H C & C B Locke Charitable Tr Uw

Dallas, TX
Tax-exempt since Sept. 2010
EIN: 59-7280224

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.3M (2025)

Expenses

$154k (2025)

Total Assets

$2.59M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$1,303,258

Expenses

$153,690

Net Income

$1,149,568

Net Assets

$2,585,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,861	3.7%
Sales of Assets	$1,254,397	96.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,093	86.6%
Compensation of Officers*	$27,002	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,585,941
Total Liabilities	$0
Net Assets	$2,585,941

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$27,002	$0

990-PF

Filed on Aug. 26, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2024

Revenue

$132,029

Expenses

$151,758

Net Income

-$19,729

Net Assets

$1,436,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,880	51.4%
Sales of Assets	$64,149	48.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,871	88.9%
Compensation of Officers*	$26,142	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,436,369
Total Liabilities	$0
Net Assets	$1,436,369

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$26,142	$0

990-PF

Filed on Sept. 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$45,531

Expenses

$150,964

Net Income

-$105,433

Net Assets

$1,456,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,125	> 100%
Sales of Assets	-$13,594
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,588	88.5%
Compensation of Officers*	$24,036	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,456,099
Total Liabilities	$0
Net Assets	$1,456,099

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$24,036	$0

990-PF

Filed on Aug. 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$100,620

Expenses

$151,788

Net Income

-$51,168

Net Assets

$1,561,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,135	51.8%
Sales of Assets	$48,485	48.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,945	88.9%
Compensation of Officers*	$25,876	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,561,534
Total Liabilities	$0
Net Assets	$1,561,534

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$25,876	$0

990-PF

Filed on Oct. 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$41,003

Expenses

$149,456

Net Income

-$108,453

Net Assets

$1,612,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,363	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,449	89.3%
Compensation of Officers*	$23,614	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,612,701
Total Liabilities	$1
Net Assets	$1,612,700

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$23,614	$0

990-PF

Filed on Aug. 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2020

Revenue

$95,525

Expenses

$160,033

Net Income

-$64,508

Net Assets

$1,718,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,216	67.2%
Sales of Assets	$30,269	31.7%
Other Income	$1,040	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,796	89.2%
Compensation of Officers*	$22,693	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,718,187
Total Liabilities	$1
Net Assets	$1,718,186

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$22,693	$0

990-PF

Filed on Oct. 20, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2019

Revenue

$79,176

Expenses

$141,982

Net Income

-$62,806

Net Assets

$1,787,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,336	73.7%
Sales of Assets	$19,749	24.9%
Other Income	$1,091	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,495	88.4%
Compensation of Officers*	$22,987	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,787,685
Total Liabilities	$0
Net Assets	$1,787,685

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$22,987	$0

990-PF

Filed on Oct. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$91,393

Expenses

$177,264

Net Income

-$85,871

Net Assets

$1,855,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,972	60.1%
Sales of Assets	$35,292	38.6%
Other Income	$1,129	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,805	90.7%
Compensation of Officers*	$23,225	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,855,753
Total Liabilities	$0
Net Assets	$1,855,753

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$23,225	$0

990-PF

Filed on Oct. 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending June
2017

Revenue

$86,104

Expenses

$154,063

Net Income

-$67,959

Net Assets

$1,938,651

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,709	67.0%
Sales of Assets	$26,144	30.4%
Other Income	$2,251	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,671	90.7%
Compensation of Officers*	$21,027	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,938,651
Total Liabilities	$0
Net Assets	$1,938,651

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$21,027	$0

990-PF

Filed on Oct. 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$100,581

Expenses

$157,799

Net Income

-$57,218

Net Assets

$2,003,902

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,924	53.6%
Sales of Assets	$44,215	44.0%
Other Income	$2,442	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,345	89.6%
Compensation of Officers*	$20,722	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,003,902
Total Liabilities	$0
Net Assets	$2,003,902

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$20,722	$0

990-PF

Filed on Oct. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

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Fiscal Year Ending June
2015

Revenue

$142,517

Expenses

$161,459

Net Income

-$18,942

Net Assets

$2,056,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,051	40.0%
Sales of Assets	$82,813	58.1%
Other Income	$2,653	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,048	89.2%
Compensation of Officers*	$22,237	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,056,852
Total Liabilities	$0
Net Assets	$2,056,852

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$22,237	$0

990-PF

Filed on Oct. 1, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$128,032

Expenses

$160,609

Net Income

-$32,577

Net Assets

$2,067,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,994	50.8%
Sales of Assets	$60,183	47.0%
Other Income	$2,855	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,700	90.7%
Compensation of Officers*	$20,180	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,067,012
Total Liabilities	$0
Net Assets	$2,067,012

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$89,596

Expenses

$153,955

Net Income

-$64,359

Net Assets

$2,098,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,880	71.3%
Sales of Assets	$25,926	28.9%
Other Income	-$210

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,003	90.9%
Compensation of Officers*	$20,056	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,098,856
Total Liabilities	$0
Net Assets	$2,098,856

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$74,215

Expenses

$146,575

Net Income

-$72,360

Net Assets

$2,161,838

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,647	96.5%
Sales of Assets	$2,513	3.4%
Other Income	$55	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,608	92.5%
Compensation of Officers*	$19,347	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,161,838
Total Liabilities	$0
Net Assets	$2,161,838

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated January 26, 2026

H C & C B Locke Charitable Tr Uw

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.3M (2025)

Expenses $154k (2025)

Total Assets $2.59M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.3M (2025)

Expenses

$154k (2025)

Total Assets

$2.59M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009