ROBERTSON-FINLEY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON-FINLEY FOUNDATION (EIN 76-0598999)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-17
- IRS object ID
- 201911079349100811
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-17T12:01:21-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 77001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel R Finley | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,314,267 | 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 | $578 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $578 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,858 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,711 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,976 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,906 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $230,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,875 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,137 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,137 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,470 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,674 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $626 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $59,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,575 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $890,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $644,874 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $644,874 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,770,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,973,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,570,018 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $101,948 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,375 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,660,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,720,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,314,267 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $2,660,660 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,720,436 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,660,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,720,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,660,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,720,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,660,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $59,776 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,720,436 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,720,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly traded securities | $5,259 | $1,063 | $4,196 | $4,196 |
| From Sch K-1 (Form 1065) | $3,515 | $3,515 | $3,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,711 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $153,246 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,337,440 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04592 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $113,457 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,098,459 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03662 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,740 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,966,807 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02957 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $90,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,993,041 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03007 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,817,007 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03284 | DistributionYr5Rt |
| Total Distribution | 0.175014 | TotalDistributionRt |
| Average Distribution | 0.035003 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,449,948 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,759 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,256 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $165,157 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,256 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,256 | SubtotalAmt |
| Tax Based On Investment Income | $1,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $56 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel R Finley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Daniel R Finley | ||||||
| PO Box 967 | Houston | TX | 770010967 | Trustee | 2.50 | $0 |
| J H McMillian | ||||||
| PO Box 967 | Houston | TX | 770010967 | Exec Dir | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,786,440 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $716,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,502,485 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,502,485 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,449,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,256 | TotalTaxAmt |
