2013-05-14T09:00:55-05:00 2012-06-30 232108173 REINSEL KUNTZ LESHER LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2011-07-01 231421917 HISTORICAL SOCIETY OF BERKS COUNTY HIST 6103754375 940 CENTRE AVENUE READING PA 19601 WILLIAM G KOCH SR 6103754375 2013-05-13 1 ALAN B CARMAN P01266253 6103761595 2011 2016-02-24 21:20:13Z WILLIAM G KOCH SR 940 CENTRE AVENUE READING PA 19601 1768645 0 X WWW.BERKSHISTORY.ORG X 1869 PA TO FOCUS ATTENTION ON THE UNIQUE LOCAL HISTORY, THE VAST MATERIAL CULTURAL HERITAGE OF BERKS COUNTY BY PRESERVING, ARCHIVING AND PROMOTING THIS MATERIAL TO INSTILL IN OUR CITIZENS OF ALL AGES AND ETHNIC GROUPS AN AWARENESS OF THIS GROWING TREASURE TROVE OF INFORMATION. THIS ALLOWS HSBC TO BE A MAJOR CULTURAL MAGNET, DRAWING PEOPLE TO THE COMMUNITY. 26 26 12 200 24179 0 389196 450343 177637 167416 52156 115245 51815 68454 670804 801458 0 0 0 0 367175 393520 0 0 56238 490447 509448 857622 902968 -186818 -101510 9316158 8975846 387586 359315 8928572 8616531 X TO FOCUS ATTENTION ON THE UNIQUE LOCAL HISTORY, THE VAST MATERIAL CULTURAL HERITAGE OF BERKS COUNTY BY PRESERVING, ARCHIVING AND PROMOTING THIS MATERIAL TO INSTILL IN OUR CITIZENS OF ALL AGES AND ETHNIC GROUPS AN AWARENESS OF THIS GROWING TREASURE TROVE OF INFORMATION. THIS ALLOWS HSBC TO BE A MAJOR CULTURAL MAGNET, DRAWING PEOPLE TO THE COMMUNITY. 0 0 697340 143237 HISTORIC PRESERVATION, RESEARCH AND EDUCATION ABOUT THE HISTORY OF BERKS COUNTY AND ITS PEOPLE, CARRIED OUT THROUGH DIVERSE SELECTION OF PROGRAMS, MUSEUM, LIBRARY AND MAGAZINE. 697340 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 7 0 1 12 1 1 1 0 0 0 0 1 1 0 0 0 0 X 26 26 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X AMY SMITH FINANCIAL SECRETARY 6103754375 940 CENTRE AVENUE READING PA 19601 BEULAH B FEHR 10.00 X X 0 0 0 O CHRISTOPHER MILLER 5.00 X X 0 0 0 WILLIAM G KOCH CPA 10.00 X X 0 0 0 DIANN M CONNOR 10.00 X X 0 0 0 CHARLES ADAMS 2.00 X 0 0 0 TADD KELBY CASNER 2.00 X 0 0 0 BRENT ATKINS 2.00 X 0 0 0 TIFFANY A FISK-WATTS 2.00 X 0 0 0 BARBARA GOODLING 2.00 X 0 0 0 LORAH HOPKINS 2.00 X 0 0 0 STEPHANIE KINDIG 2.00 X 0 0 0 ROBERT NELSON 2.00 X 0 0 0 ALBERT A STALLONE 2.00 X 0 0 0 MARGARET SCHUMO 2.00 X 0 0 0 MARY LOU SCALESE 2.00 X 0 0 0 BRAD KISSAM 2.00 X 0 0 0 PAT PERFECT 2.00 X 0 0 0 BARRY L KAUFFMAN 2.00 X 0 0 0 WILLIAM C LONG 2.00 X 0 0 0 DAVID M KOZLOFF ESQ 2.00 X 0 0 0 FRANKLIN M BROWN 0.00 X 0 0 0 BRUCE L DIETRICH 0.00 X 0 0 0 RICHARD M LEVENGOOD 0.00 X 0 0 0 PAULA FLIPPIN 0.00 X 0 0 0 VIVIAN PALMER 0.00 X 0 0 0 GEORGE M MEISER IX 0.00 X 0 0 0 SIME BERTOLET 40.00 X 65637 0 12985 65637 0 12985 0 0 0 0 0 42075 30665 15000 362603 11262 450343 MEMBERSHIP DUES 900099 92573 92573 PUBLICATIONS 511120 24179 24179 LIBRARY 713990 14529 14529 EDUCATION 611710 11451 11451 PILGRIMAGES 611710 9260 9260 15424 15424 167416 59378 59378 924379 868512 55867 55867 55867 53553 30665 30992 22561 22561 113576 67683 45893 45893 801458 143237 24179 183699 77011 26066 17306 33639 250614 164915 67764 17935 10090 6842 2739 509 29640 28158 1482 26165 15044 6966 4155 11500 11500 11819 11819 5497 5497 4000 4000 5326 3462 1864 30282 16324 13958 1846 1532 314 129937 123440 6497 8260 8260 121389 121389 19992 18992 1000 PUBLISHING COSTS 51624 51624 HENDEL HOUSE 38847 38847 EDUCATION & PROGRAM COM 17817 17817 MUSEUM COMMITTEE 14906 14906 36406 35722 684 902968 697340 149390 56238 325 325 506588 470881 61237 54434 15440 13654 4748583 2010997 2796985 2737586 1498744 1319565 4436839 4379401 9316158 8975846 61056 28684 45323 50372 250000 250000 31207 30259 387586 359315 X 6434707 6156736 38316 62434 2455549 2397361 8928572 8616531 9316158 8975846 X -101510 -210531 X X 0 1 1 X 0 X 515924 824793 491489 389196 450343 2671745 243997 242308 365252 333105 334545 1519207 759921 1067101 856741 722301 784888 4190952 12952 33491 56388 47245 201199 351275 0 