2012-05-14T10:25:05-05:00 2011-06-30 REINSEL KUNTZ LESHER LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2010-07-01 231421917 HISTORICAL SOCIETY OF BERKS COUNTY HIST 6103754375 940 CENTRE AVENUE READING PA 19601 WILLIAM G KOCH SR 6103754375 2012-05-09 1 LARRY S SHAUB 6103761595 2010 2016-02-24 21:20:13Z WILLIAM G KOCH SR 940 CENTRE AVENUE READING PA 19601 873079 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. 28 28 11 200 23948 0 491489 389196 167513 177637 53061 52156 87140 51815 799203 670804 0 0 0 0 340704 367175 0 0 55883 478158 490447 818862 857622 -19659 -186818 9022956 9316158 341967 387586 8680989 8928572 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 655960 153689 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. 655960 1 1 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 5 0 11 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 28 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 15.00 X X 0 0 0 WILLIAM G KOCH CPA 10.00 X X 0 0 0 M DIANA TIRION 2.00 X X 0 0 0 CHARLES J ADAMS III 2.00 X 0 0 0 TADD KELBY CASNER 2.00 X 0 0 0 BRENT ATKINS JR 2.00 X 0 0 0 FRANKLIN M BROWN 0.00 X 0 0 0 BRUCE L DIETRICH 0.00 X 0 0 0 P ALLISON DUPONT 2.00 X 0 0 0 EVANS C GOODLING 2.00 X 0 0 0 LORAH P HOPKINS 2.00 X 0 0 0 STEPHANIE KINDIG 2.00 X 0 0 0 RICHARD M LEVENGOOD 0.00 X 0 0 0 MICHELLE N LYNCH 2.00 X 2600 0 0 SUSAN MILLER-SPEROS 2.00 X 0 0 0 MARGARET K SCHUMO 2.00 X 0 0 0 RICHARD H SHANER 2.00 X 0 0 0 PAULA M FLIPPIN 0.00 X 0 0 0 VIVIAN G PALMER 0.00 X 0 0 0 MARY LOU SCALESE 2.00 X 0 0 0 BRADFORD L KISSAM 2.00 X 0 0 0 PATRICIA 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 DIANN M CONNOR 2.00 X 0 0 0 DAVID M KOZLOFF ESQ 2.00 X 0 0 0 GEORGE M MEISER IX LHD 2.00 X 0 0 0 SIME BERTOLET 40.00 X 59535 0 11391 62135 0 11391 0 0 0 0 0 31966 22663 25000 309567 19417 389196 MEMBERSHIP DUES 900099 93590 93590 PUBLICATIONS 511120 23948 23948 RENTAL INCOME 531390 19681 19681 PILGRIMAGES 611710 17240 17240 LIBRARY 713990 11685 11685 11493 11493 177637 36462 36462 114316 98622 15694 15694 15694 27422 22663 39367 -11945 -11945 128046 64286 63760 63760 670804 153689 23948 103971 77832 27535 17057 33240 226469 144730 63843 17896 9690 6332 2743 615 29022 27571 1451 24162 13387 6643 4132 11000 11000 19266 19266 5151 5151 890 579 311 21614 11816 9798 2458 2041 417 130503 123980 6523 7186 7186 112331 112331 19418 18447 971 PUBLISHING COSTS 52324 52324 HENDEL HOUSE 29170 29170 MUSEUM COMMITTEE 20177 20177 EDUCATION & PROGRAM COM 16369 16369 PILGRIMAGES 15793 15793 26797 26192 605 857622 655960 145779 55883 325 325 618222 506588 64601 61237 16351 15440 4686593 1889608 2820950 2796985 1212656 1498744 4289851 4436839 9022956 9316158 14658 61056 45855 45323 250000 250000 31454 31207 341967 387586 X 6303593 6434707 75334 38316 2302062 2455549 8680989 8928572 9022956 9316158 X -186818 434401 X X 0 1 1 X 0 X 707535 515924 824793 491489 389196 2928937 256384 243997 242308 365252 333105 1441046 963919 759921 1067101 856741 722301 4369983 122370 12952 33491 56388 47245 272446 0 122370 12952 33491 56388 47245 272446 4097537 74829 83588 57253 62410 36462 314542 74829 83588 57253 62410 36462 314542 1038748 843509 1124354 919151 758763 4684525 0.87470 0.87680 0.06710 0.06180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3333934 X X X 0 1367445 6500 1373945 1349758 15000 2687 1367445 1181116 168642 1349758 0.01550 0.98450 0.00000 0 0 208529 208529 4025120 1549583 2475537 452944 340025 112919 2796985 MUSEUM AND LIBRARY COLLECTION 3333934 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1081605 CASH SURRENDER VALUE OF LIFE INSURANCE 21300 4436839 DUE TO 1776 CLUB -65 DUE TO TRUST BENEFICIARY 10590 AGENCY FUNDS 20682 31207 670804 857622 -186818 287414 146987 434401 247583 1184741 287414 250640 538054 646687 24117 24117 670804 937158 103653 103653 833505 24117 24117 857622 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, 2011 AND 2010, 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, 2007. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN PERPETUAL TRUST 146,987. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (LINE 10B) 64,286. DIRECT FUNDRAISING EXPENSES (LINE 8B) 39,367. CHANGE IN PERPETUAL TRUSTS 146,987. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 5,151. PILGRIMAGE EXPENSES 15,793. NONCASH CONTRIBUTIONS FROM FUNDRAISING EVENT 3,173. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD (LINE 10B) 64,286. DIRECT FUNDRAISING EXPENSES (LINE 8B) 39,367. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 5,151. PILGRIMAGE EXPENSES 15,793. NONCASH CONTRIBUTIONS FROM FUNDRAISING EVENT 3,173. TOUR 33092 12425 20667 609 9664 ANNUAL FUNDRAISER 16993 10238 6755 3273 1192 4769 2452 50085 22663 27422 3273 1192 5378 12116 21959 5463 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 OUT AT THE BOARD MEETING AFTER IT'S APPROVED AND SIGNED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY WAS RECENTLY IMPLEMENTED AND REVIEWED BY CHAIR OF FINANCE/AUDIT COMMITTEE FROM EACH BOARD MEMBER. 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 GAINS ON INVESTMENTS: 287,414. CHANGE IN PERPETUAL TRUST 146,987. TOTAL TO FORM 990, PART XI, LINE 5: 434,401. 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.