2011-02-15T08:45:31-06:00 2010-06-30 REINSEL KUNTZ LESHER LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2009-07-01 231421917 HISTORICAL SOCIETY OF BERKS COUNTY HIST 6103754375 940 CENTRE AVENUE READING PA 19601 william g koch SR 6103754375 2011-02-14 1 LARRY S SHAUB 6103761595 2009 2016-02-24 21:20:13Z WILLIAM G KOCH SR 940 CENTRE AVENUE READING PA 19601 1152817 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. 25 25 12 125 23168 0 824793 491489 69367 167513 -162238 53061 75767 87140 807689 799203 0 0 317548 340704 0 51029 437846 478158 755394 818862 52295 -19659 8954166 9022956 461913 341967 8492253 8680989 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 621830 131960 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. 621830 1 1 0 0 0 0 1 0 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 1 5 0 12 1 1 1 0 0 0 0 0 0 0 0 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X AMY SMITH FINANCIAL SECRETARY 6103754375 940 CENTRE AVENUE READING PA 19601 GEORGE M MEISER IX 10.00 X X 0 0 0 BEULAH B FEHR 15.00 X X 0 0 0 WILLIAM G KOCH CPA 10.00 X X 0 0 0 Frederic DeP Rothermel 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 barbara r goda 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 MICHELE HEIZMANN-LAUTER 2.00 X 0 0 0 RICHARD M LEVENGOOD 2.00 X 0 0 0 MICHELLE N LYNCH 2.00 X 5000 0 0 SUSAN MILLER-SPEROS 2.00 X 0 0 0 O CHRISTOPHER MILLER 2.00 X 0 0 0 PAUL E TROUTMAN 2.00 X 0 0 0 MARGARET K SCHUMO 2.00 X 0 0 0 RICHARD H SHANER 2.00 X 0 0 0 M DIANA TIRION 2.00 X 0 0 0 PAULA M FLIPPIN 0.00 X 0 0 0 DAVID M HOLLENBACH 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 SIME BERTOLET 40.00 X 58777 0 10493 63777 0 10493 0 0 0 0 0 31823 9300 106510 343856 23859 491489 MEMBERSHIP DUES 900099 102470 102470 PUBLICATIONS 511120 23168 23168 rental income 531390 17165 17165 LIBRARY 713990 12348 12348 EDUCATION 611710 7127 7127 5235 5235 167513 62410 62410 210498 219847 -9349 -9349 -9349 28430 9300 40815 -12385 -12385 192477 92952 99525 99525 799203 131960 23168 152586 73839 27761 15624 30454 212436 137087 58952 16397 8018 5395 2240 383 23802 22612 1190 22609 12673 6141 3795 9800 9800 25230 25230 4948 4948 23269 11635 11634 4165 3457 708 127390 119634 7756 7647 7647 114478 114478 24399 23179 1220 PUBLISHING COSTS 51842 51842 HENDEL HOUSE 29754 29754 MUSEUM COMMITTEE 15965 15965 EDUCATION & PROGRAM COM 12814 12814 PUBLIC RELATIONS EXPENS 11193 10633 560 15264 15264 818862 621830 146003 51029 310 325 816953 618222 60538 64601 9883 16351 4598227 1777277 2836193 2820950 1014335 1212656 4215954 4289851 8954166 9022956 59946 14658 49805 45855 300000 250000 52162 31454 461913 341967 X 6222229 6303593 56860 75334 2213164 2302062 8492253 8680989 8954166 9022956 X 0 1 1 X 0 X 866311 707535 515924 824793 491489 3406052 205730 256384 243997 242308 365252 1313671 1072041 963919 759921 1067101 856741 4719723 83637 122370 12952 33491 56388 308838 0 83637 122370 12952 33491 56388 308838 4410885 32719 74829 83588 57253 62410 310799 32719 74829 83588 57253 62410 310799 1104760 1038748 843509 1124354 919151 5030522 0.87680 0.85200 0.06180 0.05760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3333934 X X X 0 1349758 15000 2687 1367445 1181116 168642 1349758 0.18000 0.82000 0.00000 0 0 208530 208530 3990119 1448770 2541349 399578 328507 71071 2820950 MUSEUM AND LIBRARY COLLECTION 3333934 BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 934617 CASH SURRENDER VALUE OF LIFE INSURANCE 21300 4289851 DUE TO 1776 CLUB 357 DUE TO TRUST BENEFICIARY 10600 AGENCY FUNDS 20497 31454 799203 818862 -19659 134497 73898 208395 188736 1136417 134497 207665 342162 794255 4948 4948 799203 947681 133767 133767 813914 4948 4948 818862 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. Part X: Description of Uncertain Tax Positions Under FIN 48: LINE 2: 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. Part XI, Line 8 - Other Adjustments: CHANGE IN PERPETUAL TRUST: 71211. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE: 2687. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD (LINE 10B): 92952. DIRECT FUNDRAISING EXPENsES (LINE 8B): 40815. CHANGE IN PERPETUAL TRUSTS: 71211. INCREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE: 2687. Part XII, Line 4b - Other Adjustments: INVESTMENT MANAGEMENT FEES: 4948. Part XIII, Line 2d - Other Adjustments: COST OF GOODS SOLD (LINE 10B): 92952. DIRECT FUNDRAISING EXPENSES (LINE 8B): 40815. Part XIII, Line 4b - Other Adjustments: INVESTMENT MANAGEMENT FEES: 4948. TOUR 15715 7000 8715 928 4269 ANNUAL FUNDRAISER 22015 2300 19715 1586 6341 600 2422 37730 9300 28430 1586 7269 600 6691 16146 12284 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 MARCH BOARD MEETING. 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. 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.