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Brochures [1]
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26080440
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Brochures [1]
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Records of the First Lady's Office (Clinton Administration)
Margaret “Maggie” Williams' Subject Files
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Withdrawal/Redaction Sheet
Clinton Library
DOCUMENT NO.
SUBJECT/TITLE
DATE
RESTRICTION
AND TYPE
001. list
Endowment List (partial) (1 page)
12/30/94
b(6)
COLLECTION:
Clinton Presidential Records
First Lady's Office
Maggie Williams (Subject Files)
OA/Box Number: 10814
FOLDER TITLE:
Brochures [1]
2013-0359-S
rv1377
RESTRICTION CODES
Presidential Records Act - |44 U.S.C. 2204(a)]
Freedom of Information Act - 15 U.S.C. 552(b)|
PI National Security Classified Information [(a)(1) of the PRA]
b(1) National security classified information |(b)(1) of the FOIA)
P2 Relating to the appointment to Federal office |(a)(2) of the PRAJ
b(2) Release would disclose internal personnel rules and practices of
P3 Release would violate a Federal statute |(a)(3) of the PRA
an agency |(b)(2) of the FOIA]
P4 Release would disclose trade secrets or confidential commercial or
h(3) Release would violate a Federal statute [(b)(3) of the FOIA]
financial information [(a)(4) of the PRA|
h(4) Release would disclose trade secrets or confidential or financial
P5 Release would disclose confidential advice between the President
information [(b)(4) of the FOIA]
and his advisors, or between such advisors [a)(5) of the PRA]
b(6) Release would constitute a clearly unwarranted invasion of
P6 Release would constitute a clearly unwarranted invasion of
personal privacy [(b)(6) of the FOIA]
personal privacy |(a)(6) of the PRA]
b(7) Release would disclose information compiled for law enforcement
purposes |(b)(7) of the FOIA]
C. Closed in accordance with restrictions contained in donor's deed
b(8) Release would disclose information concerning the regulation of
of gift.
financial institutions [(b)(8) of the FOIA]
PRM. Personal record misfile defined in accordance with 44 U.S.C.
b(9) Release would disclose geological or geophysical information
2201(3).
concerning wells [(b)(9) of the FOIA]
RR. Document will be reviewed upon request.
Endowment mailing
tibtel
Withdrawal/Redaction Marker
Clinton Library
DOCUMENT NO.
SUBJECT/TITLE
DATE
RESTRICTION
AND TYPE
001. list
Endowment List (partial) (1 page)
12/30/94
b(6)
COLLECTION:
Clinton Presidential Records
First Lady's Office
Maggie Williams (Subject Files)
OA/Box Number: 10814
FOLDER TITLE:
Brochures [1]
2013-0359-S
ry1377
RESTRICTION CODES
Presidential Records Act - [44 U.S.C. 2204(a)]
Freedom of Information Act 15 U.S.C. 552(b)]
P1 National Security Classified Information [(a)(1) of the PRAJ
b(1) National security classified information |(b)(1) of the FOIA]
P2 Relating to the appointment to Federal office |(a)(2) of the PRA
h(2) Release would disclose internal personnel rules and practices of
P3 Release would violate a Federal statute [(a)(3) of the PRA
an agency |(b)(2) of the FOIA]
P4 Release would disclose trade secrets or confidential commercial or
b(3) Release would violate a Federal statute [(b)(3) of the FOIA]
financial information [(a)(4) of the PRA|
b(4) Release would disclose trade secrets or confidential or financial
P5 Release would disclose confidential advice between the President
information |(b)(4) of the FOIA]
and his advisors, or between such advisors [a)(5) of the PRA]
h(6) Release would constitute a clearly unwarranted invasion of
P6 Release would constitute a clearly unwarranted invasion of
personal privacy [(b)(6) of the FOIA]
personal privacy |(a)(6) of the PRA]
b(7) Release would disclose information compiled for law enforcement
purposes |(b)(7) of the FOIA]
C. Closed in accordance with restrictions contained in donor's deed
b(8) Release would disclose information concerning the regulation of
of gift.
financial institutions [(b)(8) of the FOIA]
PRM. Personal record misfile defined in accordance with 44 U.S.C.
b(9) Release would disclose geological or geophysical information
2201(3).
concerning wells |(b)(9) of the FOIA]
RR. Document will be reviewed upon request.
ENDOWMENT LIST:
MAILING ON 12/30/94:
ANN COX CHAMBERS
426 WEST PACES FERRY ROAD NW (H)
ATLANTA, GA 30305
404-233-4130
1400 LAKE HEARN DR. NE (O)
ATLANTA, GA. 30319
404-843-5101
ANN FISHER
114 LONG NECK PT ROAD
DARIEN, CT 06820
MRS. SUZANNE V. HASCOE
35 MASON ST
GREENWICH, CONNECTICUT 06830
203-629-3453 (H)
203-661-7600 (O)
MS LINDA JOHNSON-RICE
JOHNSON PUBLICATIONS
CHICAGO, IL
312-322-9200 (0)
LETTER SENT 1/8
MRS. NORMAN LEAR
SUITE 500
1999 AVENUE OF THE STARS
LOS ANGELES, CALIFORNIA
90067
310-553-3636
[001]
(b)(6)
MRS. THOMAS MCLARTY (DONNA)
2475 KALORAMA RD., NW
WASHINGTON, DC 20008
MRS. WILLIAM D. RUCKELSHAUS (JILL)
5520 WOODWAY
HOUSTON, TX 77056
LETTER SENT ON 1/9/95
HUGH MCCOLL, CHAIRMAN AND CEO
NATIONS BANK CORP
100 NORTH TRYON STREET
SUITE 5800
CHARLOTTE, NORTH CAROLINA 28255
January 9, 1995
Following letters have been sent in regard to the Endowment Fund:
Invitation to remain on the Board:
Mrs. Earle M. Craig, Jr.
Mrs. Nancy Folger
Mrs. Graham Gund
Mr. George B. Hartzog
Mr. Roger Horchow
Mr. A. Paul Prosperi
Mr. Alfred R. Stern
Mr. Susan Thomases
Invitation to become a member of the Board:
Mrs. Ann Cox. Chambers
Ms. Ann Fisher
Mrs. Suzanne B. Hascoe
Ms. Linda Johnson-Rice
Mrs. Lynn Lear (1/11/95)
Mr. Hugh McColl (1/9/95)
Mrs. Thomas McLarty
Mrs. William D. Ruckelshaus
CC Letters sent
Mr. Michael Berman - copy of letter text with materials
Erskine Bowles - copy of letter to Mr. Hugh McColl
Rev. 1/20/95
COMMITMENTS TO THE FUND
As of December 31, 1992
Philanthropists
The Annenberg Foundation
Mr. and Mrs. Perry R. Bass
Major Benefactors
Mr. and Mrs. Henry L. Hillman
The Henry L. Hillman Foundation
Anne Burnett and Charles Tandy Foundation
Benefactors
Abell Hanger Foundation
Mr. and Mrs. Earle M. Craig, Jr.
Mr. David Rockefeller
Patrons
American Bicentennial Presidential Inaugural Committee
ARCO Foundation
Boeing Company
The Amon G. Carter Foundation
Gov. and Mrs. William P. Clements, Jr.
Mrs. Charles W. Engelhard, Jr.
The Charles Engelhard Foundation
General Electric Company
Mr. and Mrs. Donald J. Hall
Hallmark Corporate Foundation
Mr. and Mrs. Frederic Hamilton
Mr. and Mrs. S. Roger Horchow
The John S. and James L. Knight Foundation
The Hon. and Mrs. John J. Louis, Jr.
Mr. Henry R. Luce III
The Henry Luce Foundation
Mobil Corporation
Mr. and Mrs. Peter O'Donnell, Jr.
The O'Donnell Foundation
Mr. and Mrs. Richard M. Scaife
Walt Disney Company
Sponsors
Ameritech Foundation
BBDO Advertising
Bell Atlantic Charitable Foundation
Capital Cities/ABC Foundation, Inc.
Mr. and Mrs. George P. Caulkins, Jr.
Chemical Banking Corporation
Chevron Corporation
Citibank
Charles E. Culpeper Foundation
E.I. du Pont de Nemours & Company, Inc.
Exxon Corporation
Mr. Bradford M. Freeman
The Bradford M. Freeman Foundation
Gates Foundation
General Mills Foundation
The George Gund Foundation
IBM Corporation
Johnson and Johnson
Mr. and Mrs. David A. Jones
KPMG Peat Marwick
Mrs. Jack C. Massey
Merrill Lynch and Company Foundation, Inc.
3M Foundation
Norfolk Southern Foundation
Paramount Communications Foundation
PepsiCo Foundation, Inc.
Philip Morris Companies, Inc.
Raytheon Company
Rockwell International
Mrs. Frances G. Scaife
Southern California Edison
Mrs. Margueritte Stevens
Union Pacific Corporation
UPS Foundation
Mr. Wheelock Whitney
The Whitney Foundation
Contributors
Mr. William Allman
Anonymous (1)
Archer-Daniels-Midland Foundation
Ms. Gillian Attfield
Baltimore Museum Antiques Show
Bellsouth Corporation
Mr. Riley P. Bechtel
The Royal Barney Hogan Foundation
Mr. Stephen D. Bechtel
S.D. Bechtel, Jr. Foundation
Mr. James F. Bere
BF Goodrich Company
Ms. Joan Bingham
Mr. Bill Blass
Burson Marstellar
Cooper Industries Foundation
Mrs. Gardner Cowles
Mr. and Mrs. Lester Crown
Arie and Ida Crown Memorial
Mr. and Mrs. Maurice R. Cutler
Mrs. David N. Danforth
Mr. Stephen Dart
The Justin Dart Family Foundation
The Dixon Gallery and Gardens
Mr. and Mrs. Nelson Doubleday
Dresser Foundation, Inc.
Mr. and Mrs. Robert W. Duemling
Mr. and Mrs. Reed Dulany
Emerson Charitable Trust
Mrs. Arlen I. Erdahl
Mrs. Deborah Fly
Mrs. Gerald R. Ford
Friends of the Lighthouse Museum
Mrs. Ruth E. Ganister
Ms. Joan Irwin Green
Mr. and Mrs. Gordon Gund
The Gordon and Llura Gund Foundation
Mr. and Mrs. Graham Gund
Mr. Mark Hampton
Mr. and Mrs. George B. Hartzog, Jr.
Haviland Collectors Internationale
HCA Foundation
Herrick Foundation
Hill & Knowlton, Inc.
Humana Foundation
International Paper Company Foundation
International Platform Association
Mrs. Lyndon B. Johnson
Mr. and Mrs. Samuel C. Johnson
Mr. Wally Kleine
Mr. William D. Kleine
K Mart Corporation
Mr. and Mrs. Jack Laughery
Mr. James Gregory Lord
Marsh & McLennan Companies
Mr. and Mrs. A. Minis, Jr.
Ms. Betty Monkman
Mrs. Eugene R. Monroe
The Monroe Foundation
Mr. and Mrs. Emil Mosbacher
The Emil Mosbacher, Jr. Foundation
Motorola Foundation
Mr. and Mrs. Carl M. Mueller
Multimedia, Inc.
Mrs. Roy E. Naftzger, Jr.
National Society of Colonial Dames
Mr. and Mrs. C. Hardy Oliver, Jr.
Mr. Leon Pascucci
Mr. and Mrs. Gordon Pattee
Pattee Charitable Lead Trust
Mrs. Duncan V. Patty
Mr. B.J. Pevehouse
Mr. and Mrs. John Pierrepont
Plexus Corporation
The Marjorie Merriweather Post Foundation
Mr. Robert T. Priddy
The Priddy Foundation
Mrs. Hilton S. Read
Mr. and Mrs. Paul Reber
Mr. and Mrs. Richard M. Reber
Dr. and Dr. Richard G. Reese
Rubbermaid Foundation
Mr. and Mrs. Jack M. Sneider
Mr. Seldon H. Solow
The Solow Foundation
St. John's Church
Mr. and Mrs. W. Laird Stabler, Jr.
Mr. Alfred R. Stern
The Hon. and Mrs. Robert Stuart
Mr. Vernon Taylor, Jr.
The Ruth and Vernon Taylor Foundation
Mr. and Mrs. Robert A. Underhill
Mr. George P. Viegelmann
Mr. Raymond J. Wean, Jr.
The Raymond John Wean Foundation
Mr. Craig M. Weaver
Mr. John L. Weinberg
The John L. Weinberg Foundation
Mr. and Mr. John C. Whitehead
The Whitehead Foundation
Mr. and Mrs. Robert Wohlgemuth
The Esther & Morton Wohlgemuth Foundation
Mrs. Jane M. Wolf
The Woodrow Wilson Birthplace and Museum
Woodward Governor Company Charitable Trust
The White House Endowment Jund
Clinton Presidential Records
Digital Records Marker
This is not a presidential record. This is used as an administrative
marker by the William J. Clinton Presidential Library Staff.
This marker identifies the place of a publication.
Publications have not been scanned in their entirety for the purpose
of digitization. To see the full publication please search online or
visit the Clinton Presidential Library's Research Room.
The
White House
Endoument
Jund
ANNUAL
REPORT
1992
Clinton Presidential Records
Digital Records Marker
This is not a presidential record. This is used as an administrative
marker by the William J. Clinton Presidential Library Staff.
This marker identifies the place of a publication.
Publications have not been scanned in their entirety for the purpose
of digitization. To see the full publication please search online or
visit the Clinton Presidential Library's Research Room.
The
White House
Endoument
Jund
ANNUAL
REPORT
1992
Clinton Presidential Records
Digital Records Marker
This is not a presidential record. This is used as an administrative
marker by the William J. Clinton Presidential Library Staff.
This marker identifies the place of a publication.
Publications have not been scanned in their entirety for the purpose
of digitization. To see the full publication please search online or
visit the Clinton Presidential Library's Research Room.
КОШ!!
The
White House
Endoument
Jund
ANNUAL
REPORT
1992
Clinton Presidential Records
Digital Records Marker
This is not a presidential record. This is used as an administrative
marker by the William J. Clinton Presidential Library Staff.
This marker identifies the place of a publication.
Publications have not been scanned in their entirety for the purpose
of digitization. To see the full publication please search online or
visit the Clinton Presidential Library's Research Room.
HISTORIC
PRESERVATION
THE MAGAZINE OF THE NATIONAL TRUST FOR HISTORIC PRESERVATION y MAYIJUNE 1991
BEATHER
DATE
0
Clinton Presidential Records
Digital Records Marker
This is not a presidential record. This is used as an administrative
marker by the William J. Clinton Presidential Library Staff.
This marker identifies the place of a publication.
Publications have not been scanned in their entirety for the purpose
of digitization. To see the full publication please search online or
visit the Clinton Presidential Library's Research Room.
treasure
Preserving an
PHOTOCOPY
PRESERVATION
WASHINGTON HOME/FEBRUARY 2, 1995
PHOTOCOPY
PRESERVATION
PHOTO BY ERIK KVALSVIK/THE WHITE HOUSE
The New Blue Room
found in an American room of the first quarter of the
By Jura Koncius
19th century." In fact, the room did not become blue
t's bolder, it's bluer, it's golder.
until 1837.
II
The Blue Room, one of the most visited
The 1972 window treatments were duplicated in
rooms of the White House, reopened for tours
gold and deeper blue silks by Scalamandre. Walls have
this week resplendent in brilliant sapphire blue
been covered in an 1820s gold-on-gold pattern, with a
and with a lot more gilt.
bold blue swag border, both by Brunschwig & Fils. All
Estimated cost-$358,000. Refurbishing is being
317 acanthus leaves in the cornice and the ceiling
paid for by the White House Endowment Fund, which
medallion were gilded.
The sapphire blue color was based on a piece of
used interest on the $12 million it has raised from
fabric found on one of the French Empire chairs in the
private donors since 1990.
room. The chairs, which date to 1817, were chosen by
The Blue Room, last decorated in 1972, had become
President James Monroe, in whose time the room was
worn, the draperies frayed and faded. The Committee
red.
PRESERVATION
for the Preservation of the White House recommended
"The last generations kept reproducing the faded
PHOTOCOPY
in 1990 that the room be redone. According to the
colors of the room," says Bob Bitter, a vice president of
White House, First Lady Hillary Rodham Clinton got
Scalamandre. "This committee chose to bring it back to
the period blue, much more rich and dramatic."
© WHITE HOUSE HISTORICAL ASSOCIATION
involved in 1993, taking "a hands-on approach" in
The First Lady will officially open the room on Feb.
reviewing colors, fabric samples and wallpapers.
Then and now: After more than 20 years, the pale shades of the
17, but the floor will remain bare for a while longer.
old Blue Room have given way to a brilliant sapphire.
The preservation committee says the room has been
The blue and gold rug being handmade by Scalamandre
painted and gilded in keeping with "the style of finish
is not expected to arrive before April.
THE WHITE HOUSE
WASHINGTON
February 14, 1995
Ms. Ann Cummis
Llewellyn Park
West Orange, New Jersey 07052
Dear Ms. Cummis:
Thank you for generously agreeing to
serve on the Board of Directors of the White
House Endowment Fund.
On February 17th, the Blue Room will be
officially reopened. The Endowment Board
meeting and luncheon are scheduled for the
same day. I hope that you will be able to
join me for the meeting and luncheon as well
as the Blue Room ceremony.
Sincerely yours,
Hillary Rodbom Clinton
Hillary Rodham Clinton
PHOTOCOPY
PRESERVATION
I H E
W H T E H O U S E
E NDOWMENT FUND
MAINTAINING
A NATIONAL TREASURE
Clinton Presidential Records
Digital Records Marker
This is not a presidential record. This is used as an administrative
marker by the William J. Clinton Presidential Library Staff.
This marker identifies the place of a publication.
Publications have not been scanned in their entirety for the purpose
of digitization. To see the full publication please search online or
visit the Clinton Presidential Library's Research Room.
YOUR HELP IS DEEPLY APPRECIATED. TAX DEDUCTIBLE CONTRIBUTIONS
MAY BE MADE TO:
The White House Endoument Jund
IT IS MY INTENTION TO CONTRIBUTE $
NAME:
TO THE WHITE HOUSE ENDOWMENT FUND AS FOLLOWS:
-
1.) HEREWITH: $
ADDRESS:
STREET
2.) IN 199
: $
CITY
STATE
ZIP
3.) IN 199
: $
TELEPHONE:
AREA CODE
740 JACKSON PLACE, NW
WASHINGTON, D.C. 20503
WASHINGTON, D.C. 20503
740 JACKSON PLACE, N.W.
-
THE WHITE HOUSE ENDOWMENT FUND
THE WHITE HOUSE
and its
COLLECTION OF FINE AND DECORATIVE ARTS
April 25, 1995
THE WHITE HOUSE IS THE ONLY EXECUTIVE RESIDENCE IN THE WORLD THAT IS
REGULARLY OPEN TO VISITATION BY TTS CITIZENS WITHOUT CHARGE. AIMOST ONE
AND ONE-HALF MILLION OF THEM VISIT EACH YEAR; AND A RECENT SURVEY FOUND
THAT 27% OF ALL AMERICANS HAVE VISITED THE WHITE HOUSE. BETWEEN 35-
40,000 GUESTS ARE ENTERTAINED ANNUALLY, AND ANOTHER 15,000 PLUS ARE
HOSTED AT SPECIAL CEREMONIES.
1800-1960:
From the earliest days the Congress has appropriated
funds to maintain the structure and basic needs of the White House and
its grounds. To supplement modest appropriations for furnishings, the
President was authorized, from time to time, to sell worn or obsolete
household goods and use the proceeds to furnish the White House as he saw
fit. The preferred method of disposition between 1810-1902 was public
auction: mantels, chandeliers, carpets, state china and furniture were
all put on the auction block.
When President Truman refurbished the White House following its
renovation in 1952, over 75% of the furnishings in the public rooms were
reproductions and the fine arts (other than portraits) consisted of 15
paintings; 10 of which were foreign scenes by foreign artists.
1961-1989:
In 1961, when Mrs. Kennedy initiated the program to
restore the historic integrity of the public rooms and to establish a
permanent Collection of Fine and Decorative Arts, the Congress enacted
legislation to provide for administration of the White House by the
Secretary of the Interior (through the National Park Service) and de-
clared the furnishings of the public rooms and the Collection to be the
inalienable property of the White House. The Congress, however, did not
provide appropriated funds either to furnish the public rooms or to
acquire/preserve the Collection. Funding for these purposes was provided
from profits earned on sales of White House publications by the White
House Historical Association and through private gifts and loans solicit-
ed, primarily, by Mrs. Kennedy and Mrs. Nixon.
1990-To Date:
Ad hoc funding arrangements proved inadequate for
support of the public rooms and the Collection. To provide an assured
source of funding, former First Lady Barbara Bush in 1990 directed the
creation of The White House Endowment Fund to raise a permanent endowment
of at least $25 million, the income from which would be used to support
the public rooms and the Collection in perpetuity. From its organization
through December 31, 1994, The Endowment Fund had raised approximately
$12,500,000, earnings from which have paid for refurbishing the Blue Room
and marble restoration and carpeting in the East Room.
(Over)
2
THE PUBLIC ROOMS
There are 10 public rooms consisting of: the Library, the Vermeil
Room, the China Room, Diplomatic Reception Room on the ground floor, East
Room, Green Room, Blue Room, Red Room, State Dining Room, and the En-
trance Hall on the first or State floor. Extensive use requires substan-
tial annual repair/replacement of the decor of the public rooms and
complete refurbishing (floors, carpeting, wallcoverings, draperies,
painting/regilding) of each room every 8 to 10 years.
THE COLLECTION
The Collection of Fine and Decorative Arts requires annual conserva-
tion/replacement of breakage, etc., PLUS a sustained acquisition program:
To expand the Collection of paintings and to acquire those now on loan to
the White House; many pieces of original White House furnishings missing
from the Collection need to be acquired; and reproductions should be
replaced with authentic American-made antiques.
The White House Endowment Fund
FACT SHEET
The White House Endowment Fund was incorporated in 1990 as a
non-profit charity and wholly-owned subsidiary of the White House
Historical Association. The purpose of The Fund is to raise a
$25 million endowment to provide permanent support of the White
House Collection of fine art and furnishings and to preserve the
historic character of the public rooms of the White House.
A Board of Directors of up to 21 members is elected annually
for one-year terms and is responsible for the fund-raising
campaign. Arrangements have been made for the White House
Historical Association to administer the endowment.
As of February 28, 1995, total assets of The Fund are
$13,550,000. An additional $348,000 in pledges have been made.
Riggs National Bank serves as custodian, Luther King & Associates
manages the equity accounts, and Morgan Stanley manages fixed
income investments.
The Board of Directors has approved an annual spending
policy of four percent of the average market value, less
operating expenses. Operating expenses for 1995 are budgeted at
less than two percent of The Fund's market value.
Past expenditures and current obligations of The Fund
through 1995 amount to $665,000. Projects have included a major
refurbishing of the Blue Room, purchase of additional state china
to supplement the inventory of several existing patterns which
have been reduced through breakage, and purchase of a carpet for
the East Room and restoration of the marble in the room.
Contributions to The White House Endowment Fund may be made
by check or gifts of securities, both of which are tax-deductible
to the maximum extent allowed by law. Contributions can be made
in the form of multiple-year pledges.
740 JACKSON PLACE, NW
WASHINGTON, D.C. 20503
202/789-1145
FAX 202/789-0440
I Il E
WHITE HOUSE
ENDOWMENT FUND
BOARD OF DIRECTORS
Mrs. Nancy M. Folger, Chairman
Mrs. Earle M. Craig, Jr.
Mr. A. Paul Prosperi
Mr. William D. Rollnick, Vice Chairman
Mrs. Ann Cummis
Mrs. Judith D. Pyle
Mr. George B. Hartzog, Jr., Treasurer
Mrs. Ann Fisher
Linda Johnson Rice
Mrs. Graham Gund, Secretary
Mrs. Suzanne V. Hascoe
Mrs. William D. Ruckelshaus
Mr. Rutgers Barclay
Mr. Roger Horchow
Mr. Alfred R. Stern
Mrs. Carol Biondi
Mrs. Donna McLarty
Ms. Susan P. Thomases
I,,,
WHITE HOUSE
ENDOWMENT FUND
FOUNDATION CONTRIBUTIONS AND PLEDGE
$1,000,000
$100,000 $249,999
$10,000 - $24,999
The Annenberg Foundation
The American Bicentennial
S.D. Bechtel Foundation
Presidential Inaugural Committee
The Justin Dart Family Foundation
$500,000 $999,999
The Amon G. Carter Foundation
Mr. Stephen Dart
Anne Burnett and Charles Tandy
The Charles Engelhard Foundation
Edward C. Johnson Fund
Foundation
Mrs. Charles W. Engelhard, Jr.
Herrick Foundation
The Henry L. Hillman
Hallmark Corporate Foundation
The Marjorie Merriweather Post
Foundation, Inc.
The John S. and James L. Knight
Foundation
Mr. and Mrs. Henry L. Hillman
Foundation
The Priddy Foundation
The Henry Luce Foundation
Mr. Robert T. Priddy
$250,000 $499,999
Mr. Henry R. Luce, III
The Solow Foundation
Abell Hanger Foundation
The O'Donnell Foundation
Mr. Sheldon H. Solow
The 52nd Presidential Inaugural
Mr. and Mrs. Peter O'Donnell, Jr.
The John L. Weinberg Foundation
Foundation
$25,000 $49,999
$5,000 $9,999
Charles E. Culpepper Foundation
The Monroe Foundation
Bradford M. Freeman Foundation
Mrs. Eugene R. Monroe
Mr. Bradford M. Freeman
The Ruth and Vernon Taylor
The George Gund Foundation
Foundation
The Whitney Foundation
Mr. Vernon Taylor, Jr.
Mr. Wheelock Whitney
The Whitehead Foundation
Mr. and Mrs. John C. Whitehead
I II
WHITE HOUSE
ENDOWMENT FUND
TRIB U.T IONS AND P&L EDGES
$150,000
$25,000 $49,999
$5,000 $9,999
Atlantic Richfield Corporation
BBDO
Archer-Daniels-Midland Company
General Electric Company
Bell Atlantic Corporation
Burson-Marsteller
Walt Disney Company
Chemical Banking Corporation
Cooper Industries
Exxon Corporation
Emerson Electric Company
$100,000 $149,999
Gates Corporation
Hospital Corporation of America
Boeing Company
General Mills, Inc.
Humana, Inc.
Mobil Corporation
Johnson and Johnson
International Paper Company
Merrill Lynch and Company
Rubbermaid, Inc.
$50,000 $99,999
Norfolk Southern Corporation
Springs Industries
Ameritech
Raytheon Company
Woodward Governor Company
Capital Cities/ABC, Inc.
Rockwell International
Chevron Corporation
Southern California Edison
$1,000 $4,999
Ciricorp
Borg-Warner Corporation
E.I. du Pont de Nemours &
$10,000 $24,999
Marsh McLennan Companies
Company, Inc.
B.F. Goodrich Company
Multimedia, Inc.
IBM Corporation
Bechtel Group
Luther King Capital Management
KPMG Pear Marwick
BellSouth Corporation
Minnesota and Mining and
Dresser Industries
$1 $999
Manufacturing Company
K Mart Corporation
Plexus Corporation
Paramount Communications
Motorola, Inc.
PepsiCo, Inc.
Phillip Morris Companies
Union Pacific Corporation
United Parcel Service of America
I₁₁₁.
ENDOWMENT FUND
PRIVATE CONTRIBUTIONS AND PLEDGES
$1,000,000
Ms. Susan P. Thomases
Mr. Nathaniel Crane
Mr. and Mrs. Perry Bass
Mrs. David N. Danforth
$2,500 - $4,999
Dixon Gallery and Gardens
$250,000 - $499,999
Mr. and Mrs. Gordon Gund
Mrs. Arlen 1. Erdahl
Mr. and Mrs. Earle M. Craig, Jr.
The Gordon and Llura
Mrs. Deborah Fly
Mr. David Rockefeller
Gund Foundation
Mrs. Gerald R. Ford
Mr. Mark Hampton
Friends of the Lighthouse
$100,000 - $249,999
Mr. and Mrs. Neil W.
Museum
The Honorable and
Horstman
Mrs. Ruth E. Ganister
Mrs. William P. Clements, Jr.
Haviland Collectors
Mr. and Mrs. Donald Hall
$1,000 - $2,499
International
Mr. and Mrs. Frederic Hamilton
Ms. Joan Bingham
Hoover Presidential Library
Mr. and Mrs. Roger Horchow
Mr. Bill Blass
Association
The Honorable and
Mrs. Gardner Cowles
International Platform
Mrs. John J. Louis, Jr.
Mr. and Mrs. Lester Crown
Association
Mr. William D. Rollnick and
Arie and Ida Crown
Mr. Wally Kleine
Nancy Ellison
Memorial
Ms. Patricia H. Labalme
Mr. and Mrs. Richard M. Scaife
Mr. and Mrs. Maurice T.
