John H Breckjr and Barbara N Breck

Private foundation · Grantmaker Po Box Boca Grande, FL EIN: 22-3151304
EducationHealthHuman servicesYouth development

John H Breckjr and Barbara N Breck is a private foundation based in Boca Grande, Florida. Its 2025 filing reports grants to charitable organizations, including educational institutions, youth-serving groups, and organizations providing medical or other assistance.

Key facts about John H Breckjr and Barbara N Breck

In short: John H Breckjr and Barbara N Breck gave $225K across 35 grants in 2025 (avg $6K), mostly in Massachusetts. 12% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
22-3151304
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$225,000
Grants made (2025)
35
Average grant
$6,429
Median grant
$2,500
New grantees (estimate)
12% first-time grantees (4 of 34, 2025)
Total assets
$2,483,490
Primary geography
Massachusetts (75% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.5M

-0.0% YoY

Annual Giving

$225K

+3.4% YoY

Grant Count

35

+2.9% YoY

Avg Grant Size

$6K

+0.5% YoY

Under IRS private-foundation payout rules, John H Breckjr and Barbara N Breck reported a distributable amount of $220K for 2025 — the minimum it must pay out in qualifying distributions.

Is John H Breckjr and Barbara N Breck open to new grantees?

12%

first-time grantees, 2025

In 2025, 4 of 34 grantees (12%) were first-time recipients. First grants averaged $3K; repeat grants $7K. How we count

Medians: $3K first-time, $3K repeat.

  • 88% of 2025 grantees were also funded in 2024. Method
  • Giving grew 516% from 2022 to 2025. Method
  • In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The available information does not state a mission for the foundation. Its 2025 grants show support for education and scholarships, children and youth, medical assistance, and other charitable purposes.

The grantees’ own mission statements illustrate the range of organizations supported. American International College describes its work as providing access to holistic education in an inclusive environment for a diverse community of learners. Springfield Museums says it cares for art, history, and science collections and makes them accessible for educational, recreational, and informational purposes. Springfield Boys & Girls Club describes its work as helping youth, particularly those from disadvantaged circumstances, develop as responsible citizens and leaders. Guadalupe Center says its mission is to break the cycle of poverty through education for Immokalee children.

Grantmaking

In filing year 2025, the foundation reported 35 grants totaling $225,000. Grants ranged from $1,000 to $100,000, with a median of $2,500.

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Geographic Focus

Where this funder awards grants

In 2025, Massachusetts recipients received 75% of grant dollars, followed by New Hampshire (7%), Florida (5%), Montana (3%), and Maryland (2%). The listed grants include organizations in Springfield and Boston, Massachusetts; Plymouth and Manchester, New Hampshire; and Immokalee, Florida.

Grant Distribution by State

13states

Share of 2025 grant dollars across all 35 itemized grants.

Cities

SpringfieldLongmeadowBostonManchesterWhitefishHolyokeWest NyackBalitimoreBoys RanchChicagoDenverEnglewoodGrotonImmokaleeLanderMissoulaNaplesNorthamptonPalos Verdes EstatesStonington

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K11 grants2019 11 grants2020 13 grants2021 13 grants2022 29 grants2023 34 grants2024 35 grants2025

From 2019 to 2025, annual grant giving ranged from $32K (2019) to $225K (2025). In 2025 it made 35 grants totaling $225K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

American International College: $100KAmerican International College$100KSpringfield Museums: $10KSpringfield Museums$10KUniversity Advancement - Plymouth State University: $10KUniversity Advancement -Plymouth State University$10KCatholic Reief Services: $5KCatholic Reief Services$5KDiocese of Springfield Mass: $5KDiocese of Springfield Mass$5KGuadalupe Center: $5KGuadalupe Center$5KInner - City Scholarship Fund: $5KInner - City Scholarship Fund$5KMercy Hospital - Sister Caritas Fund: $5KMercy Hospital - SisterCaritas Fund$5KRonald McDonald House Charities: $5KRonald McDonald HouseCharities$5KSaint Anselm College: $5KSaint Anselm College$5K

The largest 2025 recipient was American International College ($100K). Together the top 10 received $155K.

