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ROBERTSON-FINLEY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERTSON-FINLEY FOUNDATION (EIN 76-0598999)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-03
IRS object ID
202131239349101523
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-03T08:59:24-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760598999EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Robertson-Finley FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone7137590450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 967AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDaniel R FinleyPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDaniel RPersonFirstNm
Person LastFinleyPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,664,979FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,393InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,393InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$117,964DividendsRevAndExpnssAmt
Dividends Net Invst Incm$117,964DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$10NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19GrossSalesPriceAmt
Total Rev And Expnss$220,347TotalRevAndExpnssAmt
Total Net Invst Incm$120,357TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,297AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,097AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,741TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,330TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$249OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$249OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,287TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,530TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,346TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$178,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$178,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$186,287TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,530TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$181,346TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,060ExcessRevenueOverExpensesAmt
Net Investment Income$116,827NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$561,391SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$558,827SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$558,827SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,229,374CorporateStockBOYAmt
Corporate Stock EOY$2,265,998CorporateStockEOYAmt
Corporate Stock EOYFMV$3,106,152CorporateStockEOYFMVAmt
Total Assets BOY$2,790,765TotalAssetsBOYAmt
Total Assets EOY$2,824,825TotalAssetsEOYAmt
Total Assets EOYFMV$3,664,979TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$2,790,765AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$2,824,825AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$2,790,765TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,824,825TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,790,765TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,824,825TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,790,765TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,060ExcessRevenueOverExpensesAmt
Subtotal$2,824,825SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,824,825TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly traded securitiesPropertyDesc
Gross Sales Price$19GrossSalesPriceAmt
Cost Or Other Basis$29CostOrOtherBasisAmt
Gain Or Loss-$10GainOrLossAmt
Gains Minus Excess Or Losses-$10GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$10CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,624InvestmentIncomeExciseTaxAmt
Subtotal$1,624SubtotalAmt
Tax Based On Investment Income$1,624TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Tax Due$24TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Daniel R FinleyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7137590450PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 967AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770010967ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Daniel R Finley
PO Box 967HoustonTX770010967Trustee2.50$0
J H McMillian
PO Box 967HoustonTX770010967Exec Dir5.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,794,603AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$623,161AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,417,764TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,417,764AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,266CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,366,498NetVlNoncharitableAssetsAmt
