2013-11-12T16:14:58-06:00 2012-12-31 KPMG LLP 345 Park Avenue New York NY 101540102 990 2012-01-01 237224244 ROBERTSON RESEARCH FUND INC % LARI C RUSSO ROBE 5163678446 PO BOX 100 1 BUNGTOWN ROAD Suite COLD SPRING HARBOR NY 11724 LARI RUSSO 5163678446 2013-11-07 true KPMG LLP 2127589700 2012 2016-02-24 21:20:13Z W DILLAWAY AYRES JR PO BOX 1001 BUNGTOWN RD COLD SPRING HARBOR NY 11724 28166096 false X N/A X 1972 DE PROVIDES INCOME TO THE 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. 9 6 0 6 0 0 0 0 0 0 4271393 8914810 0 0 4271393 8914810 5077600 4874495 0 0 0 0 0 0 0 395815 457782 5473415 5332277 -1202022 3582533 99687799 106245773 84606 0 99603193 106245773 PROVIDES INCOME TO THE 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. false false 4262300 4262300 PROVIDES INCOME TO THE 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. 612195 612195 SUPPORT FOR THE BANBURY CONFERENCE CENTER AT THE 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. 4874495 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 true 0 false false false false false false false false false false X 9 6 true false false false false false false true false false false true false false false false false false NY X LARI C RUSSO 5163678446 PO BOX 100 1 BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 X WILLIAM ROBERTSON 1.0 1.0 X 0 0 0 BRUCE STILLMAN 1.0 39.0 X 0 529064 228714 W DILLAWAY AYRES JR 1.0 39.0 X 0 409565 200499 KATHERINE ERNST 1.0 X WALTER GOLDSCHMIDTS 1.0 39.0 X 272475 56760 WILLIAM GRIDLEY 1.0 X JOHN LINNARTZ 1.0 X JAMIE NICHOLLS 1.0 1.0 X LEO GUTHART 1.0 1.0 X LARI C RUSSO 1.0 39.0 X 0 271602 34210 0 1482706 520183 0 false true false 0 0 0 1686976 1686976 0 0 0 0 0 26479120 19251286 7227834 7227834 7227834 0 0 0 0 8914810 0 8914810 4874495 4874495 0 0 0 0 0 0 0 0 0 0 0 0 0 0 455856 455856 0 0 0 0 0 0 0 0 0 0 0 0 0 STATE FILING FEES 1926 1926 5332277 4874495 457782 0 0 0 916822 324812 0 0 0 0 0 0 0 0 1578492 1517006 0 0 0 0 0 39466474 40648634 57726011 63755321 0 0 0 0 0 0 99687799 106245773 84606 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 84606 0 X 0 0 89495103 96137683 10108090 10108090 99603193 106245773 99687799 106245773 X 3582533 3060047 X false true X true false X X X X false false false COLD SPRING HARBOR LABORATORY 112013303 07 true true true 4874495 1 4874495 99603193 11974857 4874495 457782 106245773 105061712 14896 5077600 395815 99603193 101017463 10019755 5546900 428606 105061712 90003382 17355124 5974600 366443 101017463 130023143 -33622801 6026500 370460 90003382 0.10000 0.90000 false true true ALTERNATIVE INVESTMENTS 63755321 F 63755321 0 0 X ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE FUNDS WILL BE USED TO PROVIDE INCOME TO THE COLD SPRING HARBOR LABORATORY FOR THE SUPPORT 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 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. true Central America and the Caribbean Investments 14910445 Europe (Including Iceland and Greenland) Investments 5912089 20822534 20822534 false false false false false false true COLD SPRING HARBOR LABORATORY PO BOX 100 1 BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 112013303 501(C)(3) 4874495 EDUCATIONAL/RESEARCH 1 0 GRANTS PAID SCHEDULE I, PART I, LINE 2 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 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 0 514107 0 0 0 14957 0 113520 0 115194 0 757778 0 0 W DILLAWAY AYRES JR 0 401887 0 0 7678 0 176450 0 24049 0 610064 0 0 WALTER GOLDSCHMIDTS 262475 10000 34629 22131 329235 0 LARI C RUSSO 0 252500 0 0 19102 0 31975 0 2235 0 305812 0 0 SCHEDULE J, PART I,LINE 4B Payments for a Supplemental Nonqualified Retirement Plan: Bruce Stillman $82,296 W. Dillaway Ayres, Jr $145,226 Walter Goldschmidts $3,405 Lari C. Russo $375 Schedule J, Part II, Column B (III) Other reportable compensation of W. Dillaway Ayres, Jr and Dr. Bruce Stillman includes club dues paid by a 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 value of the non-taxable personal use of the residence along with other expenses are included in Column D. CONSOLIDATED FINANCIAL STATEMENTS CORE FORM 990, PART IV, LINE 12 THE ROBERTSON RESEARCH FUND, INC. IS AUDITED IN COMBINATION WITH THE FINANCIAL STATEMENT AUDIT OF ITS RELATED ORGANIZATION, COLD SPRING HARBOR LABORATORY (#11-2013303), ALTHOUGH SEPARATE AUDITED FINANCIAL STATEMENTS ARE NOT ISSUED FOR THE ROBERTSON RESEARCH FUND, A CONSOLIDATED AUDITED FINANCIAL STATEMENT WAS ISSUED FOR THE YEAR 2012 WHICH WAS PREPARED IN ACCORDANCE WITH GAAP. FAMILY RELATIONSHIP CORE FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS WILLIAM ROBERTSON, JOHN LINNARTZ AND KATHERINE ERNST ARE FAMILY MEMBERS. DOCUMENTATION OF COMMITTEE MEETINGS CORE FORM 990, PART VI, SECTION A, LINE 8b THE 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. 990 REVIEW CORE FORM 990, PART VI, SECTION B, LINE 11a-b THE 990 OF THE ORGANIZATION 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 AND FINAL PREPARATION OF THE RETURN. THE FINAL VERSION OF THE FORM 990 IS THEN REVIEWED BY THE CFO AND COPIES PROVIDED TO ALL VOTING MEMBERS OF THE GOVERNING BOARD PRIOR TO SUBMISSION OF THE RETURN TO THE IRS. POLICIES 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 THE COLD SPRING HARBOR LABORATORY, A RELATED ORGANIZATION. COMPENSATION CORE FORM 990, PART VI, SECTION B, LINES 15A-B QUESTIONS WERE ANSWERED "NO" BECAUSE ROBERTSON RESEARCH FUND, INC. DOES NOT COMPENSATE ANY EMPLOYEES, SO NO POLICIES/PROCEDURES ARE REQUIRED. GOVERNING DOCUMENTS 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 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. Form 990, Part XI, Reconciliation of Net Assets Unrealized gain (loss) on investments carried at market value $3,060,047 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 The Cold Spring Harbor Laboratory. The Laboratory's 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 NEW YORK NY 11724 112013303 RESEARCH NY 501 (c) (3) 7 NA false false true false false false false false false false false false false false true true true false true true