STONY BROOK FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STONY BROOK FOUNDATION INC (EIN 11-6077945)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-11
- IRS object ID
- 202231319349303503
- Schema version
- 2020v4.2
- 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 I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T11:33:22-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 | 230 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 | COO | PersonTitleTxt |
| Phone | 6316326536 | PhoneNum |
| Signature | 2022-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KACY | PersonFirstNm |
| Person Last | BULLARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT THOMPSETT | PreparerPersonNm |
| PTIN | P00741490 | PTIN |
| Phone | 2125990100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KACY BULLARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 ADMINISTRATION | AddressLine1Txt |
| City | STONY BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11794 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $824,720,671 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STONYBROOK.EDU/FOUNDATION/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE THE TAX-EXEMPT MISSION OF SUNY STONY BROOK THROUGH FUNDRAISING EFFORTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $230,706 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $54,558,793 | PYContributionsGrantsAmt |
| CY Contributions Grants | $95,728,137 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,410,038 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,587,062 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,992,800 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,131,091 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,431,920 | PYOtherRevenueAmt |
| CY Other Revenue | $1,801,096 | CYOtherRevenueAmt |
| PY Total Revenue | $62,393,551 | PYTotalRevenueAmt |
| CY Total Revenue | $129,247,386 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,391,141 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $32,713,028 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,520,867 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,642,555 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $70,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,289,406 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,736,264 | PYOtherExpensesAmt |
| CY Other Expenses | $29,107,605 | CYOtherExpensesAmt |
| PY Total Expenses | $50,718,272 | PYTotalExpensesAmt |
| CY Total Expenses | $72,463,188 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,675,279 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $56,784,198 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $590,641,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $732,698,663 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,242,895 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,001,052 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $534,398,545 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $672,697,611 | 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 | $13,901,384 | ExpenseAmt |
| Grant | $8,394,651 | 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 | $12,641,685 | ExpenseAmt |
| Grant | $8,818,628 | GrantAmt |
| Revenue | $0 | 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 | $9,397,720 | ExpenseAmt |
| Grant | $9,278,180 | 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 REMARKABLY AFFORDABLE PRICES AND TO KEEP RECRUITING THE BEST YOUNG MINDS AND FUTURE LEADERS FROM ACROSS THE SOCIOECONOMIC SPECTRUM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $5,339,406 | $2,059,071 | $1,619,587 | 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, AND MANY OTHER VARIOUS RESEARCH EFFORTS. |
| $4,880,745 | $4,162,498 | $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. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,220,151 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,221,569 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,619,587 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $46,160,940 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 382 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KACY BULLARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6316326536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 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 (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR MAURIE MCINNIS VOTING | ||||||||
| EX-OFF TRUSTEE (AS OF 07/2020) | 3.00 | 0.10 | Yes (X) | $69,058 | $0 | $0 | ||
| MR RICHARD L GELFOND | ||||||||
| TRUSTEE, CHAIR | 4.00 | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MR DAVID E ACKER | ||||||||
| TRUSTEE, VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR LAURIE LANDEAU | ||||||||
| TRUSTEE, VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR JAMES H SIMONS | ||||||||
| TRUSTEE, CHAIR EMERITUS | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MR CARY F STALLER | ||||||||
| TRUSTEE, SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR NANCY RAUCH DOUZINAS | ||||||||
