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Robertson Research Fund Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Science and Technology Research Institutes, Services / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.14M (2023)

Expenses
$6.29M (2023)

Total Assets
$133M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,135,445
Expenses
$6,294,342
Net Income
$1,841,103
Net Assets
$133,001,710
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,307,495
16.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,827,950
83.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $133,001,710
Total Liabilities $0
Net Assets $133,001,710
Compensation
Key Employees and Officers Compensation Related Other
Bruce Stillman Phd (President) $0 $3,033,951 $161,178
Walter Goldschmidts (Trustee/Vp Sponsored Program) $0 $349,638 $73,005
Geoffrey Robertson (Vice President) $0 $0 $0
William Gridley (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Walter Meier (Trustee) $0 $0 $0
Lyon Polk (Trustee) $0 $0 $0
Maud Robertson (Trustee) $0 $0 $0
Marilyn Simons (Trustee) $0 $0 $0
Scott Quehl (Treasurer (Thru 4/2023)) $0 $283,831 $6,652
Debra Arenare (Secretary) $0 $377,782 $71,740
Nicholas Milowski (Treasurer (As Of 11/2023)) $0 $76,560 $11,786

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,397,105
Expenses
$6,307,148
Net Income
-$1,910,043
Net Assets
$121,376,319
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,013,209
23.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,383,896
77.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $121,577,117
Total Liabilities $200,798
Net Assets $121,376,319
Compensation
Key Employees and Officers Compensation Related Other
Bruce Stillman Phd (President) $0 $855,081 $226,671
Geoffrey Robertson (Vice President) $0 $0 $0
Walter Goldschmidts (Trustee/Vp Sponsored Prgm) $0 $339,670 $67,549
William Gridley (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Andrew Mckibben (Trustee) $0 $0 $0
Walter Meier (Trustee) $0 $0 $0
Lyon Polk (Trustee) $0 $0 $0
Marilyn Simons (Trustee) $0 $0 $0
Debra Arenare (Secretary) $0 $366,768 $38,898
Scott Quehl (Treasurer) $0 $397,055 $18,430

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,256,252
Expenses
$6,070,264
Net Income
$4,185,988
Net Assets
$140,473,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $374,197
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,882,055
96.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $140,499,325
Total Liabilities $26,240
Net Assets $140,473,085
Compensation
Key Employees and Officers Compensation Related Other
Bruce Stillman Phd (President) $0 $775,721 $223,536
Geoffrey Robertson (Vice President) $0 $0 $0
Walter Goldschmidts (Trustee/Vp Sponsored Prgm) $0 $379,082 $66,136
William Gridley (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Andrew Mckibben (Trustee) $0 $0 $0
Walter Meier (Trustee) $0 $0 $0
Lyon Polk (Trustee (As Of 11/2021)) $0 $0 $0
Marilyn Simons (Trustee) $0 $0 $0
Edward Travaglianti (Trustee (Thru 8/2021)) $0 $0 $0
Debra Arenare (Secretary) $0 $354,364 $36,859
Lari C Russo (Treasurer) $0 $324,473 $36,771

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,560,650
Expenses
$5,998,788
Net Income
$5,561,862
Net Assets
$132,517,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $906,735
7.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,653,915
92.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $132,518,114
Total Liabilities $1,000
Net Assets $132,517,114
Compensation
Key Employees and Officers Compensation Related Other
Bruce Stillman Phd (President/Ceo) $0 $774,869 $200,993
Walter Goldschmidts (Trustee/Vp Sponsored Program) $0 $357,240 $63,429
William Gridley (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Andrew Mckibben (Trustee) $0 $0 $0
Geoffrey Robertson (Vice President) $0 $0 $0
Edward Travaglianti (Trustee) $0 $0 $0
Marilyn Simons (Trustee) $0 $0 $0
Walter Meier (Trustee) $0 $0 $0
Debra Arenare (Secretary/Vp, General Counsel) $0 $354,342 $36,470
Lari C Russo (Treasurer/Cfo) $0 $324,456 $36,378

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,319,991
Expenses
$5,874,145
Net Income
$445,846
Net Assets
$124,909,412
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,636,436
25.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,683,555
74.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $124,909,939
Total Liabilities $527
Net Assets $124,909,412
Compensation
Key Employees and Officers Compensation Related Other
Bruce Stillman Phd (President/Ceo) $0 $1,013,269 $177,015
Walter Goldschmidts (Trustee/Vp Sponsored Programs) $0 $341,805 $61,996
Debra Arenare (Secretary/Vp, General Counsel) $0 $326,645 $35,926
Lari C Russo (Treasurer/Cfo) $0 $310,409 $35,870
William Gridley (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Andrew Mckibben (Trustee) $0 $0 $0
Geoffrey Robertson (Vice President) $0 $0 $0
Edward Travaglianti (Trustee) $0 $0 $0
Marilyn Simons (Trustee) $0 $0 $0
Walter Meier (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,265,920
Expenses
$5,762,741
Net Income
$503,179
Net Assets
$113,181,421
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,536,740
24.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,729,180
75.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $113,181,421
Total Liabilities $0
Net Assets $113,181,421
Compensation
Key Employees and Officers Compensation Related Other
William Robertson (Trustee (Thru 08/18)) $0 $0 $0
Bruce Stillman (President/Ceo) $0 $894,109 $258,324
W Dillaway Ayres Jr (Trustee (Thru 02/18)) $0 $504,025 $71,320
Walter Goldschmidts (Trustee/Vp Sponsored Programs) $0 $343,803 $60,527
William Gridley (Trustee) $0 $0 $0
John Linnartz (Trustee (Thru 02/18)) $0 $0 $0
Jamie Nichols (Trustee (Thru 02/18)) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Andrew Mckibben (Trustee) $0 $0 $0
Geoff Robertson (Vice President (As Of 08/18)) $0 $0 $0
Edward Travaglianti (Trustee (As Of 02/18)) $0 $0 $0
Marilyn Simons (Trustee (As Of 02/18)) $0 $0 $0
Walter Meier (Trustee (As Of 02/18)) $0 $0 $0
Lari C Russo (Treasurer/Cfo) $0 $304,351 $35,356
Debra Arenare (Secretary/Vp, General Counsel) $0 $301,507 $37,224

