Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
NOVACK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)CO RINET 101 FEDERAL ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-6896914
B Telephone number (see instructions)

(617) 488-2700
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,326,768J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 14,511
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 22,287 22,287  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 312,410
b Gross sales price for all assets on line 6a 520,138
7 Capital gain net income (from Part IV, line 2)... 312,410
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 349,208 334,697  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 60,585 60,585   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,563 25   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,149 149   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,297 60,759   0
25 Contributions, gifts, grants paid....... 343,550 343,550
26 Total expenses and disbursements. Add lines 24 and 25 411,847 60,759   343,550
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -62,639
b Net investment income (if negative, enter -0-) 273,938
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 90,048 139,340 139,340
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 25,294 Click to see attachment25,197 25,995
b Investments—corporate stock (attach schedule)....... 329,611 Click to see attachment239,217 661,320
c Investments—corporate bonds (attach schedule)....... 490,801 Click to see attachment469,361 500,113
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 935,754 873,115 1,326,768
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 930,936 868,297
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,818 4,818
29 Total net assets or fund balances (see instructions)..... 935,754 873,115
30 Total liabilities and net assets/fund balances (see instructions). 935,754 873,115
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
935,754
2
Enter amount from Part I, line 27a .....................
2
-62,639
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
873,115
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
873,115
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1210 ADAPTIVE BIOTECH D 2019-02-27 2020-01-30
b 625 JPMORGAN ULTRA SHORT P 2019-02-01 2020-01-07
c 20 ADOBE INC P 2016-11-18 2020-04-27
d 6 AMAZON INC P 2016-06-29 2020-08-13
e 35000 ARCHER DANIELS P 2014-10-01 2020-03-30
100 BANK OF AMERICA P 2017-09-01 2020-01-07
65 CONSTELLATION BRAND P 2015-09-28 2020-03-16
624 CROWDSTRIKE HLDGS D 2013-08-21 2020-12-23
160 ENERGY SELECT P 2017-01-04 2020-04-28
390 ETFMG PRIME P 2017-05-30 2020-08-13
25000 GILEAD SCIENCES P 2014-08-12 2020-04-28
20 INTUIT P 2017-02-14 2020-11-03
75 ISHARES NASDAQ BIOTECH P 2013-05-20 2020-04-22
45 ISHARES RUSSELL 2000 P 2014-02-04 2020-04-28
25000 JPMORGAN CHASE P 2017-01-31 2020-09-21
1887 LIVONGO HEALTH D 2014-04-22 2020-11-04
5 LOCKHEED MARTIN P 2015-01-20 2020-05-07
5 SHERWIN WILLIAMS P 2015-12-01 2020-08-13
10 SVB FINL GROUP P 2018-01-17 2020-04-22
50.80 TELADOC INC P 2014-04-22 2020-12-23
1561 TENABLE HOLDINGS P 2012-08-17 2020-01-07
20 UNITEDHEALTH GRP P 2016-06-13 2020-04-22
30 ZOETIS INC P 2016-10-06 2020-04-28
15 AMERN TOWER CORP P 2009-12-10 2020-04-27
15 APPLE INC P 2008-05-07 2020-01-07
15 ROPER TECHNOLOGIES P 2009-03-19 2020-03-30
25 TRANSDIGM P 2008-12-16 2020-01-07
100 VANGUARD FTSE P 2008-12-08 2020-04-28
55 VISA INC P 2008-08-27 2020-05-07
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 36,257   9,680 26,577
b 31,531   31,539 -8
c 6,956   2,097 4,859
d 13,621   4,310 9,311
e 35,578   35,588 -10
3,479   2,408 1,071
9,138   8,253 885
66,605   1,434 65,171
5,752   12,175 -6,423
18,661   11,854 6,807
25,597   25,417 180
6,485   2,373 4,112
9,088   4,501 4,587
5,811   4,930 881
26,440   25,545 895
110,690   2,681 108,009
1,900   971 929
3,358   1,390 1,968
1,681   2,515 -834
10,590     10,590
39,563   7,996 31,567
5,667   2,787 2,880
3,748   1,552 2,196
3,755   603 3,152
4,484   388 4,096
4,757   650 4,107
14,534     14,534
4,369   3,084 1,285
10,043   1,007 9,036
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       26,577
b       -8
c       4,859
d       9,311
e       -10
      1,071
      885
      65,171
      -6,423
      6,807
      180
      4,112
      4,587
      881
      895
      108,009
      929
      1,968
      -834
      10,590
      31,567
      2,880
      2,196
      3,152
      4,096
      4,107
      14,534
      1,285
      9,036
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 312,410
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,808
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,808
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,808
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,700
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,700
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,892
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,892 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletRINET COMPANY LLC Telephone no.bullet (617) 488-2700