| TRUSTEE, TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DR ASHVIN B CHHABRA | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR BARRY S COLLER | ||||||||
| 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 | ||
| MS KAREN KEOGH | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR WILLIAM L KNAPP | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR HENRY B LAUFER | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS DOROTHY LICHTENSTEIN | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ROBERT LOURIE | ||||||||
| TRUSTEE (THRU 06/30/2021) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR NIRMAL MATTOO | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RICHARD T NASTI ESQ | ||||||||
| TRUSTEE | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| MR BERNARDO PIQET | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MS CAROLINE RITTER | ||||||||
| TRUSTEE | 0.50 | 0.10 | Yes (X) | $0 | $0 | $0 | ||
| MR RUSSELL SHEPARD | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MRS SUSAN STEINHARDT ESQ | ||||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MR DAVID MARCUS | ||||||||
| CIO | 37.50 | 0.00 | $400,000 | $0 | $116,108 | Yes (X) | ||
| MR JASON W HSUEH | ||||||||
| CFO & COO | 37.50 | 0.00 | $279,278 | $0 | $115,976 | Yes (X) | ||
| DEBORAH LOWEN-KLEIN | ||||||||
| INTERIM VP, ADVANCEMENT | 37.50 | 0.00 | $331,000 | $0 | $137,454 | Yes (X) | ||
| JO-ANN DANIELS | ||||||||
| DIRECTOR, FINANCE & OPERATIONS | 37.50 | 0.00 | $212,462 | $0 | $88,181 | Yes (X) | ||
| DANIELLE HOLTON | ||||||||
| ED DEVELOPMENT, SBCH | 33.75 | 0.00 | $237,989 | $0 | $98,773 | Yes (X) | ||
| TARA STENZEL-FLEMING | ||||||||
| ED CORPORATE AND FR | 37.50 | 0.00 | $190,000 | $0 | $78,901 | Yes (X) | ||
| CAROL GOMES | ||||||||
| CEO, COO OF SBUH | 1.00 | 0.00 | $207,692 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,927,479 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $635,393 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 | |||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | INVESTMENT MGMT | $2,067,809 |
| INVESTMENT MANAGER CO SBF | |||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | INVESTMENT MGMT | $805,373 |
| BLUE STATE DIGITAL INC | |||||
| 62187 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 606930621 | DIGITAL MARKETING/NETWORKING | $692,929 |
| INVESTMENT MANAGER CO SBF | |||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | INVESTMENT MGMT | $683,775 |
| INVESTMENT MANAGER CO SBF | |||||
| 230 ADMINISTRATION | STONY BROOK | NY | 11794 | INVESTMENT MGMT | $675,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 32 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,424,046 | GovernmentGrantsAmt |
| All Other Contributions | $94,304,091 | AllOtherContributionsAmt |
| Noncash Contributions | $6,120,883 | NoncashContributionsAmt |
| Total Contributions | $95,728,137 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTUAL AGENCY FEE | Desc |
| Business | 711300 | BusinessCd |
| Total Revenue Column | $1,587,062 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,587,062 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,587,062 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $156,468 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $230,706 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$74,238 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $691,827 | TotalRevenueColumnAmt |
| Exclusion | $691,827 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $144,121 | 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 | $144,121 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,121 | TotalRevenueColumnAmt |
| Exclusion | $144,121 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $725,405,703 | SecuritiesAmt |
| Other | $35,073 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $695,433,153 | SecuritiesAmt |
| Other | $33,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,972,550 | SecuritiesAmt |
| Other | $2,073 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,974,623 | TotalRevenueColumnAmt |
| Exclusion | $29,974,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $12,887 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,132 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,755 | TotalRevenueColumnAmt |
| Exclusion | $5,755 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CONTRACTED SERVICES | 900099 | $898,856 | $898,856 | |
| PKH MUSEUM ADMISSIONS | 900099 | $32,525 | $32,525 | |
| MISCELLANEOUS REVENUE | 900099 | $28,012 | $28,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $959,393 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,247,386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,619,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $230,706 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,668,956 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,883,646 | TotalAmt |
| Program Services | $20,883,646 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,478,448 | TotalAmt |
| Program Services | $9,478,448 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,350,934 | TotalAmt |
| Program Services | $2,350,934 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,484 | TotalAmt |
