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Plinth

· 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
Grants FY2020
6
States reached
$748k
Largest
01What you fundRead
02Your fieldRead
01What you fund
0185% classified

What you funded, over time

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

Arts & Culture$1.6MPhilanthropy$1.0MFood & Nutrition$657kHuman Services$535kEmployment$333kEducation$120kHealth$120kCivil Rights$100kOther$0
02FY2020 · 44 grants

Where the money goes

Your grants by size, and where they go.

The 44 grants below total $4,615,742 — the rows itemised in this filing. The $5,125,860 headline is the total grant expense reported on the return, so the remaining $510,118 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.

By grant size · FY2020

  • Under $10k6 grants · $33k
  • $10k–50k22 grants · $455k
  • $50k–250k9 grants · $850k
  • $250k+7 grants · $3.3M
$25,000
Median grant
6
States reached
$95M
Total assets
Largest grants
RecipientAmount
Gilcrease Museum Management Trust$747,627
Tulsa Community Foundation$500,603
Tulsa Community Foundation$500,000
Community Food Bank of Eastern Oklahoma$496,678
Family & Children's Services$400,000
A New Leaf$333,334
Key West Literary Seminar$300,000
Athens Area Council for the Arts$200,000
Tulsa Community College Foundation$100,000
Tulsa Ballet Theatre, Inc.$100,000
Tulsa Opera$100,000
Operation Mobilization$100,000
Meals on Wheels of Metro Tulsa$100,000
Retina Research Foundation$50,000
Community Food Bank of Eastern Oklahoma$50,000
02Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Tulsa Regional Chamber (Fka Metropolitan Tulsa Chamber of Commerce)

The tulsa regional chamber transforms the tulsa region by attracting and retaining employers, talent and tourism for long-term prosperity.

—
2
Tulsa Children's Museum Inc

To inspire children, connect families, and build community through exploration, exhibits, programming, and play.

Arts & Culture
3
Tulsa Casa Inc

Tulsa casa is organized to speak for the best interests of abused and neglected children in court. we promote and support volunteer representation for the children in an effort to provide each child a safe, permanent, nurturing home.

Civil Rights
4
Theatre Tulsa Inc

Theatre tulsa provided theatre education programming throughout the fiscal year serving 125 students. the education program included 3 staged youth shows.

Arts & Culture
5
Ronald McDonald House Charities of Tulsa

Ronald McDonald House Charities of Tulsa provides essential services that remove barriers, strengthen families, and promote healing when children need healthcare.

—
6
Tulsa Legacy Charter School

To prepare students for college through a rigorous arts infused program.

Education
7
Tulsa Area United Way

The tulsa area united way unites people and resources to improve lives and strengthen our communities.

—
8
Tulsa School of Arts and Sciences

The mission of tsas middle and high school is to provide students a multi-strand liberal arts education in a safe, supportive, individualized and challenging school environment through a college preparatory curriculum.

Education
9
Tulsa Symphony Orchestra Inc

Entertains, educates, heals, and inspires through musical excellence, innovation, and collaboration.

Arts & Culture
10
Tulsa County Medical Society Inc

To be the advocate for both physician and patient, to support quality health care, to be a leader in health care reform, and to sustain a continuing dialogue between the membership and the community in which we live and work.

—
11
Goodwill Industries of Tulsa Inc

Goodwill empowers people to reach their full potential through work opportunities, training, and support services.

Employment
12
Tulsa County Medical Society Foundation

The mission of the foundation is to develop, create, and maintain programs in the tulsa area designed for health promotion, health education, and disease prevention and treatment through the professional expertise and engagement of the…

Philanthropy

For reference, the grantee most central to the portfolio’s shape is Hospice of Green Country Inc and the most unlike its peers is American Heart Association Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyLocal History MuseumsHospice and Palliative CareChild Abuse Advocacy Servic…Faith-Based Homeless Servic…Professional Dance CompaniesCommunity Arts CentersCollege Foundation SupportCommunity FoundationsSenior Support ServicesFood Pantries and AssistanceYouth Sports ProgramsDevelopmental Disabilities …Classical Music OrchestrasChildhood Cancer SupportCharter and Independent Sch…Community Hospital Systems
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 40 years old; the field is 18. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number21%3%<5yr13%3%5–10yr17%13%10–20yr16%23%20–35yr14%26%35–55yr19%32%55yr+
THE FIELDby orgYOUR MONEYby value21%1%<5yr13%0%5–10yr17%18%10–20yr16%27%20–35yr14%34%35–55yr19%21%55yr+

The field is 21% startups (under 5 years old) — 3% of your grantees by number, and just 1% of your money.

