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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 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. 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. 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. 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. 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. Divider Title: 3 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. 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. Divider Title: 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 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. Divider Title: 5 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 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. 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 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is 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. 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. 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 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. Divider Title: 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 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. Divider Title: 10 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 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. Divider Title: 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 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 tabbed divider. Given our digitization capabilities, we are sometimes unable to adequately scan such dividers. The title from the original document is indicated below. Divider Title: 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 18:06 2027890440 WH ENDOW FUND 002 Revised 2/16/95 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 2027890440 WH ENDOW FUND 003 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 02/18/95 17:33 2027890440 WH ENDOW FUND P.85 FEB-15-95 MON 21:05 2-12-95 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 17:35 2027890440 WH ENDOW FUND 005 FEB-14 25 TUE 04:26 P.01 2-12-95 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 17.78 09027800440 WU ENDOW UNIT NOR P.02 FEB-14-95 TUE 04:27 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. 02/16/95 17:37 2027890440 WH ENDOW FUND a 007 P.08 FEB-13-95 MON 21:07 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