2012-08-10T10:07:50-05:00 2011-09-30 ROSE SNYDER & JACOBS LLP 15821 VENTURA BLVD SUITE 490 ENCINO CA 91436 990 2010-10-01 770054631 THE RONALD REAGAN PRESIDENTIAL FOUNDATION RONA 8055222977 40 PRESIDENTIAL DRIVE NO 200 SIMI VALLEY CA 930650600 GLENN BAKER 8055222977 2012-08-08 1 CRAIG M FRYE 8184610600 2010 2016-02-24 21:20:13Z JOHN HEUBUSCH 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 930650600 105338139 0 X WWW.REAGANLIBRARY.COM X 1985 CA THE RONALD REAGAN PRESIDENTIAL FOUNDATION'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. 24 24 115 0 10611 -143 36218543 41804027 1964913 2517788 2091181 5089977 2526389 3106896 42801026 52518688 60250 371599 0 0 3457653 5706462 1023511 1120423 5808561 15743453 22278172 20284867 29476656 22516159 23042032 236663740 249376056 4238192 2242379 232425548 247133677 X THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION 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 420,000 VISITORS CAME UP TO THE LIBRARY'S HILLTOP, OF WHICH OVER 43,000 WERE SCHOOL CHILDREN. 0 0 1077800 785856 [CENTER FOR 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> CONDOLEEZZA RICE (FORMER SECRETARY OF STATE): 10/19/10> VINCE FLYNN (AUTHOR): 10/20/10> SCOTT BROWN (MASSACHUSETTS GOVERNOR): 2/25/11> MICHAEL REAGAN (AUTHOR): 3/8/11> JAMES Q. WILSON (PEPPERDINE PROFESSOR): 3/22/11> DEL QUENTIN WILBER (AUTHOR) AND JERRY PARR (FORMER UNITED STATES SECRET SERVICE AGENT): 4/4/11> DENNIS MILLER (RADIO AND TV PERSONALITY): 6/24/11> MARGARET HOOVER (FOX NEWS CORRESPONDENT): 7/27/11> MARCO RUBIO (FLORIDA SENATOR): 8/23/11> CHRIS CHRISTIE (NEW JERSEY GOVERNOR): 9/27/11BOOK SIGNING PARTICIPANTS> MIKE HUCKABEE (FORMER GOVERNOR OF ARKANSAS): 11/29/10> NEWT AND CALLISTA GINGRICH (FORMER SPEAKER OF THE HOUSE AND AUTHOR): 2/7/11PERSPECTIVES ON LEADERSHIP PARTICIPANTS> GEORGE W. BUSH (FORMER PRESIDENT OF THE UNITED STATES): 11/18/10> DONALD RUMSFELD (FORMER U.S. SECRETARY OF DEFENSE): 3/16/11> RICHARD CHENEY (FORMER VICE PRESIDENT OF THE UNITED STATES): 9/20/11> ELIZABETH CHENEY (AUTHOR): 9/20/11ANNUAL REAGAN LECTURE PARTICIPANT> NO REAGAN LECTURE WAS HELD IN FISCAL YEAR 2011LIVE RADIO AND TELEVISION BROADCAST PARTICIPANTS> MICHAEL GALLEGHER (RADIO HOST, FOX NEWS): 5/9/11SPECIAL EVENTS> THE REAGAN CENTENNIAL GOP CANDIDATES REPUBLICAN DEBATE: ON SEPTEMBER 7, 2011 THE REAGAN LIBRARY HOSTED A DEBATE BETWEEN GOP PRESIDENTIAL HOPEFULS WITH MSNBC AND POLITICO.COM. > RONALD REAGAN DAY BILL SIGNING: ON JULY 28, 2010, MRS. RONALD REAGAN STOOD NEXT TO GOVERNOR ARNOLD SCHWARZENEGGER AT THE REAGAN LIBRARY AS HE HELD A CEREMONIAL BILL SIGNING FOR SB 944 BY SENATOR GEORGE RUNNER AND AB 1911 BY ASSEMBLY REPUBLICAN LEADER MARTIN GARRICK HONORING PRESIDENT RONALD REAGAN FOR HIS LIFE'S ACCOMPLISHMENTS