2015-08-14T11:55:16-05:00 2014-09-30 454095250 ROSE SNYDER & JACOBS LLP 15821 VENTURA BLVD SUITE 490 ENCINO CA 91436 990 2013-10-01 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 2015-08-14 1 CRAIG M FRYE P00090236 8184610600 2015-08-11 2013 2016-03-07 17:11:31Z JOHN HEUBUSCH 40 PRESIDENTIAL DR SIMI VALLEY CA 93065 30777920 0 X WWW.REAGANLIBRARY.COM X 1985 CA THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE'S PRIMARY EXEMPT PURPOSE IS TO RECEIVE AND ADMINISTER FUNDS FOR AND TO CAUSE, DESIGN, CONSTRUCT, ESTABLISH, MAINTAIN, OPERATE, AND SUPERVISE A PRESIDENTIAL LIBRARY, A MUSEUM, AN AIR FORCE ONE PAVILION, A CENTER FOR PUBLIC AFFAIRS, AND A PRESIDENTIAL LEARNING CENTER.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. 26 26 112 0 35861 0 7456115 18602993 3263413 3259638 4804467 2651526 2971402 2847819 18495397 27361976 477150 616897 0 0 5458990 5580609 823864 657358 4021742 12224429 12909147 18984433 19764011 -489036 7597965 274624096 292433726 7961477 7835908 266662619 284597818 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 376,000 VISITORS CAME UP TO THE LIBRARY'S HILLTOP LAST YEAR, OF WHICH OVER 42,500 WERE SCHOOL CHILDREN. 0 0 1118125 478709 [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> CHRIS MATTHEWS (HOST: MSNBC'S HARDBALL): 10/9/13> SCOTT BERG (AUTHOR): 10/10/13> CHARLES KRAUTHAMMER (AUTHOR): 11/2/13> JAKE TAPPER (HOST: CNN'S THE LEAD WITH JAKE TAPPER): 11/11/13> KEN WALSH (CHIEF WH CORRESPONDENT, US NEWS AND WORLD REPORT): 11/14/13> MARK HALPERIN (EDITOR-AT-LARGE, TIME MAGAZINE): 11/15/13> JOHN HEILEMANN (EDITOR, NEW YORK MAGAZINE): 11/15/13> TED BELL (AUTHOR): 12/10/13> JOE SCARBOROUGH (HOST: MSNBC'S THE SCARBOROUGH SHOW): 12/13/13> BEN COES (AUTHOR): 1/16/14> ROBERT GATES (FORMER US SECRETARY OF DEFENSE): 1/29/14> NEWT AND CALLISTA GINGRICH (AUTHORS): 2/3/14> WILLIAM BENNETT (FORMER US SECRETARY OF EDUCATION): 2/6/14> P.J. O'ROURKE (AUTHOR): 2/8/14> BOBBY JINDAL (GOVERNOR, LOUISIANA): 2/13/14> GREG GUTFELD (HOST: FOX NEWS THE FIVE): 3/26/14> "THE MORNING ANSWER"(LIVE RADIO BROADCAST): 4/4/14> TOMMY LASORDA (MANAGER, LOS ANGELES DODGERS): 4/28/14> HUGH HEWITT (LIVE RADIO BROADCAST): 5/2/14> RICK SANTORUM (FORMER US SENATOR, PENNSYLVANIA): 5/2/14> KEN ADELMAN (AUTHOR): 5/14/14> LYNNE CHENEY (AUTHOR): 5/20/14> VIN SCULLY (BROADCAST ANNOUNCER, LOS ANGELES DODGERS): 6/11/14> BRET BAIER (FOX NEWS NATIONAL CORRESPONDENT): 6/23/14> PAUL RYAN (US CONGRESSMAN, WISCONSIN): 8/28/14> DR. BEN CARSON (AUTHOR): 9/28/14SPECIAL EVENTS> THE REAGAN NATIONAL DEFENSE FORUM: ON NOVEMBER 16, 2013, THE FOUNDATION'S FIRST 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. DOZENS OF SPEAKERS PARTICIPATED IN THE ALL-DAY PROGRAM WHICH INCLUDED KEYNOTE LUNCHEON REMARKS BY GENERAL MARTIN DEMPSEY (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 ROBERT GATES (FORMER UNITED STATES SECRETARY OF DEFENSE) AND THE HONORABLE LEON PANETTA (FORMER UNITED STATES SECRETARY OF DEFENSE).> HONORING THE LEGACY OF RONALD REAGAN: 2014 MARKED TWENTY FIVE YEARS SINCE PRESIDENT REAGAN LEFT THE WHITE HOUSE AND TEN YEARS SINCE OUR NATION MOURNED HIS DEATH. ON JUNE 5, 2014, THE RONALD REAGAN PRESIDENTIAL FOUNDATION COMMEMORATED THESE ANNIVERSARIES WITH A SPECIAL PROGRAM AT HIS PRESIDENTIAL LIBRARY THAT FOCUSED ON HIS LEGACY AND IMPACT ON THE COUNTRY AFTER SO MANY YEARS SINCE LEAVING OFFICE. THE DAY-LONG EVENT INCLUDED A MORNING RECEPTION AND WELCOMING REMARKS, A PANELIST SESSION, MODERATED BY PEGGY NOONAN, TO DISCUSS HIS LEGACY AND HIS IMPACT IN TODAY'S POLITICS, AND A LUNCHEON KEYNOTE ADDRESS WITH THE HONORABLE JAMES BAKER. PANELISTS INCLUDED PRESIDENT REAGAN BIOGRAPHERS DR. STEVEN HAYWARD, MR. LOU CANNON, AND MR. CRAIG SHIRLEY, AS WELL AS TIME MAGAZINE EXECUTIVE EDITOR MIKE DUFFY. 2472436 616897 2780929 [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 26,000 5TH THROUGH 8TH 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 LIBRARY SCHOLARS: 203 VENTURA COUNTY HIGH SCHOOL STUDENTS FROM 25 DIFFERENT SCHOOL COMPRISED 2014'S CLASS OF REAGAN LIBRARY SCHOLARS. $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 2014, 11,796 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 2014, 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 IN 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. IN TERMS OF PROGRAMS FOR STUDENTS, THE APLC HOSTED PANELS FEATURING MEDAL OF HONOR RECIPIENTS, OLYMPIC GOLD MEDALIST DEREK PARRA, 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 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 EDUCATIONAL OFFERINGS OF THE REAGAN LIBRARY. 10607487 1712143 [THE MUSEUM]THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACYTEMPORARY EXHIBITS> SPY: THE SECRET WORLD OF ESPIONAGE (OCTOBER 30, 2013 - MARCH 9, 2014): MAKING ITS WEST COAST PREMIERE AT THE RONALD REAGAN PRESIDENTIAL LIBRARY AND MUSEUM, SPY: THE SECRET WORLD OF ESPIONAGE WAS AN UNPRECEDENTED 12,000 SQUARE FOOT EXHIBITION CREATED THROUGH A COLLABORATION BETWEEN THE CIA, FBI, THE NATIONAL RECONNAISSANCE OFFICE, THE FOREIGN EXCELLENT TRENCHCOAT SOCIETY AND BASE EXHIBITIONS. THE NEARLY 300 SPY GADGETS AND DOCUMENTS ON DISPLAY - MANY OF WHICH HAD NEVER BEFORE BEEN SEEN OUTSIDE OF CLASSIFIED CIRCLES - OR EVEN KNOWN - REVEALED AN UNSEEN PICTURE OF THE MYSTERIOUS WORLD OF ESPIONAGE. SPY PARTED THE VEIL, INVITING VISITORS INTO A SECRET WORLD OF PATRIOTS, SPIES, MOLES, TRAITORS, AND SPY CATCHERS: A WORLD WITH HEROES AND VILLAINS, WHOSE ACTIONS HELPED SHAPE THE WORLD WE LIVE IN TODAY. > A CALIFORNIA CHRISTMAS (NOVEMBER 17, 2013 - JANUARY 5, 2014): 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. > BASEBALL! THE EXHIBITION (APRIL 4, 2014 - SEPTEMBER 14, 2014): BASEBALL WAS A 12,000 SQUARE FOOT EXHIBITION FEATURING OVER 700 ARTIFACTS, INCLUDING SOME OF THE RAREST, HISTORIC AND ICONIC BASEBALL MEMORABILIA FROM THE LARGEST KNOWN PRIVATE COLLECTOR IN THE U.S. THE EXHIBIT DISPLAYED EXTRAORDINARY ARTIFACTS FROM BABE RUTH, JOE DIMAGGIO, LOU GEHRIG, JACKIE ROBINSON, THE BROOKLYN AND LOS ANGELES DODGERS, AND SCORES OF OTHER HISTORICALLY IMPORTANT PLAYERS AND ORGANIZATIONS. ALSO FEATURED WERE RARE ARTIFACTS RELATED TO RONALD REAGAN AND BASEBALL - FROM HIS DAYS CALLING CHICAGO CUBS GAMES, TO SIGNED BALLS AND JERSEYS HE RECEIVED WHILE PRESIDENT.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. FORMER UNITED STATES SECRETARY OF EDUCATION WILLIAM BENNETT WAS THE PROGRAM'S KEYNOTE SPEAKER. 14198048 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 53 0 1 112 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 CT FL GA HI IL IN KY LA ME MD MA MI MN MS MT NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI AL AK CO 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 475441 0 47599 GLENN BAKER CHIEF FINANCIAL OFFICER 40.00 X 212851 0 42838 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 40.00 X 177947 0 39255 HAYDEN SHAW III CHIEF DEVELOPMENT OFFICER 40.00 X 292269 0 33785 WENDY WITHERS DIR. OF FOUNDATION & CORPORATE RELATIONS 40.00 X 158144 0 21400 CARY GARMAN FINANCIAL CONTROLLER 40.00 X 144357 0 29073 MELISSA GILLER DIRECTOR OF COMMUNICATIONS 40.00 X 134581 0 34733 MARK FITZPATRICK DIRECTOR OF INFORMATION SE 40.00 X 143853 0 28008 KATHLEEN A SWIFT DIR. OF RETAIL & BUS. DEVE 40.00 X 135810 0 21086 ANTHONY PENNAY DIR. OF PRES. LEARNING CENTER 40.00 X 122142 0 12948 1997395 0 310725 10 0 1 0 COMMAND PERFORMANCE CATERING 5273 COMMERCE STREET 6 MOORPARK CA 93021 FOOD SERVICES 827756 BASE SPY CRAFT USA 3009 POST OAK BLVD SUITE 1200 HOUSTON TX 77056 MUSEUM EXHIBIT 513570 ROBBINS KERSTEN DIRECT 855 EAST COLLINS BOULEVARD RICHARDSON TX 750812251 DIRECT MAIL SERVICES AND CONSULTING 435439 DECOR INTERIOR DESIGN INC 2937 EAST 4TH STREET LOS ANGELES CA 90033 JANITORIAL SERVICES 391757 INFO 2 EXTREME INC 5777 W CENTURY BLVD 1500 LOS ANGELES CA 90045 WEB SITE DESIGN AND SUPPORT 280798 17 18602993 84971 18602993 AIR FORCE ONE ADMISSION 900099 2780929 2780929 FOUNDATION SPECIAL EVENT FEES 900099 478709 478709 3259638 2376000 2376000 520139 520139 1459467 879791 579676 579676 579676 1660000 1384474 275526 275526 275526 2899683 1151679 1748004 1712143 35861 27361976 4971781 35861 3751341 X 616897 616897 1501529 613681 136605 751243 3000413 2059843 372727 567843 306368 177864 39395 89109 393073 233430 44471 115172 379226 231353 36268 111605 49468 49468 86530 86530 657358 657358 870620 851730 18890 521971 521971 143136 37289 86353 19494 480190 401620 44624 33946 1679856 1463188 216668 184801 78937 52668 53196 55335 55335 4110644 4110644 184800 184800 TAXES & FILING FEES 104792 104792 EXHIBITS 1019311 1019311 PRINTING & PUBLICATIONS 571659 142285 429374 EVENTS 518810 490568 28242 2327224 962637 199427 1165160 19764011 14198048 1544221 4021742 9286043 9491456 35235713 45143003 685237 685071 973731 954095 642106 451961 135402122 50887369 88152262 84514753 139636327 151180710 12677 12677 274624096 292433726 1633761 1462658 6327716 6373250 7961477 7835908 X 152387520 152952823 48429793 65028073 65845306 66616922 266662619 284597818 274624096 292433726 7597965 10337234 0 X X 0 1 X 1 0 X 36218543 41804027 9834639 7456115 18602993 113916317 36218543 41804027 9834639 7456115 18602993 113916317 34199735 79716582 3206185 3870949 3962653 4162028 4391824 19593639 133509956 28943745 0.59710 0.49710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 148171329 771616 12325453 960000 160308398 135587811 904137 12617381 938000 148171329 121831359 129063 14545389 918000 135587811 118594712 6281185 -3044538 121831359 110700203 1162991 6731518 118594712 0 0 22656143 22656143 85780240 50887369 34892871 26965739 26965739 84514753 PRIVATE EQUITY SECURITIES 4407278 F EQUITY MUTUAL FUNDS 78580406 F TRUST FUNDS HELD BY OTHERS 4019196 F FIXED INCOME MUTUAL FUNDS 64030864 F COMMODITIES MUTUAL FUNDS 142966 F 151180710 39917980 10337234 2218770 12556004 27361976 0 27361976 21982781 2218770 2218770 19764011 0 19764011 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 $156,353 AT SEPTEMBER 30, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 187,300. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,151,679. RENTAL EXPENSES NETTED AGAINST REVENUE 879,791. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 187,300. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,151,679. RENTAL EXPENSES NETTED AGAINST REVENUE 879,791. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES INTERNATIONAL EVENTS: EXPENDITURES FOR THE REPAIRS OF THE STATUE IN LONDON WHICH WAS UNVEILED IN JULY 2011 DURING CENTENNIAL ANNIVERY EVENT OVERSEAS, WHERE RONALD REAGAN'S LEGACY OF INSPIRING FREEDOM AND CHANGING THE WORLD WAS CELEBRATED. 