| Program Services | $699,627 | ProgramServicesAmt |
| Management And General | $393,857 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,129,996 | TotalAmt |
| Program Services | $3,381,876 | ProgramServicesAmt |
| Management And General | $2,135,973 | ManagementAndGeneralAmt |
| Fundraising | $1,612,147 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,365,396 | TotalAmt |
| Program Services | $828,730 | ProgramServicesAmt |
| Management And General | $875,686 | ManagementAndGeneralAmt |
| Fundraising | $660,980 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,679 | TotalAmt |
| Program Services | $53,679 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,660 | TotalAmt |
| Management And General | $71,660 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,257 | TotalAmt |
| Management And General | $122,257 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,700 | TotalAmt |
| Program Services | $83,700 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,896,332 | TotalAmt |
| Management And General | $18,896,332 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,117,555 | TotalAmt |
| Program Services | $3,448,260 | ProgramServicesAmt |
| Management And General | $235,638 | ManagementAndGeneralAmt |
| Fundraising | $433,657 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,799 | TotalAmt |
| Program Services | $154,745 | ProgramServicesAmt |
| Fundraising | $39,054 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,126,157 | TotalAmt |
| Program Services | $881,223 | ProgramServicesAmt |
| Management And General | $31,690 | ManagementAndGeneralAmt |
| Fundraising | $213,244 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,567 | TotalAmt |
| Program Services | $512,219 | ProgramServicesAmt |
| Management And General | $75,918 | ManagementAndGeneralAmt |
| Fundraising | $306,430 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,978 | TotalAmt |
| Program Services | $682,394 | ProgramServicesAmt |
| Management And General | $32,584 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,599 | TotalAmt |
| Program Services | $60,483 | ProgramServicesAmt |
| Management And General | $5,768 | ManagementAndGeneralAmt |
| Fundraising | $7,348 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,128 | TotalAmt |
| Program Services | $81,597 | ProgramServicesAmt |
| Management And General | $316 | ManagementAndGeneralAmt |
| Fundraising | $5,215 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512 | TotalAmt |
| Program Services | $512 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,300 | TotalAmt |
| Program Services | $231,322 | ProgramServicesAmt |
| Management And General | $6,978 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,198 | TotalAmt |
| Program Services | $64,940 | ProgramServicesAmt |
| Management And General | $87,258 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT AND RENTALS | $1,432,601 | $1,410,249 | $19,532 | $2,820 |
| REPAIRS & MAINTENANCE | $441,169 | $435,643 | $3,237 | $2,289 |
| MEMBERSHIP DUES | $148,301 | $142,977 | $2,945 | $2,379 |
| TAX EXPENSE | $14,029 | $12,029 | $2,000 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,763 | TotalAmt |
| Program Services | $281,707 | ProgramServicesAmt |
| Management And General | $13,213 | ManagementAndGeneralAmt |
| Fundraising | $3,843 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,463,188 | TotalAmt |
| Program Services | $46,160,940 | ProgramServicesAmt |
| Management And General | $23,012,842 | ManagementAndGeneralAmt |
| Fundraising | $3,289,406 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,461,208 | BOYAmt |
| EOY | $36,803,994 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,774,595 | BOYAmt |
| EOY | $78,921,106 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,931,529 | BOYAmt |
| EOY | $97,745,497 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $486,497 | BOYAmt |
| EOY | $475,570 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,434 | BOYAmt |
| EOY | $68,434 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,250 | BOYAmt |
| EOY | $22,334 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $935,913 | BOYAmt |
| EOY | $682,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,426,796 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,038,223 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,173,358 | BOYAmt |
| EOY | $11,388,573 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,063,943 | BOYAmt |
| EOY | $85,743,344 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,699,971 | BOYAmt |
| EOY | $417,961,708 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,924,742 | BOYAmt |
| EOY | $2,886,088 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,641,440 | BOYAmt |
| EOY | $732,698,663 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,982,380 | BOYAmt |
| EOY | $6,584,879 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,966 | BOYAmt |
| EOY | $25,280 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,884,761 | BOYAmt |
| EOY | $52,666,256 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,765 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,234,023 | BOYAmt |
