2026-08-17T09:48:41-05:00 2025-09-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-10-01 520749685 WHITE HOUSE HISTORICAL ASSOCIATION WHIT 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 ALBERT LEE CFO 2027378292 2026-08-14 1 0 AARON FOX P01365820 2022274000 2026-08-14 2024 2025-03-06 01:10:19Z STEWART D MCLAURIN 740 JACKSON PLACE NW WASHINGTON DC 20006 76324864 0 X WWW.WHITEHOUSEHISTORY.ORG X 1961 DC TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY. 17 16 144 16 0 0 58419783 29307407 0 0 4366937 841727 10142954 12667362 72929674 42816496 0 0 0 0 9395757 11922814 589610 571523 8584909 19721107 23360085 29706474 35854422 43223200 6962074 148432386 163814750 37021343 43430887 111411043 120383863 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. 1 0 7674482 THE ASSOCIATION OPENED THE PEOPLE'S HOUSE: A WHITE HOUSE EXPERIENCE AT 1700 PENNSYLVANIA AVENUE. THIS CUTTING-EDGE EDUCATIONAL MUSEUM EXPERIENCE TELLS THE STORY OF THE EXECUTIVE MANSION, ITS INHABITANTS, AND THE PEOPLE WHO HAVE DEDICATED THEIR CAREERS TO ITS FUNCTIONS. IT IS FREE AND OPEN TO THE PUBLIC SEVEN DAYS A WEEK, AND IN ITS FIRST YEAR OF OPERATION WELCOMED MORE THAN 275,000 VISITORS. 6715161 11915453 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. 3487176 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 SYMPOSIUM ON FOOD HISTORY AND THE WHITE HOUSE IN MAY 2025. THE RUBENSTEIN CENTER CONTINUES TO HOST WHITE HOUSE HISTORY LIVE, A MONTHLY VIRTUAL PROGRAM. THIS PROGRAM HAD MORE THAN 1.8 MILLION VIEWS IN 2025. IN JULY 2025, 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. 646614 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. IN OCTOBER 2025, IT WAS RELAUNCHED AS THE WHITE HOUSE HISTORY DIGITAL ARCHIVES. 2325172 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, 2025 WERE: ASIAN HERITAGE CHEFS IN WHITE HOUSE HISTORY: COOKING TO THE PRESIDENT'S TASTE, WHITE HOUSE MEMORIES 19702007: RECOLLECTIONS OF THE LONGEST SERVING CHIEF USHER, THE PEOPLE'S HOUSE MISCELLANY: A TREASURY OF WHITE HOUSE HISTORY, FUN FACTS, AND THINGS TO KNOW, COLORING THE WHITE HOUSE, OFFICIAL WHITE HOUSE CHINA: FROM THE 18TH TO 21ST CENTURIES, THE OFFICIAL WHITE HOUSE CHRISTMAS ORNAMENT: COLLECTED STORIES OF A HOLIDAY TRADITION (6TH EDITION), HOW TO DRAW THE PRESIDENTS AND FIRST LADIES, AND FIRST LADIES MAKE HISTORY (2ND EDITION). WHITE HOUSE HISTORY QUARTERLY ISSUES INCLUDED "ANIMALS AT WORK IN WHITE HOUSE HISTORY," "THE WHITE HOUSE AND WORLD WAR II," "MEMORIALS, CEMETERIES, AND WHITE HOUSE HISTORY, AND "THE WHITE HOUSE THAT WASN'T." THE ASSOCIATION'S BOOKS RECEIVED 30 NATIONAL AND INTERNATIONAL AWARDS IN THE FOLLOWING COMPETITIONS: BEST BOOK, BENJAMIN FRANKLIN, COMMUNICATOR, INDEPENDENT PUBLISHER BOOK AWARDS (IPPY), NATIONAL INDIE EXCELLENCE, NEXT GENERATION INDIE, AND NYC BIG BOOK. 2971786 20848605 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 191 0 1 144 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 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 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 THE ORGANIZATION 2027378292 740 JACKSON PLACE NW WASHINGTON DC 20006 JOHN FW ROGERS CHAIRMAN 1.00 1.00 X X 0 0 0 STEWART MCLAURIN PRESIDENT 39.00 1.00 X X 373929 0 33447 ANITA B MCBRIDE SECRETARY 1.00 1.00 X X 0 0 0 ASHLEY DABBIERE MEMBER AT LARGE 1.00 1.00 X 0 0 0 BARBARA PERRY MEMBER AT LARGE 1.00 1.00 X 0 0 0 BENJAMIN C SUTTON JR MEMBER AT LARGE 1.00 X 0 0 0 DENEEN C HOWELL MEMBER AT LARGE 1.00 X 0 0 0 EULA ADAMS MEMBER AT LARGE 1.00 X 0 0 0 GAHL HODGES