WHITE HOUSE HISTORICAL ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WHITE HOUSE HISTORICAL ASSOCIATION (EIN 52-0749685)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202532279349303023
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T13:55:10+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DR STE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 221023599 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520749685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE HISTORICAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 2027378292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT LEE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD TERESCO | PreparerPersonNm |
| PTIN | P00247720 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2025-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART D MCLAURIN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $165,761,845 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WHITEHOUSEHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 110 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,000,385 | PYContributionsGrantsAmt |
| CY Contributions Grants | $58,419,783 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,115,044 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,366,937 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,645,331 | PYOtherRevenueAmt |
| CY Other Revenue | $10,142,954 | CYOtherRevenueAmt |
| PY Total Revenue | $33,760,760 | PYTotalRevenueAmt |
| CY Total Revenue | $72,929,674 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,758,185 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,395,757 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $652,108 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $589,610 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,616,343 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,500,534 | PYOtherExpensesAmt |
| CY Other Expenses | $19,721,107 | CYOtherExpensesAmt |
| PY Total Expenses | $27,910,827 | PYTotalExpensesAmt |
| CY Total Expenses | $29,706,474 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,849,933 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $43,223,200 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,657,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,432,386 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,990,310 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,021,343 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,667,145 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $111,411,043 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE WHITE HOUSE HISTORICAL ASSOCIATION IS A NONPROFIT EDUCATIONAL ASSOCIATION FOUNDED IN 1961 FOR THE PURPOSE OF ENHANCING THE UNDERSTANDING, APPRECIATION AND ENJOYMENT OF THE EXECUTIVE MANSION. THE PROCEEDS FROM THE SALE OF THE ASSOCIATION'S BOOKS AND PRODUCTS ARE USED TO FUND THE ACQUISITION OF HISTORIC FURNISHINGS FOR THE PERMANENT WHITE HOUSE COLLECTION, ASSIST IN THE PRESERVATION OF PUBLIC ROOMS AND FURTHER ITS EDUCATIONAL MISSION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,273,566 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $10,111,992 | RevenueAmt |
| Desc | SALES OF BOOKS, THE OFFICIAL WHITE HOUSE ORNAMENT AND OTHER ITEMS HELP TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND PRESERVE THE HISTORY OF THE WHITE HOUSE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,558,281 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION, CONFERENCES, SEMINARS, AND OTHER PROGRAMS: THE WHITE HOUSE HISTORICAL ASSOCIATION HAS SEVERAL PROGRAMS TO EDUCATE THE GENERAL-PUBLIC. IN PARTNERSHIP WITH THE SMITHSONIAN NATIONAL MUSEUM OF AMERICAN HISTORY, THE ASSOCIATION HOSTED A COLLOQUIUM ON FOOD HISTORY AND THE WHITE HOUSE IN OCTOBER 2023. THE RUBENSTEIN CENTER CONTINUES TO HOST WHITE HOUSE HISTORY LIVE, A MONTHLY VIRTUAL PROGRAM. THIS PROGRAM HAD MORE THAN 600,000 VIEWS IN 2024. THE SLAVERY IN THE PRESIDENT'S NEIGHBORHOOD RESEARCH INITIATIVE WAS LAUNCHED IN FEBRUARY 2020. IT INCLUDES A LANDING PAGE ON THE ASSOCIATION'S WEBSITE FEATURING AN INTERACTIVE TIMELINE, AN INDEX OF IDENTIFIED ENSLAVED PEOPLE WHO WORKED AT THE WHITE HOUSE, A VIRTUAL TOUR OF THE DECATUR HOUSE SLAVE QUARTERS, AND NEW SCHOLARSHIP ON THE ENSLAVED AFRICAN AMERICANS WHO BUILT AND MAINTAINED THE WHITE HOUSE. IN JULY 2024, THE ASSOCIATION HOSTED ITS ANNUAL WHITE HOUSE HISTORY TEACHER INSTITUTE TO HELP PROVIDE TEACHERS WITH INFORMATION AND LESSON PLANS REGARDING WHITE HOUSE HISTORY. NEARLY 1,000 TEACHERS HAVE BEEN THROUGH OUR PROFESSIONAL DEVELOPMENT PROGRAMS, AND THROUGH THEM WE HAVE REACHED MORE THAN 520,000 STUDENTS. THE RUBENSTEIN CENTER HISTORIANS PROVIDED ROBUST CONTENT FOR THE ASSOCIATIONS WEBSITE AND SOCIAL MEDIA PLATFORMS AND ANSWERED QUERIES FROM THE PRESS AND THE GENERAL PUBLIC. THE HISTORIANS GAVE INTERVIEWS TO SIRIUS XM'S POTUS, THE ASSOCIATED PRESS, THE WASHINGTON POST, THE NEW YORK TIMES, NPR, USA TODAY, CNN, FOX FAMILY AND FRIENDS, AND OTHER MEDIA OUTLETS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,354,746 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PUBLISHING: THE WHITE HOUSE HISTORICAL ASSOCIATION'S SCHOLARLY PRESS