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.
James G and Marcia H Valeo Charitable FD at a glance
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.
- Annual giving (2025)
- $14,900
- -12.2% vs 2024
- Grants made (2025)
- 28
- +21.7% vs 2024
- Average grant
- $532
- -27.9% vs 2024
- Median grant
- $250
- Total assets
- $90,726
- +14.2% vs 2024
- New grantees (estimate)
- 15% first-time grantees (4 of 27, 2025)
- Primary geography
- Montana (73% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to James G and Marcia H Valeo Charitable FD
- 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.
- Contact
Mailing address: 3029 Wilshire Boulevard 200, Santa Monica, CA 90403
Phone: (310) 828-7547
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who James G and Marcia H Valeo Charitable FD funds
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%).
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 2025 grant dollars across all 28 itemized grants.
Cities
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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $90,726 | $27,003 | $18,219 | $14,900 | 28 | $16,333 | $25,610 | $11,917 |
| 2024 | $79,419 | $36,714 | $19,477 | $16,975 | 23 | $18,241 | $35,478 | $10,649 |
| 2023 | $62,182 | $5,966 | $12,673 | $9,600 | 21 | $10,795 | $4,225 | $9,617 |
| 2022 | $68,947 | $12,671 | $33,591 | $28,700 | 25 | $31,500 | $9,852 | $18,234 |
| 2021 | $89,877 | $23,855 | $28,206 | $26,000 | 35 | — | $22,739 | $11,619 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
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.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Figures come from James G and Marcia H Valeo Charitable FD's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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