The Robertson-Finley Foundation is a private 501(c)(3) grantmaking foundation established in 1999 and based in Houston, Texas. The foundation operates as a private foundation focused on philanthropic giving across multiple sectors including scientific research, education, public policy, conservation, and civil society support.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.1M
+1.8% YoY
Annual Giving
$193K
-5.3% YoY
Grant Count
57
-3.4% YoY
Avg Grant Size
$3K
-1.9% YoY
Mission & Focus Areas
The foundation supports a diverse range of funding priorities:
- Scientific Research Support — Including Alzheimer's research and research at specialized institutes
- General Support — Broad charitable giving across multiple sectors
- Public Policy Research Support — Funding for policy-focused research and advocacy
- Education Support — Educational initiatives and institutions
- Conservation Support — Environmental conservation and wildlife conservation efforts
- Civil Society Support — General purpose support for civil society organizations
The foundation has demonstrated particular interest in supporting research institutions, including the University of Texas at Austin and the Institute for Fusion Studies.
Grantmaking
The foundation does not accept unsolicited applications and operates on an invite-only basis.
Grant Range
$500–$12,000
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Geographic Focus
Where this funder awards grants
The foundation is based in Houston, Texas and primarily funds organizations within the United States.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total Assets: $3,052,919–$3.11 million
- Total Revenue: $299,403
- Total Expenses: $214,597
- Total Giving: $202,000–$207,110
- Total Liabilities: $0
As of 2024:
- Total Assets: $3.11 million
- Revenue: $260,000
- Expenses: $204,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,109,277 | $3,052,919 | $2,968,113 |
| Revenue | $260,428 | $299,403 | $267,184 |
| Expenses | $204,070 | $214,597 | $209,714 |
| Qualifying Distributions | $196,557 | $207,110 | $202,188 |
| Net Investment Income | $156,007 | $193,671 | $162,218 |
| Distributable Amount | $211,642 | $194,262 | $207,851 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Daniel R. Finley — Trustee (2.5 hours per week)
- J H McMillian — Executive Director (5 hours per week)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Daniel R Finley | Trustee | 2.5 | — |
| J H McMillian | Exec Dir | 5 | — |
Contact Information
Address: PO Box 967 Houston, TX 77001-0967
Phone: (713) 759-0450
EIN: 76-0598999
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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