Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
WP & HB WHITE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)540 FRONTAGE ROAD STE 3240
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTHFIELD, IL60093
A Employer identification number

36-2601558
B Telephone number (see instructions)

(847) 446-1441
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$74,868,859J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 180,383 180,383  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,384,862
b Gross sales price for all assets on line 6a 10,420,653
7 Capital gain net income (from Part IV, line 2)... 4,384,862
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 140 140  
12 Total. Add lines 1 through 11........ 4,565,385 4,565,385  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 286,128 124,384   161,744
14 Other employee salaries and wages...... 19,200 1,344   17,856
15 Pension plans, employee benefits....... 20,391 709   19,682
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,200 3,550   10,650
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 68,440 7,154    
19 Depreciation (attach schedule) and depletion... Click to see attachment 511 511  
20 Occupancy.............. 19,295 194   19,101
21 Travel, conferences, and meetings....... 4,523 136   4,387
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 30,221 18,367   11,854
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 462,909 156,349   245,274
25 Contributions, gifts, grants paid....... 2,108,650 2,108,650
26 Total expenses and disbursements. Add lines 24 and 25 2,571,559 156,349   2,353,924
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,993,826
b Net investment income (if negative, enter -0-) 4,409,036
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,790,662 3,479,872 3,479,872
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,279 5,419 5,419
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 23,173,957 Click to see attachment24,451,226 71,358,297
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet21,995
Less: accumulated depreciation (attach schedule) bullet19,291 211 Click to see attachment2,704 2,704
15 Other assets (describe bullet)   Click to see attachment22,567 Click to see attachment22,567
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,970,109 27,961,788 74,868,859
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment6,728 Click to see attachment4,581
23 Total liabilities (add lines 17 through 22)......... 6,728 4,581
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 25,963,381 27,957,207
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 25,963,381 27,957,207
30 Total liabilities and net assets/fund balances (see instructions). 25,970,109 27,961,788
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
25,963,381
2
Enter amount from Part I, line 27a .....................
2
1,993,826
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
27,957,207
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,957,207
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,299,198   6,035,791 4,263,407
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       4,263,407
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,384,862
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 61,286
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 61,286
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 61,286
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 83,853
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 83,853
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 22,567
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet22,567 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWP & HB WHITE FOUNDATION Telephone no.bullet (847) 446-1441

    Located atbullet540 FRONTAGE ROAD STE 3240NORTHFIELDIL ZIP+4bullet60093
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    STEVEN R WHITE PRESIDENT/EX
    40.00     		156,128 7,306 0
    540 FRONTAGE RD STE 3240
    NORTHFIELD,IL60093
    JOHN J MCCORTNEY SECRETARY
    5.00     		10,000 0 0
    540 FRONTAGE RD STE 3240
    NORTHFIELD,IL60093
    PHILIP O'C WHITE VP/TREASURER
    40.00     		110,000 0 0
    540 FRONTAGE RD STE 3240
    NORTHFIELD,IL60093
    WILLIAM P WHITE III DIRECTOR
    5.00     		10,000 0 0
    540 FRONTAGE RD STE 3240
    NORTHFIELD,IL60093
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    57,416,524
    b
    Average of monthly cash balances.......................
    1b
    1,659,484
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    59,076,008
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    59,076,008
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    886,140
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    58,189,868
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,909,493
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,909,493
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    61,286
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    61,286
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,848,207
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,848,207
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,848,207
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,353,924
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,353,924
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,353,924
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,848,207
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 991,081
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,353,924
    a Applied to 2019, but not more than line 2a 991,081
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 1,362,843
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		1,485,364
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    STEVEN R WHITE
    540 FRONTAGE ROAD SUITE 3240
    NORTHFIELD,IL60093
    (847) 446-1441
    bThe form in which applications should be submitted and information and materials they should include:
    THE W.P. & H.B. WHITE FOUNDATION PROVIDES FUNDING TO ORGANIZATIONS IN THE CHICAGO METROPOLITAN AREA THAT CONTRIBUTE TO THE FUTURE GOOD OF OUR SOCIETY, PRIMARILY IN THE AREAS OF EDUCATION, HEALTH, HOUSING AND HUMAN SERVICES, WITH AN EMPHASIS ON HELPING THOSE MOST IN NEED. THERE IS NO GRANT APPLICATION FORM. PROPOSALS FOR GRANTS SHOULD INCLUDE THE FOLLOWING INFORMATION: -HISTORY OF THE ORGANIZATION -PURPOSE AND BENEFICIARIES OF THE REQUEST -ORGANIZATIONAL BUDGET (AND PROJECT BUDGET IF APPLICABLE) -VERIFICATION OF FEDERAL TAX EXEMPT STATUS -LIST OF BOARD OF DIRECTORS -LIST OF CORPORATE/FOUNDATION CONTRIBUTIONS -LATEST AUDITED FINANCIAL STATEMENT BECAUSE THERE ARE LIMITS TO THE NUMBER OF PROPOSALS THAT THE FOUNDATION CAN FUND, SELECTION IN NO WAY REFLECTS ON THE MERITS OF THOSE NOT GIVEN SUPPORT.
    cAny submission deadlines:
    THE BOARD MEETS QUARTERLY IN MARCH, JUNE, SEPTEMBER, AND DECEMBER. PROPOSALS MUST BE RECEIVED NO LAT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE BASICALLY LIMITED TO ILLINOIS CHARITIES FOR GENERAL OPERATING EXPENSES AND SPECIFIC PROGRAMS; HOWEVER, THE FOUNDATION DOES NOT SUPPORT VISUAL AND PERFORMING ARTS, INDIVIDUALS, ENDOWMENTS OR FUND RAISING EVENTS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A SAFE HAVEN
    2750 W ROOSEVELT RD
    CHICAGO,IL60608     		NONE PC COVID-19 SUPPORT 10,000
    A SAFE HAVEN
    2750 W ROOSEVELT RD
    CHICAGO,IL60608     		NONE PC GENERAL SUPPORT 25,000
