ROBERTSON-FINLEY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON-FINLEY FOUNDATION (EIN 76-0598999)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202211269349101536
- Schema version
- 2021v4.2
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T15:20:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-06 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,377,984 | 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 | $55 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,260 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,101 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $259,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,920 | 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 | $4,037 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,187 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,953 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,929 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $112 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,779 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,299 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,779 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,299 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $558,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $292,882 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $292,882 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,265,998 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,617,761 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,085,102 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,824,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,910,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,377,984 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,824,825 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,910,643 | 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 | $2,824,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,910,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,824,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,910,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,824,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,818 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,910,643 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,910,643 | 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 | $165,260 | GrossSalesPriceAmt |
| Cost Or Other Basis | $150,159 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,101 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,101 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,156 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,156 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $161 | 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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | $3,597,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $540,208 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,137,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,137,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,075,475 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,774 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $203,774 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,156 | TotalTaxAmt |
| Distributable Before Adj | $201,618 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,618 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,618 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,299 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,299 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $166,680 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,299 | QualifyingDistributionsAmt |
| Applied To Year1 | $166,680 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $619 | 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 | $200,999 | 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 |
|---|---|---|---|---|---|---|---|
| Academic Freedom Alliance Inc | |||||||
| 10 Nassau Street 32 | Princeton | NJ | 08542 | N/A | PC | General Support | $1,700 |
| Alliance for School Choice Inc | |||||||
| 1020 19th St NW Ste 675 | Washington | DC | 20036 | N/A | PC | General Support | $5,000 |
| American Transparency | |||||||
| 200 S Frontage Rd Ste 106 | Burr Ridge | IL | 60527 | N/A | PC | General support | $2,500 |
| Arrow Rock Lyceum Theatre | |||||||
| PO Box 14 | Arrow Rock | MO | 65320 | N/A | PC | General support | $500 |
| Baylor Medical Foundation | |||||||
| 3200 Southwest Fwy Ste 1180 BCM160 | Houston | TX | 77027 | N/A | SO II | Alzheimer's research | $10,000 |
| Boys & Girls Clubs of Greater Houston | |||||||
| 815 Crosby St | Houston | TX | 77019 | N/A | PC | General support | $1,000 |
| Buffalo Bayou Partnership | |||||||
| 1019 Commerce St | Houston | TX | 77002 | N/A | PC | General support | $1,000 |
