Carrie J Loose Trust

DALLAS, TX EIN: 44-6009246

The Carrie J Loose Trust is an independent foundation established in 1927 under the will of Harry Wilson Loose. Based in Dallas, Texas, the trust operates as a grantmaking foundation with Bank of America, N.A. serving as trustee.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$835K

-2.5% YoY

Grant Count

16

+0.0% YoY

Avg Grant Size

$52K

-2.5% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust's mission is the furtherance and development of charitable, benevolent, hospital, infirmary, public, educational, scientific, literary, library, and research purposes in Kansas City, Missouri.

Primary funding areas include:

  • Medical research
  • Health
  • Human services
  • Education
  • Community improvement and capacity building

The trust also supports nonprofit human services, poverty alleviation, reproductive health, community development, community service projects, addiction and substance abuse initiatives, and nursing home services.

Grantmaking

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Geographic Focus

Where this funder awards grants

The trust primarily funds initiatives in Kansas City, Missouri.

Grant Distribution by State

3states

Cities

DALLASINDEPENDENCEKANSAS CITYOVERLAND PARK

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120192020202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$235K$471K$706K$941K16 grants201915 grants202015 grants202216 grants202316 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CORNERSTONES OF CARE$100KVETERANS COMMUNITY PROJECT$100KBIONEXIS - KC$100KWOMEN'S CHRISTIAN ASSOCI…$75KJEWISH FAMILY SERVICES O…$75KROSE BROOKS CENTER INC$70KGOODWILL OF WESTERN MO &…$60KUNITED INNER CITY SERVICES$50KFIRST CALL ALCOHOLDRUG P…$50KCOMMUNITY ASSISTANCE COU…$30K

Grant Size Distribution

78 grants across all recorded years

31<$50K39$50–100K8$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Carrie J Loose Trust

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$138K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$138,419

Contact Information

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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