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[Inaugural] (Binder) (2)
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118565314
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[Inaugural] (Binder) (2)
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Records of the White House Office of the Deputy Chief of Staff (Reagan Administration)
Michael Deaver's Inaugural Materials
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Ronald Reagan Presidential Library Digital Library Collections This is a PDF of a folder from our textual collections. Collection: Deaver, Michael: Files Folder Title: Inaugural (Binder) (2) Box: 69 To see more digitized collections visit: https://reaganlibrary.gov/archives/digital-library To see all Ronald Reagan Presidential Library inventories visit: https://reaganlibrary.gov/document-collection Contact a reference archivist at: [email protected] Citation Guidelines: https://reaganlibrary.gov/citing National Archives Catalogue: https://catalog.archives.gov/ GURATIONOR PRESENENT 1985 THE COMMITTEE FOR THE December 26, 1984 50TH AMERICAN PRESIDENTIAL INAUGURAL Washington, D.C. 20599 Mr. Ronald H. Walker Chairman 202/433-7100 The Committee for the 50th American Presidential Inaugural Inaugural Hall 1900 Anacostia Drive Washington, D.C. 20599 Re: 50th American Presidential Inaugural Trust Dear Ron: This is to advise you that IRS has granted the 50th American Presidential Inaugural Trust tax-exempt status under Section 501 (c) (3). A copy of the deter- mination letter from IRS is enclosed. Also enclosed is an original executed Trust Agreement. I have another original executed copy of the Trust Agreement which I will place in the General Counsel's files. In connection with the Trust, there are several items to note. First, the Committee should be sure that it has actually paid over to the Trust $10.00 as provided in the Trust Agreement. When this has been done, a Trust bank account should be opened and contri- butions deposited in the Trust bank account. I am sending a copy of this letter to Fred Hale for purposes of suggesting that he handle the opening of the bank account, if this has not already been done. Also, because of the fact that the earlier trust continues in existence, care should be taken to have people make their checks out to the "50th American Presidential Inaugural Trust" rather than just "Presi- dential Inaugural Trust" and to credit the contribu- tions to the 50th American Presidential Inaugural Trust. This will help prevent confusion by IRS or others concerning the existence of two separate trusts. IRS has determined that the Trust should be treated as a publicly supported organization rather than a private foundation for an advance ruling period ending on November 30, 1986. Because it is expected AUGURATION OF INTERNATIONAL PRESENENT Mr. Ronald H. Walker December 26, 1984 Page Two 1985 THE COMMITTEE FOR THE 50TH AMERICAN PRESIDENTIAL INAUGURAL Washington. D.C. 20599 that the Trust will terminate upon completion of acti- vities relating to the 1985 Inaugural and prior to 202/433-7100 expiration of the advance ruling period, IRS should be notified of the termination of the Trust within 90 days thereof. Also, an information tax return (IRS Form 990) must be filed by the 15th day of the fifth month after the end of the Trust's fiscal year or the term- ination date. Further, in the course of obtaining the favor- able exemption determination, IRS requested assurance that no amounts contributed to the Trust would be used in any way to defray expenses or provide admittance to inaugural balls or other private affairs that will be part of the inaugural celebration. Care should be taken not to permit any such use of the Trust's fund. Finally, I would note that IRS has also expedited the procedure for granting tax identification numbers to both the Trust and the Committee. The tax identification number for the Trust is 62-6180317. The tax identification number for the Committee is 62-1218514. If you have any questions concerning these matters, please let me know. for Robert W. Barker Sincerely, Enclosure CC (w/enc.) : Mr. Michael K. Deaver Mr. John F. W. Rogers Mr. Joe M. Rodgers Fred F. Fielding, Esq. Mr. Fred Hale Internal Revenue Service Department of the Treasury Washington, DC 20224 Person to Contact: 50 American Presidential Inaugural Mr. Brockner Trust Telephone Number: 1900 Anacostia Dr., S.E. Bldg. T-5 (202) 566-4757 Room 308 Refer Reply to: Washington, D.C. 20599 OP:E:E0:R:5 Date: DEC 21 1984 Employer Identification Number: 62-6180317 Key District: Baltimore Accounting Period Ending: November 30 Foundation Status Classification: 509 (1) (A) (vi) Advance Ruling Period Ends: November 30, 1986 Dear Applicant: Based on information supplied and assuming your operations will be as stated in your application for recognition of exemption, we have determined you are exempt from federal income tax under section 501 (c) (3)- of the Internal Revenue Code. Because you are a newly created organization, we are not now making a final determination of your foundation status under Code section 509(a). However, we have determined that you can reasonably be expected to be a publicly supported organization described in the sections shown above. Accordingly, you will be treated as a publicly supported organization, and not as a private foundation, during the advance ruling period. This advance ruling period begins on the date you were organized and ends on the date shown above. Within 90 days after your advance ruling period ends, furnish your key District Director information needed to determine whether you have met the requirements of the applicable support test during the advance ruling period. If you establish that you have been a publicly supported organization, you will be classified as a section 509(a)(1) or 509(a)(2) organization as long as you continue to meet the requirements of the applicable support test. If you do not meet the public support require- ments during the advance ruling period, you will be classified as a private foundation for future periods. Also, if you are classified as a private foundation, you will be treated as such from the date you were organized for purposes of sections 507(d) and 4940. Grantors and donors may rely on the advance ruling that you are not a private foundation until 90 days after your advance ruling period ends. If you submit the required information within the 90 days, grantors and donors may continue to rely on the advance ruling until we make a final determination of your foundation status. However, if notice that you will no longer be treated as the type of organization shown above is published in the Internal Revenue Bulletin, grantors and donors may not -2- 50th American Presidential Inaugural Trust rely on this advance ruling after the date of such publication. Also, a grantor or donor may not rely on this determination if he or she was in part responsible for, or was aware of, the act or failure to act that resulted in your loss of the foundation classification shown above, or acquired knowledge that we had given notice that you would be removed from classification as the type of organization shown above. In order for an organization to qualify or continue to qualify under sections 509 (a) (1) and 170(b) (1) (A) (vi) as publicly supported, it must normally receive a substantial part of its support from governmental units or the general public, or a combination of both. This type of support is generally called public support. An organization will be considered as publicly supported for its current taxable year and immediately succeeding taxable year if at least one-third of its support during the four taxable years immediately preceding its current taxable year was public support. If less than one-third, but at least ten percent of its support during such period was public support, the organization may still qualify as publicly supported if it meets a facts an circumstances test. Note, however, that contributions from an individual count as public support only to the extent that such individual contributions during the four-year period do not exceed two percent of the organization's total support during that period. Further explanation and details are provided on pages 14 through 30 of Publication 557 (copy enclosed). If your sources of support, or your purposes, character, or method of operation change, please let your key district know so that office can consider the effect of the change on your exempt status and foundation status. Also, you should inform your key District Director of all changes in your name or address. Unless specifically excepted, beginning January 1, 1984, you must pay taxes under the Federal Insurance Contributions Act (social security taxes) for each employee who is paid $100 or more in a calendar year. You are not required to pay tax under the Federal Unemployment Tax Act (FUTA). Since you are not a private foundation, you are not subject to the excise taxes under Chapter 42 of the Code. However, you are not automati- cally exempt from other federal excise taxes. If you have questions about excise, employment, or other federal taxes, contact your key District Director. Donors may deduct contributions to you as provided in Code section 170. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522. You are required to file Form 990, Return of Organization Exempt From Income Tax, only if your gross receipts each year are normally more than -3- 50th American Presidential Inaugural Trust $25,000. (For tax years ending before December 31, 1982, organizations whose gross receipts are not normally more than $10,000 are excused from filing Form 990.) For guidance in determining if your gross receipts are "normally" not more than the $25,000 limit, see the instructions for the Form 990. If a return is required, it must be filed by the 15th day of the fifth month after the end of your annual accounting period. There is a penalty of $10 a day, up to a maximum of $5,000, when a return is filed late unless there is reasonable cause for the delay. You are not required to file federal income tax returns unless you are subject to the tax on unrelated business income under Code section 511. If you are subject to this tax, you must file an income tax return on Form 990-T, Exempt Organization Business Income Tax Return. In this letter we are not determining whether any of your present or proposed activities are unrelated trade or business as defined in section 513. Please show your employer identification number on all returns you file and in all correspondence with the Internal Revenue Service. We are informing your key District Director of this ruling. Because™ this letter could help resolve any quéstions about your exempt status and foundation status, you should keep it in your permanent records. If you have any questions about this ruling, please contact the person whose name and telephone number are shown in the heading of this letter. For other matters, including questions concerning reporting requirements, please contact your key District Director. Sincerely yours, J.E.Suiff.Th J. E. Griffith Chief, Exempt Organizations Rulings Branch DECLARATION OF TRUST 50th American Presidential Inaugural Trust Declaration of Trust made as of the 12 day of December, 1984 by and between The Committee for the 50th American Presidential Inaugural (hereinafter the "Donor"), a nonprofit corporation organized under the laws of the District of Columbia, and Michael K. Deaver, Ronald H. Walker, John F. W. Rogers, and Joe M. Rodgers (hereinafter the "Trustees"), who hereby declare and agree that they have received this day from the Donor the sum of Ten Dollars ($10) and that they will hold and manage such sum, and any additions to it, in Trust as follows: ARTICLE ONE Creation of Trust 1.1 Name. There is hereby established the "50th American Presidential Inaugural Trust", hereinafter the "Trust". 