,771,717 | EOYBookValueAmt |
| EOYFMV | $10,771,717 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $213,666,644 | $213,666,644 |
| COMMINGLED FUNDS | FMV | $266,021,524 | $266,021,524 |
| PRIVATE EQUITY FUNDS | FMV | $125,019,590 | $125,019,590 |
| SEPARATE ACCOUNTS | FMV | $37,574,571 | $37,574,571 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $49,963 | LegalFeesAmt |
| Net Investment Income | $24,981 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,982 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACTUARIAL PENSION ASSET | Desc |
| BOY Book Value | $237,073 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS ON INVESTMENTS | $296,444,310 |
| CHANGE IN VALUE - PENSION PLAN LIABILITY | $484,205 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $8,093 | $4,046 | $4,047 |
| SUPPLIES AND EQUIPMENT | $15,510 | $7,755 | $7,755 |
| COMPUTER EQUIPMENT | $20,722 | $10,361 | $10,361 |
| MISCELLANEOUS | $20,970 | $10,485 | $10,485 |
| TELEPHONE | $14,695 | $7,347 | $7,348 |
| INSURANCE | $13,343 | $6,671 | $6,672 |
| OFFICE RENOVATIONS | $2,649 | $1,324 | $1,325 |
| DUES & SUBSCRIPTIONS | $67,692 | $0 | $67,692 |
| OTHER EXPENSES FROM K-1 ACTIVITY | $307,834 | $307,834 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST ON LOAN RECEIVABLE | Desc |
| Revenue And Expenses Per Books | $3,364 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,364 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,364 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACTUARIAL PENSION LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $247,132 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $5,282,935 | $5,282,935 | $0 |
| MANAGEMENT CONSULTANTS | $376,629 | $0 | $376,629 |
| COMPUTER CONSULTANT | $10,979 | $5,489 | $5,490 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $1,558,600 | $4,064 | $0 |
| PAYROLL TAXES | $65,433 | $32,716 | $32,717 |
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