Nonprofit · EIN 95-6944277
JAMES B PENDLETON IRRV CHARIT TR 091692
Also known as ELLISON DAVID E TTEE
Tax-exempt · BELLEVUE, WA 98005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,709,234 | $1,899,471 | -$190,237 | $23,600,283 | $8,221 | $23,592,062 |
| December 31, 2024 | 990-PF | $1,510,801 | $1,880,042 | -$369,241 | $23,790,115 | $7,816 | $23,782,299 |
| December 31, 2023 | 990-PF | $1,632,015 | $1,764,038 | -$132,023 | $24,158,886 | $7,346 | $24,151,540 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $932,241
- Interest
- $16,672
- Net gain from sales of assets
- $760,321
Expenses
- Grants and similar amounts paid
- $1,450,000
- Compensation of officers, directors and key employees
- $203,000
- Disbursements for charitable purposes
- $1,643,971
- Excise tax on investment income
- $20,499
Balance sheet and other
- Total assets, start of year
- $23,790,115
- Total assets, end of year
- $23,600,283
- Total liabilities, end of year
- $8,221
- Net assets, end of year
- $23,592,062
- Fair market value of assets
- $34,665,942
- Qualifying distributions
- $1,643,971
- Net investment income
- $1,709,234
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAYLE E IVERSON 11900 NE 1ST STREET SUITE 300, BELLEVUE, WA 98005 | TRUSTEE & CEO | 40 | $155,000 |
| KELLY C O'CONNELL 11900 NE 1ST STREET SUITE 300, BELLEVUE, WA 98005 | PROGRAM OFFICER | 20 | $48,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAYLE E IVERSON 11900 NE 1ST STREET SUITE 300, BELLEVUE, WA 98005 | TRUSTEE & CEO | 40 | $155,000 |
| KELLY C O'CONNELL 11900 NE 1ST STREET SUITE 300, BELLEVUE, WA 98005 | PROGRAM OFFICER | 20 | $48,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAYLE E IVERSON 11900 NE 1ST STREET SUITE 300, BELLEVUE, WA 98005 | TRUSTEE & CEO | 40 | $150,000 |
| KELLY C O'CONNELL 11900 NE 1ST STREET SUITE 300, BELLEVUE, WA 98005 | PROGRAM OFFICER | 20 | $42,000 |
Address and contacts
- Address (IRS master file)
- 11900 NE 1ST ST STE 300, BELLEVUE, WA 98005-3049
- In care of
- % KENLYN MCQUEEN
- Signed the 990-PF
- DAYLE E IVERSON, TRUSTEE & CEO
- Phone
- (425) 284-3095
- Return prepared by
- VON HARTEN & COMPANY INC PS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-6944277
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $23,600,283
- Income (IRS master file)
- $4,885,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,709,234 | $1,899,471 | $23,600,283 | XML |
| 990-PF | December 2024 | $1,510,801 | $1,880,042 | $23,790,115 | XML |
| 990-PF | December 2023 | $1,632,015 | $1,764,038 | $24,158,886 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-6944277).
Questions about JAMES B PENDLETON IRRV CHARIT TR 091692
- What is the EIN of JAMES B PENDLETON IRRV CHARIT TR 091692?
- The employer identification number (EIN) of JAMES B PENDLETON IRRV CHARIT TR 091692 is 95-6944277.
- Is JAMES B PENDLETON IRRV CHARIT TR 091692 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to JAMES B PENDLETON IRRV CHARIT TR 091692 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES B PENDLETON IRRV CHARIT TR 091692 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES B PENDLETON IRRV CHARIT TR 091692 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES B PENDLETON IRRV CHARIT TR 091692 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES B PENDLETON IRRV CHARIT TR 091692?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $155,000 (DAYLE E IVERSON, TRUSTEE & CEO).
- How much revenue does JAMES B PENDLETON IRRV CHARIT TR 091692 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,709,234, expenses of $1,899,471 and total assets of $23,600,283 at year end.
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