James B Pendleton Irrv Charit Tr 091692

Ellison David E Ttee

Bellevue, WA
Tax-exempt since March 1993
EIN: 95-6944277

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.51M (2024)

Expenses

$1.88M (2024)

Total Assets

$23.8M (2024)

Total Liabilities

$7.82k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$1,510,801

Expenses

$1,880,042

Net Income

-$369,241

Net Assets

$23,782,299

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,557	1.0%
Dividends	$955,838	63.3%
Sales of Assets	$539,406	35.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,641,604	87.3%
Compensation of Officers*	$203,000	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,790,115
Total Liabilities	$7,816
Net Assets	$23,782,299

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$155,000	$0
Kelly C O'connell (Program Officer)	$48,000	$0

990-PF

Filed on Nov. 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$1,632,015

Expenses

$1,764,038

Net Income

-$132,023

Net Assets

$24,151,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,531	0.5%
Dividends	$872,756	53.5%
Sales of Assets	$750,728	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,533,345	86.9%
Compensation of Officers*	$192,000	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,158,886
Total Liabilities	$7,346
Net Assets	$24,151,540

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$150,000	$0
Kelly C O'connell (Program Officer)	$42,000	$0

990-PF

Filed on Oct. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$1,331,019

Expenses

$1,916,002

Net Income

-$584,983

Net Assets

$24,283,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,570	0.2%
Dividends	$738,410	55.5%
Sales of Assets	$590,039	44.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,686,754	88.0%
Compensation of Officers*	$180,000	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,291,124
Total Liabilities	$7,561
Net Assets	$24,283,563

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$150,000	$0
Justin M O'connell (Program Officer)	$30,000	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$1,524,212

Expenses

$2,075,256

Net Income

-$551,044

Net Assets

$24,868,546

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$735,220	48.2%
Sales of Assets	$788,978	51.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,835,706	88.5%
Compensation of Officers*	$180,000	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,875,262
Total Liabilities	$6,716
Net Assets	$24,868,546

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$150,000	$0
Justin M O'connell (Program Officer)	$30,000	$0

990-PF

Filed on Nov. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$953,640

Expenses

$1,899,385

Net Income

-$945,745

Net Assets

$25,419,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$263	0.0%
Dividends	$648,107	68.0%
Sales of Assets	$305,270	32.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,671,355	88.0%
Compensation of Officers*	$180,000	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,426,286
Total Liabilities	$6,696
Net Assets	$25,419,590

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$150,000	$0
Justin M O'connell (Program Officer)	$30,000	$0

990-PF

Filed on Nov. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$966,672

Expenses

$1,590,943

Net Income

-$624,271

Net Assets

$26,365,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,131	0.2%
Dividends	$814,696	84.3%
Sales of Assets	$149,845	15.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,366,550	85.9%
Compensation of Officers*	$180,000	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,370,882
Total Liabilities	$5,547
Net Assets	$26,365,335

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$150,000	$0
Justin M O'connell (Program Officer)	$30,000	$0

990-PF

Filed on Sept. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$1,382,832

Expenses

$1,426,625

Net Income

-$43,793

Net Assets

$26,989,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,565	0.3%
Dividends	$739,209	53.5%
Sales of Assets	$640,058	46.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,170,326	82.0%
Compensation of Officers*	$180,000	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$26,990,539
Total Liabilities	$933
Net Assets	$26,989,606

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$150,000	$0
Justin M O'connell (Program Officer)	$30,000	$0

990-PF

Filed on Oct. 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$12,153,933

Expenses

$2,001,602

Net Income

$10,152,331

Net Assets

$27,033,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,901	0.0%
Dividends	$738,714	6.1%
Sales of Assets	$11,413,318	93.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,648,227	82.3%
Compensation of Officers*	$155,000	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$27,051,710
Total Liabilities	$18,311
Net Assets	$27,033,399

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$125,000	$8,655
Justin M O'connell (Program Officer)	$30,000	$0

990-PF

Filed on Nov. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$1,736,479

Expenses

$1,817,061

Net Income

-$80,582

Net Assets

$16,881,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,785	0.3%
Dividends	$526,398	30.3%
Sales of Assets	$1,204,296	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,376,304	75.7%
Compensation of Officers*	$155,080	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,881,068
Total Liabilities	$0
Net Assets	$16,881,068

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$125,080	$7,389
Justin M O'connell (Program Officer)	$30,000	$0

990-PF

Filed on May 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,353,511

Expenses

$1,814,481

Net Income

-$460,970

Net Assets

$16,961,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,066	0.2%
Dividends	$524,198	38.7%
Sales of Assets	$827,247	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,362,179	75.1%
Compensation of Officers*	$218,333	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,961,650
Total Liabilities	$0
Net Assets	$16,961,650

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$125,000	$7,982
David E Ellison (Investment Director)	$46,444	$0
Justin M O'connell (Program Officer)	$30,000	$0
David E Ellison (Senior Trustee)	$16,889	$0

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990-PF

Filed on May 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,616,808

Expenses

$1,797,724

Net Income

-$180,916

Net Assets

$17,422,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,232	0.1%
Dividends	$540,530	33.4%
Sales of Assets	$1,075,046	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,283,422	71.4%
Compensation of Officers*	$250,000	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,422,620
Total Liabilities	$0
Net Assets	$17,422,620

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$125,000	$7,674
David E Ellison (Investment Director)	$93,750	$0
David E Ellison (Senior Trustee)	$31,250	$0

990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$993,998

Expenses

$1,629,647

Net Income

-$635,649

Net Assets

$17,603,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,204	0.1%
Dividends	$515,489	51.9%
Sales of Assets	$477,305	48.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,140,603	70.0%
Compensation of Officers*	$250,000	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,603,536
Total Liabilities	$0
Net Assets	$17,603,536

Compensation

Key Employees and Officers	Compensation	Other
Dayle E Iverson (Trustee & Ceo)	$125,000	$8,273
David E Ellison (Investment Director)	$93,750	$0
David E Ellison (Senior Trustee)	$31,250	$0

990-PF

Filed on May 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,537,172

Expenses

$1,571,038

Net Income

-$33,866

Net Assets

$18,239,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$573	0.0%
Dividends	$609,469	39.6%
Sales of Assets	$927,130	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,110,427	70.7%
Compensation of Officers*	$250,000	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,239,185
Total Liabilities	$1
Net Assets	$18,239,184

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$664,933

Expenses

$1,529,679

Net Income

-$864,746

Net Assets

$18,273,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$806	0.1%
Dividends	$500,164	75.2%
Sales of Assets	$163,962	24.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,072,091	70.1%
Compensation of Officers*	$278,811	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,273,050
Total Liabilities	$0
Net Assets	$18,273,050

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated January 26, 2026

James B Pendleton Irrv Charit Tr 091692

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.51M (2024)

Expenses $1.88M (2024)

Total Assets $23.8M (2024)

Total Liabilities $7.82k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$1.51M (2024)

Expenses

$1.88M (2024)

Total Assets

$23.8M (2024)

Total Liabilities

$7.82k (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

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2009

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2008

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2007

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2001