    Located atbullet101 FEDERAL ST FL 14BOSTONMA ZIP+4bullet02110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KENNETH J NOVACK TRUSTEE - AS NEEDED
    0.00     		0 0 0
    C/O RINET 101 FEDERAL ST
    BOSTON,MA02110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,136,566
    b
    Average of monthly cash balances.......................
    1b
    127,930
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,264,496
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,264,496
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,967
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,245,529
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    62,276
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    62,276
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,808
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,808
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    58,468
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    58,468
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    58,468
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    343,550
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    343,550
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    343,550
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 58,468
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 283,876
    b From 2016...... 218,949
    c From 2017...... 195,671
    d From 2018...... 241,234
    e From 2019...... 362,177
    fTotal of lines 3a through e........ 1,301,907
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 343,550
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 58,468
    e Remaining amount distributed out of corpus 285,082
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,586,989
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		283,876
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,303,113
    10 Analysis of line 9:
    a Excess from 2016.... 218,949
    b Excess from 2017.... 195,671
    c Excess from 2018.... 241,234
    d Excess from 2019.... 362,177
    e Excess from 2020.... 285,082
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    KENNETH J NOVACK
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN JEWISH COMMITTEE
    ONE LIBERTY SQUARE
    BOSTON,MA02109     		NONE PUBLIC 2020 CONTRIBUTION 10,000
    BIG BROTHER BIG SISTER OF EASTERN MA
    184 HIGH STREET 3RD FLOOR
    BOSTON,MA02110     		NONE PUBLIC BIG NIGHT SILVER SPONSOR AND 45TH GOLF CLASSIC 14,000
    BII FUND (BOSTON IMPACT INITIATIVE)
    PO BOX 300443
    JAMAICA PLAIN,MA02130     		NONE PUBLIC UNRESTRICTED 5,000
    BOSTON CHILDREN'S CHORUS
    20 OLD COLONY AVENUE 2ND FLOOR
    BOSTON,MA02127     		NONE PUBLIC BCC'S ANNUAL FUND 1,000
    BOSTON MEDICAL CENTER
    801 MASSACHUSETTS AVE 1ST FLOOR
    BOSTON,MA02118     		NONE PUBLIC FOOD FOR THOUGHT 10,000
    BROOKLYN ACADEMY OF MUSIC
    30 LAFAYETTE AVENUE
    BROOKLYN,NY11217     		NONE PUBLIC UNRESTRICTED 7,500
    BROOKLYN PUBLIC LIBRARY
    10 GRAND ARMY PLAZA
    BROOKLYN,NY11238     		NONE PUBLIC UNRESTRICTED 15,000
    CATHOLIC CHARITIES
    275 WEST BROADWAY STREET
    BOSTON,MA02127     		NONE PUBLIC UNRESTRICTED 1,000
    CHICKWEED ALLIANCE INC
    1087 HERKIMER STREET
    BROOKLYN,NY11233     		NONE PUBLIC UNRESTRICTED 5,000
