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THE LANDMARKS FINANCIAL CORPORATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
THE LANDMARKS FINANCIAL CORPORATION (EIN 25-1471828)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-11
IRS object ID
201303169349301915
Schema version
2012v2.1
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)
Timestamp2013-11-11T14:21:30-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN251622758EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MAHER DUESSEL CPA'SBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1503 MARTINDALE STREET SUITE 600AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15212ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN251471828EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE LANDMARKS FINANCIAL CORPORATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlLANDNameControl
Phone4124715808Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 W STATION SQUARE DRIVE NO 450AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15219ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameARTHUR ZIEGLERName
TitlePRESIDENTTitle
Phone4124715808Phone
Date Signed2013-11-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone4124715500Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonARTHUR ZIEGLERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1100 W STATION SQUARE DRIVE NO 450AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15219ZIPCode
FieldValueIRS element (for citing)
Gross Receipts23796752GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1984YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTO 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body32NbrVotingMembersGoverningBody
Nbr Independent Voting Members29NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year733002ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year3806023InvestmentIncomePriorYear
Investment Income Current Year3919052InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year937000OtherRevenueCurrentYear
Total Revenue Prior Year4539025TotalRevenuePriorYear
Total Revenue Current Year4856052TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3579273GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year443731OtherExpensePriorYear
Other Expenses Current Year842040OtherExpensesCurrentYear
Total Expenses Prior Year4023004TotalExpensesPriorYear
Total Expenses Current Year842040TotalExpensesCurrentYear
Revenues Less Expenses Prior Year516021RevenuesLessExpensesPriorYear
Revenues Less Expenses CY4014012RevenuesLessExpensesCY
Total Assets BOY92293528TotalAssetsBOY
Total Assets EOY97135621TotalAssetsEOY
Total Liabilities BOY6979661TotalLiabilitiesBOY
Total Liabilities EOY6095062TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY85313867NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY91040559NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Revenue936500Revenue
DescriptionPRESERVATION LOAN REIMBURSEMENTDescription
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members32NbrVotingGoverningBodyMembers
Number Independent Voting Members29NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1TOM CROYLEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4124715808TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1100 W STATION SQUARE DRIVE NO 450AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15219ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (34 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerAverage Hours Per Week RelatedAverageHoursPerWeekRelatedHighest Compensated EmployeeHighestCompensatedEmployee
DAVID BEVILACQUA
TRUSTEE0.40X000
BEN GARBER
TRUSTEE0.40X000
MARINA PERSIC LEHN
SECRETARY0.40X000X
PETER STEPHAICH
TRUSTEE0.50X000
LARRY GLASCO
TRUSTEE (EX-OFFICIO)0.80X0000.40
DAVID VATER
TRUSTEE (EX-OFFICIO)0.80X0000.50
DAVID BARENSFELD
TRUSTEE1.00X000
ELIZA SMITH BROWN
TRUSTEE1.00X000
MARTHA JORDAN
TRUSTEE (EX-OFFICIO)0.80X0001.00
HERMAN REID
VICE CHAIR (EX-OFFICIO0.80X000X2.00
OTTO CHU
TRUSTEE0.40X000
JANA LYONS
TRUSTEE0.40X000
ALEXANDER SPEYER III
TRUSTEE0.40X000
ERIC DICKERSON
TREASURER0.30X000X0.40
MARY MCDONOUGH
TRUSTEE (EX-OFFICIO)0.80X0000.40
BRADLEY SWINK
TRUSTEE0.40X000
FLOYD GANASSI
TRUSTEE0.40X000
WILLIAM HART
TRUSTEE0.40X000
JAKE HAULK
TRUSTEE0.40X000
PHILLIP MUCK
TRUSTEE0.40X000
PAULO NZAMBI
TRUSTEE0.40X000
MARK BIBRO
TRUSTEE (EX-OFFICIO)2.00X0001.00
MARK GLEESON
TRUSTEE0.80X000
KEVIN O'DONNELL
TRUSTEE0.40X000
EMORY LINCOLN REDD
TRUSTEE0.40X000
TOM TRIPOLI
TRUSTEE0.40X000
PATRICK WALLACE
TRUSTEE0.50X000
LARA WASHINGTON
TRUSTEE0.40X000
GEORGE DORMAN
CHAIR1.00X000X2.00
ARTHUR P ZIEGLER JR
LFC PRESIDENT/TRUSTEE (EX-OFFICIO)10.00X02210913326730.00
HENRY P HOFFSTOT III
CIO/ASST. SECRETARY/TREAUS32.00X014000026022X8.00
MATTHEW RAGAN
DIRECTOR OF FINANCE/TRUSTEE (EX-OFFICIO)27.00X0107138954913.00
MICHAEL SRIPASERT
LCCC & LDC PRESIDENT0.0001383011325040.00X
LOUISE STURGESS
PHLF EXECUTIVE DIRECTOR0.0001107502307140.00X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs717280TotalReportableCompFrmRltdOrgs
Total Other Compensation105159TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MORGAN STANLEY
1 PPG PLACE SUITE 1300PITTSBURGHPA15222INVESTMENT SERVICES232718
HOLLOW BROOK ASSOCIATES
410 PARK AVENUENEW YORKNY10022INVESTMENT SERVICES120469
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2262254TotalRevenueColumn
Exclusion$2,262,254ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities20597498Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities18940700Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1656798Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1656798TotalRevenueColumn
Exclusion$1,656,798ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmount
PRESERVATION LOAN REIMBURSEMENT900099936500936500
FEES900099500$500
FieldValueIRS element (for citing)
Total Other Revenue937000TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4856052TotalRevenueColumn
Related Or Exempt Function Income936500RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$3,919,552ExclusionAmount

