2018-11-14T20:16:09-06:00 2017-12-31 GRANT THORNTON LLP 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2017-01-01 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 2018-11-14 true Scott Thompsett P00504182 2125990100 24.189.145.96 26377520183185000057 2018-11-14 P E7E0FB53EAAEF94D3621E2E60F964B23872E5626 0A053C539BB13313BC57329719FBFAB4151F57DD 2017 2019-02-21 02:37:17Z LARI C RUSSO PO BOX 100 1 BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 24616110 false X www.cshl.edu X 1972 DE THE ORGANIZATION SUPPORTS VARIOUS PROJECTS THAT INVOLVE EDUCATION AND RESEARCH AT COLD SPRING HARBOR LABORATORY (SEE SCHEDULE O). 9 6 0 6 0 0 0 0 0 0 1785730 5900528 0 0 1785730 5900528 5181895 5156750 0 0 0 0 0 0 0 434857 465233 5616752 5621983 -3831022 278545 112542717 123110595 0 0 112542717 123110595 PROVIDES 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 4419358 4419358 0 PROVIDES 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. 737392 737392 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. 5156750 true false false false false false false false false true false true false false false true false 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 false false false false false false false false false false X 9 6 true false false false false true false true false 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 WILLIAM ROBERTSON TRUSTEE 1.0 1.0 X 0 0 0 BRUCE STILLMAN TRUSTEE 1.0 39.0 X 0 641917 200739 W DILLAWAY AYRES JR TRUSTEE 1.0 39.0 X 0 480921 68515 WALTER GOLDSCHMIDTS TRUSTEE 1.0 39.0 X 0 326167 58301 WILLIAM GRIDLEY TRUSTEE 1.0 0.0 X 0 0 0 JOHN LINNARTZ TRUSTEE 1.0 0.0 X 0 0 0 JAMIE NICHOLS TRUSTEE 1.0 1.0 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 LARI C RUSSO CHIEF FINANCIAL OFFICER 1.0 39.0 X 0 302433 34956 0 1751438 362511 0 false true false 0 0 0 1528824 1528824 0 0 0 0 0 23087286 18715582 4371704 4371704 4371704 0 0 0 0 0 0 0 0 0 0 5900528 5900528 5156750 5156750 0 0 0 0 0 0 0 0 0 0 0 0 0 0 465233 465233 0 0 0 0 0 0 0 0 0 0 0 0 0 . 0 0 0 0 5621983 5156750 465233 0 0 0 0 0 0 0 0 0 0 0 0 0 1231892 1149610 0 0 0 0 0 0 39878643 38621114 71432182 83339871 0 0 0 0 0 0 112542717 123110595 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 0 102434627 113002505 10108090 10108090 112542717 123110595 112542717 123110595 278545 10289333 X false true X true false X X 1 COLD SPRING HARBOR LABORATORY 112013303 7 true 5156750 0 1 5156750 0 0.00000 true false false false false false false false false false false false false false false true false 112542717 16189861 5156750 465233 123110595 112594453 5565016 5181895 434857 112542717 117825470 892589 5572110 551496 112594453 117836030 5807834 5315883 502511 117825470 106245773 17106116 5023595 492264 117836030 0.09000 0.91000 false true true ALTERNATIVE INVESTMENTS 83339871 F 83339871 0 0 X SCHEDULE D, PART V, LINE 4 THE ORGANIZATION SUPPORTS VARIOUS PROJECTS AT COLD SPRING HARBOR LABORATORY FOR THE ASSISTANCE of EDUCATIONal FACILITIES, BROAD BASIC SCIENTIFIC RESEARCH AND ITS DISSEMINATION TO THE PUBLIC AND FOR SCHOLARSHIPS AND FELLOWSHIP AWARDS. SCHEDULE D, PART X, LINE 2 FIN 48 (ASC 740) THE LABORATORY AND ROBERTSON ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THEY ARE NOT SUBJECT TO INCOME TAXES EXCEPT TO THE EXTENT THERE IS TAXABLE INCOME FROM ACTIVITIES THAT ARE NOT RELATED TO THE EXEMPT PURPOSES. THE LABORATORY RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. CSH