Table of Contents
Table of Contents
List of Appendices
List of Charts
List of Diagrams
List of Pictures
List of Tables
Statement of Purpose
Acknowledgements
Terminology and Nomenclature
Foreword
Introduction
Chapter 1. The “Ideal Community” and the Hersheys’ Children’s Home
1.1 The Ideal Community
1.2 Milton S. Hershey – Philanthropist
Chapter 2. The Hershey Industrial School – Significant Events
2.1 Early Vision of the School and Overview of the Plan
2.2 Phase 1: Building and Determining the Long Term Viability of the Business in Lancaster (1893 to 1901)
2.3 Phase 2: Building and Determining the Long Term Viability of the Community and the Business in Derry Township (1901 to 1908)
2.3 (a) Hershey, Pennsylvania - Overview
2.3 (b) Derry Township
2.3 (c) Hershey’s View of the “Ideal Community”
2.3 (d) Economic Depressions and Other Challenging Events Encouraged Hershey to Make Things More Permanent
2.4 Phase 3: The Trust and Education (1909 to 1918)
2.5 Phase 4: Placing all Components of the “Ideal Community” into a Permanent Structure (1918 to 1923)
2.6 Phase 5: The Great Expansion (1920s and 1930s)
2.6 (a) The Expansion of the 1920s (1924 to 1929)
2.6 (b) The Great Depression and the Expansion of the 1930s (1930 to 1939)
2.6 (b) (i) The Great Depression
2.6 (b) (ii) Overview of the 1930s Expansion
2.7 Structural Refinements
2.7 (a) 1919 Incorporation of the Managers
2.7 (b) 1927 Hershey Estates, Hershey Chocolate Corporation
2.7 (c) 1929 Proposed Merger With Kraft and Colgate-Palmolive-Peet
2.7 (d) 1930 The Hershey Industrial School Alumni Association
2.7 (e) 1933 Modification of the Original Deed of Trust
2.7 (f) 1935 M.S. Hershey Foundation
2.7 (g) 1938 Hershey Junior College
2.7 (h) 1939 An HIS Graduate Becomes a Manager
2.7 (i) 1945 Testamentary Trust
2.8 1937 Labor Strike and Related Labor Activities
2.9 1937 Stroke of Milton Hershey
2.10 1938 Death of George Copenhaver
2.11 1940 to 1945 – World War II Dominates
2.12 1944 Milton Hershey Resigns Leadership Positions
2.13 1945 Milton Hershey Died
Chapter 3. The Hershey Industrial School Trust
3.1 Introduction
3.2 The Hersheys’ Children’s Home Development Plan and the Trust
3.3 Deed of Trust
3.4 Trust Structure and Governance
3.4(a) Trustee
3.4(b) Managers and Board of Managers
3.4(c) Preservation of Control and Interpretation During Milton Hershey’s Lifetime
3.4(d) The “institution” Designated the “School”
3.4(e) The “school”
3.4(f) Beneficiaries of the Trust
Chapter 4. Beneficiaries of the Trust and Their Benefits
4.1 Determining Who is a Beneficiary – Requirements for Admission
4.2 Indenturing
4.2(a) Indenturing is Required by Milton Hershey’s Deed of Trust
4.2(b) Indenturing Changes Legal Relationships
4.2(b)(i) Parent, Guardian or Other Competent Authority and Minor
4.2(b)(ii) Parent, Guardian or Other Competent Authority and Managers
4.2(b)(iii) Minor as Third Party Beneficiary and a Direct Party
4.2(b)(iv) Minor and the Managers Under the Indenture and Milton Hershey’s Deed of Trust
4.2(b)(v) Minor and Paragraph 20 of Milton Hershey’s Deed of Trust
4.2(c) The Substance of Each Indenture
4.3 Defining the Beneficiaries of the Trust
4.4 Benefits Under Milton Hershey’s Deed of Trust and the Indentures
4.5 Term of Current Beneficiaries
4.5(a) Admitting Current Beneficiaries
4.5(b) Terminating Current Beneficiaries
4.5(c) End of Term as a Current Beneficiary
4.6 Benefits After Reaching Age 18
4.7 All Benefits are Free
Chapter 5. Hersheys’ Children’s Home
5.1 Overview of the Hersheys’ Children’s Home
5.2 The Hersheys’ Children’s Home Component: “Hershey” or Community
5.3 The Hersheys’ Children’s Home Component: “Industrial” or Business
5.4 The Hersheys’ Children’s Home Component: “School” or Education
5.5 The School Includes Hershey Improvement Company and Hershey Estates which Operate the Hersheys’ Children’s Home Campus
5.6 The School Includes The School Family and The Hershey Industrial School Alumni Association
Chapter 6. Direct Trust Benefits & the “school”
6.1 The “school”
6.2 First and Foremost a Children’s Home
6.3 The Guiding Principles
6.4 Environment of the School: A School Family and A Rural, Agrarian Campus
6.4 (a) Creating and Maintaining a Home and a Family - The School Family
6.4 (b) A Rural, Agrarian Campus
6.4(b)(i) Deed of Trust and Historic Analysis
6.4(b)(ii) Rationale for a Large Rural Campus
6.5 Programs of the “school”
6.5 (a) Full Development of the Whole Person
6.5 (b) Work Ethics
6.5 (c) Recreation and Other Natural Resources
6.5 (d) Religious and Moral Education
6.5(d)(i) Deed of Trust and The Hersheys’ Intent
6.5(d)(ii) The Religious and Moral Education Program
6.5(d)(ii)(A) General
6.5(d)(ii)(B) The Program
6.5 (e) Farm and Vocational
6.5(e)(i) Deed of Trust
6.5(e)(ii) Rationale for the Farm and Vocational Programs
6.5 (f) Certain Benefits Continue Beyond Age 18
Chapter 7. The School Family
7.1 Origin of the School Family—Milton Hershey’s Deed of Trust, Indentures and the Constitution
7.2 Defining the School Family
7.3 The School Family’s Role and Purposes in the Trust
7.4 Historic Recognition and Verification of the School Family
Chapter 8. Milton Hershey’s Alumni Association
8.1 Hershey Industrial School Alumni Association – What the Hersheys’ Intended
8.1 (a) General
8.1 (b) The Constitution of Milton Hershey’s Alumni Association
8.1 (c) Creating and Maintaining a Home and a Family - The School Family
8.1 (d) Certain Benefits are to Continue Beyond Age 18 and Beyond High School
8.1 (e) Original Alumni Association Members of Milton Hershey’s Alumni Association Succeed the Hersheys as the Senior Members of the School Family
8.2 The Alumni Association’s Institutional History
8.2 (a) Formation and Formalities
8.2 (b) Use of Trust Assets and Milton Hershey’s Intent
8.3 Milton Hershey’s Alumni Association Purposes and Excellent History of Service
8.3 (a) Service to the “school” and Its Students
8.3 (b) Service to Alumni
8.3 (c) Service to the School Family
8.3 (d) Service to the “Permanent Institution” – the School
Index of Terms
Glossary of Terms
List of Appendices
Appendix I: Development of The Hershey Industrial School
Appendix II: The Hershey Industrial School - Significant Events
Appendix III: Development of Derry Township & HIS Education System
Appendix IV: The Hershey Industrial School - Student & Student Home Growth
Appendix V: Deed of Trust - Original
Appendix VI: Deed of Trust - As of Milton S. Hershey's Death in 1945
Appendix VII: Deed of Trust - As of Date of Publication in 2005
Appendix VIII: Form of Indenture as of Milton S. Hershey's Death in 1945
Appendix IX: Certificate of Incorporation of the Managers and 1933 Amendment
Appendix X: 1918 Conveyance of Non-Chocolate Assets to Hershey Chocolate Company
Appendix XI: 1918 Transferred Hershey Chocolate Company Stock Certificate
Appendix XII: 1918 Letter to Hershey Chocolate Company
Appendix XIII: 1919 Decree
Appendix XIV: 1919 Petition
Appendix XV: 1930 Constitution
Appendix XVI: 1933 Decree
Appendix XVII: 1933 Petition
Appendix XVIII: 1933 M.S. Hershey Declaration and Joinder
Appendix XIX: 1933 Paul Reed Memo
Appendix XX: 1935 The M.S. Hershey Foundation
Appendix XXI: 1935 Living Trust of Milton Hershey
Appendix XXII: 1944 Milton Hershey Will & 1945 Residual Derry Township School District Trust
Appendix XXIII: Milton Hershey's Deed of Trust & the Ideal Community
Appendix XXIV: The Words of Milton S. Hershey
List of Charts
Chart 1: The Hershey Industrial School - Significant Events (1909 - 1918)
Chart 2: Student & Student Homes of the "school" Growth (1910 - 1918)
