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JAMES G AND MARCIA H VALEO CHARITABLE FD

SANTA MONICA, CAEIN: 95-4072056

Data sourced from IRS 990-PF public filings

Supports educational institutions, community services, and religious organizations in Santa Monica, with a focus on universities and local community foundations.

Private_foundation Foundation

Total Assets

$90,726

Grants (Last Year)

$14,900

Total Grants on File

120

Recipients Funded

42

Giving History

YearTotal GrantedGrants MadeAvg Grant
2024$14,90028$532
2023$33,95046$738
2022$9,60021$457
2021$28,70025$1,148

Top Grant Recipients

$5,000 (2021)
YWCA MISSOULA

MISSOULA, MT

$2,500 (2024)
$2,500 (2024)
$2,000 (2023)

Showing top 10 of 120 grants on file.

Officers & Trustees

From 2024 IRS 990-PF filing (data available for 12 filing years)

M

MICHAEL VALEO

FINANCIAL OFFICER

T

THOMAS VALEO

INVESTMENT ADVISOR

J

JAMES G VALEO

PRESIDENT

IRS Filing History

JAMES G AND MARCIA H VALEO CHARITABLE FD has IRS 990-PF filings on record for 12 years, spanning 2013 to 2024.

202420232022202120202019201820172016201520142013

Frequently Asked Questions

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