Private Foundation

THE HELMERICH TRUST

THE HELMERICH TRUST is a Private Foundation headquartered in TULSA, OK. Financial data from the 2024 filing: $7.7M revenue, $10.2M expenses, $95.1M total assets. IRS filings disclose 7 grants awarded by this foundation, totaling roughly $41.6M.

EIN: 731304358 TULSA, OK Latest filing: 2024

Total Revenue$7.7M

Total Expenses$10.2M

Total Assets$95.1M

Grants Given7

Grant Total$41.6M

Filing Years2019–2024

Sample Grants Given

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VARIOUS, OK · 2024

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$8,243,000

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VARIOUS, OK · 2023

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$5,071,338

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VARIOUS, OK · 2022

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$6,040,850

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VARIOUS, OK · 2020

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$5,125,859

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VARIOUS, OK · 2019

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$5,993,131

Showing up to 5 of 7 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Dow Z Helmerich

CO-TRUSTEE Hans C Helmerich

CO-TRUSTEE Jonathan D Helmerich

CO-TRUSTEE Jordan E Helmerich

CO-TRUSTEE Matthew G Helmerich

Officer compensation and complete director data available with membership.

Top Grant Purposes

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$41,634,354 7 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$7.7M	$10.2M	$95.1M
2023	$2.4M	$6.8M	$97.6M
2022	$510K	$7.7M	$98.6M
2020	$2.9M	$7.0M	$94.4M
2019	$14.4M	$10.6M	$96.7M

Between 2019 and 2024, reported annual revenue declined from $14.4M to $7.7M (-47%), with total assets most recently reported at $95.1M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in OK.

Full geographic grant map with state-by-state breakdown available with membership.

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