Nonprofits›Valeo Foundation Inc
Private Independent Foundations
Valeo Foundation Inc
CARMEL, IN
Total revenue
$22K
Total expenses
$8
Net assets
$330K
Grants received
$21K
2 grants
EIN
205077399
Tax year
2021
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.
Financials
FY 2021
Revenue
Contributions & grants$9K
Program service revenue—
Investment income$8K
Other revenue—
Total revenue$22K
Expenses
Grants paid—
Salaries & benefits—
Fundraising—
Other expenses—
Total expenses$8
Total assets$330K
Net assets$330K
People
3 listed
NameRoleCompensation
JOHN C TROTT
DIRECTOR
Board
—
1 hrs/wk
JOHN T WORTMAN
DIRECTOR
Board
—
1 hrs/wk
P RICHARD EVANS
DIRECTOR
Board
—
1 hrs/wk
Grants received
Showing 2 of 2
FromAmountPurposeYear
Funded by
$21K from 1 funder · 2 grants · 2019–2022
Fidelity Investments Charitable Gift Fund
$21K · 2 grants · 2019–2022
Details
EIN205077399
NTEE codeT22
Subsection03
Ruling date2008-11