AND HIS CONTRIBUTIONS TO CALIFORNIA. > SEPTEMBER 11TH FREEDOM WALK: ON THE 10TH ANNIVERSARY OF THE TERRORIST ATTACKS ON SEPTEMBER 11, 2001, THE REAGAN LIBRARY JOINED FORCES WITH MILITARYCONNECTION.COM TO REMEMBER THE VICTIMS WHO LOST THEIR LIVES AND TO HONOR OUR TROOPS AND VETERANS ASSOCIATED WITH THESE TIMESCOMMUNITY 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. > RONALD REAGANS 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. [RONALD REAGAN CENTENNIAL CELEBRATION EVENTS]THE RONALD REAGAN CENTENNIAL CELEBRATION WAS COMPRISED OF EVENTS, CONCERTS, STATUE UNVEILINGS, ACADEMIC SYMPOSIA, ATHLETIC TRIBUTES AND COMMEMORATIONS AROUND THE NATION AND THE WORLD IN HONOR OF THE 100TH ANNIVERSARY OF THE BIRTH OF RONALD REAGAN. BELOW IS A LISTING OF SOME OF THESE EVENTS.> THE TOURNAMENT OF ROSES PARADE FLOAT - JANUARY 1, 2011 (PASADENA, CA)> ACADEMIC SYMPOSIUM, UNIVERSITY OF SOUTHERN CALIFORNIA - FEBRUARY 1-2, 2011 (LOS ANGELES, CA AND SIMI VALLEY, CA)> CONCERT FOR AMERICA - A TRIBUTE TO RONALD REAGAN - FEBRUARY 5, 2011 (SIMI VALLEY, CA) > 100TH BIRTHDAY CEREMONY - FEBRUARY 6, 2011 (SIMI VALLEY, CA)> WASHINGTON NATIONAL CATHEDRAL RECOGNITION FEBRUARY 6, 2011 (WASHINGTON, D.C.)> RONALD REAGAN DAY PROCLAIMED - FEBRUARY 6, 2011> NFL SUPER BOWL XLV HONORS REAGAN CENTENNIAL - FEBRUARY 6, 2011 (ARLINGTON, TX)> RENOVATED MUSEUM OPENING - FEBRUARY 7, 2011 (SIMI VALLEY, CA)> RONALD REAGAN CENTENNIAL POSTAGE STAMP ISSUED - FEBRUARY 10, 2011 (SIMI VALLEY, CA). > ACADEMIC SYMPOSIUM, UNIVERSITY OF VIRGINIA - FEBRUARY 10-11, 2011 (CHARLOTTESVILLE, VA) > CONSERVATIVE POLITICAL ACTION CONFERENCE - FEBRUARY 10-12, 2011 (WASHINGTON, D.C.)> PARTNERSHIP WITH THE 2011 NORTHERN TRUST OPEN - FEBRUARY 17-20, 2011 (PACIFIC PALISADES, CA)> REAGAN TRIBUTE VIDEOS AT THE DAYTONA 500 (DAYTONA BEACH, FL) AND THE SUBWAY 400 (PHOENIX, AZ) - FEBRUARY 20 AND 27, 2011 > WALL STREET JOURNAL AND MANHATTAN INSTITUTE CONFERENCE - MARCH 22, 2011 (NEW YORK, NY)> PARTNERSHIP WITH THE AUTO CLUB SPEEDWAY - MARCH 27, 2011 (FONTANA, CA)> PARTNERSHIP WITH MAJOR LEAGUE BASEBALL TEAMS - APRIL - AUGUST, 2011> SANTA CATALINA FILM FESTIVAL - MAY 6, 2011 (SANTA CATALINA, CA)> REAGAN CENTENNIAL GALA - MAY 24, 2011 (WASHINGTON, D.C.)> RONALD REAGAN CLOSE-UP - JUNE 19 - 24, 2011 (WASHINGTON, D.C.) > INTERNATIONAL EVENTS - JUNE 27 - JULY 4, 2011> RONALD REAGAN CENTENNIAL REPUBLICAN DEBATE - SEPTEMBER 7, 2011 > PEPPERDINE UNIVERSITY CONFERENCE - SEPTEMBER 13, 2011> NATIONAL FOOTBALL COIN TOSS - SEPTEMBER-DECEMBER, 2011 1761047 269000 1731932 [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. > RONALD REAGAN PRESIDENTIAL LIBRARY SCHOLARS: 151 VENTURA COUNTY HIGH SCHOOL STUDENTS FROM 28 DIFFERENT SCHOOL COMPRISED 2011'S CLASS OF REAGAN LIBRARY SCHOLARS. $269,000 IN COLLEGE SCHOLARSHIPS WERE AWARDED. > CALIFORNIA CURRICULUM: IN HONOR OF THE FIRST CALIFORNIA RONALD REAGAN DAY, FEBRUARY 6, 2011, THE WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER PUBLISHED CURRICULUM FOR TEACHERS TO USE AT THE ELEMENTARY, MIDDLE AND HIGH SCHOOL LEVEL. > 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.> STUDENT SPEAKER SERIES: THE REAGAN FOUNDATION'S WALTER AND LEONORE ANNENBERG PRESIDENTIAL LEARNING CENTER HAS BROUGHT IN HIGH CALIBER SPEAKERS TO ADDRESS STUDENTS ABOUT THEIR CONCERNS BOTH ONSITE AND THROUGH AN ONLINE AUDIENCE. INCLUDED IN THE SERIES THIS YEAR WERE "A CALL TO SERVICE" FEATURING VETERANS FROM WORLD WAR II THROUGH THE CURRENT CONFLICT. ANOTHER PANEL, "CIVIC ENGAGEMENT THROUGH SOCIAL MEDIA," HAD FOUR PANELISTS DISCUSSING WAYS TO HARNESS SOCIAL MEDIA AS A MEANS FOR CIVIC ENGAGEMENT. 19494628 1881879 [THE MUSEUM]THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACYPERMANENT EXHIBITS> IN HONOR OF THE 100TH ANNIVERSARY OF PRESIDENT REAGAN'S BIRTH, THE REAGAN LIBRARY COMPLETELY RENOVATED ALL OF ITS GALLERIES (WITH THE EXCEPTION OF THE OVAL OFFICE AND AIR FORCE ONE EXHIBITS) AND RE-OPENED TO THE PUBLIC ON FEBRUARY 7, 2011 - ONE DAY AFTER THE PRESIDENT'S BIRTHDAY. THE RENOVATED 26,400 SQUARE FOOT MUSEUM EXPERIENCE INTEGRATES HUNDREDS OF ARTIFACTS, 50% NEVER BEFORE SEEN, AND DOZENS OF INTERACTIVE DISPLAYS. THESE 18 NEW GALLERIES PAY TRIBUTE TO AMERICA'S 40TH PRESIDENT AND HIS ACCOMPLISHMENTS BY CAPTURING HIS PATRIOTIC SPIRIT, HIS RESPECT FOR INDIVIDUAL LIBERTY, HIS BELIEF IN GLOBAL DEMOCRACY AND HIS SUPPORT OF ECONOMIC OPPORTUNITY. VISITORS ARE ABLE TO: ACT IN A MOVIE WITH RONALD REAGAN; DELIVER THE PRESIDENTS INAUGURATION SPEECH ON THE STEPS OF THE U.S. CAPITOL; SET THE TABLE FOR A WHITE HOUSE STATE DINNER; LEARN ABOUT REAGAN'S TAX REFORM POLICY BY PLAYING GAMES AT OUR REBUILDING AMERICA TABLE; AND READ THE PRESIDENT'S HANDWRITTEN DIARY BY TURNING THE PAGES THROUGH AN INTERACTIVE DISPLAY. FROM THE NEW MUSEUM EXPERIENCE, IT IS OUR HOPE THAT THE SCHEMATIC DESIGN, ARCHITECTURE, EXHIBITS, MEDIA, TECHNOLOGY, AND CONTENT SUCCESSFULLY CAPTURE THE CHARACTER OF RONALD REAGAN AND HELPS THE VISITOR EMBRACE THE LEGACY OF OUR 40TH PRESIDENT - HIS POLICY, HIS PATRIOTIC SPIRIT, AND HIS INSPIRED LEADERSHIP. TEMPORARY EXHIBITS> AN AMERICAN CHRISTMAS (NOVEMBER 18, 2010 - JANUARY 8, 2011): IN THIS EXHIBIT, 24 TREES WERE DECORATED TO CELEBRATE THE DEFINING MOMENTS OF AMERICA'S ROAD TO GREATNESS, FROM THE REVOLUTIONARY ERA TO TODAY. EACH TREE REFLECTS THE LIFE AND TIMES OF AMERICAN SOCIETY AND CULTURE DURING EACH DECADE BETWEEN 1700 AND 2010, THUS TRACING THE EVOLUTION OF AMERICA. THROUGH THE USE OF LIGHTS, ORNAMENTS AND DECORATIONS, EACH TREE BECOMES ITS OWN PIECE OF MAGNIFICENT ART. ALSO ON DISPLAY WERE A COLLECTION OF BEAUTIFUL HAND-CRAFTED MENORAHS THAT WERE GIVEN TO PRESIDENT REAGAN WHILE IN THE WHITE HOUSE.