Rosalie And Joiner Cartwright Jr Foundation

Houston, TX
Tax-exempt since March 1996
EIN: 76-0460235

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$59.3k (2024)

Expenses

$57.5k (2024)

Total Assets

$735k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$59,313

Expenses

$57,534

Net Income

$1,779

Net Assets

$734,855

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,887	55.4%
Sales of Assets	$22,527	38.0%
Other Income	$3,899	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,000	90.4%
Compensation of Officers*	$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	$734,855
Total Liabilities	$0
Net Assets	$734,855

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on Nov. 17, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$28,637

Expenses

$54,958

Net Income

-$26,321

Net Assets

$733,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,564	> 100%
Sales of Assets	-$927
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,000	> 100%
Compensation of Officers*	$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	$733,076
Total Liabilities	$0
Net Assets	$733,076

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on Aug. 5, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$42,448

Expenses

$64,445

Net Income

-$21,997

Net Assets

$759,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,542	55.5%
Sales of Assets	$18,906	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,500	90.8%
Compensation of Officers*	$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	$759,397
Total Liabilities	$0
Net Assets	$759,397

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on June 30, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$55,325

Expenses

$62,572

Net Income

-$7,247

Net Assets

$778,208

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,406	49.5%
Sales of Assets	$27,917	50.5%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,000	91.1%
Compensation of Officers*	$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	$778,208
Total Liabilities	$0
Net Assets	$778,208

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on May 16, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$32,807

Expenses

$54,150

Net Income

-$21,343

Net Assets

$786,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,196	67.7%
Sales of Assets	$10,609	32.3%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,000	90.5%
Compensation of Officers*	$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	$786,260
Total Liabilities	$1
Net Assets	$786,259

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on April 22, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$37,890

Expenses

$14,863

Net Income

$23,027

Net Assets

$807,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,076	71.5%
Sales of Assets	$10,814	28.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	67.3%
Compensation of Officers*	$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	$807,603
Total Liabilities	$1
Net Assets	$807,602

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on May 1, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$48,958

Expenses

$68,398

Net Income

-$19,440

Net Assets

$784,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,190	53.5%
Sales of Assets	$22,768	46.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,000	95.0%
Compensation of Officers*	$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	$784,576
Total Liabilities	$0
Net Assets	$784,576

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on March 26, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$61,526

Expenses

$8,348

Net Income

$53,178

Net Assets

$804,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,087	39.1%
Sales of Assets	$37,439	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,250	62.9%
Compensation of Officers*	$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	$804,284
Total Liabilities	$0
Net Assets	$804,284

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on March 20, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$18,960

Expenses

$82,947

Net Income

-$63,987

Net Assets

$751,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,441	> 100%
Sales of Assets	-$4,481
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,000	96.4%
Compensation of Officers*	$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	$751,106
Total Liabilities	$0
Net Assets	$751,106

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on March 24, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$16,343

Expenses

$4,283

Net Income

$12,060

Net Assets

$815,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,541	> 100%
Sales of Assets	-$8,715
Other Income	$1,517	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,500	35.0%
Compensation of Officers*	$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	$815,093
Total Liabilities	$0
Net Assets	$815,093

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on Oct. 4, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$37,497

Expenses

$53,412

Net Income

-$15,915

Net Assets

$803,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,001	64.0%
Sales of Assets	$13,496	36.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,300	94.2%
Compensation of Officers*	$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	$803,033
Total Liabilities	$0
Net Assets	$803,033

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on June 3, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$56,839

Expenses

$56,079

Net Income

$760

Net Assets

$818,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,139	35.4%
Sales of Assets	$36,700	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,750	90.5%
Compensation of Officers*	$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	$818,948
Total Liabilities	$0
Net Assets	$818,948

Compensation

Key Employees and Officers	Compensation	Other
Dr Joiner Cartwright Jr (Director)	$0	$0
Dr Gloria Hui (Director)	$0	$0
Bettie Cartwright (Director)	$0	$0

990-PF

Filed on March 8, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$126,968

Expenses

$58,557

Net Income

$68,411

Net Assets

$818,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,724	2.1%
Dividends	$17,319	13.6%
Sales of Assets	$106,864	84.2%
Other Income	$61	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	85.4%
Compensation of Officers*	$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	$818,188
Total Liabilities	$1
Net Assets	$818,187

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$103,668

Expenses

$40,595

Net Income

$63,073

Net Assets

$749,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,798	5.6%
Dividends	$10,706	10.3%
Sales of Assets	$90,177	87.0%
Other Income	-$3,013

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,000	61.6%
Compensation of Officers*	$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	$749,777
Total Liabilities	$0
Net Assets	$749,777

990-PF

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

PDF

PDF (2 of 2)

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Rosalie And Joiner Cartwright Jr Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $59.3k (2024)

Expenses $57.5k (2024)

Total Assets $735k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$59.3k (2024)

Expenses

$57.5k (2024)

Total Assets

$735k (2024)

Total Liabilities

$0 (2024)

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