THE LANDMARKS FINANCIAL CORPORATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE LANDMARKS FINANCIAL CORPORATION (EIN 25-1471828)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-12
IRS object ID
201513169349302711
Schema version
2014v5.0
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)
Return2015-11-12T12:01:05-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251622758PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAHER DUESSEL CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1503 MARTINDALE STREET SUITE 600AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15212ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251471828EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LANDMARKS FINANCIAL CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLANDBusinessNameControlTxt
Phone4124715808PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 W STATION SQUARE DRIVE NO 450AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARTHUR P ZIEGLER JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4124715808PhoneNum
Signature2015-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID P DUESSELPreparerPersonNm
PTINP00229536PTIN
Phone4124715500PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerARTHUR P ZIEGLER JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 W STATION SQUARE DRIVE NO 450AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$30,514,743GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$87,123TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$86,123NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$22,028,323PYInvestmentIncomeAmt
CY Investment Income$5,242,483CYInvestmentIncomeAmt
PY Other Revenue$16,561PYOtherRevenueAmt
CY Other Revenue$99CYOtherRevenueAmt
PY Total Revenue$22,044,884PYTotalRevenueAmt
CY Total Revenue$5,242,582CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$498,727PYOtherExpensesAmt
CY Other Expenses$510,100CYOtherExpensesAmt
PY Total Expenses$498,727PYTotalExpensesAmt
CY Total Expenses$510,100CYTotalExpensesAmt
PY Revenues Less Expenses$21,546,157PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,732,482CYRevenuesLessExpensesAmt
Total Assets BOY$117,590,824TotalAssetsBOYAmt
Total Assets EOY$115,692,466TotalAssetsEOYAmt
Total Liabilities BOY$591,626TotalLiabilitiesBOYAmt
Total Liabilities EOY$401,659TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$116,999,198NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$115,290,807NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$479,533ExpenseAmt
DescINVESTMENT MANAGEMENT AND SUPPORT FOR PITTSBURGH HISTORY & LANDMARKS FOUNDATION AND OTHER RELATED ORGANIZATIONS.Desc
Total Program Service Expenses$479,533TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW RAGANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4124715808PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 W STATION SQUARE DRIVE NO 450AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
FRANK AMORUSO
TRUSTEE0.50Yes (X)$0$0$0
DAVID BEVILACQUA
TRUSTEE1.00Yes (X)$0$0$0
GEORGE C DORMAN
CHAIR4.50Yes (X)$0$0$0Yes (X)
BEN GARBER
TRUSTEE0.50Yes (X)$0$0$0
DR LLOYD G GIBSON
TRUSTEE0.50Yes (X)$0$0$0
MARK S GLEESON
SECRETARY0.80Yes (X)$0$0$0Yes (X)
WILLIAM HART
TRUSTEE2.00Yes (X)$0$0$0
JANA LYONS
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
PAULO M NZAMBI
TRUSTEE1.50Yes (X)$0$0$0
KEVIN T O'DONNELL
TRUSTEE5.00Yes (X)$0$0$0
CURTIS C RANDLE EL
TREASURER3.00Yes (X)$0$0$0Yes (X)
EMORY L REDD
TRUSTEE0.50Yes (X)$0$0$0
DR HERMAN L REID JR
VICE CHAIR4.00Yes (X)$0$0$0Yes (X)
BRADLEY SWINK
TRUSTEE0.50Yes (X)$0$0$0
ANDREW WOZNIAK
TRUSTEE0.00Yes (X)$0$0$00.00
ARTHUR P ZIEGLER JR
LFC PRESIDENT2.00$0$211,970$17,437Yes (X)38.00
MATTHEW RAGAN
DIRECTOR OF FINANCE31.00$0$117,276$12,5519.00Yes (X)
MICHAEL SRIPRASERT
LCCC & LDC PRESIDENT0.50$0$140,328$13,70339.50Yes (X)
DONALD KORTLANDT
GENERAL COUNSEL4.00$0$148,542$25,93836.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$618,116TotReportableCompRltdOrgAmt
Total Other Compensation$69,629TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOLLOW BROOK ASSOCIATES LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 LEXINGTON AVENUE STE 2840AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10170ZIPCd
FieldValueIRS element (for citing)
ServicesINVESTMENT SERVICESServicesDesc
Compensation$158,275CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,101,478TotalRevenueColumnAmt
Unrelated Business Revenue$87,123UnrelatedBusinessRevenueAmt
Exclusion$3,014,355ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$27,413,166SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$25,272,161SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,141,005SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,141,005TotalRevenueColumnAmt
Exclusion$2,141,005ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$99TotalRevenueColumnAmt
Exclusion$99ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$99OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,242,582TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$87,123UnrelatedBusinessRevenueAmt
Exclusion$5,155,459ExclusionAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$30,277TotalAmt
Program Services$30,277ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,000TotalAmt
Management And General$22,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$422,038TotalAmt
Program Services$422,038ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$176TotalAmt
Management And General$176ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,540TotalAmt
Management And General$2,540ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,851TotalAmt
Management And General$5,851ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescTAXESDesc
Total$27,218TotalAmt
Program Services$27,218ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$510,100TotalAmt
Program Services$479,533ProgramServicesAmt
Management And General$30,567ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$663,664BOYAmt
EOY$435,726EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,250BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$274,913BOYAmt
EOY$512,755EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$849BOYAmt
EOY$1,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$79,589,169BOYAmt
EOY$81,246,813EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$37,018,726BOYAmt
EOY$33,496,172EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$37,253BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$117,590,824BOYAmt
EOY$115,692,466EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$462,179BOYAmt
EOY$401,659EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$129,447BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$591,626BOYAmt
EOY$401,659EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$112,769,360BOYAmt
EOY$112,209,557EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,916,296BOYAmt
EOY$1,759,945EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,313,542BOYAmt
EOY$1,321,305EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$116,999,198BOYAmt
EOY$115,290,807EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$117,590,824BOYAmt
EOY$115,692,466EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,732,482ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,954,070NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,486,803OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PHLFBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN256058560EIN
Organization Type7OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$2,486,804SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$2,486,804SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 1:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,970,099BeginningYearBalanceAmt
Contributions$7,763ContributionsAmt
Investment Earnings Or Losses-$123,958InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,415GrantsOrScholarshipsAmt
Administrative Expenses$10,182AdministrativeExpensesAmt
End Year Balance$1,830,307EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,875,469BeginningYearBalanceAmt
Contributions$43,335ContributionsAmt
Investment Earnings Or Losses$349,376InvestmentEarningsOrLossesAmt
Grants Or Scholarships$298,081GrantsOrScholarshipsAmt
End Year Balance$1,970,099EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,318,243BeginningYearBalanceAmt
Contributions$409,882ContributionsAmt
Investment Earnings Or Losses$188,467InvestmentEarningsOrLossesAmt
Grants Or Scholarships$36,297GrantsOrScholarshipsAmt
Administrative Expenses$4,826AdministrativeExpensesAmt
End Year Balance$1,875,469EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,190,242BeginningYearBalanceAmt
Contributions$238,108ContributionsAmt
Investment Earnings Or Losses-$67,630InvestmentEarningsOrLossesAmt
Grants Or Scholarships$36,596GrantsOrScholarshipsAmt
Administrative Expenses$5,881AdministrativeExpensesAmt
End Year Balance$1,318,243EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,120,558BeginningYearBalanceAmt
Contributions$14,500ContributionsAmt
Investment Earnings Or Losses$83,174InvestmentEarningsOrLossesAmt
Grants Or Scholarships$25,567GrantsOrScholarshipsAmt
Administrative Expenses$2,423AdministrativeExpensesAmt
End Year Balance$1,190,242EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.72000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
LP - PRIVATE EQUITY$19,850,244F
LP - SUBORDINATED DEBT$2,692,397F
LP - REAL ESTATE$220,803F
LAND$20,000F
INVESTMENT LANDMARKS DEVELOPMENT CORPORATION$10,712,728F
FieldValueIRS element (for citing)
Total Book Value Securities$33,496,172TotalBookValueSecuritiesAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART V, LINE 4FormAndLineReferenceDesc
ExplanationENDOWMENT 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ARTHUR P ZIEGLER JR
LFC PRESIDENT$0$205,000$0$0$0$6,970$0$10,750$0$6,687$0$229,407$0$0
MICHAEL SRIPRASERT
LCCC & LDC PRESIDENT$0$140,328$0$0$0$0$0$7,016$0$6,687$0$154,031$0$0
DONALD KORTLANDT
GENERAL COUNSEL$0$148,542$0$0$0$0$0$7,427$0$18,511$0$174,480$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE PITTBURGH HISTORY & LANDMARKS FOUNDATION, THE PARENT ORGANIZATION OF LFC IS THE SOLE MEMBER OF LFC.
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 7BTHE ARTICLES OF INCORPORATION OF LFC AND THE LFC BY-LAWS MAY NOT BE AMENEDED OR REPEALED WITHOUT APPROVAL OF PHLF PURSUANT TO THE LFC BY-LAWS.
FORM 990, PART VI, SECTION B, LINE 11THE 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. COPIES OF THE FINAL FORM 990 ARE ALSO PROVIDED TO THE LFC TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTRUSTEES 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 19ALL 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 XI, LINE 9:TRANSFERS - NET -2,486,803.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
PITTSBURGH HISTORY & LANDMARKS FOUNDATION
100 W STATION SQUARE DRIVE SUITE 10PITTSBURGHPA15219256058560HISTORIC PRESERVATIONPA501(C)(3)LINE 7N/AYes (1)
LANDMARKS COMMUNITY CAPITAL CORPORATION
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219261114298COMMUNITY ECONOMIC DEVELOPMENTPA501(C)(3)LINE 7Yes (1)PITTSBURGH HISTORY AND LANDMARKS FOUNDATION