> THE WHITE HOUSE IN MINIATURE (MARCH 15, 2010 - APRIL 15, 2011): THE RONALD REAGAN PRESIDENTIAL LIBRARY'S SPECIAL EXHIBIT FEATURED THE WHITE HOUSE MINIATURE, AN AUTHENTIC RECREATION OF THE WHITE HOUSE MEASURING 50 FEET LONG AND 18 FEET WIDE: A ONE-FOOT-TO-ONE-INCH SCALE. TAKING OVER 600,000 HOURS OF LABOR TO CREATE, THE MINIATURE IS AN AMAZING REPLICA, SHOWING VISITORS AN INTIMATE LOOK INTO THE WHITE HOUSE - FROM THE LINCOLN BEDROOM TO THE OVAL OFFICE TO TINY, WORKING TELEVISIONS TO HAND-CARVED CHAIRS, TABLES AND CRYSTAL CHANDELIERS. CREATED BY THE ZWEIFEL FAMILY, AND FIRST EXHIBITED IN 1979, THE MINIATURE WHITE HOUSE HAS BEEN SEEN BY OVER 42 MILLION AMERICANS.> START YOUR ENGINES: AMERICAN RACE CARS AT THE REAGAN LIBRARY (MAY 27, 2011 OCTOBER 23, 2011): IN HONOR OF PRESIDENT REAGAN'S RELATIONSHIP AND FASCINATION WITH AUTO RACING, START YOUR ENGINES: AMERICAN RACE CARS AT THE REAGAN LIBRARY, FEATURED A WIDE ARRAY OF STORIED VEHICLES FROM THE HISTORY OF AMERICAN AUTO RACING FROM THE 1930S TO TODAY, INCLUDING THOSE FROM NASCAR AND INDYCAR. VISITORS VIEWED HISTORIC CARS DRIVEN BY LEGENDS SUCH AS DALE EARNHARDT, SR. AND RICHARD PETTY, AS WELL AS CARS BY CURRENT RACERS KURT BUSCH, JIMMIE JOHNSON, DALE EARNHARDT, JR. AND AUSTIN DILLON. 22333475 1 1 0 0 0 0 1 0 1 1 1 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 94 0 1 115 1 1 1 0 0 0 0 1 1 0 0 0 0 X 24 24 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 VT VA WA WV WI AL AK CO KS MO ID IA NE NV WY DC X X CARY L GARMAN CPA 8055774107 40 PRESIDENTIAL DRIVE SIMI VALLEY CA 930650600 NANCY REAGAN 1.00 X 0 0 0 FREDERICK J RYAN JR 1.00 X 0 0 0 CATHERINE G BUSCH 1.00 X 0 0 0 JOHN FW ROGERS 1.00 X 0 0 0 JOE L ALLBRITTON 1.00 X 0 0 0 RICK J CARUSO 1.00 X 0 0 0 MICHAEL P CASTINE 1.00 X 0 0 0 LODWRICK M COOK 1.00 X 0 0 0 STEVE FORBES 1.00 X 0 0 0 BRADFORD M FREEMAN 1.00 X 0 0 0 RUDOLPH W GIULIANI 1.00 X 0 0 0 ROBERT M HIGDON JR 1.00 X 0 0 0 JEFFREY R IMMELT 1.00 X 0 0 0 ANN MCLAUGHLIN KOROLOGOS 1.00 X 0 0 0 J TERRENCE LANNI 1.00 X 0 0 0 K RUPERT MURDOCH 1.00 X 0 0 0 THEODORE B OLSON 1.00 X 0 0 0 GERALD L PARSKY 1.00 X 0 0 0 JIM PATTISON 1.00 X 0 0 0 A JERROLD PERENCHIO 1.00 X 0 0 0 T BOONE PICKENS 1.00 X 0 0 0 GEORGE SHULTZ 1.00 X 0 0 0 ROBERT H TUTTLE 1.00 X 0 0 0 PETE WILSON 1.00 X 0 0 0 ANDREW J LITTLEFAIR 1.00 X 0 0 0 JOHN D HEUBUSCH 40.00 X 492846 0 44793 GLENN BAKER 40.00 X 196000 0 39199 JOANNE M DRAKE 40.00 X 180000 0 38085 JUAN C ROS 40.00 X 180000 0 37658 HAYDEN SHAW III 40.00 X 287500 0 33348 STEWART MCLAURIN 40.00 X 245000 0 33927 CARY GARMAN 40.00 X 127000 0 26774 MELISSA