Mr. James Gregory Lord
Cutler
The Mantua Women's Club
$50,000 - $99,999
Mr. and Mrs. Reed Dulany
Ms. Betty Monkman
Mr. and Mrs. David A. Jones
Ms. Joan Irwin Green
Mrs. Judith C. Mullen
Mrs. Jack C. Massey
Mrs. Lyndon B. Johnson
National Society of Colonial
Mr. and Mrs. Samuel C.
Dames
$25,000 - $49,999
Johnson
Mr. and Mrs. John Pierrepont
Mr. and Mrs. George P. Caulkins, Jr.
Mr. William D. Kleine
Mrs. Hilton S. Read
Mrs. Nancy M. Folger
Mr. and Mrs. Jack Laughery
Mr. and Mrs. Richard M.
Mr. and Mrs. Thomas McLarty
Mr. and Mrs. Emil Mosbacher
Reber
Mrs. Francis G. Scaife
Emil Mosbacher, Jr.
Dr. and Dr. Richard G. Reese
Mrs. Margueritte Stevens
Foundation
Mr. and Mrs. Jack M. Snieder
Mr. and Mrs. Carl Mueller
St. John's Church
$10,000 - $24,999
Mrs. Roy E. Naftzger
Mr. and Mrs. W. Laird
Mrs. Gillian Attfield
Mr. Leon Pascucci
Stabler, Jr.
Mr. and Mrs. Clive Cummis
Mr. and Mrs. Gordon Pattee
The Tuscaloosa County
Mr. and Mrs. Frank Biondi
Pattee Charitable Lead
Preservation Society
Mrs. Robert W. Duemling
Trust
Mr. and Mrs. Robert A.
Mr. and Mrs. Graham Gund
Mrs. Duncan V. Patty
Underhill
Mr. and Mrs. Thomas Pyle
Mr. and Mrs. Paul Reber
Mr. George P. Viegelman
The Pyle Family Foundation, Inc.
State Historical Society
Mr. Lowry Watkins, Jr.
Mr. and Mrs. William D.
of Wisconsin
Mr. Raymond J. Wean, Jr.
Ruckelshaus
Mr. and Mrs. Robert
The Raymond John Wean
Wohlgemuth
Foundation
$5,000 - $9,999
The Esther and Morton
Mr. Craig M. Weaver
Mr. and Mrs. Rutgers Barclay
Wohlgemuth Foundation
Winnetka Community House
Mrs. William N. Cafritz
Mrs. Jane Wolf
Mr. and Mrs. Nelson Doubleday
$1 - $999
Women's Association of
Mr. and Mrs. George B. Hartzog, Jr.
Alexandria Historical Society,
Hilton Head
Mr. and Mrs. A. Minis, Jr.
Inc.
The Woodrow Wilson
Mr. and Mrs. Hardy Oliver, Jr.
Baltimore Museum Antiques
Birthplace and Museum
Mr. and Mrs. B.J. Pevehouse
Show
Mr. Alfred R. Stern
The Colonial Williamsburg
Mr. and Mrs. Robert D. Stuart, Jr.
Foundation
The Handbook of
THE WHITE HOUSE
ENDOWMENT FUND
February, 1990
(Updated May, 1993)
Table of Contents
I. Background of the Need for an Endowment Fund
1
II. The White House Endowment Fund
2
III. Guidelines for the Development Plan
3
IV. Expenditure of Income from the Endowment
4
V.
Organizations and Persons Associated with the Public Rooms
of the White House
4
Exhibits
1. Public Law 87-286
2. Executive Order 11145 and Amendment
3. White House Collections Policy - (Background material for fundraising
purposes)
4. The White House's Certificate of Accreditation from the American
Association of Museums
5. Articles of Incorporation of the Fund
6. Bylaws of the Fund (Conformed Copy)
7. Internal Revenue Service Tax Exempt Determination Letter for the Fund
8. Fact Sheet on the White House Historical Association
9. Charter of the Committee for the Preservation of the White House
10. Summary of Fund Investment and Spending Policy (April, 1993)
11. Members of WHEF Board (May, 1993)
12. 1992 Annual Report
I. Background of the Need for an Endowment Fund
The White House interiors have not always looked as they do
today. During the nineteenth and most of the twentieth century,
the White House furnishings and interior decoration changed
frequently; the rooms were an extension of each First Family's
personal taste, style, and often its pocketbook. The rooms
mirrored America's changing decorative styles: Federal, Victorian,
Art Nouveau, Colonial Revival and others in between. While there
has always been a core of historic objects in the house, some of
the furniture and furnishings were sold, or stored, or replaced,
or often given away.
In 1960, Mrs. Eisenhower, with the assistance of the National
Society of Interior Designers, began a program to establish a
permanent collection of antique American furnishings for the White
House. At that time her efforts were focussed on the Diplomatic
Reception Room on the ground floor.
Expanding on this project, in 1961 Mrs. Kennedy initiated a
major acquisition program to restore the principal corridor and the
public rooms on the ground floor and the public rooms on the State
floor. She believed that this restoration should be a matter of
scholarship rather than redecoration. In order to accomplish her
objective, Mrs. Kennedy formed a Fine Arts Committee of historians,
curators, collectors, and interior designers. She asked them to
search for furniture once used in the Executive Mansion and for
other furnishings appropriate to the first quarter of the 19th
1
century. Thus in 1961 the museum development of the principal
corridor and public rooms on the ground floor and the State Rooms
on the first floor began, and the basic elements of an important
collection of American decorative arts were assembled.
Mrs. Kennedy's effort was supported by legislation which
insured its permanence. Public Law 87-286, passed by Congress on
September 22, 1961, states in part that, "Articles of furniture,
fixtures, and decorative objects within the White House shall be
considered inalienable and property of the White House. " This law
provided the foundation on which the White House could begin to
build a permanent collection of decorative and fine arts. As a
result of these efforts and the efforts of every subsequent First
Lady, the public rooms of the White House are now more beautifully
appointed than ever before in their history.
II. The White House Endowment Fund
It became apparent that the continuing needs of the public
rooms of the White House require a consistent and dependable source
of funds. Those needs had been met in the past by assistance from
the White House Historical Association, gifts in kind, or
contributions from private citizens on an ad hoc basis, but this
is a makeshift approach. The Federal Government does provide funds
for general maintenance, heat, light and security; however, this
does not address the needs of the museum aspect of the White House
and its collection.
2
In January, 1990 the White House Historical Association
created a wholly-owned subsidiary, a non-profit, tax-exempt
corporation, The White House Endowment Fund. The mission of the
Endowment Fund is to establish a permanent endowment of twenty-five
million dollars. The income from this endowment will be used for:
- conservation of the objects in the White House fine and
decorative arts collection;
- preservation of the museum character of the principal
corridor, and the public rooms on the ground floor, and the public
rooms on the State floor of the White House (this would include,
among other things, funds required for draperies, carpets, or wall
coverings) ; and
- acquisitions for the permanent collection in accordance
with the White House Collections policy and in consultation with
the Presidentially appointed Committee for the Preservation of the
White House.
III. Guidelines for the Development Plan
The development plan will be low-key, national, and nonpartisan.
It will consist principally of personal, direct solicitation of
contributions by members of the Board. The prospects for
solicitation are the members of the Board, those identified by the
Board and staff, and those identified by others. The prospects
will be individuals, corporations, and foundations.
There are several different forms for making contributions to
3
the Fund. All forms are tax deductible to the maximum extent
allowed by law.
The Fund does not accept tangible gifts. Those wishing to
donate objects to the White House collection should contact the
Curator of the White House directly.
IV. Expenditure of Income from the Endowment
The mission of the White House Endowment Fund is to raise a
twenty-five million dollar permanent endowment for the public rooms
of the White House. Decisions with respect to expenditures of the
income from the endowment will be made only upon request from the
President and/or the First Lady, the Curator and the Chief Usher
in consultation with the Committee for the Preservation of the
White House. Administrative expenses of The White House Endowment
Fund will also be funded from endowment income.
V.
Organizations and Persons Associated with the Public Rooms of
the White House.
The White House Historical Association was established on
November 3, 1961. Its purpose is to enhance understanding,
appreciation, and enjoyment of the Executive Mansion. The
Association's publications include The White House: An Historic
Guide now in its sixteenth edition. All net proceeds from the
sales of its books, Christmas ornaments, and other educational
4
materials are used to support related publications and activities,
and to assist the conservation, preservation, and acquisition
programs of the White House upon request from the White House and
with the approval of its Board of Directors.
The first Curator of the White House was appointed in 1961.
The position was formally established through Executive Order 11145
in 1964. The Curator oversees the research, cataloging, and
preservation of the collection and advises on matters of
acquisition.
The Committee for the Preservation of the White House was also
established by Executive Order 11145 in 1964 under President Lyndon
Johnson. The Executive Order states in Section 3. (a) : "The
Committee shall report to the President and shall advise the
Director of the National Park Service with respect to the discharge
of his responsibility under the act of September 22, 1961 for the
preservation and the interpretation of the museum character of the
principal corridor on the ground floor and the principal public
rooms on the first floor of the White House. Among other things,
the Committee shall make recommendations as to the articles of
furniture, fixtures, and decorative objects which shall be used or
displayed in the aforesaid areas of the White House and as to the
decor and arrangements therein best suited to enhance the historic
and artistic values of the White House and of such articles,
fixtures, and objects."
5
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Divider Title:
1
Public Law 87-286
AN ACT
September 22. 1961
(S. 2422)
Concerning the White House and providing for the care and preservation of its
historic and artistic contents.
Be it enacted by the Senate and House of Representatives of the
White House.
Preservati of
United States of America in Congress assembled, That all of that por-
museum character.
tion of reservation numbered 1 in the city of Washington, District of
Columbia, which is within the President's park enclosure, comprising
eighteen and seven one-hundredths acres, shall continue to be known
as the White House and shall be administered pursuant to the Act
of August 25, 1916 (39 Stat. 535; 16 U.S.C. 1-3), and Acts supplemen-
tary thereto and amendatory thereof. In carrying out this Act
primary attention shall be given to the preservation and interpretation
of the museum character of the principal corridor on the ground floor
and the principal public rooms on the first floor of the White House,
but nothing done under this Act shall conflict with the administration
of the Executive offices of the President or with the use and occupancy
of the buildings and grounds as the home of the President and his
family and for his official purposes.
Historic con-
acquisi-
SEC. 2. Articles of furniture, fixtures, and decorative objects of the
tions.
White House, when declared by the President to be of historic or
artistic interest, together with such similar articles, fixtures, and
objects as are acquired by the White House in the future when
Storage at Smith-
sonian Institution.
similarly so declared, shall thereafter be considered to be inalienable
and the property of the White House. Any such article, fixture, or
object when not in use or on display in the White House shall be
transferred by direction of the President as a loan to the Smithsonian
Institution for its care, study, and storage or exhibition, and such
articles, fixtures, and objects shall be returned to the White House from
the Smithsonian Institution on notice by the President.
White House
Police
SEC. 3. Nothing in this Act shall alter any privileges, powers, or
Secret Service.
duties vested in the White House Police and the United States Secret
Service, Treasury Department, by section 202 of title 3, United States
Code, and section 3056 of title 18, United States Code.
Approved September 22, 1961.
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Divider Title:
2
Executive Order 11145
PROVIDING FOR A CURATOR OF THE WHITE
President, under section 2 of the Act of September 22,
HOUSE AND ESTABLISHING A COMMITTEE
1961, to be of historic or artistic interest.
FOR THE PRESERVATION OF THE WHITE
SEC. 2. There is hereby established the Committee
HOUSE
for the Preservation of the White House, hereinafter
WHEREAS the White House, as the home of the
referred to as the "Committee". The Committee shall
highest elective officer of the United States
be composed of the Director of the National Park
-symbolizes the American ideal of responsible self-
Service, the Curator of the White House, the Secretary
government
of the Smithsonian Institution, the Chairman of the
- is emblematic of our democracy and our national
Commission of Fine Arts, the Director of the National
Gallery of Art, the Chief Usher of the White House,
purpose
and seven other members to be appointed by the
has been intimately associated with the personal
President. The Director of the National Park Service
and social life of the Presidents of the United States
shall serve as Chairman of the Committee and shall
and many of their official acts
designate an employee of that Service to act as Execu-
-occupies a particular place in the heart of every
tive Secretary of the Committee. Members of the
American citizen, and
Committee shall serve without compensation.
WHEREAS certain historic rooms and entrance-
SEC. 3. (a) The Committee shall report to the
ways in the White House
President and shall advise the Director of the National
possess great human interest and historic sig-
Park Service with respect to the discharge of his
nificance
responsibility under the Act of September 22, 1961,
- traditionally have been open to visitors
for the preservation and the interpretation of the
- have provided pleasure and patriotic inspiration
museum character of the principal corridor on the
to millions of our citizens
ground floor and the principal public rooms on the
first floor of the White House. Among other things,
-have come to be regarded as a public museum
the Committee shall make recommendations as to the
and the proud possession of all Americans, and
articles of furniture, fixtures, and decorative objects
WHEREAS the Congress by law (Act of September
which shall be used or displayed in the aforesaid areas
22, 1961), (75 Stat. 586) has authorized the care and
of the White House and as to the decor and arrange-
preservation of the historic and artistic contents of the
ments therein best suited to enhance the historic and
White House and has given the President certain
artistic values of the White House and of such articles,
responsibilities with regard thereto:
fixtures, and objects.
NOW, THEREFORE, by virtue of the authority
(b) The Committee shall cooperate with the White
vested in me as President of the United States, it is
House Historical Association, a nonprofit organization
ordered as follows:
heretofore formed under the laws of the District of
SECTION 1. (a) There shall be in the White House
Columbia.
A Curator of the White House. The Curator shall
(c) The Committee is authorized to invite indi-
assist in the preservation and protection of the articles
viduals who are distinguished or interested in the fine
of furniture, fixtures, and decorative objects used or
arts to attend its meetings or otherwise to assist in
displayed in the principal corridor on the ground floor
carrying out its functions.
and the principal public rooms on the first floor of the
SEC. 4. Constant with law, each Federal department
White House, and in such other areas in the White
and agency represented on the Committee shall fur-
House as the President may designate.
nish necessary assistance to the Committee in accord-
(b) The Curator shall report to the President and
ance with section 214 of the Act of May 3, 1945,
shall make recommendations with respect to the
59 Stat. 134 (31 U.S.C. 691). The Department of the
articles. fixtures, and objects to be declared by the
Interior shall furnish necessary administrative services
for the Committee.
The White House,
March 7, 1964.
