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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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