2015-04-30T10:23:51-05:00 2014-12-31 521855942 TATE & TRYON 2021 L STREET NW WASHINGTON DC 20036 990 2014-01-01 520749685 WHITE HOUSE HISTORICAL ASSOCIATION WHIT 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 STEWART D MCLAURIN PRESIDENT 2027378292 2015-04-30 1 ELIZABETH HELLER P00397829 2022932200 2014 2016-03-07 17:11:31Z STEWART D MCLAURIN 740 JACKSON PLACE NW WASHINGTON DC 20006 23152426 0 X WWW.WHITEHOUSEHISTORY.ORG X 1961 DC TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. 21 20 79 20 0 0 1548278 5338246 0 0 313716 398056 7873426 9147887 9735420 14884189 418425 716131 0 0 3179793 3638352 306909 0 0 5390941 6749702 9296068 11104185 439352 3780004 47786999 52245842 1908653 1528030 45878346 50717812 X RESEARCH AND PUBLICATION OF BOOKS, OTHER EDUCATIONAL LITERATURE, AND OBJECTS INTERPRETING "THE WHITE HOUSE AND ITS HISTORY AND THE PERSONS AND EVENTS ASSOCIATED WITH IT." 0 0 2147236 8589029 SALES OF BOOKS AND OTHER ITEMS HELP TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND PRESERVE THE HISTORY OF THE WHITE HOUSE. 733727 716131 WHITE HOUSE SUPPORT - OBJECTS OF HISTORIC AND ARTISTIC VALUE DONATED TO THE WHITE HOUSE COLLECTION; SUPPORT FOR MANAGING, RESTORING, PRESERVING, AND ENLARGING THE COLLECTION OF THE WHITE HOUSE. 370997 WEBSITE - THE ORGANIZATION'S WEBSITE PROVIDES EDUCATIONAL MATERIALS AND HISTORICAL INFORMATION ABOUT THE WHITE HOUSE TO EDUCATE THE PUBLIC AND PRESERVE THE HISTORY OF THE WHITE HOUSE. 177251 EDUCATION PROGRAMS - PROGRAMS TO DEVELOP AN INTEREST IN THE WHITE HOUSE. 177251 3429211 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 79 0 1 79 1 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL AK AZ AR CA CO CT FL GA IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X WHITE HOUSE HISTORICAL ASSOCIATION 2027378292 740 JACKSON PLACE NW WASHINGTON DC 200064911 HON FREDERICK J RYAN JR CHAIRMAN 1.00 1.00 X X 0 0 0 HON JOHN FW ROGERS VICE CHAIRMAN 1.00 1.00 X X 0 0 0 JAMES I MCDANIEL SECRETARY 1.00 1.00 X X 0 0 0 JOHN T BEHRENDT TREASURER 1.00 2.00 X X 0 0 0 MICHAEL R BESCHLOSS MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 JOHN H DALTON MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 HENRY A DUDLEY JR MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 ALICE CARRINGTON FOULTZ MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 CATHY GORN MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 JANET A HOWARD MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 KNIGHT KIPLINGER MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 MARTHA JOYNT KUMAR MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 HON ANITA MCBRIDE MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 HON MIKE MCCURRY MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 ROBERT M MCGEE MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 ROGER B PORTER MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 HARRY G ROBINSON III MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 ANN STOCK MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 HON GARY J WALTERS MEMBER-AT-LARGE 1.00 1.00 X 0 0 0 GAIL BERRY WEST MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 NEIL W HORSTMAN PRESIDENT - UNTIL 2/2014 40.00 0.00 X X 300957 0 12528 STEWART D MCLAURIN PRESIDENT - AS OF 6/2014 40.00 0.00 X X 140755 0 6330 MICHAEL T MELTON EXECUTIVE VICE PRESIDENT 40.00 0.00 X 194388 0 28586 MARCIA M ANDERSON VICE PRESIDENT FOR PUBLICATIONS 40.00 0.00 X 138966 0 11183 WILLIAM B BUSHONG VP FOR RESEARCH & CHIEF HISTORIAN 40.00 0.00 X 139417 0 44661 CONSTANCE A MCCULLOCH DIRECTOR OF RETAIL SALES 40.00 0.00 X 112739 0 22175 PAUL J WEILER SENIOR CONTROLLER 40.00 0.00 X 113882 0 34662 1141104 0 160125 7 0 1 0 PEAKE DELANCEY PRINTERS LLC 2500 SCHUSTER DRIVE CHEVERLY MD 20781 PRINTING 333582 LR PARIS LLC 2200 WILSON BOULEVARD SUITE 310 ARLINGTON VA 222013352 CONSULTING SERVICES 270521 WEISS PUBLIC AFFAIRS LLC 5309 CUSHING PLACE NW WASHINGTON DC 20016 CONSULTING SERVICES 123232 3 5338246 5338246 398056 398056 102946 102946 455912 0 455912 455912 455912 16857266 8268237 8589029 8589029 14884189 8589029 0 956914 716131 716131 689420 689420 2177444 2177444 168008 168008 395334 395334 208146 208146 8568 8568 638672 638672 182256 182256 798134 798134 373220 368853 4367 281004 281004 149020 149020 274228 2144 272084 83827 83827 SELLING EXPENSES 2147236 2147236 GENERAL & ADMIN 1551955 1551955 EDUCATION PROGRAM 122223 122223 WHITE HOUSE SUPPORT 116196 72624 43572 23163 23163 11104185 3429211 7674974 0 364981 1125128 18939741 16802751 1041500 4546500 252824 225233 4016778 5177404 57097 26406 6194320 1829146 4545170 4365174 17992253 19390735 26983 36839 549672 549672 47786999 52245842 1769303 1360880 139350 167150 1908653 1528030 X 38867740 39254531 7010606 11413281 50000 45878346 50717812 47786999 52245842 3780004 1059462 0 X X 0 1 X 1 0 X 558690 10197291 231297 1548278 5338246 17873802 17994645 16096036 15813398 15796390 16857266 82557735 187522 178837 178837 178837 178837 902870 18740857 26472164 16223532 17523505 22374349 101334407 10000 110000 40000 10000 170000 0 10000 110000 40000 10000 170000 101164407 660927 1400113 963028 776637 956914 4757619 660927 1400113 963028 776637 956914 4757619 312565 81334 32651 426550 19714349 27872277 17267894 18332793 23331263 106518576 0.94970 0.95220 0.04470 0.04120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL PROJECTS OTHER ITEMS - 2010 AMOUNT: $ 312,565. 2012 AMOUNT: $ 81,334. 2013 AMOUNT: $ 32,651. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1 5087038 907920 4179118 1107282 921226 186056 4365174 X 13966684 1059462 178837 1238299 12728385 8568 2147236 2155804 14884189 9127218 178837 178837 8948381 8568 2147236 2155804 11104185 PART III, LINE 4: THE COLLECTIONS PRESERVE HISTORY AND EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE. PART X, LINE 2: THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ASSOCIATION BELIEVES THAT FOR MOST PURPOSES IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2011. PART XI, LINE 4B - OTHER ADJUSTMENTS: SELLING EXPENSE 2,147,236. PART XII, LINE 4B - OTHER ADJUSTMENTS: SELLING EXPENSES 2,147,236. 1 WHITE HOUSE VISITOR CENTER 1450 PENNSYLVANIA AVENUE NW WASHINGTON DC 20230 530197094 115 716131 TO PRESERVE AN EDUCATIONAL & INFORMATIONAL FACILITY FOR WHITE HOUSE HISTORY 1 0 X 0 0 X X X X 1 0 0 0 0 0 0 0 0 NEIL W HORSTMAN PRESIDENT - UNTIL 2/2014 160893 0 0 0 140064 0 11262 0 1645 0 313864 0 0 0 MICHAEL T MELTON EXECUTIVE VICE PRESIDENT 188972 0 5000 0 416 0 13767 0 19653 0 227808 0 0 0 MARCIA M ANDERSON VICE PRESIDENT FOR PUBLICATIONS 134328 0 4500 0 138 0 11183 0 2404 0 152553 0 0 0 WILLIAM B BUSHONG VP FOR RESEARCH & CHIEF HISTORIAN 134521 0 4500 0 396 0 11199 0 36368 0 186984 0 0 0 PAUL J WEILER SENIOR CONTROLLER 112382 0 1500 0 0 0 1200 0 37879 0 152961 0 0 0 PART I, LINE 1A NEIL HORSTMAN HAS A $6,000 ANNNUAL DISCRETIONARY SPENDING ACCOUNT, INCLUDED AS PART OF HIS SALARY. ANY AMOUNTS SPENT OVER $6,000 ARE NOT COVERED BY WHHA. PART I, LINE 4A NEIL HORSTMAN RECEIVED A SEVERANCE PAYMENT OF $140,000. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE PRESIDENT, EXECUTIVE VICE-PRESIDENT AND SENIOR CONTROLLER. FORM 990, PART VI, SECTION B, LINE 12C 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, SECTION B, LINE 15 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, SECTION C, LINE 19 WHHA MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. WHITE HOUSE ENDOWMENT TRUST 740 JACKSON PLACE NW WASHINGTON DC 20006 526898598 SUPPORT AND PRESERVE THE HISTORIC CHARACTER OF THE WHITE HOUSE. DC 501(C)(3) LINE 11 TYPE 1 WHITE HOUSE HISTORICAL ASSOCIATION 0 WHITE HOUSE ACQUISITION TRUST 740 JACKSON PLACE NW WASHINGTON DC 20006 526808150 ACQUIRE OBJECTS OF HISTORIC & ARTISTIC VALUE FOR THE WHITE HOUSE DC 501(C)(3) LINE 11 TYPE 1 WHITE HOUSE HISTORICAL ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0