2025-05-15T08:21:37-05:00 2024-06-30 994625061 CRI ADVISORS LLC 1031 W MORSE BLVD SUITE 200 WINTER PARK FL 32789 990 2023-07-01 813305976 ARNIE'S ARMY CHARITABLE FOUNDATION INC ARNI 4078768057 9000 BAY HILL BLVD ORLANDO FL 32819 BRIAN BATTLES CFO 4078763944 2025-05-14 1 1 SARAH E MARSHALL CPA P00748415 4076447455 2025-05-14 2023 2025-03-06 01:10:19Z BRIAN BATTLES 9000 BAY HILL BLVD ORLANDO FL 32819 43660230 0 X WWW.ARNOLDPALMERINVITATIONAL.COM X 2016 FL TO ASSIST ARNOLD & WINNIE PALMER FOUNDATION, INC. IN ACHIEVING ITS CHARITABLE PURPOSES. 4 0 0 1500 0 0 60000 25000 39259797 40896444 76838 273051 50446 436247 39447081 41630742 1460385 1649405 0 0 1777236 1640262 0 0 0 37383573 38782457 40621194 42072124 -1174113 -441382 23371968 24006965 557936 1358864 22814032 22648101 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 35360557 40896444 THE ORGANIZATION OPERATES THE ARNOLD PALMER INVITATIONAL, AN ELEVATED 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 INVEST IN ORGANIZATIONS AND PROGRAMS THAT PROMOTE HEALTHY KIDS, YOUTH DEVELOPMENT, NATURE FOCUSED WELLNESS AND THE LEGACY OF ARNOLD PALMER IN GOLF AND AMERICAN HISTORY. 1649405 1649405 SUPPORT OF OTHER EXEMPT ORGANIZATIONS THAT PROMOTE THE CHARITABLE PURPOSES OF ARNOLD & WINNIE PALMER FOUNDATION, INC. 37009962 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 10 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 1 0 0 0 0 0 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 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 KEN BOEHNER DIRECTOR 27.00 13.00 X 349202 174601 0 EMILY SCHNEIDER 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 5.00 X 0 0 0 349202 174601 0 1 0 0 1 ROBERT H YANKER 1411 MANTUA AVE CORAL GABLES FL 33146 CONSULTING ON BUSINESS OPERATIONS 272001 1 25000 25000 ARNOLD PALMER INVITATIONAL 711210 40896444 40896444 40896444 320818 320818 1981721 2029488 -47767 -47767 -47767 MISC REVENUE 900099 436247 436247 436247 41630742 41332691 0 273051 1649405 1649405 349202 349202 1018308 1018308 272752 272752 66353 66353 4800 4800 16355 16355 41601 41601 6163279 6163279 103974 40509 63465 149253 94026 55227 246450 176536 69914 56397 56397 6873 6873 41299 41299 PLAYER PRIZE FUND 20000000 20000000 TOURNAMENT HOSPITALITY 5249498 5249498 GOLF TOURNAMENT EXPENSE 3062886 3062886 GOLF FACILITY COSTS 2661184 2661184 912255 912255 42072124 37009962 5062162 0 4460434 3058813 326621 486703 1418669 14747272 14747272 15025 73031 3662534 4382559 23371968 24006965 552936 858927 5000 499937 557936 1358864 X 22814032 22648101 22814032 22648101 23371968 24006965 -441382 275451 0 X X 0 1 X 1 0 X X X 1 ARNOLD & WINNIE PALMER FOUNDATION INC 465468220 7 1 1450000 0 1 1450000 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14747272 X X X 0 0 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 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. 1 FIRST TEE OF CENTRAL FLORIDA - VIA PGA TOUR 1326 PALMETTO AVENUE WINTER PARK FL 32789 270149539 501 (C) (3) 10000 0 TO SUPPORT YOUTH DEVELOPMENT CENTRAL FLORIDA SPORTS COMMISSION 400 W CHURCH ST - SUITE 205 ORLANDO FL 32801 593152788 501 (C) (3) 32500 0 TO SUPPORT YOUTH DEVELOPMENT SPORTS BUSINESS CLUB AT UCF 4000 CENTRAL FLORIDA BLVD ORLANDO FL 32816 592924021 501 (C) (3) 5000 0 SUPPORTING THE WORK OF THE CLUB ROTARY CLUB OF DR PHILLIPS 9000 BAY HILL BLVD ORLANDO FL 32819 273488410 501 (C) (3) 30000 0 SUPPORTING THE WORK OF THE CLUB UPMC CHILDREN'S HOSPITAL FOUNDATION 4401 PENN AVE PITTSBURGH PA 15224 251865744 501 (C) (3) 50000 0 SUPPORTING THE WORK OF THE FOUNDATION AMERICAN JUNIOR GOLF ASSOCIATION 1980 SPORTS CLUB DR BRASELTON GA 30517 581433914 501 (C) (3) 70000 0 SUPPORTING THE WORK OF THE FOUNDATION ARNOLD & WINNIE PALMER FOUNDATION 9000 BAY HILL BLVD ORLANDO FL 32819 465468220 501 (C) (3) 1450000 0 TO SUPPORT THE MISSION OF AWPF AND COVER ASSOCIATED COSTS FROM THE LEGACY CAMPAIGN SUCH AS IDEAS UNITED AND OTHER OPERATING ACTIVITIES 7 0 0 0 0 0 0 0 0 0 KEN BOEHNER DIRECTOR 349202 174601 0 0 0 0 0 0 0 0 349202 174601 0 0 SCH J, PART II KEN BOEHNER IS A LEASED EMPLOYEE FROM BAY HILL (AN UNRELATED ORGANIZATION). ARNIE'S ARMY CHARITABLE 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 1629293 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 (1,576,986). 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 (52,307). 0 TBHC INC DBA THE BAY HILL CLUB & LODGE SUPP INFO, NOTE 2 1640262 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 AND THE MEMORABILIA PROGRAM. 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 A MINORITY SHAREHOLDER AND PRESIDENT OF THE BAY HILL CLASSIC, INC. (D/B/A ARNOLD PALMER GOLF TOURNAMENT SERVICES). AMY IS ALSO PRESIDENT OF LATROBE COUNTRY CLUB INC., ARNOLD PALMER ENTERPRISES, INC., ARNOLD PALMER DESIGN COMPANY AND TBHC, INC. (D/B/A BAY HILL CLUB AND LODGE). ROBERT L. SAUNDERS III (DIRECTOR OF THE FOUNDATION) IS VICE PRESIDENT OF THE BAY HILL CLASSIC, INC. (D/B/A ARNOLD PALMER GOLF TOURNAMENT SERVICES), LATROBE COUNTRY CLUB INC., ARNOLD PALMER DESIGN COMPANY 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 8B THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY 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, CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS. 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARNOLD & WINNIE PALMER FOUNDATION INC B 1000000 CASH ARNOLD & WINNIE PALMER FOUNDATION INC B 450000 ACCRUED