STONY BROOK FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- STONY BROOK FOUNDATION INC (EIN 11-6077945)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-17
- IRS object ID
- 201231099349300213
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-04-17T13:30:55-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLTZ RUBENSTEIN REMINICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 BAYLIS ROAD | AddressLine1 |
| City | MELVILLE | City |
| State | NY | State |
| ZIP Code | 117473823 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116077945 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONY BROOK FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STON | NameControl |
| Phone | 6316326536 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 ADMINISTRATION | AddressLine1 |
| City | STONY BROOK | City |
| State | NY | State |
| ZIP Code | 11794 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYLE GOMES | Name |
| Title | INTERIM CFO | Title |
| Phone | 6316326536 | Phone |
| Date Signed | 2012-04-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICK YU | Name |
| Phone | 6317527400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD L GELFOND | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 ADMINISTRATION | AddressLine1 |
| City | STONY BROOK | City |
| State | NY | State |
| ZIP Code | 11794 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 53779891 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SUNYSB.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE STONY BROOK FOUNDATION INC., A NON-PROFIT, "NO-MEMBER" CORPORATION WAS CHARTERED BY THE EDUCATION DEPARTMENT OF THE STATE OF NEW YORK IN 1965. ITS EXEMPT PURPOSE IS TO ASSIST IN DEVELOPING AND INCREASING THE RESOURCES OF THE STATE UNIVERSITY OF NEW YORK AT STONY BROOK (" SUNY STONY BROOK") 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 SUNY STONY BROOK. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 29 | TotalNbrEmployees |
| Total Nbr Volunteers | 34 | TotalNbrVolunteers |
| Total Gross UBI | 4170 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 4170 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22283930 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 25170085 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1221783 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1442176 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 677090 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2620844 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 59445 | OtherRevenuePriorYear |
| Other Revenue Current Year | -217684 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24242248 | TotalRevenuePriorYear |
| Total Revenue Current Year | 29015421 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6317189 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4555990 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8223765 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8641474 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 65000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 65000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2230590 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 31132452 | OtherExpensePriorYear |
| Other Expenses Current Year | 28742520 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 45738406 | TotalExpensesPriorYear |
| Total Expenses Current Year | 42004984 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -21496158 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -12989563 | RevenuesLessExpensesCY |
| Total Assets BOY | 230299401 | TotalAssetsBOY |
| Total Assets EOY | 227608002 | TotalAssetsEOY |
| Total Liabilities BOY | 39691711 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 36852332 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 190607690 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 190755670 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE STONY BROOK FOUNDATION INC., A NON-PROFIT, "NO-MEMBER" CORPORATION WAS CHARTERED BY THE EDUCATION DEPARTMENT OF THE STATE OF NEW YORK IN 1965. ITS EXEMPT PURPOSE IS TO ASSIST IN DEVELOPING AND INCREASING THE RESOURCES OF THE STATE UNIVERSITY OF NEW YORK AT STONY BROOK (" SUNY STONY BROOK") 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 SUNY STONY BROOK. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 38110467 | Expense |
| Grants | 4560202 | Grants |
| Revenue | 3747043 | Revenue |
| Description | RECEIVE, HOLD, ADMINISTER AND DISPOSE OF GIFTS AND GRANTS, FINANCE THE CONDUCT OF STUDIES AND RESEARCH IN ALL FIELDS OF INTELLECTUAL INQUIRY, GRANT AND ADMINISTER SCHOLARSHIPS AND FELLOWSHIPS AND ENGAGE IN EXPERIMENTAL EDUCATION ACTIVITIES AND RESEARCH PROJECTS, ALL IN KEEPING WITH THE EDUCATIONAL PURPOSES AND OBJECTIVES OF STONY BROOK UNIVERSITY. | Description |
| Total Program Service Expense | 38110467 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 29 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | BF | NameOfForeignCountry |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Name Of Foreign Country | NT | NameOfForeignCountry |
| Name Of Foreign Country | SW | NameOfForeignCountry |
| Name Of Foreign Country | OC | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON HSUEH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6316326536 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 ADMINISTRATION | AddressLine1 |
