Form 990 for tax year 2024
Filed by THE WHITE HOUSE ENDOWMENT AND ACQUISITION TRUST.
Totals
- Total revenue
- $3,715,134
- Total expenses
- $2,228,361
- Contributions and grants received
- $0
- Grants paid
- $1,943,399
- Program service revenue
- $0
- Investment income
- $3,697,477
- Other revenue
- $17,657
- Total assets, end of year
- $115,819,152
- Total liabilities, end of year
- $499,680
- Net assets or fund balances, end of year
- $115,319,472
- Program services expenses (Part IX)
- $1,943,399
- Management and general expenses
- $284,962
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,943,399
Program services were 87.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $3,249,149 · excluded $3,249,149
-
7a · Gross sales of assets other than inventory
securities $52,258,595
-
7b · Less cost or other basis and sales expenses
securities $51,810,267
-
7c · Gain or loss
securities $448,328
-
7d · Net gain or loss
total $448,328 · excluded $448,328
-
11a · Other revenue: OTHER INCOME
total $17,657 · excluded $17,657
-
11e · Other revenue, total
$17,657
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,943,399 · program services $1,943,399
-
11f · Fees: investment management
total $284,962 · management and general $284,962
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $665,146 · end of year $864,060
-
2 · Savings and temporary cash investments
beginning of year $625,535 · end of year $1,888,010
-
9 · Prepaid expenses and deferred charges
beginning of year $301,195
-
11 · Investments: publicly traded securities
beginning of year $103,936,334 · end of year $112,964,937
-
15 · Other assets
beginning of year -$73,116 · end of year $102,145
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $23,000
-
25 · Other liabilities
beginning of year $0 · end of year $476,680
-
27 · Net assets without donor restrictions
beginning of year $105,455,094 · end of year $115,319,472
Mission and programs · 2024
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.
Activities or mission (Part I)
TO SUPPORT THE PUBLIC ROOMS OF THE WHITE HOUSE AND ITS COLLECTION OF FINE AND DECORATIVE ARTS.
-
PRESERVATION AND CONSERVATION OF THE PUBLIC ROOMS OF THE WHITE HOUSE AND ITS COLLECTION OF FINE AND DECORATIVE ARTS.
Expenses $1,943,399 · Grants $1,943,399
As filed on the 2024 return.
Listed in Part VII
-
Frederick J Ryan JrFREDERICK J RYAN JR
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Anita McBrideANITA MCBRIDE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ashley DabbiereASHLEY DABBIERE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Barbara PerryBARBARA PERRY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
James McDanielJAMES MCDANIEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John BehrendtJOHN BEHRENDT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John RogersJOHN ROGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Tina TchenTINA TCHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Stewart McLaurinSTEWART MCLAURIN
PRESIDENT
- Total calculated
- $407,376
- From this org
- $0
- From related orgs
- $373,929
- Other
- $33,447
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $373,533 related
- Bonus
- $0
- Other
- $0 + $396 related
- Deferred
- $0 + $17,526 related
- Nontaxable benefits
- $0 + $15,921 related
- Filer's total
- $0 + $407,376 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
THE WHITE HOUSE
$1,943,399
TO SUPPORT THE WHITE HOUSE COLLECTION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
WHITE HOUSE HISTORICAL ASSOCIATION
SALES OF ITEMS TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE · DC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202622299349300817
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