PRODUCES AWARD-WINNING TITLES ON A WIDE RANGE OF SUBJECTS RELATED TO THE HISTORY OF THE PRESIDENT'S HOUSE, FROM ITS ARCHITECTURE, GARDENS, FINE AND DECORATIVE ARTS TO THE PRESIDENTS AND FIRST LADIES WHO HAVE LIVED THERE OVER THE YEARS. SIGNIFICANT NEW BOOKS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024 WERE: WINE AND THE WHITE HOUSE: A HISTORY (3RD EDITION), THE OFFICIAL WHITE HOUSE CHRISTMAS ORNAMENT: COLLECTED STORIES OF A HOLIDAY TRADITION (5TH EDITION), BLAIR HOUSE: THE PRESIDENT'S GUEST HOUSE (3RD EDITION), RECIPES FROM THE PRESIDENT'S RANCH: FOOD PEOPLE LIKE TO EAT (6TH PRINTING), THE WEST WING TOUR SCRIPT, THE HISTORY OF THE OVAL OFFICE, ROCCO KEEPS THE BEAT!: MUSIC AT THE WHITE HOUSE AND FIRST LADIES MAKE HISTORY. WHITE HOUSE HISTORY QUARTERLY ISSUES INCLUDED "THE WHITE HOUSE AND THE SEA," "ON THE MOVE," "MILITARY ROLES AND THE WHITE HOUSE," "AFTER THE WHITE HOUSE, "INAUGURAL TRADITIONS." THE CUMULATIVE INDEX TO THE QUARTERLY, WAS UPDATED IN 2024 TO INCLUDE ISSUES 1 THROUGH 70. THE ASSOCIATION'S BOOKS RECEIVED 28 NATIONAL AND INTERNATIONAL AWARDS IN THE FOLLOWING COMPETITIONS: BEST BOOK, BENJAMIN FRANKLIN, COMMUNICATOR, ERIC HOFFER, NATIONAL INDIE EXCELLENCE, NEXT GENERATION INDIE, AND SHELF UNBOUND BEST INDIE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,914,603 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 148 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 110 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE HISTORICAL ASSOC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027378292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| John FW Rogers | |||||||||
| Chairman | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Stewart McLaurin | |||||||||
| President | 39.0 | 1.0 | Yes (X) | Yes (X) | $483,106 | $0 | $38,759 | ||
| Anita B McBride | |||||||||
| Secretary | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Ashley Dabbiere | |||||||||
| Member at Large | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Barbara Perry | |||||||||
| Member at Large | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin C Sutton Jr | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Deneen C Howell | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Eula Adams | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gahl Hodges Burt | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Gregory W Wendt | |||||||||
| Treasurer | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Jean M Case | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Merlynn Carson | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Michael Beschloss | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Nicole Sexton | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Teresa Carlson | |||||||||
| Vice-Chairperson | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Tham Kannalikham | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Tina Tchen | |||||||||
| Member at Large | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Wayne AI Frederick | |||||||||
| Member at Large | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Albert Lee | |||||||||
| Chief Financial Officer | 40.0 | 0 | $337,809 | $0 | $22,472 | Yes (X) | |||
| Colleen Shogan | |||||||||
| Senior VP & Director of the David M. Rubenstein Center | 40.0 | 0 | $155,862 | $0 | $11,353 | Yes (X) | |||
| Luci Shanahan | |||||||||
| Chief Retail Officer | 40.0 | 0 | $89,265 | $0 | $565 | Yes (X) | |||
| Marcia Anderson | |||||||||
| VP-Publications & Executive Editor | 40.0 | 0 | $231,441 | $0 | $48,617 | Yes (X) | |||
| Matthew Costello | |||||||||
| Chief Education Officer | 40.0 | 0 | $163,893 | $0 | $31,809 | Yes (X) | |||
| Rhett Wilson | |||||||||
| VP, DEVELOPMENT | 40.0 | 0 | $294,872 | $0 | $29,623 | Yes (X) | |||
| Sarah Fosdick | |||||||||
| Chief Development Officer | 40.0 | 0 | $103,535 | $0 | $14,511 | Yes (X) | |||
| Amanda Shifflett | |||||||||
| VP Marketing Communications and Engagment | 40.0 | 0 | $142,060 | $0 | $13,260 | Yes (X) | |||
| Andrew Battaile Jr | |||||||||
| Associate VP of Development | 40.0 | 0 | $179,673 | $0 | $30,202 | Yes (X) | |||
| David Sweeney | |||||||||
| Senior Director, Corporate and Foundation Rel | 40.0 | 0 | $165,951 | $0 | $12,788 | Yes (X) | |||
| Kimberly Osborne | |||||||||
| VP of Board Engagement, Office of the Preside | 40.0 | 0 | $163,832 | $0 | $32,217 | Yes (X) | |||
| Robert Milam | |||||||||
| Retail Manager | 40.0 | 0 | $160,850 | $0 | $47,917 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,672,149 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $334,093 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHEMART COMPANY | |||||
| 15 New England Way | Lincoln | RI | 02284 | Merchandise Producer | $10,976,245 |
| RALPH APPLEBAUM | |||||
| 88 Pine Street | New York | NY | 10005 | Consulting Services | $2,428,781 |
| FRONTRUNNER PRODUCTIONS | |||||
| 500 Penn Street NW Ste 200 | Washington | DC | 20002 | Event Production | $1,556,191 |
| NEWPORT ONE INC | |||||
| 21 Railroad Avenue | Duxbury | MA | 02332 | Mailing Services | $705,969 |
| NOBODY MEDIA LLC | |||||
| 926 N Street Rear NW Ste 1 | Washington | DC | 20001 | Media Production | $624,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 52 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,412,000 | FundraisingAmt |
| All Other Contributions | $57,007,783 | AllOtherContributionsAmt |
| Noncash Contributions | $106,366 | NoncashContributionsAmt |
| Total Contributions | $58,419,783 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,002,868 | TotalRevenueColumnAmt |
| Exclusion | $1,002,868 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,608 | TotalRevenueColumnAmt |
| Exclusion | $151,608 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $426,392 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $426,392 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $426,392 | TotalRevenueColumnAmt |
| Exclusion | $426,392 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,422,481 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,058,412 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,364,069 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,364,069 | TotalRevenueColumnAmt |
| Exclusion | $3,364,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $350,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,412,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,011,940 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$661,440 | TotalRevenueColumnAmt |
| Exclusion | -$661,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $21,873,811 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $11,761,819 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,111,992 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,111,992 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $114,402 | TotalRevenueColumnAmt |
| Exclusion | $114,402 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $114,402 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,929,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,111,992 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,397,899 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,290,834 | TotalAmt |
| Program Services | $1,987,515 | ProgramServicesAmt |
| Management And General | $247,095 | ManagementAndGeneralAmt |
| Fundraising | $1,056,224 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,650,232 | TotalAmt |
| Program Services | $2,518,978 | ProgramServicesAmt |
| Management And General | $354,961 | ManagementAndGeneralAmt |
| Fundraising | $1,776,293 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,680 | TotalAmt |
| Program Services | $93,228 | ProgramServicesAmt |
| Management And General | $19,609 | ManagementAndGeneralAmt |
| Fundraising | $85,843 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $696,137 | TotalAmt |
| Program Services | $378,506 | ProgramServicesAmt |
| Management And General | $78,150 | ManagementAndGeneralAmt |
| Fundraising | $239,481 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,874 | TotalAmt |
| Program Services | $311,739 | ProgramServicesAmt |
| Management And General | $53,069 | ManagementAndGeneralAmt |
| Fundraising | $195,066 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,634 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $81,634 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,942 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $370,942 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,610 | TotalAmt |
| Fundraising | $589,610 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,509 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $84,509 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,926,972 | TotalAmt |
| Program Services | $2,234,098 | ProgramServicesAmt |
| Management And General | $3,579,365 | ManagementAndGeneralAmt |
| Fundraising | $1,113,509 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $929,667 | TotalAmt |
| Program Services | $334,750 | ProgramServicesAmt |
| Management And General | $250,781 | ManagementAndGeneralAmt |
| Fundraising | $344,136 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,914,613 | TotalAmt |
| Program Services | $994,696 | ProgramServicesAmt |
| Management And General | $221,494 | ManagementAndGeneralAmt |
| Fundraising | $1,698,423 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,062 | TotalAmt |
| Program Services | $53,257 | ProgramServicesAmt |
| Management And General | $120,169 | ManagementAndGeneralAmt |
| Fundraising | $99,636 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,413,965 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,413,965 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,191 | TotalAmt |
| Program Services | $124,451 | ProgramServicesAmt |
| Management And General | $100,437 | ManagementAndGeneralAmt |
| Fundraising | $525,303 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,924 | TotalAmt |
| Program Services | $205,932 | ProgramServicesAmt |
| Management And General | $135,767 | ManagementAndGeneralAmt |
| Fundraising | $462,225 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,280 | TotalAmt |
| Program Services | $135,459 | ProgramServicesAmt |
| Management And General | $23,060 | ManagementAndGeneralAmt |
