Harry F Lose Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 1 grants totaling $452K. Net investment income was $664K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.4M
+2.9% YoY
Annual Giving
$452K
+45.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$452K
+45.3% YoY
About Harry F Lose Testamentary Trust
Based on IRS filings
Harry F Lose Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 1 grants totaling $452K. Net investment income was $664K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,408,198 | $6,227,060 | $6,363,011 |
| Revenue | $715,177 | $238,001 | $-120,809 |
| Expenses | $527,434 | $371,570 | $521,272 |
| Qualifying Distributions | $476,252 | $330,813 | $459,494 |
| Net Investment Income | $664,016 | $197,241 | $106,105 |
| Distributable Amount | $429,043 | $386,265 | $396,952 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $48,682 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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