Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
WP & HB White Foundation
 
% Steven R White
Number and street (or P.O. box number if mail is not delivered to street address) 540 Frontage Rd STE 3240
 
Room/suite
City or town
Northfield
State or province
IL
Country  
ZIP or foreign postal code
60093
A Employer identification number

36-2601558
B Telephone number (see instructions)

8474461441
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$107,459,927
J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 422,691 422,691  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,008,547
b Gross sales price for all assets on line 6a 13,336,539
7 Capital gain net income (from Part IV, line 2)... 10,008,547
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........ 10,431,238 10,431,238  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 407,888 193,379   214,509
14 Other employee salaries and wages...... 33,990 2,379   31,611
15 Pension plans, employee benefits....... 27,544 986   26,558
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 16,500 4,125   12,375
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 155,223 13,324    
19 Depreciation (attach schedule) and depletion... 300 300  
20 Occupancy.............. 21,447 215   21,232
21 Travel, conferences, and meetings....... 10,867 163   10,541
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 32,409 7,827   24,582
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 706,168 222,698   341,408
25 Contributions, gifts, grants paid....... 4,313,500 4,313,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 5,019,668 222,698   4,654,908
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,411,570
b Net investment income (if negative, enter -0-) 10,208,540
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 5,118,041 6,438,629 6,438,629
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 3,756 3,798 3,798
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 24,520,724 Click to see attachment
List of Attached Documents:
// Content
28,709,811
101,017,500
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 21,995
Less: accumulated depreciation (attach schedule) 21,995 300    
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,642,821 35,152,238 107,459,927
Liabilities 17 Accounts payable and accrued expenses.......... 439 1,387
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 ) Click to see attachment
List of Attached Documents:
// Content
4,129
101,028
23 Total liabilities (add lines 17 through 22)......... 4,568 102,415
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 29,638,253 35,049,823
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 29,638,253 35,049,823
30 Total liabilities and net assets/fund balances (see instructions). 29,642,821 35,152,238
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
29,638,253
2
Enter amount from Part I, line 27a .....................
2
5,411,570
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
35,049,823
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
35,049,823
Form 990-PF (2025)
Form 990-PF (2025)
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 Publically Traded Securities P    
b Publically Traded Securities P    
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 745,250   414,875 330,375
b 12,591,289   2,913,117 9,678,172
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       330,375
b       9,678,172
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 10,008,547
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 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) 1 141,899
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 0
3 Add lines 1 and 2........................... 3 141,899
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 141,899
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 40,871
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 40,871
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....... 9 101,028
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
IL
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 2025 or the taxable year beginning in 2025? 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 addresswww.wpandhbwhitefoundation.org
14
The books are in care ofSTEVEN R WHITE Telephone no. (847) 446-1441

Located at540 Frontage Rd Ste 3240NorthfieldIL ZIP+460093
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
1d
 
No
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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
 
No
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 PresidentExec Dir
40.00
202,053 9,103 0
540 Frontage Rd STE 3240
Northfield,IL60093
Philip OC White VPTreasurer
25.00
170,000 0 0
540 Frontage Rd STE 3240
Northfield,IL60093
John J McCortney Secretary
5.00
20,000 0 0
540 Frontage Rd STE 3240
Northfield,IL60093
William P White III Director
5.00
20,000 0 0
540 Frontage Rd STE 3240
Northfield,IL60093
Anne M Tirpak 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
96,415,965
b
Average of monthly cash balances.......................
1b
3,836,522
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
100,252,487
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
100,252,487
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,503,787
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
98,748,700
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
4,937,435
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,937,435
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
141,899
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
141,899
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,795,536
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,795,536
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
4,795,536
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, line 26, column (d) ..........
1a
4,654,908
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
4,654,908
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 4,795,536
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 2,217,721
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 4,654,908
a Applied to 2024, but not more than line 2a 2,217,721
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 2025 distributable amount..... 2,437,187
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
2,358,349
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 2020 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
STEVEN R WHITE
540 Frontage Rd Ste 3240
Northfield,IL60093
(847) 446-1441
srwhite@ameritech.net
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.
cAny submission deadlines:
15th day of the quarter
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 (2025)
Form 990-PF (2025)
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 Save Haven