    COLLEGE CLUB SCHOLARSHIP FUND
    44 COMMONWEALTH AVENUE
    BOSTON,MA02116     		NONE PUBLIC UNRESTRICTED 1,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		NONE PUBLIC CORONAVIRUS EMERGENCY 2,500
    COURAGEOUS PARENTS NETWORK
    21 ROCHESTER ROAD
    NEWTON,MA02458     		NONE PUBLIC UNRESTRICTED 5,000
    DARTMOUTH COLLEGE FUND
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		NONE PUBLIC UNRESTRICTED 5,000
    DAY BY DAY ADULT CARE
    4R BLACKBURN CENTER
    GLOUCESTER,MA01930     		NONE PUBLIC UNRESTRICTED 15,000
    EAST BOSTON NEIGHBORHOOD HEALTH CENTER
    20 MAVERICK SQUARE
    EAST BOSTON,MA02128     		NONE PUBLIC FOOD ACCESS RELIEF 5,000
    ELIZABETH STONE HOUSE
    PO BOX 300039
    JAMAICA PLAIN,MA02130     		NONE PUBLIC UNRESTRICTED 5,000
    FACING HISTORY AND OURSELVES
    16 HURD ROAD
    BROOKLINE,MA02445     		NONE PUBLIC UNRESTRICTED 10,000
    FENWAY HIGH SCHOOL
    67 ALLEGHANY STREET
    BOSTON,MA02120     		NONE PUBLIC ANNUAL FUND 500
    FILM SOCIETY OF LINCOLN CENTER
    70 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE PUBLIC UNRESTRICTED 7,500
    FIRST CHURCH IN BOSTON
    66 MARLBOROUGH STREET
    BOSTON,MA02116     		NONE PUBLIC UNRESTRICTED 2,500
    FOOD LINK
    17 BRATTLE STREET SUITE 17
    ARLINGTON,MA02476     		NONE PUBLIC UNRESTRICTED 5,000
    FRANCISCAN HOSPITAL FOR CHILDREN
    30 WARREN STREET
    BOSTON,MA02135     		NONE PUBLIC ANNUAL FUND 20,000
    FRANCISCAN HOSPITAL FOR CHILDREN
    30 WARREN STREET
    BOSTON,MA02135     		NONE PUBLIC CAPITAL COMMITMENT 20,000
    FRIENDS OF REUT
    8383 WILSHIRE BOULEVARD SUITE 400
    BEVERLY HILLS,CA90211     		NONE PUBLIC HACKATHON 2,500
    FRIENDS OF ROCKPORT COA
    58 BROADWAY
    ROCKPORT,MA01966     		NONE PUBLIC MASKS AND PPE 2,500
    GREATER BOSTON FOOD BANK
    70 S BAY AVENUE
    BOSTON,MA02118     		NONE PUBLIC UNRESTRICTED 1,000
    GREATER BOSTON FOOD BANK
    70 S BAY AVENUE
    BOSTON,MA02118     		NONE PUBLIC GIFT IN MEMORY OF JIM POPEO 1,000
    HARBORLIGHT-STONERIDGE MONTESSORI
    243 ESSEX STREET
    BEVERLY,MA01915     		NONE PUBLIC UNRESTRICTED 10,000
    IMPACTISRAEL
    4340 EASTWEST HIGHWAY SUITE 202
    BETHESDA,MD20814     		NONE PUBLIC UNRESTRICTED 5,000
    ITREK
    1460 BROADWAY
    NEW YORK,NY10036     		NONE PUBLIC UNRESTRICTED 10,000
    JEFF'S PLACE
    34 DELOSS STREET
    FRAMINGHAM,MA01702     		NONE PUBLIC CONTRIBUTION 5,000
    JEWISH FOUNDATION FOR THE RIGHTEOUS
    80 MAIN ST SUITE 380
    WEST ORANGE,NY07052     		NONE PUBLIC UNRESTRICTED 250
    JINSA
    1101 14TH ST NW SUITE 1110
    WASHINGTON,DC20005     		NONE PUBLIC UNRESTRICTED 1,000
    MASSACHUSETTS HISTORICAL SOCIETY
    1154 BOYLSTON STREET
    BOSTON,MA02215     		NONE PUBLIC UNRESTRICTED 250
    MIDDLE EAST PEACE DIALOGUE NETWORK INC
    PO BOX 943
    ATCO,NJ08004     		NONE PUBLIC ROPES 10,000
    MUSEUM OF FINE ARTS BOSTON
    465 HUNTINGTON AVE
    BOSTON,MA02115     		NONE PUBLIC FOR THE ELSA DORFM 10,000
    MUSEUM OF SCIENCE
    1 SCIENCE PARK
    BOSTON,MA02114     		NONE PUBLIC UNRESTRICTED 10,000
    NEW ENGLAND CENTER FOR HOMELESS VETERANS
    17 COURT ST UNIT 2601
    BOSTON,MA02108     		NONE PUBLIC UNRESTRICTED 250
    PAN MASS CHALLENGE
    20 UNIVERSITY ROAD SUITE 450
