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Oklahoma · Private foundation

The Helmerich Trust

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$5.1M
Granted FY2020
44
Itemized grants FY2020
37
Organizations funded FY2020
Read the full brief
Itemized, FY2020
$4.6M
The rest is grants the schedule does not break out
Median grant, FY2020
$25,000
Largest grant, FY2020
$747,627
States reached, FY2020
6
Total assets, FY2020
$95M
Applications
Preselected organizations only
Per its most recent filing; check its own site
85% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$1.6MPhilanthropy$1.0MFood & Nutrition$657kHuman Services$535kEmployment$333kEducation$120kHealth$120kCivil Rights$100kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2020, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
The Gilcrease Museum Management Trust$747,62713%
Community Food Bank of Eastern Oklahoma Inc$546,67811%
Family & Childrens Services Inc$400,00011%
A New Leaf Inc$333,33413%
Key West Literary Seminar Inc$300,000121%
Athens Area Council for the Arts$200,000146%
Operation Mobilization$100,0001n/a
Tulsa Opera Inc$100,00013%
Tulsa Community College Foundation$100,00012%
Tulsa Ballet Theatre Inc$100,00012%
Show all 34 grantees

Plus 3 recipients with no EIN on record ($85k), not named here.

Where it is load-bearing

The Helmerich Trust supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 30 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Gilcrease Museum Management Trust: $747,627 over 1y, 3.4% of budgetCommunity Food Bank of Eastern Oklahoma Inc: $546,678 over 1y, 0.8% of budgetFamily & Childrens Services Inc: $400,000 over 1y, 0.7% of budgetA New Leaf Inc: $333,334 over 1y, 3.3% of budgetKey West Literary Seminar Inc: $300,000 over 1y, 21% of budgetAthens Area Council for the Arts: $200,000 over 1y, 46% of budgetTulsa Opera Inc: $100,000 over 1y, 3.4% of budgetTulsa Community College Foundation: $100,000 over 1y, 1.6% of budgetTulsa Ballet Theatre Inc: $100,000 over 1y, 2.0% of budgetMeals on Wheels of Metro Tulsa Inc: $100,000 over 1y, 1.1% of budgetRetina Research Foundation: $50,000 over 1y, 2.4% of budgetThe Philbrook Museum of Art Inc: $35,000 over 1y, 0.6% of budgetKey West Film Society Inc: $30,000 over 1y, 3.7% of budgetKey West Art and Historical Society Inc: $25,000 over 1y, 1.5% of budgetHospice of Green Country Inc: $25,000 over 1y, 0.8% of budgetAdaptive Sports Center of Crested Butte Inc: $25,000 over 1y, 0.4% of budgetStar of the Sea Foundation Inc: $25,000 over 1y, 0.4% of budgetThe Studios of Key West: $25,000 over 1y, 0.6% of budgetAmerican Heart Association Inc: $20,000 over 1y, 0.0% of budgetLittle Light House Inc: $15,000 over 1y, 0.4% of budgetThe San Miguel School of Tulsa: $15,000 over 1y, 2.1% of budgetGood Samaritan Health Services Inc: $10,000 over 1y, 0.4% of budgetTulsa Day Center Inc: $10,000 over 1y, 0.1% of budgetHarvest House Outreach Inc: $10,000 over 1y, 3.8% of budgetOld Island Restoration Foundation: $10,000 over 1y, 2.4% of budgetHearts for Hearing Foundation: $10,000 over 1y, 0.1% of budgetStonebrook Project Inc: $5,000 over 1y, 5.6% of budgetStand in the Gap Inc: $5,000 over 1y, 0.7% of budgetUniversity of Oklahoma Foundation Inc: $5,000 over 1y, 0.0% of budgetTulsa Lawyers for Children Inc: $5,000 over 1y, 1.4% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 30.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Anne and Henry Zarrow FoundationOK40.3× affinity17 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Anne and Henry Zarrow Foundation · The Gelvin Foundation · Mervin Bovaird Foundation · The Sharna and Irvin Frank Foundation · The Hardesty Family Foundation Inc · Ralph and Frances McGill Foundation the Trust Company of Oklahoma · Oneok Foundation Inc · Grace & Franklin Bernsen Foundation · Sarkeys Foundation · Tulsa Community Foundation · The Oxley Foundation · One Gas Foundation Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare The Helmerich Trust with peer funders

About The Helmerich Trust

How much does The Helmerich Trust give?
The Helmerich Trust reported 44 itemized grants totaling $4,615,742, out of $5,125,860 in total grant expense reported on the return in its FY2020 IRS filing.
What does The Helmerich Trust fund?
By grant dollars over FY2020 to FY2020, its largest causes are Arts & Culture (3%), Philanthropy (2%), Food & Nutrition (1%).
Who are The Helmerich Trust's largest grantees?
By total granted over FY2020 to FY2020: The Gilcrease Museum Management Trust ($748k), Community Food Bank of Eastern Oklahoma Inc ($547k), Family & Childrens Services Inc ($400k).
Does The Helmerich Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as The Helmerich Trust?
Its strongest co-funders, measured against what their size predicts, include The Anne and Henry Zarrow Foundation, The Gelvin Foundation, Mervin Bovaird Foundation.
Where is The Helmerich Trust based?
The Helmerich Trust is based in OK.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 38 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2024) is on record and reports $8.2M of grant expense with no grantee named in the published copy. A private foundation itemizes every grant it makes, so a return carrying none has filed its list as an attachment that the public copy does not include. The figures above are therefore from FY2020, the most recent year this funder’s grantee list reached the public record.

Source object · view filing

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