NOVACK FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NOVACK FAMILY FOUNDATION (EIN 04-6896914)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202523159349101432
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-11T10:39:46-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260058143PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAPFINANCIAL PARTNERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14208 SIX FORKS ROADAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276095734ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046896914EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NOVACK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNOVABusinessNameControlTxt
Phone6174882700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CAPTRUST ONE LIBERTY SQ 13FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH NOVACKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6174882700PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW S KULESZKAPreparerPersonNm
PTINP00545548PTIN
Phone6174882700PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$905,105FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$90,068ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$17,524DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,524DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$466,487NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$830,429GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$466,487CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$574,079TotalRevAndExpnssAmt
Total Net Invst Incm$484,011TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$77,376OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$77,376OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$234OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,618TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$77,384TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$473,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$473,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$551,418TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$77,384TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$473,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,661ExcessRevenueOverExpensesAmt
Net Investment Income$406,627NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3CashBOYAmt
Cash EOY$5CashEOYAmt
Cash EOYFMV$5CashEOYFMVAmt
Sav And Temp Cash Invst BOY$28,001SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$201,044SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$201,044SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$688,035OtherInvestmentsBOYAmt
Other Investments EOY$545,739OtherInvestmentsEOYAmt
Other Investments EOYFMV$704,056OtherInvestmentsEOYFMVAmt
Total Assets BOY$716,039TotalAssetsBOYAmt
Total Assets EOY$746,788TotalAssetsEOYAmt
Total Assets EOYFMV$905,105TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$711,221CapitalStockBOYAmt
Capital Stock EOY$733,882CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,818RetainedEarningBOYAmt
Retained Earning EOY$12,906RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$716,039TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$746,788TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$716,039TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$746,788TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$716,039TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,661ExcessRevenueOverExpensesAmt
Other Increases$8,088OtherIncreasesAmt
Subtotal$746,788SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$746,788TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
SCHWAB X1646P$4,929$4,385$544$544
SCHWAB X1646P$783,546$352,474$431,072$431,072
JOHNSON & JOHNSONP$4,806$1,752$3,054$3,0542001-10-302024-01-17
PROCTER & GAMBLE COP$5,971$1,903$4,068$4,0682004-08-132024-08-09
ROPER TECHNOLOGIES INCP$5,260$433$4,827$4,8272009-03-192024-08-09
TJX COS INCP$5,117$599$4,518$4,5182010-03-242024-01-09
TJX COS INCP$20,800$2,396$18,404$18,4042010-03-242024-01-17
FieldValueIRS element (for citing)
Capital Gain Net Income$466,487CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,652InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,652SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,652TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,961EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$11,961TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,309OverpaymentAmt
Applied To ES Tax$6,309AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCAPTRUSTIndividualWithBooksNm
Phone6174882700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE LIBERTY SQ 13FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKENNETH J NOVACKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CAPTRUST ONE LIBERTY SQ 13FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEE - AS NEEDEDTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPTRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE LIBERTY SQ 13FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Service TypeTAX & FINANCIAL ADVISORSServiceTypeTxt
