2017-06-15T13:50:46-05:00 2016-12-31 231311005 Boyer & Ritter 211 House Avenue Camp Hill PA 17011 990 2016-01-01 233102612 PENNSYLVANIA AUTOMOTIVE ASSOCIATION FOUNDATION PENN 7172558311 1925 NORTH FRONT STREET HARRISBURG PA 17102 JOHN DEVLIN PRESIDENT 7172558311 2017-05-25 1 Daniel Thompson P00075074 7177617210 50.201.234.14 2017-05-25 13:38:11 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BCF10BDB0EEA217EDFC202AA35AABFD9773A33CC 2016 2021-01-29 14:40:06Z John Devlin 1925 n front street harrisburg PA 17105 14706267 0 X WWW.PAA-FOUNDATION.ORG X 2001 PA THE PRIMARY PURPOSE OF PAA FOUNDATION IS TO SUPPORT THE AUTOMOTIVE INDUSTRY IN THE FOLLOWING AREAS:1. TO ACT AS A COMMUNITY FOUNDATION ENABLING THE FOUNDATION TO RECEIVE GIFTS OF MONEY OR OTHER PROPERTY, HOLD THE SAME IN TRUST, INVEST AND PRESERVE IT AND DISTRIBUTE THE INCOME AND PRINCIPAL IN A MANNER CONSISTENT WITH THE GENERAL CHARITABLE PURPOSES OF THE FOUNDATION.2. PROVIDING GRANTS TO OTHER CHARITABLE ORGANIZATIONS THAT CONDUCT PROGRAMS AND ACTIVITIES RELATED TO THE NEW MOTOR VEHICLE INDUSTRY, PAA MEMBERS AND EMPLOYEES OF PAA MEMBERS.3. PROVIDING EDUCATIONAL OPPORTUNITIES AND SCHOLARSHIPS TO THE FAMILIES OF THOSE WHO ARE EMPLOYED IN THE NEW RETAIL MOTOR VEHICLE INDUSTRY IN PENNSYLVANIA AS WELL AS YOUNG PEOPLE WHO WISH TO WORK IN THE INDUSTRY. 20 20 2 20 0 0 2875994 2617830 17242 17346 1574712 1212036 -5200 -2954 4462748 3844258 2906105 2307471 0 0 155275 146072 0 0 81709 313340 299649 3374720 2753192 1088028 1091066 46343764 49912131 4611070 4916354 41732694 44995777 X THE MISSION OF THE PAA FOUNDATION IS TO SUPPORT, ENHANCE AND PROMOTE THE GOOD WORKS AND CHARITABLE ACTIVITIES OF THE NEW RETAIL MOTOR VEHICLE INDUSTRY IN PENNSYLVANIA. ANOTHER IMPORTANT FOCUS OF THE FOUNDATION IS TO PROVIDE EDUCATIONAL OPPORTUNITIES TO THE FAMILIES OF THOSE WHO ARE EMPLOYED IN THE NEW RETAIL MOTOR VEHICLE INDUSTRY IN PENNSYLVANIA AS WELL AS TO FUND AND PROVIDE EDUCATION AND TRAINING FOR INDIVIDUALS WHO WISH TO WORK IN THE INDUSTRY. 0 0 2118036 2118036 17346 Community Outreach - To provide contributions, grants and assistance to local communities and organizations in Pennsylvania through incentives and donor advised accounts. 189435 189435 0 Education Program - Granting of scholarships for post-secondary education. 2307471 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X Steven J SmithCPA VP FINANCE AND HUMAN RESOURCES 7172558311 1925 NORTH FRONT street harrisburg PA 17102 ALLAN E JENNINGS JR BOARD MEMBER 1.00 X 0 0 0 BLAISE ALEXANDER BOARD MEMBER 1.00 X 0 0 0 CINDY COOK BOARD MEMBER 1.00 X 0 0 0 CRAIG C SCOTT BOARD MEMBER 1.00 X 0 0 0 DAVID B PENSKE CHAIRMAN 1.00 X X 0 0 0 DEBORAH NUMRICH CAMPBELL bOARD MEMBER 1.00 X 0 0 0 FRED S SAVAGE BOARD MEMBER 1.00 X 0 0 0 JOHN OYLER TREASURER 1.00 X X 0 0 0 KENNETH B SHOCKEY BOARD MEMBER 1.00 X 0 0 0 KERMIT G HICKS BOARD MEMBER 1.00 X 0 0 0 MICHAEL B SMITH BOARD MEMBER 1.00 X 0 0 0 Mark Fox PAA CHAIRMAN 1.00 X 0 0 0 ROBERT J DOLAN BOARD MEMBER 1.00 X 0 0 0 ROBERT L HUNTER BOARD MEMBER 1.00 X 0 0 0 ROBERT P KELLY BOARD MEMBER 1.00 X 0 0 0 SCOTT LUSTGARTEN BOARD MEMBER 1.00 X 0 0 0 STEVEN G JONES SECRETARY 1.00 X X 0 0 0 WILLIAM P MANOS bOARD MEMBER 1.00 X 0 0 0 ROBERT COCHRAN BOARD MEMBER 1.00 X 0 0 0 JOHN