LONGWOOD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LONGWOOD FOUNDATION INC (EIN 51-0066734)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-06-30
- IRS object ID
- 202141819349101019
- Schema version
- 2019v5.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-30T13:16:32-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | 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 | 2019-10-01 | 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 | 3026542477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH STREET NO 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN A MARTINENZA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3026542477 | PhoneNum |
| Signature | 2021-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER S KENNEDY CPA | PreparerPersonNm |
| PTIN | P00571422 | PTIN |
| Phone | 3026566632 | PhoneNum |
| Preparation | 2021-06-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $810,983,180 | 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 |
| Interest On Sav Rev And Expnss | $444,019 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $444,019 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,623,166 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,623,166 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,126,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,886,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,126,175 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $883,566 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $883,566 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $53,076,926 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,076,926 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $331,659 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $165,830 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,829 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $481,334 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $240,667 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $240,667 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $205,781 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $102,891 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $102,890 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,880 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $940 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $940 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,929 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,965 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,964 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,702,258 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,676,851 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,407 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,013,691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,302 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,301 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $80,079 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $40,040 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $40,039 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,662 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,831 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,831 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $195,620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,813 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $97,807 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,063,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,374,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $722,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,796,126 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,277,431 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,860,019 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,374,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,000,106 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,216,907 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,702,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,581,697 | CashBOYAmt |
| Cash EOY | $15,716,766 | CashEOYAmt |
| Cash EOYFMV | $15,716,766 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,905,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,485,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,485,562 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $219,796 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $220,326 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $219,796 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $219,796 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $147,476 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $51,653,912 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,074,146 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,074,146 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $601,417,040 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $768,486,910 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $768,486,910 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $709,926,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $810,983,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $810,983,180 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $151,012 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $576,786 | AccountsPayableEOYAmt |
| Grants Payable BOY | $85,723,672 | GrantsPayableBOYAmt |
| Grants Payable EOY | $93,242,367 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $85,874,684 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $93,819,153 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $623,836,131 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $716,948,549 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $215,478 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $215,478 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $624,051,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $717,164,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $709,926,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $810,983,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $624,051,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,216,907 | ExcessRevenueOverExpensesAmt |