Grant Size Distribution

124 grants across all recorded years

120<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 120 grants of 124 (97%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
American International College Springfield, MAGeneral Funding$100,000
Springfield Museums Springfield, MAProvide Educational Experience to Children$10,000
University Advancement - Plymouth State University Plymouth, NHGeneral Funding$10,000
Catholic Reief Services Balitimore, MDGeneral Funding$5,000
Diocese of Springfield Mass Springfield, MAGeneral Funding$5,000
Guadalupe Center Immokalee, FLGeneral Funding$5,000
Inner - City Scholarship Fund Boston, MAProvide Scholarship to Needy Children$5,000
Mercy Hospital - Sister Caritas Fund Springfield, MAProvide Medical Assistance for Infants$5,000
Ronald McDonald House Charities Springfield, MAProvide Medical Assistance to Children$5,000
Saint Anselm College Manchester, NHProvide Financial Assistance to Students$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $2,483,490 $248,126 $248,604 $225,000 (35 grants)
2024 $2,483,968 $255,815 $240,795 $217,500 (34 grants)
2023 $2,468,948 $2,032,231 $147,703 $135,000 (29 grants)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,483,490$2,483,968$2,468,948
Revenue$248,126$255,815$2,032,231
Expenses$248,604$240,795$147,703
Qualifying Distributions$231,907$217,500$135,000
Net Investment Income$233,068$235,710$162,283
Distributable Amount$220,006$210,594$118,908

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 16, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS June 29, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists six trustees: John H Breck III, Sandra B Kelley, John M O’Brien III, Anna N Carpenter, William B Carpenter, and John T Kelley.

John H Breckjr and Barbara N Breck's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • John H. Breck III

    Trustee

    On filings since 2019

    No compensation reported

  • John M. O'Brien III

    Trustee

    On filings since 2019

    No compensation reported

  • Sandra B. Kelley

    Trustee

    On filings since 2019

    No compensation reported

  • Anna N. Carpenter

    Trustee

    On filings since 2023

    No compensation reported

  • John T. Kelley

    Trustee

    On filings since 2023

    No compensation reported

  • William B. Carpenter

    Trustee

    On filings since 2023

    No compensation reported

Former officers (2)
  • Former: Susan B. Carpenter (2019–2021) — Trustee
  • Former: Barbara N. Breck (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: Co Sandra B Kelley, PO Box Boca Grande, FL 33921
Phone: (413) 536-8510

Frequently asked questions about John H Breckjr and Barbara N Breck

How much does John H Breckjr and Barbara N Breck give each year?

John H Breckjr and Barbara N Breck gave $225K across 35 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $218K across 34 grants.

What is John H Breckjr and Barbara N Breck's typical grant size?

John H Breckjr and Barbara N Breck's median grant in 2025 was $2,500, and its average grant was $6,429, across 35 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from John H Breckjr and Barbara N Breck that year got $3K on average.

Where does John H Breckjr and Barbara N Breck give grants?

John H Breckjr and Barbara N Breck gives mostly in Massachusetts: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New Hampshire (7%). The most frequent recipient cities were Springfield, MA (11 grants), Longmeadow, MA (2 grants) and Whitefish, MT (2 grants).

Does John H Breckjr and Barbara N Breck give general operating support?

Yes: 51% of John H Breckjr and Barbara N Breck's 2025 grants with a stated purpose (18 of 35) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are John H Breckjr and Barbara N Breck's largest grantees?

John H Breckjr and Barbara N Breck's largest 2025 grantees include American International College ($100,000), Springfield Museums ($10,000) and University Advancement - Plymouth State University ($10,000), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.

How large is John H Breckjr and Barbara N Breck?

John H Breckjr and Barbara N Breck reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $232K in qualifying distributions that year, against a required minimum of $220K (roughly 5% of its investment assets).

What does John H Breckjr and Barbara N Breck fund?

The available information does not state a mission for the foundation. Its 2025 grants show support for education and scholarships, children and youth, medical assistance, and other charitable purposes. See mission & focus areas ↑

How do I apply for a grant from John H Breckjr and Barbara N Breck?

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is John H Breckjr and Barbara N Breck's EIN?

John H Breckjr and Barbara N Breck's EIN (Employer Identification Number) is 22-3151304. IRS Form 990 filing data is available on this page for 2019–2025.

Does John H Breckjr and Barbara N Breck accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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