James G and Marcia H Valeo Charitable Fd
James G and Marcia H Valeo Charitable Fd is a private foundation, based in SANTA MONICA, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $91K in total assets. In 2025, it awarded 28 grants totaling $15K. Net investment income was $26K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$91K
+14.2% YoY
Annual Giving
$15K
-12.2% YoY
Grant Count
28
+21.7% YoY
Avg Grant Size
$532.143
-27.9% YoY
Under IRS private-foundation payout rules, James G and Marcia H Valeo Charitable Fd reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.
About James G and Marcia H Valeo Charitable Fd
Based on IRS filings
James G and Marcia H Valeo Charitable Fd is a private foundation, based in SANTA MONICA, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $91K in total assets. In 2025, it awarded 28 grants totaling $15K. Net investment income was $26K.
Ready to take the next step with James G and Marcia H Valeo Charitable Fd?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $90,726 | $79,419 | $62,182 |
| Revenue | $27,003 | $36,714 | $5,966 |
| Expenses | $18,219 | $19,477 | $12,673 |
| Qualifying Distributions | $16,333 | $18,241 | $10,795 |
| Net Investment Income | $25,610 | $35,478 | $4,225 |
| Distributable Amount | $11,917 | $10,649 | $9,617 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
132 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Boys & Girls Club of Palm Springs ($2,500), Ywca ($2,500), Dolce Canto ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| WIKIMEDIA FOUNDATION SAN FRANCISCO, CA | EDUCATIONAL | $25 |
| AMERICAN HERITAGE MUSEUM HUDSON, MA | GENERAL SUPPORT | $250 |
| ARTS MISSOULA MISSOULA, MT | COMMUNITY SERVICES | $250 |
| BLACKFOOT CHALLENGE OVANDO, MT | COMMUNITY SERVICES | $250 |
| BOYS & GIRLS CLUB OF PALM SPRINGS PALM SPRINGS, CA | COMMUNITY SERVICE | $2,500 |
| CHRIST THE KING CHURCH MISSOULA, MT | RELIGIOUS | $250 |
| CLARK FORK COALITION MISSOULA, MT | COMMUNITY SERVICES | $250 |
| COLLINGS FOUNDATION STOW, MA | COMMUNITY PROGRAMS | $50 |
| DE LA SALLE BLACKFOOT SCHOOL BROWNING, MT | EDUCATIONAL | $250 |
| DOLCE CANTO MISSOULA, MT | COMMUNITY SERVICES | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES G VALEO | PRESIDENT | 0.1 | — |
| THOMAS VALEO | INVESTMENT ADVISOR | 0.1 | — |
| MICHAEL VALEO | FINANCIAL OFFICER | — | — |
Frequently Asked Questions
How large is James G and Marcia H Valeo Charitable Fd?
As of 2025, James G and Marcia H Valeo Charitable Fd holds $91K in total assets with $27K in annual revenue. It awarded 28 grants totaling $15K in 2025.
Where does James G and Marcia H Valeo Charitable Fd operate?
James G and Marcia H Valeo Charitable Fd has awarded grants in California, District of Columbia, Massachusetts, Montana, New York, Rhode Island, Virginia, Washington.
What size grants does James G and Marcia H Valeo Charitable Fd award?
In 2025, James G and Marcia H Valeo Charitable Fd awarded 28 grants totaling $15K — an average of about $532.143 per grant, based on its IRS Form 990 filings.
How much is James G and Marcia H Valeo Charitable Fd required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, James G and Marcia H Valeo Charitable Fd reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James G and Marcia H Valeo Charitable Fd's EIN?
James G and Marcia H Valeo Charitable Fd's EIN (Employer Identification Number) is 95-4072056. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in James G and Marcia H Valeo Charitable Fd's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
First Interstate BancSystem Foundation
BILLINGS, MT
Assets
$20.3M
Grants
758
Total Given
$4.8M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Verizon Foundation
BASKING RIDGE, NJ
Assets
$23.8M
Grants
5,464
Total Given
$7.0M
Cross Charitable Foundation
BOZEMAN, MT
Assets
$58.2M
Grants
110
Total Given
$2.6M
Voice Foundation
MISSOULA, MT
Assets
$44K
Grants
7
Total Given
$8K
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
The Bessemer Giving Fund
WOODBRIDGE, NJ
Assets
$948.2M
Grants
1,653
Total Given
$138.5M
Aetna Foundation Inc
HARTFORD, CT
Assets
$16.6M
Grants
65
Total Given
$7.2M
California Community Foundation
LOS ANGELES, CA
Assets
$2.2B
Grants
2,025
Total Given
$272.6M
More Funders in California
Data last updated April 2026. Sourced from IRS Form 990-PF filings.