2012-05-09T15:06:13-05:00 2011-12-31 521855942 TATE AND TRYON 805 15TH STREET NW SUITE 900 WASHINGTON DC 20005 990 2011-01-01 520749685 WHITE HOUSE HISTORICAL ASSOCIATION WHIT 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 NEIL W HORSTMAN 2027378992 2012-05-09 1 SUBRINA L WOOD P00365899 2022932200 2011 2016-02-24 21:20:13Z NEIL W HORSTMAN 740 JACKSON PLACE NW WASHINGTON DC 20006 27693440 0 X WWW.WHITEHOUSEHISTORY.ORG X 1961 DC TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. 18 18 69 18 0 0 558690 10197291 0 0 1029477 838186 8017760 6398245 9605927 17433722 0 354098 0 0 3438358 3284340 0 0 223761 7321188 5486019 10759546 9124457 -1153619 8309265 40535544 48585265 2349769 2005691 38185775 46579574 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 1837848 16015460 SALES OF BOOKS AND OTHER ITEMS HELP TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND PRESERVE THE HISTORY OF THE WHITE HOUSE. 765876 354098 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. 398831 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. 308255 EDUCATION PROGRAMS: PROGRAMS TO DEVELOP AN INTEREST IN THE WHITE HOUSE. 308255 3310810 1 1 0 0 0 0 1 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 66 0 1 69 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 X X 0 0 0 JAMES I MCDANIEL 1.00 X X 0 0 0 JOHN T BEHRENDT 1.00 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 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 X 0 0 0 MARTHA JOYNT KUMAR 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 X 0 0 0 GAIL BERRY WEST 1.00 X 0 0 0 JAMES H BILLINGTON 1.00 X 0 0 0 G WAYNE CLOUGH 1.00 X 0 0 0 DAVID S FERRIERO 1.00 X 0 0 0 EARL A POWELL III 1.00 X 0 0 0 ESTEVAN RAEL-GALVEZ 1.00 X 0 0 0 JONATHAN JARVIS 1.00 X 0 0 0 ROBERT L BREEDEN 1.00 X 0 0 0 NASH CASTRO 1.00 X 0 0 0 JEANNINE SMITH CLARK 1.00 X 0 0 0 GEORGE M ELSEY 1.00 X 0 0 0 NANCY M FOLGER 1.00 X 0 0 0 CLAYTON W FRYE JR 1.00 X 0 0 0 DAVID I GRANGER 1.00 X 0 0 0 ELISE K KIRK 1.00 X 0 0 0 FLORETTA DUKES MCKENZIE 1.00 X 0 0 0 LEONARD L SILVERSTEIN 1.00 X 0 0 0 ALFRED R STERN 1.00 X 0 0 0 JOY CARTER SUNDLUN 1.00 X 0 0 0 BERNARD R MEYER 1.00 X 0 0 0 REX W SCOUTEN 1.00 X 0 0 0 NEIL W HORSTMAN 40.00 X X 340982 0 90333 MICHAEL T MELTON 40.00 X 177682 0 29522 JOHN P RILEY 40.00 X 139084 0 31563 MARCIA M ANDERSON 40.00 X 124558 0 10965 WILLIAM B BUSHONG 40.00 X 117046 0 39114 CONSTANCE MCCULLOCH 40.00 X 103558 0 23430 1002910 0 224927 6 0 1 0 PEAKE DELANCEY PRINTERS LLC 2500 SCHUSTER DRIVE CHEVERLY MD 20781 PRINTING 460586 METROPOLITAN GROUP 1800 K STREET NW 200 WASHINGTON DC 20006 CONSULTING SERVICES 331822 LR PARIS LLC 2020 14TH STREET NORTH 200 ARLINGTON VA 22201 PURCHASING 139796 3 10197291 10197291 838186 838186 212927 212927 349000 349000 349000 349000 16096036 10259718 5836318 5836318 17433722 5836318 0 1400113 354098 354098 644085 644085 1895465 1895465 214259 214259 340245 340245 190286 190286 6814 6814 294717 294717 212606 212606 118917 118917 322138 313417 8721 402937 402937 59318 59318 186716 85414 101302 84586 84586 SELLING EXPENSES 1837848 1837848 WHITE HOUSE SUPPORT 710028 673015 37013 GENERAL & ADMIN 658847 1545 657302 BANK CHARGES 449761 449761 140786 45473 -128448 223761 9124457 3310810 5589886 223761 28615 28377 15015333 17450890 5000000 41315 87327 4606305 4383309 54138 97306 3826466 1062811 643596 2763655 5885725 5713055 12115750 12416895 1829430 94779 315337 549672 40535544 48585265 1840564 1412243 157271 509205 436177 2349769 2005691 X 38154119 38536305 31656 8043269 38185775 46579574 40535544 48585265 X 8309265 84534 X X 0 1 1 X 0 X 10350 15300 116940 558690 10197291 10898571 18805437 20448130 18903942 17994645 16096036 92248190 18815787 20463430 19020882 18553335 26293327 103146761 0 0 0 103146761 1479491 691595 435859 660927 1400113 4667985 1479491 691595 435859 660927 1400113 4667985 312565 312565 20295278 21155025 19456741 19526827 27693440 108127311 0.95390 0.94610 0.04320 0.05090 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL PROJECTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 549672 X X 0 3033546 347233 2686313 792920 715578 77342 2763655 DEFERRED COMPENSATION 436177 F SSB TIPS - ALTERNATIVE 11980718 F 12416895 DEFERRED COMPENSATION 436177 436177 17433722 9124457 8309265 84534 84534 8393799 15852431 84534 178837 263371 15589060 6814 1837848 1844662 17433722 7458632 178837 178837 7279795 6814 1837848 1844662 9124457 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: 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 IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2008. PART XII, LINE 4B - OTHER ADJUSTMENTS: SELLING EXPENSE 1,837,848. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SELLING EXPENSES 1,837,848. 1 NATIONAL PARK SERVICE 1100 OHIO DRIVE SW WASHINGTON DC 20242 354098 TO PRESERVE AN EDUCATIONAL AND INFORMATIONAL FACILITY FOR WHITE HOUSE HISTORY. X 0 0 X X X X 0 1 0 0 0 0 0 0 0 NEIL W HORSTMAN 310250 0 30000 0 732 0 69888 0 21881 0 432751 0 0 0 MICHAEL T MELTON 172786 0 4500 0 396 0 13410 0 20252 0 211344 0 0 0 JOHN P RILEY 134746 0 4200 0 138 0 11546 0 24498 0 175128 0 0 0 WILLIAM B BUSHONG 112788 0 4000 0 258 0 10140 0 31616 0 158802 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. $50,000 WAS CONTRIBUTED BY WHHA IN 2011. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 84,534. 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 1 0 0 0 0 0