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Texas · Private foundation

Helen C & Curtis B Locke Charitable Trust

Its FY2025 filing reports that it accepted unsolicited grant applications.

$115k
Granted FY2025(still arriving)
8
Grants FY2025
9
Organizations funded FY2024
11%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$10,000
Largest grant, FY2025
$50,000
Organizations funded a year
8 to 9
FY2018 to FY2024
States reached, FY2025
1
Total assets, FY2025
$2.6M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 11% of the organizations Helen C & Curtis B Locke Charitable Trust funded were first-time grantees, receiving 2% of its grant dollars.

New vs renewed · share of each year

In FY2024, 98% of grant dollars renewed an existing relationship; $3k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving8$115k0%
FY20249$118k11%
FY20239$118k0%
FY20229$118k0%
FY20219$118k0%
FY20209$128k22%
FY20198$110k0%
FY20189$145k0%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$450kReligion$355kArts & Culture$210kHealth$55kHousing & Shelter$23k

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Plus 6 recipients with no EIN on record ($228k), not named here.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Mamie McFaddin Ward Heritage FoundationTX15.8× affinity5 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Mamie McFaddin Ward Heritage Foundation · Mechia Foundation · Wilton and Effie Hebert Foundation · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Helen C & Curtis B Locke Charitable Trust with peer funders

About Helen C & Curtis B Locke Charitable Trust

How much does Helen C & Curtis B Locke Charitable Trust give?
Helen C & Curtis B Locke Charitable Trust reported 8 grants totaling $115,000 in its FY2025 IRS filing. It funded between 8 and 9 organizations a year over FY2018 to FY2024.
What does Helen C & Curtis B Locke Charitable Trust fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (41%), Religion (32%), Arts & Culture (19%).
Who are Helen C & Curtis B Locke Charitable Trust's largest grantees?
By total granted over FY2017 to FY2025: Lamar University Foundation Inc ($450k), Trinity United Methodist Church Foundation Inc ($190k), Art Museum of Southeast Texas ($90k).
Does Helen C & Curtis B Locke Charitable Trust fund new organizations?
In FY2024, 11% of the organizations it funded were first-time grantees.
Does Helen C & Curtis B Locke Charitable Trust accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Helen C & Curtis B Locke Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Mamie McFaddin Ward Heritage Foundation, Mechia Foundation, Wilton and Effie Hebert Foundation.
Where is Helen C & Curtis B Locke Charitable Trust based?
Helen C & Curtis B Locke Charitable Trust is based in TX.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 12 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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