| Other Increases | $80,953,279 | OtherIncreasesAmt |
| Subtotal | $717,221,795 | SubtotalAmt |
| Other Decreases | $57,768 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $717,164,027 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DETAIL ON FILE | P | $172,788,045 | $136,181,252 | $36,606,793 | $36,606,793 |
| PASSED THROUGH ON K-1 | P | $7,098,092 | $2,578,710 | $4,519,382 | $4,519,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,126,175 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,073,634 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $678,415,239 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028115 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,180,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $702,264,667 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055791 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,566,583 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $644,303,830 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066066 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,472,728 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $603,379,880 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050503 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,227,181 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $655,392,548 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044595 | DistributionYr5Rt |
| Total Distribution | 0.245070 | TotalDistributionRt |
| Average Distribution | 0.049014 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $722,483,222 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,411,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $477,028 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,888,821 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,000,106 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $954,056 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $954,056 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $954,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,488,476 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,488,476 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13,032 | EsPenaltyAmt |
| Overpayment | $521,388 | OverpaymentAmt |
| Applied To ES Tax | $521,388 | 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 | 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 |
| Individual With Books | STEPHEN A MARTINENZA | IndividualWithBooksNm |
| Phone | 3026838200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 10TH ST STE 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 | 40.00 | $331,659 | $79,367 | $0 |
| DR M LYNN 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 |
| DAVID L CRAVEN | |||||||||
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN A MARTINENZA | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | ASST SEC/TREAS | 40.00 | $243,429 | $58,303 | $0 |
| MARIA STECKER | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | GRANTS MANAGER | 40.00 | $102,750 | $43,079 | $0 |
| SANDRA S DREW | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | ACCOUNTANT | 40.00 | $71,985 | $39,732 | $0 |
| LAUREN A PETRUSKY | ||||||||
| 100 W 10TH ST STE 1109 | WILMINGTON | DE | 19801 | ASST TO ACCT | 40.00 | $63,170 | $26,250 | $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 | $634,552 | |||||
| FOCUSED INVESTOR | ||||||||||
| 9777 WILSHIRE BLVD | CHICAGO | IL | 60606 | INVESTMENT ADVICE | $373,468 | |||||
| KILTEARN INVESTMENT MANAGEMENT | ||||||||||
| INVESTMENT ADVICE | $276,602 | 3 EXCHANGE PLACE | EDINBURGH | SCOTLAND | UK | EH3 8BL | ||||
| BAILLIE GIFFORD | ||||||||||
| 780 3RD AVE | NEW YORK | NY | 10017 | INVESTMENT CONSULTING | $215,975 | |||||
| HIGHCLERE INTERNATIONAL INVESTORS | ||||||||||
| 8 WRIGHT STREET SUITE 107 | WESTPORT | CT | 06880 | INVESTMENT ADVICE | $163,824 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | 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 | $733,052,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $433,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $733,485,505 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $733,485,505 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,002,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $722,483,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,124,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,124,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $954,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $954,056 | TotalTaxAmt |
| Distributable Before Adj | $35,170,105 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,170,105 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,170,105 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,000,106 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,000,106 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,000,106 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,170,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,633,226 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,000,106 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,633,226 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,366,880 | 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 | $9,803,225 | 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 | ELEUTHERE I DU PONT II | 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 | 3026542477 | 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 15 AND SEPTEMBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY LIMITED TO DELAWARE AND SOUTHERN CHESTER COUNTY, PENNSYLVANIA. | 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 |
|---|---|---|---|---|---|---|---|---|
| DELAWARE COMMUNITY FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | DE COVID-19 STRATEGIC RESPONSE FUND | $2,000,000 |
| YMCA OF DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | MIDDLETOWN YMCA CAPITAL CAMPAIGN | $1,000,000 |
| MINISTRY OF CARING INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | VILLA MARIA SENIOR HOUSING | $800,000 |
| SUSSEX MONTESSORI SCHOOL | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | BUILDOUT OF NEW SCHOOL FACILITY | $650,000 |
| AMERICAN CIVIL LIBERTIES FOUNDATION OF DELAWARE INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | SMART JUSTICE FOR ALL PROGRAM | $25,000 |