| City | STONY BROOK | City |
| State | NY | State |
| ZIP Code | 11794 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| RICHARD L GELFOND | |||||||
| CHAIR | 4.00 | X | X | 0 | 0 | 0 | |
| MR DAVID E ACKER | |||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| DR JAMES H SIMONS | |||||||
| CHAIR EMERITUS | 1.00 | X | X | 0 | 0 | 0 | |
| CARY F STALLER | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| MATTHEW CODY | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| DR SAMUEL ARONSON | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| EVELYN BEREZIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DONALD BLAKE SR | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DR STUART B CHERNEY | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DR BARRY COLLER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DR NANCY RAUCH DOUZINAS | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| BARRY M FOX ESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| STUART GOLDSTEIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DR LEO GUTHART | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DR JAMES A HAYWARD | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| WALTER KISSINGER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM L KNAPP | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DR HENRY LAUFER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DOROTHY LICHTENSTEIN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL MANOUSSOS ESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DAVID MAYER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| RICHARD T NASTI ESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ADAM SHERMAN | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| LEONARD A SPIVAK ESQ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| ERWIN P STALLER | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DR JEROME SWARTZ | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| CHARLES B WANG | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DR ASHVIN B CHHABRA | |||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | ||
| DR SAMUEL L STANLEY JR | |||||||
| EX-OFFICIO: VOTING | 1.00 | X | 250000 | 0 | 0 | ||
| DR ERIC KALER | |||||||
| EX-OFFICIO: NON-VOTING | 1.00 | X | 48000 | 0 | 0 | ||
| KAROL KAIN GRAY | |||||||
| CFO | 1.00 | X | 0 | 0 | 0 | ||
| ERIC DOEPEL | |||||||
| FORMER EXECUTIVE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DEXTER BAILEY | |||||||
| EXECUTIVE DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR KENNETH KAUSHANSKY | |||||||
| EX-OFFICIO: NON-VOTING | 1.00 | 412500 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 710500 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ASGK PUBLIC STRATEGIES LLC | |||||
| 730 NORTH FRANKLIN STREET | CHICAGO | IL | 60654 | PROFESSIONAL SERVICES | 866240 |
| POPULOUS INC | |||||
| 300 WYANDOTTE | KANSAS CITY | MO | 64105 | PROFESSIONAL SERVICES | 315644 |
| PRAXIS INSIGHTS LLC | |||||
| PO BOX 669 | SLINGERLANDS | NY | 12159 | PROFESSIONAL SERVICES | 234500 |
| MITCHELL GIURGOLA ARCHITECTS LLP | |||||
| 630 9TH AVENUE | NEW YORK | NY | 10036 | PROFESSIONAL SERVICES | 219459 |
| FINI HOME | |||||
| 4 NORTH ROAD | EAST SETAUKET | NY | 11733 | PROFESSIONAL SERVICES | 175446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| Fundraising Events | 2814822 | FundraisingEvents |
| Government Grants | 11231 | GovernmentGrants |
| All Other Contributions | 22344032 | AllOtherContributions |
| Noncash Contributions | 730566 | NoncashContributions |
| Total Contributions | 25170085 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| AGENCY FEES | 711300 | 999180 | 999180 |
| RENT INC FRM UNAFF NFP | 531190 | 409421 | 409421 |
| MUSEUM ADMISSION | 711300 | 33575 | 33575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1442176 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 299277 | TotalRevenueColumn |
| Exclusion | $299,277 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26441662 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24119774 | Securities |
| Other | 321 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2321888 | Securities |
| Other | -321 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2321567 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2317397 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4170 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 367791 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 2814822 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 568775 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -200984 | TotalRevenueColumn |
| Exclusion | -$200,984 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 41450 | GrossSalesOfInventory |
| Cost Of Goods Sold | 75600 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -34150 | TotalRevenueColumn |
| Related Or Exempt Function Income | -34150 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 17450 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17450 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 17450 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29015421 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3742873 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4170 | UnrelatedBusinessRevenue |
