2011-05-02T17:25:43-05:00 2010-12-31 TATE AND TRYON 805 15TH STREET NW SUITE 900 WASHINGTON DC 20005 990 2010-01-01 520749685 WHITE HOUSE HISTORICAL ASSOCIATION WHIT 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 NEIL W HORSTMAN 2027378992 2011-05-02 1 2022932200 2010 2016-02-24 21:20:13Z NEIL W HORSTMAN 740 JACKSON PLACE NW WASHINGTON DC 20006 19632002 0 X WWW.WHITEHOUSEHISTORY.ORG X 1961 DC TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. 25 25 36 0 0 -9776 116940 558690 0 0 34141 1029477 8764280 8017760 8915361 9605927 10612 0 0 0 2612774 3438358 12364 0 0 6036701 7321188 8672451 10759546 242910 -1153619 38922092 40535544 1323998 2349769 37598094 38185775 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 2049078 17668005 SALES OF BOOKS AND OTHER ITEMS HELP TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND PRESERVE THE HISTORY OF THE WHITE HOUSE. 2385520 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. 364604 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. 182711 EDUCATION PROGRAMS: PROGRAMS TO DEVELOP AN INTEREST IN THE WHITE HOUSE. 182711 4981913 1 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 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 67 0 1 36 0 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 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 HENRY A DUDLEY JR 1.00 X X 0 0 0 FREDERICK J RYAN JR 1.00 X X 0 0 0 JAMES I MCDANIEL 1.00 X X 0 0 0 JOHN FW ROGERS 1.00 X X 0 0 0 JOHN T BEHRENDT 1.00 X 0 0 0 MICHAEL R BESCHLOSS 1.00 X 0 0 0 JOHN DALTON 1.00 X 0 0 0 ALICE CARRINGTON FOULTZ 1.00 X 0 0 0 NANCY M FOLGER 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 FLORETTA DUKES MCKENZIE 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 JAMES VAUGHAN 1.00 X 0 0 0 JONATHAN B 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 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 336393 0 46592 MICHAEL T MELTON 40.00 X 175268 0 37184 JOHN P RILEY 40.00 X 120597 0 34979 MARCIA M ANDERSON 40.00 X 122486 0 14543 WILLIAM B BUSHONG 40.00 X 108195 0 40244 862939 0 173542 5 0 1 0 PROGRESSIVE DISTRIBUTION INC 9475 LOTTSFORD RD 120 LARGO MD 20774 FULFILLMENT SERVICE 1193157 1 558690 558690 597662 597662 63265 63265 312565 312565 312565 312565 431815 431815 431815 431815 17668005 10026075 7641930 7641930 9605927 7641930 0 1405307 2613752 496558 2117194 242934 24721 218213 397370 191726 205644 184302 41076 143226 5865 5865 317752 317752 326634 326634 95736 17446 78290 245006 2734 242272 4402 4402 289345 2384 286961 43888 563 43325 17022 213 16809 68686 68686 78721 13775 64946 WHITE HOUSE SUPPORT 2385520 2385520 FULFILLMENT 1193157 1193157 POSTAGE AND SHIPPING 785779 785779 BANK CHARGES 497451 27887 469564 MISCELLANEOUS EXPENSES 467093 40151 426942 499131 475316 23815 10759546 4981913 5777633 0 20458 28615 19225737 15015333 106788 41315 3671977 4606305 52239 54138 1607298 963702 260796 643596 3532172 5885725 9713204 12115750 2027021 1829430 311700 315337 38922092 40535544 1001454 1840564 322544 509205 1323998 2349769 X 37568182 38154119 29912 31656 37598094 38185775 38922092 40535544 X -1153619 1741300 X 0 1 1 X 0 X 76560 10350 15300 116940 558690 777840 19668008 18805437 20448130 18903942 17994645 95820162 19744568 18815787 20463430 19020882 18553335 96598002 0 0 0 96598002 1928008 1479491 691595 435859 660927 5195880 1928008 1479491 691595 435859 660927 5195880 312565 312565 21672576 20295278 21155025 19456741 19526827 102106447 0.94610 0.94250 0.05090 0.05750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 311700 1 849436 277819 571617 757862 685883 71979 643596 DEFERRED COMPENSATION 410386 F SSB TIPS - ALTERNATIVE 11705364 F 12115750 DEFERRED COMPENSATION 509205 509205 9605927 10759546 -1153619 1553778 187522 1741300 587681 9292284 1553778 187522 1741300 7550984 5865 2049078 2054943 9605927 8704603 0 8704603 5865 2049078 2054943 10759546 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 2007. PART XII, LINE 4B - OTHER ADJUSTMENTS: SELLING EXPENSE 2,049,078. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SELLING EXPENSES 2,049,078. X X 0 0 0 0 0 0 0 0 0 NEIL W HORSTMAN 305997 0 30000 0 396 0 20250 0 26342 0 382985 0 0 0 MICHAEL T MELTON 170372 0 4500 0 396 0 14113 0 23071 0 212452 0 0 0 JOHN P RILEY 116285 0 4200 0 112 0 11950 0 23029 0 155576 0 0 0 X 1 HI/LO MV OF THE DAY 0 1 0 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 15A 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: 1,553,778. DONATED SERVICES AND USE OF FACILITIES: 187,522. TOTAL TO FORM 990, PART XI, LINE 5: 1,741,300. 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0