2017-07-31T11:25:44-05:00 2016-09-30 454095250 ROSE SNYDER & JACOBS LLP 15821 VENTURA BLVD SUITE 490 ENCINO CA 91436 990 2015-10-01 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 2017-07-26 1 CRAIG M FRYE P00090236 8184610600 2017-07-26 2015 2021-01-29 14:40:06Z JOHN HEUBUSCH 40 PRESIDENTIAL DR SIMI VALLEY CA 93065 42576759 0 X WWW.REAGANFOUNDATION.ORG X 1985 CA SEE SCHEDULE O 25 25 123 0 36350 5305 13724309 23603913 2465646 5959223 4130049 2258413 2548455 3139207 22868459 34960756 686609 692542 0 0 5904942 7219218 750019 562201 3940477 13258771 18078753 20600341 26552714 2268118 8408042 286799196 305444144 8482519 8579824 278316677 296864320 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. 0 0 1089618 537571 [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> TERRY BRADSHAW (FORMER NFL FOOTBALL PLAYER): 10/9/15> ANN ROMNEY (FORMER FIRST LADY OF MASSACHUSETTS): 10/13/15> MARIA SHRIVER (TV PERSONALITY): 10/13/15> CRAIG SHIRLEY (AUTHOR): 10/14/15> NEWT AND CALLISTA GINGRICH (AUTHORS): 10/20/15> FRED BARNES (AUTHOR): 10/26/15> MORTON KONDRACKE (AUTHOR): 10/26/15> GREG GUTFELD (FOX NEWS, CO-HOST OF "THE FIVE"): 11/16/15> KARL ROVE (DEPUTY CHIEF OF STAFF AND SENIOR ADVISOR TO PRESIDENT BUSH): 1/7/16> SIR DERMOT TURING (AUTHOR): 1/12/16> ROBERT GATES (FORMER UNITED STATES SECRETARY OF DEFENSE): 2/1/16> MARLIN FITZWATER (SPEECHWRITER TO PRESIDENT REAGAN): 2/6/16> MICHAEL RAMIREZ (POLITICAL CARTOONIST): 2/17/16> GENERAL DAVID PETRAEUS (FORMER DIRECTOR OF THE CIA): 3/25/16> STEVE FORBES (EDITOR-IN-CHIEF, FORBES MAGAZINE): 4/7/16> J.C. WATTS, JR. (FORMER OKLAHOMA HOUSE OF REPRESENTATIVES): 4/13/16> STEVE CASE (CO-FOUNDER OF AOL): 4/29/16> JAMES ROSEBUSH (AUTHOR): 5/9/16> CHASE UNTEMEYER (AUTHOR): 6/9/16> MICHAEL REAGAN (AUTHOR): 6/11/16> JOE MONTEGNA (ACTOR): 6/16/16> PATTI DAVIS (AUTHOR): 6/18/16> ROB O'NEILL (FOX NEWS CORRESPONDENT): 7/27/16> MIKE PENCE (GOVERNOR OF INDIANA): 9/8/16> LAWRENCE KUDLOW (TV HOST, CNBC): 9/21/16> BRIAN DOMITROVIC (AUTHOR): 9/21/16SPECIAL EVENTS> THE REAGAN NATIONAL DEFENSE FORUM: ON NOVEMBER 7, 2015, THE FOUNDATION'S THIRD 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 IN A TIME OF TRANSITION AND TURBULENCE." DOZENS OF SPEAKERS PARTICIPATED IN THE ALL-DAY PROGRAM WHICH INCLUDED KEYNOTE LUNCHEON REMARKS BY THE HONORABLE ASH CARTER (U.S. SECRETARY OF DEFENSE), CLOSING REMARKS BY THE HONORABLE ROBERT WORK (DEPUTY SECRETARY OF DEFENSE), AND THE PRESENTATION OF THE RONALD REAGAN PEACE THROUGH STRENGTH AWARD TO THE HONORABLE CONDOLEEZZA RICE (FORMER UNITED STATES SECRETARY OF STATE) AND THE HONORABLE ADAM SMITH (CONGRESSMAN).> DEBATE VIEWING PARTY: ON SEPTEMBER 26, 2016, THE REAGAN FOUNDATION, IN PARTNERSHIP WITH KRLA'S THE ANSWER HOSTED A DEBATE VIEWING PARTY BETWEEN CANDIDATES DONALD TRUMP AND HILLARY CLINTON. THE VIEWING PARTY WAS MODERATED BY KRLA RADIO PERSONALITIES BEN SHAPIRO, ALISHA KRAUSS AND JENNIFER HORN.> COMMEMORATING PRESIDENT REAGAN'S HISTORIC STRATEGIC DEFENSE INITIATIVE SPEECH: ON MARCH 23, 2016 THE FOUNDATION HELD AN EVENT IN CONJUNCTION WITH THE MISSILE DEFENSE ADVOCACY ASSOCIATION (MDAA). SPEAKERS INCLUDED ROBERT "BUD" MCFARLANE (FORMER NATIONAL SECURITY ADVISOR UNDER PRESIDENT REAGAN), LTGEN TREY OBERINGM RET. (FORMER DIRECTOR OF THE MISSILE DEFENSE AGENCY) AND LTGEN SAMUEL GREAVES (COMMANDER, SPACE AND MISSILE SYSTEMS CENTER, AIR FORCE SPACE COMMAND, LOS ANGELES AIR FORCE BASE). 4095508 692542 3472785 [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 25,000 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 2016, MORE THAN 13,000 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: NEARLY 170 VENTURA COUNTY HIGH SCHOOL STUDENTS FROM SCHOOLS ACROSS THE COUNTY COMPRISED THE 2016 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. > RONALD REAGAN PUBLIC POLICY FELLOWSHIP PROGRAM: IN 2016, THIS FELLOWSHIP, UNDERWRITTEN BY THE DRAINE FAMILY CHARITABLE FOUNDATION INC., SUPPORTED A GRADUATE AT STUDENT THE UNIVERSITY OF CALIFORNIA, LOS ANGELES' LUSKIN SCHOOL OF PUBLIC AFFAIRS IN STUDYING RONALD REAGAN AND THE EFFECTS OF HIS ECONOMIC, SOCIAL, AND INTERNATIONAL POLICIES ON THE STATE OF CALIFORNIA, THE FEDERAL GOVERNMENT, AND THE WORLD. > PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2016, 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 YOUNG WOMEN'S 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.> SUMMER LEADERSHIP PROGRAM: THIS PAST SUMMER, 175 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. > 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 66 STUDENTS IN ITS INAUGURAL YEAR, AND THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE HAS AWARDED $233,735 IN SCHOLARSHIP FUNDING TO MAKE THIS OPPORTUNITY POSSIBLE FOR STUDENTS.> THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE AWARDED A TOTAL OF $692,542 IN VARIOUS SCHOLARSHIPS AND ASSISTANCE. 15284192 4044433 [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> FOOTBALL! THE EXHIBITION (JUNE 6, 2015 - JANUARY 17, 2016): FOOTBALL WAS A 5,000 SQUARE FOOT EXHIBITION FEATURING OVER 600 ARTIFACTS, INCLUDING SOME OF THE RAREST, HISTORIC AND ICONIC FOOTBALL MEMORABILIA IN THE COUNTRY. THE EXHIBIT DISPLAYED REMARKABLE ARTIFACTS FROM THE LEGENDS OF THE GAME, AS WELL AS SECTIONS ON THE LA RAMS, USC AND USCLA, AND SCORES OF OTHER HISTORICALLY IMPORTANT PLAYERS AND ORGANIZATIONS. > CHRISTMAS AROUND THE WORLD (NOVEMBER 14, 2015 - JANUARY 3, 2016): CHRISTMAS AROUND THE WORLD RETURNED AFTER A SIX-YEAR HIATUS. THE 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. MARLIN FITZWATER, SPEECHWRITER TO PRESIDENT REAGAN, WAS THE PROGRAM'S KEYNOTE SPEAKER. THE YEAR AHEAD: FY 2017FY2017 REAGAN FORUMS > DICK MORRIS (AUTHOR); 10/6/16> ANN COULTER (RADIO 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, CO-HOST OF "THE FIVE"): 11/15/16> MICHAEL MEDVED (RADIO HOST); 11/17/16> SAM DONALDSON (NEWS ANCHOR); 2/6/17> SCOTT MCEWEN (AUTHOR); 2/9/17> BRET BAIER (FOX NEWS, HOST, BRET BAIER SPECIAL REPORT): 2/13/17> GEORGE W. BUSH (FORMER PRESIDENT OF THE UNITED STATES): 3/1/17> GARY LINFOOT (U.S. ARMY, RETIRED); 3/2/17> RICH LITTLE (COMEDIAN); 3/6/17> PEGGY GRANDE (AUTHOR); 3/11/17> JOHN HEUBUSCH (AUTHOR); 3/14/17> CRAIG SHIRLEY (AUTHOR); 3/28/17> DAVID HOROWITZ (AUTHOR); 4/5/17> CONDOLEEZZA RICE (FORMER SECRETARY OF STATE); 5/18/17> JOHN AVLON (AUTHOR); 7/11/17> DON BROWN (AUTHOR); 8/1/17> JERRY YELLIN (AUTHOR); 8/1/17> PAUL KENGOR (AUTHOR); 8/8/17FY2017 SPECIAL PROGRAMS> THE REAGAN NATIONAL DEFENSE FORUM: 12/2/16 - 12/3/16> A NATION ENGAGED: POWER AND THE PRESIDENCY: 4/20/17> THE 1ST 100 DAYS FORUM: 4/26/17 20469318 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 0 0 0 0 0 0 0 0 1 66 0 1 123 1 1 1 0 0 0 0 1 1 0 0 X 