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The Helmerich Trust is a private trust based in TULSA, OK. The foundation received its IRS ruling in 1987. It holds total assets of $95.1M. Annual income is reported at $44.8M. According to available records, The Helmerich Trust has made 5 grants totaling $26.2M, with a median grant of $5.1M. The foundation has distributed between $3.9M and $12.1M annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $12.1M distributed across 2 grants. Individual grants have ranged from $3.9M to $6M, with an average award of $5.2M. Grant recipients are concentrated in Oklahoma. Contributions to this foundation are tax-deductible.
The Helmerich Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in OK.
The Helmerich Trust has distributed a total of $26.2M across 5 grants. The median grant size is $5.1M, with an average of $5.2M. Individual grants have ranged from $3.9M to $6M.
The Helmerich Trust typically selects its grantees rather than accepting unsolicited proposals.
The Helmerich Trust is headquartered in TULSA, OK.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Matthew G Helmerich | CO-TRUSTEE | $105K | $0 | $105K |
| Jonathan D Helmerich | CO-TRUSTEE | $105K | $0 | $105K |
| Jordan E Helmerich | CO-TRUSTEE | $105K | $0 | $105K |
| Dow Z Helmerich | CO-TRUSTEE | $105K | $0 | $105K |
| Hans C Helmerich | CO-TRUSTEE | $105K | $0 | $105K |
Total Giving
$6.8M
Total Assets
$97.6M
Fair Market Value
$109.6M
Net Worth
$97.6M
Grants Paid
$5.1M
Contributions
$0
Net Investment Income
$1.9M
Distribution Amount
$5.4M
Total: $19.1M
Total Grants
5
Total Giving
$26.2M
Average Grant
$5.2M
Median Grant
$5.1M
Unique Recipients
1
Most Common Grant
$6M
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached ScheduleSEE ATTACHED SCHEDULE | Various, OK | $5.1M | 2023 |
| Walter H Helmerich Iv | EMERITUS | $30K | $0 | $30K |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
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