Charles Morton Share Trust
Charles Morton Share Trust is a private foundation focused on Education, based in OKLAHOMA CITY, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $19.0M in total assets. In 2024, it awarded 15 grants totaling $3.0M. Net investment income was $893K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$19.0M
-2.1% YoY
Annual Giving
$3.0M
+123.3% YoY
Grant Count
15
+114.3% YoY
Avg Grant Size
$203K
+4.2% YoY
Under IRS private-foundation payout rules, Charles Morton Share Trust reported a distributable amount of $1.9M for 2024 — the minimum it must pay out in qualifying distributions.
About Charles Morton Share Trust
Based on IRS filings
Charles Morton Share Trust is a private foundation focused on Education, based in OKLAHOMA CITY, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $19.0M in total assets. In 2024, it awarded 15 grants totaling $3.0M. Net investment income was $893K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $19,037,396 | $19,451,499 | $19,282,223 |
| Revenue | $3,205,274 | $1,912,168 | $2,102,903 |
| Expenses | $3,619,377 | $1,742,892 | $557,275 |
| Qualifying Distributions | $3,121,279 | $1,386,693 | $217,566 |
| Net Investment Income | $893,311 | $1,590,369 | $1,769,893 |
| Distributable Amount | $1,939,649 | $1,810,383 | $1,880,588 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
42 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Alva Economic Development ($1,383,000), Northwestern Oklahoma State University ($500,000), Alva Arena Authority ($400,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALVA ARENA AUTHORITY ALVA, OK | ARENA PROJECT & GENERAL PURPOSE | $400,000 |
| ALVA CHAMBER OF COMMERCE ALVA, OK | POOL PROJECT | $72,824 |
| ALVA ECONOMIC DEVELOPMENT ALVA, OK | POOL PROJECT | $1,383,000 |
| ALVA PUBLIC SCHOOLS ALVA, OK | ATHLETIC DEPARTMENT FOR TOURNAMENTS | $10,000 |
| ALVA REGIONAL AIRPORT ALVA, OK | UPGRADE JET A FUEL SYSTEM STORAGE AND DELIVERY | $150,000 |
| ALVA SCHOOLS - BOARD OF EDUCATION ALVA, OK | ALVA ACHIEVEMENT SCHOLARSHIPS | $39,000 |
| FREEDOM MUSEUM FREEDOM, OK | BATTLE OF TURKEY SPRINGS ARCHAEOLOGY PROJECT/COMANCHE POOL EXHIBIT | $18,000 |
| FREEDOM MUSEUM FREEDOM, OK | REPAIR ROOF ON STORAGE BUILDING ON CEMETARY LOT | $5,734 |
| NORTHWEST FAMILY SERVICES INC ALVA, OK | UPDATE EQUIPMENT AND REPLACE BROKEN OR WORN OUT BUILDING FIXTURES | $99,750 |
| NORTHWESTERN CONCERT SERIES ALVA, OK | ARTISTIC FEES AND TECHNICAL EXPENSES | $38,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TODD HOLDER | TRUSTEE | 5 | $12,000 |
| JANET CUNNINGHAM | TRUSTEE | 5 | $12,000 |
| JOHNNY JONES | TRUSTEE | 5 | $12,000 |
| ARGENT TRUST OKLAHOMA | TRUSTEE | 5 | $83,736 |
| DARRELL KLINE | TRUSTEE | 5 | $12,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles Morton Share Trust?
Charles Morton Share Trust is a private foundation focused on Education, based in OKLAHOMA CITY, OK. It holds $19.0M in total assets as of 2024.
How large is Charles Morton Share Trust?
As of 2024, Charles Morton Share Trust holds $19.0M in total assets with $3.2M in annual revenue. It awarded 15 grants totaling $3.0M in 2024.
Where does Charles Morton Share Trust operate?
Charles Morton Share Trust has awarded grants in Oklahoma.
What size grants does Charles Morton Share Trust award?
In 2024, Charles Morton Share Trust awarded 15 grants totaling $3.0M — an average of about $203K per grant, based on its IRS Form 990 filings.
How much is Charles Morton Share Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles Morton Share Trust reported a distributable amount of $1.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles Morton Share Trust's EIN?
Charles Morton Share Trust's EIN (Employer Identification Number) is 73-6090984. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Charles Morton Share Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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