· Private foundation
James G and Marcia H Valeo Charitable Fd
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2025.
Where the money goes
Your grants by size, and where they go.
| Recipient | Amount |
|---|---|
| BOYS & GIRLS CLUB OF PALM SPRINGS | $2,500 |
| YWCA | $2,500 |
| ULTIPLE MYELOMA FOUNDATION | $1,000 |
| MONTANA YOUTH SYMPHONY | $1,000 |
| FIVE VALLEYS LAND TRUST | $1,000 |
| ROCKY MOUNTAIN BALLET THEATRE | $1,000 |
| DOLCE CANTO | $1,000 |
| STRING ORCHESTRA OF THE ROCKIES | $500 |
| MISSOULA FOOD BANK | $500 |
| PARTNERS IN HOME CARE | $500 |
| POVERELLO CENTER | $500 |
| CLARK FORK COALITION | $250 |
| ARTS MISSOULA | $250 |
| MONTANA WORLD AFFAIRS COUNCIL | $250 |
| MONTANA TROUT UNLIMITED | $250 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY17–25) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 12% of your dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
Which US states your grants reach
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
44 repeat relationships — 23 still active in FY2025, 21 since wound down; 4 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 85% of grant dollars renewed an existing relationship; $2k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- MCMISSOULA CIVIC SYMPHONY ASSOCIATION7× · 2017–2023 · $24k · revenue +80%
- FVFIVE VALLEYS LAND TRUST8× · 2017–2025 · $11k · revenue +132%
- RMROCKY MOUNTAIN BALLET THEATRE9× · 2017–2025 · $10k · revenue +35%
Funded once
- MOMUSEUM OF MOUNTAIN FLYINGone grant, 2019 · $2k · revenue -33%
- BSBRENTWOOD SCHOOLone grant, 2022 · $2k · revenue +18%
- ICINTERNATIONAL CHORAL FESTIVAL INCone grant, 2019 · $2k · revenue -21%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
The montana wildlife federation is a statewide conservation organization dedicated to protecting wildlife, wildlife habitat, and public access for outdoor recreation.
Wildlife and natural ecosystems to safeguard biological diversity for current and future generations.
The mission of the montana land reliance (mlr) is to partner with landowners to provide permanent protection for private lands that are significant for agricultural production, fish and wildlife habitat, and open space.
To create and sustain an optimal business climate, business prosperity and a strong montana economy through advocacy, education and collaboration, working to provide an empowered and educated workforce, reduce business growth obstacles,…
The corporation's purposes shall include, but not be limited to conducting or supporting programs to promote and advocate for land and water conservation issues and to educate the public regarding the conservation related issues addressed…
To collectively serve as a catalyst for engagement and bonding of people to our wildlife and public lands in montana through a sense of place, education, access, research and stewardship.
The montana state parks foundation raises private support to enhance the visitors experience and build advocates for montanas state parks and recreation heritage.
To enhance community vitality by inspiring community giving and strengthening nonprofits
Missoula mountain bike coalition's mission is to promote and create mountain biking opportunities in missoula and surrounding areas through trail building, stewardship, advocacy and outreach.
The mission of the montana wilderness school is to provide empowering expeditionary wilderness courses to youth that foster personal growth and cultivate a conservation ethic through connecting with remote landscapes and wild places.
For reference, the grantee most central to the portfolio’s shape is Friends of Montana Pbs Inc and the most unlike its peers is Rocky Mountain Ballet Theatre. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.
Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.
Your grantees are a median of 33 years old; the field is 14. You back the established end — and your money leans older still.
The field is 24% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 14% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
42 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 42 of the 69 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds MISSOULA CIVIC SYMPHONY ASSOCIATION ↗
- Who funds MISSOULA PUBLIC LIBRARY FOUNDATION ↗
- Who funds FIVE VALLEYS LAND TRUST ↗
- Who funds ROCKY MOUNTAIN BALLET THEATRE ↗
- Who funds GARDEN CITY HARVEST INC ↗
- Who funds THE CINNABAR FOUNDATION CO Moulton and Turner ↗
- Who funds Boys & Girls Club of Palm Springs ↗
- Who funds Eastern Washington University Foundation ↗
- Who funds STRING ORCHESTRA OF THE ROCKIES ↗
- Who funds BROWN UNIVERSITY ↗
- Who funds MISSOULA FOOD BANK & COMMUNITY CENTER ↗
- Who funds POVERELLO CENTER INC ↗
- Who funds MUSEUM OF MOUNTAIN FLYING ↗
- Who funds BRENTWOOD SCHOOL ↗
- Who funds INTERNATIONAL CHORAL FESTIVAL INC ↗
- Who funds CLARK FORK COALITION ↗
- Who funds BLACKFOOT CHALLENGE INC ↗
- Who funds PARTNERS IN HOME CARE INC ↗
- Who funds NATIONAL CENTER FOR LGBTQ RIGHTS FKA NATIONAL CENTER FOR LESBIAN RIGHTS ↗
- Who funds MONTANA TROUT UNLIMITED ↗
- Who funds DOLCE CANTO INC ↗
- Who funds HUDSON RIVER MARITIME MUSEUM ↗
- Who funds Thompson River Animal Care Shelter ↗
- Who funds MONTANA YOUTH SYMPHONY ↗
- Who funds ONE OCEAN MEDIA FOUNDATION ↗
- Who funds THE ROXY THEATER ↗
- Who funds PARTNERS HOPE FOUNDATION ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: First Interstate BancSystem Foundation Inc · Dennis & Phyllis Washington Foundation · The Bill & Rosemary Gallagher Foundation · Montana Community Foundation Inc · The William H & Margaret M Wallace Foundation · Max and Betty Swanson Foundation · The Llewellyn Foundation · Treacy Foundation · Voice Foundation · Pleiades Foundation · Merlin Foundation Inc · Cross Charitable Foundation Attn John R Clark
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization James G and Marcia H Valeo Charitable Fd funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.