| EOY | $724,637 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,242,895 | BOYAmt |
| EOY | $60,001,052 | 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 | $40,682,551 | BOYAmt |
| EOY | $65,079,348 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $493,715,994 | BOYAmt |
| EOY | $607,618,263 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,398,545 | BOYAmt |
| EOY | $672,697,611 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,641,440 | BOYAmt |
| EOY | $732,698,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $56,784,198 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $81,514,868 | 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 | $62,350,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,869,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,217,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,558,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,728,137 | CurrentTaxYearAmt |
| Total | $336,723,392 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,350,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,869,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,217,329 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,558,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $95,728,137 | CurrentTaxYearAmt |
| Total | $336,723,392 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $150,857,972 | SubstantialContributorsTotAmt |
| Public Support Total170 | $185,865,420 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,549,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,004,637 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,084,723 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,749,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $761,711 | CurrentTaxYearAmt |
| Total | $8,150,718 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $351,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $171,562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $181,658 | CurrentTaxYearAmt |
| Total | $704,404 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,672,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,369,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $966,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,279,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $939,755 | CurrentTaxYearAmt |
| Total | $7,227,565 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $352,806,079 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $8,736,562 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56940 | 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 - 2016 AMOUNT: $ 273,234. 2017 AMOUNT: $ 233,725. 2018 AMOUNT: $ 288,424. 2019 AMOUNT: $ 148,146. 2020 AMOUNT: $ 0. GROSS INCOME FROM GAMING - 2016 AMOUNT: $ 26,089. 2017 AMOUNT: $ 25,649. 2018 AMOUNT: $ 28,550. 2019 AMOUNT: $ 29,705. 2020 AMOUNT: $ 0. CONTRACTED SERVICES - 2016 AMOUNT: $ 1,259,928. 2017 AMOUNT: $ 1,025,085. 2018 AMOUNT: $ 561,093. 2019 AMOUNT: $ 762,593. 2020 AMOUNT: $ 898,856. TRANSFER OF RESEARCH FUNDS - 2016 AMOUNT: $ 988,069. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. GROSS SALES OF INVENTORY - 2016 AMOUNT: $ 33,058. 2017 AMOUNT: $ 28,021. 2018 AMOUNT: $ 27,585. 2019 AMOUNT: $ 18,169. 2020 AMOUNT: $ 12,887. MISCELLANEOUS - 2016 AMOUNT: $ 91,703. 2017 AMOUNT: $ 57,186. 2018 AMOUNT: $ 60,691. 2019 AMOUNT: $ 321,107. 2020 AMOUNT: $ 28,012. | 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 | $83,700 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $83,700 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,379,488 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,463,188 | 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 | $60,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $60,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $60,000 | CurrentYearMinus1Amt |
| Current Year | $83,700 | CurrentYearAmt |
| Total | $263,700 | 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) |
|---|---|---|
| Revenues Included | $508,129 | RevenuesIncludedAmt |
| Assets Included | $7,469,621 | 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 | $279,331,275 | BeginningYearBalanceAmt |
| Contributions | $27,463,817 | ContributionsAmt |
| Investment Earnings Or Losses | $69,845,141 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,998,445 | OtherExpendituresAmt |
| Administrative Expenses | $1,942,402 | AdministrativeExpensesAmt |
| End Year Balance | $366,699,386 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $265,806,703 | BeginningYearBalanceAmt |
| Contributions | $21,065,306 | ContributionsAmt |
| Investment Earnings Or Losses | $3,751,752 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,656,291 | OtherExpendituresAmt |
| Administrative Expenses | $1,636,195 | AdministrativeExpensesAmt |
| End Year Balance | $279,331,275 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $244,955,670 | BeginningYearBalanceAmt |
| Contributions | $17,716,212 | ContributionsAmt |
| Investment Earnings Or Losses | $22,532,062 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,988,894 | OtherExpendituresAmt |
