The Helmerich Trust
EIN 731304358 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$39.0M
7 grants · $4.9M avg/year
based on 8 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$5.6M
typical big bets · $5.3M–$5.8M
grant size
100%
deep partner · 1/1 multi-year
repeat
$109.6M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Contact Person
SEE ATTACHED SCHEDULE
Phone
(918) 588-5363
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $5.6M | $122.0M | $1.4M | 1 |
| 2017 | $5.7M | $124.1M | $9.1M | 1 |
| 2018 | $5.5M | $106.5M | $24.9M | 1 |
| 2019 | $6.0M | $113.8M | $14.4M | 1 |
| 2020 | $5.1M | $112.5M | $2.9M | 1 |
| 2022 | $6.0M | $106.0M | $510K | 1 |
| 2023 | $5.1M | $109.6M | $2.4M | 1 |
Grant Size Distribution
Based on 7 grants on record
Minimum
$5.1M
25th Pctl
$5.3M
Median
$5.6M
Average
$5.6M
75th Pctl
$5.8M
Maximum
$6.0M
Geographic Distribution
Officers & Directors
Grants Awarded (7 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached Schedule | Various, OK | $6,040,850 | SEE ATTACHED SCHEDULE | 2022 |
| See Attached Schedule | Various, OK | $5,993,131 | SEE ATTACHED SCHEDULE | 2019 |
| See Attached Schedule | Various, OK | $5,685,514 | SEE ATTACHED SCHEDULE | 2017 |
| See Attached Schedule | Various, OK | $5,558,687 | SEE ATTACHED SCHEDULE | 2016 |
| See Attached Schedule | Various, OK | $5,474,662 | SEE ATTACHED SCHEDULE | 2018 |
| See Attached Schedule | Various, OK | $5,125,859 | SEE ATTACHED SCHEDULE | 2020 |
| See Attached Schedule | Various, OK | $5,071,338 | SEE ATTACHED SCHEDULE | 2023 |
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