2016-08-12T19:03:54-05:00 2015-09-30 454095250 ROSE SNYDER & JACOBS LLP 15821 VENTURA BLVD SUITE 490 ENCINO CA 91436 990 2014-10-01 770054631 THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE RONA 8055222977 40 PRESIDENTIAL DRIVE NO 200 SIMI VALLEY CA 930650600 GLENN BAKER CHIEF FIN OFFICER 8055222977 2016-08-09 1 CRAIG M FRYE P00090236 8184610600 2016-07-28 2014 2016-09-27 15:27:22Z JOHN HEUBUSCH 40 PRESIDENTIAL DR SIMI VALLEY CA 93065 31353968 0 X WWW.REAGANFOUNDATION.ORG X 1985 CA SEE SCHEDULE O 26 26 116 0 39694 360 18602993 13724309 3259638 2465646 2651526 4130049 2847819 2548455 27361976 22868459 616897 686609 0 0 5580609 5904942 657358 750019 4052753 12909147 13258771 19764011 20600341 7597965 2268118 292433726 286799196 7835908 8482519 284597818 278316677 X THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO PROMOTE RONALD REAGAN'S LEGACY AND THE PRINCIPLES HE CHAMPIONED, THROUGH EDUCATIONAL PROGRAMMING, COMMUNITY OUTREACH, PUBLIC SPEECHES AND DEBATES AND EXHIBITRY, WHICH NOT ONLY TEACH VISITORS ABOUT OUR NATION'S 40TH PRESIDENT AND THE POLICIES HE CREATED WHILE IN OFFICE, BUT TO ALSO SHOW THE IMPORTANCE AND THE IMPACT OF THESE POLICIES AND HOW THEY CONTINUE TO AFFECT THE GUIDING PRINCIPLES THAT GOVERN US TODAY. THROUGH OUR FUNDRAISING EFFORTS, DONORS HELP THE FOUNDATION TO CONTINUE HIS WORK AND TO SHAPE THE LEADERS OF TOMORROW. OVER 341,000 VISITORS CAME UP TO THE LIBRARY'S HILLTOP LAST YEAR, OF WHICH OVER 41,500 WERE SCHOOL CHILDREN. 0 0 1692961 625353 [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> PETER THIEL (CO-FOUNDER, PAYPAL): 10/1/14> RICHARD RIORDAN (FORMER MAYOR, LOS ANGELES): 10/9/14> NEWT AND CALLISTA GINGRICH (AUTHORS): 10/21/14> STEVEN HAYWARD (AUTHOR): 10/27/14> RICK PERRY (GOVERNOR, TEXAS): 10/27/14> MIKE HUCKABEE (FORMER GOVERNOR, ARKANSAS): 11/20/14> STEVE FORBES (EDITOR-IN-CHIEF, FORBES MAGAZINE): 1/14/15> MARTIN FROST (FORMER CONGRESSMAN, TEXAS): 2/12/15> TOM DAVIS (FORMER CONGRESSMAN, VIRGINIA): 2/12/15> SHARYL ATTKISSON (FORMER CBS ANCHOR): 3/11/15> GROVER NORQUIST (CHAIRMAN, AMERICANS FOR TAX REFORM): 4/20/15> MARCUS LUTTRELL (NAVY SEAL): 4/27/15> ERIC BLEHM (AUTHOR): 5/5/15> KEVIN MCCARTHY (MAJORITY LEADER): 5/7/15> JAMES ROGAN (SUPERIOR COURT JUDGE): 5/11/15> J.R. MARTINEZ (ARMY VETERAN): 5/21/15> MICHAEL MORELL (FORMER DEPUTY DIRECTOR, CIA): 5/28/15> DANA PERINO (FOX NEWS, CO-HOST OF "THE FIVE"): 6/8/15> GRETCHEN CARLSON (FOX NEWS, HOST OF "THE REAL STORY"): 6/26/15> ANN COULTER (RADIO HOST): 7/16/15> CARLY FIORINA (FORMER CEO, HEWLETT PACKARD): 7/20/15> MARK LEVIN (RADIO HOST): 8/16/15> ELIZABETH CHENEY (AUTHOR): 9/9/15 > RICHARD CHENEY (FORMER VICE PRESIDENT OF THE UNITED STATES): 9/9/15> DAVID GREGORY (AUTHOR): 9/21/15SPECIAL EVENTS> THE REAGAN NATIONAL DEFENSE FORUM: ON NOVEMBER 