2024-08-19T12:27:45-05:00 2023-12-31 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2023-01-01 256058560 PITTSBURGH HISTORY & LANDMARKS FOUNDATION PITT 4124715808 100 W STATION SQUARE DRIVE 450 PITTSBURGH PA 15219 MICHAEL SRIPRASERT PRESIDENT 4124715808 2024-08-19 1 0 BRIAN T MCCALL P01305341 4124715500 2023 2024-08-08 14:25:15Z MICHAEL SRIPRASERT 100 W STATION SQUARE DRIVE 450 PITTSBURGH PA 15219 2631252 0 X WWW.PHLF.ORG X 1964 PA 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. 26 26 24 43 0 0 2321835 2597464 16394 16478 0 0 58518 17310 2396747 2631252 141129 149038 0 0 1801029 1768504 0 0 179767 569482 651365 2511640 2568907 -114893 62345 2324100 2308632 1020483 952235 1303617 1356397 X 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. 0 0 637270 17915 16694 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. 7776 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. 1252011 131123 6183 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. 1897057 1 1 0 0 0 1 1 1 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 10 0 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X ANDREW J MARKS 4124715808 100 W STATION SQUARE DRIVE 450 PITTSBURGH PA 15219 KEVIN P ALLEN CHAIRMAN/TRUSTEE 1.00 X X 0 0 0 BILL BATES VICE CHAIRMAN/TRUSTEE 0.25 X X 0 0 0 DAVID A KLEER VICE CHAIRMAN/TRUSTEE 0.20 X X 0 0 0 SELENE L DAVIS SECRETARY/TRUSTEE 1.00 X X 0 0 0 LARRY DUNN TREASURER/TRUSTEE 0.50 X X 0 0 0 MAMADOU BALDE TRUSTEE 0.50 X 0 0 0 DAVID BARENSFELD TRUSTEE 1.00 X 0 0 0 LARRY CHAN TRUSTEE 0.50 X 0 0 0 VERNA COREY SC D TRUSTEE 0.50 X 0 0 0 VINCENT J DELIE JR TRUSTEE 1.00 X 0 0 0 KATE DIERSEN TRUSTEE 0.50 X 0 0 0 LEROY DILLARD TRUSTEE 0.50 X 0 0 0 LAURENCE GLASCO TRUSTEE 2.00 X 0 0 0 LEON E HAYNES III TRUSTEE 0.50 X 0 0 0 CHARLES EVANS HUNNELL TRUSTEE 0.50 X 0 0 0 CATHY MCCOLLOM TRUSTEE 0.50 X 0 0 0 MARY A NAVERRO TRUSTEE 0.50 X 0 0 0 GENEVIEVE ODUOR TRUSTEE 1.00 X 0 0 0 MARY BETH PASTORIUS TRUSTEE 1.50 X 0 0 0 CURTISS PORTER PHD TRUSTEE 0.50 X 0 0 0 ANGELA REYNOLDS PHD TRUSTEE 0.50 X 0 0 0 GEORGE ROBINSON II TRUSTEE 0.10 X 0 0 0 MATTHEW A SANFILIPPO TRUSTEE 1.00 X 0 0 0 JUD STEWART TRUSTEE 0.50 X 0 0 0 JT THOMAS TRUSTEE 1.50 X 0 0 0 PETER STEPHAICH TRUSTEE 4.00 X 0 0 0 MICHAEL SRIPRASERT PRESIDENT 22.00 18.00 X 296700 0 21242 ARTHUR P ZIEGLER JR CO-FOUNDER 28.00 12.00 X 325031 0 28068 ANDREW MARKS CONTROLLER 20.50 19.50 X 101026 0 28196 DONALD KORTLANDT GENERAL COUNSEL 20.00 20.00 X 212477 0 36809 DAVID FARKAS REAL ESTATE DEVELOPMENT DI 11.00 29.00 X 137054 0 24676 KARMAGI RUJUMBA DEVELOPMENT AND COMMUNICAT 40.00 X 160465 0 14147 1232753 0 153138 6 0 1 0 0 21529 1819811 756124 130396 2597464 TOURS 900099 16278 16278 PRESERVATION AND EDUCA 900099 200 200 16478 3600 0 3600 3600 3600 BOOK/DVD SALES INCOME 900099 2799 2799 10911 10911 13710 2631252 22877 0 10911 131123 131123 17915 17915 751243 585333 127975 37935 650853 474457 98768 77628 64537 48619 10509 5409 206304 151934 37498 16872 95567 72281 15583 7703 24049 24049 70000 56437 7617 5946 100 100 67876 29914 34364 3598 6041 6041 185747 138541 32514 14692 33088 26769 3384 2935 7137 243 5894 1000 64431 40337 22014 2080 46574 23168 22354 1052 RESTORATION 54870 54870 REPAIRS AND MAINTENACE 16611 11476 4955 180 PROGRAMS AND TOURS 8933 6933 2000 65908 26607 38564 737 2568907 1897057 492083 179767 88119 132393 2742 15000 98920 98920 80485 98690 2298245 1321880 1028402 976365 1010432 1002264 2324100 2308632 137826 138751 13307 22374 869350 791110 1020483 952235 X 741818 819876 561799 536521 1303617 1356397 2324100 2308632 62345 -9565 0 X 0 1 X 1 0 X 2369080 2188824 2390292 2321835 2597464 11867495 2369080 2188824 2390292 2321835 2597464 11867495 1372487 10495008 3600 3760 3520 3300 3600 17780 8445 3285 125660 50083 10911 198384 12083659 175169 0.86850 0.87680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28 13815 122500 4507150 1 1 X X 53 2090.00 30 14 1 1 429.00 39692 0 428893 X X X X 0 0 3982037 13815 573468 122500 4446820 3959044 772766 -600173 149600 3982037 3153027 392546 513721 100250 3959044 2972711 67841 216975 104500 3153027 2558449 65629 466263 117630 2972711 0.70000 0.30000 0 1 1 18844 18844 668155 290721 377434 289309 242524 46785 759411 671080 88331 562526 117555 444971 976365 DUE FROM RELATED ENTITIES 455542 OPERATING LEASE RIGHT OF USE ASSET 546722 1002264 ANNUITIES PAYABLE 91969 DUE TO RELATED ENTITIES 134091 OPERATING LEASE LIABILITY 565050 791110 PART II, LINE 5: PHLF HAS A WRITTEN EASEMENT POLICY THAT IS APPROVED BY THE EASEMENT COMMITTEE AND THE BOARD OF TRUSTEES. THE POLICY OUTLINES THE PROCESSES AND PROCEDURES FOR PHLF'S EASEMENT PROGRAM INCLUDING MONITORING, HANDLING VIOLATIONS AND ENFORCEMENT, ACCEPTANCE OF EASEMENTS, AND OTHER INFORMATION. PART II, LINE 9: FUNDS RECEIVED TO SUPPORT AND MONITOR CONSERVATION EASEMENTS IN PERPETUITY ARE CATEGORIZED AS UNRESTRICTED DONATIONS. EXPENDITURES SUCH AS PAYROLL AND OFFICE EXPENSES ARE RECORDED AS THEY ARE INCURRED FOR MONITORING, INSPECTION, AND ENFORCEMENT OF CONSERVATION EASEMENTS. EASEMENTS ARE DETERMINED TO HAVE NO FUTURE ECONOMIC VALUE AND ARE RECORDED ON THE STATEMENT OF NET ASSETS AT $1 PER EASEMENT. SCHEDULE D, PART III, LINE 1A PHLF HAS CAPITALIZED ITS COLLECTIONS SINCE INCEPTION. IF PURCHASED, ITEMS ACCESSIONED INTO THE COLLECTIONS ARE CAPITALIZED AT COST, AND IF DONATED OR RETRIEVED, THEY ARE NOT RECORDED AT ANY DOLLAR AMOUNT UNLESS THE ITEM'S VALUE, DETERMINED BY FORMAL APPRAISAL, EXCEEDS $5,000. PART III, LINE 4 AMOUNTS ARE EXPENDED TO ACQUIRE AND RESTORE HISTORICALLY SIGNIFICANT ARTIFACTS AND ARE PUT ON PUBLIC DISPLAY. REVENUE RULING 75-470, 1975-2, AND CB207, STATES THAT AN ORGANIZATION THAT PROMOTES APPRECIATION OF HISTORY BY ACQUIRING AND RESTORING ARTIFACTS HAVING SPECIAL HISTORICAL SIGNIFICANCE FOR PUBLIC DISPLAY IS AN EDUCATIONAL PURPOSE WITH THE MEANING OF IRC SECTION 501(C)(3). PART V, LINE 4 FUNDS ARE USED TO IDENTIFY AND SAVE HISTORICALLY AND ARCHITECTURALLY SIGNIFICANT PLACES, REVITALIZE HISTORIC NEIGHBORHOODS, TOWNS AND URBAN AREAS, PRESERVE HISTORIC FARMS AND HISTORIC DESIGNED LANDSCAPES, AND EDUCATE PEOPLE ABOUT THE REGION'S ARCHITECTURAL HERITAGE. 1 BAPTIST TEMPLE CHURCH 7241 RACE STREET PITTSBURGH PA 15208 251120814 10000 0 REST CALVARY EPISCOPAL CHURCH 315 SHADY AVE PITTSBURGH PA 15206 250965275 8190 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY CALVARY UNITED METHODIST CHURCH 971 BEECH AVE PITTSBURGH PA 15233 251555117 8300 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY CONGREGATION BETH SHALOM 5915 BEACON ST PITTSBURGH PA 15217 251031920 10000 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY FIRST PRESBYTERIAN CHURCH 320 SIXTH AVE PITTSBURGH PA 15222 250965356 10000 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY HOLY FAITH TABERNACLE CHURCH PO BOX 5951 PITTSBURGH PA 15210 462522659 8190 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY MCKEESPORT AREA SHARED MINISTRY 1406 CORNELL ST MCKEESPORT PA 15132 250981525 8190 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY PITTSBURGH NEW CHURCH 299 LE ROI RD PITTSBURGH PA 15208 251021795 8190 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY PRAISE TEMPLE DELIVERANCE CHURCH 124 JOHNSTON AVE PITTSBURGH PA 15207 300694842 5490 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY RODEF SHALOM CONGREGATION 4905 FIFTH AVE PITTSBURGH PA 15213 250979371 10000 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY SEWICKLEY UNITED METHODIST CHURCH 337 BROAD ST SEWICKLEY PA 15143 251101839 9075 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY ST PHILIP CHURCH 114 BERRY ST PITTSBURGH PA 15205 201546780 9721 0 RESTORATION OF HISTORICAL RELIGIOUS PROPERTY 12 SCHOLARSHIPS 19 17915 PART I, LINE 2: DETAILED INVOICES ARE PROVIDED FOR OPERATING EXPENSES AND RESTORATION WORK COMPLETED AND A PHYSICAL INSPECTION OF THE WORK IS DONE BEFORE ANY GRANTS ARE MADE TO THE RECIPIENT. INVOICES DETAILING THE ACTIVITY AND THE AMOUNT OF THE GRANT REQUEST ARE REQUIRED BEFORE ANY MONEY IS DISBURSED TO THE RECIPIENT. X 1 1 X X X 0 0 0 0 0 0 0 0 0 ARTHUR P ZIEGLER JR CO-FOUNDER 325031 0 0 0 0 0 15078 0 12990 0 353099 0 0 0 MICHAEL SRIPRASERT PRESIDENT 288200 0 8500 0 0 0 13890 0 7352 0 317942 0 0 0 DONALD KORTLANDT GENERAL COUNSEL 212477 0 0 0 0 0 10245 0 26564 0 249286 0 0 0 KARMAGI RUJUMBA DEVELOPMENT AND COMMUNICAT 158965 0 1500 0 0 0 7650 0 6497 0 174612 0 0 0 DAVID FARKAS REAL ESTATE DEVELOPMENT DI 135654 0 1400 0 0 0 5938 0 18738 0 161730 0 0 0 X 350 130196 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A PURSUANT TO THE PITTSBURGH HISTORY & LANDMARKS FOUNDATION'S (PHLF) BY-LAWS, PHLF HAS AN EXECUTIVE COMMITTEE CONSISTING OF FIVE TO TEN TRUSTEES ELECTED BY THE PHLF BOARD OF TRUSTEES WITH THE PRESIDENT SERVING AS A NON-VOTING EX-OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL THE POWERS AND AUTHORITY OF THE PHLF BOARD BETWEEN MEETINGS, BUT DOES NOT HAVE THE POWER OF AUTHORITY AS TO THE FOLLOWING: (A) FILL VACANCIES ON THE BOARD OF TRUSTEES; (B) ADOPT AMENDMENTS TO, OR REPEAL THE PHLF BY-LAWS; (C) AMEND OR REPEAL ANY RESOLUTION OF THE PHLF BOARD OF TRUSTEES; OR (D) TAKE ANY ACTION ON MATTERS COMMITTED BY THE BY-LAWS OR A RESOLUTION OF THE PHLF BOARD OF TRUSTEES TO ANOTHER COMMITTEE OF THE PHLF BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 2 ARTHUR P. ZIEGLER AND MICHAEL SRIPRASERT ARE MEMBERS OF TWO LLCS, ONE THAT OWNS AND OPERATES AN EIGHT UNIT APARTMENT BUILDING IN BELLEVUE, PA, AND THE OTHER OF WHICH OWNS A FIVE UNIT APARTMENT BUILDING IN BELLEVUE, PA. FORM 990, PART VI, SECTION B, LINE 11B THE PHLF AUDIT COMMITTEE MEETS TO REVIEW, DISCUSS, AND APPROVE THE FINAL DRAFT OF THE FORM 990. FOLLOWING APPROVAL BY THE PHLF AND AFFILIATES AUDIT COMMITTEE AND PRIOR TO SUBMISSION OF THE FORM 990 TO THE IRS, THE FORM 990 IS SENT TO THE PHLF BOARD TRUSTEES FOR REVIEW, COMMENT AND/OR REVISION UP TO A CERTAIN DATE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO COMPLETE AND SUBMIT TO PHLF A CONFLICTS DISCLOSURE STATEMENT ON AN ANNUAL BASIS PURSUANT TO PHLF'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 B, LINE 15 THE COMPENSATION OF THE HIGHLY COMPENSATED EMPLOYEES AND RAISE PERCENTAGES ARE REVIEWED BY PHLF'S COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE USES A NUMBER OF METHODS TO ESTABLISH COMPENSATION AND PERCENTAGE RAISES SUCH AS CONFERRING WITH OUTSIDE COUNSEL AND CONSIDERING AN EMPLOYEE'S PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS OF PHLF ARE MADE AVAILABLE TO THE PUBLIC BY CONTACTING THE ACCOUNTING DEPARTMENT TO SCHEDULE A TIME DURING REGULAR BUSINESS HOURS TO REVIEW THOSE DOCUMENTS. IF APPROPRIATE, THE INFORMATION MAY BE MAILED OR E-MAILED TO AN INTERESTED PARTY FOR REVIEW. 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