Barbara S & Jerry M Pettey Chari Tr Filing As Estate Un Section 645
- Assets
- $279.8k
- Revenue
- $6.3k
- Investments
- $262.6k
- Employees
- 0
- Location
- Flint, MI
- Founding
- 00/0000
- Data as of
- 12/2022
- EIN
- 47-6565950
Organization Overview
Barbara S & Jerry M Pettey Chari Tr Filing As Estate Un Section 645 is located in Flint, MI. The organization was established in 0000.
For the year ending 12/2022, Barbara S & Jerry M Pettey Chari Tr Filing As Estate Un Section 645 generated $6.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (39.2%) each year. All expenses for the organization totaled $5.2k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (41.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $17 |
| Dividends & Interest | $5,948 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $300 |
| Capital Gain Net Income | $300 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $6,265 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $374 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,933 |
| Total operating and administrative expenses | $5,212 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $5,212 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $17,178 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $262,579 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $279,757 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Barbara S & Jerry M Pettey Chari Tr Filing As Estate Un Section 645 has awarded $319,952 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
NEW LIFE CHRISTIAN FELLOWSHIP PURPOSE: GENERAL FUNDS | $50,000 |
BARBARA AND JERRY PETTEY CHARITABLE PURPOSE: DONOR ADVISED FUND | $269,952 |