2013-05-14T14:15:12-05:00 2012-12-31 521855942 TATE & TRYON 2021 L STREET NW WASHINGTON DC 20036 990 2012-01-01 520749685 WHITE HOUSE HISTORICAL ASSOCIATION WHIT 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 NEIL W HORSTMAN 2027378992 2013-05-14 1 SUBRINA L WOOD P00365899 2022932200 2012 2016-02-24 21:20:13Z NEIL W HORSTMAN 740 JACKSON PLACE NW WASHINGTON DC 20006 17089057 0 X WWW.WHITEHOUSEHISTORY.ORG X 1961 DC TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. 19 19 75 19 0 0 10197291 231297 0 0 838186 469506 6398245 6194234 17433722 6895037 354098 3858916 0 0 3284340 3178016 0 170644 263481 5486019 4868823 9124457 12076399 8309265 -5181362 48585265 45524716 2005691 2033649 46579574 43491067 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 4067343 3858916 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. 1771020 SALES OF BOOKS AND OTHER ITEMS HELP TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND PRESERVE THE HISTORY OF THE WHITE HOUSE. 400050 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. 144787 EDUCATION PROGRAMS: PROGRAMS TO DEVELOP AN INTEREST IN THE WHITE HOUSE. 144787 6383200 1 1 0 0 0 0 0 1 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 71 0 1 75 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 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 FREDERICK J RYAN JR 1.00 X X 0 0 0 JOHN FW ROGERS 1.00 1.00 X X 0 0 0 JAMES I MCDANIEL 1.00 1.00 X X 0 0 0 JOHN T BEHRENDT 1.00 2.00 X X 0 0 0 MICHAEL R BESCHLOSS 1.00 X 0 0 0 JOHN H DALTON 1.00 X 0 0 0 HENRY A DUDLEY JR 1.00 X 0 0 0 ALICE CARRINGTON FOULTZ 1.00 1.00 X 0 0 0 CATHY GORN 1.00 X 0 0 0 JANET A HOWARD 1.00 X 0 0 0 KNIGHT KIPLINGER 1.00 1.00 X 0 0 0 MARTHA JOYNT KUMAR 1.00 X 0 0 0 ANITA MCBRIDE 1.00 X 0 0 0 MIKE MCCURRY 1.00 X 0 0 0 ROBERT M MCGEE 1.00 X 0 0 0 ROGER B PORTER 1.00 X 0 0 0 HARRY G ROBINSON III 1.00 X 0 0 0 GARY J WALTERS 1.00 1.00 X 0 0 0 GAIL BERRY WEST 1.00 X 0 0 0 NEIL W HORSTMAN 40.00 X X 359492 0 41054 MICHAEL T MELTON 40.00 X 182586 0 27582 MARCIA M ANDERSON 40.00 X 127619 0 11898 WILLIAM B BUSHONG 40.00 X 120247 0 41512 CONSTANCE A MCCULLOCH 40.00 X 106415 0 21374 JOHN P RILEY 40.00 X 142899 0 32417 1039258 0 175837 6 0 1 0 METROPOLITAN GROUP 1800 K STREET NW 200 WASHINGTON DC 20006 CONSULTING SERVICES 170644 PEAKE DELANCEY PRINTERS LLC 2500 SCHUSTER DRIVE CHEVERLY MD 20781 PRINTING 170028 2 231297 231297 469506 469506 91627 91627 401895 0 401895 401895 401895 15813398 10194020 5619378 5619378 MISC. INCOME 900099 81334 81334 81334 6895037 5619378 0 1044362 3858916 3858916 617115 617115 1865223 1865223 204643 204643 324548 324548 166487 166487 170644 170644 5948 5948 138354 138354 71861 71861 134160 134160 369234 351613 17621 407955 407955 54459 54459 269007 48437 220570 87412 87412 SELLING EXPENSES 1771020 1771020 GENERAL & ADMIN 875924 875924 BANK CHARGES 465984 465984 WHITE HOUSE SUPPORT 254297 238396 15901 -36792 114818 -244447 92837 12076399 6383200 5429718 263481 28377 55514 17450890 17361274 5000000 79822 87327 184759 4383309 3078477 97306 42483 6071854 1283378 2763655 4788476 5713055 6662386 12416895 12670871 94779 50982 549672 549672 48585265 45524716 1412243 1346754 157271 157448 436177 529447 2005691 2033649 X 38536305 37235194 8043269 6255873 46579574 43491067 48585265 45524716 -5181362 2092855 0 X X 0 1 X 1 0 X 15300 116940 558690 10197291 231297 11119518 20448130 18903942 17994645 16096036 15813398 89256151 190442 189600 187522 178837 178837 925238 20653872 19210482 18740857 26472164 16223532 101300907 0 0 0 101300907 691595 435859 660927 1400113 963028 4151522 691595 435859 660927 1400113 963028 4151522 312565 81334 393899 21345467 19646341 19714349 27872277 17267894 105846328 0.95710 0.95390 0.03920 0.04320 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL PROJECTS OTHER ITEMS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 549672 X X 0 5003322 515029 4488293 1068532 768349 300183 4788476 DEFERRED COMPENSATION 529447 F SSB TIPS - ALTERNATIVE 12141424 F 12670871 DEFERRED COMPENSATION 529447 529447 X 7389761 2092855 178837 2271692 5118069 5948 1771020 1776968 6895037 10478268 178837 178837 10299431 5948 1771020 1776968 12076399 PART III, LINE 4: THE COLLECTIONS PRESERVE HISTORY AND EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009. PART XI, LINE 4B - OTHER ADJUSTMENTS: SELLING EXPENSE 1,771,020. PART XII, LINE 4B - OTHER ADJUSTMENTS: SELLING EXPENSES 1,771,020. X X X X X 1 METROPOLITAN GROUP 2639 CONNECTICUT AVENUE NW SUITE 2 WASHINGTON DC 20008 PRIVATE FUNDRAISING CAMPAIGN 0 0 170644 -170644 170644 -170644 1 NATIONAL PARK SERVICE 1100 OHIO DRIVE SW WASHINGTON DC 20242 3623877 TO PRESERVE AN EDUCATIONAL AND INFORMATIONAL FACILITY FOR WHITE HOUSE HISTORY. 1 X 0 0 X X X X 0 1 0 0 0 0 0 0 0 NEIL W HORSTMAN 323750 0 35250 0 492 0 21300 0 21185 0 401977 0 0 0 MICHAEL T MELTON 177690 0 4500 0 396 0 14575 0 17977 0 215138 0 0 0 WILLIAM B BUSHONG 115989 0 4000 0 258 0 11545 0 32621 0 164413 0 0 0 JOHN P RILEY 138261 0 4500 0 138 0 12737 0 24650 0 180286 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 4B $ THE ASSOCIATION MAINTAINS A NONQUALIFIED, DEFERRED COMPENSATION PLAN FOR NEIL HORSTMAN. THE PLANS VALUE AT DECEMBER 31, 2012 WAS $529,447. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVEIWED BY THE CHAIRMAN OF THE BOARD, PRESIDENT, ADMINISTRATIVE OFFICER, ACCOUNTANT AND AUDIT COMMITTEE. 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