Funder DirectoryCHARLES MORTON SHARE TRUST
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Private foundation (trust)EIN 736090984Est. 1961-07

CHARLES MORTON SHARE TRUST

OKLAHOMA CITY, OK 73102

Accepts unsolicited proposals

Total Assets

$40.1M

FY 2023

Annual Giving

$3.0M

FY 2023

Grants Made

15

FY 2023

Avg Grant

$203K

FY 2023

Grant Range

$6K–$1.4M

Typical

Deadlines

No specific form of application is req…

Applications

Financial Snapshot

2023 filing

Total Revenue

$3.2M

Total Expenses

$3.6M

Qualifying Distributions

$3.1M

Distributable Amount

$1.9M

Min. Investment Return

$2.0M

Undistributed Income

$596K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

15 grants

Grant sizes from minimum $6K through median $39K to maximum $1.4M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2019 to 2023. Peak $3.0M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

42 grants

ALVA ECONOMIC DEVELOPMENT
$1.4M
1 grant
ALVA ECONOMIC DEVELOPMENT AUTHORITY
$1.0M
1 grant
SHARE MEDICAL CENTER
$758K
2 grants
NORTHWESTERN OKLAHOMA STATE UNIVERSITY
$562K
5 grants
ALVA ARENA AUTHORITY
$500K
2 grants
ALVA BOARD OF EDUCATION
$223K
4 grants
CHEROKEE STRIP MUSEUM
$200K
2 grants
ALVA REGIONAL AIRPORT
$160K
2 grants

Grant Size Distribution

42 grants

<$10K
9
grants
$10–50K
19
grants
$50–250K
8
grants
$250K–1M
4
grants
$1–5M
2
grants
$5M+

Geographic Focus

1 states

Oklahoma
$5.5M
100% of total

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CHARLES MORTON SHARE TRUST — Grants, Financials & Contact | Grantivo