STONY BROOK FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: STONY BROOK FOUNDATION INC (EIN 11-6077945)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-14
IRS object ID: 202621349349311867
Schema version: 2024v5.5
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	2026-05-14T16:38:37-05:00	ReturnTs
Tax Period End	2025-06-30	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 9TH 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	2024-07-01	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	2026-05-11	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	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SCOTT BARRETT	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	$636,768,688	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	22	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	11	TotalEmployeeCnt
Total Volunteers	20	TotalVolunteersCnt
Total Gross UBI	$454,861	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$53,895	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$387,922,822	PYContributionsGrantsAmt
CY Contributions Grants	$198,681,528	CYContributionsGrantsAmt
PY Program Service Revenue	$2,382,376	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,549,051	CYProgramServiceRevenueAmt
PY Investment Income	$29,745,219	PYInvestmentIncomeAmt
CY Investment Income	$30,336,614	CYInvestmentIncomeAmt
PY Other Revenue	$991,049	PYOtherRevenueAmt
CY Other Revenue	$966,442	CYOtherRevenueAmt
PY Total Revenue	$421,041,466	PYTotalRevenueAmt
CY Total Revenue	$232,533,635	CYTotalRevenueAmt
PY Grants And Similar Paid	$29,371,750	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$32,458,327	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$16,007,597	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$18,894,667	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$11,069,683	CYTotalFundraisingExpenseAmt
PY Other Expenses	$31,435,386	PYOtherExpensesAmt
CY Other Expenses	$32,287,078	CYOtherExpensesAmt
PY Total Expenses	$76,814,733	PYTotalExpensesAmt
CY Total Expenses	$83,640,072	CYTotalExpensesAmt
PY Revenues Less Expenses	$344,226,733	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$148,893,563	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,261,474,422	TotalAssetsBOYAmt
Total Assets EOY	$1,481,679,910	TotalAssetsEOYAmt
Total Liabilities BOY	$118,441,676	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$123,300,918	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,143,032,746	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,358,378,992	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	$24,321,779	ExpenseAmt
Grant	$12,120,177	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	$15,388,130	ExpenseAmt
Grant	$10,233,707	GrantAmt
Revenue	$2,549,051	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	$5,944,736	ExpenseAmt
Grant	$5,328,013	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
$3,950,064	$1,320,777	$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.
$6,901,996	$3,455,653	$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	$10,852,060	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$4,776,430	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$56,506,705	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	0	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	622	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	11	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	22	GoverningBodyVotingMembersCnt
Independent Voting Member	19	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	Yes (1)	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 (31 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 RICHARD MCCORMICK -SBU PRES
EX-OFF TRUS (VOTING) (AS OF 8/2024)	3.00	0.10	Yes (X)	$57,204	$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)
MR CARY F STALLER
TRUSTEE, SECRETARY	1.00	1.00	Yes (X)	$0	$0	$0	Yes (X)
MR WILLIAM L KNAPP
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
DR HENRY B LAUFER
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 PIQUET
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
MS MARILYN SIMONS
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		$581,853	$0	$230,946	Yes (X)
KACY BULLARD
CFO & COO	37.50	1.00		$280,555	$0	$111,500	Yes (X)
JUSTIN FINCHER
EXECUTIVE DIRECTOR (THRU 2/2025)	37.50	0.00		$105,865	$0	$0	Yes (X)
SCOTT BARRETT
INTERIM EXECUTIVE DIR (AS OF 3/2025)	37.50	0.00		$0	$0	$0	Yes (X)
DANIELLLE HOLTON
AVP, SBCH	37.50	0.00		$307,500	$0	$122,212		Yes (X)
DEBORAH LOWEN-KLEIN
SENIOR ASSOCIATE VP, ADVANCEMENT	37.50	0.00		$272,661	$0	$108,366		Yes (X)
CAROL GOMES
CEO, COO OF SBUH	1.00	0.00		$387,325	$0	$0		Yes (X)
TARA STENZEL-FLEMING
AVP, PRINCIPAL GIFTS & SFI	37.50	0.00		$230,604	$0	$91,649		Yes (X)
DAVID SMITH
SBF CONTROLLER	37.50	0.00		$210,125	$0	$83,512		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,433,692	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$748,185	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	29	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	$2,563,666
INVESTMENT MANAGER CO SBF
270 ADMINISTRATION	STONY BROOK	NY	11794	INVESTMENT MGMT	$1,306,242
INVESTMENT MANAGER CO SBF
270 ADMINISTRATION	STONY BROOK	NY	11794	INVESTMENT MGMT	$798,766
SULLIVAN & CO MKTG COLLATERAL LLC
292 MADISON AVE 21ST FL	NEW YORK	NY	10017	CAMPAIGN DESIGN	$675,580
INVESTMENT MANAGER CO SBF
270 ADMINISTRATION	STONY BROOK	NY	11794	INVESTMENT MGMT	$648,952

