2026-08-17T08:48:52-05:00 2025-09-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-10-01 526898598 WHITE HOUSE ENDOWMENT AND ACQUISITION TRUST WHIT 2027891145 740 JACKSON PLACE NW WASHINGTON DC 20006 STEWARD D MCLAURIN CEO 2027891145 2026-08-14 1 1 AARON FOX P01365820 2022274000 2026-08-12 2024 2025-03-06 01:10:19Z FREDERICK J RYAN JR 740 JACKSON PLACE NW WASHINGTON DC 20006 55525401 0 X WWW.WHITEHOUSEHISTORY.ORG X 1998 DC TO SUPPORT THE PUBLIC ROOMS OF THE WHITE HOUSE AND ITS COLLECTION OF FINE AND DECORATIVE ARTS. 8 8 0 8 0 0 0 0 0 0 3426161 3697477 74748 17657 3500909 3715134 641785 1943399 0 0 0 0 0 0 0 319917 284962 961702 2228361 2539207 1486773 105455094 115819152 0 499680 105455094 115319472 TO SUPPORT, IN PERPETUITY, THE PRESERVATION AND CONSERVATION OF THE PUBLIC ROOMS OF THE WHITE HOUSE AND ITS COLLECTION OF FINE AND DECORATIVE ARTS. 0 0 1943399 1943399 PRESERVATION AND CONSERVATION OF THE PUBLIC ROOMS OF THE WHITE HOUSE AND ITS COLLECTION OF FINE AND DECORATIVE ARTS. 1943399 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X WHITE HOUSE HISTORICAL ASSOCIATION 2027891145 740 JACKSON PLACE NW WASHINGTON DC 20006 FREDERICK J RYAN JR CHAIRMAN 1.00 X X 0 0 0 ANITA MCBRIDE TRUSTEE 1.00 1.00 X 0 0 0 ASHLEY DABBIERE TRUSTEE 1.00 1.00 X 0 0 0 BARBARA PERRY TRUSTEE 1.00 1.00 X 0 0 0 JAMES MCDANIEL TRUSTEE 1.00 X 0 0 0 JOHN BEHRENDT TRUSTEE 1.00 X 0 0 0 JOHN ROGERS TRUSTEE 1.00 1.00 X 0 0 0 TINA TCHEN TRUSTEE 1.00 1.00 X 0 0 0 STEWART MCLAURIN PRESIDENT 1.00 39.00 X 0 373929 33447 0 373929 33447 0 0 1 0 0 3249149 3249149 52258595 51810267 448328 448328 448328 OTHER INCOME 900099 17657 17657 17657 3715134 0 0 3715134 1943399 1943399 284962 284962 2228361 1943399 284962 0 665146 864060 625535 1888010 301195 103936334 112964937 -73116 102145 105455094 115819152 0 23000 0 476680 0 499680 X 105455094 115319472 105455094 115319472 105455094 115819152 1486773 8377605 0 X 0 1 X 1 0 X X 1 WHITE HOUSE HISTORICAL ASSOCIATION 520749685 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 105455094 17657 11790120 1766757 176642 115319472 86439071 19714630 641785 56822 105455094 76620093 10582278 749263 14037 86439071 82424643 -4960571 842845 1134 76620093 69102994 14465332 1142620 1063 82424643 1.00000 0 0 0 DUE TO AFFILIATE 476680 476680 X 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: 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. 0 THE WHITE HOUSE 1600 PENNSYLVANIA AVE WASHINGTON DC 20006 115 1943399 0 TO SUPPORT THE WHITE HOUSE COLLECTION 1 0 0 0 0 0 0 0 0 0 0 STEWART MCLAURIN PRESIDENT 0 373533 0 0 0 396 0 17526 0 15921 0 407376 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER OF THE RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C 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, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. WHITE HOUSE HISTORICAL ASSOCIATION 740 JACKSON PLACE NW WASHINGTON DC 20006 520749685 SALES OF ITEMS TO EDUCATE THE PUBLIC ABOUT THE WHITE HOUSE DC 501(C)(3) 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 WHITE HOUSE HISTORICAL ASSOCIATION P 1315420 CASH WHITE HOUSE HISTORICAL ASSOCIATION E 476680 CASH