GILLER 40.00 X 127531 0 31693 KRISTA KOHLHAUSEN 40.00 X 124458 0 19768 MARK FITZPATRICK 40.00 X 133000 0 26948 LISA HARTSOCK 40.00 X 130000 0 25628 2223335 0 357821 11 0 1 0 DESIGN AND PRODUCTION INC 7110 RAINWATER PLACE LORTON VA 22079 MUSEUM EXHIBIT DESIGN 2796307 COMMAND PERFORMANCE CATERING 5273 COMMERCE STREET 6 MOORPARK CA 93021 FOOD SERVICES 1051964 CORTINA PRODUCTIONS 6623-A OLD DOMINION DRIVE MCLEAN VA 22101 MEDIA DESIGN 524801 INFO 2 EXTREME INC 5777 W CENTURY BLVD SUITE 1680 LOS ANGELES CA 90045 WEB SITE DESIGN AND SUPPORT 495179 CLEAN SWEEP JANITORIAL 34314 DESERT ROAD ACTON CA 93510 JANITORIAL SERVICES 427639 39 41804027 1473923 41804027 AIR FORCE ONE ADMISSIO 900099 1731932 1731932 FOUNDATION SPECIAL EVE 900099 785856 785856 2517788 1770339 1770339 799000 799000 1301610 886204 415406 415406 415406 53877592 50557954 3319638 3319638 3319638 3267783 1375293 1892490 1881879 10611 52518688 4399667 10611 6304383 102599 102599 269000 269000 1808356 947673 148639 712044 2806607 2005834 355044 445729 739830 493746 73243 172841 351669 219854 46432 85383 100235 88494 11741 70729 70729 1120423 1120423 5890 5890 1004727 932607 72120 3825292 3737733 87559 179384 45997 115672 17715 665391 576330 89061 1566101 1441778 124323 561039 448369 59374 53296 3745719 3745719 171557 171557 TAXES & FILING FEES 31970 31970 EVENTS 4405026 4287581 117445 EXHIBITS 1440848 1440848 PRINTING & PUBLICATIONS 1298305 244284 1054021 POSTAGE & SHIPPING 686990 70762 40726 575502 2518969 1145314 107854 1265801 29476656 22333475 1334620 5808561 20613302 16327539 28554434 37624428 4251357 574556 1008362 975596 1097848 910027 126093520 38447312 78179931 87646208 95025926 105305025 7932580 12677 236663740 249376056 3469059 2071269 769133 171110 4238192 2242379 X 143521640 146598842 30372987 35722729 58530921 64812106 232425548 247133677 236663740 249376056 X 23042032 -8333903 X 0 1 1 X 0 X 43218803 17312610 11120822 36218543 41804027 149674805 43218803 17312610 11120822 36218543 41804027 149674805 72368091 77306714 3763600 4069565 3795344 3206185 3870949 18705643 1568492 318958 1887450 170267898 27706113 0.45400 0.50120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 118594712 6281185 -3044538 121831359 110700203 1162991 6731518 118594712 97178618 10830558 2691027 110700203 0 0 15900000 15900000 85047256 38447312 46599944 25146264 25146264 87646208 PRIVATE EQUITY SECURITIES 2151357 F EQUITY MUTUAL FUNDS 66241413 F TRUST FUNDS HELD BY OTHERS 3454252 F FIXED INCOME MUTUAL FUNDS 27820079 F COMMODITIES MUTUAL FUNDS 5637924 F 105305025 52518688 29476656 23042032 -8333903 -8333903 14708129 46604782 -8333903 2419997 -5913906 52518688 0 52518688 31896653 2419997 2419997 29476656 0 29476656 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 $277,585 AT SEPTEMBER 30, 2011. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 158,500. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,375,293. RENTAL EXPENSES NETTED AGAINST REVENUE 886,204. PART XIII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE 158,500. COST OF GOODS SOLD NETTED AGAINST REVENUE 1,375,293. RENTAL EXPENSES NETTED AGAINST REVENUE 886,204. UNITED KINGDOM & EUROPE CELEBRATIONS 0 0 PROGRAM SERVICES INTERNATIONAL EVENTS - JUNE 27 - JULY 4, 2011: THE CENTENNIAL ANNIVERSARY MOVED OVERSEAS, WHERE RONALD REAGAN'S LEGACY OF INSPIRING FREEDOM AND CHANGING THE WORLD WAS CELEBRATED. INTERNATIONAL CELEBRATIONS INCLUDED STOPS IN KRAKOW, POLAND ON JUNE 27, BUDAPEST, HUNGARY, PRAGUE, CZECH REPUBLIC AND LONDON, UNITED KINGDOM. THESE EVENTS INCLUDED TWO STATUE UNVEILINGS, A STREET RENAMING, A MASS OF THANKSGIVING, A PARLIAMENTARY MEMORIAL SESSION, CONFERENCES AND DINNERS. DR. CONDOLEEZZA RICE REPRESENTED MRS. REAGAN, AND KEYNOTE ADDRESSES WERE DELIVERED FROM FOREIGN DIGNITARIES AT EVERY STOP. 2006943 0 0 0 2006943 0 2006943 0 0 0 0 0 0 METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: THE ORGANIZATION WAS WORKING WITH UNITED KINGDOM FUNDRAISING CONSULTANTS TO WORK CLOSELY TO CREATE A LIST OF DONORS AND PROSPECTS FOR THE UNVEILING OF PRESIDENT REAGAN'S STATUE AND INTERNATIONAL CELEBRATIONS IN THE UNITED KINGDOM AND OTHER PARTS OF EUROPE FROM JUNE 27 - JULY 4, 2011. THE FUNDRAISING CONSULTANTS (COMPTON HOUSE) WORK DIRECTLY WITH STAFF AND SELECTED MEMBERS OF THE LIBRARY'S BOARD OF DIRECTORS AND MAJOR FUNDERS TO: >IDENTIFY POTENTIAL UNITED KINGDOM FUNDRAISING DONORS THROUGH THEIR CONTACTS; >DEVELOP A LIST OF POTENTIAL CORPORATE FUNDERS FOR THE PROJECT; >SET UP ONE-TO-ONE MEETINGS WITH KEY PROSPECTS FOR THE LIBRARY'S CHIEF EXECUTIVE AND FUNDRAISING ADVISOR, AND HELP MANAGE THEIR SCHEDULES FOR ANY TRIPS TO THE UNITED KINGDOM; >HELP DESIGN APPROPRIATE SPONSORSHIP OPPORTUNITIES FOR DONORS BASED IN THE UNITED KINGDOM, AND HELP CREATE DIFFERENT SPONSORSHIP LEVELS FOR ANY SPECIAL EVENTS HELD IN THE UNITED KINGDOM LEADING UP TO THE STATUE'S UNVEILING; >HELP THE LIBRARY REACH AND CULTIVATE ALL OF THE DONORS, PROSPECTS AND FUNDERS IDENTIFIED ABOVE; >WORK WITH THE LIBRARY'S STAFF TO ENSURE ALL DONORS ARE RECOGNIZED PROPERLY AT ANY SPECIAL EVENTS HELD IN THE UNITED KINGDOM; >FOLLOW UP AFTER THESE SPECIAL EVENTS TO SECURE ANY REMAINING PLEDGES AND DONATIONS; AND >DELIVER A FULL DEBRIEF TO THE LIBRARY'S EXECUTIVE DIRECTOR AND OTHER SENIOR STAFF ON COMPLETION OF THE PROJECT, AFTER THE STATUE'S UNVEILING IN JULY 2011. IN MONITORING THE ACTIVITIES OF COMPTON, THERE IS DAILY COMMUNICATION WITH COMPTON REPRESENTATIVES, AS WELL AS WEEKLY CONFERENCE CALLS TO REVIEW GOALS AND PROGRESS. REPORTS ARE PROVIDED AS REQUESTED. X X X X X X 1 LINDA BOND & ASSOCIATES 101 CONSTITUTION AVENUE NW SUITE WASHINGTON DC DC 20001 FUNDRAISING CONSULTANT 0 5415995 354000 5061995 MERKLE GROUP INC & THE DOMAIN GROUP INC (DBA MERKLEDOMAIN) 8400 CORPORATE DRIVE LANHAM MD 20785 DIRECT MAIL CONSULTING 0 2865928 246709 2619219 PARAGON CHARITABLE SERVICES GROUP INC 17501 E 17TH STREET SUITE 100 TUSTIN CA 92780 FUNDRAISER 0 730000 91892 638108 THE PLANNED GIVING COMPANY 28 WEST STATE STREET MEDIA PA 19063 FUNDRAISING COUNSEL 0 0 68154 -68154 COMPTON FUNDRAISING CONSULTANTS LTD HARBURY WARSWICKSHIRE CV33 9HW UK UK FUNDRAISING COUNSEL 0 0 130962 -130962 COMMONWEALTH PARTNERS INC 704 EAST CALIFORNIA BLVD PASADENA CA 91106 FUNDRAISING COUNSEL 0 0 15000 -15000 REBECCA HAGELIN COMMUNICATIONS AND MARKETING LLC 4572 25TH ROAD NORTH ARLINGTON VA 22207 FUNDRAISING COUNSEL 0 0 133900 -133900 RUFFALOCODY STRATEGIC FUNDRAISING INC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 52404 FUNDRAISING COUNSEL 0 0 22041 -22041 STRATEGIC FUNDRAISING INC 2625 MOMENTUM PLACE CHICAGO IL 60689 FUNDRAISING COUNSEL 0 0 57765 -57765 9011923 1120423 7891500 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO 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 US GENERAL SERVICE ADMINISTRATION 33 LIBERTY STREET NEW YORK NY 10045 102599 FMV GOVERNMENT SPONSORED PROMOTION 1 COLLEGE SCHOLARSHIPS AWARDED TO VENTURA COUNTY HIGH SCHOOL SENIOR STUDENTS AND TEACHERS. 34 269000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: TO ENSURE APPROPRIATE USE OF THE SCHOLARSHIP FUNDS, THEY ARE SENT TO THE STUDENT'S SCHOOL WITH GUIDANCE FOR USE AND INSTRUCTIONS TO RETURN THE FUNDS IF THEY ARE NOT USED. X X X X X 0 0 0 0 0 0 0 0 0 JOHN D HEUBUSCH 367846 0 125000 0 0 0 25000 0 19793 0 537639 0 0 0 GLENN BAKER 190000 0 6000 0 0 0 19600 0 19599 0 235199 0 0 0 JOANNE M DRAKE 165000 0 15000 0 0 0 18000 0 20085 0 218085 0 0 0 JUAN C ROS 175000 0 5000 0 0 0 18000 0 19658 0 217658 0 0 0 HAYDEN SHAW III 287500 0 0 0 0 0 25000 0 8348 0 320848 0 0 0 STEWART MCLAURIN 225000 0 20000 0 0 0 24500 0 9427 0 278927 0 0 0 CARY GARMAN 123000 0 4000 0 0 0 12700 0 14074 0 153774 0 0 0 MELISSA GILLER 117531 0 10000 0 0 0 12753 0 18940 0 159224 0 0 0 MARK FITZPATRICK 125000 0 8000 0 0 0 13300 0 13648 0 159948 0 0 0 LISA HARTSOCK 125000 0 5000 0 0 0 6500 0 19128 0 155628 0 0 0 X JELLY BELLY CANDY 1 263448 FAIR MARKET VALUE X PROMOTIONS 1 717875 FAIR MARKET VALUE X AIR TRANSPORTATIONS 1 492600 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. EXAMPLES 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 AVAILBLE FOR INSPECTION AT 40 PRESIDENTIAL DR., SUITE 200, SIMI VALLEY, CA 93065. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -8,333,903.