2020-11-12T11:32:43-06:00 2019-12-31 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2019-01-01 237224244 Robertson Research Fund Inc % LARI RUSSO ROBE 5163678446 PO BOX 100 1 BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 LARI C RUSSO CFO 5163678446 2020-11-11 true DANIEL ROMANO P00504182 2125990100 24.91.116.203 26377520203175000008 2020-11-12 P A87539D75D44546F9E81755E19BD8DC508F41D5E 3E534C27D70A367EFB614FB161470324716CFE0A 2019 2021-01-29 14:40:06Z LARI C RUSSO PO BOX 100 1 BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 25567794 false X www.cshl.edu X 1972 DE THE ORGANIZATION PROVIDES FINANCIAL SUPPORT FOR PROJECTS THAT INVOLVE EDUCATION AND RESEARCH AT COLD SPRING HARBOR LABORATORY (SEE SCHEDULE O). 9 7 0 7 10605 4301 0 0 0 0 6265920 6319991 0 0 6265920 6319991 5173771 5253141 0 0 0 0 0 0 0 588970 621004 5762741 5874145 503179 445846 113181421 124909939 0 527 113181421 124909412 PROVIDES 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. false false 4502221 4502221 0 PROVIDES 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. 750920 750920 0 SUPPORT 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. 5253141 true false false false false false false false false true false true false false false true true true false false true false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 true true false false false false false false false false false false false X 9 7 true false false false false false false true true false false true true true true true true false false false NY X LARI RUSSO 5163678446 PO BOX 100 1 BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 BRUCE STILLMAN phd president/ceo 1.0 39.0 X X 0 1013269 177015 WALTER GOLDSCHMIDTS TRUSTEE/VP Sponsored Programs 1.0 39.0 X 0 341805 61996 DEBRA ARENARE SECRETARY/VP, GENERAL COUNSEL 1.0 39.0 X 0 326645 35926 LARI C RUSSO Treasurer/CFO 1.0 39.0 X 0 310409 35870 WILLIAM GRIDLEY TRUSTEE 1.0 0.0 X 0 0 0 LEO GUTHART TRUSTEE 1.0 1.0 X 0 0 0 ANDREW MCKIBBEN TRUSTEE 1.0 0.0 X 0 0 0 GEOFFREY ROBERTSON vice president 1.0 1.0 X X 0 0 0 EDWARD TRAVAGLIANTI TRUSTEE 1.0 1.0 X 0 0 0 MARILYN SIMONS TRUSTEE 1.0 1.0 X 0 0 0 WALTER MEIER TRUSTEE 1.0 0.0 X 0 0 0 0 1992128 310807 0 false true false 0 0 0 1636436 10605 1625831 0 0 0 0 0 23931358 19247803 4683555 4683555 4683555 0 0 0 0 0 0 0 0 0 0 6319991 10605 6309386 5253141 5253141 0 0 0 0 0 0 0 0 0 0 0 0 0 0 621004 621004 0 0 0 0 0 0 0 0 0 0 0 0 0 . 0 5874145 5253141 621004 0 0 0 0 0 0 0 5094575 0 0 0 0 0 1062391 969940 0 0 0 0 0 0 36697150 34938332 70327305 89001667 0 0 0 0 0 0 113181421 124909939 0 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 527 X 0 0 113181421 124909412 113181421 124909412 113181421 124909939 445846 11282145 X false true X true false X X 1 COLD SPRING HARBOR LABORATORY 112013303 7 true 5253141 0 1 5253141 0 true false false false false false false false false false false false false false false true false 113181421 17602136 5253141 621004 124909412 123110595 -4166433 5173771 588970 113181421 112542717 16189861 5156750 465233 123110595 112594453 5565016 5181895 434857 112542717 117825470 892589 5572110 551496 112594453 0.08000 0.92000 false true true ALTERNATIVE INVESTMENTS 89001667 F 89001667 0 0 X 16981132 11282145 11282145 5698987 621004 621004 6319991 5253141 5253141 621004 621004 5874145 SCHEDULE D, PART V, LINE 4 THE FUNDS WILL BE USED TO PROMOTE 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. SCHEDULE D, 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 2019 