The Losam Fund
The Losam Fund is a private foundation focused on Education, based in Milwaukee, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $430K in total assets. In 2024, it awarded 1 grant totaling $60K. Net investment income was $39K.
The Losam Fund at a glance
In short: The Losam Fund gave $60K across 1 grant in 2024 (avg $60K), mostly in Wisconsin. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $59,800
- +113.6% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $59,800
- +113.6% vs 2023
- Median grant
- $59,800
- Total assets
- $429,502
- -11.1% 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 The Losam Fund funds
How this funder distributes its grants
Grant Size Distribution
176 grants across all recorded years
The most common grant size was under $50K: 175 grants of 176 (99%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The Losam Fund gives
- Giving held roughly steady from 2021 to 2024 (+1%). Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). 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 $28K (2023) to $60K (2024). In 2024 it made 1 grant totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached List Milwaukee, WI | General Operating | $59,800 |
Ready to take the next step with The Losam Fund?
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 | $429,502 | $44,336 | $68,581 | $59,800 | 1 | $65,503 | $39,454 | $58,553 |
| 2023 | $483,288 | $16,254 | $28,325 | $28,000 | 1 | $28,041 | $14,557 | $53,180 |
| 2022 | $517,678 | $33,647 | $59,667 | $52,200 | 58 | $52,200 | $31,380 | $53,720 |
| 2021 | $527,998 | $71,142 | $64,214 | $59,000 | 55 | $59,000 | $70,143 | $55,901 |
| 2020 | $530,470 | $35,834 | $56,860 | $53,850 | 61 | — | $35,574 | $43,278 |
Under IRS private-foundation payout rules, The Losam Fund reported a distributable amount of $59K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Losam Fund is led by L. Kelly Walker, President since 2021 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
L. Kelly Walker
President
Vice President → President, 2021
On filings since 2020
1 hr/week
No compensation reported
Samuel W. Lambert III
Assistant Treasurer
President → Assistant Treasurer, 2021
On filings since 2020
1 hr/week
No compensation reported
Samuel Wm Lambert
Vice President
Treasurer → Vice President, 2021
On filings since 2020
1 hr/week
No compensation reported
Sarah H. Lambert Dolan
Secretary
On filings since 2020
1 hr/week
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 The Losam Fund
How much does The Losam Fund give each year?
The Losam Fund gave $60K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $28K across 1 grant.
How large is The Losam Fund?
The Losam Fund reported $430K in total assets on its 2024 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $59K (roughly 5% of its investment assets).
What is The Losam Fund?
The Losam Fund is a private foundation focused on Education, based in Milwaukee, WI. It holds $430K in total assets as of 2024.
Where does The Losam Fund operate?
The Losam Fund has awarded grants in Alabama, California, Colorado, Connecticut, Georgia, Massachusetts, Maine, New Jersey, New York, Ohio, Oregon, Tennessee, Virginia, Vermont, Wisconsin.
What is The Losam Fund's EIN?
The Losam Fund's EIN (Employer Identification Number) is 22-6106583. 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
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Losam Fund's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Wisconsin
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
Princeton Area Community Foundation Inc
Princeton, NJ
The foundation supports nonprofits and community programs in areas such as basic needs, education, health, housing, arts, and the environment, with competitive grants focused on under-resourced communities and women and girls. Its 2024 grants had a median of $15,000, and its discretionary grantmaking primarily serves Mercer County and nearby parts of New Jersey and eastern Bucks County, Pennsylvania. The profile describes competitive programs but does not state whether unsolicited requests are accepted.
Assets
$279.6M
Grants
515
Total Given
$31.3M
Maine Community Foundation Inc
Ellsworth, ME
Maine Community Foundation supports nonprofits and communities in Maine through grants for areas such as community building, arts, land and water, housing, and equity, as well as scholarships. Its 2024 grants had a median amount of $17,500, though awards varied widely. The profile describes online applications for competitive grants but does not state whether unsolicited requests are accepted.
Assets
$807.6M
Grants
1,161
Total Given
$57.6M
The Robert Wood Johnson Foundation
Princeton, NJ
The Robert Wood Johnson Foundation funds efforts to improve health and health equity in the United States, including systems change addressing structural barriers to health. In 2024, its grants ranged from $125 to $12.15 million, with a median of $40,000. It typically funds through targeted programs and partnerships; whether it accepts unsolicited requests is not stated.
Assets
$13.4B
Grants
3,093
Total Given
$622.6M
Thrivent Charitable Impact & Investing
Appleton, WI
Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.
Assets
$939.7M
Grants
2,565
Total Given
$84.6M
Alliant Energy Foundation Inc
Madison, WI
Assets
$28.5M
Grants
929
Total Given
$2.4M
More similar funders
More Funders in Wisconsin
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Losam Fund'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.
The Losam Fund down — hundreds of funders to go?