DEVLIN PAA PRESIDENT 1.00 X 0 0 0 J Paul Mcmillen PRESIDENT(Through 12/31/16) 10.00 X 38330 0 870 STEVEN J SMITH CPA VICE PRESIDENT OF FINANCE 1.00 X 0 0 0 38330 0 870 0 0 0 0 The Bryn Mawr Trust Company 10 South Bryn Mawr Avenue Bryn Mawr PA 19010 Investment Management 189155 1 43860 2573970 577672 2617830 17346 17346 17346 707132 707132 11268897 55000 10764642 54351 504255 649 504904 504904 40062 43860 43016 -2954 -2954 3844258 17346 0 1209082 2118036 2118036 189435 189435 39200 7840 31360 73777 66399 7378 6348 5713 635 17180 15462 1718 9567 6157 3410 20831 14797 6034 13715 13715 189155 189155 274 274 8700 6429 2271 15882 15882 35283 31454 3829 408 408 Printing & publications 11667 2475 9192 Dues & Subscriptions 2153 2153 STAFF TRAINING 1440 1440 0 MISCELLANEOUS 105 105 0 36 36 2753192 2307471 364012 81709 1163788 1356294 227021 338554 1900 44925232 48169459 27723 45924 46343764 49912131 378104 370917 4232966 4545437 4611070 4916354 X 41732694 44995777 41732694 44995777 46343764 49912131 1091066 2172017 0 X X 0 1 X 1 0 X 3800220 1075230 4011725 2875995 2618330 14381500 3800220 1075230 4011725 2875995 2618330 14381500 4386055 9995445 755719 798402 822046 695927 707132 3779226 18160726 79297 0.55040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66 2462019 1358915 32177210 1 1 0 CARING FOR KIDS FOUNDATION ASSET MANAGEMENT 4545437 4545437 X 5840136 2172017 13016 2185033 3655103 189155 189155 3844258 2577053 13016 13016 2564037 189155 189155 2753192 Part X, Line 2: The Internal Revenue Service (IRS) has determined that the Foundation is exempt from Federal income tax under Section 501(c)(3) of the Internal Revenue Code. In certain circumstances, the Internal Revenue code provides for taxation of unrelated business income. In 2016, the Foundation applied for and received, from the IRS, a reclassification of foundation status from a supporting organization of Pennsylvania Automotive Association to a community foundation receiving a substantial portion of its support from the general public. Management evaluated the Foundation's tax positions and concluded that the Foundation had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. Part XI, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES NETTED ON THE FINANCIAL STATEMENTS 13,016. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES NETTED ON THE FINANCIAL STATEMENTS 13,016. GOLF TOURNAMENT 83922 43860 40062 850 20629 15538 5999 83922 43860 40062 850 20629 15538 5999 43016 -2954 STEVEN J SMITH CPA 1925 NORTH FRONT STREET HARRISBURG PA 17102 1 Aaron's Acres 1861 Charter Lane Suite 114 Lancaster PA 17601 113820295 501(C)(3) 5000 General Support Abington Friends School 575 Washington Lane Jenkintown PA 19046 231390625 501(C)(3) 25000 General Support Abington Health Foundation 1200 Old York Road Abington PA 19001 232188052 501(C)(3) 150500 General Support Allentown Symphony Association 23 N 6th St Allentown PA 18102 236272140 501(C)(3) 5000 General Support American Heart Association 1019 Mumma Rd Suite 100 Wormleysburg PA 17043 135613797 501(C)(3) 7745 General Support American Rescue Workers Inc 643 Elmira St Williamsport PA 17701 231714132 501(C)(3) 5000 General Support Angel 34 PO Box 494 750 Bushkill Center Rd Nazareth PA 18064 412155385 