2025-08-15T13:55:10+00:00 2024-09-30 135381590 BDO USA 8401 GREENSBORO DR STE 800 MCLEAN VA 221023599 990 2023-10-01 520749685 WHITE HOUSE HISTORICAL ASSOCIATION WHIT 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 ALBERT LEE CFO 2025-08-15 true TODD TERESCO P00247720 7038930600 2025-08-15 2023 2025-03-06 01:10:19Z STEWART D MCLAURIN 740 JACKSON PLACE NW WASHINGTON DC 20006 165761845 false X WWW.WHITEHOUSEHISTORY.ORG X 1961 DC TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. 18 17 110 17 0 0 19000385 58419783 0 0 2115044 4366937 12645331 10142954 33760760 72929674 0 0 0 0 7758185 9395757 652108 589610 9616343 19500534 19721107 27910827 29706474 5849933 43223200 101657455 148432386 35990310 37021343 65667145 111411043 X 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. false false 6273566 0 10111992 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. 4558281 0 0 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. 2354746 0 0 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. 13914603 true true false false false false true false true true false false true true true false true false false false false false true true false false false false true false false false false false false false false true false false false false true true true false false true 148 0 true 110 true false false false false false true true false false false false false false X 18 17 false false false false false false false true true false false false true true true true true true true false AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X WHITE HOUSE HISTORICAL ASSOC 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 John FW Rogers Chairman 1.0 1.0 X X 0 0 0 Stewart McLaurin President 39.0 1.0 X X 483106 0 38759 Anita B McBride Secretary 1.0 1.0 X 0 0 0 Ashley Dabbiere Member at Large 1.0 1.0 X 0 0 0 Barbara Perry Member at Large 1.0 1.0 X 0 0 0 Benjamin C Sutton Jr Member at Large 1.0 0 X 0 0 0 Deneen C Howell Member at Large 1.0 0 X 0 0 0 Eula Adams Member at Large 1.0 0 X 0 0 0 Gahl Hodges Burt Member at Large 1.0 0 X 0 0 0 Gregory W Wendt Treasurer 1.0 0 X 0 0 0 Jean M Case Member at Large 1.0 0 X 0 0 0 Merlynn Carson Member at Large 1.0 0 X 0 0 0 Michael Beschloss Member at Large 1.0 0 X 0 0 0 Nicole Sexton Member at Large 1.0 0 X 0 0 0 Teresa Carlson Vice-Chairperson 1.0 0 X 0 0 0 Tham Kannalikham Member at Large 1.0 0 X 0 0 0 Tina Tchen Member at Large 1.0 1.0 X 0 0 0 Wayne AI Frederick Member at Large 1.0 0 X 0 0 0 Albert Lee Chief Financial Officer 40.0 0 X 337809 0 22472 Colleen Shogan Senior VP & Director of the David M. Rubenstein Center 40.0 0 X 155862 0 11353 Luci Shanahan Chief Retail Officer 40.0 0 X 89265 0 565 Marcia Anderson VP-Publications & Executive Editor 40.0 0 X 231441 0 48617 Matthew Costello Chief Education Officer 40.0 0 X 163893 0 31809 Rhett Wilson VP, DEVELOPMENT 40.0 0 X 294872 0 29623 Sarah Fosdick Chief Development Officer 40.0 0 X 103535 0 14511 Amanda Shifflett VP Marketing Communications and Engagment 40.0 0 X 142060 0 13260 Andrew Battaile Jr Associate VP of Development 40.0 0 X 179673 0 30202 David Sweeney Senior Director, Corporate and Foundation Rel 40.0 0 X 165951 0 12788 Kimberly Osborne VP of Board Engagement, Office of the Preside 40.0 0 X 163832 0 32217 Robert Milam Retail Manager 40.0 0 X 160850 0 47917 2672149 0 334093 20 true true false CHEMART COMPANY 15 New England Way Lincoln RI 02284 Merchandise Producer 10976245 RALPH APPLEBAUM 88 Pine Street New York NY 10005 Consulting Services 2428781 FRONTRUNNER PRODUCTIONS 500 Penn Street NW Ste 200 Washington DC 20002 Event Production 1556191 NEWPORT ONE INC 21 Railroad Avenue Duxbury MA 02332 Mailing Services 705969 NOBODY MEDIA LLC 926 N Street Rear NW Ste 1 Washington DC 20001 Media Production 624716 52 1412000 57007783 106366 58419783 0 0 0 0 0 1002868 1002868 0 0 151608 151608 426392 0 426392 0 426392 426392 83422481 80058412 3364069 0 3364069 3364069 350500 1412000 1011940 -661440 -661440 21873811 11761819 10111992 10111992 MISCELLANEOUS 900099 114402 114402 0 0 0 0 114402 72929674 10111992 0 4397899 X 0 0 0 0 0 0 0 0 3290834 1987515 247095 1056224 0 0 0 0 4650232 2518978 354961 1776293 198680 93228 19609 85843 696137 378506 78150 239481 559874 311739 53069 195066 0 0 0 0 81634 0 81634 0 370942 0 370942 0 0 0 0 0 589610 589610 84509 0 84509 0 6926972 2234098 3579365 1113509 929667 334750 250781 344136 2914613 994696 221494 1698423 273062 53257 120169 99636 0 0 0 0 2413965 0 2413965 0 750191 124451 100437 525303 0 0 0 0 803924 205932 135767 462225 0 0 0 0 0 0 0 243280 135459 23060 84761 136025 0 136025 0 Selling Expenses 2758595 2609218 149377 Miscellaneous 607633 195386 339407 72840 Dues and Subscriptions 318352 73026 120778 124548 Bad Debt Expense 107745 745 107000 -2 1664364 -2705811 1041445 29706474 13914603 6175528 9616343 X 535678 213413 7726 314539 1731552 5767979 277862 542903 12673483 52607954 645189 819235 0 0 0 0 0 16870890 14008233 795420 619705 41953269 4447450 8605614 37505819 39644563 17023798 0 0 20412882 19536760 101657455 148432386 11643215 10974680 190108 226698 0 0 24156987 25819965 35990310 37021343 X 42039584 52661636 23627561 58749407 65667145 111411043 101657455 148432386 43223200 610698 1910000 0 0 0 X false true X true false X 6381715 7968430 10864824 19000385 59431725 103647079 20940303 20014599 19253250 21057188 21873811 103139151 0 0 222888 230524 209632 222888 222888 1108820 27544906 28213553 30327706 40280461 81528424 207895050 160000 196932 440347 2073242 1963210 4833731 0 0 0 0 0 0 160000 196932 440347 2073242 1963210 4833731 203061319 1324533 1065285 1909689 2186985 1580868 8067360 0 1324533 1065285 1909689 2186985 1580868 8067360 0 40029 121029 63971 162401 114402 501832 28909468 29399867 32301366 42629847 83223694 216464242 0.9381 0.9284 0.04 0.05 X Schedule A, Part III, Line 12 Other Income 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X false 950000 9500000 10450000 50000 900000 950000 50000 50000 50000 50000 50000 50000 1.0 false false 37776207 2690951 35085256 4177062 1756499 2420563 37505819 RIGHT OF USE ASSET ART COLLECTION DUE FROM AFFILIATES Right of Use Asset 18683240 Art Collection 780404 Due from Affiliates 73116 19536760 ROU LIABILITY ROU Liability 25819965 25819965 X 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. X X X true NEWPORT ONE INC 21 RAILROAD AVENUE DUXBURY MA 02332 DIRECT MAIL false 1991251 589610 1401641 1991251 589610 1401641 CA CO CT DE DC FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY 2023 Gala 1762500 1412000 350500 0 0 110280 156480 375214 369966 0 0 1762500 1412000 350500 0 0 110280 156480 375214 369966 1011940 -661440 X false false false false false false false false false Stewart McLaurin President 363106 0 120000 0 0 0 23514 0 15245 0 521865 0 0 0 Marcia Anderson VP-Publications & Executive Editor 225441 0 6000 0 0 0 18020 0 30597 0 280058 0 0 0 Matthew Costello Chief Education Officer 158893 0 5000 0 0 0 14462 0 17347 0 195702 0 0 0 Albert Lee Chief Financial Officer 327809 0 10000 0 0 0 22334 0 138 0 360281 0 0 0 Colleen Shogan Senior VP & Director of the David M. Rubenstein Center 155862 0 0 0 0 0 8908 0 2445 0 167215 0 0 0 Rhett Wilson VP, DEVELOPMENT 286872 0 8000 0 0 0 19423 0 10200 0 324495 0 0 0 Andrew Battaile Jr Associate VP of Development 177423 0 2250 0 0 0 15096 0 15106 0 209875 0 0 0 Robert Milam Retail Manager 70028 0 0 0 90822 0 14549 0 33368 0 208767 0 0 0 Kimberly Osborne VP of Board Engagement, Office of the Preside 159332 0 4500 0 0 0 14666 0 17551 0 196049 0 0 0 Amanda Shifflett VP Marketing Communications and Engagment 140060 0 2000 0 0 0 13200 0 60 0 155320 0 0 0 David Sweeney Senior Director, Corporate and Foundation Rel 163901 0 2050 0 0 0 2600 0 10188 0 178739 0 0 0 X 5 106366 Market value 0 false false false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributions 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. WHITE HOUSE ENDOWMENT & ACQUISITION TRT 740 JACKSON PLACE NW WASHINGTON DC 20006 526898598 SUPPORT AND PRESERVE THE HISTORIC CHARACTER OF THE WHITE HOUSE. DC 501(c)(3) Type I WHITE HOUSE HISTORICAL ASSOCIATION true false false false false false false false false false false false false false true false false true false false WHITE HOUSE ENDOWMENT & ACQUISITION TRUST Q 968413 CASH