Lyndon B. Johnson
FOR IMMEDIATE RE ASE
TOLSON
Office of the White House Fress Secretary
MN15
FILE
THE WHITE HOUSE
EXECUTIVE ORDER
AMENDING EXECUTIVE ORDER NO. 11145 WITH
RESPECT TO THE MEMBERSHIP OF THE COMMITTEE
FOR THE PRESERVATION OF THE WHITE HOUSE
By virtue of the authority vested in me as President of the United States,
Executive Order No. 11145 of March 7, 1964, "Froviding for a Curator of the
White House and Establishing a Committee for the Preservation of the White
House, " is hereby amended by substituting the following for section 2:
"Sec. 2. There io hereby established the Committee for the Preservation of
the White House, hereinafter referred to as the 'Committee'. The Committee
shall be composed of the Director of the National Park Service, the Curator
of the White House, the Secretary of the 3mithsonian Institution, the Chairman
of the Commission of Fine Arts, the Director of the National Gallery of Art,
the Chief Usher of the White House, and 50 many other members as the Presiden
may from time to time appoint. The Director of the National Fark Service shall
serve as Chairman of the Committee and shall designate an employee of that
Service to act as Executive Secretary of the Committee. Members of the
Committee shall serve without compensation."
/s/ RICHARD NIXON
THE WHITE HOUSE,
OCTOBER 13, 1970.
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THE WHITE HOUSE
WASHINGTON
COLLECTIONS POLICY
The White House, constructed between 1792 and 1800, is the
official residence of the President of the United States and a
living historic house museum. It has a special collection of
historic objects associated with the White House and the
presidency.
COLLECTING GOALS
The White House collection of fine and decorative arts
encompasses works by a variety of American artists and
representative examples of the works of American and European
craftsmen. Since the first work of art, the portrait of George
Washington by Gilbert Stuart, was acquired for the President's
House in 1800, objects have been purchased by or donated to the
White House. Works are acquired for exhibition and study as well
as for functional use.
Fine Arts
A major collection of American fine arts including paintings,
sculpture and prints has been acquired for the permanent
collection. Policies regarding the acquisition of fine arts for
the permanent collection have been refined by the Fine Arts
Sub-Committee of the Committee for the Preservation of the
White House. To summarize the policy written in 1981, fine arts
objects will be collected in the following areas:
1. Life portraits of Presidents and First Ladies
2. Paintings (landscapes and seascapes) representing
geographical areas of the United States, particularly
those areas not well represented in the collection - the
West, Southwest, Pacific Northwest, the South.
3. Paintings of extraordinary quality by leading American
artists.
Works of an artist are not considered for acquisition until the
artist is deceased and the work executed 25 years from the
current date. Life portraits of Presidents and First Ladies are
excepted.
-2-
Decorative Arts
Decorative arts objects will continue to be acquired if they meet
the following criteria:
1. Objects with previous White House association, including
architectural elements once removed from the building.
2. Objects associated with a former President or First Lady,
particularly if the objects were used in the White House.
No items of a personal nature such as clothing will be
acquired. An object presented to a President or First
Lady, either while in office or out of office, will be
evaluated carefully for determination as to its
appropriateness for the White House collection.
3. Objects reflecting the highest tradition of late 18th,
19th and early 20th century American craftsmanship which
complement the existing White House collections. Works
by contemporary craftsmen or companies will not be
considered for acquisition.
Manuscript and Documentary Materials
The White House will collect manuscript materials, letters,
documents, prints and photographs which relate directly to the
White House, its architecture and collections. Presidential
materials such as letters will be acquired only if they directly
relate to the White House or life in the White House.
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4
The Accreditation
Commission of the
American Association
of Museums
certifies that
The White House
has demonstrated a professional level of
operation in accordance with the standards
of excellence prescribed by the American
Association of Museums, and is hereby
awarded this certificate of accreditation.
Bayler. November 16, 1988
Jie
FOR RELEASE: Dec. 20, 1988
CONTACT: Edward Able
ews Release
American
(202) 289-1818
Association
of
Museums
WHITE HOUSE RECEIVES OFFICIAL ACCREDITATION AS MUSEUM
Nation's First Home Becomes First Museum
The White House, the nation's best known historic home, has received
official accreditation as a museum by the American Association of Museums. Of
more than 6,500 museums nationwide, only 673 have met the standards necessary
to be awarded this recognition.
Accreditation by the AAM is awarded after a museum has met specific
guidelines in conservation, interpretation and management of the collection.
The standards and guidelines are set by a committee of leading museum
professionals from around the country who form the AAM's Accreditation
Commission.
The AAM's executive director, Edward H. Able, said: "It is terribly
exciting for the AAM to make this award and accredit our nation's First Home
as our 'First Museum' ".
"First Lady Nancy Reagan deserves special recognition for her
interest and efforts that allowed the conservation and preservation of
historically significant White House furnishings and for her support of
ongoing restoration projects. Too, the Office of the Curator and other White
House Residence staff members are due very special commendation for their hard
work and dedication."
(more)
museum
add one
The White House collection of fine arts encompasses works by a
variety of American artists; decorative pieces include representative examples
by American and European craftsmen. Since 1800 when the first painting -- a
portrait of George Washington by Gilbert Stuart -- was acquired for the
President's house, thousands of important objects have been purchased by or
donated to the White House.
The principal museum areas of the house include the ground floor
corridor and the public rooms on the first floor, many of the popular stops
on public tours: the East Room, Green Room, Blue Room, Red Room and State
Dining Room. Professional management of the collections extends to private
areas as well, including the China Room, the Map Room and the Diplomatic
Reception Room.
According to Able, the award is "all the more significant because
the White House is a living historic house and subject to all the added
pressures associated with being the home of our President."
The AAM accreditation program was established in 1970 to set national
standards for the museum community. Through a process of self-examination and
study, the program seeks to assess an institution's overall quality and
performance. AAM accreditation certifies that a museum has met accepted
standards established through peer review.
Based in Washington, DC the AAM is the national association for
museums and museum professionals. More than 2,300 institutions belong to the
AAM, from art museums and zoos to technology centers and historic homes.
#
#
#
American Association of Museums, 1225 Eye St., NW, Washington, DC 20005
am
American
Association
of
Museums
Janaury 13, 1989
Gary Walters
Head Usher
The White House
Office of the Curator
Washington, DC 20500
Dear Mr. Walters:
I am pleased to inform you that, after thoughtful review and deliberation, the
Accreditation Commission of the American Association of Museums is granting
accreditation to The White House. The commission grants accreditation with
commendation citing the institution's care and concern exercised in the
utilization of the collections in view of the unusual and public nature of The
White House.
Museum accreditation certifies that your institution has undergone the
rigorous, professional examination established by the American Association of
Museums through the completion of the detailed self-study and the review of
the museum's operations by a visiting committee of the AAM Accreditation
Commission. The visiting committee's narrative report and evaluation are
enclosed for your information. Also, please find enclosed an accreditation
package which contains materials to use in promoting your museum's accredited
status.
You will receive a certificate of accreditation to display to the public as
you deem suitable. The AAM Accreditation Commission would appreciate your
reading the enclosed Notification of Intent to Award Museum Accreditation. It
should be signed by you and the head of your governing body, and returned at
your earliest convenience.
Thank you for your patience and your support of the accreditation program.
Congratulations!
Sincerely,
RDaylor.
Roy L. Taylor, Ph. D., Chairman
Accreditation Commission
RLT:mab
CC: Rex Scouton, Curator, The White House
William Richards, Chairman, Visiting Committee
Beatrix Rumford, Member, Visiting Committee
1225 Eye Street
Telephone
Northwest
(202) 289-1818
Washington DC
20005
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RCV BY:SILVERSTEIN & MULLENS ; 1-12-90 ; 2:31PM ;301 332 1178
2024527994:# 3
STATE OF MAR YLAND
43009
STATE DEPARTMENT OF
ASSESSMENTS AND TAXATION
301 West Preston Street Bultimore. Maryland 21201
DATE: JANUARY 12, 1990
THIS IS TO ADVISE YOU THAT YOUR ARTICLES DF INCORPORATION FOR
THE WHITE HOUSE. ENDOWMENT FUND, A NON PROFIT CORPORATION
ERE RECEIVED AND APPROVED FOR RECORD ON JANUARY 12, 1990 AT 10:07 AM.
FEE PAID:
101.00
DEPARTMENT STATE E OF OF ASSESSMENTS MANYLAND AID TAXATION
PAUL B. ANDERSON
ASSISTANT ADMINISTRATOR
AT5-031
ARTICLES OF INCORPORATION
OF
THE WHITE HOUSE ENDOWMENT FUND, A NONPROFIT CORPORATION
To: Maryland State Department of
Assessments and Taxation
Baltimore, Maryland
I, the undersigned natural person of the age of
eighteen years or more, acting as incorporator of a
corporation, adopt the following Articles of
Incorporation for such corporation pursuant to $2-102 of
the Corporations and Associations article of the
Annotated Code of Maryland:
FIRST: The name of the corporation is THE WHITE
HOUSE ENDOWMENT FUND, A NONPROFIT CORPORATION.
SECOND: The period of duration is perpetual.
THIRD: The purposes for which the corporation is
organized are:
1. To solicit and accept gifts of money and
other property, real or personal, for the acquisition,
preservation and enhancement of the fine arts
collection, furniture and furnishings of the White
House;
2. To provide funds for the acquisition of
fine arts and decorative objects for the permanent
collection in accordance with the White House Collection
policy as approved by the Committee for the Preservation
of the White House;
3. To provide funds for the conservation of
the objects in the permanent White House fine and
decorative arts collection;
4. To provide funds for the preservation of
the museum character of the main corridor and the public
rooms on the ground floor and the public rooms on the
State floor of the White House;
5. To assist the Secretary of the Interior
in effectuating the national policy for preserving for
public use historical sites, buildings, and objects of
national significance for benefit of the people of the
United States and the National Park Service in its
scientific, educational and related interpretive
activities involving the White House and certain other
historic properties;
- 2 -
6. To engage in any lawful act or activity
for which nonprofit corporations may be organized under
the laws of the State of Maryland and the provisions of
§§501 (c) (3) and 509 (a) of the Internal Revenue Code of
1986, (or the corresponding provisions of any future
United States Internal Revenue Law).
FOURTH: The corporation shall have authority to
issue a total of 100 shares of capital stock, all of one
class. There shall be no par value.
1. All shares of stock shall be issued to
the White House Historical Association and shall be
nontransferable.
2. The sole right of the shareholders shall
be to vote the shares of stock on matters including, but
not limited to, the election of the Board of Directors
and the operation and dissolution of the Corporation.
3. The shareholders shall have no other
rights.
FIFTH: The Board of Directors shall be elected
by the shareholders of the Corporation.
SIXTH: Provisions for the regulation of the
internal affairs of the corporation will be provided for
in the by-laws.
SEVENTH: Said corporation is operated exclusively
for charitable, religious, educational and scientific
purposes, within the meaning of section 501 (c) (3) of
the Internal Revenue Code of 1986.
EIGHTH: The following provisions are hereby
adopted for the purpose of defining, limiting and
regulating the powers of the corporation and of the
Directors:
1. No part of the net earnings of the
corporation shall inure to the benefit of, or be
distributable to, its Board of Directors, officers or
other private persons, except that the corporation shall
be authorized and empowered to pay reasonable
compensation for services rendered and to make payments
and distributions in furtherance of the purposes set
forth in Article SEVENTH hereof. No substantial part of
the activities of the corporation shall be the carrying
on of propaganda, or otherwise attempting to influence
legislation, and the corporation shall not participate
in, or intervene in (including the publishing or
distribution of statements) any political campaign on
- 3 -
behalf of or in opposition to any candidate for public
office. Notwithstanding any other provision of these
articles, the corporation shall not carry on any other
activities not permitted to be carried on (a) by a
corporation exempt from Federal income tax under Section
501(c) (3) of the Internal Revenue Code of 1986 (or the
corresponding provisions of any future United States
Internal Revenue Law) or (b) by a corporation,
contributions to which are deductible under Section 170
of the Internal Revenue Code of 1986 (or the
corresponding provision of any future United States
Internal Revenue Law).
2. If at any time this corporation should be
considered a private foundation under §509 (a) of the
Internal Revenue Code of 1986, in conformity with §§5-
402 and 5-403 of the Annotated Code of Maryland
(Corporations and Associations), the following
provisions shall apply:
a. The Corporation shall not engage in
any act of self-dealing as defined in §4941 (d) of the
Internal Revenue Code of 1986, which would cause any tax
liability under §4941 (a) of the Internal Revenue Code of
1986;
b. The Corporation shall not retain any
"excess business holdings", as defined in §4943 (c) of
the Internal Revenue Code of 1986, which would cause any
tax liability under §4943 (a) of the Internal Revenue
Code of 1986;
C. The Corporation shall not make any
investment which would jeopardize the carrying out of
any of its exempt purposes under $4944 of the Internal
Revenue Code of 1986 and cause any tax liability under
§4944 (a) of the Internal Revenue Code of 1986;
d. The Corporation shall not make any
"taxable expenditures" as defined in §4945 (d) of the
Internal Revenue Code of 1986, which would cause any tax
liability under $4945 (a) of the Internal Revenue Code of
1986; and
e. The Corporation shall distribute its
income for each taxable year at such time and in such
manner for the purposes specified in Article THIRD as
not to become subject to the tax on undistributed income
imposed by $4942 of the Internal Revenue Code of 1986.
NINTH: Upon the dissolution of the corporation,
the Board of Directors, after paying or making
provision for the payment of all of the liabilities of
- 4 -
the corporation, shall dispose of all of the net assets
of the corporation exclusively by distributing such
assets to White House Historical Association, a District
of Columbia nonprofit corporation, provided that it
shall at such time be qualified as an exempt
organization under Section 501 (c) (3) of the Internal
Revenue Code of 1986. If the said White House
Historical Association is not then so qualified, the
net assets of the corporation shall be distributed to
such organization or organizations organized and
operated exclusively for charitable, educational,
religious or scientific purposes as shall at the time
qualify as an exempt organization or organizations under
Section 501 (c) (3) of the Internal Revenue Code of 1986
(or the corresponding provision of any future United
States Internal Revenue Law), as the Board of Directors
shall determine. Any of such assets not so disposed of
shall be disposed of by the Court having jurisdiction
over the dissolution of corporations organized under the
laws of the State of Maryland, exclusively for such
purposes or to such organization or organizations, as
said Court shall determine, which are organized and
operated exclusively for such purposes.
TENTH: The post office address of the principal
office of the Corporation in Maryland is c/o The
Corporation Trust Incorporated, 32 South Street,
Baltimore, Maryland 21202. The name and post office
address of the registered agent of the Corporation in
Maryland is The Corporation Trust Incorporated, 32 South
Street, Baltimore, Maryland 21202.