2750 W Roosevelt Rd
Chicago,IL60608
None   Interim Housing Program 25,000
African American Christian Fdn


6707 North Ave
Oak Park,IL60302
None   Mental Health 20,000
Amate House


3600 S Seeley Ave
Chicago,IL60609
None   General Support 20,000
Association House of Chicago


1116 N Kedzie Ave
Chicago,IL60651
None   Financial Careers Training 14,000
Bickerdike Redevelopment Corp


2550 W North Ave
Chicago,IL60647
None   General Support 15,000
Big Shoulders Fund


212 W Van Buren St
Chicago,IL60607
None   College Access Program 35,000
Bottom Line


65 E Wacker Pl
Chicago,IL60601
None   Access and Success Program 25,000
Breakthrough Urban Ministries


402 N St Louis Ave
Chicago,IL60624
None   General Support 25,000
Bridge 2 Freedom


130 N Central Ave
Chicago,IL60655
None   General Support 30,000
Brother Rice High School


10001 S Pulaski Rd
Chicago,IL60655
None   Scholarships and Financial Aid 25,000
BUILD


5100 W Harrison St
Chicago,IL60644
None   General Support 30,000
By The Hand Club For Kids


PO Box 10043
Chicago,IL60610
None   General Support 25,000
CARA Program


237 S Desplaines
Chicago,IL60661
None   General Support 125,000
Care For Friends


530 W Fullerton Pkwy
Chicago,IL60614
None   General Support 23,000
Career Transitions Center


703 W Monroe St
Chicago,IL60661
None   College to Careers Program 30,000
CASA Central


1343 N California Ave
Chicago,IL60622
None   La Posada Program 30,000
CASA of Cook County


1100 S Hamilton Ave
Chicago,IL60612
None   General Support 30,000
Catholic Theological Union


5416 S Cornell Ave
Chicago,IL60615
None   General Support 50,000
CAWC


1116 N Kedzie
Chicago,IL60651
None   General Support 30,000
Chicago Childrens Advocacy


1240 S Damen Ave
Chicago,IL60608
None   General Support 140,000
Chicago Debate Commission


67 E Madison St
Chicago,IL60603
None   General Support 30,000
Chicago Furniture Bank


4801 S Whipple St
Chicago,IL60632
None   General Supoprt 30,000
Chicago Youth Programs


5350 S Prairie Ave
Chicago,IL60615
None   General Support 25,000
Childs Voice


180 Hansen Ct
Wood Dale,IL60191
None   Intervention Program 20,000
Childrens Oncology Services


213 W Institute Pl
Chicago,IL60610
None   Summer Camp for Children with Cancer 20,000
Childrens Research Triangle


70 E Lak St
Chicago,IL60601
None   General Support 25,000
Christ the King Jesuit High School


5088 W Jackson Blvd
Chicago,IL60644
None   Financial Aid for Tuition 80,000
Christians Against Proverty


650 Warrenville Rd
Lisle,IL60532
None   General Support for Chicagoland 25,000
Coalition for Spiritual Leadership


1701 S 1st Ave
Maywood,IL60153
None   General Support 15,000
Collective Chicago


1262 W Argyle St
Chicago,IL60640
None   General Support 20,000
Communities in School of Chicago


815 W Van Buren
Chicago,IL60607
None   General Support 40,000
CommunityHealth NFP


2611 W Chicago Ave
Chicago,IL60622
None   General Support 30,000
Covenant House Illinois


30 W Chicago Ave
Chicago,IL60610
None   General Support 20,000
Cradles to Crayons


2500 W Bradley Pl
Chicago,IL60618
None   General Support 25,000
De LaSalle Institute


3434 S Michigan Ave
Chicago,IL60616
None   Student Financial Assistance Program 25,000
Deborahs Place


2822 W Jackson Blvd
Chicago,IL60612
None   General Support 30,000
DePaul College Prep


