Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
JOHN H BRECKJR AND BARBARA N BRECK
CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) CO SANDRA B KELLEY
  Room/suite
City or town
PO BOX BOCA GRANDE
State or province
FL
Country  
ZIP or foreign postal code
33921
A Employer identification number

22-3151304
B Telephone number (see instructions)

4135368510
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$4,804,225J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments 14 14  
4 Dividends and interest from securities... 138,751 136,114  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 109,361
b Gross sales price for all assets on line 6a 342,743
7 Capital gain net income (from Part IV, line 2)... 109,361
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 248,126 245,489  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,675 6,838   6,837
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,559 5,559   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,276 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
94 24   70
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,604 12,421   6,907
25 Contributions, gifts, grants paid....... 225,000 225,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 248,604 12,421   231,907
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -478
b Net investment income (if negative, enter -0-) 233,068
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 258,220 342,656 342,656
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,437,151 Click to see attachment
List of Attached Documents:
// Content
1,256,030 		3,550,040
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 788,597 Click to see attachment
List of Attached Documents:
// Content
884,804 		911,529
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,483,968 2,483,490 4,804,225
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,483,968 2,483,490
29 Total net assets or fund balances (see instructions)..... 2,483,968 2,483,490
30 Total liabilities and net assets/fund balances (see instructions). 2,483,968 2,483,490
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,483,968
2
Enter amount from Part I, line 27a .....................
2
-478
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,483,490
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,483,490
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
c PUBLICLY TRADED SECURITIES P    
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15   15 0
b 49,208   40,271 8,937
c 293,519   193,096 100,423
d 1     1
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       8,937
c       100,423
d       1
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 109,361
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,240
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,240
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,240
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 3,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 60
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax60 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofTHE FOUNDATION Telephone no. (413) 536-8510

Located atC/O SANDRA B KELLEYPO BOX BOCA GRANDEFL ZIP+433921
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN H BRECK III TRUSTEE
0.00 		0 0 0
7515 PELICAN BAY BLVD15D
NAPLES,FL34108
SANDRA B KELLEY TRUSTEE
0.00 		0 0 0
230 WHEELER ROAD
BOCA GRANDE,FL33921
JOHN M O'BRIEN III TRUSTEE
0.00 		0 0 0
139 BENNETT ROAD
HAMPDEN,MA01036
ANNA N CARPENTER TRUSTEE
0.00 		0 0 0
938 FARNES ROAD
CANTON,NY13617
WILLIAM B CARPENTER TRUSTEE
0.00 		0 0 0
87 OCEANVIEW AVE
CHARLESTOWN,RI02813
JOHN T KELLEY TRUSTEE
0.00 		0 0 0
22 FALLON TRAIL
WESTERLY,RI02891
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
4,217,614
b
Average of monthly cash balances.......................
1b
315,303
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
4,532,917
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
4,532,917
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
67,994
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,464,923
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
223,246
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
223,246
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,240
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,240
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
220,006
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
220,006
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
220,006
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
231,907
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
231,907
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 220,006
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 4,961
b From 2021...... 9,928
c From 2022...... 3,946
d From 2023...... 16,092
e From 2024...... 6,906
f Total of lines 3a through e ........ 41,833
4Qualifying distributions for 2025 from Part
XI, line 4: $ 231,907
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 220,006
e Remaining amount distributed out of corpus 11,901
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 53,734
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		4,961
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		48,773
10 Analysis of line 9:
a Excess from 2021 .... 9,928
b Excess from 2022 .... 3,946
c Excess from 2023 .... 16,092
d Excess from 2024 .... 6,906
e Excess from 2025 .... 11,901
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A BETTER SHOT FOUNDATION INC

