2018-06-13T17:10:01-05:00 2017-09-30 454095250 ROSE SNYDER & JACOBS LLP 15821 VENTURA BLVD SUITE 490 ENCINO CA 91436 990 2016-10-01 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 2018-06-08 1 CRAIG M FRYE P00090236 8184610600 2018-06-08 2016 2022-09-23 18:48:47Z JOHN HEUBUSCH 40 PRESIDENTIAL DR SIMI VALLEY CA 93065 46128906 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. 27 27 167 0 45362 4673 23603913 30597415 5959223 6084384 2258413 2924632 3139207 2859745 34960756 42466176 692542 737817 0 0 7219218 7568596 562201 289629 3455591 18078753 15249769 26552714 23845811 8408042 18620365 305444144 337526146 8579824 8555226 296864320 328970920 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. 0 0 1271541 920630 [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 PRESIDENCYREAGAN FORUM PARTICIPANTS> DICK MORRIS (AUTHOR, POLITICAL CONSULTANT): 10/6/16> ANN COULTER (FOX NEWS HOST): 10/11/16> NEWT AND CALLISTA GINGRICH (AUTHORS): 10/18/16> MIKE LOVE (SINGER, THE BEACH BOYS): 10/23/16> DANA PERINO (FOX NEWS HOST): 11/15/16> MICHAEL MEDVED (RADIO HOST): 11/17/16> SAM DONALDSON (FORMER TV NEWS HOST): 2/6/17> SCOTT MCEWEN (AUTHOR): 2/9/17> BRET BAIER (FOX TV NEWS HOST): 2/13/17> GEORGE W. BUSH (FORMER PRESIDENT OF THE UNITED STATES): 3/1/17> GARY LINFOOT (U.S. ARMY, RET.): 3/2/17> RICH LITTLE (COMEDIAN AND AUTHOR): 3/6/17> PEGGY GRANDE (AUTHOR): 3/11/17> JOHN HEUBUSCH (AUTHOR, AND EXECUTIVE DIRECTOR OF THE REAGAN FOUNDATION): 3/14/17> CRAIG SHIRLEY (AUTHOR): 3/28/17> DAVID HOROWITZ (AUTHOR): 4/5/17> WADE GOODWYN (RADIO HOST): 4/20/17> LANCE OROSKO (RADIO HOST): 4/20/17> CRAIG SHIRLEY (AUTHOR): 4/20/17> BEN SHAPIRO (RADIO HOST): 4/26/17> HUGH HEWITT (RADIO HOST): 4/26/17> LARRY ELDER (RADIO HOST): 4/26/17> DR. CONDOLEEZZA RICE (FORMER SECRETARY OF STATE): 5/18/17> JOHN AVLON (AUTHOR): 7/11/17> DON BROWN (AUTHOR): 8/1/17> JERRY YELLIN (FIGHTER PILOT): 8/1/17> PAUL KENGOR (AUTHOR): 8/8/17> MARK LEVIN (AUTHOR): 8/19/17> BOB BALLARD (OCEANOGRAPHER): 9/11/17> DAVID KEENE (AUTHOR): 9/19/17SPECIAL EVENTS> THE REAGAN NATIONAL DEFENSE FORUM: ON DECEMBER 2-3, 2016, THE FOUNDATION'S FOURTH ANNUAL REAGAN NATIONAL DEFENSE FORUM BROUGHT TOGETHER LEADERS AND KEY STAKEHOLDERS IN THE DEFENSE COMMUNITY - INCLUDING MEMBERS OF CONGRESS, CIVILIAN OFFICIALS AND MILITARY LEADERS FROM THE DEFENSE DEPARTMENT AND INDUSTRY - TO ADDRESS THE HEALTH OF OUR NATIONAL DEFENSE AND STIMULATE DISCUSSIONS THAT PROMOTE POLICIES TO STRENGTHEN THE U.S. MILITARY. THE DAY'S THEME WAS "PEACE THROUGH STRENGTH: NATIONAL DEFENSE AND THE NEW ADMINISTRATION." DOZENS OF SPEAKERS PARTICIPATED IN THE ALL-DAY PROGRAM WHICH INCLUDED KEYNOTE LUNCHEON REMARKS BY GENERAL JOSEPH F. DUNFORD, JR. (CHAIRMAN OF THE JOINT CHIEFS OF STAFF), CLOSING REMARKS BY THE HONORABLE ASH CARTER (UNITED STATES SECRETARY OF DEFENSE), AND THE PRESENTATION OF THE RONALD REAGAN PEACE THROUGH STRENGTH AWARD TO THE HONORABLE ASH CARTER AND FORMER VICE PRESIDENT DICK CHENEY.