The James V and Beverly R Zaleski
The James V and Beverly R Zaleski is a private foundation, based in Wilmington, DE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $100K. Net investment income was $33K.
Key facts about The James V and Beverly R Zaleski
In short: The James V and Beverly R Zaleski gave $100K across 1 grant in 2025 (avg $100K), mostly in California. Source: 2025 IRS Form 990-PF.
- EIN
- 84-6862532
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $100,000
- Grants made (2025)
- 1
- Average grant
- $100,000
- Median grant
- $100,000
- Total assets
- $1,335,718
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
-5.7% YoY
Annual Giving
$100K
Grant Count
1
Avg Grant Size
$100K
Under IRS private-foundation payout rules, The James V and Beverly R Zaleski reported a distributable amount of $79K for 2025 — the minimum it must pay out in qualifying distributions.
How The James V and Beverly R Zaleski gives
- Giving grew 567% from 2022 to 2025. Method
- In 2025 it paid out 145% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $15K (2022) to $100K (2025). In 2025 it made 1 grant totaling $100K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 2 grants of 3 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $100,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,335,718 | $1,417,144 | $1,413,755 |
| Revenue | $52,454 | $37,288 | $7,667 |
| Expenses | $133,880 | $33,899 | $49,932 |
| Qualifying Distributions | $114,059 | $13,729 | $32,309 |
| Net Investment Income | $33,136 | $17,672 | $17,992 |
| Distributable Amount | $78,880 | $75,712 | $67,328 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
Leadership & Key People
Officers and directors from IRS filings
The James V and Beverly R Zaleski's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Beverly R Zaleski
Trustee
On filings since 2020
1 hr/week
No compensation reported
James V Zaleski
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The James V and Beverly R Zaleski
How much does The James V and Beverly R Zaleski give each year?
The James V and Beverly R Zaleski gave $100K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is The James V and Beverly R Zaleski?
The James V and Beverly R Zaleski reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $114K in qualifying distributions that year, against a required minimum of $79K (roughly 5% of its investment assets).
Where does The James V and Beverly R Zaleski operate?
The James V and Beverly R Zaleski has awarded grants in California, Delaware, Wisconsin.
What is The James V and Beverly R Zaleski's EIN?
The James V and Beverly R Zaleski's EIN (Employer Identification Number) is 84-6862532. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The James V and Beverly R Zaleski by hand.
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