Robertson Research Fund Inc
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 4,271,393 | 5,473,415 | −1,202,022 | 218.4 | 0% |
| 2012 | 8,914,810 | 5,332,277 | 3,582,533 | 239.1 | 0% |
| 2013 | 4,422,115 | 5,515,859 | −1,093,744 | 256.4 | 0% |
| 2014 | 4,076,177 | 5,818,394 | −1,742,217 | 243.0 | 0% |
| 2015 | 3,247,840 | 6,123,606 | −2,875,766 | 220.6 | 0% |
| 2016 | 1,785,730 | 5,616,752 | −3,831,022 | 240.4 | 0% |
| 2017 | 5,900,528 | 5,621,983 | 278,545 | 262.8 | 0% |
| 2018 | 6,265,920 | 5,762,741 | 503,179 | 235.7 | 0% |
| 2019 | 6,319,991 | 5,874,145 | 445,846 | 255.2 | 0% |
| 2020 | 11,560,650 | 5,998,788 | 5,561,862 | 265.1 | 0% |
| 2021 | 10,256,252 | 6,070,264 | 4,185,988 | 277.7 | 0% |
| 2022 | 4,397,105 | 6,307,148 | −1,910,043 | 230.9 | 0% |
| 2023 | 8,135,445 | 6,294,342 | 1,841,103 | 253.6 | 0% |
In its most recent public year (2023), this organization brought in $1,841,103 more than it spent. Its reserves stood at about 253.6 months of spending, up from 218.4 in 2011. Staff pay was 0% of spending. $133,001,710 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Robertson Research Fund Inc's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works