| Exclusion | $98,293 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2850553 | Total |
| Program Services | 2850553 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 896841 | Total |
| Program Services | 896841 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 808596 | Total |
| Program Services | 808596 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 710500 | Total |
| Program Services | 630500 | ProgramServices |
| Fundraising | 80000 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6382954 | Total |
| Program Services | 4316433 | ProgramServices |
| Management And General | 956301 | ManagementAndGeneral |
| Fundraising | 1110220 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1384426 | Total |
| Program Services | 583466 | ProgramServices |
| Management And General | 367974 | ManagementAndGeneral |
| Fundraising | 432986 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 163594 | Total |
| Program Services | 152288 | ProgramServices |
| Management And General | 5289 | ManagementAndGeneral |
| Fundraising | 6017 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95702 | Total |
| Program Services | 25000 | ProgramServices |
| Management And General | 70702 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71000 | Total |
| Management And General | 71000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1176740 | Total |
| Program Services | 1176740 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65000 | Total |
| Fundraising | 65000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1278514 | Total |
| Program Services | 1278493 | ProgramServices |
| Management And General | 21 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9330145 | Total |
| Program Services | 9324514 | ProgramServices |
| Management And General | 1059 | ManagementAndGeneral |
| Fundraising | 4572 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352841 | Total |
| Program Services | 349038 | ProgramServices |
| Fundraising | 3803 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1265922 | Total |
| Program Services | 1058306 | ProgramServices |
| Management And General | 72337 | ManagementAndGeneral |
| Fundraising | 135279 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260875 | Total |
| Program Services | 258574 | ProgramServices |
| Management And General | 78 | ManagementAndGeneral |
| Fundraising | 2223 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1113948 | Total |
| Program Services | 1082349 | ProgramServices |
| Management And General | 2070 | ManagementAndGeneral |
| Fundraising | 29529 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155654 | Total |
| Program Services | 152855 | ProgramServices |
| Fundraising | 2799 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142034 | Total |
| Program Services | 142034 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 615381 | Total |
| Program Services | 612774 | ProgramServices |
| Management And General | 2607 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153258 | Total |
| Program Services | 78531 | ProgramServices |
| Management And General | 74727 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | 8741185 | 8737573 | 714 | 2898 |
| EQUIPMENT AND RENTALS | 1574977 | 1551130 | 11845 | 12002 |
| PRINTING & DUPLICATION | 456891 | 284870 | 2510 | 169511 |
| POSTAGE AND SHIPPING | 125553 | 60198 | 3671 | 61684 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1831900 | Total |
| Program Services | 1698811 | ProgramServices |
| Management And General | 21022 | ManagementAndGeneral |
| Fundraising | 112067 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42004984 | Total |
| Program Services | 38110467 | ProgramServices |
| Management And General | 1663927 | ManagementAndGeneral |
| Fundraising | 2230590 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2849938 | BOY |
| EOY | 11196263 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17981235 | BOY |
| EOY | 747217 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63602687 | BOY |
| EOY | 48174210 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 900000 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 459576 | BOY |
| EOY | 459576 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98928 | BOY |
| EOY | 28198 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71372 | BOY |
| EOY | 98039 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18787138 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6380716 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11710994 | BOY |
| EOY | 12406422 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9339617 | BOY |
| EOY | 9448344 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124032783 | BOY |
| EOY | 143933115 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152271 | BOY |
| EOY | 216618 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230299401 | BOY |
| EOY | 227608002 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9462510 | BOY |
| EOY | 4786358 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1377167 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2285000 | BOY |
| EOY | 2135000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27944201 | BOY |
| EOY | 28553807 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39691711 | BOY |
