CJ Lomas Recovery Foundation
CJ Lomas Recovery Foundation is a private foundation, based in Franklin, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30K in total assets. In 2024, it awarded 9 grants totaling $57K.
CJ Lomas Recovery Foundation at a glance
In short: CJ Lomas Recovery Foundation gave $57K across 9 grants in 2024 (avg $6K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $56,630
- -18.2% vs 2023
- Grants made (2024)
- 9
- -25.0% vs 2023
- Average grant
- $6,292
- +9.1% vs 2023
- Median grant
- $1,350
- Total assets
- $29,713
- +49.9% vs 2023
- Primary geography
- Wisconsin (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who CJ Lomas Recovery Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Oxford House ($26K). Together the top 9 received $57K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
States
Cities
How CJ Lomas Recovery Foundation gives
- Giving grew 46% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $11K (2020) to $69K (2023). In 2024 it made 9 grants totaling $57K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oxford House Milwaukee, WI | Assist with Addiction Treatment | $25,975 |
| Savich House West Milwaukee, WI | Assist with Addiction Treatment | $13,230 |
| 3 Rivers Recovery Waukesha, WI | Assist with Addiction Treatment | $11,000 |
| Schaefer Counseling Oshkosh, WI | Assist with Addiction Treatment | $3,200 |
| Terry Fritz Memorial Menomonee Falls, WI | Assist with Addiction Treatment | $1,350 |
| Dewey Center Wauwatosa, WI | Assist with Addiction Treatment | $575 |
| 4D Sober Living Milwaukee, WI | Assist with Addiction Treatment | $500 |
| Megan Kellyfoundation Kimberly, WI | Assist with Addiction Treatment | $500 |
| Pass It on Milwaukee, WI | Assist with Addiction Treatment | $300 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $29,713 | $89,336 | $79,449 | $56,630 | 9 | $56,630 | — | — |
| 2023 | $19,827 | $59,118 | $87,787 | $69,202 | 12 | $69,202 | — | — |
| 2022 | $48,495 | $70,294 | $46,671 | $24,089 | 8 | $24,089 | $16 | — |
| 2021 | $24,894 | $40,625 | $57,061 | $38,715 | 8 | $38,715 | $15 | — |
| 2020 | $41,330 | $18,328 | $12,158 | $10,700 | 4 | — | $43 | $1,871 |
Leadership & Key People
Officers and directors from IRS filings
CJ Lomas Recovery Foundation is led by Patti Lomas, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Patti Lomas
President
On filings since 2020
No compensation reported
Charles H. Lomas Jr.
Vice President
On filings since 2020
No compensation reported
Mary Beth Steffaens
Treasurer
On filings since 2020
No compensation reported
Susan Calvanico
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about CJ Lomas Recovery Foundation
How much does CJ Lomas Recovery Foundation give each year?
CJ Lomas Recovery Foundation gave $57K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $69K across 12 grants.
What is CJ Lomas Recovery Foundation's typical grant size?
CJ Lomas Recovery Foundation's median grant in 2024 was $1,350, and its average grant was $6,292, across 9 grants on its 2024 IRS Form 990-PF.
Where does CJ Lomas Recovery Foundation give grants?
CJ Lomas Recovery Foundation gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Milwaukee, WI (3 grants).
Does CJ Lomas Recovery Foundation give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on CJ Lomas Recovery Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Assist with Addiction Treatment" (9 grants).
Who are CJ Lomas Recovery Foundation's largest grantees?
CJ Lomas Recovery Foundation's largest 2024 grantees include Oxford House ($25,975), Savich House ($13,230) and 3 Rivers Recovery ($11,000), according to its 2024 IRS Form 990-PF. Together they received 89% of its itemized 2024 grant dollars.
How large is CJ Lomas Recovery Foundation?
CJ Lomas Recovery Foundation reported $30K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $89K.
What is CJ Lomas Recovery Foundation's EIN?
CJ Lomas Recovery Foundation's EIN (Employer Identification Number) is 36-4729463. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
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