> FIRST 100 DAYS REVIEW: ON APRIL 27, 2017, THE REAGAN FOUNDATION, IN PARTNERSHIP WITH AM870 THE ANSWER, HOSTED A FIRST 100 DAYS REVIEW OF THE TRUMP PRESIDENCY. PANELISTS INCLUDED LARRY ELDER, BEN SHAPIRO AND HUGH HEWITT. > A NATION ENGAGED: POWER & THE PRESIDENCY: ON APRIL 20, 2017, THE REAGAN FOUNDATION, IN PARTNERSHIP WITH KCLU PUBLIC RADIO AND NPR NEWS HOSTED A NATION ENGAGED, A CITIZEN'S DISCUSSION ABOUT THE POWER OF THE PRESIDENCY WHILE SPECIFICALLY LOOKING AT THE PRESIDENT'S FIRST 100 DAYS IN OFFICE. THE CONVERSATION WAS MODERATED BY NPR'S WADE GOODWYN AND KCLU'S LANCE OROZCO AND PANELISTS INCLUDED PETER ROBINSON AND CRAIG SHIRLEY. 4322197 737817 [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. 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 26,000 5TH THROUGH 12TH GRADE STUDENTS WENT THROUGH THE LIBRARY'S INTERACTIVE AND IMMERSIVE EDUCATIONAL FACILITY KNOWN AS THE AIR FORCE ONE DISCOVERY CENTER. 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 GOVERNMENT FIGURES LIKE THE SECRETARY OF DEFENSE, WHITE HOUSE PRESS CORRESPONDENTS, CHAIRMAN OF THE JOINT CHIEFS OF STAFF, AND EVEN THE PRESIDENT OF THE UNITED STATES WHILE PARTICIPATING IN DIFFERENT MODULES INCLUDING THE WHITE HOUSE PRESS ROOM, THE WHITE HOUSE OVAL OFFICE AND THE U.S.S. RONALD REAGAN COMMAND DECISION CENTER. AT THE END OF THEIR ROLE-PLAYING EXERCISES THE STUDENTS ARE TREATED TO A "RIDE" ON AN ACTUAL AIR FORCE ONE SIMULATOR. > 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 2017, NEARLY 16,000 STUDENTS FROM ACROSS THE UNITED STATES COMPLETED APPLICATIONS. TWENTY 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.> RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLARS PROGRAM: ROUGHLY 200 VENTURA COUNTY HIGH SCHOOL STUDENTS FROM SCHOOLS ACROSS THE COUNTY COMPRISED THE 2017 CLASS OF RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLAR CANDIDATES. $50,000 IN COLLEGE SCHOLARSHIPS WAS AWARDED TO 13 STUDENTS WHO DEMONSTRATED OUTSTANDING LEADERSHIP, CHARACTER, COMMUNICATION SKILLS, ACADEMIC ACHIEVEMENT, AND COMMITMENT TO VENTURA COUNTY.> 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. STUDENTS FROM ACROSS THE COUNTRY COMPETED AT SIX REGIONAL QUALIFYING TOURNAMENTS, AND THE FOUNDATION PARTNERED WITH THE NATIONAL SPEECH AND DEBATE ASSOCIATION AS WELL AS THE NATIONAL ASSOCIATION FOR URBAN DEBATE LEAGUES TO BRING 16 NATIONAL FINALISTS TO THE REAGAN LIBRARY IN SIMI VALLEY. A TOTAL OF $40,000 IN SCHOLARSHIPS WAS AWARDED.> PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2017, 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 MORE THAN 15 PROFESSIONAL DEVELOPMENT OPPORTUNITIES BOTH ONSITE AT THE REAGAN LIBRARY AND THROUGH PRESENTING AND EXHIBITING AT CONFERENCES ACROSS THE COUNTRY. WE DISTRIBUTED THOUSANDS OF COPIES OF OUR FREE CURRICULUM BOTH ONLINE AND IN-PERSON. FOR STUDENTS, THE APLC HOSTED A MEDAL OF HONOR FORUM, THE SIMI VALLEY YOUTH TOWN HALL, THE SIMI VALLEY YOUTH SUMMIT, A CONSTITUTION DAY LECTURE WITH LEADING HISTORIAN DR. GORDON LLOYD, AND A REAGAN LEADERSHIP SUMMIT. IN ADDITION, THE APLC WORKED WITH SCHOOLS FROM ALL 50 STATES TO AWARD MORE THAN 1,300 STUDENT LEADERSHIP AWARDS. IN TOTAL, THE APLC WORKED WITH MORE THAN 3,800 STUDENTS AND 2,000 EDUCATORS BOTH ONSITE AND THROUGH OUTREACH PROGRAMS.> EDUCATOR NIGHT AND TEACHER WORKSHOPS: MULTIPLE TEACHER "OPEN HOUSES AND CURRICULUM WORKSHOPS WERE OFFERED TO TEACHERS FROM AROUND THE COUNTRY TO SHOWCASE THE CIVIC LEARNING FOCUSED EDUCATIONAL OFFERINGS OF THE REAGAN FOUNDATION.> STUDENT LEADERSHIP PROGRAM: THIS PAST SUMMER, 180 HIGH SCHOOL STUDENTS FROM ACROSS THE COUNTRY LEARNED HOW EFFECTIVE COMMUNICATION, OPTIMISM, AND INFORMED DECISION MAKING ARE ESSENTIAL TO LEADERSHIP. THEY SPENT FIVE DAYS AT THE LIBRARY WORKING WITH EDUCATORS, COMMUNITY MENTORS, AND IN SOME CASES THEIR SCHOOL ADMINISTRATION TO CREATE THEIR OWN PERSONAL LEADERSHIP ACTION PLAN. STUDENTS GRADUATE FROM THE PROGRAM PREPARED TO MAKE A DIFFERENCE IN THEIR COMMUNITY OR SCHOOL. > THE LEADERSHIP AND THE AMERICAN PRESIDENCY (LTAP) PROGRAM: THE LTAP PROGRAM IS A NEW OPPORTUNITY FOR UNDERGRADUATE STUDENTS FROM ACROSS THE COUNTRY TO SPEND A SUMMER OR SEMESTER IN WASHINGTON, DC IMMERSED INTO AN EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS IN THE PROGRAM TAKE AN ACCREDITED COURSE, LEADERSHIP AND THE 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. LAUNCHED IN THE SUMMER OF 2016, THE LTAP PROGRAM HAS SERVED 135 STUDENTS, AND THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE HAS AWARDED $472,170.00 TO MAKE THIS OPPORTUNITY POSSIBLE FOR STUDENTS. 11517520 6787363 [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 CONTEMPORARY EXHIBITS AS A WAY TO PROVIDE THE LOCAL COMMUNITIES WITH A WORLD-CLASS FAMILY DESTINATION.TEMPORARY EXHIBITS> TITANIC (THIS FISCAL YEAR INTO NEXT FISCAL YEAR: MAY 27, 2017 - JANUARY 7, 2018): THIS BRAND-NEW 10,000 SQUARE FOOT EXHIBITION, REUNITING HUNDREDS OF TITANIC ARTIFACTS THAT HAVE NOT BEEN TOGETHER SINCE THE SHIP'S FATEFUL NIGHT IN 1912 WITH MATERIAL AND ARTIFACTS FROM THE 1984-1985 DISCOVERY OF THE TITANIC AS WELL AS WITH ITEMS FROM THE 1997 MOVIE, IS A FIRST-OF-ITS-KIND EXHIBITION NOT SEEN ANYWHERE ELSE BEFORE. TITANIC AT THE REAGAN LIBRARY HONORS THE 1,500 SOULS WHO PERISHED IN THAT TRAGEDY, ALONG WITH THE 267 BRAVE AMERICAN SEAMEN WHO PERISHED ON THE THRESHER AND SCORPION. OUT OF RESPECT, NONE OF THE ARTIFACTS DISPLAYED IN THIS EXHIBITION WERE SALVAGED FROM THE WRECK ITSELF - A SACRED FINAL RESTING PLACE.> INTERACTIVE! THE EXHIBITION: HOW POPULAR CULTURE RESHAPES TECHNOLOGY (OCTOBER 22, 2016 - APRIL 16, 2017): THIS 10,000 SQUARE FOOT EXHIBITION OFFERED A RIVETING, MEMORABLE EXPLORATION OF POPULAR CULTURE'S IMPACT ON TECHNOLOGY - PAST, PRESENT AND FUTURE - AND ITS DIRECT EFFECT ON HOW WE LIVE AND WORK, HOW WE MOVE, HOW EWE CONNECT AND HOW WE PLAY. TRANSPORTING GUESTS BACK TO THE 50'S, 60'S, 70'S AND 80'S, MUSEUM VISITORS LEARNED FIRSTHAND HOW POPULAR CULTURE FROM THOSE DECADES INSPIRED THE TECHNOLOGY OF TODAY AND FOR THE FUTURE.> CHRISTMAS AROUND THE WORLD (NOVEMBER 12, 2016 - JANUARY 8, 2017): THE SPECTACULAR EXHIBIT INCLUDED 26 EXQUISITELY DECORATED TREES REPRESENTING THE 26 COUNTRIES THAT PRESIDENT REAGAN VISITED WHILE IN OFFICE, AS WELL AS A WHITE HOUSE TREE. DECORATIONS ENCOMPASSED THE BRIGHT AND FESTIVE COLORS OF THE CARIBBEAN, THE CRYSTALS OF THE NORDIC COUNTRIES AND THE TRADITIONAL DECORATIONS OF ENGLAND AND EUROPE. THE FEATURED TREE WAS AN ELEGANT REPRODUCTION OF PRESIDENT AND MRS. REAGAN'S WHITE HOUSE TREE COMPLETE WITH "REAGAN RED" DECORATIONS AND DOZENS OF HAND-BLOWN GLASS ORNAMENTS.COMMUNITY EVENTS> PRESIDENTS' DAY, JULY 4TH AND, VETERAN'S DAY: THE LIBRARY CONTINUED ITS TRADITION OF HOSTING THE LOCAL COMMUNITY TO THREE DAYS OF MUSIC, PRESIDENTIAL LOOK-ALIKES, CHILDREN'S ACTIVITIES AND GREAT FOOD. THESE ANNUAL OUTREACH EVENTS HAVE BECOME A STAPLE FOR THE COMMUNITY. > 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. JAMES A. BAKER, III, WHO SERVED AS UNITED STATES SECRETARY OF THE TREASURY UNDER PRESIDENT REAGAN, AND UNITED STATES SECRETARY OF STATE AND LATER WHITE HOUSE CHIEF OF STAFF UNDER PRESIDENT GEORGE H. W. BUSH, WAS THE PROGRAM'S KEYNOTE SPEAKER. THE YEAR AHEAD: FY 2018FY2018 REAGAN FORUMS > AJIT PAI (CHAIRMAN OF THE FCC); 10/10/17> LEE EDWARDS (AUTHOR); 10/24/17> IVANKA TRUMP (SPECIAL ADVISOR TO THE PRESIDENT); 11/5/17> STEVEN MNUCHIN (UNITED STATES SECRETARY OF THE TREASURY); 11/5/17> JENNA BUSH HAGER (AUTHOR); 11/8/17> BARBARA PIERCE BUSH (AUTHOR); 11/8/17> PAT BOONE (SINGER, AUTHOR); 11/18/17> DR. ROBERT BALLARD (OCEANOGRAPHER); 12/12/17> DAVID LIMBAUGH (AUTHOR); 1/16/18> JAMES A. BAKER, III (FORMER SECRETARY OF THE TREASURY, FORMER SECRETARY OF STATE, FORMER WHITE HOUSE CHIEF OF STAFF); 2/6/18> JUSTIN TRUDEAU (CANADIAN PRIME MINISTER); 2/9/18> W. SCOTT LAMB (AUTHOR); 2/21/18> DAVID BRODY (AUTHOR); 2/21/18> HOWARD KURTZ (FOX NEWS ANCHOR); 3/5/18> MARK WEINBERG (AUTHOR); 3/6/18> CRAIG SHIRLEY (AUTHOR); 3/14/18> ERICK ERICKSON (AUTHOR); 3/21/18> KAREN PENCE (SECOND LADY OF THE UNITED STATES); 3/23/18> CHARLOTTE PENCE (AUTHOR); 3/23/18> SHEILA TATE (AUTHOR); 4/19/18> DENNIS PRAGER (RADIO HOST); 4/29/18> ROBERT JEFFRESS (PASTOR, COMMENTATOR); 4/29/18> BRET BAIER (FOX NEWS, HOST, BRET BAIER SPECIAL REPORT): 5/21/18> BRAD THOR (AUTHOR); 7/10/18FY2018 SPECIAL PROGRAMS> THE REAGAN NATIONAL DEFENSE FORUM: 12/1/17 - 12/2/17> THE REAGAN INSTITUTE SUMMIT ON EDUCATION: 4/11/18 - 4/12/18 17111258 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 86 0 1 167 1 1 1 0 0 0 0 1 1 0 0 X 27 27 1 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AR AZ CA CO CT FL GA HI IL IN KY MI MD ME MN MS NJ NV NY NC OK OR PA RI SC TN UT VA WI WV AL AK MA WA LA NH KS MT NM ND OH DC X X PREE KARUNARATNE 8055772717 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 930650600 JOHN D HEUBUSCH EXECUTIVE DIRECTOR 40.00 X X 558631 0 52791 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 LODWRICK M COOK 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 RUDOLPH W GIULIANI TRUSTEE 1.00 X 0 0 0 ROBERT M HIGDON JR TRUSTEE 1.00 X 0 0 0 JOHN M HUNTSMAN JR TRUSTEE 1.00 X 0 0 0 JEFFREY R IMMELT 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 SUSAN R MCCAW TRUSTEE 1.00 X 0 0 0 K 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 A JERROLD PERENCHIO TRUSTEE 1.00 X 0 0 0 T BOONE PICKENS TRUSTEE 1.00 X 0 0 0 GEORGE SHULTZ 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 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 40.00 X 208463 0 48236 JERRY ZUK CHIEF FINANCIAL OFFICER 40.00 X 63077 0 7105 MELISSA GILLER CHIEF MARKETING OFFICER 40.00 X 160159 0 41359 MARK FITZPATRICK CHIEF TECHNOLOGY OPERATION 40.00 X 162900 0 32340 KATHLEEN A SWIFT DIR. OF RETAIL & BUS. DEVE 40.00 X 158750 0 33240 ROBERT COCHRAN DIRECTOR OF DEVELOPMENT - WASHINGTON, D.C. 40.00 X 147346 0 1922 ANTHONY PENNAY CHIEF LEARNING OFFICER 40.00 X 149280 0 16180 STACY SHERIDAN DIRECTOR OF MAJOR GIFTS 40.00 X 192500 0 15960 JANET TRAN ASSOCIATE DIRECTOR OF EDUCATION 40.00 X 101900 0 16225 GLENN BAKER CHIEF FINANCIAL OFFICER 40.00 X 265022 0 49140 HAYDEN SHAW III CHIEF DEVELOPMENT OFFICER 40.00 X 388371 0 25210 CARY GARMAN SENIOR CONTROLLER 40.00 X 157774 0 34337 MOLLY BUKRO DIRECTOR OF MAJOR GIFTS 40.00 X 192500 0 9132 2906673 0 383177 14 1 1 0 ROBBINS KERSTEN DIRECT 855 EAST COLLINS BLVD RICHARDSON TX 750812251 DIRECT MAIL SERVICES AND CONSULTING 597144 DECOR INTERIOR DESIGN INC 2937 EAST 4TH STREET LOS ANGELES CA 90033 INTERIOR DESIGN SERVICES 434673 INFO 2 EXTREME INC 5777 W CENTURY BLVD 1500 LOS ANGELES CA 90045 WEBSITE DESIGN AND SUPPORT 248858 DMA DRYWALL & CONSTRUCTION INC 2320 WISTERIA ST SIMI VALLEY CA 93065 CONSTRUCTION 235005 PBC WILLARD LLC DBA CARR WORK PLACES 1455 PENNSYLVANIA NW STE 400 WASHINGTON DC 20004 RENT 234432 28 30597415 1607 30597415 VISITOR SERVICES 900099 5163754 5163754 FOUNDATION SPECIAL EVENT FEES 900099 920630 920630 6084384 1956034 1956034 601336 601336 1246099 656661 589438 589438 589438 2571699 1603101 968598 968598 968598 3071939 1402968 1668971 1623609 45362 42466176 7707993 45362 4115406 X 737817 737817 2133757 1262533 360119 511105 4004780 2484021 648850 871909 387198 168307 165793 53098 543770 430072 113698 499091 307214 89828 102049 127125 5770 121355 67950 67950 289629 289629 399149 233810 165339 881501 879214 2287 238128 60503 160571 17054 462889 16955 442717 3217 2176246 2142197 34049 244278 129071 55598 59609 112651 112651 3884681 3884681 239624 104778 134846 EVENTS 1166319 1166319 PRINTING & PUBLICATIONS 738950 249145 489805 EXHIBITS 515491 515491 PAYROLL PROCESSING 484491 303779 140070 40642 3510296 2029581 576939 903776 23845811 17111258 3278962 3455591 9305895 13444281 61734380 80360089 359699 347207 963090 900874 856858 1171309 140946622 62333418 81755053 78613204 150415952 162683827 53217 5355 305444144 337526146 2301123 2418233 6278701 6136993 8579824 8555226 X 150117729 153212706 80330669 109342292 66415922 66415922 296864320 328970920 305444144 337526146 18620365 13486235 0 X 0 1 X 1 0 X 7456115 18602993 13724309 23603913 30597415 93984745 7456115 18602993 13724309 23603913 30597415 93984745 24268527 69716218 4162028 4391824 5889628 4335219 3803469 22582168 116566913 36733945 0.59810 0.63100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 159369728 16417858 1129905 174657681 150110413 11759315 2500000 159369728 160308398 10000 -4207985 6000000 150110413 148171329 771616 12325453 960000 160308398 135587811 904137 12617381 938000 148171329 0 0 24159956 24159956 88411784 43388765 45023019 28374882 18944653 9430229 78613204 PRIVATE EQUITY SECURITIES 17997869 F EQUITY MUTUAL FUNDS 79414014 F TRUST FUNDS HELD BY OTHERS 422053 F FIXED INCOME MUTUAL FUNDS 64849891 F 162683827 58109541 13486235 2157130 15643365 42466176 0 42466176 26002941 2157130 2157130 23845811 0 23845811 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 $256,054 AT SEPTEMBER 30, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 97,500. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,402,969. RENTAL EXPENSES NETTED AGAINST REVENUE 656,661. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 97,500. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,402,969. RENTAL EXPENSES NETTED AGAINST REVENUE 656,661. LONDON, ENGLAND 0 0 PROGRAM SERVICES EXPENDITURES FOR THE MAINTENANCE OF THE STATUE IN LONDON WHICH WAS UNVEILED IN JULY 2011 DURING CENTENNIAL ANNIVERSARY EVENT OVERSEAS, WHERE RONALD REAGAN'S LEGACY OF INSPIRING FREEDOM AND CHANGING THE WORLD WAS CELEBRATED. 