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	28	CntrctRcvdGreaterThan100KCnt
Fundraising	$481,045	FundraisingAmt
All Other Contributions	$198,200,483	AllOtherContributionsAmt
Noncash Contributions	$4,973,788	NoncashContributionsAmt
Total Contributions	$198,681,528	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CONTRACTUAL AGENCY FEE	Desc
Business	711300	BusinessCd
Total Revenue Column	$2,549,051	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,549,051	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,549,051	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,314,547	TotalRevenueColumnAmt
Unrelated Business Revenue	$454,861	UnrelatedBusinessRevenueAmt
Exclusion	$12,859,686	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$175,451	TotalRevenueColumnAmt
Exclusion	$175,451	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$76,464	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	$76,464	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$76,464	TotalRevenueColumnAmt
Exclusion	$76,464	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$420,765,250	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$403,743,183	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$17,022,067	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,022,067	TotalRevenueColumnAmt
Exclusion	$17,022,067	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$179,205	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$481,045	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$459,596	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$280,391	TotalRevenueColumnAmt
Exclusion	-$280,391	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$25,644	GamingGrossIncomeAmt
Gaming Direct Expenses	$18,138	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,506	TotalRevenueColumnAmt
Exclusion	$7,506	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$14,473	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$14,136	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$337	TotalRevenueColumnAmt
Exclusion	$337	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACTED SERVICES	900099	$857,799	$857,799
PKH MUSEUM ADMISSIONS	900099	$95,881	$0	$95,881
MISCELLANEOUS REVENUE	900099	$33,395	$33,395

Field	Value	IRS element (for citing)
Other Revenue Total	$987,075	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$232,533,635	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,644,932	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$454,861	UnrelatedBusinessRevenueAmt
Exclusion	$30,752,314	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$21,841,905	TotalAmt
Program Services	$21,841,905	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$8,683,901	TotalAmt
Program Services	$8,683,901	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,932,521	TotalAmt
Program Services	$1,932,521	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,350,201	TotalAmt
Program Services	$609,541	ProgramServicesAmt
Management And General	$317,384	ManagementAndGeneralAmt
Fundraising	$423,276	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$12,734,042	TotalAmt
Program Services	$5,748,719	ProgramServicesAmt
Management And General	$2,993,316	ManagementAndGeneralAmt
Fundraising	$3,992,007	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$4,668,950	TotalAmt
Program Services	$1,624,361	ProgramServicesAmt
Management And General	$1,302,706	ManagementAndGeneralAmt
Fundraising	$1,741,883	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$141,474	TotalAmt
Program Services	$141,474	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$5,186,957	TotalAmt
Program Services	$5,185,273	ProgramServicesAmt
Fundraising	$1,684	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$93,056	TotalAmt
Program Services	$9,895	ProgramServicesAmt
Management And General	$83,161	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$206,542	TotalAmt
Management And General	$206,542	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$75,200	TotalAmt
Program Services	$75,200	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$10,077,511	TotalAmt
Management And General	$10,077,511	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$1,605,576	TotalAmt
Fundraising	$1,605,576	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$635,109	TotalAmt
Program Services	$289,266	ProgramServicesAmt
Management And General	$5,000	ManagementAndGeneralAmt
Fundraising	$340,843	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,662,652	TotalAmt
Program Services	$1,487,974	ProgramServicesAmt
Management And General	$11,768	ManagementAndGeneralAmt
Fundraising	$162,910	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,785,638	TotalAmt
Program Services	$616,245	ProgramServicesAmt
Management And General	$214,175	ManagementAndGeneralAmt
Fundraising	$955,218	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,203,636	TotalAmt
Program Services	$995,119	ProgramServicesAmt
Management And General	$202,400	ManagementAndGeneralAmt
Fundraising	$6,117	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$2,914,186	TotalAmt
Program Services	$2,769,485	ProgramServicesAmt
Management And General	$2,267	ManagementAndGeneralAmt
Fundraising	$142,434	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,967,561	TotalAmt
Program Services	$2,713,045	ProgramServicesAmt
Management And General	$17,601	ManagementAndGeneralAmt
Fundraising	$236,915	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$244,635	TotalAmt
Program Services	$232,403	ProgramServicesAmt
Management And General	$12,232	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$210,163	TotalAmt
Program Services	$92,453	ProgramServicesAmt
Management And General	$117,725	ManagementAndGeneralAmt
Fundraising	-$15	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
REPAIRS & MAINTENANCE	$888,628	$852,568	$200	$35,860
PAYROLL SERVICE FEES	$883,876	$367,978	$220,450	$295,448
LICENSE/REG. FEES	$223,221	$208,937	$514	$13,770
MEMBERSHIP DUES	$45,777	$41,758		$4,019

