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ROBERTSON-FINLEY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
ROBERTSON-FINLEY FOUNDATION (EIN 76-0598999)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-25
IRS object ID
201811159349100546
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-25T13:30:30-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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
ZIP770275132ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-04-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJody BlazekPreparerPersonNm
PTINP00072674PTIN
Phone7134395739PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,524,403FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$75,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$114,252DividendsRevAndExpnssAmt
Dividends Net Invst Incm$114,252DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,455NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$404,436GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,455CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$198,707TotalRevAndExpnssAmt
Total Net Invst Incm$123,707TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,074TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,473TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,704TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,103TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$153,442ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$153,442ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$159,146TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,103TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$154,442TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$39,561ExcessRevenueOverExpensesAmt
Net Investment Income$119,604NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$626,596SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$890,470SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$890,470SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,994,503CorporateStockBOYAmt
Corporate Stock EOY$1,770,190CorporateStockEOYAmt
Corporate Stock EOYFMV$2,633,933CorporateStockEOYFMVAmt
Total Assets BOY$2,621,099TotalAssetsBOYAmt
Total Assets EOY$2,660,660TotalAssetsEOYAmt
Total Assets EOYFMV$3,524,403TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Additional Paid In Capital BOY$2,621,099AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$2,660,660AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$2,621,099TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,660,660TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,621,099TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,660,660TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,621,099TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$39,561ExcessRevenueOverExpensesAmt
Subtotal$2,660,660SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,660,660TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly - traded securitiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2017-01-01AcquiredDt
Sold2017-01-31SoldDt
Gross Sales Price$404,436GrossSalesPriceAmt
Cost Or Other Basis$394,981CostOrOtherBasisAmt
Gain Or Loss$9,455GainOrLossAmt
Gains Minus Excess Or Losses$9,455GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$9,455CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$113,457AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,098,459NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03662DistributionYr1Rt
Adjusted Qlfy Distri Yr2$87,740AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,966,807NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.02957DistributionYr2Rt
Adjusted Qlfy Distri Yr3$90,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,993,041NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03007DistributionYr3Rt
Adjusted Qlfy Distri Yr4$92,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,817,007NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03284DistributionYr4Rt
Adjusted Qlfy Distri Yr5$92,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,577,843NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.03588DistributionYr5Rt
Total Distribution0.164980TotalDistributionRt
Average Distribution0.032996AverageDistributionRt
Net Vl Noncharitable Assets$3,337,440NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$110,122AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,196NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$111,318AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$154,442QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,196InvestmentIncomeExciseTaxAmt
Subtotal$1,196SubtotalAmt
Tax Based On Investment Income$1,196TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Overpayment$404OverpaymentAmt
Applied To ES Tax$404AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$3,343,895AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,369AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,388,264TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,388,264AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,824CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,337,440NetVlNoncharitableAssetsAmt
Minimum Investment Return$166,872MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$166,872MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,196TaxBasedOnInvestmentIncomeAmt
Total Tax$1,196TotalTaxAmt
Distributable Before Adj$165,676DistributableBeforeAdjAmt
Distributable Before Ded$165,676DistributableBeforeDedAmt
Distributable As Adjusted$165,676DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$154,442ExpensesAndContributionsAmt
Qualifying Distributions$154,442QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,196PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$153,246AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$165,676DistributableAsAdjustedAmt
Undistributed Income PY$153,442UndistributedIncomePYAmt
Qualifying Distributions$154,442QualifyingDistributionsAmt
Applied To Year1$153,442AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,000AppliedToCurrentYearAmt
Undistributed Income CY$164,676UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSee attachment for detailsRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1State and zip code forAddressLine1Txt
Cityefiling purposesCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77001ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSee attachmentGrantOrContributionPurposeTxt
Amt$153,442Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$153,442TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$114,252ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$9,455ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$123,707ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$123,707TotalIncomeProducingActyAmt

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$75,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$1,600Amt
Net Investment Income$600NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Stocks - See Attachment$1,346,924$1,787,949
Funds - See Attachment$423,266$845,984

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank feesDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Net Investment Income$30NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Excise taxes$601
Foreign taxes$3,473$3,473

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