Novak Family Foundation Inc

MERRILLVILLE, IN EIN: 26-0177940

Novak Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MERRILLVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 9 grants totaling $41K. Net investment income was $87K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+4.7% YoY

Annual Giving

$41K

-25.8% YoY

Grant Count

9

+0.0% YoY

Avg Grant Size

$5K

-25.8% YoY

Under IRS private-foundation payout rules, Novak Family Foundation Inc reported a distributable amount of $68K for 2024 — the minimum it must pay out in qualifying distributions.

About Novak Family Foundation Inc

Based on IRS filings

Novak Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MERRILLVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 9 grants totaling $41K. Net investment income was $87K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

BaltimoreBrooklineChicagoEast ChicagoGaryJolietLombardMerrillvilleNew YorkPalos HillsPittsburghSt AugustineWoodland Park

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$63K$94K$126K20202021202220232024
Metric202420232022
Total Assets$1,173,195$1,120,394$1,139,148
Revenue$104,066$43,232$17,306
Expenses$51,365$61,986$62,160
Qualifying Distributions$51,365$61,986$62,160
Net Investment Income$86,833$41,471$51,707
Distributable Amount$68,468$58,657$57,437

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$41K$55K6 grants20207 grants20217 grants20229 grants20239 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

SS CONSTANTINE & HELEN CA$27KGRACE BEYOND BORDERS$5KPEARLANN BITHOS$3KST IAKOVOS RETREAT CENTE$1KORTHODOX CHRISTIAN MISSI…$1KSOJOURNER TRUTH HOUSE$1KHELLENIC COLLAGE & HOLY …$1KSS CONSTANTINE & HELEN G…$1KST HELEN'S PHILOPTOCHOS …$500

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ss Constantine & Helen Ca ($27,405), Grace Beyond Borders ($5,000), Pearlann Bithos ($3,000).

RecipientPurposeAmount
ST IAKOVOS RETREAT CENTE CHICAGO, ILANNUAL SUPPORT$1,000
SS CONSTANTINE & HELEN CA MERRILLVILLE, INBUILDING FUND, 5K RUN,SCHOLARSHIPS,$27,405
ORTHODOX CHRISTIAN MISSION CENTER ST AUGUSTINE, FLANNUAL SUPPORT OF MINISTRIES$1,000
ST HELEN'S PHILOPTOCHOS SOCIETY MERRILLVILLE, INSUPPORT ST BASIL ACADEMY$500
SOJOURNER TRUTH HOUSE GARY, INHOMELESS SHELTER$1,000
GRACE BEYOND BORDERS EAST CHICAGO, INSUPPORT HOMELESS WOMEN & CHILDREN$5,000
HELLENIC COLLAGE & HOLY CROSS SCH BROOKLINE, MASUPPORT APPLEAL$1,000
SS CONSTANTINE & HELEN GREEK ORTHOD PALOS HILLS, ILSUPPORT METROPOLIS JR OLYMPICS$1,000
PEARLANN BITHOS JOLIET, ILMEMORIAL CONTRIBUTION$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM LOGOTHETISPRESIDENT0.7
MICHAEL J BERTASECRETARY/TR0.15
BESSIE PLOUTISBOARD MEMBER0.15
JOANN MASSOWBOARD MEMBER0.15
FR THEODORE POTERESBOARD MEMBER0.15

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Novak Family Foundation Inc?

Novak Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MERRILLVILLE, IN. It holds $1.2M in total assets as of 2024.

How large is Novak Family Foundation Inc?

As of 2024, Novak Family Foundation Inc holds $1.2M in total assets with $104K in annual revenue. It awarded 9 grants totaling $41K in 2024.

Where does Novak Family Foundation Inc operate?

Novak Family Foundation Inc has awarded grants in Florida, Illinois, Indiana, Massachusetts, Maryland, New Jersey, New York, Pennsylvania.

What size grants does Novak Family Foundation Inc award?

In 2024, Novak Family Foundation Inc awarded 9 grants totaling $41K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Novak Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Novak Family Foundation Inc reported a distributable amount of $68K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Novak Family Foundation Inc's EIN?

Novak Family Foundation Inc's EIN (Employer Identification Number) is 26-0177940. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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