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Charles Morton Share Trust is a private trust based in OKLAHOMA CITY, OK. The foundation received its IRS ruling in 1961. The principal officer is Heritage Trust Company. It holds total assets of $19M. Annual income is reported at $3.9M. Total assets have grown from $9.4M in 2010 to $19.5M in 2022. The foundation is governed by 5 officers and trustees. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Oklahoma. According to available records, Charles Morton Share Trust has made 20 grants totaling $1.1M, with a median grant of $28K. Annual giving has decreased from $721K in 2020 to $190K in 2022. Individual grants have ranged from $7K to $500K, with an average award of $55K. The foundation has supported 16 unique organizations. Grant recipients are concentrated in Oklahoma. Contributions to this foundation are tax-deductible.
Smallest Grant
$7K
Median Grant
$53K
Average Grant
$120K
Largest Grant
$500K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Charles Morton Share Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in OK.
Charles Morton Share Trust has distributed a total of $1.1M across 20 grants. The median grant size is $28K, with an average of $55K. Individual grants have ranged from $7K to $500K.
The application deadline is NO SPECIFIC FORM OF APPLICATION IS REQUIRED.. No specific form of application is required.
Charles Morton Share Trust is headquartered in OKLAHOMA CITY, OK.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Argent Trust Of Oklahoma | TRUSTEE | $87K | $0 | $87K |
| Darrell Kline | TRUSTEE | $12K | $0 | $12K |
| Johnny Jones | TRUSTEE | $12K | $0 | $12K |
| Janet Cunningham | TRUSTEE | $12K | $0 | $12K |
| Todd Holder | TRUSTEE | $12K | $0 | $12K |
Total Giving
$1.7M
Total Assets
$19.5M
Fair Market Value
$37.8M
Net Worth
$19.5M
Grants Paid
$1.4M
Contributions
N/A
Net Investment Income
$1.6M
Distribution Amount
$1.8M
Total: $17.2M
Total Grants
20
Total Giving
$1.1M
Average Grant
$55K
Median Grant
$28K
Unique Recipients
16
Most Common Grant
$30K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Alva Board Of Education2022 SHARE FOUNDATION GRANT FOR SCHOLARSHIPS | Alva, OK | $40K | 2022 |
| Waynoka Historical SocietyGRANT MATCH FOR 2021 | Waynoka, OK | $35K | 2022 |
| Department Of CorrectionsMATCH FOR 2021 TO REPLACE DENTAL EQUIPMENT | Oklahoma City, OK | $30K | 2022 |
| Nw Foundation2022 GRANT AWARD | Alva, OK | $30K | 2022 |
| Cherokee Strip Museum2022 SHARE FOUNDATION GRANT | Alva, OK | $25K | 2022 |
| Alva Regional AirportAWARD FOR NEW FURNITURE IN TERMINAL BUILDING | Alva, OK | $10K | 2022 |
| Alva Public SchoolGRANT AWARD FOR OUTDOOR EDUCATION PROGRAM | Alva, OK | $10K | 2022 |
| Woods County ConservationMATCHING FUND | Alva, OK | $30K | 2021 |
| Northwestern Oklahoma State UniversitySTERN CONCERT SERIES | Alva, OK | $30K | 2021 |
| Alva Community TheatreGENERAL FUND | Alva, OK | $25K | 2021 |
| City Of AlvaPOOL RENOVATION | Alva, OK | $22K | 2021 |
| Share Medical CenterGRANT FORHOMESTEADRENOVATION | Alva, OK | $500K | 2020 |
| Alva Arena Authority2018 GRANT FORARENA COMPLEX | Alva, OK | $100K | 2020 |
| Waynoka Municipal Airport2019 GRANT FORRESURFACE RUNWAY | Waynoka, OK | $23K | 2020 |
| City Of Alva Christmas Light Committee2019 GRANT FORBANNER HOLDERS | Alva, OK | $8K | 2020 |
| Nw Osu FoundationGRANT FOR BAND, NW OK CONCERTSERIES, & ROBOTICS | Alva, OK | $7K | 2020 |
TULSA, OK
ARDMORE, OK
OKLAHOMA CITY, OK