Civic Intelligence

The White House Endowment and Acquisition Trust

990 • Fiscal year 2015 • EIN 52-6898598

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization ProfileN/A
740 Jackson PlaceWashington, DC 20006

(202) 789-1145

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

5th percentile

0.01x

Higher debt load relative to revenue than 5% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

4th percentile

$0

Higher top officer pay than 4% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2015

Asset Growth

25th percentile

-2.4%

Faster asset growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-14%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$50,630,076

Down $1,225,512 (-2.4%) from 2014

Net Assets

Down

$50,621,453

Down $1,228,298 (-2.4%) from 2014

Liabilities

Up

$8,623

Up $2,786 (+48%) from 2014

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin84th percentile

Revenue

Down

$606,076

Down $102,472 (-14%) from 2014

Expenses

Up

$438,109

Up $120,936 (+38%) from 2014

Net Income

Down

$167,967

Down $223,408 (-57%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$50,630,076
Liabilities$8,623
Net Assets$50,621,453
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$606,076
Expenses$438,109
Net Income$167,967
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Gross Receipts
$606,076
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$51,168,811$50,378,624▼ $790,187
Savings and Temporary Cash Investments$686,777$251,452▼ $435,325
Total Assets$51,855,588$50,630,076▼ $1,225,512
Liabilities
Accounts Payable and Accrued Expenses$5,837$8,623▲ $2,786
Total Liabilities$5,837$8,623▲ $2,786
Net Assets / Fund Balance
Unrestricted Net Assets$51,849,751$50,621,453▼ $1,228,298
Total Net Assets Fund Balance$51,849,751$50,621,453▼ $1,228,298
Total Liabilities and Net Assets / Fund Balance$51,855,588$50,630,076▼ $1,225,512

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$51,849,751-▼ $790,189$438,062$50,621,500
2014$50,030,216-▲ $2,136,708$317,173$51,849,751
2013$43,024,880-▲ $7,215,472$210,136$50,030,216
2012$37,812,695-▲ $5,467,487$255,302$43,024,880
2011$39,313,305-▼ $779,715$720,895$37,812,695
Compensation and Service Providers
Top Officer Pay4th percentile

Board Members and Trustees

NameTitle
James I McdanielChairman
Alice C FoultzTrustee
Gary J WaltersTrustee
John Fw Rogerstrustee
John T BehrendtTrustee
Leonard L Silversteintrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$606,076
Other Revenue
$0
Change in Net Assets
$167,967

Audited Revenue Reconciliation

Revenue per Audited Statements
$590,979
Revenue Not Reported on Financial Statements
$15,097
Revenue Not Reported on Form 990
$-1,396,265
Total Revenue per Audited Statements
$-805,286
Total Revenue per Form 990
$606,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$422,967
Other Expenses$15,142
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$422,967--$422,967
Fees for Service Investment Mgmnt Fees-$15,097-$15,097
Office Expenses-$45-$45
Total Functional Expenses$422,967$15,142$0$438,109

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$438,109
Expenses per Audited Statements$423,012
Total Expenses per Audited Statements$423,012
Expenses Not Reported on Financial Statements$15,097
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The White HouseWashington, DC115To support the White House collection$422,967
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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, Section B, line 11

“The form 990 is reviewed by the PRESIDENT, EXECUTIVE VICE-PRESIDENT AND SENIOR CONTROLLER.”

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 WHET 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 C, line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
White House Endowment Trust
EIN
52-6898598
Phone
2027891145
Address
740 Jackson Place, Washington, DC 20006

Signing Officer

Name
Stewart D Mclaurin
Title
President
Phone
2027891145
Signed
2016-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James I McDaniel
Formed
1998
Legal Domicile
Dc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Tate and Tryon
Address
2021 L Street NW Suite 400, Washington, DC 20036
Preparer
Elizabeth Heller
Phone
2022932200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

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

Financial Statement Notes

Part V, Line 4:

“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.”

Part X, Line 2:

“The Association believes that it has appropriate support for any tax positions taken, and therefore, 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 2012.”

Raw XML AppendixShowing 400 of 410 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05837
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08623
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To support the public rooms of the White House and its collection of fine and decorative arts.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0White House Historical Association
IRS990/BooksInCareOfDetail/PhoneNum02027378292
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0740 Jackson Place
IRS990/BooksInCareOfDetail/USAddress/CityNm0Washington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020006
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0422967
IRS990/CYInvestmentIncomeAmt0606076
IRS990/CYOtherExpensesAmt015142
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0167967
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0438109
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0606076
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Preservation and conservation of the public rooms of the White House and its collection of fine and decorative arts.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0422967
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt015097
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt015097
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0James I Mcdaniel
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN FW ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm2John T Behrendt
IRS990/Form990PartVIISectionAGrp/PersonNm3Gary J Walters
IRS990/Form990PartVIISectionAGrp/PersonNm4Leonard L Silverstein
IRS990/Form990PartVIISectionAGrp/PersonNm5Alice C Foultz
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0422967
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0422967
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0422967
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0606076
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0606076
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0606076
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt051168811
IRS990/InvestmentsPubTradedSecGrp/EOYAmt050378624
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To support, in perpetuity, the preservation and conservation of the public rooms of the White House and its collection of fine and decorative arts.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt051849751
IRS990/NetAssetsOrFundBalancesEOYAmt050621453
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1396265
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt045
IRS990/OfficeExpensesGrp/TotalAmt045
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0James I McDaniel
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0302563
IRS990/PYInvestmentIncomeAmt0708548
IRS990/PYOtherExpensesAmt014610
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0391375
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0317173
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0708548
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0167967
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0686777
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0251452
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0520749685
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0White House Hist Assoc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt051849751
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt050621500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-790189
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0438062
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt050030216
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt051849751
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02136708
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0317173
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt043024880
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt050030216
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07215472
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0210136
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt037812695
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt043024880
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05467487
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0255302
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt039313305
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt037812695
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-779715
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0720895
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt015097
IRS990ScheduleD/ExpensesSubtotalAmt0423012
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt015097
IRS990ScheduleD/InvestmentExpensesNotIncldAmt015097
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1396265
IRS990ScheduleD/RevenueNotReportedAmt0-1396265
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt015097
IRS990ScheduleD/RevenueSubtotalAmt0590979
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/ExplanationTxt1The Association believes that it has appropriate support for any tax positions taken, and therefore, 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 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0438109
IRS990ScheduleD/TotalRevenuePerForm990Amt0606076
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-805286
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0423012
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0422967
IRS990ScheduleI/RecipientTable/IRCSectionDesc0115
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support the White House collection
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The White House
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01600 Pennsylvania Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Washington
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020006
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is reviewed by the PRESIDENT, EXECUTIVE VICE-PRESIDENT AND SENIOR CONTROLLER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The employee compliance and conflict of interest policy is found in the employee handbook which is provided to each WHET 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.
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, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0White House Historical Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1White House Historical Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0white House Historical Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1White House Acquisition Trust
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0520749685
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1526808150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Sales of items to educate public about White House
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1aCQUIRE OBJECTS OF HISTORIC & ARTISTIC VALUE FOR WHITE HOUSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1Line 11 Type I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0740 Jackson Place NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1740 Jackson Place NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020006
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd120006
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt051855588
IRS990/TotalAssetsEOYAmt050630076
IRS990/TotalAssetsGrp/BOYAmt051855588
IRS990/TotalAssetsGrp/EOYAmt050630076
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015142
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0422967
IRS990/TotalFunctionalExpensesGrp/TotalAmt0438109
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05837
IRS990/TotalLiabilitiesEOYAmt08623
IRS990/TotalLiabilitiesGrp/BOYAmt05837
IRS990/TotalLiabilitiesGrp/EOYAmt08623
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt051849751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt050621453
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0422967
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0606076
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0606076
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051855588
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt050630076
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt051849751
IRS990/UnrestrictedNetAssetsGrp/EOYAmt050621453
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0740 Jackson Place
IRS990/USAddress/CityNm0Washington
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020006
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEWART D MCLAURIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02027891145
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0White House Endowment Trust
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0526898598
ReturnHeader/Filer/PhoneNum02027891145
ReturnHeader/Filer/USAddress/AddressLine1Txt0740 Jackson Place
ReturnHeader/Filer/USAddress/CityNm0Washington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521855942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tate and Tryon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02021 L Street NW Suite 400

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,630,076
Liabilities
$8,623
Net assets
$50,621,453
Revenue
$606,076
Expenses
$438,109
Net income
$167,967
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