501(C)(3) 12000 General Support Animal Friends 562 Camp Horne Road Pittsburgh PA 15237 250951565 501(C)(3) 9300 General Support St Michael the Archangel School Advancement Office 4121 Old Bethlehem Pike Bethlehem PA 18015 231598116 501(C)(3) 27600 General Support Bedford County Humane Society 1108 Lutzville Rd Everett PA 15537 251415992 501(C)(3) 5000 General Support Bethany Christian Services of the Greater Delaware Valley 7827 Old York Rd Elkins Park PA 19027 311196722 501(C)(3) 10000 General Support Big Brothers Big Sisters of the Lehigh Valley 41 S Carlisle St Allentown PA 18109 231746895 501(C)(3) 6000 General Support Canine Companions for Independence 286 Middle Island Rd Medford NY 11763 942494324 501(C)(3) 10000 General Support Carnegie Mellon University PO Box 371525 Pittsburgh PA 15251 250969449 501(C)(3) 13500 General Support Children's Home of Easton 2000 S 25th St Easton PA 18042 240806100 501(C)(3) 5000 General Support Children's Hospital of Philadelphia Foundation PO Box 781352 Philadelphia PA 19178 232237932 501(C)(3) 33500 General Support Children's Hospital of Pittsburgh Foundation 1 Childrens Hospital Dr 4401 Penn Ave Central Plant Floor 3 Pittsburgh PA 15224 251865744 501(C)(3) 25770 General Support Cleve J Fredricksen Library Association 100 N 19th St Camp Hill PA 17011 231555412 501(C)(3) 10000 General Support College Street Baptist Church 3420 College St Newberry SC 29108 570767181 501(C)(3) 6999 General Support Colonial Williamsburg Foundation PO Box 1776 Williamsburg VA 23187 540505888 501(C)(3) 47700 General Support Communities in Schools of the Lehigh Valley 1501 Lehigh St Suite 206 Allentown PA 18103 232222874 501(C)(3) 8000 General Support Community Foundation of Washington County MD 33 WFranklin St Suite 203 Hagerstown MD 21740 522001455 501(C)(3) 10000 General Support Conestoga Valley Education Foundation 845 Hornig Rd Lancaster PA 17601 232650069 501(C)(3) 5000 General Support Dickinson College PO Box 1773 Carlisle PA 17013 231365954 501(C)(3) 5000 General Support East Hempfield Township K-9 Unit 1700 Nissley Rd PO Box 128 Landisville PA 17538 236000356 E. Hempfield Twp. 20000 General Support East Petersburg Day Steering Committee 6040 Main St East Petersburg PA 17520 812533951 501(C)(3) 50000 General Support Erie Philharmonic 609 Walnut St Erie PA 16502 256065898 501(C)(3) 5000 General Support Fox Chase Cancer Center PO Box 71343 Philadelphia PA 19176 232003072 501(C)(3) 5000 General Support Fulton County Library 227 North First St McConnellsburg PA 17233 231726531 501(C)(3) 250000 General Support Fulton County Medical Center Foundation 214 Peach Orchard Road McConnellsburg PA 17233 510674514 501(C)(3) 50000 General Support Gateway Education Foundation 9000 Gateway Campus Blvd Monroeville PA 15146 251751819 501(C)(3) 5446 General Support Gladiolus Learning and Development Center 10320 Gladiolus Dr Fort Myers FL 33908 237378076 501(C)(3) 5000 General Support Greater Valley YMCA 1225 W Lafayette St Easton PA 18042 240798706 501(C)(3) 10000 General Support Greencastle-Antrim Education Foundation PO Box 623 Greencastle PA 17225 364491930 501(C)(3) 17500 General Support Habitat for Humanity of Bedford County 137 E Pitt St Bedford PA 15522 251736149 501(C)(3) 10000 General Support Harrisburg Symphony Orchestra 800 Corporate Circle Suite 101 Harrisburg PA 17110 231355180 501(C)(3) 12500 General Support Holy Family Home Little Sisters of the Poor 5300 Chester Ave Philadelphia PA 19143 231552179 501(C)(3) 10000 General Support Jewish Federation of Greater Philadelphia 2100 Arch Street Philadelphia PA 19103 231500085 501(C)(3) 15000 General Support Kate Svitek Memorial Foundation PO Box 104 Ambler PA 19002 306021703 501(C)(3) 5000 General Support Lancaster County Career & Technology Foundation 1730 Hans Herr Dr PO Box 527 Willow Street PA 17584 020649256 501(C)(3) 5000 General Support Lancaster Dollars for Higher Learning PO Box 1601 Lancaster PA 17608 236414300 501(C)(3) 10000 General Support Lancaster Education Foundation 1020 Lehigh Ave Lancaster PA 17602 232583874 501(C)(3) 9000 General Support Laurel House PO Box 764 Norristown PA 19403 232172743 501(C)(3) 30000 General Support Lehigh Valley Center for Independent Living Inc 713 N 13th St Allentown PA 18102 232610549 501(C)(3) 8000 General Support Lehigh Valley Health Network The Leonard Pool Society 2100 Mack Blvd Allentown PA 18105 222458317 501(C)(3) 13000 General Support Lehigh Valley Military Affairs Council PO Box 22522 Lehigh Valley PA 18002 043746871 501(C)(3) 10000 General Support Library System of Lancaster County 1866 Colonial Village Ln Suite 107 Lancaster PA 17601 232495408 501(C)(3) 5000 General Support Mainstreet Waynesboro Inc 13 W Main St Waynesboro PA 17268 232868740 501(C)(3) 20000 General Support Manheim Township Educational Foundation 450A Candlewyck Rd PO Box 5134 Lancaster PA 17601 232766000 501(C)(3) 5000 General Support March of Dimes - Lehigh Valley 252 Brodhead Rd Suite 400 Bethlehem PA 18017 131846366 501(C)(3) 20000 General Support MCFEE 261 White Oak Rd Manheim PA 17545 233074569 501(C)(3) 7000 General Support Mikayla's Voice PO Box 232 Nazareth PA 18064 010958973 501(C)(3) 5500 General Support Millersville Community Church 163 West Frederick St Millersville PA 17551 311813333 501(C)(3) 14700 General Support Minsi Trails Council BSA PO Box 20624 990 Postal Rd Lehigh Valley PA 18002 231708585 501(C)(3) 28000 General Support Misericordia University 301 Lake St Dallas PA 18612 240795406 501(C)(3) 5000 General Support Multiple Myeloma Research Foundation 383 Main Ave 5th Floor Norwalk CT 06851 061504413 501(C)(3) 5000 General Support Muscular Dystrophy Association 2080 Linglestown Rd Suite 104 Harrisburg PA 17110 131665552 501(C)(3) 5000 General Support NADA Foundation 8400 Westpark Dr Tysons VA 22102 541008060 501(C)(3) 7000 General Support National Multiple Sclerosis Society Greater Delaware Valley Chapter 30 S 17th St Philadelphia PA 19103 231401535 501(C)(3) 10000 General Support Ned Smith Center for Nature and Art PO Box 33 Millersburg PA 17061 251735097 501(C)(3) 11500 General Support Nemours Fund for Children's Health Alfred I duPont Hospital for Children 1600 Rockland Rd Wilmington DE 19803 590634433 501(C)(3) 16000 General Support New Castle Community YMCA 20 W Washington St New Castle PA 16101 250969496 501(C)(3) 20500 General Support Newtown Square Presbyterian Church 3600 Goshen Rd Newtown Square PA 19073 231608260 501(C)(3) 20000 General Support Operation Warm PO Box 