ROBERTSON-FINLEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON-FINLEY FOUNDATION (EIN 76-0598999)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202401279349101865
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T11:05:22-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760598999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Robertson-Finley Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7137590450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 967 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770010967 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel R Finley | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7137590450 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Daniel | PersonFirstNm |
| Person Last | Finley | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,070,406 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,180 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $767,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,696 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $299,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,903 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,527 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,527 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,487 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,232 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,710 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $479,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,202,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,202,365 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,488,767 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,850,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,868,041 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,968,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,052,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,070,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,968,113 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,052,919 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,968,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,052,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,968,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,052,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,968,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,052,919 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,052,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly traded securities | PropertyDesc |
| Gross Sales Price | $767,947 | GrossSalesPriceAmt |
| Cost Or Other Basis | $734,251 | CostOrOtherBasisAmt |
| Gain Or Loss | $33,696 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $33,696 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,696 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,692 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,692 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $292 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Daniel R Finley | IndividualWithBooksNm |
| Phone | 7137590450 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 967 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770010967 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Daniel R Finley | ||||||||
| PO Box 967 | Houston | TX | 770010967 | Trustee | 2.50 | $0 | $0 | $0 |
| J H McMillian | ||||||||
| PO Box 967 | Houston | TX | 770010967 | Exec Dir | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,266,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $722,848 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,988,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,988,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,929,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,692 | TotalTaxAmt |
| Distributable Before Adj | $193,762 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $194,262 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,110 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $207,110 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $206,662 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $207,110 | QualifyingDistributionsAmt |
| Applied To Year1 | $206,662 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $448 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $193,814 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Academic Freedom Alliance Inc | ||||||||
| 10 Nassau St 32 | Princeton | NJ | 08542 | N/A | PC | Education Support | $4,000 | |
| Amazing Place | ||||||||
| 3735 Drexel | Houston | TX | 77027 | N/A | PC | Civil Society Support | $10,000 | |
| American Federation for Children Growth Fund | ||||||||
| 10440 Little Patuxent Pkwy Ste | Columbia | MD | 21044 | N/A | PC | Education Support | $5,000 | 300-343 |
| American Transparency | ||||||||
| 200 S Frontage Rd Ste 106 | Burr Ridge | IL | 60527 | N/A | PC | Public Policy Research Support | $3,000 | |
| Baylor Medical Foundation | ||||||||
| 3200 Southwest Fwy Ste 1180 | Houston | TX | 77027 | N/A | SO II | Scientific Research Support | $12,000 | |
| Boys & Girls Club of Greater Houston | ||||||||
| 815 Crosby | Houston | TX | 77019 | N/A | PC | Civil Society Support | $1,000 | |