| EOY | 36852332 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9792701 | BOY |
| EOY | 9631679 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101091689 | BOY |
| EOY | 101599124 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79723300 | BOY |
| EOY | 79524867 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 190607690 | BOY |
| EOY | 190755670 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230299401 | BOY |
| EOY | 227608002 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -12989563 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 13137543 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19728551 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51131349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 82838093 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22283390 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25170085 | CurrentTaxYear |
| Total | 201151468 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19728551 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51131349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 82838093 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22283390 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25170085 | CurrentTaxYear |
| Total | 201151468 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 134550040 | AmountsSubstContributorsTotal |
| Public Support Total170 | 66601428 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 743176 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 953618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2151096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 412541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 299277 | CurrentTaxYear |
| Total | 4559708 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13223 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4824 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39937 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19740 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17450 | CurrentTaxYear |
| Total | 95174 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 205806350 | TotalSupport |
| Gross Receipts From Admissions Etc | 5177338 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.32360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.37180 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests PY170 | X | ThirtyThreePercntTestsPY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 966240 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 210500 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1176740 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 40828244 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 42004984 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 716240 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 176740 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | 1 | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 2000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 165839 | CurrentYearMinus1 |
| Current Year | 1176740 | CurrentYear |
| Total | 1342579 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 500000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $750,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 966240 | CurrentYear |
| Total | 966240 | Total |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 17000 | RevenuesIncluded |
| Assets In Part X | 3043036 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 27405104 | BeginningBalance |
| Additions During Year | 591762 | AdditionsDuringYear |
| Ending Balance | 27996866 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 101139144 | BeginningOfYearBalance |
| Contributions | 5121378 | Contributions |
| Investment Earnings Or Losses | 9640817 | InvestmentEarningsOrLosses |
| Other Expenditures | 4188270 | OtherExpenditures |
| Administrative Expenses | 1428869 | AdministrativeExpenses |
| End Of Year Balance | 110284200 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95436421 | BeginningOfYearBalance |
| Contributions | 3448947 | Contributions |
| Investment Earnings Or Losses | 4663291 | InvestmentEarningsOrLosses |
| Other Expenditures | 1788928 | OtherExpenditures |
| Administrative Expenses | 620587 | AdministrativeExpenses |
| End Of Year Balance | 101139144 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 102498646 | BeginningOfYearBalance |
| Contributions | 8964342 | Contributions |
| Investment Earnings Or Losses | -15153505 | InvestmentEarningsOrLosses |
| Administrative Expenses | 873062 | AdministrativeExpenses |
| End Of Year Balance | 95436421 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01470 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.72010 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26520 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3260754 | OtherCostOrOtherBasis |
| Book Value | 3260754 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5855051 | OtherCostOrOtherBasis |
| Depreciation | 1389226 | Depreciation |
| Book Value | 4465825 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6115141 | OtherCostOrOtherBasis |
| Depreciation | 4932117 | Depreciation |
| Book Value | 1183024 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3556192 | OtherCostOrOtherBasis |