Compensation$73,257CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$779,179AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,916AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$878,095TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$878,095AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,171CashDeemedCharitableAmt
Net Vl Noncharitable Assets$864,924NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,246MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,246MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,652TaxBasedOnInvestmentIncomeAmt
Total Tax$5,652TotalTaxAmt
Distributable Before Adj$37,594DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$37,594DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$37,594DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$473,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$473,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$37,594DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$362,177ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$285,082ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$296,254ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$263,579ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$254,721ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,461,813TotalExcessDistributionCyovAmt
Qualifying Distributions$473,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$37,594AppliedToCurrentYearAmt
Remaining Distri From Corpus$436,206RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,898,019TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$362,177ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,535,842ExcessDistriCyovToNextYrAmt
Excess From Year4$285,082ExcessFromYear4Amt
Excess From Year3$296,254ExcessFromYear3Amt
Excess From Year2$263,579ExcessFromYear2Amt
Excess From Year1$254,721ExcessFromYear1Amt
Excess From Current Year$436,206ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH J NOVACKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACORD FOOD PANTRY
69 WILLOW STSOUTH HAMILTONMA01982NONEPUBLICCONTRIBUTION$250
ADDISON GILBERT SOCIETY
298 WASHINGTON STGLOUCESTERMA01930NONEPUBLICCONTRIBUTION$1,000
AMERICAN JEWISH COMMITTEE
165 EAST 56 STREETNEW YORKNY10022NONEPUBLICCONTRIBUTION$10,000
BACKYARD GROWERS
103R MAPLEWOOD AVEGLOUCESTERMA01930NONEPUBLICCONTRIBUTION$5,000
BOSTON CHILDREN'S CHORUS
33 ARCH STREET 17TH FLOORBOSTONMA02110NONEPUBLICCONTRIBUTION$500
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLAZABROOKLYNNY11238NONEPUBLICCONTRIBUTION$15,000
CAPE ANN ART HAVEN
20 MAPLEWOOD AVE UNIT 3GLOUCESTERMA01930NONEPUBLICCONTRIBUTION$10,000
CITY MEAL ON WHEELS
355 LEXINGTON AVENUENEW YORKNY10017NONEPUBLICCONTRIBUTION$500
COLLEGE CLUB SCHOLARSHIP FUND
44 COMMONWEALTH AVEBOSTONMA02116NONEPUBLICCONTRIBUTION$1,000
DARTMOUTH COLLEGE FUND
6066 DEVELOPMENT OFFICEHANOVERNH03755NONEPUBLICCONTRIBUTION$5,000
DAY BY DAY ADULT CARE
4 BLACKBURN CENTER STE RGLOUCESTERMA01930NONEPUBLICCONTRIBUTION$10,000
EAST BOSTON NEIGHBORHOOD HEALTH CENTER
10 GOVE STREETEAST BOSTONMA02128NONEPUBLICCONTRIBUTION$10,000
EAST BOSTON NEIGHBORHOOD HEALTH CENTER
10 GOVE STREETEAST BOSTONMA02128NONEPUBLICCONTRIBUTION$5,000
FACING HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA02445NONEPUBLICCONTRIBUTION$10,000
FILM SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPUBLICCONTRIBUTION$10,000
FRANCISCAN HOSPITAL FOR CHILDREN
30 WARREN STREETBOSTONMA02135NONEPUBLICCONTRIBUTION$10,000
GLOBAL IMPACT
1199 N FAIRFAX ST STE 300ALEXANDRIAVA22314NONEPUBLICROPES$10,000
GLOBAL IMPACT
1199 N FAIRFAX ST STE 300ALEXANDRIAVA22314NONEPUBLICROPES$10,000
GREATER BOSTON FOOD BANK
PO BOX 96749WASHINGTONDC20090NONEPUBLICCONTRIBUTION$1,000
IMPACTISRAEL
4340 EASTWEST HIGHWAY SUITE 202BETHESDAMD20814NONEPUBLICEMERGENCY CARE CAMPAIGN$25,000
ITREK
1460 BROADWAYNEW YORKNY10036NONEPUBLICCONTRIBUTION$10,000
JINSA
1101 14TH ST NWWASHINGTONDC20005NONEPUBLICCONTRIBUTION$1,000
JEFF'S PLACE
281 PLEASANT STREETFRAMINGHAMMA01701NONEPUBLICCONTRIBUTION$5,000
JESSE COOPER FOUNDATION
19 JONES RIVER DRKINGSTONMA02364NONEPUBLICCONTRIBUTION$5,000
MSPCA
350 S HUNTINGTON AVEBOSTONMA02130NONEPUBLICCONTRIBUTION$500
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STBOSTONMA02114NONEPUBLICDR ALEKS VIDENOVIC$100,000
NEW ENGLAND CENTER FOR HOMELESS VETERENS
17 COURT ST UNIT 2601BOSTONMA02108NONEPUBLICCONTRIBUTION$250
NORTHEAST ARC
SOUTHSIDE ROADDANVERSMA01923NONEPUBLICCONTRIBUTION$2,500
PARKER ELEMENTARY SCHOOL
148 BILLINGS ROADNORTH QUINCYMA02171NONEPUBLICYOUNGMAN TECHNOLOGY CENTER$1,000
PATHWAYS FOR CHILDREN
29 EMERSON AVENUEGLOUCESTERMA01930NONEPUBLICCONTRIBUTION$10,000
