2024-08-13T11:52:49-05:00 2023-09-30 454095250 ROSE SNYDER & JACOBS LLP 15821 VENTURA BLVD STE 490 ENCINO CA 91436 990 2022-10-01 770054631 THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE RONA 8055222977 40 PRESIDENTIAL DRIVE 200 SIMI VALLEY CA 930650600 PREE KARUNARATNE CHIEF FIN. OFFICER 8055222977 2024-08-09 1 0 CRAIG M FRYE P00090236 8184610600 2024-08-09 2022 2024-08-08 14:25:15Z JOHN HEUBUSCH 40 PRESIDENTIAL DR SIMI VALLEY CA 93065 39468842 0 X WWW.REAGANFOUNDATION.ORG X 1985 CA THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: (SEE SCHEDULE O) THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO ADVANCE PRESIDENT REAGAN'S LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE. 22 22 175 0 123699 19595 19747128 23337300 4704723 5660065 5438610 4962559 1934838 3077416 31825299 37037340 430250 421471 0 0 9321773 10202786 161232 88688 3958236 21777211 25436641 31690466 36149586 134833 887754 386530675 411922927 18854909 26967431 367675766 384955496 X THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS THE SOLE NONPROFIT ORGANIZATION CREATED BY PRESIDENT REAGAN CHARGED WITH ADVANCING HIS LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE. 0 0 3024845 421471 [PRESIDENTIAL LEARNING CENTER (EDUCATION PROGRAMS)]AT THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, OUR EDUCATION PROGRAMS ARE DEDICATED TO CULTIVATING THE NEXT GENERATION OF CITIZEN-LEADERS THROUGH AN UNDERSTANDING OF RONALD REAGAN'S LEGACY, CORE PRINCIPLES, AND LIFE. EACH YEAR, WE WORK WITH THOUSANDS OF TEACHERS AND TENS OF THOUSANDS OF STUDENTS FROM ACROSS THE COUNTRY TO HELP FOSTER THE ENGAGED AND INFORMED CITIZENS THAT PRESIDENT REAGAN KNEW WERE SO VITAL TO A HEALTHY AMERICA.-- SEE SCHEDULE O FOR CONTINUATION >THE REAGAN LEADERSHIP CENTER (RLC): THE RLC ACTIVELY INVOLVED MORE THAN 14,000 STUDENTS RANGING FROM 5TH TO 12TH GRADE IN INTERACTIVE AND IMMERSIVE SIMULATIONS HELD AT OUR CAMPUS. IN THE "OPERATION URGENT FURY" SIMULATION, INSPIRED BY THE 1983 UNITED STATES INVASION AND RESCUE MISSION IN GRENADA, STUDENTS ENGAGE IN ROLE-PLAYING ACTIVITIES TO GRASP GOVERNMENTAL FUNCTIONS AND DECISION-MAKING PROCESSES. OUR SECOND SCENARIO, "OPERATION 007," CENTERED ON THE KOREAN AIRLINES 007 SHOOTDOWN INCIDENT, UTILIZES WEB-BASED SIMULTANEOUS MULTI-PLAYER SYSTEMS TO OFFER A MORE INTRICATE GAMING EXPERIENCE. HERE, STUDENTS CONFRONT THE COMPLEXITIES OF DECISION-MAKING, NAVIGATING THE DELICATE EQUILIBRIUM BETWEEN LIBERTY AND SECURITY.>GE-REAGAN FOUNDATION SCHOLARSHIP PROGRAM: THIS SCHOLARSHIP, IN PARTNERSHIP WITH GENERAL ELECTRIC, HONORS THE LEGACY AND CHARACTER OF PRESIDENT REAGAN BY REWARDING COLLEGE-BOUND STUDENTS WHO DEMONSTRATE EXEMPLARY LEADERSHIP, DRIVE, INTEGRITY, AND CITIZENSHIP WITH FINANCIAL ASSISTANCE TO PURSUE HIGHER EDUCATION. IN 2023, OVER 13,000 STUDENTS FROM ACROSS THE UNITED STATES COMPLETED APPLICATIONS. TEN STUDENTS WERE AWARDED THE SCHOLARSHIP, WHICH PROVIDES $10,000 PER YEAR FOR FOUR YEARS. RECIPIENTS PARTICIPATED IN A SCHOLARS RETREAT AT THE REAGAN LIBRARY AND RECEIVE ONGOING PROGRAMMING AND SUPPORT TO DEVELOP THEIR LEADERSHIP SKILLS. IN TOTAL THIS PROGRAM HAS COMMITTED MORE THAN $8.62 MILLION DOLLARS TO 216 SCHOLARS REPRESENTING 41 HOME STATES.>RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLARS PROGRAM: THIS PROGRAM CELEBRATED ITS 24TH CLASS OF SCHOLARS IN 2023, EXCEEDING $892,000 IN TOTAL FUNDING SINCE THE PROGRAM'S INCEPTION TO 243 OUTSTANDING STUDENT LEADERS IN VENTURA COUNTY. THE 2023 RECIPIENTS INCLUDED 13 LOCAL HIGH SCHOOL SENIORS WHO DEMONSTRATED OUTSTANDING LEADERSHIP, CHARACTER, COMMUNICATION SKILLS, ACADEMIC ACHIEVEMENT, AND COMMITMENT TO VENTURA COUNTY. STUDENTS WERE CELEBRATED DURING AN AWARDS DINNER IN MAY.>GREAT COMMUNICATOR DEBATE SERIES: THIS SERIES IS CRAFTED WITH THE AIM OF NURTURING PROACTIVE, WELL-INFORMED, EDUCATED, AND CONSCIENTIOUS CITIZENS AND LEADERS THROUGH A NATIONWIDE ARRAY OF HIGH SCHOOL DEBATES. OVER 250 STUDENTS HAILING FROM VARIOUS CORNERS OF THE COUNTRY PARTICIPATED IN SEVEN REGIONAL QUALIFYING TOURNAMENTS, SPANNING BOTH IN-PERSON AND VIRTUAL FORMATS. COLLABORATING WITH THE NATIONAL SPEECH AND DEBATE ASSOCIATION, THE FOUNDATION ORCHESTRATED A NATIONAL CHAMPIONSHIP EVENT AT THE REAGAN LIBRARY IN JULY, FEATURING 16 NATIONAL FINALISTS. A SUM OF $50,000 IN SCHOLARSHIPS WAS DISTRIBUTED AMONG THE 16 DESERVING RECIPIENTS.> PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2023, THE WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER (APLC) OF THE REAGAN FOUNDATION CONTINUED TO FOSTER A COMMUNITY OF INFORMED AND ACTIVE CITIZEN-LEADERS BY INVOLVING STUDENTS AND EDUCATORS NATIONWIDE. THE APLC FACILITATED VARIOUS PROFESSIONAL DEVELOPMENT EVENTS SUCH AS CALIFORNIA CONSTITUTION DAY AND EDUCATION APPRECIATION NIGHT. ADDITIONALLY, IT PROVIDED ENRICHING EXPERIENCES FOR STUDENTS, INCLUDING THE MEDAL OF HONOR FORUM. THROUGH A COLLABORATIVE EFFORT WITH DISCOVERY EDUCATION, THE APLC EXTENDED ITS REACH TO OVER 200,000 PARTICIPANTS BY OFFERING COMPLIMENTARY ONLINE CURRICULUM, COURSES, FIELD TRIPS, AND IMMERSIVE EXPERIENCES.>THE REAGAN LEADERSHIP SUMMIT: THE REAGAN LEADERSHIP SUMMIT'S FOCUS IS TO BE A STUDENT-LED STUDENT ATTENDED LEADERSHIP CONFERENCE FOR THOSE OF HIGH SCHOOL AND COLLEGE AGE. PRESIDENT RONALD REAGAN WORKED ACROSS DIFFERENCES THROUGHOUT HIS LIFE AND HE EMBODIED A LEADERSHIP STYLE THAT EMPOWERED OTHERS. FROM REACHING ACROSS THE AISLE TO RIVALS OR BY ENGAGING WITH THE SOVIET UNION'S GENERAL SECRETARY MIKHAIL GORBACHEV, PRESIDENT REAGAN WORKED WITH UNLIKELY PARTNERS TO ACHIEVE SHARED GOALS. IN HIS OWN CIRCLES, HE RECOGNIZED THAT GREAT LEADERS INSPIRE OTHERS TO DO GREAT THINGS. THE 2023 REAGAN LEADERSHIP SUMMIT'S THEME WAS TO REFLECT PRESIDENT REAGAN'S COMMITMENT TO LEADERSHIP THROUGH COLLABORATION AND CULTIVATION. THE SUMMIT FOCUSED ON THE IMPORTANCE OF BUILDING COALITIONS WITH UNLIKELY PARTNERS IN ORDER TO CREATE POSITIVE CHANGE WITH A KEYNOTE ADDRESS BY AUSTIN EKELER OF THE LA CHARGERS AND VARIOUS STUDENT LEADERS FROM THE REAGAN ALUMNI NETWORK.