Helen C & Curtis B Locke Charitable Trust
Helen C & Curtis B Locke Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 8 grants totaling $115K. Net investment income was $1.3M.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.6M
+80.0% YoY
Annual Giving
$115K
-2.1% YoY
Grant Count
8
-11.1% YoY
Avg Grant Size
$14K
+10.1% YoY
Under IRS private-foundation payout rules, Helen C & Curtis B Locke Charitable Trust reported a distributable amount of $117K for 2025 — the minimum it must pay out in qualifying distributions.
About Helen C & Curtis B Locke Charitable Trust
Based on IRS filings
Helen C & Curtis B Locke Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 8 grants totaling $115K. Net investment income was $1.3M.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,585,941 | $1,436,369 | $1,456,099 |
| Revenue | $1,303,258 | $132,029 | $45,531 |
| Expenses | $153,690 | $151,758 | $150,964 |
| Qualifying Distributions | $133,093 | $134,871 | $133,588 |
| Net Investment Income | $1,285,258 | $115,188 | $43,584 |
| Distributable Amount | $116,536 | $125,469 | $117,946 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Lamar University Foundation Inc ($50,000), Trinity United Methodist Church Fdn ($30,000), Symphony of Southeast Texas Inc ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LAMAR UNIVERSITY FOUNDATION INC BEAUMONT, TX | UNRESTRICTED GENERAL | $50,000 |
| SYMPHONY OF SOUTHEAST TEXAS INC BEAUMONT, TX | UNRESTRICTED GENERAL | $10,000 |
| RECOVERY COUNCIL OF SOUTHEAST TX BEAUMONT, TX | UNRESTRICTED GENERAL | $2,500 |
| BEAUMONT COMMUNITY PLAYERS BEAUMONT, TX | UNRESTRICTED GENERAL | $2,500 |
| ART MUSEUM OF SOUTHEAST TEXAS BEAUMONT, TX | UNRESTRICTED GENERAL | $10,000 |
| TRINITY UNITED METHODIST CHURCH FDN BEAUMONT, TX | UNRESTRICTED GENERAL | $30,000 |
| ANAYAT HOUSE INC BEAUMONT, TX | UNRESTRICTED GENERAL | $2,500 |
| JULIE ROGERS PROGRAM BEAUMONT, TX | UNRESTRICTED GENERAL | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $27,002 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen C & Curtis B Locke Charitable Trust?
Helen C & Curtis B Locke Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.6M in total assets as of 2025.
How large is Helen C & Curtis B Locke Charitable Trust?
As of 2025, Helen C & Curtis B Locke Charitable Trust holds $2.6M in total assets with $1.3M in annual revenue. It awarded 8 grants totaling $115K in 2025.
Where does Helen C & Curtis B Locke Charitable Trust operate?
Helen C & Curtis B Locke Charitable Trust has awarded grants in Texas.
What size grants does Helen C & Curtis B Locke Charitable Trust award?
In 2025, Helen C & Curtis B Locke Charitable Trust awarded 8 grants totaling $115K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Helen C & Curtis B Locke Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen C & Curtis B Locke Charitable Trust reported a distributable amount of $117K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen C & Curtis B Locke Charitable Trust's EIN?
Helen C & Curtis B Locke Charitable Trust's EIN (Employer Identification Number) is 59-7280224. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Helen C & Curtis B Locke Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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