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← RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE

Form 990 for tax year 2023

Filed by RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE.

Totals

Total revenue
$46,003,934
Total expenses
$39,543,782
Contributions and grants received
$33,987,556
Grants paid
$353,775
Program service revenue
$4,761,176
Investment income
$4,233,624
Other revenue
$3,021,578
Total assets, end of year
$455,154,567
Total liabilities, end of year
$25,237,564
Net assets or fund balances, end of year
$429,917,003
Program services expenses (Part IX)
$30,792,247
Management and general expenses
$4,480,375
Fundraising expenses
$4,271,160
Program service expenses (Part III)
$30,792,247

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $33,987,556

  • 1g · Noncash contributions included above

    $764,718

  • 2a · Program service revenue: VISITOR SERVICES

    total $3,869,061 · related or exempt $3,869,061

  • 2b · Program service revenue: FOUNDATION SPECIAL EVENT FEES

    total $892,115 · related or exempt $892,115

  • 3 · Investment income

    total $3,816,771 · excluded $3,816,771

  • 5 · Royalties

    total $1,013,103 · excluded $1,013,103

  • 6a · Gross rents

    real property $1,295,474

  • 6b · Less rental expenses

    real property $567,566

  • 6c · Rental income or loss

    real property $727,908

  • 6d · Net rental income or loss

    total $727,908 · excluded $727,908

  • 7a · Gross sales of assets other than inventory

    securities $1,465,828

  • 7b · Less cost or other basis and sales expenses

    securities $1,012,795 · other assets $36,180

  • 7c · Gain or loss

    securities $453,033 · other assets -$36,180

  • 7d · Net gain or loss

    total $416,853 · excluded $416,853

  • 10a · Gross sales of inventory

    $2,446,878

  • 10b · Cost of goods sold

    $1,175,635

  • 10c · Net income from sales of inventory

    total $1,271,243 · related or exempt $1,147,304 · unrelated business $123,939

  • 11a · Other revenue: ADVERTISING REVENUE

    total $9,324 · related or exempt $9,324

  • 11e · Other revenue, total

    $9,324

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $353,775 · program services $353,775

  • 5 · Compensation of officers, directors and key employees

    total $4,119,551 · program services $2,612,186 · management and general $411,749 · fundraising $1,095,616

  • 7 · Other salaries and wages

    total $5,338,368 · program services $4,428,518 · management and general $565,769 · fundraising $344,081

  • 8 · Pension plan contributions

    total $689,274 · program services $456,557 · management and general $84,379 · fundraising $148,338

  • 9 · Other employee benefits

    total $1,156,385 · program services $903,625 · management and general $112,808 · fundraising $139,952

  • 10 · Payroll taxes

    total $691,893 · program services $529,054 · management and general $54,668 · fundraising $108,171

  • 11b · Fees: legal

    total $269,660 · management and general $269,660

  • 11c · Fees: accounting

    total $86,075 · management and general $86,075

  • 11e · Fees: professional fundraising services

    total $171,865 · fundraising $171,865

  • 11g · Fees: other

    total $1,438,905 · program services $946,307 · management and general $243,658 · fundraising $248,940

  • 12 · Advertising and promotion

    total $1,788,416 · program services $1,749,788 · management and general $228 · fundraising $38,400

  • 13 · Office expenses

    total $33,693 · program services $30,888 · management and general $2,805

  • 14 · Information technology

    total $284,255 · program services $4,342 · management and general $279,913

  • 16 · Occupancy

    total $3,264,313 · program services $3,015,789 · management and general $119,041 · fundraising $129,483

  • 17 · Travel

    total $806,370 · program services $420,732 · management and general $130,280 · fundraising $255,358

  • 19 · Conferences, conventions and meetings

    total $93,816 · program services $93,816

  • 20 · Interest

    total $656,631 · management and general $656,631

  • 22 · Depreciation, depletion and amortization

    total $4,859,925 · program services $4,859,925

  • 23 · Insurance

    total $983,844 · program services $875,056 · management and general $108,788

  • 24a · Other expenses: EVENT EXPENSES

    total $4,018,421 · program services $3,869,555 · management and general $5,640 · fundraising $143,226

  • 24b · Other expenses: FOUNDATION EXHIBITS

    total $1,948,553 · program services $1,948,553

  • 24c · Other expenses: CONTRACTED SERVICES

    total $1,493,591 · program services $978,335 · management and general $494,641 · fundraising $20,615

