Helen C & Curtis B Locke Charitable Trust
Helen C & Curtis B Locke Charitable Trust is a private foundation, 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.
Helen C & Curtis B Locke Charitable Trust at a glance
In short: Helen C & Curtis B Locke Charitable Trust gave $115K across 8 grants in 2025 (avg $14K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $115,000
- -2.1% vs 2024
- Grants made (2025)
- 8
- -11.1% vs 2024
- Average grant
- $14,375
- +10.1% vs 2024
- Median grant
- $8,750
- Total assets
- $2,585,941
- +80.0% vs 2024
- Primary geography
- Texas (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 Helen C & Curtis B Locke Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Lamar University Foundation Inc ($50K). Together the top 8 received $115K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 39 grants of 44 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Helen C & Curtis B Locke Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 114% 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 2021 to 2025, annual grant giving ranged from $115K (2025) to $118K (2024). In 2025 it made 8 grants totaling $115K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lamar University Foundation Inc Beaumont, TX | Unrestricted General | $50,000 |
| Trinity United Methodist Church Fdn Beaumont, TX | Unrestricted General | $30,000 |
| Symphony of Southeast Texas Inc Beaumont, TX | Unrestricted General | $10,000 |
| Art Museum of Southeast Texas Beaumont, TX | Unrestricted General | $10,000 |
| Julie Rogers Program Beaumont, TX | Unrestricted General | $7,500 |
| Recovery Council of Southeast TX Beaumont, TX | Unrestricted General | $2,500 |
| Beaumont Community Players Beaumont, TX | Unrestricted General | $2,500 |
| Anayat House Inc Beaumont, TX | Unrestricted General | $2,500 |
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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 | $2,585,941 | $1,303,258 | $153,690 | $115,000 | 8 | $133,093 | $1,285,258 | $116,536 |
| 2024 | $1,436,369 | $132,029 | $151,758 | $117,500 | 9 | $134,871 | $115,188 | $125,469 |
| 2023 | $1,456,099 | $45,531 | $150,964 | $117,500 | 9 | $133,588 | $43,584 | $117,946 |
| 2022 | $1,561,534 | $100,620 | $151,788 | $117,500 | 9 | $134,945 | $83,963 | $127,285 |
| 2021 | $1,612,701 | $41,003 | $149,456 | $117,500 | 9 | — | $35,857 | $120,514 |
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.
Leadership & Key People
Officers and directors from IRS filings
Helen C & Curtis B Locke Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$26K (2022) → $27K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $27K, to Bank of America (Trustee).
Frequently asked questions about Helen C & Curtis B Locke Charitable Trust
How much does Helen C & Curtis B Locke Charitable Trust give each year?
Helen C & Curtis B Locke Charitable Trust gave $115K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $118K across 9 grants.
What is Helen C & Curtis B Locke Charitable Trust's typical grant size?
Helen C & Curtis B Locke Charitable Trust's median grant in 2025 was $8,750, and its average grant was $14,375, across 8 grants on its 2025 IRS Form 990-PF.
Where does Helen C & Curtis B Locke Charitable Trust give grants?
Helen C & Curtis B Locke Charitable Trust gives mostly in Texas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Beaumont, TX (8 grants).
Does Helen C & Curtis B Locke Charitable Trust give general operating support?
Yes: 100% of Helen C & Curtis B Locke Charitable Trust's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Helen C & Curtis B Locke Charitable Trust's largest grantees?
Helen C & Curtis B Locke Charitable Trust's largest 2025 grantees include Lamar University Foundation Inc ($50,000), Trinity United Methodist Church Fdn ($30,000) and Symphony of Southeast Texas Inc ($10,000), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.
How large is Helen C & Curtis B Locke Charitable Trust?
Helen C & Curtis B Locke Charitable Trust reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $133K in qualifying distributions that year, against a required minimum of $117K (roughly 5% of its investment assets).
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.
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 2021–2025
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