Harry F Lose Testamentary Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1995, with $726,597 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$727K
▲ 1.6% vs prior year
Philanthropy median: $168K
Expenses (FY2025)
$490K
Net assets
$6.6M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Harry F Lose Testamentary Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Harry F Lose Testamentary Trust: 163 mo reserves · +33% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Harry F Lose Testamentary Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Harry F Lose Testamentary Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $516K (FY2018) to $727K (FY2025) across 8 reported years.
Financial snapshot
Operating margin
32.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$6.6M
Total liabilities
$0
Net assets
$6.6M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $726,597▲1.6% | $490,403▼7.0% | $6,646,207▲3.7% | $6,646,207▲3.7% | 990PF |
| 2024 | $715,177▲200% | $527,434▲41.9% | $6,408,198▲2.9% | $6,408,198▲2.9% | 990PF |
| 2023 | $238,001▲297% | $371,570▼28.7% | $6,227,060▼2.1% | $6,227,060▼2.1% | 990PF |
| 2022 | -$120,809▼108% | $521,272▲16.2% | $6,363,011▼9.2% | $6,363,011▼9.2% | 990PF |
| 2021 | $1,489,321▲192% | $448,561▼1.2% | $7,004,932▲17.6% | $7,004,932▲17.6% | 990PF |
| 2020 | $509,940▼28.9% | $453,956▲19.2% | $5,955,635▲1.2% | $5,955,635▲1.2% | 990PF |
| 2019 | $717,492▲39.0% | $380,977▼10.0% | $5,885,312▲4.8% | $5,885,312▲4.8% | 990PF |
| 2018 | $516,036 | $423,406 | $5,616,700 | $5,616,700 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Harry F Lose Testamentary Trust (EIN 48-6313319) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.