Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
DAVID NOVAK LEADERSHIP INC
C/O CORNERSTONE FAMILY OFFICE
Number and street (or P.O. box number if mail is not delivered to street address) 5900 LANDERBROOK DR 200
  Room/suite
City or town
MAYFIELD HEIGHTS
State or province
OH
Country  
ZIP or foreign postal code
44124
A Employer identification number

85-2221144
B Telephone number (see instructions)

4404600460
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$345,858J 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) 2,730,000
2 Check .................
3 Interest on savings and temporary cash investments 2,204 2,204 2,204
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
140,327 0 140,327
12 Total. Add lines 1 through 11........ 2,872,531 2,204 142,531
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 582,000 0 0 0
15 Pension plans, employee benefits....... 89,443 0 0 0
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20,719 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43,491 2,174 4,349 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
40,416 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 99,611 0 0 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,805,217 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,680,897 2,174 4,349 0
25 Contributions, gifts, grants paid....... 246,158 246,158
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,927,055 2,174 4,349 246,158
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -54,524
b Net investment income (if negative, enter -0-) 30
c Adjusted net income (if negative, enter -0-)... 138,182
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 400,382 345,858 345,858
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 400,382 345,858 345,858
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 400,382 345,858
29 Total net assets or fund balances (see instructions)..... 400,382 345,858
30 Total liabilities and net assets/fund balances (see instructions). 400,382 345,858
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
400,382
2
Enter amount from Part I, line 27a .....................
2
-54,524
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
345,858
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
345,858
Form 990-PF (2025)
Form 990-PF (2025)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
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  
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
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 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) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
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 0
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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....... 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
KY
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressHTTPS://DAVIDNOVAKLEADERSHIP.COM/
14
The books are in care ofASHLEY NOVAK BUTLER Telephone no. (502) 290-3218

Located at4910 BROWNSBORO RD SUITE 220LOUISVILLEKY ZIP+440222
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
DAVID NOVAK DIRECTOR
5.00 		0 0 0
4910 BROWNSBORO RD SUITE 220
LOUISVILLE,KY40222
ASHLEY N BUTLER DIRECTOR
0.00 		0 0 0
4910 BROWNSBORO RD SUITE 220
LOUISVILLE,KY40222
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
TIMOTHY SCHURRER CEO
40.00 		235,000 26,736 0
204 TARRINGTON CT
BRENTWOOD,TN37027
KOULA CALLAHAN VP OF MARKETING AND
40.00 		152,000 13,115 0
1827 MCEWEN AVE
NASHVILLE,TN37206
JOHN HAMILTON EXECUTIVE DIRECTOR
40.00 		123,500 27,393 0
12404 WYNMEADE PL
LOUISVILLE,KY40223
SARAH CULVER PROGRAM DIRECTOR
40.00 		71,500 2,262 0
1016 ROLLINGWOOD LN
GOSHEN,KY40026
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
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.............right arrow0
Part VIII-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 DAVID NOVAK LEADERSHIP INC. REGULARLY HOSTS PODCASTS ENTITLE "HOW LEADERS LEAD WITH DAVID NOVAK". WELL-RENOWNED LEADER FROM MANY DIFFERENT BACKGROUNDS ARE INTERVIEWED TO GAIN THEIR PERSPECTIVE ON LEADERSHIP. 263,390
2 DAVID NOVAK LEADERSHIP INC. BUILDS LEADERSHIP CURRICULUM AND ONLINE PROGRAMS THAT INSPIRE AND EDUCATE INDIVIDUALS ABOUT HOW TO BE MORE EFFECTIVE LEADERS. THE CONTENT IS FOCUSED FOR BUSINESS PROFESSIONALS, NONPROFIT LEADERS, STUDENTS AND FAMILIES AND IS DELIVERED THROUGH ONLINE CURRICULUM TRAINING PROGRAMS. 0
3 DAVID NOVAK LEADERSHIP INC. IS PUBLISHED A BOOK ENTITLED "HOW LEADERS LEARN". THIS WILL FURTHER TO DEVELOP THE LEADERSHIP CONTENT FOR DAVID NOVAK LEADERSHIP INC. 83,554
4 LEAD FOR CHANGE, A SUBDIVISION OF DAVID NOVAK LEADERSHIP, PROVIDES LEADERSHIP LESSONS FOR EDUCATORS TO ADMINISTER TO 6TH - 12TH GRADERS ABOUT HOW TO LEAD AND SERVE. AFTER COMPLETING THE LESSONS STUDENTS CAN SHARE THEIR STORY OF GROWTH AND IMPACT BY SUMITTING THEIR PROJECT. EACH PROJECT ADDRESSES A COMMUNITY NEED AND ENCOURAGES STUDENTS TO DEVELOPE A CREATIVE SOLUTION TO SUPPORT THAT NEED. ALL PROJECTS ARE ENTERED TO WIN GRANT MONEY FOR THEIR SCHOOL, CLUB OR NON-PROFIT IN THEIR COMMUNITY. 613,868
Part VIII-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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
0
b
Average of monthly cash balances.......................
1b
283,279
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
283,279
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
283,279
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,249
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
279,030
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
13,952
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
 