822431 Philadelphia PA 19182 383663310 501(C)(3) 25000 General Support PA Hero Walk Kiski Valley Veterans and Patriots Assoc 5140 Ashbaugh Rd Murrysville PA 15668 262234317 501(C)(3) 5000 General Support PA Museums 234 N 3rd St 3rd Floor Harrisburg PA 17101 222679634 501(C)(3) 45000 General Support PACC Caring Cupboard Palmyra Area Cooperating Churches 131 N Railroad St Palmyra PA 17078 251899860 501(C)(3) 5000 General Support Palmyra Fire Company 21 N College St Palmyra PA 17078 236397406 501(C)(3) 5000 General Support Pediatric Cancer Foundation of the Lehigh Valley PO Box 42 Whitehall PA 18052 202297295 501(C)(3) 5000 General Support Pennsylvania State University 27 Old Main University Park PA 16802 246000376 501(C)(3) 84975 General Support Pennypack Ecological Restoration Trust 2955 Edge Hill Rd Huntingdon Valley PA 19006 231732453 501(C)(3) 5300 General Support Philadelphia Academies Inc 1401 Walnut St 9th Floor Philadelphia PA 19102 222442433 501(C)(3) 10000 General Support Philadelphia Freedom Valley YMCA 400 Fayette St Suite 250 Conshohocken PA 19428 231243965 501(C)(3) 16000 General Support Roanoke College 221 College Lane Salem VA 24153 540505945 501(C)(3) 12500 General Support Saint Joseph the Worker Catholic Church US 158 West Business PO Box 934 Warrenton NC 27589 560591293 501(C)(3) 5000 General Support Salvation Army of New Castle PA 240 W Grant St New Castle PA 16101 133485289 501(C)(3) 12600 General Support Schreiber Pediatric Rehab Center of Lancaster County 625 Community Way Lancaster PA 17603 231365369 501(C)(3) 5000 General Support Six Mile Run Volunteer Fire Company 1064 Six Mile Run Rd Six Mile Run PA 16679 237097838 501(C)(3) 5000 General Support Skills USA Council 555 Union Blvd Allentown PA 18109 232695915 501(C)(3) 17000 General Support SpiriTrust Lutheran Foundation 1050 Pennsylvania Ave York PA 17404 233032248 501(C)(3) 15000 General Support St John Neumann Regional Academy 901 Penn St Williamsport PA 17701 753244895 501(C)(3) 5000 General Support St Jude the Apostle Church 2801 West 6th St Erie PA 16505 250965322 501(C)(3) 6000 General Support The ELM PO Box 244 Tyrone PA 16686 273023678 501(C)(3) 25000 General Support The Hill School Advancement Office 717 E High St Pottstown PA 19464 231352647 501(C)(3) 10000 General Support The Hillside School 2697 Brookside Rd Macungie PA 18062 232263178 501(C)(3) 20000 General Support Trustees of the University of Pennsylvania Hospital 3535 Market St Suite 750 Philadelphia PA 19104 231352685 501(C)(3) 50150 General Support United Way of Lawrence County 223 N Mercer St New Castle PA 16101 250987221 501(C)(3) 10900 General Support United Way of the Capital Region 2235 Millennium Way Enola PA 17025 231352095 501(C)(3) 16824 General Support United Way of Youngstown and the Mahoning Valley 255 Watt St Youngstown OH 44502 340714598 501(C)(3) 20000 General Support University of Miami - School of Communication 5100 Brunson Dr Coral Gables FL 33146 590624458 501(C)(3) 5000 General Support University of Miami Hillel 1100 Stanford Dr Coral Gables FL 33146 521758796 501(C)(3) 20000 General Support Warwick Education Foundation PO Box 278 Lititz PA 17543 232936443 501(C)(3) 5250 General Support Waynesboro Area Business Education & Community