PETER M & BETTY J BREZOVSKY CHAR TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PETER M & BETTY J BREZOVSKY CHAR TR (EIN 34-7131374)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349102507
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T13:01:46-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347131374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BREZOVSKY PETER & BETTY PFDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREZ | BusinessNameControlTxt |
| Phone | 4407884453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4407884453 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,144,887 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,911 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,658 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $120,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,536 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,683 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,762 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,921 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $342 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,107 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,121 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,874 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,874 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,107 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,995 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,429 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,713 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,022 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $805,083 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $805,127 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,077,865 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $822,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $872,149 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,144,887 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $822,796 | CapitalStockBOYAmt |
| Capital Stock EOY | $872,149 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $822,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $872,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $822,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $872,149 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $822,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8 | OtherIncreasesAmt |
| Subtotal | $872,154 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $872,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 2137.18 BLACKROCK FLOATING RATE INCOME PORTF | 2025-08-01 | $20,538 | $22,183 | -$1,645 | -$1,645 | |
| 711.18 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-02-18 | $7 | $4 | $3 | $3 | 1999-06-09 |
| 711.18 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-02-18 | $5 | $3 | $2 | $2 | 1999-06-09 |
| 698.89 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-03-17 | $7 | $4 | $3 | $3 | 1999-06-09 |
| 698.89 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-03-17 | $5 | $3 | $2 | $2 | 1999-06-09 |
| 686.52 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-04-15 | $7 | $4 | $3 | $3 | 1999-06-09 |
| 686.52 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-04-15 | $5 | $3 | $2 | $2 | 1999-06-09 |
| 674.09 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-05-15 | $7 | $4 | $3 | $3 | 1999-06-09 |
| 674.09 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-05-15 | $5 | $3 | $2 | $2 | 1999-06-09 |
| 661.58 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-06-16 | $7 | $4 | $3 | $3 | 1999-06-09 |
| 661.58 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-06-16 | $5 | $3 | $2 | $2 | 1999-06-09 |
| 648.99 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-07-15 | $7 | $5 | $2 | $2 | 1999-06-09 |
| 648.99 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-07-15 | $5 | $3 | $2 | $2 | 1999-06-09 |
| 636.34 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-08-15 | $7 | $5 | $2 | $2 | 1999-06-09 |
| 636.34 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-08-15 | $6 | $3 | $3 | $3 | 1999-06-09 |
| 623.61 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-09-15 | $7 | $5 | $2 | $2 | 1999-06-09 |
| 623.61 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-09-15 | $6 | $3 | $3 | $3 | 1999-06-09 |
| 610.27 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-10-15 | $6 | $3 | $3 | $3 | 1999-06-09 |
| 610.27 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-10-15 | $8 | $5 | $3 | $3 | 1999-06-09 |
| 597.39 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-11-17 | $6 | $3 | $3 | $3 | 1999-06-09 |
| 597.39 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-11-17 | $7 | $5 | $2 | $2 | 1999-06-09 |
| 584.43 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-12-15 | $6 | $3 | $3 | $3 | 1999-06-09 |
| 584.43 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-12-15 | $7 | $5 | $2 | $2 | 1999-06-09 |
| 571.39 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-12-31 | $6 | $3 | $3 | $3 | 1999-06-09 |
| 571.39 GOVERNMENT NATL MTG ASSNDTD 4/1/1999 6.5 | 2025-12-31 | $7 | $5 | $2 | $2 | 1999-06-09 |
| 96. INVESCO S&P 500 EQUAL WEIGHT $1.61700 | 2025-11-13 | $18,180 | $14,434 | $3,746 | $3,746 | 2023-01-27 |
| 24. ISHARES CORE S&P MID-CAP ETF $2.67500 | 2025-02-26 | $1,501 | $417 | $1,084 | $1,084 | 2011-12-13 |
| 55. JP MORGAN CHASE & CO | 2025-06-23 | $15,192 | $1,420 | $13,772 | $13,772 | 2009-01-14 |
| 80. KENVUE INC | 2025-06-23 | $1,694 | $566 | $1,128 | $1,128 | 2004-10-14 |
| 14. MICROSOFT CORP | 2025-02-26 | $5,587 | $338 | $5,249 | $5,249 | 2005-04-01 |
| 31. MICROSOFT CORP | 2025-06-23 | $15,082 | $746 | $14,336 | $14,336 | |