PEJEPSCOT HISTORICAL SOCIETY
159 PARK ROWBRUNSWICKME04011NONEPUBLICCONTRIBUTION$1,000
PROJECT BREAD
145 BORDER STREETEAST BOSTONMA02128NONEPUBLICCONTRIBUTION$1,800
REUT USA
21550 OXNARD ST SUITE 1000WOODLAND HILLSCA91367NONEPUBLICCONTRIBUTION$5,000
ROCKPORT EXCHANGE
PO BOX 2294ROCKPORTMA01966NONEPUBLICCONTRIBUTION$500
SANDY BAY YACHT CLUB SAILING PROGRAM
5 T WHARFROCKPORTMA01966NONEPUBLICCONTRIBUTION$50,000
SCHOONER ADVENTURE
23 HARBOR LOOPGLOUCESTERMA01930NONEPUBLICCONTRIBUTION$1,000
SMILE TRAIN
633 THIRD AVENUE 9TH FLOORNEW YORKNY10010NONEPUBLICCONTRIBUTION$5,000
SPRINT FOR SUPER SATURDAYS
1 JFK MEMORIAL DRIVEBRAINTREEMA02184NONEPUBLICCONTRIBUTION$1,500
TEREZIN MUSIC FOUNDATION
PO BOX 230206BOSTONMA02123NONEPUBLICCONTRIBUTION$250
THACHER ISLAND ASSOCIATION
PO BOX 73ROCKPORTMA01966NONEPUBLICCONTRIBUTION$500
THE BERKELEY CARROLL SCHOOL
152 STERLING PLACEBROOKLYNNY11217NONEPUBLICCONTRIBUTION$1,000
THE OPEN DOOR
28 EMERSON AVENUEGLOUCESTERMA01930NONEPUBLICCONTRIBUTION$10,000
TRURO COMMUNITY KITCHEN
27 SHORE RDTRUROMA02666NONEPUBLICCONTRIBUTION$500
TUFTS MEDICAL CENTER
800 WASHINGTON STREET 231BOSTONMA02111NONEPUBLICCONTRIBUTION$100,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024NONEPUBLICCONTRIBUTION$1,000
WESTWOOD COMMUNITY CHEST
PO BOX 250WESTWOODMA02090NONEPUBLICCONTRIBUTION$5,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPUBLICCONTRIBUTION$250
ZUMIX
260 SUMNER STBOSTONMA02128NONEPUBLICTHE MUZE TICKET$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$473,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,524ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$466,487ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$484,011ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$484,011TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
KENNETH J NOVACK
1ONE LIBERTY SQ 13FLBOSTONMA02109$148,365Yes (X)
KENNETH J NOVACK
2ONE LIBERTY SQ 13FLBOSTONMA02109$89,562Yes (X)
KENNETH J NOVACK
3ONE LIBERTY SQ 13FLBOSTONMA02109$84,843Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
13,000 SHS SAMSARA INCCOST $35,370FMV $148,365$148,3652024-10-17
21,960 SHS SAMSARA INCCOST $27,048FMV $89,564$89,5622019-12-13
31,960 SHS SAMSARA INCCOST $27,650FMV $84,843$84,8432024-12-19

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (51 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC GOOGAT COST$1,692$21,901
AMAZON COM INC 5.2% 12/3/2025AT COST$35,413$34,827
AMAZON.COM INCAT COST$2,155$13,163
ANHEUSER BUSH 4.9% 1/23/2031AT COST$20,364$19,976
APPLE INCAT COST$1,518$23,790
ARTHUR J GALLAGHER & COAT COST$4,255$7,096
BANK AMER CORP 5.202% 4/25/2029AT COST$49,657$50,250
BANK AMER CORP COMAT COST$6,623$12,086
BOOKING HOLDINGSAT COST$6,412$9,937
BP CAP MKTS P L C 3.633% 4/6/2030AT COST$35,928$32,954
BROADCOM LTDAT COST$619$8,114
CHIPOTLEAT COST$7,459$12,060
COMCAST CORP 4.15% 10/15/28AT COST$27,118$24,390
CONSTELLATION BRANDS INCAT COST$9,663$9,297
DANAHER CORPAT COST$8,377$9,182
DISNEY WALT CO COM DISNEYAT COST$9,329$7,238
ENERGY SELECT SECTOR SPDR FUNDAT COST$12,391$14,991
EQUINIX INCAT COST$4,669$4,714
EVERCORE INAT COST$4,472$4,158
FIRST TR EXCHANGE TRADED FD II NASDAQAT COST$4,689$8,566
GE VERNOVA INCAT COST$4,649$7,236
GOLDMAN SACHS GROUP 3.5% 11/16/26AT COST$30,563$29,329
HOME DEPOTAT COST$849$5,835
INTERCONTINENTAL EXCH INC. 4.35% 6/15/2029AT COST$34,390$34,261
INTERCONTINENTAL EXCHANGE INCAT COST$2,502$8,196
INTUIT COMAT COST$1,305$6,914
ISHARES TR NASDAQ BIOTECHAT COST$5,101$11,238
JP MORGAN CHASE & CO 3.2% 6/15/2026AT COST$25,635$24,526
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INCAT COST$25,253$25,185
JPMORGAN CHASE & CO COMAT COST$4,961$10,787
MARVELL TECHNOLOGY INCAT COST$5,557$6,627
MERCK & CO INCAT COST$5,995$5,471
META PLATFORMS INCAT COST$8,987$9,954
MICRON TECHNOLOGY INCAT COST$7,552$7,154
MICROSOFT CORPAT COST$1,892$16,860
MORGAN STANLEYAT COST$4,934$5,029
NORTHROP GRUMMANAT COST$6,577$7,039
NVIDIA CORPAT COST$3,575$4,029
PEPSICOAT COST$2,261$6,843
PROCTOR & GAMBLEAT COST$2,510$4,191
REPUBLIC SERVICESAT COST$5,925$10,059
ROPER TECHNOLOGIES INCAT COST$433$5,199
SHERWIN WILLIAMS CO COMAT COST$1,853$6,799
STRYKER CORPAT COST$5,102$7,201
THERMO FISHER SCIENTIFIC INCAT COST$5,639$5,202
U S TREASURY 4% 7/31/30AT COST$34,420$34,275
UNITEDHEALTH GROUP INCAT COST$3,892$7,588
VERISK ANALYTICSAT COST$7,844$9,640
VERIZON COMMUNICATIONS INC 4.329% 9/21/2028AT COST$38,490$34,354
VISA INCAT COST$858$12,642
ZOETIS INCAT COST$3,432$5,703

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA FILING FEE$70$0$0
OTHER EXPENSES$164$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER ADJUSTMENTDesc
Amt$8,088Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES-APPLETON PARTNERS INC.$4,119$4,119$0
FINANCIAL/TAX FEES-CAPTRUST$73,257$73,257$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$8Amt
Net Investment Income$8NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.