19474 0 0 0 0 0 0 19474 0 19474 0 0 0 0 0 0 X X X X X X 1 ROBBINS KERSTENDIRECT 855 EAST COLLINS BLVD RICHARDSON TX 75081 DIRECT MAIL CONSULTING 0 830451 597143 233308 GABRIEL GROUP 3190 RIDER TRAIL SOUTH EARTH CITY MO 63045 DIRECT MAIL CONSULTING 0 236425 155320 81105 1066876 752463 314413 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 148 737817 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 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JOHN D HEUBUSCH EXECUTIVE DIRECTOR 408631 0 150000 0 0 0 26500 0 26291 0 611422 0 0 0 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 196463 0 12000 0 0 0 21314 0 26922 0 256699 0 0 0 JERRY ZUK CHIEF FINANCIAL OFFICER 63077 0 0 0 0 0 0 0 7105 0 70182 0 0 0 MELISSA GILLER CHIEF MARKETING OFFICER 148159 0 12000 0 0 0 15732 0 25627 0 201518 0 0 0 MARK FITZPATRICK CHIEF TECHNOLOGY OPERATION 153900 0 9000 0 0 0 16416 0 15924 0 195240 0 0 0 KATHLEEN A SWIFT DIR. OF RETAIL & BUS. DEVE 146750 0 12000 0 0 0 15375 0 17865 0 191990 0 0 0 ANTHONY PENNAY CHIEF LEARNING OFFICER 141780 0 7500 0 0 0 15193 0 987 0 165460 0 0 0 STACY SHERIDAN DIRECTOR OF MAJOR GIFTS 177500 0 15000 0 0 0 0 0 15960 0 208460 0 0 0 GLENN BAKER CHIEF FINANCIAL OFFICER 250022 0 15000 0 0 0 29891 0 19249 0 314162 0 0 0 HAYDEN SHAW III CHIEF DEVELOPMENT OFFICER 265871 0 42000 0 80500 0 19875 0 5335 0 413581 0 0 0 CARY GARMAN SENIOR CONTROLLER 151774 0 6000 0 0 0 16193 0 18144 0 192111 0 0 0 MOLLY BUKRO DIRECTOR OF MAJOR GIFTS 177500 0 15000 0 0 0 0 0 9132 0 201632 0 0 0 PART I, LINE 1A FOUNDATION REIMBURSED TWO TRAVEL EXPENSES TO THE SECRETARY OF THE BOARD DURING THE YEAR. X 1 25000 FAIR MARKET VALUE X 1 1607 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 IN AN ANNUAL QUESTIONNAIRE FOR TRUSTEES AND KEY STAFF, SEVERAL RESPONDENTS SELF-IDENTIFIED RELATIONSHIPS OF A BUSINESS NATURE WITH OTHER RESPONDENTS. EXAMPLE OF SUCH RELATIONSHIPS WERE SERVING TOGETHER ON OTHER BOARDS AND USING THE SERVICES OF ANOTHER'S LAW FIRM. ALL RESPONSES WERE REVIEWED BY BOTH THE CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE FOR CONFLICTS THAT WOULD AFFECT THE FOUNDATION. 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 CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 317,743. MANAGEMENT AND GENERAL EXPENSES 157,827. FUNDRAISING EXPENSES 3,960. TOTAL EXPENSES 479,530. NARA EXHIBITS: PROGRAM SERVICE EXPENSES 460,223. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 460,223. PROGRAM ADMINISTRATION: PROGRAM SERVICE EXPENSES 444,623. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 444,623. OTHER FUNDRAISING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 332,741. TOTAL EXPENSES 332,741. POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 49,387. MANAGEMENT AND GENERAL EXPENSES 20,929. FUNDRAISING EXPENSES 206,378. TOTAL EXPENSES 276,694. BANK & CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 208,957. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,095. TOTAL EXPENSES 216,052. TAXES & FILING FEES: PROGRAM SERVICE EXPENSES 576. MANAGEMENT AND GENERAL EXPENSES 132,569. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 133,145. FUNDRAISING EVENT COSTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 129,110. TOTAL EXPENSES 129,110. TELEPHONE & DATA: PROGRAM SERVICE EXPENSES 89,537. MANAGEMENT AND GENERAL EXPENSES 34,274. FUNDRAISING EXPENSES 546. TOTAL EXPENSES 124,357. S/R SUPPLIES: PROGRAM SERVICE EXPENSES 117,453. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,453. DIRECT MAIL CAGING AND FULFILLMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 113,023. TOTAL EXPENSES 113,023. EQUIPMENT RENTAL & MAINTENANCE: PROGRAM SERVICE EXPENSES 62,269. MANAGEMENT AND GENERAL EXPENSES 36,758. FUNDRAISING EXPENSES 2,500. TOTAL EXPENSES 101,527. SOFTWARE LICENSE FEES: PROGRAM SERVICE EXPENSES 6,444. MANAGEMENT AND GENERAL EXPENSES 73,339. FUNDRAISING EXPENSES 10,641. TOTAL EXPENSES 90,424. RECRUITMENT: PROGRAM SERVICE EXPENSES 14,599. MANAGEMENT AND GENERAL EXPENSES 71,111. FUNDRAISING EXPENSES 2,980. TOTAL EXPENSES 88,690. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 83,933. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,933. DONOR SUPPORT AND RECOGNITION : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 55,780. TOTAL EXPENSES 55,780. STAFF TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 36,773. MANAGEMENT AND GENERAL EXPENSES 4,408. FUNDRAISING EXPENSES 8,855. TOTAL EXPENSES 50,036. STAFF INCENTIVES: PROGRAM SERVICE EXPENSES 6,884. MANAGEMENT AND GENERAL EXPENSES 27,732. FUNDRAISING EXPENSES 382. TOTAL EXPENSES 34,998. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 17,947. MANAGEMENT AND GENERAL EXPENSES 15,244. FUNDRAISING EXPENSES 954. TOTAL EXPENSES 34,145. MEDIA: PROGRAM SERVICE EXPENSES 33,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,377. MARKETING AND RESEARCH: PROGRAM SERVICE EXPENSES 27,069. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,069. RELOCATION EXPENSES: PROGRAM SERVICE EXPENSES 27,013. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,013. DUES & MEMBERSHIPS: PROGRAM SERVICE EXPENSES 15,710. MANAGEMENT AND GENERAL EXPENSES 2,748. FUNDRAISING EXPENSES 5,475. TOTAL EXPENSES 23,933. DIRECT MAIL OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 18,361. TOTAL EXPENSES 18,361. SPEAKER FEES: PROGRAM SERVICE EXPENSES 9,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,064. DIRECT MAIL LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,995. TOTAL EXPENSES 4,995.