Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE JOHN R HERSHEY AND ANNA L HERSHEY
FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)40 S POTOMAC ST NO 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HAGERSTOWN, MD21740
A Employer identification number

54-2152968
B Telephone number (see instructions)

(301) 733-7111
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,992,784
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,038 1,038  
4 Dividends and interest from securities... 83,547 83,547  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 564,719
b Gross sales price for all assets on line 6a 2,192,747
7 Capital gain net income (from Part IV, line 2)... 564,719
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 650,304 649,304  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,000 3,750   7,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,205 0   0
c Other professional fees (attach schedule).... 32,684 32,684   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,647 2,692   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 390 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,926 39,126   7,500
25 Contributions, gifts, grants paid....... 161,420 161,420
26 Total expenses and disbursements. Add lines 24 and 25 233,346 39,126   168,920
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 416,958
b Net investment income (if negative, enter -0-) 610,178
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 586,594 869,013 869,013
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,774,978 Click to see attachment2,905,598 4,123,771
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,361,572 3,774,611 4,992,784
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,361,572 3,774,611
29 Total net assets or fund balances (see instructions)..... 3,361,572 3,774,611
30 Total liabilities and net assets/fund balances (see instructions). 3,361,572 3,774,611
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,361,572
2
Enter amount from Part I, line 27a .....................
2
416,958
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,778,530
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,919
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,774,611
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 2000 BGS P 2017-10-13 2020-01-08
b 800 PNC P 2012-06-27 2020-01-08
c 369 TRV P 2012-06-27 2020-02-10
d 132 ABBV P    
e 102 AAGIY P 2018-05-07  
353 EADSY P    
30 BABA P 2020-04-08  
1 GOOGL P 2020-04-08 2020-10-20
2 GOOG P 2020-04-08 2020-10-20
473 MO P    
49 MO P   2020-04-21
6 AMZN P 2020-04-08  
1474 AMCR P    
220 AMCR P 2018-05-07 2020-02-04
4 AEP P 2020-05-01 2020-05-28
34 AXP P 2020-04-08  
48 AMGN P    
1380 APA P   2020-05-15
40 AMAT P 2020-04-08 2020-10-20
2208 ACGL P 2012-09-17  
1324 ARCC P 2012-06-27 2020-04-08
18 ASML P 2018-05-07  
153 AZN P    
65 AZO P    
176 BK P 2020-04-08  
3000 BAC P 2012-06-27 2020-04-08
217 BNPQY P    
986 BP P    
18 BTI P 2018-11-13 2020-03-24
25 CM P 2017-07-31 2020-03-20
34 COF P 2020-04-08  
311 CABGY P 2018-05-07  
598 CARR P 2020-04-08  
5 CVX P 2020-08-17 2014-12-11
32 CMG P   2020-12-24
85 CMG P    
5 CB P 2020-04-08 2020-10-20
457 KO P    
240 CMI P   2020-04-08
616 DANOY P   2020-10-27
2 DBSDY P 2019-06-10 2020-01-30
24 DBSDY P 2018-05-17 2020-01-30
188 DE P 2013-07-30 2020-09-28
444 DNZOY P   2020-05-01
106 DNZOY P 2018-05-07 2020-05-01
34 DEO P 2018-05-07 2020-03-09
199 D P    
111 DUK P 2012-06-27  
242 ENB P    
559 ENLAY P 2018-05-07 2020-10-20
71 ESLOY P 2018-05-07 2020-10-20
315 EXPD P    
3 XOM P 2015-08-25 2020-05-28
67 FB P 2020-04-08  
1660 FAST P    
3000 GDV P 2012-10-17 2020-04-08
30 GLPG P    
184 GMAB P 2018-05-07  
245 GILD P    
800 GSK P    
204 GS P   2020-04-08
80 HDB P 2018-05-07  
151 HKXCY P   2020-06-08