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,377,154	TotalAmt
Program Services	-$13,316	ProgramServicesAmt
Management And General	$278,732	ManagementAndGeneralAmt
Fundraising	$1,111,738	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$83,640,072	TotalAmt
Program Services	$56,506,705	ProgramServicesAmt
Management And General	$16,063,684	ManagementAndGeneralAmt
Fundraising	$11,069,683	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$62,136,382	BOYAmt
EOY	$55,008,642	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$375,437,653	BOYAmt
EOY	$387,216,890	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$408,547	BOYAmt
EOY	$429,033	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$68,434	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$22,808	BOYAmt
EOY	$20,224	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$558,522	BOYAmt
EOY	$13,729,537	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$15,535,612	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,001,589	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$10,746,188	BOYAmt
EOY	$10,534,023	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$251,477,569	BOYAmt
EOY	$387,063,600	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$501,191,224	BOYAmt
EOY	$568,418,440	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$2,750,000	BOYAmt
EOY	$2,737,344	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$739,238	BOYAmt
EOY	$584,320	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,261,474,422	BOYAmt
EOY	$1,481,679,910	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,599,872	BOYAmt
EOY	$10,524,469	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$131,000	BOYAmt
EOY	$140,483	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$108,667,348	BOYAmt
EOY	$111,673,674	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,043,456	BOYAmt
EOY	$962,292	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$118,441,676	BOYAmt
EOY	$123,300,918	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	$75,897,923	BOYAmt
EOY	$90,310,043	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,067,134,823	BOYAmt
EOY	$1,268,068,949	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,143,032,746	BOYAmt
EOY	$1,358,378,992	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,261,474,422	BOYAmt
EOY	$1,481,679,910	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$148,893,563	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$66,452,683	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	$95,728,137	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$116,237,582	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$61,195,354	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$387,922,822	CurrentTaxYearMinus1YearAmt
Current Tax Year	$198,681,528	CurrentTaxYearAmt
Total	$859,765,423	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$95,728,137	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$116,237,582	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$61,195,354	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$387,922,822	CurrentTaxYearMinus1YearAmt
Current Tax Year	$198,681,528	CurrentTaxYearAmt
Total	$859,765,423	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$474,867,456	SubstantialContributorsTotAmt
Public Support Total170	$384,897,967	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$761,711	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$473,264	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$5,581,288	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$8,469,493	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,111,601	CurrentTaxYearAmt
Total	$28,397,357	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$181,658	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$53,733	CurrentTaxYearMinus3YearsAmt
Current Tax Year	$60,883	CurrentTaxYearAmt
Total	$296,274	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$939,755	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,654,071	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,650,121	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,424,445	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,136,160	CurrentTaxYearAmt
Total	$6,804,552	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$895,263,606	TotalSupportAmt
Gross Receipts Rltd Activities	$10,456,239	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.42990	PublicSupportCY170Pct
Public Support PY170	0.40600	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 - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 471,275. 2022 AMOUNT: $ 374,445. 2023 AMOUNT: $ 331,537. 2024 AMOUNT: $ 179,205. GROSS INCOME FROM GAMING - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 21,964. 2022 AMOUNT: $ 21,964. 2023 AMOUNT: $ 20,051. 2024 AMOUNT: $ 25,644. GROSS SALES OF INVENTORY - 2020 AMOUNT: $ 12,887. 2021 AMOUNT: $ 21,340. 2022 AMOUNT: $ 13,266. 2023 AMOUNT: $ 20,220. 2024 AMOUNT: $ 14,473. MISCELLANEOUS - 2020 AMOUNT: $ 28,012. 2021 AMOUNT: $ 2,898. 2022 AMOUNT: $ 9,718. 2023 AMOUNT: $ 14,711. 2024 AMOUNT: $ 33,395. CONTRACTED SERVICES - 2020 AMOUNT: $ 898,856. 2021 AMOUNT: $ 1,136,594. 2022 AMOUNT: $ 1,230,728. 2023 AMOUNT: $ 1,037,926. 2024 AMOUNT: $ 883,443.	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	$75,200	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$75,200	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$83,583,010	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$83,658,210	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	$75,000	CurrentYearMinus3Amt
Current Year Minus2	$43,950	CurrentYearMinus2Amt
Current Year Minus1	$110,117	CurrentYearMinus1Amt
Current Year	$75,200	CurrentYearAmt
Total	$304,267	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	$786,159,357	BeginningYearBalanceAmt
Contributions	$178,650,322	ContributionsAmt
Investment Earnings Or Losses	$64,162,514	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,103,503	OtherExpendituresAmt
Administrative Expenses	$2,679,132	AdministrativeExpensesAmt
End Year Balance	$1,017,189,558	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.04965	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.76627	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.18408	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	$4,382,636	DepreciationAmt
Book Value	$2,421,972	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	$297,633	OtherCostOrOtherBasisAmt
Depreciation	$228,863	DepreciationAmt
Book Value	$68,770	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	$10,534,023	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PRIVATE EQUITY FUNDS	$196,024,828	F
US EQUITY FUNDS	$190,824,891	F
MULTI-STRATEGY FUNDS	$117,050,522	F
GLOBAL EQUITY FUNDS	$62,362,875	F
INVESTMENT REDEMPTIONS	$1,381,613	F
DIVERSIFIED FIXED-INCOME FUNDS	$773,711	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$568,418,440	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
ANNUITIES PAYABLE	$377,972
OPERATING LEASE LIABILITY	$584,320

