2012-08-13T11:00:19-07:00 2011-12-31 FRANK P HESS & CO INC 51 SOUTH 14TH STREET PITTSBURGH PA 15203 990 2011-01-01 251471828 THE LANDMARKS FINANCIAL CORPORATION LAND 4124715808 100 W STATION SQUARE DR PITTSBURGH PA 15219 ARTHUR P ZIEGLER JR 4124715808 2012-06-14 DAVID J HESS 2011 2016-02-24 21:20:13Z ARTHUR P ZIEGLER CORPORATE ADDRESS PITTSBURGH PA 15219 23386987 false X N/A X 1984 PA 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. 21 18 0 0 0 733002 0 22148 3806023 0 22148 4539025 860989 3579273 0 0 0 0 313052 443731 1174041 4023004 -1151893 516021 95405278 92293528 4353916 6979661 91051362 85313867 To hold, manage, invest and distribute funds in ways which promote and support false false 3579273 3579273 GRANTS TO RELATED ORGANIZATIONS 3579273 true false false false false false false false false true true true false false false false false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 21 18 false false false false false true true true true false false true true true true true true false false false PA X TOM CROYLE 4124715808 CORPORATE ADDRESS PITTSBURGH PA 15219 MARK BIBRO 0.75 X X 0 0 0 GEORGE DORMAN 0.75 X 0 0 0 FLOYD GANASSI 0.25 X 0 0 0 L A GLASCO 0.25 X 0 0 0 MARK GLEESON 0.25 X 0 0 0 MARTHA JORDAN 0.25 X 0 0 0 MARY MCDONOUGH 0.25 X 0 0 0 PHILIP F MUCK 0.25 X 0 0 0 HERMAN REID JR 0.25 X 0 0 0 LARA WASHINGTON 0.25 X 0 0 0 ALEXANDER SPEYER III 0.25 X 0 0 0 DAVID VATER 0.25 X 0 0 0 DAVID BARENSFELD 0.75 X X 0 0 0 PETER STEPHAICH 0.25 X X 0 0 0 ELIZA SMITH BROWN 0 X X ERIC DICKERSON 0 X X ARTHUR P ZIEGLER JR 2 X X X X 225006 H PHIPPS HOFFSTOT III 23 X X X 131792 OTTO CHU 0 X MARINA PERSIC LEHN 0 X JACK MILLER 0 X 103063 MICHAEL SRIPRASERT 1 X 126067 LOUISE STURGESS 0 X 108750 MATTHEW RAGAN 3 X X 28000 722678 0 false true false 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 2 733002 733002 1871419 1871419 20782566 18847962 1934604 1934604 1934604 4539025 3806023 3579273 3579273 91996 0 91996 0 10800 0 10800 0 333158 0 333158 0 221 0 221 0 2927 0 2927 0 4629 0 4629 0 4023004 3579273 443731 0 2449941 551662 9443 2400349 4686399 779 770 67289625 65826655 23264584 21218599 95405278 92293528 4353916 6979661 4353916 6979661 X 87324186 80706845 2961884 3603622 765292 1003400 91051362 85313867 95405278 92293528 516021 -6253516 X X false true true X false X X PHLF 256058560 7 true true true 353498 1 353498 0 0 0 0 0 0 1190242 238108 -67630 36596 5881 1318243 1120558 14500 83174 25567 2423 1190242 859496 15965 266851 20000 1754 1120558 0.00000 0.84230 0.15770 false false LP - Private Equity 11790592 F LP - Subordinated Debt 6889070 F LP - Real Estate 188937 F Private Equity 2350000 F 21218599 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. true PITTSBURGH HISTORY & LANDMARKS FOUNDATION 100 W STATION SQUARE DR SUITE 450 PITTSBURGH PA 15219 256058560 N/A 353498 book N/A Operations Support 1 Pt I Line 2 All grants/distributions are made to related organizations. X true true false false false false false false false false false ARTHUR P ZIEGLER JR 225006 22000 10424 257430 212623 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 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 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 LANDMARKS DEVELOPMENT CORP 100 W STATION SQ DR ST 450 PITTSBURGH PA 15219 251467656 Real Estate Mgt & Development PA LANDMARKS FINANCIAL C -353729 12349664 1.00000 false true true false true false false false false false false false false false true true true false 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