LONGWOOD FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LONGWOOD FOUNDATION INC (EIN 51-0066734)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-03-15
IRS object ID
201710749349100211
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-03-15T13:31:02-05:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN510232475PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COVER & ROSSITER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line162 ROCKFORD ROAD SUITE 200AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19806ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510066734EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LONGWOOD FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLONGBusinessNameControlTxt
Phone3026542477PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 WEST 10TH STREET NO 1109AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN A MARTINENZAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone3026542477PhoneNum
Signature2017-02-22SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER S KENNEDY CPAPreparerPersonNm
PTINP00571422PTIN
Phone3026566632PhoneNum
Preparation2017-02-22PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$637,078,270FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29,545InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29,545InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,269,709DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,269,709DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,427,513NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,799,465GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,427,513CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$742,588OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$715,517OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$18,469,355TotalRevAndExpnssAmt
Total Net Invst Incm$18,442,284TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$310,578CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$155,289CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$155,289CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$430,171OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$215,086OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$215,085OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$299,798PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$149,899PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$149,899PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,596LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,298LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,298LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$27,783AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,892AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$13,891AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,397,687OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,327,613OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$70,074OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$171,716TaxesRevAndExpnssAmt
Taxes Net Invst Incm$20,097TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$20,097TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$56,828OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$28,414OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$28,414OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,843TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$6,922TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$6,921TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,889PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$945PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$944PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$403,348OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$46,007OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$357,341OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,118,237TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,966,462TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,020,253TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,597,233ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,597,233ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,715,470TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,966,462TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,617,486TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,246,115ExcessRevenueOverExpensesAmt
Net Investment Income$14,475,822NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$185,276CashBOYAmt
Cash EOY$1,433,283CashEOYAmt
Cash EOYFMV$1,433,283CashEOYFMVAmt
Sav And Temp Cash Invst BOY$44,997,043SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$31,646,891SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,646,891SavAndTempCashInvstEOYFMVAmt
Pledges Rcvbl$266,402PledgesRcvblAmt
