2024-05-13T13:13:14-05:00 2023-06-30 721396621 CARR RIGGS & INGRAM LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 32789 990 2022-07-01 465468220 ARNOLD & WINNIE PALMER FOUNDATION INC ARNO 4078768057 9000 BAY HILL BLVD ORLANDO FL 32819 BRIAN BATTLES TREASURER 4078768057 2024-05-13 1 BRIAN BATTLES 999009999 1 SARAH E MARSHALL CPA P00748415 4076447455 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN BATTLES 9000 BAY HILL BLVD ORLANDO FL 32819 3403709 0 X PALMERFOUNDATION.ORG X 2014 FL THE ORGANIZATION'S MISSION IS TO PROMOTE YOUTH CHARACTER DEVELOPMENT, CHILDREN'S HEALTH, ENVIRONMENTAL STEWARDSHIP AND WELL-BEING WHILE ALSO PRESERVING, ENHANCING AND PROMOTING THE LEGACY OF ARNOLD PALMER IN GOLF AND AMERICAN HISTORY AND SHARING IT WITH THE PUBLIC AS A PRACTICAL AND INSPIRATIONAL COMPONENT OF THE CHARITABLE AND EDUCATIONAL PILLARS OF THE FOUNDATION. 6 5 0 25 0 67207 7706974 2398495 0 0 540722 593438 0 0 8247696 2991933 329305 565749 0 0 266743 602656 0 0 511213 1942806 2017541 2538854 3185946 5708842 -194013 24791336 25123622 841661 464859 23949675 24658763 X THE ORGANIZATION'S MISSION IS TO PROMOTE YOUTH CHARACTER DEVELOPMENT, CHILDREN'S HEALTH, ENVIRONMENTAL STEWARDSHIP AND WELL-BEING WHILE ALSO PRESERVING, ENHANCING AND PROMOTING THE LEGACY OF ARNOLD PALMER IN GOLF AND AMERICAN HISTORY AND SHARING IT WITH THE PUBLIC AS A PRACTICAL AND INSPIRATIONAL COMPONENT OF THE CHARITABLE AND EDUCATIONAL PILLARS OF THE FOUNDATION. ADDITIONALLY, THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO INSTITUTIONS AND ORGANIZATIONS THAT SUPPORT THESE SAME PROGRAMS AND INITIATIVES. 0 0 565749 565749 THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO INSTITUTIONS AND ORGANIZATIONS THAT PROMOTE YOUTH CHARACTER DEVELOPMENT, CHILDREN'S HEALTH, ENVIRONMENTAL STEWARDSHIP AND WELL-BEING WHILE ALSO PRESERVING, ENHANCING AND PROMOTING THE LEGACY OF ARNOLD PALMER IN GOLF AND AMERICAN HISTORY. 528210 DURING FY22/23 THE ORGANIZATION HELD THE PALMER CUP IN LIGONIER, PENNSYLVANIA AT THE LAUREL VALLEY GOLF CLUB. THIS COLLEGIATE EVENT'S PURPOSE IS TO PROMOTE THE DEVELOPMENT OF YOUTH GOLFERS AND TO PASS ON MR. ARNOLD PALMER'S VALUES TO THE NEXT GENERATION OF GOLFERS. THE EVENT ROTATES BETWEEN DOMESTIC AND INTERNATIONAL LOCATIONS AND INCLUDES MEN AND WOMEN FROM AROUND THE WORLD PARTICIPATING IN A RYDER CUP-STYLE COMPETITION. 1093959 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 12 0 0 1 1 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 FL X FONTANA CPAS 7277999533 13007 W LINEBAUGH AVENUE TAMPA FL 33626 AMY SAUNDERS DIRECTOR 1.00 2.00 X 0 0 0 DAVID BARGER DIRECTOR 1.00 0.00 X 0 0 0 KEN BOEHNER BOARD CHAIR 13.00 27.00 X X 173236 346472 0 DAVID NORMOYLE DIRECTOR 1.00 0.00 X 0 0 0 DAVID ROEMER DIRECTOR 1.00 0.00 X 0 0 0 IAN PATTINSON DIRECTOR 1.00 0.00 X 0 0 0 BRIAN BATTLES TREASURER 5.00 5.00 X 0 0 0 KRISTIN RAYMOND SECRETARY 5.00 5.00 X 0 0 0 173236 346472 0 0 0 0 1 IDEAS UNITED LLC 750 GLENWOOD AVE SE SUITE 330 ATLANTA GA 30316 MEDIA DEVELOPMENT & PRODUCTION 880792 GOLF COACHES ASSOCIATION OF AMERICA INC 1225 W MAIN SUITE 110 NORMAN OK 73069 GOLF COACHING 185000 2 1000000 1398495 2398495 560626 560626 444588 411776 32812 32812 32812 2991933 0 0 593438 565749 565749 173236 173236 429420 429420 60758 60758 59247 59247 69000 69000 135958 135958 52186 52186 160737 160737 47472 47472 104794 104794 20614 20614 PALMER CUP EXPENSE 528210 528210 GENERAL FUNDRAISING EXP 511213 511213 MARKETING & COMMUNICATI 259278 259278 BANK & CREDIT CARD FEES 8074 8074 3185946 1093959 1580774 511213 3236264 1523735 1616551 1165497 407705 412260 6255 26921 4650134 230367 4524561 4419767 15000000 17575442 24791336 25123622 841661 464859 841661 464859 X 21907589 22689749 2042086 1969014 23949675 24658763 24791336 25123622 -194013 903101 0 X X 0 1 X 1 0 X 3357523 1137568 2293509 7706974 2398495 16894069 3357523 1137568 2293509 7706974 2398495 16894069 8381026 8513043 368131 258720 258338 351095 560626 1796910 18690979 0.45550 0.46760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000000 15000000 10539085 7000000 -1953136 585949 15000000 10407204 1780906 58582 1590443 10539085 10118781 288423 10407204 7845048 2000000 516008 52512 189763 10118781 1.00000 1 0 1780412 1780412 2726988 136349 2590639 142734 94018 48716 4419767 X PART X, LINE 2: THE ORGANIZATION HAS NOT TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS FOR WHICH THE ASSOCIATED TAX BENEFITS MAY NOT BE RECOGNIZED UNDER ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. PART V, LINE 4 THE EARNINGS OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED TO SUPPORT INSTITUTIONS AND ORGANIZATIONS THAT PROMOTE YOUTH CHARACTER DEVELOPMENT, CHILDREN'S HEALTH, ENVIRONMENTAL STEWARDSHIP AND WELL-BEING WHILE ALSO PRESERVING, ENHANCING, AND PROMOTING THE LEGACY OF ARNOLD PALMER IN GOLF AND AMERICAN HISTORY. 1 FLORIDA CITRUS SPORTS EVENTS INC 1 CITRUS BOWL PL ORLANDO FL 32805 593021238 501(C)(3) 200000 0 TO SUPPORT LAKE LORNA DOONE NATURE ENHANCEMENTS WAKE FOREST UNIVERSITY 1834 WAKE FOREST RD UNIT 7201 WINSTONSALEM NC 271096049 560532138 501(C)(3) 100000 0 ARNOLD AND WINNIE PALMER FOUNDATION SCHOLARSHIP FIRST TEE OF CENTRAL FLORIDA 1810 LEE ROAD ORLANDO FL 328105702 270149539 501(C)(3) 73166 0 TO PURCHASE A TRANSPORTATION VAN IDEAS FOR US 1030 WEST KALEY AVE ORLANDO FL 32805 273999166 501(C)(3) 86400 0 2022-2023 NEIGHBORHOOD NATURALIST PLAN FOR LAKE LORNA DOONE PARK SALVATION ARMY ORLANDO