JAMES B PENDLETON IRRV CHARIT TR 091692

Cite this

Plain text JAMES B PENDLETON IRRV CHARIT TR 091692. furp.org, nonprofit organization profile, tax years 2012–2025. https://furp.org/org/james-b-pendleton-irrv-charit-tr-091692-956944277. Retrieved 2026-11-01.

APA furp.org. (n.d.). JAMES B PENDLETON IRRV CHARIT TR 091692 [Nonprofit organization profile; tax years 2012–2025]. Retrieved November 1, 2026, from https://furp.org/org/james-b-pendleton-irrv-charit-tr-091692-956944277

MLA “JAMES B PENDLETON IRRV CHARIT TR 091692.” furp.org, tax years 2012–2025, https://furp.org/org/james-b-pendleton-irrv-charit-tr-091692-956944277. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2012–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $1.7M · expenses $1.9M · assets $23.6M

EIN
95-6944277
Address
11900 NE 1ST ST STE 300, BELLEVUE, WA 98005-3049
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
March 1993 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Dayle E Iverson TRUSTEE & CEO2012-2025 $155,000$2,007,921 1
Kelly C O'Connell PROGRAM OFFICER2023-2025 $48,000$138,000 1
David E Ellison (former) INVESTMENT DIRECTOR2012-2015 $46,444$438,333 1
Justin M O'Connell (former) PROGRAM OFFICER2015-2022 $30,000$240,000 1

People by year

2025 · 2 people listed · 2 paid, $203K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $155,000-$0 $155,0001
KELLY C O'CONNELL PROGRAM OFFICER20 $48,000-$0 $48,0001
2024 · 2 people listed · 2 paid, $203K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $155,000-$0 $155,0001
KELLY C O'CONNELL PROGRAM OFFICER20 $48,000-$0 $48,0001
2023 · 2 people listed · 2 paid, $192K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $150,000-$0 $150,0001
KELLY C O'CONNELL PROGRAM OFFICER20 $42,000-$0 $42,0001
2022 · 2 people listed · 2 paid, $180K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $150,000-$0 $150,0001
JUSTIN M O'CONNELL PROGRAM OFFICER8 $30,000-$0 $30,0001
2021 · 2 people listed · 2 paid, $180K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $150,000-$0 $150,0001
JUSTIN M O'CONNELL PROGRAM OFFICER8 $30,000-$0 $30,0001
2020 · 2 people listed · 2 paid, $180K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $150,000-$0 $150,0001
JUSTIN M O'CONNELL PROGRAM OFFICER8 $30,000-$0 $30,0001
2019 · 2 people listed · 2 paid, $180K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $150,000-$0 $150,0001
JUSTIN M O'CONNELL PROGRAM OFFICER8 $30,000-$0 $30,0001
2018 · 2 people listed · 2 paid, $180K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $150,000-$0 $150,0001
JUSTIN M O'CONNELL PROGRAM OFFICER8 $30,000-$0 $30,0001
2017 · 2 people listed · 2 paid, $164K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $125,000-$8,655 $133,6551
JUSTIN M O'CONNELL PROGRAM OFFICER8 $30,000-$0 $30,0001
2016 · 2 people listed · 2 paid, $162K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $125,080-$7,389 $132,4691
JUSTIN M O'CONNELL PROGRAM OFFICER8 $30,000-$0 $30,0001
2015 · 4 people listed · 4 paid, $226K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $125,000-$7,982 $132,9821
DAVID E ELLISON INVESTMENT DIRECTOR29 $46,444-$0 $46,4441
JUSTIN M O'CONNELL PROGRAM OFFICER8 $30,000-$0 $30,0001
DAVID E ELLISON SENIOR TRUSTEE11 $16,889-$0 $16,8891
2014 · 3 people listed · 3 paid, $258K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $125,000-$7,674 $132,6741
DAVID E ELLISON INVESTMENT DIRECTOR29 $93,750-$0 $93,7501
DAVID E ELLISON SENIOR TRUSTEE11 $31,250-$0 $31,2501
2013 · 3 people listed · 3 paid, $258K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $125,000-$8,273 $133,2731
DAVID E ELLISON INVESTMENT DIRECTOR29 $93,750-$0 $93,7501
DAVID E ELLISON SENIOR TRUSTEE11 $31,250-$0 $31,2501
2012 · 3 people listed · 3 paid, $258K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAYLE E IVERSON TRUSTEE & CEO40 $125,000-$7,868 $132,8681
DAVID E ELLISON INVESTMENT DIRECTOR29 $93,750-$0 $93,7501
DAVID E ELLISON SENIOR TRUSTEE11 $31,250-$0 $31,2501

