Rosalie & Joiner Cartwright Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $735K in total assets. In 2024, it awarded 9 grants totaling $52K. Net investment income was $59K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$735K
+0.2% YoY
Annual Giving
$52K
+7.2% YoY
Grant Count
9
-25.0% YoY
Avg Grant Size
$6K
+43.0% YoY
Under IRS private-foundation payout rules, Rosalie & Joiner Cartwright Jr reported a distributable amount of $48K for 2024 — the minimum it must pay out in qualifying distributions.
About Rosalie & Joiner Cartwright Jr
Based on IRS filings
Rosalie & Joiner Cartwright Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $735K in total assets. In 2024, it awarded 9 grants totaling $52K. Net investment income was $59K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $734,855 | $733,076 | $759,397 |
| Revenue | $59,313 | $28,637 | $42,448 |
| Expenses | $57,534 | $54,958 | $64,445 |
| Qualifying Distributions | $52,000 | $97,000 | $58,500 |
| Net Investment Income | $59,313 | $29,564 | $37,256 |
| Distributable Amount | $48,292 | $46,900 | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Neuhaus Education Center ($10,000), Neuhaus Education Center-luncheon ($10,000), Hope Clinic ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HABITAT FOR HUMANITY HOUSTON, TX | GENERAL FUND | $2,000 |
| HOUSTON AREA PARKINSON SOCIETY HOUSTON, TX | GENERAL FUND | $5,000 |
| HEART GIFT AUSTIN, TX | GENERAL FUND | $7,500 |
| SOUTHER POVERY LAW CENTER MONTGOMERY, AL | GENERAL FUND | $2,000 |
| NEUHAUS EDUCATION CENTER BELLAIRE, TX | GENERAL FUND | $10,000 |
| HAWAII FOUNDATION HONOLULU, HI | GENERAL FUND | $5,000 |
| NEUHAUS EDUCATION CENTER-LUNCHEON BELLAIRE, TX | GENERAL FUND | $10,000 |
| UTOPIA VOLUNTEER EMS DEPARTMENT UTOPIA, TX | GENERAL FUND | $500 |
| HOPE CLINIC HOUSTON, TX | GENERAL FUND | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DR JOINER CARTWRIGHT JR | DIRECTOR | — | — |
| DR GLORIA HUI | DIRECTOR | — | — |
| BETTIE CARTWRIGHT | DIRECTOR | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rosalie & Joiner Cartwright Jr?
Rosalie & Joiner Cartwright Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HOUSTON, TX. It holds $735K in total assets as of 2024.
How large is Rosalie & Joiner Cartwright Jr?
As of 2024, Rosalie & Joiner Cartwright Jr holds $735K in total assets with $59K in annual revenue. It awarded 9 grants totaling $52K in 2024.
Where does Rosalie & Joiner Cartwright Jr operate?
Rosalie & Joiner Cartwright Jr has awarded grants in Alabama, Hawaii, Texas.
What size grants does Rosalie & Joiner Cartwright Jr award?
In 2024, Rosalie & Joiner Cartwright Jr awarded 9 grants totaling $52K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Rosalie & Joiner Cartwright Jr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Rosalie & Joiner Cartwright Jr reported a distributable amount of $48K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Rosalie & Joiner Cartwright Jr's EIN?
Rosalie & Joiner Cartwright Jr's EIN (Employer Identification Number) is 76-0460235. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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