THE LANDMARKS FINANCIAL CORPORATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE LANDMARKS FINANCIAL CORPORATION (EIN 25-1471828)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201202269349301385
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T11:00:19-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK P HESS & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 SOUTH 14TH STREET | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251471828 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LANDMARKS FINANCIAL CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LAND | NameControl |
| Phone | 4124715808 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W STATION SQUARE DR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR P ZIEGLER JR | Name |
| Title | PRESIDENT | Title |
| Phone | 4124715808 | Phone |
| Date Signed | 2012-06-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID J HESS | Name |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ARTHUR P ZIEGLER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORPORATE ADDRESS | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 23386987 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | To hold, manage, invest and distribute funds in ways which promote and support or which are in furtherance 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 733002 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22148 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3806023 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22148 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4539025 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 860989 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3579273 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 313052 | OtherExpensePriorYear |
| Other Expenses Current Year | 443731 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1174041 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4023004 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1151893 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 516021 | RevenuesLessExpensesCY |
| Total Assets BOY | 95405278 | TotalAssetsBOY |
| Total Assets EOY | 92293528 | TotalAssetsEOY |
| Total Liabilities BOY | 4353916 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6979661 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 91051362 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 85313867 | NetAssetsOrFundBalancesEOY |
| Mission Description | To hold, manage, invest and distribute funds in ways which promote and support | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3579273 | Expense |
| Grants | 3579273 | Grants |
| Description | GRANTS TO RELATED ORGANIZATIONS | Description |
| Total Program Service Expense | 3579273 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TOM CROYLE | NamePerson |
| Telephone Number | 4124715808 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORPORATE ADDRESS | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MARK BIBRO | ||||||||
| Trustee (ex-officio) | 0.75 | X | X | 0 | 0 | 0 | ||
| GEORGE DORMAN | ||||||||
| Trustee (ex-officio) | 0.75 | X | 0 | 0 | 0 | |||
| FLOYD GANASSI | ||||||||
| Trustee | 0.25 | X | 0 | 0 | 0 | |||
| L A GLASCO | ||||||||
| Trustee (ex-officio) | 0.25 | X | 0 | 0 | 0 | |||
| MARK GLEESON | ||||||||
| Trustee | 0.25 | X | 0 | 0 | 0 | |||
| MARTHA JORDAN | ||||||||
| Trustee (ex-officio) | 0.25 | X | 0 | 0 | 0 | |||
| MARY MCDONOUGH | ||||||||
| Trustee (ex-officio) | 0.25 | X | 0 | 0 | 0 | |||
| PHILIP F MUCK | ||||||||
| Trustee | 0.25 | X | 0 | 0 | 0 | |||
| HERMAN REID JR | ||||||||
| Trustee (ex-officio) | 0.25 | X | 0 | 0 | 0 | |||
| LARA WASHINGTON | ||||||||
| Trustee | 0.25 | X | 0 | 0 | 0 | |||
| ALEXANDER SPEYER III | ||||||||
| Trustee | 0.25 | X | 0 | 0 | 0 | |||
| DAVID VATER | ||||||||
| Trustee (ex-officio) | 0.25 | X | 0 | 0 | 0 | |||
| DAVID BARENSFELD | ||||||||
| Chairman/Trustee | 0.75 | X | X | 0 | 0 | 0 | ||
| PETER STEPHAICH | ||||||||
| Vice Chairman/Trustee | 0.25 | X | X | 0 | 0 | 0 | ||
| ELIZA SMITH BROWN | ||||||||
| Secretary/Trustee | 0 | X | X | |||||
| ERIC DICKERSON | ||||||||
| Treasurer/Trustee (ex-officio) | 0 | X | X | |||||
| ARTHUR P ZIEGLER JR | ||||||||
| President/Trustee(ex-officio) | 2 | X | X | 225006 | X | X | ||
| H PHIPPS HOFFSTOT III | ||||||||
| CFO/Assistant Sec. & Treas./Trustee (ex-officio) | 23 | X | X | 131792 | X | |||
| OTTO CHU | ||||||||
| Trustee | 0 | X | ||||||
| MARINA PERSIC LEHN | ||||||||
| Trustee | 0 | X | ||||||
| JACK MILLER | ||||||||
| Dir of Develop | 0 | 103063 | X | |||||
| MICHAEL SRIPRASERT | ||||||||
| President LCC/LDC | 1 | 126067 | X | |||||
| LOUISE STURGESS | ||||||||
| Executive Director PHLF | 0 | 108750 | X | |||||
| MATTHEW RAGAN | ||||||||
| Trustee (ex-officio) Director of Finance | 3 | X | 28000 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 722678 | TotalReportableCompFrmRltdOrgs |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORGAN STANLEY | |||||
| 1 PPG PL STE 1300 | PITTSBURGH | PA | 15222 | Investment Services | 166543 |
| HOLLOW BROOK ASSOCIATES | |||||
| 17TH FLOOR 410 PARK AVE | NEW YORK | NY | 10022 | Investment Services | 112595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Related Organizations | 733002 | RelatedOrganizations |
