James G and Marcia H Valeo Charitable FD
The James G and Marcia H Valeo Charitable FD is a private foundation located in Santa Monica, California. In 2025, it reported 28 grants totaling $14,900 to charitable organizations, including recipients in Montana, California, and Massachusetts.
Key facts about James G and Marcia H Valeo Charitable FD
In short: James G and Marcia H Valeo Charitable FD gave $15K across 28 grants in 2025 (avg $532.143), mostly in Montana. 15% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 95-4072056
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $14,900
- Grants made (2025)
- 28
- Average grant
- $532
- Median grant
- $250
- New grantees (estimate)
- 15% first-time grantees (4 of 27, 2025)
- Total assets
- $90,726
- Primary geography
- Montana (73% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
Is James G and Marcia H Valeo Charitable FD open to new grantees?
15%
first-time grantees, 2025
In 2025, 4 of 27 grantees (15%) were first-time recipients. First grants averaged $575; repeat grants $548. How we count
Medians: $625 first-time, $250 repeat.
- 67% of 2025 grantees were also funded in 2024. Method
- Giving fell 48% from 2022 to 2025. Method
- In 2025 it paid out 137% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations and purposes. For example, Boys & Girls Club of Palm Springs describes its mission as helping young people reach their full potential as productive, caring, and responsible citizens. Five Valleys Land Trust says it works to protect western Montana’s natural legacy, including river corridors, wildlife habitat, agricultural lands, and community open spaces. Poverello Center says it provides food, shelter, clothing, and essential services to hungry and homeless people in the Missoula area.
Grantmaking
In 2025, the foundation made 28 grants totaling $14,900. Grants ranged from $25 to $2,500, with a median of $250. Larger grants included $2,500 each to Boys & Girls Club of Palm Springs for community service and YWCA in Missoula for general support. Other grants included $1,000 to Five Valleys Land Trust for environment, $500 to Partners in Home Care for general support, and $500 to Poverello Center for community services.
Ready to take the next step with James G and Marcia H Valeo Charitable FD?
Geographic Focus
Where this funder awards grants
In 2025, Montana organizations received 73% of grant dollars, California organizations received 17%, Massachusetts organizations received 9%, and District of Columbia organizations received 1%. Named recipients included organizations in Missoula, Bozeman, and other Montana communities, as well as Palm Springs, California, and Hudson, Massachusetts.
Grant Distribution by State
Share of all 28 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $10K (2023) to $29K (2022). In 2025 it made 28 grants totaling $15K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Boys & Girls Club of Palm Springs ($3K). Together the top 10 received $12K.
Grant Size Distribution
132 grants across all recorded years
The most common grant size was under $50K: 132 grants of 132 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Club of Palm Springs Palm Springs, CA | Community Service | $2,500 |
| YWCA Missoula, MT | General Support | $2,500 |
| Dolce Canto Missoula, MT | Community Services | $1,000 |
| Five Valleys Land Trust Missoula, MT | Environment | $1,000 |
| Montana Youth Symphony Bozeman, MT | General Suppoet | $1,000 |
| Rocky Mountain Ballet Theatre Missoula, MT | Community Services | $1,000 |
| Ultiple Myeloma Foundation Hudson, MA | General Support | $1,000 |
| Missoula Food Bank Missoula, MT | Community Services | $500 |
| Partners in Home Care Missoula, MT | General Support | $500 |
| Poverello Center Missoula, MT | Community Services | $500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant total | Grant count |
|---|---|---|---|---|---|
| 2025 | $90,726 | $27,003 | $18,219 | $14,900 | 28 |
| 2024 | $79,419 | $36,714 | $19,477 | $16,975 | 23 |
| 2023 | $62,182 | $5,966 | $12,673 | $9,600 | 21 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists James G Valeo as president, Thomas Valeo as investment advisor, and Michael Valeo as financial officer.
James G and Marcia H Valeo Charitable FD is led by James G. Valeo, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
James G. Valeo
President
On filings since 2021
0.1 hrs/week
No compensation reported
Thomas Valeo
Investment Advisor
Financial Officer → Investment Advisor, 2024
On filings since 2021
0.1 hrs/week
No compensation reported
Michael Valeo
Financial Officer
On filings since 2024
No compensation reported
Former officers (1)
- Former: Marcia Valeo (2021–2023) — Secretary
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 3029 Wilshire Boulevard 200, Santa Monica, CA 90403
Phone: (310) 828-7547
Frequently asked questions about James G and Marcia H Valeo Charitable FD
How much does James G and Marcia H Valeo Charitable FD give each year?
James G and Marcia H Valeo Charitable FD gave $15K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 23 grants.
What is James G and Marcia H Valeo Charitable FD's typical grant size?
James G and Marcia H Valeo Charitable FD's median grant in 2025 was $250, and its average grant was $532, across 28 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from James G and Marcia H Valeo Charitable FD that year got $575 on average.
Where does James G and Marcia H Valeo Charitable FD give grants?
James G and Marcia H Valeo Charitable FD gives mostly in Montana: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (17%) and Massachusetts (9%). The most frequent recipient cities were Missoula, MT (14 grants), Hudson, MA (2 grants) and San Francisco, CA (2 grants).
Does James G and Marcia H Valeo Charitable FD give general operating support?
Yes: 29% of James G and Marcia H Valeo Charitable FD's 2025 grants with a stated purpose (8 of 28) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Community Services" (11 grants) and "Educational" (4 grants).
