James B Pendleton Charitable Trust

Foundation · Grantmaker BELLEVUE, WA EIN: 95-6944277

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$23.8M

-1.5% YoY

Annual Giving

$1.4M

+7.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$242K

+7.4% YoY

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.

About James B Pendleton Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $6.3M (85%)

Georgia $1.1M (15%)

States

California Georgia

Cities

AtlantaDavisLa JollaLos AngelesSan Francisco

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$23,790,115	$24,158,886	$24,291,124
Revenue	$1,510,801	$1,632,015	$1,331,019
Expenses	$1,880,042	$1,764,038	$1,916,002
Qualifying Distributions	$1,641,604	$1,533,345	$1,686,754
Net Investment Income	$1,292,363	$1,421,005	$1,120,271
Distributable Amount	$1,524,565	$1,385,916	$1,447,156

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

29 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Imperial College Foundation Inc ($300,000), The Scripps Research Institute ($300,000), Uc San Diego Foundation ($300,000).

Recipient	Purpose	Amount
IMPERIAL COLLEGE FOUNDATION INC ATLANTA, GA	HIV/AIDS RESEARCH	$300,000
THE J DAVID GLADSTONE INSTITUTES SAN FRANCISCO, CA	HIV/AIDS RESEARCH	$200,000
THE SCRIPPS RESEARCH INSTITUTE LA JOLLA, CA	HIV/AIDS RESEARCH	$300,000
THE UCLA FOUNDATION LOS ANGELES, CA	HIV/AIDS RESEARCH	$200,000
UC DAVIS - UNIVERSITY OF CALIFORNIA DAVIS, CA	HIV/AIDS RESEARCH	$150,000
UC SAN DIEGO FOUNDATION LA JOLLA, CA	HIV/AIDS RESEARCH	$300,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAYLE E IVERSON	TRUSTEE & CEO	40	$155,000
KELLY C O'CONNELL	PROGRAM OFFICER	20	$48,000

Frequently Asked Questions

How large is James B Pendleton Charitable Trust?

As of 2024, James B Pendleton Charitable Trust holds $23.8M in total assets with $1.5M in annual revenue. It awarded 6 grants totaling $1.4M in 2024.

Where does James B Pendleton Charitable Trust operate?

James B Pendleton Charitable Trust has awarded grants in California, Georgia.

What size grants does James B Pendleton Charitable Trust award?

In 2024, James B Pendleton Charitable Trust awarded 6 grants totaling $1.4M — an average of about $242K per grant, based on its IRS Form 990 filings.

How much is James B Pendleton Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, James B Pendleton Charitable Trust reported a distributable amount of $1.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.