RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE (EIN 77-0054631)
- Tax period
- 2009-10-01 to 2010-09-30
- Filed
- 2011-06-27
- IRS object ID
- 201141789349301229
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-27T16:46:04-05:00 | Timestamp |
| Tax Period End Date | 2010-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSE SNYDER & JACOBS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15821 VENTURA BLVD SUITE 490 | AddressLine1 |
| City | ENCINO | City |
| State | CA | State |
| ZIP Code | 91436 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770054631 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | the ronald reagan presidential FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RONA | NameControl |
| Phone | 8055222977 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE No 200 | AddressLine1 |
| City | SIMI VALLEY | City |
| State | CA | State |
| ZIP Code | 930650600 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Glenn baker | Name |
| Title | CHIEF FIN OFFICER | Title |
| Phone | 8055222977 | Phone |
| Date Signed | 2011-06-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG M FRYE | Name |
| Phone | 8184610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN HEUBUSCH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE | AddressLine1 |
| City | SIMI VALLEY | City |
| State | CA | State |
| ZIP Code | 930650600 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 68289894 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.REAGANLIBRARY.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 111 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 10141 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11120822 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 36218543 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2036535 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1964913 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -360580 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2091181 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 3200878 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2526389 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 15997655 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42801026 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 55950 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 60250 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1930734 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3457653 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 898936 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 1023511 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 5142598 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12296946 | OtherExpensePriorYear |
| Other Expenses Current Year | 15743453 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15182566 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20284867 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 815089 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 22516159 | RevenuesLessExpensesCY |
| Total Assets BOY | 206725177 | TotalAssetsBOY |
| Total Assets EOY | 236663740 | TotalAssetsEOY |
| Total Liabilities BOY | 2296282 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4238192 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 204428895 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 232425548 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. Almost 345,000 visitors came up to the Library's hilltop, of which over 58,000 were school children. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 649567 | Expense |
| Revenue | 412404 | Revenue |
| Description | [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> Richard Brookhiser (Author); 10/5/09> Craig Shirley(Author): 11/12/09> Michael Steele (RNC Chairman): 1/13/09> Howie Franklin (Air Force One Flight Steward): 2/8/09> Anderson Cooper (Host, CNN): 2/19/09> Mark Levin (Author and Radio Talk Show Host): 3/5/09> Jeffrey Immelt (CEO, GE); 3/17/10> Karl Rove (Former White House Deputy Chief of Staff); 3/26/10> Sean Hannity (Host, Fox News): 3/30/09> Mort Zuckerman (Editor-in-Chief, U.S. News and World Report); 4/13/10> Grover Norquist (Chairman, Americans for Tax Reform); 4/28/10> Michael Ramirez (Political Cartoonist): 6/14/09> Mark Halperin and John Heilemann (Authors); 6/23/10> Chris Matthews (Host, MSNBC): 7/20/09> Ben Stein (Author, Political Commentator); 9/21/10Perspectives on Leadership Participants> Laura Bush (Former First Lady): 5/12/09Annual Reagan Lecture Participant> Mitt Romney (Former Governor): 5/25/09Live Radio and Television Broadcast Participants> Sean Hannity (Host, Fox News): 3/30/09> Dennis Prager (Radio Host, The Dennis Prager Show): 6/10/09Special Events> 20th Anniversary of the Fall of the Berlin Wall Conference: On November 6, 2009, the Ronald Reagan Presidential Foundation and the Heritage Foundation co-sponsored a conference at the Reagan Library to commemorate Ronald Reagan's role in the fall of the Berlin Wall and the end of communism. Panelist speakers during the day-long conference included: Richard Allen (former National Security Advisor), John Lehman, Jr. (former U.S. Secretary of the Navy), Edwin Meese (Former U.S. Attorney General), Peter Robinson (Former White House speechwriter), George Shultz (Former Secretary of State), Leszek Balcerowicz (Former Deputy Prime Minister of Poland), Steve Forbes (Editor-in-Chief of Forbes), Vaclav Klaus (President of the Czech Republic), Mart Laar (Former Prime Minister of Estonia), Lord Charles Powell (Former private secretary to Margaret Thatcher), Temuri Yakobashvili (State Minister for Reintegration, Georgia), Edward Lucas (The Economist), Peter Brookes (Heritage), Lee Edwards (Heritage), Robin Harris (Heritage), John O'Sullivan (former adviser to Margaret Thatcher), Richard Pipes (Harvard), and Matthew Kaminski (Wall Street Journal). In addition to the 750 people who watched the conference live, over 60,000 people watched portions of it over the internet.> 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 9th 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 times. Over 1,500 people participated in the 1.8 mile walk from the Library to a local community park. <The Year Ahead: FY 2011>FY2011 Reagan Forums > Condoleezza Rice (Former Secretary of State); 10/19/10> George W. Bush (Former President of the United States); 11/18/10> Steve Forbes (Chairman, Forbes Inc); 1/28/11> Scott Brown (Massachusetts Senator); 2/25/11> Donald Rumsfeld (Former Secretary of Defense); 3/16/11> James Q. Wilson (Professor of Public Policy); 3/22/11FY2011 Book Signings > Vince Flynn (Author); 10/20/10> Mike Huckabee (Former Governor of Arkansas); 11/29/10> Ron Reagan; 2/28/11> Michael Reagan; 3/8/11> Quentin Del Wilbur (Author); 4/4/11FY2011 Ronald Reagan Centennial Activities> Academic Symposium with USC, featuring Tom Brokaw, Douglas Brinkley, Pete Wilson, and Lou Cannon; 2/2/11> Concert for America - a Tribute to Ronald Reagan; 2/5/11> Book Signing with Newt and Callista Gingrich; 2/7/11 | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1107302 | Expense |
| Grants | 60250 | Grants |
| Revenue | 0 | Revenue |
| Description | [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 22,000 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. New high school curriculum was also started this fiscal year, to be rolled out in fiscal year 2011.> Ronald Reagan Presidential Library Scholars: 160 Ventura County high school students from 25 different school comprised 2010's class of Reagan Library Scholars. $60,250 in college scholarships was awarded. > California Curriculum: The Reagan Foundation's Walter and Leonore Annenberg Presidential Learning Center department began to roll out high school curriculum based on California standards to engage students in citizenship, the presidency, and the United States Government. The first unit, "Civics and Citizenship" invites students to explore the rights and the responsibilities of citizens, and encourages students to become active, informed and engaged citizens. Two other curriculum units will roll out in the following fiscal year. > National Leadership Youth Committee: A National Youth Leadership Committee was formed to support President Reagan's Centennial celebration to ensure that President Reagan's torch of freedom is carried on for current and future generations. Representing the next generation of our nation's leaders, these 40 members aged 18-25 assist with the Reagan Centennial planning of events. Each of these young athletes, entertainers and student leaders is inspired in a personal way by President Reagan's vision of freedom and the example of his leadership. Together they have earned 18 gold medals, 11 NCAA All-American selections, 5 NCAA championships, two certified Platinum records, and numerous other awards.> 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10895243 | Expense |
| Revenue | 1552509 | Revenue |
| Description | [The Museum]The story of Ronald and Nancy Reagan and our 40th President's enduring legacyTemporary Exhibits> An American Christmas (November 18, 2009 - January 2, 2010): In this new 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 will be a collection of beautiful hand-crafted Menorahs that were given to President Reagan while in the White House.> Born to be Wild: Vintage and Celebrity Motorcycles (July 9, 2010 - November 9, 2010): This fun exhibit chronicled the history and rich tradition of motorcycle culture from around the world. This exhibit included the display of dozens of iconic movie and celebrity motorcycles as well as rare and vintage motorcycles dating back to 1899. Fun, lighthearted motorcycles rounded out the exhibit, including a motorcycle and adjoining side-car from the Jelly Belly Candy Company. > The White House in Miniature (March 15, 2010 - April 15, 2011): The Ronald Reagan Presidential Library opened a special exhibit featuring 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.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. Senator Elizabeth Dole was the program's keynote speaker. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 691708 | Expense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 691708 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 13343820 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 111 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARY L GARMAN CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8055774107 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 PRESIDENTIAL DRIVE | AddressLine1 |
| City | SIMI VALLEY | City |
| State | CA | State |
| ZIP Code | 930650600 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| 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 FW ROGERS | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |||
| JOE L ALLBRITTON | ||||||||
