2021-05-14T14:51:16-05:00 2020-06-30 721396621 CARR RIGGS & INGRAM LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 32789 990 2019-07-01 465468220 ARNOLD & WINNIE PALMER FOUNDATION INC ARNO 4078763644 9000 BAY HILL BLVD ORLANDO FL 32819 BRIAN BATTLES TREASURER 4078763644 2021-05-14 1 SARAH E MARSHALL CPA P00748415 4076447455 2021-05-14 2019 2022-09-23 18:48:47Z BRIAN BATTLES 9000 BAY HILL BLVD ORLANDO FL 32819 9847180 0 X PALMERFOUNDATION.ORG X 2014 FL THE ORGANIZATION'S MISSION IS TO INVEST IN THE WELL-BEING AND DEVELOPMENT OF CHILDREN & YOUTH, SUPPORT HEALTH AND WELLNESS INITIATIVES AND STRENGTHENING COMMUNITIES AND THE ENVIRONMENT. 5 5 0 100 0 0 2330130 1137568 0 0 296294 1239604 -39000 -83093 2587424 2294079 536998 1851516 0 0 227054 356480 0 0 73072 1105594 334990 1869646 2542986 717778 -248907 19677675 19030478 44512 535760 19633163 18494718 X THE ORGANIZATION'S MISSION IS TO INVEST IN THE WELL-BEING OF CHILDREN AND YOUTH TO ENSURE AND CREATE OPPORTUNITIES FOR THEM TO LIVE SAFE, HEALTHY, AND FULFILLING LIVES. ADDITIONALLY, THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO INSTITUTIONS AND ORGANIZATIONS THAT SUPPORT HEALTH AND WELLNESS INITIATIVES AND STRENGTHEN COMMUNITIES AND THE ENVIRONMENT. 0 0 1851516 1851516 114746 THE ORGANIZATION PROVIDES FINANCIAL SUPPORT TO INSTITUTIONS AND ORGANIZATIONS THAT SUPPORT HEALTH AND WELLNESS INITIATIVES AND STRENGTHEN COMMUNITIES AND THE ENVIRONMENT. ADDITIONALLY, IN 2020, "ARNIE'S MARCH" WAS HELD TO ALLOW ARNOLD & WINNIE PALMER FOUNDATION TO GRANT FUNDS TO VARIOUS ORGANIZATIONS FULFILLING ITS MISSION TO INVEST IN THE WELL-BEING OF CHILDREN AND YOUTH TO ENSURE AND CREATE OPPORTUNITIES FOR THEM TO LIVE SAFE, HEALTHY, AND FULFILLING LIVES. 0 THE ORGANIZATION HELD THE PALMER CUP IN DECEMBER OF 2020, A COLLEGIATE EVENT WHOSE PURPOSE IS TO PROMOTE THE DEVELOPMENT OF YOUTH GOLFERS AND TO PASS ON MR. ARNOLD PALMER'S VALUES TO THE NEXT GENERATION OF GOLFERS.SINCE THE EVENT WAS HELD IN DECEMBER OF 2020 ALL EXPENSES WERE STILL CLASSIFIED AS PREPAID ON THIS RETURN (FY19/20). 1851516 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 5 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 X AMY SAUNDERS BOARD CHAIR 1.00 2.00 X 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 DIRECTOR 1.00 2.00 X 0 0 0 TIM MANN DIRECTOR 1.00 0.00 X 0 0 0 BRIAN BATTLES TREASURER 5.00 5.00 X 0 0 0 LISA DORN SECRETARY 5.00 2.00 X 0 0 0 0 0 0 0 0 0 0 0 257124 880444 120899 1137568 258720 258720 8450892 7470008 980884 980884 980884 0 257124 83093 -83093 -83093 2294079 0 0 1156511 1851516 1851516 356480 356480 34201 34201 31242 31242 127276 127276 12648 12648 18467 18467 16006 16006 2695 2695 GENERAL FUNDRAISING EXP 73072 73072 MARKETING & COMMUNICATI 14219 14219 BANK & CREDIT CARD FEES 5164 5164 2542986 1851516 618398 73072 6944633 8308287 2491879 0 8164 175066 7750 49460 142734 52273 106468 90461 10118781 10407204 19677675 19030478 44512 35760 500000 44512 535760 X 14550103 16910289 5083060 1584429 19633163 18494718 19677675 19030478 -248907 -889538 0 X X 0 1 X 1 0 