| Center for Land Use Interpretation | |||||||
| 9331 Venice Blvd | Culver City | CA | 90232 | N/A | PC | General support | $500 |
| Center for Open Science (COS) | |||||||
| 210 Ridge McIntire Rd Ste 500 | Charlottesville | VA | 22903 | N/A | PC | General support | $1,000 |
| Christian Solidarity International | |||||||
| 870 Hampshire Rd Ste T | WestLake | CA | 91361 | N/A | PC | General support | $1,000 |
| Claremont Institute | |||||||
| 1317 W Foothill Blvd Ste 120 | Upland | CA | 91786 | N/A | PC | General support | $2,800 |
| EdChoice Inc | |||||||
| 111 Monument Circle Ste 2650 | Indianapolis | IN | 46204 | N/A | PC | General support | $4,000 |
| Federalist Society | |||||||
| 1776 I St NW | Washington | DC | 20006 | N/A | PC | General support | $5,000 |
| Foundation For Defense of Democracies | |||||||
| PO Box 33249 | Washington | DC | 20033 | N/A | PC | General support | $2,500 |
| Foundation for Individual Rights in Edu | |||||||
| 510 Walnut St Ste 1250 | Philadelphia | PA | 19106 | N/A | PC | General support | $3,000 |
| Foundation for Teaching Economics | |||||||
| 260 Russell Blvd Ste B | Davis | CA | 95616 | N/A | PC | General support | $2,000 |
| Glenwood Cemetery Historical Preserv Fdn | |||||||
| 2525 Washington Ave | Houston | TX | 77007 | N/A | PC | General support | $1,000 |
| Houston Center for Photography | |||||||
| 1441 West Alabama | Houston | TX | 77006 | N/A | PC | General support | $1,000 |
| Houston Food Bank | |||||||
| 535 Portwall St | Houston | TX | 77029 | N/A | PC | General support | $5,000 |
| Houston SPCA | |||||||
| 900 Portway Dr | Houston | TX | 77024 | N/A | PC | General support | $1,000 |
| Houston's Amazing Place | |||||||
| 3735 Drexel | Houston | TX | 77027 | N/A | PC | General support | $4,000 |
| Institute for Justice | |||||||
| 901 N Glebe Road Ste 900 | Arlington | VA | 22203 | N/A | PC | General support | $6,000 |
| Intercollegiate Studies Institute | |||||||
| 3901 Centerville Rd | Wilmington | DE | 19807 | N/A | PC | General support | $1,000 |
| Judical Watch | |||||||
| 425 Third Street SW Ste 800 | Washington | DC | 20024 | N/A | PC | General support | $5,000 |
| Knights of Columbus Charities Inc | |||||||
| 4413 Morrish Rd | Shwartz Creek | MI | 48473 | N/A | PC | General support | $1,000 |
| KTSU 900 FM (Texas Southern University) | |||||||
| 3100 Cleburne | Houston | TX | 77004 | N/A | PC | General support | $1,000 |
| Literacy Advance Houston | |||||||
| 2424 Wilcrest Ste 120 | Houston | TX | 77042 | N/A | PC | General support | $1,000 |
| Memorial Park Conservancy | |||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | N/A | PC | General support | $1,000 |
| Museum of Jurassic Technology | |||||||
| 9341 Venice Blvd | Culver City | CA | 90232 | N/A | PC | General support | $1,000 |
| National Association of Scholars Inc | |||||||
| 420 Madison Ave 7th Floor | New York | NY | 10017 | N/A | PC | General support | $1,000 |
| National Taxpayers Union Foundation | |||||||
| 122 C St NW Ste 650 | Washington | DC | 20001 | N/A | PC | General support | $4,000 |
| New York University | |||||||
| 44 West 4th St Ste 8-146 | New York | NY | 10012 | N/A | PC | General support | $6,000 |
| ORHS AFJROTC Booster Club | |||||||
| 27330 Oak Ridge School Rd | Conroe | TX | 77385 | N/A | PC | General Support | $1,000 |
| Pathways Youth & Family Services Inc | |||||||
| 222 Sidney Baker St Suite 435 | Kerrville | TX | 78028 | N/A | PC | General support | $1,000 |
| Pease Park Conservancy | |||||||
| PO Box 50065 | Austin | TX | 78763 | N/A | PC | General support | $1,000 |
| PERC-Property & Environment Research Ctr | |||||||
| 2048 Analysis Dr Suite A | Bozeman | MT | 59718 | N/A | PC | General support | $1,000 |
| Philanthropy Roundtable | |||||||
| 1120 20th Street NW | Washington | DC | 20036 | N/A | PC | General support | $1,000 |
| Prager University Foundation | |||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | N/A | PC | General support | $1,000 |
| Prison Fellowship | |||||||
| PO Box 1550 | Merrifield | VA | 22116 | N/A | PC | General support | $2,000 |
| Public Interest Legal Foundation | |||||||
| 32 E Washington St Ste 1675 | Indianapolis | IN | 46204 | N/A | PC | General support | $2,000 |
| Reason Foundation | |||||||
| 5737 Mesmer Ave | Los Angeles | CA | 90230 | N/A | PC | General support | $1,000 |
| Salvation Army of Greater Houston | |||||||
| 1500 Austin St | Houston | TX | 77002 | N/A | PC | General support | $5,000 |
| Sam Houston Area Council Boy Scouts | |||||||
| PO Box 924528 | Houston | TX | 77292 | N/A | PC | General support | $1,000 |
| SNAP | |||||||
| PO Box 70286 | Houston | TX | 77270 | N/A | PC | General support | $1,000 |
| Speech First Inc | |||||||
| 1300 I St NW Ste 400e | Washington | DC | 20005 | N/A | PC | General support | $3,000 |
| Stanford University | |||||||
| PO Box 20466 | Stanford | CA | 94309 | N/A | PC | Research | $1,000 |
| State Policy Network | |||||||
| 1655 N Fort Myer Dr Ste 360 | Arlington | VA | 22209 | N/A | PC | General support | $7,000 |
| Texas Public Policy Foundation | |||||||
| 900 Congress Ave Ste 400 | Austin | TX | 78701 | N/A | PC | General support | $4,000 |
| The Heartland Institute | |||||||
| 19 S LaSalle Ste 903 | Chicago | IL | 60603 | N/A | PC | General support | $5,000 |
| The Leadership Institute | |||||||
| 1101 N Highland St | Arlington | VA | 22201 | N/A | PC | General support | $6,000 |
| The Manhattan Institute | |||||||
| 45 W 34th St Floor 5 | New York | NY | 10017 | N/A | PC | General support | $4,000 |
| The Printing Museum | |||||||
| 1324 West Clay | Houston | TX | 77019 | N/A | PC | General support | $1,000 |
| Trees for Houston | |||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | General support | $1,000 |
| Trotter Family YMCA | |||||||
| 1331 Augusta Drive | Houston | TX | 77057 | N/A | PC | General support | $2,500 |
| Turning Point USA | |||||||
| 217 1/2 lllinois St | Lemont | IL | 60439 | N/A | PC | General support | $4,000 |
| University of Texas at Austin | |||||||
| PO Box 7458 | Austin | TX | 78712 | N/A | GOV | Institute for Fusion Studies | $12,000 |
| University of Texas Southwestern Med Ctr | |||||||
| PO Box 910888 | Dallas | TX | 75391 | N/A | GOV | Alzheimer's research | $10,000 |
| Wildlife Center of Texas | |||||||
| 7007 Katy Road | Houston | TX | 77024 | N/A | PC | General support | $1,000 |
| Woodson Center | |||||||
| 1625 K Street NW Suite 410 | Washington | DC | 20006 | N/A | PC | General support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,000 | 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 | $55 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,764 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $159,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,920 | TotalIncomeProducingActyAmt |
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 | $1,700 | $850 | $850 |
| Bookkeeping services | $2,337 | $0 | $2,337 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 250 3M Company | $48,790 | $44,408 |
| 1,000 Abbvic Inc | $65,400 | $135,400 |
| 250 Amgen Inc. | $44,978 | $56,243 |
| 562 Avanos Medical Inc | $26,556 | $19,485 |
| 1,000 BHP Billiton Ltd | $35,210 | $60,350 |
| 1,000 Bristol-Myers Squibb | $52,659 | $62,350 |
| 2,314 Brookfield Asset Mgmt | $81,891 | $139,719 |
| 230 Chemours Company | $2,824 | $7,719 |
| 3,000 Cohen & Steers REIT & Pref. Inc | $55,739 | $85,860 |
| 491 Corteva Inc | $9,051 | $23,214 |
| 1,000 Crown Castle | $81,173 | $208,740 |
| 250 Cummins Inc | $34,138 | $54,535 |
| 2 Dominion Energy Inc | $156 | $157 |
| 491 Dow Inc. | $17,674 | $27,850 |
| 491 DuPont De Nemours | $25,938 | $39,663 |
| 2,500 Equitrans Midstream Corp | $50,750 | $25,850 |
| 2,000 Gladstone Land Corp | $19,965 | $67,520 |
| 1,000 GlaxoSmithKline | $41,049 | $44,100 |
| 100 Gold Fields Limited | $1,085 | $1,099 |
| 2,000 Invesco Exchange FTSE RAFI Emg Mkt | $43,438 | $43,780 |
| 10,000 Invesco Intl Div Achievers | $88,089 | $184,600 |
| 2,000 Invesco S&P Global Water EFT Fund | $31,320 | $121,260 |
| 2,500 Iron Mountain Inc | $80,918 | $130,825 |
| 4,000 iShares Tr Dow Jones Select Div | $125,349 | $490,360 |
| 1,000 iShares Tr MSCI Emerging Mkts Ind | $33,508 | $48,850 |
| 500 Kimberly-Clark | $29,119 | $71,460 |
| 750 Lamar Advertising Company | $48,406 | $90,975 |
| 1,000 Leggett & Platt Inc | $20,038 | $41,160 |
| 1,500 National Fuel Gas | $91,050 | $95,910 |
| 1,000 National Storage Affiliates Tr | $18,249 | $69,200 |
| 4,569 Nuveen Preferred Sec Income Fd | $32,233 | $44,411 |
| 1,500 Occidental Petroleum Corp | $94,015 | $43,485 |
| 1,000 Paychex Inc | $30,010 | $136,500 |
| 2,000 Rio Tinto PLC | $75,500 | $133,880 |
| 2,000 Royal Dutch Shell | $102,269 | $86,800 |
| 3,000 TC Energy Corp | $131,836 | $139,619 |
| 1,800 Total SA Spon ADR | $97,870 | $89,028 |
| 640 Universal Health Realty Inc Tr | $23,486 | $38,061 |
| 4,000 Verizon Communications | $133,300 | $207,840 |
| 200 Waters Corp | $42,509 | $74,520 |
| 187 Occidental Petroleum WTS | $926 | $2,358 |
| 1,000 Royalty Pharma PLC | $40,920 | $39,850 |
| 15 Brookfield Asset Mgmt REINS | $775 | $939 |
| 1,500 Enbridge Inc. | $52,680 | $58,620 |
| 500 Gaming and Leisure Properties Inc | $24,690 | $24,330 |
| 1,000 Vici Properties Inc | $29,640 | $30,110 |
| 3,100 Select Utilities Select Sector ERF | $200,508 | $221,898 |
| 1,408 Vanguard Utilities ETF | $200,084 | $220,211 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank fees | Desc |
| Revenue And Expenses Per Books | $112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $112 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $2,024 | $0 | $0 |
| Foreign tax | $3,929 | $3,929 | $0 |
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