    A SAFE HAVEN
    2750 W ROOSEVELT RD
    CHICAGO,IL60608     		NONE PC GENERAL SUPPORT 50,000
    ABOVE AND BEYOND
    2942 W LAKE ST
    CHICAGO,IL60612     		NONE PC BEHAVIORAL HEALTH PROGRAM 15,000
    AMATE HOUSE
    3600 S SEELEY AVE
    CHICAGO,IL60609     		NONE PC GENERAL SUPPORT 15,000
    ASPIRE OF ILLINOIS
    1815 S WOLF RD
    HILLSIDE,IL60162     		NONE PC INCLUSION INITIATIVE IN 10 SCHOOLS 20,000
    ASSOCIATION HOUSE OF CHICAGO
    1116 N KEDZIE AVE
    CHICAGO,IL60651     		NONE PC FINANCIAL CAREERS TRAINING 10,000
    BICKERKIDE REDEVELOPMENT CORP
    2550 W NORTH AVE
    CHICAGO,IL60647     		NONE PC GENERAL SUPPORT 10,000
    BIG SHOULDERS FUND
    212 W VAN BUREN ST 900
    CHICAGO,IL60607     		NONE PC COVID-19 SUPPORT 10,000
    BIG SHOULDERS FUND
    212 W VAN BUREN ST 900
    CHICAGO,IL60607     		NONE PC COLLEGE ACCESS PROGRAM 35,000
    BOTTOM LINE
    65 E WACKER PL 800
    CHICAGO,IL60601     		NONE PC ACCESS AND SUCCESS PROGRAM 10,000
    BRIDGE 2 FREEDOM
    130 N CENTRAL AVE
    CHICAGO,IL60644     		NONE PC GENERAL SUPPPORT 15,000
    BRIDGE 2 FREEDOM
    130 N CENTRAL AVE
    CHICAGO,IL60644     		NONE PC CHALLENGE GRANT 15,000
    BUILD
    5100 W HARRISON ST
    CHICAGO,IL60644     		NONE PC GENERAL SUPPORT 20,000
    BY THE HAND CLUB FOR KIDS
    PO BOX 10043
    CHICAGO,IL60610     		NONE PC TECHNOLOGY ENABLED BLENDED LEARNING 25,000
    CARA PROGRAM
    237 S DESPLAINES
    CHICAGO,IL60661     		NONE PC GENERAL SUPPORT 15,000
    CAREER TRANSITIONS CENTER
    703 W MONROE ST
    CHICAGO,IL60661     		NONE PC CAREER BOOTCAMP 28,000
    CASA CENTRAL
    1343 N CALIFORNIA AVE
    CHICAGO,IL60622     		NONE PC COVID-19 SUPPORT 10,000
    CASA CENTRAL
    1343 N CALIFORNIA AVE
    CHICAGO,IL60622     		NONE PC LA POSADA PROGRAM 22,000
    CASA OF COOK COUNTY
    1100 S HAMILTON AVE 8W
    CHICAGO,IL60612     		NONE PC GENERAL SUPPORT 25,000
    CATHOLIC THEOLOGICAL UNION
    5401 S CORNELL AVE
    CHICAGO,IL60615     		NONE PC OSCAR ROMERO SCHOLARSHIP PROGRAM 20,000
    CAWC
    1116 N KEDZIE 5TH FLR
    CHICAGO,IL60651     		NONE PC GENERAL SUPPORT 15,000
    CHICAGO CHILDREN'S ADVOCACY CENTER
    1240 S DAMEN AVE
    CHICAGO,IL60608     		NONE PC GENERAL SUPPORT 25,000
    CHICAGO YOUTH PROGRAMS
    5350 S PRAIRIE AVE
    CHICAGO,IL60615     		NONE PC GENERAL SUPPORT 25,000
    CHILD'S VOICE
    180 HANSEN CT
    WOOD DALE,IL60191     		NONE PC EARLY INTERVENTION PROGRAM 15,000
    CHILDREN'S ONCOLOGY SERVICES
    213 W INSTITUTE PL 410
    CHICAGO,IL60610     		NONE PC 2020 CAMP FOR CHILDREN W/ CANCER 15,000
    COMMUNITIES IN SCHOOLS OF CHICAGO
    815 W VAN BUREN 300
    CHICAGO,IL60607     		NONE PC GENERAL SUPPORT 25,000
    COMMUNITYHEALTH NFP
    2611 W CHICAGO AVE
    CHICAGO,IL60622     		NONE PC GENERAL SUPPORT 20,000
    DE LA SALLE INSTITUTE
    3434 S MICHIGAN AVE
    CHICAGO,IL60616     		NONE PC STUDENT FINANCIAL ASSISTANCE PROGRAM 20,000
    DEBORAH'S PLACE