Highest-paid independent contractors

2025 · 1 contractor · $108K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYSEATTLE, WAINVESTMENT MANAGEMENT$107,961
2024 · 1 contractor · $103K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYSEATTLE, WAINVESTMENT MANAGEMENT$103,017
2023 · 1 contractor · $98K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYSEATTLE, WAINVESTMENT MANAGEMENT$98,111
2022 · 1 contractor · $103K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYSEATTLE, WAINVESTMENT MANAGEMENT$102,719
2021 · 1 contractor · $109K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYSEATTLE, WAINVESTMENT MANAGEMENT$109,399
2020 · 1 contractor · $100K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYSEATTLE, WAINVESTMENT MANAGEMENT$100,096
2019 · 1 contractor · $102K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYSEATTLE, WAINVESTMENT MANAGEMENT$102,093
2018 · 2 contractors · $169K
NameLocationServicePaid
THE NORTHERN TRUST COMPANYSEATTLE, WAINVESTMENT MANAGEMENT$106,753
VON HARTEN & COMPANY INC PSSEATTLE, WAACCOUNTING SERVICES$61,922
2017 · 2 contractors · $165K
NameLocationServicePaid
NORTHERN TRUST BANKSEATTLE, WAINVESTMENT MANAGEMENT$101,928
VON HARTEN & COMPANY INC PSSEATTLE, WAACCOUNTING SERVICES$62,901
2016 · 4 contractors · $320K
NameLocationServicePaid
GAMCO INVESTORS INCSEATTLE, WAINVESTMENT MANAGEMENT$142,610
VON HARTEN & COMPANY INC PSSEATTLE, WAACCOUNTING SERVICES$72,787
GARLAND CAPITAL MANAGEMENT INCBELLEVUE, WAINVESTMENT MANAGEMENT$54,858
RSM US WEALTH MANAGEMENT LLCSEATTLE, WAINVESTMENT MANAGEMENT$50,030
2015 · 3 contractors · $274K
NameLocationServicePaid
GAMCO INVESTORS INCSEATTLE, WAINVESTMENT MANAGEMENT$153,797
VON HARTEN & COMPANY INC PSSEATTLE, WAACCOUNTING SERVICES$65,384
GARLAND CAPITAL MANAGEMENT INCBELLEVUE, WAINVESTMENT MANAGEMENT$54,752

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 6 grants to organizations · $1.4M
2024 · 6 grants to organizations · $1.4M
2023 · 6 grants to organizations · $1.4M
2022 · 5 grants to organizations · $1.5M
2021 · 6 grants to organizations · $1.6M
2020 · 6 grants to organizations · $1.5M
2019 · 5 grants to organizations · $1.2M
2018 · 5 grants to organizations · $1.0M
2017 · 5 grants to organizations · $1.5M
2016 · 6 grants to organizations · $1.2M
2015 · 7 grants to organizations · $1.2M
2014 · 8 grants to organizations · $1.1M
2013 · 6 grants to organizations · $986K
2012 · 9 grants to organizations · $955K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$1,709,234$1,899,471 $23,600,283$23,592,062 -- $203,000--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,510,801$1,880,042 $23,790,115$23,782,299 -- $203,000--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$1,632,015$1,764,038 $24,158,886$24,151,540 -- $192,000--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$1,331,019$1,916,002 $24,291,124$24,283,563 -- $180,000--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,524,212$2,075,256 $24,875,262$24,868,546 -- $180,000--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$953,640$1,899,385 $25,426,286$25,419,590 -- $180,000--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$966,672$1,590,943 $26,370,882$26,365,335 -- $180,000--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$1,382,832$1,426,625 $26,990,539$26,989,606 -- $180,000--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$12,153,933$2,001,602 $27,051,710$27,033,399 -- $155,000--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,736,479$1,817,061 $16,881,068$16,881,068 -- $155,080--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$1,353,511$1,814,481 $16,961,650$16,961,650 -- $218,333--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$1,616,808$1,797,724 $17,422,620$17,422,620 -- $250,000--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$993,998$1,629,647 $17,603,536$17,603,536 -- $250,000--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$1,537,172$1,571,038 $18,239,185$18,239,185 -- $250,000--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

No similar organizations found.

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $1,899,471 spent · pay $229,482 · grants $1,450,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,450,000 76.3%
Pay: officers, directors, trustees $203,000 10.7%
Fees: other professional $107,961 5.7%
Fees: accounting $39,527 2.1%
Taxes $39,197 2.1%
Occupancy $26,928 1.4%
Pension plans and employee benefits $26,482 1.4%
Other expenses $5,326 0.3%
Fees: legal $1,050 0.1%
Total$1,899,471100%

View the filing

2024 · Form 990PF · $1,880,042 spent · pay $228,979 · grants $1,450,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,450,000 77.1%
Pay: officers, directors, trustees $203,000 10.8%
Fees: other professional $103,017 5.5%
Taxes $34,840 1.9%
Fees: accounting $31,721 1.7%
Occupancy $26,283 1.4%
Pension plans and employee benefits $25,979 1.4%
Other expenses $5,202 0.3%
Total$1,880,042100%

View the filing

2023 · Form 990PF · $1,764,038 spent · pay $216,704 · grants $1,350,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,350,000 76.5%
Pay: officers, directors, trustees $192,000 10.9%
Fees: other professional $98,111 5.6%
Fees: accounting $35,270 2.0%
Taxes $32,257 1.8%
Pension plans and employee benefits $24,704 1.4%
Occupancy $24,497 1.4%
Other expenses $5,199 0.3%
Fees: legal $2,000 0.1%
Total$1,764,038100%

View the filing

2022 · Form 990PF · $1,916,002 spent · pay $218,383 · grants $1,500,000 · events $12
LineAs describedTotalShare
Contributions, gifts, grants paid $1,500,000 78.3%
Pay: officers, directors, trustees $180,000 9.4%
Fees: other professional $102,719 5.4%
Taxes $33,414 1.7%
Fees: accounting $32,107 1.7%
Pension plans and employee benefits $24,883 1.3%
Occupancy $22,279 1.2%
Other salaries and wages $13,500 0.7%
Other expenses $5,100 0.3%
Fees: legal $1,988 0.1%
Travel, conferences and meetings $12 0.0%
Total$1,916,002100%

View the filing

2021 · Form 990PF · $2,075,256 spent · pay $216,619 · grants $1,650,000 · events $55
LineAs describedTotalShare
Contributions, gifts, grants paid $1,650,000 79.5%
Pay: officers, directors, trustees $180,000 8.7%
Fees: other professional $109,399 5.3%
Fees: accounting $51,820 2.5%
Pension plans and employee benefits $24,244 1.2%
Taxes $20,830 1.0%
Occupancy $20,127 1.0%
Other salaries and wages $12,375 0.6%
Other expenses $4,962 0.2%
Fees: legal $1,444 0.1%
Travel, conferences and meetings $55 0.0%
Total$2,075,256100%

View the filing

2020 · Form 990PF · $1,899,385 spent · pay $202,192 · grants $1,500,000 · events $38
LineAs describedTotalShare
Contributions, gifts, grants paid $1,500,000 79.0%
Pay: officers, directors, trustees $180,000 9.5%
Fees: other professional $100,096 5.3%
Taxes $36,052 1.9%
Fees: accounting $33,541 1.8%
Pension plans and employee benefits $22,192 1.2%
Occupancy $18,807 1.0%
Other expenses $4,346 0.2%
Fees: legal $4,313 0.2%
Travel, conferences and meetings $38 0.0%
Total$1,899,385100%