>STUDENT LEADERSHIP PROGRAM: DURING THE PREVIOUS SUMMER, OVER 200 HIGH SCHOOL STUDENTS NATIONWIDE DELVED INTO THE LEGACY OF RONALD REAGAN, DISCOVERING THE INTERCONNECTEDNESS OF EFFECTIVE COMMUNICATION, CIVIC DUTY, AND INFORMED DECISION-MAKING IN LEADERSHIP. THROUGH OUR COMBINED VIRTUAL AND IN-PERSON SUMMER LEADERSHIP PROGRAM, WE COLLABORATED WITH EDUCATORS, COMMUNITY MENTORS, AND COLLEGE INTERNS TO GUIDE STUDENTS IN CRAFTING THEIR INDIVIDUAL LEADERSHIP ACTION PLANS. EQUIPPED WITH NEWFOUND KNOWLEDGE AND SKILLS, PROGRAM GRADUATES EMERGE READY TO ENACT POSITIVE CHANGE WITHIN THEIR COMMUNITIES OR SCHOOLS. NOTABLY, ALUMNI OF THIS PROGRAM HAVE COLLECTIVELY EARNED TENS OF THOUSANDS OF DOLLARS IN SCHOLARSHIPS. 8806447 [RONALD REAGAN INSTITUTE (RRI)]THE RI, LOCATED IN WASHINGTON, D.C., OPERATES THE FOLLOWING THREE CENTERS AND SCHOLARLY INITIATIVES WORK TO BUILD ON THE LEGACY AND IDEAS OF PRESIDENT REAGAN:>THE CENTER FOR PEACE THROUGH STRENGTH (CPTS) PROMOTES U.S. NATIONAL SECURITY POLICY GROUNDED IN PRESIDENT REAGAN'S PHILOSOPHY THAT A STRONG AMERICAN MILITARY IS THE BEST DETERRENT AGAINST AGGRESSION AND A SAFEGUARD FOR PEACE.>THE CENTER FOR CIVICS, EDUCATION, AND OPPORTUNITY (CCEO) WORKS AT THE NEXUS OF CIVICS AND EDUCATION POLICY, ANSWERING PRESIDENT REAGAN'S CALL FOR AN "INFORMED PATRIOTISM" TO ENSURE A MORE PROSPEROUS FUTURE FOR AMERICA.>THE CENTER FOR FREEDOM AND DEMOCRACY (CFD) CHAMPIONS PRESIDENT REAGAN'S VISION OF AMERICA AS A SHINING CITY ON A HILL BY HELPING TO RESTORE HIS OPTIMISTIC, CONFIDENT APPROACH TO PROMOTING FREEDOM, DEMOCRACY, AND HUMAN DIGNITY BOTH AT HOME AND ABROAD.SCHOLARLY INITIATIVES ADVANCE THE STUDY OF PRESIDENT REAGAN, HIS PRESIDENCY, AND HIS ERA THROUGH PROGRAMMING DESIGNED TO ENCOURAGE, DEVELOP, AND SHOWCASE NEW SCHOLARSHIP ON THESE SUBJECTS. REAGAN INSTITUTE PROGRAMS AND EVENTS:OCTOBER 19, 2022 | RESTORING THE MARGIN OF SAFETY IN THE 21ST CENTURY WITH SPEAKERS THE HON. JOHN LEHMAN, FORMER SECRETARY OF THE U.S. NAVY; SENATOR ROGER WICKER (R-MS); AND REPRESENTATIVE ELAINE LURIA (D-VA)OCTOBER 20-23, 2022 | AMERICAN OPPORTUNITY BOOTCAMP: >THE REAGAN INSTITUTE'S CENTER FOR CIVICS EDUCATION AND OPPORTUNITY LAUNCHED AN INTENSIVE MULTI-DAY PROGRAM THAT EXAMINES THE THEORY AND PRACTICE BEHIND REAGANISM (OR REAGANOMICS), THE PHILOSOPHY THAT DROVE PRESIDENT REAGAN'S ECONOMIC POLICIES. THE BOOTCAMP OFFERS AN OVERARCHING HISTORY AND UNDERSTANDING OF FREE-MARKET ECONOMIC POLICIES THAT GOVERNED THE REAGAN YEARS. THE PROGRAM PROVIDES STUDENTS ACCESS TO THE NATION'S LEADING ECONOMIC THOUGHT LEADERS, BUSINESS LEADERS, POLICYMAKERS, AND WORKFORCE EXPERTS. STUDENTS LEAVE THE BOOTCAMP WITH STRONG FOUNDATIONAL KNOWLEDGE AND A WORKING LEXICON IN ECONOMIC AND WORKFORCE POLICIES, AN UNDERSTANDING OF INTERSECTING RELATIONSHIPS BETWEEN EDUCATION AND WORKFORCE POLICYMAKING, AND A DIVERSE SET OF VIEWPOINTS FROM INDUSTRY LEADERS. STUDENTS EMERGE WITH AN UNDERSTANDING OF ECONOMIC FOUNDATIONS THAT PROVIDE THE CONTEXT FOR AMERICAN OPPORTUNITY. FEATURED SPEAKERS INCLUDED: ANDY PUZDER, FORMER CEO, CKE FOODS; SEC. ELAINE CHAO, 24TH U.S. SECRETARY OF LABOR, 18TH U.S. SECRETARY OF TRANSPORTATION; BEN SIMON, FOUNDER, IMPERFECT FOODS; AND JIMMY KEMP, PRESIDENT, JACK KEMP FOUNDATIONOCTOBER 26, 2022 | AMBASSADOR ROUNDTABLE WITH AMBASSADOR RICHARD BURT, AMBASSADOR ERIC EDELMAN AND AMBASSADOR PAUL WOLFOWITZOCTOBER 27, 2022 | OUR CIVICS: SAFEGUARDING AMERICAN DEMOCRACY >A DAY-LONG EVENT IN COLLABORATION WITH MORE PERFECT AND THE PARTNERSHIP FOR AMERICAN DEMOCRACY NOVEMBER 2, 2022 | SCHOLARLY INITIATIVES ROUNDTABLE: THE SECOND COLD WAR WITH AARON DONAGHYNOVEMBER 16, 2022 | NATIONAL SECURITY INNOVATION BASE ROUNDTABLE DINNER WITH FEATURED SPEAKERS SENATOR ANGUS KING (I-ME), AND DR. ALEX KARP, CEO OF PALANTIR TECHNOLOGIES NOVEMBER 17, 2022 | THE PEACEMAKER BOOK LAUNCH WITH AUTHOR DR. WILLIAM INBODEN 14436372 4970207 [THE MUSEUM] THE REAGAN MUSEUM VIVIDLY TELLS THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACY AND PRINCIPLES. IN ADDITION, THE LIBRARY'S TEMPORARY GALLERY SPACE CONTINUOUSLY SHOWCASES HISTORIC AND POP-CULTURE INFLUENCED EXHIBITS WHICH OFTEN SERVE AS A SPRINGBOARD TO COMPLEMENTARY PUBLIC AFFAIRS PROGRAMMING. WHENEVER POSSIBLE, TIES ARE DRAWN BETWEEN THE TEMPORARY EXHIBIT AND THE LIFE, PRESIDENCY, AND PRINCIPLES OF RONALD REAGAN. COLLECTIVELY, THE PERMANENT AND TEMPORARY EXHIBITS OFFER A WORLD-CLASS FAMILY DESTINATION DRAWING VISITORS FROM ACROSS OUR LOCAL COMMUNITY AND FROM AROUND THE WORLD. -- SEE SCHEDULE O FOR CONTINUATION TEMPORARY EXHIBITS>AUSCHWITZ: NOT LONG AGO. NOT FAR AWAY. (MARCH 23, 2023 JANUARY 28, 2024): IN A WEST COAST PREMIERE, THIS 12,500 SQUARE FOOT EXHIBITION BROUGHT TOGETHER MORE THAN 700 ORIGINAL AND POWERFUL OBJECTS OF GREAT HISTORIC AND HUMAN VALUE. THESE ITEMS WERE DIRECT WITNESSES OF THE HORRORS OF AUSCHWITZ AND THE HOLOCAUST THAT SERVE AS THE GUIDING THREAD OF A RIGOROUS AND MOVING ACCOUNT ON THE HISTORY OF THE CAMP AND ITS DWELLERS, BOTH VICTIMS AND PERPETRATORS. MORE BROADLY, AND CRUCIALLY, THE EXHIBITION TELLS THE STORY OF WHAT HAPPENS WHEN PEOPLE TURN A BLIND EYE TO HATRED OF OTHERS. >AMERICAN CHRISTMAS STORY (NOVEMBER 11, 2022 JANUARY 8, 2023): THIS YEAR'S CHRISTMAS EXHIBIT WAS A 5,000 SQUARE FOOT EXHIBIT CONTAINING 50 TREES, ONE DECORATED FOR EACH STATE IN THE UNITED STATES. THE EXHIBIT ALSO CONTAINED A WHITE HOUSE TREE AND FEATURED ACTUAL ORNAMENTS AND CAROLER DOLLS USED BY PRESIDENT AND MRS. REAGAN.COMMUNITY EVENTS>PRESIDENTS' DAY AND INDEPENDENCE DAY 2,719 PEOPLE ATTENDED OUR ANNUAL PRESIDENT'S DAY CELEBRATION, AND 3,503 ATTENDED OUR 4TH OF JULY FESTIVITIES. BOTH EVENTS INCLUDED LIVE MUSICAL ENTERTAINMENT, PRESIDENTIAL LOOKALIKES, AND FAMILY GAMES. OUR JULY 4TH PROGRAM ALSO INCLUDED AN UNVEILING PROGRAM FOR THE LIBRARY'S NEW STATUE OF ASTRONAUT SALLY RIDE.