Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$70,207,015J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 381,505 381,505  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
-734,176
b Gross sales price for all assets on line 6a 10,371,180
7 Capital gain net income (from Part IV, line 2)...  
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).......      
12 Total. Add lines 1 through 11........ -352,671 381,505  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 291,128 126,884   164,244
14 Other employee salaries and wages...... 28,160 1,971   26,189
15 Pension plans, employee benefits....... 22,781 811   21,970
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,875 3,969   11,906
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,611 9,438    
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
601 601  
20 Occupancy.............. 19,510 195   19,315
21 Travel, conferences, and meetings....... 10,173 168   9,867
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
37,420 9,190   28,230
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 438,259 153,227   281,721
25 Contributions, gifts, grants paid....... 2,831,000 2,831,000
26 Total expenses and disbursements. Add lines 24 and 25 3,269,259 153,227   3,112,721
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,621,930
b Net investment income (if negative, enter -0-) 228,278
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 3,787,106 4,598,545 4,598,545
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 11,662 3,737 3,737
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 28,572,721 Click to see attachment
List of Attached Documents:
// Content
24,141,051 		65,599,062
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow21,995
Less: accumulated depreciation (attach schedule) right arrow21,094 1,502 Click to see attachment
List of Attached Documents:
// Content
901 		901
15 Other assets (describe right arrow)   Click to see attachment
List of Attached Documents:
// Content
4,770 		Click to see attachment
List of Attached Documents:
// Content
4,770
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,372,991 28,749,004 70,207,015
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
2,057 		 
23 Total liabilities (add lines 17 through 22)......... 2,057 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 32,370,934 28,749,004
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 32,370,934 28,749,004
30 Total liabilities and net assets/fund balances (see instructions). 32,372,991 28,749,004
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
32,370,934
2
Enter amount from Part I, line 27a .....................
2
-3,621,930
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
28,749,004
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,749,004
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
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
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
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  
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
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 right arrow 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) 1 3,173
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,173
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 3,173
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,943
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 47,943
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 44,770
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow44,770 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.WPANDHBWHITEFOUNDATION.ORG
14
The books are in care ofright arrowWP & HB WHITE FOUNDATION Telephone no.right arrow (847) 446-1441

Located atright arrow540 FRONTAGE ROAD STE 3240NORTHFIELDIL ZIP+4right arrow60093
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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 0 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
25.00 		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
ANNE MARIE TIRPAK DIRECTOR
5.00 		5,000 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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
58,126,441
b
Average of monthly cash balances.......................
1b
2,891,542
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
61,017,983
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
61,017,983
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
915,270
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
60,102,713
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,005,136
Part X
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 IX, line 6..................
1
3,005,136
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,173
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,173
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,001,963
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
3,001,963
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,001,963
Part XI
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
3,112,721
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,112,721
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,001,963
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,890,477
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,112,721
a Applied to 2022, but not more than line 2a 1,890,477
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 2023 distributable amount..... 1,222,244
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,779,719
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 AN ON-LINE GRANT APPLICATION FORM WHICH CAN BE FOUND ON THE WEBSITE ON THE GRANT APPLICATION TAB. 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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 GENERAL SUPPORT 25,000

AMATE HOUSE

3600 S SEELEY AVE
CHICAGO,IL60609 		NONE PC GENERAL SUPPORT 20,000

ASSOCIATION HOUSE OF CHICAGO

1116 N KEDZIE AVE
CHICAGO,IL60651 		NONE PC FINANCIAL CAREERS TRAINING 12,000

BICKERDIKE REDEVELOPMENT CORP

2550 W NORTH AVE
CHICAGO,IL60647 		NONE PC AFFORDABLE HOUSING DEVELOPMENT 15,000

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

BOYS HOPE GIRLS HOPE OF ILLINOIS

1100 N LARAMIE AVE
WILMETTE,IL60091 		NONE PC CAREER LAUNCH PROGRAM 10,000

BRIDGE 2 FREEDOM

130 N CENTRAL AVE
CHICAGO,IL60644 		NONE PC GENERAL SUPPORT 20,000

BROTHER RICE HIGH SCHOOL

10001 S PULASKI RD
CHICAGO,IL60655 		NONE PC SCHOLARSHIPS AND FINANCIAL AID 25,000

BUILD

5100 W HARRISON ST
CHICAGO,IL60644 		NONE PC GENERAL SUPPORT 30,000

BY THE HAND CLUB FOR KIDS

PO BOX 10043
CHICAGO,IL60610 		NONE PC GENERAL SUPPORT 25,000

CARE FOR FRIENDS

530 W FULLERTON PKWY
CHICAGO,IL60614 		NONE PC GENERAL SUPPORT 15,000

CAREER TRANSITIONS CENTER

703 W MONROE ST
CHICAGO,IL60661 		NONE PC COLLEGE TO CAREERS PROGRAM 30,000

CASA CENTRAL

1343 N CALIFORNIA AVE
CHICAGO,IL60622 		NONE PC LA POSADA PROGRAM 30,000

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 GENERAL SUPPORT 40,000

CAWC

1116 N KEDZIE 5TH FLR
CHICAGO,IL60651 		NONE PC GENERAL SUPPORT 20,000

CHICAGO CHILDREN'S ADVOCACY CENTER

1240 S DAMEN AVE
CHICAGO,IL60608 		NONE PC GENERAL SUPPORT 40,000

CHICAGO DEBATE COMMISSION

67 E MADISON ST 1616
CHICAGO,IL60603 		NONE PC GENERAL SUPPORT 25,000

CHICAGO FURNITURE BANK

4801 S WHIPPLE ST
CHICAGO,IL60632 		NONE PC WAREHOUSE CAMPAIGN 30,000

CHICAGO SCHOOL OF PROF PSYCHOLOGY

325 N WELLS ST
CHICAGO,IL60654 		NONE PC MENTAL HEALTH FIRST 30,000

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 20,000

CHILDREN'S ONCOLOGY SERVICES

213 W INSTITUTE PL 410
CHICAGO,IL60610 		NONE PC SUMMER CAMP FOR CHILDREN WITH CANCER 25,000

CHILDRENS RESEARCH TRIANGLE

180 N MICHIGAN AVE 700
CHICAGO,IL60601 		NONE PC GENERAL SUPPORT 25,000

CHRIST THE KING JESUIT HIGH SCHOOL

5088 W JACKSON BLVD
CHICAGO,IL60644 		NONE PC FINANCIAL AID FOR TUITION 25,000

CHRISTIAN BROTHERS OF THE MIDWEST

7650 S COUNTY LINE RD
BURR RIDGE,IL60527 		NONE PC SCHOLARSHIPS FOR LASALLIAN EDUCATION 20,000

CHRISTIANS AGAINST POVERTY

650 WARRENVILLE RD 100
LISLE,IL60532 		NONE PC GENERAL SUPPORT FOR CHICAGOLAND 15,000

COALITION FOR SPIRITUAL LEADERSHIP

1701 S 1ST AVE 407
MAYWOOD,IL60153 		NONE PC GENERAL SUPPORT 10,000

COLLECTIVE CHICAGO

1262 W ARGYLE ST
CHICAGO,IL60640 		NONE PC GENERAL SUPPORT 10,000

COMMUNITIES IN SCHOOLS OF CHICAGO

815 W VAN BUREN 300
CHICAGO,IL60607 		NONE PC GENERAL SUPPORT 30,000

COMMUNITYHEALTH NFP

2611 W CHICAGO AVE
CHICAGO,IL60622 		NONE PC GENERAL SUPPORT 25,000

CONNECTIONS FOR THE HOMELESS

2121 DEWEY AVE
EVANSTON,IL60201 		NONE PC GENERAL SUPPORT 5,000

CORNERSTONE COMMUNITY OUTREACH

4628 N CLIFTON AVE
CHICAGO,IL60640 		NONE PC HOUSED CLIENT FOLLOW-UP PILOT 25,000

COVENANT HOUSE ILLINOIS

30 W CHICAGO AVE
CHICAGO,IL60610 		NONE PC GENERAL SUPPORT 20,000

CRADLES TO CRAYONS

2500 W BRADLEY PL
CHICAGO,IL60618 		NONE PC GENERAL SUPPORT 15,000

DE LA SALLE INSTITUTE

3434 S MICHIGAN AVE
CHICAGO,IL60616 		NONE PC STUDENT FINANCIAL ASSISTANCE PROGRAM 25,000

DEBORAH'S PLACE

2822 W JACKSON BLVD
CHICAGO,IL60612 		NONE PC GENERAL SUPPORT 27,500

DEPAUL COLLEGE PREP

3300 N CAMPBELL
CHICAGO,IL60618 		NONE PC FINANCIAL AID AND SCHOLARSHIP PROG 15,000

EQUALITY DREAM TEAM

1813 S CLARK ST 15
CHICAGO,IL60616 		NONE PC ENTREPRENUER AND CAREER ATTAINMENT 10,000

FACING FORWARD TO END HOMELESSNESS

642 N KEDZIE AVE
CHICAGO,IL60612 		NONE PC GENERAL SUPPORT 20,000

FAMILY RESCUE

PO BOX 17528
CHICAGO,IL60617 		NONE PC GENERAL SUPPORT 20,000

FILL A HEART 4 KIDS

1 MARKET SQUARE
LAKE FOREST,IL60045 		NONE PC GENERAL SUPOORT 20,000

FORGING OPPORTUNITIES FOR REFUGEES

1723 W DEVON AVE
CHICAGO,IL60660 		NONE PC NEWCOMER EXCEL PROGRAM 25,000

FRANCISCAN OUTREACH

1101 W ADAMS ST A
CHICAGO,IL60607 		NONE PC GENERAL SUPPORT 15,000

FRESH START CARING FOR KIDS FDN

1821 WALDEN OFFICE SQUARE
SCHAUMBURG,IL60173 		NONE PC MEDICAL PROGRAM 16,000

GENESYS WORKS CHICAGO

180 N WABASH AVE 600
CHICAGO,IL60601 		NONE PC GENERAL SUPPORT 10,000

GIRLS INC OF CHICAGO

2212 S MICHIGAN AVE 210
CHICAGO,IL60616 		NONE PC BOLD FUTURES FOR BOLD GIRLS 20,000

GREATER WEST TOWN COMMUNITY DEVELOP

500 N SACRAMENTO BLVD
CHICAGO,IL60612 		NONE PC ENHANCING OCCUPATIONAL SKILLS 20,000

HIGHSIGHT

1711 N CLEVELAND AVE
CHICAGO,IL60614 		NONE PC ACADEMIC PREP 25,000

HOLY SPIRIT LIFE LEARNING CENTER

2020 W MORSE AVE
CHICAGO,IL60645 		NONE PC GENERAL SUPPORT 15,000

HOLY SPIRIT LIFE LEARNING CENTER

2020 W MORSE AVE
CHICAGO,IL60645 		NONE PC CASE MANAGER 30,000

HOLY TRINITY HIGH SCHOOL

1443 W DIVISION ST
CHICAGO,IL60642 		NONE PC FINANCIAL ASSISTANCE PROGRAM 30,000

HOME

945 W GEORGE ST 218
CHICAGO,IL60657 		NONE PC GENERAL SUPPORT 10,000

HOUSING OPPORTUNITIES FOR WOMEN

1607 W HOWARD ST
CHICAGO,IL60626 		NONE PC GENERAL SUPPORT 25,000

HOWARD AREA COMMUNITY CENTER

7648 N PAULINA ST
CHICAGO,IL60626 		NONE PC FOOD PANTRY SUPPORT 10,000

HUMBLE DESIGN

431 W PERSHING RD
CHICAGO,IL60609 		NONE PC GENERAL SUPPORT 15,000

IGNATION SPIRITUALITY PROJECT

205 W MONROE ST 317
CHICAGO,IL60606 		NONE PC SUPPORT FOR PROGRAMS IN CHICAGO 15,000

IGNITE (TEEN LIVING PROGRAMS)

180 N MICHIGAN AVE 1900
CHICAGO,IL60601 		NONE PC GENERAL SUPPORT 30,000

INFANT WELFARE SOCIETY OF CHICAGO

3600 W FULLERTON
CHICAGO,IL60647 		NONE PC GENERAL SUPPORT 12,000

INSIDE OUT NETWORK

3247 S SUN SPLASH DR
TUCSON,AZ85713 		NONE PC GENERAL SUPPORT FOR ILLINOIS 20,000

INSTITUTE FOR NONVIOLENCE

1856 N LECLAIRE AVE
CHICAGO,IL60639 		NONE PC GENERAL SUPPORT 25,000

JANE ADDAMS RESOURCE CORPORATION

4432 N RAVENSWOOD AVE
CHICAGO,IL60640 		NONE PC GENERAL SUPPORT 35,000

JOSEPHINUM ACADEMY

1501 N OAKLEY BLVD
CHICAGO,IL60622 		NONE PC TECHNOLOGY SUPPORT 25,000

JUVENILE PROTECTIVE ASSOCIATION

1707 HALSTED
CHICAGO,IL60614 		NONE PC TREATMENT AND COUNSELING PROGRAM 20,000

KIDS ABOVE ALL

8765 W HIGGINS 450
CHICAGO,IL60631 		NONE PC EARLY CHILDHOOD PROGRAMMING 15,000

LA CASA NORTE

3533 W NORTH AVE
CHICAGO,IL60647 		NONE PC SUPPORTIVE HOUSING 20,000

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 25,000

LEO CATHOLIC HIGH SCHOOL

7901 S SANGAMON ST
CHICAGO,IL60620 		NONE PC FINANCIAL AID 30,000

LESLIE SHANKMAN SCHOOL CORPORATION

6245 S INGLESIDE AVE
CHICAGO,IL60637 		NONE PC THERAPEUTIC DAY PROGRAM 25,000

LOYOLA UNIVERSITY CHICAGOARRUPE CO

820 N MICHIGAN AVE
CHICAGO,IL60611 		NONE PC GENERAL SUPPORT 32,500

LUMEN CHRISTI INSTITUTE

1220 E 58TH ST
CHICAGO,IL60637 		NONE PC HIGH SCHOOL PROGRAM 20,000

MADONNA MISSION

PO BOX 8518
NORTHFIELD,IL60093 		NONE PC AFTER SCHOOL PROGRAMS 13,000

MARGARET'S VILLAGE

7315 S YALE AVE
CHICAGO,IL60621 		NONE PC GENERAL SUPPORT 25,000

MARILLAC SOCIAL CENTER

212 S FRANCISCO AVE
CHICAGO,IL60612 		NONE PC EARLY CHILHOOD EDUCATION 15,000

MATTHEW HOUSE

3728 S INDIANA AVE
CHICAGO,IL60653 		NONE PC CASE MANGEMENT PROGRAM 15,000

MCDERMOTT CENTER

932 W WASHINGTON BLVD
CHICAGO,IL60607 		NONE PC GENERAL SUPPORT 20,000

MERCY HOUSING LAKEFRONT

120 S LASALLE ST 1915
CHICAGO,IL60603 		NONE PC CHICAGO AFFORDABLE HOUSING DEVELOPME 15,000

MIDTOWN EDUCATIONAL FOUNDATION

718 S LOOMIS ST
CHICAGO,IL60607 		NONE PC GENERAL SUPPORT 10,000

MISSION OF OUR LADY OF MERCY

1140 W JACKSON BLVD
CHICAGO,IL60607 		NONE PC EDUCATION AND CAREER RESOURCES 35,000

MOBILE CARE FOUNDATION

321 N LOOMIS 202
CHICAGO,IL60607 		NONE PC ASTHMA MANAGEMENT 15,000

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 MCDERMOTT-DOYLE PROGRAM 20,000

NEOPOLITAN LIGHTHOUSE

PO BOX 24709
CHICAGO,IL60624 		NONE PC GENERAL SUPPORT 20,000

NEW MOMS INC

5317 W CHICAGO AVE
CHICAGO,IL60651 		NONE PC GENERAL SUPPORT 15,000

NOURISHING HOPE

1716 W HUBBARD ST
CHICAGO,IL60622 		NONE PC HOME DELIVERY SUPPORT 10,000

OAK PARK RIVER FOREST INFANT WELFAR

28 MADISON ST
OAK PARK,IL60302 		NONE PC GENERAL SUPPORT 15,000

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 COLLEGE READINESS PROGRAM 25,000

OUR LADY OF TEPEYAC HIGH SCHOOL

2228 S WHIPPLE
CHICAGO,IL60623 		NONE PC CHALLENGE GRANT 50,000

PACIFIC GARDEN MISSION

1458 S CANAL ST
CHICAGO,IL60607 		NONE PC GENERAL SUPPORT 20,000

PARENTING FOR NON-VIOLENCE

1136 S DELANO CT W B201
CHICAGO,IL60605 		NONE PC GENERAL SUPPORT 30,000

PROJECT VISION INC

236 W 22ND PL 1
CHICAGO,IL60616 		NONE PC GENERAL SUPPORT 20,000

READING IN MOTION

332 S MICHIGAN AVE
CHICAGO,IL60604 		NONE PC GENERAL SUPPORT 20,000

REBUILDING TOGETHER N SUBURBAN

PO BOX 626
GLENVIEW,IL60025 		NONE PC GENERAL SUPPORT 30,000

REGINA DOMINICAN HIGH SCHOOL

701 LOCUST RD
WILMETTE,IL60091 		NONE PC STUDENT LEADER COMPETENCY BADGING 15,000

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 CHALLENGE GRANT 30,000

REVIVE CENTER FOR HOUSING

1668 W OGDEN AVE
CHICAGO,IL60612 		NONE PC GENERAL SUPPORT 25,000

SAFE FAMILIES FOR CHILDREN

4300 W IRVING PARK RD
CHICAGO,IL60641 		NONE PC GENERAL SUPPORT 25,000

SARAH'S CIRCLE

4838 N SHERIDAN RD
CHICAGO,IL60640 		NONE PC GENERAL SUPPORT 20,000

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

SOUTHSIDE CENTER OF HOPE

6423 S WOODLAWN AVE
CHICAGO,IL60637 		NONE PC CHALLENGE GRANT 20,000

SOUTHSIDE CENTER OF HOPE

6423 S WOODLAWN AVE
CHICAGO,IL60637 		NONE PC GENERAL SUPPORT 20,000

SOUTHSIDE PREGNANCY CENTER

3759 W 95TH ST
EVERGREEN PARK,IL60805 		NONE PC GENERAL SUPPORT 20,000

ST ANTHONY HOSPITAL FOUNDATION

2875 W 19TH ST
CHICAGO,IL60623 		NONE PC MENTAL HEALTH SERVICES 20,000

ST FRANCIS DE SALES HIGH SCHOOL

10155 S EWING AVE
CHICAGO,IL60617 		NONE PC GENERAL SUPPORT 25,000

ST JAMES PARISH

2907 S WABASH AVE
CHICAGO,IL60616 		NONE PC FOOD PANTRY PROGRAM 10,000

ST LAURENCE HIGH SCHOOL

5556 W 77TH ST
BURBANK,IL60459 		NONE PC SCHOLARSHIP PROGRAM 30,000

ST LEONARD'S MINISTRIES

2100 W WARREN BLVD
CHICAGO,IL60612 		NONE PC BARLOW WORKFORCE DEVELOPMENT 35,000

ST PATRICK HIGH SCHOOL

5900 W BELMONT AVE
CHICAGO,IL60634 		NONE PC FINANCIAL ASSISTANCE PROGRAM 20,000

ST RITA OF CASCIA HIGH SCHOOL

7740 S WESTERN AVE
CHICAGO,IL60620 		NONE PC TUITION ASSISTANCE 25,000

ST XAVIER UNIVERSITY

3700 W 103RD ST
CHICAGO,IL60655 		NONE PC MINORITY NURSING SCHOLARSHIPS 25,000

TALLER DE JOSE

2831 W 24TH BLVD
CHICAGO,IL60623 		NONE PC GENERAL SUPPORT 25,000

TARGET HOPE

4713 BLARNEY DR
MATTESON,IL60443 		NONE PC ACADEMIC ACHIEVEMENT MODEL 35,000

THE BOULEVARD OF CHICAGO

3456 W FRANKLIN BLVD
CHICAGO,IL60624 		NONE PC GENERAL SUPPORT 27,000

THE CARA PROGRAM

237 S DESPLAINES ST
CHICAGO,IL60661 		NONE PC GENERAL SUPPORT 25,000

THE CHICAGO LIGHTHOUSE

1850 W ROOSEVELT RD
CHICAGO,IL60608 		NONE PC EMPLOYMENT SERVICES PROGRAM 10,000

THE COMMON PANTRY

3744 N DAMEN AVE
CHICAGO,IL60618 		NONE PC GENERAL SUPPORT 20,000

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 25,000

THE RESURRECTION PROJECT

1805 S PAULINA ST
CHICAGO,IL60608 		NONE PC HOPE FAMILY SERVICES PROGRAM 30,000

TUESDAY'S CHILD

3633 N CALIFORNIA AVE
CHICAGO,IL60618 		NONE PC BEHAVIORAL INTERVENTION PROGRAM 10,000

TUTORING CHICAGO

2145 N HALSTED ST
CHICAGO,IL60614 		NONE PC GENERAL SUPPORT 20,000

VOICE OF THE PEOPLE

4611 N SHERIDAN RD
CHICAGO,IL60640 		NONE PC GENERAL SUPPORT 20,000

WINGS PROGRAM

PO BOX 95615
PALATINE,IL60095 		NONE PC SAFE HOUSE AT WINGS METRO 25,000

WITS - WORKING IN THE SCHOOLS

150 N UPPER WACKER DR
CHICAGO,IL60606 		NONE PC GENERAL SUPPORT 20,000

WORLD RELIEF CORPORATION

3507 W LAWRENCE 208
CHICAGO,IL60625 		NONE PC CHILDREN AND YOUTH EMPOWERMENT 20,000

YOUTH JOB CENTER

1114 CHURCH ST
EVANSTON,IL60201 		NONE PC IN-SCHOOL YOUTH TRANSITION 20,000

YOUTH OUTREACH SERVICES

2411 W CONGRESS PKWY
CHICAGO,IL60612 		NONE PC REPORTING CENTER FOR YOUTH 10,000
Total .................................right arrow 3a 2,831,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ....     14 381,505  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		        -734,176
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) ..   381,505 -734,176
13Total. Add line 12, columns (b), (d), and (e)..................
13
-352,671
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
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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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WP & HB WHITE FOUNDATION
EIN:
36-2601558
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PRYSTAWSKY & CO - ACCOUNTING 15,875 3,969   11,906

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TY 2023 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   STRAIGHT LINE 5.0000        
COMPUTERS AND MONITORS 2020-08-17 3,004 601 STRAIGHT LINE 5.0000 601 601    

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TY 2023 GainLossSaleOtherAssetsSch
Name:
WP & HB WHITE FOUNDATION
EIN:
36-2601558
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PUBLICALLY TRADED SECURITIES   PURCHASE     477,427 607,316     -129,889  
PUBLICALLY TRADED SECURITIES   PURCHASE     9,147,774 9,558,236     -410,462  
PUBLICALLY TRADED SECURITIES   PURCHASE     745,979 939,804     -193,825  

TY 2023 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 978,494 1,998,610
ADVANCED MICRO DEVICES 945,408 1,267,726
ALPHABET INC 1,567,821 6,146,360
AMAZON COM INC 509,401 2,613,368
APPLE INC 714,730 6,180,213
APPLIED MATERIALS INC 1,016,260 1,183,111
ARISTA NETWORKS INC 1,046,367 1,365,958
ASML HOLDINGS 955,950 1,021,842
AXCELIS TECHNOLOGIES INC 711,796 1,245,024
CAMECO CORP COM 625,516 603,400
CENTRUS ENERGY CORP    
CORTEVA INC    
CROWDSTRIKE HOLDINGS INC 943,890 1,072,344
EATON CORP 1,046,160 1,180,018
ERICSSON SPON ADR    
ETSY INC    
FORD MOTOR COMPANY    
FORTINET INC 259,467 1,258,395
KEYSIGHT TECHNOLOGIES INC 474,671 827,268
GENERAC HOLDINGS INC    
GENERAL MOTORS    
GLOBALFOUNDRIES INC    
ICON PLC 333,395 2,038,104
ILLUMINA INC    
ISHARES CORE S&P 43,962 47,763
KEYSIGHT TECHNOLOGIES INC    
LAM RESEARCH CORP 1,018,556 1,253,216
MERCADOLIBRE INC 400,674 4,439,601
MICROSOFT CORP 1,348,398 5,189,352
MP MATERIALS CORP    
NICE LTD    
NOKIA    
NVIDIA CORP 590,994 7,923,520
ON SEMICONDUCTOR CORP 504,735 1,110,949
PALO ALTO NETWORKS INC 868,148 2,476,992
QUALCOMM INC    
SALESFORCE COM INC 436,391 1,447,270
SEA LIMITED    
SERVICENOW INC 516,480 2,119,470
SHOPIFY INC 623,251 779,000
SYNOPSYS 832,113 772,365
SKYWORKS SOLUTIONS INC    
TAIWAN SEMICONDUCTOR MFG 941,715 1,924,000
UNITY SOFTWARE INC 1,277,992 1,042,695
VEEVA SYSTEMS INC 359,107 1,078,112
WALMART INC 1,108,328 1,261,200
WORKDAY INC 542,997 1,380,300
ZSCALER INC 597,884 1,351,516

TY 2023 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 21,094 901 901
LAND        


TY 2023 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
EXCISE TAX DEPOSIT   4,770 4,770


TY 2023 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 1,619 16   1,603
OFFICE EXPENSE 21,021 210   20,811
POSTAGE 5,549 555   4,994
SUBSCRIPTIONS 8,391 8,391    
DUES 815 8   807
LICENSE AND FEES 15     15


TY 2023 OtherLiabilitiesSchedule
Name:
WP & HB WHITE FOUNDATION
EIN:
36-2601558
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE 2,057  


TY 2023 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 3,173      
FOREIGN TAX 9,438 9,438