15, 2014, THE FOUNDATION'S SECOND 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 "BUILDING PEACE THROUGH STRENGTH FOR AMERICAN SECURITY." DOZENS OF SPEAKERS PARTICIPATED IN THE ALL-DAY PROGRAM WHICH INCLUDED KEYNOTE LUNCHEON REMARKS BY ADMIRAL JAMES A. WINNEFELD, JR. (VICE CHAIRMAN, JOINT CHIEFS OF STAFF), CLOSING REMARKS BY THE HONORABLE CHUCK HAGEL (UNITED STATES SECRETARY OF DEFENSE), AND THE PRESENTATION OF THE RONALD REAGAN PEACE THROUGH STRENGTH AWARD TO THE HONORABLE JOHN MCCAIN (UNITED STATES SENATOR, ARIZONA) AND THE HONORABLE LEON PANETTA (FORMER UNITED STATES SECRETARY OF DEFENSE).> THE 25TH ANNIVERSARY OF THE FALL OF THE BERLIN WALL: NOVEMBER 2014 MARKED TWENTY FIVE YEARS SINCE THE FALL OF THE BERLIN WALL. ON OCTOBER 21, 2014, THE RONALD REAGAN PRESIDENTIAL FOUNDATION COMMEMORATED THIS ANNIVERSARY WITH A SPECIAL PROGRAM AT HIS PRESIDENTIAL LIBRARY THAT FOCUSED ON THE IMPACT FELT AROUND THE WORLD ONCE THE WALL HAD FALLEN. THE DAY-LONG EVENT INCLUDED A PANEL SESSION WITH THE HONORABLE PETR GANDALOVIC (AMBASSADOR OF THE CZECH REPUBLIC IN WASHINGTON, D.C.), THE HONORABLE FERENC KUMIN (CONSUL GENERAL OF HUNGARY IN NEW YORK) AND MR. ADAM MICHNIK (POLISH DISSIDENT). THE PANEL WAS MODERATED BY JOHN O'SULLIVAN (DIRECTOR, DANUBE INSTITUTE IN PRAGUE).> CNN/REAGAN LIBRARY REPUBLICAN PRESIDENTIAL DEBATE: ON SEPTEMBER 16, 2015 THE REAGAN LIBRARY HOSTED A DEBATE BETWEEN GOP PRESIDENTIAL HOPEFULS WITH CNN. FIFTEEN CANDIDATES PARTICIPATED IN THIS HISTORIC EVENT: BEN CARSON - BUSINESSMAN; JEB BUSH - FORMER GOVERNOR OF FLORIDA; CHRIS CHRISTIE - GOVERNOR OF NEW JERSEY; BOBBY JINDAL - GOVERNOR OF LOUISIANA; JOHN KASICH - GOVERNOR OF OHIO; GEORGE PATAKI - FORMER GOVERNOR OF NEW YORK; SCOTT WALKER - GOVERNOR OF WISCONSIN; MIKE HUCKABEE - FORMER GOVERNOR OF ARKANSAS; DONALD TRUMP - BUSINESSMAN; CARLY FIORINA - BUSINESSWOMAN; TED CRUZ - UNITED STATES SENATOR, TEXAS; LINDSEY GRAHAM - UNITED STATES SENATOR, SOUTH CAROLINA; RAND PAUL - UNITED STATES SENATOR, KENTUCKY; MARCO RUBIO - UNITED STATES SENATOR, FLORIDA; AND RICK SANTORUM - FORMER PENNSYLVANIA SENATOR 2810742 686609 1840293 [PRESIDENTIAL LEARNING CENTER]A PLACE WHERE SCHOOL CHILDREN ARE INSPIRED TO LEARN ABOUT THIS COUNTRY'S GREAT LEGACY OF PRESIDENTIAL LEADERSHIP AND THE IMPORTANCE CHARACTER PLAYS IN OUR DEMOCRACY.> 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. DURING THIS FISCAL YEAR, NEW CURRICULUM WAS ADDED, AND THE USE OF SMART BOARDS AND IPADS WERE ADDED INTO THE LEARNING EXPERIENCE.> RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLARS PROGRAM: NEARLY 200 VENTURA COUNTY HIGH SCHOOL STUDENTS FROM SCHOOLS ACROSS THE COUNTY COMPRISED 2015'S CLASS OF RONALD REAGAN PRESIDENTIAL FOUNDATION SCHOLAR CANDIDATES. $50,000 IN COLLEGE SCHOLARSHIPS WAS AWARDED TO 12 STUDENTS.