The Helmerich Trust
The Helmerich Trust is a private foundation, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $95.1M in total assets. In 2024, it awarded 1 grants totaling $8.2M. Net investment income was $6.2M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$95.1M
-2.6% YoY
Annual Giving
$8.2M
+62.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$8.2M
+62.5% YoY
About The Helmerich Trust
Based on IRS filings
The Helmerich Trust is a private foundation, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $95.1M in total assets. In 2024, it awarded 1 grants totaling $8.2M. Net investment income was $6.2M.
Ready to take the next step with The Helmerich Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $95,053,692 | $97,557,271 | $98,566,358 |
| Revenue | $7,699,661 | $2,419,504 | $509,655 |
| Expenses | $10,203,240 | $6,756,431 | $7,732,819 |
| Qualifying Distributions | $8,687,285 | $5,505,221 | $6,525,003 |
| Net Investment Income | $6,237,840 | $1,937,439 | $2,086,420 |
| Distributable Amount | $5,485,996 | $5,353,980 | $5,570,957 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HANS C HELMERICH | CO-TRUSTEE | 6 | $112,400 |
| DOW Z HELMERICH | CO-TRUSTEE | 6 | $112,400 |
| MATTHEW G HELMERICH | CO-TRUSTEE | 6 | $112,400 |
| JONATHAN D HELMERICH | CO-TRUSTEE | 6 | $112,400 |
| JORDAN E HELMERICH | CO-TRUSTEE | 6 | $112,400 |
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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