2022-07-28T17:41:45-05:00 2021-09-30 454095250 ROSE SNYDER & JACOBS LLP 15821 VENTURA BLVD SUITE 490 ENCINO CA 91436 990 2020-10-01 770054631 THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE RONA 8055222977 40 PRESIDENTIAL DRIVE NO 200 SIMI VALLEY CA 930650600 JERRY ZUK CHIEF FIN. OFFICER 8055222977 2022-07-28 1 JERRY ZUK 999009999 CRAIG M FRYE P00090236 8184610600 2022-06-30 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JOHN HEUBUSCH 40 PRESIDENTIAL DR SIMI VALLEY CA 93065 31269541 0 X WWW.REAGANFOUNDATION.ORG X 1985 CA THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO COMPLETE PRESIDENT REAGAN'S UNFINISHED WORK AND TO PRESERVE AND PROMOTE THE TIMELESS PRINCIPLES HE CHAMPIONED: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, GLOBAL DEMOCRACY AND NATIONAL PRIDE. 24 24 136 0 17950 0 14303002 22717222 2804675 1600246 4794395 5402321 1306208 724797 23208280 30444586 601923 506309 0 0 8399183 8321667 150977 71127 3132681 16985671 14668650 26137754 23567753 -2929474 6876833 376200829 422325445 15662572 17069578 360538257 405255867 X THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO COMPLETE PRESIDENT REAGAN'S UNFINISHED WORK AND TO PRESERVE AND PROMOTE THE TIMELESS PRINCIPLES HE CHAMPIONED: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, GLOBAL DEMOCRACY AND NATIONAL PRIDE. PRESIDENT REAGAN'S MEMORY IS PRESERVED WONDERFULLY AT THE WORLD CLASS MUSEUM LOCATED AT THE REAGAN PRESIDENTIAL LIBRARY, THE LARGEST AND MOST VISITED LIBRARY OF ITS KIND IN THE UNITED STATES. THE REAGAN INSTITUTE PROACTIVELY PROMOTES PRESIDENT REAGAN'S IDEALS AND VISION, AS WELL AS SHARES HIS LEADERSHIP ACCOMPLISHMENTS THAT BROUGHT A COUNTRY TOGETHER AND INSTILLED ENTHUSIASM AND CONFIDENCE AMONG THE AMERICAN PEOPLE. ADDITIONALLY, FOR THE BENEFIT OF GENERATIONS TO COME, THE REAGAN INSTITUTE IS A CENTER FOR YOUTH EDUCATION AND ACADEMIC ALLIANCES, SCHOLARLY WORK, AND SUBSTANTIVE, ISSUE-DRIVEN FORUMS. 0 0 680763 439907 [CENTER OF PUBLIC AFFAIRS]A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA, AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCY.IN ADDITION TO OUR REGULAR PROGRAMMING, IN FISCAL YEAR WE LAUNCHED OUR TIME FOR CHOOSING SPEAKER SERIES, WHICH IS A FORUM FOR LEADING VOICES IN THE CONSERVATIVE MOVEMENT TO ADDRESS CRITICAL QUESTIONS FACING THE FUTURE OF THE REPUBLICAN PARTY.REAGAN FORUM PARTICIPANTS - IN-PERSON> MICHAEL SMERCONISH (RADIO HOST AND AUTHOR): 9/27/2021> MARK LEVIN (RADIO HOST AND AUTHOR): 8/14/2021> MICHAEL MEDVED (RADIO HOST AND AUTHOR): 7/14/2021 TIME FOR CHOOSING PARTICIPANTS- IN-PERSON> CHRIS CHRISTIE (FORMER GOVERNOR OF NEW JERSEY): 9/9/21> MIKE POMPEO (FORMER SECRETARY OF STATE): 7/26/21> MIKE PENCE (FORMER VICE PRESIDENT OF THE UNITED STATES): 6/24/21> PAUL RYAN (FORMER SPEAKER OF THE HOUSE): 5/26/2021 REAGAN FORUM PARTICIPANTS - VIRTUAL> JEAN BECKER (AUTHOR); 9/23/21> DAVID RUBENSTEIN (AUTHOR); 9/16/21> JOE LONSDALE (VENTURE CAPITALIST); 7/9/21> CHRIS MATTHEWS (TV HOST AND AUTHOR); 7/8/21> ROBERT GATES (FORMER SECRETARY OF DEFENSE); 6/21/21> MARCUS BROTHERTON (AUTHOR); 5/31/21> SEBASTIAN JUNGER (AUTHOR); 5/26/21> SHANNON BREAM (TV HOST AND AUTHOR); 5/8/21> JEFF IMMELT (FORMER CEO OF GE); 4/19/21> KAREN TUMULTY (WASHINGTON POST CONTRIBUTOR); 4/12/21> RAY SHADDICK (FORMER UNITED STATES SECRET SERVICE AGENT); 3/30/21> TIM MCCARTHY (FORMER UNITED STATES SECRET SERVICE AGENT); 3/30/21> RICK AHERN (FORMER WHITE HOUSE ADVANCE STAFF); 3/30/21> DEL QUENTIN WILBUR (AUTHOR); 3/30/21> MARI WILL (FORMER WHITE HOUSE SPEECHWRITER); 3/30/21> DANA PERINO (TV HOST AND AUTHOR); 3/18/21> SYDNEY