Form 990 for tax year 2023
Filed by PITTSBURGH HISTORY & LANDMARKS FOUNDATION.
Totals
- Total revenue
- $2,631,252
- Total expenses
- $2,568,907
- Contributions and grants received
- $2,597,464
- Grants paid
- $149,038
- Program service revenue
- $16,478
- Investment income
- $0
- Other revenue
- $17,310
- Total assets, end of year
- $2,308,632
- Total liabilities, end of year
- $952,235
- Net assets or fund balances, end of year
- $1,356,397
- Program services expenses (Part IX)
- $1,897,057
- Management and general expenses
- $492,083
- Fundraising expenses
- $179,767
- Program service expenses (Part III)
- $1,897,057
Program services were 73.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$21,529
-
1d · Related organizations
$1,819,811
-
1f · All other contributions, gifts and grants
$756,124
-
1g · Noncash contributions included above
$130,396
-
2a · Program service revenue: TOURS
total $16,278 · related or exempt $16,278
-
2b · Program service revenue: PRESERVATION AND EDUCA
total $200 · related or exempt $200
-
6a · Gross rents
real property $3,600
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $3,600
-
6d · Net rental income or loss
total $3,600 · related or exempt $3,600
-
11a · Other revenue: BOOK/DVD SALES INCOME
total $2,799 · related or exempt $2,799
-
11d · All other revenue
total $10,911 · excluded $10,911
-
11e · Other revenue, total
$13,710
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $131,123 · program services $131,123
-
2 · Grants to domestic individuals
total $17,915 · program services $17,915
-
5 · Compensation of officers, directors and key employees
total $751,243 · program services $585,333 · management and general $127,975 · fundraising $37,935
-
7 · Other salaries and wages
total $650,853 · program services $474,457 · management and general $98,768 · fundraising $77,628
-
8 · Pension plan contributions
total $64,537 · program services $48,619 · management and general $10,509 · fundraising $5,409
-
9 · Other employee benefits
total $206,304 · program services $151,934 · management and general $37,498 · fundraising $16,872
-
10 · Payroll taxes
total $95,567 · program services $72,281 · management and general $15,583 · fundraising $7,703
-
11c · Fees: accounting
total $24,049 · management and general $24,049
-
11g · Fees: other
total $70,000 · program services $56,437 · management and general $7,617 · fundraising $5,946
-
12 · Advertising and promotion
total $100 · program services $100
-
13 · Office expenses
total $67,876 · program services $29,914 · management and general $34,364 · fundraising $3,598
-
14 · Information technology
total $6,041 · management and general $6,041
-
16 · Occupancy
total $185,747 · program services $138,541 · management and general $32,514 · fundraising $14,692
-
17 · Travel
total $33,088 · program services $26,769 · management and general $3,384 · fundraising $2,935
-
19 · Conferences, conventions and meetings
total $7,137 · program services $243 · management and general $5,894 · fundraising $1,000
-
22 · Depreciation, depletion and amortization
total $64,431 · program services $40,337 · management and general $22,014 · fundraising $2,080
-
23 · Insurance
total $46,574 · program services $23,168 · management and general $22,354 · fundraising $1,052
-
24a · Other expenses: RESTORATION
total $54,870 · program services $54,870
-
24b · Other expenses: REPAIRS AND MAINTENACE
total $16,611 · program services $11,476 · management and general $4,955 · fundraising $180
-
24c · Other expenses: PROGRAMS AND TOURS
total $8,933 · program services $6,933 · fundraising $2,000
-
24e · All other expenses
total $65,908 · program services $26,607 · management and general $38,564 · fundraising $737
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $88,119 · end of year $132,393
-
4 · Accounts receivable
beginning of year $2,742
-
7 · Other notes and loans receivable
beginning of year $15,000
-
8 · Inventories for sale or use
beginning of year $98,920 · end of year $98,920
-
9 · Prepaid expenses and deferred charges
beginning of year $80,485 · end of year $98,690
-
10a · Land, buildings and equipment: cost or other basis
$2,298,245
-
10b · Land, buildings and equipment: accumulated depreciation
$1,321,880
-
10c · Land, buildings and equipment, net
beginning of year $1,028,402 · end of year $976,365
-
15 · Other assets
beginning of year $1,010,432 · end of year $1,002,264
-
17 · Accounts payable and accrued expenses
beginning of year $137,826 · end of year $138,751
-
19 · Deferred revenue
beginning of year $13,307 · end of year $22,374
-
25 · Other liabilities
beginning of year $869,350 · end of year $791,110
-
27 · Net assets without donor restrictions
beginning of year $741,818 · end of year $819,876
-
28 · Net assets with donor restrictions
beginning of year $561,799 · end of year $536,521
Mission and programs · 2023
Mission
PHLF WORKS WITHIN A 250-MILE RADIUS OF PITTSBURGH, PENNSYLVANIA TO: IDENTIFY AND SAVE HISTORICALLY SIGNIFICANT PLACES; RENEW HISTORIC NEIGHBORHOODS, TOWNS, AND URBAN AREAS; PRESERVE HISTORIC FARMS AND HISTORICALLY DESIGNATED LANDSCAPES; AND EDUCATE PEOPLE ABOUT THE PITTSBURGH REGION'S RICH ARCHITECTURAL HERITAGE.
-
PHLF'S EDUCATION DEPARTMENT OFFERS A VARIETY OF SERVICES AND EDUCATIONAL PROGRAMS ON LOCAL HISTORY, ARCHITECTURE, AND URBAN PLANNING, WHICH INCLUDE WALKING AND BUS TOURS OF ARCHITECTURAL AND HISTORICAL SITES FOR BOTH THE GENERAL PUBLIC AND SCHOOL CHILDREN; INSERVICE CLASSES FOR TEACHERS; RESEARCH AND PUBLICATION OF BOOKLETS AND BROCHURES; AND CLASSROOM PROGRAMS FOR PUBLIC AND PRIVATE SCHOOL CHILDREN. PHLF MAINTAINS THE JAMES VAN TRUMP LIBRARY OPEN TO THE PUBLIC AND PROVIDES RESEARCH AND EDUCATION ON ARCHITECTURE, URBAN PLANNING AND PRESERVATION TOPICS, AND A SECOND LIBRARY, THE FRANK B. FAIRBANKS RAIL TRANSPORTATION ARCHIVE.
Expenses $637,270 · Grants $17,915 · Revenue $16,694
-
PHLF PROVIDES SERVICES AND TECHNICAL ASSISTANCE, EXPENDS FUNDS, AND MAKES GRANTS TO SUPPORT PRESERVATION ACTIVITIES OF NEIGHBORHOOD ORGANIZATIONS THAT UNDERTAKE PROJECTS TO PRESERVE, RESTORE, AND REVITALIZE COMMUNITIES WITH A FOCUS ON LOW TO MODERATE INCOME COMMUNITIES. PHLF CREATES PROGRAMS TO IDENTIFY AND HELP PRESERVE ARCHITECTURAL LANDMARKS AND HISTORIC NEIGBORHOODS WITHIN WESTERN PENNSYLVANIA.
Expenses $7,776
-
PHLF USES FUNDS TO ACQUIRE, RESTORE, AND REUSE HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT STRUCTURES TO PROMOTE COMMUNITY REVITALIZATION AND ECONOMIC DEVELOPMENT. PHLF PROMOTES APPRECIATION OF HISTORY AND ARCHITECTURE THROUGH THESE PROGRAMS BY OPENING BUILDINGS TO THE PUBLIC, OFFERING TOURS, AND EDUCATING THE PUBLIC ON METHODS OF PRESERVING HISTORICALLY SIGNIFICANT BUILDINGS.
Expenses $1,252,011 · Grants $131,123 · Revenue $6,183
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Kevin P AllenKEVIN P ALLEN
CHAIRMAN/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Bill BatesBILL BATES
VICE CHAIRMAN/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.25
-
David A KleerDAVID A KLEER
VICE CHAIRMAN/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2
-
Selene L DavisSELENE L DAVIS
SECRETARY/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Larry DunnLARRY DUNN
TREASURER/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Mamadou BaldeMAMADOU BALDE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
David BarensfeldDAVID BARENSFELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Larry ChanLARRY CHAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Verna Corey Sc DVERNA COREY SC D
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Vincent J Delie JrVINCENT J DELIE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kate DiersenKATE DIERSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Leroy DillardLEROY DILLARD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Laurence GlascoLAURENCE GLASCO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Leon E Haynes IIILEON E HAYNES III
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles Evans HunnellCHARLES EVANS HUNNELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Cathy McCollomCATHY MCCOLLOM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Mary A NaverroMARY A NAVERRO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Genevieve OduorGENEVIEVE ODUOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mary Beth PastoriusMARY BETH PASTORIUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Curtiss Porter PhDCURTISS PORTER PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Angela Reynolds PhDANGELA REYNOLDS PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
George Robinson IIGEORGE ROBINSON II
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
Matthew A SanfilippoMATTHEW A SANFILIPPO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jud StewartJUD STEWART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Jt ThomasJT THOMAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Peter StephaichPETER STEPHAICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
-
Michael SriprasertMICHAEL SRIPRASERT
PRESIDENT
- Total calculated
- $317,942
- From this org
