WM I H & LULA E PITTS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WM I H & LULA E PITTS FOUNDATION (EIN 58-6026047)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-16
- IRS object ID
- 202631069349100833
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-16T14:01:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586026047 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIH AND LULA E PITTS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PITT | BusinessNameControlTxt |
| Phone | 8042737445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8042737445 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $118,861,732 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,973,621 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,973,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,472,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,529,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,472,609 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,446,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,446,230 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $292,224 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $146,112 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $146,112 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,070 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $21,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $21,142 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $402,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $169,754 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,119,572 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,119,572 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,522,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,289,326 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,075,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,260,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $194,964 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $1,845,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,245,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,245,270 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $656,287 | CorporateStockBOYAmt |
| Corporate Stock EOY | $656,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,551,060 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,249,002 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,023,006 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,793,394 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $42,846,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,807,729 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,272,008 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $52,791,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,732,292 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,861,732 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $52,791,553 | CapitalStockBOYAmt |
| Capital Stock EOY | $51,732,292 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,791,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,732,292 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,791,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,732,292 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,791,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,075,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,128 | OtherIncreasesAmt |
| Subtotal | $51,734,898 | SubtotalAmt |
| Other Decreases | $2,606 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,732,292 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 128825.256 COLUMBIA SHORT TERM BOND FD-I3 | 2021-10-13 | 2025-01-28 | $1,259,911 | $1,297,270 | -$37,359 | -$37,359 | |