| Administrative Expenses | $7,408,347 | AdministrativeExpensesAmt |
| End Year Balance | $265,806,703 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,966,854 | BeginningYearBalanceAmt |
| Contributions | $8,032,140 | ContributionsAmt |
| Investment Earnings Or Losses | $21,666,546 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,077,413 | OtherExpendituresAmt |
| Administrative Expenses | $7,632,457 | AdministrativeExpensesAmt |
| End Year Balance | $244,955,670 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $219,656,875 | BeginningYearBalanceAmt |
| Contributions | $12,982,642 | ContributionsAmt |
| Investment Earnings Or Losses | $19,444,388 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,134,900 | OtherExpendituresAmt |
| Administrative Expenses | $7,982,151 | AdministrativeExpensesAmt |
| End Year Balance | $233,966,854 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59840 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34210 | 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 | $1,065,854 | OtherCostOrOtherBasisAmt |
| Book Value | $1,065,854 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,804,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,486,093 | DepreciationAmt |
| Book Value | $3,318,515 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $168,927 | OtherCostOrOtherBasisAmt |
| Depreciation | $147,403 | DepreciationAmt |
| Book Value | $21,524 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,387,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $404,727 | DepreciationAmt |
| Book Value | $6,982,680 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,388,573 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS IN US EQUITY FUNDS | $148,011,770 | F |
| INVESTMENTS IN MULTI-STRATEGY | $85,369,984 | F |
| INVESTMENTS IN PRIVATE EQUITY | $128,045,953 | F |
| INVESTMENTS IN GLOBAL EQUITY | $55,551,394 | F |
| INVESTMENTS IN DIVERSIFIED FIX | $882,607 | F |
| INV. IN SBHC PRIVATE EQUITY IV, LLC | $100,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $417,961,708 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $724,637 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $724,637 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $191,873,097 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $81,514,868 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $81,514,868 | RevenueNotReportedAmt |
| Revenue Subtotal | $110,358,229 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,896,289 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$7,132 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,889,157 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $129,247,386 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,574,031 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,132 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,132 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,566,899 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,896,289 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $18,896,289 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,463,188 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 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 $52,666,256 AS OF JUNE 30, 2021. SUCH AMOUNTS ARE INCLUDED IN CASH AND CASH EQUIVALENTS AND OTHER INVESTMENTS IN THE ACCOMPANYING COMBINED STATEMENTS OF FINANCIAL POSITION. THE FOUNDATION CHARGES FEES TO THESE AGENCIES FOR ADMINISTRATIVE COSTS, WHICH AMOUNTED TO $1,587,062 FOR FISCAL YEAR 2021, WHICH IS INCLUDED IN CONTRACTS AND OTHER SUPPORT IN THE COMBINED STATEMENT OF ACTIVITIES. |
| 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: | ASC 740 FOOTNOTE THE FOUNDATION FOLLOWS 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 IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE FOUNDATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS 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 HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COGS EXPENSES RELCASSED TO REVENUE -7,132. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COGS EXPENSES RECLASSED TO REVENUE 7,132. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $2,232,418 | |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | PROGRAM SERVICES | $7,508 | EDUCATION & TRAINING |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $8,621 | EDUCATION & TRAINING |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $14,415 | EDUCATION & TRAINING |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $87,972 | RESEARCH |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $231,536,144 | |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $3,007,367 | |
| SUB-SAHARAN AFRICA | 0 | 0 | INVESTMENTS | $2,886,088 | 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 | $239,780,533 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $239,780,533 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (10 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| SUB-SAHARAN AFRICA | OPERATIONS | $7,898 | CHECK |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $348,037 | CHECK |
| SUB-SAHARAN AFRICA | OPERATIONS | $28,770 | WIRE |
| SUB-SAHARAN AFRICA | OPERATIONS | $6,785 | CHECK |
| SUB-SAHARAN AFRICA | OPERATIONS | $6,515 | CHECK |
| SUB-SAHARAN AFRICA | OPERATIONS | $10,925 | CHECK |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $48,072 | WIRE |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT | $8,177 | WIRE |
| SUB-SAHARAN AFRICA | GENERAL SUPPORT & OPERATIONS | $104,166 | WIRE |
| SUB-SAHARAN AFRICA | OPERATIONS | $1,700,236 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 5 | 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 (3 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 III ACCOUNTING METHOD: | |
| 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RESEARCH FOUNDATION - STONY BROOK UNIVERSITY | |||||||||||
| S5422 FRANK MELVILLE JR MEMORIAL | LIBRARY STONY BROOK UNIVERSITY | STONY BROOK | NY | 11794 | 141368361 | 501(C)(3) | $3,018,632 | RESEARCH AWARDS & EDUCATIONAL SUPPORT | |||
| STONY BROOK UNIVERSITY OFFICE | |||||||||||
| 261 ADMINISTRATION BLDG STONY BROOK | UNIVERSITY | STONY BROOK | NY | 11794 | 146013200 | 115 | $13,149,857 | EDUCATIONAL SUPPORT | $635,234 | BOOK | EQUIPMENT |
| ALUMNI ASSOC OF THE ST UNIV OF NY AT STONY BROOK | |||||||||||
| 1315 FM JR MEM LIBR | STONY BROOK | NY | 11794 | 510160098 | 501(C)(3) | $25,000 | OPERATION SUPPORT | ||||
| FACULTY STUDENT ASSOCIATION | |||||||||||
| W SIDE DINNING FL 2 | STONY BROOK | NY | 11794 | 111986378 | 501(C)(3) | $19,378 | EDUCATIONAL SUPPORT | ||||
| STONY BROOK UNIVERSITY HOSPITAL | |||||||||||
| STONY BROOK MEDICINE 101 NICOLLS RD | STONY BROOK | NY | 11794 | 113243405 | 115 | $3,976,732 | OPERATION SUPPORT | ||||
| BALDWIN UFSD | |||||||||||
| 960 HASTINGS STREET | BALDWIN | NY | 11510 | 116002025 | 115 | $30,575 | EDUCATIONAL SUPPORT | ||||
| CITY OF NEW YORK | |||||||||||
| 52 CHAMBERS STREET | NEW YORK | NY | 10007 | 136400434 | 115 | $16,252 | EDUCATIONAL SUPPORT | ||||
| ELWOOD UFSD | |||||||||||
| 100 KENNETH AVENUE | GREENLAWN | NY | 11740 | 116000525 | 115 | $5,742 | EDUCATIONAL SUPPORT | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| ACADEMIC STIPENDS AND GRAD STUDENT FELLOWSHIPS | 163 | $745,531 | |||
| ACADEMIC PRIZES AND AWARDS | 484 | $375,522 | $12,610 | BOOK | VARIOUS SCHOOL EQUIPMENT |
| STUDENT AID | 191 | $153,382 | $3,702 | BOOK | VARIOUS SCHOOL EQUIPMENT |
| SCHOLARSHIPS | 3674 | $8,187,702 |
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 | 0 | 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 | $400,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $116,108 | $0 | $516,108 | $0 | $0 | $0 |
| DEBORAH LOWEN-KLEIN | ||||||||||||||
| INTERIM VP, ADVANCEMENT | $331,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $137,454 | $0 | $468,454 | $0 | $0 | $0 |
| MR JASON W HSUEH | ||||||||||||||
| CFO & COO | $279,278 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $115,976 | $0 | $395,254 | $0 | $0 | $0 |
| DANIELLE HOLTON | ||||||||||||||
| ED DEVELOPMENT, SBCH | $237,989 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $98,773 | $0 | $336,762 | $0 | $0 | $0 |
| JO-ANN DANIELS | ||||||||||||||
| DIRECTOR, FINANCE & OPERATIONS | $212,462 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $88,181 | $0 | $300,643 | $0 | $0 | $0 |
| TARA STENZEL-FLEMING | ||||||||||||||
| ED CORPORATE AND FR | $190,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $78,901 | $0 | $268,901 | $0 | $0 | $0 |
| CAROL GOMES | ||||||||||||||
| CEO, COO OF SBUH | $207,692 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $207,692 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DR JAMES SIMONS | |||
| BOARD MEMBER | $36,537,236 | INVESTMENTS HELD | 0 |
| DR JAMES SIMONS | |||
| BOARD MEMBER | $230,006 | INV FEES | 0 |
| HENRY LAUFER | |||
| BOARD MEMBER | $36,537,236 | INVESTMENTS HELD | 0 |
| HENRY LAUFER | |||
| BOARD MEMBER | $230,006 | INV FEES | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART IV | FormAndLineReferenceDesc |
| Explanation | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONSTHE FOUNDATION HOLDS INVESTMENTS WITH AN INVESTMENT FIRM WHERE BOARD OF TRUSTEES MEMBERS, DR. JAMES SIMONS AND HENRY B. LAUFER HAVE AN OWNERSHIP INTEREST AND WHERE THEY BOTH SIT ON THE BOARD OF DIRECTORS. IN ADDITION, BOTH DR. SIMONS AND HENRY LAUFER ARE DESIGNATED AS SUBSTANTIAL CONTRIBUTORS TO THE FOUNDATION. THE VALUE OF THE FOUNDATION'S HOLDINGS WITH THE FIRM IS $36,537,236; FOR THE YEAR ENDING JUNE 30, 2021, THE FOUNDATION PAID THE INVESTMENT FIRM $230,006 IN INVESTMENT MANAGEMENT FEES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 88 | ContributionCnt |
| Noncash Contributions Rpt F990 | $508,129 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 132 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,609,838 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SUPPLIES | Desc |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,916 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | 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, 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. IN FISCAL 2021, THE FOUNDATION RECEIVED A CONTRIBUTION OF ARTWORK THAT IT HAS ADDED TO ITS COLLECTION OF ART IT SHARES WITH THE GENERAL PUBLIC FOR ITS APPRECIATION AND ENJOYMENT. |