| Depreciation | 59373 | Depreciation |
| Book Value | 3496819 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 12406422 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENTS IN CORE-PROPERTY FUNDS | 1645967 | F |
| INVESTMENTS IN DIVERSIFIED FIXED INCOME FUNDS | 5145151 | F |
| INVESTMENTS IN GLOBAL EQUITY FUNDS | 18664416 | F |
| INVESTMENTS IN MULTI-STRATEGY FUNDS | 99083765 | F |
| INVESTMENTS IN PRIVATE EQUITY FUNDS | 570625 | F |
| INVESTMENTS IN U.S. EQUITY FUNDS | 18823191 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 143933115 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITIES PAYABLE | $556,941 |
| FUNDS HELD IN TRUST FOR OTHERS | $27,996,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 28553807 | TotalOfAmounts |
| Total Revenue | 29015421 | TotalRevenue |
| Total Expenses | 42004984 | TotalExpenses |
| Excess Or Deficit For Year | -12989563 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 13137667 | NetUnrealizedGLOnInvestments |
| Other | -$124 | OtherAmount |
| Total Adjustments | 13137543 | TotalAdjustments |
| Excess Or Deficit Per FS | 147980 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 42555533 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 13137667 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 402445 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 13540112 | RevenueNotRptdF990 |
| Revenue Subtotal | 29015421 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 29015421 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 42407553 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 402445 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 124 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 402569 | ExpensesNotRptdF990 |
| Expenses Subtotal | 42004984 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 42004984 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | 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, AND JOURNAL COLLECTIONS. | |
| PART V, LINE 4: | UTILIZED TO FUND ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | AS OF JUNE 30, 2011, THE FOUNDATION EVALUATED THE TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF ASC NO. 740, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2008, WHICH IS THE STANDARD STATURE OF LIMITATIONS LOOK-BACK PERIOD. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| MISC ADJUSTMENT -124. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| MISC ADJUSTMENT 124. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| CENTRAL AMERICA & CARIBBEAN | 0 | 0 | RESEARCH | 19006 |
| NORTH AMERICA | 0 | 0 | RESEARCH | 7707 |
| EUROPE | 0 | 0 | RESEARCH | 4400 |
| SUB-SAHARAN AFRICA | 0 | 0 | RESEARCH | 47001 |
| SUB-SAHARAN AFRICA | 0 | 0 | CONSTRUCTION | 730482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 808596 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 808596 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (6 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | CONSTRUCTION | 730482 | WIRE | 0 | BOOK |
| SUB-SAHARAN AFRICA | RESEARCH | 29350 | WIRE | 0 | BOOK |
| SUB-SAHARAN AFRICA | RESEARCH | 9877 | WIRE | 0 | BOOK |
| CENTRAL AMERICA | RESEARCH | 12410 | WIRE | 0 | BOOK |
| NORTH AMERICA | RESEARCH | 7500 | CHECK | 0 | BOOK |
| EUROPE | RESEARCH | 5400 | WIRE | 0 | BOOK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 6 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: A CASH PAYMENT VOUCHER IS PREPARED BY THE DEPARTMENT PROVIDING THE GRANT. IT IS SUBMITTED WITH SUPPORTING DOCUMENTATION TO THE PROCUREMENT DEPARTMENT. REQUESTS GREATER THAN $5,000 ARE FORWARDED TO THE STONY BROOK FOUNDATION BUSINESS OFFICE FOR REVIEW AND APPROVAL. INCLUDED IN THE REVIEW PROCEDURES IS A JUSTIFICATION FOR THE DISBURSEMENT. A DETAILED JUSTIFICATION OF THE EXPENDITURE IS REQUIRED, INCLUDING REASON FOR PURCHASE OF GOODS / REQUEST FOR SERVICE. AT THE END OF THE PROJECT, A FINAL PROJECT REPORT IS PREPARED AND SUBMITTED BY THE GRANTEE. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVENT ASSOCIATES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 162 WEST 56TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | EVENT PLANNING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 2203295 | GrossReceipts |
| Amount Retained By Contractor | 65000 | AmountRetainedByContractor |
| Net To Organization | 2138295 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2203295 | TotalGrossReceipts |
| Total Retained By Contractors | 65000 | TotalRetainedByContractors |
| Total Net To Organization | 2138295 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | STONY BROOK GALA 2010 | NameOfEvent1 |
| Gross Receipts Event1 | 2198295 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 2087215 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 111080 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 302254 | OtherDirectExpensesEvent1 |
| Name Of Event2 | NATIONAL PEDIATRIC MS FUNDRAISER | NameOfEvent2 |
| Gross Receipts Event2 | 255199 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 205114 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 50085 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 66082 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 17 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 729119 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 522493 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 206626 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 200439 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 3182613 | GrossReceiptsTotal |
| Charitable Contributions Total | 2814822 | CharitableContributionsTotal |
| Gross Revenue Total Events | 367791 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 568775 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 568775 | DirectExpenseSummaryEvents |
| Net Income Summary | -200984 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| RESEARCH FOUNDATION -STONY BROOK UNIVERSITY | ||||||||||
| S5422 FRANK MELVILLE JR MEMORIAL | LIBRARY-STONY BROOK UNIV | STONY BROOK | NY | 11794 | 141368361 | 501(C)3 | 1140565 | 0 | BOOK | RESEARCH AWARDS |
| STONY BROOK UNIVERSITY BURSARS OFFICE | ||||||||||
| 261 ADMINISTRATION BLDG STONY BROOK | UNIVERSITY | STONY BROOK | NY | 11794 | 146013200 | GOVERNMENT | 1439460 | 0 | BOOK | SCHOLARSHIPS FOR STUDENTS |
| NATIONAL MERIT SCHOLARSHIP CORP | ||||||||||
| PO BOX 99389 | CHICAGO | IL | 60693 | 362307745 | N/A | 28000 | 0 | BOOK | SCHOLARSHIPS FOR STUDENTS | |
| BARNES AND NOBLE - STONY BROOK | ||||||||||
| MELVILLE LIBRARY - BASEMENT | STONY BROOK | NY | 11794 | 132536119 | N/A | 5550 | 0 | BOOK | SCHOLARSHIPS FOR STUDENTS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 3 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|
| SCHOLARSHIPS FOR STUDENTS | 1 | 10000 | 0 | BOOK |
| PRIZES AND AWARDS | 14 | 597229 | 0 | BOOK |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: A CASH PAYMENT VOUCHER IS PREPARED BY THE DEPARTMENT PROVIDING THE GRANT. IT IS SUBMITTED WITH SUPPORTING DOCUMENTATION TO THE PROCUREMENT DEPARTMENT. REQUESTS GREATER THAN $5,000 ARE FORWARDED TO THE STONY BROOK FOUNDATION BUSINESS OFFICE FOR REVIEW AND APPROVAL. INCLUDED IN JUSTIFICATION OF THE EXPENDITURE IS REQUIRED, INCLUDING REASON FOR PURCHASE OF GOODS/REQUEST FOR SERVICE. AT THE END OF THE PROJECT, A FINAL PROJECT REPORT IS PREPARED AND SUBMITTED BY THE GRANTEE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR SAMUEL L STANLEY JR | |||||||||||||
| 250000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 250000 | 0 | 0 | 0 |
| DR KENNETH KAUSHANSKY | |||||||||||||
| 387500 | 0 | 25000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 412500 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|
| DEXTER BAILEY | |||||
| X | $300,000 | 300000 | 0 | 1 | 1 |
| KENNETH KAUSHANSKY | |||||
| X | $600,000 | 600000 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 900000 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| DR JAMES H SIMONS | |||
| BOARD MEMBER | 40364387 | INVESTMENT | 0 |
| DR LEO A GUTHART | |||
| BOARD MEMBER | 298900 | INVESTMENT | 0 |
| WALTER B KISSINGER | |||
| BOARD MEMBER | 271725 | INVESTMENT | 0 |
| EVELYN BEREZIN | |||
| BOARD MEMBER | 278 | TRAVEL REIMBURSEMENT | 0 |
| DR JAMES H SIMONS | |||
| BOARD MEMBER | 148783 | INVESTMENT FEES | 0 |
| DR LEO A GUTHART | |||
| BOARD MEMBER | 5481 | INVESTMENT FEES | 0 |
| WALTER B KISSINGER | |||
| BOARD MEMBER | 12389 | INVESTMENT FEES | 0 |
Schedule M IRS990ScheduleM
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 13300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 13 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 468416 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | RESEARCH NOTES/RECORDINGS | 1 | 17000 | APPRAISAL |
| X | SOFTWARE/HARDWARE | 1 | 224350 | NEW/FMV |
| X | PIANO | 1 | 7500 | APPRAISAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | THE FOUNDATION USES BROKERS TO SELL STOCKS GIFTED TO THE FOUNDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MR. CARY F. STALLER AND MR. ERWIN P. STALLER, BOARD MEMBERS - FATHER & SON RELATIONSHIP. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY STONY BROOK FOUNDATION MANAGEMENT AND IS THEN FORWARDED TO EXECUTIVE COMMITTEE FOR REVIEW AND COMMENT. | |
| CONFLICT OF INTEREST - BOARD MEMBERS HAVING A CONFLICT OF INTEREST MUST DISCLOSE THE ISSUE TO THE BOARD. A CONFLICT MAY BE WAIVED BY A VOTE OF TWO-THIRDS. THE BOARD MEMBER WITH THE CONFLICT MAY NOT VOTE. ANY BOARD MEMBER WHO HAS NOT COMPLETED A NEW CONFLICT OF INTEREST STATEMENT ON THE FIRST DAY OF THE NEW FISCAL YEAR MAY NOT VOTE AT ANY MEETINGS OF THE BOARD UNITL THE FORM IS SUBMITTED. | FORM 990, PART VI, SECTION B, LINE 12C | |
| BUDGET COMMITTEE REVIEWS AND PROVIDES RECOMMENDATIONS TO THE BOARD. THE BOARD APPROVES. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 13,137,667. MISC ADJUSTMENT -124. TOTAL TO FORM 990, PART XI, LINE 5: 13,137,543. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| STONY BROOK FOUNDATION REALTY | ||||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | 112622814 | FACILITATING THE DEVELOPMENT & OPERATION OF A CONFERENCE CENTER/HOTEL | NY | 501(C)(3) | LINE 9 | N/A | 0 |
| STONY BROOK FOUNDATION DELAWARE | ||||||||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | 133550753 | MANAGE DONATED PROPERTY | DE | 501(C)(3) | LINE 9 | N/A | 0 |
| LONG ISLAND HIGH TECHNOLOGY INCUBATOR INC | ||||||||||
| 25 EAST LOOP ROAD | STONY BROOK | NY | 11790 | 113059018 | DEVELOP HIGH TECHNOLOGY COMPANIES ON LONG ISLAND | NY | 501(C)(3) | LINE 9 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |