2022-08-11T13:16:10-05:00 2021-09-30 510232475 COVER & ROSSITER PA 2711 CENTERVILLE ROAD SUITE 100 WILMINGTON DE 19808 990PF 2020-10-01 510110625 LONGWOOD GARDENS INC LONG 6103881000 1001 LONGWOOD RD KENNETT SQUARE PA 193480501 DENNIS FISHER CHIEF FINANCIAL OFFICER 6103881000 2022-08-10 1 DENNIS FISHER 999009999 PETER KENNEDY P00571422 3026566632 2022-08-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 1437882296 X 17016345 5845742 5845742 5845742 164275 164275 164275 42932 45111272 148490632 45111272 0 1394970 614287 780683 780683 24731940 0 24731940 93650257 51121289 31522640 826239 0 206121 620118 22597923 0 5637471 16960452 8541407 0 2130812 6410595 324872 0 81045 243827 69650 0 17375 52275 21746108 15852999 7315887 4422964 1723445 0 429945 1293500 177153 0 44194 132959 8984130 0 2241258 202683 0 50563 152120 20231599 121343 11900601 8330998 85425209 15974342 30055272 38619808 425800 425800 85851009 15974342 30055272 39045608 7799248 35146947 1467368 26203650 214884699 214884699 974550 752434 974550 974550 32893842 48937983 32893842 32893842 166729 436387 436387 1005940 1203685 1203685 20053381 21243885 21243885 14530104 19139354 19139354 726983891 907714875 907714875 370869695 131478676 222424799 239391019 239391019 1061058911 1437882296 1437882296 8085114 11496428 2520847 3237977 59611633 258559100 30722807 27232481 100940401 300525986 X 909837250 1103042428 50281260 34313882 960118510 1137356310 1061058911 1437882296 960118510 7799248 172058850 1139976608 2620298 1137356310 CAPITAL GAINS P 2020-10-01 2021-09-30 148490632 103379360 45111272 45111272 45111272 0 X 1994-01-21 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE PA AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR RI SC TN UT VA WA WV WI 1 1 0 0 0 1 WWW.LONGWOODGARDENS.ORG DENNIS R FISHER CPA 6103881000 ROUTE 1 PO BOX 501 KENNETT SQUARE PA 19348 1 CJ 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MS JANE G PEPPER C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 CHAIR 5.00 0 0 0 MS MARGARETTA K STABLER C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VICE CHAIR 5.00 0 0 0 MS MARGARET L LAIRD PHD C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 SECRETARY 5.00 0 0 0 MR C PORTER SCHUTT III C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TREASURER 5.00 0 0 0 MR MICHAEL BONTRAGER C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR GARRETT VAN S COPELAND C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR BENJAMIN F DU PONT C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR STEVEN B HUTTON C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR JAMES C COLLINS JR C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR WILLIAM H LUNGER C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR ROBIN W MORGAN PHO C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR ROBERT MCCRACKEN PECK C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR BLAINE T PHILLIPS JR C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR JASON PRIDE C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MS ANN C ROSE C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MS VALERIE J SILL CFA C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MS CYNTHIA DU PONT