Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 13,724,309 | 23,603,913 | 30,597,415 | 28,375,591 | 19,333,767 | 115,634,995 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 13,724,309 | 23,603,913 | 30,597,415 | 28,375,591 | 19,333,767 | 115,634,995 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 29,603,902 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 86,031,093 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 13,724,309 | 23,603,913 | 30,597,415 | 28,375,591 | 19,333,767 | 115,634,995 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 5,889,628 | 4,335,219 | 3,803,469 | 4,472,727 | 5,609,146 | 24,110,189 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 139,745,184 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FUNDED SOLELY THROUGH PRIVATE GIFTS AND DONATIONS, WE HONOR THE LIFE | OF RONALD REAGAN, ONE OF THE GREATEST AND MOST ADMIRED OF THE AMERICAN PRESIDENTS OF THE 20TH CENTURY. 395,323 VISITORS TOURED THROUGH THE REAGAN LIBRARY LAST YEAR, OF WHICH ALMOST 45,000 WERE SCHOOL CHILDREN. IN ADDITION, OVER 41,000 VISITORS CAME UP TO THE REAGAN LIBRARY IN THE EVENING TO VIEW OUR OUTDOOR HOLIDAY LIGHTS EXHIBIT, AND ANOTHER 50,000 GUESTS CAME UP TO THE LIBRARY'S HILLTOP TO PARTICIPATE IN A PROGRAM OR EVENT. JUST UNDER 1,500 GUESTS ATTENDED EVENTS AND PROGRAMS AT OUR INSTITUTE OFFICES IN WASHINGTON, D.C. |
| REAGAN NATIONAL DEFENSE SURVEY: AN ANNUAL SURVEY AIMED AT MEASURING THE | AMERICAN PUBLIC'S VIEWS TOWARDS NATIONAL SECURITY AND DEFENSE ISSUES. REAGAN NEXTGEN: CULTIVATES THE NEXT GENERATION OF PUBLIC POLICY PROFESSIONALS AND CITIZEN LEADERS ALIGNED WITH HIS VISION AND VALUES THROUGH A YOUNG PROFESSIONALS' PROGRAM. RRI HOSTED THE ANNUAL REAGAN NEXTGEN RECEPTION DECEMBER 20, 2019 AND A SPEAKING EVENT WITH THE SENATOR ANGUS KING (I-ME). JUSTICE SANDRA DAY O'CONNOR EVENT: ON SEPTEMBER 25, 2019, RRI HOSTED AN EVENT TITLED A BRIDGE BUILDER AND TRAILBLAZER: CELEBRATING JUSTICE SANDRA DAY O'CONNOR TO PROMOTE THE LEGACY OF THE FIRST FEMALE SUPREME COURT JUSTICE. THE EVENT FEATURED REMARKS FROM JUSTICE RUTH BADER GINSBURG AND JUSTICE SONIA SOTOMAYOR. THE LEADERSHIP AND THE AMERICAN PRESIDENCY (LTAP) PROGRAM: THE LTAP PROGRAM IS AN OPPORTUNITY FOR UNDERGRADUATE STUDENTS FROM ACROSS THE COUNTRY TO SPEND A SUMMER OR SEMESTER IN WASHINGTON, DC IMMERSED IN AN EXPERIENTIAL LEADERSHIP PROGRAM. STUDENTS IN THE PROGRAM TAKE AN ACCREDITED COURSE, LEADERSHIP AND THE PRESIDENCY, SERVE AS INTERNS IN A FIELD ALIGNED WITH THEIR INTERESTS AND SKILL SETS, AND BUILD PROFESSIONAL SKILLS THROUGH WORKSHOPS AND SPECIAL EVENTS. STUDENTS WHO HAVE PARTICIPATED IN THE PROGRAM HAVE CITED LTAP AS A TRANSFORMATIVE EXPERIENCE IN THEIR LEADERSHIP JOURNEYS. LAUNCHED IN THE SUMMER OF 2016, THE LTAP PROGRAM RECENTLY HOSTED ITS 9TH CLASS OF STUDENTS. THE SUMMER 2019 LTAP CLOSING CEREMONY FEATURE REMARKS FROM THE HONORABLE JEH JOHNSON (FORMER U.S. SECRETARY OF HOMELAND SECURITY). |
| FORM 990, PART VI, SECTION A, LINE 2 | IN AN ANNUAL QUESTIONNAIRE FOR TRUSTEES AND KEY STAFF, SEVERAL RESPONDENTS SELF-IDENTIFIED RELATIONSHIPS OF A BUSINESS NATURE WITH OTHER RESPONDENTS. EXAMPLE OF SUCH RELATIONSHIPS WERE SERVING TOGETHER ON OTHER BOARDS AND USING THE SERVICES OF ANOTHER'S LAW FIRM. ALL RESPONSES WERE REVIEWED BY BOTH THE CHIEF FINANCIAL OFFICER AND THE AUDIT COMMITTEE FOR CONFLICTS THAT WOULD AFFECT THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTEES OF THE FOUNDATION CAN ELECT TRUSTEES. PROPOSED TRUSTEES REQUIRE A MAJORITY VOTE TO BE ELECTE TO A 6 YEAR TERM. |
| FORM 990, PART VI, SECTION B, LINE 11B | 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 | PRINTING & PUBLICATIONS: PROGRAM SERVICE EXPENSES 328,964. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 46,538. TOTAL EXPENSES 375,502. BANK FEES AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 228,328. MANAGEMENT AND GENERAL EXPENSES 275. FUNDRAISING EXPENSES 95,599. TOTAL EXPENSES 324,202. PROGRAM ADMINISTRATION : PROGRAM SERVICE EXPENSES 290,860. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 290,860. PAYROLL PROCESSING FEE: PROGRAM SERVICE EXPENSES 186,081. MANAGEMENT AND GENERAL EXPENSES 47,241. FUNDRAISING EXPENSES 36,571. TOTAL EXPENSES 269,893. SOFTWARE LICENSES AND MAINT (INC SALES FORCES): PROGRAM SERVICE EXPENSES 53,769. MANAGEMENT AND GENERAL EXPENSES 209,972. FUNDRAISING EXPENSES 2,960. TOTAL EXPENSES 266,701. DIRECT RESPONSE DIGITAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 258,857. TOTAL EXPENSES 258,857. TELEPHONE & DATA: PROGRAM SERVICE EXPENSES 96,845. MANAGEMENT AND GENERAL EXPENSES 55,835. FUNDRAISING EXPENSES 571. TOTAL EXPENSES 153,251. RECRUITMENT AND BACKGROUND CHECK: PROGRAM SERVICE EXPENSES 697. MANAGEMENT AND GENERAL EXPENSES 19,273. FUNDRAISING EXPENSES 118,426. TOTAL EXPENSES 138,396. TAXES & FEES: PROGRAM SERVICE EXPENSES 1,459. MANAGEMENT AND GENERAL EXPENSES 127,467. FUNDRAISING EXPENSES 7,151. TOTAL EXPENSES 136,077. EQUIPMENT RENTALS: PROGRAM SERVICE EXPENSES 98,669. MANAGEMENT AND GENERAL EXPENSES 17,082. FUNDRAISING EXPENSES 4,242. TOTAL EXPENSES 119,993. DIRECT MAIL POSTAGE: PROGRAM SERVICE EXPENSES 11,011. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 101,100. TOTAL EXPENSES 112,111. DIRECT MAIL CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 100,542. TOTAL EXPENSES 100,542. POSTAGE & FEDEX: PROGRAM SERVICE EXPENSES 71,803. MANAGEMENT AND GENERAL EXPENSES 4,334. FUNDRAISING EXPENSES 9,633. TOTAL EXPENSES 85,770. MUSEUM SUPPORT: PROGRAM SERVICE EXPENSES 70,194. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,194. DIRECT MAIL CAGING & : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 68,458. TOTAL EXPENSES 68,458. WEB SERVICES : PROGRAM SERVICE EXPENSES 7,584. MANAGEMENT AND GENERAL EXPENSES 52,125. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,709. STAFF INCENTIVES: PROGRAM SERVICE EXPENSES 25,122. MANAGEMENT AND GENERAL EXPENSES 27,127. FUNDRAISING EXPENSES 1,323. TOTAL EXPENSES 53,572. OTHER COSTS: PROGRAM SERVICE EXPENSES 10,357. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 27,455. TOTAL EXPENSES 37,812. SPEAKER FEES: PROGRAM SERVICE EXPENSES 31,131. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,131. STAFF TRAINING & EDUCATION: PROGRAM SERVICE EXPENSES 27,638. MANAGEMENT AND GENERAL EXPENSES 903. FUNDRAISING EXPENSES 1,598. TOTAL EXPENSES 30,139. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 19,225. MANAGEMENT AND GENERAL EXPENSES 2,121. FUNDRAISING EXPENSES 6,169. TOTAL EXPENSES 27,515. MS SUPPLIES: PROGRAM SERVICE EXPENSES 27,125. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,125. MARKETING EXPENSES AND RESEARCH: PROGRAM SERVICE EXPENSES 26,674. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,674. DIRECT MAIL LIST MANAGEMENT: PROGRAM SERVICE EXPENSES 11,801. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,801. UNIFORMS EXPENSE: PROGRAM SERVICE EXPENSES 7,695. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 897. TOTAL EXPENSES 8,592. |
| Software ID: | |
| Software Version: |