2023-07-24T13:52:19-05:00 2022-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-10-01 521792608 NATIONAL ARCHIVES FOUNDATION NATI 2023575221 700 PENNSYLVANIA AVENUE NW G12 WASHINGTON DC 204080001 PATRICK M MADDEN EXECUTIVE DIRECTOR 2023575221 2023-07-24 1 PATRICK MADDEN 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z PATRICK M MADDEN 700 PENNSYLVANIA AVENUE NW G12 WASHINGTON DC 204080001 13023372 0 X WWW.ARCHIVESFOUNDATION.ORG X 1992 DC SEE PART III, LINE 1. 41 41 55 41 0 0 7570048 5989603 17525 217575 786175 274843 561288 2007468 8935036 8489489 129017 2732505 0 0 1831559 2418369 0 0 717179 1651207 1608606 3611783 6759480 5323253 1730009 14544421 14900726 1515045 1833780 13029376 13066946 X THE FOUNDATION WAS CREATED TO SUPPORT THE ARCHIVIST OF THE UNITED STATES IN THE DEVELOPMENT OF PROGRAMS, TECHNOLOGY, PROJECTS AND MATERIALS THAT WILL INTRODUCE THE ARCHIVES AND INTERPRET ITS HOLDINGS TO INDIVIDUALS AROUND THE WORLD. 0 0 3157133 2647005 MUSEUM ACTIVITIES: MUSEUM ACTIVITIES ARE INTENDED TO SUPPORT AUDIENCE DEVELOPMENT, BRANDING AND PROMOTION OF THE NATIONAL ARCHIVES, AS WELL AS VOLUNTEER PROGRAMS. ACTIVITIES INCLUDE: THE JULY 4TH CELEBRATION AND MANY OTHERS. 1125474 2175550 NATIONAL ARCHIVES STORE: THE NATIONAL ARCHIVES STORE PLAYS A VITAL ROLE IN FULFILLING THE MISSION OF THE NATIONAL ARCHIVES FOUNDATION. AS THE EXCLUSIVE GIFT SHOP OF THE NATIONAL ARCHIVES MUSEUM, THE NATIONAL ARCHIVES STORE SUPPORTS EXHIBITION AND EDUCATIONAL MESSAGING THROUGH THE DEVELOPMENT AND PRESENTATION OF HIGH-QUALITY MERCHANDISE HIGHLIGHTING THE HOLDINGS OF THE NATIONAL ARCHIVES. ALL PROCEEDS HELP SUPPORT NATIONAL ARCHIVES EXHIBITS, PUBLIC PROGRAMS, AND EDUCATIONAL INITIATIVES ACROSS THE COUNTRY. 236889 10400 RONALD REAGAN LIBRARY: THE RONALD REAGAN LIBRARY PROJECT IS THE SITUATION ROOM: WASHINGTON'S CABINET IS A NEW SCENARIO FOR THE SITUATION ROOM EXPERIENCE SERIES OF EDUCATIONAL SIMULATIONS. THE SCENARIO IS A JOINT PROJECT BETWEEN THE RONALD REAGAN PRESIDENTIAL LIBRARY AND GEORGE WASHINGTON'S MOUNT VERNON AND IS DESIGNED TO BE IMPLEMENTED AT BOTH LOCATIONS. THE SIMULATION WILL ACCOMMODATE 20-40 HIGH SCHOOL PARTICIPANTS AND WILL FIT WITHIN A THREE-HOUR VISITATION WINDOW, INCLUDING NINETY MINUTES OF "LIVE PLAY." THE SCENARIO SERVES HIGH SCHOOL PARTICIPANTS AS A BASELINE BUT WILL BE A REWARDING EXPERIENCE FOR UNDERGRADUATES AND ADULT GROUPS ALIKE. THE SCENARIO IS AN 18TH CENTURY FOREIGN POLICY CRISIS SET DURING AMERICA'S FIRST "SITUATION ROOM" IN THE FORM OF PRESIDENT GEORGE WASHINGTON'S CABINET. PLAYERS TAKE ON A ROLE FROM THE ERA OF THE FOUNDING FATHERS AND ACT TO SAVE THE COUNTRY FROM BEING CONSUMED BY A WORLD WAR. 217860 15000 207175 EXHIBITIONS: DURING THE CURRENT FISCAL YEAR, THE LAWRENCE F. O'BRIEN GALLERY "RIGHTFULLY HERS: AMERICAN WOMEN AND THE VOTE" EXHIBIT PROVIDED AN OVERVIEW OF THE EVENTS LEADING UP AND FOLLOWING THE PASSING OF THE 19TH AMENDMENT.THE LAWRENCE F. O'BRIEN GALLERY ALSO FEATURED THE "ALL AMERICAN: THE POWER OF SPORTS" EXHIBIT BEGINNING IN SEPTEMBER 2022. THIS EXHIBITION SHOWCASES ARTIFACTS, AND PHOTOGRAPHS EXPLORING THE ATHLETES WHO HAVE SHAPED AMERICAN IDENTITY. 