Rosalie & Joiner Cartwright Jr
Rosalie & Joiner Cartwright Jr is a private foundation, 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.
Rosalie & Joiner Cartwright Jr at a glance
In short: Rosalie & Joiner Cartwright Jr gave $52K across 9 grants in 2024 (avg $6K), mostly in Texas. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $52,000
- +7.2% vs 2023
- Grants made (2024)
- 9
- -25.0% vs 2023
- Average grant
- $5,778
- +43.0% vs 2023
- Median grant
- $5,000
- Total assets
- $734,855
- +0.2% vs 2023
- Primary geography
- Texas (87% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Rosalie & Joiner Cartwright Jr funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was Neuhaus Education Center ($10K). Together the top 9 received $52K.
Grant Size Distribution
48 grants across all recorded years
The most common grant size was under $50K: 48 grants of 48 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Rosalie & Joiner Cartwright Jr gives
- Giving held roughly steady from 2021 to 2024 (−9%). Method
- In 2024 it paid out 108% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $49K (2023) to $59K (2022). In 2024 it made 9 grants totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Neuhaus Education Center Bellaire, TX | General Fund | $10,000 |
| Neuhaus Education Center-Luncheon Bellaire, TX | General Fund | $10,000 |
| Hope Clinic Houston, TX | General Fund | $10,000 |
| Heart Gift Austin, TX | General Fund | $7,500 |
| Houston Area Parkinson Society Houston, TX | General Fund | $5,000 |
| Hawaii Foundation Honolulu, HI | General Fund | $5,000 |
| Habitat for Humanity Houston, TX | General Fund | $2,000 |
| Souther Povery Law Center Montgomery, AL | General Fund | $2,000 |
| Utopia Volunteer EMS Department Utopia, TX | General Fund | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $734,855 | $59,313 | $57,534 | $52,000 | 9 | $52,000 | $59,313 | $48,292 |
| 2023 | $733,076 | $28,637 | $54,958 | $48,500 | 12 | $97,000 | $29,564 | $46,900 |
| 2022 | $759,397 | $42,448 | $64,445 | $58,500 | 9 | $58,500 | $37,256 | — |
| 2021 | $778,208 | $55,325 | $62,572 | $57,000 | 9 | $57,000 | $43,118 | $3,938 |
| 2020 | $786,260 | $32,807 | $54,150 | $49,000 | 9 | — | $32,807 | — |
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.
Leadership & Key People
Officers and directors from IRS filings
Rosalie & Joiner Cartwright Jr's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Bettie Cartwright
Director
On filings since 2020
No compensation reported
Gloria Hui
Director
On filings since 2020
No compensation reported
Joiner Cartwright Jr.
Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Rosalie & Joiner Cartwright Jr
How much does Rosalie & Joiner Cartwright Jr give each year?
Rosalie & Joiner Cartwright Jr gave $52K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $49K across 12 grants.
What is Rosalie & Joiner Cartwright Jr's typical grant size?
Rosalie & Joiner Cartwright Jr's median grant in 2024 was $5,000, and its average grant was $5,778, across 9 grants on its 2024 IRS Form 990-PF.
Where does Rosalie & Joiner Cartwright Jr give grants?
Rosalie & Joiner Cartwright Jr gives mostly in Texas: 87% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Hawaii (10%). The most frequent recipient cities were Houston, TX (3 grants) and Bellaire, TX (2 grants).
Does Rosalie & Joiner Cartwright Jr give general operating support?
Yes: 100% of Rosalie & Joiner Cartwright Jr's 2024 grants with a stated purpose (9 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Rosalie & Joiner Cartwright Jr's largest grantees?
Rosalie & Joiner Cartwright Jr's largest 2024 grantees include Neuhaus Education Center ($10,000), Neuhaus Education Center-Luncheon ($10,000) and Hope Clinic ($10,000), according to its 2024 IRS Form 990-PF. Together they received 58% of its itemized 2024 grant dollars.
How large is Rosalie & Joiner Cartwright Jr?
Rosalie & Joiner Cartwright Jr reported $735K in total assets on its 2024 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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