30414 0 0 0 0 0 0 30414 0 30414 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 1881410 435439 1445971 PORTER GORDON SILVER COMMUNICATIONS INC 3960 HOWARD HUGHES PRKWY 9TH FLOOR LAS VEGAS NV 89169 FUNDRAISING CONSULTANT 0 750000 129738 620262 STANLEY M BARATTA 667 CORTE ROSALINDA CAMARILLO CA 93010 FUNDRAISING CONSULTANT 0 100000 9000 91000 PARAGON CHARITABLE SERVICES GROUP INC 35 INVERARY DOVE CANYON CA 92679 FUNDRAISING CONSULTANT 0 25000 83181 -58181 2756410 657358 2099052 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 100 616897 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 395441 0 80000 0 0 0 26000 0 21599 0 523040 0 0 0 GLENN BAKER CHIEF FINANCIAL OFFICER 202851 0 10000 0 0 0 21285 0 21553 0 255689 0 0 0 JOANNE M DRAKE CHIEF ADMINISTRATIVE OFFIC 167947 0 10000 0 0 0 17795 0 21460 0 217202 0 0 0 HAYDEN SHAW III CHIEF DEVELOPMENT OFFICER 262269 0 30000 0 0 0 26000 0 7785 0 326054 0 0 0 WENDY WITHERS DIR. OF FOUNDATION & CORPORATE RELAT 151144 0 7000 0 0 0 0 0 21400 0 179544 0 0 0 CARY GARMAN FINANCIAL CONTROLLER 138357 0 6000 0 0 0 14436 0 14637 0 173430 0 0 0 MELISSA GILLER DIRECTOR OF COMMUNICATIONS 126081 0 8500 0 0 0 13458 0 21275 0 169314 0 0 0 MARK FITZPATRICK DIRECTOR OF INFORMATION SE 137853 0 6000 0 0 0 14385 0 13623 0 171861 0 0 0 KATHLEEN A SWIFT DIR. OF RETAIL & BUS. DEVE 129810 0 6000 0 0 0 13581 0 7505 0 156896 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 11578 FAIR MARKET VALUE X PRIVATE JET C 1 50000 FAIR MARKET VALUE X GOOGLE ADVERT 1 23393 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 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 71,077. MANAGEMENT AND GENERAL EXPENSES 21,324. FUNDRAISING EXPENSES 288,618. TOTAL EXPENSES 381,019. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 324. MANAGEMENT AND GENERAL EXPENSES 110,082. FUNDRAISING EXPENSES 146,976. TOTAL EXPENSES 257,382. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 248,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 248,377. DONOR RELATIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 204,914. TOTAL EXPENSES 204,914. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 77,573. MANAGEMENT AND GENERAL EXPENSES 120,085. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,658. OTHER FUNDRAISING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 183,208. TOTAL EXPENSES 183,208. MAILHOUSE & FULFILLMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 153,113. TOTAL EXPENSES 153,113. MAIL ORDER EXPENSE: PROGRAM SERVICE EXPENSES 152,981. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 152,981. MEDIA: PROGRAM SERVICE EXPENSES 117,327. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,327. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 6,468. MANAGEMENT AND GENERAL EXPENSES 4,839. FUNDRAISING EXPENSES 95,737. TOTAL EXPENSES 107,044. TELEPHONE: PROGRAM SERVICE EXPENSES 2,440. MANAGEMENT AND GENERAL EXPENSES 91,428. FUNDRAISING EXPENSES 1,260. TOTAL EXPENSES 95,128. LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 53,749. TOTAL EXPENSES 53,749. COMPUTER SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 53,006. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,006. EQUIPMENT RENTAL & MAINTENANCE: PROGRAM SERVICE EXPENSES 13,705. MANAGEMENT AND GENERAL EXPENSES 38,026. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,731. OTHER DIRECT MAIL EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 37,090. TOTAL EXPENSES 37,090. RETAIL SUPPLIES: PROGRAM SERVICE EXPENSES 28,842. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,842. BANK FEES: PROGRAM SERVICE EXPENSES 3,142. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,142. STAFF TRAINING & EDUCATION : PROGRAM SERVICE EXPENSES 381. MANAGEMENT AND GENERAL EXPENSES 637. FUNDRAISING EXPENSES 495. TOTAL EXPENSES 1,513. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE TO THE ORGANIZATION'S OVERSIGHT PROCESS OF THE AUDIT COMMITTEE DURING THE TAX YEAR.