>MEMORIAL DAY THE REAGAN FOUNDATION HELD ITS SECOND ANNUAL MEMORIAL DAY COMMEMORATION. APPROXIMATELY 400 PEOPLE ATTENDED THE PROGRAM WHICH HONORS THE FALLEN MEN AND WOMEN WHO SERVED IN THE U.S. MILITARY. THE PROGRAM INCLUDED LIVE MUSIC, A FLYOVER, AND KEYNOTE REMARKS BY TWO SIMI VALLEY RESIDENT GOLD STAR FAMILY MEMBERS. >VETERAN'S DAY: U.S. ARMY VETERAN AND AUTHOR BRADY TAYLOR WAS THE KEYNOTE AT THIS YEAR'S VETERAN'S DAY PROGRAM. OVER 2,000 PEOPLE ATTENDED THE DAY'S EVENTS. >RONALD REAGAN'S BIRTHDAY CELEBRATION: TO HONOR PRESIDENT REAGAN, PERSONNEL FROM UNITED STATES MARINE CORPS BASE CAMP PENDLETON PLACED A WREATH ON PRESIDENT REAGAN'S GRAVESITE ON FEBRUARY 6TH. THE CEREMONY INCLUDES A 21-GUN SALUTE. THIS YEAR'S KEYNOTE WAS FORMER SECRETARY OF STATE DR. HENRY KISSINGER.THE YEAR AHEAD: FY 2024PROGRAMMING AT THE RONALD REAGAN PRESIDENTIAL LIBRARY IN SIMI VALLEY, CALIFORNIA:REAGAN FORUM PARTICIPANTS IN PERSON>KAREN PENCE (FORMER SECOND LADY OF THE U.S.); 10/17/2023>MARK LEVIN (TALK RADIO HOST); 10/21/2023>BRET BAIER (FOX NEWS HOST); 10/26/2023>OREN SCHNEIDER (AUTHOR); 11/16/2023>RICHARD HUROWITZ (AUTHOR); 12/5/2023>NEWT GINGRICH (FORMER SPEAKER OF THE HOUSE); 1/10/2024>AUDREY BIRNBAUM (AUTHOR); 1/11/2024>NECHAMA BIRNBAUM (AUTHOR); 1/18/2024>RAND PAUL (U.S. SENATOR); 2/20/2024>CHRIS SUNUNU (NEW HAMPSHIRE GOVERNOR); 3/20/2024>ANITA MCBRIDE (AUTHOR); 5/8/2024REAGAN FORUM PARTICIPANTS VIRTUAL> CRAIG SHIRLEY (AUTHOR); 3/13/2024ADDITIONAL PROGRAMMING IN PERSON>SURVIVORS PLAY: AS PART OF OUR PROGRAMMING FOR THE AUSCHWITZ EXHIBITION, THE REAGAN FOUNDATION HOSTED A LIVE PLAY ON OCTOBER 15, 2023, WHICH TEACHES THE CHRONOLOGICAL HISTORY OF THE HOLOCAUST BY ENACTING THE ACTUAL EXPERIENCES OF JEWISH CHILDREN AND TEENAGERS FROM EUROPE. >THE REAGAN NATIONAL DEFENSE FORUM WAS HELD ON DECEMBER 1-2, 2023, WITH FEATURED SPEAKERS: HON. LLOYD AUSTIN, U.S. SECRETARY OF DEFENSE, AND HON. GINA RAIMONDO, U.S. SECRETARY OF COMMERCE.>MENORAH LIGHTING CEREMONY FOR THE FIRST TIME IN OVER A DECADE, THE REAGAN FOUNDATION HOSTED A MENORAH LIGHTING CEREMONY ON THE FIRST NIGHT OF HANUKAH (DECEMBER 7, 2023) AT THE REAGAN LIBRARY. THE PROGRAM WAS IN PARTNERSHIP WITH THE CHABAD OF SIMI VALLEY.>CHARTERS OF FREEDOM GROUNDBREAKING ON FEBRUARY 19, 2024 PRESIDENT'S DAY, THE REAGAN FOUNDATION HELD A GROUNDBREAKING CEREMONY FOR ITS NEW CHARTERS OF FREEDOM MONUMENT. THE MONUMENT INCLUDES STONE COPIES OF THE DECLARATION OF INDEPENDENCE, THE BILL OF RIGHTS, AND THE CONSTITUTION. THE CHARTERS OF FREEDOM MONUMENT NOW ALSO HAS A DISPLAY ON CIVIL RIGHTS WHICH INCLUDES THE FOLLOWING 5 CONSTITUTIONAL AMENDMENTS: 13, 14, 15, 19, AND 24.>HONORING THE LIFE AND LEGACY OF RONALD REAGAN TWENTY YEARS AGO, THE WORLD LOST A GREAT LEADER. ON JUNE 5, 2024, THE FOUNDATION WILL HOST A PROGRAM TO REFLECT ON OUR 40TH PRESIDENT'S IMPACT, ON BOTH DOMESTIC AND FOREIGN POLICY. PANELISTS WILL ASSESS HIS PRESIDENCY'S INFLUENCE OVER THE PAST TWENTY YEARS AND HOW IT WILL CONTINUE TO SHAPE AMERICA AND THE WORLD, AND WILL INCLUDE KEN ADELMAN, ART LAFFER, KT MCFARLAND, AND STEPHEN MOORE.>COMMEMORATING THE 80TH ANNIVERSARY OF D-DAY EIGHTY YEARS AGO, THE TIDES OF WWII CHANGED THROUGH OPERATION OVERLORD AND THE LANDINGS ON D-DAY. PRESIDENT REAGAN BRILLIANTLY MARKED THAT DAY IN 1984 WHEN HE DELIVERED ONE OF HIS MOST FAMOUS SPEECHES HIGHLIGHTING THE SELFLESS AND HEROIC ACTIONS OF THE "BOYS OF POINTE DU HOC." PANELISTS WILL PROVIDE A HISTORICAL LOOK AT OUR WORLD 80 YEARS AGO, AND ADDRESS THE IMPLICATIONS OF PRESIDENT REAGAN'S PEACE THROUGH STRENGTH POLICIES ON TODAY'S WORLD AND INCLUDE AMBASSADOR RICHARD BURT, JIM KUHN, MATT KROENIG, AND LISA ZANATTA HENN.PROGRAMMING HELD AT THE REAGAN INSTITUTE IN WASHINGTON, D.C IN PERSON:>NOVEMBER 9, 2023 | DEDICATION OF POPE JOHN PAUL II STATUE >JANUARY 25, 2023 | BEYOND THE SCIF, BIOSECURITY AND THE WEAPONIZATION OF ARTIFICIAL INTELLIGENCE SPEAKERS: REP. BRAD WENSTRUP (R-OH) MR. HIRSCH JAIN, HEAD OF PUBLIC HEALTH AND SENIOR VICE PRESIDENT, FEDERAL AT PALANTIR TECHNOLOGIES DR. MICHELLE ROZO, VICE CHAIR, NATIONAL SECURITY COMMISSION ON EMERGING BIOTECHNOLOGY SEN. JIM TALENT (R-MO), FORMER VICE-CHAIR OF THE COMMISSION ON THE PREVENTION OF WEAPONS OF MASS DESTRUCTION PROLIFERATION AND TERRORISM HON. KEN WAINSTEIN, UNDER SECRETARY FOR INTELLIGENCE AND ANALYSIS, DEPARTMENT OF HOMELAND SECURITY>FEBRUARY 2, 2024 | PROMOTING FREEDOM AT HOME AND ABROAD (ROUNDTABLE DISCUSSION) >FEBRUARY 13, 2024 | "GET ME CARLUCCI" BOOK EVENT SPEAKER: KRISTIN WEED CARLUCCI (AUTHOR) >MARCH 6, 2024 | "SEARCHING FOR REAGAN" BOOK EVENT SPEAKER: CRAIG SHIRLEY (AUTHOR) >MARCH 11, 2024 | WORLD LIBERTY CONGRESS RECEPTION SPEAKERS: LEOPOLDO LOPEZ, VENEZUELAN OPPOSITION LEADER MASIH ALINEJAD, IRANIAN-AMERICAN JOURNALIST AND AUTHOR>MARCH 13, 2024 | CIVIC LEARNING WEEK WEBINAR: ACTIVE VS. ACTIVIST CITIZENSHIP >MARCH 16, 2024 | CIVIC LEADERS FELLOWSHIP GRADUATION SPEAKER: HON. PETER FELDMAN, COMMISSIONER OF THE U.S. CONSUMER PRODUCT SAFETY COMMISSION >MARCH 20, 2024 | NATIONAL SECURITY INNOVATION BASE SUMMIT FEATURED SPEAKERS: DR. KATHLEEN HICKS, U.S. DEPUTY