Chart 3: The Hershey Industrial School - Significant Events (1918 - 1923)
Chart 4: Student & Student Homes of the "school" Growth (1919 - 1923)
Chart 5: Student & Student Homes of the "school" Growth (1924 - 1929)
Chart 6: Student & Student Homes of the "school" Growth (1930 - 1939)
Chart 7: The Hershey Industrial School - Significant Events, Structural Refinements (1919 - 1945)
Chart 8: Student & Student Homes of the "school" Growth (1940 - 1945)
List of Diagrams
Diagram 1: The "Ideal Community" of The Hershey Industrial School (1901 - 1909)
Diagram 2: Control of The Hershey Industrial School Trust – 1910
Diagram 3: The Hershey Industrial School: 1910 – 1918
Diagram 4: The Hershey Industrial School: 1918
Diagram 5: The Hershey Industrial School: 1927
Diagram 6: The Hershey Industrial School: 1930
Diagram 7: The Hershey Industrial School: 1935
Diagram 8: The Hershey Industrial School: 1938
Diagram 9: The Hershey Industrial School: 1945
Diagram 10: Relationships Resulting from Indenturing
Diagram 11: Scholars Versus Orphans Under Milton Hershey's Deed of Trust
Diagram 12: Benefits Under Milton Hershey's Deed of Trust
Diagram 13: 1950 Houseparent Handbook Diagram of HIS
Diagram 14: School Family and Milton Hershey's Alumni Association: 1930
List of Pictures
Picture 1: Milton S. Hershey in 1941
Picture 2: Milton Hershey and the Boy
Picture 3: H.I.S. Junior/Senior High School
Picture 4: Homes on Caracas Avenue, Hershey, Pennsylvania
Picture 5: Chocolate Factory viewed from the Community Center Building Circa 1933
Picture 6: Student Farm Home Brookside in 1908
Picture 7: Student Farm Home Apple Hurst (Farm No. 39)
Picture 8: The Community Center Building, Built in 1933
Picture 9: The Board of Managers of The Hershey Industrial School in 1944
Picture 10: John Snyder, Legal Architect of The Hershey Industrial School
Picture 11: The Boys Admitted to The Hershey Industrial School in 1914
Picture 12: 1940 Map of The Hershey Industrial School
Picture 13: Derry Township Schools Circa 1933
Picture 14: H.I.S. Junior Senior High School, Opened in 1934
Picture 15: Library and Other Facilities of Hershey Junior College, Opened in 1938
Picture 16: George Copenhaver, the First Superintendent of The Hershey Industrial School
Picture 17: Prudence Copenhaver, George Copenhaver’s Wife
Picture 18: Family Home Life
Picture 19: Recreation is a Core Component of the Program
Picture 20: Veronica "Fanny" B. Hershey, M.S.'s Mother
Picture 21: Henry Hershey, M.S.'s Father
Picture 22: Milton S. Hershey in 1938
Picture 23: Catherine S. Hershey in 1910
Picture 24: The Ten Commandments and Golden Rule as Published in Student Homes
Picture 25: Members of the Early School Family
Picture 26: Broad Acres, Unit No.1, “H. I. S. Alumni Memorial Home”
List of Tables
Table 1: Hershey is a United States Postal Service Area
Table 2: Statistics Regarding Age at Time of Student’s Discharge
Table 3: Counties and Townships in Which HIS Units Were Located
Table 4: Students Who Became Alumni in Derry Township 1908-1945
Table 5: Number of school Graduates Compared to Other Derry Township Graduates
Table 6: Land Ownership By The Various Hershey Interests
Table 7: Indenture and Deed of Trust References to "home" and "residence"
Table 8: Resident Beneficiaries Who Died While a Student at HIS
Table 9: Constitution of The Hershey Industrial School Alumni Association
Table 10: Benefits Through Milton Hershey's Alumni Association
Table 11: Comments on Alumni Association Constitution
Table 12: Analysis of Former Student, Former Good Student, Former Commendable Student, & Others Eligibility, Status and Benefits
Table 13: Alumni Managers Who Served as a Manager During or Prior to 1984 Had Served as the President of the Alumni Association
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