Nonprofit · EIN 22-3151304
JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION
Tax-exempt · PO BOX BOCA GRANDE, FL 33921
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $248,126 | $248,604 | -$478 | $2,483,490 | $0 | $2,483,490 |
| December 31, 2024 | 990-PF | $255,815 | $240,795 | $15,020 | $2,483,968 | $0 | $2,483,968 |
| December 31, 2023 | 990-PF | $2,032,231 | $147,703 | $1,884,528 | $2,468,948 | $0 | $2,468,948 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $138,751
- Interest
- $14
- Net gain from sales of assets
- $109,361
Expenses
- Grants and similar amounts paid
- $225,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $231,907
- Excise tax on investment income
- $3,240
Balance sheet and other
- Total assets, start of year
- $2,483,968
- Total assets, end of year
- $2,483,490
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,483,490
- Fair market value of assets
- $4,804,225
- Qualifying distributions
- $231,907
- Net investment income
- $245,489
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN H BRECK III 7515 PELICAN BAY BLVD15D, NAPLES, FL 34108 | TRUSTEE | 0 | $0 |
| SANDRA B KELLEY 230 WHEELER ROAD, BOCA GRANDE, FL 33921 | TRUSTEE | 0 | $0 |
| JOHN M O'BRIEN III 139 BENNETT ROAD, HAMPDEN, MA 01036 | TRUSTEE | 0 | $0 |
| ANNA N CARPENTER 938 FARNES ROAD, CANTON, NY 13617 | TRUSTEE | 0 | $0 |
| WILLIAM B CARPENTER 87 OCEANVIEW AVE, CHARLESTOWN, RI 02813 | TRUSTEE | 0 | $0 |
| JOHN T KELLEY 22 FALLON TRAIL, WESTERLY, RI 02891 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN H BRECK III 7515 PELICAN BAY BLVD15D, NAPLES, FL 34108 | TRUSTEE | 0 | $0 |
| SANDRA B KELLEY 230 WHEELER ROAD, BOCA GRANDE, FL 33921 | TRUSTEE | 0 | $0 |
| JOHN M O'BRIEN III 139 BENNETT ROAD, HAMPDEN, MA 01036 | TRUSTEE | 0 | $0 |
| ANNA N CARPENTER 938 FARNES ROAD, CANTON, NY 13617 | TRUSTEE | 0 | $0 |
| WILLIAM B CARPENTER 87 OCEANVIEW AVE, CHARLESTOWN, RI 02813 | TRUSTEE | 0 | $0 |
| JOHN T KELLEY 22 FALLON TRAIL, WESTERLY, RI 02891 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN H BRECK III 7515 PELICAN BAY BLVD15D, NAPLES, FL 34108 | TRUSTEE | 0 | $0 |
| SANDRA B KELLEY 230 WHEELER ROAD, BOCA GRANDE, FL 33921 | TRUSTEE | 0 | $0 |
| JOHN M O'BRIEN III 139 BENNETT ROAD, HAMPDEN, MA 01036 | TRUSTEE | 0 | $0 |
| ANNA N CARPENTER 938 FARNES ROAD, CANTON, NY 13617 | TRUSTEE | 0 | $0 |
| WILLIAM B CARPENTER 87 OCEANVIEW AVE, CHARLESTOWN, RI 02813 | TRUSTEE | 0 | $0 |
| JOHN T KELLEY 22 FALLON TRAIL, WESTERLY, RI 02891 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO SANDRA B KELLEY, PO BOX BOCA GRANDE, FL 33921-0000
- In care of
- % JOHN M OBRIEN
- Signed the 990-PF
- SANDRA KELLEY, TRUSTEE
- Phone
- (413) 536-8510
- Return prepared by
- MEYERS BROTHERS KALICKA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-3151304
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,483,490
- Income (IRS master file)
- $481,508
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $248,126 | $248,604 | $2,483,490 | IRS |
| 990-PF | December 2024 | $255,815 | $240,795 | $2,483,968 | IRS |
| 990-PF | December 2023 | $2,032,231 | $147,703 | $2,468,948 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3151304).
Questions about JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION
- What is the EIN of JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION is 22-3151304.
- Is JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does JOHN H AND BARBARA N BRECK CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $248,126, expenses of $248,604 and total assets of $2,483,490 at year end.