| Fundraising | $84,761 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,025 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $136,025 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Selling Expenses | $2,758,595 | $2,609,218 | $149,377 | |
| Miscellaneous | $607,633 | $195,386 | $339,407 | $72,840 |
| Dues and Subscriptions | $318,352 | $73,026 | $120,778 | $124,548 |
| Bad Debt Expense | $107,745 | $745 | $107,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2 | TotalAmt |
| Program Services | $1,664,364 | ProgramServicesAmt |
| Management And General | -$2,705,811 | ManagementAndGeneralAmt |
| Fundraising | $1,041,445 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,706,474 | TotalAmt |
| Program Services | $13,914,603 | ProgramServicesAmt |
| Management And General | $6,175,528 | ManagementAndGeneralAmt |
| Fundraising | $9,616,343 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,678 | TotalAmt |
| Program Services | $213,413 | ProgramServicesAmt |
| Management And General | $7,726 | ManagementAndGeneralAmt |
| Fundraising | $314,539 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,552 | BOYAmt |
| EOY | $5,767,979 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,862 | BOYAmt |
| EOY | $542,903 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,673,483 | BOYAmt |
| EOY | $52,607,954 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $645,189 | BOYAmt |
| EOY | $819,235 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,870,890 | BOYAmt |
| EOY | $14,008,233 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,420 | BOYAmt |
| EOY | $619,705 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $41,953,269 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,447,450 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,605,614 | BOYAmt |
| EOY | $37,505,819 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,644,563 | BOYAmt |
| EOY | $17,023,798 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,412,882 | BOYAmt |
| EOY | $19,536,760 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,657,455 | BOYAmt |
| EOY | $148,432,386 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,643,215 | BOYAmt |
| EOY | $10,974,680 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,108 | BOYAmt |
| EOY | $226,698 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,156,987 | BOYAmt |
| EOY | $25,819,965 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,990,310 | BOYAmt |
| EOY | $37,021,343 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,039,584 | BOYAmt |
| EOY | $52,661,636 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,627,561 | BOYAmt |
| EOY | $58,749,407 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,667,145 | BOYAmt |
| EOY | $111,411,043 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,657,455 | BOYAmt |
| EOY | $148,432,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $43,223,200 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $610,698 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $1,910,000 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,381,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,968,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,864,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,000,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,431,725 | CurrentTaxYearAmt |
| Total | $103,647,079 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,940,303 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,014,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,253,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,057,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,873,811 | CurrentTaxYearAmt |
| Total | $103,139,151 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $222,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $230,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $209,632 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $222,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,888 | CurrentTaxYearAmt |
| Total | $1,108,820 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,544,906 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,213,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,327,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,280,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,528,424 | CurrentTaxYearAmt |
| Total | $207,895,050 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $440,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,073,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,963,210 | CurrentTaxYearAmt |
| Total | $4,833,731 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $160,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $196,932 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $440,347 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,073,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,963,210 | CurrentTaxYearAmt |
| Total | $4,833,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $203,061,319 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,324,533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,065,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,909,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,186,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,580,868 | CurrentTaxYearAmt |
