2024-10-01T09:31:38-04:00 2023-12-31 383646247 BIKOS & ASSOCIATES CPA PC 99 E 86TH AVE STE E1 MERRILLVILLE IN 464105663 990PF 2023-01-01 260177940 NOVAK FAMILY FOUNDATION INC NOVA 2197692481 8000 MADISON ST MERRILLVILLE IN 46410 WILLIAM LOGOTHETIS PRESIDENT 2197692481 2024-09-02 true true BILL M BIKOS CPA P00104914 2197696981 2024-10-01 2023 2024-10-15 13:58:12Z X 1161591 X X 8994 8994 16884 16884 17354 726574 15593 43232 41471 550 550 785 785 5533 5533 6868 0 6868 55118 55118 61986 0 61986 -18754 41471 290421 297630 297638 848727 822764 863953 1139148 1120394 1161591 0 X 1357593 1357593 -218445 -237199 1139148 1120394 1139148 1120394 1139148 -18754 1120394 1120394 15593 576 576 576 X 33 609 false false false false false false false true true IN true false false false false true NOVAKFAMILYFOUNDATION.ORG WILLIAM LOGOTHETIS 2197692481 8000 MADISON ST MERRILLVILLE IN 46410 false false false false false false false false false false false false false true false false false false false false false WILLIAM LOGOTHETIS 5246 E 107TH PLACE CROWN POINT IN 46307 PRESIDENT 0.70 0 0 0 MICHAEL J BERTA 59 LEVANNO DRIVE CROWN POINT IN 46307 SECRETARY 0.15 0 0 0 BESSIE PLOUTIS 861 PINGEL PLACE CROWN POINT IN 46307 DIRECTOR 0.15 0 0 0 JOANN MASSOW 1722 W 93RD CT CROWN POINT IN 46307 DIRECTOR 0.15 0 0 0 FR THEODORE POTERES 1234 KNIGHTHOOD DRIVE DYER IN 46311 DIRECTOR 0.15 0 0 0 NONE NONE SS CONSTANTINE & HELEN GREEK ORTHODOX CATHEDRAL - BUILDING FUND, GOLF OUTING, HARVEST FOR THE HUNGRY/KIDS 4 KIDS,SCHOLARSHIPS, GOYA, SPAGHETTI DINNER,FALL FEST SPONSOR AND FOOD PANTRY. 41118 GRACE BEYOND BORDERS - SUPPORT FOR EMERGENCY TRANSITIONAL MISSION FOR HOMELESS WOMEN AND CHILDREN 5000 FR ANGELO ARTEMAS APPEAL - MEDICAL EXPENSES 3000 SOJOURNER TRUTH HOUSE MINISTRY FOR AT-RISK AND HOMELESS WOMEN AND CHILDREN 1000 N/A 1120595 82101 0 1202696 1202696 18040 1184656 59233 59233 576 576 58657 58657 58657 61986 61986 58657 2643 2643 61986 58657 3329 5972 0 5972 2643 3329 X ST IAKOVOS RETREAT CENTE 40 E BURTON PLACE CHICAGO IL 60610 NC ANNUAL SUPPORT 1000 SS CONSTANTINE & HELEN CA 8000 MADISON ST MERRILLVILLE IN 46410 NC BUILDING FUND, 5K RUN,SCHOLARSHIPS, 41118 ORTHODOX CHRISTIAN MISSION CENTER 220 MASON MANATEE WAY ST AUGUSTINE FL 32086 NC ANNUAL SUPPORT OF MINISTRIES 1000 ST HELEN'S PHILOPTOCHOS SOCIETY 8000 MADISON ST MERRILLVILLE IN 46410 NC SUPPORT ST BASIL ACADEMY 500 SOJOURNER TRUTH HOUSE 410 W 13TH AVE GARY IN 46407 NC HOMELESS SHELTER 1000 GRACE BEYOND BORDERS PO BOX 927 EAST CHICAGO IN 46312 SUPPORT HOMELESS WOMEN & CHILDREN 5000 FR ANGELO ARTEMAS APPEAL 13 CEDARWOOD TERRACE WOODLAND PARK NJ 07424 MEDICAL SUPPORT 3000 ORTHODOX VOLUNTEER CORPS PO BOX 5391 PITTSBURGH PA 15206 SUPPORT YOUTH MINISTRY 1500 INTERNATIONAL ORTHODOX CHRISTIAN CH 110 WEST ROAD SUITE 360 BALTIMORE MD 21204 EARTHQUAKE RELIEF 1000 55118 8994 16884 17354 43232 43232 3 PROVIDES GRANTS FOR PHILANTHROPIC PURPOSES. 4 IT IS THE INTENT TO DISTRIBUTE ALL ALLOWABLE EARNINGS 8 EACH YEAR AS DESCRIBED IN THE FOUNDATION'S BYLAWS. false false false false false false false false false false ACCOUNTING FEE 550 550 145000 BANK OF INDIA NEW YORK 2023-01 PURCHASE 2023-07 145000 145000 140000 BEAL BANK USA 2023-02 PURCHASE 2023-08 140000 140000 140000 MIDFIRST BANK 2022-10 PURCHASE 2023-02 140000 140000 34.296 T ROWE PRICE BLUE CHIP PURCHASE 2023-05 4341 3802 539 145000 SANTANDER BANK 2022-10 PURCHASE 2023-01 145000 145000 495.868 AMERICAN BALANCED FUND 2019-05 PURCHASE 2023-06 15000 13319 1681 75.643 FIDELITY ADVISOR HEALTH CARE 2015-07 PURCHASE 2023-06 5000 3824 1176 117.952 NEUBERGER BERMAN LARGE CAP 2022-05 PURCHASE 2023-06 5000 5068 -68 93.388 PARNASSUS CORE EQUITY FUND 2019-05 PURCHASE 2023-06 5000 4198 802 626.105 T ROWE PRICE BLUE CHIP PURCHASE 2023-05 79240 79550 -310 125.957 VANGUARD WELLESLEY INCOME 2013-11 PURCHASE 2023-03 7400 7723 -323 252.908 VANGUARD WELLESLEY INCOME 2013-11 PURCHASE 2023-06 15000 15508 -508 84.545 VIRTUS ZEVENBERGEN TECHNOLOGY 2019-05 PURCHASE 2023-06 5000 6228 -1228 SECURITIES HELD IN RAYMOND JAMES A/C 822764 3964.846 AMERICAN BALANCED FUND 126717 1068.396 FEDERATED HERMES KAUFMAN 50856 1092.439 FIDELITY ADVISOR HEALTH 72909 2320.426 PARNASSUS CORE EQUITY 127879 1570.530 JENSEN QUALITYGROWTH FUND 92787 3809.021 VANGUARD WELLESLEY INCOME 230179 1351.314 VIRTUS ZEVENBERGEN TECH FUN 89930 1761.484 NEUBERGER BERMAN LARGE CAP 72696 EXPENSES INVESTMENT FEES 5533 5533 TAXES 785 785