Pledges Rcvbl BOY$248,245PledgesRcvblBOYAmt
Pledges Rcvbl EOY$266,402PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$266,402PledgesRcvblEOYFMVAmt
Prepaid Expenses BOY$57,082PrepaidExpensesBOYAmt
Prepaid Expenses EOY$835,560PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$835,560PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$5,528,243CorporateStockBOYAmt
Corporate Stock EOY$7,836,235CorporateStockEOYAmt
Corporate Stock EOYFMV$7,836,235CorporateStockEOYFMVAmt
Other Investments BOY$557,247,289OtherInvestmentsBOYAmt
Other Investments EOY$595,059,899OtherInvestmentsEOYAmt
Other Investments EOYFMV$595,059,899OtherInvestmentsEOYFMVAmt
Total Assets BOY$608,263,178TotalAssetsBOYAmt
Total Assets EOY$637,078,270TotalAssetsEOYAmt
Total Assets EOYFMV$637,078,270TotalAssetsEOYFMVAmt
Accounts Payable BOY$870,748AccountsPayableBOYAmt
Accounts Payable EOY$765,782AccountsPayableEOYAmt
Grants Payable BOY$47,740,445GrantsPayableBOYAmt
Grants Payable EOY$41,239,201GrantsPayableEOYAmt
Total Liabilities BOY$48,611,193TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,004,983TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$559,433,207UnrestrictedBOYAmt
Unrestricted EOY$594,854,509UnrestrictedEOYAmt
Temporarily Restricted BOY$218,778TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$218,778TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$559,651,985TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$595,073,287TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$608,263,178TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$637,078,270TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$559,651,985TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,246,115ExcessRevenueOverExpensesAmt
Other Increases$51,667,417OtherIncreasesAmt
Subtotal$595,073,287SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$595,073,287TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
VANGUARD DIVIDEND GROWTHP$1,092,361$1,092,361$1,092,361
VANGUARD EXTENDED DURATION FUNDP$6,117,073$10,755$10,755$6,106,318
VANGUARD ADMIRAL FUNDP$43,043$43,043$43,043
VANGUARD TOTAL BONDP$4,541$4,541$4,541
SANDERSONP$815,195$492,857$492,857$322,338
BAILLIE GIFFORDP$2,500,000$364,258$364,258$2,135,742
T. ROWE PRICEP$7,041,362$2,871,666$2,871,666$4,169,696
KILTEARN GLOBAL EQUITY PARTNERSP$511,589-$170,202-$170,202$681,791
ANGELO GORDON SUPER FUND INTERNATIONALP$16,250,000-$403,027-$403,027$16,653,027
STATE STREET 500 FUNDP$2,834,673$876,537$876,537$1,958,136
FOCUSED INVESTORP$708,332$348,218$348,218$360,114
OAKTREE NON-US CONVP$17,501,224-$483,566-$483,566$17,984,790
CARLYLE ASIA IV K-1P$159,750$159,750$159,750
FOCUSED INVESTOR K-1P$1,212,427$1,212,427$1,212,427
COMMONFUND GLOBAL DISTRESSED K-1P$43,091$43,091$43,091
COMMONFUND INTERNATIONAL PARTNERS VII K1P$169,046$169,046$169,046
COMMONFUND CAPITAL VENTURE IX K1P$488,131$488,131$488,131
COMMONFUND CAPITAL PRIVATE EQUITY VIII K1P$10,659$10,659$10,659
RUTABAGA K-1'SP$1,242,840$1,242,840$1,242,840
MISCELLANEOUS CLASS ACTION PROCEEDSP$54,128$54,128$54,128
FieldValueIRS element (for citing)
Capital Gain Net Income$8,427,513CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$29,227,181AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$655,392,548NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044595DistributionYr1Rt
Adjusted Qlfy Distri Yr2$32,552,285AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$652,879,148NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049860DistributionYr2Rt
Adjusted Qlfy Distri Yr3$32,440,596AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$587,642,705NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055205DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,718,889AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$547,696,091NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041481DistributionYr4Rt
Adjusted Qlfy Distri Yr5$32,643,473AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$609,816,027NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053530DistributionYr5Rt
Total Distribution0.244671TotalDistributionRt
Average Distribution0.048934AverageDistributionRt
Net Vl Noncharitable Assets$603,379,880NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$29,525,791AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$144,758NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$29,670,549AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,617,486QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$144,758InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$144,758SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$144,758TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$980,318EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$980,318TotalPaymentsAndCreditsAmt
Overpayment$835,560OverpaymentAmt
