Fulbright-Helvey Foundation

Private foundation · Grantmaker Lawton, OK EIN: 72-1562491

Fulbright-Helvey Foundation is a private foundation, based in Lawton, OK. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $658K in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $139K.

Key facts about Fulbright-Helvey Foundation

In short: Fulbright-Helvey Foundation gave $20K across 1 grant in 2025 (avg $20K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.

EIN
72-1562491
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$20,000
Grants made (2025)
1
Average grant
$20,000
Median grant
$20,000
Total assets
$658,202
Primary geography
Oklahoma (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$658K

+21.1% YoY

Annual Giving

$20K

-33.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$20K

-33.3% YoY

Under IRS private-foundation payout rules, Fulbright-Helvey Foundation reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.

How Fulbright-Helvey Foundation gives

  • Giving grew 33% from 2022 to 2025. Method
  • In 2025 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Lawton

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $15K (2020) to $30K (2024). In 2025 it made 1 grant totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Cameron University: $20KCameron University$20K

The largest 2025 recipient was Cameron University ($20K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cameron University Lawton, OKScholarships$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$658,202$543,514$525,748
Revenue$16,354$35,652$14,781
Expenses$28,372$37,366$23,997
Qualifying Distributions$24,574$34,268$21,387
Net Investment Income$139,261$52,035$12,172
Distributable Amount$30,247$29,034$26,705

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Fulbright-Helvey Foundation's only listed officer is City National Bank, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • City National Bank

    Trustee

    On filings since 2020

    10 hrs/week

    $6K (2021) → $6K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

City National Bank — Trustee: $6KCity National BankTrustee$6K

The highest reported compensation on the 2025 filing was $6K, to City National Bank (Trustee).

Frequently asked questions about Fulbright-Helvey Foundation

How much does Fulbright-Helvey Foundation give each year?

Fulbright-Helvey Foundation gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 1 grant.

How large is Fulbright-Helvey Foundation?

Fulbright-Helvey Foundation reported $658K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Fulbright-Helvey Foundation operate?

Fulbright-Helvey Foundation has awarded grants in Oklahoma.

What is Fulbright-Helvey Foundation's EIN?

Fulbright-Helvey Foundation's EIN (Employer Identification Number) is 72-1562491. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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