Who are James G and Marcia H Valeo Charitable FD's largest grantees?
James G and Marcia H Valeo Charitable FD's largest 2025 grantees include Boys & Girls Club of Palm Springs ($2,500), YWCA ($2,500) and Dolce Canto ($1,000), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.
How large is James G and Marcia H Valeo Charitable FD?
James G and Marcia H Valeo Charitable FD reported $91K in total assets on its 2025 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
What does James G and Marcia H Valeo Charitable FD fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of organizations and purposes. For example, Boys & Girls Club of Palm Springs describes its mission as helping young people reach their full potential as productive, caring, and responsible citizens. See mission & focus areas ↑
How do I apply for a grant from James G and Marcia H Valeo Charitable FD?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does James G and Marcia H Valeo Charitable FD accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching James G and Marcia H Valeo Charitable FD by hand.
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
Voice Foundation
Missoula, MT
Assets
$125K
Grants
10
Total Given
$8K
Lamb Weston Charitable Foundation
Eagle, ID
The foundation funds 501(c)(3) community programs, employee matching gifts, and scholarships for employees’ children, with recent grants supporting food banks and hunger relief. In 2024, grants ranged from $5,000 to $795,172, with a median of $40,565, and supported communities where Lamb Weston operates and employees live and work, including Idaho, Minnesota, Washington, and Oregon. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$12.9M
Grants
11
Total Given
$1.3M
Wagon Mountain Foundation Inc
Missoula, MT
The foundation supports organizations working in areas including community services, food, housing, healthcare, and land conservation, primarily in Montana. Its 2025 grants ranged from $1,500 to $8,000, with a median of $3,000. It funds only preselected charities and does not accept unsolicited requests.
Assets
$642K
Grants
20
Total Given
$75K
Pleiades Foundation
Missoula, MT
PLEIADES FOUNDATION supports charitable organizations in areas including land conservation, food access, arts, wildlife, and community programs, primarily in Montana and Washington. Its 2025 grants ranged from $500 to $7,500, with a median of $1,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.4M
Grants
23
Total Given
$60K
The Llewellyn Foundation
Springfield, OH
The Llewellyn Foundation funds work supporting health, education, and community well-being, including education, food access, housing, environmental projects, and community programs. Its 2025 grants ranged from $5,000 to $100,000, with a median of $20,000, and were concentrated in Montana and Massachusetts, with smaller amounts in Ohio, Texas, and Wisconsin. It accepts proposals by invitation only; organizations may submit a website inquiry to be considered.
Assets
$13.0M
Grants
51
Total Given
$1.0M
Elizabeth Wakeman Henderson Charitable
New York, NY
The foundation supports conservation and environmental work, arts, education, and charitable giving, with most 2024 grant dollars going to organizations in New York and others in states including Montana and Ohio. Its 28 grants ranged from $1,000 to $755,610, with a median of $5,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$1.7M
Grants
28
Total Given
$926K
Aetna Foundation Inc
Hartford, CT
Aetna Foundation supported health and wellness, access to health care, and related community needs; its 2021 grants ranged from $5,000 to $1 million, with a median of $40,000, and went to organizations across multiple states, especially in D.C. and Connecticut. Its 2021 filing was marked final, so it appears to have ended or be winding down grantmaking; that filing said there were no restrictions on who could apply and pointed applicants to its website for application materials.
Assets
$16.6M
Grants
65
Total Given
$7.2M
Max and Betty Swanson Foundation
Missoula, MT
The foundation supports scholarships, education, youth and family services, health-related work, and other community needs, with most grants going to Montana organizations. Its 2024 grants ranged from $500 to $16,000, with a median of $1,000; 98% of grant dollars went to Montana. The profile does not state whether it accepts unsolicited requests.
Assets
$3.3M
Grants
60
Total Given
$140K
Cross Charitable Foundation
Bozeman, MT
The foundation funds education, homelessness and assistance for oppressed people, wildlife and environmental conservation, and dog health and welfare in Idaho, Utah, Montana, and Wyoming. In 2024, grants ranged from $5,000 to $100,000, with a median of $20,000. It does not accept unsolicited requests; organizations must be invited by the Board to apply.
Assets
$58.2M
Grants
110
Total Given
$2.6M
The Thendara Foundation
Wilmington, DE
The Thendara Foundation funds a varied mix of arts, education, humanitarian aid, conservation, and legal services organizations. In 2025, grants ranged from $1,000 to $62,000, with a median of $2,500, and funding was concentrated in California, Colorado, and New York. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$9.9M
Grants
105
Total Given
$650K
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health-access initiatives for disproportionately affected populations, including cancer, blood disorders, brain health, and clinical-trial participation, in the United States and internationally. In 2024, its median grant was $134,090, though awards varied widely; it says application materials are available upon request and advises organizations to contact it about the process, but does not state whether unsolicited requests are accepted.
Assets
$83.3M
Grants
144
Total Given
$67.7M
The Kendeda Fund
Wilmington, DE
The Kendeda Fund supported transformative organizations and leaders working on issues including equity, girls’ rights, gun violence prevention, sustainability, and community resilience. Its 2023 grants had a median of $50,000 and ranged from $10 to $8 million, with funding concentrated in Georgia, Montana, North Carolina, Minnesota, and New Hampshire; it did not accept unsolicited requests and completed grantmaking in 2023.
Assets
$50.7M
Grants
208
Total Given
$60.3M
More Funders in California
James G and Marcia H Valeo Charitable FD down — hundreds of funders to go?