Closures · last 5 years

The orgs you fund almost never close — 0.0% lost their exemption, against 13% of the field you don’t fund.

orgs you fund
0.0%0/35
the rest of the field
13%
2,509/19,387

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

03the grantee network

33 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 33 of the 38 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

1
Load-bearing (≥25% of a budget)
6
Early backer (in before they grew)
33/33
Grantees still filing
20/33
Grew since you first funded

Where your money sits — by cause, then by grantee

THE GILCREASE MUSEUM MANAGEMENT TRUST — $747,627 · Arts & CultureTHE GILCREASE MUSEUM MANAGEMEN…ATHENS AREA COUNCIL FOR THE ARTS — $200,000 · Arts & CultureATHENS AREA COUNCIL FOR THE AR…TULSA BALLET THEATRE INC — $100,000 · Arts & CultureTULSA BALLET THEATRE INCTULSA OPERA INC — $100,000 · Arts & CultureTULSA OPERA INC+3 more — $90,000 · Arts & Culture+3 moreTULSA COMMUNITY FOUNDATION — $1,040,603 · PhilanthropyTULSA COMMUNITY FOUNDATIO…A NEW LEAF INC — $333,334 · OtherA NEW LEAF INCKEY WEST LITERARY SEMINAR INC — $300,000 · OtherKEY WEST LITERARY SEMINAR…OPERATION MOBILIZATION — $100,000 · OtherOPERATION MOBILIZATIONSALVATION ARMY — $70,000 · OtherSALVATION ARMY1st Step Male Diversion — $50,000 · Other+11 more — $172,500 · Other+11 moreCOMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC — $546,678 · Food & NutritionCOMMUNITY FOOD B…Meals on Wheels of Metro Tulsa Inc — $100,000 · Food & NutritionMeals on Wheels …+1 more — $10,000 · Food & NutritionFamily & Childrens Services Inc — $400,000 · Human ServicesFamily & C…CIRCLE OF CARE INC — $25,000 · Human ServicesCIRCLE OF …+2 more — $15,000 · Human ServicesRETINA RESEARCH FOUNDATION — $50,000 · HealthSTAR OF THE SEA FOUNDATION INC — $25,000 · HealthAmerican Heart Association Inc — $20,000 · HealthGOOD SAMARITAN HEALTH SERVICES INC — $10,000 · HealthSTONEBROOK PROJECT INC — $5,000 · HealthTulsa Community College Foundation — $100,000 · EducationUNIVERSITY OF OKLAHOMA FOUNDATION INC — $5,000 · Education
Arts & Culture$1,237,627Philanthropy$1,040,603Other$1,025,834Food & Nutrition$656,678Human Services$440,000Health$110,000Education$105,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetTULSA COMMUNITY FOUNDATION — $1,040,603 over 1y, 0.4% of 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 BALLET THEATRE INC — $100,000 over 1y, 2.0% of budgetTULSA OPERA INC — $100,000 over 1y, 3.4% of budgetTulsa Community College Foundation — $100,000 over 1y, 1.6% 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 budgetAdaptive Sports Center of Crested Butte Inc — $25,000 over 1y, 0.4% of budgetKEY WEST ART AND HISTORICAL SOCIETY INC — $25,000 over 1y, 1.5% of budgetTHE STUDIOS OF KEY WEST — $25,000 over 1y, 0.6% of budgetSTAR OF THE SEA FOUNDATION INC — $25,000 over 1y, 0.4% of budgetHOSPICE OF GREEN COUNTRY INC — $25,000 over 1y, 0.8% of budgetAmerican Heart Association Inc — $20,000 over 1y, 0.0% of budgetTHE SAN MIGUEL SCHOOL OF TULSA — $15,000 over 1y, 2.1% of budgetLITTLE LIGHT HOUSE INC — $15,000 over 1y, 0.4% of budgetGOOD SAMARITAN HEALTH SERVICES INC — $10,000 over 1y, 0.4% of budgetHARVEST HOUSE OUTREACH INC — $10,000 over 1y, 3.8% of budgetTULSA DAY CENTER INC — $10,000 over 1y, 0.1% of budgetOLD ISLAND RESTORATION FOUNDATION — $10,000 over 1y, 2.4% of budgetHearts for Hearing Foundation — $10,000 over 1y, 0.1% of budgetSTAND IN THE GAP INC — $5,000 over 1y, 0.7% of budgetSTONEBROOK PROJECT INC — $5,000 over 1y, 5.6% of budgetTulsa Lawyers for Children Inc — $5,000 over 1y, 1.4% of budgetUNIVERSITY OF OKLAHOMA FOUNDATION INC — $5,000 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

The Anne and Henry Za…The Gelvin FoundationMervin Bovaird Founda…The Sharna and Irvin …The Hardesty Family F…Ralph and Frances McG…Oneok Foundation IncGrace & Franklin Bern…Sarkeys FoundationTulsa Community Found…The Oxley FoundationOne Gas Foundation Inc
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

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 38 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2020, released 2020. Filings run roughly 12–24 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

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home