Nonprofit · EIN 23-6412247
HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA
Tax-exempt · DOUGLASSVILLE, PA 19518
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $418,088 | $134,348 | $283,740 | $2,723,689 | $0 | $2,723,689 |
| December 31, 2023 | 990 | $235,874 | $103,641 | $132,233 | $2,435,729 | $7,888 | $2,427,841 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $347,596
- Membership dues
- $9,087
- Program service revenue
- $0
- Investment income
- $66,892
- Net rental income
- $3,600
- Net gain from sales of assets
- $39,107
- Other revenue
- $3,600
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,540
- Salaries, compensation and benefits (total)
- $1,540
- Professional fundraising fees
- $0
- Accounting fees
- $6,405
- Occupancy
- $87,809
- Depreciation
- $4,232
- Program services (functional)
- $117,797
- Management and general (functional)
- $16,551
Balance sheet and other
- Total assets, start of year
- $2,435,729
- Total assets, end of year
- $2,723,689
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,723,689
- Land, buildings and equipment
- $1,502,848
- Publicly traded securities
- $1,006,291
- Net assets without donor restrictions
- $2,420,970
- Net assets with donor restrictions
- $302,719
- Gross receipts
- $682,053
- Employees
- 0
- Year formed
- 1964
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA MACHIK | DIRECTOR Trustee or director | 5 | $1,540 |
| BRADFORD KISSAM | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN HIBSCHMAN | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| PETER HAMMOND | TREASURER Trustee or director, Officer | 1 | $0 |
| VICKY HEFFNER | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS KEIM | DIRECTOR Trustee or director | 1 | $0 |
| BRENT ERB | DIRECTOR Trustee or director | 1 | $0 |
| JIM LEWARS | DIRECTOR Trustee or director | 1 | $0 |
| COURTNEY STEVENS | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE LYNCH | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS STOKES | DIRECTOR Trustee or director | 1 | $0 |
| OMAR HOTTENSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT JAMESAON | DIRECTOR Trustee or director | 1 | $0 |
| GENE DELAPLANE | DIRECTOR Trustee or director | 1 | $0 |
| LAWRENCE HENDRICKSON | DIRECTOR Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRISCILLA WALSKY | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA DETURCK WITMAN | DIRECTOR Trustee or director | 1 | $0 |
| LAURENCE WARD | FINANCIAL SE Officer | 1 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMANDA MACHIK | DIRECTOR Trustee or director | 5 | $1,380 |
| BRADFORD KISSAM | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN HIBSCHMAN | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| PETER HAMMOND | TREASURER Trustee or director, Officer | 1 | $0 |
| VICKY HEFFNER | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS KEIM | DIRECTOR Trustee or director | 1 | $0 |
| BRENT ERB | DIRECTOR Trustee or director | 1 | $0 |
| JIM LEWARS | DIRECTOR Trustee or director | 1 | $0 |
| COURTNEY STEVENS | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE LYNCH | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS STOKES | DIRECTOR Trustee or director | 1 | $0 |
| OMAR HOTTENSTEIN | DIRECTOR Trustee or director | 1 | $0 |
| SUE MILLER SPEROS | DIRECTOR Trustee or director | 1 | $0 |
| GENE DELAPLANE | DIRECTOR Trustee or director | 1 | $0 |
| LAWRENCE HENDRICKSON | DIRECTOR Trustee or director | 1 | $0 |
| PRISCILLA WALSKY | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA DETURCK WITMAN | DIRECTOR Trustee or director | 1 | $0 |
| LAURENCE WARD | FINANCIAL SE Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 31 OLD PHILADELPHIA PIKE, DOUGLASSVILLE, PA 19518-1838
- Principal officer (990 for 2024)
- LAURENCE WARD
- Signed the 990
- LAURENCE WARD, FINANCIAL SECRETARY
- Phone
- (610) 385-4762
- Return prepared by
- WILLIAM G KOCH & ASSOCIATES
Mission
HISTORIC PRESERVATION OF SEVEN PROPERTIES IN BERKS COUNTY, THE PROMOTION OF HISTORICAL PRESERVATION GOALS, AND DIGITALLY ARCHIVING HISTORICAL MATERIALS RELATING TO EACH OF THE PROPERTIES THAT IT OWNS.
Program accomplishments
- THE TRUST PRESERVES AND RESTORES THE SEVEN TRUST-OWNED PROPERTIES AND WORKS WITH THE LOCAL COMMUNITY TO PROVIDE GUIDANCE AND DEVELOP REALISTIC APPROACHES FOR PROTECTING AND PRESERVING LOCAL HISTORY. BEGINNING IN 2009, THE TRUST HAS BEEN DIGITALLY ARCHIVING DOCUMENTS AND PHOTOS RELATING TO THE HISTORIC PROPERTIES OWNED BY THE TRUST.Expenses $117,797
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-6412247
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82)
- Assets (IRS master file)
- $2,723,689
- Income (IRS master file)
- $682,053
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $418,088 | $134,348 | $2,723,689 | IRS |
| 990 | December 2023 | $235,874 | $103,641 | $2,435,729 | XML |
| 990 | December 2022 | $106,140 | $84,339 | $2,258,163 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6412247).
Questions about HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA
- What is the EIN of HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA?
- The employer identification number (EIN) of HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA is 23-6412247.
- Is HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA?
- The 990 for the year ended December 31, 2024 names LAURENCE WARD.
- Who are the officers and directors of HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA?
- The 990 for the year ended December 31, 2024 lists 18 people; 1 received compensation from the organization, the highest $1,540 (AMANDA MACHIK, DIRECTOR).
- How much revenue does HISTORIC PRESERVATION TRUST OF BERKS COUNTY PENNSYLVANIA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $418,088, expenses of $134,348 and total assets of $2,723,689 at year end.
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