2026-08-14T08:17:22-05:00 2025-09-30 994625061 CRI ADVISORS LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 32789 990 2025-07-01 813305976 ARNIE'S ARMY CHARITABLE FOUNDATION INC ARNI 4078768057 9000 BAY HILL BLVD ORLANDO FL 32819 BRIAN BATTLES VP OF FINANCE 4078763944 2026-08-13 1 SARAH E MARSHALL CPA P00748415 4076447455 2026-08-12 2025 2025-03-06 01:10:19Z BRIAN BATTLES 9000 BAY HILL BLVD ORLANDO FL 32819 1685028 0 X WWW.ARNOLDPALMERINVITATIONAL.COM X 2016 FL TO ASSIST ARNOLD & WINNIE PALMER FOUNDATION, INC. IN ACHIEVING ITS CHARITABLE PURPOSES. 4 1 0 50 0 0 555350 0 43033159 0 287436 79436 13243 0 43889188 79436 2086365 0 0 0 1891063 306538 0 0 12000 39927670 132592 43905098 439130 -15910 -359694 25551356 24143995 2710261 1518997 22841095 22624998 X TO DISBURSE CHARITABLE FUNDS GENERATED BY HOSTING THE ARNOLD PALMER INVITATIONAL TO ARNOLD & WINNIE PALMER FOUNDATION FOR PURPOSES OF PROVIDING FINANCIAL SUPPORT TO ASSIST ARNOLD & WINNIE PALMER FOUNDATION, INC. IN ACHIEVING ITS CHARITABLE PURPOSE OF PROVIDING FINANCIAL SUPPORT TO INSTITUTIONS AND ORGANIZATIONS WHICH PROMOTE THE WELL-BEING AND DEVELOPMENT OF CHILDREN AND YOUTH, PROMOTE HEALTH AND WELLNESS INITIATIVES, STRENGTHEN COMMUNITIES AND THE ENVIRONMENT, AND PROMOTE THE LEGACY OF ARNOLD PALMER IN GOLF AND AMERICAN HISTORY WHILE SHARING IT WITH THE PUBLIC. 0 0 340121 THE ORGANIZATION OPERATES THE ARNOLD PALMER INVITATIONAL, A SIGNATURE PGA TOUR SANCTIONED GOLF TOURNAMENT, AS A MEANS OF GENERATING FUNDS TO DONATE TO ARNOLD & WINNIE PALMER FOUNDATION (PALMER FOUNDATION). PALMER FOUNDATION'S PURPOSE IS TO PROMOTE YOUTH CHARACTER DEVELOPMENT THROUGH GOLF, CHILDREN'S HEALTH AND ACCESS TO NATURE, WHILE ALSO PRESERVING, ENHANCING AND PROMOTING THE LEGACY OF ARNOLD PALMER IN GOLF AND AMERICAN HISTORY. DURING THIS 3 MONTH REPORTING PERIOD ONLY MINOR PLANNING EXPENSES WERE INCURRED. 0 0 0 SUPPORT OF OTHER EXEMPT ORGANIZATIONS THAT PROMOTE THE CHARITABLE PURPOSES OF ARNOLD & WINNIE PALMER FOUNDATION, INC. 8518 0 0 THE ORGANIZATION MAINTAINS AND CURATES THE COMPLETE COLLECTION OF ARNOLD PALMER MEMORABILIA AND RETAINS THE RIGHTS OF HIS NAME, IMAGE, AND LIKENESS. 348639 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 1 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 FL X BRIAN BATTLES 4078768057 9000 BAY HILL BLVD ORLANDO FL 32819 X AMY SAUNDERS PRESIDENT & BOARD CHAIR 2.00 1.00 X X 0 0 0 ROBERT L SAUNDERS III DIRECTOR 2.00 1.00 X 0 0 0 EMILY SCHNEIDER DIRECTOR 1.00 0.00 X 0 0 0 WALT CONN DIRECTOR 2.00 1.00 X 0 0 0 BRIAN BATTLES VP OF FINANCE 5.00 5.00 X 0 0 0 KRISTIN COUZZO SECRETARY 5.00 5.00 X 0 0 0 0 0 0 74053 74053 1610975 1605592 5383 5383 5383 79436 0 0 79436 234237 234237 72301 72301 8253 8253 12000 12000 4628 4628 1500 1500 6902 6902 6869 6869 14966 4904 10062 40277 40277 1703 1703 3614 3614 TOURNAMENT HOSPITALITY 16464 16464 GOLF TOURNAMENT EXPENSE 13335 13335 VOLUNTEER EXPENSES 2081 2081 439130 348639 78491 12000 3343361 3020849 435501 574556 2275141 418394 14802622 14802622 214638 350723 8781 0 0 8781 4480093 4968070 25551356 24143995 2658040 153112 52221 1365885 2710261 1518997 X 22841095 22624998 22841095 22624998 25551356 24143995 -359694 143597 0 X X 0 1 X 0 0 X X X 1 ARNOLD & WINNIE PALMER FOUNDATION INC 465468220 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE ORGANIZATION PROVIDES SUPPORT TO OTHER ORGANIZATIONS WITH THE SAME CHARITABLE PURPOSE OF THE SUPPORTED ORGANIZATION. 0 0 0 0 0 0 0 0 1 12000 12000 0 PART II-B, LINE 1: ARNIE'S ARMY CHARITABLE FOUNDATION LOBBIED ORANGE COUNTY AND THE STATE OF FLORIDA ON THEIR BEHALF TO RECEIVE TOURISM DEVELOPMENT FUNDS FOR THEIR ARNOLD PALMER INVITATIONAL, A SIGNATURE PGA TOUR SANCTIONED GOLF TOURNAMENT. ARNIE'S ARMY ULTIMATELY RECEIVED $500,000 FOR THE 2025 EVENT FROM ORANGE COUNTY AND VISIT ORLANDO. 