2024-05-30T11:36:53-07:00 2023-12-31 541650356 Douglas Corey & Associates PC 10201 Fairfax Blvd Suite 480 Fairfax VA 22030 990PF 2023-01-01 521646923 Pettit Family Charitable Foundation PETT 3019751020 18205-D Flower Hill Way Gaithersburg MD 20879 Richard Pettit Officer 3019751020 2024-05-15 true Richard Pettit XXX-XX-XXXX true Douglas S Corey CPA P00635040 7033542900 2024-05-30 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 4947548 X X 24907 24907 213831 213831 46271 2191780 46271 38541 0 0 285009 285009 38541 0 1450 0 4926 1536 0 39612 39577 45988 41113 0 260200 260200 306188 41113 260200 -21179 243896 38541 14770 48235 48235 0 0 5295540 5234216 4887476 0 5832 11052 11052 0 0 785 785 5316142 5294288 4947548 0 0 675 0 675 0 X 5315467 5294288 5315467 5294288 5316142 5294288 5315467 -21179 5294288 5294288 Morgan Stanley ST Covered P 2023-01-01 2023-12-31 650039 0 611498 38541 0 0 0 38541 Morgan Stanley LT Covered P 2022-01-01 2023-12-31 1392704 0 1328472 64232 0 0 0 64232 Morgan Stanley LT Noncovered P 2022-01-01 2023-12-31 20602 0 57709 -37107 0 0 0 -37107 Amgen Inc P 2022-01-01 2023-12-31 23000 0 22531 469 0 0 0 469 GE Healthcare P 2022-01-01 2023-12-31 39 0 109 -70 0 0 0 -70 Blackstone Flt Rt P 2018-09-21 2023-05-10 105396 0 125190 -19794 0 0 0 -19794 46271 38541 3390 0 3390 0 3390 4175 4000 8175 -8175 4785 4785 false false false false false false false true true true false false false false true N/A Richard B Pettit 3019751020 18205-D Flower Hill Way Gaithersburg MD 20879 false false false true false false false false false false false false false false false false false false false false false Richard B Pettit 18205-D flower Hill Way Gaitherburg MD 20879 Manager 1.00 0 0 0 John Stephen Pettit 18205-D flower Hill Way Gaitherburg MD 20879 Trustee 0.00 0 0 0 Carol Ann Pettit Fahrner 18205-D flower Hill Way Gaitherburg MD 20879 Trustee 0.00 0 0 0 Barbara Lynn Kelly 18205-D flower Hill Way Gaitherburg MD 20879 Manager 0.00 0 0 0 Jeanne Marie Pettit 18205-D flower Hill Way Gaitherburg MD 20879 Manager 0.00 0 0 0 NONE 0 NONE 0 n/a 0 n/a 0 0 4885047 85221 11837 4982105 0 4982105 74732 4907373 245369 245369 3390 3390 241979 241979 241979 260200 0 260200 241979 244639 0 0 0 0 0 0 260200 244639 0 15561 0 0 0 0 0 226418 0 0 0 0 0 0 0 None None Pettit Family Charitable Foundation 18205-D Flower Hill Way Gaithersburg MD 20879 3019751020 Applications by letter stating name of organization, charitable purpose, amount requested and proposed use of amount requested from the Foundation. None Any recognized charity. No geographical restrictions or other limitations. Middletown Volunteer Fire Dept PO Box 322 Middletown MD 21769 Public Charity General Support 1000 I Ride 4 David Foundation 75554 Cloverwood Court Yulee FL 32097 Public Charity General Support 5000 A Wider Circle Inc 4808 Moorland Lane Suite 802 Bethesda MD 20814 Public Charity General Support 2500 Montgomery County Coalition for the Homeless 600-B East Gude Drive Rockville MD 20850 Public Charity Shelter Support 10000 The Club Foundation Inc 8500 River Road Bethesda MD 20817 Public Charity General Support 5000 Housing Unlimited Inc 12125 Veirs Mill Road Silver Spring MD 20906 Public Charity Shelter Support 3500 22 Needs A Face Inc (Platoon 22) PO Box 3091 Frederick MD 21701 Public Charity General Support 1000 Covenant Life Church Inc 7501 Muncaster Mill Rd Gaithersburg MD 20877 Public Charity General Support 5000 Homebuilders Care Foundation 11825 W Market Place Fulton MD 20759 Public Charity Shelter Support 3000 Frederick Volleyball Club Juniors Inc 260 Interstate Cir Suite 2B Frederick MD 21704 Public Charity General Support 1500 Days End Horse Rescue 1372 Woodbine Rd Woodbine MD 21797 Public Charity General Support 600 Montgomery Housing Partnership 12200 Tech Road Suite 250 Silver Spring MD 20904 Public Charity Shelter Support 2500 Our Lady of Good Counsel HS 17301 Old Vic Blvd Olney MD 20832 Public Charity Religious Support 5000 Rebuilding Together Montgomery County 18225-A Flower Hill Way Rockville MD 20879 Public Charity Shelter Support 3000 St Francis of Assisi 8300 Old Columbia Rd Fulton