| Buffalo Bayou Partnership | ||||||||
| 1019 Commerce St | Houston | TX | 77002 | N/A | PC | Conservation Support | $1,000 | |
| Center for Land Use Interpretation | ||||||||
| 9331 Venice Blvd | Culver City | CA | 90232 | N/A | PC | Conservation Support | $500 | |
| Center for Open Science (COS) | ||||||||
| 210 Ridge McIntire Rd Ste 500 | Charlottesville | VA | 22903 | N/A | PC | Scientific Research Support | $1,000 | |
| Christian Solidarity International | ||||||||
| 870 Hampshire Rd Ste T | West Lake | CA | 91361 | N/A | PC | Civil Society Support | $1,000 | |
| Claremont Institute | ||||||||
| 1317 West Foothill Blvd Ste 120 | Upland | CA | 91786 | N/A | PC | Public Policy Research Support | $5,000 | |
| Federalist Society | ||||||||
| 1776 I St NW Ste 300 | Washington | DC | 20006 | N/A | PC | Public Policy Research Support | $5,000 | |
| Foundation For Defense of Democracies | ||||||||
| PO Box 33249 | Washington | DC | 20033 | N/A | PC | Public Policy Research Support | $3,000 | |
| Foundation for Individual Rights in Education (FIRE) | ||||||||
| 510 Walnut St Ste 1250 | Philadelphia | PA | 19106 | N/A | PC | Education Support | $3,000 | |
| The Fund for American Studies | ||||||||
| 260 Russell Blvd Ste B | Davis | CA | 95616 | N/A | PC | Education Support | $2,000 | |
| Friedman Foundation (Ed Choice) | ||||||||
| 111 Monument Circle Ste 2650 | Indianapolis | IN | 46204 | N/A | PC | Education Support | $4,000 | |
| Glenwood Cemetery Historical Preservation Fd | ||||||||
| 2525 Washington Ave | Houston | TX | 77007 | N/A | PC | Conservation Support | $1,500 | |
| The Heartland Institute | ||||||||
| 3939 N Wilke Rd | Arlington Heights | IL | 60004 | N/A | PC | Public Policy Research Support | $5,000 | |
| Houston Center for Photography | ||||||||
| 1441 West Alabama | Houston | TX | 77006 | N/A | PC | Conservation Support | $1,000 | |
| Houston Classical Charter School | ||||||||
| 6403 Addicks Clodine Rd | Houston | TX | 77083 | N/A | PC | Education Support | $4,600 | |
| Houston Food Bank | ||||||||
| 535 Portwall St | Houston | TX | 77029 | N/A | PC | Civil Society Support | $5,000 | |
| Houston SPCA | ||||||||
| 7007 Old Katy Rd | Houston | TX | 77024 | N/A | PC | Conservation Support | $5,000 | |
| Institute for Justice | ||||||||
| 901 N Glebe Rd Ste 900 | Arlington | VA | 22203 | N/A | PC | Public Policy Research Support | $10,000 | |
| Intercollegiate Studies Institute | ||||||||
| 3901 Centerville Rd | Wilmington | DE | 19807 | N/A | PC | Education Support | $1,000 | |
| Judicial Watch | ||||||||
| 425 Third St SW Ste 800 | Washington | DC | 22024 | N/A | PC | Public Policy Research Support | $5,000 | |
| Knights of Columbus Charities | ||||||||
| One Columbus Plz | New Haven | CT | 06510 | N/A | PC | Civil Society Support | $1,000 | |
| The Leadership Institute | ||||||||
| 1101 N Highland St | Arlington | VA | 22201 | N/A | PC | Public Policy Research Support | $6,000 | |
| Lyceum Theater | ||||||||
| PO Box 14 | Arrow Rock | MT | 65320 | N/A | PC | Conservation Support | $500 | |
| The Manhattan Institute | ||||||||
| 52 Vanderbilt Ave 20th Fl | New York | NY | 10017 | N/A | PC | Public Policy Research Support | $4,000 | |
| Memorial Park Conservancy | ||||||||
| 7575 North Picnic Ln | Houston | TX | 77007 | N/A | PC | Conservation Support | $1,000 | |
| Museum of Jurassic Technology | ||||||||
| 9341 Venice Blvd | Culver City | CA | 90232 | N/A | PC | Conservation Support | $1,000 | |
| National Association of Scholars | ||||||||
| 420 Madison Ave 7th Fl | New York | NY | 10017 | N/A | PC | Education Support | $1,000 | |
| National Taxpayers Union Foundation | ||||||||
| 122 C St NW Ste 650 | Washington | DC | 20001 | N/A | PC | Public Policy Research Support | $4,000 | |
| New Civil Liberties Alliance | ||||||||
| 1225 19th St NW Ste 450 | Washington | DC | 20036 | N/A | PC | Public Policy Research Support | $6,000 | |
| ORHS AFJROTC Booster Club | ||||||||
| 27330 Oak Ridge School Rd | Conroe | TX | 77385 | N/A | PC | Education Support | $1,000 | |
| Pacific Legal Foundation | ||||||||
| 555 Capitol Mall Ste 1290 | Sacramento | CA | 95814 | N/A | PC | Public Policy Research Support | $10,000 | |
| Pathways Child & Family Services | ||||||||
| 222 Sidney Baker St Ste 435 | Kerrville | TX | 78028 | N/A | PC | Civil Society Support | $1,000 | |
| PERC | ||||||||
| 2048 Analysis Dr Ste A | Boseman | MT | 59718 | N/A | PC | Conservation Support | $1,000 | |
| Pease Park Conservancy | ||||||||
| 1609 Shoal Creek Blvd Ste 305 | Austin | TX | 78701 | N/A | PC | Conservation Support | $1,000 | |
| Philanthropy Roundtable | ||||||||
| 1120 20th St NW | Washington | DC | 20036 | N/A | PC | Civil Society Support | $1,000 | |
| Prager University Foundation | ||||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | N/A | PC | Education Support | $1,000 | |
| The Printing Museum | ||||||||
| 1321 San Jacinto St | Houston | TX | 77004 | N/A | PC | Conservation Support | $1,000 | |
| Prison Fellowship | ||||||||
| PO Box 1550 | Merrifield | VA | 22116 | N/A | PC | Civil Society Support | $1,000 | |
| Public Interest Legal Foundation | ||||||||
| 32 E Washington St Ste 1675 | Indianapolis | IN | 46204 | N/A | PC | Public Policy Research Support | $2,000 | |
