Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 73-1304358

THE HELMERICH TRUST

Tax-exempt · TULSA, OK 74119

Financials

$2.4M$6.8M2023$7.7M$10.2M2024
Revenue Expenses · by fiscal year end
Financials of THE HELMERICH TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$7,699,661$10,203,240-$2,503,579$95,053,692$0$95,053,692
December 31, 2023990-PF$2,419,504$6,756,431-$4,336,927$97,557,271$0$97,557,271
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,643,671
Interest
$390,394
Net gain from sales of assets
$4,492,626
Other income
$172,970

Expenses

Grants and similar amounts paid
$8,243,000
Compensation of officers, directors and key employees
$562,000
Disbursements for charitable purposes
$8,687,285
Excise tax on investment income
$86,706

Balance sheet and other

Total assets, start of year
$97,557,271
Total assets, end of year
$95,053,692
Total liabilities, end of year
$0
Net assets, end of year
$95,053,692
Fair market value of assets
$114,727,143
Qualifying distributions
$8,687,285
Net investment income
$7,645,853

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
HANS C HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$112,400
DOW Z HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$112,400
MATTHEW G HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$112,400
JONATHAN D HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$112,400
JORDAN E HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$112,400
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
HANS C HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$104,800
DOW Z HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$104,800
MATTHEW G HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$104,800
JONATHAN D HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$104,800
JORDAN E HELMERICH
1437 S BOULDER AVE, TULSA, OK 74119
CO-TRUSTEE6$104,800
WALTER H HELMERICH IV
1437 S BOULDER AVE, TULSA, OK 74119
EMERITUS6$30,000

Address and contacts

Address (IRS master file)
1437 S BOULDER AVE STE 520, TULSA, OK 74119-3614
Signed the 990-PF
HANS C HELMERICH, CO-TRUSTEE
Phone
(918) 588-5363

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
73-1304358
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$95,053,692
Income (IRS master file)
$44,842,819

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$7,699,661$10,203,240$95,053,692IRS
990-PFDecember 2023$2,419,504$6,756,431$97,557,271XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 73-1304358).

Questions about THE HELMERICH TRUST

What is the EIN of THE HELMERICH TRUST?
The employer identification number (EIN) of THE HELMERICH TRUST is 73-1304358.
Is THE HELMERICH TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to THE HELMERICH TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE HELMERICH TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of THE HELMERICH TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE HELMERICH TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE HELMERICH TRUST?
The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $112,400 (HANS C HELMERICH, CO-TRUSTEE).
How much revenue does THE HELMERICH TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $7,699,661, expenses of $10,203,240 and total assets of $95,053,692 at year end.

Other nonprofits in TULSA

All nonprofits in TULSA · Oklahoma