Field	Value	IRS element (for citing)
Total Liability	$962,292	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 $111,673,674 AS OF JUNE 30, 2025. THE FOUNDATION CHARGES FEES TO THESE AGENCIES FOR ADMINISTRATIVE COSTS, WHICH AMOUNTED TO $2,549,051 FOR FISCAL YEAR 2025, WHICH IS INCLUDED AS PROGRAMMATIC REVENUE ON FORM 990, PART VIII, LINE 2(A). IN ADDITION, THE FOUNDATION HAS ENTERED IN TO THE NEW YORK CLIMATE EXCHANGE CONSORTIUM TO HELP RAISE AND STEWARD ADDITIONAL FUNDS FOR THE EXCHANGE (WHICH IS A SECTION 501(C)(3) PUBLIC CHARITY). THE FOUNDATION ACTS AS AN AGENT FOR ANY FUNDS IT RAISES ON BEHALF OF THE EXCHANGE; IN THE FISCAL YEAR ENDING JUNE 30, 2025, THE FOUNDATION RECEIVED $21 MILLION IN EARMARKED FUNDS THAT ARE IMMEDIATELY DISBURSED TO THE EXCHANGE.
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	$1,932,521
CENTRAL AMERICA AND THE CARIBBEAN	INVESTMENTS	$291,243,250
NORTH AMERICA	INVESTMENTS	$1,682,197
SUB-SAHARAN AFRICA	INVESTMENTS	$2,737,344	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	$297,595,312	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$297,595,312	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	$77,114	CHECK	$0
SUB-SAHARAN AFRICA	GENERAL SUPPORT	$1,852,491	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	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	SBF/LISVH GOLF CLASSIC	Event1Nm
Gross Receipts Event1	$247,240	GrossReceiptsEvent1Amt
Charitable Contri Event1	$194,011	CharitableContriEvent1Amt
Gross Revenue Event1	$53,229	GrossRevenueEvent1Amt
Food And Beverage Event1	$3,796	FoodAndBeverageEvent1Amt
Entertainment Event1	$39,199	EntertainmentEvent1Amt
Other Direct Expenses Event1	$23,652	OtherDirectExpensesEvent1Amt
Event2	STALLER CENTER BENEFIT	Event2Nm
Gross Receipts Event2	$120,500	GrossReceiptsEvent2Amt
Charitable Contri Event2	$86,275	CharitableContriEvent2Amt
Gross Revenue Event2	$34,225	GrossRevenueEvent2Amt
Food And Beverage Event2	$48,997	FoodAndBeverageEvent2Amt
Entertainment Event2	$25,800	EntertainmentEvent2Amt
Other Direct Expenses Event2	$4,457	OtherDirectExpensesEvent2Amt
Other Events Total	5	OtherEventsTotalCnt
Gross Receipts Other Events	$292,510	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$200,759	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$91,751	GrossRevenueOtherEventsAmt
Food And Beverage Other Events	$91,645	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$231,332	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	-$9,282	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$660,250	GrossReceiptsTotalAmt
Charitable Contributions Tot	$481,045	CharitableContributionsTotAmt
Gross Revenue Total Events	$179,205	GrossRevenueTotalEventsAmt
Food And Beverage Total Events	$144,438	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$296,331	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$18,827	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$459,596	DirectExpenseSummaryEventsAmt
Net Income Summary	-$280,391	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$25,644	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$1,250	CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming	$15,243	NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming	$1,645	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	0	VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming	$25,644	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$1,250	CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming	$15,243	NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming	$1,645	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$18,138	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$7,506	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

