JAMES B PENDLETON CHARITABLE TRUST
https://N/A
$31.4M
Total Assets (2024)
$1.4M
Avg Yearly Giving (2023–2024)
$2.8M
Giving on File
(2 yrs)
(2 yrs)
12
Grants on File
$242K
Avg Grant Size
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DAYLE E IVERSON
Phone
4252843095
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 |
|---|---|---|---|---|
| 2018 | N/A | $26.3M | $1.4M | N/A |
| 2019 | N/A | $30.2M | $967K | N/A |
| 2020 | N/A | $31.3M | $954K | N/A |
| 2023 | $1.4M | $29.6M | $1.6M | 6 |
| 2024 | $1.4M | $31.4M | $1.5M | 6 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$100K
25th Pctl
$200K
Median
$250K
Average
$233K
75th Pctl
$300K
Maximum
$350K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| DAYLE E IVERSON | TRUSTEE & CEO | $155K |
| KELLY C O'CONNELL | PROGRAM OFFICER | $48K |
| JUSTIN M O'CONNELL | PROGRAM OFFICER | $30K |
Grants Awarded (12 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| IMPERIAL COLLEGE FOUNDATION INC | ATLANTA, GA | $350,000 | HIV/AIDS RESEARCH | 2023 |
| UC SAN DIEGO FOUNDATION | LA JOLLA, CA | $300,000 | HIV/AIDS RESEARCH | 2024 |
| 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 |
| 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 |
| THE J DAVID GLADSTONE INSTITUTES | SAN FRANCISCO, CA | $250,000 | HIV/AIDS RESEARCH | 2023 |
| THE UCLA FOUNDATION | LOS ANGELES, CA | $200,000 | HIV/AIDS RESEARCH | 2024 |
| THE J DAVID GLADSTONE INSTITUTES | SAN FRANCISCO, CA | $200,000 | HIV/AIDS RESEARCH | 2024 |
| THE UCLA FOUNDATION | LOS ANGELES, CA | $150,000 | HIV/AIDS RESEARCH | 2023 |
| UC DAVIS - UNIVERSITY OF CALIFORNIA | DAVIS, CA | $150,000 | HIV/AIDS RESEARCH | 2024 |
| UC DAVIS - UNIVERSITY OF CALIFORNIA | DAVIS, CA | $100,000 | HIV/AIDS RESEARCH | 2023 |