Charles Morton Share Trust
EIN 736090984Total Given 2020–2024
$5.5M
42 grants · $1.1M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$30K
typical mid grants · $16K–$81K
grant size
30%
supporter · 8/27 multi-year
repeat
$40.1M
Assets (2024)
27
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
KEVIN KARPE HERITAGE TRUST COMPANY
Phone
(405) 848-8899
Deadlines
NO SPECIFIC FORM OF APPLICATION IS REQUIRED.
How to Apply
NO SPECIFIC FORM OF APPLICATION IS REQUIRED.
Restrictions
NO SPECIFIC FORM OF APPLICATION IS REQUIRED.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $721K | $32.6M | $1.3M | 6 |
| 2021 | $180K | $38.4M | $1.4M | 6 |
| 2022 | $190K | $35.9M | $2.1M | 8 |
| 2023 | $1.4M | $37.8M | $1.9M | 7 |
| 2024 | $3.0M | $40.1M | $3.2M | 15 |
Grant Size Distribution
Based on 42 grants on record
Minimum
$4K
25th Pctl
$16K
Median
$30K
Average
$131K
75th Pctl
$81K
Maximum
$1.4M
Geographic Distribution
Officers & Directors
TH
Todd Holder
5+ yrs
Trustee
DK
Darrell Kline
5+ yrs
Trustee
AO
Argent Trust Oklahoma
Trustee
JJ
Johnny Jones
4 yrs
Trustee
JC
Janet Cunningham
2 yrs
Trustee
DK
Darrell Kline
5+ yrs
Trustee
TH
Todd Holder
5+ yrs
Trustee
AO
Argent Trust of Oklahoma
Trustee
JJ
Johnny Jones
4 yrs
Trustee
JC
Janet Cunningham
2 yrs
Trustee
DL
Dean Linder
3 yrs
Trustee
JJ
Johnny Jones
4 yrs
Trustee
TH
Todd Holder
5+ yrs
Trustee
DK
Darrell Kline
5+ yrs
Trustee
HC
Heritage Trust Company
3 yrs
Trustee
TH
Todd Holder
5+ yrs
Trustee
HC
Heritage Trust Company
3 yrs
Trustee
DK
Darrell Kline
5+ yrs
Trustee
JJ
Johnny Jones
4 yrs
Trustee
DL
Dean Linder
3 yrs
Trustee
JJ
Johnny C Jones
Trustee
DL
Dean Linder
3 yrs
Trustee
DK
Darrell Kline
5+ yrs
Trustee
TH
Todd Holder
5+ yrs
Trustee
HC
Heritage Trust Company
3 yrs
Trustee
Grants Awarded (42 total)
| Purpose | ||||
|---|---|---|---|---|
| Alva Economic Development | Alva, OK | $1,383,000 | POOL PROJECT | 2024 |
| Alva Economic Development Authority | Alva, OK | $1,030,000 | 2023 SHARE FOUNDATION GRANT TO THE ALVA POOL FUND | 2023 |
| Share Medical Center | Alva, OK | $500,000 | GRANT FORHOMESTEADRENOVATION | 2020 |
| Northwestern Oklahoma State University | Alva, OK | $500,000 | HEROD HALL REMODEL | 2024 |
| Alva Arena Authority | Alva, OK | $400,000 | ARENA PROJECT & GENERAL PURPOSE | 2024 |
| Share Medical Center | Alva, OK | $258,000 | 3D MAMMOGRAPHY | 2024 |
| Cherokee Strip Museum | Alva, OK | $175,000 | GRANT FOR ROOF REPAIR | 2023 |
| Alva Regional Airport | Alva, OK | $150,000 | UPGRADE JET A FUEL SYSTEM STORAGE AND DELIVERY | 2024 |
| Alva Arena Authority | Alva, OK | $100,000 | 2018 GRANT FORARENA COMPLEX | 2020 |
| Northwest Family Services Inc | Alva, OK | $99,750 | UPDATE EQUIPMENT AND REPLACE BROKEN OR WORN OUT BUILDING FIXTURES | 2024 |
| Alva Board of Education | Alva, OK | $83,000 | 2019 GRANT FORASCHIEVENTMENTSCHOLARSHIPS | 2020 |
| Burlington Public Schools | Burlington, OK | $75,000 | 2023 GRANT AWARD | 2023 |
| Alva Chamber of Commerce | Alva, OK | $72,824 | POOL PROJECT | 2024 |
| Alva Board of Education | Alva, OK | $60,000 | SCHOLARSHIPS | 2021 |
| Alva Board of Education | Alva, OK | $40,000 | 2023 SHARE FOUNDATION GRANT FOR SCHOLARSHIPS | 2023 |
| Alva Board of Education | Alva, OK | $40,000 | 2022 SHARE FOUNDATION GRANT FOR SCHOLARSHIPS | 2022 |
| Alva Schools - Board of Education | Alva, OK | $39,000 | ALVA ACHIEVEMENT SCHOLARSHIPS | 2024 |
| Northwestern Concert Series | Alva, OK | $38,000 | ARTISTIC FEES AND TECHNICAL EXPENSES | 2024 |
| Waynoka Historical Society | Waynoka, OK | $35,000 | GRANT MATCH FOR 2021 | 2022 |
| Northwestern Oklahoma State University | Alva, OK | $30,000 | STERN CONCERT SERIES | 2021 |
| Woods County Conservation | Alva, OK | $30,000 | MATCHING FUND | 2021 |
| Ok Department of Corrections | Oklahoma City, OK | $30,000 | 2023 GRANT AWARD | 2023 |
| Oklahoma Department of Corrections | Alva, OK | $30,000 | REPLACE OUTDATED DENTAL EQUIPMENT | 2024 |
| Department of Corrections | Oklahoma City, OK | $30,000 | MATCH FOR 2021 TO REPLACE DENTAL EQUIPMENT | 2022 |
| Nw Foundation | Alva, OK | $30,000 | 2022 GRANT AWARD | 2022 |