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
MARKET AT FIFTH LP
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219208888403REAL ESTATE DEVELOPERPATHE LANDMARKS DEVELOPMENT CORPORATIONINVESTMENT-$4,881$2,934,5730Yes (1)0.95000
MARKET AT FIFTH MASTER TENANT
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219270304935REAL ESTATE DEVELOPERPATHE LANDMARKS DEVELOPMENT CORPORATIONINVESTMENT-$3-$380Yes (1)0.00010
CRESCENT APARTMENTS LP
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219271207594REAL ESTATE DEVELOPERPATHE LANDMARKS DEVELOPMENT CORPORATIONINVESTMENT-$319,8660Yes (1)0.75000
CRESCENT APARTMENTS MASTER TENANT
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219272159571REAL ESTATE DEVELOPERPATHE LANDMARKS DEVELOPMENT CORPORATIONINVESTMENT-$9$710Yes (1)0.00010

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE LANDMARKS DEVELOPMENT CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 W STATION SQUARE DRIVE SUITE 45AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
EIN251467656EIN
Primary ActivitiesREAL ESTATE MANAGEMENT AND DEVELOPERPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE LANDMARKS FINANCIAL CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of Total Income-$906,235ShareOfTotalIncomeAmt
Share Of EOY Assets$10,831,499ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PITTSBURGH HISTORY & LANDMARKS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$2,482,104InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt

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