33 IMBBY P 2019-06-10 2020-03-19
191 IMBBY P 2018-05-07 2020-03-19
84 INTC P 2020-04-08  
78 IHG P   2020-06-22
200 IBM P 2012-06-27 2020-04-08
242 IVZ P   2020-04-23
296 IVZ P   2020-04-23
64 JMHLY P   2020-06-22
52 JPM P 2020-04-08 2020-10-20
42 KYCCF P 2018-05-07  
57 KMB P    
19 KMB P   2020-05-05
226.184 PHG P    
239 HSRYY P   2020-01-30
29 LRLCY P 2018-05-07 2020-07-22
876 LYG P 2019-04-15 2020-04-22
13 LOEWS P 2020-04-08 2020-10-20
295 LNSTY P 2018-05-07  
53 LVMUY P 2018-05-07 2020-11-24
161 LYB P   2020-03-16
148 MA P 2014-07-31 2020-04-08
4 MSFT P 2020-04-08 2020-04-13
586 MCO P    
185 MRAAY P    
74 NPSNY P 2018-12-13 2020-01-09
81 NGG P 2018-05-07  
109 NSRGY P 2018-05-07  
49 EDU P 2020-04-08  
359 NJDCY P 2018-05-07  
146 NTTYY P 2019-09-12 2020-05-12
58 NVS P   2020-11-04
192 NVO P 2018-05-07  
6 NVR P 2015-05-12 2020-04-08
87 ORLY P 2017-07-06 2020-04-08
311 OXY P    
35 OXY P   2020-02-27
145 ORCL P 2020-04-08 2020-04-13
389 OVV P 2020-04-08 2020-05-11
223 PDRDY P 2018-05-07  
1605 PFE P    
200 PFE P    
33 PM P 2014-02-27 2020-04-08
59 PNC P 2014-02-27 2020-04-08
5 PNC P    
326 PPL P 2012-09-14  
429 PROSY P   2020-03-10
119 DGX P 2020-04-08  
93 RTX P 2020-04-08  
23 O P    
131 O P 2013-07-03 2020-02-27
190 RBGLY P   2020-02-27
186 ROST P    
257 RDSB P    
1220 RDSB P    
16 RYKKY P 2019-06-10 2020-01-30
86 RYKKY P 2018-05-07 2020-01-30
83 SAFRY P 2018-05-07  
176 SAXPY P   2020-10-29
164 SMSEY P    
53 SAP P 2018-05-07  
20 SMECF P 2018-05-07  
58 SFTBY P 2018-05-07 2020-10-20
111.74 SONVY P    
72 SO P 2018-01-18 2020-02-19
131 STRA P    
1282 SVNLY P 2020-02-05  
103 TSM P 2018-05-07  
98 TCEHY P    
69 TCEHY P 2019-03-28 2020-05-12
35 TXN P 2020-04-08  
300 TRV P 2012-06-27 2020-04-08
40 TJX P 2020-03-23 2020-10-20
265 TFC P 2012-06-27 2020-04-08
374 UNICY P 2018-11-12 2020-10-20
3 UL P 2020-01-24 2020-05-28
59 UNP P   2020-10-20
140 UPS P    
123 UPS P    
202 USB P 2020-04-08  
132 VTR P   2020-03-20
255 VTR P   2020-03-20
1595 VZ P    
94.671 VTRS P    
16.502 VTRS P 2019-12-10 2020-12-01
161 V P 2014-09-25 2020-04-08
171 VOD P   2020-08-11
17 WAT P 2018-05-07  
52 WELL P    
279 WELL P    
165 WYNMY P   2020-10-27
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 32,270   62,559 -30,289
b 125,825   47,336 78,489
c 48,976   23,026 25,950
d 11,652   9,274 2,378
e 3,802   3,567 235
5,252   8,466 -3,214
7,293   5,863 1,430
1,546   1,210 336
3,101   2,430 671
10,625   16,297 -5,672
1,893   2,527 -634
18,446   12,224 6,222
9,557   15,370 -5,813
2,395   2,210 185
340   328 12
3,428   3,123 305
11,055   9,363 1,692
14,696   10,381 4,315
2,499   2,048 451
64,696   30,242 34,454
15,603   20,760 -5,157
7,058   3,516 3,542
7,883   4,561 3,322
64,384   36,896 27,488
6,480   6,272 208
69,928   13,755 56,173
4,421   7,920 -3,499
22,124   39,939 -17,815
537   537 0
1,313   2,172 -859
2,387   1,913 474
8,850   7,065 1,785
16,866   8,695 8,171
454   526 -72
45,114   20,102 25,012
100,445   24,645 75,800
596   570 26
22,634   20,136 2,498
35,868   24,816 11,052
7,104   9,656 -2,552
150   144 6
1,801   2,072 -271
41,714   15,515 26,199
7,181   9,393 -2,212
1,714   2,762 -1,048
4,592   4,886 -294
15,483   13,200 2,283
10,166   7,659 2,507
7,121   8,281 -1,160
4,986   3,581 1,405
5,360   4,870 490
26,549   12,069 14,480
137   212 -75
16,459   11,634 4,825
70,908   33,140 37,768
47,189   49,947 -2,758
5,507   4,424 1,083
5,874   3,864 2,010
27,608   22,866 4,742
30,657   34,588 -3,931
35,705   30,799 4,906
3,286   3,864 -578
5,680   4,762 918
520   856 -336
3,008   6,889 -3,881
4,712   4,939 -227
3,709   5,299 -1,590
23,821   38,460 -14,639
1,786   4,786 -3,000
2,184   8,042 -5,858
2,744   3,951 -1,207
5,263   4,885 378
16,500   12,977 3,523
7,853   6,638 1,215
2,624   2,494 130
8,060   9,349 -1,289
6,529   8,307 -1,778
