STONY BROOK FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: STONY BROOK FOUNDATION INC (EIN 11-6077945)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-12
IRS object ID: 202501329349304030
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-12T13:56:38-05:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	991856619	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GRANT THORNTON ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	757 THIRD AVENUE 3RD FLOOR	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	100172013	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	116077945	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	STONY BROOK FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	STON	BusinessNameControlTxt
Phone	6316326536	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	270 ADMINISTRATION	AddressLine1Txt
City	STONY BROOK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11794	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KACY BULLARD	PersonNm
Person Title	CFO & COO	PersonTitleTxt
Phone	6316326536	PhoneNum
Signature	2025-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SCOTT THOMPSETT	PreparerPersonNm
PTIN	P00741490	PTIN
Phone	2125990100	PhoneNum

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JUSTIN FINCHER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	270 ADMINISTRATION	AddressLine1Txt
City	STONY BROOK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11794	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$798,569,920	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.STONYBROOK.EDU/FOUNDATION/	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1965	FormationYr
Legal Domicile State	NY	LegalDomicileStateCd
Activity Or Mission	TO ADVANCE THE TAX-EXEMPT MISSION OF SUNY STONY BROOK THROUGH FUNDRAISING EFFORTS.	ActivityOrMissionDesc
Voting Members Governing Body	23	VotingMembersGoverningBodyCnt
Voting Members Independent	21	VotingMembersIndependentCnt
Total Employee	9	TotalEmployeeCnt
Total Volunteers	21	TotalVolunteersCnt
Total Gross UBI	-$607,681	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$61,195,354	PYContributionsGrantsAmt
CY Contributions Grants	$387,922,822	CYContributionsGrantsAmt
PY Program Service Revenue	$1,897,113	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,382,376	CYProgramServiceRevenueAmt
PY Investment Income	$15,945,987	PYInvestmentIncomeAmt
CY Investment Income	$29,745,219	CYInvestmentIncomeAmt
PY Other Revenue	$436,092	PYOtherRevenueAmt
CY Other Revenue	$991,049	CYOtherRevenueAmt
PY Total Revenue	$79,474,546	PYTotalRevenueAmt
CY Total Revenue	$421,041,466	CYTotalRevenueAmt
PY Grants And Similar Paid	$24,993,707	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$29,371,750	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$12,920,916	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$16,007,597	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,564,036	CYTotalFundraisingExpenseAmt
PY Other Expenses	$26,562,983	PYOtherExpensesAmt
CY Other Expenses	$31,435,386	CYOtherExpensesAmt
PY Total Expenses	$64,477,606	PYTotalExpensesAmt
CY Total Expenses	$76,814,733	CYTotalExpensesAmt
PY Revenues Less Expenses	$14,996,940	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$344,226,733	CYRevenuesLessExpensesAmt
Total Assets BOY	$862,643,765	TotalAssetsBOYAmt
Total Assets EOY	$1,261,474,422	TotalAssetsEOYAmt
Total Liabilities BOY	$103,133,404	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$118,441,676	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$759,510,361	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,143,032,746	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE STONY BROOK FOUNDATION, INC. IS A NOT-FOR-PROFIT, "NO MEMBER" CORPORATION ESTABLISHED IN 1965. SBF EXISTS TO ADVANCE THE MISSION AND GOALS OF SUNY STONY BROOK BY FACILITATING, ACCEPTING AND MANAGING PHILANTHROPIC GIFTS. (CONTINUED ON SCHEDULE O).	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$20,249,516	ExpenseAmt
Grant	$9,180,642	GrantAmt
Revenue	$0	RevenueAmt
Desc	STONY BROOK FOUNDATION PROVIDED FUNDING TO SUPPORT VARIOUS SUNY STONY BROOK ACADEMIC PROGRAMS, CENTERS AND INSTITUTES IN ORDER TO NURTURE ACADEMIC ACHIEVEMENT AMONG SUNY STONY BROOK STUDENTS AND FACULTY BY PROVIDING FUNDS TO ATTRACT AND RETAIN EXCEPTIONAL FACULTY THROUGH THE USE OF ENDOWED CHAIRS AND ENDOWED PROFESSORSHIPS, AID IN CURRICULUM ENHANCEMENT AS WELL AS EQUIP CLASSROOMS AND LABORATORIES WITH THE LATEST TECHNOLOGY.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$13,869,114	ExpenseAmt
Grant	$7,986,342	GrantAmt
Revenue	$2,382,376	RevenueAmt
Desc	STONY BROOK FOUNDATION PROVIDED SUNY STONY BROOK FUNDS FOR VARIOUS INSTITUTIONAL SUPPORT, INCLUDING BUT NOT LIMITED TO: FUNDING CONSTRUCTION OF CUTTING-EDGE FACILITIES SUCH AS THE INDOOR TRAINING CENTER FOR ATHLETICS AS WELL AS SUBSTANTIAL RENOVATIONS OF THE CURRENT EXISTING STONY BROOK UNIVERSITY HOSPITAL, SUBSIDIZED FUNDING TO SUPPORT VARIOUS SUNY STONY BROOK STRATEGIC ACADEMIC INITIATIVES, AND STONY BROOK UNIVERSITY DEPARTMENTS SUCH AS MATHEMATICS, PHYSICS AND THE TURKANA BASIN INSTITUTE, AN ACADEMIC BASE FOR SCIENTIFIC RESEARCH AND TRAINING IN PALEONTOLOGY AND PALEOANTHROPOLOGY.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$8,704,420	ExpenseAmt
Grant	$8,346,126	GrantAmt
Revenue	$0	RevenueAmt
Desc	STONY BROOK FOUNDATION PROVIDED VARIOUS STUDENT FINANCIAL SUPPORT TO SUNY STONY BROOK AS WELL AS TO SUNY STONY BROOK'S STUDENTS TO ASSIST IN THEIR EFFORT OF DELIVERING A WORLD-CLASS EDUCATION AT A REMARKABLY AFFORDABLE PRICES AND TO KEEP RECRUITING THE BEST YOUNG MINDS AND FUTURE LEADERS FROM ACROSS THE SOCIOECONOMIC SPECTRUM. ENHANCED SUPPORT FOR FACULTY AND INCREASED ENGAGEMENT.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	GrantGrantAmt	RevenueRevenueAmt	DescDesc
$4,678,367	$1,819,562	$0	STONY BROOK FOUNDATION ALSO AIDS IN SUNY STONY BROOK'S FIRM COMMITMENT TO PROVIDING A DEDICATED EDUCATIONAL AND SOCIAL SUPPORT SYSTEM THAT ENABLES ALL THEIR STUDENTS TO THRIVE, BY PROVIDING FUNDING TO IMPROVE STUDENT, ADMINISTRATIVE AND PUBLIC SERVICES ACROSS SUNY STONY BROOK.