ELEVENTH: The number of directors constituting the
initial Board of Directors is four and the names and
addresses, including street and number, of the persons
who are to serve as the initial Board of Directors until
the first annual meeting or until their successors be
elected and qualified are:
NAME
ADDRESS
Mrs. Earle M. Craig, Jr.
1701 Douglas Avenue
Midland, Texas 79701
Robert L. Breeden
National Geographic
Society
17th & M Streets, NW
Washington, DC 20036
George B. Hartzog, Jr.
1643 Chain Bridge Rd.
McLean, Virginia 22101
Bernard R. Meyer
6813 Millwood Road
Bethesda, Maryland 20817
- 5 -
TWELFTH: The name and address, including street
and number, of the incorporator is: Anne J. Palmer, 1776
K Street, N.W., Suite 800, Washington, D.C. 20006.
Anne J. Palmer
Date: january 11 , 1990
DISTRICT OF COLUMBIA: SS
I, Alice F.LANOER
a
Public, hereby certify that on the 11 day , of January Notary
1990, personally appeared before me Anne J. Palmer, who
signed the foregoing document as incorporator, and
affirmed that the statements therein contained are true.
[Notarial Seal]
Olici 7.Lander
Notary Public
my Commission Expires: 10/31/94
ajp/6305/articlesmd
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Divider Title:
6
Conformed Copy
April 15, 1993
BY-LAWS
OF
THE WHITE HOUSE ENDOWMENT FUND, A NONPROFIT CORPORATION
ARTICLE I
OFFICE
The principal business office of The White House Endowment
Fund, A Nonprofit Corporation ("the Corporation") shall be
located at c/o The Corporation Trust Incorporated, 32 South
Street, Baltimore, Maryland 21202. The name and post office
address of the registered agent of the Corporation in Maryland is
The Corporation Trust Incorporated, 32 South Street, Baltimore,
Maryland 21202. The Corporation may establish and maintain other
offices in the State of Maryland or the District of Columbia, any
of the States or possessions of the United States, cities or
towns therein, and at such other places as may from time to time
be appointed by the Board of Directors.
ARTICLE II
CORPORATE SEAL
The corporate seal of the Corporation shall have inscribed
thereon the name of the Corporation, and in the center of which
shall be inscribed the year of its incorporation, and the words
"State of Maryland".
ARTICLE III
SHAREHOLDERS
Section 1. Meetings
(a) Special meetings of the shareholders shall be held
at such time and place as the Chairman of the Board of Directors
or as a special petition signed by three members of the Board of
Directors shall from time to time order or direct. Notice of
such special meetings shall be mailed to the last recorded
address of each shareholder at least five (5) days before the
time appointed for the meeting. Such notice may be waived by
1
written waiver signed by all shareholders attending such
meetings.
(b) An annual meeting of the shareholders shall be held
in January of each year, upon written notice served personally or
mailed to the usual address of each shareholder thirty (30) days
in advance of such meeting. Such notice may be waived by written
waiver signed by all members attending such meetings.
(c) Any meeting permitted or required to be held under
these by-laws may, at the option of the shareholders, be held by
telephone. Notice of such meetings shall be mailed to the last
recorded address of each shareholder at least five (5) days
before the time appointed for the meeting. Such notice may be
waived by written waiver signed by all shareholders attending
such meetings.
Section 2. Certificates of Stock.
(a) Certificates representing shares of the corporation
shall be in such form as shall be determined by the Board of
Directors. Each shareholder shall be entitled to a certificate
which shall represent the number of shares owned in the
corporation. Each certificate shall be signed by the president
and counter-singed by the secretary and shall be sealed with the
corporate seal. All certificates surrendered to the corporation
for transfer shall be cancelled and no new certificate shall be
issued until the former certificate for a like number of shares
shall have been surrendered and cancelled.
(b) All certificates shall have a statement of
restrictions as to transferability and rights plainly stated on
the certificate.
ARTICLE IV
BOARD OF DIRECTORS
Section 1. Number, Qualification, Term, Vacancies and Quorum.
(a) The property, affairs, concerns, direction and
business of the Corporation shall be managed and be vested in a
Board of Directors of no less than three and no more than twenty-
five persons. Said Board of Directors shall pursue such policies
and principles as shall be in accordance with the provisions of
the Articles of Incorporation, these Bylaws and the statutes of
the State of Maryland.
(b) All voting power in the Corporation shall be vested
in the Board of Directors, each Director to have one vote.
2
(c) The initial Board of Directors shall be composed of
Mrs. Earle M. Craig, Jr., Robert L. Breeden, George B. Hartzog,
Jr., and Bernard R. Meyer. The term of each Director shall
continue for one year or until the date of the next meeting of
the shareholders of the coporation or until his successor is duly
elected and qualified. The term of any other members of the
Board of Directors shall be designated at the time of their
election, or if no designation is made, the term shall continue
thereafter for one year or until resignation or removal.
(d) The Board of Directors may, by majority vote,
increase the number of Directors to no more than twenty-five
persons. Any vacancy occurring in the Board of Directors shall
be filled by majority of the shares of the Corporation. In the
event of an increase in the number of Directors, any additional
Directorships shall be filled by the majority vote of the
shareholders of the Corporation.
(e) One-third of the then-serving Directors in
attendance, in person or by telephone, at any meeting of the
Board of Directors of this Corporation shall constitute a quorum
for the transaction of business. Action taken by the majority of
such quorum shall be binding as to the entire Board of Directors
and the Corporation.
Section 2. Duties of Directors.
The general management of the affairs, funds and
property of the Corporation, including (but not by way of
limitation) the investment and reinvestment of its funds,
securities and other property, without limitation or the
restriction as to so-called trust investments and the
distribution of its money and property in fulfillment of its
corporate purposes, shall be vested in the Board of Directors.
Section 3. Meetings.
(a) Special meetings of the Board of Directors shall be
held at such time and place as the Chairman of the Board of
Directors or as a special petition signed by three members of the
board of Directors shall from time to time order or direct.
Notice of such special meetings shall be mailed to the last
recorded address of each member of the Board at least five (5)
days before the time appointed for the meeting. Such notice may
be waived by written waiver signed by all members of the Board of
Directors attending such meetings.
(b) An annual meeting of the Board of Directors shall
be held each year, upon written notice served personally or
mailed to the usual address of each Director thirty (30) days in
advance of such a meeting. Such notice may be waived by written
3
waiver signed by all members of the Board of Directors attending
such meetings.
(c) Any meeting permitted or required to be held under
these by-laws may, at the option of the Board of Directors, be
held by telephone. Notice of such meeting shall be mailed to the
last recorded address of the Board at least five (5) days before
the time appointed for the meeting. Such notice may be waived by
written waiver signed by all members of the Board of Directors
attending such meetings.
Section 4. Removal of Directors.
Any one or more of the Directors may be removed either
with or without cause, at any time, by the affirmative vote of
eighty percent (80%) of the Board of Directors then serving, or
by the affirmative vote of the majority shares of the
Corporation.
Section 5. Indemnification.
(a) The Corporation shall indemnify each of its
Directors and Officers, whether or not then in office (and his
executor, administrator and heirs), against all reasonable
expenses actually and necessarily incurred by him in connection
with the defense of any litigation to which he may have been made
a party because he is or was a Director or Officer of the
Corporation. He shall have no right to reimbursement, however,
in relation to matters as to which he has been adjudged liable to
the Corporation for negligence or misconduct in the performance
of his duties. The right to indemnity for expenses shall also
apply to the expenses of suits which are compromised or settled
if the court having jurisdiction of the matter shall approve such
settlement.
(b) The foregoing right of indemnification shall be in
addition to, and not exclusive of, all other rights to which such
Director or Officer may be entitled.
Section 6. Compensation.
The Directors of this Corporation shall receive no
compensation for their services as Directors. By resolution of
the Board of Directors, expenses of attendance may be allowed for
attending any meeting of the Board of Directors, expenses of
attendance may be allowed for attending any meeting of the
Executive or other committees. A Director, however, shall not be
barred from serving the Corporation in any other capacity and
receiving reasonable compensation for such other services.
4
Section 7. Committees.
The Board of Directors, by resolution adopted by a
majority of the Directors in office, may designate one or more
committees, each of which shall consist of two or more Directors,
which committees, to the extent provided in such resolution,
shall have and exercise the authority of the Board of Directors
in the management of the Corporation; but the designation of such
committees and the delegation thereto of authority shall not
operate to relieve the Board of Directors, or any individual
Director, of any responsibility imposed on it or him by law.
ARTICLE V
OFFICERS
Section 1. Number.
The Officers of the Corporation shall be a President
(termed for internal purposes by The White House Endowment Fund
as Chairman), a Vice Chairman, a Treasurer, a Secretary, and such
other officers as the Board of Directors may deem necessary. Any
person may hold two but no more then two offices, except that the
President (Chairman) shall not simultaneously serve as Vice
Chairman.
Section 2. Term of Office.
The Officers shall be chosen by the Board of Directors
at any regular meeting and shall hold office at the pleasure of
the Board of Directors but in no case beyond the time when their
successors shall be elected and shall qualify.
Section 3. Removal.
Any Officer may be removed from office, with or without
cause, at any time by the affirmative vote of the majority of the
Board of Directors then in office, or by the affirmative vote of
the majority of the Shareholders of the Corporation. Such
removal shall not prejudice the contract rights, if any, of the
person so removed.
Section 4. Vacancies
Whenever any vacancies shall occur in the office of
President (Chairman), Vice Chairman, Secretary, Treasurer, or in
any other office of the Corporation, by death, resignation or
otherwise, the vacancy may be filled by appointment by the
President (Chairman) until the next regular meeting of the Board
or any special meeting called for the appointment of successors.
5
Section 5. Duties
(a) The President (Chairman) shall be the chief
executive and chief operating officer of the Corporation, shall
chair any annual or special meetings of the Board of Directors,
and shall be responsible to the Board of Directors for the active
management of the business affairs of the Corporation. The
President (Chairman) shall see that all orders and resolutions of
the Board of Directors are carried into effect. He shall sign or
countersign all certificates, contracts and other instruments of
the Corporation under the seal of the Corporation. The funds of
the Corporation shall be made subject to the draft of the
President (Chairman) or the Treasurer or by such other persons as
the Board of Directors may from time to time by resolution
designate. The President (Chairman) shall perform such other
duties as are incident to his office or are properly required of
him by the Board of Directors.
(b) The Vice Chairman shall exercise the functions of
the President (Chairman) during the absence or disability of the
President (Chairman), and shall perform such other duties and
functions as the President (Chairman) shall designate.
(c) The Secretary shall be the administrative officer
of the Corporation and shall be subject to the authority of the
President (Chairman). He shall have the custody of the seal of
the Corporation. He shall attend meetings of the Board of
Directors and shall record the proceedings thereat, and shall
report the same to the next succeeding meeting of the Board of
Directors. The Secretary shall have charge of and maintain the
corporate records and correspondence of the Corporation and of
the Board of Directors. He shall perform such other duties as
may be assigned to him by the Board of Directors or the President
(Chairman). He shall give notice of all meetings of the Board of
Directors for which notice must be given as required by these by-
laws.
(d) The Treasurer, subject to such regulations as may
from time to time be promulgated by the Board of Directors, shall
have the care and custody of the general funds, securities,
properties and assets of the Corporation. The Treasurer shall
deposit the funds and securities in his care in such bank or
banks, trust companies or depositories as the Board of Directors
shall designate, and shall, subject to the direction of the
President (Chairman), disburse and dispose of the same, taking
proper voucher for such disbursements. He shall keep accurate
books of account, recording therein the amount of all monies,
funds, securities, properties and assets in his custody, showing
at all times the amount of all the property belonging to the
Corporation, wherever located, and showing the amount of
disbursement made and the disposition of property. He shall
exhibit the said books and records when required by the Board of
6
Directors or the President (Chairman). He shall, at least twenty
(20) days before the annual meeting of the Board of Directors,
submit a report of the property, receipts and disbursements of
the Corporation, and of the financial condition of the
Corporation. The Treasurer shall render to the Board of
Directors or the President (Chairman), upon request, an account
of all his transactions as Treasurer and of the financial
condition of the Corporation. The funds of the Corporation shall
be made subject to the draft of the President (Chairman) or the
Treasurer, or by such other persons as the Board of Directors may
from time to time by resolution designate.
The Treasurer shall, if required by the Board of
Directors, furnish a bond in such a form and with such surety or
sureties as are satisfactory to the Board of Directors for the
faithful performance of the duties of his office, and for the
restoration to the Corporation in the event of his death,
resignation, retirement or removal from office, all books,
papers, vouchers, monies and other property and assets of
whatever kind in his possession or under his control belonging to
the Corporation.
Section 6. Compensation
The Officers of the Corporation shall receive no
compensation for their services as Officers. By resolution of
the Board of Directors, expenses of attendance may be allowed for
attending any meeting of the Board or for attending any meeting
of the Executive or other committees.
ARTICLE VI
CORPORATE ACTIONS
The Board of Directors shall select banks, trust
companies, or other depositories in which all funds of the
Corporation not otherwise employed, shall, from time to time, be
deposited to the credit of the Corporation.
ARTICLE VII
FISCAL YEAR
The Fiscal Year of the Corporation shall commence on
the first day of October and end on the last day of September
each year unless otherwise changed by resolution of the Board of
Directors.
7
ARTICLE VIII
LIQUIDATION
Upon liquidation or cessation of activities of the
Corporation, the Board of Directors shall determine, by a
majority vote of the membership of the Board of Directors, the
manner in which the property and assets of the Corporation are to
be distributed in accordance with Article NINTH of the Articles
of Incorporation.
ARTICLE IX
AMENDMENTS OF BY-LAWS
These by-laws may be altered or amended by the
affirmative vote of a majority of the Board of Directors, at any
meeting of the Board of Directors, if notice of the proposed
alteration of amendment be contained in the notice of the
meeting; or by the affirmative vote of the majority of the
entire Board of Directors in a ballot conducted by mail among the
Directors; PROVIDED however, that no change of the time or place
for the holding of the annual meeting shall be made within ten
(10) days next before the day on which such a meeting is to be
held, and in case any change of the time or place of the annual
meeting be proposed, notice thereof shall be given to each
Director in person or by written notice mailed to his usual
address at least fifteen (15) days before the annual meeting his
held.
8
Clinton Presidential Records
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indicated below.
