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Nonprofiteer
← THE M S HERSHEY FOUNDATION

Form 990 for tax year 2024

Filed by THE M S HERSHEY FOUNDATION.

Totals

Total revenue
$25,663,182
Total expenses
$21,790,651
Contributions and grants received
$2,745,728
Grants paid
$0
Program services expenses (Part IX)
$20,645,671
Management and general expenses
$1,143,397
Fundraising expenses
$1,583
Program service expenses (Part III)
$20,645,671

Program services were 94.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JEREL HOPKINS

    SECRETARY

    Total calculated
    $578,526
    From this org
    $0
    From related orgs
    $490,352
    Other
    $88,174
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $487,182 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + -$1,830 related
    Deferred
    $0 + $46,250 related
    Nontaxable benefits
    $0 + $41,924 related
    Filer's total
    $0 + $578,526 related

  • M DIANE KOKEN

    MANAGER

    Total calculated
    $275,000
    From this org
    $0
    From related orgs
    $105,000
    Other
    $170,000
    Hours/week
    1 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $105,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $170,000 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $275,000 related

  • DONALD PAPSON

    EXECUTIVE DIRECTOR

    Total calculated
    $266,006
    From this org
    $226,023
    From related orgs
    $0
    Other
    $39,983
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $226,023
    Bonus
    $0
    Other
    $0
    Deferred
    $15,822
    Nontaxable benefits
    $24,161
    Filer's total
    $266,006

  • BRIDGET BECK

    ASSOC. EXEC. DIR./TREAS

    Total calculated
    $197,063
    From this org
    $174,680
    From related orgs
    $0
    Other
    $22,383
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $174,680
    Bonus
    $0
    Other
    $0
    Deferred
    $12,228
    Nontaxable benefits
    $10,155
    Filer's total
    $197,063

  • MARIA KRAUS

    MANAGER

    Total calculated
    $194,412
    From this org
    $0
    From related orgs
    $105,000
    Other
    $89,412
    Hours/week
    1 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $105,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $89,412 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $194,412 related

  • CAROL DANZ

    ASSISTANT SECRETARY

    Total calculated
    $161,792
    From this org
    $0
    From related orgs
    $117,967
    Other
    $43,825
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $114,730 related
    Bonus
    $0 + $1,510 related
    Other
    $0 + $1,727 related
    Deferred
    $0 + $11,862 related
    Nontaxable benefits
    $0 + $31,963 related
    Filer's total
    $0 + $161,792 related

  • JAMES BROWN

    MANAGER

    Total calculated
    $151,298
    From this org
    $0
    From related orgs
    $151,298
    Other
    $0
    Hours/week
    1 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,298 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $151,298 related

  • AMY ZEIGLER

    SR DIRECTOR PROGRAMMING

    Total calculated
    $148,521
    From this org
    $119,400
    From related orgs
    $0
    Other
    $29,121
    Hours/week
    40

  • JILL MANLEY

    SR DIRECTOR OF COMMUNICATIONS

    Total calculated
    $144,501
    From this org
    $115,140
    From related orgs
    $0
    Other
    $29,361
    Hours/week
    40

  • JASON WOLFE

    MANAGER

    Total calculated
    $141,298
    From this org
    $0
    From related orgs
    $141,298
    Other
    $0
    Hours/week
    1 + 4 related

  • MICHELLE FIGLAR

    MANAGER

    Total calculated
    $141,298
    From this org
    $0
    From related orgs
    $141,298
    Other
    $0
    Hours/week
    1 + 3 related

  • DAN KATZIR

    FORMER BOARD OF MANAGERS

    Total calculated
    $141,298
    From this org
    $0
    From related orgs
    $141,298
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $141,298 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $141,298 related