3300 N Campbell
Chicago,IL60618
None   Financial Aid and Scholarship Program 15,000
Equality Dream Team


1813 S Clark St
Chicago,IL60616
None   Entreprenuer and Career Attainment 20,000
Facing Forward to End Homelessness


642 N Kedzie Ave
Chicago,IL60612
None   General Support 25,000
Family Rescue


PO Box 17528
Chicago,IL60617
None   General Support 75,000
Fill a Heart 4 Kids


1 Market Square
Lake Forest,IL60045
None   General Support 35,000
Forging Opportunities for Refugees


1723 W Devon Ave
Chicago,IL60660
None   Newcomer Excel Program 30,000
Franciscan Outreach


1101 W Adams St
Chicago,IL60607
None   General Support 115,000
Friends of the Children


1512 S Pulaski Rd
Chicago,IL60623
None   General Support 25,000
GAP Community Center


2100 N Kildare Ave
Chicago,IL60639
None   Re-Entry Program 25,000
Genesys Works Chicago


180 N Wabash Ave
Chicago,IL60601
None   General Support 15,000
Greater West Town Community Dev


500 N Sacramento Blvd
Chicago,IL60612
None   Enhancing Occupational Skills 20,000
HighSight


1711 N Cleveland Ave
Chicago,IL60614
None   Academic Prep 40,000
Holy Spirit Life Learning Center


2020 W Morse Ave
Chicago,IL60645
None   General Support 15,000
Holy Trinity High School


1443 W Division St
Chicago,IL60642
None   Financial Assistance Program 30,000
HOME


945 W George St
Chicago,IL60657
None   General Support 15,000
Housing Opportunities for Women


1607 W Howard St
Chicago,IL60626
None   General Support 30,000
Howard Area Community Center


7648 N Paulina St
Chicago,IL60626
None   Food Pantry Support 10,000
Ignation Spirituality Project


205 W Monroe St
Chicago,IL60606
None   Support for Programs 15,000
Ignation Volunteer Corps


1144 W Loyola Ave
Chicago,IL60626
None   Program Manager 20,000
Ignite Teen Living Programs


180 N Michigan Ave
Chicago,IL60601
None   General Support 40,000
Infant Welfare Society of Chicago


3600 W Fullerton Ave
Chicago,IL60647
None   General Support 15,000
Institute for Nonviolence


1856 N LeClaire Ave
Chicago,IL60639
None   General Support 35,000
Jane Addams Resource Corporation


4432 N Ravenswood Ave
Chicago,IL60640
None   General Support 35,000
Josephinum Academy


1501 N Oakley Blvd
Chicago,IL60622
None   Financial Aid 50,000
Juvenile Protective Association


1707 Halsted St
Chicago,IL60614
None   Treatment and Counseling 25,000
Kids Above All


8765 W Higgins
Chicago,IL60631
None   Early Childhood Programming 15,000
La Casa Norte


3533 W North Ave
Chicago,IL60647
None   Transitional Supportive Housing 25,000
Lambs Farm


14245 W Rockland Rd
Libertyville,IL60048
None   Comprehensive Vocational Services 15,000
Lawrence Hall


4833 N Francisco Ave
Chicago,IL60625
None   General Support 25,000
Leo Catholic High School


7901 S Sangamon St
Chicago,IL60620
None   Financial Aid 30,000
Lincoln Park Community Services


1521 N Sedgewick
Chicago,IL60610
None   General Support 30,000
Loyola University ChicagoArrupe


820 N Michigan Ave
Chicago,IL60611
None   General Support 32,500
Lumen Christi Institute


1220 E 58th St
Chicago,IL60637
None   High School Program 25,000
LYTE Collective


2333 N Kildare Ave
Chicago,IL60639
None   General Support 20,000
Madonna Mission


PO Box 8518
Winnetka,IL60093
None   After School Programs 15,000
Margarets Village


