Fulbright-helvey Foundation

LAWTON, OK EIN: 72-1562491

Fulbright-helvey Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAWTON, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $544K in total assets. In 2024, it awarded 1 grants totaling $30K. Net investment income was $52K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$544K

+3.4% YoY

Annual Giving

$30K

+71.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

+71.4% YoY

Under IRS private-foundation payout rules, Fulbright-helvey Foundation reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

About Fulbright-helvey Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $93K (100%)

States

Oklahoma

Cities

Lawton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$543,514	$525,748	$536,038
Revenue	$35,652	$14,781	$19,020
Expenses	$37,366	$23,997	$23,346
Qualifying Distributions	$34,268	$21,387	$17,668
Net Investment Income	$52,035	$12,172	$13,342
Distributable Amount	$29,034	$26,705	$26,988

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cameron University ($30,000).

Recipient	Purpose	Amount
CAMERON UNIVERSITY LAWTON, OK	SCHOLARSHIPSFOR WOMEN	$30,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Fulbright-helvey Foundation?

Fulbright-helvey Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LAWTON, OK. It holds $544K in total assets as of 2024.

How large is Fulbright-helvey Foundation?

As of 2024, Fulbright-helvey Foundation holds $544K in total assets with $36K in annual revenue. It awarded 1 grants totaling $30K in 2024.

Where does Fulbright-helvey Foundation operate?

Fulbright-helvey Foundation has awarded grants in Oklahoma.

What size grants does Fulbright-helvey Foundation award?

In 2024, Fulbright-helvey Foundation awarded 1 grants totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Fulbright-helvey Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Fulbright-helvey Foundation reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.