The Helmerich Trust

Organization Overview

The Helmerich Trust is located in Tulsa, OK. The organization was established in 1987. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Helmerich Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2021, Helmerich Trust generated $13.3m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 18.6% each year . All expenses for the organization totaled $5.7m during the year ending 12/2021. While expenses have increased by 10.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

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Outside Vendors & Contractors

Vendor Name (Service)Compensation
Northern Trust
$156,405
Crow Holdings Capital
$201,960
Helmerich Family Office Llc
$164,000
View All Vendors

Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $0
Interest on Savings $301,050
Dividends & Interest $2,580,693
Net Rental Income$0
Net Gain on Sale of Assets $9,993,965
Capital Gain Net Income $9,993,965
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $384,911
Total Revenue $13,260,619

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