2026-07-31T08:33:31-05:00 2025-06-30 994625061 CRI ADVISORS LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 32789 990 2024-07-01 465468220 ARNOLD & WINNIE PALMER FOUNDATION INC ARNO 4078763944 9000 BAY HILL BLVD ORLANDO FL 32819 BRIAN BATTLES VP OF FINANCE 4078768057 2026-07-31 1 1 SARAH E MARSHALL CPA P00748415 4076447455 2026-07-31 2024 2025-03-06 01:10:19Z BRIAN BATTLES 9000 BAY HILL BLVD ORLANDO FL 32819 7950860 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 0 2489826 4972060 0 0 359358 616300 48452 29524 2897636 5617884 518680 557500 0 0 710988 917515 0 0 111075 734871 2353448 1964539 3828463 933097 1789421 28700734 31868764 1010472 820764 27690262 31048000 THE ORGANIZATION PROMOTES 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. 0 0 547500 547500 0 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. 1323943 10000 0 DURING FY24/25 THE ORGANIZATION HELD TWO ARNOLD PALMER CUPS DUE TO THE TIMING OF INTERNATIONAL SCHEDULING. THE FIRST WAS IN JULY 2024 AT LAHINCH GOLF CLUB IN IRELAND AND THE SECOND WAS IN JUNE 2025 AT CONGAREE GOLF CLUB IN SOUTH CAROLINA. 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 BOTH MEN AND WOMEN FROM AROUND THE WORLD PLAYING TOGETHER IN A RYDER CUP-STYLE COMPETITION. 196835 THE ORGANIZATION IS COMMITTED TO MAINTAINING AND IMPROVING THE DONATED BUILDINGS AND LAND OF LEGENDS PROPERTY TO SHOWCASE THE PALMER LEGACY. 2068278 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 15 0 0 1 1 0 0 0 0 0 0 0 0 0 X 6 5 0 0 1 0 0 1 0 1 0 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 BOARD CHAIR/PRESIDENT 1.00 2.00 X 0 0 0 DAVID BARGER DIRECTOR 1.00 0.00 X 0 0 0 KEN BOEHNERRESIGNED NOV'2024 BOARD CHAIR/PRESIDENT 13.00 27.00 X X 163445 327110 0 DAVID NORMOYLERESIGNED NOV'24 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 WALT CONN DIRECTOR 1.00 2.00 X 0 0 0 AMY SMITH DIRECTOR 1.00 0.00 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 163445 327110 0 1 0 0 1 THALER MEDIA INC 136 LIGHTHOUSE DRIVE NORTH PALM BEACH FL 33408 MEDIA DEVELOPMENT AND PRODUCTION 110265 1 1925000 3047060 4972060 671716 671716 2264804 2320220 -55416 -55416 -55416 26500 12756 13744 13744 15390 0 15390 15390 MISCELLANEOUS INCOME 900099 390 390 390 5617884 390 0 645434 557500 557500 217927 217927 699588 699588 139540 139540 91259 91259 60407 60407 84390 84390 84093 84093 35881 35881 42638 42638 80638 80638 118443 118443 19408 19408 PALMER CUP EXPENSE 1313943 1313943 MARKETING & COMMUNICATI 78748 78748 LEGENDS PROPERTY LLC 78392 78392 BAD DEBT EXPENSE 75000 75000 50668 50668 3828463 2068278 1649110 111075 1561630 1005336 878220 540929 858930 2352558 182306 27787 5882259 454525 4991186 5427734 20228462 22279670 234750 0 0 28700734 31868764 510472 820764 500000 0 0 1010472 820764 X 25838737 29045132 1851525 2002868 27690262 31048000 28700734 31868764 1789421 1568317 0 X X 0 1 X 0 0 X 2293509 7706974 2398495 2464826 4987450 19851254 2293509 7706974 2398495 2464826 4987450 19851254 8088888 11762366 258338 351095 560626 654367 671716 2496142 48452 14134 62586 22409982 0.52490 0.47620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 60407 60407 0 PART II-B, LINE 1: ARNOLD AND WINNIE PALMER FOUNDATION LOBBIED THE STATE OF PENNSYLVANIA TO REQUEST ECONOMIC DEVELOPMENT FUNDS FOR THE ENHANCEMENT OF LATROBE COUNTRY CLUB AS A DESTINATION FOR GOLFERS WORLDWIDE TO CELEBRATE THE LEGACY OF ARNOLD PALMER. 