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.
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
6
+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
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
Explore Open Grants
Browse active grant opportunities in James B Pendleton Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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