  • HERSHEY TRUST COMPANY

    INSTITUTIONAL TRUSTEE

    Total calculated
    $1,000
    From this org
    $1,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART VII/ SCHEDULE J REPORTABLE COMPENSATION
THE M.S. HERSHEY FOUNDATION IS ASSOCIATED WITH THE MILTON HERSHEY SCHOOL AND SCHOOL TRUST ("THE SCHOOL") AND OTHER HERSHEY CHARITIES AND FOR-PROFIT ENTITIES. MR. AND MRS. HERSHEY ORGANIZED THE MILTON HERSHEY SCHOOL ("THE SCHOOL") IN THE FORM OF A TRUST ("SCHOOL TRUST") CREATED UNDER AN ORIGINAL 1909 DEED OF TRUST THAT, AS AMENDED, STILL GOVERNS THE OPERATION OF THE SCHOOL. THE DEED OF TRUST SETS FORTH THE RESPECTIVE POWERS AND AUTHORITIES OF THE TRUSTEE AND MANAGERS OF THE SCHOOL, NAMES THE HERSHEY TRUST COMPANY, A STATE-CHARTERED TRUST COMPANY, AS TRUSTEE FOR COMPENSATION OF NO MORE THAN $1,000 PER YEAR AND PROVIDES FOR THE TRUSTEE TO APPOINT THE INDIVIDUAL MANAGERS OF THE SCHOOL FROM ITS OWN BOARD OF DIRECTORS. THE MANAGERS SUBSEQUENTLY INCORPORATED. THAT CORPORATION, ACTING AS MANAGER UNDER THE DEED OF TRUST, TOGETHER WITH THE SCHOOL TRUST ARE THE COMPONENTS OF THE INTEGRATED TAX-EXEMPT ORGANIZATION, THE MILTON HERSHEY SCHOOL AND SCHOOL TRUST (EIN:23-1353340). MR. HERSHEY CREATED THE SAME STRUCTURE FOR HIS OTHER CHARITY, THE M.S. HERSHEY FOUNDATION. THE MEMBERS OF THE MANAGERS OF THE M.S. HERSHEY FOUNDATION ARE APPOINTED BY THE HERSHEY TRUST COMPANY IN ITS CAPACITY AS TRUSTEE FROM AMONG ITS OWN BOARD OF DIRECTORS. AS A RESULT OF THE STRUCTURE CREATED BY MR. HERSHEY, HERSHEY TRUST COMPANY SERVES AS TRUSTEE FOR THE MILTON HERSHEY SCHOOL & SCHOOL TRUST AND SERVES AS TRUSTEE FOR THE M.S. HERSHEY FOUNDATION TRUST. THE FOLLOWING INFORMATION DETAILS THE COMPENSATION ARRANGEMENTS OF THE M.S HERSHEY FOUNDATION MANAGERS, WHO ARE COMPENSATED BY RELATED FOR-PROFIT ENTITIES. (SCH J, PART II, LINE (II)). THE COMPENSATION OF BOARD MEMBERS SERVING ON THE BOARDS OF ANY OF THE RELATED FOR-PROFIT ENTITIES (HERSHEY TRUST COMPANY, HERSHEY ENTERTAINMENT & RESORTS COMPANY AND THE HERSHEY COMPANY) IS COMMENSURATE WITH THEIR RESPONSIBILITIES WITH RESPECT TO THE RELEVANT FOR-PROFIT ENTITY. NONE OF THE COMPENSATION WAS PAID BY THE M.S. HERSHEY FOUNDATION (EIN 23-6242734). (SCHEDULE J, Part II, Line (I)) M. DIANE KOKEN COMPENSATION REPORTED CONSISTS ONLY OF DIRECTOR FEES RECEIVED FROM A RELATED FOR-PROFIT COMPANY, THE HERSHEY COMPANY (EIN 23-0691590). JAMES BROWN COMPENSATION REPORTED CONSISTS ONLY OF DIRECTOR FEES RECEIVED FROM A RELATED FOR-PROFIT COMPANY, HERSHEY TRUST COMPANY (EIN 23-0692150). MARIA KRAUS COMPENSATION REPORTED CONSISTS ONLY OF DIRECTOR FEES RECEIVED FROM A RELATED FOR-PROFIT COMPANY, HERSHEY TRUST COMPANY (EIN 23-0692150). JASON WOLFE COMPENSATION REPORTED CONSISTS ONLY OF DIRECTOR FEES RECEIVED FROM A RELATED