25 25 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 X X CARY L GARMAN CPA 8055774107 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 930650600 JOHN D HEUBUSCH EXECUTIVE DIRECTOR 40.00 X X 515385 0 51605 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 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 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 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 GLENN BAKER CHIEF FINANCIAL OFFICER 40.00 X 232192 0 48308 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 40.00 X 204808 0 46197 JERRY ZUK CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 HAYDEN SHAW III CHIEF DEVELOPMENT OFFICER 40.00 X 305193 0 35853 CARY GARMAN SENIOR CONTROLLER 40.00 X 158600 0 33210 MELISSA GILLER CHIEF MARKETING OFFICER 40.00 X 152312 0 39668 MARK FITZPATRICK CHIEF TECHNOLOGY OPERATIONS 40.00 X 160000 0 31235 WENDY WITHERS DIR. OF FOUNDATION & CORPO 40.00 X 115402 0 28556 KATHLEEN A SWIFT DIR. OF RETAIL & BUS. DEVE 40.00 X 150423 0 24163 ANTHONY D PENNAY CHIEF LEARNING OFFICER 40.00 X 144423 0 15434 ROMEO LEGASPI CREATIVE SERVICES MANAGER 40.00 X 100346 0 25190 ALEXANDRA ERVAN ASSOC DIR OF DEV FOR IT SERVICES 40.00 X 100038 0 21164 2339122 0 400583 12 0 1 0 EVERGREEN ART TOURS LLC 7979 BROADWAY SUITE 107 SAN ANTONIO TX 78209 EXHIBIT SERVICE PROVIDER 1140000 DECOR INTERIOR DESIGN INC 2937 EAST 4TH STREET LOS ANGELES CA 90033 INTERIOR DESIGN SERVICES 470618 ROBBINS KERSTEN DIRECT 855 EAST COLLINS BOULEVARD RICHARDSON TX 750812251 DIRECT MAIL SERVICES AND CONSULTING 376200 INFO 2 EXTREME INC 5777 W CENTURY BLVD 1500 LOS ANGELES CA 90045 WEBSITE DESIGN AND SUPPORT 299958 U CREATIVE INC 72 S MAIN STREET MIAMISBURY OH 45342 WEBSITE DESIGN AND MAINTENANCE 260074 23 23603913 962301 23603913 AIR FORCE ONE ADMISSION 900099 3472785 3472785 VISITOR SERVICES 900099 1948867 1948867 FOUNDATION SPECIAL EVENT FEES 900099 537571 537571 5959223 2377526 2377526 570704 570704 1386990 950602 436388 436388 436388 4917753 5036866 -119113 -119113 -119113 3760650 1628535 2132115 2095765 36350 34960756 8054988 36350 3265505 692542 692542 1653096 779717 167261 706118 4210041 2606960 703493 899588 383326 208437 101249 73640 511330 371374 8573 131383 461425 284402 65303 111720 235669 29345 206324 89471 89471 562201 562201 1022289 973040 43783 5466 1113943 825395 288548 274577 86645 164459 23473 798777 764372 18977 15428 1879142 1729470 149672 271979 189362 48098 34519 69871 69871 3865445 3865445 255703 255703 TAXES & FILING FEES 93506 93506 EXHIBITS 3508203 3508203 EVENTS 1647003 1589508 57495 MISCELLANEOUS 639517 429154 210363 2313658 1280244 2516 1030898 26552714 20469318 2142919 3940477 11938817 9305895 48496762 61734380 395292 359699 1014487 963090 1818235 856858 140203790 58448737 83188371 81755053 139934555 150415952 12677 53217 286799196 305444144 2191239 2301123 6291280 6278701 8482519 8579824 X 149122130 150117729 62567625 80330669 66626922 66415922 278316677 296864320 286799196 305444144 8408042 10139601 0 X 0 1 X 1 0 X 9834639 7456115 18602993 13724309 23603913 73221969 9834639 7456115 18602993 13724309 23603913 73221969 12670957 60551012 3962653 4162028 4391824 5889628 4335219 22741352 95963321 33408184 0.63100 0.60350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 150110413 11759315 2500000 159369728 160308398 10000 -4207985 6000000 