2013-07-11T05:43:46-05:00 2012-12-31 231311005 BOYER & RITTER 211 HOUSE AVENUE CAMP HILL PA 17011 990 2012-01-01 233102612 PENNSYLVANIA AUTOMOTIVE ASSOCIATION FOUNDATION PENN 7172558311 1925 NORTH FRONT STREET HARRISBURG PA 17102 J PAUL MCMILLEN 7172558311 2013-06-26 1 DANIEL P THOMPSON P00075074 7177617210 2012 2016-02-24 21:20:13Z J PAUL MCMILLEN 1925 N FRONT STREET HARRISBURG PA 17105 14342679 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 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. 23 23 1 23 0 0 2079952 3800220 5287 12984 701031 1486957 0 0 2786270 5300161 1124574 1432197 0 0 104966 110102 0 0 31290 250931 220595 1480471 1762894 1305799 3537267 32693380 38922364 3396145 3850008 29297235 35072356 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 1215197 1215197 12984 COMMUNITY OUTREACH - TO PROVIDE CONTRIBUTIONS, GRANTS AND ASSISTANCE TO LOCAL COMMUNITIES AND ORGANIZATIONS IN PENNSYLVANIA THROUGH INCENTIVES AND DONOR ADVISED ACCOUNTS. 217000 217000 0 EDUCATION PROGRAM - GRANTING OF SCHOLARSHIPS FOR POST-SECONDARY EDUCATION. 1432197 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 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 X BLAISE ALEXANDER 1.00 X 0 0 0 BRYAN M GAULT 1.00 X 0 0 0 CINDY COOK 1.00 X 0 0 0 CLARENCE B SMAIL JR 1.00 X 0 0 0 CRAIG C SCOTT 1.00 X 0 0 0 DAVID B PENSKE 1.00 X X 0 0 0 DEBORAH FLAHERTY 1.00 X 0 0 0 FRED S SAVAGE 1.00 X 0 0 0 GARETH H MITCHELL 1.00 X X 0 0 0 JOHN DEVLIN 1.00 X 0 0 0 JOHN OYLER 1.00 X X 0 0 0 JOSEPH M HAENN JR 1.00 X 0 0 0 KENNETH B SHOCKEY 1.00 X 0 0 0 KERMIT G HICKS 1.00 X 0 0 0 LARRY L NEW 1.00 X 0 0 0 MICHAEL B SMITH 1.00 X 0 0 0 JOHN GIAMBALVO 1.00 X 0 0 0 ROBERT J DOLAN 1.00 X 0 0 0 ROBERT L HUNTER 1.00 X 0 0 0 ROBERT P KELLY 1.00 X 0 0 0 SCOTT LUSTGARTEN 1.00 X 0 0 0 STEVEN G JONES 1.00 X 0 0 0 WILLIAM P MANOS 1.00 X 0 0 0 J PAUL MCMILLEN 10.00 X 0 0 0 STEVEN J SMITH CPA 1.00 X 0 0 0 0 0 0 0 0 0 0 0 3800220 1222831 3800220 12984 12984 12984 755719 755719 9773756 9042518 731238 731238 731238 5300161 12984 0 1486957 1215197 1215197 217000 217000 83598 75238 8360 19523 17571 1952 6981 6282 699 14929 10357 4572 13916 13916 139216 139216 1390 1390 2855 2855 35213 28031 7182 PRINTING & PUBLICATIONS 9444 1819 7625 DUES & SUBSCRIPTIONS 2350 2350 PROMOTION EXPENSE 764 382 382 BANK FEES 518 518 1762894 1432197 299407 31290 158142 160510 1810693 767654 146600 166946 539198 30540599 37258893 37346 29163 32693380 38922364 325189 415147 1500 3070956 3433361 3396145 3850008 X 29297235 35072356 29297235 35072356 32693380 38922364 3537267 2237854 0 X X 0 1 X 1 0 X X X 0 0 0 PENNSYLVANIA AUTOMOTIVE ASSOCIATION 230954880 501 C (6) 1 1 1 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46 3771184 643939 21763297 1 1 0 CARING FOR KIDS FOUNDATION ASSET MANAGEMENT 3433361 3433361 X 7398799 2237854 2237854 5160945 139216 139216 5300161 1623678 0 1623678 139216 139216 1762894 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE INTERNAL REVENUE SERVICE 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. 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. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. 1 ABINGTON FRIENDS SCHOOL 575 WASHINGTON LANE JENKINTOWN PA 19046 800159584 501(C)(3) 100000 GENERAL SUPPORT ABINGTON MEMORIAL HOSPITAL FOUNDATION 1200 OLD YORK ROAD ABINGTON PA 19001 232188052 501(C)(3) 15000 GENERAL SUPPORT ALLENTOWN PUBLIC LIBRARY 1210 HAMILTON ST ALLENTOWN PA 18102 222137289 501(C)(3) 5000 GENERAL SUPPORT ALLISON-ANTRIM MUSEUM 365 S RIDGE AVE GREENCASTLE PA 17225 251775509 501(C)(3) 25000 GENERAL SUPPORT AMERICA ON WHEELS 5 N FRONT STREET ALLENTOWN PA 18102 232759885 501(C)(3) 5000 GENERAL SUPPORT ANIMAL FRIENDS 562 CAMP HORNE ROAD PITTSBURGH PA 15237 250951565 501(C)(3) 15000 GENERAL SUPPORT ASSUMPTION BVM PARISH 4101 OLD BETHLEHEM ROAD BETHLEHEM PA 18015 231598116 501(C)(3) 5000 GENERAL SUPPORT BENEDICTINE SISTERS OF ERIE MOUNT SAINT BENEDICT MONASTERY ERIE PA 16511 250965501 501(C)(3) 5000 GENERAL SUPPORT BIG BROTHERS & BIG SISTERS OF THE LEHIGH VALLEY 878 MINESITE RD ALLENTOWN PA 18103 231746895 501(C)(3) 7500 GENERAL SUPPORT BOYS & GIRLS CLUB OF EASTON PO BOX 741 EASTON PA 18044 231941228 501(C)(3) 7500 GENERAL SUPPORT CARING FOR KIDS FOUNDATION 3311 SWEDE RD STE A EAST NORRITON PA 19401 030509965 501(C)(3) 7178 GENERAL SUPPORT CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 501(C)(3) 12500 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 LOCKBOX 1352 PHILADELPHIA PA 19178 232237932 501(C)(3) 20500 GENERAL SUPPORT CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 1 CHILDRENS HOSPITAL DR 4401 PENN AVE PITTSBURG PA 15224 251865744 501(C)(3) 5000 GENERAL SUPPORT COLONIAL WILLIAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 540505888 501(C)(3) 40000 GENERAL SUPPORT EASTER SEALS OF EASTERN PA 1501 LEHIGH ST ALLENTOWN PA 18103 232823542 501(C)(3) 5000 GENERAL SUPPORT ERIE CITY MISSION 1017 FRENCH STREET ERIE PA 16501 250987217 501(C)(3) 7000 GENERAL SUPPORT ERIE PHILHARMONIC 609 WALNUT ST ERIE PA 16502 256065898 501(C)(3) 5000 GENERAL SUPPORT EVANGELICAL LUTHERAN CHURCH 130 N WASHINGTON STREET GREENCASTLE PA 17225 363514270 501(C)(3) 50000 GENERAL SUPPORT FRIENDS OF THE MONTEREY PASS BATTLEFIELD INC 13013 WELTY RD WAYNESBORO PA 17268 452746434 501(C)(3) 36000 GENERAL SUPPORT FUEL THE CURE 1735 MARKET ST PHILADELPHIA PA 19103 320246412 501(C)(3) 7500 GENERAL SUPPORT FULTON COUNTY LIBRARY 227 NORTH FIRST ST MCCONNELLSBURG PA 17233 231726531 501(C)(3) 25250 GENERAL SUPPORT FULTON COUNTY MEDICAL CENTER FOUNDATION 214 PEACH ORCHARD ROAD MCCONNELLSBURG PA 17233 510674514 501(C)(3) 35000 GENERAL SUPPORT GANNONDALE 4635 EAST LAKE RD ERIE PA 16511 251696747 501(C)(3) 5000 GENERAL SUPPORT GIRL SCOUNTS OF EASTERN PA 2633 MORAVIAN AVE ALLENTOWN PA 18103 231599656 501(C)(3) 15000 GENERAL SUPPORT GOOD SHEPHERD REHABILITATION 850 S 5TH ST ALLENTOWN PA 18103 231371947 501(C)(3) 5000 GENERAL SUPPORT GRACE UNITED METHODIST CHURCH 163 WEST FREDERICK ST MILLERSVILLE PA 17551 311813333 501(C)(3) 7000 GENERAL SUPPORT GREENCASTLE-ANTRIM SCHOOL DISTRICT FOUNDATION 500 E LEITERSBURG ST GREENCASTLE PA 17225 364491930 501(C)(3) 157000 GENERAL SUPPORT GROVE CITY COLLEGE 100 CAMPUS DRIVE GROVE CITY PA 16127 251065148 501(C)(3) 26750 GENERAL SUPPORT HISTORICAL SOCIETY OF DAUPHIN COUNTY 219 S FRONT ST HARRISBURG PA 17104 231396832 501(C)(3) 6500 GENERAL SUPPORT HOSPICE OF WASHINGTON COUNTY 747 NORTHERN AVE HAGERSTOWN MD 21742 521192068 501(C)(3) 8000 GENERAL SUPPORT JEWISH FEDERATION OF GREATER PHILADELPHIA 2100 ARCH STREET PHILADELPHIA PA 19103 231500085 501(C)(3) 15000 GENERAL SUPPORT LSS FOUNDATION 1050 PENNSYLVANIA AVE YORK PA 17404 233032248 501(C)(3) 25000 GENERAL SUPPORT LUPUS FOUNDATION OF AMERICA PHILADELPHIA TRI-STATE CHAPTER JENKINTOWN PA 19046 237080555 501(C)(3) 7500 GENERAL SUPPORT MERCERSBURG ACADEMY 300 EAST SEMINARY STREET MERCERSBURG PA 17236 231365963 501(C)(3) 10000 GENERAL SUPPORT MINSI TRAILS COUNCIL BSA PO BOX 20624 LEHIGH VALLEY PA 18002 231708585 501(C)(3) 11135 GENERAL SUPPORT MUSCULAR DYSTROPHY ASSOCIATION LEHIGH VALLEY 5940 HAMILTON BLVD ALLENTOWN PA 18106 131665552 501(C)(3) 5000 GENERAL SUPPORT NEMOURS FOUNDATION ALFRED I DUPONT HOSPITAL FOR CHILDREN WILMINGTON DE 19803 590634433 501(C)(3) 15100 GENERAL SUPPORT OPERATION WARM 1653 BRINTONS BRIDGE RD CHADDS FORD PA 19317 383663310 501(C)(3) 20000 GENERAL SUPPORT PA MUSEUMS 234 N 3RD ST 3RD FLOOR HARRISBURG PA 17101 222679634 501(C)(3) 50000 GENERAL SUPPORT PENN STATE COLLEGE OF MEDICINE MAIL CODE A120 HERSHEY PA 17033 251854772 501(C)(3) 50000 GENERAL SUPPORT PENNYPACK ECOLOGICAL RESTORATION TRUST 2955 EDGE HILL RD HUNTINGDON VALLEY PA 19006 231732453 501(C)(3) 5000 GENERAL SUPPORT SPECIAL OLYMPICS OF BETHLEHEM PO BOX 536 BETHLEHEM PA 18016 232078543 501(C)(3) 5000 GENERAL SUPPORT ST JUDE THE APOSTLE CHURCH 2801 WEST 6TH ST ERIE PA 16505 250965322 501(C)(3) 6200 GENERAL SUPPORT SUSQUEHANNA HEALTH FOUNDATION 777 RURAL AVE WILLIAMSPORT PA 17701 232743470 501(C)(3) 25000 GENERAL SUPPORT SUSQUEHANNA VALLEY PREGNANCY SERVICES PO BOX 707 LEBANON PA 17042 251506510 501(C)(3) 5000 GENERAL SUPPORT THE HILL SCHOOL 717 EAST HIGH STREET POTTSTOWN PA 19464 231352647 501(C)(3) 5000 GENERAL SUPPORT THE PHILADELPHIA ACADEMIES INC 230 S BROAD ST PHILADELPHIA PA 19102 222442433 501(C)(3) 10000 GENERAL SUPPORT TRUSTEES OF THE UNIVERSITY OF PENNYSYLVANIA HOSPITAL 3535 MARKET ST PHILADELPHIA PA 19104 231352685 501(C)(3) 50000 GENERAL SUPPORT UNITED WAY OF THE CAPITAL REGION 2235 MILLENNIUM WAY ENOLA PA 17025 231352095 501(C)(3) 7149 GENERAL SUPPORT VALLEY YOUTH HOUSE 829 LINDEN ST ALLENTOWN PA 18101 237178820 501(C)(3) 5000 GENERAL SUPPORT VIA OF THE LEHIGH VALLEY 336 W SPRUCE ST BETHLEHEM PA 18018 231457999 501(C)(3) 5000 GENERAL SUPPORT WAYNESBORO AREA GALA CANCER AUCTION INC 11455 PINE HILL DR WAYNESBORO PA 17268 275249553 501(C)(3) 10000 GENERAL SUPPORT GENERAL SUPPORT 54 0 SCHOLARSHIPS 20 217000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 3 683633 X MORTGAGE RECEIVABLE 1 539198 0 0 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 11 THE 990 IS REVIEWED IN DETAIL BY PAUL MCMILLEN, 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. 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