The Oklahoma State Capitol

Form 990-PFTax year 2024EIN 73-1304358

The Helmerich Trust

A private foundation in Tulsa, OK. Its return for tax year 2024 lists 1 grant and $8.2 million paid in grants.

Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $8,243,000

    Grants listed
    1
    Assets, end of year
    $95,053,692
  • Tax year 2023

    $5,071,338

    Grants listed
    1
    Assets, end of year
    $97,557,271
  • Tax year 2022

    $6,040,850

    Grants listed
    1
    Assets, end of year
    $98,566,358
  • Tax year 2021

    $3,915,000

    Grants listed
    1
    Assets, end of year
    $102,632,790
  • Tax year 2020

    $5,125,859

    Grants listed
    1
    Assets, end of year
    $94,365,938
  • Tax year 2019

    $5,993,131

    Grants listed
    1
    Assets, end of year
    $96,668,399
  • Tax year 2018

    $5,474,662

    Grants listed
    1
    Assets, end of year
    $88,299,665

Grants paid in 2024

1 grant, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    [individual]

    $8,243,000

Officers, directors and trustees

5 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Hans C HelmerichCO-TRUSTEE Hours 6Pay $112,400
  • Dow Z HelmerichCO-TRUSTEE Hours 6Pay $112,400
  • Matthew G HelmerichCO-TRUSTEE Hours 6Pay $112,400
  • Jonathan D HelmerichCO-TRUSTEE Hours 6Pay $112,400
  • Jordan E HelmerichCO-TRUSTEE Hours 6Pay $112,400

The return

More foundations

Other foundations in Oklahoma

  1. The HA & Mary K Chapman FoundationTulsa, OK 55 grants Accepts applications $8,298,802 giving
  2. The William S Smith Charitable TrustTulsa, OK 18 grants Preselected only $7,877,000 giving
  3. Glenn Foundation for Medical Research IncEdmond, OK 13 grants Preselected only $9,032,558 giving
  4. Joseph W Craft III FoundationTulsa, OK 20 grants Preselected only $7,238,756 giving
  5. A R and Marylouise Tandy FoundationTulsa, OK 45 grants Accepts applications $7,112,709 giving