150110413 148171329 771616 12325453 960000 160308398 135587811 904137 12617381 938000 148171329 121831359 129063 14545389 918000 135587811 0 0 24159956 24159956 88082553 41178653 46903900 27961281 17270084 10691197 81755053 PRIVATE EQUITY SECURITIES 10033687 F EQUITY MUTUAL FUNDS 69573619 F TRUST FUNDS HELD BY OTHERS 3396418 F FIXED INCOME MUTUAL FUNDS 67412228 F 150415952 47905494 10139601 2805137 12944738 34960756 0 34960756 29357851 2805137 2805137 26552714 0 26552714 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 $179,014 AT SEPTEMBER 30, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 226,000. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,628,535. RENTAL EXPENSES NETTED AGAINST REVENUE 950,602. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 226,000. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,628,535. RENTAL EXPENSES NETTED AGAINST REVENUE 950,602. 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. 72904 0 0 0 0 0 0 72904 0 72904 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 1184150 376200 807950 MCKEON GROUP 675 N WASHINGTON STREET STE 340 ALEXANDRIA VA 22314 FUNDRAISING CONSULTANT 0 300000 102805 197195 LISA HARTSOCK 739 E BRAEBURN DRIVE PHOENIX AZ 85022 FUNDRAISING CONSULTANT 0 52640 34768 17872 PARAGON CHARITABLE SERVICES GROUP INC 35 INVERARY DOVE CANYON CA 92679 FUNDRAISING CONSULTANT 0 0 48428 -48428 1536790 562201 974589 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 1 GE REAGAN SCHOLARS AND VENTURA COUNTY SCHOLARSHIPS 129 692542 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. 1 X X X X X 0 0 0 0 0 0 0 0 0 JOHN D HEUBUSCH EXECUTIVE DIRECTOR 415385 0 100000 0 0 0 26500 0 25105 0 566990 0 0 0 GLENN BAKER CHIEF FINANCIAL OFFICER 220192 0 12000 0 0 0 23219 0 25089 0 280500 0 0 0 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 194808 0 10000 0 0 0 20481 0 25716 0 251005 0 0 0 HAYDEN SHAW III CHIEF DEVELOPMENT OFFICER 275193 0 30000 0 0 0 26500 0 9353 0 341046 0 0 0 CARY GARMAN SENIOR CONTROLLER 152600 0 6000 0 0 0 15860 0 17350 0 191810 0 0 0 MELISSA GILLER CHIEF MARKETING OFFICER 143312 0 9000 0 0 0 15231 0 24437 0 191980 0 0 0 MARK FITZPATRICK CHIEF TECHNOLOGY OPERATIONS 154000 0 6000 0 0 0 16000 0 15235 0 191235 0 0 0 KATHLEEN A SWIFT DIR. OF RETAIL & BUS. DEVE 145423 0 5000 0 0 0 15042 0 9121 0 174586 0 0 0 ANTHONY D PENNAY CHIEF LEARNING OFFICER 137423 0 7000 0 0 0 14442 0 992 0 159857 0 0 0 X 7 962301 FAIR MARKET VALUE 0 0 0 FORM 990, PART I, LINE 1 IN 2016, THE ORGANIZATION'S BOARD OF TRUSTEES APPROVED THE EXPANSION OF THIS MISSION TO INCLUDE PROJECTS AND PROGRAMS UNDER THE AUSPICES OF THE REAGAN INSTITUTE. THIS NEW ENTITY WILL MOVE BEYOND THE IMPORTANT MISSION OF PRESERVING THE MEMORY OF OUR 40TH PRESIDENT. THAT MEMORY IS CAPTURED 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 WILL PROACTIVELY PROMOTE PRESIDENT REAGAN'S IDEALS AND VISION, AS WELL AS SHARE 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 WILL BE A CENTER FOR YOUTH EDUCATION AND ACADEMIC ALLIANCES, SCHOLARLY WORK, AND SUBSTANTIVE, ISSUE-DRIVEN FORUMS. 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. OVER 431,778 VISITORS CAME UP TO THE LIBRARY'S HILLTOP LAST YEAR, OF WHICH OVER 40,427 WERE SCHOOL CHILDREN. 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 11 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