Persons With Books Name PersonsWithBooksName

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

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

Field	Value	IRS element (for citing)
Form And Line Reference	GAMING MANAGER INFORMATION:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt	Address Line2USAddress/AddressLine2Txt
SB CLINICAL PRACTICE MANAGEMENT PLAN
PO BOX 1554	STONY BROOK	NY	11790	461787308	501(C)(3)	$98,354	$0	GENERAL SUPPORT
STONYBROOK UNIVERSITY (UNDERGRAD STUDENT GOVT)
261 ADMINISTRATION BLDG STONY BROOK	STONY BROOK	NY	11794	146013200	115	$36,153	$0	EDUCATIONAL SUPPORT	UNIVERSITY
STONY BROOK UNIVERSITY OFFICE
261 ADMINISTRATION BLDG STONY BROOK	STONY BROOK	NY	11794	146013200	115	$13,213,288	$0	EDUCATIONAL SUPPORT	UNIVERSITY
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION
58 EDGEWOOD AVENUE NE	ATLANTA	GA	30302	581845423	501(C)(3)	$30,000	$0	RESEARCH
RESEARCH FOUNDATION - STONY BROOK UNIVERSITY
S5422 FRANK MELVILLE JR MEMORIAL	STONY BROOK	NY	11794	141368361	501(C)(3)	$8,129,024	$0	RESEARCH AWARDS	LIBRARY STONY BROOK UNIVERSITY
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE NE49-3142	CAMBRIDGE	MA	021394307	042103594	501(C)(3)	$60,000	$0	RESEARCH AWARDS
COLD SPRING HARBOR LABORATORY
1 BUNGTOWN RD	COLD SPRING HARBOR	NY	11724	112013303	501(C)(3)	$26,452	$0	SIMONS STEM SCHOLAR PROGRAM

Field	Value	IRS element (for citing)
Total501c3 Org	7	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

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

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
SCHOLARSHIPS	876	$6,003,692
FELLOWSHIPS	142	$864,866
PARTICIPANT SUPPORT/FELLOWSHIPS	266	$724,649
ACADEMIC PRIZES AND AWARDS	549	$602,564
STUDENT AID	570	$488,130