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,900,528
Expenses
$5,621,983
Net Income
$278,545
Net Assets
$123,110,595
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,528,824
25.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,371,704
74.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $123,110,595
Total Liabilities $0
Net Assets $123,110,595
Compensation
Key Employees and Officers Compensation Related Other
William Robertson (Trustee) $0 $0 $0
Bruce Stillman (Trustee) $0 $641,917 $200,739
W Dillaway Ayres Jr (Trustee) $0 $480,921 $68,515
Walter Goldschmidts (Trustee) $0 $326,167 $58,301
William Gridley (Trustee) $0 $0 $0
John Linnartz (Trustee) $0 $0 $0
Jamie Nichols (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Andrew Mckibben (Trustee) $0 $0 $0
Lari C Russo (Chief Financial Officer) $0 $302,433 $34,956

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,785,730
Expenses
$5,616,752
Net Income
-$3,831,022
Net Assets
$112,542,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,263,809
70.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $521,921
29.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $112,542,717
Total Liabilities $0
Net Assets $112,542,717
Compensation
Key Employees and Officers Compensation Related Other
William Robertson (Trustee) $0 $0 $0
Bruce Stillman (Trustee) $0 $626,637 $147,268
W Dillaway Ayres Jr (Trustee) $0 $2,527,948 $64,627
Walter Goldschmidts (Trustee) $0 $296,768 $55,560
William Gridley (Trustee) $0 $0 $0
John Linnartz (Trustee) $0 $0 $0
Jamie Nicholls (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Andrew Mckibben (Trustee (As Of 02/2015)) $0 $0 $0
Lari C Russo (Chief Financial Officer) $0 $296,975 $34,657

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,247,840
Expenses
$6,123,606
Net Income
-$2,875,766
Net Assets
$112,594,453
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,300,232
40.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,947,608
60.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $112,594,453
Total Liabilities $0
Net Assets $112,594,453
Compensation
Key Employees and Officers Compensation Related Other
William Robertson (President) $0 $0 $0
Bruce Stillman (Vice President) $0 $582,440 $190,242
W Dillaway Ayres Jr (Secretary) $0 $415,555 $60,047
Katherine Ernst (Trustee) $0 $0 $0
Walter Goldschmidts (Trustee) $0 $279,031 $55,252
William Gridley (Trustee) $0 $0 $0
John Linnartz (Trustee) $0 $0 $0
Jamie Nicholls (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Lari C Russo (Chief Financial Officer) $0 $282,616 $35,338

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,076,177
Expenses
$5,818,394
Net Income
-$1,742,217
Net Assets
$117,825,470
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,608,706
39.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,467,471
60.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $117,825,470
Total Liabilities $0
Net Assets $117,825,470
Compensation
Key Employees and Officers Compensation Related Other
William Robertson (President) $0 $0 $0
Bruce Stillman (Vice President) $0 $542,928 $235,370
W Dillaway Ayres Jr (Secretary) $0 $427,560 $208,774
Katherine Ernst (Trustee) $0 $0 $0
Walter Goldschmidts (Trustee) $0 $266,253 $55,583
William Gridley (Trustee) $0 $0 $0
John Linnartz (Trustee) $0 $0 $0
Jamie Nicholls (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Lari C Russo (Chief Financial Officer) $0 $269,188 $33,966

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,422,115
Expenses
$5,515,859
Net Income
-$1,093,744
Net Assets
$117,836,030
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,382,001
31.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,040,114
68.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $117,837,530
Total Liabilities $1,500
Net Assets $117,836,030
Compensation
Key Employees and Officers Compensation Related Other
William Robertson (President) $0 $0 $0
Bruce Stillman (Vice President) $0 $537,791 $229,831
W Dillaway Ayres Jr (Secretary) $0 $437,238 $200,934
Katherine Ernst (Trustee) $0 $0 $0
Walter Goldschmidts (Trustee) $0 $263,597 $57,077
William Gridley (Trustee) $0 $0 $0
John Linnartz (Trustee) $0 $0 $0
Jamie Nicholls (Trustee) $0 $0 $0
Leo Guthart (Trustee) $0 $0 $0
Lari C Russo (Chief Financial Officer) $0 $266,623 $33,978

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,914,810
Expenses
$5,332,277
Net Income
$3,582,533
Net Assets
$106,245,773
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,686,976
18.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,227,834
81.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $106,245,773
Total Liabilities $0
Net Assets $106,245,773

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,271,393
Expenses
$5,473,415
Net Income
-$1,202,022
Net Assets
$99,603,193
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,575,878
36.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,695,515
63.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $99,687,799
Total Liabilities $84,606
Net Assets $99,603,193

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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