View the filing

2019 · Form 990PF · $1,590,943 spent · pay $201,659 · grants $1,200,000 · events $27
LineAs describedTotalShare
Contributions, gifts, grants paid $1,200,000 75.4%
Pay: officers, directors, trustees $180,000 11.3%
Fees: other professional $102,093 6.4%
Taxes $33,565 2.1%
Fees: accounting $31,055 2.0%
Pension plans and employee benefits $21,659 1.4%
Occupancy $17,038 1.1%
Other expenses $5,313 0.3%
Fees: legal $193 0.0%
Travel, conferences and meetings $27 0.0%
Total$1,590,943100%

View the filing

2018 · Form 990PF · $1,426,625 spent · pay $201,120 · grants $1,000,000 · events $1,330
LineAs describedTotalShare
Contributions, gifts, grants paid $1,000,000 70.1%
Pay: officers, directors, trustees $180,000 12.6%
Fees: other professional $106,753 7.5%
Fees: accounting $73,922 5.2%
Taxes $23,480 1.6%
Pension plans and employee benefits $21,120 1.5%
Occupancy $12,359 0.9%
Other expenses $7,299 0.5%
Travel, conferences and meetings $1,330 0.1%
Fees: legal $362 0.0%
Total$1,426,625100%

View the filing

2017 · Form 990PF · $2,001,602 spent · pay $163,655 · grants $1,500,000 · events $578
LineAs describedTotalShare
Contributions, gifts, grants paid $1,500,000 74.9%
Pay: officers, directors, trustees $155,000 7.7%
Taxes $138,724 6.9%
Fees: other professional $116,345 5.8%
Fees: accounting $62,901 3.1%
Occupancy $10,570 0.5%
Pension plans and employee benefits $8,655 0.4%
Other expenses $6,384 0.3%
Fees: legal $2,445 0.1%
Travel, conferences and meetings $578 0.0%
Total$2,001,602100%

View the filing

2016 · Form 990PF · $1,817,061 spent · pay $162,469 · grants $1,220,142 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,220,142 67.1%
Fees: other professional $269,753 14.8%
Pay: officers, directors, trustees $155,080 8.5%
Fees: accounting $81,087 4.5%
Taxes $49,188 2.7%
Occupancy $18,930 1.0%
Other expenses $13,904 0.8%
Pension plans and employee benefits $7,389 0.4%
Fees: legal $1,588 0.1%
Total$1,817,061100%

View the filing

2015 · Form 990PF · $1,814,481 spent · pay $226,315 · grants $1,190,247 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,190,247 65.6%
Fees: other professional $231,937 12.8%
Pay: officers, directors, trustees $218,333 12.0%
Fees: accounting $73,434 4.0%
Taxes $41,323 2.3%
Occupancy $29,478 1.6%
Other expenses $18,784 1.0%
Pension plans and employee benefits $7,982 0.4%
Fees: legal $2,963 0.2%
Total$1,814,481100%

View the filing

2014 · Form 990PF · $1,797,724 spent · pay $257,674 · grants $1,127,620 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,127,620 62.7%
Pay: officers, directors, trustees $250,000 13.9%
Fees: other professional $243,219 13.5%
Fees: accounting $74,850 4.2%
Taxes $39,929 2.2%
Occupancy $29,404 1.6%
Other expenses $19,774 1.1%
Pension plans and employee benefits $7,674 0.4%
Fees: legal $5,254 0.3%
Total$1,797,724100%

View the filing

2013 · Form 990PF · $1,629,647 spent · pay $258,273 · grants $985,512 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $985,512 60.5%
Pay: officers, directors, trustees $250,000 15.3%
Fees: other professional $218,940 13.4%
Fees: accounting $68,233 4.2%
Taxes $43,298 2.7%
Occupancy $25,120 1.5%
Other expenses $21,364 1.3%
Fees: legal $8,907 0.5%
Pension plans and employee benefits $8,273 0.5%
Total$1,629,647100%

View the filing

2012 · Form 990PF · $1,571,038 spent · pay $257,868 · grants $955,065 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $955,065 60.8%
Pay: officers, directors, trustees $250,000 15.9%
Fees: other professional $193,169 12.3%
Fees: accounting $72,170 4.6%
Taxes $38,318 2.4%
Occupancy $24,419 1.6%
Other expenses $21,588 1.4%
Fees: legal $8,441 0.5%
Pension plans and employee benefits $7,868 0.5%
Total$1,571,038100%

View the filing

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