James B. Pendleton Charitable Trust
EIN 956944277 Private FoundationTotal Given 2016–2024
$11.2M
45 grants · $1.2M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$250K
typical big bets · $200K–$300K
grant size
44%
supporter · 7/16 multi-year
repeat
$31.4M
Assets (2024)
16
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DAYLE E IVERSON
Phone
(425) 284-3095
Deadlines
NONE
How to Apply
LETTER DISCUSSING PROGRAMS QUALIFYING UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) FOR HIV/AIDS RESEARCH, CONTROL OR TREATMENT.
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $1.2M | $27.9M | $1.7M | 6 |
| 2017 | $1.5M | $29.9M | $12.2M | 5 |
| 2018 | $1.0M | $26.3M | $1.4M | 5 |
| 2019 | N/A | $30.2M | $967K | N/A |
| 2020 | $1.5M | $31.3M | $954K | 6 |
| 2021 | $1.6M | $33.8M | $1.5M | 6 |
| 2022 | $1.5M | $27.1M | $1.3M | 5 |
| 2023 | $1.4M | $29.6M | $1.6M | 6 |
| 2024 | $1.4M | $31.4M | $1.5M | 6 |
Grant Size Distribution
Based on 45 grants on record
Minimum
$100K
25th Pctl
$200K
Median
$250K
Average
$248K
75th Pctl
$300K
Maximum
$450K
Geographic Distribution
Officers & Directors
Grants Awarded (45 total)
| Purpose | ||||
|---|---|---|---|---|
| UC San Diego Foundation | La Jolla, CA | $450,000 | HIV/AIDS RESEARCH | 2017 |
| UC San Diego Foundation | La Jolla, CA | $400,000 | HIV/AIDS RESEARCH | 2022 |
| UC San Diego Foundation | La Jolla, CA | $350,000 | HIV/AIDS RESEARCH | 2021 |
| Imperial College Foundation Inc | Atlanta, GA | $350,000 | HIV/AIDS RESEARCH | 2023 |
| UCLA Foundation | LOS Angeles, CA | $350,000 | HIV/AIDS RESEARCH | 2017 |
| The Scripps Research Institute | La Jolla, CA | $350,000 | HIV/AIDS RESEARCH | 2022 |
| UC San Diego Foundation | La Jolla, CA | $325,000 | HIV/AIDS RESEARCH | 2020 |
| Sanford Burnham Prebys Medical Discovery Institute | La Jolla, CA | $314,954 | RESEARCH | 2016 |
| UC San Diego Foundation | La Jolla, CA | $300,000 | HIV/AIDS RESEARCH | 2018 |
| The J. David Gladstone Institutes | San Francisco, CA | $300,000 | HIV/AIDS RESEARCH | 2021 |
| The Scripps Research Institute | La Jolla, CA | $300,000 | HIV/AIDS RESEARCH | 2021 |
| Imperial College Foundation Inc | Atlanta, GA | $300,000 | HIV/AIDS RESEARCH | 2024 |
| The Scripps Research Institute | La Jolla, CA | $300,000 | HIV/AIDS RESEARCH | 2024 |
| UC San Diego Foundation | La Jolla, CA | $300,000 | HIV/AIDS RESEARCH | 2024 |
| The J. David Gladstone Institutes | San Francisco, CA | $300,000 | HIV/AIDS RESEARCH | 2022 |
| Imperial College Foundation Inc | Atlanta, GA | $250,000 | HIV/AIDS RESEARCH | 2020 |
| The J. David Gladstone Institutes | San Francisco, CA | $250,000 | HIV/AIDS RESEARCH | 2020 |
| The Scripps Research Institute | La Jolla, CA | $250,000 | HIV/AIDS RESEARCH | 2020 |
| Imperial College Foundation Inc | Atlanta, GA | $250,000 | HIV/AIDS RESEARCH | 2021 |
| The UCLA Foundation | LOS Angeles, CA | $250,000 | HIV/AIDS RESEARCH | 2021 |
| The J. David Gladstone Institutes | San Francisco, CA | $250,000 | HIV/AIDS RESEARCH | 2023 |
| The Scripps Research Institute | La Jolla, CA | $250,000 | HIV/AIDS RESEARCH | 2023 |
| UC San Diego Foundation | La Jolla, CA | $250,000 | HIV/AIDS RESEARCH | 2023 |
| Gladstone Institutes | San Francisco, CA | $250,000 | HIV/AIDS RESEARCH | 2017 |
| The Scripps Research Institute | La Jolla, CA | $250,000 | HIV/AIDS RESEARCH | 2017 |
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