Private Foundation

JAMES G AND MARCIA H VALEO CHARITABLE FD

JAMES G AND MARCIA H VALEO CHARITABLE FD, of SANTA MONICA, CA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $27K in revenue, $18K in expenses, $91K in total assets. IRS filings disclose 243 grants awarded by this foundation, totaling roughly $158K.

EIN: 954072056 SANTA MONICA, CA Latest filing: 2025

Total Revenue$27K

Total Expenses$18K

Total Assets$91K

Grants Given243

Grant Total$158K

Filing Years2020–2025

Sample Grants Given

YWCA

MISSOULA, MT · 2024

GENERAL SUPPORT

$2,500

BOYS & GIRLS CLUB OF PALM SPRINGS

PALM SPRINGS, CA · 2024

COMMUNITY SERVICE

$2,500

MONTANA YOUTH SYMPHONY

BOZEMAN, MT · 2024

GENERAL SUPPOET

$1,000

DOLCE CANTO

MISSOULA, MT · 2024

COMMUNITY SERVICES

$1,000

FIVE VALLEYS LAND TRUST

MISSOULA, MT · 2024

ENVIRONMENT

$1,000

Showing up to 5 of 243 total records — full history available with membership.

Officers & Directors

PRESIDENT James G Valeo

FINANCIAL OFFICER Michael Valeo

INVESTMENT ADVISOR Thomas Valeo

Officer compensation and complete director data available with membership.

Top Grant Purposes

COMMUNITY SERVICES

$81,445 130 grants

GENERAL SUPPORT

$25,270 33 grants

EDUCATIONAL

$18,710 36 grants

ENVIRONMENT

$14,250 14 grants

RELIGIOUS

$5,315 8 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$27K	$18K	$91K
2024	$37K	$19K	$79K
2023	$6K	$13K	$62K
2021	$24K	$28K	$90K
2020	$13K	$26K	$94K

Between 2020 and 2025, reported annual revenue grew from $13K to $27K (+109%), with total assets most recently reported at $91K.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, MA, MN, MT, NY, and 4 other states.

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

See the full picture for JAMES G AND MARCIA H VALEO CHARITABLE FD

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports