Wortham Foundation

Houston, TX
Tax-exempt since March 1961
EIN: 74-1334356

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$10.1M (2023)

Expenses

$13.1M (2023)

Total Assets

$242M (2023)

Total Liabilities

$266k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Revenue

$10,138,659

Expenses

$13,135,006

Net Income

-$2,996,347

Net Assets

$242,124,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,560,813	45.0%
Sales of Assets	$3,655,787	36.1%
Other Income	$1,922,059	19.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,569,367	88.1%
Compensation of Officers*	$247,500	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$242,390,216
Total Liabilities	$265,685
Net Assets	$242,124,531

Compensation

Key Employees and Officers	Compensation	Other
Fred C Burns (Secretary Treasurer)	$49,500	$0
Brady F Carruth (President, Asst Treasurer)	$49,500	$0
R W Wortham Iii (Chairman, Asst Treasurer)	$49,500	$0
Thomas E Smith (Trustee Asst Treasurer)	$49,500	$0
Brady Carruth Jr (Trustee Asst Treasurer)	$49,500	$0

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990-PF

Filed on Aug. 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2022

Revenue

$30,146,606

Expenses

$14,383,290

Net Income

$15,763,316

Net Assets

$245,124,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,152,903	17.1%
Sales of Assets	$21,728,816	72.1%
Other Income	$3,264,887	10.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,814,649	89.1%
Compensation of Officers*	$224,000	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$245,124,483
Total Liabilities	$0
Net Assets	$245,124,483

Compensation

Key Employees and Officers	Compensation	Other
Brady F Carruth (President, Asst Treasurer)	$45,000	$0
R W Wortham Iii (Chairman, Asst Treasurer)	$45,000	$0
Thomas E Smith (Trustee Asst Treasurer)	$45,000	$0
Brady Carruth Jr (Trustee Asst Treasurer)	$45,000	$0
Fred C Burns (Secretary Treasurer)	$44,000	$0

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990-PF

Filed on Aug. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$18,625,476

Expenses

$14,694,406

Net Income

$3,931,070

Net Assets

$229,365,666

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,485,770	18.7%
Sales of Assets	$14,121,435	75.8%
Other Income	$1,018,271	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,187,749	89.7%
Compensation of Officers*	$210,000	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$229,365,666
Total Liabilities	$0
Net Assets	$229,365,666

Compensation

Key Employees and Officers	Compensation	Other
Fred C Burns (Secretary Treasurer)	$42,000	$0
Brady F Carruth (Chairman Asst Treasurer)	$42,000	$0
R W Wortham Iii (President Asst Treasurer)	$42,000	$0
Thomas E Smith (Trustee Asst Treasurer)	$42,000	$0
Brady Carruth Jr (Trustee)	$42,000	$0

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990-PF

Filed on Aug. 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$12,013,766

Expenses

$12,760,816

Net Income

-$747,050

Net Assets

$225,438,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,046,087	8.7%
Dividends	$3,967,375	33.0%
Sales of Assets	$7,041,877	58.6%
Other Income	-$41,573

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,437,261	89.6%
Compensation of Officers*	$206,000	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$225,438,184
Total Liabilities	$1
Net Assets	$225,438,183

Compensation

Key Employees and Officers	Compensation	Other
Brady F Carruth (President Asst Treasurer)	$42,000	$0
R W Wortham Iii (Chairman Asst Treasurer)	$42,000	$0
Thomas E Smith (Trustee Asst Treasurer)	$42,000	$0
Brady Carruth Jr (Trustee)	$42,000	$0
Fred C Burns (Secretary Treasurer)	$38,000	$0

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990-PF

Filed on Aug. 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2019

Revenue

$15,230,771

Expenses

$12,877,687

Net Income

$2,353,084

Net Assets

$226,515,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,013,110	46.0%
Sales of Assets	$7,987,441	52.4%
Other Income	$230,220	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,356,887	88.2%
Compensation of Officers*	$196,000	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$226,515,208
Total Liabilities	$1
Net Assets	$226,515,207

Compensation

Key Employees and Officers	Compensation	Other
Brady F Carruth (President Asst Treasurer)	$42,000	$0
R W Wortham Iii (Chairman Asst Treasurer)	$42,000	$0
Thomas E Smith (Trustee Asst Treasurer)	$42,000	$0
Fred C Burns (Secretary Treasurer)	$41,000	$0
Brady Carruth Jr (Trustee)	$29,000	$0

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990-PF

Filed on Aug. 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$17,996,309

Expenses

$13,173,224

Net Income

$4,823,085

Net Assets

$224,165,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,853,055	38.1%
Sales of Assets	$11,071,716	61.5%
Other Income	$71,538	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,701,184	88.8%
Compensation of Officers*	$175,000	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$224,168,515
Total Liabilities	$2,768
Net Assets	$224,165,747

Compensation

Key Employees and Officers	Compensation	Other
Employees (Staff)	$263,221	$0
Fred C Burns (Secretary Treasurer)	$44,000	$0
R W Wortham Iii (Chairman Asst Treasurer)	$44,000	$0
Thomas E Smith (Trustee Asst Treasurer)	$44,000	$0
Brady F Carruth (President Asst Treasurer)	$43,000	$0

