Well Told Grants

Foundations / California

James G and Marcia H Valeo Charitable FD

Preselected recipients only Santa Monica, California · EIN 954072056

James G and Marcia H Valeo Charitable FD is a private foundation in Santa Monica, California. In tax year 2024 it gave $14,900 in 28 grants; the typical grant was $250 and the largest $2,500. It only gives to organizations it selects itself and does not accept unsolicited applications.

From its IRS Form 990-PF for tax year 2024.

Giving in 2024 was down from $16,975 the year before.

33% of its 2024 grantees had not received a grant from it the year before, a mix of repeat and new grantees.

Giving by year

Tax yearGrants paidNumber of grantsAssets
2022$9,60021$217,511
2023$16,97523$253,489
2024$14,90028$275,394

How to apply

James G and Marcia H Valeo Charitable FD says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.

IRS filings on ProPublica

What James G and Marcia H Valeo Charitable FD funds

Where it gives

Its grants went to recipients in 4 states, the most to Montana.

StateGrantsAmount
Montana21$10,950
California3$2,550
Massachusetts3$1,300
District of Columbia1$100

Grants paid in 2024

All 28 grants
RecipientPurposeAmount
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
String Orchestra of the Rockies
Missoula, MT
General support$500
American Heritage Museum
Hudson, MA
General support$250
Arts Missoula
Missoula, MT
Community services$250
Blackfoot Challenge
Ovando, MT
Community services$250
Christ the King Church
Missoula, MT
Religious$250
Clark Fork Coalition
Missoula, MT
Community services$250
De la Salle Blackfoot School
Browning, MT
Educational$250
Montana Trout Unlimited
Missoula, MT
General support$250
Montana World Affairs Council
Missoula, MT
Educational$250
Thompson River Animal Care Shelter
Thompson Falls, MT
Community services$250
University of Montana
Missoula, MT
Educational$200
Judicial Watch
Washington, DC
Community services$100
Montana Sheriffs & Peace Officers Assn
Helena, MT
Community services$100
Owl Research
Charlo, MT
Environmental$100
Collings Foundation
Stow, MA
Community programs$50
Montana PBS
Boseman, MT
Community services$50
Wikimedia Foundation
San Francisco, CA
Educational$25
Wikimedia Foundation
San Francisco, CA
General support$25

Officers and trustees

As listed in Part VIII of the 2024 filing.

Questions people ask

Does James G and Marcia H Valeo Charitable FD accept grant applications?

No. Its IRS filing says it only makes contributions to preselected organizations.

How much does James G and Marcia H Valeo Charitable FD give?

$14,900 in tax year 2024, across 28 grants, with a typical grant of $250.

Who runs James G and Marcia H Valeo Charitable FD?

Its 2024 filing lists James G Valeo (President), Thomas Valeo (Investment Advisor) and Michael Valeo (Financial Officer).

What does James G and Marcia H Valeo Charitable FD fund?

Based on its grants, mainly youth programs, arts and culture and environment and conservation.

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