12952 33491 56388 47245 201199 351275 3839677 83588 57253 62410 36462 59378 299091 83588 57253 62410 36462 59378 299091 843509 1124354 919151 758763 844266 4490043 0.85520 0.87470 0.06660 0.06710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3340934 X X X 0 1373945 6250 1058 1381253 1367445 6500 1373945 1349758 15000 2687 1367445 1181116 168642 1349758 0.01620 0.98380 0.00000 0 0 208529 208529 4086510 1652197 2434313 453544 358800 94744 2737586 MUSEUM AND LIBRARY COLLECTION 3340934 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1016109 CASH SURRENDER VALUE OF LIFE INSURANCE 22358 4379401 DUE TO 1776 CLUB 178 DUE TO TRUST BENEFICIARY 9393 AGENCY FUNDS 20688 30259 801458 902968 -101510 -146093 -64438 -210531 -312041 702287 -146093 24816 34237 -87040 789327 5497 6634 12131 801458 1014328 24816 98675 123491 890837 12131 12131 902968 PART III, LINE 4: THE HSBC HAS A VAST COLLECTION OF OBJECTS, PAINTINGS, BOOKS, AND PHOTOGRAPHS WHICH ARE PART OF THE HISTORY OF BERKS COUNTY. THE MUSEUM AND LIBRARY ARE AVAILABLE TO THE PUBLIC. THIS COLLECTION HELPS TO PRESERVE THE HISTORY OF BERKS COUNTY AND TO PROVIDE LEARNING OPPORTUNITIES FOR THE PUBLIC. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AS A NOT FOR PROFIT ORGANIZATION, THE SOCIETY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE SOCIETY RECOGNIZES PENALTIES AND INTEREST ACCRUED RELATED TO INCOME TAX LIABILITIES IN THE PROVISION (BENEFIT) FOR INCOME TAXES IN ITS STATEMENTS OF ACTIVITIES. FOR THE YEARS ENDED JUNE 30, 2012 AND 2011, THERE WAS NO ACCRUAL FOR THE PAYMENT OF PENALTIES AND INTEREST. WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THE SOCIETY FILES TAX RETURNS IN THE U. S. FEDERAL JURISDICTION. THE SOCIETY'S INCOME TAX RETURNS ARE NOT SUBJECT TO EXAMINATION THROUGH THE YEAR ENDED JUNE 30, 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST -65,496. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 1,058. TOTAL TO SCHEDULE D, PART XI, LINE 8: -64,438. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (LINE 10B) 67,683. DIRECT FUNDRAISING EXPENSES (LINE 8B) 30,992. CHANGE IN PERPETUAL TRUSTS -65,496. APPRECIATION IN CSV LIFE INS 1,058. PART XII, LINE 4B - OTHER ADJUSTMENTS: PILGRIMAGE EXPENSES 6,634. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (LINE 10B) 67,683. DIRECT FUNDRAISING EXPENSES (LINE 8B) 30,992. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 5,497. PILGRIMAGE EXPENSES 6,634. TOUR 31793 13600 18193 2155 2712 ANNUAL FUNDRAISER 52425 17065 35360 3993 15251 2000 4881 84218 30665 53553 3993 17406 2000 7593 30992 22561 DID THE ORGANIZATION COMPLY WITH BACKUP WITHHOLDING RULES FORM 990, PART V, LINE 1C THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT HAVE THE RIGHT TO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ORGANIZATION IN GOOD STANDING HAVE THE RIGHT TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD DELEGATES THE REVIEW TO WILLIAM G. KOCH, CPA, A TRUSTEE, AND HE PASSES THE FINAL COPY ELECTRONICALLY ONTO THE PORTAL FOR REVIEW AND DISCUSSION AT THE MAY BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY WAS REVIEWED BY THE NOMINATING/TRUSTEESHIP COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 FINANCE AND PERSONNEL COMMITTEE REVIEW AND APPROVE COMPENSATION FOR EXECUTIVE DIRECTOR AND EXECUTIVE DIRECTOR ANNUALLY REVIEWS STAFF. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST, FORM 990 AND AUDITED FINANCIAL REPORTS ARE AVAILABLE FOR REVIEW AT OUR OFFICE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR REVEIW AT OUR OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -146,093. CHANGE IN PERPETUAL TRUST -65,496. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE 1,058. TOTAL TO FORM 990, PART XI, LINE 5: -210,531. FORM 990, PART XI, LINE 2C THE OVERSIGHT PROCESS OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.