ROBERTSON RESEARCH FUND INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROBERTSON RESEARCH FUND INC (EIN 23-7224244)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-06
IRS object ID
202313109349302386
Schema version
2022v5.0
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)
Return2023-11-06T13:07:28-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237224244EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERTSON RESEARCH FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone5163678446PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 100 1 BUNGTOWN ROADAddressLine1Txt
CityCOLD SPRING HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11724ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN TUKEPersonNm
Person TitleCOOPersonTitleTxt
Phone5163678446PhoneNum
Signature2023-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastTUKEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL ROMANOPreparerPersonNm
PTINP00504182PTIN
Phone2125990100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN TUKEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 100 1 BUNGTOWN RDAddressLine1Txt
CityCOLD SPRING HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11724ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$35,133,644GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CSHL.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionTHE ORGANIZATION PROVIDES FINANCIAL SUPPORT FOR PROJECTS THAT INVOLVE EDUCATION AND RESEARCH AT COLD SPRING HARBOR LABORATORY. THE ORGANIZATION SUPPORTS VARIOUS PROJECTS AT COLD SPRING HARBOR LABORATORY (CSHL) FOR THE ASSISTANCE OF EDUCATIONAL FACILITIES, BROAD BASIC SCIENTIFIC RESEARCH AND ITS DISSEMINATION TO THE PUBLIC AND FOR SCHOLARSHIP AND FELLOWSHIP AWARDS.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI-$111TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$10,256,252PYInvestmentIncomeAmt
CY Investment Income$4,397,105CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$10,256,252PYTotalRevenueAmt
CY Total Revenue$4,397,105CYTotalRevenueAmt
PY Grants And Similar Paid$5,426,719PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,699,422CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$643,545PYOtherExpensesAmt
CY Other Expenses$607,726CYOtherExpensesAmt
PY Total Expenses$6,070,264PYTotalExpensesAmt
CY Total Expenses$6,307,148CYTotalExpensesAmt
PY Revenues Less Expenses$4,185,988PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,910,043CYRevenuesLessExpensesAmt
Total Assets BOY$140,499,325TotalAssetsBOYAmt
Total Assets EOY$121,577,117TotalAssetsEOYAmt
Total Liabilities BOY$26,240TotalLiabilitiesBOYAmt
Total Liabilities EOY$200,798TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$140,473,085NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$121,376,319NetAssetsOrFundBalancesEOYAmt
MissionPROVIDES SUPPORT TO COLD SPRING HARBOR LABORATORY FOR EDUCATIONAL FACILITIES, BROAD BASIC SCIENTIFIC RESEARCH AND ITS DISSEMINATION TO THE PUBLIC AND FOR SCHOLARSHIP AND FELLOWSHIP AWARDS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,887,274ExpenseAmt
Grant$4,887,274GrantAmt
Revenue$0RevenueAmt
DescPROVIDES FINANCIAL SUPPORT TO COLD SPRING HARBOR LABORATORY FOR EDUCATIONAL FACILITIES, BROAD BASIC SCIENTIFIC RESEARCH AND ITS DISSEMINATION TO THE PUBLIC AND FOR SCHOLARSHIP AND FELLOWSHIP AWARDS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$812,148ExpenseAmt
Grant$812,148GrantAmt
Revenue$0RevenueAmt
DescSUPPORT FOR THE BANBURY CONFERENCE CENTER AT COLD SPRING HARBOR LABORATORY FOR THE MAINTENANCE AND UPKEEP OF THE CENTER. THE OBJECTIVE OF THE BANBURY CENTER IS TO HOLD WORKSHOPS AND MEETINGS COVERING FUNDAMENTAL RESEARCH AND TOPICS OF SPECIAL INTEREST IN BIOTECHNOLOGY AS WELL AS SCIENTIFIC EDUCATION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,699,422TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN TUKEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5163675200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 100 1 BUNGTOWN ROADAddressLine1Txt
CityCOLD SPRING HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11724ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BRUCE STILLMAN PHD
PRESIDENT1.0039.00Yes (X)Yes (X)$0$855,081$226,671
GEOFFREY ROBERTSON
VICE PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
WALTER GOLDSCHMIDTS
TRUSTEE/VP SPONSORED PRGM1.0039.00Yes (X)$0$339,670$67,549
WILLIAM GRIDLEY
TRUSTEE1.00Yes (X)$0$0$0
LEO GUTHART
TRUSTEE1.001.00Yes (X)$0$0$0
ANDREW MCKIBBEN
TRUSTEE1.00Yes (X)$0$0$0
WALTER MEIER
TRUSTEE1.00Yes (X)$0$0$0
LYON POLK
TRUSTEE1.00Yes (X)$0$0$0
MARILYN SIMONS
TRUSTEE1.001.00Yes (X)$0$0$0
DEBRA ARENARE
SECRETARY1.0039.00Yes (X)$0$366,768$38,898
SCOTT QUEHL
TREASURER1.0039.00Yes (X)$0$397,055$18,430
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,958,574TotReportableCompRltdOrgAmt
Total Other Compensation$351,548TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,013,209TotalRevenueColumnAmt
Unrelated Business Revenue-$111UnrelatedBusinessRevenueAmt
Exclusion$1,013,320ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$34,120,435SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$30,736,539SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,383,896SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,383,896TotalRevenueColumnAmt
Exclusion$3,383,896ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,397,105TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$111UnrelatedBusinessRevenueAmt
Exclusion$4,397,216ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,699,422TotalAmt
Program Services$5,699,422ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$607,529TotalAmt
Management And General$607,529ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescUBIT EXPENSEDesc
Total$197TotalAmt
Management And General$197ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,307,148TotalAmt
Program Services$5,699,422ProgramServicesAmt
Management And General$607,726ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,276,130BOYAmt
EOY$9,508,150EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$768,062BOYAmt
EOY$657,951EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$26,891,011BOYAmt
EOY$21,027,312EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$107,564,122BOYAmt
EOY$90,383,704EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$140,499,325BOYAmt
EOY$121,577,117EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$26,240BOYAmt
EOY$200,798EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$26,240BOYAmt
EOY$200,798EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$140,473,085BOYAmt
EOY$121,376,319EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$140,473,085BOYAmt
EOY$121,376,319EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$140,499,325BOYAmt
EOY$121,577,117EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,910,043ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$17,186,723NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COLD SPRING HARBOR LABORATORYBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN112013303EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$5,699,422SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$5,699,422SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$140,473,085BeginningYearBalanceAmt
Investment Earnings Or Losses-$12,789,618InvestmentEarningsOrLossesAmt
Other Expenditures$5,699,422OtherExpendituresAmt
Administrative Expenses$607,726AdministrativeExpensesAmt
End Year Balance$121,376,319EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$132,517,114BeginningYearBalanceAmt
Investment Earnings Or Losses$14,026,235InvestmentEarningsOrLossesAmt
Other Expenditures$5,426,719OtherExpendituresAmt
Administrative Expenses$643,545AdministrativeExpensesAmt
End Year Balance$140,473,085EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$124,909,412BeginningYearBalanceAmt
Investment Earnings Or Losses$13,606,490InvestmentEarningsOrLossesAmt
Other Expenditures$5,415,907OtherExpendituresAmt
Administrative Expenses$582,881AdministrativeExpensesAmt
End Year Balance$132,517,114EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$113,181,421BeginningYearBalanceAmt
Investment Earnings Or Losses$17,602,136InvestmentEarningsOrLossesAmt
Other Expenditures$5,253,141OtherExpendituresAmt
Administrative Expenses$621,004AdministrativeExpensesAmt
End Year Balance$124,909,412EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$123,110,595BeginningYearBalanceAmt
Investment Earnings Or Losses-$4,166,433InvestmentEarningsOrLossesAmt
Other Expenditures$5,173,771OtherExpendituresAmt
Administrative Expenses$588,970AdministrativeExpensesAmt
End Year Balance$113,181,421EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.08000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.92000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$90,383,704BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$90,383,704TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt-$13,397,344TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$17,186,723NetUnrealizedGainsInvstAmt
Revenue Not Reported-$17,186,723RevenueNotReportedAmt
Revenue Subtotal$3,789,379RevenueSubtotalAmt
Investment Expenses Not Incld$607,726InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$607,726RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$4,397,105TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,699,422TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$5,699,422ExpensesSubtotalAmt
Investment Expenses Not Incld2$607,726InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$607,726ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,307,148TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FUNDS WILL BE USED TO PROVIDE INCOME TO COLD SPRING HARBOR LABORATORY FOR THE SUPPORT OF EDUCATIONAL FACILITIES, BROAD BASIC SCIENTIFIC RESEARCH AND ITS DISSEMINATION TO THE PUBLIC AND FOR SCHOLARSHIP AND FELLOWSHIP AWARDS.
PART X, LINE 2:FIN 48 (ASC 740) RRFI IS EXEMPT FROM FEDERAL TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, IT IS NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT THERE IS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO ITS EXEMPT PURPOSES. RRFI RECEIVES INCOME FROM VARIOUS ALTERNATIVE INVESTMENT VEHICLES CONSIDERED UNRELATED. RRFI RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. PROVISIONS FOR UNRELATED INCOME TAXES HAVE BEEN INCLUDED IN 2022 IN THE AMOUNT OF $250.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEANINVESTMENTS$49,455,863
EUROPE (INCLUDING ICELAND & GREENLAND)INVESTMENTS$16,783,613
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$66,239,476SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$66,239,476TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III ACCOUNTING METHOD:
PART IV, FOREIGN FORMSROBERTSON RESEARCH FUND INVESTS DIRECTLY IN VARIOUS ALTERNATIVE INVESTMENTS THAT MAY BE ORGANIZED AS EITHER FOREIGN CORPORATIONS OR FOREIGN PARTNERSHIPS; IT LIKEWISE, INVESTS IN DOMESTIC LIMITED PARTNERSHIPS THAT MAY, IN TURN, INVEST IN FOREIGN CORPORATIONS OR PARTNERSHIPS. NEVERTHELESS, ROBERTSON RESEARCH FUND'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR THE FILING OF FORMS 926, 5471, 8621, OR 8865. TO THE EXTENT THAT ROBERTSON RESEARCH FUND IS REQUIRED TO COMPLETE ONE (OR MORE) OF THESE FOREIGN FORMS, THEY ARE FILED WITH THE FORM 990-T FILING.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1COLD SPRING HARBOR LABORATORYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 BUNGTOWN RDAddressLine1Txt
CityCOLD SPRING HARBORCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11724ZIPCd
FieldValueIRS element (for citing)
Recipient EIN112013303RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$5,699,422CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantEDUCATIONAL/RESEARCHPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS MADE TO COLD SPRING HARBOR LABORATORY REPRESENT AMOUNTS APPROVED BY THE BOARD OF TRUSTEES OF THE ORGANIZATION AS AN ALLOCATION FROM THE ENDOWMENT REPRESENTING APPROXIMATELY A 4.5% DRAW ON A 12 QUARTER MOVING AVERAGE. REPORTING IS RECEIVED ANNUALLY ON THE SPECIFIC USE OF THE FUNDS BY COLD SPRING HARBOR LABORATORY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRUCE STILLMAN PHD
PRESIDENT$0$772,191$0$50,000$0$32,890$0$107,450$0$119,221$0$1,081,752$0$0
SCOTT QUEHL
TREASURER$0$335,417$0$0$0$61,638$0$0$0$18,430$0$415,485$0$0
WALTER GOLDSCHMIDTS
TRUSTEE/VP SPONSORED PRGM$0$320,002$0$15,000$0$4,668$0$37,371$0$30,178$0$407,219$0$0
DEBRA ARENARE
SECRETARY$0$363,285$0$0$0$3,483$0$37,371$0$1,527$0$405,666$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3ROBERTSON RESEARCH FUND DOES NOT PAY ANY EMPLOYEES, INSTEAD ALL ARE PAID BY COLD SPRING HARBOR LABORATORY (CSHL), THE RELATED PARENT COMPANY. CSHL DETERMINES COMPENSATION THROUGH AN EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES ON RECOMMENDATION FROM A COMPENSATION REVIEW & ADVISORY SUB-COMMITTEE. THE VP OF HUMAN RESOURCES REPORTS DIRECTLY TO THE COMPENSATION REVIEW & ADVISORY SUB-COMMITTEE WHICH IS MADE UP OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES. REPORTING INCLUDES COMPARABILITY DATA AND OTHER INFORMATION GATHERED AT THE REQUEST OF THE SUB-COMMITTEE. CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DISCUSSION IS MAINTAINED BY THE VP OF HUMAN RESOURCES.