| Real Clear Media Fund | ||||||||
| PO Box 797 | Northbrook | IL | 60065 | N/A | PC | Public Policy Research Support | $1,200 | |
| SNAP | ||||||||
| PO Box 70286 | Houston | TX | 77270 | N/A | PC | Conservation Support | $1,000 | |
| Salvation Army of Greater Houston | ||||||||
| 1500 Austin St | Houston | TX | 77002 | N/A | PC | Civil Society Support | $5,000 | |
| Sam Houston Area Council Boy Scouts | ||||||||
| 2225 North Loop West | Houston | TX | 77008 | N/A | PC | Civil Society Support | $1,000 | |
| Speech First | ||||||||
| 1300 I St NW Ste 400E | Washington | DC | 20005 | N/A | PC | Education Support | $2,000 | |
| State Policy Network | ||||||||
| 1655 N Fort Myer Dr Ste 360 | Arlington | VA | 22209 | N/A | PC | Public Policy Research Support | $7,000 | |
| Texas Public Policy Foundation | ||||||||
| 901 Congress Ave | Austin | TX | 78701 | N/A | PC | Public Policy Research Support | $4,000 | |
| Trees for Houston | ||||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | Conservation Support | $1,000 | |
| Trinity Classical School of Houston | ||||||||
| 7941 Katy Fwy Ste 110 | Houston | TX | 77024 | N/A | PC | Education Support | $4,600 | |
| Trotter Family YMCA | ||||||||
| 1331 Augusta Dr | Houston | TX | 77057 | N/A | PC | Civil Society Support | $2,500 | |
| Turning Point USA | ||||||||
| 4940 E Beverly Rd | Phoenix | AZ | 85044 | N/A | PC | Public Policy Research Support | $4,000 | |
| University of Texas at Austin Institute for Fusion Studies | ||||||||
| PO Box 7458 | Austin | TX | 78713 | N/A | GOV | Scientific Research Support | $12,000 | |
| University of Texas Southwestern Medical Center | ||||||||
| PO Box 910888 | Dallas | TX | 75391 | N/A | GOV | Scientific Research Support | $12,000 | |
| Wildlife Center of Texas | ||||||||
| 7007 Old Katy Rd | Houston | TX | 77024 | N/A | PC | Conservation Support | $2,000 | |
| Woodson Center | ||||||||
| 1625 K St NW Ste 410 | Washington | DC | 20006 | N/A | PC | Civil Society Support | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,180 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,696 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Returned grant | Desc |
| Related Or Exempt Function Incm | $500 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,903 | ExclusionAmt |
| Related Or Exempt Function Incm | $500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,403 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | Voided check related to prior year grant. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel R Finley 1998 Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 967 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Tax compliance | $2,000 | $1,000 | $1,000 |
| Bookkeeping services | $2,527 | $0 | $2,527 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 250 Amgen Inc. (AMGN) | $44,978 | $72,005 |
| 1000 BHP Billiton Ltd. (BHP) | $35,210 | $68,310 |
| 1000 Bristol-Myers Squibb (BMY) | $52,659 | $51,310 |
| 4181 Brookfield Asset Mgmt Ltd.(BAM) | $117,210 | $167,951 |
| 2314 Brookfield Corp. (BN) | $66,176 | $92,838 |
| 15 Brookfield Reinsurance Ltd (BNRE) | $643 | $606 |
| 491 Corteva Inc. (CTVA) | $9,051 | $23,529 |
| 1000 Crown Castle Int'l Corp. (CCI) | $76,881 | $115,190 |
| 250 Cummins Inc. (CMI) | $34,138 | $59,893 |
| 2 Dominion Energy Inc. (D) | $156 | $94 |
| 491 Dow Inc. (DOW) | $17,674 | $26,926 |
| 491 DuPont De Nemours (DD) | $25,938 | $37,773 |
| 1500 Enbridge Inc. | $52,680 | $54,030 |
| 500 Gaming & Leisure Properties Inc. (GLPI) | $24,686 | $24,675 |
| 2000 Gladstone Land Corp. (LAND) | $17,791 | $28,900 |
| 100 Gold Fields Limited (GFI) | $1,085 | $1,446 |
| 100 Iron Mountain Inc. (IRM) | $3,169 | $6,998 |
| 500 Kimberly-Clark (KMB) | $29,119 | $60,755 |
| 750 Lamar Advertising Company (LAMR) | $48,406 | $79,710 |
| 1000 National Storage Affiliates Tr (NSA) | $17,737 | $41,470 |
| 1500 Occidental Petroleum Corp. (OXY) | $94,015 | $89,565 |
| 1000 Paychex Inc. (PAYX) | $30,010 | $119,110 |
| 2000 Shell PLC (SHEL) | $102,265 | $131,599 |
| 1800 TotalEnergies SE (TTE) | $97,870 | $121,284 |
| 1000 Vici Properties Inc. (VICI) | $29,640 | $31,880 |
| 200 Waters Coorp. (WAT) | $42,509 | $65,846 |
| 10000 Invesco Int'l Divid Achievers Port.(PID) | $88,089 | $184,575 |
| 2000 Invesco S&P Global Water EFT Fund (CGW) | $31,320 | $106,016 |
| 1000 Ishares Tr MSCI Emerging Mkts Index (EEM) | $33,508 | $40,210 |
| 4000 Ishares Tr Select Div. Index (DVY) | $125,349 | $468,880 |
| 3100 Select Utilities Select Sector SPDR ETF (XLU) | $200,508 | $196,323 |
| 1408 Vanguard Utilities ETF (VPU) | $200,084 | $192,995 |
| 1821.86235 V.Total World Stock Index (VTWAX) 63% | $63,000 | $66,370 |
| 780.79815 V.Total World Stock Index (VTWAX) 27% | $27,000 | $28,444 |
| 289.1845 V.Total World Stock Index (VTWAX) 10% | $10,000 | $10,535 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank fees | Desc |
| Revenue And Expenses Per Books | $183 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $183 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Returned grant | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $2,255 | $0 | $0 |
| Foreign tax | $4,232 | $4,232 | $0 |
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