$4,573,166	$2,039,077	$0	STONY BROOK FOUNDATION PROVIDED SUPPORT TO SUNY STONY BROOK IN ITS EFFORTS TO MAINTAIN THEIR REPUTATION AS A PUBLIC RESEARCH UNIVERSITY THAT THRIVES ON THE FOREFRONT OF DISCOVERY. AS SUCH, STONY BROOK FOUNDATION PROVIDES FUNDING TO SUPPORT VARIOUS AREAS OF RESEARCH INCLUDING: CANCER RESEARCH (STONY BROOK CANCER CENTER), ENVIRONMENTAL AND SUSTAINABILITY RESEARCH (SHINNECOCK BAY RESTORATION PROGRAM), CHEMICAL BIOLOGY RESEARCH, COMMUNICATION SCIENCE RESEARCH, TICK BORNE DISEASE RESEARCH WITHIN THE LABORATORY FOR COMPARATIVE MEDICINE, AND MANY OTHER VARIOUS RESEARCH EFFORTS.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$9,251,533	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$3,858,639	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$52,074,583	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	Yes (1)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	Yes (1)	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	Yes (1)	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	575	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	9	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	23	GoverningBodyVotingMembersCnt
Independent Voting Member	21	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAVID SMITH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6316326536	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	270 ADMINISTRATION	AddressLine1Txt
City	STONY BROOK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11794	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
DR MAURIE MCINNIS - SBU PRES
EX-OFFICIO TRUSTEE (VOTING)	3.00	0.10	Yes (X)	$137,349	$0	$0
MR RICHARD L GELFOND
TRUSTEE, CHAIR	4.00	0.10	Yes (X)	$0	$0	$0	Yes (X)
MR DAVID E ACKER
TRUSTEE, VICE CHAIR	1.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
DR LAURIE LANDEAU
TRUSTEE, VICE CHAIR	1.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
DR JAMES H SIMONS
TRUSTEE, CHAIR EMERITUS (THRU 05/24)	1.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
MR CARY F STALLER
TRUSTEE, SECRETARY	1.00	1.00	Yes (X)	$0	$0	$0	Yes (X)
DR NANCY RAUCH DOUZINAS
TRUSTEE, TREASURER	1.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
DR ASHVIN B CHHABRA
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
MR ERROL A COCKFIELD
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
DR BARRY S COLLER
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
DR STEPHEN DELLA PIETRA
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
DR VINCENT DELLA PIETRA
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
MR GUY-MAX DELPHIN
TRUSTEE	0.50	0.10	Yes (X)	$0	$0	$0
MR BARRY M FOX ESQ
TRUSTEE	0.50	0.10	Yes (X)	$0	$0	$0
MR STUART D GOLDSTEIN
TRUSTEE	0.50	0.10	Yes (X)	$0	$0	$0
MR WILLIAM L KNAPP
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
DR HENRY B LAUFER
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
MS DOROTHY LICHTENSTEIN
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
DR NIRMAL MATTOO
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
MR RICHARD T NASTI ESQ
TRUSTEE	0.50	0.10	Yes (X)	$0	$0	$0
MR BERNARDO PIQET
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
MS CAROLINE RITTER
TRUSTEE	0.50	0.10	Yes (X)	$0	$0	$0
MR RUSSELL SHEPARD
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
MRS SUSAN STEINHARDT ESQ
TRUSTEE	0.50	0.00	Yes (X)	$0	$0	$0
MR DAVID MARCUS
CIO	37.50	0.00		$548,352	$0	$219,341	Yes (X)
KACY BULLARD
CFO & COO	37.50	1.00		$241,003	$0	$96,401	Yes (X)
JUSTIN FINCHER
EXECUTIVE DIRECTOR	37.50	0.00		$48,925	$0	$0	Yes (X)
DANIELLLE HOLTON
AVP, SBCH	37.50	0.00		$286,959	$0	$114,784		Yes (X)
DEBORAH LOWEN-KLEIN
SENIOR ASSOCIATE VP, ADVANCEMENT	37.50	0.00		$259,677	$0	$103,871		Yes (X)
CAROL GOMES
CEO, COO OF SBUH	1.00	0.00		$333,752	$0	$0		Yes (X)
TARA STENZEL-FLEMING
AVP, PRINCIPAL GIFTS & SFI	37.50	0.00		$217,143	$0	$86,857		Yes (X)
KATHLEEN LE VINESS
DIRECTOR OF DATA SERVICES	37.50	0.00		$168,706	$0	$67,482		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,241,866	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$688,736	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	22	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (1)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
INVESTMENT MANAGER CO SBF
270 ADMINISTRATION	STONY BROOK	NY	11794	INVESTMENT MGMT	$769,572
INVESTMENT MANAGER CO SBF
270 ADMINISTRATION	STONY BROOK	NY	11794	INVESTMENT MGMT	$591,952
INVESTMENT MANAGER CO SBF
270 ADMINISTRATION	STONY BROOK	NY	11794	INVESTMENT MGMT	$566,668
INVESTMENT MANAGER CO SBF
270 ADMINISTRATION	STONY BROOK	NY	11794	INVESTMENT MGMT	$451,701
INVESTMENT MANAGER CO SBF
270 ADMINISTRATION	STONY BROOK	NY	11794	INVESTMENT MGMT	$410,370

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	22	CntrctRcvdGreaterThan100KCnt
Fundraising	$2,395,984	FundraisingAmt
All Other Contributions	$385,526,838	AllOtherContributionsAmt
Noncash Contributions	$3,984,001	NoncashContributionsAmt
Total Contributions	$387,922,822	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CONTRACTUAL AGENCY FEE	Desc
Business	711300	BusinessCd
Total Revenue Column	$2,382,376	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,382,376	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,382,376	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,333,514	TotalRevenueColumnAmt
Unrelated Business Revenue	-$607,681	UnrelatedBusinessRevenueAmt
Exclusion	$7,941,195	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$446,601	TotalRevenueColumnAmt
Exclusion	$446,601	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$81,697	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$81,697	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$81,697	TotalRevenueColumnAmt
Exclusion	$81,697	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$398,904,625	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$376,492,920	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$22,411,705	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,411,705	TotalRevenueColumnAmt
Exclusion	$22,411,705	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$331,537	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,395,984	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$998,640	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$667,103	TotalRevenueColumnAmt
Exclusion	-$667,103	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$20,051	GamingGrossIncomeAmt
Gaming Direct Expenses	$18,129	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,922	TotalRevenueColumnAmt
Exclusion	$1,922	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$20,220	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$18,765	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,455	TotalRevenueColumnAmt
Exclusion	$1,455	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACTED SERVICES	900099	$1,037,926	$1,037,926
PKH MUSEUM ADMISSIONS	900099	$73,840		$73,840
MISCELLANEOUS REVENUE	900099	$14,711	$14,711

Field	Value	IRS element (for citing)
Other Revenue Total	$1,126,477	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$421,041,466	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,456,216	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$607,681	UnrelatedBusinessRevenueAmt
Exclusion	$31,270,109	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$16,284,677	TotalAmt
Program Services	$16,284,677	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$10,416,985	TotalAmt
Program Services	$10,416,985	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,670,088	TotalAmt
Program Services	$2,670,088	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,481,446	TotalAmt
Program Services	$717,416	ProgramServicesAmt
Management And General	$370,681	ManagementAndGeneralAmt
Fundraising	$393,349	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$10,428,446	TotalAmt
Program Services	$5,050,154	ProgramServicesAmt
Management And General	$2,609,365	ManagementAndGeneralAmt
Fundraising	$2,768,927	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$3,928,393	TotalAmt
Program Services	$1,463,272	ProgramServicesAmt
Management And General	$1,192,832	ManagementAndGeneralAmt
Fundraising	$1,272,289	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$169,312	TotalAmt
Program Services	$169,312	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$4,849,864	TotalAmt
Program Services	$4,849,864	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$53,097	TotalAmt
Program Services	$17,033	ProgramServicesAmt
Management And General	$36,064	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$162,458	TotalAmt
Management And General	$162,458	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$110,217	TotalAmt
Program Services	$110,117	ProgramServicesAmt
Management And General	$100	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$11,749,112	TotalAmt
Management And General	$11,749,112	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,668,032	TotalAmt
Management And General	$247,477	ManagementAndGeneralAmt
Fundraising	$1,420,555	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$759,181	TotalAmt
Program Services	$745,932	ProgramServicesAmt
Fundraising	$13,249	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,477,012	TotalAmt
Program Services	$1,251,672	ProgramServicesAmt
Management And General	$32,717	ManagementAndGeneralAmt
Fundraising	$192,623	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,267,472	TotalAmt
Program Services	$589,034	ProgramServicesAmt
Management And General	$104,581	ManagementAndGeneralAmt
Fundraising	$573,857	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,105,148	TotalAmt
Program Services	$880,097	ProgramServicesAmt
Management And General	$152,025	ManagementAndGeneralAmt
Fundraising	$73,026	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,561,492	TotalAmt
Program Services	$2,412,117	ProgramServicesAmt
Management And General	$14,078	ManagementAndGeneralAmt
Fundraising	$135,297	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,705,113	TotalAmt
Program Services	$2,378,206	ProgramServicesAmt
Management And General	$8,721	ManagementAndGeneralAmt
Fundraising	$318,186	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$240,541	TotalAmt
Program Services	$228,514	ProgramServicesAmt
Management And General	$12,027	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$211,708	TotalAmt
Program Services	$98,157	ProgramServicesAmt
Management And General	$113,536	ManagementAndGeneralAmt
Fundraising	$15	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
REPAIRS & MAINTENANCE	$888,212	$837,405	$39,673	$11,134
PAYROLL SERVICE FEES	$755,864	$343,061	$200,298	$212,505
HONORARIUMS	$208,709	$208,709
MEMBERSHIP DUES	$95,248	$79,587	$2,424	$13,237

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$566,906	TotalAmt
Program Services	$273,174	ProgramServicesAmt
Management And General	$127,945	ManagementAndGeneralAmt
Fundraising	$165,787	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$76,814,733	TotalAmt
Program Services	$52,074,583	ProgramServicesAmt
Management And General	$17,176,114	ManagementAndGeneralAmt
Fundraising	$7,564,036	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$66,240,071	BOYAmt
EOY	$62,136,382	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$54,097,599	BOYAmt
EOY	$55,937,857	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$135,058,298	BOYAmt
EOY	$375,437,653	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$387,117	BOYAmt
EOY	$408,547	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$68,434	BOYAmt
EOY	$68,434	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$19,295	BOYAmt
EOY	$22,808	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$316,519	BOYAmt
EOY	$558,522	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$15,503,142	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$4,756,954	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$10,955,113	BOYAmt
EOY	$10,746,188	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$156,648,684	BOYAmt
EOY	$251,477,569	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$434,849,297	BOYAmt
EOY	$501,191,224	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$2,762,047	BOYAmt
EOY	$2,750,000	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,241,291	BOYAmt
EOY	$739,238	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$862,643,765	BOYAmt
EOY	$1,261,474,422	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$9,237,279	BOYAmt
EOY	$8,599,872	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$105,114	BOYAmt
EOY	$131,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$92,195,567	BOYAmt
EOY	$108,667,348	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,595,444	BOYAmt
EOY	$1,043,456	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$103,133,404	BOYAmt
EOY	$118,441,676	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$64,216,023	BOYAmt
EOY	$75,897,923	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$695,294,338	BOYAmt
EOY	$1,067,134,823	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$759,510,361	BOYAmt
EOY	$1,143,032,746	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$862,643,765	BOYAmt
EOY	$1,261,474,422	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$344,226,733	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$39,295,652	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$54,558,793	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$95,728,137	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$116,237,582	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$61,195,354	CurrentTaxYearMinus1YearAmt
Current Tax Year	$387,922,822	CurrentTaxYearAmt
Total	$715,642,688	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$54,558,793	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$95,728,137	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$116,237,582	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$61,195,354	CurrentTaxYearMinus1YearAmt
Current Tax Year	$387,922,822	CurrentTaxYearAmt
Total	$715,642,688	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$415,241,129	SubstantialContributorsTotAmt
Public Support Total170	$300,401,559	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,749,850	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$761,711	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$473,264	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,581,288	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,469,493	CurrentTaxYearAmt
Total	$17,035,606	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$181,658	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$53,733	CurrentTaxYearMinus2YearsAmt
Total	$235,391	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,279,720	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$939,755	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,654,071	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,650,121	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,424,445	CurrentTaxYearAmt
Total	$6,948,112	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$739,861,797	TotalSupportAmt
Gross Receipts Rltd Activities	$9,270,284	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.40600	PublicSupportCY170Pct
Public Support PY170	0.57080	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	FormAndLineReferenceDesc
Explanation	GROSS INCOME FROM FUNDRAISING - 2019 AMOUNT: $ 148,146. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 471,275. 2022 AMOUNT: $ 374,445. 2023 AMOUNT: $ 331,537. GROSS INCOME FROM GAMING - 2019 AMOUNT: $ 29,705. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 21,964. 2022 AMOUNT: $ 21,964. 2023 AMOUNT: $ 20,051. GROSS SALES OF INVENTORY - 2019 AMOUNT: $ 18,169. 2020 AMOUNT: $ 12,887. 2021 AMOUNT: $ 21,340. 2022 AMOUNT: $ 13,266. 2023 AMOUNT: $ 20,220. MISCELLANEOUS - 2019 AMOUNT: $ 321,107. 2020 AMOUNT: $ 28,012. 2021 AMOUNT: $ 2,898. 2022 AMOUNT: $ 9,718. 2023 AMOUNT: $ 14,711. CONTRACTED SERVICES - 2019 AMOUNT: $ 762,593. 2020 AMOUNT: $ 898,856. 2021 AMOUNT: $ 1,136,594. 2022 AMOUNT: $ 1,230,728. 2023 AMOUNT: $ 1,037,926.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$110,117	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$110,117	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$76,704,616	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$76,814,733	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$0	FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$83,700	CurrentYearMinus3Amt
