2024-08-28T12:52:33-05:00 2023-12-31 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2023-01-01 262453271 THE WAWA ASSOCIATES IN NEED FUND WAWA 6103588000 260 WEST BALTIMORE PIKE WAWA PA 19063 MICHAEL ECKHARDT PRESIDENT 6103588000 2024-08-26 1 1 SOLOMON MARDAKHAEV P01806552 6105653930 2024-08-26 2023 2024-08-08 14:25:15Z MICHAEL ECKHARDT 2580574 0 X N/A X 2008 PA TO RECEIVE CONTRIBUTIONS WHICH ARE USED TO HELP WAWA ASSOCIATES AND THEIR FAMILIES SUFFERING SEVERE FINANCIAL HARDSHIP RESULTING FROM A CATASTROPHIC EVENT IN THEIR LIVES. THESE CATASTROPHIC EVENTS GENERALLY ARE EMERGENCY OR MEDICAL OR PERSONAL CIRCUMSTANCES BEYOND THE ASSOCIATE'S CONTROL FOR WHICH A PERSON COULD NOT BE EXPECTED TO BE ADEQUATELY PREPARED THROUGH RESPONSIBLE FINANCIAL PLANNING AND BUDGETING. 9 9 0 9 0 11082 2045154 2232993 0 0 228662 347581 0 0 2273816 2580574 1633656 2047009 0 0 0 0 0 0 0 149 8942 1633805 2055951 640011 524623 9928270 11303005 0 0 9928270 11303005 X TO RECEIVE CONTRIBUTIONS WHICH ARE USED TO HELP WAWA ASSOCIATES AND THEIR FAMILIES SUFFERING SEVERE FINANCIAL HARDSHIP RESULTING FROM A CATASTROPHIC EVENT IN THEIR LIVES. THESE CATASTROPHIC EVENTS GENERALLY ARE EMERGENCY, MEDICAL, OR PERSONAL CIRCUMSTANCES BEYOND THE ASSOCIATE'S CONTROL FOR WHICH A PERSON COULD NOT BE EXPECTED TO BE ADEQUATELY PREPARED THROUGH RESPONSIBLE FINANCIAL PLANNING AND BUDGETING. 0 0 2047009 2047009 0 IN 2023, THE FUND PROVIDED $2,047,009 OF ASSISTANCE TO 1,201 FAMILIES DURING THEIR TIME OF FINANCIAL NEED.THE FUND COLLECTED $1.528 MILLION IN CONTRIBUTIONS DURING 2023 FROM CURRENT EMPLOYEES, RETIREES AND OUTSIDE CONTRIBUTORS. 2047009 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CO CT DE DC FL GA IL KS KY ME MD MA MI MN MO MS MT NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA VT WA WV WI X THE ORGANIZATION 6103588000 260 WEST BALTIMORE PIKE WAWA PA 19063 X MICHAEL ECKHARDT DIRECTOR, PRESIDENT 2.00 X X 0 0 0 STEPHANIE CAPACCIO DIRECTOR, VICE PRESIDENT 1.00 X X 0 0 0 BRIAN SCHALLER DIRECTOR, VICE PRESIDENT 2.00 X X 0 0 0 BARBARA ENNIS DIRECTOR, VICE PRESIDENT 2.00 X X 0 0 0 JAMES LEE DIRECTOR, VICE PRESIDENT 1.00 X X 0 0 0 MARY ROSE HANNUM DIRECTOR, VP, SECRETARY 1.00 X X 0 0 0 DAVID PREVOST DIRECTOR, VICE PRESIDENT 1.00 X X 0 0 0 CATHERINE PULOS DIRECTOR, VICE PRESIDENT 1.00 X X 0 0 0 DAVID SIMONETTI DIRECTOR, VP, TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 50000 2182993 249913 2232993 347581 347581 2580574 0 0 347581 2047009 2047009 8933 8933 9 9 2055951 2047009 8942 0 531261 573466 6196 26996 9390813 10398447 304096 9928270 11303005 0 0 X 9928270 11303005 9928270 11303005 9928270 11303005 524623 850112 0 X 0 1 X 1 0 X 1558461 2999286 1930468 2045154 2232993 10766362 1558461 2999286 1930468 2045154 2232993 10766362 1107791 9658571 142339 165168 258280 228662 347581 1142030 11908392 0.81110 0.79860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 4262677 850112 831991 1682103 2580574 0 2580574 2887942 831991 831991 2055951 0 2055951 PART X, LINE 2: INCOME TAXES - THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. OPEN PERIODS SUBJECT TO AUDIT ARE GENERALLY THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. 