Minimum Investment Return$168,325MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$168,325MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,624TaxBasedOnInvestmentIncomeAmt
Total Tax$1,624TotalTaxAmt
Distributable Before Adj$166,701DistributableBeforeAdjAmt
Distributable Before Ded$166,701DistributableBeforeDedAmt
Distributable As Adjusted$166,701DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$181,346ExpensesAndContributionsAmt
Qualifying Distributions$181,346QualifyingDistributionsAmt
Adjusted Qualifying Distri$181,346AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$166,701DistributableAsAdjustedAmt
Undistributed Income PY$181,325UndistributedIncomePYAmt
Qualifying Distributions$181,346QualifyingDistributionsAmt
Applied To Year1$181,325AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21AppliedToCurrentYearAmt
Undistributed Income CY$166,680UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDaniel R FinleyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Houston's Amazing Place
3735 DrexelHoustonTX77027N/APCGeneral support$4,000
Alliance for School Choice Inc
1020 19th St NW Ste 675WashingtonDC20036N/APCGeneral support$5,000
American Transparency
200 S Frontage Rd Ste 106Burr RidgeIL60527N/APCGeneral support$2,000
Buffalo Bayou Partnership
1019 Commerce StHoustonTX77002N/APCGeneral support$1,000
Center for Land Use Interpretation
9331 Venice BlvdCulver CityCA90232N/APCGeneral support$500
Center for Open Science COS
210 Ridge McIntire Rd Ste 500CharlottesvilleVA22903N/APCGeneral support$1,000
Christian Solidarity International
870 Hampshire Rd Ste TWestLakeCA91361N/APCGeneral support$1,000
Federalist Society
1776 I St NWWashingtonDC20006N/APCGeneral support$5,000
Foundation For Defense of Democraci
PO Box 33249WashingtonDC20033N/APCGeneral support$2,500
Foundation for Individual Rights in
510 Walnut St Ste 1250PhiladelphiaPA19106N/APCGeneral support$3,000
Foundation for Teaching Economics
260 Russell Blvd Ste BDavisCA95616N/APCGeneral support$2,000
EdChoice Inc
111 Monument Circle Ste 2650IndianapolisIN46204N/APCGeneral support$8,000
Glenwood Cemetery Historical Preser
2525 Washington AveHoustonTX77007N/APCGeneral support$1,000
Heritage Foundation
214 Massachusetts Ave NEWashingtonDC20002N/APCGeneral support$4,500
The Heartland Institute
19 S LaSalle Ste 903ChicagoIL60603N/APCGeneral support$5,000
Houston Center for Photography
1441 West AlabamaHoustonTX77006N/APCGeneral support$1,000
Houston Food Bank
535 Portwall StHoustonTX77029N/APCGeneral support$5,000
Houston SPCA
900 Portway DrHoustonTX77024N/APCGeneral support$1,000
Institute for Justice
901 N Glebe Road Ste 900ArlingtonVA22203N/APCGeneral support$7,250
Judical Watch
425 Third Street SW Ste 800WashingtonDC20024N/APCGeneral support$5,000
KTSU 900 FM Texas Southern Universi
3100 CleburneHoustonTX77004N/APCGeneral support$1,000
Knights of Columbus Charities Inc
4413 Morrish RdShwartz CreekMI48473N/APCGeneral support$1,000
The Leadership Institute
1101 N Highland StArlingtonVA22201N/APCGeneral support$6,000
Literacy Advance Houston
2424 Wilcrest Ste 120HoustonTX77042N/APCGeneral support$1,000
The Manhattan Institute
45 W 34th St Floor 5New YorkNY10017N/APCGeneral support$4,000
Memorial Park Conservancy
7575 North Picnic LaneHoustonTX77007N/APCGeneral support$1,000
Museum of Jurassic Technology
9341 Venice BlvdCulver CityCA90232N/APCGeneral support$1,000
National Taxpayers Union Foundation
122 C St NW Ste 650WashingtonDC20001N/APCGeneral support$4,000
Pease Park Conservancy
PO Box 50065AustinTX78763N/APCGeneral support$1,000
Pacific Legal Foundation
930 G StSacramentoCA95814N/APCGeneral support$7,250
The Printing Museum
1324 West ClayHoustonTX77019N/APCGeneral support$1,000
Prison Fellowship
PO Box 1550MerrifieldVA22116N/APCGeneral support$2,000
Public Interest Legal Foundation
32 E Washington St Ste 1675IndianapolisIN46204N/APCGeneral support$2,000
Reason Foundation
5737 Mesmer AveLos AngelesCA90230N/APCGeneral support$1,000
Salvation Army of Greater Houston
1500 Austin StHoustonTX77002N/APCGeneral support$5,000
SNAP
PO Box 70286HoustonTX77270N/APCGeneral support$1,000
Sam Houston Area Council Boy Scouts
PO Box 924528HoustonTX77292N/APCGeneral support$1,000
Stanford University
PO Box 20466StanfordCA94309N/APCResearch$1,000
State Policy Network
1655 N Fort Myer Dr Ste 360ArlingtonVA22209N/APCGeneral support$7,000
Texas Public Policy Foundation
900 Congress Ave Ste 400AustinTX78701N/APCGeneral support$4,000
Trees for Houston
PO Box 270477HoustonTX77277N/APCGeneral support$1,000
Trotter Family YMCA
1331 Augusta DriveHoustonTX77057N/APCGeneral support$2,500
Turning Point USA
217 1/2 lllinois StLemontIL60439N/APCGeneral support$4,000
University of Texas at Austin
PO Box 7458AustinTX78712N/AGOVInstitute for Fusion Studies$18,000
Wildlife Center of Texas
7007 Katy RoadHoustonTX77024N/APCGeneral support$1,000
Boys Girls Clubs of Greater Houston
815 Crosby StHoustonTX77019N/APCGeneral support$1,000
Claremont Institute
1317 W Foothill Blvd Ste 120UplandCA91786N/APCGeneral support$2,000
Arrow Rock Lyceum Theatre
PO Box 14Arrow RockMO65320N/APCGeneral support$500
Speech First Inc
1300 I St NW Ste 400eWashingtonDC20005N/APCGeneral support$3,000
Baylor Medical Foundation
3200 Southwest Fwy Ste 1180 BCM160HoustonTX77027N/ASO IIAlzheimer's research$10,000
Intercollegiate Studies Institute
3901 Centerville RdWilmingtonDE19807N/APCGeneral support$1,000
National Association of Scholars In
420 Madison Ave 7th FloorNew YorkNY10017N/APCGeneral support$1,000
Pathways Youth Family Services Inc
222 Sidney Baker St Suite 435KerrvilleTX78028N/APCGeneral support$1,000
PERC-Property Environment Research
2048 Analysis Dr Suite ABozemanMT59718N/APCGeneral support$1,000
Philanthropy Roundtable
1120 20th Street NWWashingtonDC20036N/APCGeneral support$1,000
Prager University Foundation
15021 Ventura Blvd 552Sherman OaksCA91403N/APCGeneral support$1,000
University of Texas Southwestern Me
PO Box 910888DallasTX75391N/AGOVAlzheimer's research$10,000
Woodson Center
1625 K Street NW Suite 410WashingtonDC20006N/APCGeneral support$1,000
CISD Educational Support Groups Inc
3205 W Davis StConroeTX77304N/APCGeneral support$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$178,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,393ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$117,964ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$10ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$120,347ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,347TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDaniel R Finley 1998 TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 967AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77001ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bookkeeping services$1,597$0$0$1,597
Tax compliance$1,700$200$0$1,500

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
250 3M Company$48,790$43,698
1,000 Abbvic Inc$65,400$107,150
250 Amgen Inc.$44,978$57,480
562 Avanos Medical Inc$26,556$25,785
1,000 BHP Billiton Ltd$35,210$65,340
1,000 Bristol-Myers Squibb$52,659$62,030
2,314 Brookfield Asset Mgmt$81,891$95,499
230 Chemours Company$2,824$5,702
3,000 Cohen & Steers REIT & Pref. Inc$55,739$68,490
491 Corteva Inc$9,051$19,012
1,000 Crown Castle$82,864$159,190
250 Cummins Inc$34,138$56,775
2 Dominion Energy Inc$156$150
491 Dow Inc.$17,674$27,251
491 DuPont De Nemours$25,938$34,915
2,500 Equitrans Midstream Corp$50,750$20,100
2,000 Gladstone Land Corp$21,039$29,280
1,000 GlaxoSmithKline$41,049$36,800
100 Gold Fields Limited$1,085$927
2,000 Invesco Exchange FTSE RAFI Emg Mkt$43,438$42,320
10,000 Invesco Intl Div Achievers$88,089$153,500
2,000 Invesco S&P Global Water EFT Fund$31,320$93,600
2,500 Iron Mountain Inc$81,379$73,700
4,000 iShares Tr Dow Jones Select Div$125,349$384,720
1,000 iShares Tr MSCI Emerging Mkts Ind$33,508$51,670
500 Kimberly-Clark$29,119$67,415
750 Lamar Advertising Company$48,633$62,415
1,000 Leggett & Platt Inc$20,038$44,300
400 Macquarie Infrastructure$31,036$15,020
1,500 National Fuel Gas$91,050$61,695
520 National Health lnvs Inc.$23,916$35,968
1,000 National Storage Affiliates Tr$18,607$36,030
4,569 Nuveen Preferred Sec Income Fd$32,461$44,456
1,500 Occidental Petroleum Corp$94,015$25,965
2,250 Omega Health lnvs Inc$47,772$81,720
1,000 Paychex Inc$30,010$93,180
2,000 Rio Tinto PLC$75,500$150,440
2,000 Royal Dutch Shell$102,269$70,280
2,300 Sabre Corp$49,640$27,646
3,000 TC Energy Corp$131,838$122,160
1,800 Total SA Spon ADR$97,870$75,438
640 Universal Health Realty Inc Tr$23,695$41,133
4,000 Verizon Communications$133,300$235,000
200 Waters Corp$42,509$49,484
187 Occidental Petroleum WTS$926$1,273
1,000 Royalty Pharma PLC$40,920$50,050

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank fees$101$101
Office supplies$148$148

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Excise tax$1,411
Foreign tax$3,330$3,330

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