FOR-PROFIT COMPANY, HERSHEY TRUST COMPANY (EIN 23-0692150). MICHELLE FIGLAR COMPENSATION REPORTED CONSISTS ONLY OF DIRECTOR FEES RECEIVED FROM A RELATED FOR-PROFIT COMPANY, HERSHEY TRUST COMPANY (EIN 23-0692150). THE FOLLOWING INFORMATION DETAILS THE COMPENSATION ARRANGEMENTS OF CERTAIN FOUNDATION OFFICERS. THEY ARE COMPENSATED BY RELATED FOR-PROFIT OR NONPROFIT ENTITIES. THEIR COMPENSATION IS ESTABLISHED BASED UPON DATA PROVIDED BY INDEPENDENT COMPENSATION CONSULTANTS. THIS PROCESS IS BASED ON POSITION COMPARABLES TAKING INTO ACCOUNT RESPONSIBILITIES AND DUTIES, AUTHORITY, AND OBJECTIVES. NONE OF THEIR COMPENSATION, EMPLOYEE BENEFIT CONTRIBUTIONS OR NON-TAXABLE BENEFITS WAS PAID DIRECTLY BY THE M.S. HERSHEY FOUNDATION DURING THE REPORTING PERIOD. JEREL HOPKINS MR. HOPKINS SERVED AS SECRETARY OF THE MS. HERSHEY FOUNDATION BEGINNING 8/31/2023. HE IS ALSO THE GENERAL COUNSEL, SENIOR VICE PRESIDENT, BOARD SECRETARY AND COMPLIANCE OFFICER FOR HERSHEY TRUST COMPANY (EIN 23-0692150), A RELATED FOR-PROFIT CORPORATION. CAROL DANZ MS. DANZ BEGAN SERVING AS THE ASSISTANT SECRETARY OF THE M.S. FOUNDATION AS OF JANUARY 1, 2018. SHE IS ALSO AN EMPLOYEE OF THE HERSHEY TRUST COMPANY (EIN 23-0692150), A RELATED FOR-PROFIT CORPORATION. TRUSTEE HERSHEY TRUST COMPANY HERSHEY TRUST COMPANY, TRUSTEE, IS PAID $1,000 ANNUALLY FOR ITS SERVICES AS STIPULATED IN THE DEED OF TRUST. THE TRUSTEE'S ACTUAL TIME SPENT PER WEEK ON THE M.S. HERSHEY FOUNDATION MATTERS WOULD BE AN ACCUMULATION OF THE OFFICER AND STAFF TIME. EACH OFFICER'S INDIVIDUAL TIME IS DETAILED ON FORM 990, PART VII. THE OFFICER AND STAFF TIME. EACH OFFICER'S INDIVIDUAL TIME IS DETAILED ON FORM 990, PART VII.
FORM 990, PART VII/SCHEDULE J
THE FOLLOWING TABLE DETAILS M.S. HERSHEY FOUNDATION MANAGERS, MEMBERS AND OFFICERS WHO ARE ALSO MANAGERS, MEMBERS AND OFFICERS OF RELATED ORGANIZATIONS AND THE HOURS SPENT PER WEEK ON DUTIES FOR THESE RELATED ORGANIZATIONS: MILTON THE HERSHEY HERSHEY SCHOOL & HERSHEY ENTERTAINMENT & SCHOOL TRUST COMPANY RESORTS CO. JAMES BROWN - 2.0 - M. DIANE KOKEN 5.0 3.0 - CAROL DANZ 42.0 - - MARIA KRAUS 16.0 4.0 - JEREL HOPKINS 55.0 - - JASON WOLFE 4.0 - - MICHELLE FIGLAR 3.0 - - DAN KATZIR 3.0 - - NOTE: TIME SPENT ON HERSHEY TRUST COMPANY MATTERS IS INCLUDED IN THE MILTON HERSHEY SCHOOL & SCHOOL TRUST AVERAGE HOURS WORKED PER WEEK.
FORM 990, PART VII, SCHEDULE J
THE RELATED ORGANIZATIONS PROVIDE THE FOUNDATION WITH ALL PERTINENT PAYROLL INFORMATION REQUIRED TO COMPLETE PART VII AND SCHEDULE J OF THE FORM 990.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations 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
14 November 2025
IRS schema version
2024v5.2
Source object
202513189349305681

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