1815 THEATER PROGRAMS: THE WILLIAM G. MCGOWAN THEATER, BUILT AND SUPPORTED BY THE FOUNDATION, IS WASHINGTON, DC'S PREMIER VENUE FOR FREE DOCUMENTARY FILMS, AUTHOR LECTURES, AND PANEL DISCUSSIONS EXPLORING HISTORICAL AND CURRENT EVENTS. 152324 70500 EDUCATION: TEACHERS AND STUDENTS FROM AROUND THE COUNTRY PARTICIPATED IN WORKSHOPS AND VIDEO CONFERENCES THROUGH THE FOUNDATION SUPPORTED THE BOEING LEARNING CENTER. PARTICIPATING IN THESE WORKSHOPS AND VIDEOS, STUDENTS AND TEACHERS LEARN HOW TO USE THE NATIONAL ARCHIVES RECORDS IN THE CLASSROOM. THE FOUNDATION ALSO HELPED THE NATIONAL ARCHIVES MAINTAIN ITS DOCSTEACH WEBSITE AND SUPPORTS NATIONAL HISTORY DAY ACTIVITIES. WE THE PEOPLE CAMPAIGN: IN PREPARATION FOR THE 250TH ANNIVERSARY OF THE DECLARATION OF INDEPENDENCE (2026), THE WE THE PEOPLE CAMPAIGN IS THE FOUNDATIONS INVESTMENT TO BRING THE DOCUMENTS AND RESOURCES OF THE NATIONAL ARCHIVES TO ALL AMERICANS. IT SEEKS TO TRANSFORM THE PUBLIC'S UNDERSTANDING OF AMERICAN DEMOCRACY THROUGH NEW PROGRAMS, EXHIBITS, EDUCATIONAL RESOURCES FOR EDUCATORS, AND INTERACTIVE SIMULATIONS FOR STUDENTS. 371999 85500 207175 4891495 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 1 55 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X PATRICK M MADDEN 2023575222 700 PENNSYLVANIA AVENUE NW RM G12 WASHINGTON DC 204080001 JAMES J BLANCHARD CHAIR & PRESIDENT 5.00 X X 0 0 0 RODNEY E SLATER VICE CHAIR 2.00 X X 0 0 0 JACQUELINE B MARS VICE PRESIDENT 2.00 X X 0 0 0 ROBERT MOSBACHER JR VICE PRESIDENT 2.00 X X 0 0 0 LUCINDA ROBB VICE PRESIDENT 2.00 X X 0 0 0 ROSS O SWIMMER TREASURER 2.00 X X 0 0 0 MARILYNN WOOD HILL SECRETARY 2.00 X X 0 0 0 WILLIAM H MINOR COUNSEL 2.00 X 0 0 0 MICHAEL R BESCHLOSS DISTINGUISHED HISTORIAN 1.50 X 0 0 0 A'LELIA BUNDLES DISTINGUISHED HISTORIAN 1.50 X 0 0 0 KEN BURNS DISTINGUISHED HISTORIAN 1.50 X 0 0 0 KEVIN BROWN BOARD MEMBER 1.50 X 0 0 0 STEVEN W CAPLE BOARD MEMBER 1.50 X 0 0 0 ANNE S CHAO BOARD MEMBER 1.50 X 0 0 0 JAMES W CICCONI BOARD MEMBER 1.50 X 0 0 0 PETER CUNEO BOARD MEMBER 1.50 X 0 0 0 TERRI FARIELLO BOARD MEMBER 1.50 X 0 0 0 LAURIE FULTON BOARD MEMBER 1.50 X 0 0 0 LAURA GATES BOARD MEMBER 1.50 X 0 0 0 JONATHAN GLICKMAN BOARD MEMBER 1.50 X 0 0 0 MARY GRAHAM BOARD MEMBER 1.50 X 0 0 0 FRUZSINA M HARSANYI BOARD MEMBER 1.50 X 0 0 0 DAVID JACOBSON BOARD MEMBER 1.50 X 0 0 0 JOHN JOHNSON BOARD MEMBER 1.50 X 0 0 0 CAMERON F KERRY BOARD MEMBER 1.50 X 0 0 0 ZINA KRAMER BOARD MEMBER 1.50 X 0 0 0 FAY HARTOG-LEVIN BOARD MEMBER 1.50 X 0 0 0 JON LIEBMAN BOARD MEMBER 1.50 X 0 0 0 BRAD MELTZER BOARD MEMBER 1.50 X 0 0 0 MARY C MOYNIHAN BOARD MEMBER 1.50 X 0 0 0 LAWRENCE F O'BRIEN III BOARD MEMBER 1.50 X 0 0 0 SOLEDAD O'BRIEN BOARD MEMBER 1.50 X 0 0 0 ZIAD OJAKLI BOARD MEMBER 1.50 X 0 0 0 KAREN PRITZKER BOARD MEMBER 1.50 X 0 0 0 BRUCE RAMER BOARD MEMBER 1.50 X 0 0 0 