Foundation PO Box 545 Waynesboro PA 17268 232678530 501(C)(3) 16250 General Support Waynesboro Area Gala Cancer Auction Inc PO Box 244 Waynesboro PA 17268 275249553 501(C)(3) 5000 General Support Waynesboro Community Theatre Project Inc PO Box 385 Waynesboro PA 17268 474145121 501(C)(3) 20000 General Support Waynesburg University 51 W College St Waynesburg PA 15370 250965603 501(C)(3) 5000 General Support Wetherill School 1321 Beaumont Dr Gladwyne PA 19035 232006097 501(C)(3) 5000 General Support Wind Gap Fire Company 111 North Broadway Wind Gap PA 18091 262043573 501(C)(3) 5000 General Support Woods Services Inc PO Box 36 Langhorne PA 19047 231322002 501(C)(3) 51000 General Support YMCA of Greater Brandywine 1 E Chestnut St West Chester PA 19380 231365994 501(C)(3) 8500 General Support Young Life 420 N Cascade Ave Colorado Springs CO 80903 840385934 501(C)(3) 15750 General Support Zelienople Community Park Association PO Box 402 Zelienople PA 16063 251044947 501(C)(3) 9000 General Support 102 0 SCHOLARSHIPS 49 177500 Part I, Line 2: Grants are only made to Sec. 501(c)(3) public charities and are generally not restricted to a specific purpose but are general support grants. If a grant is restricted, appropriate follow-up is undertaken to substantiate that the grant is restricted to the intended use by the grantee organization. X 9 527672 X 1 50000 APPRAISAL 0 1 0 Form 990, Part VI, Section A, line 7a The Bylaws and Articles of Incorporation provide that the Board of Trustees shall consist of at least nine members elected by the Pennsylvania Automotive Association Board of Directors and at least two of the Trustees elected shall not be members of the Pennsylvania Automotive Association. Form 990, Part VI, Section A, line 7b The Board of Trustees cannot amend the Articles of Incorportion or Article V of the Bylaws regarding the election of trustees without the approval of the Pennsylvania Automotive Association Board of Directors. Form 990, Part VI, Section B, line 11b The 990 is reviewed in detail by John Devlin, President of the organization and a copy of the reviewed draft is then provided to the members of the Board of Trustees 30 days prior to filing. Form 990, Part VI, Section B, line 12c The board must complete an annual conflict of interest questionaire and any issues raised by answers to the questionaire are appropriately addressed by the Trustees. Form 990, Part VI, Section C, line 19 The financial statements and other written policies are all available upon request. A copy of the financial statements is also filed with the State of Pennsylvania as part of its annual filing with the Bureau of Charitable Organizations. Form 990, Part XII, Line 2c: THE PROCESS THAT IS USED BY THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS. pennsylvania automotive association 1925 north front street harrisburg PA 17105 230954880 promote automotive insustry PA 501(c)(6) N/A 0 paa experience rated insurance trust 1925 north front street harrisburg PA 17105 206051638 insurance PA N/A T 0 paa group insurance trust 1925 north front street harrisburg PA 17105 426633905 insurance PA N/A T 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Pennsylvania Automotive Association C 10000 Cash contribution