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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

AK — no grants on file AL — no grants on file AR — no grants on file AZ — no grants on file CA — no grants on file CO — no grants on file CT — no grants on file DC — no grants on file DE — no grants on file FL — no grants on file GA — no grants on file HI — no grants on file IA — no grants on file ID — no grants on file IL — no grants on file IN — no grants on file KS — no grants on file KY — no grants on file LA — no grants on file MA — no grants on file MD — no grants on file ME — no grants on file MI — no grants on file MN — no grants on file MO — no grants on file MS — no grants on file MT — no grants on file NC — no grants on file ND — no grants on file NE — no grants on file NH — no grants on file NJ — no grants on file NM — no grants on file NV — no grants on file NY — no grants on file OH — no grants on file OK — $20.2M across 4 grants OR — no grants on file PA — no grants on file RI — no grants on file SC — no grants on file SD — no grants on file TN — no grants on file TX — no grants on file UT — no grants on file VA — no grants on file VT — no grants on file WA — no grants on file WI — no grants on file WV — no grants on file WY — no grants on file
Historical grants to 1 recipient across 1 state. Top concentrations: VARIOUS ($20.2M, 4 grants).

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
See Attached Schedule $5.1M 2020
See Attached Schedule $3.9M 2021
See Attached Schedule $6.0M 2022
See Attached Schedule $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