Small Public Charity

THE VALEO FOUNDATION INC

Based in CARMEL, IN, THE VALEO FOUNDATION INC operates as a Small Public Charity. The organization reported $22K in revenue, $8 in expenses, $330K in total assets for fiscal year 2022. Imperigo tracks 1 reported grants from this foundation totaling approximately $20K.

EIN: 205077399 CARMEL, IN Private Independent Foundations NTEE: T22 Latest filing: 2022
Total Revenue$22K
Total Expenses$8
Total Assets$330K
Grants Given1
Grant Total$20K
Filing Years2020–2022

Mission

THE FOUNDATION SOLICITS CONTRIBUTIONS FROM CLIENTS ASSOCIATED WITH VALEO FINANCIAL ADVISORS LLC AS WELL AS OTHER INDIVIDUALS. THE FOUNDATIN WILL THEN PROVIDE DONATIONS TO VARIOUS CHARITABLE ORGANIZATIONS OR AGENCIES PROMOTING OR SUPPORTING SOCIAL JUSTICE, SOCIAL CONCERNS, EDUCATIONAL OR RELIGIOUS ORGANIZATIONS.

Sample Grants Given

ATLANTA, GA
GENERAL SUPPORT
$20,000

Showing up to 5 of 1 total records — full history available with membership.

Officers & Directors

DIRECTOR John C Trott
DIRECTOR John T Wortman
DIRECTOR P Richard Evans

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$20,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2022 $22K $8 $330K
2021 $56K $32K $375K
2020 $157K $57K $288K

Between 2020 and 2022, reported annual revenue declined from $157K to $22K (-86%), with total assets most recently reported at $330K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in GA.

GA

Full geographic grant map with state-by-state breakdown available with membership.

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