| 9696.356 CONESTOGA SMALL CAP-INST | 2024-09-27 | 2025-01-28 | $787,635 | $755,540 | $32,095 | $32,095 | |
| 21060.293 DFA EMERG MKTS CORE EQTY 2 | 2024-09-27 | 2025-01-28 | $489,020 | $535,563 | -$46,543 | -$46,543 | |
| 481.634 DFA US S/C VALUE PORTFOLIO | 2024-09-27 | 2025-01-28 | $24,106 | $23,340 | $766 | $766 | |
| 14854.27 DFA US S/C VALUE PORTFOLIO | 2021-01-08 | 2025-01-28 | $743,456 | $545,746 | $197,710 | $197,710 | |
| 3384.096 DODGE & COX INCOME FUND | 2024-09-27 | 2025-01-28 | $42,132 | $43,892 | -$1,760 | -$1,760 | |
| 26907.076 EATON VANCE-ATLANTA SMID-R6 | 2023-07-27 | 2025-01-28 | $1,170,996 | $1,004,441 | $166,555 | $166,555 | |
| 22239.79 FIDELITY MID CAP INDX-INS PR | 2024-09-27 | 2025-01-28 | $783,063 | $762,158 | $20,905 | $20,905 | |
| 729. VANGUARD TOTAL BOND MARKET ETF | 2019-06-26 | 2025-01-28 | $52,676 | $60,409 | -$7,733 | -$7,733 | |
| 66004.741 VANGUARD DEVELOPED MKTS INDEX -127 | 2024-09-27 | 2025-01-28 | $1,058,056 | $1,123,401 | -$65,345 | -$65,345 | |
| 6623.686 VANGUARD INST INDEX-INST | 2025-01-28 | 2025-04-30 | $3,000,000 | $3,274,684 | -$274,684 | -$274,684 | |
| 18730.809 COLUMBIA SHORT TERM BOND FD-I3 | 2021-10-13 | 2025-05-29 | $183,000 | $188,619 | -$5,619 | -$5,619 | |
| 1677. CONESTOGA SMALL CAP-INST | 2024-09-27 | 2025-05-29 | $123,679 | $130,672 | -$6,993 | -$6,993 | |
| 1633.376 DFA EMERG MKTS CORE EQTY 2 | 2024-09-27 | 2025-05-29 | $41,047 | $41,537 | -$490 | -$490 | |
| 4158.506 DFA EMERG MKTS CORE EQTY 2 | 2022-03-07 | 2025-05-29 | $104,503 | $95,978 | $8,525 | $8,525 | |
| 2714.7 DFA US S/C VALUE PORTFOLIO | 2021-01-08 | 2025-05-29 | $121,700 | $99,738 | $21,962 | $21,962 | |
| 25387.071 DODGE & COX INCOME FUND | 2024-09-27 | 2025-05-29 | $318,100 | $329,270 | -$11,170 | -$11,170 | |
| 3173.194 EATON VANCE-ATLANTA SMID-R6 | 2025-05-29 | $128,800 | $111,645 | $17,155 | $17,155 | ||
| 2249.139 FPA CRESCENT FUND-SUPR INST | 2025-05-29 | $94,441 | $94,735 | -$294 | -$294 | ||
| 2369.818 FPA CRESCENT FUND-SUPR INST | 2021-01-20 | 2025-05-29 | $99,509 | $89,105 | $10,404 | $10,404 | |
| 12877.275 FIDELITY MID CAP INDX-INS PR | 2024-09-27 | 2025-05-29 | $438,600 | $441,304 | -$2,704 | -$2,704 | |
| 7045.371 GMO BENCHMARK-FREE ALLOC-I | 2024-09-27 | 2025-05-29 | $192,550 | $195,579 | -$3,029 | -$3,029 | |
| 4376. VANGUARD TOTAL BOND MARKET ETF | 2019-06-26 | 2025-05-29 | $317,916 | $362,618 | -$44,702 | -$44,702 | |
| 44422.969 VANGUARD DEV MKT INDX-INST | 2024-09-27 | 2025-05-29 | $792,950 | $756,975 | $35,975 | $35,975 | |
| 3208.087 VANGUARD INST INDEX-INST | 2025-01-28 | 2025-05-29 | $1,544,405 | $1,586,046 | -$41,641 | -$41,641 | |
| 88495.436 COLUMBIA SHORT TERM BOND FD-I3 | 2024-09-27 | 2025-09-10 | $873,450 | $872,565 | $885 | $885 | |
| 116964.91 COLUMBIA SHORT TERM BOND FD-I3 | 2021-10-13 | 2025-09-10 | $1,154,444 | $1,177,837 | -$23,393 | -$23,393 | |
| 3164.443 DFA US S/C VALUE PORTFOLIO | 2021-01-08 | 2025-09-29 | $158,950 | $116,262 | $42,688 | $42,688 | |
| 91240.14 DODGE & COX INCOME FUND | 2025-09-29 | $1,170,611 | $1,124,611 | $46,000 | $46,000 | ||
| 34835.254 EATON VANCE-ATLANTA SMID-R6 | 2020-04-23 | 2025-09-29 | $1,391,668 | $1,009,526 | $382,142 | $382,142 | |
| 620.115 FPA CRESCENT FUND-SUPR INST | 2021-01-20 | 2025-09-29 | $28,085 | $23,316 | $4,769 | $4,769 | |
| 695.453 FIDELITY MID CAP INDX-INS PR | 2024-09-27 | 2025-09-29 | $25,850 | $23,833 | $2,017 | $2,017 | |
| 2114. VANGUARD TOTAL BOND MARKET ETF | 2019-06-26 | 2025-09-29 | $157,260 | $175,177 | -$17,917 | -$17,917 | |
| 19221.559 GMO BENCHMARK-FREE ALLOC-I | 2025-09-30 | $569,727 | $511,610 | $58,117 | $58,117 | ||
| 4837.851 VANGUARD INST INDEX-INST | 2024-02-15 | 2025-09-30 | $2,630,485 | $2,010,853 | $619,632 | $619,632 | |
| 1070.664 FPA CRESCENT FUND-SUPR INST | 2021-01-20 | 2025-12-12 | $50,000 | $40,257 | $9,743 | $9,743 | |
| 802.311 GMO BENCHMARK-FREE ALLOC-I | 2022-02-15 | 2025-12-12 | $25,000 | $21,269 | $3,731 | $3,731 | |
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P | |||||
| CAPITAL GAIN DIVIDENDS | $382,209 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,472,609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,215 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59,215 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59,215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,208 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $47,208 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,007 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8042737445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TRUIST BANK | ||||||
| PO BOX 919798 | ORLANDO | FL | 32891 | TRUSTEE | 1 | $292,224 |
| BISHOP MIKE WATSON | ||||||
| 303 PEACHTREE ST 15TH FLOOR | ATLANTA | GA | 30308 | CHAIRMAN | 1 | $0 |
| ELIZABETH OGIE | ||||||
| 303 PEACHTREE ST 15TH FLOOR | ATLANTA | GA | 30308 | BOARD MEMBER | 1 | $0 |
| DAN MCALEXANDER | ||||||
| 303 PEACHTREE ST 15TH FLOOR | ATLANTA | GA | 30308 | BOARD MEMBER | 1 | $0 |
| JENNER WOOD | ||||||
| 303 PEACHTREE ST 15TH FLOOR | ATLANTA | GA | 30308 | BOARD MEMBER | 1 | $0 |
| PHILIP MILLIANS | ||||||
| 303 PEACHTREE ST 15TH FLOOR | ATLANTA | GA | 30308 | BOARD MEMBER | 1 | $0 |
| RALPH R MORRISON | ||||||
| 303 PEACHTREE ST 15TH FLOOR | ATLANTA | GA | 30308 | BOARD MEMBER | 1 | $0 |
| BISHOP JAMES E SWANSON | ||||||
| 303 PEACHTREE ST 15TH FLOOR | ATLANTA | GA | 30308 | BOARD MEMBER | 1 | $0 |
| JENNA KELLY | ||||||
| 303 PEACHTREE ST 15TH FLOOR | ATLANTA | GA | 30308 | BOARD MEMBER | 1 | $0 |
| LINDA BUCHANAN | ||||||
| 303 PEACHTREE ST 15TH FLOOR | ATLANTA | GA | 30308 | BOARD MEMBER | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $113,827,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,487,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,314,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $115,314,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,729,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,584,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,679,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,679,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,215 | TotalTaxAmt |
| Distributable Before Adj | $5,620,018 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,620,018 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,620,018 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,289,326 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,289,326 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,620,018 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,101,227 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,289,326 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,101,227 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $188,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,431,919 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRUIST BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4655 MC 221 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4045887347 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE AT WWW. PITTSFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO GEORGIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANDREW COLLEGE | ||||||||
| 501 COLLEGE STREET | CUTHBERT | GA | 39840 | NONE | PC | GENERAL OPERATING | $1,242,936 | |
| EMORY UNIVERSITY | ||||||||
| 1762 CLIFTON RD STE 1400 | ATLANTA | GA | 30322 | NONE | PC | GENERAL OPERATING | $250,000 | |
| EMORY UNIVERSITY CHANDLER SCHOOL | ||||||||
| 1531 DICKEY DRIVE | ATLANTA | GA | 30322 | NONE | PC | GENERAL OPERATING | $440,000 | OF THEOLOGY |
| EPWORTH BY THE SEA | ||||||||
