NOVACK FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
NOVACK FAMILY FOUNDATION (EIN 04-6896914)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-11
IRS object ID
202632239349100203
Schema version
2025v4.2
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)
Return2026-08-11T07:16:23-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW S KULESZKAPreparerPersonNm
PTINP00545548PTIN
Phone6174882700PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,300,996FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$22,856ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$13,256DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,256DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$811,566NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$990,379GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$811,566CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$847,678TotalRevAndExpnssAmt
Total Net Invst Incm$824,822TotalNetInvstIncmAmt
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$64,228OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$64,228OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,049OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$71,279TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$64,230TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$371,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$371,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$442,579TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$64,230TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$371,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$405,099ExcessRevenueOverExpensesAmt
Net Investment Income$760,592NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5CashBOYAmt
Sav And Temp Cash Invst BOY$201,044SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$193,687SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$193,687SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$545,739OtherInvestmentsBOYAmt
Other Investments EOY$958,200OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,107,309OtherInvestmentsEOYFMVAmt
Total Assets BOY$746,788TotalAssetsBOYAmt
Total Assets EOY$1,151,887TotalAssetsEOYAmt
Total Assets EOYFMV$1,300,996TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$733,882CapitalStockBOYAmt
Capital Stock EOY$1,138,981CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,906RetainedEarningBOYAmt
Retained Earning EOY$12,906RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$746,788TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,151,887TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$746,788TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,151,887TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$746,788TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$405,099ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,151,887SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,151,887TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
SCHWAB X1646P$46,868$46,429$439$439
SAMSARA INCP$40,095$2,071$38,024$38,0242025-11-072025-11-11
SCHWAB X1646P$233,013$116,334$116,679$116,679
CIRCLE INTERNET GROUP INCP$605,496$10,594$594,902$594,9022018-04-172025-12-02
SAMSARA INCP$64,860$3,385$61,475$61,4752025-11-072025-11-12
CAPITAL GAINS DIVIDENDSP$47$47$47
FieldValueIRS element (for citing)
Capital Gain Net Income$811,566CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,572InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,572SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,572TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,309EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$16,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,309TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$11,737OverpaymentAmt