Current Year Minus2	$75,000	CurrentYearMinus2Amt
Current Year Minus1	$43,950	CurrentYearMinus1Amt
Current Year	$110,117	CurrentYearAmt
Total	$312,767	TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$250,000	CurrentYearMinus3Amt
Current Year Minus2	$250,000	CurrentYearMinus2Amt
Current Year Minus1	$250,000	CurrentYearMinus1Amt
Current Year	$250,000	CurrentYearAmt
Total	$1,000,000	TotalAmt

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-A, LINE 1(B)	FormAndLineReferenceDesc
Explanation	THE FOUNDATION DOES NOT ENGAGE IN ANY DIRECT LOBBYING ACTIVITY ITSELF; THE FOUNDATION HIRES AN OUTSIDE LOBBYING CONSULTANT TO ADVOCATE ON BEHALF OF EDUCATIONAL AND BUDGET ISSUES IMPACTING STONY BROOK UNIVERSITY.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$6,979,027	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (1)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$392,138,786	BeginningYearBalanceAmt
Contributions	$366,464,207	ContributionsAmt
Investment Earnings Or Losses	$39,231,076	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,355,186	OtherExpendituresAmt
Administrative Expenses	$2,319,526	AdministrativeExpensesAmt
End Year Balance	$786,159,357	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$370,323,490	BeginningYearBalanceAmt
Contributions	$21,210,376	ContributionsAmt
Investment Earnings Or Losses	$15,752,094	InvestmentEarningsOrLossesAmt
Other Expenditures	$12,709,072	OtherExpendituresAmt
Administrative Expenses	$2,438,102	AdministrativeExpensesAmt
End Year Balance	$392,138,786	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$366,699,386	BeginningYearBalanceAmt
Contributions	$24,419,420	ContributionsAmt
Investment Earnings Or Losses	-$10,171,718	InvestmentEarningsOrLossesAmt
Other Expenditures	$8,389,238	OtherExpendituresAmt
Administrative Expenses	$2,234,360	AdministrativeExpensesAmt
End Year Balance	$370,323,490	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$279,331,275	BeginningYearBalanceAmt
Contributions	$27,463,817	ContributionsAmt
Investment Earnings Or Losses	$69,845,141	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,998,445	OtherExpendituresAmt
Administrative Expenses	$1,942,402	AdministrativeExpensesAmt
End Year Balance	$366,699,386	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$265,806,703	BeginningYearBalanceAmt
Contributions	$21,065,306	ContributionsAmt
Investment Earnings Or Losses	$3,751,752	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,656,291	OtherExpendituresAmt
Administrative Expenses	$1,636,195	AdministrativeExpensesAmt
End Year Balance	$279,331,275	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.05126	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.77036	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.17838	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,064,254	OtherCostOrOtherBasisAmt
Book Value	$1,064,254	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,804,608	OtherCostOrOtherBasisAmt
Depreciation	$4,158,500	DepreciationAmt
Book Value	$2,646,108	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$390,090	OtherCostOrOtherBasisAmt
Depreciation	$390,090	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$265,163	OtherCostOrOtherBasisAmt
Depreciation	$208,364	DepreciationAmt
Book Value	$56,799	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,979,027	OtherCostOrOtherBasisAmt
Book Value	$6,979,027	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$10,746,188	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PRIVATE EQUITY FUNDS	$177,717,492	F
US EQUITY FUNDS	$162,682,676	F
MULTI-STRATEGY FUNDS	$106,068,720	F
GLOBAL EQUITY FUNDS	$52,875,320	F
INVESTMENT REDEMPTIONS	$1,190,812	F
DIVERSIFIED FIXED-INCOME FUNDS	$656,204	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$501,191,224	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
ANNUITIES PAYABLE	$304,218
OPERATING LEASE LIABILITY	$739,238

Field	Value	IRS element (for citing)
Total Liability	$1,043,456	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 4:	ORGANIZATIONS COLLECTIONS OF ART, HISTORICAL TREASURES OR OTHER ASSETS THE FOUNDATION OWNS THE POLLOCK-KRASNER HOUSE AND STUDY CENTER. THE CENTER OPERATES AS A MUSEUM AND LIBRARY. THE EXTENSIVE RESEARCH COLLECTIONS DEVELOPED AT THE CENTER ATTRACT SCHOLARS, STUDENTS AND RESEARCHERS FROM AROUND THE WORLD. THE UNITED STATES DEPARTMENT OF THE INTERIOR HAS DESIGNATED IT AS A NATIONAL HISTORIC LANDMARK. THE FOUNDATION ALSO OWNS VARIOUS BOOKS, PHOTOGRAPHS, JOURNAL COLLECTIONS, AND FINE ARTS USED TO FURTHER THE MISSION OF SUNY STONY BROOK BY NURTURING ACADEMIC INSTRUCTION, RESEARCH, LIBRARY AND PUBLIC SERVICE.
PART IV, LINE 2B:	ESCROW AND CUSTODIAL ARRANGEMENTS THE FOUNDATION HOLDS FUNDS AS A TRUSTEE/DISBURSING AGENT FOR AUXILIARY AGENCIES OF STONY BROOK UNIVERSITY, WHICH AMOUNTED TO $108,667,348 AS OF JUNE 30, 2023. THE FOUNDATION CHARGES FEES TO THESE AGENCIES FOR ADMINISTRATIVE COSTS, WHICH AMOUNTED TO $2,382,376 FOR FISCAL YEAR 2023, WHICH IS INCLUDED AS PROGRAMMATIC REVENUE ON FORM 990, PART VIII, LINE 2(A).
PART V, LINE 4:	ENDOWMENT FUNDS THE FOUNDATION'S ENDOWMENT IS INTENDED TO SUBSIDIZE ITS CHARITABLE MISSION OF SUPPORTING STONY BROOK UNIVERSITY'S EDUCATIONAL PROGRAMS. ALTHOUGH THE FOUNDATION'S ADOPTED POLICIES ALLOW FOR THE APPROPRIATION FOR EXPENDITURE OF THE PRINCIPAL OF ENDOWMENT FUNDS IN CERTAIN CASES WHERE DOING SO IS DEEMED PRUDENT, THE FOUNDATION GENERALLY LEAVES THE ENDOWMENT ASSETS UNTOUCHED, WHILE USING INVESTMENT INCOME TO FUND VARIOUS CHARITABLE PROGRAMS AND INITIATIVES.
PART X, LINE 2:	THE FOUNDATION AND SBFR FOLLOW GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE FOUNDATION AND SBFR ARE EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3), THOUGH BOTH ARE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. BOTH THE FOUNDATION AND SFBR HAVE PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF THEIR RESPECTIVE TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FOUNDATION AND SBFR HAVE DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
SUB-SAHARAN AFRICA	GRANTMAKING	$2,670,088
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$253,310,318
NORTH AMERICA	INVESTMENTS	$1,680,022
SUB-SAHARAN AFRICA	INVESTMENTS	$2,750,000	PROGRAM RELATED LOAN

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$260,410,428	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$260,410,428	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Non Cash AssistanceNonCashAssistanceAmt
SUB-SAHARAN AFRICA	GENERAL SUPPORT	$38,489	CHECK	$0
SUB-SAHARAN AFRICA	GENERAL SUPPORT	$2,631,599	CHECK	$0

Field	Value	IRS element (for citing)
Total501c3 Org	2	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (1)	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (1)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (1)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (1)	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 2:

ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS OUTSIDE U.S. THE FOUNDATION MAKES GRANTS OUTSIDE OF THE U.S. ONLY TO ORGANIZATIONS AFFILIATED WITH STONY BROOK UNIVERSITY. IN THE CASE OF A GRANT FROM FUNDS OF THE FOUNDATION DESIGNATED FOR A PARTICULAR PURPOSE, THE DESIGNATED ACCOUNT MANAGER SUBMITS A REQUISITION FOR THE GRANT, TOGETHER WITH SUPPORTING DOCUMENTATION, TO THE FOUNDATION'S PROCUREMENT DEPARTMENT. A DETAILED JUSTIFICATION FOR THE GRANT IS REQUIRED, INCLUDING THE PURPOSE OF THE GRANT. THE GRANT REQUEST IS REVIEWED, INCLUDING FOR COMPLIANCE WITH THE TERMS OF INSTRUMENT DESIGNATING THE FUNDS FOR A PARTICULAR PURPOSE, AND APPROVED. IN THE CASE OF A REQUEST FOR MORE THAN $5,000, REVIEW, APPROVAL AND MANUAL CHECK SIGNATURE BY THE FOUNDATION'S BUSINESS OFFICE IS REQUIRED. IN THE CASE OF GRANTS FROM THE FOUNDATION'S UNRESTRICTED FUNDS, A GRANTEE SUBMITS A REQUEST, TOGETHER WITH SUPPORTING DOCUMENTATION. A DETAILED JUSTIFICATION FOR THE GRANT IS REQUIRED, INCLUDING THE PURPOSE OF THE GRANT. THE BUDGET COMMITTEE, TOGETHER WITH THE FOUNDATION'S EXECUTIVE DIRECTOR, REVIEWS AND APPROVES GRANT REQUEST FROM THE FOUNDATION'S UNRESTRICTED FUNDS. IN ALL CASES, AT THE END OF THE GRANT TERM, A FINAL REPORT REGARDING THE USE OF THE GRANT FUNDS IS SUBMITTED BY THE GRANTEE TO THE FOUNDATION.

