Lopiekes Family Memorial Trust

OGUNQUIT, ME EIN: 85-6788425

Lopiekes Family Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OGUNQUIT, ME. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 1 grants totaling $61K. Net investment income was $67K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

+2.2% YoY

Annual Giving

$61K

+24733.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$61K

+24733.7% YoY

Under IRS private-foundation payout rules, Lopiekes Family Memorial Trust reported a distributable amount of $135K for 2024 — the minimum it must pay out in qualifying distributions.

About Lopiekes Family Memorial Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Ready to take the next step with Lopiekes Family Memorial Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $61K (100%)

States

Massachusetts

Cities

Bridgewater

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,779,081	$2,719,715	$564,101
Revenue	$70,898	$2,159,261	$564,836
Expenses	$64,707	$7,073	$1,235
Qualifying Distributions	$64,111	$7,068	$1,235
Net Investment Income	$67,079	$39,439	$369
Distributable Amount	$134,697	$71,006	$1,176

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Town of Bridgewater ($61,091).

Recipient	Purpose	Amount
TOWN OF BRIDGEWATER BRIDGEWATER, MA	ARTS AND CULTURAL	$61,091

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PETER KAUFMAN	TRUSTEE	5	—
CATHERINE BAKER	TRUSTEE	1	—
BRYAN BLUNDELL	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Lopiekes Family Memorial Trust?

Lopiekes Family Memorial Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OGUNQUIT, ME. It holds $2.8M in total assets as of 2024.

How large is Lopiekes Family Memorial Trust?

As of 2024, Lopiekes Family Memorial Trust holds $2.8M in total assets with $71K in annual revenue. It awarded 1 grants totaling $61K in 2024.

Where does Lopiekes Family Memorial Trust operate?

Lopiekes Family Memorial Trust has awarded grants in Massachusetts.

What size grants does Lopiekes Family Memorial Trust award?

In 2024, Lopiekes Family Memorial Trust awarded 1 grants totaling $61K — an average of about $61K per grant, based on its IRS Form 990 filings.

How much is Lopiekes Family Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lopiekes Family Memorial Trust reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lopiekes Family Memorial Trust's EIN?

Lopiekes Family Memorial Trust's EIN (Employer Identification Number) is 85-6788425. IRS Form 990 filing data is available on this page for 2021–2024.