2016-08-12T09:04:20-05:00 2015-09-30 510232475 COVER & ROSSITER PA 62 ROCKFORD ROAD SUITE 200 WILMINGTON DE 19806 990PF 2014-10-01 510110625 LONGWOOD GARDENS INC LONG 6103881000 ROUTE 1 KENNETT SQUARE PA 193480501 DENNIS FISHER CHIEF FINANCIAL OFFICER 6103881000 2016-08-09 1 PETER KENNEDY P00571422 3026566632 2016-08-09 2014 2016-12-15 16:53:06Z X 902893923 X 370644 9494427 9494427 9494427 143164 143164 143164 21314 17350331 116913376 17350331 0 25142513 0 25142513 52501079 26987922 34780104 621045 0 231611 389434 16327850 0 6089278 10238572 5332186 0 1988576 3343610 63493 0 23679 39814 52580 0 19609 32971 8865335 4500399 3204695 5660640 90685 0 33820 56865 456751 0 62188 104563 7038600 0 2624963 650482 0 242590 407892 21094455 121850 12320198 8774257 60593462 4622249 26841207 29048618 159369 159369 60752831 4622249 26841207 29207987 -8251752 22365673 7938897 2035054 19308 19308 553041 695309 553041 553041 44000000 44000000 44000000 44000000 210194 178496 178496 1326450 1264285 1264285 46858348 46357369 46357369 80268326 74366590 74366590 11266492 15564956 15564956 621470290 575092532 575092532 272562309 127064963 125267056 145497346 145497346 933397519 902893923 902893923 4036702 8162191 858692 918505 3362212 18570288 36483577 45665646 44741183 73316630 X 833656336 787975038 55000000 41602255 888656336 829577293 933397519 902893923 888656336 -8251752 0 880404584 50827291 829577293 WILMINGTON TRUST INVESTMENT P 2013-10-01 2015-09-30 48301019 46055295 2245724 2245724 WILMINGTON TRUST INVESTMENT P 2014-10-01 2015-09-30 16410699 16663560 -252861 -252861 BARLOW PARTNERS OFFSHORE LIMITED P 2013-10-01 2015-09-30 23470949 8113481 15357468 15357468 HEDGE FUND, LIMITED PARTNERSHIPS AND PRIVATE EQUITY P 2013-10-01 2015-09-30 28730709 28730709 0 0 17350331 -252861 X 1994-01-21 N/A 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE PA 1 1 0 0 0 1 WWW.LONGWOODGARDENS.ORG DENNIS R FISHER CPA 6103881000 ROUTE 1 PO BOX 501 KENNETT SQUARE PA 19348 1 CJ 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MS JANE G PEPPER C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 PRESIDENT 5.00 0 0 0 MR IRENEE E DU PONT JR C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VICE PRESIDENT 5.00 0 0 0 MS MARGARETTA K STABLER C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 VICE PRESIDENT 5.00 0 0 0 MR MARGARET L LAIRD C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 SECRETARY 5.00 0 0 0 MR C PORTER SCHUTT III C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TREASURER 5.00 0 0 0 MR E MATTHEW BROWN C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR BENJAMIN F DU PONT C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR STEVEN B HUTTON C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 DR RICHARD LIGHTY C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 