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	$581,853	$0	$0	$0	$0	$0	$0	$0	$230,946	$0	$812,799	$0	$0	$0
DANIELLLE HOLTON
AVP, SBCH	$307,500	$0	$0	$0	$0	$0	$0	$0	$122,212	$0	$429,712	$0	$0	$0
KACY BULLARD
CFO & COO	$280,555	$0	$0	$0	$0	$0	$0	$0	$111,500	$0	$392,055	$0	$0	$0
CAROL GOMES
CEO, COO OF SBUH	$200,000	$0	$187,325	$0	$0	$0	$0	$0	$0	$0	$387,325	$0	$0	$0
DEBORAH LOWEN-KLEIN
SENIOR ASSOCIATE VP, ADVANCEMENT	$272,661	$0	$0	$0	$0	$0	$0	$0	$108,366	$0	$381,027	$0	$0	$0
TARA STENZEL-FLEMING
AVP, PRINCIPAL GIFTS & SFI	$230,604	$0	$0	$0	$0	$0	$0	$0	$91,649	$0	$322,253	$0	$0	$0
DAVID SMITH
SBF CONTROLLER	$210,125	$0	$0	$0	$0	$0	$0	$0	$83,512	$0	$293,637	$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. RICHARD MCCORMICK AND CAROL GOMES. AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II) FOR CAROL GOMES 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
HENRY LAUFER
BOARD MEMBER	$35,096,787	INVESTMENTS HELD	0
HENRY LAUFER
BOARD MEMBER	$1,524,196	INV FEES	0
MS MARILYN SIMONS
BOARD MEMBER	$35,096,787	INVESTMENTS HELD	0
MS MARILYN SIMONS
BOARD MEMBER	$1,524,196	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, MS. MARILYN SIMONS AND HENRY B. LAUFER HAVE AN OWNERSHIP INTEREST AND WHERE THEY BOTH SIT ON THE BOARD OF DIRECTORS. IN ADDITION, BOTH MS. SIMONS AND HENRY LAUFER ARE DESIGNATED AS SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION.THE VALUE OF THE FOUNDATION'S HOLDINGS WITH THE FIRM IS $35,096,787; FOR THE YEAR ENDING JUNE 30, 2025, THE FOUNDATION PAID THE INVESTMENT FIRM $1,524,196 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	35	ContributionCnt
Noncash Contributions Rpt F990	$4,973,788	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
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 (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, COLUMN (B):

THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B).

PART I, LINE 32B:

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.

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 2025, THE TOTAL SUPPORT OF $18,894,667 INCLUDES $8,124,095 RELATED TO CAMPUS PROGRAMS, $4,613,406 RELATED TO ADMINISTRATIVE OFFICES AND $6,157,166 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 MS. SIMONS HAVE A BUSINESS RELATIONSHIP. DR. LAUFER AND MS. SIMONS HAVE A BUSINESS RELATIONSHIP. DR. COLLER AND MS. SIMONS HAVE A BUSINESS RELATIONSHIP. DR. STEPHEN DELLA PIETRA AND DR. VINCENT DELLA PIETRA HAVE A FAMILY RELATIONSHIP. DR. STEPHEN DELLA PIETRA AND MS. SIMONS HAVE A BUSINESS RELATIONSHIP. DR. VINCENT DELLA PIETRA AND MS. SIMONS HAVE A BUSINESS RELATIONSHIP. 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 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. RICHARD MCCORMICK, EX-OFFICIO 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. MCCORMICK'S COMPENSATION, AS REPORTED ON THE FORM 990, PART VII, REPRESENTS THE AMOUNT PAID BY THE FOUNDATION; TO THE EXTENT DR. MCCORMICK IS COMPENSATED BY SUNY, IT IS NOT DISCLOSED ON THIS FORM 990 AS SUNY IS NOT A RELATED PARTY AND THE SERVICES FOR WHICH HE WAS COMPENSATED WERE NOT RENDERED TO THE FOUNDATION. FINALLY, IT SHOULD BE NOTED THAT DR. MCCORMICK 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. COO/CFO 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. HIGHLY COMPENSATED EMPLOYEES, DANIELLE HOLTON, DEBORAH LOWEN-KLEIN AND TARA STENZEL-FLEMING, 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. THE COMPENSATION REPORTED FOR MS. GOMES IN THE FORM 990 REPRESENTS THE AMOUNT STONY BROOK FOUNDATION PAID MS. GOMES IN EXCESS OF THE SALARY CAP.
FORM 990, PART VII, SECTION A, LINE 2:	FOR CALENDAR YEAR 2024, THE FOUNDATION ISSUED 11 W-2S; THE FOUNDATION DISCLOSES IN PART VII THAT IT PAID 29 INDIVIDUALS OVER $100,000. THIS INCONGRUITY IS DUE TO THE FOUNDATION SUPPORTING SALARIES FOR INDIVIDUALS WHO WORK FOR STONY BROOK UNIVERSITY, BUT WHO DO NOT GET A W-2 FROM STONY BROOK FOUNDATION, INC. THIS RELATIONSHIP IS MORE FULLY DESCRIBED IN THE NARRATIVE TO PART VI, LINE 15.

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	0	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