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Nonprofit · EIN 73-6090984

CHARLES MORTON SHARE TRUST

Tax-exempt · OKLAHOMA CITY, OK 73102

Financials

$1.9M$1.7M2022$3.2M$3.6M2023$6.3M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of CHARLES MORTON SHARE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$6,295,576$1,261,214$5,034,362$24,071,758$0$24,071,758
June 30, 2024990-PF$3,205,274$3,619,377-$414,103$19,037,396$0$19,037,396
June 30, 2023990-PF$1,912,168$1,742,892$169,276$19,451,499$0$19,451,499
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$542,308
Net rental income
$184,734
Net gain from sales of assets
$4,830,345
Other income
$521,092

Expenses

Grants and similar amounts paid
$775,924
Compensation of officers, directors and key employees
$138,128
Disbursements for charitable purposes
$896,473
Excise tax on investment income
$82,578

Balance sheet and other

Total assets, start of year
$19,037,396
Total assets, end of year
$24,071,758
Total liabilities, end of year
$0
Net assets, end of year
$24,071,758
Fair market value of assets
$48,260,207
Qualifying distributions
$15,696,473
Net investment income
$6,295,576

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ARGENT TRUST OKLAHOMA
612 N ROBINSON SUITE 100, OKLAHOMA CITY, OK 73102
TRUSTEE40$74,557
TODD HOLDER
PO BOX 359, ALVA, OK 73717
TRUSTEE10$12,000
JANET CUNNINGHAM
502 LAKE DRIVE, ALVA, OK 73717
TRUSTEE10$12,000
JOHNNY JONES
101 EAST BARNES STREET, ALVA, OK 73717
TRUSTEE10$12,000
DARRELL KLINE
508 FLYNN, ALVA, OK 73717
TRUSTEE10$12,000
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
ARGENT TRUST OKLAHOMA
612 N ROBINSON SUITE 100, OKLAHOMA CITY, OK 73102
TRUSTEE5$83,736
TODD HOLDER
PO BOX 359, ALVA, OK 73717
TRUSTEE5$12,000
JANET CUNNINGHAM
502 LAKE DRIVE, ALVA, OK 73717
TRUSTEE5$12,000
JOHNNY JONES
101 EAST BARNES STREET, ALVA, OK 73717
TRUSTEE5$12,000
DARRELL KLINE
508 FLYNN, ALVA, OK 73717
TRUSTEE5$12,000
990-PF for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
ARGENT TRUST OF OKLAHOMA
621 N ROBINSON SUITE 100, OKLAHOMA CITY, OK 73102
TRUSTEE5$86,865
TODD HOLDER
PO BOX 359, ALVA, OK 73717
TRUSTEE5$12,000
DARRELL KLINE
508 FLYNN, ALVA, OK 73717
TRUSTEE5$12,000
JOHNNY JONES
101 EAST BARNES STREET, ALVA, OK 73717
TRUSTEE5$12,000
JANET CUNNINGHAM
502 LAKE DRIVE, ALVA, OK 73717
TRUSTEE5$12,000

Address and contacts

Address (IRS master file)
621 N ROBINSON AVE STE 100, OKLAHOMA CITY, OK 73102-6229
In care of
% HERITAGE TRUST COMPANY
Signed the 990-PF
BRUCE CARSON, TRUSTEE
Phone
(405) 848-8899
Return prepared by
EIDE BAILLY LLP

What it must file and when

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
73-6090984
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
1961
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$24,071,758
Income (IRS master file)
$16,790,177

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$6,295,576$1,261,214$24,071,758XML
990-PFJune 2024$3,205,274$3,619,377$19,037,396XML
990-PFJune 2023$1,912,168$1,742,892$19,451,499XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––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 73-6090984).

Questions about CHARLES MORTON SHARE TRUST

What is the EIN of CHARLES MORTON SHARE TRUST?
The employer identification number (EIN) of CHARLES MORTON SHARE TRUST is 73-6090984.
Is CHARLES MORTON SHARE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to CHARLES MORTON SHARE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES MORTON SHARE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES MORTON SHARE TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES MORTON SHARE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of CHARLES MORTON SHARE TRUST?
The 990-PF for the year ended June 30, 2025 lists 5 people; 5 received compensation from the organization, the highest $74,557 (ARGENT TRUST OKLAHOMA, TRUSTEE).
How much revenue does CHARLES MORTON SHARE TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,295,576, expenses of $1,261,214 and total assets of $24,071,758 at year end.

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