| Total | $8,067,360 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,324,533 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,065,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,909,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,186,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,580,868 | CurrentTaxYearAmt |
| Total | $8,067,360 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,971 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $114,402 | CurrentTaxYearAmt |
| Total | $501,832 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,909,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,399,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,301,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,629,847 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,223,694 | CurrentTaxYearAmt |
| Total | $216,464,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9381 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9284 | PublicSupportPY509Pct |
| Investment Income CY | 0.04 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - MISCELLANEOUS INCOME, COLUMN A - 40029.0, COLUMN B - 121029.0, COLUMN C - 63971.0, COLUMN D - 162401.0, COLUMN E - 114402.0, COLUMN F - 501832.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $950,000 | BeginningYearBalanceAmt |
| Contributions | $9,500,000 | ContributionsAmt |
| End Year Balance | $10,450,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| Contributions | $900,000 | ContributionsAmt |
| End Year Balance | $950,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,000 | BeginningYearBalanceAmt |
| End Year Balance | $50,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,776,207 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,690,951 | DepreciationAmt |
| Book Value | $35,085,256 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,177,062 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,756,499 | DepreciationAmt |
| Book Value | $2,420,563 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $37,505,819 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | |
| ART COLLECTION | |
| DUE FROM AFFILIATES | |
| Right of Use Asset | $18,683,240 |
| Art Collection | $780,404 |
| Due from Affiliates | $73,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $19,536,760 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROU LIABILITY | |
| ROU Liability | $25,819,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,819,965 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 4 Collections of art - description of collections | THE COLLECTIONS PRESERVE HISTORY AND EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | TO ASSIST IN THE PRESERVATION OF THE WHITE HOUSE AND TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF THE WHITE HOUSE. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | WHHA AND WHEAT ARE EXEMPT FROM THE PAYMENT OF FEDERAL AND STATE INCOME TAXES ON INCOME OTHER THAN NET UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EACH ENTITY HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. NO PROVISION FOR INCOME TAXES WAS RECORDED DURING THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023 SINCE WHHA AND WHEAT HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH U.S. GAAP, MANAGEMENT HAS EVALUATED WHHA AND WHEAT'S TAX POSITIONS AND HAS CONCLUDED THAT WHHA AND WHEAT HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WHHA AND WHEAT ARE GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED SEPTEMBER 30, 2020 AND PRIOR. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWPORT ONE INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 RAILROAD AVENUE | AddressLine1Txt |
| City | DUXBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02332 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $1,991,251 | GrossReceiptsAmt |
| Retained By Contractor | $589,610 | RetainedByContractorAmt |
| Net To Organization | $1,401,641 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,991,251 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $589,610 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,401,641 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2023 Gala | Event1Nm |
| Gross Receipts Event1 | $1,762,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,412,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $350,500 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $110,280 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $156,480 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $375,214 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $369,966 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $1,762,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,412,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $350,500 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $110,280 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $156,480 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $375,214 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $369,966 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,011,940 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$661,440 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stewart McLaurin | ||||||||||||||