MD 20759 Public Charity Religious Support 5000 Transformed Communities International 20111 Woodfield Rd Gaithersburg MD 20882 Public Charity International Relief 7500 Mother Dear Community Center 467 Florida Ave NW Washington DC 20001 Public Charity Hunger Relief 1000 Rebuilding Together Montgomery County 18225-A Flower Hill Way Rockville MD 20879 Public Charity Shelter Support 10000 A Wider Circle 4808 Moorland Lane Suite 802 Bethesda MD 20814 Public Charity Shelter Support 2500 Crossroads Freedom Center 4730 Ijamsville Rd Ijamsville MD 21754 Public Charity General Support 3000 Mount Airy Youth Athletic Assn 4127 Twin Arch Rd Mt Airy MD 21771 Public Charity General Support 2500 Greater Washington Community Foundation 1325 G Street NW Ste 480 Washington DC 20005 Public Charity General Support 5000 Montgomery Hospice Foundation 1355 Piccard Drive Rockville MD 20855 Public Charity Medical Support 15000 GB Charities PO Box 4954 Lutherville MD 21094 Public Charity Educational Support 1000 Montgomery County Coalition for the Homeless 600-B East Gude Drive Rockville MD 20850 Public Charity Hunger Relief 5000 In Honor of Her Inc PO Box 855 Olney MD 20830 Public Charity Education Support 5000 Leadership Montgomery 5910 Executive Blvd Suite 200 Rockville MD 20852 Public Charity General Support 2500 Montgomery Housing Partnership 12200 Tech Road Suite 250 Silver Spring MD 20904 Public Charity Shelter Support 3000 Service Dogs Saving Lives Inc 8388 S Tamiami Trail 99 Sarasota FL 34238 Public Charity General Support 5000 Springfield Baptist Church 7351 Old Alexandria Ferry Rd Clinton MD 20735 Public Charity Religious Support 10200 Womens Board of Montgomery General Hospital 18101 Prince Philip Dr Olney MD 20832 Public Charity General Support 5000 Olney Theatre Corporation 2001 Olney Sandy Spring Rd Olney MD 20832 Public Charity General Support 5000 Shady Grove Adventist Foundation 14955 Shady Grove Road Suite 165 Rockville MD 20850 Public Charity Medical Support 50000 Heart to Heart Comienzos East PO Box 1441 Merchantville NJ 08109 Public Charity Educational Support 5000 Germantown Cultural Arts Center 12901 Town Commons Dr Germantown MD 20874 Public Charity Educational Support 5000 The Club Foundation 8500 River Road Bethesda MD 20817 Public Charity General Support 4000 Bello Machre 7765 Freetown Rd Glen Burnie MD 21060 Public Charity Shelter Support 2500 Gospel Haiti Inc PO Box 1640 Frederick MD 21702 Public Charity Educational Support 10000 Haitians Can 9770 Patuxent Wood Dr 317 Columbia MD 21046 Public Charity Disaster Relief 5000 Manna of Life Foundation PO Box 563 Burtonsville MD 20866 Public Charity Hunger Relief 5000 Montgomery College Foundation 9221 Corporate Blvd Rockville MD 20850 Public Charity Educational Support 5000 Sandy Spring Museum 17901 Bentley Road Sandy Spring MD 20860 Public Charity General Support 3500 So Others May Eat (SOME) 71 O St NW Washington DC 20001 Public Charity Hunger Relief 10000 Transformed Communities International 20111 Woodfield Rd Gaithersburg MD 20882 Public Charity International Relief 10000 Days End Horse Rescue 1372 Woodbine Rd Woodbine MD 21797 Public Charity General Support 3400 260200 14 24907 18 213831 18 46271 285009 285009 false false false false false false false false false false Accounting Accounting 1450 Morgan Stanley ST Covered (642 080252 114) 650039 611498 38541 Morgan Stanley LT Covered (642 080252 114) 1392704 1328472 64232 Morgan Stanley LT NonCovered (642 080252 114) 20602 57709 -37107 Amgen Inc 23000 22531 469 GE Healthcare Technologies 39 109 -70 Blackstone Flt Rt 105396 125190 -19794 Morgan Stanley Common Stocks 587254 475119 Morgan Stanley Excg-Traded Closed End Fund 2123675 1896128 Morgan Stanley Fixed Income Fund 841673 834926 Morgan Stanley Government Securities 97891 99511 Morgan Stanley Mutual Funds 1361691 1278503 Money Market Funds 19827 19827 Money Market Funds 2205 2205 Morgan Stanley REITs 200000 281257 Morgan Stanley Other Assets 11052 11052 Prepaid taxes 0 785 785 Investment Fees 39577 39577 Advertising & promotion 35 0 Taxes payable 675 0 Foreign Tax Paid 1536 1536 Income Taxes 3390