Funder DirectoryHELEN C & CURTIS B LOCKE CHARITABLE TRUST
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Private foundation (trust)EIN 597280224Est. 2010-09

HELEN C & CURTIS B LOCKE CHARITABLE TRUST

DALLAS, TX 752653067

Accepts unsolicited proposals

Total Assets

$2.9M

FY 2024

Annual Giving

$115K

FY 2024

Grants Made

8

FY 2024

Avg Grant

$14K

FY 2024

Grant Range

$3K–$50K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.3M

Total Expenses

$154K

Qualifying Distributions

$133K

Distributable Amount

$117K

Min. Investment Return

$134K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

8 grants

Grant sizes from minimum $3K through median $9K to maximum $50K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2024. Peak $118K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

43 grants

LAMAR UNIVERSITY FOUNDATION INC
$200K
4 grants
TRINITY UNITED METHODIST CHURCH FDN
$120K
4 grants
ART MUSEUM OF SOUTHEAST TEXAS
$50K
5 grants
LAMAR UNIVERSITY FOUNDATION
$50K
1 grant
SYMPHONY OF SOUTHEAST TEXAS INC
$40K
4 grants
TRINITY UNITED METHODIST CHURCH
$30K
1 grant
JULIE ROGERS PROGRAM
$25K
5 grants
FIRST UNITED METHODIST CHURCH
$15K
3 grants

Grant Size Distribution

43 grants

<$10K
33
grants
$10–50K
10
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Texas
$578K
100% of total

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