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.

Where is James G and Marcia H Valeo Charitable Fd based?

James G and Marcia H Valeo Charitable Fd is based in CA.

James G and Marcia H Valeo Charitable Fd

James G and Marcia H Valeo Charitable Fd at a glance

· 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 FY2025still arriving

Grants FY2025still arriving

States reached

$3k

Largest

01What it funds

0199% 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

02FY2025 · 28 grants

Where the money goes

Grants by size, and the largest recipients.

$250

Median grant

States reached

$91k

Total assets

Largest grants
Recipient	Amount
BOYS & GIRLS CLUB OF PALM SPRINGS	$2,500
YWCA	$2,500
ROCKY MOUNTAIN BALLET THEATRE	$1,000
MONTANA YOUTH SYMPHONY	$1,000
ULTIPLE MYELOMA FOUNDATION	$1,000
FIVE VALLEYS LAND TRUST	$1,000
DOLCE CANTO	$1,000
MISSOULA FOOD BANK	$500
POVERELLO CENTER	$500
STRING ORCHESTRA OF THE ROCKIES	$500
PARTNERS IN HOME CARE	$500
CHRIST THE KING CHURCH	$250
ARTS MISSOULA	$250
CLARK FORK COALITION	$250
BLACKFOOT CHALLENGE	$250

02The need

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–25) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 12% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

How this is measured

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

How this is measured

US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.

03Its grantees

repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

91%of every dollar goes to organizations it has funded before.

$166k · 44 repeat orgs$17k to everyone else

Grantees it renews have grown median revenue +59% since the first grant, against +53% for those funded once.

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

Re-uppedFunded once

Organizations

Total granted

$166k

$15k

Median revenue growth · since first grant

+59%

+53%

Still filing today

64%

60%

New vs renewed · share of each year

In FY2025, 85% of grant dollars renewed an existing relationship; $2k went to new ones.

RenewedFirst-time

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

Arts & CultureEnvironmentEducationAnimalsHealthFood & NutritionOther

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.

Backed again, and grew

MC
MISSOULA CIVIC SYMPHONY ASSOCIATION
7× · 2017–2023 · $24k · revenue +80%
FV
FIVE VALLEYS LAND TRUST
8× · 2017–2025 · $11k · revenue +132%
RM
ROCKY MOUNTAIN BALLET THEATRE
9× · 2017–2025 · $10k · revenue +35%

Funded once

BS
BRENTWOOD SCHOOL
one grant, 2022 · $2k · revenue +18%
IC
INTERNATIONAL CHORAL FESTIVAL INC
one grant, 2019 · $2k · revenue -21%
MO
MUSEUM OF MOUNTAIN FLYING
one grant, 2019 · $2k · revenue -33%

How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

Scenic Montana Trails

—

Montana Wildlife Federation

The montana wildlife federation is a statewide conservation organization dedicated to protecting wildlife, wildlife habitat, and public access for outdoor recreation.

Animals

Montana Audubon

Wildlife and natural ecosystems to safeguard biological diversity for current and future generations.

Environment

The Montana Land Reliance

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.

Environment

Montana Chamber of Commerce

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,…

—

Montana Conservation Elders

Environment

Montana Conservation Society

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…

Environment

Montanas Outdoor Legacy Foundation

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.

Environment

Montana State Parks Foundation

The montana state parks foundation raises private support to enhance the visitors experience and build advocates for montanas state parks and recreation heritage.

Recreation & Sports

Missoula Community Foundation

To enhance community vitality by inspiring community giving and strengthening nonprofits

Community Improvement

Missoula Mountain Bike Coalition

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.

Recreation & Sports

Montana Wilderness School

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.

Environment

How this is measured

The grantee most central to the portfolio’s shape is Friends of Montana Pbs Inc; 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.

04the grantee network

42 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

42/42

Grantees still filing

33/42

Grew since first funded

Where the money sits, by cause and then by grantee

Other$90,315Arts & Culture$41,975Education$21,450Environment$17,000Food & Nutrition$9,150Community Improvement$4,200Health$3,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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.

How much its grantees rely on government

Each dot is one organization James G and Marcia H Valeo Charitable Fd funds: left to right is the share of its income from government, bottom to top the share from James G and Marcia H Valeo Charitable Fd. Bigger dots raise more.

2024

’20’21’22’23’24’25

no gov moneyreceives it· size = income

0get no government money at all

6report government grants on their 990 we could not trace to a source (not plotted)

0rely on government for over half their income

typical government reliance, FY20–25

How this is measured

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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

Play a game based on James G and Marcia H Valeo Charitable Fd’s filings →

More from the funding graph

The unnamed billions

grants reported with no recipient in the public record

The regranting layer

51% of grant dollars land in the regranting layer

The DAF merry-go-round

$9.7B circulates between donor-advised funds

The endowment market

who holds foundation money, and what just moved

The camps

funders cluster by geography, not ideology

By state

where grant money is based, and what stays home