Applied To ES Tax$11,737AppliedToESTaxAmt
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$60,588CompensationAmt
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$668,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,652AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$746,147TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$746,147AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,192CashDeemedCharitableAmt
Net Vl Noncharitable Assets$734,955NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,748MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,748MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,572TaxBasedOnInvestmentIncomeAmt
Total Tax$10,572TotalTaxAmt
Distributable Before Adj$26,176DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,176DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,176DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$371,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$371,300QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,176DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$285,082ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$296,254ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$263,579ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$254,721ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$436,206ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,535,842TotalExcessDistributionCyovAmt
Qualifying Distributions$371,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,176AppliedToCurrentYearAmt
Remaining Distri From Corpus$345,124RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,880,966TotalCorpusAmt
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$285,082ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,595,884ExcessDistriCyovToNextYrAmt
Excess From Year4$296,254ExcessFromYear4Amt
Excess From Year3$263,579ExcessFromYear3Amt
Excess From Year2$254,721ExcessFromYear2Amt
Excess From Year1$436,206ExcessFromYear1Amt
Excess From Current Year$345,124ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NEW ENGLAND CENTER FOR HOMELESS VETERENS
17 COURT ST UNIT 2601BOSTONMA02108NONEPCCONTRIBUTION$500
PATHWAYS FOR CHILDREN
29 EMERSON AVENUEGLOUCESTERMA01930NONEPCCONTRIBUTION$10,000
PEJEPSCOT HISTORICAL SOCIETY
159 PARK ROWBRUNSWICKME04011NONEPCCONTRIBUTION$1,000
PROJECT BREAD
145 BORDER STREETEAST BOSTONMA02128NONEPCCONTRIBUTION$1,800
REUT USA
21550 OXNARD ST SUITE 1000WOODLAND HILLSCA91367NONEPCCONTRIBUTION$5,000
ROCKPORT EXCHANGE
PO BOX 2294ROCKPORTMA01966NONEPCCONTRIBUTION$1,000
SCHOONER ADVENTURE
23 HARBOR LOOPGLOUCESTERMA01930NONEPCCONTRIBUTION$1,000
SMILE TRAIN
633 THIRD AVENUE 9TH FLOORNEW YORKNY10010NONEPCCONTRIBUTION$1,000
TEREZIN MUSIC FOUNDATION
PO BOX 230206BOSTONMA02123NONEPCCONTRIBUTION$250
THACHER ISLAND ASSOCIATION
PO BOX 73ROCKPORTMA01966NONEPCCONTRIBUTION$500
THE BERKELEY CARROLL SCHOOL
152 STERLING PLACEBROOKLYNNY11217NONEPCCONTRIBUTION$1,000
TUFTS MEDICAL CENTER
800 WASHINGTON STREET 231BOSTONMA02111NONEPCCONTRIBUTION$10,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024NONEPCCONTRIBUTION$2,500
ACTION INC
180 MAIN STREETGLOUCESTERMA01930NONEPCCONTRIBUTION$5,000
APOLLO THEATRE FOUNDATION INC
253 WEST 125TH STREETNEW YORKNY10027NONEPCCONTRIBUTION$25,000
MSPCA
350 S HUNTINGTON AVEBOSTONMA02130NONEPCCONTRIBUTION$500
ADDISON GILBERT SOCIETY
298 WASHINGTON STGLOUCESTERMA01930NONEPCCONTRIBUTION$1,000
BACKYARD GROWERS
103R MAPLEWOOD AVEGLOUCESTERMA01930NONEPCCONTRIBUTION$10,000