TOBIAS C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR GREGORY S WOLCOTT C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR THOMAS K WHITFORD C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR PAUL B REDMAN C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 PRESIDENT AND CEO 50.00 555635 156476 0 MR DENNIS FISHER CPA C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP ADMIN AND CFO 50.00 270604 100697 0 SHARON LOVING C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP HORTICULTURE 50.00 286819 106237 0 MAUREEN CONLEY C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP MARKETING 50.00 252981 29380 0 KENNETH GRABLEWSKI C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP OF FACILITIES 50.00 246125 34448 0 CHRISTOPHER BENEVENTO C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VP GUEST SERVICES 50.00 242470 37462 0 JULIE LANDGREBE C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 ASSOC. VP ADMIN & HR 50.00 190367 52294 0 189 BANCROFT CONSTRUCTION CO INC 1300 N GRANT AVE SUITE 110 WILMINGTON DE 19806 CONSTRUCTION GENERAL CONTRACTOR 17824751 WEISSMANFREDI ARCHITECTS LLP 200 HUDSON STREET NEW YORK NY 10013 ARCHITECT 6246472 CAMBRIDGE ASSOCIATES LLC 100 SUMMER ST SUITE 13 BOSTON MA 02110 INVESTMENT ADVISOR 1777844 RESTAURANT ASSOCIATES INC 330 FIFTH AVE 5TH FLOOR NEW YORK NY 10001 RESTAURANT MANAGEMENT 866640 THE HARTFORD FINANCIAL SERVICES GROUP INC 690 ASYLUM AVENUE HARTFORD CT 06155 INSURANCE 836102 79 LONGWOOD GARDENS, INC., LOCATED IN KENNETT SQUARE, PENNSYLVANIA, IS THE LIVING LEGACY OF PIERRE S. DU PONT, INSPIRING PEOPLE THROUGH EXCELLENCE IN GARDEN DESIGN, HORTICULTURE, EDUCATION, AND THE ARTS. LONGWOOD GARDENS IS ONE OF THE GREAT GARDENS OF THE WORLD, ALWAYS STRIVING FOR INNOVATION IN HORTICULTURE AND DISPLAY. LONGWOOD GARDENS PRESENTS THE ARTS IN AN UNPARALLELED SETTING BRINGING PLEASURE, INSPIRATION AND IMAGINATION TO OUR GUESTS. THROUGH EXCELLENT AND DIVERSE EDUCATION PROGRAMS, HORTICULTURE RESEARCH, ENVIRONMENTAL STEWARDSHIP, AND CULTURAL AND COMMUNITY ENGAGEMENT, LONGWOOD GARDENS GREATLY CONTRIBUTES TO SOCIETY. 65093769 IN OCTOBER 2018, LONGWOOD CEMETERY LLC WAS FORMED TO ASSUME OWNERSHIP AND OPERATIONS OF THE CEMETERY WHICH ADJOINS LONGWOOD GARDENS. LONGWOOD GARDENS IS THE SOLE MEMBER OF LONGWOOD CEMETERY LLC. CHARTERED IN 1855, THE LONGWOOD CEMETERY HAS LONG SERVED AS A PLACE OF PEACE AND HAS HELPED TELL THE STORY OF SOME OF THE BRANDYWINE VALLEY'S MOST REVERED, FROM WAR HEROES TO ARDENT ABOLITIONISTS. THE CEMETERY SITS ON LAND ONCE GRANTED BY WILLIAM PENN, LOCATED DIRECTLY IN FRONT OF THE 1854 HISTORIC LONGWOOD MEETING HOUSE AND AT THE ENTRANCE TO LONGWOOD GARDENS. LONGWOOD GARDENS IS RESPONSIBLE FOR THE OPERATION, MAINTENANCE AND UP-KEEP OF THE CEMETERY. 