SECRETARY OF DEFENSE SEN. JONI ERNST, U.S SENATOR (R-IA) HON. ANNE NEUBERGER, DEPUTY NATIONAL SECURITY ADVISOR FOR CYBER AND EMERGING TECHNOLOGIES HON. HEIDI SHYU, U.S. UNDERSECRETARY OF DEFENSE FOR RESEARCH AND ENGINEERING REP. ROB WITTMAN, VICE CHAIRMAN, HOUSE ARMED SERVICES COMMITTEE SEN. TODD YOUNG, U.S. SENATOR (R-IN) REP. ADAM SMITH, CHAIRMAN, HOUSE ARMED SERVICES COMMITTEE >APRIL 11, 2024 | "UNRAVELING THE GRAY AREA PROBLEM" BOOK LAUNCH SPEAKER: PROFESSOR LUKE GRIFFITH (AUTHOR) >APRIL 18, 2024 | NATIONAL CIVIC COLLABORATORY >MAY 2, 2024 | COLD WAR CONFERENCE IN PARTNERSHIP WITH GEORGE WASHINGTON UNIVERSITY >MAY 22 - 23, 2024 | REAGAN INSTITUTE SUMMIT ON EDUCATION >JUNE - JULY, 2024 | ACADEMY FOR CIVIC EDUCATION AND DEMOCRACY >JUNE 2024 | REAGAN INSTITUTE STRATEGY GROUP >SEPTEMBER 26 - 29 | PEACE THROUGH STRENGTH BOOTCAMP 1379359 689858 [CENTER OF PUBLIC AFFAIRS IN SIMI VALLEY, CALIFORNIA AND THE CENTER ON CIVILITY AND DEMOCRACY][CCD] THE CENTER ON CIVILITY AND DEMOCRACY PROMOTES SOLUTIONS THAT STRENGTHEN OUR DEMOCRACY, INCLUDING PROMOTING CIVIL DISCOURSE, FINDING COMMON GROUND, AND FOSTERING INFORMED PATRIOTISM.[CENTER OF PUBLIC AFFAIRS IN SIMI VALLEY, CALIFORNIA] A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA, AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCY. ALL SPEAKERS AND PANELS ARE KNOWN AS "REAGAN FORUMS," UNLESS SPECIFIED OTHERWISE. IN ADDITION TO OUR REGULAR PROGRAMMING, IN FISCAL YEAR 2023 WE CONCLUDED OUR TIME FOR CHOOSING SPEAKER SERIES, WHICH IS A FORUM FOR LEADING VOICES TO ADDRESS CRITICAL QUESTIONS FACING THE FUTURE OF THE CONSERVATIVE MOVEMENT. FISCAL YEAR 2023 ALSO INCLUDED A REPUBLICAN CANDIDATES PRESIDENTIAL DEBATE. -- SEE SCHEDULE O FOR CONTINUATIONREAGAN FORUM PARTICIPANTS - IN-PERSON> DICK EBERSOL (TELEVISION PRODUCER); 10/3/2022> NIKKI HALEY (FORMER AMBASSADOR TO THE UNITED NATIONS): 10/14/2022> RAYMOND ARROYO (AUTHOR); 10/18/2022> GORDON SONDLAND (FORMER AMBASSADOR TO THE EUROPEAN UNION): 11/10/2022> DAVID LENGA (HOLOCAUST SURVIVOR): 11/10/2022> JOE ALEXANDER (HOLOCAUST SURVIVOR): 11/10/2022> MIKE PENCE (FORMER VICE PRESIDENT OF THE UNITED STATES); 11/17/2022> WILLIAM INBODEN (AUTHOR); 1/18/2023> TREY GOWDY (FOX NEWS AND AUTHOR); 1/31/2023> MIKE POMPEO (FORMER U.S. SECRETARY OF STATE); 2/8/2023> RON DESANTIS (GOVERNOR OF FLORIDA); 3/5/2023> DAVE MCCORMICK (AUTHOR); 3/16/2023> RAYMOND ARROYO (AUTHOR); 3/29/2023> TOVA FRIEDMAN (HOLOCAUST SURVIVOR); 4/2/2023> TSAI ING-WEN (PRESIDENT OF TAIWAN); 4/5/2023> KEVIN MCCARTHY (SPEAKER OF THE HOUSE); 4/5/2023> LARRY LOFTIS (AUTHOR); 4/12/2023> CELINA KARP BINIAZ (HOLOCAUST SURVIVOR); 6/25/2023TIME FOR CHOOSING PARTICIPANTS- IN-PERSON>ASA HUTCHINSON (GOVERNOR OF ARKANSAS); 11/30/2022>CONDOLEEZZA RICE (FORMER U.S. SECRETARY OF STATE); 3/8/2023/2022>RONNA MCDANIEL (CHAIRWOMAN OF THE RNC); 4/20/2023>GLENN YOUNGKIN (GOVERNOR OF VIRGINIA); 5/1/2023>SHELLEY MOORE CAPITO (U.S. SENATOR); 5/22/2023>FRANCIS SUAREZ (MAYOR OF MIAMI); 6/15/2023SPECIAL EVENTS IN PERSON>FOX BUSINESS REPUBLICAN PRIMARY DEBATE WITH PARTNERS REAGAN FOUNDATION, UNIVISION AND RUMBLE ON SEPTEMBER 27, 2023, THE REAGAN FOUNDATION HOSTED THE SECOND REPUBLICAN CANDIDATES DEBATE OF THE 2023-2024 ELECTION CYCLE AT THE RONALD REAGAN PRESIDENTIAL LIBRARY AND MUSEUM. SEVEN CANDIDATES TOOK THE STAGE: NORTH DAKOTA GOVERNOR DOUG BURGUM, FORMER NEW JERSEY GOVERNOR CHRIS CHRISTIE, FLORIDA GOVERNOR RON DESANTIS, FORMER AMBASSADOR TO THE UNITED NATIONS NIKKI HALEY, FORMER VICE PRESIDENT MIKE PENCE, ENTREPRENEUR VIVEK RAMASWAMY, AND SENATOR TIM SCOTT. FOX NEWS HOST DANA PERINO, FOX BUSINESS NETWORK HOST STUART VARNEY, AND UNIVISION ANCHOR ILIA CALDERON MODERATED. >AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, ON AUGUST 8, 2023, THE REAGAN FOUNDATION HOSTED A DOCUMENTARY SCREENING OF EVA'S PROMISE, WHICH TELLS THE STORY OF ANNE FRANK'S STEPSISTER, EVA SCHLOSS.>AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, ON JUNE 14, 2023, THE REAGAN FOUNDATION HOSTED A DOCUMENTARY SCREENING OF THE LABYRINTH: THE TESTIMONY OF MARIAN KOLODZIEJ, WHICH TELLS THE STORY OF AUSCHWITZ SURVIVOR MARIAN KOLODZIEJ, AS SHOWN THROUGH IS ART. 1379359 689858 27647023 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 107 0 1 175 1 1 1 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MO MS MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X X X PREE KARUNARATNE 8055772717 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 930650600 JOHN D HEUBUSCH EXECUTIVE DIRECTOR 40.00 X 605000 0 78743 ROGER ZAKHEIM DIRECTOR OF THE REAGAN INS 40.00 X 532480 0 78743 KEEGAN MICHELLE POWERS CHIEF DEVELOPMENT OFFICER 40.00 X 284231 0 45623 COCHRAN ROBERT A DIRECTOR OF DEVELOPMENT - 40.00 X 279193 0 24840 JERRY ZUK CHIEF FINANCIAL OFFICER 40.00 X 267864 0 44481 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 40.00 X 237216 0 53167 GILLER MELISSA MICHELLE CHIEF MARKETING OFFICER 40.00 X 216746 0 49176 HEIST-LEVINE DUSTIN DIRECTOR OF MAJOR GIFTS 40.00 X 190312 0 47707 HOFF RACHEL M POLICY DIRECTOR - WASHINGT 40.00 X 182369 0 18281 KARUNARATNE PRIYANTHI CHIEF FINANCIAL OFFICER 40.00 X 171475 0 34505 PENNAY ANTHONY CHIEF LEARNING OFFICER 40.00 X 161510 0 31109 ROSEN KATHARINE FLETCHER DIRECTOR OF DEVELOPMENT - 40.00 X 156385 0 13027 JAVIER III ALMARIO D SENIOR DATA ARCHITECT & SY 40.00 X 155760 0 33361 TRAN JANET C ASSOCIATE DIRECTOR OF EDUC 40.00 X 153871 0 24062 TRULIO DAVID V PRESIDENT AND CHIEF EXECUTIVE OFFICER 40.00 X 0 0 0 FREDERICK J RYAN JR CHAIRMAN 1.00 X 0 0 0 CATHERINE G BUSCH SECRETARY 1.00 X 0 0 0 RICK J CARUSO TRUSTEE 1.00 X 0 0 0 MICHAEL P CASTINE TRUSTEE 1.00 X 0 0 0 ELAINE L CHAO TRUSTEE 1.00 X 0 0 0 STEVE FORBES TRUSTEE 1.00 X 0 0 0 BRADFORD M FREEMAN TRUSTEE 1.00 X 0 0 0 ANDREW J LITTLEFAIR TRUSTEE 1.00 X 0 0 0 JOE LONSDALE TRUSTEE 1.00 X 0 0 0 SUSAN R MCCAW TRUSTEE 1.00 X 0 0 0 LACHLAN MURDOCH TRUSTEE 1.00 X 0 0 0 RUPERT MURDOCH TRUSTEE 1.00 X 0 0 0 PEGGY NOONAN TRUSTEE 1.00 X 0 0 0 THEODORE B OLSON TRUSTEE 1.00 X 0 0 0 GERALD L PARSKY TRUSTEE 1.00 X 0 0 0 JIM PATTISON TRUSTEE 1.00 X 0 0 0 CONDOLEEZZA RICE TRUSTEE 1.00 X 0 0 0 JOHN F W ROGERS TRUSTEE 1.00 X 0 0 0 PAUL RYAN TRUSTEE 1.00 X 0 0 0 BEN C SUTTON JR TREASURER 1.00 X 0 0 0 ROBERT H TUTTLE TRUSTEE 1.00 X 0 0 0 PETE WILSON TRUSTEE 1.00 X 0 0 0 3594412 0 576825 20 1 1 0 PRESTIGE MAINTENANCE & EVENTS PO BOX 941723 SIMI VALLEY CA 93094 MAINTENANCE & CONSTRUCTION 802537 BILL CLOUTIER ELECTRIC 17446 STAGG ST NORTHRIDGE CA 91325 ELECTRICIAN 224240 SNELL & WILMER LLP 1 EAST WASHINGTON ST SUITE 2700 PHOENIX AZ 85004 LEGAL 215756 CHAS FAGAN 1533 STERLING ROAD CHARLOTTE NC 28209 SCULPTOR/STATUE MAKER 202396 TSE CONSULTING PO BOX 2706 LA JOLLA CA 92037 CONSULTING 120000 6 23337300 24243 23337300 VISITOR SERVICES 900099 4970207 4970207 FOUNDATION SPECIAL EVENT FEES 900099 689858 689858 5660065 3760132 3760132 1062769 1062769 1250073 556011 694062 694062 694062 1878032 675605 1202427 1202427 1202427 2520471 1199886 1320585 1196886 123699 37037340 6856951 123699 6719390 X 421471 421471 3533239 2050879 408843 1073517 4540187 3560151 578810 401226 570639 339396 87947 143296 958341 661913 126728 169700 600380 437824 52293 110263 435721 435721 84897 84897 88688 88688 1205103 1062025 112370 30708 1398690 1306434 90000 2256 25267 13407 10226 1634 312731 3552 309179 2966463 2883000 64871 18592 765499 455703 46944 262852 32765 32765 606600 606600 4936621 4888787 43223 4611 868058 761941 106117 EVENT EXPENSES 3719507 3497871 2587 219049 FOUNDATION EXHIBITS 2215598 2215598 CONTRACTED SERVICES 1614951 1087767 386491 140693 PRINTING & PUBLICATIONS 429302 406690 22612 3818868 1559849 990480 1268539 36149586 27647023 4544327 3958236 9653661 12601863 58189911 38159962 583615 869689 834953 968514 1218553 1157747 176509442 87344325 92494199 89165117 218556837 261017563 4998946 7982472 386530675 411922927 2647097 4509642 6338486 9585278 9050394 9045419 818932 3827092 18854909 26967431 X 186065469 191785746 181610297 193169750 367675766 384955496 386530675 411922927 X 887754 16391969 7 X 0 1 X 1 0 X 19333767 14303002 22717222 19747128 23337300 99438419 19333767 14303002 22717222 19747128 23337300 99438419 1808257 97630162 5609146 4280432 3106675 5047186 6072974 24116413 123554832 31799389 0.79020 0.74070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 238497927 21050000 20687231 21579563 258655595 267125902 4101867 -31000502 1729340 238497927 225647926 793529 42127801 1443354 267125902 222190607 5159766 1702447 225647926 211394903 4199730 8002907 1406933 222190607 0 0 24227916 24227916 116389620 58139273 58250347 35642778 29205052 6437726 249128 249128 89165117 PRIVATE EQUITY SECURITIES 50404918 F EQUITY MUTUAL FUNDS 96253315 F TRUST FUNDS HELD BY OTHERS 377129 F FIXED INCOME MUTUAL FUNDS 113982201 F 261017563 FINANCED LEASE LIABLITY 584074 OPERATING LEASE LIABILITY 3243018 3827092 54698539 16391969 1269230 17661199 37037340 0 37037340 37418809 1269231 1269231 36149578 8 8 36149586 PART III, LINE 4: NATIONAL ARCHIVES AND RECORDS ADMINISTRATION ("NARA") MAINTAINS THE COLLECTION FOR THE FOUNDATION. UPON COMPLETION OF THE LIBRARY'S CONSTRUCTION IN 1991, NARA ASSUMED RESPONSIBILITY FOR THE OPERATION, SECURITY AND MAINTENANCE OF THE LIBRARY AS A PRESIDENTIAL ARCHIVAL DEPOSITORY. HOWEVER, THE OPERATION AND MAINTENANCE OF CERTAIN PORTIONS OF THE CAMPUS, INCLUDING THE AREAS DESIGNED FOR THE MUSEUM STORE, THE AIR FORCE ONE PAVILION AND THE FOUNDATION OFFICES REMAIN THE RESPONSIBILITY OF THE FOUNDATION. IN FEBRUARY 2016 THE FOUNDATION ASSUMED RESPONSIBILITY FOR VISITOR SERVICES AND OPERATES THE ADMISSIONS AREA OF THE MUSEUM. ACCOUNTS RECEIVABLE FROM NARA AMOUNTED TO $363,316 AND $68,657 AT SEPTEMBER 30, 2023 AND 2022, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 1,199,886. RENTAL EXPENSES NETTED AGAINST REVENUE 556,011. PROVISION FOR DOUBTFUL PLEDGES -486,667. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 1,199,886. RENTAL EXPENSES NETTED AGAINST REVENUE 556,011. PROVISION FOR DOUBTFUL PLEDGES -486,666. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 8. X X X X X X 1 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAIL CONSULTING 0 1115025 890597 224428 DIRECT MAIL PROCESSORS 1150 CONRAD CT HAGERSTOWN MD 21740 DIRECT MAIL PROCESSING 0 0 44875 -44875 1115025 935472 179553 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY MO DC 1 GE REAGAN SCHOLARS AND VENTURA COUNTY SCHOLARSHIPS 56 421471 PART I, LINE 2: TO ENSURE APPROPRIATE USE OF THE SCHOLARSHIP FUNDS, THEY ARE SENT TO THE STUDENT'S SCHOOL WITH GUIDANCE FOR USE AND INSTRUCTIONS TO RETURN THE FUNDS IF THEY ARE NOT USED. X X X X X 0 0 0 0 0 0 0 0 0 JOHN D HEUBUSCH EXECUTIVE DIRECTOR 455000 0 150000 0 0 0 46958 0 31785 0 683743 0 0 0 ROGER ZAKHEIM DIRECTOR OF THE REAGAN INS 432480 0 100000 0 0 0 46958 0 31785 0 611223 0 0 0 KEEGAN MICHELLE POWERS CHIEF DEVELOPMENT OFFICER 259231 0 25000 0 0 0 23604 0 22019 0 329854 0 0 0 COCHRAN ROBERT A DIRECTOR OF DEVELOPMENT - 243493 0 35700 0 0 0 21816 0 3024 0 304033 0 0 0 JERRY ZUK CHIEF FINANCIAL OFFICER 247864 0 20000 0 0 0 22462 0 22019 0 312345 0 0 0 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 227216 0 10000 0 0 0 20591 0 32576 0 290383 0 0 0 GILLER MELISSA MICHELLE CHIEF MARKETING OFFICER 196746 0 20000 0 0 0 17467 0 31709 0 265922 0 