PART I, LINE 4BSUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. CSHL PROVIDES SENIOR STAFF THAT MEET CERTAIN REQUIREMENTS SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. AMOUNTS REPORTED REPRESENT PAYMENTS TO THESE PLANS WHICH ARE NOT VESTED AND REMAIN SUBJECT TO SUBSTANTIAL SERVICE REQUIREMENTS AND RISK OF FORFEITURE UPON EARLY TERMINATION. THE FOLLOWING PAYMENTS WERE MADE IN 2022: BRUCE STILLMAN $70,079

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2BOARD MEMBERS GEOFFREY ROBERTSON, WALTER MEIER, AND ANDREW MCKIBBEN HAVE A FAMILY RELATIONSHIP. MR. LEO GUTHART AND DR. MARILYN SIMONS, BOARD MEMBERS, HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT OF COLD SPRING HARBOR LABORATORY BASED ON THE BOOKS AND RECORDS OF THE ORGANIZATION. THE DRAFT RETURN AND ALL SUPPORTING DOCUMENTATION ARE PROVIDED TO THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS FOR REVIEW OF THE RETURN. THE FINAL VERSION OF THE FORM 990 IS THEN REVIEWED BY THE CFO OF CSHL/TREASURER OF ROBERT RESEARCH FUND, AND COPIES ARE PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO SUBMISSION OF THE RETURN TO THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALTHOUGH THE ROBERTSON RESEARCH FUND, INC. DOES NOT MAINTAIN SEPARATE CONFLICT OF INTEREST, WHISTLEBLOWER AND RECORD RETENTION POLICIES, IT IS GOVERNED BY THOSE POLICIES OF COLD SPRING HARBOR LABORATORY, A RELATED ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 15QUESTIONS WERE ANSWERED "NO" BECAUSE ROBERTSON RESEARCH FUND, INC. DOES NOT HAVE OR COMPENSATE ANY EMPLOYEES, THEREFORE NO POLICIES/PROCEDURES ARE REQUIRED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAINTAINS ALL DOCUMENTS INCLUDING GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, ANNUAL REPORTS, FINANCIAL STATEMENTS AND TAX RETURNS FOR PUBLIC INSPECTION AT THE FINANCE OFFICE OF COLD SPRING HARBOR LABORATORY, LOCATED AT 1 BUNGTOWN ROAD, COLD SPRING HARBOR, NEW YORK 11724. IN ADDITION, MANY OF THESE DOCUMENTS ARE AVAILABLE ONLINE AT WWW.CSHL.EDU.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
COLD SPRING HARBOR LABORATORY
PO BOX 100 1 BUNGTOWN RDCOLD SPRING HARBORNY11724112013303RESEARCHNY501(C)(3)7N/A0
COLD SPRING HARBOR LABORATORY ASSN
PO BOX 100 1 BUNGTOWN RDCOLD SPRING HARBORNY11724111631792SUPPORTNY501(C)(3)11N/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
COLD SPRING HARBOR ASIA (SIP)
218 XIN HU STSUZHIOUCH215125SCIENTIFIC COCHN/AC0
LIFE SCIENCE ALLIANCE
MEYERHOFSTR 1HEIDELBERGGM69117PUBLISHING COGMN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.