BARBER (MIDSHIPMAN); 3/11/21> NANCY MACE (CONGRESSWOMAN, SOUTH CAROLINA); 3/8/21> MARTHA MACCALLUM (TV HOST AND AUTHOR); 3/5/21> LEON PANETTA (FORMER SECRETARY OF DEFENSE): 3/5/21> MARK ESPER (FORMER SECRETARY OF DEFENSE): 3/5/21> H.R. MCMASTER (FORMER NATIONAL SECURITY ADVISOR): 3/5/21> LIZ CHENEY (UNITED STATES REPRESENTATIVE, WYOMING); 2/23/21> TIM TEBOW (FORMER FOOTBALL PLAYER); 2/22/21> TOM COTTON (SENATOR, ARKANSAS); 2/18/21> JAMES PATTERSON (AUTHOR); 2/17/21> CONNIE MACK (FORMER SENATOR, FLORIDA); 1/25/21> MARK SALTER (AUTHOR); 2/7/20> DAVE BARRY (SATIRIST); 12/1/20> MARIA BARTIROMO (TV ANCHOR AND AUTHOR); 11/18/20> CANDACE OWENS (AUTHOR); 11/16/20> MIKE POMPEO (FORMER SECRETARY OF STATE); 11/10/20> DOUGLAS GINSBURG (JUDGE); 11/9/20> NATAN SHARANSKY (ISRAELI POLITICIAN); 11/2/20> MATT GAETZ (CONGRESSMAN, FLORIDA); 10/27/20> FRED RYAN (BOARD CHAIRMAN, REAGAN FOUNDATION); 10/23/20> H.R. MCMASTER (FORMER NATIONAL SECURITY ADVISOR): 10/16/20> SEAN SPICER (TV HOST AND AUTHOR); 10/19/20> PETER BAKER AND SUSAN GLASSER (AUTHORS); 10/14/20 6763796 506309 [PRESIDENTIAL LEARNING CENTER (EDUCATION PROGRAMS) AND RONALD REAGAN INSTITUTE (RRI)]AT THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, OUR EDUCATION PROGRAMS ARE DEDICATED TO CULTIVATING THE NEXT GENERATION OF CITIZEN-LEADERS. 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.> AIR FORCE ONE DISCOVERY CENTER: OVER 2,000 5TH THROUGH 12TH GRADE STUDENTS PARTICIPATED IN THE LIBRARY'S INTERACTIVE AND IMMERSIVE AIR FORCE ONE DISCOVERY CENTER ONLINE, WITH IN-PERSON TOURS CLOSED DUE TO COVID. DURING THIS EXPERIENCE, STUDENTS PARTICIPATE IN ROLE-PLAYING EXERCISES BASED UPON THE 1983 UNITED STATES RESCUE MISSION OF AMERICAN STUDENTS IN GRENADA TO LEARN HOW GOVERNMENT WORKS AND HOW DECISIONS ARE MADE. STUDENTS TAKE ON THE ROLES OF IMPORTANT FIGURES IN THE REAGAN ADMINISTRATION AND MAKE DECISIONS IN A VIRTUAL OVAL OFFICE.> GE-REAGAN FOUNDATION SCHOLARSHIP PROGRAM: THIS SCHOLARSHIP, IN PARTNERSHIP WITH GE, 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 2021, MORE THAN 18,000 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 VIRTUAL SCHOLARS RETREAT DUE TO THE PANDEMIC AND RECEIVE ONGOING PROGRAMMING AND SUPPORT TO DEVELOP THEIR LEADERSHIP SKILLS. IN TOTAL THIS PROGRAM HAS COMMITTED MORE THAN $7.8 MILLION DOLLARS TO 195 SCHOLARS REPRESENTING 41 HOME STATES.> RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLARS PROGRAM: THIS PROGRAM CELEBRATED ITS 22ND CLASS OF SCHOLARS IN 2021, EXCEEDING$790,000 IN TOTAL FUNDING TO 217 OUTSTANDING STUDENT LEADERS IN VENTURA COUNTY. THE 2021 RECIPIENTS INCLUDED 10 LOCAL HIGH SCHOOL SENIORS WHO DEMONSTRATED OUTSTANDING LEADERSHIP, CHARACTER, COMMUNICATION SKILLS, ACADEMIC ACHIEVEMENT, AND COMMITMENT TO VENTURA COUNTY. STUDENTS WERE CELEBRATED DURING A VIRTUAL CEREMONY IN MAY.> GREAT COMMUNICATOR DEBATE SERIES: THE RONALD REAGAN GREAT COMMUNICATOR DEBATE SERIES IS DESIGNED TO DEVELOP PROACTIVE, INFORMED, EDUCATED, AND CONSCIENTIOUS CITIZENS AND LEADERS BY CREATING AND HOSTING A NATIONAL SERIES OF HIGH SCHOOL DEBATES. MORE THAN 500 STUDENTS FROM ACROSS THE COUNTRY COMPETED ONLINE AT SEVEN REGIONAL QUALIFYING TOURNAMENTS, AND THE FOUNDATION PARTNERED WITH THE NATIONAL SPEECH AND DEBATE ASSOCIATION TO HOST 16 NATIONAL FINALISTS IN A NATIONAL CHAMPIONSHIP HERE AT THE REAGAN LIBRARY IN JULY. A TOTAL OF $25,000 IN SCHOLARSHIPS WAS AWARDED. MORE THAN 116 SCHOLARS HAVE RECEIVED OVER $300,000 IN FUNDING FROM THIS PROGRAM.> PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2021, THE REAGAN FOUNDATION'S WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER (APLC) CONTINUED TO ENGAGE STUDENTS AND TEACHERS FROM ACROSS THE COUNTRY WITH ITS GOAL OF CULTIVATING INFORMED AND ENGAGED CITIZEN-LEADERS. THE APLC HOSTED PROFESSIONAL DEVELOPMENT OPPORTUNITIES ONLINE IN CONJUNCTION WITH THE GILDER-LEHRMAN INSTITUTE. WE ALSO PARTNERED WITH SEVERAL SOUTHERN CALIFORNIA AND NATIONAL SOCIAL STUDIES ORGANIZATIONS ON A CONSTITUTION DAY EVENT FEATURING FORMER SEC. OF TRANSPORTATION NORM MINETA. WE DISTRIBUTED THOUSANDS OF COPIES OF OUR FREE CURRICULUM ONLINE. FOR STUDENTS, THE APLC HOSTED AN ONLINE MEDAL OF HONOR FORUM, A CONSTITUTION DAY LECTURE WITH LEADING HISTORIAN DR. GORDON LLOYD, AND A NUMBER OF REAGANEDU VIRTUAL CHATS.> STUDENT LEADERSHIP PROGRAM: THIS PAST SUMMER, MORE THAN 130 HIGH SCHOOL STUDENTS FROM ACROSS THE COUNTRY AND AROUND THE WORLD LEARNED HOW EFFECTIVE COMMUNICATION, CIVIC DUTY, AND INFORMED DECISION MAKING ARE ESSENTIAL TO LEADERSHIP. WE HOSTED BOTH A VIRTUAL AND AN IN-PERSON SUMMER CAMP WORKING WITH EDUCATORS, COMMUNITY MENTORS, AND COLLEGE INTERNS TO CREATE THEIR OWN PERSONAL LEADERSHIP ACTION PLAN. STUDENTS GRADUATE FROM THE PROGRAM PREPARED TO MAKE A DIFFERENCE IN THEIR COMMUNITY OR SCHOOL. STUDENT GRADUATES OF THIS PROGRAM HAVE EARNED TENS OF THOUSANDS OF DOLLARS IN SCHOLARSHIPS.RONALD REAGAN INSTITUTE (RRI)THE RRI OPERATES THE FOLLOWING THREE CENTERS 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 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) CHAMPIONSPRESIDENT 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. > REAGAN INSTITUTE SUMMIT ON EDUCATION: THE FOURTH ANNUAL REAGAN INSTITUTE SUMMIT ON EDUCATION (RISE) TOOK PLACE ON JULY 26- 27, 2021, AT THE REAGAN INSTITUTE IN WASHINGTON, DC. RISE IS A BIPARTISAN CONVENING THAT WILL EXAMINE THE HEALTH OF THE AMERICAN EDUCATION SYSTEM AFTER A SCHOOL YEAR THAT HAS ROCKED THE FOUNDATION OF OUR EDUCATIONAL INSTITUTIONS AND CHALLENGED FORMERLY ACCEPTED NOTIONS ABOUT HOW SCHOOLS NEED TO RUN. 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.> RISE COLLABORATIVES: THE REAGAN INSTITUTE SUMMIT ON EDUCATION (RISE) COLLABORATIVES ARE PLACE-BASED COLLOQUIUMS TO EXPLORE EDUCATION POLICY TOPICS IN-DEPTH AND CONVENE INTIMATE GROUPS OF EXPERTS TO REACH SHARED UNDERSTANDINGS, FINDINGS, AND RECOMMENDATIONS ON THEIR PARTICULAR AREA OF WORK. TOPICS EXPLORED INCLUDE SOCIAL EMOTIONAL ACADEMIC LEARNING, THE FUTURE OF WORKFORCE, INNOVATIVE ASSESSMENT, AND MOST RECENTLY "STEAM ON THE RISE IN MISSISSIPPI."> THE STATE OF CIVICS SERIES: THE STATE OF CIVICS SERIES WAS DESIGNED TO HIGHLIGHT INNOVATIONS IN CIVIC EDUCATION THAT OCCUR AT THE STATE LEVEL BY ENGAGING THE VOICES OF STATE EDUCATION CHIEFS, EXEMPLARY EDUCATORS, STUDENTS, AND LEADERS IN THE FIELD OF CIVICS. THESE VIRTUAL PROGRAMS GIVE A GENERAL OVERVIEW OF WHAT IS HAPPENING AROUND THE COUNTRY, ZERO IN ON A CASE STUDY OF THE HIGHLIGHTED STATE, AND THEN LOOK AT WHAT IS ON THE HORIZON. FEATURED AND PROPOSED STATES INCLUDE TENNESSEE, WYOMING, SOUTH CAROLINA, GEORGIA, AND COLORADO. > REAGAN NATIONAL DEFENSE FORUM: DUE TO THE ONGOING PANDEMIC, RNDF 2020 WAS CANCELED. THE 2021 REAGAN NATIONAL DEFENSE FORUM (RNDF) TOOK PLACE IN PERSON ON DECEMBER 3-4 AND FEATURED KEYNOTE REMARKS BY U.S. SECRETARY OF DEFENSE LLYOD AUSTIN. 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 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.> 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.> 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.