Carrie J Loose Trust
The Carrie J Loose Trust is a private foundation based in Dallas, Texas. It supports charitable purposes in Kansas City, Missouri, including community improvement, education, health, human services, and research.
Carrie J Loose Trust at a glance
In short: Carrie J Loose Trust gave $897K across 19 grants in 2025 (avg $47K), mostly in Missouri. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $897,000
- +7.4% vs 2024
- Grants made (2025)
- 19
- +18.8% vs 2024
- Average grant
- $47,211
- -9.5% vs 2024
- Median grant
- $40,000
- Total assets
- $20,762,004
- +24.5% vs 2024
- New grantees (estimate)
- 32% first-time grantees (6 of 19, 2025; small sample)
- Primary geography
- Missouri (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Carrie J Loose Trust
- How to Apply
-
The filing describes guidelines and an online application available through the funder’s website. Awards are restricted to charitable purposes in Kansas City, Missouri. The program information says general operating and program support requests are considered, while capital support requests are not.
- Review Cycle
- June 30.
- Deadline
- June 30.
- Contact
Application contact: Tony Twyman - Bank Of America Na
Mailing address: 1200 Main St 13Th Fl, Kansas City, MO 64105-2100
Phone: (816) 292-4342
Email: mo.grantmaking@bofa.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Carrie J Loose Trust
Who Carrie J Loose Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cornerstones of Care ($100K). Together the top 10 received $700K.
Grant Size Distribution
83 grants across all recorded years
The most common grant size was in the $50–100K range: 38 grants of 83 (46%).
Geographic Focus
Where this funder awards grants
The trust’s stated grant purpose is charitable work in Kansas City, Missouri. In 2025, 86% of grant dollars went to recipients in Missouri, 8% to Kansas, 4% to Texas, and 2% to Illinois.
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is Carrie J Loose Trust open to new grantees?
32%
first-time grantees, 2025
In 2025, 6 of 19 grantees (32%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $26K; repeat grants $57K. How we count
Medians: $19K first-time, $55K repeat.
- 58% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−5%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $776K (2020) to $941K (2022). In 2025 it made 19 grants totaling $897K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cornerstones of Care Kansas City, MO | Unrestricted General | $100,000 |
| Veterans Community Project Kansas City, MO | Support Veterans Navigation | $100,000 |
| Bionexus - KC Kansas City, MO | Regional Strategic | $80,000 |
| Armour Oaks Senior Living Community Kansas City, MO | Support Benevolent Care | $75,000 |
| Jewish Family Services of Greater Kansas City Overland Park, KS | Social Work Supported Food | $75,000 |
| Rose Brooks Center Inc Kansas City, MO | Domestic Violence Emergency | $65,000 |
| Goodwill of Western Mo & Eastern KS Kansas City, MO | 2025 Goodwill Opportunity | $60,000 |
| First Call Alcoholdrug Prevention & Recovery Kansas City, MO | Unrestricted General | $55,000 |
| UNITED INNER CITY SERVICES dba EARLY Kansas City, MO | Unrestricted General | $50,000 |
| Hope Family Care Clinic Kansas City, MO | Unrestricted General | $40,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $20,762,004 | $5,175,844 | $1,097,899 | $897,000 | 19 | $956,757 | $5,063,284 | $979,033 |
| 2024 | $16,672,117 | $1,766,723 | $1,017,153 | $835,000 | 16 | $890,963 | $1,638,181 | $957,129 |
| 2023 | $15,940,306 | $418,636 | $1,010,403 | $856,000 | 16 | $906,414 | $323,119 | $881,613 |
| 2022 | $16,538,530 | $-446,684 | $1,092,630 | $941,391 | 15 | $992,228 | $246,275 | $906,477 |
| 2021 | $18,076,663 | $3,826,614 | $1,019,074 | $803,000 | 17 | $857,763 | $3,700,399 | $996,946 |
| 2020 | $15,248,708 | $1,299,661 | $923,088 | $776,223 | 15 | — | $1,209,301 | $850,161 |
| 2019 | $14,872,945 | $914,366 | $917,478 | $779,223 | 16 | — | $897,118 | $824,331 |
Under IRS private-foundation payout rules, Carrie J Loose Trust reported a distributable amount of $979K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust’s stated purpose is the furtherance and development of charitable, benevolent, hospital, infirmary, public, educational, scientific, literary, library, or research purposes in Kansas City, Missouri. Its grant program lists community improvement and capacity building, education, health, human services, and research. General operating and program support requests are considered; capital support requests are not.
Its 2025 grantees illustrate a range of supported work. Cornerstones of Care describes its mission as “partnering for safe and healthy communities.” Veterans Community Project says it combines wrap-around services and transitional housing for veterans. Rose Brooks Center says it works to break the cycle of domestic violence, and Literacy Kansas City says it advances literacy in the Kansas City metropolitan area through direct services, advocacy, and collaboration.
Grantmaking
In 2025, the trust made 19 grants totaling $897,000. Grant amounts ranged from $5,000 to $100,000, with a median of $40,000. Notable awards included $100,000 to Cornerstones of Care for unrestricted general support and $100,000 to Veterans Community Project for veterans navigation; $80,000 to BioNexus KC for regional strategic work; and $75,000 each to Armour Oaks Senior Living Community for benevolent care and Jewish Family Services of Greater Kansas City for social-work-supported food.
Other listed 2025 grants included $65,000 to Rose Brooks Center for domestic violence emergency support, $60,000 to Goodwill of Western Missouri & Eastern Kansas, $55,000 to First Call Alcohol/Drug Prevention & Recovery for unrestricted general support, $50,000 to United Inner City Services, and $40,000 to Hope Family Care Clinic, both for unrestricted general support. The trust also awarded $35,000 to the American Heart Association for medical support and $30,000 to Literacy Kansas City for unrestricted general support. Other 2025 recipients described in the available information include Mothers Refuge, which received $25,000, and Youth Guidance, which received $20,000.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
Carrie J Loose Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$135K (2021) → $148K (2025)
Former officers (1)
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $148K, to Bank of America (Trustee).
Frequently asked questions about Carrie J Loose Trust
How much does Carrie J Loose Trust give each year?
Carrie J Loose Trust gave $897K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $835K across 16 grants.
What is Carrie J Loose Trust's typical grant size?
Carrie J Loose Trust's median grant in 2025 was $40,000, and its average grant was $47,211, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Carrie J Loose Trust that year got $26K on average.
Where does Carrie J Loose Trust give grants?
Carrie J Loose Trust gives mostly in Missouri: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Kansas (8%). The most frequent recipient cities were Kansas City, MO (13 grants).
Does Carrie J Loose Trust give general operating support?
Yes: 42% of Carrie J Loose Trust's 2025 grants with a stated purpose (8 of 19) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Carrie J Loose Trust's largest grantees?
Carrie J Loose Trust's largest 2025 grantees include Cornerstones of Care ($100,000), Veterans Community Project ($100,000) and Bionexus - KC ($80,000), according to its 2025 IRS Form 990-PF. Together they received 31% of its itemized 2025 grant dollars.
How large is Carrie J Loose Trust?
Carrie J Loose Trust reported $20.8M in total assets on its 2025 IRS Form 990-PF. It paid out $957K in qualifying distributions that year, against a required minimum of $979K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Carrie J Loose Trust fund?
The trust’s stated purpose is the furtherance and development of charitable, benevolent, hospital, infirmary, public, educational, scientific, literary, library, or research purposes in Kansas City, Missouri. See mission & focus areas ↑
How do I apply for a grant from Carrie J Loose Trust?
The filing describes guidelines and an online application available through the funder’s website. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Carrie J Loose Trust's EIN?
Carrie J Loose Trust's EIN (Employer Identification Number) is 44-6009246. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 2, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 3, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). Carrie J Loose Trust funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/carrie-j-loose-trust-morg_c96f48f02d2e468d9ee098a135428314
BibTeX
@misc{grantable_446009246_2026,
author = {{Grantable}},
title = {{Carrie J Loose Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/carrie-j-loose-trust-morg_c96f48f02d2e468d9ee098a135428314},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Carrie J Loose Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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