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  4. James G and Marcia H Valeo Charitable Fund
EIN 95-4072056

James G and Marcia H Valeo Charitable Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Santa Monica
State
California
Year formed
1987
Most recent tax filings
2023-08-01
NTEE code, primary
T20: Private Foundations
Description
The James G and Marcia H Valeo Charitable Fund is a private foundation located in Santa Monica, CA that primarily funds community services, general support, educational, religious, environmental, and community service initiatives. Grantees include Ywca and other organizations, and the fund made 21 grants last year.
Total revenues
$5,966
2023
Total expenses
$12,673
2023
Total assets
$62,182
2023
Num. employees
0
2023

Grants made by James G and Marcia H Valeo Charitable Fund

GranteeGrant descriptionAmount
Boys & Girls Club of Palm SpringsCommunity Service$1,000
String Orchestra of the RockiesGeneral Support$1,000
Rocky Mountain Ballet TheatreCommunity Services$1,000
...and 11 more grants made

Personnel at James G and Marcia H Valeo Charitable Fund

NameTitleCompensation
James ValeoPresident$0

Financials for James G and Marcia H Valeo Charitable Fund

RevenuesFYE 08/2023
Total grants, contributions, etc.$0
Investment income and dividends$1,623
Net rental income$0
Net gain from sale of non-inventory assets$4,343
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$5,966

Form 990s for James G and Marcia H Valeo Charitable Fund

Fiscal year endingDate received by IRSFormPDF link
2023-082024-01-16990PFView PDF
2022-082022-11-14990PFView PDF
2021-082021-12-13990PFView PDF
2020-082021-06-15990PFView PDF
2019-082021-06-09990PFView PDF
...and 8 more Form 990s
Data update history
July 28, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 27, 2023
Posted financials
Added Form 990PF for fiscal year 2021
October 22, 2021
Posted financials
Added Form 990PF for fiscal year 2020
October 9, 2021
Posted financials
Added Form 990PF for fiscal year 2019
January 22, 2020
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelCommunity engagement / volunteeringTax deductible donationsNo full-time employees
General information
Address
3029 Wilshire Blvd 200
Santa Monica, CA 90403
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Los Angeles County, CA
Phone
(310) 828-7547
IRS details
EIN
95-4072056
Fiscal year end
August
Taxreturn type
Form 990-PF
Year formed
1987
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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