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Nonprofit · EIN 82-6104083

KOPEK FAMILY FOUNDATION TTEE

Also known as KOPEK WALTER TTEE

Tax-exempt · BURLINGTON, MA 01803

Financials

$10K$21K2022$13K$17K2023$22K$16K2024
Revenue Expenses · by fiscal year end
Financials of KOPEK FAMILY FOUNDATION TTEE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$22,279$16,250$6,029$199,517$0$199,517
October 31, 2024990-PF$12,891$16,778-$3,887$193,488$0$193,488
October 31, 2023990-PF$9,695$21,260-$11,565$197,375$0$197,375
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$5,590
Interest
$4
Net gain from sales of assets
$16,685

Expenses

Grants and similar amounts paid
$7,385
Disbursements for charitable purposes
$7,385
Excise tax on investment income
$21

Balance sheet and other

Total assets, start of year
$193,488
Total assets, end of year
$199,517
Total liabilities, end of year
$0
Net assets, end of year
$199,517
Fair market value of assets
$291,881
Qualifying distributions
$7,385
Net investment income
$10,367

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALBERT KOPEK
17 HERSAM STREET, 17 HERSAM STREET, STONEHAM, MA 02180
TRUSTEE0$0
CATHERINE KOPEK
17 HERSAM STREET, 17 HERSAM STREET, STONEHAM, MA 02180
TRUSTEE0$0
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
ALBERT KOPEK
17 HERSAM STREET, 17 HERSAM STREET, STONEHAM, MA 02180
TRUSTEE0$0
CATHERINE KOPEK
17 HERSAM STREET, 17 HERSAM STREET, STONEHAM, MA 02180
TRUSTEE0$0
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
ALBERT KOPEK
17 HERSAM STREET, 17 HERSAM STREET, STONEHAM, MA 02180
TRUSTEE0$0
CATHERINE KOPEK
17 HERSAM STREET, 17 HERSAM STREET, STONEHAM, MA 02180
TRUSTEE0$0

Address and contacts

Address (IRS master file)
4 SPRING VALLEY RD, BURLINGTON, MA 01803-1822
In care of
% WALTER KOPEK
Signed the 990-PF
ALBERT KOPEK, TRUSTEE
Phone
(781) 438-2142
Return prepared by
TAX & BUSINESS SERVICES OF NE

What it must file and when

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

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
82-6104083
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
2005
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$199,517
Income (IRS master file)
$68,429

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$22,279$16,250$199,517XML
990-TOctober 2025–––IRS
990-PFOctober 2024$12,891$16,778$193,488XML
990-TOctober 2024–––IRS
990-PFOctober 2023$9,695$21,260$197,375XML
990-TOctober 2023–––IRS
990-PFOctober 2022–––IRS
990-TOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 82-6104083).

Questions about KOPEK FAMILY FOUNDATION TTEE

What is the EIN of KOPEK FAMILY FOUNDATION TTEE?
The employer identification number (EIN) of KOPEK FAMILY FOUNDATION TTEE is 82-6104083.
Is KOPEK FAMILY FOUNDATION TTEE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to KOPEK FAMILY FOUNDATION TTEE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KOPEK FAMILY FOUNDATION TTEE file?
Form 990-PF. Private foundations file every year.
When is the next return of KOPEK FAMILY FOUNDATION TTEE due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KOPEK FAMILY FOUNDATION TTEE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of KOPEK FAMILY FOUNDATION TTEE?
The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does KOPEK FAMILY FOUNDATION TTEE have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $22,279, expenses of $16,250 and total assets of $199,517 at year end.

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