186062 0 887066896 68521206 0 955588102 0 0 955588102 75190667 880397435 44019872 X 39045608 0 26479351 65524959 0 65524959 1971-12-21 X 1467368 0 710936 6677013 8855317 1247263 0 604296 5675461 7527019 65524959 60730372 47490689 44520810 218266830 0 0 0 0 0 65524959 60730372 47490689 44520810 218266830 0 0 29346581 24997955 24586977 24919363 103850876 0 0 0 0 X HISTORIC KENNETT SQUARE 106 W STATE ST KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 45000 DELAWARE FUTURES 1104 N ADAMS ST WILMINGTON DE 19801 NONE PC OPERATIONAL SUPPORT 7000 KENNETT EDUCATION FOUNDATION PO BOX 849 KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 1000 CHESTER COUNTY ECONOMIC DEVELOPMENT COUNCIL 737 CONSTITUTION DR EXTON PA 19341 NONE PC OPERATIONAL SUPPORT 3750 LITTLE LEAGUE OF LANCASTER COUNTY 708 WESTOVER DR LANCASTER PA 17601 NONE PC OPERATIONAL SUPPORT 300 LONGWOOD FIRE COMPANY 1001 E BALTIMORE PIKE KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 100000 KENNETT LIBRARY 216 STATE ST KENNETT SQUARE PA 19348 NONE PC CAPITAL CAMPAIGN 250000 YMCA OF GREATER BRANDYWINE 1 EAST CHESTNUT ST WEST CHESTER PA 19380 NONE PC OPERATIONAL SUPPORT 1250 AMERICAN PUBLIC GARDENS ASSOCIATION 351 LONGWOOD RD KENNETT SQUARE PA 19348 NONE PC OPERATIONAL SUPPORT 17500 425800 0 ADMISSIONS FEES 13806074 RESTAURANT INCOME 03 9653877 CONTINUING EDUCATION 262322 PERFORMING ARTS 324752 FACILITIES RENTALS 5200 14 5845742 16 42932 18 45111272 780683 MISCELLANEOUS 458372 ROYALTY INCOME 15 221343 0 60875166 15637403 76512569 1A ADMISSION INCOME ACCOUNTS FOR 40% OF OPERATING INCOME AND 17% OF TOTAL INCOME WITHOUT WHICH OUR GOAL OF PROVIDING A WORLD-CLASS HORTICULTURAL DISPLAY WOULD BE IMPOSSIBLE TO ACCOMPLISH. 1C CONTINUING EDUCATION COURSES ARE HORTICULTURALLY RELATED, THEREBY CREATING GREATER UNDERSTANDING AND APPRECIATION OF LONGWOOD'S EXEMPT PURPOSE. 1D LONGWOOD SPONSORS PERFORMANCES IN ITS OUTDOOR AMPHITHEATER, AND IN OTHER GARDEN LOCATIONS, WITH THE INTENTION OF ADDING TO THE GARDENS VISITATION EXPERIENCE AND CULTIVATING A GREATER HORTICULTURAL INTEREST IN THOSE WHO ATTEND. 1E FACILITY RENTALS ATTRACT NEW ATTENDEES AND GIVE THEM ACCESS TO LONGWOOD'S DISPLAYS AND EVENTS. 10 THE GARDEN SHOP SELLS HORTICULTURALLY INSPIRED ITEMS, SUCH AS PLANTS, SEEDS, AND OTHER ITEMS RELATED TO LONGWOOD GARDENS' MISSION. 11A MISCELLANEOUS INCOME INCLUDES REFUNDS AND REIMBURSEMENTS THAT OFFSET EXPENSES INCURRED DURING THE NORMAL COURSE OF BUSINESS. 0 0 0 0 0 0 0 0 0 0 X X 1 GERRETT V COPELAND C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 25000 X 2 BAILEY NURSERY C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 10000 X 3 SUSAN S DILLON C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 20450 X 4 BALL HORTICULTURAL C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 100000 X 5 REBECCA FITTON C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 25000 X 6 TODD HOLSON C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 5000 X 7 JANE G PEPPER C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 10500 X 8 CORTEVA C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 100000 X 9 GLOECKER FOUNDATION C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 5000 X 10 G CARL BALL FAMILY DONATION C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 150000 X 11 M&T CHARITABLE FOUNDATION C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 20000 X 12 PROVEN WINNERS C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 20000 X 13 WHITE FLOWER FARM C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 12500 X 14 SYNGENTA C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 50000 X 15 MARGARETTA K STABLER C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 