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Nonprofit · EIN 43-6099972

STANLEY AND LUCY LOPATA FOUNDATION

Tax-exempt · SAINT LOUIS, MO 63141

Financials

$595K$757K2023$1.1M$749K2024$696K$866K2025
Revenue Expenses · by fiscal year end
Financials of STANLEY AND LUCY LOPATA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$696,172$866,195-$170,023$6,573,768$0$6,573,768
December 31, 2024990-PF$1,086,252$749,309$336,943$6,743,791$0$6,743,791
December 31, 2023990-PF$595,017$757,329-$162,312$6,406,848$0$6,406,848
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$319,774
Interest
$41
Net gain from sales of assets
$376,110
Other income
$247

Expenses

Grants and similar amounts paid
$748,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$751,200
Excise tax on investment income
$8,366

Balance sheet and other

Total assets, start of year
$6,743,791
Total assets, end of year
$6,573,768
Total liabilities, end of year
$0
Net assets, end of year
$6,573,768
Fair market value of assets
$17,079,870
Qualifying distributions
$751,200
Net investment income
$696,172

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LUSETTE SMITH
1750 16TH STREET NW APT 73, WASHINGTON, DC 20009
TRUSTEE1$0
ROGER LOPATA
31 PRICE AVE, NARBERTH, PA 19072
TRUSTEE5$0
SHANNON LOPATA KASTOR
7401 KINGSBURY BLVD, ST LOUIS, MO 63130
TRUSTEE1$0
CHRISTOPHER LOPATA
529 W 113TH ST APT 2, NEW YORK, NY 10025
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
LUSETTE SMITH
1750 16TH STREET NW APT 73, WASHINGTON, DC 20009
TRUSTEE1$0
ROGER LOPATA
31 PRICE AVE, NARBERTH, PA 19072
TRUSTEE5$0
SHANNON LOPATA KASTOR
7401 KINGSBURY BLVD, ST LOUIS, MO 63130
TRUSTEE1$0
CHRISTOPHER LOPATA
529 W 113TH ST APT 2, NEW YORK, NY 10025
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LUSETTE SMITH
1750 16TH STREET NW APT 73, WASHINGTON, DC 20009
TRUSTEE1$0
ROGER LOPATA
31 PRICE AVE, NARBERTH, PA 19072
TRUSTEE5$0
SHANNON LOPATA KASTOR
7401 KINGSBURY BLVD, ST LOUIS, MO 63130
TRUSTEE1$0
CHRISTOPHER LOPATA
529 W 113TH ST APT 2, NEW YORK, NY 10025
TRUSTEE1$0

Address and contacts

Address (IRS master file)
600 MASON RIDGE CENTER DR STE 100, SAINT LOUIS, MO 63141-8572
In care of
% LOPATA FLEGEL & CO LLP
Signed the 990-PF
ROGER LOPATA, OFFICER
Phone
(314) 514-8881
Return prepared by
LOPATA FLEGEL & COMPANY LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-6099972
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
1969
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,573,768
Income (IRS master file)
$902,347

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$696,172$866,195$6,573,768XML
990-PFDecember 2024$1,086,252$749,309$6,743,791XML
990-PFDecember 2023$595,017$757,329$6,406,848XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 43-6099972).

Questions about STANLEY AND LUCY LOPATA FOUNDATION

What is the EIN of STANLEY AND LUCY LOPATA FOUNDATION?
The employer identification number (EIN) of STANLEY AND LUCY LOPATA FOUNDATION is 43-6099972.
Is STANLEY AND LUCY LOPATA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
Are donations to STANLEY AND LUCY LOPATA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STANLEY AND LUCY LOPATA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STANLEY AND LUCY LOPATA FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STANLEY AND LUCY LOPATA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of STANLEY AND LUCY LOPATA FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does STANLEY AND LUCY LOPATA FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $696,172, expenses of $866,195 and total assets of $6,573,768 at year end.

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