Private foundation (trust)EIN 731304358Est. 1987-07
THE HELMERICH TRUST
TULSA, OK 74119
Total Assets
$109.6M
FY 2023
Annual Giving
$5.1M
FY 2023
Grants Made
1
FY 2023
Avg Grant
$5.1M
FY 2023
Grant Range
$5.1M–$5.1M
Typical
Deadlines
—
Applications
Financial Snapshot
2023 filing
Total Revenue
$2.4M
Total Expenses
$6.8M
Qualifying Distributions
$5.5M
Distributable Amount
$5.4M
Min. Investment Return
$5.4M
Undistributed Income
$3.7M
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
3 grants
Recipient names are missing from the available filing data for some grants.
Grant Size Distribution
3 grants
Geographic Focus
1 states
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