> THE 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 2015, 12,997 STUDENTS FROM ACROSS THE UNITED STATES COMPLETED APPLICATIONS. 20 STUDENTS WERE AWARDED THE SCHOLARSHIP, WHICH PROVIDES $10,000 PER YEAR FOR FOUR YEARS.> PRESIDENTIAL LEARNING CENTER PROGRAMMING: IN 2015, THE REAGAN FOUNDATION'S WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER CONTINUED TO ENGAGE STUDENTS AND TEACHERS FROM ACROSS THE COUNTRY WITH ITS GOAL OF CULTIVATING INFORMED AND ENGAGED CITIZENS AND LEADERS. THE APLC HOSTED MORE THAN 20 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. IN TERMS OF PROGRAMS FOR STUDENTS, THE APLC HOSTED PANELS FEATURING MEDAL OF HONOR RECIPIENTS, A SIMI VALLEY YOUTH TOWN HALL, AND A CONSTITUTION DAY LECTURE WITH LEADING HISTORIAN DR. GORDON LLOYD. IN ADDITION, THE APLC WORKED WITH SCHOOLS FROM ALL 50 STATES TO AWARD MORE THAN 1,500 STUDENT LEADERSHIP AWARDS. IN TOTAL, THE APLC WORKED WITH MORE THAN 3,500 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.> 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 $50,000 IN SCHOLARSHIPS WAS AWARDED. > SUMMER LEADERSHIP PROGRAM: SINCE 2013, THE RONALD REAGAN STUDENT LEADERSHIP PROGRAM HAS BEEN TURNING HIGH SCHOOL STUDENTS INTO ACTIVELY ENGAGED CITIZENS IN THEIR COMMUNITIES. STUDENTS LEARN ABOUT COMMUNICATION, OPTIMISM, AND INFORMED DECISION MAKING AS THEY CREATE LEADERSHIP ACTION PLANS. STUDENTS RETURN TO THEIR SCHOOLS AND COMMUNITIES, PREPARED TO MAKE A DIFFERENCE. 10451071 1553619 [THE MUSEUM]THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACYTEMPORARY EXHIBITS> AMAZING AUTOMOBILES: THE ULTIMATE CAR EXHIBIT (OCTOBER 28, 2014 - MAY 1, 2015): AMAZING AUTOMOBILES WAS A 12,000 SQUARE FOOT EXHIBITION IN PARTNERSHIP WITH THE PETERSEN AUTOMOTIVE MUSEUM TO SHOWCASE SOME OF THE PETERSEN'S MOST STUNNING AND MEMORABLE CARS AT THE REAGAN LIBRARY WHILE THE PETERSEN WAS CLOSED TO THE PUBLIC FOR RENOVATION. CARS ON DISPLAY INCLUDED THE BATMOBILE, THE CUSTOM FORD USED IN IN "GREASE," POPE JOHN PAUL II'S 1998 CADILLAC PAPAL PARADE PHAETON, A 1939 BUGATTI 57C ATALANTE AND MANY MORE.> A CALIFORNIA CHRISTMAS (NOVEMBER 16, 2014 - JANUARY 4, 2015): IN THIS EXHIBIT, 23 TREES WERE DECORATED TO SHOWCASE THE GREAT STATE OF CALIFORNIA. TREES REPRESENTED NOT ONLY TOURIST ATTRACTIONS SUCH AS THE CITIES OF SAN FRANCISCO AND NEARBY LOS ANGELES, BUT ALSO HISTORICAL LANDMARKS AND NATIONAL PARKS LIKE YOSEMITE AND THE REDWOODS. > 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. 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. VICE ADMIRAL MICHAEL MILLER WAS THE PROGRAM'S KEYNOTE SPEAKER. 14954774 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 56 0 1 116 1 1 1 0 0 0 0 1 1 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR AZ CA CO CT FL GA HI IL IN KY MD MA MI MN MS NJ NV NY NC OK OR PA RI SC TN UT VA WV WI LA NH AL KS X X CARY L GARMAN CPA 8055774107 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 930650600 NANCY REAGAN TRUSTEE 1.00 X 0 0 0 FREDERICK J RYAN JR CHAIRMAN 1.00 X 0 0 0 CATHERINE G BUSCH SECRETARY 1.00 X 0 0 0 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 K RUPERT MURDOCH 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 ROBERT H TUTTLE TRUSTEE 1.00 X 0 0 0 PETE WILSON TRUSTEE 1.00 X 0 0 0 ANDREW J LITTLEFAIR TRUSTEE 1.00 X 0 0 0 JON M HUNTSMAN JR TRUSTEE 1.00 X 0 0 0 PEGGY NOONAN TRUSTEE 1.00 X 0 0 0 BEN C SUTTON JR TRUSTEE 1.00 X 0 0 0 JOHN D HEUBUSCH EXECUTIVE DIRECTOR 40.00 X 500595 0 49800 GLENN BAKER CHIEF FINANCIAL OFFICER 40.00 X 213549 0 44631 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 40.00 X 186225 0 41814 HAYDEN SHAW III CHIEF DEVELOPMENT OFFICER 40.00 X 295595 0 34860 CARY GARMAN FINANCIAL CONTROLLER 40.00 X 147028 0 30513 MELISSA GILLER DIRECTOR OF COMMUNICATIONS 40.00 X 137638 0 37064 MARK FITZPATRICK DIRECTOR OF INFORMATION SE 40.00 X 147557 0 28972 WENDY WITHERS DIR. OF FOUNDATION & CORPO 40.00 X 145882 0 28917 KATHLEEN A SWIFT DIR. OF RETAIL & BUS. DEVE 40.00 X 138012 0 21901 1912081 0 318472 10 0 1 0 COMMAND PERFORMANCE CATERING 5273 COMMERCE AVE UNIT 6 MOORPARK CA 93021 FOOD SERVICES 871190 ROBBINS KERSTEN DIRECT 855 EAST COLLINS BOULEVARD RICHARDSON TX 750812251 DIRECT MAIL SERVICES AND CONSULTING 498411 DECOR INTERIOR DESIGN INC 2937 EAST 4TH STREET LOS ANGELES CA 90033 JANITORIAL SERVICES 405617 INFO 2 EXTREME INC 5777 W CENTURY BLVD 1500 LOS ANGELES CA 90045 WEB SITE DESIGN AND SUPPORT 305555 WRIGHT COLOR GRAPHICS 9051 SUNLAND BOULEVARD SUN VALLEY CA 91352 GRAPHIC DESIGN 209292 17 13724309 216777 13724309 AIR FORCE ONE ADMISSION 900099 1840293 1840293 FOUNDATION SPECIAL EVENT FEES 900099 625353 625353 2465646 4071069 4071069 450349 450349 1368210 863417 504793 504793 504793 6563480 6504500 58980 58980 58980 2710905 1117592 1593313 1553619 39694 22868459 4019265 39694 5085191 X 686609 686609 1367069 636653 142583 587833 3365830 2160374 484708 720748 354786 184313 70757 99716 427044 318766 2521 105757 390213 237164 50804 102245 126882 126882 77875 77875 750019 750019 664139 645588 18551 547653 547653 209511 43842 145834 19835 684659 606970 42654 35035 1603839 1453024 150815 221648 111717 64738 45193 56280 56280 3966062 3966062 206991 206991 TAXES & FILING FEES 106266 106266 EVENTS 1160687 1101220 59467 MUSEUM SUPPORT 606839 606839 PRINTING & PUBLICATIONS 579614 102428 477186 2439826 1338561 51546 1049719 20600341 14954774 1592814 4052753 9491456 11938817 45143003 48496762 685071 395292 954095 1014487 451961 1818235 137771662 54583291 84514753 83188371 151180710 139934555 12677 12677 292433726 286799196 1462658 2191239 6373250 6291280 