ROBERTSON-FINLEY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERTSON-FINLEY FOUNDATION (EIN 76-0598999)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349104462
- Schema version
- 2025v4.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T16:20:46-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2026-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,681,245 | 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 | $30,644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $270,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,960 | 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 | $5,069 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,869 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,292 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,492 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $209,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,268 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $907,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $726,904 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $726,904 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,201,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,437,442 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,954,341 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,109,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,164,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,681,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,109,277 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,164,346 | 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 | $3,109,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,164,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,109,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,164,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,109,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,069 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,164,346 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,164,346 | 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 | $24,362 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,621 | CostOrOtherBasisAmt |
| Gain Or Loss | -$259 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$259 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,311 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,311 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,311 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,432 | 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 | $2,432 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $121 | OverpaymentAmt |
| Applied To ES Tax | $121 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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) |
|---|---|---|
| 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 | $3,826,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $807,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,633,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,633,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,564,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,311 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,311 | TotalTaxAmt |
| Distributable Before Adj | $225,910 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $225,910 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $225,910 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $209,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $209,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $225,910 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $208,899 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $209,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $208,899 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $241 | 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 | $225,669 | 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) |
|---|---|---|
| Contributing Manager | Daniel R Finley | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Academic Freedom Alliance Inc | ||||||||
| 10 Nassau St 32 | Princeton | NJ | 08542 | N/A | PC | Education Support | $4,000 | |
| Amazing Place | ||||||||
| 3735 Drexel | Houston | TX | 77027 | N/A | PC | Civil Society Support | $12,000 | |
| American Federation for Children Growth Fund | ||||||||
| 10440 Little Patuxent Pkwy Ste | Columbia | MD | 21044 | N/A | PC | Education Support | $5,000 | 300-343 |
| American Transparency | ||||||||
| 200 S Frontage Rd Ste 106 | Burr Ridge | IL | 60527 | N/A | PC | Public Policy Research Support | $4,000 | |
| Baylor Medical Foundation | ||||||||
| 3200 Southwest Fwy Suite 1180 | Houston | TX | 77027 | N/A | PC | Scientific Research Support | $12,000 | BCM160 |
| Boys & Girls Club of Greater Houston | ||||||||
| 815 Crosby | Houston | TX | 77019 | N/A | PC | Civil Society Support | $1,000 | |
| Center for Land Use Interpretation | ||||||||
| 9331 Venice Blvd | Culver City | CA | 90232 | N/A | PC | Conservation Support | $500 | |
| Center for Open Science (COS) | ||||||||
| 210 Ridge McIntire Rd Ste 500 | Charlottesville | VA | 22903 | N/A | PC | Scientific Research Support | $1,000 | |
| Christian Solidarity International | ||||||||
| 870 Hampshire Rd Ste T | West Lake | CA | 91361 | N/A | PC | Civil Society Support | $1,000 | |
| Claremont Institute | ||||||||
| 1317 West Foothill Blvd Ste 120 | Upland | CA | 91786 | N/A | PC | Public Policy Research Support | $5,000 | |
| Foundation For Defense of Democracies | ||||||||
| PO Box 33249 | Washington | DC | 20033 | N/A | PC | Public Policy Research Support | $3,000 | |
| Foundation for Individual Rights in Education (FIRE) | ||||||||
| 510 Walnut St Ste 1250 | Philadelphia | PA | 19106 | N/A | PC | Education Support | $3,000 | |
| Friedman Foundation (Ed Choice) | ||||||||
| 111 Monument Circle Ste 2650 | Indianapolis | IN | 46204 | N/A | PC | Education Support | $4,000 | |
| Glenwood Cemetery Historical Preservation Fd | ||||||||
| 2525 Washington Ave | Houston | TX | 77007 | N/A | PC | Conservation Support | $1,500 | |
| Houston Center for Photography | ||||||||
| 1441 West Alabama | Houston | TX | 77006 | N/A | PC | Conservation Support | $1,000 | |
| Houston Classical Charter School | ||||||||
| 6403 Addicks Clodine Rd | Houston | TX | 77083 | N/A | PC | Education Support | $4,600 | |
| Houston Food Bank | ||||||||
| 535 Portwall St | Houston | TX | 77029 | N/A | PC | Civil Society Support | $5,000 | |
| Houston SPCA | ||||||||
| 7007 Old Katy Rd | Houston | TX | 77024 | N/A | PC | Conservation Support | $5,000 | |
| Institute for Justice | ||||||||
| 901 N Glebe Rd Ste 900 | Arlington | VA | 22203 | N/A | PC | Public Policy Research Support | $10,000 | |
| Intercollegiate Studies Institute | ||||||||
| 3901 Centerville Rd | Wilmington | DE | 19807 | N/A | PC | Education Support | $1,000 | |
| Judicial Watch | ||||||||
| 425 Third St SW Ste 800 | Washington | DC | 22024 | N/A | PC | Public Policy Research Support | $5,000 | |
| Knights of Columbus Charities | ||||||||
| One Columbus Plz | New Haven | CT | 06510 | N/A | PC | Civil Society Support | $1,000 | |
| Lyceum Theater | ||||||||
| PO Box 14 | Arrow Rock | MT | 65320 | N/A | PC | Conservation Support | $500 | |
| Memorial Park Conservancy | ||||||||
| 7575 North Picnic Ln | Houston | TX | 77007 | N/A | PC | Conservation Support | $1,000 | |
| Museum of Jurassic Technology | ||||||||
| 9341 Venice Blvd | Culver City | CA | 90232 | N/A | PC | Conservation Support | $1,000 | |
| National Association of Scholars | ||||||||
| 420 Madison Ave 7th Fl | New York | NY | 10017 | N/A | PC | Education Support | $1,000 | |
| National Taxpayers Union Foundation | ||||||||
| 122 C St NW Ste 650 | Washington | DC | 20001 | N/A | PC | Public Policy Research Support | $4,000 | |
| New Civil Liberties Alliance | ||||||||
| 1225 19th St NW Ste 450 | Washington | DC | 20036 | N/A | PC | Public Policy Research Support | $7,000 | |
| ORHS AFJROTC Booster Club | ||||||||
| 27330 Oak Ridge School Rd | Conroe | TX | 77385 | N/A | PC | Education Support | $1,000 | |
| Pacific Legal Foundation | ||||||||
| 555 Capitol Mall Ste 1290 | Sacramento | CA | 95814 | N/A | PC | Public Policy Research Support | $10,000 | |
| Pathways Child & Family Services | ||||||||
| 222 Sidney Baker St Ste 435 | Kerrville | TX | 78028 | N/A | PC | Civil Society Support | $1,000 | |
| Pease Park Conservancy | ||||||||
| 1609 Shoal Creek Blvd Ste 305 | Austin | TX | 78701 | N/A | PC | Conservation Support | $1,000 | |
| PERC | ||||||||
| 2048 Analysis Dr Ste A | Boseman | MT | 59718 | N/A | PC | Conservation Support | $1,000 | |
| Philanthropy Roundtable | ||||||||
| 1120 20th St NW | Washington | DC | 20036 | N/A | PC | Civil Society Support | $1,000 | |
| Prager University Foundation | ||||||||
| 15021 Ventura Blvd 552 | Sherman Oaks | CA | 91403 | N/A | PC | Education Support | $1,000 | |
| Prison Fellowship | ||||||||
| PO Box 1550 | Merrifield | VA | 22116 | N/A | PC | Civil Society Support | $1,000 | |
| Public Interest Legal Foundation | ||||||||
| 32 E Washington St Ste 1675 | Indianapolis | IN | 46204 | N/A | PC | Public Policy Research Support | $2,000 | |
| Real Clear Media Fund | ||||||||
| PO Box 797 | Northbrook | IL | 60065 | N/A | PC | Public Policy Research Support | $1,500 | |
| Salvation Army of Greater Houston | ||||||||
| 1500 Austin St | Houston | TX | 77002 | N/A | PC | Civil Society Support | $5,000 | |
| Sam Houston Area Council Boy Scouts | ||||||||
| 2225 North Loop West | Houston | TX | 77008 | N/A | PC | Civil Society Support | $350 | |
| SNAP | ||||||||
| PO Box 70286 | Houston | TX | 77270 | N/A | PC | Conservation Support | $1,000 | |
| Speech First | ||||||||
| 1300 I St NW Ste 400E | Washington | DC | 20005 | N/A | PC | Education Support | $2,000 | |
| State Policy Network | ||||||||
| 1655 N Fort Myer Dr Ste 360 | Arlington | VA | 22209 | N/A | PC | Public Policy Research Support | $7,000 | |
| Texas Public Policy Foundation | ||||||||
| 901 Congress Ave | Austin | TX | 78701 | N/A | PC | Public Policy Research Support | $4,000 | |
| The Federalist Society | ||||||||
| 1776 I St NW Ste 300 | Washington | DC | 20006 | N/A | PC | Public Policy Research Support | $5,000 | |
| The Fund for American Studies | ||||||||
| 260 Russell Blvd Ste B | Davis | CA | 95616 | N/A | PC | Education Support | $2,000 | |
| The Heartland Institute | ||||||||
| 3939 N Wilke Rd | Arlington Heights | IL | 60004 | N/A | PC | Public Policy Research Support | $5,000 | |
| The Leadership Institute | ||||||||
| 1101 N Highland St | Arlington | VA | 22201 | N/A | PC | Public Policy Research Support | $6,000 | |
| The Manhattan Institute | ||||||||
| 52 Vanderbilt Ave 20th Fl | New York | NY | 10017 | N/A | PC | Public Policy Research Support | $4,000 | |
| Trees for Houston | ||||||||
| PO Box 270477 | Houston | TX | 77277 | N/A | PC | Conservation Support | $1,000 | |
| Trinity Classical School of Houston | ||||||||
| 7941 Katy Fwy Ste 110 | Houston | TX | 77024 | N/A | PC | Education Support | $4,600 | |
| Trotter Family YMCA | ||||||||
| 1331 Augusta Dr | Houston | TX | 77057 | N/A | PC | Civil Society Support | $2,500 | |
| Turning Point USA | ||||||||
| 4940 E Beverly Rd | Phoenix | AZ | 85044 | N/A | PC | Public Policy Research Support | $4,000 | |
| University of Texas at Austin Institute for Fusion Studies | ||||||||
| PO Box 7458 | Austin | TX | 78713 | N/A | GOV | Scientific Research Support | $12,000 | |
| University of Texas Southwestern Medical Center | ||||||||
| PO Box 910888 | Dallas | TX | 75391 | N/A | GOV | Scientific Research Support | $12,000 | |
| Wildlife Center of Texas | ||||||||
| 7007 Old Katy Rd | Houston | TX | 77024 | N/A | PC | Conservation Support | $2,000 | |
| Woodson Center | ||||||||
| 1625 K St NW Ste 410 | Washington | DC | 20006 | N/A | PC | Civil Society Support | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,050 | 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 | $30,644 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$259 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $170,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,701 | 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 | $2,400 | $1,200 | $1,200 |
| Bookkeeping services | $2,669 | $0 | $2,669 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 640 Alexandria Real Estate Equities, Inc | $50,725 | $31,322 |
| 2,572 Alerian MLP ETF | $124,729 | $120,935 |
| 250 Amgen Inc | $44,977 | $81,827 |
| 1,000 BHP Group Ltd | $35,210 | $60,370 |
| 1,000 Bristol-Myers Squibb Co | $52,659 | $53,940 |
| 4,000 Broadstone Net Lease Inc | $60,006 | $69,480 |
| 4,181 Brookfield Asset Management Ltd | $117,210 | $219,043 |
| 3,471 Brookfield Corp | $66,176 | $159,284 |
| 22 Brookfield Wealth Solutions Ltd | $620 | $1,011 |
| 491 Corteva Inc | $9,051 | $32,912 |
| 1,000 Crown Castle Inc | $72,028 | $88,870 |
| 250 Cummins Inc | $34,137 | $127,612 |
| 2 Dominion Energy Inc | $156 | $117 |
| 491 Dow Inc | $17,674 | $11,480 |
| 491 DuPont de Nemours Inc | $10,663 | $19,738 |
| 327 Eastgroup Properties Inc | $49,979 | $58,252 |
| 1,500 Enbridge Inc | $52,680 | $71,745 |
| 2,000 Gladstone Land Corp | $15,565 | $18,300 |
| 2,542 Global X MLP ETF | $124,947 | $123,058 |
| 100 Gold Fields Ltd | $1,085 | $4,366 |
| 2,717 Healthpeak Properties Inc | $49,948 | $43,689 |
| 10,000 Invesco International Dividend Achievers ETF | $88,089 | $220,000 |
| 2,000 Invesco S&P Global Water Index ETF | $31,320 | $126,022 |
| 100 Iron Mountain Inc | $3,120 | $8,295 |
| 1,000 iShares MSCI Emerging Markets ETF | $33,508 | $54,710 |
| 4,000 iShares Select Dividend ETF | $125,349 | $564,560 |
| 500 Kimberly-Clark Corp | $29,119 | $50,445 |
| 750 Lamar Advertising Co | $48,406 | $94,935 |
| 1,000 National Storage Affiliates Trust | $16,422 | $28,210 |
| 1,500 Occidental Petroleum Corp | $94,015 | $61,680 |
| 1,000 Paychex Inc | $30,010 | $112,180 |
| 245 Qnity Electronics Inc | $15,244 | $20,004 |
| 2,000 Shell PLC | $102,269 | $146,960 |
| 6,200 State Street Utilities Select Sector SPDR ETF | $200,508 | $264,678 |
| 1,800 TotalEnergies SE | $97,870 | $117,756 |
| 5,498 Vanguard Total World Stock Index Fund Admiral | $210,000 | $274,607 |
| 1,408 Vanguard Utilities Index Fund ETF | $200,084 | $260,536 |
| 2,683 VICI Properties Inc | $79,375 | $75,446 |
| 200 Waters Corp | $42,509 | $75,966 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank fees | Desc |
| Revenue And Expenses Per Books | $221 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $221 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise tax | $1,800 | $0 | $0 |
| Foreign tax | $3,492 | $3,492 | $0 |
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