Applied To ES Tax$835,560AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LONGWOODFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSTEPHEN A MARTINENZAIndividualWithBooksNm
Phone3026542477PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 W 10TH ST STE 1109AddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELEUTHERE I DU PONT II
C/O LONGWOOD FOUNDATION 100 W 10THST STE 1109WILMINGTONDE19801PRESIDENT40.00$310,578$34,650$0
DR M LYNN DU PONT
C/O LONGWOOD FOUNDATION 100 W 10THST STE 1109WILMINGTONDE19801VICE PRESIDENT & TRUSTEE2.00$0$0$0
CRODERICK MARONEY
C/O LONGWOOD FOUNDATION 100 W 10THST STE 1109WILMINGTONDE19801SECRETARY & TRUSTEE2.00$0$0$0
CHARLES L COPELAND
C/O LONGWOOD FOUNDATION 100 W 10THST STE 1109WILMINGTONDE19801CHAIRMAN & TRUSTEE2.00$0$0$0
GERRET VAN S COPELAND
C/O LONGWOOD FOUNDATION 100 W 10THST STE 1109WILMINGTONDE19801TRUSTEE2.00$0$0$0
DAVID L CRAVEN
C/O LONGWOOD FOUNDATION 100 W 10THST STE 1109WILMINGTONDE19801TRUSTEE2.00$0$0$0
ELI R SHARP
C/O LONGWOOD FOUNDATION 100 W 10THST STE 1109WILMINGTONDE19801TREASURER & TRUSTEE2.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
STEPHEN A MARTINENZA
100 W 10TH ST STE 1109WILMINGTONDE19801ASST SEC/TREAS40.00$220,735$33,381$0
JOANNE REILLY
100 W 10TH ST STE 1109WILMINGTONDE19801ASST TO DIR40.00$91,885$24,698$0
SANDRA S DREW
100 W 10TH ST STE 1109WILMINGTONDE19801ACCOUNTANT40.00$64,572$31,766$0
LAUREN A PETRUSKY
100 W 10TH ST STE 1109WILMINGTONDE19801ASST TO ACCT40.00$52,979$27,482$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
ASHFORD CONSULTING GROUP
1 WALKERS MILL RDWILMINGTONDE19807INVESTMENT CONSULTING$546,293
FOCUSED INVESTOR
9777 WILSHIRE BLVDCHICAGOIL60606INVESTMENT ADVICE$330,193
WINTON FUTURES
INVESTMENT ADVICE$275,894CUSTON HOUSE PLAZA BLOCK 6DUBLINIRELANDEI
HARVEST FUND ADVISORS
100 WEST LANCASTER AVEWAYNEPA19087INVESTMENT ADVICE$238,089
BAILLIE GIFFORD OVERSEAS LIMITED
INVESTMENT ADVICE$212,519CALTON SQUARE 1 GREENSIDE ROWEDINBURGHSCOTLANDUK
FieldValueIRS element (for citing)
Contractor Paid Over50k12ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$611,160,501AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,407,905AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$612,568,406TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$612,568,406AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,188,526CashDeemedCharitableAmt
Net Vl Noncharitable Assets$603,379,880NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,168,994MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,168,994MinimumInvestmentReturnAmt
Tax Based On Investment Income$144,758TaxBasedOnInvestmentIncomeAmt
Total Tax$144,758TotalTaxAmt
Distributable Before Adj$30,024,236DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,024,236DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,024,236DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,617,486ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$30,617,486QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$144,758PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$30,472,728AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,024,236DistributableAsAdjustedAmt
Undistributed Income PY$2,255,131UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$30,617,486QualifyingDistributionsAmt
Applied To Year1$2,255,131AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,362,355AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,661,881UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonELEUTHERE I DU PONT IIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1100 W 10TH ST STE 1109AddressLine1Txt
CityWILMNGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3026542477RecipientPhoneNum
Form And Info And MaterialsGRANT REQUESTS MUST BE SUBMITTED ON-LINE THROUGH OUR WEBSITE WWW.LONGWOODFOUNDATION.ORG FOLLOWING THE GUIDELINES SPECIFIED.FormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 15 AND SEPTEMBER 15SubmissionDeadlinesTxt
Restrictions On AwardsGENERALLY LIMITED TO DELAWARE AND SOUTHERN CHESTER COUNTY, PENNSYLVANIA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LONGWOOD GARDENS
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENTEXEMPT OPERATING FOUMAIN FOUNTAIN GARDEN PROJECT.$11,000,000
DELAWARE ARTS ALLIANCE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGCHALLENGE GRANT.$48,445
TEACH FOR AMERICA
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGMATCHING GRANT.$250,000
WILMINGTON MONTESSORI SCHOOL
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGMATCHING GRANT.$300,000
DELAWARE STEM ACADEMY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSTART UP FUNDING.$250,000
INTERNEIGHBORHOOD FOUNDATION OF WILMINGTON
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGHOUSING REHABILITATION.$120,000
JEFFERSON AWARDS FOR PUBLIC SERVICES
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGDELAWARE REGIONAL DIRECTOR.$40,000
FRIENDS OF HISTORIC RIVERVIEW CEMETERY INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING RENOVATIONS.$50,000
OPERADELAWARE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGFESTIVAL / OPERATING SUPPORT.$200,000
REHOBOTH BEACH FILM SOCIETY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGFILM SCREENING VENUE.$62,000
LEWES HISTORICAL SOCIETY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGDRAINAGE, PAVING, PARKING, LIGHTING WORK.$150,000
SERVIAM GIRLS ACADEMY INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$250,000
NATIONAL VETERANS ASSISTANCE COALITION
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING RENOVATIONS.$150,000
POLICE ATHLETIC LEAGUE OF DELAWARE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGROUTE 9 LIBRARY PROJECT.$400,000
THE DOVER CENTURY CLUB
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING REPAIRS.$49,000
FRIENDS OF BELLEVUE STATE PARK INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPARSONAGE RESTORATION.$40,000
HAGLEY MUSEUM AND LIBRARY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGHERITAGE CURATORS.$500,000
DELAWARE THEATRE COMPANY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGNEW VENTURE FUNDING.$300,000
CHESTER COUNTY HISTORICAL SOCIETY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGNEW PERMANENT EXHIBIT.$200,000
DELAWARE SHAKESPEARE FESTIVAL INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGCOMMUNITY TOUR PROGRAM.$72,200
BOOTLESS STAGEWORKS INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$22,000
CAPITAL RINGERS
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$9,000
DELAWARE MILITARY ACADEMY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$750,000
DELAWARE COMMUNITY FOUNDATION - THE SUMMER LEARNING COLLABORATIVE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$400,000
CAB CALLOWAY SCHOOL FUND
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSUMMER ARTS PROGRAMS.$140,448
DELAWARE BOTANIC GARDENS
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$750,000
THE LAND CONSERVANCY OF SOUTHERN CHESTER COUNTY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$300,000
NATURE CONVERVANCY - DELAWARE FIELD OFFICE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$200,000
LA RED HEALTH CENTER
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$300,000
CENTRAL DELAWARE HABITAT FOR HUMANITY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGDOVER & KENT COUONTY PROPERTIES.$295,000
MCKINSEY SOCIAL INITIATIVE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$750,000
UNITED WAY OF DELAWARE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$750,000
YMCA OF DELAWARE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$750,000
EXCEPTIONAL CARE FOR CHILDREN INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$400,000
LIMEN HOUSE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGWOMEN'S FACILITY RENOVATIONS.$300,000
READING ASSIST INSTITUTE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$300,000
THE ARC OF DELAWARE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$200,000
A BETTER CHANCE FOR OUR CHILDREN INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$150,000
ENDLESS POSSIBILITIES IN THE COMMUNITY INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$100,000
DELAWARE HIV SERVICES INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPHARMACY HEALTH NAVIGATOR.$75,000
UNITED WAY OF CHESTER COUNTY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$45,000
UNITED WAY OF SOUTHERN CHESTER COUNTY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$38,000
KENNETT AFTER-SCHOOL ASSOCIATION
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING EXPENSES.$25,000
DELAWARE GRANTMAKERS ASSOCIATION
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING CAPACITY$250,000
AMERICAN CIVIL LIBERTIES FOUNDATION OF DELAWARE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGDIRECTOR OF DONOR ENGAGEMENT SALARY$90,000
LEWES PUBLIC LIBRARY INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSOLAR PANELS$100,000
DELAWARE COMMUNITY FOUNDATION - PETE DU PONT FREEDOM AWARD FOUNDATION
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGED SALARY$100,000
GRAND OPERA HOUSE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING RENOVATIONS AND OPERATING EXPENSES$435,000
DELAWARE CENTER FOR THE CONTEMPORARY ARTS
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTECHNOLOGY NEEDS AND GRANT WRITER SALARY$200,000
THE CATHEDRAL CHOIR SCHOOL OF DELAWARE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPROGRAM EXPANSION AND SALARY EXPENSES$100,000
DELAWARE ARTS ALLIANCE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING EXPENSES$75,000
IMPERIAL DYNASTY ARTS PROGRAM INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGMUSICAL INSTRUMENTS$25,000
KENNETT SYMPHONY ORCHESTRA
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING EXPENSES$15,000
MISPILLION ART LEAGUE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATIONS MANAGER SALARY$15,000
GREENBANK MILL ASSOCIATES INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGEXTERIOR PAINTING$10,000
DELAWARE COMMUNITY FOUNDATION - COMMUNITY EDUCATION BUILDING
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING FUNDS$2,000,000
URSULINE ACADEMY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGCAPITAL CAMPAIGN$1,000,000
GREAT OAKS FOUNDATION
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSALARIES AND PROFESSIONAL DEVELOPMENT$500,000
ST ANNE'S EPISCOPAL SCHOOL
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPROFESSIONAL DEVELOPMENT$180,280
EAST SIDE COMMUNITY LEARNING CENTER
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSALARIES$250,000
DELAWARE COLLEGE SCHOLARS INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING EXPENSES$150,000
TEENSHARP
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING EXPENSES$150,000
GOLDEY BEACOM COLLEGE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSECURITY AND LIGHTING$100,000
TALL OAKS CLASSICAL SCHOOL INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING RENOVATIONS$100,000
ST EDMOND'S ACADEMY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGANDRE PROGRAM SALARIES AND TECHNOLOGY EXPENSES$40,000
DELAWARE COLLEGE OF ART AND DESIGN
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGCOMPUTER LAB$50,000
HABITAT FOR HUMANITY OF NEW CASTLE COUNTY INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGHOUSING IN MIDDLETOWN AND WILMINGTON$125,000
VICTIMS VOICES HEARD INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPROGRAM EXPANSION$250,000
COMMUNITY LEGAL AID SOCIETY INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGFUNDRAISER SALARY AND ROI STUDY$200,000
FAMILY COUNSELING CENTER OF ST PAUL'S
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPURCHASE BUILDING/OPERATING EXPENSES$200,000
PAWS FOR PEOPLE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPROGRAM EXPANSION$185,650
INGLESIDE HOMES INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGELECTRICAL SYSTEM UPGRADES$150,000
JEWISH FEDERATION OF DELAWARE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING RENOVATIONS$150,000
NEWARK SENIOR CENTER
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING RENOVATIONS$150,000
PRESBYTERIAN CHURCH OF THE COVENANT FOR EDGE MINISTRIES
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGAFTER SCHOOL PROGRAM EXPANSION$125,000
BREAKING BARRIERS
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING EXPENSES$100,000
DELAWARE CENTER FOR JUSTICE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOFFICE COORDINATOR/COMMUNICATIONS ASSISTANT SALARY$25,000
GREATER LEWES COMMUNITY VILLAGE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING EXPENSES$100,000
NANTICOKE SENIOR CENTER
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGROOF REPLACEMENT$100,000
PRESTON'S PLAYGROUND
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGNEW PLAYGROUND$100,000
WEST CENTER CITY EARLY LEARNING CENTER
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGRELOCATION EXPENSES$100,000
BEST BUDDIES DELAWARE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPROGRAM EXPANSION$80,000
PARENT INFORMATION CENTER OF DELAWARE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGVIDEO CREATION$70,000
PROJECT NEW START INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPRISON TRANSITION PROGRAM$27,314
PRESTONS MARCH FOR ENERGY INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGED AND ADMINISTRATIVE SALARIES$65,000
BE READY COMMUNITY DEVELOPMENT CORPORATION
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPLAYGROUND RENOVATIONS$50,000
FAMILY HELP INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING UPGRADES$50,000
NEIGHBORHOOD HOUSE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSECURITY SYSTEM$41,650
CHILD INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSOLAR PANELS$25,000
HISTORIC EAST LINDEN PROJECT INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSALARY FOR EDUCATION MANAGER$20,000
WHITE CLAY LEARNING CENTER
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGCOMPUTER EQUIPMENT$8,000
DELMARVA CLERGY UNITED IN SOCIAL ACTION INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGCONFERENCE ROOM FURNITURE$5,000
CARING HEARTS HELPING HANDS INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGNEW COPIER/PRINTER$1,245
DELAWARE STEM ACADEMY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.-$247,999
CROZER-CHESTER FOUNDATION
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.-$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,597,233TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LONGWOOD GARDENS
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENTEXEMPT OPERATING FOUMAIN FOUNTAIN GARDEN PROJECT.$33,000,000
TEACH FOR AMERICA
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGMATCHING GRANT.$250,000
LEADERSHIP DELAWARE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGMATCHING GRANT.$75,000
JEFFERSON AWARDS FOR PUBLIC SERVICES
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGMATCHING GRANT.$20,000
KENTSUSSEX CHARTER SCHOOL PROJECT
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSCHOOL START UP COSTS.$925,000
DELAWARE SHAKESPEARE FESTIVAL INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$22,800
CANINE PARTNERS FOR LIFE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$400,000
AMERICAN CIVIL LIBERTIES FOUNDATION OF DELAWARE INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGDIRECTOR OF DONOR ENGAGEMENT SALARY$50,000
GRAND OPERA HOUSE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGBUILDING RENOVATIONS AND OPERATING EXPENSES$565,000
DELAWARE SYMPHONY ORCHESTRA
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING EXPENSES$300,000
DELAWARE CHILDREN'S MUSEUM
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGDEVELOPMENT DIRECTOR SALARY AND EXHIBIT RENOVATIONS$75,000
DELAWARE COMMUNITY FOUNDATION - COMMUNITY EDUCATION BUILDING
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOPERATING FUNDS$4,300,000
ST ANNE'S EPISCOPAL SCHOOL
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPROFESSIONAL DEVELOPMENT$100,000
ST EDMOND'S ACADEMY
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGANDRE PROGRAM SALARIES AND TECHNOLOGY EXPENSES$40,000
CONNECTING GENERATIONS INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGDEVELOPMENT DIRECTOR SALARY$100,000
DELAWARE CENTER FOR JUSTICE
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGOFFICE COORDINATOR/COMMUNICATIONS ASSISTANT SALARY$75,000
MIDDLETOWN ODESSA ROTARY CLUB SERVICES FOUNDATION
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGCAN DO PLAYGROUND$100,000
NATIONAL URBAN SQUASH AND EDUCATION ASSOCIATION
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGSTART UP CHALLENGE GRANT$100,000
PROJECT NEW START INC
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGPRISON TRANSITION PROGRAM$41,401
NATIONAL DEVELOPMENT COUNCIL
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$500,000
DELAWARE CHARTER SCHOOL NETWORK
C/O LONGWOOD FOUNDATION 100 WEST10TH STREETWILMINGTONDE19801N/A - NO INDIVIDUAL RECIPIENT509(A)(1) ORGTO BENEFIT THE RECIPIENT'S CHARITABLE PURPOSE.$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$41,239,201TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,545ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,269,709ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion03ExclusionCd
Exclusion$715,517ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,427,513ExclusionAmt

Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$27,071ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,469,355ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$18,469,355TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$27,783Amt
Net Investment Income$13,892NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,891DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierDISTRIBUTION TO DONOR ADVISED FUNDIdentifierTxt
Form And Line ReferenceFORM 990-PF. PART VII-A, LINE 12FormAndLineReferenceDesc
Medium ExplanationLONGWOOD MAINTAINS A DONOR-ADVISED FUND AT THE DELAWARE COMMUNITY FOUNDATION TO ENABLE IT TO DISBURSE GRANT FUNDS ON AN AS NEEDED BASIS TO THE COMMUNITY EDUCATION BUILDING.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCKSStockNm
EOY Book Value$7,836,235EOYBookValueAmt
EOYFMV$7,836,235EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GLOBAL EQUITY FUNDSFMV$147,762,869$147,762,869
MUTUAL FUND SHARESFMV$447,297,030$447,297,030

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$4,596LegalFeesAmt
Net Investment Income$2,298NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,298DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER SERVICES$1,647$824$823
SUPPLIES AND EQUIPMENT$19,597$9,799$9,798
COMPUTER EQUIPMENT$1,791$896$895
MISCELLANEOUS$10,497$5,249$5,248
TELEPHONE$11,364$5,682$5,682
INSURANCE$16,998$8,499$8,499
PROFESSIONAL DEVELOPMENT$4,645$2,323$2,322
DUES & SUBSCRIPTIONS$25,470$12,735$12,735
DE ACCELERATE EVENTS$201,339$0$201,339
DAIS TESTING$110,000$0$110,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER K-1 INCOME (EXPENSE)$704,217$704,217$704,217
ANNUITY INCOME$11,300$11,300$11,300
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS$27,071$27,071

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED GAIN ON INVESTMENTS$45,166,173
DECREASE IN GRANTS PAYABLE$6,501,244

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$3,212,733$3,212,733$0
CONSULTANT FEES$140,149$70,075$70,074
BANK SERVICE FEES$44,805$44,805$0
$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$131,522$0$0
PAYROLL TAXES$40,194$20,097$20,097

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