14802622 X X X X DISPLAY BY CORPORATE PARTNERS 0 8781 8781 8781 X PART III, LINE 4: MEMORABILIA AND ARTIFACTS CONNECTED TO ARNOLD PALMER AND FAMILY ILLUSTRATING THE SIGNIFICANCE THEY PLAYED IN GOLF, BUSINESS, AND AMERICAN HISTORY. PART X, LINE 2: THE ORGANIZATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF SEPTEMBER 30, 2025, THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TBHC INC DBA THE BAY HILL CLUB & LODGE SUPP INFO, NOTE 1 44011 TOURNAMENT - THE ARNOLD PALMER INVITATIONAL TOURNAMENT IS HELD AT THE BAY HILL CLUB AND LODGE WHICH IS OWNED BY TBHC, INC. ARNIE'S ARMY CHARITABLE FOUNDATION PAYS TBHC, INC. ACCESS FEES FOR USE OF THE GOLF COURSE AND FACILITIES FOR THE TOURNAMENT. THE CONTRACT IS DONE AT ARMS-LENGTH WITH ASSISTANCE OF THE PGA TOUR WHO BENCHMARKS THE FEES AGAINST SIMILAR PAYMENTS MADE FOR SIMILAR PGA TOUR EVENTS. THE TOTAL FEE INCLUDES AMOUNTS PAID FOR HOSTING THE EVENT, GOLF COURSE MAINTENANCE DURING EVENT, FOOD, BEVERAGE, MEMBERSHIP FEES, ADDITIONAL SUPPORT STAFF, LODGE AND MEETING SPACES AND OTHER EXPENSES COMMONLY PROVIDED FOR PGA TOUR EVENTS. DURING THIS 3-MONTH REPORTING PERIOD ONLY MINOR PLANNING EXPENSES WERE INCURRED (34,978). MEMORABILIA - ARNIE'S ARMY CHARITABLE FOUNDATION ALSO PAYS TBHC, INC FOR EXPENSES RELATED TO CULTIVATION, DESIGN, AND DISPLAY OF MEMORABILIA THROUGHOUT THE CLUB PROPERTY AND OFFICES (9,033). 0 TBHC INC DBA THE BAY HILL CLUB & LODGE SUPP INFO, NOTE 2 308745 SALARIES - ARNIE'S ARMY CHARITABLE FOUNDATION REIMBURSES TBHC, INC. FOR THE COMPENSATION OF TBHC, INC. EMPLOYEES LEASED BY ARNIE'S ARMY CHARITABLE FOUNDATION FOR MANAGING AND OPERATING THE ARNOLD PALMER INVITATIONAL (308,745). 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 FORM 990, PART VI, SECTION A, LINE 2 AMY P. SAUNDERS (CHAIR AND PRESIDENT OF THE FOUNDATION) IS PRESIDENT OF LATROBE COUNTRY CLUB INC., ARNOLD PALMER ENTERPRISES, INC., AND TBHC, INC. (D/B/A BAY HILL CLUB AND LODGE). ROBERT L. SAUNDERS III (DIRECTOR OF THE FOUNDATION) IS VICE PRESIDENT OF LATROBE COUNTRY CLUB INC., AND TBHC, INC. (D/B/A BAY HILL CLUB AND LODGE). ROBERT IS ALSO AN EMPLOYEE OF TBHC, INC. (D/B/A BAY HILL CLUB AND LODGE). MR. SAUNDERS AND MRS. SAUNDERS HAVE A FAMILIAL RELATIONSHIP. EMILY SCHNEIDER (DIRECTOR OF THE FOUNDATION) HAS A FAMILIAL RELATIONSHIP WITH MR. AND MRS. SAUNDERS FORM 990, PART VI, SECTION A, LINE 7A THE PALMER FOUNDATION BOARD HAS THE AUTHORITY TO APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE TAX PREPARER USING THE ORGANIZATION'S AUDITED FINANCIAL RECORDS AND ADDITIONAL INFORMATION PROVIDED BY MANAGEMENT AND IS THEN REVIEWED BY ITS TOP MANAGEMENT OFFICIAL AND TOP FINANCIAL OFFICIAL. A DRAFT OF THE COMPLETE FORM 990, INCLUDING ALL REQUIRED SCHEDULES, IS DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. BOARD MEMBERS ARE GIVEN AN OPPORTUNITY TO ASK QUESTIONS AND SUGGEST CHANGES. ANY CORRECTIONS OR CLARIFICATIONS REQUESTED BY THE BOARD ARE INCORPORATED BEFORE THE RETURN IS FILED 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, CONFLICT OF INTEREST POLICY, AND ITS CONSOLIDATED FINANCIAL STATEMENTS. FORM 990, PART XII, FINANCIAL STATEMENTS AND REPORTING AUDITED FINANCIAL STATEMENTS - ARNIE'S ARMY CHARITABLE FOUNDATION IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS OF ARNOLD & WINNIE PALMER FOUNDATION AND AFFILIATE. THE AUDIT WAS CONDUCTED FOR THE YEAR 10/1/24 - 9/30/25. THE FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTANT AND THE BOARD OF PALMER FOUNDATION ASSUMES THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. ARNOLD & WINNIE PALMER FOUNDATION INC 9000 BAY HILL BLVD ORLANDO FL 32819 465468220 INVEST IN ORGS/PRGMS THAT PROMOTE HEALTHY KIDS, YOUTH DEV, NATURE WELLNESS FL 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0