> NATIONAL SECURITY INNOVATION BASE PROGRAM: THIS YEAR, THE CENTER FOR PEACE THROUGH STRENGTH IS LAUNCHING A NEW, PERMANENT PROGRAM ON THE NATIONAL SECURITY INNOVATION BASE (NSIB). THE PROGRAM BUILDS ON THE INSTITUTE'S 2019 TASK FORCE ON 21ST- CENTURY NATIONAL SECURITY TECHNOLOGY AND WORKFORCE. IT WILL ASSESS THE HEALTH AND RESILIENCE OF THE NSIB, CONVENE KEY STAKEHOLDERS, AND MAKE RECOMMENDATIONS TO FURTHER STRENGTHEN AND EMPOWER THIS ECOSYSTEM. 9362175 1610562 [THE MUSEUM] WHEREAS THE REAGAN MUSEUM IS UTILIZED TO TELL THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACY, THE LIBRARY'S TEMPORARY GALLERY SPACE IS USED TO BRING IN HISTORIC AND POP-CULTURE INFLUENCED EXHIBITS AS A WAY TO PROVIDE THE LOCAL COMMUNITIES WITH A WORLD-CLASS FAMILY DESTINATION.TEMPORARY EXHIBITS> FBI: FROM AL CAPONE TO AL QAEDA (JULY 2, 2021 - FEBRUARY 27, 2022): THIS 11,000 SQUARE FOOT EXHIBITION COVERS THE HISTORY OF THE STORIED AGENCY FROM INCEPTION TO ITS MODERN-DAY EFFORTS TO FIGHT DOMESTIC TERRORISM IN THE UNITED STATES. THIS IS THE FIRST TIME THAT MANY OF THESE REMARKABLE, HISTORIC ARTIFACTS AND CRIMINAL EVIDENCE HAVE BEEN ON PUBLIC DISPLAY TOGETHER, INCLUDING THE AUTHENTIC MANIFESTO WRITTEN BY THE UNABOMBER, THE ACTUAL CAR BONNIE AND CLYDE WERE SHOT AND KILLED IN, GUNS CONFISCATED BY JOHN DILLINGER, BABY FACE NELSON AND OTHER MEMBERS OF THE MAFIA, THE ACTUAL RAFT AND OARS USED DURING THE INFAMOUS ALCATRAZ ESCAPE, AND SO MUCH MORE.COMMUNITY EVENTS> PRESIDENTS' DAY AND JULY 4TH - DUE TO THE MUSEUM CLOSURE, BOTH PRESIDENT'S DAY AND JULY 4TH WERE PRESENTED AS ONLINE PROGRAMS THIS FISCAL YEAR. ALMOST 5,000 PEOPLE TUNED IN TO WATCH OUR VIRTUAL JULY 4TH PROGRAM WHICH INCLUDED PRESIDENTIAL LOOKALIKES SHARING THEIR IMPACT ON OUR NATION'S HISTORY, AS WELL AS MUSICAL ENTERTAINMENT. OVER 22,000 PEOPLE TUNED IN TO WATCH OUR VIRTUAL PRESIDENTS' DAY CELEBRATION PROGRAM, WHICH INCLUDED PRESIDENTIAL TRIVIA, MUSICAL ENTERTAINMENT, AND KEYNOTE REMARKS BY LTCOL STEVE CHEALANDER, ONE OF PRESIDENT REAGAN'S MILITARY AIDES.> VETERAN'S DAY: THE REAGAN FOUNDATION RECEIVED PERMISSION FROM VENTURA COUNTY TO HOLD A SMALL, IN- PERSON VETERAN'S DAY EVENT FOR 100 GUESTS; AND THEN LIVE- STREAMED THE PROGRAM RECEIVING OVER 11,000 VIEWS. THE PROGRAM INCLUDED KEYNOTE REMARKS BY CONGRESSMAN (AND FORMER US NAVY SEAL) DAN CRENSHAW AND CONGRESSMAN MIKE GARCIA, REPRESENTATIVE FOR CALIFORNIA'S 25TH DISTRICT (HOME TO THE REAGAN LIBRARY) AND A FORMER US NAVY FIGHTER PILOT.> 9-11 COMMEMORATION - IN HONOR OF THE 20TH ANNIVERSARY OF THE SEPTEMBER 11TH ATTACKS, THE REAGAN LIBRARY HELD AN IN- PERSON COMMEMORATIVE EVENT. THE EVENT INCLUDED LIVE MUSICAL ENTERTAINMENT, AND REMARKS BY COLONEL DAVID SUTHERLAND AND FORMER NEW YORK TRANSIT POLICE OFFICER MARC MANFRO. 319 GUESTS ATTENDED THE IN-PERSON EVENT. > RONALD REAGAN'S BIRTHDAY CELEBRATION: TO HONOR PRESIDENT REAGAN, PRESIDENT GEORGE W. BUSH DESIGNATED UNITED STATES MARINE CORPS BASE CAMP PENDLETON TO PLACE A WREATH ON PRESIDENT REAGAN'S GRAVESITE ON HIS BEHALF ON EVERY FEBRUARY 6TH. THE CEREMONY INCLUDES A 21-GUN SALUTE. THIS YEAR'S PROGRAM WAS VIRTUAL DUE TO THE MUSEUM'S CLOSURE. OVER 7,000 PEOPLE WATCHED OUR ONLINE PROGRAM.THE YEAR AHEAD: FY 2022REAGAN FORUM PARTICIPANTS - IN PERSON> BRET BAIER (FOX NEWS HOST): 10/19/21> MICHAEL MEDVED (RADIO HOST); 11/9/21> JOEL ROSENBERG (AUTHOR); 11/30/21> CHRISTOPHER WRAY (DIRECTOR OF THE FBI); 1/31/2022> CRAIG SHIRLEY (AUTHOR); 2/22/22> NEWT GINGRICH (FORMER SPEAKER OF THE HOUSE); 2/24/22> CALLISTA GINGRICH (FORMER AMBASSADOR TO THE VATICAN); 2/24/22> AMY CONEY BARRETT (SUPREME COURT JUSTICE); 4/4/22> WILLIAM HURD (FORMER CONGRESSMAN, TEXAS); 4/21/22> DAVID MAMET (PLAYWRIGHT); 5/11/22> JACK CARR (AUTHOR); 5/18/21TIME FOR CHOOSING PARTICIPANTS - IN PERSON> NIKKI HALEY (FORMER AMBASSADOR TO THE UNITED NATIONS): 10/5/21> PEGGY NOONAN (WALL STREET JOURNAL COLUMNIST): 2/7/22> TOM COTTON (SENATOR, ARKANSAS): 3/7/22> KRISTI NOEM (GOVERNOR, SOUTH DAKOTA): 4/6/22> TIM SCOTT (SENATOR, SOUTH CAROLINA): 4/19/22> LARRY HOGAN (GOVERNOR, MARYLAND): 5/3/22> JONI ERNST (SENATOR, IOWA): 8/26/22REAGAN FORUM PARTICIPANTS - VIRTUAL> MATT RIDLEY/ALINA CHAN (AUTHORS); 11/17/21> JOHN AVLON (CNN CONTRIBUTOR); 2/28/22 SPECIAL PROGRAMS - IN PERSON> 30TH ANNIVERSARY OF THE REAGAN LIBRARY - NOVEMBER 4, 2021 MARKS THE 30TH ANNIVERSARY OF THE OPENING OF THE REAGAN LIBRARY. AS SUCH, THE FOUNDATION IS PLANNING A SERIES OF EVENTS TO COMMEMORATE THIS HISTORIC DATE, INCLUDING:> A COMMEMORATE PROGRAM WILL BE HELD ON NOVEMBER 7, 2021, WITH LIVE, PATRIOTIC MUSIC BY THE 1ST DIVISION MARINE BAND FROM CAMP PENDLETON, AS WELL AS REMARKS BY FORMER SECRETARY OF STATE DR. CONDOLEEZZA RICE, FORMER RONALD REAGAN SPEECHWRITER PETER ROBINSON, AND ARCHIVIST OF THE UNITED STATES DAVID FERRIERO.> A SPECIAL EXHIBITION WILL RUN FROM NOVEMBER 1 THROUGH NOVEMBER 30, 2021. ITEMS ON DISPLAY WILL INCLUDE THE DEDICATION SHOVELS FROM THE LIBRARY'S GROUNDBREAKING, THE HARD HAT PRESIDENT REAGAN WORE WHENEVER HE VISITED THE LIBRARY'S CONSTRUCTION SITE, AND THE PODIUM FROM WHICH HE GAVE HIS REMARKABLE SPEECH ON OPENING DAY.> LIVE MUSICAL CONCERTS WILL BE HELD NOVEMBER 13 AND NOVEMBER 20, 2021 BY THE THOUSAND OAKS HIGH SCHOOL VOCAL ENSEMBLE HONORS, THE AMERICAN FOLK BAND THE GOLDEN PIPERS, AND THE LOS ANGELES SHERIFF'S DEPARTMENT BAND. 16806734 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 0 0 0 0 0 0 0 0 0 1 79 0 1 136 1 1 1 0 0 0 0 1 1 0 0 0 0 X 24 24 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 FREDERICK J RYAN JR CHAIRMAN 1.00 X 0 0 0 CATHERINE G BUSCH SECRETARY 1.00 X 0 0 0 JOHN F W ROGERS TREASURER 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 ROBERT DAY 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 ANN MCLAUGHLIN KOROLOGOS 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 K RUPERT MURDOCH TRUSTEE 1.00 X 0 0 0 LACHLAN 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 PAUL RYAN TRUSTEE 1.00 X 0 0 0 BEN C SUTTON JR TRUSTEE 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 JOHN D HEUBUSCH EXECUTIVE DIRECTOR 40.00 X 555000 0 80056 ROGER ZAKHEIM DIRECTOR OF THE REAGAN INSTITUTE 40.00 X 495500 0 80051 JERRY ZUK CHIEF FINANCIAL OFFICER 40.00 X 237900 0 56411 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFICER 40.00 X 218081 0 55295 KEEGAN MICHELLE POWERS CHIEF DEVELOPMENT OFFICER 40.00 X 250000 0 28940 FITZPATRICK MARK E CHIEF DIGITAL STRATEGY OFFICER 40.00 X 188327 0 39427 COCHRAN ROBERT A DIRECTOR OF DEVELOPMENT - 40.00 X 231500 0 26238 GILLER MELISSA MICHELLE CHIEF MARKETING OFFICER 40.00 X 185000 0 51021 PENNAY ANTHONY CHIEF LEARNING OFFICER 40.00 X 174000 0 49583 KARUNARATNE PRIYANTHI CONTROLLER 40.00 X 153140 0 35883 JAVIER III ALMARIO D SENIOR DATA ARCHITECT & SY 40.00 X 141819 0 34624 TRAN JANET C ASSOCIATE DIRECTOR OF EDUC 40.00 X 138740 0 25393 HOFF RACHEL M POLICY DIRECTOR - WASHINGT 40.00 X 125168 0 13883 LEHNE JOHN M AIR FORCE ONE FACILITIES M 40.00 X 106910 0 30987 COPEL-LIVERMAN ELIZABETH ASSISTANT CONTROLLER 40.00 X 100375 0 13416 3301460 0 621208 15 0 1 0 GABRIEL GROUP PO BOX 1000 SOUTHEASTERN PA 19399 DIRECT MAIL CONSULTING 952822 SODEXO INC & AFFILIATES 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 93065 CATERING 530234 ROCATON INVESTMENT ADVISORS 4 CHASE METROTECH CENTER 7TH FLOOR EAST BROOKLYN NY 11245 INVESTMENT CONSTULTING 309777 INBUILDING SERVICES CORPORATION 4225 EXECUTIVE SQUARE SUITE 600 LA JOLLA CA 92037 IT SERVICES & SECURITY 281313 LEHMAN SMITH MCLEISH LLC 1212 BANKS STREET NW WASHINGTON DC 20007 ARCHITECTURE DESIGN 268741 16 22717222 7925 22717222 VISITOR SERVICES 900099 1160339 1160339 FOUNDATION SPECIAL EVENT FEES 900099 439907 439907 1600246 2540294 2540294 103911 103911 462470 309757 152713 152713 152713 2862027 0 2862027 2862027 2862027 983371 515198 468173 450223 17950 30444586 2050469 17950 5658945 X 506309 506309 3275889 1868984 341007 1065898 2905650 1971643 878024 55983 506331 312275 108502 85554 940594 635044 165176 140374 693203 484362 67644 141197 242184 1540 240644 61850 61850 71127 71127 526346 292202 177194 56950 478328 476220 2108 64679 45105 18633 941 324768 10870 313898 2082279 2047876 34403 230265 125469 8724 96072 272063 272063 4082019 4028055 49116 4848 651683 579278 72405 CONTRACTED SERVICES 1274769 964565 246815 63389 EVENT EXPENSES 1060799 904533 116 156150 DIRECT MAIL PRINTING 387014 0 0 387014 FOUNDATION EXHIBITS 357919 357919 0 0 2571685 1194485 572124 805076 23567753 16806734 3628338 3132681 7994868 10162011 53410636 56949667 154042 671801 827233 828796 1009031 913155 174433855 77986357 99621625 96447498 212240544 251490910 942850 4861607 376200829 422325445 1303498 1695551 4337422 5547725 9070763 9060494 950889 765808 15662572 17069578 X 194911770 208367497 165626487 196888370 360538257 405255867 376200829 422325445 6876833 37840777 0 X 0 1 X 1 0 X 30597415 28375591 19333767 14303002 22717222 115326997 30597415 28375591 19333767 14303002 22717222 115326997 24678038 90648959 3803469 4472727 5609146 4280432 3106675 21272449 136599446 34710351 0.66360 0.63140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 225647926 793529 42127801 1443354 267125902 222190607 5159766 1702447 225647926 211394903 4199730 8002907 1406933 222190607 174657681 26329351 12177346 1769475 211394903 159369728 16417858 1129905 174657681 0 0 24224633 24224633 115740382 52389531 63350851 33402546 25596826 7805720 1066294 1066294 96447498 PRIVATE EQUITY SECURITIES 52048260 F EQUITY MUTUAL FUNDS 96842564 F TRUST FUNDS HELD BY OTHERS 585228 F FIXED INCOME MUTUAL FUNDS 102014858 F 251490910 FINANCED LEASE LIABLITY 765808 765808 70660318 37840777 2374955 40215732 30444586 0 30444586 25942708 2374955 2374955 23567753 0 23567753 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 LIBRARY, 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 $194,201 AND $54,744 AT SEPTEMBER 30, 2021 AND 2020, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 515,198. RENTAL EXPENSES NETTED AGAINST REVENUE 309,757. PROVISION FOR DOUBTFUL PLEDGES 1,550,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE 515,198. RENTAL EXPENSES NETTED AGAINST REVENUE 309,757. PROVISION FOR DOUBTFUL PLEDGES 1,550,000. X X X X X X 1 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAIL CONSULTING 0 1833868 827016 1006852 DIRECT MAIL PROCESSORS 1150 CONRAD CT HAGERSTOWN MD 21740 DIRECT MAIL PROCESSING 0 0 44410 -44410 1833868 871426 962442 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 73 506309 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 100000 0 0 0 47500 0 32556 0 635056 0 0 0 ROGER ZAKHEIM DIRECTOR OF THE REAGAN INSTITUTE 410500 0 85000 0 0 0 47500 0 32551 0 575551 0 0 0 JERRY ZUK CHIEF FINANCIAL OFFICER 237900 0 0 0 0 0 23857 0 32554 0 294311 0 0 0 KEEGAN MICHELLE POWERS CHIEF DEVELOPMENT OFFICER 250000 0 0 0 0 0 6387 0 22553 0 278940 0 0 0 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFICER 218081 0 0 0 0 0 21954 0 33341 0 273376 0 0 0 COCHRAN ROBERT A DIRECTOR OF DEVELOPMENT - 231500 0 0 0 0 0 23217 0 3021 0 257738 0 0 0 GILLER MELISSA MICHELLE CHIEF MARKETING OFFICER 185000 0 0 0 0 0 18567 0 32454 0 236021 0 0 0 FITZPATRICK MARK E CHIEF DIGITAL STRATEGY OFFICER 188327 0 0 0 0 0 18899 0 20528 0 227754 0 0 0 PENNAY ANTHONY CHIEF LEARNING OFFICER 174000 0 0 0 0 0 17467 0 32116 0 223583 0 0 0 KARUNARATNE PRIYANTHI CONTROLLER 153140 0 0 0 0 0 15381 0 20502 0 189023 0 0 0 JAVIER III ALMARIO D SENIOR DATA ARCHITECT & SY 141819 0 0 0 0 0 14249 0 20375 0 176443 0 0 0 TRAN JANET C ASSOCIATE DIRECTOR OF EDUC 138740 0 0 0 0 0 13941 0 11452 0 164133 0 0 0 FUNDED SOLELY THROUGH PRIVATE GIFTS AND DONATIONS, WE HONOR THE LIFE OF RONALD REAGAN, ONE OF THE GREATEST AND MOST ADMIRED OF THE AMERICAN PRESIDENTS OF THE 20TH CENTURY. FISCAL YEAR 2021 MARKED THE SECOND FISCAL YEAR FOR THE FOUNDATION IN WHICH THE CORONAVIRUS PANDEMIC (COVID-19) IMPACTED OUR MUSEUM AND PROGRAMMING. THE REAGAN MUSEUM, WHICH ORIGINALLY CLOSED DUE TO COVID-19 ON MARCH 13, 2020, DIDN'T REOPEN UNTIL MAY 26, 2021 - ALMOST NINE MONTHS INTO OUR FISCAL YEAR. AS SUCH, TURNSTILE AND IN-PERSON EVENTS ONLY RAN FOR THREE MONTHS OF THE FISCAL YEAR, AND DIGITAL EVENTS WERE THE MAINSTAY OF OUR PROGRAMMING. FOR THE 3 MONTHS WE WERE OPEN, 65,475 VISITORS TOURED THROUGH THE REAGAN LIBRARY, OF WHICH NONE WERE STUDENT GROUPS. ANOTHER 407 GUESTS CAME UP TO THE LIBRARY'S HILLTOP TO PARTICIPATE IN A PROGRAM OR EVENT. JUST UNDER 393 GUESTS ATTENDED IN-PERSON EVENTS AND PROGRAMS AT OUR INSTITUTE OFFICES IN WASHINGTON, D.C. 710,759 GUESTS VIEWED OUR EVENT PROGRAMMING THROUGHOUT FISCAL YEAR 2021, WHICH AIRED ON OUR YOUTUBE CHANNEL (WWW.YOUTUBE.COM/REAGANFOUNDATION). > REAGAN INSTITUTE STRATEGY GROUP: THE REAGAN INSTITUTE STRATEGY GROUP (RISG) CONVENES 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 NATIONAL SECURITY ADVISOR JOHN BOLTON, REPRESENTATIVE LIZ CHENEY, SENATOR LINDSEY GRAHAM, AND GOVERNOR LARRY HOGAN, REPRESENTATIVE MICHAEL MCCAUL, AND SENATOR BEN SASSE. > WESTMINSTER 2.0 WORKING GROUP: THE WESTMINSTER 2.0 WORKING GROUP CONVENES PUBLIC OFFICIALS, TECHNOLOGY EXPERTS, FREEDOM AND DEMOCRACY ADVOCATES, AND BUSINESS LEADERS FOR MEETINGS TO PRODUCE A REPORT DETAILING RECOMMENDATIONS FOR MODERNIZING EFFORTS TO PROMOTE FREEDOM IN THE CONTEXT OF 21ST-CENTURY CHALLENGES AND OPPORTUNITIES, FROM RISING AUTHORITARIANISM TO EMERGING TECHNOLOGIES. PLANNED TO BE RELEASED IN JUNE 2022 AROUND THE 40TH ANNIVERSARY OF PRESIDENT REAGAN'S WESTMINSTER ADDRESS, THAT REPORT WILL DESCRIBE WHAT NEW LEGISLATION, STRUCTURES, AND RESOURCES ARE REQUIRED TO ADVANCE FREEDOM, DEMOCRACY, AND HUMAN RIGHTS IN TODAY'S WORLD. > THE LEADERSHIP AND THE AMERICAN PRESIDENCY (LTAP) PROGRAM: 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. > 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. THIS YEAR'S VISITING SCHOLARS ARE DR. CHRISTOPHER CAMPBELL AND DR. FRANCES TILNEY BURKE. > 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. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF THE FOUNDATION CAN ELECT TRUSTEES. PROPOSED TRUSTEES REQUIRE A MAJORITY VOTE TO BE ELECTE 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 EXECUTIVE DIRECTOR, INCLUDING ANY PROPOSED CHANGES, IS REVIEWED AT LEAST ANNUALLY BY THE BOARD OF TRUSTEES. >FOR 15B, CHAIRMAN OF THE BOARD AND SELECTED OTHER TRUSTEES ARE INCLUDED IN THE INTERVIEW PROCESS BASED UPON RECOMMENDATIONS OF THE EXECUTIVE DIRECTOR. AN INDEPENDENT SEARCH FIRM MAY BE USED AND MARKET/COMPETITIVE SALARY INFORMATION IS EVALUATED. INITIAL COMPENSATION AS PROPOSED BY THE EXECUTIVE DIRECTOR IS APPROVED BY THE CHAIRMAN. STAFF COMPENSATION AND PROPOSED CHANGES IS 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 PROGRAM ADMINISTRATION: PROGRAM SERVICE EXPENSES 346,963. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 346,963. DIRECT MAIL CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 330,200. TOTAL EXPENSES 330,200. SOFTWARE LICENSES AND MAINT (INC SALES FORCES): PROGRAM SERVICE EXPENSES 55,543. MANAGEMENT AND GENERAL EXPENSES 229,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 284,920. TELEPHONE & DATA: PROGRAM SERVICE EXPENSES 152,647. MANAGEMENT AND GENERAL EXPENSES 55,047. FUNDRAISING EXPENSES 2,363. TOTAL EXPENSES 210,057. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 104,153. MANAGEMENT AND GENERAL EXPENSES 18,772. FUNDRAISING EXPENSES 22,470. TOTAL EXPENSES 145,395. BANK FEES AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 71,614. MANAGEMENT AND GENERAL EXPENSES 75. FUNDRAISING EXPENSES 66,769. TOTAL EXPENSES 138,458. DIRECT RESPONSE DIGITAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 137,704. TOTAL EXPENSES 137,704. PRINTING & PUBLICATIONS: PROGRAM SERVICE EXPENSES 115,007. MANAGEMENT AND GENERAL EXPENSES 205. FUNDRAISING EXPENSES 13,087. TOTAL EXPENSES 128,299. EQUIPMENT RENTALS: PROGRAM SERVICE EXPENSES 108,119. MANAGEMENT AND GENERAL EXPENSES 16,098. FUNDRAISING EXPENSES 4,073. TOTAL EXPENSES 128,290. TAXES & FEES: PROGRAM SERVICE EXPENSES 11,397. MANAGEMENT AND GENERAL EXPENSES 107,494. FUNDRAISING EXPENSES 7,649. TOTAL EXPENSES 126,540. RECRUITMENT AND BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 44,756. FUNDRAISING EXPENSES 48,998. TOTAL EXPENSES 93,754. OTHER COSTS: PROGRAM SERVICE EXPENSES 45,809. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 42,402. TOTAL EXPENSES 88,211. WEB SERVICES: PROGRAM SERVICE EXPENSES 14,682. MANAGEMENT AND GENERAL EXPENSES 52,955. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,637. POSTAGE & FEDEX: PROGRAM SERVICE EXPENSES 40,120. MANAGEMENT AND GENERAL EXPENSES 6,242. FUNDRAISING EXPENSES 10,424. TOTAL EXPENSES 56,786. MARKETING EXPENSES AND RESEARCH: PROGRAM SERVICE EXPENSES 56,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,064. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 14,251. MANAGEMENT AND GENERAL EXPENSES 4,035. FUNDRAISING EXPENSES 37,002. TOTAL EXPENSES 55,288. DIRECT MAIL CAGING & FILLFULLMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 46,713. TOTAL EXPENSES 46,713. COMPUTER SUPPLIES: PROGRAM SERVICE EXPENSES 12,399. MANAGEMENT AND GENERAL EXPENSES 29,353. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,752. STAFF INCENTIVES: PROGRAM SERVICE EXPENSES 15,068. MANAGEMENT AND GENERAL EXPENSES 7,314. FUNDRAISING EXPENSES 4,843. TOTAL EXPENSES 27,225. DIRECT MAIL POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 26,073. TOTAL EXPENSES 26,073. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 15,611. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,611. STAFF TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 5,710. MANAGEMENT AND GENERAL EXPENSES 401. FUNDRAISING EXPENSES 3,963. TOTAL EXPENSES 10,074. DIRECT MAIL LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 7,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,000. UNIFORMS EXPENSE: PROGRAM SERVICE EXPENSES 1,828. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 343. TOTAL EXPENSES 2,171. SPEAKER FEES: PROGRAM SERVICE EXPENSES 500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500.