Harry F Lose Testamentary Trust
Harry F Lose Testamentary Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.6M in total assets. In 2025, it awarded 1 grant totaling $399K. Net investment income was $670K.
Harry F Lose Testamentary Trust at a glance
In short: Harry F Lose Testamentary Trust gave $399K across 1 grant in 2025 (avg $399K), mostly in Kansas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $399,353
- -11.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $399,353
- -11.7% vs 2024
- Median grant
- $399,353
- Total assets
- $6,646,207
- +3.7% vs 2024
- Primary geography
- Kansas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Harry F Lose Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Kansas University Endowment Association ($399K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Harry F Lose Testamentary Trust gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $311K (2023) to $452K (2024). In 2025 it made 1 grant totaling $399K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kansas University Endowment Association Lawrence, KS | Scholarships to School of | $399,353 |
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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 | $6,646,207 | $726,597 | $490,403 | $399,353 | 1 | $425,055 | $670,222 | $453,458 |
| 2024 | $6,408,198 | $715,177 | $527,434 | $452,336 | 1 | $476,252 | $664,016 | $429,043 |
| 2023 | $6,227,060 | $238,001 | $371,570 | $311,290 | 1 | $330,813 | $197,241 | $386,265 |
| 2022 | $6,363,011 | $-120,809 | $521,272 | $440,512 | 1 | $459,494 | $106,105 | $396,952 |
| 2021 | $7,004,932 | $1,489,321 | $448,561 | $384,863 | 1 | $405,620 | $1,438,725 | $434,247 |
| 2020 | $5,955,635 | $509,940 | $453,956 | $374,744 | 1 | — | $466,889 | $377,089 |
| 2019 | $5,885,312 | $717,492 | $380,977 | $320,716 | 1 | — | $699,429 | $360,952 |
Under IRS private-foundation payout rules, Harry F Lose Testamentary Trust reported a distributable amount of $453K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Harry F Lose Testamentary 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
$46K (2021) → $51K (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 $51K, to Bank of America (Trustee).
Frequently asked questions about Harry F Lose Testamentary Trust
How much does Harry F Lose Testamentary Trust give each year?
Harry F Lose Testamentary Trust gave $399K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $452K across 1 grant.
How large is Harry F Lose Testamentary Trust?
Harry F Lose Testamentary Trust reported $6.6M in total assets on its 2025 IRS Form 990-PF. It paid out $425K in qualifying distributions that year, against a required minimum of $453K (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.
Where does Harry F Lose Testamentary Trust operate?
Harry F Lose Testamentary Trust has awarded grants in Kansas.
What is Harry F Lose Testamentary Trust's EIN?
Harry F Lose Testamentary Trust's EIN (Employer Identification Number) is 48-6313319. 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.
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 May 21, 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 March 22, 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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