Divider Title:
7
Internal Revenue Service
Department of the Treasury
Washington, DC 20224
Person to Contact:
D
Robert Kolbe
The White House Endowment Fund
Telephone Number:
740 Jackson Place, N.W.
(202) 566-3951
Washington, DC 20503
Refer Reply to:
E:E0:R:1-1
Date:
1690
Employer Identification Number: Applied For
Key District: Baltimore
Accounting Period Ending: September
30
Foundation Status Classification: 509 (a) (1) (b) (1) (A) (vi)
Advance Ruling Period Begins:
January 12, 1990
Advance Ruling Period Ends:
September 30, 1994
Form 990 Required: Yes
Dear Applicant:
Based on information supplied, and assuming your operations
will be as stated in your application for recognition of exemption, we
have determined YOU are exempt from federal income tax under section
501 (a) of the Internal Revenue Code as an organization described in
section 501 (c) (3).
Because you are a newly created organization, we are not now
making a final determination of your foundation status under section
509 (a) of the Code. However, we have determined that you can reasonably
be expected to be a. publicly supported organization described in the
section(s) shown above.
Accordingly, you will be treated as a publicly supported organi-
zation, and not as a private foundation, during an advance ruling
period. This advance ruling period begins and ends on the dates shown
above.
Within 90 days after the end of your advance ruling period, you
must submit to your key District Director information needed to determine
whether you have met the requirements of the applicable support test
during the advance ruling period. If you establish that you have been a
publicly supported organization, you will be classified as a section
509 (a) (1) or 509 (a) (2) organization as long as you continue to meet the
requirements of the applicable support test. If you do not meet the
public support requirements during the advance ruling period, you will
be classified as a private foundation for future periods. Also, if you
are classified as a private foundation, you will be treated as a private
foundation from the date of your inception for purposes of sections
507(d) and 4940.
-2-
The White House Endowment Fund
Donors may deduct contributions to you as provided in section
170 of the Code. Bequests, legacies, devises, transfers, or gifts to
you or for your use are deductible for federal estate and gift tax
purposes if they meet the applicable provisions of sections 2055, 2106,
and 2522.
Donors (including private foundations) may rely on the advance
ruling that you are not a private foundation until 90 days after your
advance ruling period ends. If you submit the required information
within the 90 days, donors may continue to rely on the advance ruling
until we make a final determination of your foundation status. However,
if notice that you will no longer be treated as the type of organization
shown above is published in the Internal Revenue Bulletin, donors may
not rely on this advance ruling after the date of such publication.
Also, donors (other than private foundations) may not rely on the
classification shown above if they were in part responsible for, or
were aware of, the act that resulted in your loss of that classification,
or if they acquired knowledge that the Internal Revenue Service had
given notice that you would be removed from that classification. Private
foundations may rely on the classification as long as you were not
directly or indirectly controlled by them or by disqualified persons
with respect to them. However, private foundations may not rely on the
classification shown above if they acquired knowledge that the Internal
Revenue Service had given notice that you would be removed from that
classification.
If your sources of support, or your purposes, character, or
method of operation change, please let your key district know SO that
office can consider the effect of the change on your exempt status and
foundation status. In the case of an amended document or bylaws,
please send a copy of the amended document or bylaws to your key district.
Also, you should inform your key District Director of all changes in
your name or address.
As of January 1, 1984, you are liable for taxes under the
Federal Insurance Contributions Act (social security taxes) on remunera-
tion of $100 or more you pay to each of your employees during a calendar
year. You are not liable for the tax imposed under the Federal Unemploy-
ment Tax Act (FUTA).
Organizations that are not private foundations are not subject
to the excise taxes under Chapter 42 of the Code. However, you are not
automatically exempt from other federal excise taxes. If you have any
questions about excise, employment, or other federal taxes, please
contact your key District Director.
If your organization conducts fund-raising events such as
benefit dinners, auctions, membership drives, etc., where something of
value is received in return for contributions, you can help your donors
avoid difficulties with their income tax returns by assisting them in
-3-
The White House Endowment Fund
determining the proper tax treatment of their contributions. To do this
you should, in advance of the event, determine the fair market value of
the benefit received and state it in your fund-raising materials such
as solicitations, tickets, and receipts in such a way that your donors
can determine how much is deductible and how much is not. To assist
you in this, the Service has issued Publication 1391, Deductibility of
Payments Made to Organizations Conducting Fund Raising Events. You may
obtain copies of Publication 1391 from your key district office.
In the heading of this letter we have indicated whether you
must file Form 990, Return of Organization Exempt from Income Tax. If
Yes is indicated, you are required to file Form 990 only if your gross
receipts each year are normally more than $25,000. If your gross
receipts each year are not normally more than $25,000, WE ask that you
establish that you are not required to file Form 990 by completing Part
I of that Form for your first year. Thereafter, you will not be required
to file a return until your gross receipts exceed the $25,000 minimum.
For guidance in determining if your gross receipts are "normally" not
more than the $25,000 limit, see the instructions for the Form 990. If
a return is required, it must be filed by the 15th day of the fifth
month after the end of your annual accounting period. A penalty of $10
a day is charged when a return 15 filed late, unless there is reasonable
cause for the delay. The maximum penalty charged cannot exceed $5,000
or 5 percent of your gross receipts for the year, whichever is less.
This penalty may also be charged if a return is not complete, 50 please
be sure your return is complete before you file it.
You are required to make your annual return available for
public inspection for three years after the return is due. You are
also required to make available a copy of your exemption application,
and supporting documents, and this exemption letter. Failure to make
these documents available for public inspection may subject you to a
penalty of $10 per day for each day there is a failure to comply (up to
a maximum of $5,000 in the case of an annual return). See Internal
Revenue Service Notice 88-120, 1988-2 C.B. 454, for additional informa-
tion.
You are not required to file federal income tax returns unless
you are subject to the tax on unrelated business income under section
511 of the Code. If you are subject to this tax, you must file an
income tax return on Form 990-T, Exempt Organization Business Income
Tax Return. In this letter we are not determining whether any of your
present or proposed activities are unrelated trade or business as
defined in section 513 of the Code.
You need an employer identification number even if you have no
employees. Please use that number on all returns you file and in all
correspondence with the Internal Revenue Service.
-4--
The White House Endowment Fund
We are informing your key District Director of this ruling.
Because this letter could help resolve any questions about your exempt
status and foundation status, you should keep it in your permanent
records.
If you have any questions about this ruling, please contact the
person whose name and telephone number are shown in the heading of this
letter. For other matters, including questions concerning reporting
requirements, please contact your key District Director.
Sincerely yours,
Cound /losenhing
Conrad Rosenberg
Chief, Exempt Organizations
Rulings Branch 1
Enclosure: Form 872-C
Department of the Treasury-Internal Revenue Service
OMB No. 1545-0056
Form
872-C
Expires 3.31.89
Consent Fixing Period of Limitation Upon
Assessment of Tax Under Section 4940 of the
To be used with Form
(Rev. March 1986)
Internal Revenue Code
1023. Submit in
duplicate.
(See Form 1023 instructions for Part IV, line 3.)
Under section 6501(c)(4) of the Internal Revenue Code, and as part of a request filed with Form 1023 that the
organization named below be treated as a publicly supported organization under section 170(b)(1)(A)(vi) or section
509(a)(2) during an advance ruling period,
The White House Endowment Fund, A Nonprofit Corporation
Assistant Commissioner, Employ
(Exact legal name of organization)
Plans/Exempt Organizations
and the
740 Jackson Place, N.W., Washington, DC 20503
of Internal Revenue
(Number, street. city or town. state. and ZIP code)
Consent and agree that the period for assessing tax (imposed under section 4940 of the Code) for any of the 5 tax years
in the advance ruling period will extend 8 years, 4 months, and 15 days beyond the end of the first tax year.
However, if a notice of deficiency in tax for any of these years is sent to the organization before the period expires, then
the time for making an assessment will be further extended by the number of days the assessment is prohibited, plus
60 days.
Ending date of first tax year September 30, 1990
Name of organization
Date
The White House Endowment Fund, A Nonprofit
January 17, 1990
Corporation
Officer or trustee having authority to sign
Signature
Bernard R. Neeper
Robert Brauer
Date
Assistant Commissioner,
Employee Plans/Exempt Organizations
1/23/90
By
Jay Ret Day
For Paperwork Reduction Act Notice, see page 1 of the Form 1023 instructions.
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Divider Title:
8
WHITE HOUSE HISTORICAL ASSOCIATION
740 Jackson Place, N.W.
Washington, D.C. 20503
(202) 737-8292
The White House Historical Association was established in
1961 as a not-for-profit private organization whose historical
and educational purposes are to enhance understanding, apprecia-
tion, and enjoyment of the White House.
The affairs of the Association are governed by a nonsalaried
board of directors. The Association is not a membership or-
ganization.
The Association publishes books and other educational
materials about the White House and its occupants. Its publica-
tions include:
(1) The White House: An Historic Guide, an illustrated
guidebook to the rooms and historical furnishings in this
living museum, containing, as well, a brief history of the
Executive Residence.
(2) The Living White House, an introduction to the way the
White House has served the Presidents and their families as
a place where they have lived, worked and entertained, both
officially and privately.
(3) The Presidents of the United States, containing biog-
raphies and illustrations in color of the official portraits
of the Chief Executives.
(4) The First Ladies, containing biographies and illustra-
tions in color of the official portraits of the special
women who have filled the role of First Lady.
(5) The President's House by William Seale. In two vol-
umes, with 1,300 pages of informative narrative and historic
photographs, this book relates nearly two centuries of
personal and architectural history found in the most famous
house in America.
(6) White House Glassware by Jane Shadel Spillman, which is
a detailed account of the White House glassware collection,
illustrated with 24 color plates, 78 black and white photo-
graphs and 9 line art drawings. It is a valuable reference
for collectors of American glassware which also documents
historical and social activities that have enlivened the
White House during the past two centuries.
2
In addition to these books, the Association publishes a
series of prints representative of art works from the White House
Collection and exterior views of the White House, a series of
post cards, note cards, and three different sets of slides of the
White House, all of which are available for purchase from the
White House Historical Association.
In 1981, the Association began offering an annual Christmas
ornament. Each year's ornament is based on a subject relating to
the White House and its history. To date, over 650,000 ornaments
have been sold.
The Association's publications are produced with the cooper-
ation of the National Geographic Society which, as a public
service, contributes photographic, editorial, and production
services and guidance.
Since its establishment, the White House Historical Associa-
tion has distributed over 7,500,000 volumes of its books.
Proceeds from the sale of its publications and other materials,
and from other sources, have been used to fund the acquisition of
historical furnishings and works of art which have become a part
of the permanent White House Collection. Additionally, these
funds pay for the official portraits of the Presidents and First
Ladies.
2/10/90
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9
CHARTER
COMMITTEE FOR THE PRESERVATION OF THE WHITE HOUSE
1. The official designation of the Committee is the Committee
for the Preservation of the White House.
2. The purpose of the Committee is to report to the President of
the United States and advise the Director of the National Park
Service in regard to the maintenance of the White House as a
public monument. The Committee makes recommendations concerning
articles of furniture, fixtures, and decorative objects for the
public rooms best suited to enhance the historic and artistic
values of the White House.
3. In view of the goals and purpose of the Committee, it will be
expected to continue for the foreseeable future. However, the
Committee is subject to biennial review and renewal and shall
take no action unless the filing requirements of sections 9 and
14 of the Federal Advisory Committee Act have been complied with.
4. In accordance with Executive Order No. 11145, 3 C.F.R. 184
(1964-1965), as amended, the Committee reports to the President
of the United States and advises the Director of the National
Park Service.
5. Support for the Committee is provided by the Secretary of the
Interior through the Director of the National Park Service.
6. The duties of the Committee are solely advisory and are as
stated in paragraph 2 above.
7. The estimated annual operating cost of this Committee is
$20,000, which includes the cost of 1/4 staff-years of support.
8. The Committee formally meets as deemed desirable by the
President of the United States or by the Chairman. All meetings
of the Committee shall be subject to the provisions of the
Federal Advisory Committee Act, 5 U.S.C. Appendix (1982).
9. The Committee will terminate on September 30, 1991, unless
an Executive Order extending its life is issued or it is
terminated at a prior date by appropriate Executive Order.
10. The Committee's membership, as set forth in Executive Order
No. 11145, 3 C.F.R. 184 (1964-1965), as amended, shall be
composed of:
a. the Director of the National Park Service;
b. the Curator of the White House;
C. the Secretary of the Smithsonian Institution;
d. the Chairman of the Commission of Fine Arts;
e. the Director of the National Gallery of Art;
f. the Chief Usher of the White House; and
g. so many other members as the President of the
United States may from time to time appoint.
11. Members of the Committee shall serve without compensation as
such, but the members appointed by the President under paragraph
10g, while away from their homes or regular places of business in
the performance of services for the Committee, shall be allowed
travel and all other related expenses, including per diem in lieu
of subsistence, in the same manner as persons employed
intermittently in Government service are allowed expenses under
section 5703 of Title 5 of the United States Code.
12. The members appointed by the President under paragraph 10g
shall serve 2-year terms and serve at the discretion of the
President of the United States. All terms shall end upon the
termination of the Committee.
13. The Director of the National Park Service serves as chairman
and designates an employee of the National Park Service to act as
Executive Secretary and Designated Federal Officer as required by
section 10 of the Federal Advisory Committee Act, 5 U.S.C.
Appendix (1982).
14. Establishment of the Committee is authorized by Executive
Order No. 11145 (March 7, 1964), 3 C.F.R. 184 (1964-1965), as
amended, and by Executive Order No. 12692 (September 29, 1989),
54 Fed. Reg. 40627 (1989).
Manuel
Secretary of the Interior
Date Signed: December 12, 1989
Date Charter Filed:
Clinton Presidential Records
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Summary of The White House Endowment Fund's
Investment and Spending Policy
Background
In the spring of 1990, The White House Endowment Fund
retained Cambridge Associates, Inc. to assist the Fund's Board in
organizing and executing a financial plan. Cambridge has guided
the Fund in determining financial objectives, investment policy
and strategy, and asset allocation.
Financial Objectives
The Fund's long-term financial objectives are to provide a
growing stream of income to benefit the White House and to
preserve the Fund's purchasing power in perpetuity.
Investment Policy and Asset Allocation
In order to maintain the purchasing power of the Fund over
time it is important that the Fund's assets be allocated in such
a way as to ensure substantial real returns. Domestic common
stocks had historical real return of 6.3% since 1901 which is far
higher than the 1.9% return of fixed income securities.
Consequently, the Fund has selected common stocks as the dominant
asset class. However, a certain percentage of the Fund's assets
will be invested in other asset classes to hedge against
deflation and inflation. The Fund will invest in fixed income
securities to hedge against deflation which will provide income
when dividends, stock prices, and interest rates are falling.