DR ROBIN W MORGAN C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR ROBERT MCCRACKEN PECK C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR BLAINE T PHILLIPS JR C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MS ANNE C ROSE C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR GREGORY WOLCOTT C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MS VALERIE J SILL CFA C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MS CYNTHIA DU PONT TOBIAS C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR THOMAS K WHITFORD C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR GARRETT VAN S COPELAND C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 TRUSTEE 5.00 0 0 0 MR PAUL B REDMAN C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 EXECUTIVE DIRECTOR 40.00 427787 23063 0 MR DENNIS FISHER CPA C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 CFO 40.00 193257 23022 0 COLVIN RANDALL C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 P.S. DU PONT FELLOW 40.00 279201 13818 0 SHARON LOVING C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 HORT. DEPT. HEAD 40.00 206169 29842 0 CONSTANCE MCCAW C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 GUEST SERVICES DEPT. 40.00 194440 26750 0 MAUREEN CONLEY C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 MARKETING DEPT. HEAD 40.00 180363 28243 0 DOUGLAS NEEDHAM C/O LONGWOOD GARDENS PO BOX 501 KENNETT SQUARE PA 19348 EDUCATION DEPT. HEAD 40.00 155223 24322 0 134 BANCROFT CONSTRUCTION CO INC 1300 N GRANT AVE SUITE 110 WILMINGTON DE 19806 CONSTRUCTION CONTRACTOR 22238567 RESTAURANT ASSOCIATES 330 FIFTH AVE 5TH FLOOR NEW YORK NY 10001 RESTAURANT MANAGEMENT 1389409 KLIP COLLECTIVEINC 314 BROWN STREET STUDIOS 100-102 PHILADELPHIA PA 19123 EXHIBIT CONTRACTOR 1059088 CAMBRIDGE ASSOCIATES 100 SUMMER ST SUITE 13 BOSTON MA 02110 INVESTMENT ADVISOR 926994 CROSSMEDIA 4001 MAIN STREET SUITE 310 PHILADELPHIA PA 19127 MARKETING CONSULTANT 902722 57 LONGWOOD GARDENS, INC., LOCATED IN KENNETT SQUARE, PENNSYLVANIA, IS THE LIVING LEGACY OF PIERRE S. DU PONT, INSPIRING PEOPLE THROUGH EXCELLENCE IN GARDEN DESIGN, HORTICULTURE, EDUCATION, AND THE ARTS. LONGWOOD GARDENS IS OPEN YEAR-ROUND AND DURING THE YEAR ENDED SEPTEMBER 30, 2015 SERVED IN EXCESS OF 1,200,000 VISITORS. LONGWOOD GARDENS SPONSORS AN ANNUAL MEETING OF THE VISITING COMMITTEE, WHICH REVIEWS THE OVERALL OPERATION OF THE GARDENS AND ISSUES A CONSENSUS REPORT OFFERING VARIOUS METHODS FOR IMPROVEMENT. TOTAL EXPENSES FOR DIRECT CHARITABLE ACTIVITIES WERE $56,210,667. LONGWOOD GARDENS ALSO OFFERS A WIDE VARIETY OF CONTINUING EDUCATION COURSES DEALING WITH VARIOUS HORTICULTURAL SUBJECTS. 