0 0 HEIST-LEVINE DUSTIN DIRECTOR OF MAJOR GIFTS 176312 0 14000 0 0 0 16051 0 31656 0 238019 0 0 0 HOFF RACHEL M POLICY DIRECTOR - WASHINGT 168369 0 14000 0 0 0 16042 0 2239 0 200650 0 0 0 KARUNARATNE PRIYANTHI CHIEF FINANCIAL OFFICER 161475 0 10000 0 0 0 14459 0 20046 0 205980 0 0 0 PENNAY ANTHONY CHIEF LEARNING OFFICER 161510 0 0 0 0 0 16151 0 14958 0 192619 0 0 0 ROSEN KATHARINE FLETCHER DIRECTOR OF DEVELOPMENT - 151385 0 5000 0 0 0 1767 0 11260 0 169412 0 0 0 JAVIER III ALMARIO D SENIOR DATA ARCHITECT & SY 147760 0 8000 0 0 0 13390 0 19971 0 189121 0 0 0 TRAN JANET C ASSOCIATE DIRECTOR OF EDUC 142671 0 11200 0 0 0 12833 0 11229 0 177933 0 0 0 X 238 24243 0 0 0 FORM 990, PART I, LINE 1 WE ARE FUNDED PRIMARILY THROUGH PRIVATE GIFTS AND DONATIONS, AND WE HONOR THE LIFE OF RONALD REAGAN, ONE OF THE GREATEST AND MOST ADMIRED PRESIDENTS IN AMERICAN HISTORY. FOR THE FISCAL YEAR, 287,036 VISITORS TOURED THROUGH THE REAGAN LIBRARY (A 29% INCREASE), OF WHICH 25,851 WERE STUDENT GROUPS (A 219% INCREASE). ANOTHER 37,281 GUESTS CAME UP TO THE LIBRARY'S HILLTOP TO PARTICIPATE IN A PROGRAM OR EVENT (A 27% INCREASE). JUST OVER 2,000 GUESTS ATTENDED IN-PERSON EVENTS AND PROGRAMS AT OUR INSTITUTE OFFICES IN WASHINGTON, D.C. (A 187% INCREASE). OVER 115,000 GUESTS VIEWED OUR EVENT PROGRAMMING THROUGHOUT FISCAL YEAR 2023, WHICH AIRED ON OUR YOUTUBE CHANNEL (WWW.YOUTUBE.COM/REAGANFOUNDATION). DECEMBER 1, 2022 | REAGAN NATIONAL DEFENSE SURVEY: >THE REAGAN NATIONAL DEFENSE SURVEY IS A PUBLIC OPINION POLL THAT ASSISTS ELECTED OFFICIALS, POLICYMAKERS, AND KEY STAKEHOLDERS WITH UNDERSTANDING HOW AMERICANS VIEW A WIDE ARRAY OF DEFENSE, FOREIGN POLICY, AND NATIONAL SECURITY MATTERS. DECEMBER 2-3, 2022 | REAGAN NATIONAL DEFENSE FORUM: >THE ANNUAL CONVENING BRINGS TOGETHER LEADERS FROM ACROSS THE POLITICAL SPECTRUM AND KEY STAKEHOLDERS IN THE DEFENSE COMMUNITY, INCLUDING MEMBERS OF CONGRESS, CURRENT AND FORMER ADMINISTRATION OFFICIALS, SENIOR CIVILIAN AND UNIFORMED MILITARY LEADERSHIP, INDUSTRY EXECUTIVES, TECHNOLOGY INNOVATORS, AND THOUGHT LEADERS. THEIR MISSION IS TO REVIEW AND ASSESS POLICIES THAT STRENGTHEN AMERICA'S NATIONAL DEFENSE IN THE CONTEXT OF THE GLOBAL THREAT ENVIRONMENT. RNDF OFFERS THE DEFENSE COMMUNITY A CHANCE TO COME TOGETHER TO DISCUSS AND DEBATE HOW THE UNITED STATES CAN LEAD THE WORLD IN AN ERA OF INCREASINGLY COMPLEX CHALLENGES AND OPPORTUNITIES. FEATURED SPEAKERS INCLUDED THE HON. LLOYD AUSTIN, U.S. SECRETARY OF DEFENSE, AND THE HON. AVRIL HAINES, U.S. DIRECTOR OF NATIONAL INTELLIGENCE. FEBRUARY 1, 2023 | DISSENT AND PERSECUTION IN RUSSIA: >FROM FATHER EDELSTEIN TO VLADIMIR KARA-MURZA WITH SPEAKERS EVGENIA KARA-MURZA, ADVOCACY COORDINATOR, FREE RUSSIA FOUNDATION; NATALIA ARNO, PRESIDENT AND FOUNDER, FREE RUSSIA FOUNDATION; AMB. ANDREW BREMBERG, PRESIDENT, VICTIMS OF COMMUNISM MEMORIAL FOUNDATION; AND JAMIE FLY, PRESIDENT AND CEO, RADIO FREE EUROPE/RADIO LIBERTY FEBRUARY 21, 2023 | SCHOLARLY INITIATIVES ROUNDTABLE: GEORGE SHULTZ - IN THE NATION'S SERVICE WITH PHILIP TAUBMAN MARCH 13, 2023 | NATIONAL SECURITY INNOVATION BASE SUMMIT AND REPORT CARD: >THE FIRST ANNUAL NATIONAL SECURITY INNOVATION BASE SUMMIT TOOK PLACE ON MARCH 13-14, 2023. AT THE SUMMIT, THE INSTITUTE LAUNCHED ITS INAUGURAL NATIONAL SECURITY INNOVATION BASE REPORT CARD A FIRST-OF-ITS-KIND ASSESSMENT TO MEASURE THE HEALTH, RESILIENCE, AND EFFECTIVENESS OF AMERICA'S INNOVATION BASE AND MAKE POLICY RECOMMENDATIONS. DISTINGUISHED SPEAKERS INCLUDED THE HON. WILLIAM LAPLANTE, UNDER SECRETARY DEFENSE FOR ACQUISITION AND SUSTAINMENT, THE HON. DOUG BUSH, ASSISTANT SECRETARY OF THE ARMY FOR ACQUISITION, LOGISTICS, AND TECHNOLOGY, SENATOR MIKE ROUNDS, SOUTH DAKOTA, AND THE HON. ERIC FANNING, PRESIDENT AND CEO OF THE AEROSPACE INDUSTRIES ASSOCIATION. MARCH 29, 2023 | WHITE HOUSE SUMMIT FOR DEMOCRACY RECEPTION WITH KEYNOTE SPEAKER MR. JON FINER, DEPUTY NATIONAL SECURITY ADVISOR. MAY 20 - 21, 2023 | REAGAN JACKSON SECURITY DIALOGUE: >THE REAGAN JACKSON SECURITY DIALOGUE, WHICH WAS RUN IN PARTNERSHIP WITH THE HENRY JACKSON SOCIETY AND TOOK PLACE IN CAMBRIDGE, UK, BROUGHT TOGETHER A BIPARTISAN CONGRESSIONAL DELEGATION AS WELL AS MEMBERS OF PARLIAMENT AND KEY STAKEHOLDERS FROM BOTH THE US AND UK NATIONAL SECURITY COMMUNITIES. DISCUSSIONS FOCUSED ON POLICIES TO STRENGTHEN ALLIED DEFENSE IN THE CONTEXT OF THE GLOBAL THREAT ENVIRONMENT, INCLUDING THE NATIONAL SECURITY CHALLENGES POSED BY CHINA AND RUSSIA, AND EXPLORED OPPORTUNITIES FOR DEEPER TRANSATLANTIC COOPERATION. MAY 24 - 25 | REAGAN INSTITUTE SUMMIT ON EDUCATION: >THE REAGAN INSTITUTE SUMMIT ON EDUCATION, OR RISE, IS A BIPARTISAN CONVENING THAT EXAMINES THE HEALTH OF THE AMERICAN EDUCATION SYSTEM. EACH YEAR, RISE BRINGS TOGETHER HUNDREDS OF LEADERS AND KEY STAKEHOLDERS IN EDUCATION INCLUDING MEMBERS OF CONGRESS, GOVERNORS, CABINET SECRETARIES, HIGHER EDUCATION ADMINISTRATORS, AND LEADERS FROM THE DEPARTMENT OF EDUCATION AND INDUSTRY TO EXAMINE THE CHALLENGES AND FORTIFY THE STRENGTHS OF THE U.S. EDUCATION SYSTEM. THE 2023 SUMMIT FEATURED DISTINGUISHED SPEAKERS INCLUDING DR. JILL BIDEN, FIRST LADY OF THE UNITED STATES, THE HON. ASA HUTCHINSON, FORMER GOVERNOR OF ARKANSAS, THE HON. WES MOORE, GOVERNOR OF MARYLAND, AND THE HON. JAMES KVAAL, U.S. UNDER SECRETARY OF EDUCATION. JUNE 14, 2023 | A VOICE IN THEIR OWN DESTINY BOOK LAUNCH WITH DR. ANTHONY EAMES (AUTHOR). JUNE 25, 2023 | REAGAN INSTITUTE SUMMER SURVEY: >THE REAGAN INSTITUTE SUMMER SURVEY IS A PUBLIC OPINION POLL THAT ASSISTS ELECTED OFFICIALS, POLICYMAKERS, AND KEY STAKEHOLDERS WITH UNDERSTANDING HOW AMERICANS VIEW A WIDE ARRAY OF FOREIGN POLICY AND NATIONAL