1.2 Trust fund. The Trustees may receive and accept property, whether real, personal, or mixed by way of gift, bequest, or devise, from any person, firm, Trust, or corporation, to be held, administered, and disposed of in accordance with and pursuant to the provisions of this Declaration of Trust; but no gift, bequest or devise of any such property shall be received and accepted if it is conditioned or limited in such manner as to require the disposition of the income or its principal for other than charitable purposes within the meaning of such term as - 2 - defined in Article Seven, Section 7.4 of this Declaration of Trust or as shall, in the opinion of the Trustees, jeopardize the federal income tax exemption of this Trust pursuant to section 501 (c) (3) of the Internal Revenue Code, as amended, (hereinafter the "Code"), or corresponding section of any future federal tax code. 1.3 Purposes. This Trust is organized exclusively for charitable, religious, educational or scientific purposes within the meaning of section 501 (c) (3) of the Code or corresponding section of any future federal tax code, namely, (a) to sponsor public events, to encourage public participation, and to assist government bodies in connection with the 1985 inauguration of the President and Vice President of the United States, including but not limited to, concerts, perfor- mances, displays, exhibitions, shows, commemorations, festivals, pageants, parades, ceremonies, and other similar occasions, within or without the District of Columbia, involving artistic, musical, literary, educational, cultural, ethnic, and religious endeavors which are broadly representative of American life; (b) to encourage public participation by and through all communications media and by means of (without being limited to such means) furnishing to the public generally, in connection with the public events that will be sponsored by the Trust pursuant to subsection (a) of this Section 1.3, free or low- cost transportation, accommodations, goods, facilities, and services, to or within the District of Columbia; and - 3 - (c) to conduct any and all other activities as shall from time to time be found to be appropriate in furtherance of the foregoing. 1.4 Limitations. Any provision in this Declaration of Trust to the contrary notwithstanding: (a) No part of the net earnings of the Trust shall inure to the benefit of, or be distributable to, any private person, except that reasonable compensation may be paid for services actually rendered to or for the benefit of the Trust; (b) No substantial part of the activities of the Trust shall be the carrying on of propaganda, or otherwise attempting to influence legislation, and the Trust shall not participate in or intervene in (including the publishing or distribution of statements) any political campaign on behalf of any candidate for public office; (c) The Trust shall not carry on any activities not permitted to be carried on (i) by an organization exempt from federal income tax under section 501 (c) (3) of the Code or corresponding section of any future federal tax code, or (ii) by an organization contributions to which are deductible under section 170 (c) (2) of the Code or the corresponding section of any future federal tax code; (d) The assisting of Government bodies, within the meaning of Article One, Section 1.3 (a) of the Declaration of - 4 - Trust, shall be limited to any contribution or expenditure to or for the use of any governmental organization described in section 170 (c) (1) of the Code or the corresponding provision of any future federal tax code; (e) Expenditures made by the Trust in furtherance of the purposes set out in Article One, Section 1.3 of this Agreement shall be made without regard to the party of the President-elect; and (f) The Trust shall continue until such time as the purposes set forth in Section 1.3 of this Article One are fulfilled and the Trust is thereupon terminated by the Trustees. Upon such termination, the assets of the Trust shall be distributed, (i) for one or more exempt purposes within the meaning of section 501 (c) (3) of the Code or corresponding section of any future federal tax code, (ii) to or for the use of one or more organizations which are exempt under section 501 (c) (3) of the Code or corresponding section of any future federal tax code, or (iii) to the federal government, or to a state or local government, for public purpose. ARTICLE TWO Duties of the Trustees The Trustees shall have and faithfully execute the following duties and responsibilities in administering this Trust: - 5 - 2.1 Investment of Trust fund. The Trustees shall invest and reinvest the principal and income of the Trust in such property, real, personal or mixed and in such manner as they shall deem proper, and from time to time to change investments as they shall deem advisable, to invest in or retain any stocks, shares, bonds, notes, obligations or personal or real property (including without limitation any interests in or obligations of any corporation, association, business Trust, investment Trust, common Trust fund or investment company) although some or all of the property so acquired or retained is of a kind or size which but for this express authority would not be considered proper and although all of the Trust funds are invested in the securities of one company. No principal or income, however, shall be loaned directly or indirectly to any Trustee or to anyone else, corporate or otherwise, who has at any time made a contribution to this Trust, nor to anyone except on the basis of an adequate interest charge and with adequate security. 2.2 Public events and arrangements. The Trustees shall, from time to time as appropriate, confer, cooperate, and work with representatives of the Congress, the Inaugural Committees appointed by the President-elect in accordance with the Presidential Inaugural Ceremonies Act, other departments, agencies, or instrumentalities of the governments of the United States and the District of Columbia, and such other private persons, corporations, associations, and organizations, as shall - 6 - be necessary, suitable, or desirable to plan, develop, arrange, implement, provide for, and fund public events, arrangements, programs, facilities, and services, to encourage widespread public participation in connection with the inaugurations of the President and Vice President of the United States. 2.3 Expenditures of the Trust fund. The Trustees shall expend and use the Trust principal and current and accumulated net income of the Trust only as follows: (a) to pay all expenses as incurred in establishing and administering this Trust; (b) to fund and provide for public events and arrangements, in the manner deemed suitable by the Trustees, in accordance with the purposes of the Trust set out in Article One, Section 1.3 and with Article Two, Section 2.2 of this Declaration of Trust; and (c) to dispose of any Trust funds in accordance with Article One, Section 1.4( (f) of this Declaration of Trust. 2.5 Books and records. The Trustees shall keep true and accurate books and records of account on a fiscal-year basis in which all transactions of the Trust shall be recorded. The Trustees shall cause their books and records to be audited at least as often as annually by independent certified public accountants. A statement of the results of such audit, together with the opinion of the certified public accountant, shall be - 7 - furnished to each Trustee and shall be made publicly available for inspection by any interested person. 2.6 Court accounting; bonds. The Trustees shall not be required to make or file any inventory of the Trust fund or any periodic accountings in accordance with the laws or judicial rules of the District of Columbia or of any other jurisdiction in which the Trust fund is situated. No bond shall be required of the original Trustees named below or of any successor Trustees or, if a bond is required by law, no surety on such bond shall be required. ARTICLE THREE Powers of the Trustees The Trustees shall have and may exercise the following powers in the administration of this Trust, without order or license of court, provided, however, that such powers are exercisable solely in a fiduciary capacity consistent with and in furtherance of the charitable purposes of this Trust as set out in Article One, Section 1.3 of this Declaration of Trust: 3.1 To sell, lease, or exchange any personal, mixed, or real property, at public auction or by private contract, for such consideration and on such terms regarding credit or otherwise, and to make such contracts and enter into such undertakings relating to the Trust property, as they consider advisable whether or not such leases or contracts may extend beyond the duration of the Trust. - 8 - 3.2 To borrow money for such periods, at such rates of interest and upon such terms as the Trustees consider advisable, and, as security for such loans to mortgage or pledge any real or personal property with or without power of sale; to acquire or hold any real or personal property, subject to any mortgage or pledge on or of property acquired or held by this Trust. 3.3 To execute and deliver deeds, assignments, transfers, mortgages, pledges, leases, covenants, contracts, promissory notes, releases, and. other instruments, sealed or unsealed, incident to any transaction in which the Trustees engage. 3.4 To vote; to give general or special proxies or powers of attorney for voting or acting in respect of shares or securities, which may be discretionary and with power of substitution; to participate in the reorganization, merger or consolidation of any concern, or in the sale, lease, disposition, or distribution of its assets; to join with other security holders in acting through a committee, depositary, or Trustees, or otherwise and in this connection to delegate authority to such committee, depositary, or Trustees and to deposit securities with them or transfer securities to them, to pay assessments levied on securities; or to exercise subscription rights in respect of securities. - 9 - 3.5 To employ a bank or Trust company as custodian of any funds or securities; to delegate to such bank or Trust company such powers as the Trustees deem appropriate; to open and maintain checking and savings accounts in a bank or banks and to authorize one or more persons to sign checks and withdraw orders on such accounts; to hold Trust property without indication of fiduciary capacity but only in the name of a registered nominee, provided the Trust property is at all times identified as such on the books of the Trust; to keep any or all of the Trust property or funds in any place or places in the United States of America; to employ clerks, accountants, investment counsel, investment agencies, and any special services and to pay the reasonable compensation and expenses of all such services. 3.6 To hold bonds, shares, or other securities in bearer form, in the name of the Trustees, or in the name of a nominee, without indication of fiduciary capacity. 3.7 To employ one or more investment managers to manage, acquire, and dispose of all investments of the Trust, provided that any investment manager employed by the Trustees shall be an investment adviser registered under the Investment Act of 1940, a bank as defined in such Act, or an insurance company qualified to perform such services under the laws of more than one state of the United States. 3.8 To incur and pay any other expenses reasonably incidental to the administration of the Trust, including premiums - 10 - and charges for fidelity bonds and fiduciary liability insurance covering fiduciaries who are engaged in the administration of this Trust. 3.9 To pay any and all real or personal property taxes, income taxes, or other taxes or assessments of any kind levied or assessed upon, or with respect to, the Trust or the Trust fund. 3.10 To compromise, settle, or release claims or demands of others against the Trust, or of the Trust against others, on such terms and conditions as the Trustees determine. 3.11 To construe the provisions of this Declaration of Trust and to adopt and promulgate such rules and regulations as the Trustees, in their sole discretion, determine to be proper or necessary for the efficient administration of the Trust. 3.12 To receive additions to the Trust under this instrument by gift, devise or otherwise, to allocate such additions between principal and income as is reasonable in the circumstances of each case as it arises, and to hold and administer the same under the provisions hereof. 3.13 To consider as income the whole of the interest, dividends, or similar receipts from property, whether wasting or not and although bought or taken at a value above par, but if the Trustees see fit, when property is bought or taken at a value above par, they may retain a portion of the income to offset such loss to the principal; to treat as income or principal or to - 11 - apportion between them stock dividends, extra dividends, and rights to take stock or securities; to charge to income or principal or to apportion between them any expense of making or changing investments, investment counsel's compensation, custodians' compensation, brokers' commissions, agents' compensation, attorneys' fees, insurance premiums, and taxes; and generally to determine all questions as between income and principal and to credit or charge to income or principal or to apportion between them any receipt or gain and any charge, disbursement or loss as is reasonable in the circumstances of each case as it arises. 3.14 To make, execute, acknowledge, and deliver any and all documents and instruments that may be necessary or appropriate to carry out the powers herein granted, including documents relating to the tax-exempt status of the Trust under Section 501 (c) (3) of the Code or corresponding provision of any future federal tax code. 3.15 To seek and obtain a judicial settlement of their accounts and a judicial determination of any questions in connection with their duties and obligations under this Trust. 3.16 To keep any part or all of the Trust fund at any place or places in the District of Columbia or elsewhere within the United States, but not outside the United States, or with a depositary or custodian at any such place or places. - 12 - 3.17 To form and organize a nonprofit corporation limited to the uses and purposes provided for in this Declaration of Trust, such corporation to be organized under the laws of any state or under the laws of the United States as may be determined by the Trustees; such corporation when organized to have power to administer and control the affairs and property and to carry out the uses, objects and purposes of this Trust. Upon the creation and organization of such corporation, the Trustees are authorized and empowered to convey, transfer, and deliver to such corporation all the property and assets to which this Trust may be or become entitled. The charter, bylaws and other provisions for the organization and management of such corporation and its affairs and property shall be such as the Trustees shall determine consistent with the provisions of this paragraph. 3.18 In addition to the powers herein enumerated, the Trustees shall have such other and further powers as may be necessary or proper to carry out the purposes of this Trust and to discharge the duties and responsibilities of the Trustees hereunder. ARTICLE FOUR Expenses and Taxes The expenses incurred by the Trustees in the performance of their duties, and the compensation, fees, and expenses of any investment manager, investment counsel, custodian, broker, agent, accountant or attorney employed by the - 13 - Trustees, together with all other expenses reasonably incidental to the administration of this Trust, shall be paid by the Trustees out of the Trust fund, and, until paid, shall constitute a charge or lien upon the Trust fund. Any taxes imposed, levied, or assessed upon the Trust fund or the income thereof shall be paid from the Trust fund. ARTICLE FIVE Trustees 5.1 Number and term in office. There shall be four (4) Trustees. The number of Trustees may be increased or decreased, but not below three (3), by amendment to this Agreement in accordance with Article 7, Section 7.1 of this Declaration of Trust. The Trustees may appoint an advisory committee or such other committees as they may deem necessary or appropriate in furtherance of the charitable purposes of the Trust. Vacancies in the office of Trustee, however occasioned, shall be filled by election by the remaining Trustees. Each successor Trustee shall accept his appointment in writing and shall thereupon become vested with all property rights, powers, and duties of a Trustee with like effect as if originally named a Trustee. 5.2 Resignation and removal. A Trustee may resign upon written notice- to the other Trustees and may be removed from office for cause by the affirmative vote of at least eighty percent (80%) of the remaining Trustees. - 14 - 5.3 Selection of chairman and secretary. The Trustees shall select one of their number to act as chairman and one to act as secretary, to serve for such periods as the Trustee shall determine. 5.4 Meetings. A meeting of the Trustees may be called at any time by the chairman or any two (2) of the Trustees upon three (3) days' written notice to the other Trustees. 5.5 Action by Trustees. The action of a majority of the Trustees at a meeting at which a majority of the Trustees are present shall constitute the action of the Trust. Any action permitted to be taken at a meeting may be taken by unanimous written consent of the Trustees in lieu of a meeting. Except as otherwise may be provided by law, any Trustee may participate in a meeting of the Trustees by means of conference telephone or by any means of communication by which all Trustees are able to hear one another, and such participation shall constitute presence at such meeting. 5.6 Execution of instruments. The name of the Trust may be used to designate the Trustees collectively and all instruments may be executed by them in such name upon the signature of any Trustee or other person that the Trustees may designate for that purpose. 5.7 Personal liability. A Trustee shall not be personally liable for any act pursuant to this Declaration of Trust in good faith taken or omitted, nor for any act taken or - 15 - omitted by any agent, employee, or attorney selected with reasonable care, nor for any act taken or omitted by any other Trustee without the first Trustee's knowledge or consent, nor for any loss incurred by the Trustees through investment of the Trust fund or failure to invest. 5.8 Compensation. The Trustees shall receive no compensation for services as Trustees rendered to the Trust. ARTICLE SIX Dealings with the Trustees 6.1 Any person may rely on a copy, certified by a notary public, of the executed original of the Declaration of Trust held by the Trustees, and of any of the notations on it and writings attached to it, as fully as he might rely on the original documents themselves. Any such person may rely fully on any statements of fact certified by anyone who appears from such original documents or from such certified copy to be a Trustee under this Declaration of Trust. No one dealing with the Trustees need inquire concerning the validity of anything the Trustees purport to do. No one dealing with the Trustees need see to the application of anything paid or transferred to or upon the order of the Trustees of the Trust. 6.2 Every instrument executed by the Trustees, whether signed by all of them or in the manner set forth in Article 5, Section 5.6 of this Declaration of Trust, may be relied upon as to any facts set forth therein and shall be conclusive that: - 16 - (a) at the time of delivery of said instrument, the Trust was in full force and effect and, except where there has been notice of an amendment, was in the form set forth in this Declaration of Trust as of its effective date; (b) sald instrument was executed in accordance with the terms and conditions of this trust; and (c). the execution and delivery of the instrument was duly authorized. ARTICLE SEVEN Amendment, Trust Irrevocable, Accounting Period, Terms of Agreement 7.1 Amendment. This instrument may be amended at any time or times by written instrument or instruments signed by the Trustees, and acknowledged by any of the Trustees, provided that no amendments shall authorize the Trustees to conduct the affairs of this Trust in any manner or for any purpose contrary to the provisions of section 501 (c) (3) of the Code, or corresponding section of any future federal tax code. An amendment of the provisions of this Section 7.1 (or any further amendment) shall be valid only if and to the extent that such amendment further restricts the Trustees' amending power. All instruments amending this Declaration of Trust shall be noted upon or kept attached to the executed original of this Declaration of Trust held by the Trustees. - 17 - 7.2 This Trust is irrevocable. 7.3 This Trust shall have annual accounting period beginning December 1. 7.4 In this Agreement and in any amendments to it, the term "charitable purposes" shall be limited to and shall include only religious, charitable, scientific, literary, or educational purposes within the meaning of those terms as used in section 501 (c) (3) of the Code or the corresponding section of any future federal tax code, but only such purposes as also constitute public charitable purposes under the law of Trusts of the District of Columbia. 7.5 In this Agreement and in any amendment to it, references to "Trustees" mean the Trustees, whether original or successor, then in office. ARTICLE EIGHT Situs This Trust is made and accepted in the District of Columbia and shall be governed, construed, and administered in all respects in accordance with the laws of the District of Columbia. IN WITNESS WHEREOF, THE COMMITTEE FOR THE 50TH AMERICAN PRESIDENTIAL INAUGURAL has executed this instrument by its duly authorized officer (s) and has affixed its corporate seal, and the undersigned Trustees, in token of their acceptance of the Trust - 18 - hereby created, have hereunto set their hands and seals, all as of this 12 day of December, 1984. THE ATTEST: Darker AMERICAN By Couald COMMITTEE PRESIDENTIAL 1A FOR Wallan THE 50TH INAUGURAL assestment Its Chairman secretary TRUSTEES: Muchael R leaver Michael K. Deaver Ronald H. Walker John F. W. Rogers T Joe M. Rodgers m. REFERRAL SLIP PRESIDENT PRESIDENT 1985 TO: FROM: MICHAEL K. DEAVER RONALD H. WALKER JOHN F. W. ROGERS FRED BIEBEL DOUG BLASER RED CAVANEY PAUL COOKSEY FRED FIELDING FRED HALE WILLIAM HENKEL JAMES LAKE JOE RODGERS WILLIAM SITTMANN MARGARET TUTWILER MARY JANE WICK Fee MEMO TO: MICHAEL DEAVER FROM: BEEDY RITCHIE DATE: Jan. 4, 1984 RE: HONORARY CHAIRPERSONS Attached is the completed list to date of the Honorary Chairpersons. All of these persons have been contacted by Mary Jane Wick and have accepted this position with pleasure. They have all received letters, will receive license plates, and Margaret Tutwiler has checked to be sure they have all received invitations to all Inaugural events. 1/4/85 12:30pm HONORARY CHAIRMEN Mr. J. Willard Marriott Chairman, 1969 & 1973 Inaugural The Marriott Corporation 1 Marriott Drive Washington, D.C. 20058 The Honorable Robert K. Gray Co-Chairman, 1981 Inaugural 4953 Rock Spring Road Arlington, Virginia 22207 The Honorable Charles Z. Wick Co-Chairman, 1981 Inaugural 2801 Rock Creek Drive, N.W. Washington, D.C. 20008 HONORARY CHAIRPERSONS Mr. and Mrs. Robert Adams (Betty & Bob) Post Office Box 468 Valley Center, California 92082 The Honorable Anne L. Armstrong Post Office Box 1028 Kingsville, Texas 78363 The Honorable and Mrs. Raymond Avansino First Interstate Building 8th floor 1 East First Street Reno, Nevada 89501 Mayor and Mrs. Marion Barry, Jr. (Effi) 1350 Pennsylvania Avenue, N.W. Room 520 Washington, D.C. Mrs. George Brock (Margaret) 2220 Avenue of the Stars #1404 Los Angeles, California 90067 Mr. and Mrs. Joseph Coors (Holly & Joe) Adolf Coors Company Main Gate Golden, Colorado 80401 The Honorable and Mrs. Frank Fahrenkopf (Mary) 310 First