- Revenue 2024
- $42,816,496
- Expenses 2024
- $35,854,422
Program services were 58.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- A82Z
- Classification
- 2000
- Street
- 740 JACKSON PLACE NW
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
1 other organization in the IRS Business Master File lists the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
THE WHITE HOUSE ENDOWMENT AND ACQUISITION TRUST
EIN 52-6898598
Mission and programs · 2024
Mission
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.
Activities or mission (Part I)
TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE AND ITS HISTORY.
-
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.
Expenses $7,674,482
-
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.
Expenses $6,715,161 · Revenue $11,915,453
-
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.
Expenses $3,487,176
-
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.
Expenses $646,614
-
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.
Expenses $2,325,172
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
John Fw RogersJOHN FW ROGERS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Stewart McLaurinSTEWART MCLAURIN
PRESIDENT
- Total calculated
- $407,376
- From this org
- $373,929
- From related orgs
- $0
- Other
- $33,447
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $373,533
- Bonus
- $0
- Other
- $396
- Deferred
- $17,526
- Nontaxable benefits
- $15,921
- Filer's total
- $407,376
-
Anita B McBrideANITA B MCBRIDE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ashley DabbiereASHLEY DABBIERE
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Barbara PerryBARBARA PERRY
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Benjamin C Sutton JrBENJAMIN C SUTTON JR
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Deneen C HowellDENEEN C HOWELL
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Eula AdamsEULA ADAMS
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Gahl Hodges BurtGAHL HODGES BURT
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Gregory W WendtGREGORY W WENDT
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jean M CaseJEAN M CASE
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Merlynn CarsonMERLYNN CARSON
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Michael BeschlossMICHAEL BESCHLOSS
MEMBER AT LARGE (TO 03/2025)
- Total calculated
- $0
- Hours/week
- 1
-
Nicole SextonNICOLE SEXTON
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Teresa CarlsonTERESA CARLSON
VICE-CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
Tham KannalikhamTHAM KANNALIKHAM
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Tina TchenTINA TCHEN
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Wayne Ai FrederickWAYNE AI FREDERICK
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Albert LeeALBERT LEE
CFO
- Total calculated
- $371,663
- From this org
- $362,865
- From related orgs
- $0
- Other
- $8,798
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $350,828
- Bonus
- $12,000
- Other
- $37
- Deferred
- $8,798
- Nontaxable benefits
- $0
- Filer's total
- $371,663
-
Luci ShanahanLUCI SHANAHAN
CHIEF RETAIL OFFICER
- Total calculated
- $280,510
- From this org
- $279,210
- From related orgs
- $0
- Other
- $1,300
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $275,012
- Bonus
- $4,150
- Other
- $48
- Deferred
- $1,300
- Nontaxable benefits
- $0
- Filer's total
- $280,510
-
Marcia AndersonMARCIA ANDERSON
VP OF PUBLICATION & EXEC. EDITOR
- Total calculated
- $286,376
- From this org
- $243,559
- From related orgs
- $0
- Other
- $42,817
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $236,499
- Bonus
- $7,000
- Other
- $60
- Deferred
- $10,433
- Nontaxable benefits
- $32,384
- Filer's total
- $286,376
-
Matthew CostelloMATTHEW COSTELLO
CHIEF EDUCATION OFFICER
- Total calculated
- $244,728
- From this org
- $210,967
- From related orgs
- $0
- Other
- $33,761
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,877
- Bonus
- $5,000
- Other
- $90
- Deferred
- $10,519
- Nontaxable benefits
- $23,242
- Filer's total
- $244,728
-
Rhett WilsonRHETT WILSON
VP OF DEVELOPMENT
- Total calculated
- $341,136
- From this org
- $314,822
- From related orgs
- $0
- Other
- $26,314
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $304,068
- Bonus
- $10,700
- Other
- $54
- Deferred
- $15,635
- Nontaxable benefits
- $10,679
- Filer's total
- $341,136
-
Sarah FosdickSARAH FOSDICK
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $282,806
- From this org
- $243,676
- From related orgs
- $0
- Other
- $39,130
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $240,472
- Bonus
- $3,150
- Other
- $54
- Deferred
- $0
- Nontaxable benefits
- $39,130
- Filer's total
- $282,806
-
Kimberly OsborneKIMBERLY OSBORNE
VP OF BOARD ENGAGEMENT
- Total calculated
- $196,382
- From this org
- $177,933
- From related orgs
- $0
- Other
- $18,449
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,873
- Bonus
- $5,000
- Other
- $60
- Deferred
- $0
- Nontaxable benefits
- $18,449
- Filer's total
- $196,382
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $42,816,496
- Expenses
- $35,854,422
- Contributions
- $29,307,407
- Grants paid
- $0
-
2023
- Revenue
- $72,929,674
- Expenses
- $29,706,474
- Contributions
- $58,419,783
- Grants paid
- $0
-
2022
- Revenue
- $33,760,760
- Expenses
- $27,910,827
- Contributions
- $19,000,385
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $24,577,182
- Expenses
- $25,043,000
- Assets (EOY)
- $65,503,235
-
2020 · 990
- Revenue
- $21,703,882
- Expenses
- $18,763,512
- Assets (EOY)
- $70,614,346
-
2019 · 990
- Revenue
- $19,604,563
- Expenses
- $18,640,082
- Assets (EOY)
- $63,219,070
-
2018 · 990
- Revenue
- $20,912,164
- Expenses
- $17,531,797
- Assets (EOY)
- $59,663,959
-
2017 · 990
- Revenue
- $16,985,357
- Expenses
- $16,847,370
- Assets (EOY)
- $55,624,529
-
2016 · 990
- Revenue
- $14,624,723
- Expenses
- $13,713,724
- Assets (EOY)
- $52,249,408
-
2015 · 990
- Revenue
- $12,053,451
- Expenses
- $15,325,075
- Assets (EOY)
- $48,650,494
-
2014 · 990
- Revenue
- $14,884,189
- Expenses
- $11,104,185
- Assets (EOY)
- $52,245,842
-
2013 · 990
- Revenue
- $9,735,420
- Expenses
- $9,296,068
- Assets (EOY)
- $47,786,999
-
2012 · 990
- Revenue
- not reported
- Expenses
- $12,076,399
- Assets (EOY)
- $45,524,716
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
GOLDMAN SACHS CHARITABLE GIFT FUND
$1,175,000
2023 EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
-
2024 For grant recipient's exempt purposes
-
GOLDMAN SACHS CHARITABLE GIFT FUND
$650,000
2022 EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
-
GOLDMAN SACHS CHARITABLE GIFT FUND
$500,000
2022 COMMUNITY OUTREACH & ENRICHMENT PROGRAMS
-
2023 For grant recipient's exempt purposes
-
DONOR ADVISED CHARITABLE GIVING
$274,373
2024 ARTS, CULTURE & HUMANITIES
-
2024 UNRESTRICTED GENERAL SUPPORT
-
$256,000
2024 EDUCATION
-
GOLDMAN SACHS CHARITABLE GIFT FUND
$230,000
2024 COMMUNITY OUTREACH & ENRICHMENT PROGRAMS
-
$185,000
2023 RELIGION
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
WHITE HOUSE ENDOWMENT & ACQUISITION TRUST
501(C)(3) · SUPPORT AND PRESERVE THE HISTORIC CHARACTER OF THE WHITE HOUSE · DC · controlled entity
Declared as related by
-
THE WHITE HOUSE ENDOWMENT AND ACQUISITION TRUST
On its 2024 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.