1,921   1,373 548
1,228   2,993 -1,765
464   490 -26
7,390   4,464 2,926
6,235   3,689 2,546
6,895   13,683 -6,788
39,752   10,988 28,764
652   661 -9
140,381   39,291 101,090
2,922   1,981 941
2,439   2,846 -407
5,342   4,906 436
11,903   8,424 3,479
6,929   5,491 1,438
7,343   7,048 295
3,285   3,590 -305
4,892   4,083 809
12,308   9,181 3,127
17,475   7,784 9,691
29,970   15,355 14,615
11,160   20,160 -9,000
1,150   1,882 -732
7,620   7,603 17
2,283   1,542 741
6,848   7,365 -517
55,348   39,368 15,980
7,098   8,640 -1,542
2,485   2,576 -91
8,989   8,018 971
652   590 62
8,232   8,826 -594
5,714   6,641 -927
14,699   10,552 4,147
5,751   5,830 -79
1,716   1,592 124
9,771   5,132 4,639
3,640   2,955 685
17,203   8,828 8,375
6,648   15,303 -8,655
44,096   76,319 -32,223
268   282 -14
1,440   3,118 -1,678
1,298   2,502 -1,204
3,316   4,575 -1,259
994   1,981 -987
7,039   6,062 977
7,416   7,703 -287
1,958   1,133 825
5,537   3,930 1,607
4,972   3,206 1,766
16,697   6,183 10,514
6,178   6,852 -674
8,167   3,978 4,189
6,361   4,962 1,399
3,863   3,108 755
4,732   3,855 877
31,435   18,771 12,664
2,230   1,381 849
41,095   48,875 -7,780
3,609   2,091 1,518
162   162 0
12,338   4,141 8,197
22,726   15,151 7,575
21,507   12,431 9,076
7,771   7,193 578
3,238   7,752 -4,514
6,254   14,949 -8,695
91,705   72,024 19,681
1,608   1,594 14
280   266 14
28,049   8,483 19,566
2,673   5,556 -2,883
3,679   3,300 379
2,053   4,483 -2,430
11,388   17,076 -5,688
2,406   6,176 -3,770
940     940
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -30,289
b       78,489
c       25,950
d       2,378
e       235
      -3,214
      1,430
      336
      671
      -5,672
      -634
      6,222
      -5,813
      185
      12
      305
      1,692
      4,315
      451
      34,454
      -5,157
      3,542
      3,322
      27,488
      208
      56,173
      -3,499
      -17,815
      0
      -859
      474
      1,785
      8,171
      -72
      25,012
      75,800
      26
      2,498
      11,052
      -2,552
      6
      -271
      26,199
      -2,212
      -1,048
      -294
      2,283
      2,507
      -1,160
      1,405
      490
      14,480
      -75
      4,825
      37,768
      -2,758
      1,083
      2,010
      4,742
      -3,931
      4,906
      -578
      918
      -336
      -3,881
      -227
      -1,590
      -14,639
      -3,000
      -5,858
      -1,207
      378
      3,523
      1,215
      130
      -1,289
      -1,778
      548
      -1,765
      -26
      2,926
      2,546
      -6,788
      28,764
      -9
      101,090
      941
      -407
      436
      3,479
      1,438
      295
      -305
      809
      3,127
      9,691
      14,615
      -9,000
      -732
      17
      741
      -517
      15,980
      -1,542
      -91
      971
      62
      -594
      -927
      4,147
      -79
      124
      4,639
      685
      8,375
      -8,655
      -32,223
      -14
      -1,678
      -1,204
      -1,259
      -987
      977
      -287
      825
      1,607
      1,766
      10,514
      -674
      4,189
      1,399
      755
      877
      12,664
      849
      -7,780
      1,518
      0
      8,197
      7,575
      9,076
      578
      -4,514
      -8,695
      19,681
      14
      14
      19,566
      -2,883
      379
      -2,430
      -5,688
      -3,770
      940
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 564,719
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,481
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,481
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,481
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,280
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,201
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOHN R HERSHEY III Telephone no.bullet (301) 733-7111

    Located atbullet40 S POTOMAC STREETHAGERSTOWNMD ZIP+4bullet21740
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN R HERSHEY III PRESIDENT
    4.00
    7,500 0 0
    40 S POTOMAC ST
    HAGERSTOWN,MD21740
    LYNNE H HERSHEY VICE PRESIDENT
    2.00
    7,500 0 0
    40 S POTOMAC ST
    HAGERSTOWN,MD21740
    KAREN A SPESSARD TREASURER
    2.00
    7,500 0 0
    40 S POTOMAC ST
    HAGERSTOWN,MD21740
    CHERYL L HERSHEY SECRETARY
    2.00
    7,500 0 0
    40 S POTOMAC ST
    HAGERSTOWN,MD21740
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,712,960
    b
    Average of monthly cash balances.......................
    1b
    783,488
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,496,448
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,496,448
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    67,447
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,429,001
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    221,450
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    221,450
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,481
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,481
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    212,969
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    212,969
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    212,969
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    168,920
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    168,920
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    168,920
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 212,969
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 56,025
    b From 2016...... 19,631
    c From 2017...... 51,232
    d From 2018...... 20,086
    e From 2019......  
    fTotal of lines 3a through e........ 146,974
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 168,920
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 168,920
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 44,049 44,049
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 102,925
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    11,976
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    90,949
    10 Analysis of line 9:
    a Excess from 2016.... 19,631
    b Excess from 2017.... 51,232
    c Excess from 2018.... 20,086
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BARBARA INGRAM SCHOOL FOR THE ARTS
    7 S POTOMAC STREET
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 1,500
    BREAST CANCER AWARENESS - CV INC
    322 E ANTIETAM ST 101
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 5,000
    BROOKE'S HOUSE
    17663 TECHNOLOGY BLVD
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 6,000
    CASA
    116 W BALTIMORE STREET
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 5,000
    CEDAR CREST COLLEGE
    100 COLLEGE DRIVE
    ALLENTOWN,PA18104
    NONE 501(C)(3) SUPPORT MISSION 1,000
    CHILDREN IN NEED INC
    131 W NORTH AVENUE
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 7,500
    COMMUNITY FREE CLINIC
    249 MILL ST
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 7,500
    EMMANUEL UNITED METHODIST
    802 SUMMIT AVENUE
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 3,000
    GIRLS INC OF WASHINGTON COUNTY
    626 WASHINGTON AVENUE
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 7,500
    HAGERSTOWN COMMUNITY COLLEGE
    11400 ROBINWOOD DR
    HAGERSTOWN,MD21742
    NONE 501(C)(3) SUPPORT MISSION 5,000
    HEAL OF WASHINGTON COUNTY
    203 SUMMIT AVE
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 7,500
    HOSPICE OF WASHINGTON CO
    747 NOTHERN AVENUE
    HAGERSTOWN,MD21742
    NONE 501(C)(3) SUPPORT MISSION 10,000
    HUMANE SOCIETY OF WASHINGTON CO
    13011 MAUGANSVILLE RD
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 7,500
    LEHIGH UNIVERSITY
    MEMORIAL DRIVE WEST
    BETHLEHEM,PA18015
    NONE 501(C)(3) SUPPORT MISSION 1,000
    LEITERSBURG RURITAN CLUB
    21427 LEITER ST
    HAGERSTOWN,MD21742
    NONE 501(C)(3) SUPPORT MISSION 2,500
    MARYLAND THEATRE ASSOCIATION INC
    21-27 SOUTH POTOMAC STREET
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 17,500
    MAUGANSVILLE FIRE CO
    13730 MAUGANSVILLE RD
    MAUGANSVILLE,MD21767
    NONE 501(C)(3) SUPPORT MISSION 4,000
    MENTAL HEALTH ASSOC
    226 S JEFFERSON ST
    FREDERICK,MD21701
    NONE 501(C)(3) SUPPORT MISSION 4,000
    RENFREW INSTITUTE
    1010 EAST MAIN STREET
    WAYNESBORO,PA17268
    NONE 501(C)(3) SUPPORT MISSION 11,000
    SAN MAR CHILDREN'S HOME
    8504 MAPLEVILLE RD
    BOONSBORO,MD21713
    NONE 501(C)(3) SUPPORT MISSION 2,500
    SECOND CHANCE GARAGE INC
    528 N MARKET ST
    FREDERICK,MD21701
    NONE 501(C)(3) SUPPORT MISSION 4,000
    THE POTOMAC PLAYMAKERS
    PO BOX 3659
    HAGERSTOWN,MD21742
    NONE 501(C)(3) SUPPORT MISSION 4,920
    THE WOMENS GIVING CIRCLE
    10440 SHAKER DR
    COLUMBIA,MD21046
    NONE 501(C)(3) SUPPORT MISSION 4,000
    TRINITY LUTHERAN CHURCH
    15 RANDOLF AVENUE
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 2,500
    UNIVERSITY OF MD FOUNDATION
    3300 METZEROTT RD
    ADELPHI,MD20783
    NONE 501(C)(3) SUPPORT MISSION 5,000
    VALOR MINISTRIES
    324 E ANTIETAM ST
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 7,500
    WASHINGTON COUNTY COMMUNITY ACTION COUNCIL
    101 SUMMIT AVE
    HAGERSTOWN,MD21740
    NONE 501(C)(3) SUPPORT MISSION 4,500
    WASHINGTON COUNTY MUSEUM OF FINE ARTS
    PO BOX 423
    HAGERSTOWN,MD217410423
    NONE 501(C)(3) SUPPORT MISSION 5,000
    YMCA OF HAGERSTOWN MD
    PO BOX 1857
    HAGERSTOWN,MD21742
    NONE 501(C)(3) SUPPORT MISSION 7,500
    Total .................................bullet 3a 161,420
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1,038  
    4 Dividends and interest from securities....     14 83,547  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 564,719  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 649,304 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    649,304
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE JOHN R HERSHEY AND ANNA L HERSHEY
     