PART IV:

FOREIGN FORMS STONY BROOK FOUNDATION, INC. INVESTS DIRECTLY IN VARIOUS ALTERNATIVE INVESTMENTS THAT MAY BE ORGANIZED AS EITHER FOREIGN CORPORATIONS OR FOREIGN PARTNERSHIPS; IT, LIKEWISE, INVESTS IN DOMESTIC LIMITED PARTNERSHIPS THAT MAY, IN TURN, INVEST IN FOREIGN CORPORATIONS OR PARTNERSHIPS. NEVERTHELESS, THE FOUNDATION'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR THE FILING OF FORMS 926, 5471, 8621, OR 8865. TO THE EXTENT THAT THE FOUNDATION IS REQUIRED TO COMPLETE ONE (OR MORE) OF THESE FOREIGN FORMS, IT IS FILED WITH THE FOUNDATION'S FORM 990-T FILING.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SB GALA 2023	Event1Nm
Gross Receipts Event1	$1,841,900	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,769,480	CharitableContriEvent1Amt
Gross Revenue Event1	$72,420	GrossRevenueEvent1Amt
Food And Beverage Event1	$233,175	FoodAndBeverageEvent1Amt
Entertainment Event1	$311	EntertainmentEvent1Amt
Other Direct Expenses Event1	$105,887	OtherDirectExpensesEvent1Amt
Event2	STALLER CENTER BENEFIT	Event2Nm
Gross Receipts Event2	$224,630	GrossReceiptsEvent2Amt
Charitable Contri Event2	$175,323	CharitableContriEvent2Amt
Gross Revenue Event2	$49,307	GrossRevenueEvent2Amt
Entertainment Event2	$42,775	EntertainmentEvent2Amt
Other Direct Expenses Event2	$15,975	OtherDirectExpensesEvent2Amt
Other Events Total	9	OtherEventsTotalCnt
Gross Receipts Other Events	$660,991	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$451,181	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$209,810	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$2,226	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$158,178	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$194,965	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$245,148	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$2,727,521	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,395,984	CharitableContributionsTotAmt
Gross Revenue Total Events	$331,537	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$2,226	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$391,353	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$238,051	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$367,010	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$998,640	DirectExpenseSummaryEventsAmt
Net Income Summary	-$667,103	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$20,051	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$1,238	CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming	$15,279	NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming	$1,612	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	0	VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming	$20,051	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$1,238	CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming	$15,279	NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming	$1,612	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$18,129	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$1,922	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	NY	StatesWhereGamingConductedCd
Licensed	Yes (1)	LicensedInd
License Suspended Etc	0	LicenseSuspendedEtcInd
Gaming With Nonmembers	0	GamingWithNonmembersInd
Member Of Other Entity	0	MemberOfOtherEntityInd
Gaming Own Facility	1.00000	GamingOwnFacilityPct
Individual With Books	DAVID SMITH	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	270 ADMINISTRATION	AddressLine1Txt
City	STONY BROOK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	117941198	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	0	CntrctWith3rdPrtyForGameRevInd
Gaming Manager Person	JONATHON SPIER	GamingManagerPersonNm
Gaming Manager Services Prov	MEMBER IN CHARGE	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	0	CharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE G, PART II, EVENT #1:	THE STONY BROOK FOUNDATION HELD ITS ANNUAL GALA IN NEW YORK CITY IN APRIL OF 2024. THE $233,175 IN EXPENSES REPORTED FOR FOOD AND BEVERAGE ALSO INCLUDES THE SITE/RENTAL FEE PAID TO THE RESTAURANT THAT HELD THE EVENT.
GAMING MANAGER INFORMATION:	SCHEDULE G, PART III, LINE 16 THE INDIVIDUAL IN CHARGE OF OVERSEEING THE FOUNDATION'S FUNDRAISING GAMING ACTIVITIES IS NOT COMPENSATED FOR THAT JOB RESPONSIBILITY; HE UNDERTAKES THE ROLE AS PART OF HIS ORDINARY BUSINESS ENDEAVOR.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
RESEARCH FOUNDATION - STONY BROOK UNIVERSITY
S5422 FRANK MELVILLE JR MEMORIAL	LIBRARY STONY BROOK UNIVERSITY	STONY BROOK	NY	11794	141368361	501(C)(3)	$2,715,662	$0	RESEARCH AWARDS & EDUCATIONAL SUPPORT
FACULTY STUDENT ASSOCIATION
W SIDE DINNING FL 2		STONY BROOK	NY	11794	111986378	501(C)(3)	$61,277	$0	EDUCATIONAL SUPPORT
STONY BROOK UNIVERSITY OFFICE
261 ADMINISTRATION BLDG STONY BROOK	UNIVERSITY	STONY BROOK	NY	11794	146013200	115	$13,394,203	$0	EDUCATIONAL SUPPORT
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN RD		COLD SPRING HARBOR	NY	11724	112013303	501(C)(3)	$13,548	$0	SIMONS STEM SCHOLAR PROGRAM
STONYBROOK UNIVERSITY (UNDERGRAD STUDENT GOVT)
261 ADMINISTRATION BLDG STONY BROOK	UNIVERSITY	STONY BROOK	NY	11794	146013200	115	$25,972	$0	EDUCATIONAL SUPPORT
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION
58 EDGEWOOD AVENUE NE		ATLANTA	GA	30302	581845423	501(C)(3)	$30,000	$0	RESEARCH

Field	Value	IRS element (for citing)
Total501c3 Org	6	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
PARTICIPANT SUPPORT/FELLOWSHIPS	201	$701,334
ACADEMIC PRIZES AND AWARDS	501	$600,890
STUDENT AID	277	$511,930
SCHOLARSHIPS	1629	$7,377,143
FELLOWSHIPS	156	$1,225,687