BURT MEMBER AT LARGE 1.00 X 0 0 0 GREGORY W WENDT TREASURER 1.00 X X 0 0 0 JEAN M CASE MEMBER AT LARGE 1.00 X 0 0 0 MERLYNN CARSON MEMBER AT LARGE 1.00 X 0 0 0 MICHAEL BESCHLOSS MEMBER AT LARGE (TO 03/2025) 1.00 X 0 0 0 NICOLE SEXTON MEMBER AT LARGE 1.00 X 0 0 0 TERESA CARLSON VICE-CHAIRPERSON 1.00 X 0 0 0 THAM KANNALIKHAM MEMBER AT LARGE 1.00 X 0 0 0 TINA TCHEN MEMBER AT LARGE 1.00 X 0 0 0 WAYNE AI FREDERICK MEMBER AT LARGE 1.00 X 0 0 0 ALBERT LEE CFO 40.00 X 362865 0 8798 LUCI SHANAHAN CHIEF RETAIL OFFICER 40.00 X 279210 0 1300 MARCIA ANDERSON VP OF PUBLICATION & EXEC. EDITOR 40.00 X 243559 0 42817 MATTHEW COSTELLO CHIEF EDUCATION OFFICER 40.00 X 210967 0 33761 RHETT WILSON VP OF DEVELOPMENT 40.00 X 314822 0 26314 SARAH FOSDICK CHIEF DEVELOPMENT OFFICER 40.00 X 243676 0 39130 KIMBERLY OSBORNE VP OF BOARD ENGAGEMENT 40.00 X 177933 0 18449 ROB WARCHOL ASST. VP, DEVELOPMENT 40.00 X 171936 0 33181 DAVID SWEENEY SENIOR DIRECTOR, CORP & FDN 40.00 X 170897 0 34335 ROBERT MILAM RETAIL MANAGER 40.00 X 161350 0 45565 AMANDA SHIFFLETT VP OF MARKETING, COMM. & ENGAGEMENT 40.00 X 149560 0 10138 2860704 0 327235 21 0 1 0 HITT CONTRACTING INC 120 BROADWAY 1120 NEW YORK NY 10271 CONSTRUCTION SERVICES 12537189 RALPH APPLEBAUM 88 PINE STREET NEW YORK NY 10005 CONSULTING SERVICES 11763192 CHEMART COMPANY 15 NEW ENGLAND WAY LINCOLN RI 02284 MERCHANDISE PRODUCER 5842618 FRONTRUNNER PRODUCTIONS 500 PENN STREET NW SUITE 200 WASHINGTON DC 20002 EVENT PRODUCTION 1803633 JM ZELL PARTNERS 2900 K STREET NW SUITE 525 WASHINGTON DC 20007 CONSTRUCTION MGMT CONSULTING 735871 48 146565 29160842 439948 29307407 705463 705463 68290 68290 622546 0 622546 622546 622546 20890062 20753798 136264 136264 136264 57600 146565 205227 -147627 -147627 24464796 12549343 11915453 11915453 MISCELLANEOUS INCOME 900099 208700 208700 208700 42816496 11915453 0 1593636 X 2552579 1626960 224538 701081 7366923 4513208 291929 2561786 308615 186042 9114 113459 984064 614562 56196 313306 710633 439909 36873 233851 71188 28686 27055 15447 478375 192764 181806 103805 571523 571523 52610 52610 3765134 1747483 1648142 369509 1433141 789522 174831 468788 2938000 999704 386007 1552289 456581 174060 176524 105997 3351572 3017868 71338 262366 660413 138652 137482 384279 3198229 142194 2525770 530265 2707598 2695040 2684 9874 195509 68389 77446 49674 SELLING EXPENSES 3060480 3060480 MISCELLANEOUS 539322 254996 161541 122785 DUES AND SUBSCRIPTIONS 451933 158086 179022 114825 35854422 20848605 6420908 8584909 531711 199191 8701 323819 5767979 9703208 542903 480555 52607954 48077637 819235 1613190 14008233 14956287 619705 1867183 45153243 7155049 37505819 37998194 17023798 25484701 19536760 23633795 148432386 163814750 10974680 11938249 226698 505470 25819965 30987168 37021343 43430887 X 52661636 55235957 58749407 65147906 111411043 120383863 148432386 163814750 X 6962074 2007730 -41 3057 X 0 1 X 1 0 X 7968430 10864824 19000385 59431725 29307407 126572771 20014599 19253250 21057188 21873811 24464796 106663644 230524 209632 222888 222888 209640 1095572 28213553 30327706 40280461 81528424 53981843 234331987 226932 1915347 2073242 2003680 144177 6363378 0 226932 1915347 2073242 2003680 144177 6363378 227968609 1065285 1909689 2186985 1580868 1396299 8139126 1065285 1909689 2186985 1580868 1396299 8139126 121029 63971 162401 114402 208700 670503 29399867 32301366 42629847 83223694 55586842 243141616 0.93760 0.93810 0.03350 0.04000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 780404 X X 0 10450000 156339 