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California · 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.

$15k
Granted FY2025(still arriving)
28
Grants FY2025
23
Organizations funded FY2024
22%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$250
Largest grant, FY2025
$2,500
Organizations funded a year
21 to 38
FY2018 to FY2024
States reached, FY2025
4
Total assets, FY2025
$91k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 22% of the organizations James G and Marcia H Valeo Charitable Fd funded were first-time grantees, receiving 17% of its grant dollars.

New vs renewed · share of each year

In FY2024, 83% of grant dollars renewed an existing relationship; $3k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
Arts & CultureEducationEnvironmentHealthFood & NutritionRecreation & SportsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving27$15k15%
FY202423$17k22%
FY202321$10k0%
FY202224$28k4%
FY202134$25k6%
FY202033$22k15%
FY201938$25k29%
FY201831$26k32%
99% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$59kEducation$46kEnvironment$20kFood & Nutrition$17kHuman Services$10kReligion$8kYouth Development$5kHealth$4kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

WA
MT
MN
NY
MA
RI
CA
VA
TN
DC

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 43 grantees
All grantees of James G and Marcia H Valeo Charitable Fd by total granted
GranteeTotal grantedYearsShare of their budget
Missoula Civic Symphony Association$23,90071%
Missoula Public Library Foundation$15,00021%
Five Valleys Land Trust$11,25080%
Rocky Mountain Ballet Theatre$9,50090%
Garden City Harvest Inc$5,25050%
THE CINNABAR FOUNDATION CO Moulton and Turner$5,00031%
Boys & Girls Club of Palm Springs$4,75040%
String Orchestra of the Rockies$4,25066%
Eastern Washington University Foundation$4,25050%
Missoula Food Bank & Community Center$3,90090%
Poverello Center Inc$2,75080%
Clark Fork Coalition$2,00050%
Brentwood School$2,00010%
International Choral Festival Inc$2,00012%
Museum of Mountain Flying$2,00010%
Blackfoot Challenge Inc$1,95080%
Holy Spirit Catholic School$1,7007n/a
Partners in Home Care Inc$1,50020%
National Center for Lgbtq Rights Fka National Center for Lesbian Rights$1,50020%
Montana Trout Unlimited$1,50080%
Dolce Canto Inc$1,25022%
Hudson River Maritime Museum$1,25050%
Thompson River Animal Care Shelter$1,15090%
Montana Youth Symphony$1,0001n/a
One Ocean Media Foundation$1,00011%
The Roxy Theater$1,00010%
Partners Hope Foundation$1,00010%
Judicial Watch Inc$70090%
Youth Homes$60020%
Digicom Learning$50010%
DAP Health Inc$50010%
Montana Sheriffs and Peace Officers Asso$42070%
Montana Natural History Center$40040%
Trout Unlimited Inc$40050%
Buffalo Field Campaign Inc$40040%
Friends of Montana Pbs Inc$40010%
Marine Toys for Tots Foundation$30050%
Wikimedia Foundation Inc$20040%
United Way$12510%
Humane Society of Western Montana$10020%
Montana Peregrine Institute Ltd$1002n/a
World Affairs Council of Montana$1001n/a
Powell County Museum and Arts Foundation$5010%

What it could do for these grantees

Plus 25 recipients with no EIN on record ($64k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget James G and Marcia H Valeo Charitable Fd supplied at peak.

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMissoula Civic Symphony Association: $23,900 over 7y, 0.8% of budgetMissoula Public Library Foundation: $15,000 over 2y, 0.8% of budgetFive Valleys Land Trust: $11,250 over 8y, 0.1% of budgetRocky Mountain Ballet Theatre: $9,500 over 9y, 0.4% of budgetGarden City Harvest Inc: $5,250 over 5y, 0.1% of budgetTHE CINNABAR FOUNDATION CO Moulton and Turner: $5,000 over 3y, 0.5% of budgetBoys & Girls Club of Palm Springs: $4,750 over 4y, 0.1% of budgetString Orchestra of the Rockies: $4,250 over 6y, 5.5% of budgetEastern Washington University Foundation: $4,250 over 5y, 0.0% of budgetMissoula Food Bank & Community Center: $3,900 over 9y, 0.0% of budgetPoverello Center Inc: $2,750 over 8y, 0.0% of budgetClark Fork Coalition: $2,000 over 5y, 0.0% of budgetBrentwood School: $2,000 over 1y, 0.0% of budgetInternational Choral Festival Inc: $2,000 over 1y, 1.5% of budgetMuseum of Mountain Flying: $2,000 over 1y, 0.4% of budgetBlackfoot Challenge Inc: $1,950 over 8y, 0.0% of budgetPartners in Home Care Inc: $1,500 over 2y, 0.0% of budgetNational Center for Lgbtq Rights Fka National Center for Lesbian Rights: $1,500 over 2y, 0.0% of budgetMontana Trout Unlimited: $1,500 over 8y, 0.0% of budgetDolce Canto Inc: $1,250 over 2y, 2.4% of budgetHudson River Maritime Museum: $1,250 over 5y, 0.1% of budgetThompson River Animal Care Shelter: $1,150 over 9y, 0.0% of budgetOne Ocean Media Foundation: $1,000 over 1y, 0.7% of budgetThe Roxy Theater: $1,000 over 1y, 0.1% of budgetPartners Hope Foundation: $1,000 over 1y, 0.1% of budgetJudicial Watch Inc: $700 over 9y, 0.0% of budgetYouth Homes: $600 over 2y, 0.0% of budgetDigicom Learning: $500 over 1y, 0.1% of budgetDAP Health Inc: $500 over 1y, 0.0% of budgetMontana Sheriffs and Peace Officers Asso: $420 over 7y, 0.0% of budgetMontana Natural History Center: $400 over 4y, 0.0% of budgetTrout Unlimited Inc: $400 over 5y, 0.0% of budgetBuffalo Field Campaign Inc: $400 over 4y, 0.0% of budgetFriends of Montana Pbs Inc: $400 over 1y, 0.0% of budgetMarine Toys for Tots Foundation: $300 over 5y, 0.0% of budgetWikimedia Foundation Inc: $200 over 4y, 0.0% of budgetUnited Way: $125 over 1y, 0.1% of budgetHumane Society of Western Montana: $100 over 2y, 0.0% of budgetPowell County Museum and Arts Foundation: $50 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 39.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

First Interstate BancSystem Foundation IncMT29.4× affinity14 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare James G and Marcia H Valeo Charitable Fd with peer funders

About James G and Marcia H Valeo Charitable Fd

How much does James G and Marcia H Valeo Charitable Fd give?
James G and Marcia H Valeo Charitable Fd reported 28 grants totaling $14,900 in its FY2025 IRS filing. It funded between 21 and 38 organizations a year over FY2018 to FY2024.
What does James G and Marcia H Valeo Charitable Fd fund?
By grant dollars over FY2017 to FY2025, its largest causes are Arts & Culture (32%), Education (25%), Environment (11%).
Who are James G and Marcia H Valeo Charitable Fd's largest grantees?
By total granted over FY2017 to FY2025: Missoula Civic Symphony Association ($24k), Missoula Public Library Foundation ($15k), Five Valleys Land Trust ($11k).
Does James G and Marcia H Valeo Charitable Fd fund new organizations?
In FY2024, 22% of the organizations it funded were first-time grantees.
Does James G and Marcia H Valeo Charitable Fd accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as James G and Marcia H Valeo Charitable Fd?
Its strongest co-funders, measured against what their size predicts, include First Interstate BancSystem Foundation Inc, Dennis & Phyllis Washington Foundation, The Bill & Rosemary Gallagher Foundation.
Where is James G and Marcia H Valeo Charitable Fd based?
James G and Marcia H Valeo Charitable Fd is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 69 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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