| COMMUNITY EDUCATION BUILDING | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | DEBT SERVICE | $2,300,000 |
| LA RED HEALTH CENTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | COVID-19 CARE-ORIENTED PUBLIC HEALTH | $481,243 |
| GROW AMERICA FUND | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | GROW DELAWARE FUND PART II | $475,000 |
| MILFORD HOUSING DEVELOPMENT CORP | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | STRENGTHEN COMMUNITIES;EMPOWER FAMILIES | $450,000 |
| BAYHEALTH | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | COVID-19 CARE-ORIENTED PUBLIC HEALTH | $446,117 |
| UNITED WAY OF DELAWARE - DCF | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | COVID-19 RAPID RESPONSE FUND AT DELAWARE COMMUNITY FOUNDATION | $428,296 |
| DELAWARECAN (CO 50CAN) | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | DELAWARECAN OPERATING EXPENSES 2020-2021 | $400,000 |
| KIND TO KIDS FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | UGRAD PROGRAM - FOSTER YOUTH | $400,000 |
| SCIENCE TECHNOLOGY AND RESEARCH INSTITUTE OF DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | CENTER FOR PFAS ANALYSIS AND SOLUTIONS | $400,000 |
| PHILANTHROPY DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | ADVANCE, CONNECT, IMPACT PHILANTHROPY | $350,000 |
| YEAR UP WILMINGTON | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | CLOSING THE OPPORTUNITY DIVIDE | $350,000 |
| GREAT OAKS CHARTER SCHOOL | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | SCHOOL TURNAROUND | $317,950 |
| READING ASSIST INSTITUTE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | RAI CORPS EXPANSION | $312,220 |
| PETE DU PONT FREEDOM FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | REINVENTING DELAWARE | $300,000 |
| PLANNED PARENTHOOD OF DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | WILMINGTON RENOVATION/REMODEL CENTER | $300,000 |
| TEENSHARP | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | OPERATING SUPPORT | $300,000 |
| DELAWARE COMMUNITY FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | GROWING CAPACITY TO GROW PHILANTHROPY | $299,000 |
| CHESAPEAKE CONSERVANCY | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | A PARTNERSHIP PARK TO REVITALIZE SEAFORD | $250,000 |
| FRIENDS OF NEW CASTLE COUNTY SOUTHERN LIBRARY | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | THE MIDDLETOWN LIBRARY CAPITAL CAMPAIGN | $250,000 |
| MILTON THEATRE (CO CALLIOPE PROJECT) | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | MILTON THEATRE RENAISANCE INITIATIVE | $100,000 |
| 4TH-DIMENSION LEADERS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | LEAD FOR DELAWARE | $225,000 |
| BELLEVUE COMMUNITY CENTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | BCC GYMNASIUM RENOVATION PROJECT | $200,000 |
| JEWISH FAMILY SERVICES - DCF | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | DELAWARE COMMUNITY FOUNDATIONS (DCF) VISION GRANT - EMPLOYMENT SUPPORT NETWORK | $200,000 |
| PRIMEROS PASOS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | RENOVATION OF FINAL CLASSROOM BUILDING | $200,000 |
| TECH IMPACT | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | PURCHASE OF B&O BUILDING | $200,000 |
| TRUE ACCESS CAPITAL | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | STRATEGIC FUNDING & TRAINING INITIATIVE | $200,000 |
| A BETTER CHANCE FOR OUR CHILDREN | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | WILMINGTON OFFICE EXPANSION | $190,000 |
| THE DESCA FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | DELAWARE VALLEY AS A CHEMTECH HUB | $175,000 |
| DELAWARE COLLEGE SCHOLARS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | EMPLOYEE AND TECHNOLOGY CAPACITY | $160,000 |
| LORI'S HANDS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | PROGRAMMING SUPPORT | $75,000 |
| SALESIANUM SCHOOL | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | ABESSINIO STADIUM | $150,000 |
| URBANPROMISE MINISTRIES | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | HIGH SCHOOL EDUCATION ASSET DEVELOPMENT | $150,000 |
| MULTIPLYING GOOD | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | TEENS4GOOD SERVING CITY OF WILMINGTON | $129,500 |
| FRIENDS OF AUBURN HEIGHTS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | MUSEUM CAPITAL IMPROVEMENTS PROJECTS | $125,000 |
| DELAWARE ARTS ALLIANCE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | OPERATING SUPPORT | $105,000 |
| DELAWARE BOTANIC GARDENS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | PRIORITY OPERATING FUNDS DUE TO COVID (A PATH TO FINANCIAL SUSTAINABILITY) | $105,000 |
| NATIONAL DEVELOPMENT COUNCIL (GROW AMERICA FUND) | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | FILLING GAP PPP LOAN | $100,000 |
| PETER SPENCER FAMILY LIFE FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | DEVELOPMENT AND OPERATIONAL PROJECT | $100,000 |
| UNITED WAY OF CHESTER COUNTY | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | COVID-19 IMMEDIATE NEEDS ASSISTANCE | $200,000 |
| LEADERSHIP DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | DEVELOPING LEADERS IMPACTING COMMUNITIES | $82,500 |
| COMMUNITY EDUCATION BUILDING | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | PRIVATE OPERATING FD | SOCIAL CONTRACT'S WAVE SUMMER LEARNING PROGRAM | $75,000 |
| FRIENDSHIP HOUSE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | TRANSITIONAL HOUSING STAGE ONE EXPANSION | $75,000 |
| TRIAD MINISTRY | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | PROGRAM ADMINISTRATION/TECHNICAL SUPPORT | $72,100 |
| FAITHFUL FRIENDS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | FEASIBILITY STUDY | $60,000 |
| CANCER CARE CONNECTION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | FORMAL COMBINATION WITH JFS | $50,500 |
| COLLABORATIVE EFFORT TO REINFORCE TRANSITION SUCCESS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | RELOCATION OF NEWARK SITE | $50,000 |
| SERVIAM GIRLS ACADEMY | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | A BOLD FUTURE PROGRAM | $134,653 |
| NATIVITY PREPARATORY SCHOOL OF WILMINGTON | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | FULL STREAM AHEAD | $15,000 |
| CANCER SUPPORT COMMUNITY DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | COMMUNITY-BASED CANCER HEALTH COACHING | $45,000 |
| UNITED WAY OF CHESTER COUNTY | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | COMMUNITY IMPACT FUND | $45,000 |
| UNITED WAY OF SOUTHERN CHESTER COUNTY | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | HEALTH AND HUMAN SERVICE NEEDS | $38,000 |
| NETWORK DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | IMMIGRANT FUND OPPORTUNITY - PART-TIME CONTRACTED PROJECT MANAGER UNTIL SEPTEMBER AND FOUR CASE WORKERS | $30,000 |
| HISTORIC KENNETT SQUARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | HKS SMALL BUSINESS RESPONSE FUND | $25,000 |
| KENNETT SYMPHONY ORCHESTRA | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | OPERATING SUPPORT | $25,000 |
| HOME OF THE BRAVE FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | PROFESSIONAL DEVELOPMENT FOR STAFF AND BOARD | $12,500 |
| KENNETT AFTER-SCHOOL ASSOCIATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | AFTER-THE-BELL | $10,000 |
| DELAWARE COMMUNITY FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | GIFT CARDS | $1,800 |
| CINNAIRE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | TRANSFORMING WILMINGTON INITIATIVE | $100,000 |
| METROPOLITAN WILMINGTON URBAN LEAGUE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | CAPACITY BUILDING | $60,000 |
| JEFFERSON STREET CENTER INC | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | RENOVATIONS | $50,000 |
| K12 EDUCATION LANDSCAPE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | EDUCATION INITIATIVES | $846,052 |
| LONGWOOD GARDENS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | EXEMPT OPERATING FOU | WEST CONSERVATORY AND VISITORS CENTER RENOVATIONS | $8,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,277,431 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| LONGWOOD GARDENS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | EXEMPT OPERATING FOU | SPECIAL PROJECT | $16,000,000 |
| LA COMUNIDAD HISPANA | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | COVID-19 CARE-ORIENTED PUBLIC HEALTH | $750,000 |
| UNITED WAY OF DELAWARE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | DE RACIAL EQUITY & SOCIAL JUSTICE COLLAB | $500,000 |
| WEST END NEIGHBORHOOD HOUSE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | CAPITAL CAMPAIGN | $500,000 |
| BLOOD BANK OF DELMARVA | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(2) ORG | EQUIPMENT FOR NEW DAGSBORO DONOR CENTER | $200,000 |
| EDGE FOR TOMORROW | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | OPERATING SUPPORT | $175,000 |
| THE GARAGE COMMUNITY & YOUTH CENTER | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | OPERATING SUPPORT | $130,000 |
| COMPASSIONATE FOUNDATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | CAPACITY BUILDING | $100,000 |
| LEWES HISTORICAL SOCIETY | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | CAPITAL IMPROVEMENTS AT RYVES HOLT HOUSE | $100,000 |
| MIGHTY WRITERS | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | EXPANSION OF CHESTER COUNTY PROGRAMMING | $75,000 |
| SOJOURNERS' PLACE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | OPERATING SUPPORT | $75,000 |
| YMCA GREATER BRANDYWINE | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | KENNETT SQUARE FACILITY RENOVATIONS | $75,000 |
| IMPERIAL DYNASTY ARTS PROGRAM | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | CAPACITY BUILDING | $24,000 |
| BRANDYWINE BATTLEFIELD PARK ASSOCIATES | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | OPERATING SUPPORT | $15,000 |
| SOUTHERN DELAWARE HORSE RETIREMENT ASSOCIATION | ||||||||
| C/O LONGWOOD FOUNDATION 100 WEST | 10TH STREET | WILMINGTON | DE | 19801 | N/A | 509(A)(1) ORG | OPERATING SUPPORT | $5,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $18,724,400 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $444,019 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,623,166 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $883,566 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,126,175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,076,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,076,926 | 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 | $27,929 | Amt |
| Net Investment Income | $13,965 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,964 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY EDUCATION BUILDING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NORTH FRENCH ST | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2018-06-30 | GrantDt |
| Grant | $2,300,000 | GrantAmt |
| Purpose Of Grant | DEBT RETIREMENT. | PurposeOfGrantTxt |
| Expended By Grantee | $2,300,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 6/30/2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-09-30 | VerificationDt |
| Results Of Verification | FUNDS SPENT ON SPECIFIED PURPOSE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $5,074,146 | EOYBookValueAmt |
| EOYFMV | $5,074,146 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | FMV | $172,988,318 | $172,988,318 |
| MUTUAL FUND SHARES | FMV | $595,498,592 | $595,498,592 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,880 | LegalFeesAmt |
| Net Investment Income | $940 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $940 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE ON OFFICE RENOVATIONS | Desc |
| Amt | $57,768 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $6,009 | $3,005 | $3,004 |
| SUPPLIES AND EQUIPMENT | $13,731 | $6,866 | $6,865 |
| COMPUTER EQUIPMENT | $11,806 | $5,903 | $5,903 |
| MISCELLANEOUS | $9,449 | $4,725 | $4,724 |
| TELEPHONE | $12,857 | $6,429 | $6,428 |
| INSURANCE | $3,016 | $1,508 | $1,508 |
| PROFESSIONAL DEVELOPMENT | $5,775 | $2,888 | $2,887 |
| DUES & SUBSCRIPTIONS | $33,621 | $16,811 | $16,810 |
| OFFICE EXPENSES | $99,356 | $49,678 | $49,678 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $883,566 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $883,566 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $883,566 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $80,953,279 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,651,443 | $4,651,443 | $0 |
| CONSULTANT FEES | $24,600 | $12,300 | $12,300 |
| COMPUTER CONSULTANT | $26,215 | $13,108 | $13,107 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $967,088 | $0 | $0 |
| PAYROLL TAXES | $46,603 | $23,302 | $23,301 |
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