James B Pendleton Irrv Charit Tr 091692
- Assets
- $24.3m
- Revenue
- $1.3m
- Investments
- $24.0m
- Employees
- 0
- Location
- Bellevue, WA
- Founding
- 03/1993
- Data as of
- 12/2022
- EIN
- 95-6944277
Organization Overview
James B Pendleton Irrv Charit Tr 091692 is located in Bellevue, WA. The organization was established in 1993. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James B Pendleton Irrv Charit Tr 091692 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, James B Pendleton Irrv Charit Tr 091692 generated $1.3m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (4.3%) each year. All expenses for the organization totaled $1.9m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, James B Pendleton Irrv Charit Tr 091692 has awarded 33 individual grants totaling $8,370,142. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dayle E Iverson Trustee & CEO | 40 | $150,000 | |
Justin M O'connell Program Officer | 8.33 | $30,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
The Northern Trust Company | 12/30/18 | $106,753 |
Von Harten & Company Inc Ps | 12/30/18 | $61,922 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $2,570 |
| Dividends & Interest | $738,410 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $590,039 |
| Capital Gain Net Income | $590,039 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,331,019 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $180,000 |
| Other employee salaries and wages | $13,500 |
| Pension plans, employee benefits | $24,883 |
| Interest | $0 |
| Taxes | $33,414 |
| Depreciation | $0 |
| Occupancy | $22,279 |
| Travel, conferences, and meetings | $12 |
| Printing and publications | $0 |
| Other expenses | $5,100 |
| Total operating and administrative expenses | $416,002 |
| Contributions, gifts, grants paid | $1,500,000 |
| Total expenses and disbursements | $1,916,002 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $269,394 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $23,996,602 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $25,128 |
| Total assets | $24,291,124 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $7,561 |
| Total liabilities | $7,561 |
Grants Awarded
Over the last fiscal year, James B Pendleton Irrv Charit Tr 091692 has awarded $1,500,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
THE SCRIPPS RESEARCH INSTITUTE PURPOSE: HIV/AIDS RESEARCH | $350,000 |
THE J DAVID GLADSTONE INSTITUTES PURPOSE: HIV/AIDS RESEARCH | $300,000 |
THE UCLA FOUNDATION PURPOSE: HIV/AIDS RESEARCH | $250,000 |
UC DAVIS - UNIVERSITY OF CALIFORNIA PURPOSE: HIV/AIDS RESEARCH | $200,000 |
UC SAN DIEGO FOUNDATION PURPOSE: HIV/AIDS RESEARCH | $400,000 |