James B Pendleton Charitable Trust
BELLEVUE, WA EIN: 95-6944277
Financial Overview
From 2024 IRS Form 990-PF
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
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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
No grants recorded for .
Who else does James B Pendleton Charitable Trust fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
California $6.3M (85%)
Georgia $1.1M (15%)
States
Cities
AtlantaDavisLa JollaLos AngelesSan Francisco
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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