    CAMBRIDGE,MA02138     		NONE PUBLIC TEAM GENERAL CATALYST 10,000
    PATHWAYS FOR CHILDREN
    29 EMERSON AVENUE
    GLOUCESTER,MA01930     		NONE PUBLIC CONTRIBUTION 20,000
    PATHWAYS FOR CHILDREN
    29 EMERSON AVENUE
    GLOUCESTER,MA01930     		NONE PUBLIC NORTH SHORE HOLIDAY 1,500
    PATHWAYS FOR CHILDREN
    29 EMERSON AVENUE
    GLOUCESTER,MA01930     		NONE PUBLIC SUE TODD OPPORTUNITY 5,000
    PEJEPSCOT HISTORICAL SOCIETY
    159 PARK ROW
    BRUNSWICK,ME04011     		NONE PUBLIC UNRESTRICTED 1,000
    PMC JIMMY FUND
    99-50 FLORENCE STREET
    CHESTNUT HILL,MA02467     		NONE PUBLIC SUPPORTING MICHAEL FRIEZE, ID MF0011 1,000
    PROJECT BREAD
    145 BORDER STREET
    EAST BOSTON,MA02128     		NONE PUBLIC UNRESTRICTED 1,800
    ROCKPORT HIGH SCHOOL
    24 JERDENS LANE
    ROCKPORT,MA01966     		NONE PUBLIC RHS DECA 1,000
    ROCKPORT MUSIC
    37 MAIN STREET
    ROCKPORT,MA01966     		NONE PUBLIC CONTRIBUTION 5,000
    SBYC SAILING PROGRAM
    PO BOX 37
    ROCKPORT,MA01966     		NONE PUBLIC UNRESTRICTED 1,000
    SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE
    100 CAMBRIDGE ST 2100
    BOSTON,MA02114     		NONE PUBLIC 25TH ANNIVERSARY 1,500
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE PUBLIC UNRESTRICTED 250
    TARGET CANCER FOUNDATION
    955 MASSACHUSETTS AVE 343
    CAMBRIDGE,MA02139     		NONE PUBLIC 2020 GALA 1,000
    TEMPLE SHALOM OF NEWTON
    175 TEMPLE STREET
    NEWTON,MA02465     		NONE PUBLIC UNRESTRICTED 20,000
    TEREZIN MUSIC FOUNDATION
    PO BOX 230206
    BOSTON,MA02123     		NONE PUBLIC GIFT 1,000
    THATCHER ISLAND ASSOCIATION
    PO BOX 73
    ROCKPORT,MA01966     		NONE PUBLIC MENDELSOHN LIFETIME 500
    THE LENNY ZAKIM FUND
    33 ARCH ST 26TH FLOOR
    BOSTON,MA02110     		NONE PUBLIC CONTRIBUTION 1,000
    THE MARINE MAMMAL CENTER
    2000 BUNKER ROAD
    SAUSALITO,CA94965     		NONE PUBLIC UNRESTRICTED 250
    THE MARSHALL PROJECT
    156 W 56TH ST SUITE 701
    NEW YORK,NY10019     		NONE PUBLIC UNRESTRICTED 1,000
    THE OPEN DOOR
    28 EMERSON AVENUE
    GLOUCESTER,MA01930     		NONE PUBLIC UNRESTRICTED 1,500
    TOWN OF ROCKPORT
    34 BROADWAY
    ROCKPORT,MA01906     		NONE PUBLIC ROCKPORT AMBULANCE 2,500
    TUFTS MEDICAL CENTER
    800 WASHINGTON STREET 231
    BOSTON,MA02111     		NONE PUBLIC CONTRIBUTION 10,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		NONE PUBLIC UNRESTRICTED 1,000
    VILNA SHUL
    18 PHILLIPS STREET
    BOSTON,MA02114     		NONE PUBLIC CENTENNIAL CELEBRATION 1,000
    WESTWOOD COMMUNITY CHEST
    PO BOX 250
    WESTWOOD,MA02090     		NONE PUBLIC UNRESTRICTED 2,500
    WESTWOOD FOOD PANTRY
    PO BOX 854
    WESTWOOD,MA02090     		NONE PUBLIC UNRESTRICTED 2,500
    ZAKIM CENTER EVENTS
    450 BROOKLINE AVE 1ST FLOOR SW 140
    BOSTON,MA02215     		NONE PUBLIC 20TH ANNIVERSARY 2,500
    ZUMIX
    260 SUMMER STREET
    EAST BOSTON,MA02128     		NONE PUBLIC CONTRIBUTION 5,000
    Total .................................bullet 3a 343,550
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 22,287  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 312,410  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 334,697 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    334,697
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    NOVACK FAMILY FOUNDATION
     
    Employer identification number

    04-6896914
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    NOVACK FAMILY FOUNDATION
          		Employer identification number
    04-6896914
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    KENNETH J NOVACK
     
    101 FEDERAL ST FL 14
     
    BOSTON, MA02110

    		$ 9,680


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    KENNETH J NOVACK
     
    101 FEDERAL ST FL 14
     
    BOSTON, MA02110

    		$ 806


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    KENNETH J NOVACK
     
    101 FEDERAL ST FL 14
     
    BOSTON, MA02110

    		$ 3,397


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    KENNETH J NOVACK
     
    101 FEDERAL ST FL 14
     
    BOSTON, MA02110

    		$ 314


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    KENNETH J NOVACK
     
    101 FEDERAL ST FL 14
     
    BOSTON, MA02110

    		$ 314


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    NOVACK FAMILY FOUNDATION
          		Employer identification number

    04-6896914
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1210 SHS ADAPTIVE BIOTECHNOLOGIESCOST $9,680FMV $37,710 $ 37,710 2020-01-28
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 178 SHS CROWDSTRIKECOST $806FMV $28,692 $ 28,692 2020-12-22
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 1887 SHS LIVONGO HEALTHCOST $3,397FMV $111,842 $ 111,842 2020-06-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    4
    		 223 SHS CROWDSTRIKECOST $314FMV $12,377 $ 12,377 2020-01-07
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    5
    		 223 SHS CROWDSTRIKECOST $314FMV $13,175 $ 13,175 2020-01-14
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    NOVACK FAMILY FOUNDATION
          		Employer identification number

    04-6896914
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    NOVACK FAMILY FOUNDATION
    EIN:
    04-6896914
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMAZON COM INC 5.2% 39,938 42,470
    BANK AMER CORP 4.125 50,524 55,417
    BP CAP MKTS P L C 35,523 38,325
    CONOCOPHILLIPS CO 4.95 28,205 30,017
    GOLDMAN SACHS GROUP 25,313 25,702
    INTERCONTINENTAL EXCHANGE 35,789 38,424
    JPMORGAN CHASE AND CO 3.2 27,691 27,959
    MICROSOFT CORP 36,341 39,128
    MIDAMERICAN ENERGY 35,466 38,544
    ORACLE CORP 51,739 57,055
    THE CHARLES SCHWAB CORP 35,662 39,660
    WELLS FARGO BK 25,149 25,264
    VERIZON COMMUNICATIONS 42,021 42,148

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    NOVACK FAMILY FOUNDATION
    EIN:
    04-6896914
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACTIVISION BLIZZARD INC COM 5,435 9,285
    ADOBE INC COM 6,292 30,007
    ALPHABET INC CAP STK CL C 2,648 15,767
    AMERICAN TOWER CORP 4,188 22,446
    APPLE INC 3,301 53,076
    BANK AMER CORP COM 13,246 16,671
    BAXTER INTL INC COM 9,977 8,826
    BROADCOM LTD 10,604 26,271
    DISNEY WALT CO COM 6,688 9,059
    FIRST TR EXCHANGE TRADED FD 15,631 19,971
    HOME DEPOT 6,505 30,546
    INTERCONTINENTAL EXCHANGE 10,920 27,670
    INTUIT COM 5,933 18,993
    ISHARES TR NASDAQ 9,002 22,724
    JOHNSON AND JOHNSON 7,592 20,459
    JPMORGAN CHASE AND CO COM 10,135 19,061
    LOCKHEED MARTIN CORP 13,592 24,849
    PALTO ALTO NETWORKS 2,726 17,770
    PEPSICO 7,537 22,245
    PROCTOR AND GANBLE 9,172 25,045
    ROPER TECHNOLOGIES INC 2,167 21,555
    SHERWIN WILLIAMS CO COM 6,948 18,373
    SVB FINL GROUP COM 17,603 27,148
    TELADOC HEALTH INC COM 0 37,193
    UNITEDHEALTH GROUP INC 9,058 22,794
    VALERO ENERGY 8,123 7,071
    VISA INC 2,168 22,967
    VULCAN MATERIALS CO 8,247 11,123
    ZOETIS INC 8,279 26,480
    ISHARES RUSSELL 2000 7,587 12,744
    VANGUARD INTL EQUITY INDEX ALL WORLD 7,913 13,131

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    NOVACK FAMILY FOUNDATION
    EIN:
    04-6896914
    US Government Securities - End of Year Book Value:

    25,197
    US Government Securities - End of Year Fair Market Value:

    25,995
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherExpensesSchedule
    Name:
    NOVACK FAMILY FOUNDATION
    EIN:
    04-6896914
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MA FILING FEE 35 35   0
    NONDEDUCTIBLE EXPENSE BIG BROTHER BIG SISTER 4,000 0   0
    FIBERKRAFT OFFICE SUPPLIES 114 114   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    NOVACK FAMILY FOUNDATION
    EIN:
    04-6896914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES-APPLETON PARTNERS, INC. 6,108 6,108   0
    FINANCIAL/TAX FEES-RINET COMPANY, LLC 54,477 54,477   0


    TY 2020 TaxesSchedule
    Name:
    NOVACK FAMILY FOUNDATION
    EIN:
    04-6896914
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 25 25   0
    FEDERAL ETP 2,700 0   0
    FEDERAL BAL DUE 838 0   0