| SCH M, PART I, LINE 9: | IN THE YEAR ENDING JUNE 30, 2021, THE FOUNDATION RECEIVED $1,943,384 IN STOCK DONATIONS IN SATISFACTION OF PRIOR YEAR PLEDGE PAYMENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| GENERAL STATEMENT REGARDING THE COVID-19 PANDEMIC: | IN MARCH 2020, THE WORLD HEALTH ORGANIZATION OFFICIALLY DECLARED COVID-19, A DISEASE CAUSED BY THE NOVEL CORONAVIRUS, A PANDEMIC. THIS CAUSED MANY LOCAL AND NATIONAL GOVERNMENTS, INCLUDING THE NEW YORK STATE, TO IMPOSE RESTRICTIONS ON BUSINESS OPERATIONS, TRAVEL AND PUBLIC GATHERINGS. THE OUTBREAK HAS ADVERSELY IMPACTED THE LEVEL OF ECONOMIC ACTIVITY AROUND THE WORLD AND DISRUPTED NORMAL BUSINESS ACTIVITY IN EVERY SECTOR OF THE ECONOMY. THE FULL IMPACT OF THE COVID-19 OUTBREAK CONTINUES TO EVOLVE AS OF THE DATE OF THIS REPORT. EXTERNAL FACTORS, INCLUDING THE DURATION AND INTENSITY OF THE PANDEMIC, THE SHAPE OF THE ECONOMIC RECOVERY AND ITS IMPACT ON POTENTIAL GOVERNMENT FUNDING, AS WELL AS TIMING AND WIDESPREAD ADOPTION OF VACCINES, COULD HAVE AN IMPACT ON THE ORGANIZATION'S FUTURE OPERATING AND PROGRAMMATIC RESULTS. |
| 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 2021, THE TOTAL SUPPORT OF $10,642,555 INCLUDES $4,963,912 RELATED TO CAMPUS PROGRAMS, $3,405,516 RELATED TO ADMINISTRATIVE OFFICES AND $2,273,127 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 1 | DELEGATION OF AUTHORITY THE FOLLOWING COMMITTEES OF THE FOUNDATION'S BOARD OF TRUSTEES HAVE BEEN DELEGATED AUTHORITY BY THE BOARD OF TRUSTEES. THE FOUNDATION'S EXECUTIVE COMMITTEE HAS ALL THE POWER AND AUTHORITY OF THE FOUNDATION'S BOARD ("BOARD") WHEN THE BOARD IS NOT IN SESSION, EXCEPT FOR THE AUTHORITY TO FILL VACANCIES ON THE BOARD OR ANY BOARD COMMITTEE, FIX, IF ANY, COMPENSATION FOR BOARD TRUSTEES (NONE IS PRESENTLY PAID) INCLUDING ANY BOARD COMMITTEES, TO AMEND, REPEAL OR ADOPT NEW FOUNDATION BYLAWS, TO ELECT OR REMOVE ANY OFFICER OR TRUSTEE, TO APPROVE ANY PLAN OF MERGER OR DISSOLUTION, TO AUTHORIZE THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE FOUNDATION OR TO APPROVE AMENDMENTS TO THE FOUNDATION'S CERTIFICATE OF INCORPORATION. THE EXECUTIVE COMMITTEE WILL ALSO CARRY OUT ANY OTHER RESPONSIBILITIES AND DUTIES DELEGATED TO IT FROM THE BOARD FROM TIME TO TIME. THE EXECUTIVE COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD. THE FOUNDATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE FOUNDATION'S ACCOUNTING AND FINANCIAL REPORTING PROCESSES, ADMINISTERING THE FOUNDATION'S CONFLICT OF INTEREST AND WHISTLEBLOWER POLICIES, AND PROCUREMENT OR TERMINATION AND OVERSEEING THE FOUNDATION'S TRUSTEES AND OFFICERS' INSURANCE COVERAGE. THE AUDIT COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD. THE FOUNDATION'S BUDGET COMMITTEE IS RESPONSIBLE FOR THE GENERAL SUPERVISION OF THE FOUNDATION'S FINANCIAL AFFAIRS AND ANNUAL BUDGET AND WILL ALSO CARRY OUT ANY OTHER RESPONSIBILITIES AND DUTIES DELEGATED TO IT BY THE BOARD FROM TIME TO TIME. THE BUDGET COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD. THE FOUNDATION'S INVESTMENT COMMITTEE IS RESPONSIBLE FOR THE SUPERVISION OF THE FOUNDATION'S INVESTMENTS AND ANY INDIVIDUALS OR ENTITIES TO WHICH INVESTMENT MANAGEMENT RESPONSIBILITY IS DELEGATED, THE REVIEW OF COMPENSATION OF FOUNDATION INVESTMENT MANAGERS WHO ARE ALSO TRUSTEES OR OFFICERS OF THE FOUNDATION AND WILL ALSO CARRY OUT ANY OTHER RESPONSIBILITIES AND DUTIES DELEGATED TO IT BY THE BOARD FROM TIME TO TIME. THE INVESTMENT COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD. THE FOUNDATION'S NOMINATING COMMITTEE PROVIDES ASSISTANCE TO THE BOARD AS REQUESTED FROM TIME TO TIME, INCLUDING BY ESTABLISHING CRITERIA FOR THE SELECTION OF NEW TRUSTEES AND IDENTIFYING INDIVIDUALS QUALIFIED TO BECOME TRUSTEES, AND WILL ALSO CARRY OUT ANY OTHER RESPONSIBILITIES AND DUTIES DELEGATED TO IT BY THE BOARD FROM TIME TO TIME. THE NOMINATING COMMITTEE IS OBLIGATED TO REPORT ITS ACTIVITIES AND DECISIONS AT THE NEXT REGULARLY-SCHEDULED MEETING OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY OR BUSINESS RELATIONSHIPS DR. CHHABRA AND DR. SIMONS HAVE A BUSINESS RELATIONSHIP. DR. LAUFER AND DR. SIMONS HAVE A BUSINESS RELATIONSHIP. DR. LOURIE AND DR. SIMONS SHARE A BUSINESS RELATIONSHIP. DR. COLLER AND DR. SIMONS SHARE A BUSINESS RELATIONSHIP. MR. ACKER AND DR. SIMONS HAVE A BUSINESS RELATIONSHIP. DR. LANDEAU AND DR. SIMONS HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 8B | CONTEMPORANEOUS DOCUMENTATION THE FOUNDATION ADOPTED POLICIES PURSUANT TO WHICH THE BOARD AND ALL COMMITTEES OF THE BOARD (EXCEPT THE EXECUTIVE COMMITTEE) WILL CONTEMPORANEOUSLY DOCUMENT IN MINUTES THE MEETINGS HELD (OTHER THAN IN EXECUTIVE SESSION) AND WRITTEN ACTIONS UNDERTAKEN. |