Fixed income investments include high quality intermediate to
long term non-callable bonds. The effects of inflation on common
stocks is less clear, but Cambridge recommends maintaining some
assets in cash or other investments which maintain real returns
in line or in excess of inflation.
In accordance with these recommendations, the Fund has set
an asset allocation target of 65% equities (with a range of 40-
80%) and 35% fixed income investments (with a range of 20-60%)
which includes cash and cash equivalents.
Each of the asset classes are managed by separate managers
chosen by the Fund's Financial Management Committee. One manager
was chosen for fixed income and two for equities. Each equity
manager pursues a different investment philosophy. One practices
a value philosophy the second practices a growth philosophy.
Cambridge feels that these complementary styles of investing are
favored at different times in the stock market. Thus, having a
multiple manager structure reduces risk and enhances returns.
The Fund reviewed data on the performance and philosophy of
1
nine investment managers (three for each position) six were
chosen for interviews. Based on these interviews, the Fund chose
Geewax Terker and Company of Phoenixville, PA for growth
equities, Luther King Capital Management of Fort Worth, TX for
value and Morgan Stanley Asset Management in New York for fixed
income. The Riggs National Bank was chosen as custodian of the
endowment. Riggs receives and executes the investment
instructions provided by the investment managers.
Investment Strategy
From inception until September 30, 1992, the endowment was
invested principally in 90 day treasury bills. Cambridge
recommended maintaining the funds in treasury bills until the
Fund had adequate assets to diversify into the multiple manager
structure discussed above. Treasury bills were chosen because
they were both liquid and secure investments.
On September 30, 1992 the Fund's assets surpassed the $8
million amount needed to begin the multiple manager system. The
Fund's investment management committee elected to cautiously
invest funds in the stock market by placing only 25% of the
endowment into equities. Fifty percent was placed in fixed
income investments through Morgan Stanley. The remaining 25%
was left in cash or cash equivalents and managed by Riggs.
In subsequent months, the Fund has increased the size of the
equity portfolio. As of March 31, 1993, the percentage of the
endowment invested in equities was 31%
Spending Policy
The Fund does not currently have a permanent spending
policy. A resolution approved at the January 23, 1992 meeting of
the Fund's Board of Directors authorized the Fund's Executive
Committee to set spending policy. Since that time, the Executive
Committee has reviewed spending policy on a yearly basis, taking
into account the endowment's market value as well as investment
performance. In 1992, the Executive Committee elected to allocate
5% of the FY 1991 market value of the endowment, less operating
expenses, for use in the White House. No decision has been made
regarding the distribution for FY 1992. However, it was
recommended by staff that the Fund allocate 4.8% of the average
market value of the endowment, less operating expenses, for
expenditure in the White House.
Cambridge Associates recommends that the permanent spending
rule be to spend a fixed percentage of market value of the
endowment within a constant growth boundary. They argue that
this rule allows for the steadiest spending stream which
facilitates planning and budgeting. Given historical real
capital market returns, Cambridge recommends setting the initial
2
target rate of spending at 5% of market value. In subsequent
years, the base year spending level should be increased by the
expected long-term inflation rate or 5%. However, if the formula
derived spending rate exceeds 6% of market value, the spending
rate should be capped at the previous years level. Conversely,
if spending falls below 4%, the Directors should consider
increasing spending to the 4% level.
Paul Reber
April 28, 1993
3
Clinton Presidential Records
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scan such dividers. The title from the original document is
indicated below.
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11
The White House Endowment Fund
Board of Directors
May, 1993
Mr. George P. Caulkins, Jr.
Mrs. William P. Clements, Jr.
Mrs. Earle M. Craig, Jr. -- Chairman
Mr. Stephen Dart
Mr. Bradford M. Freeman
Mrs. Graham Gund
Mrs. Donald J. Hall -- Secretary
Mr. George B. Hartzog, Jr. -- Treasurer
Mrs. Henry L. Hillman
Mr. Roger Horchow -- Vice Chairman
Mr. Richard H. Jenrette
Mrs. John J. Louis, Jr.
Mr. Frederick A. Melhado
Mr. David Rockefeller
Mrs. Frances G. Scaife
Mr. Alfred R. Stern
Mr. John F. Welch, Jr.
Mrs. Nancy Dickerson Whitehead
Mr. Wheelock Whitney
(All terms expire January, 1994)
Clinton Presidential Records
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12
9
WASHINGTON HOME/FEBRUARY 2, 1995
PHOTO BY ERIK KVALSVIK/THE WHITE HOUSE
The New Blue Room
found in an American room of the first quarter of the
By Jura Koncius
19th century." In fact, the room did not become blue
t's bolder, it's bluer, it's golder.
until 1837.
I
The Blue Room, one of the most visited
The 1972 window treatments were duplicated in
rooms of the White House, reopened for tours
gold and deeper blue silks by Scalamandre. Walls have
this week resplendent in brilliant sapphire blue
been covered in an 1820s gold-on-gold pattern, with a
and with a lot more gilt.
bold blue swag border, both by Brunschwig & Fils. All
Estimated cost-$358,000. Refurbishing is being
317 acanthus leaves in the cornice and the ceiling
medallion were gilded.
paid for by the White House Endowment Fund, which
The sapphire blue color was based on a piece of
used interest on the $12 million it has raised from
fabric found on one of the French Empire chairs in the
private donors since 1990.
room. The chairs, which date to 1817, were chosen by
The Blue Room, last decorated in 1972, had become
President James Monroe, in whose time the room was
worn, the draperies frayed and faded. The Committee
red.
for the Preservation of the White House recommended
"The last generations kept reproducing the faded
in 1990 that the room be redone. According to the
colors of the room," says Bob Bitter, a vice president of
White House, First Lady Hillary Rodham Clinton got
Scalamandre. "This committee chose to bring it back to
the period blue, much more rich and dramatic."
© WHITE HOUSE HISTORICAL ASSOCIATION
involved in 1993, taking "a hands-on approach" in
The First Lady will officially open the room on Feb.
Then and now: After more than 20 years, the pale shades of the
reviewing colors, fabric samples and wallpapers.
17, but the floor will remain bare for a while longer.
old Blue Room have given way to a brilliant sapphire.
The preservation committee says the room has been
The blue and gold rug being handmade by Scalamandre
painted and gilded in keeping with "the style of finish
-is not expected to arrive:before April.
9
WASHINGTON HOME/FEBRUARY 2, 1995
PHOTO BY ERIK KVALSVIK/THE WHITE HOUSE
The New Blue Room
found in an American room of the first quarter of the
By Jura Koncius
19th century." In fact, the room did not become blue
until 1837.
t's bolder, it's bluer, it's golder.
I
The Blue Room, one of the most visited
The 1972 window treatments were duplicated in
rooms of the White House, reopened for tours
gold and deeper blue silks by Scalamandre. Walls have
this week respiendent in brilliant sapphire blue
been covered in an 1820s gold-on-gold pattern, with a
and with a lot more gilt.
bold blue swag border, both by Brunschwig & Fils. All
Estimated cost-$358,000. Refurbishing is being
317 acanthus leaves in the cornice and the ceiling
medallion were gilded.
paid for by the White House Endowment Fund, which
The sapphire blue color was based on a piece of
used interest on the $12 million it has raised from
fabric found on one of the French Empire chairs in the
private donors since 1990.
room. The chairs, which date to 1817, were chosen by
The Blue Room, last decorated in 1972, had become
President James Monroe, in whose time the room was
worn, the draperies frayed and faded. The Committee
red.
for the Preservation of the White House recommended
"The last generations kept reproducing the faded
in 1990 that the room be redone. According to the
colors of the room," says Bob Bitter, a vice president of
White House, First Lady Hillary Rodham Clinton got
Scalamandre. "This committee chose to bring it back to
the period blue, much more rich and dramatic."
© WHITE HOUSE HISTORICAL ASSOCIATION
involved in 1993, taking "a hands-on approach" in
The First Lady will officially open the room on Feb.
Then and now: After more than 20 years, the pale shades of the
reviewing colors, fabric samples and wallpapers.
17, but the floor will remain bare for a while longer.
old Blue Room have given way to a brilliant sapphire.
The preservation committee says the room has been
The blue and gold rug being handmade by Scalamandre
painted and gilded in keeping with "the style of finish
-is not expected to arrive:before April.
9
WASHINGTON HOME/FEBRUARY 2, 1995
PHOTO BY ERIK KVALSVIK/THE WHITE HOUSE
The New Blue Room
found in an American room of the first quarter of the
By Jura Koncius
19th century." In fact, the room did not become blue
until 1837.
t's bolder, it's bluer, it's golder.
I
The Blue Room, one of the most visited
The 1972 window treatments were duplicated in
rooms of the White House, reopened for tours
gold and deeper blue silks by Scalamandre. Walls have
this week resplendent in brilliant sapphire blue
been covered in an 1820s gold-on-gold pattern, with a
and with a lot more gilt.
bold blue swag border, both by Brunschwig & Fils. All
Estimated cost-$358,000. Refurbishing is being
317 acanthus leaves in the cornice and the ceiling
medallion were gilded.
paid for by the White House Endowment Fund, which
The sapphire blue color was based on a piece of
used interest on the $12 million it has raised from
fabric found on one of the French Empire chairs in the
private donors since 1990.
room. The chairs, which date to 1817, were chosen by
The Blue Room, last decorated in 1972, had become
President James Monroe, in whose time the room was
worn, the draperies frayed and faded. The Committee
red.
for the Preservation of the White House recommended
"The last generations kept reproducing the faded
in 1990 that the room be redone. According to the
colors of the room," says Bob Bitter, a vice president of
White House, First Lady Hillary Rodham Clinton got
Scalamandre. "This committee chose to bring it back to
the period blue, much more rich and dramatic."
© WHITE HOUSE HISTORICAL ASSOCIATION
involved in 1993, taking "a hands-on approach" in
The First Lady will officially open the room on Feb.
Then and now: After more than 20 years, the pale shades of the
reviewing colors, fabric samples and wallpapers.
17, but the floor will remain bare for a while longer.
old Blue Room have given way to a brilliant sapphire.
The preservation committee says the room has been
The blue and gold rug being handmade by Scalamandre
painted and gilded in keeping.with "the style of finish
is not expected to arrive:before April.
02/16/95
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THE WHITE HOUSE ENDOWMENT FUND
with the encouragement of former First Lady Barbara Bush, THE WHITE
HOUSE ENDOWMENT FUND was organized in 1990 as a wholly-owned, non-profit
subsidiary corporation of the White House Historical Association.* The
Endowment Fund is chartered under the laws of the State of Maryland as an
entity separate and distinct from the Association having as its sole purpose
the raising of an endowment of at least Twenty-Five Million Dollars
($25,000,000). only the income from this permanent endowment is to be used to
support, in perpetuity, the preservation and conservation of the public rooms
of the White House and the acquisition of objects for the White House Collec-
tion of fine and decorative arts. NO APPROPRIATED FUNDS ARE AVAILABLE FOR
THESE PURPOSES.
The first project completed with the earnings of The Endowment Fund is
the refurbishing of the Blue Room consistent with plans approved by the First
Lady and the Committee for the Preservation of the White House.
The Endowment Fund is managed by a Board of Directors, elected to one (1)
year terms, by the Directors of the White House Historical Association.
As of December 31, 1991, The Endowment Fund has raised approximately
$12.5 million from one-hundred-sixty-one (161) private donors and receipts
from the sale of a memorial coin to celebrate the 200th Anniversary of the
laying of Use White House cornerstone.
A list or Use Directors of The White Houco Endowment Fund is attached
*The WHITE HOUSE HISTORICAL ASSOCIATION is a non-profit corporation
chartered in 1961, pursuant to the laws of the District of Columbia, to assist
the National Park Service "in its historical, scientific, educational, and
related activities
in Reservation Numbered 1
known as the White
House". The principal activities of the Association are research, publication
and sale of books, other literature and objects (the White House Christmas
ornament, as an example) interpreting the White House, its history and "the
persons and events associated with it". The Association is not a fund-raising
organization.
02/16/95
18:07
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2
THE COMMITTEE FOR THE PRESERVATION OF THE WHITE HOUSE was estab-
lished, first, by Executive Order of President Johnson and has been continued
by each succeeding Administration to advise the President, the First Lady, and
the National Park Service with respect to the preservation and conservation of
the public rooms of the White House and its collection of fine and decorative
arts, including the acquisition of objects therefor.
Except for the designated government officials, who serve ex-officio,
Committee members are appointed by the President and serve at his pleasure.
A list of the members is attached.
The First Lady serves as Honorary Chair of the Committee.
The Director of the National Park Service is the Committee Chairman.
The White House Curator is responsible for the management of the public
rooms and the White House Collection of fine and decorative arts.
The Chief Usher is the manager of the permanent staff of the White House.
EXPENDITURES
Requests for expenditures by The White House Endowment Fund for the
public rooms and the White House Collection of fine and decorative arts are
originated, jointly, by the Curator and the Chief Usher upon prior approval of
the First Lady and the Committee for the Procervation of the White House. All
requests are subject to approval by the Board of Directors of The White House
Endowment Fund.
Attachments
100 BI
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Congressional Recognition Programs
The Congress has two (2) well-cotablished programs by which a grateful
Nation recognizes and honors noteworthy contributions to the public intercot by its
Citizens: the CONGRESSIONAL GOLD MEDAL; and, DIRECT APPROPRIATIONS. These Pro-
grams have enjoyed bipartican support over many years, without regard to the vicis-
situdes of fiscal and political environments.
Recent recipients of the Congressional Gold Medal include Currer First
Lady Lady Bird Johnson for her leadership in reclaiming the natural beauty of out-
door America; and, Laurance S. Kockefeller in recognition of a life-time of ser-
vice to conservation.
Direct appropriations are made in support of Programs, Endowments end
as Grants to Foundations and Institutions. The Congressional Research Service of
The 1.1hrary of Congress categorizes Frograms as on-going, involving annual appro-
pristions over a period of years: Endowments as involving Federal appropriations
"over a limited period of time (usually one (1) or two (2) fiscal years)"; and,
Grants as usually one-time appropriations.
The Fulbright Educational Exchange Frogram, involving annual appro-
prlations, is a typical Program.
The Morris K. Udall 3cholarship and Excellence in National Environmen-
tal Policy Foundation (P.L.102-259. March 19, 1992) authorizing $40,000,000 of
which $20,000,000 has been appropriated, is 20 example of an Endowment.