    2822 W JACKSON BLVD
    CHICAGO,IL60612     		NONE PC GENERAL SUPPORT 22,500
    DEBORAH'S PLACE
    2822 W JACKSON BLVD
    CHICAGO,IL60612     		NONE PC COVID-19 SUPPORT 10,000
    DEPAUL COLLEGE PREP
    3333 N ROCKWELL ST
    CHICAGO,IL60618     		NONE PC FINANCIAL AID AND SCHOLARSHIP PROGRA 15,000
    FACING FORWARD TO END HOMELESSNESS
    642 N KEDZIE AVE
    CHICAGO,IL60612     		NONE PC COVID-19 SUPPORT 10,000
    FACING FORWARD TO END HOMELESSNESS
    642 N KEDZIE AVENUE
    CHICAGO,IL60612     		NONE PC GENERAL SUPPORT 20,000
    FAMILY RESCUE
    PO BOX 17528
    CHICAGO,IL60617     		NONE PC GENERAL SUPPORT 20,000
    FOREFRONT
    208 S LASALLE ST
    CHICAGO,IL60604     		NONE PC GENERAL OPERATING 4,150
    FRANCISCAN OUTREACH
    717B W 18TH ST
    CHICAGO,IL60616     		NONE PC GENERAL SUPPORT 15,000
    FRESH START CARING FOR KIDS FOUNDAT
    444 E ALGONQUIN RD
    ARLINGTON HEIGHTS,IL60005     		NONE PC MEDICAL PROGRAM IN CHICAGO 14,000
    GREATER WEST TOWN COMMUNITY DEVELOP
    500 N SACRAMENTO BLVD
    CHICAGO,IL60612     		NONE PC GENERAL SUPPORT 20,000
    HOME
    1419 W CARROLL AVE F12
    CHICAGO,IL60607     		NONE PC GENERAL SUPPORT 10,000
    HIGHSIGHT
    315 W WALTON ST
    CHICAGO,IL60610     		NONE PC GENERAL SUPPORT 20,000
    HOLY TRINITY HIGH SCHOOL
    1443 W DIVISION ST
    CHICAGO,IL60642     		NONE PC FINANCIAL ASSISTANCE PROGRAM 25,000
    HOUSING OPPORTUNITIES FOR WOMEN
    1607 W HOWARD ST
    CHICAGO,IL60626     		NONE PC GENERAL SUPPORT 25,000
    I GROW CHICAGO
    415 E NORTH WATER ST 25
    CHICAGO,IL60611     		NONE PC GENERAL SUPPORT 10,000
    IGNATION SPIRITUALITY PROJECT
    1641 S ALLPORT
    CHICAGO,IL60608     		NONE PC SUPPORT FOR PROGRAMS IN CHICAGO 15,000
    IGNITE (TEEN LIVING PROGRAMS)
    180 N MICHIGAN AVE 1900
    CHICAGO,IL60601     		NONE PC GENERAL SUPPORT 20,000
    IGNITE (TEEN LIVING PROGRAMS)
    180 N MICHIGAN AVE 1900
    CHICAGO,IL60601     		NONE PC COVID-19 SUPPORT 10,000
    INFANT WELFARE SOCIETY OF CHICAGO
    3600 W FULLERTON
    CHICAGO,IL60647     		NONE PC GENERAL SUPPORT 12,000
    JANE ADDAMS RESOURCE CORPORATION
    4432 N RAVENSWOOD AVE
    CHICAGO,IL60640     		NONE PC GENERAL SUPPORT 30,000
    JOSEPHINUM ACADEMY
    1501 N OAKLEY BLVD
    CHICAGO,IL60622     		NONE PC COST OF EDUCATION PROGRAM 20,000
    JUVENILE PROTECTIVE ASSOCIATION
    1707 HALSTED
    CHICAGO,IL60614     		NONE PC GENERAL SUPPORT 19,000
    KIDS ABOVE ALL
    8765 W HIGGINS 450
    CHICAGO,IL60631     		NONE PC EARLY CHILDHOOD PROGRAMMING 12,500
    LA CASA NORTE
    3533 W NORTH AVE
    CHICAGO,IL60647     		NONE PC YOUTH IN COLLEGE PROGRAM 9,000
    LA CASA NORTE
    3533 W NORTH AVE
    CHICAGO,IL60647     		NONE PC COVID-19 SUPPORT 10,000
    LAMBS FARM
    14245 W ROCKLAND RD
    LIBERTYVILLE,IL60048     		NONE PC COMPREHENSIVE VOCATIONAL SERVICES 15,000
    LAWRENCE HALL
    4833 N FRANCISCO AVE
    CHICAGO,IL60625     		NONE PC GENERAL SUPPORT 20,000
    LEO CATHOLIC HIGH SCHOOL