| 100 ARTHUR J MOORE DR | ST SIMONS ISLAND | GA | 31522 | NONE | PC | GENERAL OPERATING | $300,000 | |
| GAMMON THEOLOGICAL SEMINARY | ||||||||
| 653 BECKWITH ST NE | ATLANTA | GA | 30314 | NONE | PC | GENERAL OPERATING | $375,000 | |
| LAGRANGE COLLEGE | ||||||||
| 601 BROAD ST | LAGRANGE | GA | 30240 | NONE | PC | GENERAL OPERATING | $1,042,936 | |
| METHODIST HOME FOR CHILDREN & YOUTH | ||||||||
| 304 PIERCE AVENUE | MACON | GA | 31204 | NONE | PC | GENERAL OPERATING | $249,000 | |
| MURPHY-HARPST CHILDRENS CENTERS INC | ||||||||
| 740 FLETCHER ST | CEDARTOWN | GA | 30125 | NONE | PC | GENERAL OPERATING | $15,000 | |
| OPEN DOOR COMMUNITY HOUSE | ||||||||
| 2405 2ND AVENUE | COLUMBUS | GA | 31901 | NONE | PC | GENERAL OPERATING | $100,000 | |
| REINHARDT UNIVERSITY | ||||||||
| 7300 REINHARDT CIRCLE | WALESKA | GA | 30183 | NONE | PC | GENERAL OPERATING | $200,000 | |
| ST JOHN-PITTS MEMORIAL CHRISTIAN | ||||||||
| 6857 GA HWY 208 | WAVERLY HALL | GA | 31831 | NONE | PC | GENERAL OPERATING | $69,700 | |
| THE VASHTI CENTER INC | ||||||||
| 1815 E CLAY ST | THOMASVILLE | GA | 31792 | NONE | PC | GENERAL OPERATING | $100,000 | |
| WESLEYAN COLLEGE | ||||||||
| 4760 FORSYTH ROAD | MACON | GA | 31210 | NONE | PC | GENERAL OPERATING | $515,000 | |
| WESLEY GLEN MINISTRIES | ||||||||
| 4580 N MUMFORD ROAD | MACON | GA | 31210 | NONE | PC | GENERAL OPERATING | $70,000 | |
| YOUNG HARRIS COLLEGE | ||||||||
| 1 COLLEGE STREET | YOUNG HARRSI | GA | 30582 | NONE | PC | GENERAL OPERATING | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,119,572 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,973,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,472,609 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,446,230 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,446,230 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 19765M213 COLUMBIA SHORT TERM | ||
| 921937835 VANGUARD TOTAL BOND | $3,614,002 | $3,399,072 |
| 464287226 ISHARES CORE US AGGR | $3,409,004 | $3,394,322 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 191216100 COCA COLA CO | StockNm |
| EOY Book Value | $656,287 | EOYBookValueAmt |
| EOYFMV | $53,551,060 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 99NETA4K6 LIGHTHOUSE DIVERSIFI | AT COST | $1,384,415 | $3,350,020 |
| 922040100 VANGUARD INSTL INDEX | AT COST | $9,743,342 | $16,843,206 |
| 277902235 EATON VANCE ATLANTA | |||
| 99NETBGW5 SVB CAPITAL-STRATEGI | AT COST | $902,383 | $1,262,698 |
| 99NETBN56 HARBOURVEST 2020 GLO | AT COST | $1,529,899 | $2,076,165 |
| 233203819 DFA US SMALL CAP VAL | AT COST | $983,550 | $1,382,431 |
| 30254T676 FPA CRESCENT FD | AT COST | $1,847,322 | $2,119,998 |
| 316146265 FIDELITY MID CAP IND | AT COST | $4,531,042 | $5,205,745 |
| 233203421 DFA EMERGING MARKETS | AT COST | $2,492,690 | $2,922,472 |
| 362014458 GMO BENCHMARK-FREE A | AT COST | $1,514,566 | $1,729,429 |
| 99NETBX14 HARBOURVEST 2022 GLO | AT COST | $1,018,422 | $1,409,367 |
| 256210105 DODGE & COX INCOME F | AT COST | $3,284,072 | $3,421,159 |
| 207019704 CONESTOGA SMALL CAP | AT COST | $1,472,168 | $1,273,693 |
| 921943809 VANGUARD DEVELOPED M | AT COST | $4,255,615 | $4,425,399 |
| 921943882 VANGUARD DEVELOPED M | AT COST | $7,848,243 | $9,850,226 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO INCOME | $59 |
| 2025 TRANSACTIONS POSTED IN 2026 | $2,432 |
| COST BASIS ADJUSTMENT | $115 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $21,142 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,142 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 | Desc |
| Amt | $19,128 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES (NOT SUBJ LIMIT) | $1,184 | $0 | $0 |
| FED ESTIMATES | $45,321 | $0 | $0 |
| FOREIGN TAXES | $40,070 | $40,070 | $0 |
Comments