9600 EAGLE PRESERVE DRIVE
ENGLEWOOD,FL34224 		NONE   GENERAL FUNDING 1,000

AMERICAN INTERNATIONAL COLLEGE

1000 STATE STREET
SPRINGFIELD,MA01109 		NONE   GENERAL FUNDING 100,000

BACKPACK ASSISTANCE PROGRAM

PO BOX 981
WHITEFISH,MT59937 		NONE   GENERAL FUNDING 2,500

BALLET RI

825 HOPE STREET
PROVIDENCE,RI02906 		NONE   PROVIDE ASSISSANCE TO AN THOSE IN BALLET 2,500

BAY PATH COLLEGE

588 LONGMEADOW STREET
LONGMEADOW,MA01106 		NONE   M. CONSTANCE BRECK MEMORIAL ENDOWED SCHOLARSHIP 2,500

BAYSTATE MEDICAL CENTER (CHILDRENS MIRACLE NETWORK)

280 CHESTNUT STREET
SPRINGFIELD,MA01104 		NONE   PROVIDE MEDICAL ASSISTANCE TO CHILDREN 3,500

CAMP MAK-A-DREAM

PO BOX 1450
MISSOULA,MT59806 		NONE   GENERAL FUNDING 2,500

CATHOLIC REIEF SERVICES

228 LEXINGTON STREET
BALITIMORE,MD21201 		NONE   GENERAL FUNDING 5,000

DIOCESE OF SPRINGFIELD MASS

63 ELLIOT STREET
SPRINGFIELD,MA01105 		NONE   GENERAL FUNDING 5,000

DREAM ADAPTIVE RECREATION

PO BOX 4084
WHITEFISH,MT59937 		NONE   GENERAL FUNDING 2,500

FIRST DESCENTS ORG

621 KALAMATH STREETSUITE 175
DENVER,CO80204 		NONE   GENERAL FUNDING 2,500

FLORDIA SHERIFFS YOUTH RANCH

PO BOX 2000
BOYS RANCH,FL32064 		NONE   GENERAL FUNDING 2,500

GIRLSINCOF THE VALLEY

PO BOX 6812
HOLYOKE,MA01041 		NONE   PROVIDE EDUCATIONAL ASSISTANCE 2,500

GUADALUPE CENTER

509 HOPE CIRCLE
IMMOKALEE,FL34142 		NONE   GENERAL FUNDING 5,000

IES ABROAD

33 W MONROE ST SUITE 2300
CHICAGO,IL60603 		NONE   GENERAL FUNDING 2,500

INNER - CITY SCHOLARSHIP FUND

67 BATTERYMARCH STREET 6TH FLOOR
BOSTON,MA02110 		NONE   PROVIDE SCHOLARSHIP TO NEEDY CHILDREN 5,000

KAT 6A FOUNDATION

3 LOUISE DRIVE
WEST NYACK,NY10994 		NONE   EDUCATIONAL ASSISTANCE 1,000

LAWRENCE ACADEMY

PO BOX 992
GROTON,MA01450 		NONE   GENERAL FUNDING 2,500

MERCY HOSPITAL - SISTER CARITAS FUND

271 CAREW STREET
SPRINGFIELD,MA01104 		NONE   PROVIDE MEDICAL ASSISTANCE FOR INFANTS 5,000

NEW ENGLAND SCIENCE & SAILING FOUNDATION

PO BOX 733
STONINGTON,CT06378 		NONE   GENERAL FUNDING 2,500

NOLS

284 LINCOLN STREET
LANDER,WY82520 		NONE   GENERAL FUNDING 2,500

RONALD MCDONALD HOUSE CHARITIES

34 CHAPIN TERRACE