ASIA WAS ESTABLISHED AS A TAXABLE ORGANIZATION IN CHINA. PROVISIONS FOR BOTH LOCAL AND UNRELATED BUSINESS INCOME TAXES ARE INCLUDED IN ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE 2017 AND 2016 CONSOLIDATED BALANCE SHEETS. Central America and the Caribbean Investments 35135777 Europe (Including Iceland and Greenland) Investments 8475014 43610791 43610791 false false true false true false true COLD SPRING HARBOR LABoratory 1 BUNGTOWN RD cold spring harbor NY 11724 112013303 501(C)(3) 5156750 EDUCATIONAL/RESEARCH 1 SCHEDULE I, PART 1, LINE 1 GRANTS MADE TO COLD SPRING HARBOR LABORATORY REPRESENT AMOUNTS APPROVED BY THE BOARD OF DIRECTORS 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 TRUSTEE 0 624225 0 0 0 17692 0 84850 0 115889 0 842656 0 0 W DILLAWAY AYRES JR TRUSTEE 0 439312 0 0 0 41609 0 33250 0 35265 0 549436 0 0 WALTER GOLDSCHMIDTS TRUSTEE 0 289913 0 30000 0 6254 0 33250 0 25051 0 384468 0 0 LARI C RUSSO CHIEF FINANCIAL OFFICER 0 299675 0 0 0 2758 0 33250 0 1706 0 337389 0 0 SCHEDULE J, PART 1, LINE 3 ROBERTSON 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. THE VP OF HUMAN RESOURCES REPORTS DIRECTLY TO THE 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 COMMITTEE. CONTEMPORANEOUS SUBSTANTiation OF THE DELIBERATION AND DISCUSSION IS MAINTAINED BY THE 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 2017: Bruce Stillman $51,600 jim watson $16,500 David Spector $17,755 W. Dillaway Ayres $24,540 (paid directly to employee) SCHEDULE J, PART 1, LINE 7 A BONUS OF $30,000 WAS PAID TO WALTER GOLDSCHMIDTS BY A RELATED ORGANIZATION, CSHL. ADDITIONAL COMPENSATION OF $7,500 WAS PAID TO LARI C. RUSSO BY COLD SPRING HARBOR ASIA, A WHOLLY OWNED SUBSIDIARY OF CSHL. 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 WILLIAM ROBERTSON, WALTER MEIER, ANDREW MCKIBBEN AND JOHN LINNARTZ ARE FAMILY MEMBERS. CORE FORM 990, PART VI, SECTION A, LINE 8B THIS QUESTION WAS ANSWERED "NO" BECAUSE THE ROBERTSON RESEARCH FUND, INC. DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. CORE FORM 990, PART VI, SECTION B, LINE 11 A-B THE FORM 990 IS PREPARED BY THE FINANCE DEPARTMENT OF CSHL BASED ON THE BOOKS AND RECORDS OF THE ORGANIZATION. THE DRAFT RETURN AND ALL SUPPORTING DOCUMENTATION ARE PROVIDED TO THE ORGANIZATIONS INDEPENDENT ACCOUNTANTS FOR REVIEW OF THE RETURN. THE FINAL VERSION OF THE FORM 990 IS THEN REVIEWD BY THE CFO AND COPIES ARE PROVIDED TO ALL VOTING MEMBERS OF THE GOVERNING BOARD 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 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. CORE FORM 990, PART XII, LINES 2B-2C ALTHOUGH THE ROBERTSON RESEARCH FUND, INC. DOES NOT HAVE A SEPARATE AUDIT COMMITTEE IT DOES FILE CONSOLIDATED FINANCIAL STATEMENTS WITH COLD SPRING HARBOR LABORATORY. THE LABORATORYS ANNUAL AUDIT IS GOVERNED BY AN AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE OVERSEES THE ORGANIZATIONS AUDIT AND THE SELECTION OF ITS INDEPENDENT ACCOUNTANTS. COLD SPRING HARBOR LABORATORY PO BOX 100 1 BUNGTOWN RD CSH NY 11724 112013303 RESEARCH NY 501(C)(3) 7 NA false COLD SPRING HARBOR LABORATORY ASSN PO BOX 100 1 BUNGTOWN RD CSH NY 11724 111631792 SUPPORT NY 501(C)(3) 11 NA false COLD SPRING HARBOR ASIA (SIP) 218 XIN HU ST SUZHIOU CH 215125 SCIENTIFIC CO CH NA C CCORP 0 0 0.00000 false false true false false false false false false false false false false false true true true false true true