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HELEN C & CURTIS B LOCKE CHARITABLE TRUST

DALLAS, TX 597280224

The Helen C & Curtis B Locke Charitable Trust, managed by Bank of America, supports initiatives in Beaumont and Junction, Texas, with assets of $1.4 million and annual expenses of $151,758.

Overview

About HELEN C & CURTIS B LOCKE CHARITABLE TRUST

The Helen C & Curtis B Locke Charitable Trust is a charitable foundation based in Dallas, Texas. It manages assets totaling approximately $1.4 million, with annual expenses of around $151,758 and revenue of $132,029. The trust focuses its funding efforts within Texas, specifically in the cities of Beaumont and Junction. The trust is managed by Bank of America, which serves as the trustee, receiving a compensation of $26,142 for its services. The trust does not specify particular subject areas for its funding.

Focus Areas

N/A

Geographic Focus

TX
Application Status

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Success Rates

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Average Grant Size

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Sample Match Score

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Match Score measures the compatibility between your organization and this funder based on focus areas alignment (92%), geographic location preferences (85%), previous grantees similarity (88%), grant size match (78%), application process compatibility (73%), and timeline compatibility (80%).

87%
Excellent compatibility match
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Key Statistics
Total Assets $1.4M
Total Awarded This Year $118K
Average Grant Size $13K
Total Grants (Previous Year) 2,118
Open to New Applicants
false
% New Applicants Funded
0%
Contact Information
DALLAS, TX US
Geographic Funding Distribution

Financials

Total Assets
$1,436,369

in 2024, compared to $1,456,099 in 2023

Annual Grants
$117,500

9 grants awarded in 2024

Program Expenses
85%

Of total expenses go to programs

Annual Grant Distribution
Revenue vs Expenses
Assets Over Time

Grants

Grant Awards
27 grants found
Amount
Recipient
Purpose Location
Year
$50,000 LAMAR UNIVERSITY FOUNDATION INC
FUNDS TO RELIEVE SHORTAGE
PO BOX 10011 BEAUMONT, TX US 2022
$50,000 LAMAR UNIVERSITY FOUNDATION INC
FUNDS TO RELIEVE SHORTAGE
PO BOX 10011 BEAUMONT, TX US 2023
$50,000 LAMAR UNIVERSITY FOUNDATION INC
FUNDS TO RELIEVE SHORTAGE
PO BOX 10011 BEAUMONT, TX US 2024
$30,000 TRINITY UNITED METHODIST CHURCH FDN
CARE FOR PRESENT & FUTURE
PO BOX 5247 BEAUMONT, TX US 2022
$30,000 TRINITY UNITED METHODIST CHURCH FDN
CARE FOR PRESENT & FUTURE
PO BOX 5247 BEAUMONT, TX US 2023
$30,000 TRINITY UNITED METHODIST CHURCH FDN
CARE FOR PRESENT & FUTURE
PO BOX 5247 BEAUMONT, TX US 2024
$10,000 SYMPHONY OF SOUTHEAST TEXAS INC
SOUTHEAST TEXAS ORCHESTRAL
4345 PHELAN STE 105 BEAUMONT, TX US 2022
$10,000 ART MUSEUM OF SOUTHEAST TEXAS
PROMOTE ART CULTURE IN
PO BOX 3703 BEAUMONT, TX US 2022
$10,000 SYMPHONY OF SOUTHEAST TEXAS INC
SOUTHEAST TEXAS ORCHESTRAL
4345 PHELAN STE 105 BEAUMONT, TX US 2023
$10,000 ART MUSEUM OF SOUTHEAST TEXAS
PROMOTE ART CULTURE IN
PO BOX 3703 BEAUMONT, TX US 2023
Only the first 10 grants are currently displayed out of 27 total

People

Leadership & Staff

Compensation data from most recent available 990 forms

BOA

BANK OF AMERICA

TRUSTEE

$26,142 2024
BOA

BANK OF AMERICA

TRUSTEE

$25,876 2022
BOA

BANK OF AMERICA

TRUSTEE

$24,036 2023
Showing 3 of 3 leadership and staff members

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Financial data sourced from IRS 990 forms via ProPublica Nonprofit Explorer

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Last updated on December 15, 2024