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← HERSHEY REV CHARITABLE TRUST

Form 990 for tax year 2024

Filed by HERSHEY REV CHARITABLE TRUST.

Totals

Total revenue
$53,332
Total expenses
$63,222
Contributions and grants received
$0
Grants paid
$56,667
Program service revenue
$0
Investment income
$53,332
Other revenue
$0
Total assets, end of year
$694,792
Total liabilities, end of year
$49
Net assets or fund balances, end of year
$694,743
Program services expenses (Part IX)
$63,222
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$63,222

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $19,683 · excluded $19,683

  • 7a · Gross sales of assets other than inventory

    other assets $33,649

  • 7c · Gain or loss

    other assets $33,649

  • 7d · Net gain or loss

    total $33,649 · excluded $33,649

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $28,567 · program services $28,567

  • 2 · Grants to domestic individuals

    total $28,100 · program services $28,100

  • 11c · Fees: accounting

    total $1,436 · program services $1,436

  • 11f · Fees: investment management

    total $3,555 · program services $3,555

  • 11g · Fees: other

    total $1,220 · program services $1,220

  • 13 · Office expenses

    total $25 · program services $25

  • 23 · Insurance

    total $319 · program services $319

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $11,980 · end of year $13,064

  • 9 · Prepaid expenses and deferred charges

    beginning of year $238 · end of year $240

  • 11 · Investments: publicly traded securities

    beginning of year $679,307 · end of year $681,488

  • 17 · Accounts payable and accrued expenses

    beginning of year $82 · end of year $49

  • 27 · Net assets without donor restrictions

    beginning of year $633,511 · end of year $680,333

  • 28 · Net assets with donor restrictions

    beginning of year $57,932 · end of year $14,410

Mission and programs · 2024

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO ELDERLY, ILL AND NEEDY PERSONS WHO HAVE BEEN MEMBERS OF A LOCAL ZONTA CLUB FOR MORE THAN TEN YEARS, OR CURRENT ZONTA MEMBERS WHO HAVE BEEN MEMBERS FOR MORE THAN FIVE YEARS.

  • DURING THE YEAR, THE ORGANIZATION MADE A GRANT OF 28,100 TO A NEEDY ZONTIAN. PURSUANT TO THE TERMS OF THE TRUST, BECAUSE THE ORGANIZATION HAD UNEXPENDED INCOME THAT WAS NOT NEEDED FOR NEEDY ZONTIANS OVER THE PAST THREE YEARS, IT TRANSFERED 28,567 TO A LOCAL UNIVERSITY TO BE USED FOR SCHOLARSHIP FUNDS.

    Expenses $63,222 · Grants $56,667

As filed on the 2024 return.

Listed in Part VII

  • Gwen Fornia

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Nan Pellegren Nose

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Judith Bingenheimer

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Patricia McNerny

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Julie Browning

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Penny Burke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wendy Henry-Moraskie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janelle Poullier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
13 October 2025
IRS schema version
2024v5.0
Source object
202522879349301712

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