2023-05-12T08:28:25-05:00 2022-06-30 721396621 CARR RIGGS & INGRAM LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 32789 990 2021-07-01 465468220 ARNOLD & WINNIE PALMER FOUNDATION INC ARNO 4078768057 9000 BAY HILL BLVD ORLANDO FL 32819 BRIAN BATTLES TREASURER 4078768057 2023-05-08 1 BRIAN BATTLES 999009999 SARAH E MARSHALL CPA P00748415 4076447455 2023-05-07 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRIAN BATTLES 9000 BAY HILL BLVD ORLANDO FL 32819 13815563 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. 5 4 0 25 0 0 2293509 7706974 0 0 316019 540722 -6000 0 2603528 8247696 2033845 329305 0 0 282598 266743 0 0 24167 768459 1942806 3084902 2538854 -481374 5708842 20742397 24791336 82879 841661 20659518 23949675 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 329305 329305 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. 1063078 DURING FY21/22 THE ORGANIZATION HELD THE PALMER CUP IN SWITZERLAND AT THE GOLF CLUB DE GENEVE. 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. 1392383 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 12 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 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 MIKE MCCARLEY DIRECTOR 1.00 0.00 X 0 0 0 KEN BOEHNER BOARD CHAIR 1.00 2.00 X X 38444 38444 0 DAVID NORMOYLE 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 2.00 X 0 0 0 38444 38444 0 0 0 0 1 IDEAS UNITED LLC 750 GLENWOOD AVE SE SUITE 330 ATLANTA GA 30316 MEDIA DEVELOPMENT & PRODUCTION 157500 1 7706974 4507400 7706974 351095 351095 5757494 5567867 189627 189627 189627 8247696 0 0 540722 X 329305 329305 38444 38444 228299 228299 44999 44999 74819 74819 574312 574312 39351 39351 23992 23992 19738 19738 59343 59343 3625 3625 PALMER CUP EXPENSE 1063078 1063078 GENERAL FUNDRAISING EXP 24167 24167 BANK & CREDIT CARD FEES 9452 9452 MARKETING & COMMUNICATI 5930 5930 2538854 1392383 1122304 24167 1635588 3236264 1616551 443931 407705 4080 6255 4650134 125573 76504 4524561 18582294 15000000 20742397 24791336 82879 841661 82879 841661 X 20503268 21907589 156250 2042086 20659518 23949675 20742397 24791336 5708842 -2418685 0 X X 0 1 X 1 0 X 2056917 3357523 1137568 2293509 7706974 16552491 2056917 3357523 1137568 2293509 7706974 16552491 8143040 8409451 96077 368131 258720 258338 351095 1332361 99205 99205 17984057 0.46760 0.68700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10539085 7000000 -1953136 585949 15000000 10407204 1780906 58582 1590443 10539085 10118781 288423 10407204 7845048 2000000 516008 52512 189763 10118781 7832382 12666 7845048 1.00000 0.00000 0.00000 1 0 1780412 1780412 2726988 2726988 142734 125573 17161 4524561 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 ARKANSAS STATE GOLF ASSOCIATION SCHOLARSHIP FUND PO BOX 30250 LITTLE ROCK AR 72260 710470120 501(C)(3) 10000 0 TO SUPPORT YOUTH DEVELOPMENT, 2021 ARNOLD PALMER SCHOLARSHIP 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 IDEAS FOR US 1030 WEST KALEY AVE ORLANDO FL 32805 273999166 501(C)(3) 10500 0 TO SUPPORT NATURE FOCUSED WELLNESS, IDEAS NATURALIST PROGRAM SAINT VINCENT COLLEGE 300 FRASER PURCHASE ROAD LATROBE PA 15650 250964126 501(C)(3) 24797 0 TO SUPPORT NATURE FOCUSED WELLNESS, WINNIE PALMER NATURE RESERVE PROJECT YEAR 2 CANINE COMPANIONS 2965 DUTTON AVENUE SANTA ROSA CA 95407 942494324 501(C)(3) 50000 0 SUPPORT FOR FACILITY PROGRAM CANINE TO SERVE PATIENTS IN NEED AT ARNOLD PALMER HOSPITAL CLUBS HELP FOUNDATION INC 9 SPRINGBROOK ROAD MORRISTOWN NJ 07960 850626097 501(C)(3) 34008 0 GOLF RELATED DONOR CAMPAIGN FOR DISASTER RECOVERY 6 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 38444 38444 0 0 0 0 0 0 0 0 38444 38444 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 86122 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 144354 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 43616 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 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. X 2 1530000 APPRAISAL X 1 2290000 APPRAISAL X 13 687400 APPRAISAL 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF PROPERTIES CONTRIBUTED. 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 574,312. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 574,312. 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 (7/1/21 TO 6/30/22). 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0