7315 S Yale Ave
Chicago,IL60621
None   General Support 25,000
Marillac Social Center


212 S Francisco Ave
Chicago,IL60612
None   Early Chilhood Education 20,000
Maryville Academy


1150 N River Rd
Des Plaines,IL60016
None   Walsh Academy 10,000
Mercy Housing Lakefront


120 S LaSalle St
Chicago,IL60603
None   Affordable Housing Development 20,000
Midtown Educational Foundation


718 W Loomis St
Chicago,IL60607
None   General Support 10,000
Mobile CARE Foundation


239 W Root St
Chicago,IL60609
None   General Support 15,000
Mother McAuley Liberal Arts HS


3737 W 99th St
Chicago,IL60637
None   Scholarship Assistance 16,000
Mount Carmel High School


6410 S Dante Ave
Chicago,IL60637
None   McDermott Doyle Program 20,000
Neopolitan Lighthouse


PO Box 24709
Chicago,IL60624
None   General Support 30,000
New Moms Inc


5317 W Chicago Ave
Chicago,IL60651
None   General Support 20,000
Oak Park River Forest Infant Welfar


28 Madison St
Oak Park,IL60302
None   General Support 15,000
Old Irving Park Community


5425 W Addison St
Chicago,IL60641
None   General Support 15,000
Our Lady of Tepeyak High School


2228 S Whipple
Chicago,IL60623
None   Financial Aid 25,000
Pacific Garden Mission


1458 S Canal St
Chicago,IL60607
None   General Support 25,000
ParenTeach Institute


1306 Main St
Evanston,IL60202
None   General Support 30,000
Parenting for NonViolence


1136 S Delano Ct W
Chicago,IL60605
None   General Support 73,000
Project Vision Inc


236 W 22nd Pl
Chicago,IL60616
None   General Support 25,000
Reading in Motion


332 S Michigan Ave
Chicago,IL60604
None   General Support 25,000
Rebuilding Together


PO Box 626
Glenview,IL60025
None   General Support 30,000
Regina Dominican High School


