The Helmerich Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Helmerich Trust. Data shown is extracted from Form 990-PF filings.
EIN: 73-1304358
Foundation Overview
Based in Tulsa, OK, The Helmerich Trust has awarded 9 grants totaling $48,953,610 to organizations in Oklahoma. Individual grants range from $3,915,000 to $6,040,850, with a median award of $5,558,687.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
1 total grant. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
100% of all grants are concentrated in Oklahoma, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Oklahoma, funding concentrates in Various (100%).
Funding Trajectory
Stable funding levels with 9% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Helmerich Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| See Attached Schedule | $5,071,338 | Various, OK, US | See Attached Schedule | 2023 |
| See Attached Schedule | $6,040,850 | Various, OK, US | See Attached Schedule | 2022 |
| See Attached Schedule | $6,040,850 | Various, OK, US | See Attached Schedule | 2022 |
| See Attached Schedule | $6,040,850 | Various, OK, US | See Attached Schedule | 2022 |
| See Attached Schedule | $3,915,000 | Various, OK, US | See Attached Schedule | 2021 |
| See Attached Schedule | $5,125,859 | Various, OK, US | See Attached Schedule | 2020 |
| See Attached Schedule | $5,474,662 | Various, OK, US | See Attached Schedule | 2018 |
| See Attached Schedule | $5,685,514 | Various, OK, US | See Attached Schedule | 2017 |
| See Attached Schedule | $5,558,687 | Various, OK, US | See Attached Schedule | 2016 |
Foundations Similar to The Helmerich Trust
Discover 5 foundations with comparable assets ($72,753,126-$131,831,375), similar grant patterns, and geographic focus in OK that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Ruth Nelson Family Foundation
EIN: 73-1210115 | 3 grants awarded |
$131,831,375
(↑ Larger) |
$3,643,350
median grant |
Tulsa, OK
Same state |
|
|
Williams Companies Foundation Inc
EIN: 23-7413843 | 15 grants awarded |
$72,753,126
(↓ Smaller) |
$5,920,000
median grant |
Tulsa, OK
Same state |
|
|
Community Education Building Corp
EIN: 45-4797267 | 1 grants awarded |
$108,909,626
(≈ Similar) |
$6,924,000
median grant |
Wilmington, DE |
|
|
Mcdonnell Foundation Inc
EIN: 43-1439173 | 11 grants awarded |
$111,184,697
(≈ Similar) |
$3,785,100
median grant |
Kansas City, MO |
|
|
P M Allen Family Foundation
EIN: 46-2692811 | 16 grants awarded |
$107,957,175
(≈ Similar) |
$5,112,500
median grant |
Hanover, NH |
|
Related Foundation Resources in OK:
Contact Information
Official contact details for The Helmerich Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 73-1304358 |
| Website | N/A |
| Address | 1437 S BOULDER AVE 1400 Tulsa, OK 74119-0000 |
Key People (6)
Board members, trustees, and key staff who oversee The Helmerich Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Co-trustee | Hans C Helmerich |
|---|---|
| Emeritus | Walter H Helmerich Iv |
| Co-trustee | Dow Z Helmerich |
| Co-trustee | Matthew G Helmerich |
| Co-trustee | Jonathan D Helmerich |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Helmerich Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.