Before you apply to James B Pendleton Charitable Trust
Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.
Private Foundation
JAMES B PENDLETON CHARITABLE TRUST
Based in BELLEVUE, WA, JAMES B PENDLETON CHARITABLE TRUST operates as a Private Foundation. The organization reported $1.7M in revenue, $1.9M in expenses, $23.6M in total assets for fiscal year 2025. Imperigo tracks 44 reported grants from this foundation totaling approximately $10.9M.
EIN: 956944277
BELLEVUE, WA
Latest filing: 2025
Total Revenue$1.7M
Total Expenses$1.9M
Total Assets$23.6M
Grants Given44
Grant Total$10.9M
Filing Years2020–2025
Sample Grants Given
THE SCRIPPS RESEARCH INSTITUTE
HIV/AIDS RESEARCH
$300,000
IMPERIAL COLLEGE FOUNDATION INC
HIV/AIDS RESEARCH
$300,000
UC SAN DIEGO FOUNDATION
HIV/AIDS RESEARCH
$275,000
THE J DAVID GLADSTONE INSTITUTES
HIV/AIDS RESEARCH
$275,000
THE UCLA FOUNDATION
HIV/AIDS RESEARCH
$200,000
Showing up to 5 of 44 total records — full history available with membership.
Officers & Directors
TRUSTEE & CEO
Dayle E Iverson
PROGRAM OFFICER
Kelly C O'connell
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $1.7M | $1.9M | $23.6M |
| 2024 | $1.5M | $1.9M | $23.8M |
| 2023 | $1.6M | $1.8M | $24.2M |
| 2022 | $1.3M | $1.9M | $24.3M |
| 2020 | $954K | $1.9M | $25.4M |
Between 2020 and 2025, reported annual revenue grew from $954K to $1.7M (+79%), with total assets most recently reported at $23.6M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in CA, GA.
CAGA
Full geographic grant map with state-by-state breakdown available with membership.