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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. Total assets have grown from $6.8M in 2011 to $95.1M in 2024. The foundation is governed by 6 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. 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.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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 |
| Walter H Helmerich Iv | EMERITUS | $30K | $0 | $30K |
Total Giving
N/A
Total Assets
$95.1M
Fair Market Value
N/A
Net Worth
$95.1M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
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 |
TULSA, OK
ARDMORE, OK
OKLAHOMA CITY, OK