ARNOLD & WINNIE PALMER FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ARNOLD & WINNIE PALMER FOUNDATION INC (EIN 46-5468220)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349302387
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T08:08:10-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994625061 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 W MORSE BLVD SUITE 200 | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465468220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD & WINNIE PALMER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARNO | BusinessNameControlTxt |
| Phone | 4078763644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 BAY HILL BLVD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN BATTLES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4078768057 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH E MARSHALL CPA | PreparerPersonNm |
| PTIN | P00748415 | PTIN |
| Phone | 4076447455 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN BATTLES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 BAY HILL BLVD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,839,932 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PALMERFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,398,495 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,489,826 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $593,438 | PYInvestmentIncomeAmt |
| CY Investment Income | $359,358 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $48,452 | CYOtherRevenueAmt |
| PY Total Revenue | $2,991,933 | PYTotalRevenueAmt |
| CY Total Revenue | $2,897,636 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $565,749 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $518,680 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $602,656 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $710,988 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,017,541 | PYOtherExpensesAmt |
| CY Other Expenses | $734,871 | CYOtherExpensesAmt |
| PY Total Expenses | $3,185,946 | PYTotalExpensesAmt |
| CY Total Expenses | $1,964,539 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$194,013 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $933,097 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,123,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,700,734 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $464,859 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,010,472 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,658,763 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,690,262 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $518,680 | ExpenseAmt |
| Grant | $518,680 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DURING FY23/24 THE ORGANIZATION DIDN'T HOLD A PALMER CUP AS THE EVENT WAS HELD IN JULY 2024 AT THE LAHINCH GOLF CLUB IN IRELAND. WITH THIS TIMING DUE TO INTERNATIONAL SCHEDULING THERE WILL BE TWO PALMER CUPS REPORTED IN FY24/25. 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $518,680 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FONTANA CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7277999533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13007 W LINEBAUGH AVENUE | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33626 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| AMY SAUNDERS | |||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID BARGER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEN BOEHNER | |||||||
| BOARD CHAIR | 13.00 | 27.00 | Yes (X) | $174,601 | $349,202 | $0 | Yes (X) |
| DAVID NORMOYLE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ROEMER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| IAN PATTINSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN BATTLES | |||||||
| TREASURER | 5.00 | 5.00 | $0 | $0 | $0 | Yes (X) | |
| KRISTIN RAYMOND | |||||||
| SECRETARY | 5.00 | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $174,601 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $349,202 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,000 | FundraisingAmt |
| Related Organizations | $1,450,000 | RelatedOrganizationsAmt |
| All Other Contributions | $1,014,826 | AllOtherContributionsAmt |
| Total Contributions | $2,489,826 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $654,367 | TotalRevenueColumnAmt |
| Exclusion | $654,367 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,596,777 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,891,786 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$295,009 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$295,009 | TotalRevenueColumnAmt |
| Exclusion | -$295,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $94,651 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $50,510 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,141 | TotalRevenueColumnAmt |
| Exclusion | $44,141 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,311 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,311 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,311 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,897,636 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,311 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $403,499 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,680 | TotalAmt |
| Program Services | $518,680 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,601 | TotalAmt |
| Management And General | $174,601 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,387 | TotalAmt |
| Management And General | $536,387 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,834 | TotalAmt |
| Management And General | $6,834 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,800 | TotalAmt |