  • 24d · Other expenses: DIRECT MAIL POSTAGE

    total $542,910 · fundraising $542,910

  • 24e · All other expenses

    total $4,453,293 · program services $2,715,446 · management and general $853,642 · fundraising $884,205

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $12,601,863 · end of year $8,303,300

  • 3 · Pledges and grants receivable

    beginning of year $38,159,962 · end of year $42,028,681

  • 4 · Accounts receivable

    beginning of year $869,689 · end of year $604,145

  • 8 · Inventories for sale or use

    beginning of year $968,514 · end of year $868,201

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,157,747 · end of year $2,561,479

  • 10a · Land, buildings and equipment: cost or other basis

    $179,026,755

  • 10b · Land, buildings and equipment: accumulated depreciation

    $91,961,164

  • 10c · Land, buildings and equipment, net

    beginning of year $89,165,117 · end of year $87,065,591

  • 12 · Investments: other securities

    beginning of year $261,017,563 · end of year $306,185,991

  • 15 · Other assets

    beginning of year $7,982,472 · end of year $7,537,179

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,509,642 · end of year $3,170,266

  • 19 · Deferred revenue

    beginning of year $9,585,278 · end of year $9,295,817

  • 23 · Secured mortgages and notes payable

    beginning of year $9,045,419 · end of year $9,045,419

  • 25 · Other liabilities

    beginning of year $3,827,092 · end of year $3,726,062

  • 27 · Net assets without donor restrictions

    beginning of year $191,785,746 · end of year $204,455,167

  • 28 · Net assets with donor restrictions

    beginning of year $193,169,750 · end of year $225,461,836

Mission and programs · 2023

Mission

THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS THE SOLE NONPROFIT ORGANIZATION CREATED BY PRESIDENT REAGAN CHARGED WITH ADVANCING HIS LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE.

Activities or mission (Part I)

THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE: (SEE SCHEDULE O) THE MISSION OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE IS TO ADVANCE PRESIDENT REAGAN'S LEGACY AND PRINCIPLES: INDIVIDUAL LIBERTY, ECONOMIC OPPORTUNITY, FREEDOM AND DEMOCRACY, PEACE THROUGH STRENGTH, AND NATIONAL PRIDE.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $3,708,810 · Grants $353,775

  • [RONALD REAGAN INSTITUTE (RRI)]THE RI, LOCATED IN WASHINGTON, D.C., OPERATES THE FOLLOWING THREE CENTERS AND SCHOLARLY INITIATIVES WORK TO BUILD ON THE LEGACY AND IDEAS OF PRESIDENT REAGAN:>THE CENTER FOR PEACE THROUGH STRENGTH (CPTS) PROMOTES U.S. NATIONAL SECURITY POLICY GROUNDED IN PRESIDENT REAGAN'S PHILOSOPHY THAT A STRONG AMERICAN MILITARY IS THE BEST DETERRENT AGAINST AGGRESSION AND A SAFEGUARD FOR PEACE.>THE CENTER FOR CIVICS, EDUCATION, AND OPPORTUNITY (CCEO) WORKS AT THE NEXUS OF CIVICS AND EDUCATION POLICY, ANSWERING PRESIDENT REAGAN'S CALL FOR AN "INFORMED PATRIOTISM" TO ENSURE A MORE PROSPEROUS FUTURE FOR AMERICA.>THE CENTER FOR FREEDOM AND DEMOCRACY (CFD) CHAMPIONS PRESIDENT REAGAN'S VISION OF AMERICA AS A SHINING CITY ON A HILL BY HELPING TO RESTORE HIS OPTIMISTIC, CONFIDENT APPROACH TO PROMOTING FREEDOM, DEMOCRACY, AND HUMAN DIGNITY BOTH AT HOME AND ABROAD.SCHOLARLY INITIATIVES ADVANCE THE STUDY OF PRESIDENT REAGAN, HIS PRESIDENCY, AND HIS ERA THROUGH PROGRAMMING DESIGNED TO ENCOURAGE, DEVELOP, AND SHOWCASE NEW SCHOLARSHIP ON THESE SUBJECTS. REAGAN INSTITUTE PROGRAMS AND EVENTS:OCTOBER 5-8, 2023 | AMERICAN OPPORTUNITY BOOTCAMP: >EACH YEAR, THE REAGAN INSTITUTE'S CENTER FOR CIVICS EDUCATION AND OPPORTUNITY HOLDS AN INTENSIVE MULTI-DAY PROGRAM THAT EXAMINES THE THEORY AND PRACTICE BEHIND REAGANISM (OR REAGANOMICS), THE PHILOSOPHY THAT DROVE PRESIDENT REAGAN'S ECONOMIC POLICIES. THE BOOTCAMP OFFERS AN OVERARCHING HISTORY AND UNDERSTANDING OF FREE-MARKET ECONOMIC POLICIES THAT GOVERNED THE REAGAN YEARS. THE PROGRAM PROVIDES STUDENTS WITH ACCESS TO THE NATION'S LEADING ECONOMIC THOUGHT LEADERS, BUSINESS LEADERS, POLICYMAKERS, AND WORKFORCE EXPERTS. STUDENTS LEAVE THE BOOTCAMP WITH STRONG FOUNDATIONAL KNOWLEDGE AND A WORKING LEXICON IN ECONOMIC AND WORKFORCE POLICIES, AN UNDERSTANDING OF INTERSECTING RELATIONSHIPS BETWEEN EDUCATION AND WORKFORCE POLICYMAKING, AND A DIVERSE SET OF VIEWPOINTS FROM INDUSTRY LEADERS. STUDENTS EMERGE WITH AN UNDERSTANDING OF ECONOMIC FOUNDATIONS THAT PROVIDE THE CONTEXT FOR AMERICAN OPPORTUNITY. FEATURED SPEAKERS INCLUDED: ANDY PUZDER, FORMER CEO, CKE FOODS; AMBASSADOR KRISTEN SILVERBERG, PRESIDENT & COO, BUSINESS ROUNDTABLE; JONATHAN BURKS, VP FOR GLOBAL PUBLIC POLICY, WALMART; KEITH NORIEKA, EVP, PATOMAK GLOBAL PARTNERS; AND DOUGLAS HOLTZ-EAKIN, PRESIDENT, AMERICAN ACTION FORUM.OCTOBER 24, 2023 | ROUNDTABLE: DIANE WINSTON - RIGHTING THE AMERICAN DREAMNOVEMBER 9, 2023 | STATUE DEDICATION: POPE JOHN PAUL II NOVEMBER 30, 2023 | REAGAN NATIONAL DEFENSE SURVEY: >THE REAGAN NATIONAL DEFENSE SURVEY IS A PUBLIC OPINION POLL THAT ASSISTS ELECTED OFFICIALS, POLICYMAKERS, AND KEY STAKEHOLDERS WITH UNDERSTANDING HOW AMERICANS VIEW A WIDE ARRAY OF DEFENSE, FOREIGN POLICY, AND NATIONAL SECURITY MATTERS.