BROOKLYN PUBLIC LIBRARY
10 GRAND ARMY PLAZABROOKLYNNY11238NONEPCCONTRIBUTION$15,000
CAPE ANN ART HAVEN
20 MAPLEWOOD AVE UNIT 3GLOUCESTERMA01930NONEPCCONTRIBUTION$10,000
DARTMOUTH COLLEGE FUND
6066 DEVELOPMENT OFFICEHANOVERNH03755NONEPCCONTRIBUTION$10,000
DAY BY DAY ADULT CARE
4 BLACKBURN CENTER STE RGLOUCESTERMA01930NONEPCCONTRIBUTION$10,000
FACING HISTORY AND OURSELVES
16 HURD ROADBROOKLINEMA02445NONEPCCONTRIBUTION$10,000
ITREK
1460 BROADWAYNEW YORKNY10036NONEPCCONTRIBUTION$10,000
IMPACTISRAEL
4340 EASTWEST HIGHWAY SUITE 202BETHESDAMD20814NONEPCEMERGENCY CARE CAMPAIGN$10,000
GREATER BOSTON FOOD BANK
PO BOX 96749WASHINGTONDC20090NONEPCCONTRIBUTION$1,000
ROCKPORT ILLUMINATION FUND
16B SOUTH STREETROCKPORTMA01966NONEPCCONTRIBUTION$250
FRANCISCAN HOSPITAL FOR CHILDREN
30 WARREN STREETBOSTONMA02135NONEPCCONTRIBUTION$10,000
FILM SOCIETY OF LINCOLN CENTER
70 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCCONTRIBUTION$10,000
GLOBAL IMPACT
1199 N FAIRFAX ST STE 300ALEXANDRIAVA22314NONEPCROPES$5,000
UNION PRESBYTERIAN CHURCH
128 MAIN STREETTOPSFIELDMA01983NONEPCCONTRIBUTION$1,000
THE OPEN DOOR
27 EMERSON AVENUEGLOUCESTERMA01929NONEPCCONTRIBUTION$500
THE LEUKEMIA AND LYMPHOMA SOCIETY
PO BOX 22324NEW YORKNY10087NONEPCCONTRIBUTION$500
ROCKPORT GARDEN CLUB
PO BOX 441ROCKPORTMA01966NONEPCCONTRIBUTION$1,500
REST STOP RANCH
PO BOX 174RICHMONDMA01254NONEPCCONTRIBUTION$2,500
NEIGHBORHEALTH
10 GOVE STREETEAST BOSTONMA02128NONEPCCONTRIBUTION$10,000
KIDS IN DISABILITY SPORTS
PO BOX 1397LOWELLMA01853NONEPCCONTRIBUTION$500
MAINE HISTORICAL SOCIETY
489 CONGRESS STREETPORTLANDME04101NONEPCCONTRIBUTION$10,000
FOOD LINK
3121 HOTEL ROADAUBURNME04210NONEPCCONTRIBUTION$25,000
WESTWOOD COMMUNITY CHEST
PO BOX 250WESTWOODMA02090NONEPCCONTRIBUTION$5,000
BOSTON MEDICAL CENTER
960 MASSACHUSETTS AVENUE 2ND FLOORBOSTONMA02118NONEPCCONTRIBUTION$1,000
BIG BROTHERS BIG SISTERS OF EASTERN MASSACHUSETTS
184 HIGH STREET 3RD FLOORBOSTONMA02110NONEPCCONTRIBUTION$10,000
THE OPEN DOOR
28 EMERSON AVENUEGLOUCESTERMA01930NONEPCCONTRIBUTION$10,000
MY PLACE BY THE SEA FOUNDATION
68 BEARSKIN NECKROCKPORTMA01966NONEPCCONTRIBUTION$5,000
FILM FORUM INC
209 WEST HOUSTON STREETNEW YORKNY10014NONEPCCONTRIBUTION$50,000
ROCA
101 PARK AVENUECHELSEAMA02150NONEPCCONTRIBUTION$2,500
SAWYER FREE LIBRARY
2 DALE AVENUEGLOUCESTERMA01930NONEPCCONTRIBUTION$5,000
JINSA
1101 14TH ST NWWASHINGTONDC20005NONEPCCONTRIBUTION$1,000
FILM FORUM INC
209 WEST HOUSTON STREETNEW YORKNY10014NONEPCCONTRIBUTION$50,000
PAN MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494NONEPCCONTRIBUTION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$371,300TotalGrantOrContriPdDurYrAmt
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$13,256ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$811,566ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$824,822ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$824,822TotalIncomeProducingActyAmt

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 (6 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
KENNETH J NOVACK
1ONE LIBERTY SQ 13FLBOSTONMA02109$22,190Yes (X)
KENNETH J NOVACK
2ONE LIBERTY SQ 13FLBOSTONMA02109$99,880Yes (X)
KENNETH J NOVACK
3ONE LIBERTY SQ 13FLBOSTONMA02109$592,057Yes (X)
KENNETH J NOVACK
4ONE LIBERTY SQ 13FLBOSTONMA02109$19,406Yes (X)
KENNETH J NOVACK
5ONE LIBERTY SQ 13FLBOSTONMA02109$18,459Yes (X)
KENNETH J NOVACK
6ONE LIBERTY SQ 13FLBOSTONMA02109$1,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
145 SHS CROWDSTRIKECOST $741FMV $22,190$22,1902025-10-01
22,635 SHS SAMSARACOST $5,456FMV $99,880$99,8802025-11-07
