Civic Intelligence

White House Endowment and Acquisition Trust

EIN 52-6898598 • 501(c)3 • Washington, DC

Profile

To support, in perpetuity, the preservation and conservation of the public rooms of the white house and its collection of fine and decorative arts.

740 Jackson Place NWWashington, DC 20006

www.whitehousehistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$397,911

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2022

Asset Growth

86th percentile

22%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

2.9%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$105,455,094

Up $18,947,210 (+22%) from 2023

Liabilities

Down

$0

Down $68,813 (-100%) from 2023

Net Assets

Up

$105,455,094

Up $19,016,023 (+22%) from 2023

Operations
Liabilities / Revenue3rd percentileNet Margin96th percentile

Revenue

Up

$3,500,909

Up $98,350 (+2.9%) from 2023

Expenses

Down

$961,702

Down $38,177 (-3.8%) from 2023

Net Income

Up

$2,539,207

Up $136,527 (+5.7%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $39,313,305Liabilities 2010: $0Net Assets 2010: $39,313,3052010Assets 2011: $38,038,568Liabilities 2011: $225,873Net Assets 2011: $37,812,6952011Assets 2012: $43,024,880Liabilities 2012: $0Net Assets 2012: $43,024,8802012Assets 2013: $50,030,216Liabilities 2013: $0Net Assets 2013: $50,030,2162013Assets 2014: $51,855,588Liabilities 2014: $5,837Net Assets 2014: $51,849,7512014Assets 2015: $50,630,076Liabilities 2015: $8,623Net Assets 2015: $50,621,4532015Assets 2016: $54,288,036Liabilities 2016: $1,831Net Assets 2016: $54,286,2052016Assets 2017: $61,315,181Liabilities 2017: $413,823Net Assets 2017: $60,901,3582017Assets 2018: $63,660,526Liabilities 2018: $33,521Net Assets 2018: $63,627,0052018Assets 2019: $72,594,918Liabilities 2019: $11,525Net Assets 2019: $72,583,3932019Assets 2020: $77,055,343Liabilities 2020: $28,002Net Assets 2020: $77,027,3412020Assets 2021: $90,348,288Liabilities 2021: $0Net Assets 2021: $90,348,2882021Assets 2022: $76,621,278Liabilities 2022: $1,185Net Assets 2022: $76,620,0932022Assets 2023: $86,507,884Liabilities 2023: $68,813Net Assets 2023: $86,439,0712023Assets 2024: $105,455,094Liabilities 2024: $0Net Assets 2024: $105,455,0942024

Highlighted filing

2024

Assets$105,455,094
Liabilities$0
Net Assets$105,455,094
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $418,0202010Expenses 2011: $720,8952011Revenue 2012: $862,022Expenses 2012: $255,300Net Income 2012: $606,7222012Revenue 2013: $512,707Expenses 2013: $210,136Net Income 2013: $302,5712013Revenue 2014: $708,548Expenses 2014: $317,173Net Income 2014: $391,3752014Revenue 2015: $606,076Expenses 2015: $438,109Net Income 2015: $167,9672015Revenue 2016: $521,471Expenses 2016: $534,693Net Income 2016: -$13,2222016Revenue 2017: $247,871Expenses 2017: $783,573Net Income 2017: -$535,7022017Revenue 2018: $1,772,413Expenses 2018: $2,203,146Net Income 2018: -$430,7332018Revenue 2019: $2,088,529Expenses 2019: $1,502,573Net Income 2019: $585,9562019Revenue 2020: $2,352,989Expenses 2020: $1,484,033Net Income 2020: $868,9562020Revenue 2021: $4,552,550Expenses 2021: $1,384,370Net Income 2021: $3,168,1802021Revenue 2022: $3,534,868Expenses 2022: $1,099,275Net Income 2022: $2,435,5932022Revenue 2023: $3,402,559Expenses 2023: $999,879Net Income 2023: $2,402,6802023Revenue 2024: $3,500,909Expenses 2024: $961,702Net Income 2024: $2,539,2072024

Highlighted filing

2024

Revenue$3,500,909
Expenses$961,702
Net Income$2,539,207
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$105,455,094
Liabilities
$0
Net assets
$105,455,094
Revenue
$3,500,909
Expenses
$961,702
Net income
$2,539,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$105$0.00$105$3.50$0.96$2.54
2023Detailed filing. Detailed filing data is available for this year.$86.5$0.07$86.4$3.40$1.00$2.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.6$0.00$76.6$3.53$1.10$2.44
2021Detailed filing. Detailed filing data is available for this year.$90.3$0.00$90.3$4.55$1.38$3.17
2020Detailed filing. Detailed filing data is available for this year.$77.1$0.03$77.0$2.35$1.48$0.87
2019Summary only. Only limited summary data is available for this year.$72.6$0.01$72.6$2.09$1.50$0.59
2018Detailed filing. Detailed filing data is available for this year.$63.7$0.03$63.6$1.77$2.20$0.43
2017Summary only. Only limited summary data is available for this year.$61.3$0.41$60.9$0.25$0.78$0.54
2016Detailed filing. Detailed filing data is available for this year.$54.3$0.00$54.3$0.52$0.53$0.01
2015Detailed filing. Detailed filing data is available for this year.$50.6$0.01$50.6$0.61$0.44$0.17
2014Detailed filing. Detailed filing data is available for this year.$51.9$0.01$51.8$0.71$0.32$0.39
2013Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$0.51$0.21$0.30
2012Summary only. Only limited summary data is available for this year.$43.0$0.00$43.0$0.86$0.26$0.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.0$0.23$37.8$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$0.00$39.3$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 15, 2025
Return Version
2023v6.0
Gross Receipts
$21,772,179
Mission and Program Overview

Mission

To support, in perpetuity, the preservation and conservation of the public rooms of the White House and its collection of fine and decorative arts.