X 17361562 4074671 2056917 3357523 1137568 27988241 17361562 4074671 2056917 3357523 1137568 27988241 15284003 12704238 21554 19226 96077 368131 258720 763708 64441 99205 163646 28915595 0.43940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10118781 288423 10407204 7845048 2000000 516008 52512 189763 10118781 7832382 12666 7845048 1426457 6189762 260439 44276 7832382 1418357 45209 37109 1426457 0.84780 0.12490 0.02730 1 0 142734 52273 90461 90461 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 PERMANENT ENDOWMENT FUNDS ARE RESTRICTED FOR PEDIATRIC CANCER RESEARCH. THE PORTION OF UNAPPROPRIATED INCOME FROM THE ORGANIZATION'S PERMANENT ENDOWMENT IS TEMPORARILY RESTRICTED FOR PEDIATRIC CANCER RESEARCH. LATROBE CLASSIC 142377 142377 22393 60700 ARNIE'S MARCHES 114747 114747 257124 257124 22393 60700 83093 -83093 1 ORLANDO HEALTH INC 1414 KUHL AVE ORLANDO FL 32806 591726273 501(C)(3) 1385425 TO SUPPORT CHILDREN'S HEALTH AND WELL-BEING AND NICU OPERATIONS ORLANDO HEALTH FOUNDATION 3160 SOUTHGATE COMMERCE BLVD SUITE 50 ORLANDO FL 32806 592244943 501(C)(3) 114746 ARNIE'S MARCH TO SUPPORT CANCER FIGHTERS, THEIR FAMILIES AND HOSPITAL STAFF LENDING HEARTS 114 HOODRIDGE DRIVE PITTSBURGH PA 15228 451783751 501(C)(3) 6250 TO SUPPORT CHILDREN AND YOUNG ADULTS WITH CANCER AND THEIR FAMILIES AFLAC CANCER AND BLOOD DISORDER CENTER 3395 NE EXPRESSWAY SUITE 100 ATLANTA GA 30341 900779996 501(C)(3) 7946 TO SUPPORT CHILDREN WITH CANCER OUR CLUBHOUSE 2816 SMALLMAN STREET PITTSBURGH PA 15222 251845284 501(C)(3) 6250 TO SUPPORT COMMUNITIES FOR EVERYONE CURRENTLY LIVING WITH CANCER FLORIDA CITRUS SPORTS EVENTS INC 1 CITRUS BOWL PL ORLANDO FL 32805 593021238 501(C)(3) 200000 SUPPORT LAKE LORNA DOONE NATURE ENHANCEMENTS MORGAN ADAMS FOUNDATION 5303 E EVANS AVENUE SUITE 200 DENVER CO 80222 200165051 501(C)(3) 10000 TO SUPPORT KIDS' CANCER RESEARCH 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. TBHC INC DBA THE BAY HILL CLUB & LODGE SUPP INFO, NOTE 1 358922 PALMER FOUNDATION - OPERATIONAL COSTS SUCH AS OFFICE SUPPLIES, RENT, COMPUTER EQUIPMENT AND OTHER ROUTINE EXPENSE RELATED TO RUNNING THE ORGANIZATION. 0 TBHC INC DBA THE BAY HILL CLUB & LODGE SUPP INFO, NOTE 2 95231 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 9734 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 ARNOLD D. PALMER REVOCABLE TRUST WITH AMY P. SAUNDERS AS ONE OF THE BENEFICIARIES. PART IV, COLUMN B, NOTE 2 ENTITY MORE THAN 35% OWNED BY ARNOLD D. PALMER REVOCABLE TRUST WITH AMY P. SAUNDERS AS ONE OF THE BENEFICIARIES. 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 120000 PRICE OF COMPARABLE PROP X LIMITED EDITION" CAMOUFLAGE PUMA GOLF BAG 1 899 PRICE OF COMPARABLE 0 0 0 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 ARNOLD PALMER LEGACY FOUNDATION. THE AUDIT WAS CONDUCTED FOR THE YEAR (7/1/19 TO 6/30/20). 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. ARNOLD PALMER LEGACY 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 1 0 0 0 0 0 0 0 ARNOLD PALMER LEGACY FOUNDATION INC L 14000 CURRENT YEAR ACTIVITY