Mount Rainier above forested ridges in Washington

Form 990-PFTax year 2025EIN 95-6944277

James B Pendleton Charitable Trust

A private foundation in Bellevue, WA. Its return for tax year 2025 lists 6 grants and $1.4 million paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Dayle E Iverson
James B Pendleton Charitable Trust, 11900 NE 1st St 300
Bellevue, WA 98005
(425) 284-3095
Form and materials
Letter discussing programs qualifying under internal revenue code section 501(c)(3) for hiv/aids research, control or treatment.
Deadlines
None
Restrictions
None

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $1,450,000

    Grants listed
    6
    Assets, end of year
    $23,600,283
  • Tax year 2024

    $1,450,000

    Grants listed
    6
    Assets, end of year
    $23,790,115
  • Tax year 2023

    $1,350,000

    Grants listed
    6
    Assets, end of year
    $24,158,886
  • Tax year 2022

    $1,500,000

    Grants listed
    5
    Assets, end of year
    $24,291,124
  • Tax year 2021

    $1,650,000

    Grants listed
    6
    Assets, end of year
    $24,875,262
  • Tax year 2020

    $1,500,000

    Grants listed
    6
    Assets, end of year
    $25,426,286
  • Tax year 2019

    $1,200,000

    Grants listed
    5
    Assets, end of year
    $26,370,882
  • Tax year 2018

    $1,000,000

    Grants listed
    5
    Assets, end of year
    $26,990,539

Grants paid in 2025

6 grants, largest first

As listed on the return.

  1. Imperial College Foundation IncAtlanta, GA

    Hiv/aids research

    $300,000
  2. The Scripps Research InstituteLa Jolla, CA

    Hiv/aids research

    $300,000
  3. The J David Gladstone InstitutesSan Francisco, CA

    Hiv/aids research

    $275,000
  4. UC San Diego FoundationLa Jolla, CA

    Hiv/aids research

    $275,000
  5. The UCLA FoundationLos Angeles, CA

    Hiv/aids research

    $200,000
  6. UC Davis - University of CaliforniaDavis, CA

    Hiv/aids research

    $100,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education3 grants $775,00057% of the total
  2. Medical research2 grants $575,00043% of the total

By State

Grants to organizations with a US address, latest year.

  1. California5 grants $1,150,000
  2. Georgia1 grant $300,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Dayle E IversonTRUSTEE & CEO Hours 40Pay $155,000
  • Kelly C O'ConnellPROGRAM OFFICER Hours 20Pay $48,000

The return

More foundations

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