| Total Contributions | 733002 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1871419 | TotalRevenueColumn |
| Exclusion | $1,871,419 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20782566 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 18847962 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1934604 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1934604 | TotalRevenueColumn |
| Exclusion | $1,934,604 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4539025 | TotalRevenueColumn |
| Exclusion | $3,806,023 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3579273 | Total |
| Program Services | 3579273 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91996 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 91996 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10800 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 10800 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 333158 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 333158 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 221 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2927 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 2927 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4629 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 4629 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4023004 | Total |
| Program Services | 3579273 | ProgramServices |
| Management And General | 443731 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2449941 | BOY |
| EOY | 551662 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 9443 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2400349 | BOY |
| EOY | 4686399 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 779 | BOY |
| EOY | 770 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67289625 | BOY |
| EOY | 65826655 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23264584 | BOY |
| EOY | 21218599 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95405278 | BOY |
| EOY | 92293528 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4353916 | BOY |
| EOY | 6979661 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4353916 | BOY |
| EOY | 6979661 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87324186 | BOY |
| EOY | 80706845 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2961884 | BOY |
| EOY | 3603622 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 765292 | BOY |
| EOY | 1003400 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91051362 | BOY |
| EOY | 85313867 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95405278 | BOY |
| EOY | 92293528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 516021 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6253516 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHLF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256058560 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $353,498 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 353498 | SumOfAmounts |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1190242 | BeginningOfYearBalance |
| Contributions | 238108 | Contributions |
| Investment Earnings Or Losses | -67630 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 36596 | GrantsOrScholarships |
| Administrative Expenses | 5881 | AdministrativeExpenses |
| End Of Year Balance | 1318243 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1120558 | BeginningOfYearBalance |
| Contributions | 14500 | Contributions |
| Investment Earnings Or Losses | 83174 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 25567 | GrantsOrScholarships |
| Administrative Expenses | 2423 | AdministrativeExpenses |
| End Of Year Balance | 1190242 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 859496 | BeginningOfYearBalance |
| Contributions | 15965 | Contributions |
| Investment Earnings Or Losses | 266851 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 20000 | GrantsOrScholarships |
| Administrative Expenses | 1754 | AdministrativeExpenses |
| End Of Year Balance | 1120558 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84230 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.15770 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| LP - Private Equity | 11790592 | F |
| LP - Subordinated Debt | 6889070 | F |
| LP - Real Estate | 188937 | F |
| Private Equity | 2350000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 21218599 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITTSBURGH HISTORY & LANDMARKS FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W STATION SQUARE DR SUITE 450 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 256058560 | EINOfRecipient |
| IRC Section | N/A | IRCSection |
| Amount Of Cash Grant | 353498 | AmountOfCashGrant |
| Method Of Valuation | book | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | Operations Support | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Pt I Line 2 | Identifier |
| Explanation | All grants/distributions are made to related organizations. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ARTHUR P ZIEGLER JR | NamePerson |
| Comp Based On Related Orgs | 225006 | CompBasedOnRelatedOrgs |
| Deferred Comp Related Orgs | 22000 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Related Orgs | 10424 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Related Orgs | 257430 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Related Orgs | 212623 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (58 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 1a | 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 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 or 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 Bylaws; (c)the amendment or repeal of any | |
| resolution of the LFC Board of Trustees; or (d) action on matters | |
| committed by the LFC Bylaws or a resolution of the LFC Board of | |
| Trustees to another committee of the LFC Board of Trustees. | |
| Pt VI, Line 7a | The Executive Commitee 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 Bylaws. | |
| Pt VI, Line 7b | The Articles of Incorporation of LFC and the LFC Bylaws may |
| not be amended or repealed without approval of PHLF pursuant | |
| to the LFC Bylaws. | |
| Pt VI, Line 11a | The Executive Committee of the Landmarks Financial Corporation |
| meets to review, discuss and approve the final draft of the | |
| Form 990. Following approval by the LFC Executive Committee | |
| and prior to submission of the Form 990 to the IRS, the LFC Board | |
| of Trustees is notified via email that the Form 990 is available | |
| for review on PHLF's website under a password protected area | |
| and that trustees may provide comments and/or revisions to staff | |
| up to a certain date. The final Form 990 is also distributed to | |
| the trustees at the subsequent board meeting following submission. | |
| Pt VI, 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 organizations/corporations and information on family | |
| members. The completed Conflicts Disclosure Statements are reviewed | |
| and retained by the general counsel. | |
| Pt VI, Line 19 | All governing documents, the Conflict of Interest Policy, and |
| audited financial statements of LFC are 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. | |
| Pt XII, Line 2c | The financial statements of LFC are audited as part of the annual |
| consolidated audit of PHLF. The PHLF Audit Committee, | |
| therefore, reviewed and accepted the 2011 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. | |
| Pt. VII, Column B | Average hours per week for related organizations, Pittsburgh |
| History & Landmarks Foundation (PHLF), Landmarks Community Capital | |
| (LCC) and Landmarks Development Corporation (LDC), | |
| Landmarks Fiancial Corporation (LFC) and Crescent Apartments LP (Crescent) | |
| include the following: | |
| Arthur P. Ziegler, Jr. - PHLF 15 hours, LCC 5 hours, LDC 15 hours, LFC 2 hours and Crescent 3 hours | |
| Phipps Hoffstot III - PHLF 8 hours, LCC 3 hours, LDC 6 hours, LFC 23 hours and Crescent 0 hours | |
| Michael Sriprasert - PHLF 13 hours, LCC 7 hours, LDC 12 hours, LFC 1 hour and Crescent 7 hours | |
| Jack Miller - PHLF 40 hours, LCC 0 hours, LDC 0 hours, LFC 0 hours and Crescent 0 hours | |
| Louise Sturgess - PHLF 40 hours, LCC 0 hours, LDC o hours, LFC 0 hours and Crescent 0 hours | |
| Matthew Ragan - PHLF 34 hours, LCC 2 hours, LDC 1 hour, LFC 3 hours and Crescent 0 hours |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| PITTSBURGH HISTORY & LANDMARKS FOUNDATION | ||||||||||
| 100 W STATION SQUARE DR SUITE 450 | PITTSBURGH | PA | 15219 | 256058560 | HISTORIC PRESERVATION | PA | 501 (c) 3 | 7 | NO | false |
| LANDMARKS COMMUNITY CAPITAL CORPORATION | ||||||||||
| 100 W STATION SQUARE DR SUITE 400 | PITTSBURGH | PA | 15219 | 261114298 | COMMUNITY ECONOMIC DEVELOPMENT | PA | 501 (c) 3 | 7 | NO | false |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MARKET AT FIFTH LP | |||||||||||
| 100 W STATION SQUARE DR | PITTSBURGH | PA | 15219 | 208888403 | Real Estate Developer | PA | LANDMARKS DEVELOPMENT CORP | 0 | false | false | 0.00000 |
| MARKET AT FIFTH MASTER TENANT LP | |||||||||||
| 100 W STATION SQUARE DR | PITTSBURGH | PA | 15210 | 270304935 | Real Estate Developer | PA | LANDMARKS DEVELOPMENT CORP | 0 | false | false | 0.00000 |
| CRESCENT APARTMENTS LP | |||||||||||
| 100 W STATION SQUARE DR | PITTSBURGH | PA | 15219 | 271207594 | Real Estate Developer | PA | LANDMARKS DEVELOPMENT CORP | 0 | false | false | 0.00000 |
| CRESCENT APARTMENTS MASTER TENANT LP | |||||||||||
| 100 W STATION SQUARE DR | PITTSBURGH | PA | 15219 | 272159571 | Real Estate Developer | PA | LANDMARKS DEVELOPMENT CORP | 0 | false | false | 0.00000 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARKS DEVELOPMENT CORP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W STATION SQ DR ST 450 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251467656 | EIN |
| Primary Activity | Real Estate Mgt & Development | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDMARKS FINANCIAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -353729 | ShareOfTotalIncome |
| Share Of EOY Assets | 12349664 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| PITTSBURGH HISTORY & LANDMARKS FDN | ||
| b | 353498 | Cost |
| PITTSBURGH HISTORY & LANDMARKS FDN | ||
| c | 733002 | Cost |
| PITTSBURGH HISTORY & LANDMARKS FDN | ||
| e | 5000000 | Cost |
| LANDMARKS DEVELOPMENT CORP LANDMARKS COMMUNITY CAPITAL PITTSBURGH HISTORY & | ||
| o | 61473 | Cost |
| LANDMARKS DEVELOPMENT CORP LANDMARKS COMMUNITY CAPITAL PITTSBURGH HISTORY & | ||
| p | 4443 | Cost |
| LANDMARKS COMMUNITY CAPITAL | ||
| q | 1086500 | Cost |
Comments