Barbara S Pettey & Jerry M Pettey
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.
Barbara S Pettey & Jerry M Pettey at a glance
- Total assets
- $346,917
- +14.9% vs 2023
- Revenue (2024)
- $51,566
- +943.4% vs 2023
- Qualifying distributions (2024)
- $1,780
- -96.6% vs 2023
- Expenses (2024)
- $3,754
- -93.0% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Barbara S Pettey & Jerry M Pettey funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $50–100K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2023 it made 1 grant totaling $50K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Life Christian Fellowship Grand Blanc, MI | General Funds | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $346,917 | $51,566 | $3,754 | — | — | $1,780 | $49,398 | $15,294 |
| 2023 | $302,047 | $4,942 | $53,761 | $50,000 | 1 | $51,623 | $4,934 | $14,680 |
| 2022 | $279,757 | $6,265 | $5,212 | — | — | $952 | $5,312 | $14,904 |
| 2021 | $328,505 | $29,230 | $7,783 | — | — | $2,313 | $26,890 | $14,886 |
| 2020 | $290,881 | $4,268 | $7,668 | — | — | — | $469 | $13,808 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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