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS IN U.S. WHEN THE FOUNDATION ISSUES GRANTS FROM FUNDS WITH A PURPOSE RESTRICTION, THE DESIGNATED ACCOUNT MANAGER SUBMITS A REQUISITION FOR THE GRANT, TOGETHER WITH SUPPORTING DOCUMENTATION, TO THE FOUNDATION'S PROCUREMENT DEPARTMENT. A DETAILED JUSTIFICATION FOR THE GRANT IS REQUIRED, INCLUDING THE PURPOSE OF THE GRANT. THE GRANT REQUEST IS REVIEWED, INCLUDING FOR COMPLIANCE WITH THE TERMS OF INSTRUMENT DESIGNATING THE FUNDS FOR A PARTICULAR PURPOSE, AND APPROVED. WHEN THE FOUNDATION ISSUES A GRANT FOR MORE THAN $5,000, REVIEW, APPROVAL AND MANUAL CHECK SIGNATURE BY THE FOUNDATION'S BUSINESS OFFICE IS REQUIRED. WHEN THE FOUNDATION ISSUES A GRANT FROM UNRESTRICTED FUNDS, A GRANTEE SUBMITS A REQUEST, TOGETHER WITH SUPPORTING DOCUMENTATION. A DETAILED JUSTIFICATION FOR THE GRANT OR DIRECT PAYMENT, AS APPLICABLE, IS REQUIRED INCLUDING THE PURPOSE OF THE GRANT OR DIRECT PAYMENT, AS APPLICABLE. THE BUDGET COMMITTEE, TOGETHER WITH THE FOUNDATION'S EXECUTIVE DIRECTOR, REVIEWS AND APPROVES REQUESTS FROM THE FOUNDATION'S UNRESTRICTED FUNDS. DEPENDING ON THE TYPE OF GRANT AND THE GRANT RECIPIENT, AT THE END OF THE GRANT TERM, A FINAL REPORT REGARDING THE USE OF THE GRANT FUNDS IS SUBMITTED BY THE GRANTEE TO THE FOUNDATION. IN LIEU OF MAKING GRANT PAYMENTS, THE FOUNDATION MAY PAY EXPENSES DIRECTLY ON BEHALF OF A GRANTEE. FOR THE ACADEMIC PRIZES AND AWARDS, THE FUNDS ARE DISTRIBUTED INCREMENTALLY, AND THE INCREMENTS SHALL BE BASED ON BUSINESS PLAN MILESTONES AND/OR OTHER BENCHMARKS IDENTIFIED BY THE COMMITTEE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	0	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	0	SubstantiationRequiredInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (1)	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MR DAVID MARCUS
CIO	$548,352	$0	$0	$0	$0	$0	$0	$0	$219,341	$0	$767,693	$0	$0	$0
DANIELLLE HOLTON
AVP, SBCH	$286,959	$0	$0	$0	$0	$0	$0	$0	$114,784	$0	$401,743	$0	$0	$0
DEBORAH LOWEN-KLEIN
SENIOR ASSOCIATE VP, ADVANCEMENT	$259,677	$0	$0	$0	$0	$0	$0	$0	$103,871	$0	$363,548	$0	$0	$0
KACY BULLARD
CFO & COO	$241,003	$0	$0	$0	$0	$0	$0	$0	$96,401	$0	$337,404	$0	$0	$0
CAROL GOMES
CEO, COO OF SBUH	$136,298	$0	$197,454	$0	$0	$0	$0	$0	$0	$0	$333,752	$0	$0	$0
TARA STENZEL-FLEMING
AVP, PRINCIPAL GIFTS & SFI	$217,143	$0	$0	$0	$0	$0	$0	$0	$86,857	$0	$304,000	$0	$0	$0
KATHLEEN LE VINESS
DIRECTOR OF DATA SERVICES	$168,706	$0	$0	$0	$0	$0	$0	$0	$67,482	$0	$236,188	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 1A	HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE STONY BROOK UNIVERSITY'S DIRECTOR OF THE SIMONS CENTER FOR GEOMETRY & PHYSICS RESIDES AT A STONY BROOK FOUNDATION PROPERTY RENT & EXPENSE FREE. THE FAIR MARKET VALUE OF RESIDING AT THE PROPERTY IS INCLUDED IN TAXABLE INCOME ON HIS SBF FORM W-2. THE DIRECTOR OF THE SIMONS CENTER FOR GEOMETRY NO LONGER MEETS THE REQUIREMENT FOR DISCLOSURE ON THE FOUNDATION'S FORM 990; NEVERTHELESS, THE FOUNDATION IS RETAINING THIS DISCLOSURE IN THE INTERESTS OF TRANSPARENCY.
PART I, LINE 3	METHOD OF ESTABLISHING COMPENSATION OF THE CEO/OFFICERS STONY BROOK FOUNDATION'S OFFICERS ARE STATE UNIVERSITY EMPLOYEES, AND AS SUCH, THE STATE (AN UNRELATED GOVERNMENT ENTITY) DETERMINES APPROPRIATE COMPENSATION FOR THE OFFICERS AND REQUESTS THAT THE FOUNDATION AGREE TO BEAR A PORTION OF THE COMPENSATION. THE FOUNDATION'S BOARD RELIES ON THE STATE'S DETERMINATION OF APPROPRIATE OVERALL COMPENSATION FOR THE OFFICERS AND DETERMINES WHETHER TO APPROVE PAYMENT OF A PORTION OF THE COMPENSATION BY THE FOUNDATION. ACCORDINGLY, SINCE THE FOUNDATION DOES NOT ESTABLISH THE OFFICER'S COMPENSATION, FORM 990, SCHEDULE J, QUESTION 3 IS LEFT BLANK.
PART I, LINE 7	AS NOTED IN THE ABOVE SCHEDULE J NARRATIVE, THE STONY BROOK FOUNDATION SUPPLEMENTS WAGES PAID [BY THE STATE] TO TWO INDIVIDUALS REPORTED ON THE FOUNDATION FORM 990: DR. MAURIE MCINNIS AND CAROL GOMES. AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II) REPRESENT A BONUS PAID BY THE FOUNDATION AND AUTHORIZED BY THE STATE OF NEW YORK FOR MEETING CERTAIN OBJECTIVE PERFORMANCE-BASED BENCHMARKS.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
DR JAMES SIMONS
BOARD MEMBER	$28,761,206	INVESTMENTS HELD	0
DR JAMES SIMONS
BOARD MEMBER	$1,243,206	INV FEES	0
HENRY LAUFER
BOARD MEMBER	$28,761,206	INVESTMENTS HELD	0
HENRY LAUFER
BOARD MEMBER	$1,243,206	INV FEES	0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE L, PART IV	FormAndLineReferenceDesc
Explanation	BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONSTHE FOUNDATION HOLDS INVESTMENTS WITH AN INVESTMENT FIRM WHERE BOARD OF TRUSTEES MEMBERS, DR. JAMES SIMONS AND HENRY B. LAUFER HAVE AN OWNERSHIP INTEREST AND WHERE THEY BOTH SIT ON THE BOARD OF DIRECTORS. IN ADDITION, BOTH DR. SIMONS AND HENRY LAUFER ARE DESIGNATED AS SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION. THE VALUE OF THE FOUNDATION'S HOLDINGS WITH THE FIRM IS $28,761,206; FOR THE YEAR ENDING JUNE 30, 2024, THE FOUNDATION PAID THE INVESTMENT FIRM $1,243,206 IN INVESTMENT MANAGEMENT FEES.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	17	ContributionCnt
Noncash Contributions Rpt F990	$3,984,001	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (1)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 32B:	FormAndLineReferenceDesc
Explanation	THIRD PARTY ASSISTANCE OF NONCASH CONTRIBUTIONS TO THE EXTENT THE FOUNDATION RECEIVES DONATIONS OF SECURITIES, IT EMPLOYS ITS OWN INVESTMENT BROKER TO LIQUIDATE THOSE SECURITIES INTO CASH FOR USE IN CARRYING OUT ITS CHARITABLE MISSION. OCCASIONALLY, THE FOUNDATION RECEIVES UNIQUE NON-CASH DONATIONS (E.G. OF BOATS, ETC); IN THOSE INSTANCES, THE FOUNDATION USES A THIRD PARTY VENDOR TO DISPOSE OF THE ASSETS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 15:	AMOUNTS REPORTED ON LINE 15 SALARIES, OTHER COMPENSATION, AND EMPLOYEE BENEFITS ARE COMPRISED OF SUPPORT FOR CAMPUS PROGRAMS, ADMINISTRATIVE OFFICES AND FUNDRAISING OFFICES. FOR FISCAL YEAR 2024, THE TOTAL SUPPORT OF $16,007,597 INCLUDES $7,400,154 RELATED TO CAMPUS PROGRAMS, $4,172,878 RELATED TO ADMINISTRATIVE OFFICES AND $4,434,565 RELATED TO FUNDRAISING OFFICES.
