James B Pendleton Charitable Trust
James B Pendleton Charitable Trust is a private foundation, based in Bellevue, WA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.8M in total assets. In 2024, it awarded 6 grants totaling $1.4M. Net investment income was $1.3M.
James B Pendleton Charitable Trust at a glance
In short: James B Pendleton Charitable Trust gave $1.4M across 6 grants in 2024 (avg $242K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,450,000
- +7.4% vs 2023
- Grants made (2024)
- 6
- +0.0% vs 2023
- Average grant
- $241,667
- +7.4% vs 2023
- Median grant
- $250,000
- Total assets
- $23,790,115
- -1.5% vs 2023
- Primary geography
- California (79% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who James B Pendleton Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Imperial College Foundation Inc ($300K). Together the top 5 received $1.3M.
Organizations only. It also paid 1 grant to individuals ($150,000), which are not listed by name.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was in the $250–500K range: 20 grants of 29 (69%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
States
Cities
How James B Pendleton Charitable Trust gives
- Giving held roughly steady from 2021 to 2024 (−12%). Method
- In 2024 it paid out 108% of its IRS minimum distribution (the 5% rule). 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
From 2020 to 2024, annual grant giving ranged from $1.4M (2023) to $1.6M (2021). In 2024 it made 6 grants totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Imperial College Foundation Inc Atlanta, GA | HIV/AIDS Research | $300,000 |
| The Scripps Research Institute La Jolla, CA | HIV/AIDS Research | $300,000 |
| Uc San Diego Foundation La Jolla, CA | HIV/AIDS Research | $300,000 |
| The J David Gladstone Institutes San Francisco, CA | HIV/AIDS Research | $200,000 |
| The UCLA Foundation Los Angeles, CA | HIV/AIDS Research | $200,000 |
| 1 grant to individuals Recipients not named | — | $150,000 |
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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 | $23,790,115 | $1,510,801 | $1,880,042 | $1,450,000 | 6 | $1,641,604 | $1,292,363 | $1,524,565 |
| 2023 | $24,158,886 | $1,632,015 | $1,764,038 | $1,350,000 | 6 | $1,533,345 | $1,421,005 | $1,385,916 |
| 2022 | $24,291,124 | $1,331,019 | $1,916,002 | $1,500,000 | 5 | $1,686,754 | $1,120,271 | $1,447,156 |
| 2021 | $24,875,262 | $1,524,212 | $2,075,256 | $1,650,000 | 6 | $1,835,706 | $1,289,662 | $1,622,629 |
| 2020 | $25,426,286 | $953,640 | $1,899,385 | $1,500,000 | 6 | — | $746,610 | $1,392,022 |
Under IRS private-foundation payout rules, James B Pendleton Charitable Trust reported a distributable amount of $1.5M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James B Pendleton Charitable Trust is led by Dayle E. Iverson, Trustee & CEO on every filing since 2020; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
Dayle E. Iverson
Trustee & CEO
On filings since 2020
40 hrs/week
$150K (2020) → $155K (2024)
Kelly C. O'Connell
Program Officer
On filings since 2023
20 hrs/week
$42K (2023) → $48K (2024)
Former officers (1)
- Former: Justin M. O'Connell (2020–2022) — Program Officer
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $155K, to Dayle E Iverson (Trustee & CEO). 2 officers or directors reported compensation on that filing.
Frequently asked questions about James B Pendleton Charitable Trust
How much does James B Pendleton Charitable Trust give each year?
James B Pendleton Charitable Trust gave $1.4M across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.4M across 6 grants.
What is James B Pendleton Charitable Trust's typical grant size?
James B Pendleton Charitable Trust's median grant in 2024 was $250,000, and its average grant was $241,667, across 6 grants on its 2024 IRS Form 990-PF.
Where does James B Pendleton Charitable Trust give grants?
James B Pendleton Charitable Trust gives mostly in California: 79% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Georgia (21%). The most frequent recipient cities were La Jolla, CA (2 grants).
Does James B Pendleton Charitable Trust give general operating support?
Not in 2024: none of the 6 grants with a stated purpose on James B Pendleton Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "HIV/AIDS Research" (6 grants).
Who are James B Pendleton Charitable Trust's largest grantees?
James B Pendleton Charitable Trust's largest 2024 grantees include Imperial College Foundation Inc ($300,000), The Scripps Research Institute ($300,000) and Uc San Diego Foundation ($300,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($150,000), which are not listed by name. Together they received 62% of its itemized 2024 grant dollars.
How large is James B Pendleton Charitable Trust?
James B Pendleton Charitable Trust reported $23.8M in total assets on its 2024 IRS Form 990-PF. It paid out $1.6M in qualifying distributions that year, against a required minimum of $1.5M (roughly 5% of its investment assets).
What is James B Pendleton Charitable Trust's EIN?
James B Pendleton Charitable Trust's EIN (Employer Identification Number) is 95-6944277. 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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