2022-05-06T15:20:54-05:00 2021-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2021-01-01 760598999 The Robertson-Finley Foundation ROBE 7137590450 PO Box 967 Houston TX 770010967 Daniel R Finley Trustee 7137590450 2022-05-06 1 Daniel Finley 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 4377984 X 100000 55 55 144764 144764 15101 165260 15101 259920 159920 0 0 0 4037 850 3187 5953 3929 0 112 0 112 10102 4779 3299 164000 164000 174102 4779 167299 85818 155141 558827 292882 292882 2265998 2617761 4085102 2824825 2910643 4377984 0 0 X 2824825 2910643 0 0 0 0 2824825 2910643 2824825 2910643 2824825 85818 0 2910643 0 2910643 Publicly traded securities 165260 150159 15101 15101 15101 2156 0 2156 0 2156 2000 0 0 0 2000 5 161 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Daniel R Finley 7137590450 PO Box 967 Houston TX 770010967 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 3597330 540208 0 4137538 0 0 4137538 62063 4075475 203774 203774 2156 2156 201618 0 201618 0 201618 167299 0 167299 201618 166680 0 0 167299 166680 0 0 619 0 0 0 0 0 0 0 0 200999 0 0 0 X Academic Freedom Alliance Inc 10 Nassau Street 32 Princeton NJ 08542 N/A PC General Support 1700 Alliance for School Choice Inc 1020 19th St NW Ste 675 Washington DC 20036 N/A PC General Support 5000 American Transparency 200 S Frontage Rd Ste 106 Burr Ridge IL 60527 N/A PC General support 2500 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 10000 Boys & Girls Clubs of Greater Houston 815 Crosby St Houston TX 77019 N/A PC General support 1000 Buffalo Bayou Partnership 1019 Commerce St Houston TX 77002 N/A PC General support 1000 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 1000 Christian Solidarity International 870 Hampshire Rd Ste T WestLake CA 91361 N/A PC General support 1000 Claremont Institute 1317 W Foothill Blvd Ste 120 Upland CA 91786 N/A PC General support 2800 EdChoice Inc 111 Monument Circle Ste 2650 Indianapolis IN 46204 N/A PC General support 4000 Federalist Society 1776 I St NW Washington DC 20006 N/A PC General support 5000 Foundation For Defense of Democracies PO Box 33249 Washington DC 20033 N/A PC General support 2500 Foundation for Individual Rights in Edu 510 Walnut St Ste 1250 Philadelphia PA 19106 N/A PC General support 3000 Foundation for Teaching Economics 260 Russell Blvd Ste B Davis CA 95616 N/A PC General support 2000 Glenwood Cemetery Historical Preserv Fdn 2525 Washington Ave Houston TX 77007 N/A PC General support 1000 Houston Center for Photography 1441 West Alabama Houston TX 77006 N/A PC General support 1000 Houston Food Bank 535 Portwall St Houston TX 77029 N/A PC General support 5000 Houston SPCA 900 Portway Dr Houston TX 77024 N/A PC General support 1000 Houston's Amazing Place 3735 Drexel Houston TX 77027 N/A PC General support 4000 Institute for Justice 901 N Glebe Road Ste 900 Arlington VA 22203 N/A PC General support 6000 Intercollegiate Studies Institute 3901 Centerville Rd Wilmington DE 19807 N/A PC General support 1000 Judical Watch 425 Third Street SW Ste 800 Washington DC 20024 N/A PC General support 5000 Knights of Columbus Charities Inc 4413 Morrish Rd Shwartz Creek MI 48473 N/A PC General support 1000 KTSU 900 FM (Texas Southern University) 3100 Cleburne Houston TX 77004 N/A PC General support 1000 Literacy Advance Houston 2424 Wilcrest Ste 120 Houston TX 77042 N/A PC General support 1000 Memorial Park Conservancy 7575 North Picnic Lane Houston TX 77007 N/A PC General support 1000 Museum of Jurassic Technology 9341 Venice Blvd Culver City CA 90232 N/A PC General support 1000 National Association of Scholars Inc 420 Madison Ave 7th Floor New York NY 10017 N/A PC General support 1000 National Taxpayers Union Foundation 122 C St NW Ste 650 Washington DC 20001 N/A PC General support 4000 New York University 44 West 4th St Ste 8-146 New York NY 10012 N/A PC General support 6000 ORHS AFJROTC Booster Club 27330 Oak Ridge School Rd Conroe TX 77385 N/A PC General Support 1000 Pathways Youth & Family Services Inc 222 Sidney Baker St Suite 435 Kerrville TX 78028 N/A PC General support 1000 Pease Park Conservancy PO Box 50065 Austin TX 78763 N/A PC General support 1000 PERC-Property & Environment Research Ctr 2048 Analysis Dr Suite A Bozeman MT 59718 N/A PC General support 1000 Philanthropy Roundtable 1120 20th Street NW Washington DC 20036 N/A PC General support 1000 Prager University Foundation 15021 Ventura Blvd 552 Sherman Oaks CA 91403 N/A PC General support 1000 Prison Fellowship PO Box 1550 Merrifield VA 22116 N/A PC General support 2000 Public Interest Legal Foundation 32 E Washington St Ste 1675 Indianapolis IN 46204 N/A PC General support 2000 Reason Foundation 5737 Mesmer Ave Los Angeles CA 90230 N/A PC General support 1000 Salvation Army of Greater Houston 1500 Austin St Houston TX 77002 N/A PC General support 5000 Sam Houston Area Council Boy Scouts PO Box 924528 Houston TX 77292 N/A PC General support 1000 SNAP PO Box 70286 Houston TX 77270 N/A PC General support 1000 Speech First Inc 1300 I St NW Ste 400e Washington DC 20005 N/A PC General support 3000 Stanford University PO Box 20466 Stanford CA 94309 N/A PC Research 1000 State Policy Network 1655 N Fort Myer Dr Ste 360 Arlington VA 22209 N/A PC General support 7000 Texas Public Policy Foundation 900 Congress Ave Ste 400 Austin TX 78701 N/A PC General support 4000 The Heartland Institute 19 S LaSalle Ste 903 Chicago IL 60603 N/A PC General support 5000 The Leadership Institute 1101 N Highland St Arlington VA 22201 N/A PC General support 6000 The Manhattan Institute 45 W 34th St Floor 5 New York NY 10017 N/A PC General support 4000 The Printing Museum 1324 West Clay Houston TX 77019 N/A PC General support 1000 Trees for Houston PO Box 270477 Houston TX 77277 N/A PC General support 1000 Trotter Family YMCA 1331 Augusta Drive Houston TX 77057 N/A PC General support 2500 Turning Point USA 217 1/2 lllinois St Lemont IL 60439 N/A PC General support 4000 University of Texas at Austin PO Box 7458 Austin TX 78712 N/A GOV Institute for Fusion Studies 12000 University of Texas Southwestern Med Ctr PO Box 910888 Dallas TX 75391 N/A GOV Alzheimer's research 10000 Wildlife Center of Texas 7007 Katy Road Houston TX 77024 N/A PC General support 1000 Woodson Center 1625 K Street NW Suite 410 Washington DC 20006 N/A PC General support 1000 164000 0 14 55 14 144764 18 15101 0 159920 0 159920 0 0 0 0 0 0 0 0 0 0 X X 1 Daniel R Finley 1998 Trust PO Box 967 Houston TX 77001 100000 X Tax compliance 1700 850 850 Bookkeeping services 2337 0 2337 250 3M Company 48790 44408 1,000 Abbvic Inc 65400 135400 250 Amgen Inc. 44978 56243 562 Avanos Medical Inc 26556 19485 1,000 BHP Billiton Ltd 35210 60350 1,000 Bristol-Myers Squibb 52659 62350 2,314 Brookfield Asset Mgmt 81891 139719 230 Chemours Company 2824 7719 3,000 Cohen & Steers REIT & Pref. Inc 55739 85860 491 Corteva Inc 9051 23214 1,000 Crown Castle 81173 208740 250 Cummins Inc 34138 54535 2 Dominion Energy Inc 156 157 491 Dow Inc. 17674 27850 491 DuPont De Nemours 25938 39663 2,500 Equitrans Midstream Corp 50750 25850 2,000 Gladstone Land Corp 19965 67520 1,000 GlaxoSmithKline 41049 44100 100 Gold Fields Limited 1085 1099 2,000 Invesco Exchange FTSE RAFI Emg Mkt 43438 43780 10,000 Invesco Intl Div Achievers 88089 184600 2,000 Invesco S&P Global Water EFT Fund 31320 121260 2,500 Iron Mountain Inc 80918 130825 4,000 iShares Tr Dow Jones Select Div 125349 490360 1,000 iShares Tr MSCI Emerging Mkts Ind 33508 48850 500 Kimberly-Clark 29119 71460 750 Lamar Advertising Company 48406 90975 1,000 Leggett & Platt Inc 20038 41160 1,500 National Fuel Gas 91050 95910 1,000 National Storage Affiliates Tr 18249 69200 4,569 Nuveen Preferred Sec Income Fd 32233 44411 1,500 Occidental Petroleum Corp 94015 43485 1,000 Paychex Inc 30010 136500 2,000 Rio Tinto PLC 75500 133880 2,000 Royal Dutch Shell 102269 86800 3,000 TC Energy Corp 131836 139619 1,800 Total SA Spon ADR 97870 89028 640 Universal Health Realty Inc Tr 23486 38061 4,000 Verizon Communications 133300 207840 200 Waters Corp 42509 74520 187 Occidental Petroleum WTS 926 2358 1,000 Royalty Pharma PLC 40920 39850 15 Brookfield Asset Mgmt REINS 775 939 1,500 Enbridge Inc. 52680 58620 500 Gaming and Leisure Properties Inc 24690 24330 1,000 Vici Properties Inc 29640 30110 3,100 Select Utilities Select Sector ERF 200508 221898 1,408 Vanguard Utilities ETF 200084 220211 Bank fees 112 0 112 Excise tax 2024 0 0 Foreign tax 3929 3929 0