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total8526Total
Management And General8526ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total13500Total
Management And General13500ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total369537Total
Management And General369537ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total41658Total
Management And General41658ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total566Total
Management And General566ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total8576Total
Management And General8576ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total4677Total
Management And General4677ManagementAndGeneral

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionBAD DEBT EXPENSEDescription
Total395000Total
Management And General395000ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total842040Total
Program Services0ProgramServices
Management And General842040ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY551662BOY
EOY394668EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY9443BOY
EOY13404EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY4686399BOY
EOY329913EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY770BOY
EOY781EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY65826655BOY
EOY71802167EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY21218599BOY
EOY24295855EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY298833EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY92293528BOY
EOY97135621EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY6979661BOY
EOY5342428EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY752634EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6979661BOY
EOY6095062EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY80706845BOY
EOY84887206EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3603622BOY
EOY4883146EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1003400BOY
EOY1270207EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY85313867BOY
EOY91040559EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY92293528BOY
EOY97135621EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses4014012ReconcilationRevenueExpenses
Reconciliation Unrealized Invest2163185ReconciliationUnrealizedInvest
Reconcilation Other Changes-450505ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type2XSupportingOrg509a3Type2
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1PHLFBusinessNameLine1
FieldValueIRS element (for citing)
EIN256058560EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$460,657Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts460657SumOfAmounts

