Private Foundation · OK
The Helmerich Trust
Tulsa, OK · EIN 731304358 · Website (ProPublica) ↗ · 990s on ProPublica ↗
Assets
$95.1M
Total Giving
$20.2M
Grants on File
4
Average Grant
$5.0M
Giving Radius
Where The Helmerich Trust Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Various, OK | $5.1M | 2020 |
| Various, OK | $3.9M | 2021 |
| Various, OK | $6.0M | 2022 |
| Various, OK | $5.1M | 2023 |
4 grants total
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $97.6M | $5.4M | $2.4M | $6.8M |
| 2022 | $98.6M | $5.6M | $510K | $7.7M |
| 2021 | $102.6M | $5.6M | $13.3M | $5.7M |
| 2020 | $94.4M | $5.2M | $2.9M | $7.0M |
| 2019 | $96.7M | $5.4M | $14.4M | $10.6M |
| 2015 | $63.3M | $5.8M | $4.0M | $2.8M |
| 2014 | $62.1M | $2.2M | $1.5M | $5.8M |
| 2013 | $6.6M | $433K | $406K | $408K |
| 2012 | $6.6M | $427K | $274K | $532K |
| 2011 | $6.8M | $443K | $263K | $451K |