701 Locust Rd
Wilmette,IL60091
None   Student Leader Competency Badging 15,000
Restoring the Path


1406 W 64th St
Chicago,IL60636
None   General Support 35,000
ReVive Center for Housing


1668 W Ogden Ave
Chicago,IL60612
None   General Support 30,000
Safe Families for Children


4300 W Irving Park Rd
Chicago,IL60641
None   General Support 30,000
Sarahs Circle


4838 N Sheridan Rd
Chicago,IL60640
None   General Support 25,000
Second Sense


65 E Wacker Pl
Chicago,IL60601
None   General Support 20,000
Sister House


25 Washington Blvd
Oak Park,IL60302
None   General Support 25,000
Southside Pregnancy Center


3759 W 95th St
Evergreen Park,IL60805
None   General Support 25,000
St Bernard Hospital Dental Center


326 W 64th St
Chicago,IL60621
None   General Support 25,000
St Francis de Sales High School


10115 S Ewing Ave
Chicago,IL60617
None   General Support 25,000
St James Parish


2907 S Wabash Ave
Chicago,IL60616
None   Food Pantry Program 10,000
St Laurence High School


5556 W 77th St
Burbank,IL60459
None   Scholarship Program 30,000
St Leonards Ministries


2100 W Warren Blvd
Chicago,IL60612
None   Barlow Workforce Development 35,000
St Patrick High School


5900 W Belmont Ave
Chicago,IL60634
None   Financial Assistance Program 25,000
St Rita of Cascia High School


7740 S Western Ave
Chicago,IL60620
None   Tuition Assistance 25,000
St Xavier University


3700 W 103rd St
Chicago,IL60655
None   Minority Nursing Scholarships 25,000
Taller de Jose


2831 W 24th Blvd
Chicago,IL60623
None   General Support 25,000
Target HOPE


4713 Blarney Ave
Matteson,IL60443
None   Saturday Academy 40,000
The Boulevard of Chicago


3456 W Franklin Blvd
Chicago,IL60624
None   General Support 35,000
The Chicago Lighthouse


1850 W Roosevelt Rd
Chicago,IL60608
None   Employment Services Program 120,000
The Common Pantry


3744 N Damen
Chicago,IL60618
None   General Support 25,000
The Cradle Foundation


2049 Ridge Ave
Evanston,IL60201
None   Nursery and Special Needs 10,000
The Night Ministry


1735 N Ashland Ave
Chicago,IL60622
None   General Support 25,000
The Resurrection Project


1805 S Paulina St
Chicago,IL60608
None   HOPE Family Services Program 30,000
Leslie Shankman School Corporation


6245 S Ingleside Ave
Chicago,IL60637
None   General Support 25,000
Tutoring Chicago


2145 N Halsted St
Chicago,IL60614
None   General Support 20,000
Voice of the People


4611 N Sheridan Rd
Chicago,IL60640
None   General Support 20,000
WINGS Program


PO Box 95615
Palatine,IL60095
None   Safe House at Wings Metro 130,000
WITS Working in the Schools


150 N Upper Wacker Dr
Chicago,IL60606
None   General Support 30,000
Youth Job Center


1114 Church St
Evanston,IL60201
None   In School Youth Transition 20,000
Center for Advancing Domestic Peace


813 S Western Ave
Chicago,IL60612
None   General Support 20,000
Domestic Violence Outreach


1914 S Ashland Ave
Chicago,IL60608
None   General Support 20,000
Wills Place


7927 Lincoln Ave
Skokie,IL60077
None   General Support 20,000
Mercy Home for Boys and Girls


1140 W Jackson Blvd
Chicago,IL60607
None   Education and Career Resources 35,000
Chicago Hope Academy


2189 W Bowler St
Chicago,IL60612
None   General Support 15,000
CircEsteem Inc


4730 N Sheridan Rd
Chicago,IL60640
None   General Support 10,000
Executive Service Corps of Chicago


207 E Ohio St
Chicago,IL60611
None   General Support 20,000
Leveling the Playing Field Inc


1140 Connecticut Ave
Washington,DC20036
None   Chicago Expansion 50,000
SparkShop


2023 W Carroll Ave
Chicago,IL60612
None   Engineering Education 50,000
Archdiocese of Chicago


835 N Rush Street
Chicago,IL60611
None   Catholic School Teacher Formation 20,000
City Year Inc


303 E Wacker Rd
Chicago,IL60601
None   Empowering Education 20,000
Humanity Rising


806 Spencer Ln
Lake Zurich,IL60047
None   General Support 25,000
Intentional Sports


1074 W Taylor St
Chicago,IL60607
None   General Support 20,000
Male Mogul Initiative


805 Lake St
Oak Park,IL60301
None   Creative Spaces Programming 20,000
Operation Warm


PO Box 822431
Philadelphia,PA19182
None   Coat and Shoe Programs 20,000
South Side Center of Hope


820 S Independence Blvd
Chicago,IL60624
None   General Operating 70,000
Cristo Rey


1212 E Euclid Ave
Arlington Heights,IL60004
None   General Support 100,000
Caring Network NFP


4122 W 26th St
Chicago,IL60623
None   Bilingual Staff Salary 25,000
Catholic Bishop of Chicago


2831 W 24th Blvd
Chicago,IL60623
None   General Support 20,000
Hope Ignites Chicago


1100 N Laramie Ave
Wilmette,IL60091
None   General Support 10,000
Humble Design


431 Pershing Rd
Chicago,IL60609
None   General Support 100,000
Total ................................. 3a 4,313,500
bApproved for future payment
Chicago Youth Programs

5350 S Prairie Ave
Chicago,IL60615
None   General Support 100,000
Collective Chicago

1262 W Argyle St
Chicago,IL60640
None   General Support 100,000
Loyola University ChicagoArrupe

820 N Michigan Ave
Chicago,IL60611
None   General Support 32,500
LYTE Collective

2333 N Kildare Ave
Chicago,IL60639
None   General Support 100,000
Neopolitan Lighthouse

PO Box 24709
Chicago,IL60624
None   General Support 100,000
Parenting for NonViolence

1136 S Delano Ct W
Chicago,IL60605
None   General Support 43,000
Total ................................. 3b 475,500
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 422,691  
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 ............
    18 10,008,548  
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) ..   10,431,239  
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,431,239
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
WP & HB White Foundation
EIN:
36-2601558
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Prystawsky & Co CPAs LLC 16,500 4,125 0 12,375

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

TY 2025 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
Equipment 2005-06-30 21,995 21,695 SL 20 300 300 0  

TY 2025 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 1,172,466
Alphabet Inc 1,567,821 13,772,000
Amazon Com Inc 509,401 3,970,104
Apple Inc 809,129 5,844,990
Applied Materials Inc 1,016,260 1,876,027
Arista Networks Inc 595,518 1,729,596
ASML Holdings 955,950 1,444,311
Cameco Corp Com 625,516 1,280,860
Crowdstrike Holdings Inc 943,890 1,968,792
Dell Technologies Inc 871,290 881,160
Eaton Corp 1,046,160 1,560,699
Fortinet Inc 259,467 1,707,315
Ionq Inc 811,342 1,144,185
Ishares Core S&P 43,962 68,494
Lam Research Corp 0 0
Mercadolibre Inc 1,035,317 5,690,285
Meta Platforms Inc 787,160 1,320,180
Microsoft Corp 1,348,398 6,673,956
NVIDIA Corp 431,056 21,764,550
Nuscale Power Corp 829,523 1,898,780
Oracle Corp 0 0
Palo Alto Networks Inc 868,148 3,094,560
Salesforce Com Inc 436,391 1,457,005
ServiceNow Inc 516,480 2,297,850
Shopify Inc 623,251 1,609,700
Taiwan Semiconductor Mfg 763,552 4,558,350
Vertiv Holdings 813,044 939,658
Walmart Inc 1,108,328 2,673,840
Workday Inc 0 0
Zscaler Inc 597,884 1,372,012
Oklo Inc 811,080 1,614,600
Coreweave Inc 827,125 465,465
Corning Inc 991,062 1,094,500
DWave Quantum Inc 802,489 1,385,950
Quantum Computing Inc 1,069,007 564,300
Quantumscape Corp 1,000,861 677,300
Rigetti Computing Inc 1,030,460 742,025
Sea Limited Ads 984,995 701,635

TY 2025 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 21,995 0 0


TY 2025 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
Financial Reports 11 11 0 0
Insurance 1,690 17 0 1,673
Office Expense 17,430 174 0 17,256
Postage 4,604 460 0 4,144
Subscriptions 7,149 7,149 0 0
Dues 850 9 0 841
License and Fees 15 0 0 15
Computer Consultant 660 7 0 653


TY 2025 OtherLiabilitiesSchedule
Name:
WP & HB White Foundation
EIN:
36-2601558
Description Beginning of Year - Book Value End of Year - Book Value
Excise Tax Payable 4,129 101,028


TY 2025 TaxesSchedule
Name:
WP & HB White Foundation
EIN:
36-2601558
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Tax 13,324 13,324 0 0
Section 4940 Excise Tax 141,899 0 0 0