OPERATIONS 416 W COLONIAL DR ORLANDO FL 32804 580660607 501(C)(3) 24013 0 HURRICANE IAN RELIEF SAINT VINCENT COLLEGE 300 FRASER PURCHASE ROAD LATROBE PA 15650 250964126 501(C)(3) 18320 0 GET LEARNING OUTSIDE WITH WINNIE GLOW CURRICULUM PROJECT ARKANSAS STATE GOLF ASSOCIATION SCHOLARSHIP FUND PO BOX 30250 LITTLE ROCK AR 72260 710470120 501(C)(3) 10000 0 2022 ARNOLD PALMER SCHOLARSHIPS KIDS GOLF FOUNDATION OF ILLINOIS PO BOX 610 SUGAR GROVE IL 605540610 364226416 501(C)(3) 5000 0 ARNOLD PALMER AND JERRY RICH SCHOLARSHIP 8 PART I, LINE 2: THE ORGANIZATION MONITORS ITS GRANTS BY REGULAR AND PERIODIC COMMUNICATION TO BOARD MEMBERS AND SUPPORT STAFF, REGARDING THE PROGRESS, SUCCESSES AND AREAS OF NEED IN THE RELATED PROGRAMS. 0 0 0 0 0 0 0 0 0 KEN BOEHNER BOARD CHAIR 173236 346472 0 0 0 0 0 0 0 0 173236 346472 0 0 SCH J, PART II KEN BOEHNER IS A LEASED EMPLOYEE FROM BAY HILL (AN UNRELATED ORGANIZATION). ARNOLD & WINNIE PALMER FOUNDATION, INC. PAYS FOR HIS USE. PAYMENTS ARE INCLUDED ON THE SCHEDULE L. TBHC INC DBA THE BAY HILL CLUB & LODGE SUPP INFO, NOTE 1 203296 PALMER FOUNDATION - OPERATIONAL COSTS SUCH AS OFFICE SUPPLIES, RENT, COMPUTER EQUIPMENT, CONSULTANTS AND OTHER ROUTINE EXPENSES RELATED TO RUNNING THE ORGANIZATION. 0 TBHC INC DBA THE BAY HILL CLUB & LODGE SUPP INFO, NOTE 2 597321 SALARIES - PALMER FOUNDATION REIMBURSES TBHC, INC. FOR THE COMPENSATION OF TBHC, INC. EMPLOYEES LEASED BY PALMER FOUNDATION FOR MANAGING AND OPERATING ORGANIZATIONAL ACTIVITIES 0 LATROBE COUNTRY CLUB INC SUPP INFO, NOTE 3 5336 SALARIES - PALMER FOUNDATION REIMBURSES LATROBE COUNTRY CLUB INC. FOR THE COMPENSATION OF A LATROBE COUNTRY CLUB INC. EMPLOYEE LEASED BY PALMER FOUNDATION FOR RESEARCH AND COMPILATION OF ARNOLD PALMER'S LIFE WORKS INCLUDING BUSINESS RELATIONSHIPS, MEMORABILIA, AND COMMUNITY INVOLVEMENT. 0 LATROBE COUNTRY CLUB INC SUPP INFO, NOTE 4 45043 PALMER FOUNDATION - EVENT MANAGEMENT AND OPERATIONAL COSTS SUCH AS OFFICE SUPPLIES, COMPUTER EQUIPMENT, CONSULTANTS AND OTHER ROUTINE EXPENSES RELATED TO HOSTING DONORS AND RUNNING THE ORGANIZATION. 0 PART IV, COLUMN B, NOTE 1 ENTITY MORE THAN 35% OWNED BY AMY P. SAUNDERS SEPARATE TRUST WITH AMY P. SAUNDERS AS THE BENEFICIARY. PART IV, COLUMN B, NOTE 2 ENTITY MORE THAN 35% OWNED BY AMY P. SAUNDERS SEPARATE TRUST WITH AMY P. SAUNDERS AS THE BENEFICIARY. PART IV, COLUMN B, NOTE 3 ENTITY MORE THAN 35% OWNED BY ARNOLD D. PALMER REVOCABLE TRUST WITH AMY P. SAUNDERS AS ONE OF THE BENEFICIARIES. LATROBE COUNTY CLUB, INC. BECAME A WHOLLY OWNED SUBSIDARY OF ARNOLD & WINNIE PALMER FOUNDATION, INC. IN 2022. PART IV, COLUMN B, NOTE 4 ENTITY MORE THAN 35% OWNED BY ARNOLD D. PALMER REVOCABLE TRUST WITH AMY P. SAUNDERS AS ONE OF THE BENEFICIARIES. LATROBE COUNTY CLUB, INC. BECAME A WHOLLY OWNED SUBSIDARY OF ARNOLD & WINNIE PALMER FOUNDATION, INC. IN 2022. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL AND TOP FINANCIAL OFFICIAL EACH REVIEW THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. A COPY OF THE FINAL FORM 990 IS ALSO PROVIDED TO THE VOTING MEMBERS OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO EACH MEMBER OF THE ORGANIZATION'S GOVERNING BODY AND ITS OFFICERS ON AN ANNUAL BASIS. EACH SUCH INDIVIDUAL PROVIDES AN ANNUAL DISCLOSURE STATEMENT INDICATING THAT THEY HAVE RECEIVED, READ, UNDERSTOOD, AND AGREED TO COMPLY WITH THE POLICY, CERTIFYING THAT: (1) THEY HAVE NO RELATIONSHIPS OR INTEREST THAT PRESENT A CONFLICT OF INTEREST, (2) THEY HAVE ONE OR MORE CONFLICTS OF INTEREST THAT HAVE BEEN FULLY DISCLOSED AS REQUIRED BY THE POLICY AND HAVE BEEN PROPERLY ADMINISTERED IN CONFORMITY WITH THE POLICY, OR (3) THEY HAVE PREVIOUSLY UNDISCLOSED CONFLICTS OF INTEREST AND DISCLOSING THE DETAILS OF SUCH CONFLICTS. ANY DISCLOSURE STATEMENTS WITH PREVIOUSLY UNDISCLOSED CONFLICTS OF INTEREST ARE FORWARDED TO APPROPRIATE ORGANIZATION OFFICIALS TO TAKE APPROPRIATE ACTIONS AS REQUIRED BY THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES, UPON REQUEST, COPIES OF ITS ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS. FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING AUDITED FINANCIAL STATEMENTS PALMER FOUNDATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ARNOLD & WINNIE PALMER FOUNDATION AND ARNIE'S ARMY CHARITABLE FOUNDATION. THE AUDIT WAS CONDUCTED FOR THE YEAR (7/1/22 TO 6/30/23). THE FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT AND THE BOARD OF PALMER FOUNDATION ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. FORM 990, ADDITIONAL DISCLOSURE DURING THE YEAR ENDED JUNE 30, 2023, ALL OUTSTANDING SHARES OF THE COMMON STOCK OF LATROBE COUNTRY CLUB, INC. WERE DONATED TO ARNOLD & WINNIE PALMER FOUNDATION. THE 990 DOES NOT INCLUDE THE OPERATIONS OF LATROBE COUNTRY CLUB, INC OR ANY DONATION INCOME FOR THE STOCK. AWPF HAS ASSIGNED NO VALUE TO THE STOCK. THE LABTROBE COUNTRY CLUB, INC'S INCOME HAS BEEN REPORTED ON FORM 990-T. ARNIE'S ARMY CHARITABLE FOUNDATION INC 9000 BAY HILL BOULEVARD ORLANDO FL 32819 813305976 TO SUPPORT ARNOLD & WINNIE PALMER FOUNDATION, INC. FL 501(C)(3) LINE 12B, II ARNOLD & WINNIE PALMER FOUNDATION INC 1 LATROBE COUNTRY CLUB INC 346 ARNOLD PALMER DRIVE LATROBE PA 15650 900305935 RECREATION/COUNTRY CLUB PA ARNOLD & WINNIE PALMER FOUNDATION INC S 68207 1399784 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 ARNIE'S ARMY CHARITABLE FOUNDATION C 1000000 CASH LATROBE COUNTY CLUB INC P 5336 CASH LATROBE COUNTY CLUB INC M 45043 CASH