1 HOUSING ASSISTANCE 979 1605651 UTILITIES ASSISTANCE 260 182887 FUNERAL ASSISTANCE 117 258471 PART I, LINE 2: THE OFFICERS OF THE ORGANIZATION WILL EITHER APPROVE OR DENY A FULLY COMPLETED APPLICATION WITHIN ONE WEEK OF RECEIVING THE APPLICATION, EXCEPT IN THE CASE OF AN "EMERGENCY". AN "EMERGENCY" IS A SITUATION THAT REQUIRES PAYMENT TO A THIRD PARTY BEFORE THE NEXT REGULARLY SCHEDULED MEETING OF THE OFFICERS. INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED UNTIL SUCH APPLICATION IS COMPLETED. A MAJORITY OF THE OFFICERS MUST BE PRESENT EITHER IN PERSON OR VIA PHONE FOR A VOTE TO BE HELD ON AN APPLICATION. A MAJORITY VOTE OF THE OFFICERS WHO CAST VOTES IS REQUIRED TO APPROVE OF ALL APPLICATIONS. VOTING MAY BE HELD EITHER IN PERSON OR VIA TELEPHONE. FOR "EMERGENCY" APPLICATIONS, OFFICERS WILL RECEIVE AN EMAIL AND A PHONE CALL NOTIFYING EACH OFFICER OF THE TIME AND PLACE FOR A PHONE CALL TO DISCUSS THE EMERGENCY APPLICATION. FOR RECORD KEEPING PURPOSES AND REPORTING, THE FUND WILL KEEP A TALLY OF ALL COMPLETED APPLICATIONS RECEIVED AND GROUP THE APPLICATIONS DEPENDING UPON THE REASON FOR THE REQUEST. THE FUND WILL TALLY THE TOTAL NUMBER OF APPLICATIONS RECEIVED, APPROVED AND DENIED AS WELL AS THE TOTAL GRANTS MADE BY THE FUND AND REPORT THE FINDINGS. ALL PAYMENTS ARE MADE DIRECTLY TO THIRD PARTIES. NO PAYMENTS ARE MADE DIRECTLY TO THE INDIVIDUAL RECEIVING THE ASSISTANCE. PAYMENTS OF APPROVED APPLICATIONS ARE MADE IN ACCORDANCE WITH THE ORGANIZATION'S POLICY TITLED "STANDARD POLICIES AND PROCEDURES RELATED TO RECEIPTS, DISBURSEMENTS AND REPORTING." X 1 249913 EXPERT VALUATION 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUNM (B). FORM 990, PART VI, SECTION A, LINE 2 ALL OFFICERS & DIRECTORS ARE EITHER EMPLOYEES AND/OR DIRECTORS OF WAWA, INC. AND/OR ITS RELATED ENTITIES. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES IN PLACE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY AND APPROVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PER THE WAWA ASSOCIATES IN NEED FUND CONFLICT OF INTEREST POLICY, NO MEMBER OF THE BOARD OF DIRECTORS (THE "BOARD") WHO IS A VENDOR OF GOODS OR SERVICES TO THE FUND OR A RECIPIENT OF GRANTS, GOODS OR SERVICES FROM THE FUND OR IS AFFILIATED (AS DEFINED BELOW) WITH ANY VENDOR OF GOODS OR SERVICES TO THE FUND SHALL VOTE ON, OR SUPERVISE ON BEHALF OF THE FUND, ANY CONTRACT WITH SUCH VENDOR. ALL BOARD MEMBERS, ON AN ANNUAL BASIS, MUST CERTIFY THAT THEY ARE NOT, AND HAVE NO AFFILIATION WITH, ANY EXISTING OR ANTICIPATED VENDOR TO, OR RECIPIENT OF GRANTS, GOODS OR SERVICES FROM, THE FUND AND HAVE NO INFORMATION TO REPORT WITH RESPECT TO THE PENNSYLVANIA SOLICITATION OF CHARITABLE FUNDS ACT. IN ANY TRANSACTION BETWEEN THE FUND AND A "DISQUALIFIED PERSON" IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE FUND AS SET FORTH IN SECTION 4958 OF THE INTERNAL REVENUE CODE, THE FUND SHALL SEEK TO TAKE ADVANTAGE OF THE SAFE HARBOR PROVISIONS UNDER APPLICABLE TREASURY REGULATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII & PART IX: WAWA, INC. PROVIDES CERTAIN MANAGERIAL AND ADMINISTRATIVE SERVICES TO THE ORGANIZATION, AND COVERS CERTAIN OPERATING EXPENSES OF ORGANIZATION. WAWA ADOPT-A-FAMILY PROGRAM LLC 260 WEST BALTIMORE PIKE WAWA PA 19063 TO CONNECT DONORS WITH NEEDY WAWA FAMILIES & PROVIDE THEM WITH HOLIDAY GIFTS PA 18257 20542 WAWA ASSOCIATED IN NEED FUND WAWA INC 260 WEST BALTIMORE PIKE WAWA PA 19063 210515330 CONVENIENCE STORE PA N/A S 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0