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
 
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
246,158
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
246,158
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $  
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		 
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
2020-10-29
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
13,952 19,113 74,452 0 107,517
b 85% (0.85) of line 2a ....... 11,859 16,246 63,284 0 91,389
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		246,158 159,376 143,000 0 548,534
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		246,158 159,376 143,000 0 548,534
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ...... 345,858 400,234 614,600 2,601,269 3,961,961
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		 345,858 400,234 614,600 2,601,269 3,961,961
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		        0
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
Part XIV
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).)
DAVID NOVAK
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SARAH CULVER VIA WEBSITE AT WWWLEAD
4910 BROWNSBORO RD STE 220
LOUISVILLE,KY40222
(502) 645-9643
SCULVER@EAD4CHANGE.ORG
bThe form in which applications should be submitted and information and materials they should include:
SUBMITTED ONLINE. A PROJECT SUBMISSION ELIGIBLE FOR LEAD4CHANGE FUNDING INCLUDES: 1. SUPPORTING DOCUMENTS SHOWING EVIDENCE OF LESSONS TAUGHT 2. A PROJECT "ONE-PAGER" 3. A PROJECT VIDEO 4. A WRITTEN PROPOSAL 5. REFLECTIONS: 3 STUDENT REFLECTIONS AND 1 ADVISOR REFLECTION 6. IDENTIFY THE RECIPIENT OF THE INTENDED GRANT FUNDS: THE QUALIFIED ORGANIZATION (INCLUDING THE ORGANIZATION EIN NUMBER); OR SCHOOL NAME AND TIN NUMBER. THE QUALIFIED ORGANIZATION MUST BE AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE) AND IS DESCRIBED IN SECTION 4945(D)(4)(A)(I) OF THE CODE (A "QUALIFIED ORGANIZATION").
cAny submission deadlines:
DEADLINES WERE 2/9/2024 AND 4/12/2024
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SUBJECT TO THE ADDITIONAL RESTRICTIONS BELOW, THE "LEAD4CHANGE CHALLENGE" (THE "CONTEST") IS OPEN TO LEGAL U.S. RESIDENTS OF THE 50 UNITED STATES AND THE DISTRICT OF COLUMBIA WHO ARE FULL-TIME STUDENTS IN GRADES 6-12 OF A PUBLIC, PRIVATE OR CHARTER SCHOOL OR HOMESCHOOL AND/OR STUDENTS BETWEEN THE AGES OF 11 18 WHO ARE MEMBERS OF A LOCAL CLUB OR SERVICE ORGANIZATION (E.G. BOYS & GIRLS CLUB, BOY GIRL SCOUTS, KEY CLUB).
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
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