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990-PF

Filed on Aug. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2017

Revenue

$13,874,048

Expenses

$10,203,540

Net Income

$3,670,508

Net Assets

$219,342,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,760,932	41.5%
Sales of Assets	$7,611,015	54.9%
Other Income	$502,101	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,697,599	85.2%
Compensation of Officers*	$172,000	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,341,144
Total Liabilities	-$1,518
Net Assets	$219,342,662

Compensation

Key Employees and Officers	Compensation	Other
William V H Clarke (Controller)	$185,318	$0
Barbara J Snyder (Grants Coord)	$110,672	$0
Fred C Burns (Secretary Treasurer)	$43,000	$0
Brady F Carruth (President Asst Treasurer)	$43,000	$0
R W Wortham Iii (Chairman Asst Treasurer)	$43,000	$0
Thomas E Smith (Trustee Asst Treasurer)	$43,000	$0

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990-PF

Filed on Aug. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2016

Revenue

$17,886,077

Expenses

$12,985,017

Net Income

$4,901,060

Net Assets

$215,671,905

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,588,830	31.2%
Sales of Assets	$11,566,043	64.7%
Other Income	$731,204	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,531,440	88.8%
Compensation of Officers*	$130,610	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$215,668,318
Total Liabilities	-$3,587
Net Assets	$215,671,905

Compensation

Key Employees and Officers	Compensation	Other
William V H Clarke (Controller)	$184,823	$0
Barbara J Snyder (Grants Coord)	$110,624	$0
R W Wortham Iii (Chairman Asst Treasurer)	$33,090	$0
Thomas E Smith (Trustee Asst Treasurer)	$33,090	$0
Brady F Carruth (President Asst Treasurer)	$32,340	$0
Fred C Burns (Secretary Treasurer)	$32,090	$0

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990-PF

Filed on Aug. 18, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2015

Revenue

$19,392,885

Expenses

$12,855,776

Net Income

$6,537,109

Net Assets

$210,770,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,307,641	27.4%
Sales of Assets	$14,356,534	74.0%
Other Income	-$271,290

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,359,240	88.4%
Compensation of Officers*	$120,282	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$210,940,901
Total Liabilities	$170,054
Net Assets	$210,770,847

Compensation

Key Employees and Officers	Compensation	Other
William V H Clarke (Controller)	$179,853	$0
Barbara J Snyder (Grants Coord)	$107,697	$0
Fred C Burns (Secretary Treasurer)	$30,258	$0
R W Wortham Iii (President Asst Treasurer)	$30,258	$0
Thomas E Smith (Trustee Asst Treasurer)	$30,258	$0
Brady F Carruth (Chairman Asst Treasurer)	$29,508	$0

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990-PF

Filed on Sept. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2014

Revenue

$20,525,230

Expenses

$14,479,530

Net Income

$6,045,700

Net Assets

$204,233,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,992,005	29.2%
Sales of Assets	$14,394,563	70.1%
Other Income	$138,662	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,206,725	91.2%
Compensation of Officers*	$124,782	0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$204,240,048
Total Liabilities	$6,310
Net Assets	$204,233,738

Compensation

Key Employees and Officers	Compensation	Other
William V H Clarke (Controller)	$172,701	$0
Barbara J Snyder (Grants Coord)	$104,137	$0
Brady F Carruth (Chairman Asst Treasurer)	$31,758	$0
Fred C Burns (Secretary Treasurer)	$31,008	$0
R W Wortham Iii (President Asst Treasurer)	$31,008	$0
Thomas E Smith (Trustee Asst Treasurer)	$31,008	$0

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990-PF

Filed on Aug. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Sept.
2013

Revenue

$13,725,451

Expenses

$11,939,620

Net Income

$1,785,831

Net Assets

$198,188,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,136,785	37.4%
Sales of Assets	$8,402,733	61.2%
Other Income	$185,933	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,836,194	90.8%
Compensation of Officers*	$122,532	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$198,199,406
Total Liabilities	$11,368
Net Assets	$198,188,038

990-PF

Filed on Oct. 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Sept.
2012

Revenue

$9,169,589

Expenses

$11,359,156

Net Income

-$2,189,567

Net Assets

$196,402,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$4,346,156	47.4%
Sales of Assets	$4,746,532	51.8%
Other Income	$76,877	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,396,507	91.5%
Compensation of Officers*	$128,532	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$196,402,207
Total Liabilities	$0
Net Assets	$196,402,207

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$6,405,556

Expenses

$11,243,715

Net Income

-$4,838,159

Net Assets

$198,591,774

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$991	0.0%
Dividends	$4,588,977	71.6%
Sales of Assets	$1,576,876	24.6%
Other Income	$238,712	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,283,773	91.5%
Compensation of Officers*	$109,862	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$198,593,070
Total Liabilities	$1,296
Net Assets	$198,591,774

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Wortham Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $10.1M (2023)

Expenses $13.1M (2023)

Total Assets $242M (2023)

Total Liabilities $266k (2023)

Tax Filings by Year

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Revenue

$10.1M (2023)

Expenses

$13.1M (2023)

Total Assets

$242M (2023)

Total Liabilities

$266k (2023)

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001