Funder DirectoryJAMES G AND MARCIA H VALEO CHARITABLE FD
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Private foundation (trust)EIN 954072056Est. 1987-02

JAMES G AND MARCIA H VALEO CHARITABLE FD

SANTA MONICA, CA 90403

Total Assets

$275K

FY 2024

Annual Giving

$15K

FY 2024

Grants Made

28

FY 2024

Avg Grant

$532

FY 2024

Grant Range

$25–$3K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$27K

Total Expenses

$18K

Qualifying Distributions

$16K

Distributable Amount

$12K

Min. Investment Return

$12K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

28 grants

Grant sizes from minimum $25 through median $250 to maximum $3K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2017 to 2024. Peak $28K in 2017. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

139 grants

MISSOULA PUBLIC LIBRARY FOUNDATION
$10K
1 grant
MISSOULA SYMPHONY ASSOC
$8K
3 grants
YWCA
$7K
3 grants
ROCKY MOUNTAIN BALLET THEATRE
$6K
5 grants
FIVE VALLEYS LAND TRUST
$6K
4 grants
HEALTHY ACRES COMMUNITY FOUNDATION
$6K
2 grants
UNIVERSITY OF MONTANA
$5K
5 grants
BOYS & GIRLS CLUB OF PALM SPRINGS
$5K
3 grants

Grant Size Distribution

139 grants

<$10K
139
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Montana
$83K
88% of total
California
$5K
5% of total
Rhode Island
$2K
2% of total
Washington
$2K
2% of total
Massachusetts
$2K
2% of total
District of Columbia
$400
0% of total
New York
$350
0% of total
Virginia
$200
0% of total

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JAMES G AND MARCIA H VALEO CHARITABLE FD — Grants, Financials & Contact | Grantivo