    7901 S SANGAMON ST
    CHICAGO,IL60620     		NONE PC FINANCIAL AID 25,000
    LINCOLN PARK COMMUNITY SERVICES
    1521 N SEDGEWICK
    CHICAGO,IL60610     		NONE PC COVID-19 SUPPORT 10,000
    LINCOLN PARK COMMUNITY SERVICES
    1521 N SEDGEWICK
    CHICAGO,IL60610     		NONE PC GENERAL SUPPORT 15,000
    LOYOLA UNIVERSITY CHICAGOARRUPE CO
    820 N MICHIGAN AVE
    CHICAGO,IL60611     		NONE PC GENERAL SUPPORT 30,000
    MARGARET'S VILLAGE
    7315 S YALE AVE
    CHICAGO,IL60621     		NONE PC GENERAL SUPPORT 15,000
    MATTHEW HOUSE
    3728 S INDIANA AVE
    CHICAGO,IL60653     		NONE PC CASE MANAGEMENT PROGRAM 10,000
    MERCY HOME FOR BOYS AND GIRLS
    1140 W JACKSON BLVD
    CHICAGO,IL60607     		NONE PC EDUCATION AND CAREER RESOUCES 25,000
    MERCY HOME FOR BOYS AND GIRLS
    1140 W JACKSON BLVD
    CHICAGO,IL60607     		NONE PC COVID-19 SUPPORT 10,000
    MERCY HOUSING LAKEFRONT
    120 S LASALLE ST 1915
    CHICAGO,IL60603     		NONE PC CHICAGO AFFORDABLE HOUSING DEVELOPME 15,000
    METROPOLITAN FAMILY SERVICES
    1 N DEABORN ST 1000
    CHICAGO,IL60602     		NONE PC PARENTING FUNDAMENTALS PROGRAM 10,000
    MIDTOWN EDUCATIONAL FOUNDATION
    718 S LOOMIS ST
    CHICAGO,IL60607     		NONE PC GENERAL SUPPORT 10,000
    MOBILE CARE FOUNDATION
    321 N LOOMIS 202
    CHICAGO,IL60607     		NONE PC COMPREHENSIVE ASTHMA MANAGEMENT 12,000
    MOTHER MCAULEY LIBERAL ARTS HIGH SC
    3737 W 99TH ST
    CHICAGO,IL60637     		NONE PC SCHOLARSHIP ASSISTANCE 16,000
    MOUNT CARMEL HIGH SCHOOL
    6410 S DANTE AVE
    CHICAGO,IL60637     		NONE PC FINANCIAL AID SCHOLARSHIPS 20,000
    NEOPOLITAN LIGHTHOUSE
    PO BOX 24709
    CHICAGO,IL60624     		NONE PC GENERAL SUPPORT 10,000
    NEOPOLITAN LIGHTHOUSE
    PO BOX 24709
    CHICAGO,IL60624     		NONE PC ONE TIME GRANT 50,000
    NEW MOMS INC
    5317 W CHICAGO AVE
    CHICAGO,IL60651     		NONE PC GENERAL SUPPORT 15,000
    OAK PARK RIVER FOREST INFANT WELFAR
    320 LAKE ST
    OAK PARK,IL60302     		NONE PC GENERAL SUPPORT 10,000
    OLD IRVING PARK COMMUNITY
    5425 W ADDISON ST
    CHICAGO,IL60641     		NONE PC GENERAL SUPPORT 15,000
    OUR LADY OF TEPEYAC HIGH SCHOOL
    2228 S WHIPPLE
    CHICAGO,IL60623     		NONE PC FINANCIAL AID PROGRAM 25,000
    PACIFIC GARDEN MISSION
    1458 S CANAL ST
    CHICAGO,IL60607     		NONE PC GENERAL SUPPORT 15,000
    PARENTING FOR NON-VIOLENCE
    1136 S DELANO CT W B201
    CHICAGO,IL60605     		NONE PC GENERAL SUPPORT 25,000
    PROJECT VISION INC
    236 W 22ND PL 1
    CHICAGO,IL60616     		NONE PC GENERAL SUPPORT 10,000
    READING IN MOTION
    65 E WACKER PL 305
    CHICAGO,IL60601     		NONE PC GENERAL SUPPORT 20,000
    REBUILDING TOGETHER N SUBURBAN
    PO BOX 626
    GLENVIEW,IL60025     		NONE PC GENERAL SUPPORT 15,000
    REGINA DOMINICAN HIGH SCHOOL
    701 LOCUST RD
    WILMETTE,IL60091     		NONE PC STUDENT LEADERSHIP COMPETENCY BADGIN 10,000
    RESTORING THE PATH
    1406 W 64TH ST
    CHICAGO,IL60636     		NONE PC GENERAL SUPPORT 30,000
    RESTORING THE PATH
    1406 W 64TH
    CHICAGO,IL60636     		NONE PC ONE TIME CHALLENGE GRANT 20,000
    RYAN BANKS ACADEMY INC
    1245 S MICHIGAN POBOX 212
    CHICAGO,IL60605     		NONE PC GENERAL SUPPORT 15,000
    SAFE FAMILIES FOR CHILDREN
    4300 W IRVING PARK RD
    CHICAGO,IL60641     		NONE PC GENERAL SUPPORT - CHICAGO 20,000
    SARAH'S CIRCLE
    4838 N SHERIDAN RD
    CHICAGO,IL60640     		NONE PC GENERAL SUPPORT 20,000
    SARAH'S CIRCLE
    4838 N SHERIDAN RD
    CHICAGO,IL60640     		NONE PC COVID-19 SUPPORT 10,000
    SECOND SENSE
    65 E WACKER PL 1010
    CHICAGO,IL60601     		NONE PC GENERAL SUPPORT 15,000
    SISTER HOUSE
    25 WASHINGTON BLVD
    CHICAGO,IL60302     		NONE PC GENERAL SUPPORT 25,000
    SOUTHWEST CHICAGO HOMELESS SERVICES
    3121 W 71ST
    CHICAGO,IL60629     		NONE PC COVID-19 SUPPORT 10,000
    SOUTHWEST CHICAGO HOMELESS SERVICES
    3121 W 71ST
    CHICAGO,IL60629     		NONE PC GETTING AND STAYING HOUSED PROGRAM 10,000
    SPARK CHICAGO
    67 E MADISON 2101
    CHICAGO,IL60603     		NONE PC SUPPORT FOR CHICAGO PROGRAM 10,000
    ST FRANCIS DE SALES HIGH SCHOOL
    10155 S EWING AVE
    CHICAGO,IL60617     		NONE PC FINANCIAL AID SCHOLARSHIPS 15,000
    ST JOSEPH HIGH SCHOOL
    10900 W CERMAK RD
    WESTCHESTER,IL60154     		NONE PC FINANCIAL ASSITANCE PROGRAM 25,000
    ST JOSEPH SERVICES
    1501 N OAKLEY BLVD
    CHICAGO,IL60622     		NONE PC YOUTH OUT OF SCHOOL TIME PROGRAM 5,000
    ST LAURENCE HIGH SCHOOL
    5556 W 77TH ST
    BURBANK,IL60459     		NONE PC SCHOLARSHIPS FOR 8-10 YOUNG WOMEN 20,000
    ST LEONARDS MINISTRIES
    2100 W WARREN BLVD
    CHICAGO,IL60612     		NONE PC BARLOW CENTER PROGRAMS 25,000
    ST MARTIN DE PORRES HOUSE OF HOPE
    6423 S WOODLAWN AVE
    CHICAGO,IL60637     		NONE PC COVID-19 SUPPORT 10,000
    ST MARTIN DE PORRES HOUSE OF HOPE
    6423 S WOODLAWN AVE
    CHICAGO,IL60637     		NONE PC GENERAL SUPPORT 20,000
    ST PATRICK HIGH SCHOOL
    5900 W BELMONT AVE
    CHICAGO,IL60634     		NONE PC FINANCIAL ASSISTANCE PROGRAM 15,000
    ST XAVIER UNIVERSITY
    3700 W 103RD ST
    CHICAGO,IL60655     		NONE PC MINORITY NURSING SCHOLARSHIPS 10,000
    TALLER DE JOSE
    2831 W 24TH BLVD
    CHICAGO,IL60623     		NONE PC STATUS ADJUSTMENT ACCOMPANIMENT PROG 15,000
    TARGET HOPE
    4713 BLARNEY AVE
    MATTESON,IL60443     		NONE PC GENERAL SUPPORT 25,000
    TARGET HOPE
    4713 BLARNEY AVE
    MATTESON,IL60443     		NONE PC COVID-19 SUPPORT 10,000
    THE BOULEVARD OF CHICAGO
    3456 W FRANKLIN BLVD
    CHICAGO,IL60624     		NONE PC GENERAL SUPPORT 22,500
    THE CHICAGO DEBATE COMMISSION
    200 S MICHIGAN AVE 1040
    CHICAGO,IL60604     		NONE PC GENERAL SUPPORT 15,000
    THE CHICAGO LIGHTHOUSE
    1850 W ROOSEVELT RD
    CHICAGO,IL60608     		NONE PC GENERAL SUPPORT 10,000
    THE CRADLE FOUNDATION
    2049 RIDGE AVE
    EVANSTON,IL60201     		NONE PC NURSERY & SPECIAL NEEDS PROGRAM 10,000
    THE NIGHT MINISTRY