7835908 8482519 X 152952823 149122130 65028073 62567625 66616922 66626922 284597818 278316677 292433726 286799196 2268118 -8549259 0 X 0 1 X 1 0 X 41804027 9834639 7456115 18602993 13724309 91422083 41804027 9834639 7456115 18602993 13724309 91422083 22806519 68615564 3870949 3962653 4162028 4391824 5889628 22277082 113699165 29474080 0.60350 0.59710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 160308398 10000 -4207985 6000000 150110413 148171329 771616 12325453 960000 160308398 135587811 904137 12617381 938000 148171329 121831359 129063 14545389 918000 135587811 118594712 6281185 -3044538 121831359 0 0 24159956 24159956 86253400 54583291 31670109 27358306 27358306 83188371 PRIVATE EQUITY SECURITIES 6809865 F EQUITY MUTUAL FUNDS 64634880 F TRUST FUNDS HELD BY OTHERS 3600503 F FIXED INCOME MUTUAL FUNDS 64889307 F 139934555 21134120 2395709 2395709 18738411 4130049 4130049 22868460 27415261 6814920 6814920 20600341 0 20600341 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. ACCOUNTS RECEIVABLE FROM NARA AMOUNTED TO $152,782 AT SEPTEMBER 30, 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 414,700. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,117,592. RENTAL EXPENSES NETTED AGAINST REVENUE 863,417. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME INCLUDED IN NET LOSS ON INVESTMENT ON FINANCIALS 4,130,049. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 414,700. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,117,592. RENTAL EXPENSES NETTED AGAINST REVENUE 863,417. INVESTMENT INCOME NETTED AGAINST NET INVESTMENT LOSS PER FINANCIALS 4,419,211. INVESTMENT FUND DOMICILE IN CAYMAN INVESTMENT (PUBLICALLY TRADED FUND) 5410861 INVESTMENT FUND DOMICILE IN CAYMAN INVESTMENT (PUBLICALLY TRADED FUND) 1327207 0 0 0 0 0 0 6738068 0 6738068 0 0 0 0 1 0 X X X X X X 1 ROBBINS KERSTENDIRECT 855 EAST COLLINS BLVD RICHARDSON TX 75081 DIRECT MAIL CONSULTING 0 1809864 498411 1311453 MCKEON GROUP 675 N WASHINGTON STREET STE 340 ALEXANDRIA VA 22314 FUNDRAISING CONSULTANT 0 850000 94152 755848 PORTER GORDON SILVER 3960 HOWARD HUGHES PRKWY 9TH FLOOR LAS VEGAS NV 89169 FUNDRAISING CONSULTANT 0 475000 39130 435870 LISA HARTSOCK 739 E BRAEBURN DRIVE PHOENIX AZ 85022 FUNDRAISING CONSULTANT 0 100000 24670 75330 PARAGON CHARITABLE SERVICES GROUP INC 35 INVERARY DOVE CANYON CA 92679 FUNDRAISING CONSULTANT 0 0 93656 -93656 3234864 750019 2484845 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 1 GE REAGAN SCHOLARS AND VENTURA COUNTY SCHOLARSHIPS 113 686609 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 400595 0 100000 0 0 0 26500 0 23300 0 550395 0 0 0 GLENN BAKER CHIEF FINANCIAL OFFICER 201549 0 12000 0 0 0 21355 0 23276 0 258180 0 0 0 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 176225 0 10000 0 0 0 18623 0 