Street, S.E. Washington, D.C. 20003 Mr. Max M. Fisher Fisher Building Twenty-seventh floor Detroit, Michigan 48202 The Honorable Margaret T. Hance Prospect House 1200 N. Nash St., #833 Arlington, Virginia 22209 Mr. and Mrs. Charlton Heston (Lydia) 2859 Coldwater Canyon Drive Beverly Hills, California 90210 Mr. and Mrs. Jaquelin H. Hume (Jack & Betty) 550 Kearny Street, Suite 1000 San Francisco, California 94108 Mr. and Mrs. Earle M. Jorgensen (Marion) 960 Bel Air Road Los Angeles, California 90024 Mr. and Mrs. Lester B. Korn (Carolbeth) Korn/Ferry International 1800 Century Park East, Suite 900 Los Angeles, California 90067 Senator and Mrs. Paul Laxalt (Carol) 6660 Midhill Place Falls Church, Virginia 22043 The Honorable and Mrs. Drew Lewis (Marilyn) 75 Rockefeller Plaza New York, New York 10019 Mr. Preston Long 860 Fifth Avenue New York, New York 10021 Mr. Roy Pfautch Civic Service, Inc. 444 N. Capitol Street, N.W. Suite 714 Washington, D.C. 20001 The Honorable Edward J. Rollins 1200 N. Nash, Apt. #1145 Arlington, Virginia 22209 Mr. and Mrs. Henry Salvatori (Grace) 457 Bel Air Road Los Angeles, California 90077 Mr. and Mrs. Holmes Tuttle (Virginia) 7122 Beverly Boulevard Los Angeles, California 90036 How many- seals at plattan DRAFT #2 50th AMERICAN PRESIDENTIAL INAUGURAL SCHEDULE OF EVENTS FRIDAY, JANUARY 18, 1985 THE PRELUDE PAGEANT TO THE 50th AMERICAN PRESIDENTIAL INAUGURAL The President's Park (The Ellipse) 6:00 p.m. - 7:15 p.m. 6:30 p.m. VP arrives 6:45 p.m. TP arrives 7:05 p.m. Fireworks salute Free Open to Public SALUTE TO THE VICE PRESIDENT/THE AMERICAN SHOWCASE INAUGURAL GALA The Washington D.C. Convention Center 9:00 p.m. - 11:00 p.m. Scaled tickets: $150/$100/$75 Invitation only Business Suit THE INAUGURAL FIREWORKS SALUTE The Capitol Mall 9:00 p.m. - 11:00 p.m. SATURDAY, JANUARY 19, 1985 YOUTH EXECUTIVE FORUM DAR Constitution Hall 2:00 p.m. - 3:30 p.m. Free Invitation Only YOUTH CONCERT D. C. Armory 8:00 p.m. - 10:00 p.m. $25 Invitation Only THE 50th AMERICAN PRESIDENTIAL INAUGURAL GALA The Washington D.C. Convention Center 8:00 p.m. - 10:00 p.m. VP arrives - 7:45 p.m. TP arrives - 7:55 p.m. Scaled tickets: $200/$175/$150 Invitation only Business Suit THE INAUGURAL FIREWORKS SALUTE The Capitol Mall 10:00 p.m. - 2 - 11/20/84 4:00 p.m. SUNDAY, JANUARY 20, 1985 THE NATIONAL PRAYER SERVICE The National Cathedral 9:30 a.m. Free Invitation Only PRIVATE SWEARING IN CEREMONY The White House (between 11:00 a.m. and 12:00 noon) Invitation Only THE NATIONAL PAGEANT OF YOUTH The Jefferson Memorial 5:30 p.m. TP and VP arrive - 5:55 p.m. Special Live TV Insert into the Pre-Game of the Super Bowl at 6:05 p.m. (approx. 3 mins.) Free Open to the Public THE INAUGURAL FIREWORKS SALUTE The Capitol Mall 10:00 p.m. - 3 - 11/20/84 4:00 p.m. MONDAY, JANUARY 21, 1985 THE OFFICIAL INAUGURAL CEREMONY West Portico The Capitol 11:30 a.m. PRIVATE CONGRESSIONAL LUNCHEON The Capitol 1:00 p.m. THE 50th AMERICAN PRESIDENTIAL PARADE Pennsylvania Avenue Washington, D.C. 2:00 p.m. AMERICAN INAUGURAL BALLS 8:00 p.m. - 12:00 a.m. Locations: The Pension Building The Washington D.C. Convention Center (2 balls) Hilton International Hotel (1 Ball - 2 appearances) Sheraton Washington Hotel The Air and Space Museum The Kennedy Center The Shoreham Hotel The D.C. Armory (Youth Ball) - 4 - 11/20/84 4:00 p.m. THE INAUGURAL FIREWORKS SALUTE The Capitol Mall 12:00 a.m. JANUARY 7 to JANUARY 26, 1985 AMERICAN INAUGURAL INFORMATION GALLERIES Open Daily - 10:00 a.m. - 10:00 p.m. Manned by Inaugural Page Program Locations: The Pension Building Department of Commerce Exhibition Hall Union Station Madison Library (Exhibit Gallery) The Kennedy Center The Smithsonian Institute/Castle Building The Post Office Contents: Inaugural Information Center Inaugural Merchandise "The Reagan Presidential Gallery" "Prelude to Victory" film - 5 - 11/20/84 4:00 p.m. CONFIDENTIAL DRAFT 1985 PRESIDENTIAL INAUGURAL CO SCHEDULE OF ACTIVITIES EVENT TIME THURSDAY, JAN. 17 FRIDAY, JAN. 18 SATURDAY, JA 9:00am 12:00pm PT, 25< First Lady' Library of A 3:00pm Official Opening on Governors F the Mall (free) RCA 6:00pm Gala PI -Capital C D.C. Conv 11/7/84 1:00p MMITTEE N. 19 SUNDAY, JAN. 20 MONDAY, JAN. 21 TUESDAY, JAN 22 National Day of Prayer Breakfast White House Open House Reception no- Not CATh., Prayer Service Special Interest Brunches S Luncheon Official Swearing-in Public Swearing-in Congress Ceremony (private) of VP and President 1200. (west side of Capitol) Possible , wunch Luncheon (Capitol) cong. Parade - south side Reception Superbowl, Palo Alto, California (6:00p) Balls -State enter or OPEN -Youth ention Ctr DEPARTMENT DE OF DILINSI THE ARMED FORCES INAUGURAL COMMITTEE ANACOSTIA ANNEX WASHINGTON, DC 20599 NITED AMERICA REPLY TO ATTENTION OF 20 November 1984 ANIC-J3-SE MEMORANDUM FOR CHAIRMAN, PIC DIRECTOR OF OPERATIONS, PIC SUBJECT: Schedule Changes; Inaugural Week 1. The following schedule changes are effective 1600, 20 November, 1984 . a. Delete: Date Time Event/Location Source 19 Jan 85 4 pm Governor's Reception Cindy Whitley 19 JAN 85 8 pm TX State Society Ball Becky Krantz b. Add: Date Time Event/Location Source 18 Jan 85 7 pm Governor's Reception (B) Cindy Whitley 662-1320 18 Jan 85 8 pm TX Society Recpt (B) Becky Krantz 483-3000 19 Jan 85 2 pm YG Rep Nat Fed Recpt (B) Cheryl Hillen 20 Jan 85 8 pm YG Rep Nat Fed Party (B) Cheryl Hillen Punnals Dennis L. Primoli Lt Col, USAF Chief, Special Events Armed Forces Inaugural Committee INAUGURAL WEEK SENSITIVE DRAFT LEGEND: (Y) KNOWN PIC EVENTS (B) NON-PIC EVENTS * MOHR (W) UNCONFIRMED EVENTS (0) TRADITIONAL EVENTS (@) TO BE CHANGED Time- MONDAY, 14 JAN TUESDAY, 15 JAN WEDNESDAY, 16 JAN THURSDAY, 17 JAN Line 8 am M.L. KING COMMEMORATION (B) M.L. KING COMMEMORATION (B) M.L. KING COMMEMORATION (B) TICKET WILL CALL (Y) TICKET WILL CALL (Y) TICKET WILL CALL (Y) TICKET WILL CALL (Y) TASTE OF USA (Y) Note: 9-20 JAN TICKET WILL CALL 9 am 10 am Noon 1 pm 2 pm 3 pm 4 pm 5 pm REP NAT COM RECPT/DIN (B) 6 pm 7 pm PIC CHAIRMAN'S RECPT (O) 8 pm 9 pm 10 pm 11 pm Midnt 11/20/84 4:00 