25000 X 16 SMITHERS OASIS C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 5000 X 17 WALTERS GARDENS C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 10000 X 18 THOMAS K WHITFORD C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 25000 X 19 ERNST BENARY OF AMERICA INC C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 10000 X 20 GARY MAGNUM C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 5000 X 21 NORTHERN TRUST C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 20000 X 22 JAMES STRANGE C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 5000 X 23 SAMUEL R SHIPLEY III C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 5000 X 24 KENNETT LIBRARY C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 7500 X 25 DOUGLAS PAUL C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 50000 X 15 56 SHARES SPY (SPDR S&P 500 ETF) 25000 2021-09-10 24 41 BOXES OF BAYARD TAYLOR, KENNETT SQUARE, AND CHESTER COUNTY RELATED MATERIALS, PHOTOS, ETC. 7500 2021-08-18 ACCOUNTING FEES 69650 0 17375 52275 IN ADDITION TO THE 1.5% CASH DEEMED FOR CHARITABLE ACTIVITIES, LONGWOOD GARDENS HAS $60,856,845 IN BOND PROCEEDS DESIGNATED FOR SPECIAL PROJECTS. COMMON STOCKS 19139354 19139354 21243885 21243885 0 0 SHORT-TERM DEPOSITS FMV 29957765 29957765 BOND MUTUAL FUNDS FMV 41292068 41292068 DOMESTIC EQUITY MUTUAL FUNDS FMV 572829 572829 GLOBAL EQUITY MUTUAL FUNDS FMV 45734666 45734666 COMMODITIES FMV 3861962 3861962 INSTITUTIONAL FUNDS MEASURED AT NAV FMV 185537324 185537324 LP / PRIVATE EQUITIES AND VENTURE CAPITAL FMV 234344463 234344463 LP / HEDGE FUNDS FMV 168853632 168853632 LP / PUBLICLY TRADED FMV 197560166 197560166 LEGAL FEES 324872 0 81045 243827 WRITE-OFF OF RETIRED FIXED ASSET 2620298 RESTAURANT 9010125 0 9010125 0 OPERATING PROJECTS 1025529 0 255837 769692 OPERATING SUPPLIES AND GENERAL 2382651 0 594396 1788255 UTILITIES AND HEATING FUELS 1167006 0 291131 875875 GROWING SUPPLIES 980089 0 244501 735588 ADVERTISING 1108992 0 276659 832333 GENERAL INSURANCE 1058259 0 264002 794257 AUTO, TRUCK AND EQUIPMENT 373013 0 93055 279958 COMPUTER RELATED 607306 0 151504 455802 FEES, DUES AND SUBSCRIPTIONS 1396232 0 348316 1047916 SAFETY PROGRAMS 61371 0 15310 46061 EMPLOYEE RELATIONS 77516 0 19338 58178 TRAINING 243725 0 60802 182923 EXHIBITS 3495 0 872 2623 FIREWORKS 339758 0 84759 254999 OTHER EVENTS & PROGRAMS 222849 0 55594 167255 BOND ISSUANCE COSTS 52340 0 13057 39283 REPAIRS AND MAINTENANCE 121343 121343 121343 0 ADMISSIONS FEES 13806074 13806074 RESTAURANT INCOME 9653877 9653877 CONTINUING EDUCATION 262322 262322 PERFORMING ARTS 324752 324752 FACILITIES RENTALS 5200 5200 MISCELLANEOUS 458372 458372 ROYALTY INCOME 221343 221343 UNREALIZED GAIN ON INVESTMENTS 171095667 CHANGE IN POST-RETIREMENT AND PENSION BENEFITS LIABILITY 963183 AMOUNTS HELD ON BEHALF OF OTHERS 82909 42139 ACCRUED POST-RETIREMENT AND PENSION BENEFITS 28073507 23374261 CONSTRUCTION ADVANCES 1791074 1554002 INTEREST PAYABLE 775317 2262079 INVESTMENT ADVISORS 14529070 14529070 4968881 0 BANK CUSTODY FEES 1323929 1323929 876861 0 OTHER PROFESSIONAL FEES 5893109 0 1470145 4422964 TAXES - REAL ESTATE/OTHER 144681 0 36093 108588 UNEMPLOYMENT 32472 0 8101 24371