    Expenses $10,032,673

  • [THE MUSEUM] THE REAGAN MUSEUM VIVIDLY TELLS THE STORY OF RONALD AND NANCY REAGAN AND OUR 40TH PRESIDENT'S ENDURING LEGACY AND PRINCIPLES. IN ADDITION, THE LIBRARY'S TEMPORARY GALLERY SPACE CONTINUOUSLY SHOWCASES HISTORIC AND POP-CULTURE INFLUENCED EXHIBITS WHICH OFTEN SERVE AS A SPRINGBOARD TO COMPLEMENTARY PUBLIC AFFAIRS PROGRAMMING. WHENEVER POSSIBLE, TIES ARE DRAWN BETWEEN THE TEMPORARY EXHIBIT AND THE LIFE, PRESIDENCY, AND PRINCIPLES OF RONALD REAGAN. COLLECTIVELY, THE PERMANENT AND TEMPORARY EXHIBITS OFFER A WORLD-CLASS FAMILY DESTINATION DRAWING VISITORS FROM ACROSS OUR LOCAL COMMUNITY AND FROM AROUND THE WORLD. -- SEE SCHEDULE O FOR CONTINUATION TEMPORARY EXHIBITS>DEFENDING AMERICA & THE GALAXY: STAR WARS AND SDI (MARCH 15, 2024 OCTOBER 13, 2024): THIS EXHIBITION SHARED THE STORY OF PRESIDENT REAGAN'S STRATEGIC DEFENSE INITIATIVE (SDI) AND ITS POP CULTURE REFERENCES TO THE STAR WARS MOVIE FRANCHISE, HIGHLIGHTING BOTH THE REAL-WORLD TECHNOLOGY OF SDI, AS WELL AS ITEMS FROM THE MOVIE PHENOMENON. THE EXHIBITION INCLUDED ORIGINAL ITEMS FROM SDI INCLUDING AN AUTHENTIC COMMAND LAUNCH EQUIPMENT CONSOLE, AS WELL AS PROPS, COSTUMES, AND CONCEPT ART FROM THE STAR WARS FRANCHISE, INCLUDING A LANDSPEEDER MADE FOR A NEW HOPE, MASTER REPLICAS OF LUKE SKYWALKER'S LIGHTSABER MADE FROM THE ORIGINAL MOLD OF THE LAST JEDI, AND AN ORIGINAL SCRIPT SIGNED BY DAVE PROWSE (ACTOR WHO PORTRAYED DARTH VADER IN THE ORIGINAL TRILOGY).>AUSCHWITZ: NOT LONG AGO. NOT FAR AWAY. (MARCH 23, 2023 JANUARY 28, 2024): IN A WEST COAST PREMIERE, THIS 12,500 SQUARE FOOT EXHIBITION BROUGHT TOGETHER MORE THAN 700 ORIGINAL AND POWERFUL OBJECTS OF GREAT HISTORIC AND HUMAN VALUE. THESE ITEMS WERE DIRECT WITNESSES OF THE HORRORS OF AUSCHWITZ AND THE HOLOCAUST THAT SERVE AS THE GUIDING THREAD OF A RIGOROUS AND MOVING ACCOUNT ON THE HISTORY OF THE CAMP AND ITS DWELLERS, BOTH VICTIMS AND PERPETRATORS. MORE BROADLY, AND CRUCIALLY, THE EXHIBITION TELLS THE STORY OF WHAT HAPPENS WHEN PEOPLE TURN A BLIND EYE TO HATRED OF OTHERS. >CHRISTMAS AROUND THE WORLD (NOVEMBER 16, 2023 JANUARY 7, 2024): THIS YEAR'S CHRISTMAS EXHIBIT FEATURED 26 WONDERFULLY DECORATED TREES THAT REPRESENT THE 26 COUNTRIES THAT PRESIDENT REAGAN VISITED WHILE IN OFFICE. COMMUNITY EVENTS>PRESIDENTS' DAY AND INDEPENDENCE DAY 1,818 PEOPLE ATTENDED OUR ANNUAL PRESIDENT'S DAY CELEBRATION, AND 3,030 ATTENDED OUR 4TH OF JULY FESTIVITIES. BOTH EVENTS INCLUDED LIVE MUSICAL ENTERTAINMENT, PRESIDENTIAL LOOKALIKES, AND FAMILY GAMES. OUR JULY 4TH PROGRAM ALSO INCLUDED AN UNVEILING PROGRAM FOR THE LIBRARY'S NEW CHARTERS OF FREEDOM MONUMENT.>MEMORIAL DAY THE REAGAN FOUNDATION HELD ITS THIRD ANNUAL MEMORIAL DAY COMMEMORATION. APPROXIMATELY 650 PEOPLE ATTENDED THE PROGRAM WHICH HONORS THE FALLEN MEN AND WOMEN WHO SERVED IN THE U.S. MILITARY. THE PROGRAM INCLUDED LIVE MUSIC, A FLYOVER, AND KEYNOTE REMARKS BY GOLD STAR FAMILY MEMBER TONY CORDERO. >VETERAN'S DAY: LTCOL SCOTT MATT WAS THE KEYNOTE AT THIS YEAR'S VETERAN'S DAY PROGRAM. OVER 1,200 PEOPLE ATTENDED THE DAY'S EVENTS. >RONALD REAGAN'S BIRTHDAY CELEBRATION: TO HONOR PRESIDENT REAGAN, PRESIDENT GEORGE W. BUSH DESIGNATED PERSONNEL FROM UNITED STATES MARINE CORPS BASE CAMP PENDLETON TO PLACE A WREATH ON PRESIDENT REAGAN'S GRAVESITE EVERY FEBRUARY 6TH. THE CEREMONY INCLUDES A 21-GUN SALUTE. THIS YEAR'S KEYNOTE WAS FORMER PRESIDENT OF POLAND LECH WALESA. OVER 500 PEOPLE ATTENDED THE EVENT.THE YEAR AHEAD: FY 2025PROGRAMMING HELD AT THE RONALD REAGAN PRESIDENTIAL LIBRARY IN SIMI VALLEY, CALIFORNIA:REAGAN FORUM PARTICIPANTS IN PERSON>JACK CARR (AUTHOR); 10/1/2024>TALMAGE BOSTON (AUTHOR); 10/24/2024>MIKE WALTZ (U.S. CONGRESSMAN); 10/25/2024>PEGGY NOONAN (AUTHOR); 12/4/2024>JOE UZIEL (ISRAEL ANTIQUITIES AUTHORITY); 2/26/2025>KEN BURNS (DOCUMENTARIAN); 7/19/2025REAGAN FORUM PARTICIPANTS VIRTUAL>JAMES PATTERSON (AUTHOR); 11/11/2024>ROBERT CHARLES (AUTHOR); 3/11/2025ADDITIONAL PROGRAMMING IN PERSON>THE REAGAN NATIONAL DEFENSE FORUM WILL BE HELD ON DECEMBER 5-6, 2024, WITH FEATURED SPEAKERS: HON. LLOYD AUSTIN, U.S. SECRETARY OF DEFENSE, AND HON. GINA RAIMONDO, U.S. SECRETARY OF COMMERCE.>MENORAH LIGHTING CEREMONY THE REAGAN FOUNDATION WILL HOST, FOR THE SECOND TIME, A MENORAH LIGHTING CEREMONY. THE EVENT WILL BE HELD ON DECEMBER 29, 2024. THE PROGRAM IS IN PARTNERSHIP WITH THE CHABAD OF SIMI VALLEY.PROGRAMMING HELD AT THE REAGAN INSTITUTE IN WASHINGTON, D.C IN PERSON:>FEBRUARY AND JUNE, 2025 | REAGAN INSTITUTE STRATEGY GROUP: THE REAGAN INSTITUTE STRATEGY GROUP (RISG) CONVENES LEADERS WITH EXTENSIVE EXPERIENCE IN NATIONAL SECURITY TO STUDY, DEVELOP, AND PROMOTE REAGAN-ESQUE FOREIGN POLICY PRINCIPLES AND PRIORITIES FOR THE 21ST CENTURY. THE GROUP MEETS TWICE A YEAR FOR POLICY DISCUSSIONS AND TO HEAR FROM A VARIETY OF POLITICAL LEADERS. >MARCH 4-5, 2025 | NATIONAL SECURITY INNOVATION BASE SUMMIT (NSIB) AND REPORT CARD: THE SECOND ANNUAL NATIONAL SECURITY INNOVATION BASE SUMMIT TOOK PLACE ON MARCH 19-20, 2024. AT THE SUMMIT, THE INSTITUTE LAUNCHED THE SECOND ITERATION OF ITS NATIONAL SECURITY INNOVATION BASE REPORT CARD A FIRST-OF-ITS-KIND ASSESSMENT TO MEASURE THE HEALTH, RESILIENCE, AND EFFECTIVENESS OF AMERICA'S INNOVATION BASE AND MAKE POLICY RECOMMENDATIONS.>MAY 29-30, 2025 | REAGAN NATIONAL ECONOMIC FORUM: IN MAY 2025, THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE WILL BRING TOGETHER POLICYMAKERS, BUSINESS LEADERS, SCHOLARS, AND INNOVATORS FROM ACROSS INDUSTRIES FROM THE ICONIC AMERICAN BRANDS KNOWN WORLDWIDE TO THE STARTUPS AND DISRUPTORS BUILDING THE FUTURE OF THE AMERICAN ECONOMY TO EXPLORE WAYS THE UNITED STATES CAN STRENGTHEN OPPORTUNITY, INNOVATION, AND PROSPERITY IN THE FACE OF FIERCE GLOBAL COMPETITION.>JULY 30 - AUGUST 1, 2025 | THE AGE OF REAGAN CONFERENCE IS THE SIGNATURE SCHOLARLY CONVENING OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE. THIS EVENT WILL CONNECT SCHOLARS TO NEW RESEARCH OPPORTUNITIES AND FOSTER A COMMUNITY OF EXPERTS WORKING ON ISSUES RELATED TO RONALD REAGAN'S LIFE, LEGACY, AND PRESIDENCY. THIS INTERDISCIPLINARY EVENT SEEKS TO ENGAGE SCHOLARS FROM ANY FIELD AND FURTHER PROMOTE THE EXISTING SCHOLARLY PROGRAMS OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE, INCLUDING OUR VISITING FELLOWSHIPS AND ROUND-TABLE SERIES.

    Expenses $14,669,726 · Revenue $3,869,061

  • [CENTER OF PUBLIC AFFAIRS IN SIMI VALLEY, CALIFORNIA] A FORUM OF IDEAS WHERE INFLUENTIAL LEADERS FROM GOVERNMENT, BUSINESS, THE MEDIA, AND ACADEMIA APPLY THE LESSONS LEARNED DURING RONALD REAGAN'S REMARKABLE PRESIDENCY. ALL SPEAKERS AND PANELS ARE KNOWN AS "REAGAN FORUMS," UNLESS SPECIFIED OTHERWISE. REAGAN FORUM PARTICIPANTS IN-PERSON>WILBUR ROSS (FORMER U.S. SECRETARY OF COMMERCE); 8/14/24>NEIL GORSUCH (U.S. SUPREME COURT JUSTICE); 8/8/24>LTGEN HEATH COLLINS (DIRECTOR OF THE MDA); 8/1/24>KEN KHACHIGIAN (AUTHOR); 7/30/24>CAST OF THE REAGAN MOVIE, INCLUDING DENNIS QUAID; 7/25/24>ANITA MCBRIDE (AUTHOR); 5/8/2024>CHRIS SUNUNU (NEW HAMPSHIRE GOVERNOR); 3/20/2024>RAND PAUL (U.S. SENATOR); 2/20/2024>NECHAMA BIRNBAUM (AUTHOR); 1/18/2024>AUDREY BIRNBAUM (AUTHOR); 1/11/2024>NEWT GINGRICH (FORMER SPEAKER OF THE HOUSE); 1/10/2024>RICHARD HUROWITZ (AUTHOR); 12/5/2023>OREN SCHNEIDER (AUTHOR); 11/16/2023>BRET BAIER (FOX NEWS HOST); 10/26/2023>MARK LEVIN (TALK RADIO HOST); 10/21/2023>KAREN PENCE (FORMER SECOND LADY OF THE U.S.); 10/17/2023REAGAN FORUM PARTICIPANTS VIRTUAL>HEATH LEE (AUTHOR); 8/7/2024>JEAN BECKER (AUTHOR); 7/24/2024>CARLOS LOZADA (AUTHOR); 5/29/2024>CRAIG SHIRLEY (AUTHOR); 3/13/2024SPECIAL EVENTS IN PERSON>JUNE 6, 2024 MARKED THE 40TH ANNIVERSARY OF PRESIDENT REAGAN'S 1984 SPEECH AT POINTE DU HOC HONORING THE 40TH ANNIVERSARY OF D-DAY. THE REAGAN FOUNDATION HOSTED AN ALL-DAY EVENT WITH A LINEUP OF HISTORIANS, VETERANS, AND POLITICIANS REFLECTING ON THE ENDURING IMPACT OF OPERATION OVERLORD AND THE D-DAY LANDINGS. PANELISTS PROVIDED A HISTORICAL LOOK AT OUR WORLD EIGHTY YEARS AGO, AND ADDRESSED THE IMPLICATIONS OF PRESIDENT REAGAN'S PEACE THROUGH STRENGTH POLICIES ON TODAY'S WORLD. THE EVENT FEATURED A KEYNOTE CONVERSATION WITH CONDOLEEZZA RICE, THE 66TH UNITED STATES SECRETARY OF STATE.>JUNE 5, 2024 MARKED THE 20TH ANNIVERSARY OF RONALD REAGAN'S PASSING. THE REAGAN FOUNDATION HOSTED AN ALL-DAY EVENT WITH A LINEUP SPEAKERS REFLECTING ON HIS ENDURING LEGACY AND EXAMINING HIS PROFOUND INFLUENCE ON BOTH DOMESTIC AND FOREIGN POLICY. THE EVENT FEATURED A KEYNOTE CONVERSATION WITH CAROL THATCHER, DAUGHTER OF MARGARET THATCHER, AND BEN MULRONEY, SON OF BRIAN MULRONEY, MODERATED BY PEGGY NOONAN.>AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, THE REAGAN FOUNDATION, IN CONJUNCTION WITH THE CHABAD OF SIMI VALLEY, HELD A MENORAH LIGHTING CEREMONY ON DECEMBER 7, 2023.>AS PART OF THE REAGAN LIBRARY'S AUSCHWITZ EXHIBIT PROGRAMMING, ON OCTOBER 15, 2023, THE REAGAN FOUNDATION HOSTED A LIVE PRODUCTION OF THE HOLOCAUST PLAY, SURVIVORS. THIS ONE-HOUR PLAY TEACHES THE CHRONOLOGICAL HISTORY OF THE HOLOCAUST BY ENACTING THE ACTUAL EXPERIENCES OF JEWISH CHILDREN AND TEENAGERS FROM EUROPE. [RONALD REAGAN CENTER ON CIVILITY AND DEMOCRACY PROGRAMMING]:>OCTOBER 10, 2023 | E2 SUMMIT OF CEOS AND GOVERNMENT OFFICIALS AT THE INVITATION OF SENATOR MITT ROMNEY AND SPEAKER PAUL RYAN LED A CONVERSATION WITH JONAH GOLDBERG OF THE DISPATCH AND FORMER REP. STEPHANIE MURPHY ON WAYS BUSINESS LEADERS CAN SUPPORT CIVILITY EFFORTS.>MAY 9, 2024 | GOVERNOR SPENCER COX CONVERSATION AT THE REAGAN INSTITUTE WHERE GOVERNOR COX DISCUSSED THE "DISAGREE BETTER" INITIATIVE HE LAUNCHED AS CHAIRMAN OF THE NATIONAL GOVERNOR'S ASSOCIATION. >JULY 16, 2024 | "CIVILITY AND DEMOCRACY: GOING FORWARD" - LAKESIDE TALK IN FRONT OF A PRESTIGIOUS GROUP OF THOUGHT LEADERS AND CEOS AT THE BOHEMIAN GROVE >JULY 25, 2024 | CONVERSATION ON DISINFORMATION AND DEMOCRACY AT THE REAGAN INSTITUTE WITH SENATE SELECT COMMITTEE ON INTELLIGENCE CHAIR, MARK WARNER (D-VA), AND THE HOUSE INTELLIGENCE COMMITTEE'S SUBCOMMITTEE ON OVERSIGHT CHAIR, BRAD WENSTRUP (R-OH), WHERE THEY DISCUSSED THE RISKS OF DISINFORMATION INFLUENCING THE UPCOMING 2024 ELECTION.>JULY 25, 2024 | ROUNDTABLE DISCUSSION ON DISINFORMATION AND DEMOCRACY AT THE REAGAN INSTITUTE IN PARTNERSHIP WITH FREEDOM HOUSE. FEATURED SPEAKERS INCLUDED KAT DUFFY OF THE COUNCIL ON FOREIGN RELATIONS, LINDSAY HUNDLEY OF META, KIAN VESTEINSSON OF FREEDOM HOUSE AND GAVIN WILDE OF THE CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE. MODERATED BY MARK DE LA IGLESIA, DIRECTOR FOR U.S. DEMOCRACY AT FREEDOM HOUSE.>SEPTEMBER 18, 2024 | CONVENING OF THE ARCHIVIST OF THE UNITED STATES AND THE HEADS OF ALL PRESIDENTIAL LIBRARIES AT THE REAGAN INSTITUTE TO DISCUSS WAYS TO JOINTLY ADVANCE CIVILITY AND DEMOCRACY, ESPECIALLY IN THE CONTEXT OF AMERICA'S 250TH BIRTHDAY.>SEPTEMBER 24, 2024 | NEWSLETTER ON CIVILITY AND DEMOCRACY FIRST EDITION OF THE QUARTERLY NEWSLETTER PRODUCED BY THE CENTER ON CIVILITY AND DEMOCRACY WAS SENT OUT TO 300,000 PEOPLE. IT HIGHLIGHTS THE CCD'S WORK, FEATURES HIGH PROFILE PARTNERS AND SHOWCASES GRASSROOTS EFFORTS ACROSS THE COUNTRY.>SEPTEMBER 26, 2024 | "IT'S OUR DEMOCRACY: TOWARDS A MORE PERFECT UNION" - DISCUSSION ON THE OPPORTUNITY TO ADVANCE CIVILITY AND DEMOCRACY GOALS AS PART OF AMERICA'S 250TH CELEBRATION AT MOUNT VERNON INCLUDING LEADERS OF OTHER PRESIDENTIAL LIBRARIES AND LEADERS OF CIVILITY AND DEMOCRACY GROUPS.

    Expenses $2,381,038 · Revenue $892,115

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Roger Zakheim

    DIRECTOR OF THE REAGAN INS

    Total calculated
    $659,257
    From this org
    $570,769
    From related orgs
    $0
    Other
    $88,488
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $455,769
    Bonus
    $115,000
    Other
    $0
    Deferred
    $54,542
    Nontaxable benefits
    $33,946
    Filer's total
    $659,257
  • John D Heubusch

    EXECUTIVE DIRECTOR

    Total calculated
    $566,693
    From this org
    $507,500
    From related orgs
    $0
    Other
    $59,193
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $507,500
    Bonus
    $0
    Other
    $0
    Deferred
    $41,092
    Nontaxable benefits
    $18,101
    Filer's total
    $566,693
  • Trulio David V

    PRESIDENT AND CHIEF EXECUT

    Total calculated
    $512,257
    From this org
    $489,840
    From related orgs
    $0
    Other
    $22,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $489,840
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,417
    Filer's total
    $512,257
  • Cochran Robert A

    DIRECTOR OF DEVELOPMENT -

    Total calculated
    $340,190
    From this org
    $300,846
    From related orgs
    $0
    Other
    $39,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,846
    Bonus
    $36,000
    Other
    $0
    Deferred
    $36,320
    Nontaxable benefits
    $3,024
    Filer's total
    $340,190
  • Keegan Michelle Powers

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $343,834
    From this org
    $286,731
    From related orgs
    $0
    Other
    $57,103
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,731
    Bonus
    $20,000
    Other
    $0
    Deferred
    $33,625
    Nontaxable benefits
    $23,478
    Filer's total
    $343,834
  • Joanne M Drake

    CHIEF ADMINISTRATIVE OFFIC

    Total calculated
    $310,486
    From this org
    $250,532
    From related orgs
    $0
    Other
    $59,954
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,032
    Bonus
    $12,500
    Other
    $0
    Deferred
    $28,476
    Nontaxable benefits
    $31,478
    Filer's total
    $310,486
  • Giller Melissa Michelle

    CHIEF MARKETING OFFICER

    Total calculated
    $301,634
    From this org
    $239,407
    From related orgs
    $0
    Other
    $62,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,407
    Bonus
    $20,000
    Other
    $0
    Deferred
    $28,281
    Nontaxable benefits
    $33,946
    Filer's total
    $301,634
  • Fitzpatrick Mark E

    CHIEF DIGITAL STRATEGY OFF

    Total calculated
    $264,522
    From this org
    $218,495
    From related orgs
    $0
    Other
    $46,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,495
    Bonus
    $12,000
    Other
    $0
    Deferred
    $25,023
    Nontaxable benefits
    $21,004
    Filer's total
    $264,522
  • Karunaratne Priyanthi

    CHIEF FINANCIAL OFFICER

    Total calculated
    $262,494
    From this org
    $216,538
    From related orgs
    $0
    Other
    $45,956
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,538
    Bonus
    $10,000
    Other
    $0
    Deferred
    $24,476
    Nontaxable benefits
    $21,480
    Filer's total
    $262,494
  • Hoff Rachel M

    POLICY DIRECTOR - WASHINGT

    Total calculated
    $221,661
    From this org
    $197,309
    From related orgs
    $0
    Other
    $24,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,309
    Bonus
    $15,000
    Other
    $0
    Deferred
    $22,059
    Nontaxable benefits
    $2,293
    Filer's total
    $221,661
  • Tran Janet C

    ASSOCIATE DIRECTOR OF EDUC

    Total calculated
    $227,139
    From this org
    $193,098
    From related orgs
    $0
    Other
    $34,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,098
    Bonus
    $13,000
    Other
    $0
    Deferred
    $21,997
    Nontaxable benefits
    $12,044
    Filer's total
    $227,139
  • Heist-Levine Dustin

    DIRECTOR OF MAJOR GIFTS

    Total calculated
    $223,846
    From this org
    $174,613
    From related orgs
    $0
    Other
    $49,233
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,613
    Bonus
    $0
    Other
    $0
    Deferred
    $20,565
    Nontaxable benefits
    $28,668
    Filer's total
    $223,846
  • Rosen Katharine Fletcher

    DIRECTOR OF DEVELOPMENT -

    Total calculated
    $199,206
    From this org
    $168,854
    From related orgs
    $0
    Other
    $30,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,854
    Bonus
    $11,000
    Other
    $0
    Deferred
    $18,369
    Nontaxable benefits
    $11,983
    Filer's total
    $199,206
  • Javier III Almario D

    SENIOR DATA ARCHITECT & SY

    Total calculated
    $204,184
    From this org
    $164,563
    From related orgs
    $0
    Other
    $39,621
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,395
    Bonus
    $9,168
    Other
    $0
    Deferred
    $18,775
    Nontaxable benefits
    $20,846
    Filer's total
    $204,184
  • Frederick J Ryan Jr

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Catherine G Busch

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Rick J Caruso

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Michael P Castine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Elaine L Chao

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steve Forbes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bradford M Freeman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Andrew J Littlefair

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Joe Lonsdale

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Susan R McCaw

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Lachlan Murdoch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Peggy Noonan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Theodore B Olson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Gerald L Parsky

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jim Pattison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Condoleezza Rice

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • John F W Rogers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Paul Ryan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ben C Sutton Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Robert H Tuttle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Pete Wilson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
11 August 2025
IRS schema version
2023v6.0
Source object
202502279349302120

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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