Helen C & Curtis B. Locke Charitable Trust
EIN 597280224 Private FoundationTotal Given 2017–2025
$848K
61 grants · $94K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $2K–$10K
grant size
65%
deep partner · 11/17 multi-year
repeat
$2.9M
Assets (2025)
17
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BANK OF AMERICA
Phone
(800) 357-7094
Deadlines
NONE
How to Apply
LETTER FORMAT
Restrictions
QUALIFIED 501(C)(3) CHARITABLE ORGANIZATIONS
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $125K | $2.3M | $86K | 9 |
| 2018 | $145K | $2.3M | $91K | 9 |
| 2019 | $110K | $2.4M | $79K | 8 |
| 2020 | N/A | $2.1M | $96K | N/A |
| 2021 | $118K | $2.7M | $41K | 9 |
| 2023 | $118K | $2.5M | $46K | 9 |
| 2024 | $118K | $2.7M | $132K | 9 |
| 2025 | $115K | $2.9M | $1.3M | 8 |
Grant Size Distribution
Based on 61 grants on record
Minimum
$2K
25th Pctl
$2K
Median
$5K
Average
$14K
75th Pctl
$10K
Maximum
$55K
Geographic Distribution
Texas Counties Served
100.0% of US grants
· Rank #1 of 1 states
$848K across
61 grants
2 of 254 counties
Top 2 counties
- 1 Jefferson
- 2 Kimble
Officers & Directors
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America
3 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
BA
Bank of America N a
5 yrs
Trustee
Grants Awarded (61 total)
| Purpose | ||||
|---|---|---|---|---|
| Trinity United Methodist Church | Beaumont, TX | $55,000 | CARE OF CHURCH FACILITIES & | 2018 |
| Lamar University Foundation Inc | Beaumont, TX | $50,000 | SUPPORT FOR S.T.E.M. | 2021 |
| Lamar University Foundation Inc | Beaumont, TX | $50,000 | FUNDS TO RELIEVE SHORTAGE | 2023 |
| Lamar University Foundation Inc | Beaumont, TX | $50,000 | FUNDS TO RELIEVE SHORTAGE | 2024 |
| Lamar University Foundation Inc | Beaumont, TX | $50,000 | UNRESTRICTED GENERAL | 2025 |
| Lamar University Foundation | Beaumont, TX | $50,000 | SUPPORT FOR PRESIDENTIAL | 2017 |
| Lamar University Foundation | Beaumont, TX | $50,000 | SUPPORT FOR LOCKE | 2018 |
| Lamar University Foundation | Beaumont, TX | $50,000 | SUPPORT FOR LOCKE | 2019 |
| Trinity United Methodist Church | Beaumont, TX | $40,000 | CARE OF CHURCH FACILITIES & | 2017 |
| Trinity United Methodist Church FDN | Beaumont, TX | $30,000 | ASSISTANCE FOR | 2021 |
| Trinity United Methodist Church FDN | Beaumont, TX | $30,000 | CARE FOR PRESENT & FUTURE | 2023 |
| Trinity United Methodist Church FDN | Beaumont, TX | $30,000 | CARE FOR PRESENT & FUTURE | 2024 |
| Trinity United Methodist Church FDN | Beaumont, TX | $30,000 | UNRESTRICTED GENERAL | 2025 |
| Trinity United Methodist Church | Beaumont, TX | $30,000 | CARE OF CHURCH FACILITIES & | 2019 |
| Symphony of Southeast Texas Inc | Beaumont, TX | $10,000 | SOUTHEAST TEXAS ORCHESTRAL | 2021 |
| Art Museum of Southeast Texas | Beaumont, TX | $10,000 | SUPPORT ART CULTURE IN | 2021 |
| Symphony of Southeast Texas Inc | Beaumont, TX | $10,000 | SOUTHEAST TEXAS ORCHESTRAL | 2023 |
| Art Museum of Southeast Texas | Beaumont, TX | $10,000 | PROMOTE ART CULTURE IN | 2023 |
| Symphony of Southeast Texas Inc | Beaumont, TX | $10,000 | SOUTHEAST TEXAS ORCHESTRAL | 2024 |
| Art Museum of Southeast Texas | Beaumont, TX | $10,000 | PROMOTE ART CULTURE IN | 2024 |
| Symphony of Southeast Texas Inc | Beaumont, TX | $10,000 | UNRESTRICTED GENERAL | 2025 |
| Art Museum of Southeast Texas | Beaumont, TX | $10,000 | UNRESTRICTED GENERAL | 2025 |
| Symphony of Southeast Texas | Beaumont, TX | $10,000 | SOUTHEAST TEXAS ORCHESTRAL | 2017 |
| Art Museum of Southeast Texas | Beaumont, TX | $10,000 | SUPPORT ART CULTURE IN | 2017 |
| First United Methodist Church | Junction, TX | $10,000 | UNRESTRICTED GENERAL | 2018 |
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