ACCOMPSETT MIDDLE SCHOOL

660 MEADOW ROAD
SMITHTOWN,NY11787 		    LEADERSHIP 8,200

FIVES INTRALOGISTICS CHARITABLE FUND

4400 COMMERCE CROSSINGS DRIVE
LOUISVILLE,KY40229 		    LEADERSHIP 4,803

FOREST PARK HIGH SCHOOL

15721 FOREST PARK DR
WOODBRIDGE,VA22193 		    LEADERSHIP 4,000

G6PD DEFICIENCY FOUNDATION INC

PO BOX 156
BABYLON,NY11702 		    LEADERSHIP 10,000

GWYNEDD MERCY ACADEMY HIGH SCHOOL

1345 SUMNEYTOWN PIKE
LOWER CWYNEDD,PA19002 		    LEADERSHIP 14,418

HENRIETTA LACKS HEALTH AND BIOSCIENCE HS

9105 NE 9TH ST
VANCOUVER,WA98664 		    LEADERSHIP 488

HIS BLESSINGS BOX

15119 MEADOW FARMS CT
LOUISVILLE,KY40245 		    LEADERSHIP 8,000

INDIANA CONNECTIONS ACADEMY

6640 INTECH BLVD SUITE 101
INDIANAPOLIS,IN46278 		    LEADERSHIP 10,000

KEEP COLUMBUS BEAUTIFUL INC

3020 18TH ST SUITE 16
COLUMBUS,NE68601 		    LEADERSHIP 1,000

KING WILLIAM HIGH SCHOOL

80 CAVELIER DRIVE
KING WILLIAM,VA23086 		    LEADERSHIP 1,500

LESLEY & RHYAN PRATHER FOUNDATION

13917 LYONS AVENUE
LOUISVILLE,KY40272 		    LEADERSHIP 8,640

MASSAPONAX HIGH SCHOOL

28201 PATRIOT HWY
FREDRICKSBURG,VA22407 		    LEADERSHIP 1,800

MCCRACKEN COUNTY HIGH SCHOOL FCCLA

6530 OLD HWY 60
PADUCAH,KY42001 		    LEADERSHIP 5,500

MONTWOOD HIGH SCHOOL

12000 MONTWOOD DRIVE
EL PASO,TX79936 		    LEADERSHIP 2,000

FIFE HIGH SCHOOL ASB

5616 20TH ST
E FIFE,WA98424 		    LEADERSHIP 1,000

NATURAL SCIENCE TECHNOLOGY CENTER

5561 ELMER DRIVE
TOLEDO,OH43615 		    LEADERSHIP 1,896

PARENT BOOSTER USA INC WOLFPACK PTSO

25650 WEST 20TH STREET
YUMA,AZ85364 		    LEADERSHIP 5,322

PAULDING EXEMPTED VILLAGE SCHOOLS

405 N WATER STREET
PAULDING,OH45879 		    LEADERSHIP 5,000

POSITIVE EDUCATION PROGRAM

3100 EUCLID AVE
CLEVELAND,OH44115 		    LEADERSHIP 8,000

PRINCE WILLIAM COUNTY SCHOOLS

15300 BOWMANS FOLLY DR
MANASSAS,VA20012 		    LEADERSHIP 1,000

SMITHTOWN CHILDREN'S FOUNDATION

PO BOX 799
NESCONSET,NY11767 		    LEADERSHIP 961

SMITHTOWN TOWNSHIP EMERGENCY FOOD PANTRY

90 EDGEWATER AVE
SMITHTOWN,NY11787 		    LEADERSHIP 2,500

SNOQUALMIE VALLEY SCHOOL DISTRICT

8651 MEADOWBROOK WAY SE
SNOQUALMIE,WA98065 		    LEADERSHIP 3,500

SPARC HOPE

11921 BRINLEY AVE
LOUISVILLE,KY40243 		    LEADERSHIP 8,000

TEEN DAY ITHACA

120 3RD STREEET
ITHACA,NY14850 		    LEADERSHIP 10,000

TONGANOXIE MIDDLE SCHOOL

300 E 24-40 HWY
TONGANOXIE,KS66086 		    LEADERSHIP 20,000

UNLIMITED SOUNDSCAPE INC

12545 FREDERICKSBURG DR
SARATOGA,CA95070 		    LEADERSHIP 10,000

WARREN EAST HIGH SCHOOL

6867 LOUISVILLE RD
BOWLING GREEN,KY42101 		    LEADERSHIP 5,000

WOMEN'S PLACE

PO BOX 299
DOYLESTOWN,PA18901 		    LEADERSHIP 2,500

NORTH RIDGEVILLE CITY SCHOOLS

34620 BAINBRIDGE RD
NORTH RIDGEVILLE,OH44039 		    LEADERSHIP 2,500

EASTERN LEBANON COUNTY SCHOOL DISTRICT

180 ELCO DR
MYERSTOWN,PA17067 		    LEADERSHIP 1,000

KENTUCKY HUMANE SOCIETY

1000 LYNDON LANE
LOUISVILLE,KY40222 		    LEADERSHIP 4,349

THE REIMAGINED CLASSROOM

8815 CONGROY-WINDERMERE RD SUITE
394
ORLANDO,FL32835 		    LEADERSHIP 500

BLECKLEY COUNTY HIGH SCHOOL

259 EAST PETER ST
COCHRAN,GA31014 		    LEADERSHIP 8,498

BLANKETS OF HOPE

254 36TH STREET SUITE B442
BROOKLYN,NY11232 		    LEADERSHIP 4,500

BIGFORK SOCCER CLUB

PO BOX 514
BIGFORK,MT59911 		    LEADERSHIP 2,700

AUBURN HIGH SCHOOL

1829 CENTRAL AVE
AUBURN,NE68305 		    LEADERSHIP 4,480

BUSHLAND HIGH SCHOOL

18701 JIM LINE RD
AMARILLO,TX79124 		    LEADERSHIP 10,000

APEX HIGH SCHOOL

1501 LAURA DUNCAN RD
APEX,NC27502 		    LEADERSHIP 3,000

DOUGLAS COUNTY EDUCATION FOUNDATION

11490 VETERANS MEMORIAL HWY
DOUGLASVILLE,GA30134 		    LEADERSHIP 7,000

AMERICAN LUNG ASSOCIATION

5758 WILSHIRE BLVD SUITE 505
LOS ANGELES,CA90036 		    LEADERSHIP 9,300

ALLIANCE ACEDEMY FOR INNOVATION

1100 LANIER 400 PKWY
CUMMING,GA30040 		    LEADERSHIP 2,462

CATHOLIC SOCIAL SERVICES

353 E JOHNSON HIGHWAY
NORRISTOWN,PA19401 		    LEADERSHIP 1,241

BOYS & GIRLS CLUB OF EAST ALABAMA

1922 PROFESSIONAL CIRCLE SUITE 100
AUBURN,AL36830 		    LEADERSHIP 4,100

COLUMBUS AREA HOLIDAY SPIRIT INC

PO BOX 1794
COLUMBUS,NE68601 		    LEADERSHIP 5,500

AL-FURQAN ACADEMY

2333 ST JOHNS BLUFF RD
JACKSONVILLE,FL32246 		    LEADERSHIP 10,000
Total ................................. 3a 246,158
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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
aONLINE COURSES          
bBOOK ORDERS         121,165
cLEADERSHIP SEMINAR         19,162
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,204  
4 Dividends and interest from securities ....          
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 ............ 		         
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 2,204 140,327
13Total. Add line 12, columns (b), (d), and (e)..................
13
142,531
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A COURSES ON LEADERSHIP
1B BOOKS ON LEADERSHIP
1C CONDUCTED A SEMINAR ON LEADERSHIP
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.
Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
DAVID NOVAK LEADERSHIP INC
C/O CORNERSTONE FAMILY OFFICE
Employer identification number

85-2221144
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
DAVID NOVAK LEADERSHIP INC
C/O CORNERSTONE FAMILY OFFICE 		Employer identification number
85-2221144
Part I
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
LIFT A LIFE FOUNDATION INC
 
5900 LANDERBROOK DR STE 200
 
MAYFIELD HEIGHTS, OH44124

$ 2,730,000


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

$  


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

$  


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
DAVID NOVAK LEADERSHIP INC
C/O CORNERSTONE FAMILY OFFICE 		Employer identification number

85-2221144
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
DAVID NOVAK LEADERSHIP INC
C/O CORNERSTONE FAMILY OFFICE 		Employer identification number

85-2221144
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
DAVID NOVAK LEADERSHIP INC
 
C/O CORNERSTONE FAMILY OFFICE
EIN:
85-2221144
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 43,491 2,174 4,349 0

TY 2025 LegalFeesSchedule
Name:
DAVID NOVAK LEADERSHIP INC
 
C/O CORNERSTONE FAMILY OFFICE
EIN:
85-2221144
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 20,719 0 0 0


TY 2025 OtherExpensesSchedule
Name:
DAVID NOVAK LEADERSHIP INC
 
C/O CORNERSTONE FAMILY OFFICE
EIN:
85-2221144
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PODCAST 263,389 0 0 0
PUBLISHING 83,554 0 0 0
MARKETING 1,047,968 0 0 0
BANK FEES 3,149 0 0 0
CABLE/INTERNET 138 0 0 0
INSURANCE 5,301 0 0 0
MEALS AND ENTERTAINMENT 20,495 0 0 0
MERCHANT SERVICE FEES 1,317 0 0 0
OFFICE EXPENSE 26,797 0 0 0
POSTAGE 9,870 0 0 0
SOFTWARE 56,809 0 0 0
SUPPLIES 6,116 0 0 0
WEBSITE 84,792 0 0 0
MISC 9,027 0 0 0
CONSULTING 137,489 0 0 0
SUBSCRIPTIONS 49,247 0 0 0
ADJUSTMENT FOR CANCELED CHECK -241 0 0 0


TY 2025 OtherIncomeSchedule2
Name:
DAVID NOVAK LEADERSHIP INC
 
C/O CORNERSTONE FAMILY OFFICE
EIN:
85-2221144
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BOOK ORDERS 121,165   121,165
LEADERSHIP SEMINAR 19,162   19,162


TY 2025 SubstantialContributorsSch
Name:
DAVID NOVAK LEADERSHIP INC
 
C/O CORNERSTONE FAMILY OFFICE
EIN:
85-2221144
Name Address
LIFT A LIFE FOUNDATION INC 4910 BROWNSBORO ROAD STE 220
LOUISVILLE,KY40222


TY 2025 TaxesSchedule
Name:
DAVID NOVAK LEADERSHIP INC
 
C/O CORNERSTONE FAMILY OFFICE
EIN:
85-2221144
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL 40,416 0 0 0