SPRINGFIELD,MA01107 		NONE   PROVIDE MEDICAL ASSISTANCE TO CHILDREN 5,000

SAINT ANSELM COLLEGE

100 SAINT ANSELM DRIVE
MANCHESTER,NH03102 		NONE   PROVIDE FINANCIAL ASSISTANCE TO STUDENTS 5,000

SHRINERS HOSPITAL

516 CAREW STREET
SPRINGFIELD,MA01104 		NONE   PROVIDE ASSISTANCE TO FAMILIES & CHILDREN 5,000

SPRINGFIELD BOYS & GIRLS CLUB

481 CAREW STREET
SPRINGFIELD,MA01104 		NONE   FOR THE BENEFIT OF LOCAL YOUTH 5,000

SPRINGFIELD MUSEUMS

21 EDWARDS STREET
SPRINGFIELD,MA01103 		NONE   PROVIDE EDUCATIONAL EXPERIENCE TO CHILDREN 10,000

SPRINGFIELD RESCUE MISSION

10 MILL STREET
SPRINGFIELD,MA01108 		NONE   PROVIDE ASSISTANCE TO THE NEEDY AND HUNGRY & SHELER 2,500

SUMMER SEARCH

PO BOX 7731
SAN FRANCISCO,CA94120 		NONE   GENERAL FUNDING 2,500

TRINITY METHODIST CHURCH

361 SUMNER AVENUE
SPRINGFIELD,MA01103 		NONE   PROVIDE EDUCATIONAL ASSISTANCE 2,500

UNIVERSITY ADVANCEMENT - PLYMOUTH STATE UNIVERSITY

17 HIGH STREET MSC 50
PLYMOUTH,NH03264 		NONE   GENERAL FUNDING 10,000

VALERIE'S HOUSE

PO BOX 1955
NAPLES,FL34103 		NONE   GENERAL FUNDING 2,000

VENTURE OUT PROJECT

221 PINE ST
NORTHAMPTON,MA01062 		NONE   GENERAL FUNDING 2,500

WESTERN NEW ENGLAND UNIVERSITY

1215 WILBRAHAM ROAD
SPRINGFIELD,MA01119 		NONE   PROVIDE FINANCIAL ASSISTANCE TO STUDENTS 5,000

WHITNEY YOUNG CHILDRENS FOUNDATION

2741 VIA LA SELVA
PALOS VERDES ESTATES,CA90274 		NONE   PROVIDE FINANCIAL ASSISTANCE 2,500

WILLIE ROSS SCHOOL FOR THE DEAF

32 NORWAY STREET
LONGMEADOW,MA01106 		NONE   PROVIDE ASSISTANCE TO HEARING IMPAIRED INFANTS & TODDLERS 5,000
Total ................................. 3a 225,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 14  
4 Dividends and interest from securities ....     14 138,751  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 109,361  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 248,126 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
248,126
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
JOHN H BRECKJR AND BARBARA N BRECK
 
CHARITABLE FOUNDATION
EIN:
22-3151304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 13,675 6,838   6,837

TY 2025 AllOthProgRltdInvestmentsSch
Name:
JOHN H BRECKJR AND BARBARA N BRECK
 
CHARITABLE FOUNDATION
EIN:
22-3151304
Category Amount
NONE 0

TY 2025 InvestmentsCorpStockSchedule
Name:
JOHN H BRECKJR AND BARBARA N BRECK
 
CHARITABLE FOUNDATION
EIN:
22-3151304
Name of Stock End of Year Book Value End of Year Fair Market Value
10000 SHS NEXTERA ENERGY 137,673 802,800
4174 SHS EXXON MOBIL CORP 57,923 502,299
1315 SHS APPLE INC 22,262 357,496
650 SHS IBM 96,891 192,537
1800 SHS KIMBERLY CLARK 112,716 181,602
500 SHS MCDONALDS 48,722 152,815
437 SHS GE AEROSPACE 46,911 134,609
1500 SHS CISCO SYS 33,227 115,545
3000 SHS INTEL CORP 61,381 110,700
950 SHS MERCK & CO 38,159 99,997
200 SHS DEERE & CO 76,267 93,114
109 SHS GE VERNOVA INC 11,894 71,239
675 SHS WELLS FARGO & CO 27,798 62,910
2000 SHS WASH TRUST BANCORP INC 33,495 59,100
125 SHS AMGEN 20,602 40,914
700 SHS REALTY INCOME CORP 21,082 39,459
500 SHS SHELL PLC 26,972 36,740
1400 SHS PFIZER INC 41,856 34,860
1300 SHS AT&T 28,911 32,292
250 SHS CLOROX CO 42,515 25,208
155 SHS PROCTER & GAMBLE 24,674 22,213
100 SHS BOEING CO 18,335 21,712
475 SHS VERIZON COMMUNICATIONS INC 19,424 19,347
125 SHS CHEVERON CORP 18,456 19,051
100 SHS NVIDIA CORP 3,164 18,650
100 SHS RTX CORP 7,207 18,340
75 SHS AMAZON 10,264 17,312
Q40 SHS UANTA SERVICES COM 9,537 16,882
15 SHS ELI LILLY & CO 3,683 16,120
50 SHS JP MORGAN CHASE & CO 6,877 16,111
100 SHS 3M CO 9,928 16,010
70 SHS ABBVIE 13,644 15,994
160 SHS SCHWAB CHARLES CORP 11,144 15,986
491 SHS F&G ANNUNITIES & LIFE INC 8,651 15,147
275 SHS BANK OF AMERICA CORP 3,517 15,125
FIDELITY NATIONAL FINANCIAL 2,254 15,012
30 SHS MICROSOFT CORP 5,123 14,509
675 SHS WASTE MANAGEMENT INC 7,303 14,281
30 SHS CROWDSTRIKE HOLDINGS 7,457 14,063
20 SHS META PLATFORMS INC 4,026 13,202
40 SHS EATON CORPORATION PLC 11,669 12,740
145 SHS GE HEALTHCARE TECHNOLOGIES INC 15,446 11,892
45 SHS SNOWFLAKE INC 9,264 9,871
314 SHS WARNER BROS DISCOVERY INC 8,858 9,049
400 SHS QXO INC 8,350 7,716
18 SHS WABTEC CORP 1,405 3,842
130 SHS KYNDRYL HOLDINGS 4,248 3,453
37 SHS QNITY ELECTRONICS 3,447 3,021
75 SHS DUPONT DE NEMOURS INS 2,498 3,015
225 SHS AVANOS MEDICAL INC 4,883 2,527
62 SHS VIATRIS 760 772
95 SHS ORGANON & CO 1,910 681
70 SHS ORION OFFICE REIT 1,367 158

TY 2025 InvestmentsOtherSchedule2
Name:
JOHN H BRECKJR AND BARBARA N BRECK
 
CHARITABLE FOUNDATION
EIN:
22-3151304
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MSILF TREASURY SECURITIES AT COST 591,454 591,454
BARINGS PARTN INS AT COST 59,663 87,395
ISHARES FLEXIBLE INCOME ACTI AT COST 39,263 39,578
275 SHS FIDELITY INTERMEDIATE MUNI INCOME AT COST 37,798 37,465
FIDELITY TOTAL BOND ETF AT COST 36,111 35,681
FIDELITY FLOATING RATE HIGH INCOME AT COST 37,731 35,544
JANUS HENDERSON AAA CLO ETF AT COST 35,658 35,406
JPMORGAN EQUITY PREMIUM INCO AT COST 23,053 22,896
THE BLACKROCK IN QU MUNI TR FD AT COST 12,953 14,000
PIMCO DYNAMIC INCOME AT COST 11,120 12,110

TY 2025 OtherExpensesSchedule
Name:
JOHN H BRECKJR AND BARBARA N BRECK
 
CHARITABLE FOUNDATION
EIN:
22-3151304
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 24 24   0
MASSACHUSETTS ANNUAL FEE 70 0   70


TY 2025 OtherProfessionalFeesSchedule
Name:
JOHN H BRECKJR AND BARBARA N BRECK
 
CHARITABLE FOUNDATION
EIN:
22-3151304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 5,559 5,559   0


TY 2025 TaxesSchedule
Name:
JOHN H BRECKJR AND BARBARA N BRECK
 
CHARITABLE FOUNDATION
EIN:
22-3151304
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME 4,276 0   0