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. THE FORM 990 IS THEN FORWARDED TO THE EXECUTIVE COMMITTEE FOR REVIEW, COMMENT AND FINAL APPROVAL. THE FINAL VERSION IS CIRCULATED TO THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICT OF INTEREST POLICY PURSUANT TO THE FOUNDATION'S BYLAWS (ARTICLE IV, SECTION 11), ALL TRUSTEES, OFFICERS AND KEY PERSONS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST CERTIFICATION. THE ANNUAL CERTIFICATION REQUIRES EACH TRUSTEE, OFFICER AND KEY EMPLOYEE OF THE FOUNDATION TO DISCLOSE IN WRITING THE EXISTENCE OF ANY POTENTIAL CONFLICTS OF INTEREST, TO CERTIFY COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND TO AGREE TO ABIDE BY IT. THE SIGNED CERTIFICATIONS ARE REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE. IF AN INDIVIDUAL BECOMES AWARE THAT HE OR SHE MAY BE INVOLVED IN A POTENTIALLY CONFLICTED TRANSACTION, HE OR SHE WILL IMMEDIATELY DISCLOSE THE EXISTENCE AND MATERIAL FACTS OF HIS OR HER INTEREST IN THE CONFLICTED TRANSACTION TO THE EXECUTIVE DIRECTOR OF THE FOUNDATION, WHO WILL REPORT THE MATTER TO THE CHAIR OF THE AUDIT COMMITTEE. BOARD DISCUSSIONS PERTAINING TO THE CONFLICT (AND ITS RESOLUTION) ARE DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION PAID TO THE FOUNDATION'S EXECUTIVE DIRECTOR IS DETERMINED BY AN UNRELATED THIRD PARTY: THE STATE OF NEW YORK. THE STATE HAS ESTABLISHED COMPENSATION GUIDELINES WHEREBY COMPENSATION IS CAPPED AT A SPECIFIC LEVEL. THE FOUNDATION HAS NO DISCRETION TO MODIFY THE COMPENSATION THRESHOLDS ESTABLISHED BY THE STATE; HOWEVER, THE FOUNDATION MAY APPROVE A REQUEST FROM THE UNIVERSITY TO PROVIDE ADDITIONAL COMPENSATION IN AN EFFORT TO ATTRACT TALENT AND PAY THESE INDIVIDUALS AT A MARKET RATE RENDERING SERVICES TO THE FOUNDATION. SUCH ADDITIONAL COMPENSATION IS THEN APPROVED BY THE FOUNDATION BOARD. THE COMPENSATION IS MEMORIALIZED IN AN EMPLOYMENT CONTRACT NOTING THAT A PORTION OF SALARY WILL COME FROM STONY BROOK FOUNDATION AND ANOTHER PORTION FROM THE UNIVERSITY, CAUSING CERTAIN EMPLOYEES TO RECEIVE TWO W-2'S. LINE 15B: PROCESS FOR DETERMINING COMPENSATION THE COMPENSATION PAID TO THE FOUNDATION'S OTHER OFFICERS (COO, CFO AND CIO) IS RECOMMENDED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, AND IS REVIEWED BY AN UNRELATED THIRD PARTY TAX-EXEMPT ORGANIZATION TO DETERMINE IF COMPENSATION IS APPROPRIATE AND WITHIN THE GUIDELINES OF INDUSTRY STANDARDS. THE APPROVED COMPENSATION IS THEN MEMORIALIZED IN AN EMPLOYMENT CONTRACT. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABILITY OF DOCUMENTS TO THE PUBLIC STONY BROOK FOUNDATION, INC. MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. |
| FORM 990, PART VII: | COMPENSATION IN THE INTEREST OF CLARITY, THE FOUNDATION IS PROVIDING CONTEXT ON THE COMPENSATION REPORTED IN BOTH PART VII AND SCHEDULE J OF THE FORM 990. DR. MAURIE MCINNIS, EX-EFFICIO TRUSTEE, IS A NY STATE UNIVERSITY EMPLOYEE. IN 2009, THE STONY BROOK FOUNDATION WAS ASKED BY THE SUNY CHANCELLOR AND SUNY BOARD OF TRUSTEES TO SUPPLEMENT THE PRESIDENT'S COMPENSATION. CONSISTENT WITH ITS MISSION TO HELP ADVANCE THE MISSION OF THE UNIVERSITY, THE STONY BROOK FOUNDATION BOARD APPROVED THIS EXPENSE AND CONTINUES TO PROVIDE ANNUAL SALARY SUPPORT. THIS COMPENSATION ARRANGEMENT IS REPORTED IN THE INDIVIDUAL'S ANNUAL CONFLICT OF INTEREST DISCLOSURE THAT IS SHARED WITH THE FOUNDATION'S BOARD OF DIRECTORS TO ENSURE ABSOLUTE TRANSPARENCY. DR. MCINNIS'S COMPENSATION, AS REPORTED ON THE FORM 990, PART VII, REPRESENTS THE AMOUNT PAID BY THE FOUNDATION; TO THE EXTENT DR. MCINNIS IS COMPENSATED BY SUNY, IT IS NOT DISCLOSED ON THIS FORM 990 AS SUNY IS NOT A RELATED PARTY AND THE SERVICES FOR WHICH SHE WAS COMPENSATED WERE NOT RENDERED TO THE FOUNDATION. FINALLY, IT SHOULD BE NOTED THAT DR. MCINNIS IS DIRECTLY INVOLVED IN FUNDRAISING ON THE FOUNDATION'S BEHALF, HOWEVER, THE COMPENSATION REPORTED ON THE FORM 990 IS NOT SPECIFICALLY TIED TO THOSE FUNDRAISING EFFORTS. CFO & COO, JASON HSUEH, 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, JO-ANN DANIELS, DEBORAH LOWEN-KLEIN, TARA STENZEL-FLEMING, AND DANIELLE HOLTON, LIKEWISE, RECEIVE THEIR COMPENSATION FROM AN UNRELATED THIRD PARTY TAX-EXEMPT ORGANIZATION. THERE IS A SALARY CAP FOR STATE UNIVERSITY EMPLOYEE: MS. GOMES. IN RESPONSE TO THE UNIVERSITY'S OCCASIONAL REQUEST, THE STONY BROOK FOUNDATION'S BOARD DOES REVIEW AND APPROVE FUNDS FOR ADDITIONAL COMPENSATION TO THE UNIVERSITY EMPLOYEES SO THAT THE UNIVERSITY CAN RECRUIT THE BEST PEOPLE FOR THE JOB. INDIVIDUAL EMPLOYEES' CONTRACTS OUTLINE THE PORTION OF THEIR SALARY THAT WILL COME FROM STONY BROOK FOUNDATION AND ANOTHER PORTION FROM THE UNIVERSITY, CAUSING CERTAIN EMPLOYEES TO RECEIVE TWO W-2'S. BENEFITS ARE PROVIDED BY THE STATE UNIVERSITY OF STONY BROOK. |
| GENERAL STATEMENT REGARDING THE PPP LOAN: | THE FOUNDATION RECEIVED A PAYCHECK PROTECTION PROGRAM ("PPP") LOAN OF $1,424,046 WHICH WAS EXCLUSIVELY USED TO HELP THE FOUNDATION SUBSIDIZE ITS PAYROLL. THE PPP LOAN ENABLED THE FOUNDATION TO RETAIN EMPLOYEES AND CONTINUE ITS MISSION TO SUPPORT STONY BROOK UNIVERSITY AND ITS STUDENTS, ENSURING ACCESS TO A WORLD-CLASS PUBLIC UNIVERSITY EDUCATION FOR STUDENTS FROM FAMILIES WITH LIMITED MEANS. THE FOUNDATION RECEIVED FULL FORGIVENESS OF ITS PPP LOAN BY THE SMALL BUSINESS ADMINISTRATION; THE PPP LOAN IS RECORDED AS GOVERNMENTAL GRANT REVENUE IN PART VIII, LINE 1(E). |
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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| STONY BROOK FOUNDATION REALITY INC | ||
| C | $929,856 | CASH |
| STONY BROOK FOUNDATION REALITY INC | ||
| D | $68,434 | COST |
Comments