10606339 950000 9500000 10450000 50000 900000 950000 50000 50000 50000 50000 1.00000 0 0 40731302 4874054 35857248 4421941 2280995 2140946 37998194 RIGHT OF USE ASSET 22118865 ART COLLECTION 780404 DUE FROM AFFILIATES 476680 BENEFICIAL INTEREST IN CHARITABLE GIFT ANNUITY 11124 DEPOSITS 42619 OTHER RECEIVABLES 204103 23633795 RIGHT OF USE LIABILITY 30987168 30987168 X PART III, LINE 4: THE COLLECTIONS PRESERVE HISTORY AND EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE. PART V, LINE 4: TO ASSIST IN THE PRESERVATION OF THE WHITE HOUSE AND TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF THE WHITE HOUSE. PART X, LINE 2: 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, 2025 AND 2024 SINCE WHHA AND WHEAT HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. THE ASSOCIATION HAS ADOPTED THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED SEPTEMBER 30, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF SEPTEMBER 30, 2025 AND 2024, THE ASSOCIATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. X X 1 NEWPORT ONE INC 21 RAILROAD AVENUE DUXBURY MA 02332 DIRECT MAIL 0 1865875 571523 1294352 1865875 571523 1294352 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 PALM BEACH DINNER 204165 146565 57600 119033 86194 204165 146565 57600 119033 86194 205227 -147627 X 0 0 0 0 0 0 0 0 0 STEWART MCLAURIN PRESIDENT 373533 0 0 0 396 0 17526 0 15921 0 407376 0 0 0 ALBERT LEE CFO 350828 0 12000 0 37 0 8798 0 0 0 371663 0 0 0 RHETT WILSON VP OF DEVELOPMENT 304068 0 10700 0 54 0 15635 0 10679 0 341136 0 0 0 MARCIA ANDERSON VP OF PUBLICATION & EXEC. EDITOR 236499 0 7000 0 60 0 10433 0 32384 0 286376 0 0 0 SARAH FOSDICK CHIEF DEVELOPMENT OFFICER 240472 0 3150 0 54 0 0 0 39130 0 282806 0 0 0 LUCI SHANAHAN CHIEF RETAIL OFFICER 275012 0 4150 0 48 0 1300 0 0 0 280510 0 0 0 MATTHEW COSTELLO CHIEF EDUCATION OFFICER 205877 0 5000 0 90 0 10519 0 23242 0 244728 0 0 0 ROBERT MILAM RETAIL MANAGER 49097 0 0 0 112253 0 13181 0 32384 0 206915 0 0 0 DAVID SWEENEY SENIOR DIRECTOR, CORP & FDN 168035 0 2100 0 762 0 23656 0 10679 0 205232 0 0 0 ROB WARCHOL ASST. VP, DEVELOPMENT 167678 0 4000 0 258 0 22502 0 10679 0 205117 0 0 0 KIMBERLY OSBORNE VP OF BOARD ENGAGEMENT 172873 0 5000 0 60 0 0 0 18449 0 196382 0 0 0 AMANDA SHIFFLETT VP OF MARKETING, COMM. & ENGAGEMENT 147006 0 2500 0 54 0 10138 0 0 0 159698 0 0 0 X 2 100858 FMV X HOUSEHOLD ITEMS 7 339090 FMV 0 0 0 FORM 990, PART III, LINE 2 THE ASSOCIATION OPENED THE PEOPLE'S HOUSE: A WHITE HOUSE EXPERIENCE AT 1700 PENNSYLVANIA AVENUE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER. 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 18 WHHA MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 WHHA MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTORS: PROGRAM SERVICE EXPENSES 1,707,351. MANAGEMENT AND GENERAL EXPENSES 1,610,291. FUNDRAISING EXPENSES 347,898. TOTAL EXPENSES 3,665,540. PRODUCT DEVELOPMENT: PROGRAM SERVICE EXPENSES 40,132. MANAGEMENT AND GENERAL EXPENSES 37,851. FUNDRAISING EXPENSES 21,611. TOTAL EXPENSES 99,594. FORM 990, PART XI, LINE 9: CHANGE IN VALUE BENEFICIAL INTEREST IN CHARITABLE ANNUITY 3,057. WHITE HOUSE ENDOWMENT & ACQUISITION TRUST 740 JACKSON PLACE NW WASHINGTON DC 20006 526898598 SUPPORT AND PRESERVE THE HISTORIC CHARACTER OF THE WHITE HOUSE DC 501(C)(3) LINE 12A, I WHITE HOUSE HISTORICAL ASSOCIATION 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 WHITE HOUSE ENDOWMENT & ACQUISITION TRUST Q 1315420 CASH WHITE HOUSE ENDOWMENT & ACQUISITION TRUST D 476680 CASH