The one-time appropriation of $10,000,000 to the Henry M. Jackson
Foundation for "1ts ongoing educational and public service DIOgrams and to serve
as a Memorial to the late Scaator Henry 11. Jackson" is a typical Grant.
Direct Approprietions to memorialize the contributions of the honorea
may be made pursuant to prior legislative authorization during the life-time of
the person, as in the case OI the Udall Endowment; me, posthumously ac an "add-on"
to en Agency's annual appropriation, 2S in the case of the Grant to the Jackson
Foundation, included in the Defense Department's Appropriations Act as a Memorial
to the late Senator Jackson.
02/16/95
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Justification for Congressional Recognition
The leadership of Mrs. Kennedy and Mrs. Nixon. uniquely. accounts for
the restoration of the historic elegance of the public rooms and establishment of
the Fine and Decorative Arts Collection of the "PROPLE'S HOUSE" visited. annually,
by over one million Americans who revere the White House 28 the living symbol of
our Republic. Momorialization of cuch noteworthy and sustained service in the
public interest over many years by Mrs. Kennody and Mrs. Nixon is, precisely, the
purpose of the Congressional Recognition Programs.
Mrs. Kennedy initiated a three (3) part program: to restore the his
toric integrity of the public rooms of the White House; to establish 2 Fine and
Decorative Arts collection; and, to establish the White House Historical Associa-
tion to publish and sell to White House visitors and others educational materials
(principally the White House books) interpreting the history of the White House
and of the persons and events associated with it. This legacy of Mrs. Kennedy is
well known but, to date, has gone unrecognized by the Government.
In pursuing these efforts Mrs. Kennedy was assisted by an informal
Fine Arts Advisory Committee. This informal Committee was institutionalized by
President Johnson's Executive Order creating the COMMITTEE FOR THE PRESERVATION OF
THE WHITE HOUSE.
Through the Preservation Committee, Mrs. Johnson continued the program
initiated by Mrc. Kennedy. However, the primary focus of Mrs. Johnson's interests
was to reclaim the natural beauty of outdoor America. This is her living legacy
for which the Congress awarded her its Cold Medal.
Not 50 well known and, to date, unrecognized is the leadership of
Mrs. Nixon in the most extensive acquisition of Finc and Decorative Arts in the
history of the White House, without the use of appropriated funds. In this effort.
she was assisced by Rex Scouten, the newly appointed Chief Usher, and Foreign
09/16/05
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2.
Service Officer Clem Conger. noted for the creation and furnishing of the grand
Diplomatic Rooms of the State Department. Moreover, MIS. Nixon's exquisite re-
furbishing of the public rooms remain. largely, intact after more than twenty
(20) years.
Catalogues datailing the fine and decorative arts donated to the
White House during the 1caderchip of Mrs. Kennedy and Mrs. Nixon are attached.
These acquisitions, valued today at many millions of dollars, far exceed those
received during all other Administrations, combined, since the historic restora-
tion program began In 1961.
The children of Mrs. Kennedy and of Mre. Nixon have been consulted
with respect to this proposed memorialization of their Mothers' contributions.
Each child has agreed to this initiative by The White House Endowment Fund.
Both of these First Ladies are recently deceased. In these cir-
cumstances, it would appear that a Congressional Grant to The White House Ea-
dowment Fund is the most appropriate and timely method remaining for 2 grateful
Nation to recognize and memorialize their noteworthy and enduring achievements
to the preservation and interpretation of our common heritage.
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2-12-95
The Objective
Seek and obtain 1 Congressional Grant to The White House Endownent Fund
to recognize and memotialize the noteworthy and enduring contributions of First Ledy
Jacqueline Kennedy and First Lady Patricia Nixon to the restoration of the historic
integrity of the public rooms of the White House and the creation of its Fine and
Decorative Arts Collection.
A one (1) time appropriation in the amount of $10,000,000 is ouggested
as fitting and proper. (Compare appropriations of $10,000,000 LO Line Henry M. Jack-
SOD Foundation and $20,000,000 appropriated to the Morris K. Udall Foundation).
FEB-07-95 TUE 03:17 PM PETER*B*KOVLER
202 467 2781
P.01
Fax Transmission
Committee for Roosevelt History Month
1250 24th St., NW Suite 300
Washington, DC 20037
(202) 857-7810
Fax: (202) 467-2781
This fine
To: Marjoue Tarney
456-6244
Date:
Message/Comments:
Total #4: of pages, including this cover sheet:
2
FEB-07-95 TUE 03:17 PM PETER*B*KOVLER
202 467 2781
P.02
Committee for Roosevelt History Month
1250 24th St., NW Suite 300 Washington, DC 20037 (202) 857-7810 Fax: (202) 467-2781
Honorary Challenen
7 February 1995
Mrs. Ilittary Rodham Clinton
Allert Corr, Sr.
President Ronald Reagan
Peter B. Kovler
Chairman
Ms. Marjorie Tarmey
Conunittee Members
Office of the First Lady
(In Formation)
Fax: 456-6244
Landa Anker
Mary A. Both
Michael Bacone
Peter W. Bernstein
Dear Marjorie,
Michael Beschloss
Lichigston Biddle
Charles Blitzer
Per our conversation, hore is a copy of a small note I'm sending to a columnist
Sidney
Robert L. Borosage
in Chicago, who is an old and good friend.
Alan Briskley
James MacGregor Burns
David Colien
If you are uncomfortable with the use of Mrs. Clinton's name in this way, let
Sheldon Cohen
me know. But if you are comfortable, I will take it that you are at case with this kind
Tricia Nivon Cox
Kenucth S. Davis
of usage over the next twenty-one months.
Markan Wright Ed. buan
Sara Ehronan
Jults Nixon Elsenhower
Given how busy you all are, if I don't hear from you in 8 few days, I'll assume
Susan Elsenhoner
Edward T. Fonte "
that everything is all right.
John Hope Franklin
HughGregory Galligher
David Chasburg
Wendy Lynn Gray
Theodore 1. Gross
Rebert Hopklas
Philip Kalser
Carollne-B. Kennedy
Panf Kisk
Jon Kovkr
Sincerely yours, Pt
William E. Leachtenburg
John Lewls
Peter B. Kovler
Ernest May
Harry McPherson
Richard Mee
Daniel Patrick Moyniban
Robert Nathan
Richard E. Neustalt
Verne W. Newton
Northan Ornstela
Charlie Peters
Exthur Peterson
Marcus Rasida
Olio Rauh
Janics 11 Reston
Chalacts Roberts
Anne Roosevelt
Junies Roosevelt, Jr.
M. J. Resemberg
James 11. Home III
Arthur Schleslnger. Jr.
Panl Simon
Richard Norton Smith
Ted Van Djk
WDBato vanden Heuvel
Groffrey Ward
Surah Ware
Reger Wilsins
Shiney Yaths
Ehis R. Jr.
FEB-07-95 TUE 05:08 PM PETER*B*KOVLER
202 467 2781
P.02
Committee for Roosevelt History Month
1250 24th St., NW Suite 300 Washington, DC 20037 (202) 857-7810 Fax: (202) 467-2781
Honorary Chairinen
7 February 1995
Mrs. Hithry Redham Clinton
Albert Gore. Sr.
President Ronald Reagan
Peter 13. Koster
Chokman
Mr. Irv Kupcinet
Committee Members
The Chicago Sun Times
(In Formation)
Fax: 312-321-2587
Linda Ander
Mary A. Babi
Michael Barone
Peter W. Bernstein
Dear Kup.
Michael Beschloss
Livingston Biddle
Charles Differ
I thought this might be an item for you.
Sidney Blumenthal
Rubert In Borosage
Abn Brinkley
A group of us are organizing the first Roosevelt History Month timed to
James MacGreger Burns
David Cohen
coincide with the opening of the Roosevelt Memorial here in Washington, in the fall
Sheldon Colin
of '96. Sid Yates has introduced legislation in the House, while Pat Moynihan has
Tricla Nixon Cox
Kenneth S. Davis
introduced a bill in the Senate. And as you can see from the stationery, our support
Marlan Wright Edetman
Sara Ebrovan
ranges from Ronald Reagan to Hillary Rodham Clinton.
Julie Nixon Elsenhower
Susan Eisenhower
Edwas a T. Foote II
If there is something here that interests you, feel free to call.
John Hope Franklin
Hugh Gregory Callagher
Davhl Ginshurg
I hope all is well.
Wendy Lynn Gray
Theodore L. Gross
Robert Hopkins
Philip Kaiser
Sincerely yours,
Caroline B. Kennedy
Paul Klirk
Jon Kovler
William E. Leachtenburg
John Lewis
Erriest May
Peter B. Kovler
Harry Meltherson
Richard Mos
Daniel Patrick Moynthan
Robert Nathan
Richard E. Neustade
Verne W. Newton
Nutural Ornsteln
Charlie Peters
Esther Peterson
Marcus Rashin
Othe Resh
James B. Reston
Chalmers Roberts
Anne Roosevell
Justice Reosevelt, Jr.
M. J. Rosenberg
James 11. Rowe III
Arthor Schlesinger, Jr.
Paul Shnon
Richard Norton Smith
Ted Van Dyk
Willbon wanden Heavel
Geoffrey Word
Susan Ware
Roger Wilkins
Staney Vates
Elino R. Zumwalt, Jr.
THE WHITE HOUSE
WASHINGTON
May 6, 1993
MEMORANDUM
TO: FROM: MARGARET REX W. A. SCOUTEN, WILLIAMS, CURATOR CHIEF OF STAFF TO THE FIRST LADY
SUBJECT: WHITE HOUSE ENDOWMENT FUND
Attached please find:
1. A list of present Board Members of the WHEF.
2. List of those Board Members whose past performance
merits consideration for re-appointment.
3.
List of persons to be considered for Chairman or
appointment to the Board - this list was assembled by
the present Board Members. (All Board Members must be
appointed by the Board)
4. The Handbook of the White House Endowment Fund.
(May 1993)
The goal of the Endowment Fund at this stage is to raise
approximately $13,000,000, which combined with the approximate
$12,000,000 already raised would establish a $25,000,000 Trust.
The Endowment Fund Board would then be dissolved and the White
House Historical Association would administer the Trust.
Income from the Trust will be used to insure the permanent
conservation and preservation of the public rooms of the White
House and for acquisitions on behalf of the permanent collection.
The Endowment Fund is currently inactive. The Fund is awaiting a
recommendation from the administration (Mrs. Clinton) for the
Chairman of the Board position.
I suggest that the nominee for Chairman first meet with George
Hartzog and Alfred Stern to insure a full understanding of the
Endowment Fund responsibilities.
Messrs. Hartzog and Stern are Board members of the parent
organization, the White House Historical Association, who serve
on the Endowment Fund where they act as "overseers" of the
Endowment Fund activities.
The White House Endowment Fund
Board of Directors
May, 1993
Mr. George P. Caulkins, Jr.
Mrs. William P. Clements, Jr.
Mrs. Earle M. Craig, Jr. -- Chairman
Mr. Stephen Dart
Mr. Bradford M. Freeman
Mrs. Graham Gund
Mrs. Donald J. Hall -- Secretary
Mr. George B. Hartzog, Jr. -- Treasurer
Mrs. Henry L. Hillman
Mr. Roger Horchow -- Vice Chairman
Mr. Richard H. Jenrette
Mrs. John J. Louis, Jr.
Mr. Frederick A. Melhado
Mr. David Rockefeller
Mrs. Frances G. Scaife
Mr. Alfred R. Stern
Mr. John F. Welch, Jr.
Mrs. Nancy Dickerson Whitehead
Mr. Wheelock Whitney
(All terms expire January, 1994)
Present Members of the White House Endowment Fund
Considered for Re-appointment
Mr George P. Caulkins, Ir
Mrs. William P. Clements, Jr.
Mrs. Earle M. Craig, Jr. -- Chairman
Mr. Stephen Dart
Mr. Bradford M. Freeman
Mrs. Graham Gund
Mrs. Donald J. Hall -- Secretary
Mr. George B. Hartzog, Jr. -- Treasurer
Mrs. Henry L. Hillman
Mr Roger Horchow Vice Chairman
Mr. Richard H. Jenrette
Mrs. John J. Louis, Jr.
Mr. Frederick A. Melhado
Mr. David Rockefeller
Mrs Frances C. Scaife
Mr. Alfred R. Stern
Mr. John F. Welch, Jr.
Mrs. Nancy Dickerson Whitehead
Mr Wheelock Whitney
Possible Candidates for Chairman and/or Board Members
Mr. Arthur G. Altschul, New York, NY
Partner, Goldman Sachs. Known to Alfred Stern, current WHEF
Board member.
Mr. Smith Bagley, Washington, D.C.
Suggested by Dorothy Craig, current WHEF Chairman. Has
attended reception for the Fund held by Craigs on Nantucket.
Expressed some interest in Fund's effort.
Mr. Bill Cosby, Los Angeles, CA
Collector of American furniture and art. Was considered as
possible Director candidate by current WHEF Board.
Ms. Ann Cox Chambers, Atlanta, GA
Suggested by Mrs. Craig.
Mr. Joseph Cullman 3rd (or wife Joan), New York, NY
Known to Alfred Stern and Roger Horchow, current WHEF Vice-
Chairman. Mr. Cullman former Chairman, CEO Philip Morris,
donor to Colonial Williamsburg and many other cultural
philanthropies. Former Chairman, World Wildlife Fund.
Given Mr. Cullman's age, Mr. Stern believes that Mrs.
Cullman may be a better choice.
Mr. Angier Biddle Duke, New York, NY
Suggested by Mrs. Craig. Mr. Duke was approached for WHEF
Board membership and declined.
Mrs. Clayton Fritchey, Washington, D.C.
Suggested by Mrs. Gund. Formerly on Board of Art in
Embassies.
Mr. David Geffen, Los Angeles, CA
Suggested by Mrs. Craig. Important collector of modern art.
Ms. Kitty Carlisle Hart, New York, NY
*
Suggested by Mrs. Gund. Actress. Head of N.Y. State
Council of the Arts.
AA
Mrs. Jess Hay, Dallas, TX
Suggested by Mrs. Clements. Raised funds for Democratic
Party in Texas. Former member of White House Preservation
Fund Board.
Mr. Vernon Jordan, Washington, D.C.
Former member of Preservation Fund Board.
ann
Mrs
John Kluge,
Charlottesville, VA
On Board of University of Virginia? Donor to Democratic
party in Virginia.
Mr. Michael Ovitz, Los Angeles, CA
Suggested by Mrs. Craig. Declined membership on WHEF Board.
Mrs. Lew Wasserman, Los Angeles, CA
Former member of WHPF Board. Recently completed successful
$50 million effort on behalf of the Motion Picture and
Television Fund.
May 4, 1993