Robertson-Finley Foundation
- Assets
- $3.0m
- Revenue
- $267.2k
- Investments
- $2.5m
- Employees
- 0
- Location
- Houston, TX
- Founding
- 08/1999
- Data as of
- 12/2022
- EIN
- 76-0598999
Organization Overview
Robertson-Finley Foundation is located in Houston, TX. The organization was established in 1999. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Robertson-Finley Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Robertson-Finley Foundation generated $267.2k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 5.1% each year. All expenses for the organization totaled $209.7k during the year ending 12/2022. While expenses have increased by 4.7% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Robertson-Finley Foundation has awarded 234 individual grants totaling $702,700. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Daniel R Finley Trustee | 2.5 | $0 | |
J H Mcmillian Exec Dir | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $100,000 |
| Interest on Savings | $8,109 |
| Dividends & Interest | $156,228 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,847 |
| Capital Gain Net Income | $2,847 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $267,184 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,589 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $406 |
| Total operating and administrative expenses | $11,014 |
| Contributions, gifts, grants paid | $198,700 |
| Total expenses and disbursements | $209,714 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $479,346 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,968,113 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Robertson-Finley Foundation has awarded $198,700 in support to 63 organizations.
| Grant Recipient | Amount |
|---|---|
ACADEMIC FREEDOM ALLIANCE INC PURPOSE: GENERAL SUPPORT | $4,000 |
ARROW ROCK LYCEUM THEATRE PURPOSE: GENERAL SUPPORT | $500 |
AMERICAN TRANSPARENCY PURPOSE: GENERAL SUPPORT | $3,000 |
AMERICAN FEDERATION FOR CHILDREN PURPOSE: GENERAL SUPPORT | $5,000 |
BAYLOR MEDICAL FOUNDATION PURPOSE: ALZHEIMER'S RESEARCH | $12,000 |
BOYS & GIRLS CLUBS OF GREATER HOUSTON PURPOSE: GENERAL SUPPORT | $1,000 |