23191 0 228039 0 0 0 HAYDEN SHAW III CHIEF DEVELOPMENT OFFICER 265595 0 30000 0 0 0 26500 0 8360 0 330455 0 0 0 CARY GARMAN FINANCIAL CONTROLLER 141028 0 6000 0 0 0 14703 0 15810 0 177541 0 0 0 MELISSA GILLER DIRECTOR OF COMMUNICATIONS 128638 0 9000 0 0 0 13764 0 23300 0 174702 0 0 0 MARK FITZPATRICK DIRECTOR OF INFORMATION SE 141557 0 6000 0 0 0 14756 0 14216 0 176529 0 0 0 WENDY WITHERS DIR. OF FOUNDATION & CORPO 145882 0 0 0 0 0 7294 0 21623 0 174799 0 0 0 KATHLEEN A SWIFT DIR. OF RETAIL & BUS. DEVE 133012 0 5000 0 0 0 13801 0 8100 0 159913 0 0 0 PART I, LINE 1A THE FOUNDATION PROVIDED FIRST CLASS TRAVEL TO THOSE TRUSTEES WHO REQUESTED REIMBURSEMENT. THE FOUNDATION OBTAINED APPROVAL BY THE BOARD OF TRUSTEES. X 4 116871 FAIR MARKET VALUE X PRIVATE JET CHARTER 1 50000 FAIR MARKET VALUE X GOOGLE ADVERTISING 1 49906 FAIR MARKET VALUE 0 0 0 FORM 990, PART I, LINE 1 THE RONALD REAGAN PRESIDENTIAL FOUNDATION (THE "FOUNDATION") WAS INCORPORATED ON FEBRUARY 27, 1985 IN THE STATE OF CALIFORNIA TO OBTAIN FUNDING FROM PRIVATE SOURCES NECESSARY TO CONSTRUCT THE RONALD REAGAN PRESIDENTIAL LIBRARY AND MUSEUM IN SIMI VALLEY, CALIFORNIA. TODAY, THE FOUNDATION'S MISSION IS TO PROMOTE THE TIMELESS PRINCIPLES RONALD REAGAN CHAMPIONED: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, GLOBAL DEMOCRACY AND NATIONAL PRIDE. THESE PRINCIPLES GUIDED THE PRESIDENT THROUGHOUT HIS YEARS OF PUBLIC SERVICE. THROUGH ITS NONPROFIT STATUS, THE FOUNDATION CONDUCTS FUNDRAISING AND PROGRAMMING ACTIVITIES THAT SUSTAIN: THE RONALD REAGAN PRESIDENTIAL LIBRARY, INCLUDING THE MUSEUM (THE "LIBRARY"), THE CENTER FOR PUBLIC AFFAIRS, THE WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER, ESTABLISHED TO BE A PLACE WHERE SCHOOL CHILDREN ARE INSPIRED TO LEARN ABOUT CIVICS, THE PRESIDENCY, HISTORY AND LEADERSHIP AND THE AIR FORCE ONE PAVILION (THE "PAVILION"). THE PAVILION TELLS THE STORY OF PRESIDENT REAGAN'S ROLE IN ENDING THE COLD WAR AND SHOWCASES AIR FORCE ONE, THE BOEING 707 AIRCRAFT USED BY SEVEN UNITED STATES PRESIDENTS, INCLUDING PRESIDENT REAGAN. THE AIRCRAFT IS ON PERMANENT LOAN FROM THE UNITED STATES AIR FORCE. THE PAVILION HOUSES THE DISCOVERY CENTER, MADE POSSIBLE BY THE DONALD W. REYNOLDS FOUNDATION, WHERE STUDENTS PARTICIPATE IN PRESIDENTIAL DECISION MAKING AND ROLE PLAY REAL HISTORICAL SCENARIOS FROM THE REAGAN ADMINISTRATION DESIGNED TO REPRESENT THE EXECUTIVE BRANCH EXPERIENCE. THE LIBRARY HOUSES MORE THAN 63 MILLION PAGES OF PRESIDENTIAL, GUBERNATORIAL AND PERSONAL PAPERS, 1.5 MILLION PHOTOGRAPHS, AND OVER 60,000 GIFTS AND ARTIFACTS CHRONICLING THE LIVES OF RONALD AND NANCY REAGAN. IT NOW ALSO SERVES AS THE FINAL RESTING PLACE OF AMERICA'S 40TH PRESIDENT. DURING THE YEAR ENDED SEPTEMBER 30, 2014, THE FOUNDATION COMMITTED ITSELF TO DEVELOPING A NEW REAGAN