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1318243BeginningOfYearBalance
Contributions409882Contributions
Investment Earnings Or Losses188467InvestmentEarningsOrLosses
Grants Or Scholarships36297GrantsOrScholarships
Administrative Expenses4826AdministrativeExpenses
End Of Year Balance1875469EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1190242BeginningOfYearBalance
Contributions238108Contributions
Investment Earnings Or Losses-67630InvestmentEarningsOrLosses
Grants Or Scholarships36596GrantsOrScholarships
Administrative Expenses5881AdministrativeExpenses
End Of Year Balance1318243EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1120558BeginningOfYearBalance
Contributions14500Contributions
Investment Earnings Or Losses83174InvestmentEarningsOrLosses
Grants Or Scholarships25567GrantsOrScholarships
Administrative Expenses2423AdministrativeExpenses
End Of Year Balance1190242EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance859496BeginningOfYearBalance
Contributions15965Contributions
Investment Earnings Or Losses266851InvestmentEarningsOrLosses
Grants Or Scholarships20000GrantsOrScholarships
Administrative Expenses1754AdministrativeExpenses
End Of Year Balance1120558EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1224439BeginningOfYearBalance
Contributions22337Contributions
Investment Earnings Or Losses-339581InvestmentEarningsOrLosses
Grants Or Scholarships45000GrantsOrScholarships
Administrative Expenses2699AdministrativeExpenses
End Of Year Balance859496EndOfYearBalance
FieldValueIRS element (for citing)
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
LP - PRIVATE EQUITY17923797F
LP - SUBORDINATED DEBT5273153F
LP - REAL ESTATE197655F
PRIVATE EQUITY881250F
LAND20000F
FieldValueIRS element (for citing)
Total Of Book Value Securities24295855TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO RELATED ENTITIESDescription
Amount$752,634Amount
FieldValueIRS element (for citing)
Total Of Amounts752634TotalOfAmounts

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
ExplanationPART 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonARTHUR P ZIEGLER JRNamePerson
TitleLFC PRESIDENT/TRUSTEE (EX-OFFICIO)Title
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs221091CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs22500DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs10767NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs254358TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 1THE 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 7ATHE 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 7BTHE 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 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 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 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:EQUITY INCOME 36,630. TRANSFERS - NET -487,135.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2CTHE 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.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
PITTSBURGH HISTORY & LANDMARKS FOUNDATION
100 W STATION SQUARE DRIVE SUITE 10PITTSBURGHPA15219256058560HISTORIC PRESERVATIONPA501(C)(3)LINE 7NO0
LANDMARKS COMMUNITY CAPITAL CORPORATION
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219261114298COMMUNITY ECONOMIC DEVELOPMENTPA501(C)(3)LINE 7NO0

Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Disproportionate AllocationsDisproportionateAllocationsGeneral Or Managing PartnerGeneralOrManagingPartner
MARKET AT FIFTH LP
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219208888403REAL ESTATE DEVELOPERPALANDMARKS FINANCIAL CORPORATION00
MARKET AT FIFTH MASTER TENANT
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219270304935REAL ESTATE DEVELOPERPALANDMARKS FINANCIAL CORPORATION00
CRESENT APARTMENTS LP
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219271207594REAL ESTATE DEVELOPERPALANDMARKS FINANCIAL CORPORATION00
CRESENT APARTMENTS MASTER TENANT
100 W STATION SQUARE DRIVE SUITE 45PITTSBURGHPA15219272159571REAL ESTATE DEVELOPERPALANDMARKS FINANCIAL CORPORATION00

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1LANDMARKS DEVELOPMENT CORPORATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1100 W STATION SQUARE DRIVE SUITE 45AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15219ZIPCode
FieldValueIRS element (for citing)
EIN251467656EIN
Primary ActivityREAL ESTATE MANAGEMENT AND DEVELOPERPrimaryActivity
Legal Domicile StatePALegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1LANDMARKS FINANCIAL CORPORATIONBusinessNameLine1
FieldValueIRS element (for citing)
Type Of EntityCTypeOfEntity
Share Of Total Income-994610ShareOfTotalIncome
Share Of EOY Assets8378630ShareOfEOYAssets
Percentage Ownership1.00000PercentageOwnership
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org1LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
PITTSBURGH HISTORY & LANDMARKS FOUNDATION
B913780COST
PITTSBURGH HISTORY & LANDMARKS FOUNDATION
C453123COST
PITTSBURGH HISTORY & LANDMARKS FOUNDATION
E5000000COST
LANDMARKS DEVELOPMENT CORPORATION
O777636COST
LANDMARKS DEVELOPMENT CORPORATION
P286952COST