REBECCA BOGGS ROBERTS BOARD MEMBER 1.50 X 0 0 0 SUSAN P ROBERTS BOARD MEMBER 1.50 X 0 0 0 DEBORAH RATNER SALZBERG BOARD MEMBER 1.50 X 0 0 0 MARJORIE B TIVEN BOARD MEMBER 1.50 X 0 0 0 DAVID E WEISMAN BOARD MEMBER 1.50 X 0 0 0 THOMAS E WHEELER BOARD MEMBER 1.50 X 0 0 0 PATRICK M MADDEN EXECUTIVE DIRECTOR 40.00 X 301536 0 12124 STEPHEN E JENKINS SENIOR DIRECTOR OF FINANCE 40.00 X 113845 0 10576 JAMES L DOUMAS DEPUTY EXECUTIVE DIRECTOR 40.00 X 203458 0 16238 FRANCK CORDES DIRECTOR, CAPITAL CAMPAIGN PROJECT 40.00 X 134551 0 6908 LAURA R GIROUX DIRECTOR, CAPITAL CAMPAIGN OPERATIONS 40.00 X 114424 0 9756 867814 0 55602 5 0 1 0 C&G PARTNERS 1161 EAST 16 STREET NEW YORK NY 10003 MUSEUM RENOVATION 844599 CORTINA PRODUCTIONS 1651 OLD MEADOW ROAD SUITE 400 MCLEAN VA 22101 MUSEUM RENOVATION 167982 DIMENSIONAL INNOVATION 3421 MERRIAM DRIVE OVERLAND PARK KS 66203 SITUATION ROOM EXPERIENCE 130849 FILMCZ INC 2916 ST GEORGE ST 107 LOS ANGELES CA 90027 MEDIA PROFESSIONAL SERVICES 108196 4 316419 383000 460635 4829549 636645 5989603 EXHIBITION REVENUE 900099 207175 207175 ADMISSION FEES 900099 10400 10400 217575 222610 222610 431 431 2959442 2907209 52233 52233 52233 28500 383000 205044 -176544 -176544 3597180 1421630 2175550 2175550 MISCELLANEOUS 900099 8031 8031 8031 8489489 2393125 0 106761 2710005 2710005 22500 22500 682138 682138 1437968 954968 72323 410677 23626 12195 4940 6491 102968 59111 21314 22543 171669 85621 50719 35329 28650 17790 8548 2312 130089 31611 98478 355958 211856 15971 128131 210458 210458 322508 210490 31253 80765 42288 39687 2601 41517 12326 10045 19146 43275 2568 40292 415 21364 21364 15644 15644 41168 41168 RONALD REGAN PRES. LIBR 213161 213161 MERCHANT FEES 119894 74447 35772 9675 MISCELLANEOUS 19522 7057 12465 DUES AND SUBSCRIPTIONS 2103 1103 1000 1007 312 695 6759480 4891495 1150806 717179 370373 2368863 515559 1508339 2587902 2574888 273526 9075 619894 668308 39211 85039 253179 229969 27504 23210 10110452 7663004 14544421 14900726 360014 773316 32832 377536 661564 682928 460635 1515045 1833780 X 4652385 4676822 8376991 8390124 13029376 13066946 14544421 14900726 1730009 -1692439 0 X 0 1 X 1 0 X 3673682 3779679 2811236 7570048 5989603 23824248 357990 357990 363189 147612 134613 1361394 4031672 4137669 3174425 7717660 6124216 25185642 7844230 17341412 71539 123862 145360 605186 223041 1168988 12289 11096 440 251 8031 32107 26386737 13156825 0.65720 0.70500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3728571 -597390 3131181 3192953 535618 3728571 3025511 187512 20070 3192953 3549704 120152 494345 150000 3025511 4038681 71500 36881 597358 3549704 0.00000 0.87830 0.12170 0 0 253179 229969 23210 23210 X 7630782 -1692439 691889 205044 -795506 8426288 63201 63201 8489489 7593212 691889 205044 896933 6696279 63201 63201 6759480 PART V, LINE 4: THE INVESTMENT EARNINGS MUST BE USED FOR THE ONGOING SUPPORT OF THE RONALD REAGAN LIBRARY PROJECT: THE SITUATION ROOM. PART X, LINE 2: FOR THE YEAR ENDED SEPTEMBER 30, 2022, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 205,044. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES REPORTED AS EXPENSE ON THE FINANCIAL 205,044. STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. GALA 411500 383000 28500 8916 87703 52784 55641 411500 383000 28500 8916 87703 52784 55641 205044 -176544 1 NATIONAL ARCHIVES RECORDS & ADMINISTRATION 700 PENNSYLVANIA AVE ROOM B WASHINGTON DC 20408 GOVERNMENT 2676005 0 AWARD FOR PROGRAMMING, EXHIBIT FABRICATION NATIONAL ARCHIVES, MUSEUM RENOVATION PROJECT, JULY 4 PROGRAMMING, AND RESEARCH WILLIAM J CLINTON PRESIDENTIAL LIBRARY 1200 PRESIDENTIAL CLINTON AVE LITTLE ROCK AR 72201 GOVERNMENT 7500 0 AWARD FOR PROGRAMMING RONALD REAGAN PRESIDENTIAL LIBRARY 40 PRESIDENTIAL DRIVE SUN VALLEY CA 93065 GOVERNMENT 7500 0 AWARD FOR PROGRAMMING LOIS LEVEEN COMPANY LLC 3956 SE YAMHILL STREET PORTLAND OR 97214 830483644 N/A 7500 0 FELLOWSHIP 3 1 FELLOWSHIPS 3 22500 PART I, LINE 2: EACH YEAR, THE FOUNDATION AND NARA AGREE TO THE PROJECTS AND THE FUNDS REQUIRED FOR THESE PROJECTS. NO MONITORING OF THESE GRANTS IS REQUIRED. THE NON NARA GRANTS LISTED ABOVE WERE MADE IN CONJUNCTION WITH NARA. X X 0 0 0 0 0 0 0 1 0 PATRICK M MADDEN EXECUTIVE DIRECTOR 286536 0 15000 0 0 0 5544 0 6580 0 313660 0 0 0 JAMES L DOUMAS DEPUTY EXECUTIVE DIRECTOR 203458 0 0 0 0 0 9375 0 6863 0 219696 0 0 0 PART I, LINE 7 DURING THE YEAR, PATICK M. MADDEN RECEIVED A BONUS OF $15,000. X 4 636645 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE. UPON THE DETERMINATION OF THE ACCURACY OF THE DRAFT, IT WAS SENT TO THE AUDIT COMMITTEE FOR APPROVAL. ONCE APPROVED BY THE COMMITTEE, THE FINAL FORM 990 WAS DISTRIBUTED TO THE ENTIRE BOARD OF DIRECTORS AND THEN FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY EACH MEMBER OF THE BOARD OF DIRECTORS AND A CONFLICT OF INTEREST COMPLIANCE STATEMENT IS SIGNED ANNUALLY. THE EMPLOYEES REVIEW THE POLICY AND SIGN A COMPLINACE STATEMENT UPON HIRE AND DURING AN ANNUAL PERFORMANCE REVIEW. UPON THE FIRST KNOWLEDGE BY AN INTERESTED PERSON THAT NAF, THE BOARD OR A COMMITTEE IS CONSIDERING OR HAS CONSIDERED A TRANSACTION OR ARRANGEMENT WITH AN ENTITY OR INDIVIDUAL WITH WHICH THE INTERESTED PERSON HAS AN INTEREST, THE INTERESTED PERSON DISCLOSES THE EXISTENCE AND NATURE OF HIS/HER INTEREST TO THE COMMITTEE. THE INTERESTED PERSON ALSO RECUSES HIMSELF/HERSELF FROM VOTING ON THIS MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF FINANCE CONDUCT SALARY RESEARCH ON COMPARABLE INDUSTRY AND SIMILAR-SIZED NONPROFIT ORGANIZATIONS. THE FINDINGS OF THESE RESULTS ARE PRESENTED TO OFFICERS OF THE BOARD FOR RECOMMENDATIONS AND THE PROCESS IS DOCUMENTED. A SIMILAR PROCESS IS CONDUCTED ANNUALLY BY THE EXECUTIVE DIRECTOR FOR THE DIRECTOR OF FINANCE OF THE ORGANIZATION, ALONG WITH OTHER DIRECTORS OF THE FOUNDATION. ALL REVIEWS ARE DOCUMENTED AND PLACED INTO THE RESPECTIVE PERSONNEL FILE. THE LAST SALARY REVIEW TOOK PLACE IN JUNE 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.