Barbara S Pettey & Jerry M Pettey

Private foundation · Grantmaker Flint, MI EIN: 47-6565950

Barbara S Pettey & Jerry M Pettey is a private foundation, based in Flint, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $347K in total assets. In 2024, it made $2K in qualifying distributions. Net investment income was $49K.

Key facts about Barbara S Pettey & Jerry M Pettey

EIN
47-6565950
Latest 990 filing
Form 990-PF, 2024
Total assets
$346,917

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$347K

+14.9% YoY

Revenue

$52K

+943.4% YoY

Qualifying Distributions

$2K

-96.6% YoY

Expenses

$4K

-93.0% YoY

Under IRS private-foundation payout rules, Barbara S Pettey & Jerry M Pettey reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.

How Barbara S Pettey & Jerry M Pettey gives

  • In 2024 it paid out 12% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Grand Blanc

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K0 grants2020 0 grants2021 0 grants2022 1 grant2023 0 grants2024

In 2023 it made 1 grant totaling $50K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

1 grant across all recorded years

<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 1 grant of 1 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$346,917$302,047$279,757
Revenue$51,566$4,942$6,265
Expenses$3,754$53,761$5,212
Qualifying Distributions$1,780$51,623$952
Net Investment Income$49,398$4,934$5,312
Distributable Amount$15,294$14,680$14,904

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Barbara S Pettey & Jerry M Pettey is led by Eric J. Mead, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Eric J. Mead

    Trustee

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Barbara S Pettey & Jerry M Pettey

How large is Barbara S Pettey & Jerry M Pettey?

Barbara S Pettey & Jerry M Pettey reported $347K in total assets on its 2024 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Barbara S Pettey & Jerry M Pettey operate?

Barbara S Pettey & Jerry M Pettey has awarded grants in Michigan.

What is Barbara S Pettey & Jerry M Pettey's EIN?

Barbara S Pettey & Jerry M Pettey's EIN (Employer Identification Number) is 47-6565950. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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