| 20. MICROSOFT CORP | 2025-11-13 | $10,200 | $452 | $9,748 | $9,748 | 2003-03-12 |
| 32. PEPSICO INC CAP | 2025-02-26 | $4,889 | $2,125 | $2,764 | $2,764 | 2012-03-30 |
| 100. PROCTER & GAMBLE CO COM | 2025-06-23 | $16,006 | $5,590 | $10,416 | $10,416 | 2006-06-22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,658 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,215 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,215 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $924 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $924 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $291 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH 01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $15,683 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,104,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,104,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,104,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,087,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,374 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,374 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,215 | TotalTaxAmt |
| Distributable Before Adj | $53,159 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,159 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,159 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,995 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $57,995 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,506 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,301 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,940 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,587 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,995 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,159 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,836 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,835 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,506 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,329 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $665 | ExcessFromYear4Amt |
| Excess From Year3 | $13,301 | ExcessFromYear3Amt |
| Excess From Year2 | $7,940 | ExcessFromYear2Amt |
| Excess From Year1 | $2,587 | ExcessFromYear1Amt |
| Excess From Current Year | $4,836 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOLY FAMILY CANCER HOME | |||||||
| 6707 STATE RD | PARMA | OH | 441344517 | NONE | PC | GENERAL OPERATING | $23,793 |
| LITTLE SISTERS OF THE POOR | |||||||
| PO BOX 221277 | CLEVELAND | OH | 44122 | NONE | PC | GENERAL OPERATING | $23,793 |
| CATHOLIC CHARITIES CORP | |||||||
| 7911 DETROIT AVE | CLEVELAND | OH | 44102 | NONE | PC | GENERAL OPERATING | $2,644 |
| THE POOR CLARE NUNS | |||||||
| 3501 ROCKY RIVER DR | CLEVELAND | OH | 44111 | NONE | PC | GENERAL OPERATING | $2,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,874 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,906 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,658 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $99,564 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,564 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER M & BETTY J BREZOVSKY ED TA | BusinessNameLine1Txt |
| Business Name Line2 | C/O KEYBANK NA | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH 01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,911 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00206R102 AT&T INC | |||
| 17275R102 CISCO SYS INC | AT COST | $9,726 | $38,515 |
| 254687106 WALT DISNEY CO | |||
| 464287804 ISHARES CORE S&P SMA | AT COST | $17,009 | $36,415 |
| 464288687 ISHARES S&P US PREFE | |||
| 46432F842 ISHARES CORE MSCI EA | AT COST | $66,599 | $110,573 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $31,312 | $47,054 |
| 478160104 JOHNSON & JOHNSON | |||
| 713448108 PEPSICO INC | AT COST | $5,446 | $11,769 |
| 717081103 PFIZER INC | |||
| 742718109 PROCTER & GAMBLE CO | |||
| 92206C870 VANGUARD INTERM-TERM | AT COST | $47,388 | $46,063 |
| 464287507 ISHARES CORE S&P MID | AT COST | $6,660 | $39,336 |
| 258620103 DOUBLELINE TOTAL RET | |||
| 36210DUT6 GOVERNMENT NATL MTG | AT COST | $355 | $596 |
| 72201U638 PIMCO MORTAGE OPP & | AT COST | $136,875 | $124,801 |
| 057071409 BAIRD SHORT TERM BON | AT COST | $40,000 | $40,042 |
| 594918104 MICROSOFT CORP | AT COST | $1,764 | $37,722 |
| 09260B747 BLACKROCK FLOATING R | |||
| 957663503 WESTERN ASSET CORE P | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $44,985 | $73,289 |
| 40168W525 GUGGENHEIM TOTAL RET | AT COST | $138,070 | $127,187 |
| 46625H100 JP MORGAN CHASE & CO | AT COST | $5,192 | $69,600 |
| 00287Y109 ABBVIE INC | |||
| 75513E101 RAYTHEON TECHNOLOGIE | |||
| 92646A658 VICTORY INCORE FUND | |||
| 92206C409 VANGUARD SHORT-TERM | |||
| 957663669 WESTERN ASSET CORE P | |||
| 46137V357 INVESCO S&P 500 EQUA | |||
| 464287226 ISHARES CORE US AGGR | AT COST | $35,099 | $37,255 |
| 46432F339 ISHARES EDGE MSCI US | AT COST | $57,345 | $75,277 |
| 49177J102 KENVUE INC | |||
| 592905509 METROPOLITAN WEST T/ | AT COST | $54,500 | $54,567 |
| 4812C0381 JPMORGAN CORE BOND F | AT COST | $61,394 | $62,496 |
| 922031786 VANGUARD LONG-TERM T | AT COST | $17,500 | $17,010 |
| 808524771 SCHWAB FUNDAMENTAL U | AT COST | $27,908 | $28,298 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY PENDING SALES | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING/TAXES PAID | $200 | $0 | $200 |
| INVESTMENT EXPENSES-DIVIDEND I | $3 | $3 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY PENDING SALES | $5 |
| ROUNDING | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $190 | $190 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $99 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $924 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $152 | $152 | $0 |
Comments