SECURITY MATTERS. FEBRUARY AND JULY, 2023 | REAGAN INSTITUTE STRATEGY GROUP: >THE REAGAN INSTITUTE STRATEGY GROUP (RISG) CONVENES TWICE EACH YEAR GATHERING LEADERS WITH EXTENSIVE EXPERIENCE IN NATIONAL SECURITY TO STUDY, DEVELOP AND PROMOTE U.S. FOREIGN POLICY PRINCIPLES AND PRIORITIES FOR THE 21ST CENTURY. THE GROUP CONVENES BI-ANNUALLY IN THE WINTER AND SUMMER FEATURING DISCUSSIONS WITH A VARIETY OF NATIONAL SECURITY EXPERTS LIKE FORMER VICE PRESIDENT MIKE PENCE, FORMER NATIONAL SECURITY ADVISOR ROBERT O'BRIEN, FORMER NATIONAL SECURITY ADVISOR JOHN BOLTON, FORMER GOVERNOR CHRIS CHRISTIE, SENATOR LINDSEY GRAHAM, REPRESENTATIVE MIKE TURNER, AND REPRESENTATIVE MICHAEL MCCAUL. JUNE - JULY, 2023 | LEADERSHIP AND THE AMERICAN PRESIDENCY: >THE LTAP PROGRAM IS AN OPPORTUNITY FOR UNDERGRADUATE STUDENTS FROM ACROSS THE COUNTRY TO SPEND A SUMMER OR SEMESTER IN WASHINGTON, DC, IMMERSED IN AN EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS IN THE PROGRAM TAKE AN ACCREDITED COURSE, THE AMERICAN PRESIDENCY, SERVE AS INTERNS IN A FIELD ALIGNED WITH THEIR INTERESTS AND SKILL SETS, AND BUILD PROFESSIONAL SKILLS THROUGH WORKSHOPS AND SPECIAL EVENTS. STUDENTS WHO HAVE PARTICIPATED IN THE PROGRAM HAVE CITED LTAP AS A TRANSFORMATIVE EXPERIENCE IN THEIR LEADERSHIP JOURNEYS. FEATURED SPEAKERS INCLUDED: REP. MARK GREEN, TN-07, REP. HALEY STEVENS, MI-11, AMB. KRISTEN SILVERBERG, AND GOV. LARRY HOGAN. JULY 12, 2023 | ACROSS THE AISLE SPEAKER SERIES: >PRESIDENT REAGAN AND SPEAKER OF THE HOUSE THOMAS "TIP" O'NEILL REPEATEDLY REACHED ACROSS THE AISLE, DESPITE FIERCE IDEOLOGICAL AND POLITICAL DIFFERENCES, TO ENGAGE IN BIPARTISAN NEGOTIATION FOR THE BETTERMENT OF THE COUNTRY. IN HIS FEBRUARY 1981 ADDRESS TO CONGRESS, PRESIDENT REAGAN TOLD FELLOW LAWMAKERS THAT THE AMERICAN PEOPLE "DON'T DEMAND MIRACLES" BUT THEY DO "EXPECT US TO ACT. LET US ACT TOGETHER." WE HOPE TO INVOKE THIS LEGACY WITH TODAY'S LEADERS AS WE WORK TOWARDS STRENGTHENING OUR DEMOCRACY AND DISCOURSE. SPEAKERS INCLUDED REPRESENTATIVES MARK GREEN (R-TN) AND HALEY STEVENS (D-MI). AUGUST 3-5, 2023 | AGE OF REAGAN CONFERENCE >THE AGE OF REAGAN CONFERENCE IS THE SIGNATURE SCHOLARLY CONVENING OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE. IT CONNECTS SCHOLARS TO NEW RESEARCH OPPORTUNITIES AND FOSTERS A COMMUNITY OF EXPERTS WORKING ON ISSUES RELATED TO RONALD REAGAN'S LIFE, LEGACY AND PRESIDENCY. SPEAKERS INCLUDED PROF. STEVEN HAYWARD, UNIVERSITY OF CALIFORNIA, BERKELEY, PROF. BETH FISCHER, UNIVERSITY OF TORONTO, PROF. WILLIAM INBODEN, UNIVERSITY OF FLORIDA, FMR. U.S. REP. HAL DAUB, FMR. U.S. REP. DAVID DREIER, AND FMR. U.S. SEN. PHIL GRAMM. SEPTEMBER 7, 2023 | THE FIGHT FOR FREEDOM: >JIMMY LAI AND DEMOCRACY IN HONG KONG WITH SPEAKERS SEBASTIAN LAI, SON OF JIMMY LAI AND LEADER OF THE CAMPAIGN TO SECURE HIS FATHER'S FREEDOM, SUNNY CHEUNG, VISITING FELLOW, SNF AGORA INSTITUTE AT JOHNS HOPKINS UNIVERSITY, DR. MARK CLIFFORD, PRESIDENT, COMMITTEE FOR FREEDOM IN HONG KONG FOUNDATION, CAOILFHIONN GALLAGHER KC, HUMAN RIGHTS LAWYER SERVING AS INTERNATIONAL COUNSEL FOR JIMMY AND SEBASTIEN LAI, AND JAY NORDLINGER, SENIOR EDITOR, NATIONAL REVIEW. SEPTEMBER 20, 2023 | ALGORITHMS FOR OUR ARSENAL: >ARTIFICIAL INTELLIGENCE AND THE NATIONAL DEFENSE STRATEGY. SPEAKERS INCLUDED DR. MARA KARLIN, PERFORMING THE DUTIES OF DEPUTY UNDER SECRETARY OF DEFENSE FOR POLICY; DAVID SPIRK, SENIOR DEFENSE COUNSELOR, PALANTIR TECHNOLOGIES; REP, MIKE WALTZ (R-FL); AND JOSH ROGIN, COLUMNIST, THE WASHINGTON POST. CIVIC LEADERS FELLOWSHIP: >THIS YEAR, THE REAGAN INSTITUTE LAUNCHED ITS CIVIC LEADERS FELLOWSHIP (CLF), A SIX-MONTH LEADERSHIP AND PROFESSIONAL DEVELOPMENT PROGRAM DESIGNED TO ELEVATE STUDENT SUCCESS IN CIVIC AND PROFESSIONAL LIFE. THE FELLOWSHIP UTILIZES A COMBINATION OF HYBRID AND PLACE-BASED LEARNING AT BOTH THE REAGAN LIBRARY IN CALIFORNIA AND THE REAGAN INSTITUTE IN WASHINGTON, DC. THROUGH THE CIVIC LEADERS FELLOWSHIP, UNDERGRADUATE STUDENTS GROW AS YOUNG PROFESSIONALS AND LEADERS, READY TO TAKE ON THE NEXT STAGE OF LIFE. FEATURED SPEAKERS INCLUDED AMBASSADOR SUSAN MCCAW; DENISE FORTE, CEO, THE EDUCATION TRUST; AND ANNE TSAI BENNETT, CHIEF OF STAFF, NATIONAL ENDOWMENT FOR DEMOCRACY. SEPTEMBER 28 - OCTOBER 1, 2023 | PEACE THROUGH STRENGTH BOOT CAMP: >THE PEACE THROUGH STRENGTH BOOT CAMP IS AN INTENSIVE FOUR-DAY PROGRAM IN WASHINGTON, D.C., RUN IN PARTNERSHIP WITH THE ALEXANDER HAMILTON SOCIETY. THE PROGRAM AIMS TO EDUCATE A COHORT OF AROUND 20 ADVANCED UNDERGRADUATE STUDENTS, GRADUATE STUDENTS, AND RECENT GRADUATES EACH YEAR ABOUT THE VOCABULARY, THEORY, PRACTICE, AND ORGANIZATION OF U.S. DEFENSE POLICY. BOOT CAMP STUDENTS ALSO ATTEND RNDF THE YEAR OF THEIR PROGRAM. FEATURED SPEAKERS INCLUDED THE HON. GINA HASPEL, FORMER DIRECTOR, CENTRAL INTELLIGENCE AGENCY; THE HON. MAC THORNBERRY, FORMER CHAIRMAN, HOUSE ARMED SERVICES COMMITTEE; AND MR. ERIC CHEWNING, FORMER CHIEF OF STAFF, SECRETARY OF DEFENSE. REAGAN POSTDOCTORAL VISITING SCHOLARS PROGRAM: THIS PROGRAM PROVIDES A GENEROUS STIPEND TO TWO RECENTLY GRADUATED PH.D. CANDIDATES TO CONVERT THEIR REAGAN-RELATED DISSERTATIONS INTO BOOK MANUSCRIPTS. THE 2023-2024 VISITING SCHOLARS ARE DR. CHRISTIAN RUTH AND DR. SAMUEL BEROUD. REAGANISM PODCAST: A PODCAST FEATURING CONVERSATIONS DEDICATED TO EXPLORING WHERE THE REAGAN MOVEMENT LIVES TODAY. THE SHOW HAS TWO GOALS: UNDERSTAND THE FOUNDATIONS OF THE POLITICAL PHILOSOPHY THAT POWERED THE REAGAN REVOLUTION AND HOST DISCUSSIONS ABOUT CONTEMPORARY ISSUES THROUGH THE LENS OF PRESIDENT REAGAN. GUESTS HAVE INCLUDED: >SENATOR TOM COTTON (R-AR) >DR. DAVID MCCORMICK, CANDIDATE FOR US SENATE IN PENNSYLVANIA >FORMER CHAIRMAN OF THE HOUSE PERMANENT SELECT COMMITTEE ON INTELLIGENCE, CONGRESSMAN MIKE ROGERS (RET.) >FORMER NATIONAL SECURITY ADVISOR TO PRESIDENT GEORGE BUSH, STEPHEN HADLEY >UKRAINIAN AMBASSADOR TO THE UNITED STATES OKSANA MARKAROVA FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF THE FOUNDATION CAN ELECT TRUSTEES. PROPOSED TRUSTEES REQUIRE A MAJORITY VOTE TO BE ELECTED TO A 6 YEAR TERM. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES PRIOR TO FILING. BOARD MEMBERS REVIEW FOR MINIMUM OF 10 DAYS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE STAFF MONITORS FOR ANY TRANSACTIONS WHICH COULD GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF TRUSTEES IS ASKED TO RESPOND TO AN ANNUAL QUESTIONNAIRE REGARDING ANY CONFLICTS OF WHICH THEY MAY BE AWARE. ANY POTENTIAL CONFLICTS ARE FIRST REVIEWED WITH THE AUDIT COMMITTEE AND THEN, IF REQUIRED, FURTHER REVIEWED AND ACTED ON AS NECESSARY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 > FOR 15A, BOARD OF TRUSTEES HIRED AN INDEPENDENT SEARCH FIRM, INTERVIEWED MULTIPLE CANDIDATES, ASKED FOR AND REVIEWED COMPETITIVE COMPENSATION INFORMATION SUPPLIED BY THE SEARCH FIRM AND VOTED AT A MEETING OF THE BOARD OF TRUSTEES ON THE HIRING AND LEVEL OF COMPENSATION FOR THE FINALIST. COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, INCLUDING ANY PROPOSED CHANGES, IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. >FOR 15B, SELECT TRUSTEES ARE INCLUDED IN THE INTERVIEW PROCESS BASED UPON RECOMMENDATIONS OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. AN INDEPENDENT SEARCH FIRM MAY BE USED AND MARKET/COMPETITIVE SALARY INFORMATION IS EVALUATED. STAFF COMPENSATION AND PROPOSED CHANGES ARE REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. A COPY OF THE DOCUMENTS ARE AVAILABLE FOR INSPECTION AT 40 PRESIDENTIAL DR., SUITE 200, SIMI VALLEY, CA 93065 FORM 990, PART IX, LINE 24E DIRECT MAIL POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 401,414. TOTAL EXPENSES 401,414. DIRECT MAIL CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 358,071. TOTAL EXPENSES 358,071. SOFTWARE LICENSES AND MAINT (INC SALES FORCE): PROGRAM SERVICE EXPENSES 65,804. MANAGEMENT AND GENERAL EXPENSES 263,499. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,303. TELEPHONE & DATA: PROGRAM SERVICE EXPENSES 258,730. MANAGEMENT AND GENERAL EXPENSES 60,958. FUNDRAISING EXPENSES 1,439. TOTAL EXPENSES 321,127. BANK FEES AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 208,836. MANAGEMENT AND GENERAL EXPENSES 1,166. FUNDRAISING EXPENSES 85,285. TOTAL EXPENSES 295,287. RECRUITMENT AND BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 100. MANAGEMENT AND GENERAL EXPENSES 263,210. FUNDRAISING EXPENSES 7. TOTAL EXPENSES 263,317. DIRECT RESPONSE DIGITAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 236,891. TOTAL EXPENSES 236,891. PROGRAM ADMINISTRATION: PROGRAM SERVICE EXPENSES 219,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 219,000. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 121,970. MANAGEMENT AND GENERAL EXPENSES 28,328. FUNDRAISING EXPENSES 24,114. TOTAL EXPENSES 174,412. WEB SERVICES: PROGRAM SERVICE EXPENSES 48,049. MANAGEMENT AND GENERAL EXPENSES 116,260. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 164,309. OTHER COSTS: PROGRAM SERVICE EXPENSES 121,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 37,069. TOTAL EXPENSES 159,029. TAXES & FEES: PROGRAM SERVICE EXPENSES 25,949. MANAGEMENT AND GENERAL EXPENSES 99,587. FUNDRAISING EXPENSES 9,478. TOTAL EXPENSES 135,014. POSTAGE & FEDEX: PROGRAM SERVICE EXPENSES 83,443. MANAGEMENT AND GENERAL EXPENSES 6,653. FUNDRAISING EXPENSES 30,957. TOTAL EXPENSES 121,053. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 49,698. MANAGEMENT AND GENERAL EXPENSES 4,678. FUNDRAISING EXPENSES 47,062. TOTAL EXPENSES 101,438. COMPUTER SUPPLIES: PROGRAM SERVICE EXPENSES 44,771. MANAGEMENT AND GENERAL EXPENSES 50,574. FUNDRAISING EXPENSES 410. TOTAL EXPENSES 95,755. EQUIPMENT RENTALS: PROGRAM SERVICE EXPENSES 70,420. MANAGEMENT AND GENERAL EXPENSES 12,953. FUNDRAISING EXPENSES 7,076. TOTAL EXPENSES 90,449. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 54,141. MANAGEMENT AND GENERAL EXPENSES 21,339. FUNDRAISING EXPENSES 9,885. TOTAL EXPENSES 85,365. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 58,612. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,612. STAFF INCENTIVES: PROGRAM SERVICE EXPENSES 13,793. MANAGEMENT AND GENERAL EXPENSES 28,504. FUNDRAISING EXPENSES 4,771. TOTAL EXPENSES 47,068. OUTSIDE SERVICE AND FEES: PROGRAM SERVICE EXPENSES 37,865. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,865. MARKETING EXPENSES AND RESEARCH: PROGRAM SERVICE EXPENSES 33,076. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 707. TOTAL EXPENSES 33,783. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 340. MANAGEMENT AND GENERAL EXPENSES 32,572. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,912. SPEAKER FEES: PROGRAM SERVICE EXPENSES 14,890. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,890. STAFF TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 13,795. MANAGEMENT AND GENERAL EXPENSES 199. FUNDRAISING EXPENSES 598. TOTAL EXPENSES 14,592. DIRECT MAIL CAGING & FILLFULLMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 13,236. TOTAL EXPENSES 13,236. DIRECT MAIL LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 11,850. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,850. UNIFORMS EXPENSE: PROGRAM SERVICE EXPENSES 2,757. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 69. TOTAL EXPENSES 2,826. FORM 990, PART XI, LINE 9: ROUNDING 7.