INSTITUTE (THE "INSTITUTE") IN WASHINGTON, D.C. WHICH WILL BE FOCUSED ON EDUCATION INITIATIVES, RESEARCH AND PUBLISHING, AS WELL AS CONVENING THOUGHTFUL LEADERS, PRIMARILY WITHIN OUR NATION'S CAPITAL, ALL TO FURTHER PROMOTE RONALD REAGAN'S TIMELESS PRINCIPLES. IN CONJUNCTION WITH THIS COMMITMENT, THE FOUNDATION CHANGED ITS NAME TO THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE AND BEGAN INITIAL PLANNING EFFORTS TO BRING THIS NEW EFFORT TO FRUITION. 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 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 FORM 990, PART IX, LINE 24E POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 86,988. MANAGEMENT AND GENERAL EXPENSES 34,333. FUNDRAISING EXPENSES 351,700. TOTAL EXPENSES 473,021. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 230,280. MANAGEMENT AND GENERAL EXPENSES 134,165. FUNDRAISING EXPENSES 52,754. TOTAL EXPENSES 417,199. EXHIBITS: PROGRAM SERVICE EXPENSES 252,995. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 252,995. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 79,207. MANAGEMENT AND GENERAL EXPENSES 97,068. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,275. MEDIA: PROGRAM SERVICE EXPENSES 163,529. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 163,529. OTHER FUNDRAISING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 161,226. TOTAL EXPENSES 161,226. MAIL ORDER EXPENSE: PROGRAM SERVICE EXPENSES 156,589. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 156,589. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 5,176. MANAGEMENT AND GENERAL EXPENSES 3,211. FUNDRAISING EXPENSES 118,627. TOTAL EXPENSES 127,014. TELEPHONE: PROGRAM SERVICE EXPENSES 1,946. MANAGEMENT AND GENERAL EXPENSES 98,957. FUNDRAISING EXPENSES 644. TOTAL EXPENSES 101,547. SPEAKER FEES: PROGRAM SERVICE EXPENSES 100,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,000. MAILHOUSE & FULFILLMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 90,124. TOTAL EXPENSES 90,124. DONOR RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 62,393. TOTAL EXPENSES 62,393. COMPUTER SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 61,335. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,335. EQUIPMENT RENTAL & MAINTENANCE: PROGRAM SERVICE EXPENSES 10,412. MANAGEMENT AND GENERAL EXPENSES 38,696. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,108. LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 34,057. TOTAL EXPENSES 34,057. RETAIL SUPPLIES: PROGRAM SERVICE EXPENSES 11,439. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,439. STAFF TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 781. FUNDRAISING EXPENSES 495. TOTAL EXPENSES 1,276. OTHER DIRECT MAIL EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 699. TOTAL EXPENSES 699.