2017-11-14T09:23:50-06:00 2016-12-31 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2016-01-01 251471828 THE LANDMARKS FINANCIAL CORPORATION LAND 4124715808 100 W STATION SQUARE DRIVE NO 450 PITTSBURGH PA 15219 ARTHUR P ZIEGLER JR PRESIDENT 4124715808 2017-11-14 1 DAVID P DUESSEL P00229536 4124715500 209.195.187.38 2017-11-14 09:23:36 ES P CFD8723C99DA34A81AC725AC11EFC007E4E8C797 42292C2F34C1D04826D6F0934AD8A7BAF605EA22 2016 2021-01-29 14:40:06Z ARTHUR P ZIEGLER JR 100 W STATION SQUARE DRIVE NO 450 PITTSBURGH PA 15219 12441104 0 X N/A X 1984 PA TO HOLD, MANAGE, INVEST, AND DISTRIBUTE FUNDS IN WAYS WHICH PROMOTE AND SUPPORT, OR WHICH ARE IN FUTHERANCE OF THE INTERESTS AND PURPOSES OF PITTSBURGH HISTORY & LANDMARKS FOUNDATION AND OTHER ORGANIZATIONS WHICH (A) QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, (B) ARE SECTION 509(A)(1) OR 509(A)(2) ORGANIZATIONS, AND (C) ARE OPERATED IN CONNECTION WITH PITTSBURGH HISTORY & LANDMARKS FOUNDATION. 15 15 0 15 12130 7766 0 0 0 0 4971672 2328758 0 9391 4971672 2338149 0 0 0 0 0 0 0 0 0 415385 418103 415385 418103 4556287 1920046 109102860 115442480 450271 403436 108652589 115039044 X TO HOLD, MANAGE, INVEST, AND DISTRIBUTE FUNDS IN WAYS WHICH PROMOTE & SUPPORT OR WHICH ARE IN FUTHERANCE OF THE INTERESTS AND PURPOSES OF PITTSBURGH HISTORY & LANDMARKS FOUNDATION & OTHER ORGANIZATIONS WHICH (A) QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, (B) ARE SECTION 509(A)(1) OR 509(A)(2) ORGANIZATIONS, AND (C) ARE OPERATED IN CONNECTION WITH PITTSBURGH HISTORY & LANDMARKS FOUNDATION. 0 0 382109 9391 INVESTMENT MANAGEMENT AND SUPPORT FOR PITTSBURGH HISTORY & LANDMARKS FOUNDATION AND OTHER RELATED ORGANIZATIONS. 382109 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X NANCY KRULAC FAUST 4124715808 100 W STATION SQUARE DRIVE NO 450 PITTSBURGH PA 15219 FRANK AMORUSO TRUSTEE 0.50 0.00 X 0 0 0 DAVID BEVILACQUA TRUSTEE 1.00 0.00 X 0 0 0 BEN GARBER TRUSTEE 0.50 0.00 X 0 0 0 DR LLOYD G GIBSON TRUSTEE 0.50 0.00 X 0 0 0 MARK S GLEESON SECRETARY 1.00 0.00 X X 0 0 0 WILLIAM HART CHAIR 2.50 0.00 X X 0 0 0 JANA LYONS VICE CHAIR 0.50 0.00 X X 0 0 0 PAULO M NZAMBI TRUSTEE 0.50 0.00 X 0 0 0 CURTIS C RANDLE EL TREASURER 0.50 0.00 X X 0 0 0 EMORY L REDD TRUSTEE 0.50 0.00 X 0 0 0 DR HERMAN L REID JR VICE CHAIR 4.00 0.00 X X 0 0 0 ANDREW WOZNIAK TRUSTEE 0.25 0.00 X 0 0 0 KEVIN O'DONNELL TRUSTEE 2.00 0.00 X 0 0 0 EISA CAVALIER TRUSTEE 0.25 0.00 X 0 0 0 STEVE SEKELIK TRUSTEE 0.50 0.00 X 0 0 0 ARTHUR P ZIEGLER JR LFC PRESIDENT 2.00 38.00 X 0 259677 19559 MICHAEL SRIPRASERT LCCC & LDC PRESIDENT 0.00 40.00 X 0 181420 15880 DONALD KORTLANDT GENERAL COUNSEL 4.00 36.00 X 0 169775 27338 MATTHEW RAGAN DIRECTOR OF FINANCE 30.00 10.00 X 0 131814 13400 0 742686 76177 0 0 1 0 0 2560085 12130 2547955 9871628 10102955 -231327 -231327 -231327 LOAN INTEREST 522292 9391 9391 9391 2338149 9391 12130 2316628 2167 2167 13270 13270 144588 144588 140 140 8538 8538 270 270 10918 10918 BAD DEBT EXPENSE ON LOA 224913 224913 TAXES 12248 12248 MISCELLANEOUS 1051 90 961 418103 382109 35994 0 351111 406609 467401 194576 4620 7709 20000 20000 20000 75623814 82247267 32635914 32566319 109102860 115442480 450271 403436 450271 403436 X 105786189 111960364 1539859 1745569 1326541 1333111 108652589 115039044 109102860 115442480 X 1920046 6000026 -1533617 X 0 1 X 1 0 X X 1 PITTSBURGH HISTORY & LANDMARKS FOUNDATION 256058560 7 1 1533618 0 1 1533618 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION A, LINE 1: THE LANDMARKS FINANCIAL CORPORATION'S ARTICLES OF INCORPORATION PROVIDE FOR THE SUPPORT OF PITTSBURGH HISTORY AND LANDMARKS FOUNDATION AND "OTHER ORGANIZATIONS WHICH (A) QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954, AS AMENDED, OR THE CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES REVENUE LAW), (B) ARE SECTION 509(A)(2) ORGANIZATIONS, AND (C) ARE OPERATED, SUPERVISED OR CONTROLLED BY, OR OPERATED IN CONNECTION WITH PITTSBURGH HISTORY & LANDMARKS FOUNDATION." USING THAT CRITERIA, LFC PROVIDES SUPPORT FOR PHLF, AND PHLF'S WHOLLY OWNED SUBSIDIARY, LANDMARKS COMMUNITY CAPITAL CORPORATION. PART IV, SECTION B, LINE 2: THE ORGANIZATION, PITTSBURGH HISTORY & LANDMARKS FOUNDATION (PHLF), WHICH CONTROLS THIS SUPPORTING ORGANIZATION, DIRECTS THIS SUPPORTING ORGANIZATION FROM TIME TO TIME TO PROVIDE SUPPORT TO PHLF'S SUBSIDIARY, LANDMARKS COMMUNITY CAPITAL CORPORATION, TO SUPPORT THE REVITALIZATION AND REDEVELOPMENT OF HISTORIC COMMUNITIES THROUGH LENDING, PROVIDING EQUITY INVESTMENTS, AND OTHER PROGRAMS AIMED AT AMELIORATING COMMUNITY DETERIORATION AND BLIGHT. 1740577 6570 121800 95915 1773032 1830307 5236 -69726 25240 1740577 1970099 7763 -123958 13415 10182 1830307 1875469 43335 349376 298081 1970099 1318243 409882 188467 36297 4826 1875469 0.75000 0.25000 0 0 20000 20000 20000 LP - PRIVATE EQUITY 18938979 F LP - SUBORDINATED DEBT 1780545 F LP - REAL ESTATE 243575 F INVESTMENT LANDMARKS DEVELOPMENT CORPORATION 11603220 F 32566319 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED TO FURTHER THE MISSION OF THE PARENT COMPANY, PITTSBURGH HISTORY & LANDMARKS FOUNDATION, WHICH IS TO IDENTIFY AND SAVE HISTORICALLY SIGNIFICANT PLACES. X 1 1 0 0 0 0 0 0 0 0 0 ARTHUR P ZIEGLER JR LFC PRESIDENT 0 255000 0 0 0 4677 0 12750 0 6809 0 279236 0 0 MICHAEL SRIPRASERT LCCC & LDC PRESIDENT 0 181420 0 0 0 0 0 9071 0 6809 0 197300 0 0 DONALD KORTLANDT GENERAL COUNSEL 0 169775 0 0 0 0 0 8489 0 18849 0 197113 0 0 FORM 990, PART VI, SECTION A, LINE 2 ARTHUR P. ZIEGLER AND MICHAEL SRIPRASERT ARE MEMBERS OF TWO LLCS, ONE THAT OWNS AND OPERATES AN EIGHT UNIT APARTMENT BUILDING IN BELLEVUE, PA, AND THE OTHER OF WHICH OWNS A FIVE UNIT APARTMENT BUILDING IN BELLEVUE, PA. FORM 990, PART VI, SECTION A, LINE 6 THE PITTBURGH HISTORY & LANDMARKS FOUNDATION, THE PARENT ORGANIZATION OF LFC IS THE SOLE MEMBER OF LFC. FORM 990, PART VI, SECTION A, LINE 7A THE PITTSBURGH HISTORY & LANDMARKS FOUNDATION (PHLF), THE PARENT ORGANIZATION OF LFC, ELECTS THE TRUSTEES OF THE LFC BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION OF LFC AND THE LFC BY-LAWS MAY NOT BE AMENDED OR REPEALED WITHOUT APPROVAL OF PHLF PURSUANT TO THE LFC BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE PHLF AUDIT COMMITTEE (INCLUDING A REPRESENTATIVE OF LFC) MEETS TO REVIEW, DISCUSS, AND APPROVE THE FINAL DRAFT OF THE FORM 990. FOLLOWING APPROVAL BY THE PHLF AUDIT COMMITTEE AND PRIOR TO SUBMISSION OF THE FORM 990 TO THE IRS, DRAFTS OF THE FORM 990 ARE SENT TO THE LFC TRUSTEES FOR REVIEW, COMMENT AND/OR REVISION UP TO A CERTAIN DATE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO COMPLETE AND SUBMIT TO LFC A CONFLICTS DISCLOSURE STATEMENT ON AN ANNUAL BASIS PURSUANT TO LFC'S CONFLICT OF INTEREST POLICY. THE CONFLICTS DISCLOSURE STATEMENT INCLUDES INFORMATION NEEDED TO IDENTIFY ACTUAL AND POTENTIAL CONFLICTS SUCH AS CURRENT EMPLOYER, SIGNIFICANT INVESTMENTS, POSITIONS ON OTHER ORGANIZATION/CORPORATION, AND INFORMATION OF FAMILY MEMBERS. THE COMPLETED CONFLICTS DISCLOSURE STATEMENTS ARE REVIEWED AND RETAINED BY THE GENERAL COUNSEL. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS OF PHLF ARE MADE AVAILABLE TO THE PUBLIC BY CONTACTING THE ACCOUNTING DEPARTMENT TO SCHEDULE A TIME DURING REGULAR BUSINESS HOURS TO REVIEW THOSE DOCUMENTS. IF APPROPRIATE, THE INFORMATION MAY BE MAILED OR E-MAILED TO AN INTERESTED PARTY FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15: NO SALARY EXPENSES ARE INCURRED BY LFC. INSTEAD, LFC'S PARENT ORGANIZATION, PHLF, INCURS SALARY EXPENSES AND HAS A COMPENSATION COMMITTEE THAT FOLLOWS A DUE DILIGENCE PROCESS DESCRIBED ON PHLF'S FORM 990. FORM 990, PART XI, LINE 9: TRANSFERS TO SUPPORTED ORGANIZATIONS - NET -1,533,617. MARKET AT FIFTH INVESTOR LLC 100 W STATION SQUARE DRIVE PITTSBURGH PA 15219 474773839 REAL ESTATE DEVELOPER PA 80171 0 LANDMARKS DEVELOPMENT CORPORATION FALCONHURST GP LLC 100 W STATION SQUARE DRIVE PITTSBURGH PA 15219 471946434 REAL ESTATE DEVELOPER PA 0 101 LANDMARKS DEVELOPMENT CORPORATION MARKET AT FIFTH LLC 100 W STATION SQUARE DRIVE PITTSBURGH PA 15219 208888403 HISTORIC PROPERTY RESTORATION PA -766897 4679920 LANDMARKS DEVELOPMENT CORPORATION PITTSBURGH HISTORY & LANDMARKS FOUNDATION 100 W STATION SQUARE DRIVE SUITE 10 PITTSBURGH PA 15219 256058560 HISTORIC PRESERVATION PA 501(C)(3) LINE 7 N/A 1 LANDMARKS COMMUNITY CAPITAL CORPORATION 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 261114298 COMMUNITY ECONOMIC DEVELOPMENT PA 501(C)(3) LINE 7 PITTSBURGH HISTORY AND LANDMARKS FOUNDATION 1 MARKET AT FIFTH MASTER TENANT 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 270304935 REAL ESTATE DEVELOPER PA THE LANDMARKS DEVELOPMENT CORPORATION INVESTMENT 9 0 1 0.00010 CRESCENT APARTMENTS LP 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 271207594 REAL ESTATE DEVELOPER PA THE LANDMARKS DEVELOPMENT CORPORATION INVESTMENT 157758 5751647 0 1 0.75000 CRESCENT APARTMENTS MASTER TENANT 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 272159571 REAL ESTATE DEVELOPER PA THE LANDMARKS DEVELOPMENT CORPORATION INVESTMENT 6 128 0 1 0.00010 FALCONHURST RESTORATION LP 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 352516852 REAL ESTATE DEVELOPER PA THE LANDMARKS DEVELOPMENT CORPORATION INVESTMENT 15 1136 0 1 0.00010 THE LANDMARKS DEVELOPMENT CORPORATION 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 251467656 REAL ESTATE MANAGEMENT AND DEVELOPER PA THE LANDMARKS FINANCIAL CORPORATION C -471618 11993941 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 PITTSBURGH HISTORY & LANDMARKS FOUNDATION B 1533618 COST THE LANDMARKS DEVELOPMENT CORPORATION B 250000 COST