Private Foundation

JAMES B PENDLETON CHARITABLE TRUST

Based in BELLEVUE, WA, JAMES B PENDLETON CHARITABLE TRUST operates as a Private Foundation. The organization reported $1.5M in revenue, $1.9M in expenses, $23.8M in total assets for fiscal year 2024. Imperigo tracks 38 reported grants from this foundation totaling approximately $9.5M.

EIN: 956944277 BELLEVUE, WA Latest filing: 2024

Total Revenue$1.5M

Total Expenses$1.9M

Total Assets$23.8M

Grants Given38

Grant Total$9.5M

Filing Years2019–2024

Sample Grants Given

THE SCRIPPS RESEARCH INSTITUTE

LA JOLLA, CA · 2024

HIV/AIDS RESEARCH

$300,000

IMPERIAL COLLEGE FOUNDATION INC

ATLANTA, GA · 2024

HIV/AIDS RESEARCH

$300,000

UC SAN DIEGO FOUNDATION

LA JOLLA, CA · 2024

HIV/AIDS RESEARCH

$300,000

THE J DAVID GLADSTONE INSTITUTES

SAN FRANCISCO, CA · 2024

HIV/AIDS RESEARCH

$200,000

THE UCLA FOUNDATION

LOS ANGELES, CA · 2024

HIV/AIDS RESEARCH

$200,000

Showing up to 5 of 38 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

HIV/AIDS RESEARCH

$9,500,000 38 grants

Financial Trends

Year	Revenue	Expenses	Assets
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
2019	$967K	$1.6M	$26.4M

Between 2019 and 2024, reported annual revenue grew from $967K to $1.5M (+56%), with total assets most recently reported at $23.8M.

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.

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