    FAMILY FOUNDATION INC
    EIN:
    54-2152968
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,205 0   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE JOHN R HERSHEY AND ANNA L HERSHEY
     
    FAMILY FOUNDATION INC
    EIN:
    54-2152968
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCK PORTFOLIO 2,905,598 4,123,771

    TY 2020 OtherDecreasesSchedule
    Name:
    THE JOHN R HERSHEY AND ANNA L HERSHEY
     
    FAMILY FOUNDATION INC
    EIN:
    54-2152968
    Description Amount
    BASIS ADJUSTMENTS 3,919


    TY 2020 OtherExpensesSchedule
    Name:
    THE JOHN R HERSHEY AND ANNA L HERSHEY
     
    FAMILY FOUNDATION INC
    EIN:
    54-2152968
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE AND ADMINISTRATIVE EXPENSES 350 0   0
    WIRE FEES 40 0   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE JOHN R HERSHEY AND ANNA L HERSHEY
     
    FAMILY FOUNDATION INC
    EIN:
    54-2152968
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 32,684 32,684   0


    TY 2020 TaxesSchedule
    Name:
    THE JOHN R HERSHEY AND ANNA L HERSHEY
     
    FAMILY FOUNDATION INC
    EIN:
    54-2152968
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,692 2,692   0
    FEDERAL INCOME TAXES 3,955 0   0