IN THE AMOUNT OF $4,300. Central America and the Caribbean 0 0 Investments 37825073 Europe (Including Iceland and Greenland) 0 0 Investments 11567304 0 0 0 0 49392377 49392377 true false true false true false true Cold Spring Harbor Laboratory 1 Bungtown Rd Cold Spring Harbor NY 11724 112013303 501(c)(3) 5253141 Educational/Research 1 0 SCHEDULE I, PART 1, LINE 1 GRANTS 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. false true false false false false false false false BRUCE STILLMAN phd president/ceo 0 735000 0 0 0 278269 0 102675 0 74340 0 1190284 0 0 WALTER GOLDSCHMIDTS TRUSTEE/VP Sponsored Programs 0 304590 0 20000 0 17215 0 34425 0 27571 0 403801 0 0 LARI C RUSSO Treasurer/CFO 0 307500 0 0 0 2909 0 34425 0 1445 0 346279 0 0 DEBRA ARENARE SECRETARY/VP, GENERAL COUNSEL 0 325000 0 0 0 1645 0 34425 0 1501 0 362571 0 0 SCHEDULE J, PART 1, LINE 3 ROBERTSON RESEARCH FUND DOES NOT HAVE OR PAY ANY EMPLOYEES, THOSE OFFICERS AND TRUSTEES OF ROBERTSON RESEARCH FUND ARE EMPLOYEES OF COLD SPRING HARBOR LABORATORY (cshl), THE RELATED PARENT COMPANY. CSHL DETERMINES COMPENSATION THROUGH AN EXECUTIVE COMMITTEE OF ITS BOARD OF TRUSTEES. CSHL'S VP OF HUMAN RESOURCES REPORTS DIRECTLY TO THE COMMITTEE WHICH IS MADE UP OF INDEPENDENT MEMBERS OF CSHL'S BOARD OF TRUSTEES. REPORTING INCLUDES COMPARABILITY DATA AND OTHER INFORMATION GATHERED AT THE REQUEST OF THE COMMITTEE. CONTEMPORANEOUS SUBSTANTiation OF THE DELIBERATION AND DISCUSSION IS MAINTAINED BY CSHL'S VP OF HUMAN RESOURCES. SCHEDULE J. PART 1, LINE 4(B) SUPPLEMENTAL 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 2019: Bruce Stillman $68,250 SCHEDULE J, PART 1, LINE 7 A BONUS OF $20,000 WAS PAID TO WALTER GOLDSCHMIDTS BY A RELATED ORGANIZATION, Cold Spring Harbor Laboratory. SCHEDULE J, PART II, COLUMN B (III) OTHER REPORTABLE COMPENSATION OF DR. BRUCE STILLMAN INCLUDES CLUB DUES PAID BY RELATED TAX-EXEMPT ORGANIZATION, COLD SPRING HARBOR LABORATORY. THE DUES ARE FOR MEMBERSHIP FEES IN CLUBS REQUIRED BY THE ORGANIZATION FOR FURTHERANCE OF BUSINESS RELATIONSHIPS AND MEETINGS. NON-TAXABLE FRINGE BENEFITS OF DR. STILLMAN INCLUDES HOUSING PROVIDED BY A RELATED, TAX EXEMPT ORGANIZATION, COLD SPRING HARBOR LABORATORY. DR. STILLMAN IS PROVIDED WITH A HOME ON THE CAMPUS AND IS REQUIRED TO RESIDE IN THE ON-CAMPUS RESIDENCE AS A CONDITION OF HIS EMPLOYMENT. The president needs to be available to respond 24/7 to any laboratory emergency. The president's home is available for visiting scientists and special events. THE VALUE OF THE NON-TAXABLE PERSONAL USE OF THE RESIDENCE ALONG WITH OTHER EXPENSES ARE INCLUDED IN COLUMN D. CORE Form 990, PART I, LINE 1 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. CORE FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS GEOFF ROBERTSON, WALTER MEIER, and ANDREW MCKIBBEN have a FAMILY relationship. MR. LEO GUTHART AND DR. MARILYN SIMONS, BOARD MEMBERS, HAVE A BUSINESS RELATIONSHIP. CORE FORM 990, PART VI, SECTION B, LINE 11 A-B THE 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. CORE FORM 990, PART VI, SECTION B, LINES 12, 13 AND 14 ALTHOUGH 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. CORE FORM 990, PART VI, SECTION B, LINE 15A-B QUESTIONS WERE ANSWERED "NO" BECAUSE ROBERTSON RESEARCH FUND, INC. DOES NOT HAVE OR COMPENSATE ANY EMPLOYEES, SO NO POLICIES/PROCEDURES ARE REQUIRED. CORE FORM 990, PART VI, SECTION C, LINE 19 THE 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. 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