    1735 N ASHLAND AVE 2000
    CHICAGO,IL60622     		NONE PC GENERAL SUPPORT 15,000
    THE NIGHT MINISTRY
    1735 N ASHLAND AVE 2000
    CHICAGO,IL60622     		NONE PC COVID-19 SUPPORT 10,000
    THE RESURRECTION PROJECT
    1805 S PAULING ST
    CHICAGO,IL60608     		NONE PC HOPE FAMILY SERVICES PROGRAM 25,000
    THE WOMEN'S TREATMENT CENTER
    140 N ASHLAND AVE
    CHICAGO,IL60607     		NONE PC GENERAL SUPPORT 10,000
    TUESDAY'S CHILD
    3633 N CALIFORNIA AVE
    CHICAGO,IL60618     		NONE PC BEHAVIORAL INTERVENTION PROGRAM 5,000
    TUTORING CHICAGO
    2145 N HALSTED ST
    CHICAGO,IL60614     		NONE PC GENERAL SUPPORT 15,000
    UMOJA STUDENT DEVELOPMENT CORP
    910 W VAN BUREN ST 710
    CHICAGO,IL60607     		NONE PC GENERAL SUPPORT 25,000
    URBAN CPE CONSORTIUM
    1668 W OGDEN AVE
    CHICAGO,IL60612     		NONE PC GENERAL SUPPORT 10,000
    VOICE OF THE PEOPLE
    4611 N SHERIDAN RD
    CHICAGO,IL60640     		NONE PC GENERAL SUPPORT 20,000
    WALTER MENDENHALL INC NFP
    5031 MULFORD ST
    SKOKIE,IL60077     		NONE PC GENERAL SUPPORT 15,000
    WINGS PROGRAM
    PO BOX 95615
    PALATINE,IL60095     		NONE PC SAFE HOUSE AT WINGS METRO 25,000
    WITS - WORKING IN THE SCHOOLS
    641 W LAKE ST 200
    CHICAGO,IL60661     		NONE PC ROCHELLE LEE TEACHER AWARD PROGRAM 15,000
    WORLD RELIEF CORPORATION
    3507 W LAWRENCE
    CHICAGO,IL60625     		NONE PC GENERAL SUPPORT - ALBANY PARK 15,000
    YOUTH JOB CENTER
    1114 CHURCH ST
    EVANSTON,IL60201     		NONE PC GENERAL SUPPORT 20,000
    YOUTH OUTREACH SERVICES
    2411 W CONGRESS PKWY
    CHICAGO,IL60612     		NONE PC EXPANSION OF TELEHEALTH SYSTEM 5,000
    Total .................................bullet 3a 2,108,650
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 180,383  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     18 140  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 4,384,862  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   4,565,385  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,565,385
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WP & HB WHITE FOUNDATION
    EIN:
    36-2601558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    E VACCARIELLO & CO - ACCOUNTING 14,200 3,550   10,650

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    WP & HB WHITE FOUNDATION
    EIN:
    36-2601558
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE AND FIXTURES - 2010 & PRIOR 2010-01-01 16,887   STRAIGHT LINE 5.0000        
    COMPUTER AND PRINTER 2015-09-14 2,104 420 STRAIGHT LINE 5.0000 211 211    
    COMPUTERS AND MONITORS 2020-08-17 3,004   STRAIGHT LINE 5.0000 300 300    

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WP & HB WHITE FOUNDATION
    EIN:
    36-2601558
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS 573,838 1,250,300
    AKOUSTIC TECHNOLOGIES INC 408,240 611,500
    ALIBABA GROUP HOLDINGS LTD 606,250 1,861,840
    ALPHABET INC 1,028,979 3,505,280
    AMAZON COM INC 874,018 6,513,860
    APPLE INC 771,658 4,723,764
    ARC GENOMIC REVOLUTION 1,418,993 1,398,900
    AVALARA INC 707,242 939,873
    BAIDU INC    
    BROWN CAPITAL MANAGEMENT 856,938 1,555,460
    CIENA CORP 479,667 554,925
    CYBER-ARC SOFTWARE    
    EQUINIX INC 410,348 428,508
    FACEBOOK INC    
    FASTLY INC 409,826 1,572,660
    FORTINET INC 259,467 638,679
    ICON PLC 333,395 1,403,856
    ILLUMINA INC 460,851 1,110,000
    INPHI CORP    
    INTEL CORP    
    IQVIA HOLDINGS INC    
    INSEEGO CORP 409,940 618,800
    INVESCO GLOBAL CLEAN ENERGY 674,648 736,700
    INVESCO SOLAR ETF 679,466 750,148
    INVESCO WILDERHILL CLEAN ENERGY 683,217 734,069
    ISHARES CORE S&P 42,291 75,078
    JD COM INC 623,868 1,889,850
    KEYSIGHT TECHNOLOGIES INC 474,671 686,868
    LUMENTUM HOLDINGS INC 473,085 758,400
    MASTERCARD INC 614,260 2,534,274
    MERCADOLIBRE INC 619,860 7,873,534
    MICROSOFT CORP 835,408 2,669,040
    NICE LTD 258,644 737,204
    NVIDIA CORP 590,994 2,088,800
    PALO ALTO NETWORKS INC 267,278 462,007
    PAYPAL HOLDINGS INC 343,734 3,957,980
    QUALYS INC 258,923 402,171
    SALESFORCE COM INC 864,619 2,447,830
    SERVICENOW INC 516,480 1,651,290
    SKYWORKS SOLUTIONS INC 481,881 856,128
    TAIWAN SEMICONDUCTOR MFG 941,715 2,017,240
    TELEFONAKIEBOLAGET LM ERICSSON 405,236 549,700
    TENCENT HOLDINGS LTD 940,582 1,527,498
    VEEVA SYSTEMS INC 641,263 2,722,500
    VIAVI SOLUTIONS INC    
    VISA INC 560,552 1,367,063
    WALMART INC 704,834 778,410
    WORKDAY INC 542,997 1,198,050
    XILINX INC    
    ZSCALER INC 401,070 1,198,260

    TY 2020 LandEtcSchedule2
    Name:
    WP & HB WHITE FOUNDATION
    EIN:
    36-2601558
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT 21,995 19,291 2,704 2,704
    LAND        


    TY 2020 OtherAssetsSchedule
    Name:
    WP & HB WHITE FOUNDATION
    EIN:
    36-2601558
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERAL EXCISE TAX DEPOSIT   22,567 22,567


    TY 2020 OtherExpensesSchedule
    Name:
    WP & HB WHITE FOUNDATION
    EIN:
    36-2601558
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    FINANCIAL REPORTS 10 10    
    INSURANCE 2,411 24   2,387
    OFFICE EXPENSE 6,417 603   5,814
    POSTAGE 2,265 226   2,039
    SUBSCRIPTIONS 15,021 15,021    
    DUES 1,615 16   1,599
    BANK SERVICE CHARGES 2,467 2,467    
    LICENSE AND FEES 15     15


    TY 2020 OtherIncomeSchedule2
    Name:
    WP & HB WHITE FOUNDATION
    EIN:
    36-2601558
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LITIGATION CLAIMS 140 140  


    TY 2020 OtherLiabilitiesSchedule
    Name:
    WP & HB WHITE FOUNDATION
    EIN:
    36-2601558
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES PAYABLE 4,581 4,581
    EXCISE TAX PAYABLE 2,147  


    TY 2020 TaxesSchedule
    Name:
    WP & HB WHITE FOUNDATION
    EIN:
    36-2601558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECTION 4940 EXCISE TAX 61,286      
    FOREIGN TAX 7,154 7,154