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Nonprofiteer
← ROBERTSON RESEARCH FUND INC

Form 990 for tax year 2022

Filed by ROBERTSON RESEARCH FUND INC.

Totals

Total revenue
$4,397,105
Total expenses
$6,307,148
Contributions and grants received
$0
Grants paid
$5,699,422
Program service revenue
$0
Investment income
$4,397,105
Other revenue
$0
Total assets, end of year
$121,577,117
Total liabilities, end of year
$200,798
Net assets or fund balances, end of year
$121,376,319
Program services expenses (Part IX)
$5,699,422
Management and general expenses
$607,726
Fundraising expenses
$0
Program service expenses (Part III)
$5,699,422

Program services were 90.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRUCE STILLMAN PHD

    PRESIDENT

    Total calculated
    $1,081,752
    From this org
    $0
    From related orgs
    $855,081
    Other
    $226,671
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $772,191 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $32,890 related
    Deferred
    $0 + $107,450 related
    Nontaxable benefits
    $0 + $119,221 related
    Filer's total
    $0 + $1,081,752 related

  • GEOFFREY ROBERTSON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WALTER GOLDSCHMIDTS

    TRUSTEE/VP SPONSORED PRGM

    Total calculated
    $407,219
    From this org
    $0
    From related orgs
    $339,670
    Other
    $67,549
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,002 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $4,668 related
    Deferred
    $0 + $37,371 related
    Nontaxable benefits
    $0 + $30,178 related
    Filer's total
    $0 + $407,219 related

  • WILLIAM GRIDLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LEO GUTHART

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANDREW MCKIBBEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WALTER MEIER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LYON POLK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARILYN SIMONS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DEBRA ARENARE

    SECRETARY

    Total calculated
    $405,666
    From this org
    $0
    From related orgs
    $366,768
    Other
    $38,898
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,285 related
    Bonus
    $0
    Other
    $0 + $3,483 related
    Deferred
    $0 + $37,371 related
    Nontaxable benefits
    $0 + $1,527 related
    Filer's total
    $0 + $405,666 related

  • SCOTT QUEHL

    TREASURER

    Total calculated
    $415,485
    From this org
    $0
    From related orgs
    $397,055
    Other
    $18,430
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,417 related
    Bonus
    $0
    Other
    $0 + $61,638 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,430 related
    Filer's total
    $0 + $415,485 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, 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 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 4B
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 2022: BRUCE STILLMAN $70,079

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • COLD SPRING HARBOR ASIA (SIP)

    C · SCIENTIFIC CO · CH

  • LIFE SCIENCE ALLIANCE

    C · PUBLISHING CO · GM

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202313109349302386

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