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← HERSHEY REV CHARITABLE TRUST

Form 990 for tax year 2023

Filed by HERSHEY REV CHARITABLE TRUST.

Totals

Total revenue
$36,923
Total expenses
$8,544
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$36,923
Other revenue
$0
Total assets, end of year
$691,525
Total liabilities, end of year
$82
Net assets or fund balances, end of year
$691,443
Program services expenses (Part IX)
$8,544
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$8,544

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 $20,819 · excluded $20,819

  • 7a · Gross sales of assets other than inventory

    other assets $16,104

  • 7c · Gain or loss

    other assets $16,104

  • 7d · Net gain or loss

    total $16,104 · related or exempt $16,104

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $1,752 · program services $1,752

  • 11f · Fees: investment management

    total $3,293 · program services $3,293

  • 11g · Fees: other

    total $3,098 · program services $3,098

  • 13 · Office expenses

    total $112 · program services $112

  • 23 · Insurance

    total $289 · program services $289

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,479

  • 2 · Savings and temporary cash investments

    end of year $11,980

  • 9 · Prepaid expenses and deferred charges

    end of year $238

  • 11 · Investments: publicly traded securities

    beginning of year $617,757 · end of year $679,307

  • 17 · Accounts payable and accrued expenses

    beginning of year $27 · end of year $82

  • 27 · Net assets without donor restrictions

    beginning of year $592,642 · end of year $633,511

  • 28 · Net assets with donor restrictions

    beginning of year $28,567 · end of year $57,932

Mission and programs · 2023

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.

  • SINCE NO PERSONS FITTING THE CATEGORY OF "ELDERLY, ILL OR NEEDY" WERE IDENTIFIED DURING THE YEAR, THE SCHOLARSHIP AMOUNT HAS BEEN SET ASIDE TO BE TRANSFERRED TO THE ALTERNATE BENEFICIARY, METROPOLITAN STATE UNIVERSITY, TO BE USED FOR SCHOLARSHIPS. THE AMOUNT IS BEING HELD AS A RESTRICTED NET ASSET UNTIL IT IS USED.

    Expenses $8,544

As filed on the 2023 return.

Listed in Part VII

  • Mary Benoit

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Penny Burke

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Patricia McNerny

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Judith Bingenheimer

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cynthia Herndon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Veronica Hoegler

    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

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
2023
Filed
28 September 2024
IRS schema version
2023v5.0
Source object
202412759349301206

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