FORM 990, PART III, LINE 1:	ORGANIZATION'S MISSION CONTINUED THE PURPOSES OF THE FOUNDATION ARE AS FOLLOWS: A. TO ASSIST IN DEVELOPING AND INCREASING THE RESOURCES OF THE STATE UNIVERSITY OF NEW YORK AT STONY BROOK ("STONY BROOK UNIVERSITY") IN ORDER TO PROVIDE MORE EXTENSIVE EDUCATIONAL OPPORTUNITIES AND SERVICES BY MAKING AND ENCOURAGING GIFTS, GRANTS, CONTRIBUTIONS AND DONATIONS OF REAL AND PERSONAL PROPERTY TO OR FOR THE BENEFIT OF STONY BROOK UNIVERSITY. B. TO RECEIVE, HOLD, ADMINISTER AND DISPOSE OF GIFTS AND GRANTS, AND TO ACT WITHOUT PROFIT AS TRUSTEE OF EDUCATIONAL OR CHARITABLE TRUSTS OF BENEFIT TO AND IN KEEPING WITH THE EDUCATIONAL PURPOSES AND OBJECTIVES OF STONY BROOK UNIVERSITY. C. TO FINANCE THE CONDUCT OF STUDIES AND RESEARCH OF ANY AND ALL FIELDS OF INTELLECTUAL INQUIRY OF BENEFIT TO AND IN KEEPING WITH THE EDUCATIONAL PURPOSES AND OBJECTIVES OF STONY BROOK UNIVERSITY AND/OR ITS CONSTITUENT SCHOOLS, AND TO ENTER INTO CONTRACTUAL RELATIONSHIPS APPROPRIATE TO THE PURPOSES OF THE FOUNDATION. D. TO GRANT AND/OR ADMINISTER SCHOLARSHIPS AND FELLOWSHIPS AND TO ENGAGE IN EXPERIMENTAL EDUCATION ACTIVITIES AND RESEARCH PROJECTS.
FORM 990, PART VI, SECTION A, LINE 1A	DELEGATION OF AUTHORITY THE FOLLOWING COMMITTEES OF THE FOUNDATION'S BOARD OF TRUSTEES HAVE BEEN DELEGATED AUTHORITY BY THE BOARD OF TRUSTEES. THE FOUNDATION'S EXECUTIVE COMMITTEE HAS ALL THE POWER AND AUTHORITY OF THE FOUNDATION'S BOARD ("BOARD") WHEN THE BOARD IS NOT IN SESSION, EXCEPT FOR THE AUTHORITY TO FILL VACANCIES ON THE BOARD OR ANY BOARD COMMITTEE, FIX, IF ANY, COMPENSATION FOR BOARD TRUSTEES (NONE IS PRESENTLY PAID) INCLUDING ANY BOARD COMMITTEES, TO AMEND, REPEAL OR ADOPT NEW FOUNDATION BYLAWS, TO ELECT OR REMOVE ANY OFFICER OR TRUSTEE, TO APPROVE ANY PLAN OF MERGER OR DISSOLUTION, TO AUTHORIZE THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE FOUNDATION OR TO APPROVE AMENDMENTS TO THE FOUNDATION'S CERTIFICATE OF INCORPORATION. THE EXECUTIVE COMMITTEE WILL ALSO CARRY OUT ANY OTHER RESPONSIBILITIES AND DUTIES DELEGATED TO IT FROM THE BOARD FROM TIME TO TIME. THE EXECUTIVE COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD. THE FOUNDATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE FOUNDATION'S ACCOUNTING AND FINANCIAL REPORTING PROCESSES, ADMINISTERING THE FOUNDATION'S CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES, AND PROCUREMENT OR TERMINATION AND OVERSEEING THE FOUNDATION'S TRUSTEES AND OFFICERS' INSURANCE COVERAGE. THE AUDIT COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD. THE FOUNDATION'S BUDGET COMMITTEE IS RESPONSIBLE FOR THE GENERAL SUPERVISION OF THE FOUNDATION'S FINANCIAL AFFAIRS AND ANNUAL BUDGET AND WILL ALSO CARRY OUT ANY OTHER RESPONSIBILITIES AND DUTIES DELEGATED TO IT BY THE BOARD FROM TIME TO TIME. THE BUDGET COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD. THE FOUNDATION'S INVESTMENT COMMITTEE IS RESPONSIBLE FOR THE SUPERVISION OF THE FOUNDATION'S INVESTMENTS AND ANY INDIVIDUALS OR ENTITIES TO WHICH INVESTMENT MANAGEMENT RESPONSIBILITY IS DELEGATED, THE REVIEW OF COMPENSATION OF FOUNDATION INVESTMENT MANAGERS WHO ARE ALSO TRUSTEES OR OFFICERS OF THE FOUNDATION AND WILL ALSO CARRY OUT ANY OTHER RESPONSIBILITIES AND DUTIES DELEGATED TO IT BY THE BOARD FROM TIME TO TIME. THE INVESTMENT COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD. THE FOUNDATION'S NOMINATING COMMITTEE PROVIDES ASSISTANCE TO THE BOARD AS REQUESTED FROM TIME TO TIME, INCLUDING BY ESTABLISHING CRITERIA FOR THE SELECTION OF NEW TRUSTEES AND IDENTIFYING INDIVIDUALS QUALIFIED TO BECOME TRUSTEES, AND WILL ALSO CARRY OUT ANY OTHER RESPONSIBILITIES AND DUTIES DELEGATED TO IT BY THE BOARD FROM TIME TO TIME. THE NOMINATING COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD.
FORM 990, PART VI, SECTION A, LINE 2	FAMILY OR BUSINESS RELATIONSHIPS DR. CHHABRA AND DR. SIMONS HAD A BUSINESS RELATIONSHIP THROUGH MAY OF 2024. DR. LAUFER AND DR. SIMONS HAD A BUSINESS RELATIONSHIP THROUGH MAY OF 2024. DR. COLLER AND DR. SIMONS HAD A BUSINESS RELATIONSHIP THROUGH MAY OF 2024. DR. STEPHEN DELLA PIETRA AND DR. VINCENT DELLA PIETRA HAVE A FAMILY RELATIONSHIP. DR. STEPHEN DELLA PIETRA AND DR. SIMONS HAD A BUSINESS RELATIONSHIP THROUGH MAY OF 2024. DR. VINCENT DELLA PIETRA AND DR. SIMONS HAD A BUSINESS RELATIONSHIP THROUGH MAY OF 2024. DR. LAUFER AND DR. VINCENT DELLA PIETRA HAVE A BUSINESS RELATIONSHIP. DR. LAUFER AND DR. STEPHEN DELLA PIETRA HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 8B	CONTEMPORANEOUS DOCUMENTATION THE FOUNDATION ADOPTED POLICIES PURSUANT TO WHICH THE BOARD AND ALL COMMITTEES OF THE BOARD (EXCEPT THE EXECUTIVE COMMITTEE) WILL CONTEMPORANEOUSLY DOCUMENT IN MINUTES THE MEETINGS HELD (OTHER THAN IN EXECUTIVE SESSION) AND WRITTEN ACTIONS UNDERTAKEN.
FORM 990, PART VI, SECTION B, LINE 11B	ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 THE FORM 990 WAS PREPARED BY AN INDEPENDENT TAX ADVISORY FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM 990 IS THEN FORWARDED TO THE EXECUTIVE COMMITTEE FOR REVIEW, COMMENT AND FINAL APPROVAL. THE FINAL VERSION IS CIRCULATED TO THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C	ENFORCEMENT OF CONFLICT OF INTEREST POLICY PURSUANT TO THE FOUNDATION'S BYLAWS (ARTICLE IV, SECTION 11), ALL TRUSTEES, OFFICERS AND KEY PERSONS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST CERTIFICATION. THE ANNUAL CERTIFICATION REQUIRES EACH TRUSTEE, OFFICER AND KEY EMPLOYEE OF THE FOUNDATION TO DISCLOSE IN WRITING THE EXISTENCE OF ANY POTENTIAL CONFLICTS OF INTEREST, TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND TO AGREE TO ABIDE BY IT. THE SIGNED CERTIFICATIONS ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. IF AN INDIVIDUAL BECOMES AWARE THAT HE OR SHE MAY BE INVOLVED IN A POTENTIALLY CONFLICTED TRANSACTION, HE OR SHE WILL IMMEDIATELY DISCLOSE THE EXISTENCE AND MATERIAL FACTS OF HIS OR HER INTEREST IN THE CONFLICTED TRANSACTION TO THE EXECUTIVE DIRECTOR OF THE FOUNDATION, WHO WILL REPORT THE MATTER TO THE CHAIR OF THE AUDIT COMMITTEE. BOARD DISCUSSIONS PERTAINING TO THE CONFLICT (AND ITS RESOLUTION) ARE DOCUMENTED IN THE BOARD MINUTES.
FORM 990, PART VI, SECTION B, LINE 15	LINE 15A: PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION PAID TO THE FOUNDATION'S EXECUTIVE DIRECTOR IS DETERMINED BY AN UNRELATED THIRD PARTY: THE STATE OF NEW YORK. THE STATE HAS ESTABLISHED COMPENSATION GUIDELINES WHEREBY COMPENSATION IS CAPPED AT A SPECIFIC LEVEL. THE FOUNDATION HAS NO DISCRETION TO MODIFY THE COMPENSATION THRESHOLDS ESTABLISHED BY THE STATE; HOWEVER, THE FOUNDATION MAY APPROVE A REQUEST FROM THE UNIVERSITY TO PROVIDE ADDITIONAL COMPENSATION IN AN EFFORT TO ATTRACT TALENT AND PAY THESE INDIVIDUALS AT A MARKET RATE RENDERING SERVICES TO THE FOUNDATION. SUCH ADDITIONAL COMPENSATION IS THEN APPROVED BY THE FOUNDATION BOARD. THE COMPENSATION IS MEMORIALIZED IN AN EMPLOYMENT CONTRACT NOTING THAT A PORTION OF SALARY WILL COME FROM STONY BROOK FOUNDATION AND ANOTHER PORTION FROM THE UNIVERSITY, CAUSING CERTAIN EMPLOYEES TO RECEIVE TWO W-2'S. LINE 15B: PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION PAID TO THE FOUNDATION'S OTHER OFFICERS (COO, CFO AND CIO) IS RECOMMENDED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, AND IS REVIEWED BY AN UNRELATED THIRD PARTY TAX-EXEMPT ORGANIZATION TO DETERMINE IF COMPENSATION IS APPROPRIATE AND WITHIN THE GUIDELINES OF INDUSTRY STANDARDS. THE APPROVED COMPENSATION IS THEN MEMORIALIZED IN AN EMPLOYMENT CONTRACT.
FORM 990, PART VI, SECTION C, LINE 19	AVAILABILITY OF DOCUMENTS TO THE PUBLIC STONY BROOK FOUNDATION, INC. MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION.
FORM 990, PART VII:	COMPENSATION IN THE INTEREST OF CLARITY, THE FOUNDATION IS PROVIDING CONTEXT ON THE COMPENSATION REPORTED IN BOTH PART VII AND SCHEDULE J OF THE FORM 990. DR. MAURIE MCINNIS, EX-EFFICIO TRUSTEE, IS A NY STATE UNIVERSITY EMPLOYEE. IN 2009, THE STONY BROOK FOUNDATION WAS ASKED BY THE SUNY CHANCELLOR AND SUNY BOARD OF TRUSTEES TO SUPPLEMENT THE PRESIDENT'S COMPENSATION. CONSISTENT WITH ITS MISSION TO HELP ADVANCE THE MISSION OF THE UNIVERSITY, THE STONY BROOK FOUNDATION BOARD APPROVED THIS EXPENSE AND CONTINUES TO PROVIDE ANNUAL SALARY SUPPORT. THIS COMPENSATION ARRANGEMENT IS REPORTED IN THE INDIVIDUAL'S ANNUAL CONFLICT OF INTEREST DISCLOSURE THAT IS SHARED WITH THE FOUNDATION'S BOARD OF DIRECTORS TO ENSURE ABSOLUTE TRANSPARENCY. DR. MCINNIS'S COMPENSATION, AS REPORTED ON THE FORM 990, PART VII, REPRESENTS THE AMOUNT PAID BY THE FOUNDATION; TO THE EXTENT DR. MCINNIS IS COMPENSATED BY SUNY, IT IS NOT DISCLOSED ON THIS FORM 990 AS SUNY IS NOT A RELATED PARTY AND THE SERVICES FOR WHICH SHE WAS COMPENSATED WERE NOT RENDERED TO THE FOUNDATION. FINALLY, IT SHOULD BE NOTED THAT DR. MCINNIS IS DIRECTLY INVOLVED IN FUNDRAISING ON THE FOUNDATION'S BEHALF, HOWEVER, THE COMPENSATION REPORTED ON THE FORM 990 IS NOT SPECIFICALLY TIED TO THOSE FUNDRAISING EFFORTS. CFO & COO KACY BULLARD AND CIO, DAVID MARCUS SPEND 100% OF THEIR TIME ENGAGED IN ACTIVITIES THAT SUPPORT THE FOUNDATION; HOWEVER, THEIR COMPENSATION IS PAID BY AN UNRELATED THIRD PARTY TAX-EXEMPT ORGANIZATION AND NOT DIRECTLY BY THE FOUNDATION. COMPENSATION PAID BY AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE FOUNDATION IS REQUIRED TO BE DISCLOSED IN PART VII, COLUMN (D) AS THOUGH IT HAD BEEN PAID BY THE FOUNDATION. IN ADDITION, THE FORMER CFO & COO, JASON HSUEH'S COMPENSATION WAS, LIKEWISE, PAID BY THE FOUNDATION. HIGHLY COMPENSATED EMPLOYEES, KATHLEEN LE VINESS, DEBORAH LOWEN-KLEIN, TARA STENZEL-FLEMING, AND DANIELLE HOLTON, LIKEWISE, RECEIVE THEIR COMPENSATION FROM AN UNRELATED THIRD PARTY TAX-EXEMPT ORGANIZATION. THERE IS A SALARY CAP FOR STATE UNIVERSITY EMPLOYEE: MS. GOMES. IN RESPONSE TO THE UNIVERSITY'S OCCASIONAL REQUEST, THE STONY BROOK FOUNDATION'S BOARD DOES REVIEW AND APPROVE FUNDS FOR ADDITIONAL COMPENSATION TO THE UNIVERSITY EMPLOYEES SO THAT THE UNIVERSITY CAN RECRUIT THE BEST PEOPLE FOR THE JOB. INDIVIDUAL EMPLOYEES' CONTRACTS OUTLINE THE PORTION OF THEIR SALARY THAT WILL COME FROM STONY BROOK FOUNDATION AND ANOTHER PORTION FROM THE UNIVERSITY, CAUSING CERTAIN EMPLOYEES TO RECEIVE TWO W-2'S. BENEFITS ARE PROVIDED BY THE STATE UNIVERSITY OF STONY BROOK.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
STONY BROOK FOUNDATION REALTY
230 ADMINISTRATION	STONY BROOK	NY	11794	112622814	REAL ESTATE	NY	501(C)(3)	LINE 12A, I	SBF	Yes (1)
LONG ISLAND HIGH TECH INCUBATOR INC
25 EAST LOOP ROAD	STONY BROOK	NY	11790	113059018	DEVELOP TECH	NY	501(C)(3)	LINE 10		0	N/A

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (1)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	STONY BROOK FOUNDATION REALTY INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	D	TransactionTypeTxt
Involved	$68,434	InvolvedAmt
Method Of Amount Determination	COST	MethodOfAmountDeterminationTxt