- $296,700
- From related orgs
- $0
- Other
- $21,242
- Hours/week
- 22 + 18 related
Schedule J breakdown matched by us
- Base
- $288,200
- Bonus
- $8,500
- Other
- $0
- Deferred
- $13,890
- Nontaxable benefits
- $7,352
- Filer's total
- $317,942
-
Arthur P Ziegler JrARTHUR P ZIEGLER JR
CO-FOUNDER
- Total calculated
- $353,099
- From this org
- $325,031
- From related orgs
- $0
- Other
- $28,068
- Hours/week
- 28 + 12 related
Schedule J breakdown matched by us
- Base
- $325,031
- Bonus
- $0
- Other
- $0
- Deferred
- $15,078
- Nontaxable benefits
- $12,990
- Filer's total
- $353,099
-
Andrew MarksANDREW MARKS
CONTROLLER
- Total calculated
- $129,222
- From this org
- $101,026
- From related orgs
- $0
- Other
- $28,196
- Hours/week
- 20.5 + 19.5 related
-
Donald KortlandtDONALD KORTLANDT
GENERAL COUNSEL
- Total calculated
- $249,286
- From this org
- $212,477
- From related orgs
- $0
- Other
- $36,809
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $212,477
- Bonus
- $0
- Other
- $0
- Deferred
- $10,245
- Nontaxable benefits
- $26,564
- Filer's total
- $249,286
-
David FarkasDAVID FARKAS
REAL ESTATE DEVELOPMENT DI
- Total calculated
- $161,730
- From this org
- $137,054
- From related orgs
- $0
- Other
- $24,676
- Hours/week
- 11 + 29 related
Schedule J breakdown matched by us
- Base
- $135,654
- Bonus
- $1,400
- Other
- $0
- Deferred
- $5,938
- Nontaxable benefits
- $18,738
- Filer's total
- $161,730
-
Karmagi RujumbaKARMAGI RUJUMBA
DEVELOPMENT AND COMMUNICAT
- Total calculated
- $174,612
- From this org
- $160,465
- From related orgs
- $0
- Other
- $14,147
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,965
- Bonus
- $1,500
- Other
- $0
- Deferred
- $7,650
- Nontaxable benefits
- $6,497
- Filer's total
- $174,612
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$10,000
REST
-
RODEF SHALOM CONGREGATION
$10,000
RESTORATION OF HISTORICAL RELIGIOUS PROPERTY
-
$10,000
RESTORATION OF HISTORICAL RELIGIOUS PROPERTY
-
$10,000
RESTORATION OF HISTORICAL RELIGIOUS PROPERTY
-
ST PHILIP CHURCH
$9,721
RESTORATION OF HISTORICAL RELIGIOUS PROPERTY
-
RESTORATION OF HISTORICAL RELIGIOUS PROPERTY
-
RESTORATION OF HISTORICAL RELIGIOUS PROPERTY
-
CALVARY EPISCOPAL CHURCH
$8,190
RESTORATION OF HISTORICAL RELIGIOUS PROPERTY
-
RESTORATION OF HISTORICAL RELIGIOUS PROPERTY
-
PITTSBURGH NEW CHURCH
$8,190
RESTORATION OF HISTORICAL RELIGIOUS PROPERTY
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LANDMARKS FINANCIAL CORPORATION
501 (C) (3) · FINANCIAL INVESTMENT · PA · controlled entity
Directly controlled by PITTSBURGH HISTORY & LANDMARKS FOUNDATION
-
LANDMARKS COMMUNITY CAPITAL CORPORATION
501 (C) (3) · COMMUNITY DEVELOPMENT · PA · controlled entity
Directly controlled by PITTSBURGH HISTORY & LANDMARKS FOUNDATION
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
FALCONHURST GP LLC
REAL ESTATE DEVELOPER · PA · income -$35 · assets -$299
Directly controlled by LANDMARKS DEVELOPMENT CORPORATION
-
MARKET AT FIFTH LLC
HISTORIC PROPERTY RESTORATION · PA · income -$145,782 · assets $3,042,503
Directly controlled by LANDMARKS DEVELOPMENT CORPORATION
-
CRESCENT APARTMENTS LLC
REAL ESTATE DEVELOPER · PA · income -$274,622 · assets $6,646,680
Directly controlled by LANDMARKS DEVELOPMENT CORPORATION
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
FALCONHURST RESTORATION LP
INVESTMENT · REAL ESTATE DEVELOPER · PA · 0.01% owned · share of income -$35 · share of assets -$299 · general or managing partner
Directly controlled by LANDMARKS DEVELOPMENT CORPORATION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
THE LANDMARKS DEVELOPMENT CORPORATION
C · REAL ESTATE MANAGEMENT AND DEVELOPER · PA · 100% owned · share of income -$1,479,922 · share of assets $7,966,262 · controlled entity
Directly controlled by LANDMARKS FINANCIAL CORPORATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432329349301253
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.