37,636 SHS CIRCLE INTERNETCOST $10,594FMV $592,057$592,0572025-12-01
4230 SHS CIRCLE INTERNETCOST $62FMV $19,406$19,4062025-12-08
55,907 SHS THE ONCOLOGYCOST $5,003FMV $18,459$18,4592025-12-08

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (69 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC GOOGAT COST$3,794$18,828
AMAZON COM INC 4.700% DUE 12/1/2032AT COST$35,367$36,035
AMAZON.COM INCAT COST$4,377$16,157
ANHEUSER BUSH 4.9% 1/23/2031AT COST$20,308$20,737
APPLE INCAT COST$8,397$27,186
APPLE INC 4.500% DUE 5/12/2032AT COST$25,585$25,595
AUTODESK INCAT COST$8,880$8,880
BANK AMERICA CORP 5.202% DUE 4/25/2029AT COST$49,754$51,257
BERKSHIREAT COST$10,145$10,053
BLACKSTONE INCAT COST$10,573$10,327
BOOKING HOLDINGSAT COST$8,245$10,711
BP CAP MKTS AMER INC 3.630% DUE 4/6/2030AT COST$35,754$34,342
BRISTOL-MYER SQUIBB 5.750% DUE 2/1/2031AT COST$26,772$26,765
BROADCOM LTDAT COST$3,011$9,345
CADENCE DESIGN SYSTEMSAT COST$10,034$9,377
COMCAST CORP 4.15% 10/15/28AT COST$26,532$25,133
CONSTELLATION BRANDS INCAT COST$11,207$9,599
CURTISS WRIGHT CORPAT COST$5,232$8,269
DANAHER CORPAT COST$8,377$9,157
DISNEY WALT CO COM DISNEYAT COST$9,329$7,395
ELI LILLY & COAT COST$8,018$10,747
EVERCORE INAT COST$8,809$9,527
FIRST TR EXCHANGE TRADED FD II NASDAQAT COST$4,689$9,646
GALLAGHER ARTHURAT COST$8,173$10,610
GE AEROSPACEAT COST$25,220$25,224
GE VERNOVA INCAT COST$4,815$9,804
HERSHEY COAT COST$7,272$7,279
HOME DEPOTAT COST$6,100$10,323
INTERCONTINENTAL EXCH INC. 4.35% 6/15/2029AT COST$34,521$35,361
INTERCONTINENTAL EXCHANGE INCAT COST$9,854$12,957
INTUIT COMAT COST$4,250$8,612
ISHARES TR NASDAQ BIOTECHAT COST$3,001$8,439
JP MORGAN CHASE & CO 5.350% DUE 6/1/2034AT COST$26,030$26,017
JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INCAT COST$22,806$22,766
JPMORGAN CHASE & CO COMAT COST$8,826$16,111
KRATOSAT COST$7,192$7,971
LVMH MOETAT COST$7,914$8,333
META PLATFORMS INCAT COST$12,956$15,182
MICRON TECHNOLOGY INCAT COST$4,433$14,271
MICROSOFT CORPAT COST$15,740$29,017
MIDAMERICAN ENERGY CO 6.750% DUE 12/30/2031AT COST$22,532$22,512
MORGAN STANLEYAT COST$8,066$10,297
NETFLIX INCAT COST$9,022$9,376
NVIDIA CORPAT COST$3,575$5,595
PEPSICOAT COST$2,261$6,458
PEPSICO INC 4.800% DUE 7/17/2034AT COST$25,534$25,562
PFIZER INT ENTERPRISES 4.650% DUE 5/19/2030AT COST$25,521$25,515
PROCTOR & GAMBLEAT COST$2,510$3,583
QXO INCAT COST$10,886$11,574
REPUBLIC SERVICESAT COST$2,963$5,298
ROPER TECHNOLOGIES INCAT COST$433$4,451
S&P GLOBAL INC 5.250% DUE 9/15/2033AT COST$35,112$36,824
SCHWAB CHARLES CORP 3.200% DUE 3/2/2027AT COST$24,780$24,804
SELECT SECTORAT COST$18,204$20,120
SERVICENOW INCAT COST$11,108$9,191
SHERWIN WILLIAMS CO COMAT COST$6,707$6,481
SOLVENTUM CORPAT COST$12,560$11,886
SPOTIFYAT COST$8,748$8,711
STRYKER CORPAT COST$8,737$10,544
U S TREASURY 4% 7/31/30AT COST$34,514$35,474
UNITED HEALTH GROUP INC 4.7% DUE 5/15/2032AT COST$24,611$24,719
UNITED PARCEL SERVICE 4.875% DUE 3/7/2033AT COST$25,726$25,796
UNITEDHEALTH GROUP INCAT COST$11,369$12,544
VERISK ANALYTICSAT COST$4,537$4,474
VERIZON COMMUNICATIONS 4.379% DUE 9/21/2028AT COST$37,573$35,298
VISA INCAT COST$4,002$10,872
VULCAN MATERIALS COAT COST$7,311$7,131
WASTE CONNECTIONSAT COST$10,393$10,522
WELLTOWER INCAT COST$6,613$8,352

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FED TAX PAYMENT$8,000$0$0
MISC-$951$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES-APPLETON PARTNERS INC.$3,640$3,640$0
FINANCIAL/TAX FEES-CAPTRUST$60,588$60,588$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2Amt
Net Investment Income$2NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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