2015-11-12T12:01:05-06:00 2014-12-31 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2014-01-01 251471828 THE LANDMARKS FINANCIAL CORPORATION LAND 4124715808 100 W STATION SQUARE DRIVE NO 450 PITTSBURGH PA 15219 ARTHUR P ZIEGLER JR PRESIDENT 4124715808 2015-11-12 1 DAVID P DUESSEL P00229536 4124715500 2014 2016-02-25 16:41:14Z ARTHUR P ZIEGLER JR 100 W STATION SQUARE DRIVE NO 450 PITTSBURGH PA 15219 30514743 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 87123 86123 0 0 0 0 22028323 5242483 16561 99 22044884 5242582 0 0 0 0 0 0 0 0 0 498727 510100 498727 510100 21546157 4732482 117590824 115692466 591626 401659 116999198 115290807 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 479533 INVESTMENT MANAGEMENT AND SUPPORT FOR PITTSBURGH HISTORY & LANDMARKS FOUNDATION AND OTHER RELATED ORGANIZATIONS. 479533 1 0 0 0 0 0 0 0 0 1 0 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 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X MATTHEW RAGAN 4124715808 100 W STATION SQUARE DRIVE NO 450 PITTSBURGH PA 15219 FRANK AMORUSO TRUSTEE 0.50 X 0 0 0 DAVID BEVILACQUA TRUSTEE 1.00 X 0 0 0 GEORGE C DORMAN CHAIR 4.50 X X 0 0 0 BEN GARBER TRUSTEE 0.50 X 0 0 0 DR LLOYD G GIBSON TRUSTEE 0.50 X 0 0 0 MARK S GLEESON SECRETARY 0.80 X X 0 0 0 WILLIAM HART TRUSTEE 2.00 X 0 0 0 JANA LYONS VICE CHAIR 1.00 X X 0 0 0 PAULO M NZAMBI TRUSTEE 1.50 X 0 0 0 KEVIN T O'DONNELL TRUSTEE 5.00 X 0 0 0 CURTIS C RANDLE EL TREASURER 3.00 X X 0 0 0 EMORY L REDD TRUSTEE 0.50 X 0 0 0 DR HERMAN L REID JR VICE CHAIR 4.00 X X 0 0 0 BRADLEY SWINK TRUSTEE 0.50 X 0 0 0 ANDREW WOZNIAK TRUSTEE 0.00 0.00 X 0 0 0 ARTHUR P ZIEGLER JR LFC PRESIDENT 2.00 38.00 X 0 211970 17437 MATTHEW RAGAN DIRECTOR OF FINANCE 31.00 9.00 X 0 117276 12551 MICHAEL SRIPRASERT LCCC & LDC PRESIDENT 0.50 39.50 X 0 140328 13703 DONALD KORTLANDT GENERAL COUNSEL 4.00 36.00 X 0 148542 25938 0 618116 69629 0 0 1 0 HOLLOW BROOK ASSOCIATES LLC 420 LEXINGTON AVENUE STE 2840 NEW YORK NY 10170 INVESTMENT SERVICES 158275 1 3101478 87123 3014355 27413166 25272161 2141005 2141005 2141005 OTHER INCOME 900099 99 99 99 5242582 0 87123 5155459 30277 30277 22000 22000 422038 422038 176 176 2540 2540 5851 5851 TAXES 27218 27218 510100 479533 30567 0 663664 435726 6250 0 274913 512755 849 1000 79589169 81246813 37018726 33496172 37253 0 117590824 115692466 462179 401659 129447 0 591626 401659 X 112769360 112209557 2916296 1759945 1313542 1321305 116999198 115290807 117590824 115692466 X 4732482 -3954070 -2486803 X 0 1 X 1 0 X X 1 PHLF 256058560 7 1 2486804 0 1 2486804 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 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. 1970099 7763 -123958 13415 10182 1830307 1875469 43335 349376 298081 1970099 1318243 409882 188467 36297 4826 1875469 1190242 238108 -67630 36596 5881 1318243 1120558 14500 83174 25567 2423 1190242 0.72000 0.28000 0 0 0 LP - PRIVATE EQUITY 19850244 F LP - SUBORDINATED DEBT 2692397 F LP - REAL ESTATE 220803 F LAND 20000 F INVESTMENT LANDMARKS DEVELOPMENT CORPORATION 10712728 F 33496172 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 X X X 0 0 0 0 0 0 0 0 0 ARTHUR P ZIEGLER JR LFC PRESIDENT 0 205000 0 0 0 6970 0 10750 0 6687 0 229407 0 0 MICHAEL SRIPRASERT LCCC & LDC PRESIDENT 0 140328 0 0 0 0 0 7016 0 6687 0 154031 0 0 DONALD KORTLANDT GENERAL COUNSEL 0 148542 0 0 0 0 0 7427 0 18511 0 174480 0 0 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 AMENEDED OR REPEALED WITHOUT APPROVAL OF PHLF PURSUANT TO THE LFC BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11 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. COPIES OF THE FINAL FORM 990 ARE ALSO PROVIDED TO THE LFC TRUSTEES PRIOR TO FILING. 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 XI, LINE 9: TRANSFERS - NET -2,486,803. 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 LP 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 208888403 REAL ESTATE DEVELOPER PA THE LANDMARKS DEVELOPMENT CORPORATION INVESTMENT -4881 2934573 0 1 0.95000 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 -3 -38 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 -319866 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 -9 71 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 -906235 10831499 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 PITTSBURGH HISTORY & LANDMARKS FOUNDATION R 2482104 COST