56521163 N/A 0 0 751747058 925426 0 752672484 0 0 752672484 11290087 741382397 37069120 X 29207987 0 22574599 51782586 0 51782586 1971-12-21 X 7938897 11541899 10171905 7974251 37626952 6748062 9810614 8646119 6778113 31982909 51782586 39975948 33117169 33600280 158475983 0 0 0 0 0 51782586 39975948 33117169 33600280 158475983 0 0 24712747 24558627 22081215 20544774 91897363 0 0 0 0 X AMERICAN PUBLIC GARDENS ASSOCIATION 351 LONGWOOD ROAD KENNETT SQUARE PA 19348 NONE PC GRANT 25000 BARCLAY FRIENDS 700 N FRANKLIN ST WEST CHESTER PA 19380 NONE PC GRANT 1000 CHADDS FORD HISTORICAL SOCIETY 1736 CREEK ROAD CHADDS FORD PA 19317 NONE PC GRANT 2000 CHESTER COUNTY CONSERVATION DISTRICT 688 UNIONVILLE ROADSUITE 200 KENNETT SQUARE PA 19348 NONE PC GRANT 500 CHESTER COUNTY HISTORICAL SOCIETY 255 N HIGH STREET WEST CHESTER PA 19380 NONE PC GRANT 500 THE CULTURAL LANDSCAPE FOUNDATION 1711 CONNECTICUT AVENUENW SUITE 200 WASHINGTON DC 20009 NONE PC GRANT 1000 FILMMAKERS COLLABORATIVE 6 EASTMAN PLACE 202 MELROSE MA 02176 NONE PC GRANT 25000 FLORA OF NORTH AMERICA PO BOX 716 POINT ARENA CA 95468 NONE PC GRANT 10000 THE GLENRIDGE BENEVOLENCE FUND 7333 SCOTLAND WAY SARASOTA FL 34238 NONE PC GRANT 250 KENNETT EDUCATION FOUNDATION PO BOX 849 KENNETT SQUARE PA 19348 NONE PC GRANT 1000 LONGWOOD FIRE COMPANY 1001 E BALTIMORE PIKE KENNETT SQUARE PA 19348 NONE PC GRANT 60000 NATURAL LANDS TRUST 1031 PALMERS MILL ROAD MEDIA PA 19063 NONE PC GRANT 250 NEMOURS ALFRED I DUPONT HOSPITAL FOR CHILDREN 1600 ROCKLAND ROAD WILMINGTON DE 19803 NONE PC GRANT 1000 PENNSYLVANIA HORTICULTURAL SOCIETY 100 N 20TH ST 5TH FLOOR PHILADELPHIA PA 19103 NONE PC GRANT 2500 PRESERVATION ALLIANCE 1608 WALNUT STREET SUITE 804 PHILADELPHIA PA 19103 NONE PC GRANT 1280 SCOTT ARBORETUM OF SWARTHMORE AVENUE 500 COLLEGE AVENUE SWARTHMORE PA 19081 NONE PC GRANT 1864 STJOHN BELOVED 907 MILLTOWN ROAD WILMINGTON DE 19808 NONE PC GRANT 100 TEAM PENNSYLVANIA FOUNDATION PO BOX 11468 100 PINE ST HARRISBURG PA 17108 NONE PC GRANT 15000 TYLER ARBORETUM 515 PAINTER ROAD MEDIA PA 19063 NONE PC GRANT 1000 UDANCE 015L PERKINS STUDENT CENTER UNIVERSITY OF DELWARE NEWARK DE 19711 NONE PC GRANT 125 WYCK HISTORIC HOUSEGARDENFARM 6026 GERMANTOWN AVENUE PHILADELPHIA PA 19144 NONE PC GRANT 10000 159369 0 ADMISSIONS FEES 15425105 RESTAURANT INCOME 03 7169637 CONTINUING EDUCATION 432440 PERFORMING ARTS 889404 FACILITIES RENTALS 69925 14 9494427 16 21314 18 17350331 MISCELLANEOUS 80673 ROYALTY INCOME 15 1075329 0 35111038 16897547 52008585 1A ADMISSION INCOME ACCOUNTS FOR 56% OF OPERATING INCOME AND 34% OF TOTAL INCOME WITHOUT WHICH OUR GOAL OF PROVIDING A WORLD CLASS HORTICULTURAL DISPLAY WOULD BE IMPOSSIBLE TO ACCOMPLISH. 1C CONTINUING EDUCATION COURSES ARE HORTICULTURALLY RELATED , THEREBY CREATING GREATER UNDERSTANDING AND APPRECIATION OF LONGWOOD'S EXEMPT PURPOSE. 1D LONGWOOD SPONSORS PERFORMANCES IN ITS OUTDOOR AMPHITHEATER, AND IN OTHER GARDEN LOCATIONS, WITH THE INTENTION OF ADDING TO THE GARDENS VISITATION EXPERIENCE AND CULTIVATING A GREATER HORTICULTURAL INTEREST IN THOSE WHO ATTEND. 1E FACILITY RENTALS ARE AVAILABLE FOR CERTAIN MEETINGS AND SOCIAL FUNCTIONS. 11A MISCELLANEOUS INCOME INCLUDES REFUNDS AND REIMBURSEMENTS THAT OFFSET EXPENSES INCURRED DURING THE NORMAL COURSE OF BUSINESS. 0 0 0 0 0 0 0 0 0 0 X X 1 FIDELITY FOUNDATION C/O LONGWOOD GARDENS ROUTE 1 KENNETT SQUARE PA 19348 360000 X ACCOUNTING FEES 52580 0 19609 32971 AUTOS 2014-10-01 1350328 1346233 VAR 0.000000000000 0 0 0 EQUIPMENT, TOOLS, AND FURNISHINGS 2014-10-01 25380729 19371726 VAR 0.000000000000 576559 0 576559 LAND, BUILDING, AND IMPROVEMENTS 2014-10-01 211834667 99308404 VAR 0.000000000000 6462041 0 6462041 PROJECTS IN PROCESS 2014-10-01 33996585 VAR 0.000000000000 0 0 0 DOMESTIC AND FOREIGN CORPORATE BONDS 15564956 15564956 COMMON STOCKS 74366590 74366590 46357369 46357369 0 0 SHORT-TERM DEPOSITS FMV 19300462 19300462 BOND MUTUAL FUNDS FMV 22524577 22524577 DOMESTIC EQUITY MUTUAL FUNDS FMV 33573787 33573787 GLOBAL EQUITY MUTUAL FUNDS FMV 45421604 45421604 LIMITED PARTNERSHIPS AND PRIVATE EQUITY FMV 454272102 454272102 AUTOS 1350328 1346233 4095 EQUIPMENT, TOOLS, AND FURNISHINGS 25380729 19948285 5432444 LAND, BUILDING, AND IMPROVEMENTS 211834667 105770445 106064222 PROJECTS IN PROCESS 33996585 0 33996585 LEGAL FEES 63493 0 23679 39814 UNREALIZED LOSS ON INVESTMENTS 41661325 CHANGE IN POST-RETIREMENT AND PENSION BENEFITS LIABILITY 9165966 RESTAURANT 7488569 0 7169637 318932 SPECIAL OPERATING PROJECTS 784799 0 292681 492118 OPERATING SUPPLIES AND GENERAL 2059579 0 768096 1291483 UTILITIES AND HEATING FUELS 1241214 0 462896 778318 GROWING SUPPLIES 865935 0 322940 542995 ADVERTISING 2010672 0 749856 1260816 GENERAL INSURANCE 820968 0 306170 514798 AUTO, TRUCK AND EQUIPMENT 227689 0 84914 142775 COMPUTER RELATED 365307 0 136237 229070 FEES, DUES AND SUBSCRIPTIONS 708903 0 264377 444526 SAFETY PROGRAMS 67112 0 25029 42083 EMPLOYEE RELATIONS 6741 0 2514 4227 TRAINING 98322 0 36668 61654 LIGHT EXHIBIT 1626067 0 606423 1019644 WINE & JAZZ FESTIVAL 68243 0 25450 42793 THIRD PARTY FUNDED PROJECTS 2417310 0 901507 1515803 OTHER EVENTS & PROGRAMS 115175 0 42953 72222 REPAIRS AND MAINTENANCE 121850 121850 121850 0 ADMISSIONS FEES 15425105 15425105 RESTAURANT INCOME 7169637 7169637 CONTINUING EDUCATION 432440 432440 PERFORMING ARTS 889404 889404 FACILITIES RENTALS 69925 69925 MISCELLANEOUS 80673 80673 ROYALTY INCOME 1075329 1075329 AMOUNTS HELD ON BEHALF OF OTHERS 80325 96428 ACCRUED POST-RETIREMENT AND PENSION BENEFITS 36403252 45569218 INVESTMENT ADVISORS 4346833 4346833 1523038 2823795 BANK CUSTODY FEES 153566 153566 53806 99760 OTHER PROFESSIONAL FEES 4364936 0 1627851 2737085 TAXES - REAL ESTATE/OTHER 456751 0 62188 104563