| Management And General | $66,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,188 | TotalAmt |
| Management And General | $74,188 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,182 | TotalAmt |
| Management And General | $98,182 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,633 | TotalAmt |
| Management And General | $68,633 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,130 | TotalAmt |
| Management And General | $142,130 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,462 | TotalAmt |
| Management And General | $115,462 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,714 | TotalAmt |
| Management And General | $105,714 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,062 | TotalAmt |
| Management And General | $24,062 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| MARKETING & COMMUNICATI | $23,297 | $23,297 |
| BANK & CREDIT CARD FEES | $9,569 | $9,569 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964,539 | TotalAmt |
| Program Services | $518,680 | ProgramServicesAmt |
| Management And General | $1,445,859 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,523,735 | BOYAmt |
| EOY | $1,561,630 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,165,497 | BOYAmt |
| EOY | $878,220 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,260 | BOYAmt |
| EOY | $858,930 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,921 | BOYAmt |
| EOY | $182,306 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,327,267 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $336,081 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,419,767 | BOYAmt |
| EOY | $4,991,186 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,575,442 | BOYAmt |
| EOY | $20,228,462 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,123,622 | BOYAmt |
| EOY | $28,700,734 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,859 | BOYAmt |
| EOY | $510,472 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $500,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,859 | BOYAmt |
| EOY | $1,010,472 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,689,749 | BOYAmt |
| EOY | $25,838,737 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,969,014 | BOYAmt |
| EOY | $1,851,525 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,658,763 | BOYAmt |
| EOY | $27,690,262 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,123,622 | BOYAmt |
| EOY | $28,700,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $933,097 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,098,402 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,137,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,293,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,706,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,398,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,464,826 | CurrentTaxYearAmt |
| Total | $16,001,372 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,137,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,293,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,706,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,398,495 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,464,826 | CurrentTaxYearAmt |
| Total | $16,001,372 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,366,593 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,634,779 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $258,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $258,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $560,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $654,367 | CurrentTaxYearAmt |
| Total | $2,083,146 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $48,452 | CurrentTaxYearAmt |
| Total | $48,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,132,970 | TotalSupportAmt |
| Public Support CY170 | 0.47620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000,000 | BeginningYearBalanceAmt |
| End Year Balance | $15,000,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,000,000 | BeginningYearBalanceAmt |
| End Year Balance | $15,000,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,539,085 | BeginningYearBalanceAmt |
| Contributions | $7,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,953,136 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $585,949 | OtherExpendituresAmt |
| End Year Balance | $15,000,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,407,204 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,780,906 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $58,582 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,590,443 | OtherExpendituresAmt |
| End Year Balance | $10,539,085 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,118,781 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $288,423 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,407,204 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,145,412 | OtherCostOrOtherBasisAmt |
| Book Value | $2,145,412 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,033,134 | OtherCostOrOtherBasisAmt |
| Depreciation | $228,099 | DepreciationAmt |
| Book Value | $2,805,035 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $107,982 | DepreciationAmt |
| Book Value | $40,739 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,991,186 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 ENDOWMENT FUNDS. THE EARNINGS ARE NOT ADDED TO THE ENDOWMENT FUND. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WAKE FOREST EVENT | Event1Nm |
| Gross Receipts Event1 | $94,651 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $94,651 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,852 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $6,566 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,959 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,272 | OtherDirectExpensesEvent1Amt |
| Event2 | SCHOLARSHIP EVENT | Event2Nm |
| Gross Receipts Event2 | $25,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $25,000 | CharitableContriEvent2Amt |
| Non Cash Prizes Event2 | $2,930 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $1,368 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $9,941 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $8,622 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $119,651 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $94,651 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,852 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,930 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,934 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,900 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,894 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $50,510 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $44,141 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| CHAPEL & YORK US FOUNDATION | ||||||||
| 1350 6TH AVE FLOOR 2 SUITE 266 | NEW YORK | NY | 10019 | 812161937 | 501 (C) (3) | $100,000 | $0 | TO SUPPORT PROGRAM ACTIVITIES |
| ORLANDO HEALTH ORGANIZATION | ||||||||
| 1414 KUHL AVE | ORLANDO | FL | 32806 | 591726273 | 501 (C) (3) | $131,250 | $0 | TO SUPPORT PROGRAM ACTIVITIES |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27109 | 560532138 | 501 (C) (3) | $67,827 | $0 | MEN'S AND WOMEN'S GOLF PROGRAM/ UMBRELLA DAY CONTRIBUTIONS |
| FIRST TEE OF CENTRAL FLORIDA | ||||||||
| 2418 SILVER STAR RD | ORLANDO | FL | 32804 | 270149539 | 501 (C) (3) | $56,167 | $0 | SCHOLARSHIPS/UMBRELLA DAY/GRANTS |
| LIFT ORLANDO INC | ||||||||
| 710 S TAMPA AVE | ORLANDO | FL | 32805 | 463607865 | 501 (C) (3) | $50,000 | $0 | TO SUPPORT PROGRAM ACTIVITIES |
| THE POETIC FOUNDATION INC | ||||||||
| 3974 AMBOY ROAD | STATEN ISLAND | NY | 10308 | 800688254 | 501 (C) (3) | $50,000 | $0 | TO SUPPORT PROGRAM ACTIVITIES |
| SAINT VINCENT COLLEGE | ||||||||
| 300 FRASER PURCHASE RD | LATROBE | PA | 15650 | 250964126 | 501 (C) (3) | $24,797 | $0 | TO SUPPORT PROGRAM ACTIVITIES |
| ASGA SCHOLARSHIP FUND | ||||||||
| 12521 KANIS RD | LITTLE ROCK | AR | 72211 | 710470120 | 501 (C) (3) | $10,000 | $0 | 2023 ARNOLD PALMER SCHOLARSHIP DONATION |
| HAPPY DITTO INC | ||||||||
| 2720 NEILSON WAY 5313 | SANTA MONICA | CA | 90409 | 463527436 | 501 (C) (3) | $8,814 | $0 | UMBRELLA DAY PROJECT |
| IDEAS FOR US | ||||||||
| 1030 W KALEY ST ORLANDO | ORLANDO | FL | 32805 | 273999166 | 501 (C) (3) | $7,500 | $0 | NEIGHBORHOOD NATURALIST |
| SECOND HARVEST FOOD BANK | ||||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | 592142315 | 501 (C) (3) | $6,000 | $0 | TO SUPPORT PROGRAM ACTIVITIES |
| KIDS GOLF FOUNDATION OF ILLINOIS | ||||||||
| 7S771 DUGAN RD | SUGAR GROVE | IL | 60554 | 364226416 | 501 (C) (3) | $5,000 | $0 | ARNOLD PALMER AND JERRY RICH SCHOLARSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 12 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN BOEHNER | PersonNm |
| Title | BOARD CHAIR | TitleTxt |
| Base Compensation Filing Org | $174,601 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $349,202 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $174,601 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $349,202 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH J, PART II | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| TBHC INC DBA THE BAY HILL CLUB & LODGE | |||
| SUPP INFO, NOTE 1 | $200,799 | 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 | $710,988 | 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 | $23,861 | 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 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 & WINNIE PALMER FOUNDATION, INC. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 (7/1/23 TO 6/30/24). 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGENDS PROPERTY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 BAY HILL BOULEVARD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873970419 | EIN |
| Primary Activities | HOLDING ENTITY | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | -$166,998 | TotalIncomeAmt |
| End Of Year Assets | $4,956,362 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD & WINNIE PALMER FOUNDATION INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNIE'S ARMY CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 BAY HILL BOULEVARD | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32819 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813305976 | EIN |
| Primary Activities | TO SUPPORT ARNOLD & WINNIE PALMER FOUNDATION, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD & WINNIE PALMER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LATROBE COUNTRY CLUB INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 346 ARNOLD PALMER DRIVE | AddressLine1Txt |
| City | LATROBE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900305935 | EIN |
| Primary Activities | RECREATION/COUNTRY CLUB | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD & WINNIE PALMER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | S | EntityTypeTxt |
| Share Of Total Income | -$80,860 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,249,072 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ARNIE'S ARMY CHARITABLE FOUNDATION | ||
| C | $1,000,000 | CASH |
| LATROBE COUNTY CLUB INC | ||
| M | $23,861 | CASH |
| ARNIE'S ARMY CHARITABLE FOUNDATION | ||
| C | $450,000 | ACCRUED |
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