| Distributable Before Adj | $171,241 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $171,241 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $171,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,157 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $165,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,256 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $163,901 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $164,676 | UndistributedIncomePYAmt |
| Qualifying Distributions | $165,157 | QualifyingDistributionsAmt |
| Applied To Year1 | $164,676 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $481 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $170,760 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Daniel R Finley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Amazing Place | |||||||
| 3735 Drexel | Houston | TX | 77027 | N/A | PC | General support | $4,000 |
| American Federation for Children | |||||||
| 1660 L St NW Ste 1000 | Washington | DC | 20036 | N/A | PC | General support | $5,000 |
| American Enterprise Institute | |||||||
| 1150 17th St NW | Washington | DC | 20036 | N/A | PC | General support | $4,000 |
| American Transparency | |||||||
| 200 S Frontage Rd Ste 106 | Burr Ridge | IL | 60527 | N/A | PC | General support | $2,000 |
| Buffalo Bayou Partnership | |||||||
| 1113 Vine St Ste 200 | Houston | TX | 77002 | N/A | PC | General support | $1,000 |
| Cato Institute | |||||||
| 1000 Massachusetts Ave NW | Washington | DC | 20001 | N/A | PC | General support | $4,000 |
| 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 |
| The Children's Scholarship Fund | |||||||
| 8 W 38th St 9th Floor | New York | NY | 10018 | N/A | PC | General support | $4,000 |
| Christian Solidarity International | |||||||
| 870 Hampshire Rd Ste T | WestLake | CA | 91361 | N/A | PC | General support | $1,000 |
| Competitive Enterprise | |||||||
| 1899 L St NW | Washington | DC | 20036 | N/A | PC | General support | $2,500 |
| Federalist Society | |||||||
| 1776 I St NW | Washington | DC | 20006 | N/A | PC | General support | $2,500 |
| Foundation For Defense of Democraci | |||||||
| PO Box 33249 | Washington | DC | 20033 | N/A | PC | General support | $1,000 |
| Foundation for Individual Rights in | |||||||
| 510 Walnut St Ste 1250 | Philadelphia | PA | 19106 | N/A | PC | General support | $1,000 |
| Foundation for Teaching Economics | |||||||
| 260 Russell Blvd Ste B | Davis | CA | 95616 | N/A | PC | General support | $2,000 |
| Friedman Foundation | |||||||
| 111 Monument Circle Ste 2650 | Indianapolis | IN | 46204 | N/A | PC | General support | $4,000 |
| Glenwood Cemetery Historical Preser | |||||||
| 2525 Washington Ave | Houston | TX | 77007 | N/A | PC | General support | $1,000 |
| Heritage Foundation | |||||||
| 2 14 Massachusetts Ave NE | Washington | DC | 20002 | N/A | PC | General support | $4,500 |
| The Heartland Institute | |||||||
| 19 S LaSalle Ste 903 | Chicago | IL | 60603 | N/A | PC | General support | $4,000 |
| 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 |
| Institute for Justice | |||||||
| 901 N Glebe Road Ste 900 | Arlington | VA | 22203 | N/A | PC | General support | $6,000 |
| Judical Watch | |||||||
| 425 Third Street SW Ste 800 | Washington | DC | 20024 | N/A | PC | General support | $2,000 |
| KTSU 900 FM Texas Southern Universi | |||||||
| 3100 Cleburne | Houston | TX | 77004 | N/A | PC | General support | $1,000 |
| Knights of Columbus Charities | |||||||
| One Columbus Plaza PO Box 1966 | New Haven | CT | 06509 | N/A | PC | General support | $1,000 |
| The Leadership Institute | |||||||
| 11 01 N Highland St | Arlington | VA | 22201 | N/A | PC | General support | $4,000 |
| Literacy Advance Houston | |||||||
| 2424 Wilcrest Ste 120 | Houston | TX | 77042 | N/A | PC | General support | $1,000 |
| The Manhattan Institute | |||||||
| 52 Vanderbilt Ave | New York | NY | 10017 | N/A | PC | General support | $4,000 |
| 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 Right to Work Legal Defens | |||||||
| 8001 Braddock Road | Springfield | VA | 22160 | N/A | PC | General support | $4,000 |
| National Taxpayers Union Foundation | |||||||
| 25 Massachusetts Ave NW Ste 140 | 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 | $2,500 |
| Pease Park Conservancy | |||||||
| PO Box 50065 | Austin | TX | 78763 | N/A | PC | General support | $1,000 |
| Pacific Legal Foundation | |||||||
| 930 G St | Sacramento | CA | 95814 | N/A | PC | General support | $6,000 |
| The Printing Museum | |||||||
| 1324 West Clay | Houston | TX | 77019 | N/A | PC | General support | $1,000 |
| Prison Fellowship | |||||||
| PO Box 1550 | Merrifield | VA | 22116 | N/A | PC | General support | $1,000 |
| Public Interest Legal Foundation | |||||||
| 209 W Main St | Plainfield | IN | 46168 | N/A | PC | General support | $1,000 |
| Reason Foundation | |||||||
| 5737 Mesmer Ave | Los Angeles | CA | 90230 | N/A | PC | General support | $1,000 |
| Rice University | |||||||
| PO Box 1892 | Houston | TX | 77251 | N/A | PC | General support | $18,000 |
| Salvation Army of Greater Houston | |||||||
| 1500 Austin St | Houston | TX | 77002 | N/A | PC | General support | $5,000 |
| SNAP | |||||||
| PO Box 70286 | Houston | TX | 77270 | N/A | PC | General support | $1,000 |
| Sam Houston Area Council Boy Scouts | |||||||
| PO Box 924528 | Houston | TX | 77292 | N/A | PC | General support | $1,000 |
| Stanford University | |||||||
| PO Box 20466 | Stanford | CA | 94309 | N/A | PC | General support | $1,000 |
| State Policy Network | |||||||
| 1655 N Fort Myer Dr Ste 360 | Arlington | VA | 22209 | N/A | PC | General support | $5,000 |
| Texas Public Policy Foundation | |||||||
| 900 Congress Ave Ste 400 | Austin | TX | 78701 | N/A | PC | General support | $4,000 |
| 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 | |||||||
| 2 17 1/2 lllinois St | Lemont | IL | 60439 | N/A | PC | General support | $2,000 |
| University of Texas at Austin | |||||||
| PO Box 7458 | Austin | TX | 78712 | N/A | GOV | General support | $18,000 |
| Wild Animal Sanctuary | |||||||
| 1946 County Rd 53 | Keensburg | CO | 80643 | N/A | PC | General support | $4,000 |
| Wildlife Center of Texas | |||||||
| 7007 Katy Road | Houston | TX | 77024 | N/A | PC | General support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $578 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $84 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,711 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | From Sch K-1 (Form 1065) | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $60 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,916 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $144 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,029 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Daniel R Finley 1998 Trust | ContributorPersonNm |
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 | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bookkeeping services | $1,537 | $0 | $0 | $1,537 |
| Tax compliance | $1,600 | $0 | $0 | $1,600 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | From Sch K-1 (Form 1065) | AssetDesc |
| Gross Sales Price | $84 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $84 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 Abbvie Inc | $65,400 | $92,190 |
| 562 Avanos Medical Inc | $26,556 | $25,172 |
| 1,000 BHP Billiton Ltd | $35,210 | $48,290 |
| 1,000 Bristol-Myers Squibb | $52,659 | $51,980 |
| 230 Chemours Company | $2,824 | $6,491 |
| 3,000 Cohen & Steers REIT & Pref Inc Fd | $55,739 | $53,400 |
| 1,000 Crown Castle lnt'l Corp | $85,557 | $108,630 |
| 250 Cummins Inc | $34,137 | $33,410 |
| 2 Dominion Energy Inc | $156 | $143 |
| 1,474 DowDuPont Inc | $52,698 | $78,829 |
| 2,000 Gladstone Land Corp | $23,143 | $22,960 |
| 1,000 GlaxoSmithKline | $41,049 | $38,210 |
| 100 Gold Fields Limited | $1,085 | $352 |
| 10,000 Invesco lnt'l Div Achievers Port | $88,089 | $141,300 |
| 2,000 Invesco S&P Global Water EFT Fund | $31,320 | $62,280 |
| 1,000 Iron Mountain Inc | $33,860 | $32,410 |
| 4,000 iShares Tr Dow Jones Select Div | $125,349 | $357,240 |
| 1,000 iShares Tr MSCI Emerging Mkts Idx | $33,508 | $39,060 |
| 1,000 iShares US Preferred Stock ETF | $37,259 | $34,230 |
| 500 Kimberly-Clark | $29,119 | $56,970 |
| 750 Lamar Advertising Company | $49,417 | $51,885 |
| 1,000 Leggett & Platt Inc | $20,038 | $35,840 |
| 400 Macquarie Infrastructure | $31,649 | $14,624 |
| 1,500 National Fuel Gas | $91,050 | $76,770 |
| 520 National Health lnvs Inc | $24,261 | $39,281 |
| 1,000 National Storage Amliates Tr | $19,396 | $26,460 |
| 4,569 Nuveen Preferred Sec Income Fd | $32,525 | $37,831 |
| 1,500 Occidental Petroleum Corp | $94,015 | $92,070 |
| 2,250 Omega Health Invs Inc | $51,199 | $79,087 |
| 1,000 Paychex Inc | $30,010 | $65,150 |
| 2,000 Rayonier Advanced Materials Inc | $41,765 | $21,300 |
| 2,000 Rio Tinto PLC | $75,500 | $96,960 |
| 2,000 Royal Dutch Shell - A Shares | $102,269 | $116,540 |
| 2,300 Sabre Corp | $49,640 | $49,772 |
| 1,800 Total SA Spon ADR | $97,870 | $93,924 |
| 3,000 Transcanada Corp | $131,838 | $107,100 |
| 640 Universal Health Realty Inc Tr | $23,695 | $39,277 |
| 1,000 Vaneck Vectors PFD Secs Ex Finls | $19,460 | $17,720 |
| 4,000 Verizon Communications | $133,300 | $224,880 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2,500 units Oaktree Capital Group LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $101,948 | BookValueAmt |
| EOYFMV | $99,375 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank fees | $20 | $20 | |
| From Sch K-1 (Form 1065) | $626 | $626 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | From Sch K-1 (Form 1065) | Desc |
| Revenue And Expenses Per Books | $3,976 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,906 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $796 | |
| Foreign tax | $3,674 | $3,674 |
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