2013-11-11T14:21:30-06:00 2012-12-31 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2012-01-01 251471828 THE LANDMARKS FINANCIAL CORPORATION LAND 4124715808 100 W STATION SQUARE DRIVE NO 450 PITTSBURGH PA 15219 ARTHUR ZIEGLER 4124715808 2013-11-11 1 4124715500 2012 2016-02-24 21:20:13Z ARTHUR ZIEGLER 100 W STATION SQUARE DRIVE NO 450 PITTSBURGH PA 15219 23796752 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. 32 29 0 0 0 0 733002 0 0 0 3806023 3919052 0 937000 4539025 4856052 3579273 0 0 0 0 0 0 0 0 443731 842040 4023004 842040 516021 4014012 92293528 97135621 6979661 6095062 85313867 91040559 X 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. 0 0 936500 PRESERVATION LOAN REIMBURSEMENT 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 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 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 32 29 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X TOM CROYLE 4124715808 100 W STATION SQUARE DRIVE NO 450 PITTSBURGH PA 15219 DAVID BEVILACQUA 0.40 X 0 0 0 BEN GARBER 0.40 X 0 0 0 MARINA PERSIC LEHN 0.40 X X 0 0 0 PETER STEPHAICH 0.50 X 0 0 0 LARRY GLASCO 0.80 0.40 X 0 0 0 DAVID VATER 0.80 0.50 X 0 0 0 DAVID BARENSFELD 1.00 X 0 0 0 ELIZA SMITH BROWN 1.00 X 0 0 0 MARTHA JORDAN 0.80 1.00 X 0 0 0 HERMAN REID 0.80 2.00 X X 0 0 0 OTTO CHU 0.40 X 0 0 0 JANA LYONS 0.40 X 0 0 0 ALEXANDER SPEYER III 0.40 X 0 0 0 ERIC DICKERSON 0.30 0.40 X X 0 0 0 MARY MCDONOUGH 0.80 0.40 X 0 0 0 BRADLEY SWINK 0.40 X 0 0 0 FLOYD GANASSI 0.40 X 0 0 0 WILLIAM HART 0.40 X 0 0 0 JAKE HAULK 0.40 X 0 0 0 PHILLIP MUCK 0.40 X 0 0 0 PAULO NZAMBI 0.40 X 0 0 0 MARK BIBRO 2.00 1.00 X 0 0 0 MARK GLEESON 0.80 X 0 0 0 KEVIN O'DONNELL 0.40 X 0 0 0 EMORY LINCOLN REDD 0.40 X 0 0 0 TOM TRIPOLI 0.40 X 0 0 0 PATRICK WALLACE 0.50 X 0 0 0 LARA WASHINGTON 0.40 X 0 0 0 GEORGE DORMAN 1.00 2.00 X X 0 0 0 ARTHUR P ZIEGLER JR 10.00 30.00 X 0 221091 33267 HENRY P HOFFSTOT III 32.00 8.00 X X 0 140000 26022 MATTHEW RAGAN 27.00 13.00 X 0 107138 9549 MICHAEL SRIPASERT 0.00 40.00 X 0 138301 13250 LOUISE STURGESS 0.00 40.00 X 0 110750 23071 0 717280 105159 0 0 1 0 MORGAN STANLEY 1 PPG PLACE SUITE 1300 PITTSBURGH PA 15222 INVESTMENT SERVICES 232718 HOLLOW BROOK ASSOCIATES 410 PARK AVENUE NEW YORK NY 10022 INVESTMENT SERVICES 120469 2 2262254 2262254 20597498 18940700 1656798 1656798 1656798 PRESERVATION LOAN REIMBURSEMENT 900099 936500 936500 FEES 900099 500 500 937000 4856052 936500 0 3919552 8526 8526 13500 13500 369537 369537 41658 41658 566 566 8576 8576 4677 4677 BAD DEBT EXPENSE 395000 395000 842040 0 842040 0 551662 394668 9443 13404 4686399 329913 770 781 65826655 71802167 21218599 24295855 0 298833 92293528 97135621 6979661 5342428 0 752634 6979661 6095062 X 80706845 84887206 3603622 4883146 1003400 1270207 85313867 91040559 92293528 97135621 X 4014012 2163185 -450505 X X 0 1 X 1 0 X X 0 0 0 PHLF 256058560 7 1 1 1 460657 1 460657 1318243 409882 188467 36297 4826 1875469 1190242 238108 -67630 36596 5881 1318243 1120558 14500 83174 25567 2423 1190242 859496 15965 266851 20000 1754 1120558 1224439 22337 -339581 45000 2699 859496 0 0 0 LP - PRIVATE EQUITY 17923797 F LP - SUBORDINATED DEBT 5273153 F LP - REAL ESTATE 197655 F PRIVATE EQUITY 881250 F LAND 20000 F 24295855 DUE TO RELATED ENTITIES 752634 752634 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 0 221091 0 0 0 0 0 22500 0 10767 0 254358 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE LANDMARKS FINANCIAL CORPORATION (LFC) HAS AN EXECUTIVE COMMITTEE THAT WAS ESTABLISHED BY A RESOLUTION OF THE LFC BOARD OF TRUSTEES, AND IS COMPOSED OF THE TRUSTEES ELECTED BY THE LFC BOARD OF TRUSTEES, TYPICALLY ON AN ANNUAL BASIS. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT FOR THE LFC BOARD OF TRUSTEES BETWEEN MEETINGS, BUT DOES NOT HAVE THE POWER OF AUTHORITY AS TO THE FOLLOWING: (A) THE FILLING OF VACANCIES IN THE LFC BOARD OF TRUSTEES; (B) THE ADOPTION, AMENDMENT, OR REPEAL OF THE LFC BY-LAWS; (C) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE LFC BOARD OF TRUSTEES; OR (D) ACTION ON MATTERS COMMITTED BY THE LFC BY-LAWS OR A RESOLUATION OF THE LFC BOARD OF TRUSTEES TO ANOTHER COMMITTEE OF THE LFC BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE COMMITTEE OF THE PITTSBURGH HISTORY & LANDMARKS FOUNDATION (PHLF), THE PARENT ORGANIZATION OF LFC, ELECTS THE TRUSTEES OF THE LFC BOARD OF TRUSTEES, AND EACH MEMBER OF THE PHLF EXECUTIVE COMMITTEE IS AN EX-OFFICIO TRUSTEE OF THE LFC BOARD OF TRUSTEES PURSUANT TO THE LFC BY-LAWS. 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 OF 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 THE LFC EXECUTIVE COMMITTEE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: EQUITY INCOME 36,630. TRANSFERS - NET -487,135. FORM 990, PART XII, LINE 2C THE FINANCIAL STATEMENTS OF LFC ARE AUDITED AS PART OF THE ANNUAL CONSOLIDATED AUDIT OF THE PHLF. THE PHLF AUDIT COMMITTEE REVIEWED AND ACCEPTED THE 2012 AUDITED FINANCIAL STATEMENTS OF PHLF. THE PHLF AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF AUDITS, REVIEW AND COMPILATION OF FINANCIAL STATEMENTS, AND THE SELECTION OF THE AUDITOR. PITTSBURGH HISTORY & LANDMARKS FOUNDATION 100 W STATION SQUARE DRIVE SUITE 10 PITTSBURGH PA 15219 256058560 HISTORIC PRESERVATION PA 501(C)(3) LINE 7 NO 0 LANDMARKS COMMUNITY CAPITAL CORPORATION 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 261114298 COMMUNITY ECONOMIC DEVELOPMENT PA 501(C)(3) LINE 7 NO 0 MARKET AT FIFTH LP 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 208888403 REAL ESTATE DEVELOPER PA LANDMARKS FINANCIAL CORPORATION 0 0 MARKET AT FIFTH MASTER TENANT 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 270304935 REAL ESTATE DEVELOPER PA LANDMARKS FINANCIAL CORPORATION 0 0 CRESENT APARTMENTS LP 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 271207594 REAL ESTATE DEVELOPER PA LANDMARKS FINANCIAL CORPORATION 0 0 CRESENT APARTMENTS MASTER TENANT 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 272159571 REAL ESTATE DEVELOPER PA LANDMARKS FINANCIAL CORPORATION 0 0 LANDMARKS DEVELOPMENT CORPORATION 100 W STATION SQUARE DRIVE SUITE 45 PITTSBURGH PA 15219 251467656 REAL ESTATE MANAGEMENT AND DEVELOPER PA LANDMARKS FINANCIAL CORPORATION C -994610 8378630 1.00000 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 PITTSBURGH HISTORY & LANDMARKS FOUNDATION B 913780 COST PITTSBURGH HISTORY & LANDMARKS FOUNDATION C 453123 COST PITTSBURGH HISTORY & LANDMARKS FOUNDATION E 5000000 COST LANDMARKS DEVELOPMENT CORPORATION O 777636 COST LANDMARKS DEVELOPMENT CORPORATION P 286952 COST