| President | $363,106 | $0 | $120,000 | $0 | $0 | $0 | $23,514 | $0 | $15,245 | $0 | $521,865 | $0 | $0 | $0 |
| Marcia Anderson | ||||||||||||||
| VP-Publications & Executive Editor | $225,441 | $0 | $6,000 | $0 | $0 | $0 | $18,020 | $0 | $30,597 | $0 | $280,058 | $0 | $0 | $0 |
| Matthew Costello | ||||||||||||||
| Chief Education Officer | $158,893 | $0 | $5,000 | $0 | $0 | $0 | $14,462 | $0 | $17,347 | $0 | $195,702 | $0 | $0 | $0 |
| Albert Lee | ||||||||||||||
| Chief Financial Officer | $327,809 | $0 | $10,000 | $0 | $0 | $0 | $22,334 | $0 | $138 | $0 | $360,281 | $0 | $0 | $0 |
| Colleen Shogan | ||||||||||||||
| Senior VP & Director of the David M. Rubenstein Center | $155,862 | $0 | $0 | $0 | $0 | $0 | $8,908 | $0 | $2,445 | $0 | $167,215 | $0 | $0 | $0 |
| Rhett Wilson | ||||||||||||||
| VP, DEVELOPMENT | $286,872 | $0 | $8,000 | $0 | $0 | $0 | $19,423 | $0 | $10,200 | $0 | $324,495 | $0 | $0 | $0 |
| Andrew Battaile Jr | ||||||||||||||
| Associate VP of Development | $177,423 | $0 | $2,250 | $0 | $0 | $0 | $15,096 | $0 | $15,106 | $0 | $209,875 | $0 | $0 | $0 |
| Robert Milam | ||||||||||||||
| Retail Manager | $70,028 | $0 | $0 | $0 | $90,822 | $0 | $14,549 | $0 | $33,368 | $0 | $208,767 | $0 | $0 | $0 |
| Kimberly Osborne | ||||||||||||||
| VP of Board Engagement, Office of the Preside | $159,332 | $0 | $4,500 | $0 | $0 | $0 | $14,666 | $0 | $17,551 | $0 | $196,049 | $0 | $0 | $0 |
| Amanda Shifflett | ||||||||||||||
| VP Marketing Communications and Engagment | $140,060 | $0 | $2,000 | $0 | $0 | $0 | $13,200 | $0 | $60 | $0 | $155,320 | $0 | $0 | $0 |
| David Sweeney | ||||||||||||||
| Senior Director, Corporate and Foundation Rel | $163,901 | $0 | $2,050 | $0 | $0 | $0 | $2,600 | $0 | $10,188 | $0 | $178,739 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $106,366 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 728,010 including grants of $ 0)(Revenue $ 0) WEBSITE AND DIGITAL ASSETS: THE WHHA DIGITAL LIBRARY HOLDS MORE THAN 30,000 IMAGES OF THE WHITE HOUSE SPANNING ITS ENTIRE HISTORY, INCLUDING EXTERIOR VIEWS, IMAGES OF ROOMS AND FURNISHINGS, AND PHOTOS OF EVENTS INCLUDING INAUGURATIONS AND HOLIDAY CELEBRATIONS. IN SUPPORT OF THE ASSOCIATION'S EDUCATIONAL MISSION, EACH IMAGE HAS ACCOMPANYING HISTORICAL INFORMATION, PROVIDED FREE TO THE PUBLIC. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THE EMPLOYEE COMPLIANCE AND CONFLICT OF INTEREST POLICY IS FOUND IN THE EMPLOYEE HANDBOOK WHICH IS PROVIDED TO EACH WHHA EMPLOYEE UPON EMPLOYMENT. THE EMPLOYEE MUST SIGN STATING THEY UNDERSTAND THE POLICY AND WILL COMPLY WITH IT AND THE EMPLOYEES ARE ASKED TO REVIEW THEIR HANDBOOK ANNUALLY. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE WHHA EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE PRESIDENT'S COMPENSATION. THERE ARE NO OTHER BOARD OFFICERS WHO RECEIVE MONETARY COMPENSATION FOR THEIR SERVICES TO WHHA. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE WHHA EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE PRESIDENT'S COMPENSATION. THERE ARE NO OTHER BOARD OFFICERS WHO RECEIVE MONETARY COMPENSATION FOR THEIR SERVICES TO WHHA. |
| Form 990, Part VI, Line 19 Required documents available to the public | WHHA MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part IX, Line 11g Other Fees | PROFESSIONAL SERVICES - Total Expense: 2540412, Program Service Expense: 1613362, Management and General Expenses: 570647, Fundraising Expenses: 356403; PROMOTIONS AND EVENTS SERVICES - Total Expense: 2633632, Program Service Expense: 241624, Management and General Expenses: 1949621, Fundraising Expenses: 442387; CAPITAL PROJECT SERVICES - Total Expense: 693750, Program Service Expense: 218423, Management and General Expenses: 475327, Fundraising Expenses: 0; PODCAST SERVICES - Total Expense: 363633, Program Service Expense: 16869, Management and General Expenses: 329122, Fundraising Expenses: 17642; PHOTO/VIDEO SERVICES - Total Expense: 329993, Program Service Expense: 31007, Management and General Expenses: 3323, Fundraising Expenses: 295663; COMMUNICATION SERVICES - Total Expense: 200097, Program Service Expense: 0, Management and General Expenses: 200097, Fundraising Expenses: 0; WEB TECH SERVICES - Total Expense: 152955, Program Service Expense: 100313, Management and General Expenses: 51228, Fundraising Expenses: 1414; HONORARIUM AND SPEAKING FEES - Total Expense: 12500, Program Service Expense: 12500, Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; |
| Form 990, Part XII, Line 2c | THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE ENDOWMENT & ACQUISITION TRT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 740 JACKSON PLACE NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526898598 | EIN |
| Primary Activities | SUPPORT AND PRESERVE THE HISTORIC CHARACTER OF THE WHITE HOUSE. | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Type I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE HISTORICAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HOUSE ENDOWMENT & ACQUISITION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $968,413 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments