The James V and Beverly R Zaleski

Private foundation · Grantmaker Wilmington, DE EIN: 84-6862532

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

3states

Share of the 2025 grant dollars on its one itemized grant.

Cities

Santa BarbaraSpring GreenWilmington

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K2 grants2020 1 grant2021 1 grant2022 0 grants2023 0 grants2024 1 grant2025

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

2<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 2 grants of 3 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 grant to individuals Recipients not named —$100,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 20, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
  6. 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.

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The James V and Beverly R Zaleski's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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