Nonprofit · EIN 04-6768027
JOSEPH NOVAKOFF CHARITABLE FOUNDATION
Also known as NOVAKOFF JOSEPH ET AL TTEES
Tax-exempt · WESTON, MA 02493
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $11,061 | $34,312 | -$23,251 | $233,347 | $0 | $233,347 |
| September 30, 2024 | 990-PF | $13,941 | $28,899 | -$14,958 | $256,598 | $0 | $256,598 |
| September 30, 2023 | 990-PF | $11,831 | $24,863 | -$13,032 | $271,556 | $0 | $271,556 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,384
- Interest
- $9,677
Expenses
- Grants and similar amounts paid
- $31,327
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $34,312
- Excise tax on investment income
- $154
Balance sheet and other
- Total assets, start of year
- $256,598
- Total assets, end of year
- $233,347
- Total liabilities, end of year
- $0
- Net assets, end of year
- $233,347
- Fair market value of assets
- $234,720
- Qualifying distributions
- $34,312
- Net investment income
- $11,061
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN NOVAKOFF 208 HIGHLAND STREET, WESTON, MA 02493 | TRUSTEE | 1 | $0 |
| STEPHEN NOVAKOFF 8525 N SENDERO TRES M, PARADISE VALLEY, AZ 85253 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN NOVAKOFF 208 HIGHLAND STREET, WESTON, MA 02493 | TRUSTEE | 1 | $0 |
| STEPHEN NOVAKOFF 8525 N SENDERO TRES M, PARADISE VALLEY, AZ 85253 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN NOVAKOFF 208 HIGHLAND STREET, WESTON, MA 02493 | TRUSTEE | 1 | $0 |
| STEPHEN NOVAKOFF 8525 N SENDERO TRES M, PARADISE VALLEY, AZ 85253 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 208 HIGHLAND ST, WESTON, MA 02493-1112
- Signed the 990-PF
- KAREN NOVAKOFF, TRUSTEE
- Phone
- (617) 775-3221
- Return prepared by
- WALTER SHUFFAIN ADVISORS INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6768027
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T60J)
- Assets (IRS master file)
- $233,347
- Income (IRS master file)
- $11,061
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $11,061 | $34,312 | $233,347 | XML |
| 990-PF | September 2024 | $13,941 | $28,899 | $256,598 | XML |
| 990-PF | September 2023 | $11,831 | $24,863 | $271,556 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6768027).
Questions about JOSEPH NOVAKOFF CHARITABLE FOUNDATION
- What is the EIN of JOSEPH NOVAKOFF CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOSEPH NOVAKOFF CHARITABLE FOUNDATION is 04-6768027.
- Is JOSEPH NOVAKOFF CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to JOSEPH NOVAKOFF CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH NOVAKOFF CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH NOVAKOFF CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH NOVAKOFF CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOSEPH NOVAKOFF CHARITABLE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOSEPH NOVAKOFF CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $11,061, expenses of $34,312 and total assets of $233,347 at year end.
Other nonprofits in WESTON
- TRAQUINA FAMILY FOUNDATION EIN 83-2756538 · last filed 990-PF for 2024
- PAUL AND JOANNE EGERMAN FAMILY CHARITABLE FOUNDATION EIN 04-6835621 · last filed 990-PF for 2025
- JAMES M RABB CHARITABLE TRUST EIN 38-7032850 · last filed 990-PF for 2024
- TUFTE CHARITABLE FOUNDATION EIN 04-6867040 · last filed 990-PF for 2024
- INNER SPARK FOUNDATION EIN 20-5702918 · last filed 990-PF for 2025
- ILENE BEAL CHARITABLE FDN EIN 47-7387821 · last filed 990-PF for 2024
- GILDEA FAMILY FOUNDATION EIN 80-0660362 · last filed 990-PF for 2026
- RISOR FOUNDATION EIN 13-7113387 · last filed 990-PF for 2025
All nonprofits in WESTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations