2026-05-11T16:20:46-05:00 2025-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2025-01-01 760598999 The Robertson-Finley Foundation ROBE 7137590450 PO Box 967 Houston TX 770010967 Daniel R Finley Trustee 7137590450 2026-05-11 1 Barbara Murphy P01386215 7134395739 2026-05-01 2025 2025-03-06 01:10:19Z X 4681245 X 100000 30644 30644 140316 140316 -259 24362 0 270701 170960 0 0 0 5069 1200 3869 5292 3492 0 221 0 221 10582 4692 4090 205050 205050 215632 4692 209140 55069 166268 907796 726904 726904 2201481 2437442 3954341 3109277 3164346 4681245 0 0 X 3109277 3164346 0 0 0 0 3109277 3164346 3109277 3164346 3109277 55069 0 3164346 0 3164346 Publicly traded securities 24362 24621 -259 -259 -259 2311 0 2311 0 2311 2432 0 0 0 2432 0 121 121 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A Daniel R Finley 7137590450 PO Box 967 Houston TX 770010967 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Daniel R Finley PO Box 967 Houston TX 770010967 Trustee 2.50 0 0 0 J H McMillian PO Box 967 Houston TX 770010967 Exec Dir 5.00 0 0 0 NONE 0 NONE 0 0 3826830 807103 0 4633933 0 0 4633933 69509 4564424 228221 228221 2311 2311 225910 0 225910 0 225910 209140 0 209140 225910 208899 0 0 209140 208899 0 0 241 0 0 0 0 0 0 0 0 225669 0 0 0 Daniel R Finley X Academic Freedom Alliance Inc 10 Nassau St 32 Princeton NJ 08542 N/A PC Education Support 4000 Amazing Place 3735 Drexel Houston TX 77027 N/A PC Civil Society Support 12000 American Federation for Children Growth Fund 10440 Little Patuxent Pkwy Ste 300-343 Columbia MD 21044 N/A PC Education Support 5000 American Transparency 200 S Frontage Rd Ste 106 Burr Ridge IL 60527 N/A PC Public Policy Research Support 4000 Baylor Medical Foundation 3200 Southwest Fwy Suite 1180 BCM160 Houston TX 77027 N/A PC Scientific Research Support 12000 Boys & Girls Club of Greater Houston 815 Crosby Houston TX 77019 N/A PC Civil Society Support 1000 Center for Land Use Interpretation 9331 Venice Blvd Culver City CA 90232 N/A PC 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Houston TX 77083 N/A PC Education Support 4600 Houston Food Bank 535 Portwall St Houston TX 77029 N/A PC Civil Society Support 5000 Houston SPCA 7007 Old Katy Rd Houston TX 77024 N/A PC Conservation Support 5000 Institute for Justice 901 N Glebe Rd Ste 900 Arlington VA 22203 N/A PC Public Policy Research Support 10000 Intercollegiate Studies Institute 3901 Centerville Rd Wilmington DE 19807 N/A PC Education Support 1000 Judicial Watch 425 Third St SW Ste 800 Washington DC 22024 N/A PC Public Policy Research Support 5000 Knights of Columbus Charities One Columbus Plz New Haven CT 06510 N/A PC Civil Society Support 1000 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 1000 Museum of Jurassic Technology 9341 Venice Blvd Culver City CA 90232 N/A PC Conservation Support 1000 National Association of Scholars 420 Madison Ave 7th Fl New York NY 10017 N/A PC Education Support 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PC Civil Society Support 1000 Public Interest Legal Foundation 32 E Washington St Ste 1675 Indianapolis IN 46204 N/A PC Public Policy Research Support 2000 Real Clear Media Fund PO Box 797 Northbrook IL 60065 N/A PC Public Policy Research Support 1500 Salvation Army of Greater Houston 1500 Austin St Houston TX 77002 N/A PC Civil Society Support 5000 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 1000 Speech First 1300 I St NW Ste 400E Washington DC 20005 N/A PC Education Support 2000 State Policy Network 1655 N Fort Myer Dr Ste 360 Arlington VA 22209 N/A PC Public Policy Research Support 7000 Texas Public Policy Foundation 901 Congress Ave Austin TX 78701 N/A PC Public Policy Research Support 4000 The Federalist Society 1776 I St NW Ste 300 Washington DC 20006 N/A PC Public Policy Research Support 5000 The Fund for American Studies 260 Russell Blvd Ste B Davis CA 95616 N/A PC Education Support 2000 The Heartland Institute 3939 N Wilke Rd Arlington Heights IL 60004 N/A PC Public Policy Research Support 5000 The Leadership Institute 1101 N Highland St Arlington VA 22201 N/A PC Public Policy Research Support 6000 The Manhattan Institute 52 Vanderbilt Ave 20th Fl New York NY 10017 N/A PC Public Policy Research Support 4000 Trees for Houston PO Box 270477 Houston TX 77277 N/A PC Conservation Support 1000 Trinity Classical School of Houston 7941 Katy Fwy Ste 110 Houston TX 77024 N/A PC Education Support 4600 Trotter Family YMCA 1331 Augusta Dr Houston TX 77057 N/A PC Civil Society Support 2500 Turning Point USA 4940 E Beverly Rd Phoenix AZ 85044 N/A PC Public Policy Research Support 4000 University of Texas at Austin Institute for Fusion Studies PO Box 7458 Austin TX 78713 N/A GOV Scientific Research Support 12000 University of Texas Southwestern Medical Center PO Box 910888 Dallas TX 75391 N/A GOV Scientific Research Support 12000 Wildlife Center of Texas 7007 Old Katy Rd Houston TX 77024 N/A PC Conservation Support 2000 Woodson Center 1625 K St NW Ste 410 Washington DC 20006 N/A PC Civil Society Support 1000 205050 0 14 30644 14 140316 18 -259 0 170701 0 170701 0 0 0 0 0 0 0 0 0 0 X X 1 Daniel R Finley 1998 Trust PO Box 967 Houston TX 77001 100000 X Tax compliance 2400 1200 1200 Bookkeeping services 2669 0 2669 640 Alexandria Real Estate Equities, Inc 50725 31322 2,572 Alerian MLP ETF 124729 120935 250 Amgen Inc 44977 81827 1,000 BHP Group Ltd 35210 60370 1,000 Bristol-Myers Squibb Co 52659 53940 4,000 Broadstone Net Lease Inc 60006 69480 4,181 Brookfield Asset Management Ltd 117210 219043 3,471 Brookfield Corp 66176 159284 22 Brookfield Wealth Solutions Ltd 620 1011 491 Corteva Inc 9051 32912 1,000 Crown Castle Inc 72028 88870 250 Cummins Inc 34137 127612 2 Dominion Energy Inc 156 117 491 Dow Inc 17674 11480 491 DuPont de Nemours Inc 10663 19738 327 Eastgroup Properties Inc 49979 58252 1,500 Enbridge Inc 52680 71745 2,000 Gladstone Land Corp 15565 18300 2,542 Global X MLP ETF 124947 123058 100 Gold Fields Ltd 1085 4366 2,717 Healthpeak Properties Inc 49948 43689 10,000 Invesco International Dividend Achievers ETF 88089 220000 2,000 Invesco S&P Global Water Index ETF 31320 126022 100 Iron Mountain Inc 3120 8295 1,000 iShares MSCI Emerging Markets ETF 33508 54710 4,000 iShares Select Dividend ETF 125349 564560 500 Kimberly-Clark Corp 29119 50445 750 Lamar Advertising Co 48406 94935 1,000 National Storage Affiliates Trust 16422 28210 1,500 Occidental Petroleum Corp 94015 61680 1,000 Paychex Inc 30010 112180 245 Qnity Electronics Inc 15244 20004 2,000 Shell PLC 102269 146960 6,200 State Street Utilities Select Sector SPDR ETF 200508 264678 1,800 TotalEnergies SE 97870 117756 5,498 Vanguard Total World Stock Index Fund Admiral 210000 274607 1,408 Vanguard Utilities Index Fund ETF 200084 260536 2,683 VICI Properties Inc 79375 75446 200 Waters Corp 42509 75966 Bank fees 221 0 221 Excise tax 1800 0 0 Foreign tax 3492 3492 0