To support the public rooms of the white house and its collection of fine and decorative arts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$85,641,836$103,936,334▲ $18,294,498
Cash and Non-Interest-Bearing Accounts$62,038$665,146▲ $603,108
Savings and Temporary Cash Investments$779,109$625,535▼ $153,574
Prepaid Expenses and Deferred Charges$198,145$301,195▲ $103,050
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$86,507,884$105,455,094▲ $18,947,210
Other Assets Total$-173,244$-73,116▲ $100,128
Liabilities
Accounts Payable and Accrued Expenses$68,813$0▼ $68,813
Other Liabilities$0$0→ $0
Total Liabilities$68,813$0▼ $68,813
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$86,439,071$105,455,094▲ $19,016,023
Total Net Assets Fund Balance$86,439,071$105,455,094▲ $19,016,023
Total Liabilities and Net Assets / Fund Balance$86,507,884$105,455,094▲ $18,947,210

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$86,439,071-▲ $19,714,630-$105,455,094
2022$76,620,093-▲ $10,582,278-$86,439,071
2021$82,424,643-▼ $4,960,571-$76,620,093
2020$69,102,994-▲ $14,465,332-$82,424,643
2019$64,659,046$140,194▲ $5,570,568-$69,102,994
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Frederick RyanChairman
Stewart McLaurinPresident
Anita McBrideTrustee
Ashley DabbiereTrustee
Barbara PerryTrustee
James McDanielTrustee
John BehrendtTrustee
John RogersTrustee
Tina TchenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,426,161
Other Revenue
$74,748
All Other Contributions
$0
Change in Net Assets
$2,539,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$641,785
Other Expenses$319,917
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$641,785--$641,785
Fees for Service Investment Mgmnt Fees-$263,095-$263,095
Office Expenses-$56,822-$56,822
Total Functional Expenses$641,785$319,917$0$961,702
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The White HouseWashington, DC115To Support the White House Collection.$641,785
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The form 990 is reviewed by the president and chief financial officer of the related organization.”

Form 990, Part VI, Line 12C Conflict of interest policy

“The compliance and conflict of interest policy is provided to each board member. The board members must sign stating they understand the policy and will comply with it and are asked to review it annually.”

Form 990, Part VI, Line 19 Required documents available to the public

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
White House Endowment and Acquisition Trust
EIN
52-6898598
Phone
2027891145
Address
740 JACKSON PLACE NW, WASHINGTON, DC 20006

Signing Officer

Name
Stewart D Mclaurin
Title
CEO
Signed
2025-08-15
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Dc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Bdo USA
Address
8401 GREENSBORO DR STE 800, MCLEAN, VA 22102-3599
Preparer
Todd Teresco
Phone
7038930600
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The audit oversight process remains unchanged from the prior year.”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The net assets of the trust have been set aside by the board of trustees to function as a quasi-endowment to be maintained in perpetuity.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“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, 2024 and 2023 since whha and wheat had no significant unrelated business income. In accordance with u.s. Gaap, management has evaluated whha and wheat's tax positions and has concluded that whha and wheat have taken no uncertain tax positions that require adjustment to the consolidated financial statements to comply with the provisions of this guidance. Whha and wheat are generally no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for the years ended september 30, 2020 and prior.”

Raw XML AppendixShowing 400 of 501 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0FREDERICK J RYAN JR
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE NET ASSETS OF THE TRUST HAVE BEEN SET ASIDE BY THE BOARD OF TRUSTEES TO FUNCTION AS A QUASI-ENDOWMENT TO BE MAINTAINED IN PERPETUITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1WHHA 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, 2024 AND 2023 SINCE WHHA AND WHEAT HAD NO SIGNIFICANT UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH U.S. GAAP, MANAGEMENT HAS EVALUATED WHHA AND WHEAT'S TAX POSITIONS AND HAS CONCLUDED THAT WHHA AND WHEAT HAVE TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WHHA AND WHEAT ARE GENERALLY NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED SEPTEMBER 30, 2020 AND PRIOR.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part V, Line 4 Intended uses of endowment funds
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0115
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE WHITE HOUSE COLLECTION.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE WHITE HOUSE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01600 PENNSYLVANIA AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020006
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Stewart McLaurin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0President
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE RELATED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLIANCE AND CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH BOARD MEMBER. THE BOARD MEMBERS MUST SIGN STATING THEY UNDERSTAND THE POLICY AND WILL COMPLY WITH IT AND ARE ASKED TO REVIEW IT ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE AUDIT OVERSIGHT PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WHITE HOUSE HISTORICAL ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0520749685
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)

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