pm INAUGURAL WEEK SCHEDULE 1985 SENSITIVE DRAFT LEGEND: (Y) KNOWN PIC EVENTS (B) NON-PIC EVENTS * MOHR (W) UNCONFIRMED EVENTS (0) TRADITIONAL EVENTS (@) TO BE CHANGED Time- FRIDAY, 18 JAN SATURDAY, 19 JAN SUNDAY, 20 JAN MONDAY, 21 JAN Line 8 am TASTE OF USA (Y) TASTE OF USA (Y) TASTE OF USA (Y) TN SOC BRFKT (W) TICKET WILL CALL(Y) TICKET WILL CALL(Y) TICKET WILL CALL (Y) TICKET WILL CALL (Y) REP NAT COM BRKFT (B) DC NAT GUARD (B) DC NAT GUARD (B) (9 am) INAUGURAL MASS (B) (8:30 am) AMVETS BRKFT * ROA BRUNCH * (B) (8:30 am) WORSHIP SERVICE (Y) 9 am PRAYER SERVICE (Y) 10 am 11 am BRUNCH, CHIEF DIP MISS (0) NE SOC BRUNCH (B) NAT FED OF REP WOMEN LUNCH (B) NAT REP SEN COM RECPT (B) AL SOC LUNCH (W) Noon DISTINGUISHED LADIES RECPT (0) PRIVATE SWEARING IN (Y) PUBLIC SWEARING IN (Y) GOVERNOR'S LUNCH (W) AMVETS, JCS LUNCH (B) * CONGRESSIONAL LUNCH (Y) GOVERNOR'S LUNCH (W) GOVERNOR'S LUNCH (W) 1 pm 12:00 pm YG REP NAT FED RECPT(B) 2 pm SALUTE TO THE VP VP RECPT (0) PARADE (Y) 3 pm SEN/HANDICAPPED RECPT (0) 4 pm CONVOCATION (Y) BAND CONCERT(Y) 5 pm IL SOC BALL (W) REP EAGLES SUPER BOWL PARTY (B) SKY SALUTE (Y) 6 pm EAGLES 10 RECPT (B) NV SOC RECPT/BALL (W) ATHLETES/REAGAN& BUSH RECPT (B) REAGAN&BUSH $$$ COM RECPT (B) VFW DINNER/MOHR (B) * SUPER BOWL OPENING PAGEANT (Y) SC SOC BALL (W) (7pm) NAT CONGRESS CLUB DIN(B) WV SOC BALL (W) OHIO REP STATE COM BALL (B) AMERICAN LEGION MOHR BALL (B) * VFW RECPT (W)* (7pm) AMERICAN CONSV UNION DIN(B) GOVERNOR'S RECPT(B) IN SOC BALL (W) 7 pm (7:30 pm) OPENING CEREMONY (Y) MD INAUG COM BANQUET (B) DAV DINNER (B)/KY SOC BALL (W) VA SOC RECPT (W) 8 pm /TX SOCIETY RECPT(B) / SALUTE TO THE PRESIDENT (Y) YG REP NAT FED PARTY (B) INAUGURAL BALL'S (Y) CANDLE LIGHT DINNER (0) 9 pm 10 pm 11 pm NAT REP SEN COM MIDNGHT BUF (B) 11/20/84 4:00 pm OF *PRE The Committee for the 50th American Presidential Inaugural PRESEDENT VICE November 21, 1984 1985 Veterans Advisory Committee American Legion 1608 K Street, N. W. Washington, D. C. 20006 Attention: Mylio Kraja Executive Director Washington Office Gentlemen: On behalf of Michael Deaver and The Committee for the 50th American Presidential Inaugural, I am pleased to let you know that the Committee has designated the Veterans Ball as an "official" sanctioned event of the Presidential Inaugural. Robert Boege, Assistant Director handling the Veterans Desk, will be your contact in the Division of Special Groups. If you or your committee have any questions, or if we can serve your needs in any way, please do not hesitate to call us. You can reach Bob or his Special Assistant, Hudnall Ware, on 433-7556. Thank you for your interest and participation. We look forward to working with you. Sincerely, Skeen R. Cameror Helen R. Cameron Director of Special Groups CC: Michael K. Deaver Ronald H. Walker William Henkle Margaret Tutwiler Washington, D. C. 20599 - (202) 433-7100 CC Walker for files FOR Moster File PRESIDENT MKD Approvals 1985 THE COMMITTEE FOR THE 50TH AMERICAN November 29, 1984 PRESIDENTIAL INAUGURAL Washington, D.C. MEMORANDUM FOR MICHAEL K. DEAVER 20599 202/433-7100 THROUGH: RONALD H. WALKER @ FROM: WILLIAM HENKEL # SUBJECT: LEADERSHIP FORUM FOR YOUNG AMERICANS It appears that the conflict in event schedules at DAR/ Constitution Hall may not be as bad as earlier anticipated. The group which has the hall for an event that evening intended to set up platforms at 10:00 a.m. and rehearse in the hall at 2:00 p.m. The DAR feels confident that they can sell the idea that the group wait until noon to begin set up, with a 2:00 p.m. rehearsal time. This would be contingent upon our agreement to end our program no later than noon. (Crowd exit, site breakdown, platform dismantling, etc. could continue past noon, as long as "the program ends" at noon). It is possible we will find a suitable alternate site for the Forum. However, because of the historic nature, I would recommend beginning the program at 10:30 a.m. and ending at noon. Change to 10:30 a.m. APPROVE DISAPPROVE @ IDENTIFICATION UNEQISTMENT PRESEDENT TICE 1985 THE COMMITTEE FOR THE Bill For 741 Ronald H. Walker Chairman 50TH AMERICAN PRESIDENTIAL INAUGURAL Washington, D.C. 20599 202/433-7500 MEMORANDUM FOR MICHAEL K. DEAVER FROM: RONALD H. WALKER @ DATE: December 1, 1984 RE: Salute and Gala Boxes As requested, seven boxes have been set aside for the Presidential Gala and the Salute to the Vice President. On December 5 at the Convention Center there will be a seating set-up to determine camera positions and seating. By December 6 we should have an idea where placement of boxes will be. Payment for the General Chairman and Chairman boxes has not yet been determined. MAX L. FRIEDERSDORF C: Mr. Michael K. Deaver Chairman 1985 Presidential Inaugural Committee The White House Washington, D.C. 20500 Mr. Ron Walker Presidential Inaugural Committee 1900 Anacostia Drive Washington, D.C. 20599 PEPSICO INC. PURCHASE. NY 10577 OR TEL. 914 253 - 3200 MAX L. FRIEDERSDORF VICE PRESIDENT PUBLIC AFFAIRS November 29, 1984 H.E. Joao Clemente Baena Soares Secretary General Organization of American States Organization of American States Building Room 20 Washington, D.C. 20006 Dear Mr. Secretary General: On Sunday, January 18, 1981, Mr. Donald M. Kendall, Chairman of the Board and Chief Executive Officer of PepsiCo, Inc., hosted a Presidential Inaugural brunch for the Washington Diplomatic Corps at the Organization of American States Building in Washington, D.C. Most of the Ambassadors, Vice President-Elect and Mrs. George Bush, numerous senior Executive appointees, and Cabinet and Secretary designees attended the event. In connection with the forthcoming Inauguration, Mr. Kendall would like to host a similar event on Sunday, January 20, 1985, between 11:30 a.m. and 2:30 p.m., in the OAS Building. With your kind permission and approval, we would start making plans for the event. Please let me know if you have any questions, and we will look forward hopefully to your favorable response. Meanwhile, with kindest personal regard, I am Sincerely, may Max Friedersdorf