| TRUSTEE | 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 | |||
| J TERRENCE LANNI | ||||||||
| 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 | |||
| JOHN D HEUBUSCH | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 438462 | 0 | 31201 | X | |||
| GLENN BAKER | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 190192 | 0 | 35902 | X | |||
| JOANNE M DRAKE | ||||||||
| CHIEF ADMINISTRATIVE OFFIC | 40.00 | 156538 | 0 | 32916 | X | |||
| JUAN C ROS | ||||||||
| DIRECTOR OF DEVELOPMENT | 40.00 | 158846 | 0 | 28666 | X | |||
| HAYDEN SHAW | ||||||||
| CHIEF DEV OFFICER | 40.00 | 254385 | 0 | 14981 | X | |||
| STEWART MCLAURIN | ||||||||
| EXE. DIR. OF CENTENNIAL CELEBRATION | 40.00 | 219759 | 0 | 19207 | X | |||
| CARY GARMAN | ||||||||
| FINANCIAL CONTROLLER | 40.00 | 117895 | 0 | 24547 | X | |||
| mELISSA GILLER | ||||||||
| DIRECTOR OF COMM. | 40.00 | 104962 | 0 | 26813 | X | |||
| KRISTA KOHLHAUSEN | ||||||||
| DIRECTOR OF LEARNING CENTER | 40.00 | 120385 | 0 | 5705 | X | |||
| KATHLEEN SWIFT | ||||||||
| DIRECTOR OF RETAIL | 40.00 | 104962 | 0 | 16898 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1866386 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 236836 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Design and Production Inc | |||||
| 7110 Rainwater Place | LORTON | VA | 22079 | MUSEUM EXHIBIT DESIGN | 2403638 |
| Pankow Special Projects LP | |||||
| 3280 East Foothill Blvd Ste 100 | PASADENA | CA | 91107 | CONSTRUCTION | 2069036 |
| Gallagher & Associates | |||||
| 8665 Georgia Avenue | SILVERSPRING | MD | 20910 | EXHIBIT DESIGN | 1210730 |
| Cortina Productions | |||||
| 6623-A Old Dominion Drive | MCLEAN | VA | 22101 | MEDIA DESIGN | 769414 |
| Command Performance Catering | |||||
| 5273 Commerce Street 6 | MOORPARK | CA | 93021 | Food services | 701275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 29 | NumberOfContractorsGT100K |
| All Other Contributions | 36218543 | AllOtherContributions |
| Noncash Contributions | 2287986 | NoncashContributions |
| Total Contributions | 36218543 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| AIR FORCE ONE ADMISSIO | 900099 | 1552509 | 1552509 |
| foundation special eve | 900099 | 412404 | 412404 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1964913 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1467062 | TotalRevenueColumn |
| Exclusion | $1,467,062 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 311872 | TotalRevenueColumn |
| Exclusion | $311,872 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1427251 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 825372 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 601879 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 601879 | TotalRevenueColumn |
| Exclusion | $601,879 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24218950 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 23594831 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 624119 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 624119 | TotalRevenueColumn |
| Related Or Exempt Function Income | 624119 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2681303 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1068665 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1612638 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1602497 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10141 | UnrelatedBusinessRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42801026 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4191529 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 10141 | UnrelatedBusinessRevenue |
| Exclusion | $2,380,813 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60250 | Total |
| Program Services | 60250 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1581054 | Total |
| Program Services | 683653 | ProgramServices |
| Management And General | 279721 | ManagementAndGeneral |
| Fundraising | 617680 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1090276 | Total |
| Program Services | 454201 | ProgramServices |
| Management And General | 392717 | ManagementAndGeneral |
| Fundraising | 243358 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135107 | Total |
| Program Services | 56625 | ProgramServices |
| Management And General | 63808 | ManagementAndGeneral |
| Fundraising | 14674 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 502475 | Total |
| Program Services | 170325 | ProgramServices |
| Management And General | 151506 | ManagementAndGeneral |
| Fundraising | 180644 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148741 | Total |
| Program Services | 63307 | ProgramServices |
| Management And General | 39021 | ManagementAndGeneral |
| Fundraising | 46413 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158034 | Total |
| Management And General | 158034 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72943 | Total |
| Management And General | 72943 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1023511 | Total |
| Fundraising | 1023511 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149209 | Total |
| Management And General | 149209 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2890483 | Total |
| Program Services | 2696766 | ProgramServices |
| Fundraising | 193717 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141900 | Total |
| Program Services | 7963 | ProgramServices |
| Management And General | 133937 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 356827 | Total |
| Program Services | 356827 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191606 | Total |
| Program Services | 541 | ProgramServices |
| Management And General | 120076 | ManagementAndGeneral |
| Fundraising | 70989 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3282679 | Total |
| Program Services | 3282679 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176577 | Total |
| Program Services | 176577 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| TAXES & FILING FEES | 53970 | 53970 | ||
| Events & exhibits | 2567398 | 2567398 | ||
| OCCUPANCY EXPENSES | 1333451 | 1333451 | ||
| PRODUCTIONS | 904901 | 904901 | ||
| POSTAGE & SHIPPING | 756504 | 49025 | 382 | 707097 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2706971 | Total |
| Program Services | 1432875 | ProgramServices |
| Management And General | 134482 | ManagementAndGeneral |
| Fundraising | 1139614 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20284867 | Total |
| Program Services | 13343820 | ProgramServices |
| Management And General | 1798449 | ManagementAndGeneral |
| Fundraising | 5142598 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44975095 | BOY |
| EOY | 20613302 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22325598 | BOY |
| EOY | 28554434 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1641414 | BOY |
| EOY | 4251357 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1087379 | BOY |
| EOY | 1008362 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 397808 | BOY |
| EOY | 1097848 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 112881524 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 34701593 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80172005 | BOY |
| EOY | 78179931 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54720410 | BOY |
| EOY | 95025926 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1405468 | BOY |
| EOY | 7932580 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206725177 | BOY |
| EOY | 236663740 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1313964 | BOY |
| EOY | 3469059 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 982318 | BOY |
| EOY | 769133 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2296282 | BOY |
| EOY | 4238192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 129507007 | BOY |
| EOY | 143521640 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17553958 | BOY |
| EOY | 30372987 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57367930 | BOY |
| EOY | 58530921 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 204428895 | BOY |
| EOY | 232425548 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206725177 | BOY |
| EOY | 236663740 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7493902 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43218803 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17312610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11120822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36218543 | CurrentTaxYear |
| Total | 115364680 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7493902 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43218803 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17312610 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11120822 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36218543 | CurrentTaxYear |
| Total | 115364680 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 47769988 | AmountsSubstContributorsTotal |
| Public Support Total170 | 67594692 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2427844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3763600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4069565 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3795344 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3206185 | CurrentTaxYear |
| Total | 17262538 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 355819 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1568492 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 318958 | CurrentTaxYearMinus2Years |
| Total | 2243269 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 134870487 | TotalSupport |
| Gross Receipts From Admissions Etc | 24123426 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.50120 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.51380 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 110700203 | BeginningOfYearBalance |
| Contributions | 1162991 | Contributions |
| Investment Earnings Or Losses | 6731518 | InvestmentEarningsOrLosses |
| End Of Year Balance | 118594712 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 97178618 | BeginningOfYearBalance |
| Contributions | 10830558 | Contributions |
| Investment Earnings Or Losses | 2691027 | InvestmentEarningsOrLosses |
| End Of Year Balance | 110700203 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.36200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.49400 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.14400 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15900000 | OtherCostOrOtherBasis |
| Book Value | 15900000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 84884375 | OtherCostOrOtherBasis |
| Depreciation | 28262220 | Depreciation |
| Book Value | 56622155 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12097149 | OtherCostOrOtherBasis |
| Depreciation | 6439373 | Depreciation |
| Book Value | 5657776 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 78179931 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY SECURITIES | 1196004 | F |
| EQUITY MUTUAL FUNDS | 65960610 | F |
| TRUST FUNDS HELD BY OTHERS | 3547310 | F |
| FIXED INCOME MUTUAL FUNDS | 18884060 | F |
| COMMODITIES MUTUAL FUNDS | 5437942 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 95025926 | TotalOfBookValueSecurities |
| Total Revenue | 42801026 | TotalRevenue |
| Total Expenses | 20284867 | TotalExpenses |
| Excess Or Deficit For Year | 22516159 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5480494 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 5480494 | TotalAdjustments |
| Excess Or Deficit Per FS | 27996653 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 51176513 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5480494 | NetUnrealizedGainsInvestments |
| Other Revenues | 2894993 | OtherRevenues |
| Revenue Not Rptd F990 | 8375487 | RevenueNotRptdF990 |
| Revenue Subtotal | 42801026 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 42801026 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23179860 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2894993 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2894993 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20284867 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20284867 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 $300,364 AT SEPTEMBER 30, 2010. |
| Part XII, Line 2d - Other Adjustments: | PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE: 1000956. COST OF GOODS SOLD NETTED AGAINST REVENUE: 1068665. RENTAL EXPENSES NETTED AGAINST REVENUE: 825372. |
| Part XIII, Line 2d - Other Adjustments: | PROVISION FOR UNCOLLECTIBLE PLEDGES NETTED AGAINST REVENUE: 1000956. COST OF GOODS SOLD NETTED AGAINST REVENUE: 1068665. RENTAL EXPENSES NETTED AGAINST REVENUE: 825372. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | United Kingdom | Region |
| Type Of Activities Conducted | FUNDRAISING | TypeOfActivitiesConducted |
| Total Expenditures | 12035 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Total Amount Spent | 12035 | TotalAmountSpent |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Method Used to Acccount for Expenditures: | Identifier |
| Explanation | Schedule F, Part I, Line 3: THE ORGANITION IS 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 IN THE UNITED KINGDOM IN JULY 2011. THE FUNDRAISING CONSULTANTS (COMPTON HOUSE) WORK DIRECTLY WITH SELECTED MEMBERS OF THE LIBRARY'S BOARD OF DIRECTORS AND MAJOR FUNDERS TO: >IDENTIFY POTENTIAL UNITED KINGDOM FUNDRAISING DONORS THROUGH THEIR CONTACTS AND ROLODEXES; >DEVELOP A LIST OF POTENTIAL CORPORATE FUNDERS WHO CAN BE CONTACTED 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (6 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| Merkle Group Inc & The Domain Group Inc (dba MerkleDomain) | ||||
| DIRECT MAIL CONSULTING | 0 | 2899943 | 330000 | 2569943 |
| LINDA BOND & ASSOCIATES | ||||
| FUNDRAISING CONSULTANT | 0 | 1140000 | 360154 | 779846 |
| Paragon Charitable Services Group Inc | ||||
| fuND RAISING COUNSEL | 0 | 1000000 | 80397 | 919603 |
| IDC CENTRE | ||||
| FUNDRAISER | 0 | 475365 | 210925 | 264440 |
| Pacific Fundraising Group | ||||
| FUNDRAISER | 0 | 0 | 30000 | -30000 |
| compton fundraising consultants ltd | ||||
| FUNDRAISER | 0 | 0 | 12035 | -12035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 5515308 | TotalGrossReceipts |
| Total Retained By Contractors | 1023511 | TotalRetainedByContractors |
| Total Net To Organization | 4491797 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | COLLEGE SCHOLARSHIPS AWARDED TO VENTURA COUNTY HIGH SCHOOL SENIOR STUDENTS AND TEACHERS. THERE WERE 168 APPLICANTS FROM 31 DIFFERENT SCHOOLS. | TypeOfGrant |
| Number Of Recipients | 21 | NumberOfRecipients |
| Amount Of Cash Grant | 60250 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN D HEUBUSCH | |||||||||||||
| 378462 | 0 | 60000 | 0 | 0 | 0 | 15000 | 0 | 16201 | 0 | 469663 | 0 | 0 | 0 |
| GLENN BAKER | |||||||||||||
| 182692 | 0 | 7500 | 0 | 0 | 0 | 19630 | 0 | 16272 | 0 | 226094 | 0 | 0 | 0 |
| JOANNE M DRAKE | |||||||||||||
| 149038 | 0 | 7500 | 0 | 0 | 0 | 16068 | 0 | 16848 | 0 | 189454 | 0 | 0 | 0 |
| JUAN C ROS | |||||||||||||
| 153846 | 0 | 5000 | 0 | 0 | 0 | 12000 | 0 | 16666 | 0 | 187512 | 0 | 0 | 0 |
| HAYDEN SHAW | |||||||||||||
| 240385 | 0 | 14000 | 0 | 0 | 0 | 9207 | 0 | 5774 | 0 | 269366 | 0 | 0 | 0 |
| STEWART MCLAURIN | |||||||||||||
| 214759 | 0 | 5000 | 0 | 0 | 0 | 0 | 0 | 19207 | 0 | 238966 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | JELLY BELLY CANDY | 1 | 42289 | FAIR MARKET VALUE |
| X | LEGAL SERVICES | 1 | 47287 | FAIR MARKET VALUE |
| X | PROMOTIONS | 1 | 2198410 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 anothers law firm. All responses were reviewed by both the Chief Financial Officer and the Audit Committee for conflicts that would affect the Foundation. One potential conflict was identified which was further reviewed and ratified by a vote of the trustees. |
| Form 990, Part VI, Section B, line 11 | THE 990 IS REVIEWED WITH THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES 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. |
| FORM 990, PART XI, LINE 2C | THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR IN THE AUDIT COMMITTEE'S PROCEDURES IN THEIR REVIEW OF THE AUDIT. |