15000000 15000000 15000000 15000000 15000000 15000000 10539085 7000000 -1953136 585949 15000000 10407204 1780906 58582 1590443 10539085 1.00000 1 0 2494196 2494196 3232355 332275 2900080 155708 122250 33458 5427734 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 BOARD'S INTENTION WAS TO SET ASIDE $15 MILLION IN BOARD DESIGNATED ENDOWMENT FUNDS. THE EARNINGS ARE NOT ADDED TO THE ENDOWMENT FUND. SUNBELT 26500 26500 1989 3353 7414 26500 26500 1989 3353 7414 12756 13744 15390 0 15390 15390 0 0 0 0 0 0 1 CHAPEL & YORK US FOUNDATION 1350 6TH AVE FLOOR 2 SUITE 266 NEW YORK NY 10019 812161937 501 (C) (3) 100000 0 R&A AND GOLF IT! PROGRAM ORLANDO HEALTH ORGANIZATION 1414 KUHL AVE ORLANDO FL 32806 591726273 501 (C) (3) 50000 0 PEDIATRIC CANCER RESEARCH FUNDING FIRST TEE OF CENTRAL FLORIDA 2418 SILVER STAR RD ORLANDO FL 32804 270149539 501 (C) (3) 50000 0 SCHOLARSHIPS THE POETIC FOUNDATION INC 3974 AMBOY ROAD STATEN ISLAND NY 10308 800688254 501 (C) (3) 100000 0 PEDIATRIC CANCER RESEARCH FUNDING ARKANSAS STATE GOLF ASSOCIATION 12521 KANIS RD LITTLE ROCK AR 72211 710470120 501 (C) (3) 10000 0 ARNOLD PALMER CUP SCHOLARSHIP DONATION IDEAS FOR US 1030 W KALEY ST ORLANDO FL 32805 273999166 501 (C) (3) 120000 0 NEIGHBORHOOD NATURALIST AT LAKE LORNA DOONE 2023 GRANT KIDS GOLF FOUNDATION OF ILLINOIS 7S771 DUGAN RD SUGAR GROVE IL 60554 364226416 501 (C) (3) 7500 0 ARNOLD PALMER CUP SCHOLARSHIP DONATION UPMC CHILDREN'S HOSPITAL FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 251865744 501 (C) (3) 105000 0 PEDIATRIC CANCER RESEARCH FUNDING AND 2025 CHILDREN'S HOSPITAL GOLF CLASSIC PUTT WITH THE PRESIDENT SPONSORSHIP BLESSINGS IN A BACKPACK INC 6100 DUTCHMANS LANE SUITE 603 LOUISVILLE KY 40205 261964620 501 (C) (3) 5000 0 FUNDING FOR FOOD INSECURITY PREVENTION FOR CENTRAL FLORIDA YOUTH CONGAREE FOUNDATION 384 DAVANT DR RIDGELAND SC 29936 811718705 501 (C) (3) 10000 0 ARNOLD PALMER CUP SCHOLARSHIP DONATION 10 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 BOEHNERRESIGNED NOV'2024 BOARD CHAIR/PRESIDENT 163445 327110 0 0 0 0 0 0 0 0 163445 327110 0 0 SCH J, PART II KEN BOEHNER WAS 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 139538 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 917514 SALARIES - PALMER FOUNDATION REIMBURSES TBHC, INC. FOR THE COMPENSATION OF TBHC, INC. EMPLOYEES LEASED BY PALMER FOUNDATION FOR MANAGING AND OPERATING ORGANIZATIONAL ACTIVITIES 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 4 THE ARTICLES OF INCORPORATION WERE UPDATED ON MAY 21, 2025 TO INCLUDE WORDING FOR A "FOUNDING MEMBER." THESE CHANGES WERE APPROVED BY THE AWPF BOARD OF DIRECTORS AT THEIR DECEMBER 19TH, 2024 BOARD MEETING. FORM 990, PART VI, SECTION A, LINE 7A AMY P. SAUNDERS HAS THE AUTHORITY TO APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. THE COMMITTEES ARE ADVISORY ONLY. 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, 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, ARNIE'S ARMY CHARITABLE FOUNDATION, AND LATROBE COUNTRY CLUB, INC. THE AUDIT WAS CONDUCTED FOR THE YEAR (7/1/24 TO 6/30/25). 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 ARNOLD & WINNIE PALMER FOUNDATION, INC OWN ALL OUTSTANDING SHARES OF THE COMMON STOCK OF LATROBE COUNTRY CLUB, INC.. THE 990 DOES NOT INCLUDE THE OPERATIONS OF LATROBE COUNTRY CLUB, INC., INSTEAD, THE INCOME HAS BEEN REPORTED ON FORM 990-T. LEGENDS PROPERTY LLC 9000 BAY HILL BOULEVARD ORLANDO FL 32819 873970419 HOLDING ENTITY PA -182825 5406847 ARNOLD & WINNIE PALMER FOUNDATION INC 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 -277131 975260 1.00000 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 ARNIE'S ARMY CHARITABLE FOUNDATION C 1925000 CASH LATROBE COUNTY CLUB INC M 16201 CASH LATROBE COUNTY CLUB INC R 234750 CASH