Hershey Rev Charitable Trust FY2024 filing

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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.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 84-0765754) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $11K a year · 40% of revenue · last 5 filings
A surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
100% of spending went to programs.
Pt IX · Ln 25 · col B
16.8 mo
of spending, in cash
Plus $679K in investments, Pt X · Ln 11–13
16.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$82
0.01% of total assets
Liabilities are 0.01% of assets.
Pt X · Ln 26
Independent board members
8
of 8 voting members
8 of 8 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$37K
+86% vs prior year
Spent
$9K
To programs
100%
Net assets
$691K
By yearFY2021–FY2025
Revenue
$37K
FY2024▲ +86%
Tap a bar for its year
Revenue by fiscal year
FY2021$18K
FY2022$16K
FY2023$20K
FY2024$37K
FY2025$53K
Expenses
$9K
FY2024▲ +52%
Tap a bar for its year
Expenses by fiscal year
FY2021$4K
FY2022$5K
FY2023$6K
FY2024$9K
FY2025$63K
Net assets
$691K
FY2024▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2021$641K
FY2022$613K
FY2023$621K
FY2024$691K
FY2025$695K

From the FY2024 Form 990 (year ending May 2024) · see the original

You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $9K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Hershey Rev Charitable Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps long-term Zonta members facing financial hardship due to age or illness.

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1 program · $9K · in their own filed words · FY2023
01

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.

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 84-0765754) · Dispute this line
$9Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 2 grants · $57K · 2024–2024
Unitemized GrantFY2024$28,100

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$37K
Ln 12
Investment incomeLn 3$21K
Other incomeLn 4–11$16K
Money outPt IX
$9K
Ln 25
Programscol B$9K
Owns and owesPt X
$691K
net assets · Ln 32
Cash and savingsLn 1–2$12K
Total assetsLn 16$692K
LiabilitiesLn 26$82
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$21K
Other incomeLn 4–11$16K
Gains on assetsLn 7$16K
Total revenueLn 12$37K
Assets in detailPt X, end of year
SavingsLn 2$12K
Cash and savings togetherLn 1–2$12K
Prepaid expenses and deferred chargesLn 9$238
InvestmentsLn 11–13$679K
Total assetsLn 16$692K
LiabilitiesLn 26$82
Net assetsLn 32$691K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$12K
InvestmentsLn 11–13$618K$679K
Total assetsLn 16$621K$692K
LiabilitiesLn 26$27$82
Net assetsLn 32$621K$691K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$3K$3K
Office expensesLn 13$112$112
InsuranceLn 23$289$289
Total functional expensesLn 25$9K$9K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Oct 14, 2025 $53K$63K−$10K$695K 990 PDF
FY2024 ViewingFiled with the IRS Oct 1, 2024 $37K$9K$28K$691K 990 PDF
FY2023Filed with the IRS Feb 6, 2024 $20K$6K$14K$621K 990 PDF
FY2022Filed with the IRS Oct 14, 2022 $16K$5K$10K$613K 990 PDF
FY2021Filed with the IRS Oct 12, 2021 $18K$4K$14K$641K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $36,923 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenue$0
I-10 Investment incomePrior year $19,846$36,923
I-11 Other revenue$0
I-12 Total revenuePrior year $19,846$36,923
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $5,605$8,544
I-18 Total expensesPrior year $5,605$8,544
I-19 Revenue less expensesPrior year $14,241$28,379
Part VI · Governance 8 of 8 board members independent, 5 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $36,923 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $20,819$20,819
VIII-7 Net gain or loss on sales of assetsRelated to mission $16,104$16,104
VIII-12 Total revenueRelated to mission $16,104 · Excluded from tax $20,819$36,923
Part IX · Statement of functional expenses $8,544 across 5 lines filed
IX-11c Accounting feesPrograms $1,752$1,752
IX-11f Investment management feesPrograms $3,293$3,293
IX-11g Other fees for servicesPrograms $3,098$3,098
IX-13 Office expensesPrograms $112$112
IX-23 InsurancePrograms $289$289
IX-25 Total functional expensesPrograms $8,544 · Management $0 · Fundraising $0$8,544
Part X · Balance sheet $691,525 assets, 10 lines filed
X-2 Savings and temporary cash investments$11,980
X-9 Prepaid expenses and deferred charges$238
X-11 Publicly traded securitiesStart of year $617,757$679,307
X-16 Total assetsStart of year $621,236$691,525
X-17 Accounts payable and accrued expensesStart of year $27$82
X-26 Total liabilitiesStart of year $27$82
X-27 Net assets without donor restrictionsStart of year $592,642$633,511
X-28 Net assets with donor restrictionsStart of year $28,567$57,932
X-32 Total net assets or fund balancesStart of year $621,209$691,443
X-33 Total liabilities and net assetsStart of year $621,236$691,525
Part XI · Reconciliation of net assets $691,443 net assets at year end
XI-1 Total revenue$36,923
XI-2 Total expenses$8,544
XI-3 Revenue less expenses$28,379
XI-4 Net assets at start of year$621,209
XI-5 Net unrealized gains (losses) on investments$41,855
XI-10 Net assets at end of year$691,443

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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