STONY BROOK FOUNDATION INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: STONY BROOK FOUNDATION INC (EIN 11-6077945)
Tax period: 2015-07-01 to 2016-06-30
Filed: 2017-05-15
IRS object ID: 201701359349308380
Schema version: 2015v3.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-15T14:47:17-05:00	ReturnTs
Tax Period End	2016-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 AVE 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	2015-07-01	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)
In Care Of	% JASON HSUEH	InCareOfNm
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	DEXTER BAILEY	PersonNm
Person Title	Managing Director	PersonTitleTxt
Signature	2017-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Scott Thompsett	PreparerPersonNm
PTIN	P00741490	PTIN
Phone	2125990100	PhoneNum
Preparation	2017-05-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Dexter Bailey	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	$192,119,151	GrossReceiptsAmt
Group Return For Affiliates	false	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 mission and goals of Suny Stony brook (also referred to as Stony Brook University) by facilitating, accepting and managing philanthropic gifts.	ActivityOrMissionDesc
Voting Members Governing Body	21	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	9	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$1,465,060	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$1,210,034	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$39,770,483	PYContributionsGrantsAmt
CY Contributions Grants	$49,531,605	CYContributionsGrantsAmt
PY Program Service Revenue	$2,681,837	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,529,065	CYProgramServiceRevenueAmt
PY Investment Income	$6,280,272	PYInvestmentIncomeAmt
CY Investment Income	$13,198,506	CYInvestmentIncomeAmt
PY Other Revenue	$1,243,192	PYOtherRevenueAmt
CY Other Revenue	$2,014,806	CYOtherRevenueAmt
PY Total Revenue	$49,975,784	PYTotalRevenueAmt
CY Total Revenue	$67,273,982	CYTotalRevenueAmt
PY Grants And Similar Paid	$32,075,089	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$21,283,151	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$8,796,077	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$9,209,283	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$65,000	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$70,000	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$3,998,496	CYTotalFundraisingExpenseAmt
PY Other Expenses	$20,198,310	PYOtherExpensesAmt
CY Other Expenses	$20,560,636	CYOtherExpensesAmt
PY Total Expenses	$61,134,476	PYTotalExpensesAmt
CY Total Expenses	$51,123,070	CYTotalExpensesAmt
PY Revenues Less Expenses	-$11,158,692	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$16,150,912	CYRevenuesLessExpensesAmt
Total Assets BOY	$432,581,906	TotalAssetsBOYAmt
Total Assets EOY	$440,523,703	TotalAssetsEOYAmt
Total Liabilities BOY	$49,313,188	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$39,951,506	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$383,268,718	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$400,572,197	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE STONY BROOK FOUNDATION, INC. IS A NOT-FOR-PROFIT CORPORATION WITHOUT MEMBERS FORMED IN 1965 UNDER THE NEW YORK MEMBERSHIP CORPORATION LAW WITH THE CONSENT OF THE EDUCATION DEPARTMENT. ITS EXEMPT PURPOSE IS TO ADVANCE THE MISSION AND GOALS OF SUNY STONY BROOK (ALSO REFERRED TO AS STONY BROOK UNIVERSITY) BY FACILITATING, ACCEPTING, AND MANAGING PHILANTHROPIC GIFTS AND GRANTS FOR THE BENEFIT OF THE UNIVERSITY, THE UNIVERSITY MEDICAL CENTER, AND THE LONG ISLAND STATE VETERANS HOME.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$18,021,286	ExpenseAmt
Grant	$11,345,399	GrantAmt
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 Medical and Research Translation (MART) 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 Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$11,837,204	ExpenseAmt
Grant	$5,011,591	GrantAmt
Revenue	$282,107	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 Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$3,665,559	ExpenseAmt
Grant	$960,515	GrantAmt
Desc	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), Parkinson disease research (The Thomas Hartman Center for Parkinson's Research), environmental and sustainability research (Shinnecock Bay Restoration Program), Chemical biology research, mercury exposure through the consumption of marine fish, research in New conjugated Materials and many other various research efforts.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	GrantGrantAmt	DescDesc	RevenueRevenueAmt
$3,007,053	$1,307,044	Public Serv., Admin. Supp. & Student Support
$2,766,846	$2,658,602	Fin. Aid.
		Fiscal Agent	$2,529,065

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,773,899	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$3,965,646	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$2,529,065	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$39,297,948	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	Yes (true)	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	Yes (true)	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (true)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	1	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	9	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	BF	ForeignCountryCd
Foreign Country	BD	ForeignCountryCd
Foreign Country	CA	ForeignCountryCd
Foreign Country	CJ	ForeignCountryCd
Foreign Country	UC	ForeignCountryCd
Foreign Country	EI	ForeignCountryCd
Foreign Country	SW	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed	Yes (true)	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	21	GoverningBodyVotingMembersCnt
Independent Voting Member	19	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	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	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	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

Field	Value	IRS element (for citing)
Person	JASON HSUEH	PersonNm
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 (28 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Mr Richard L Gelfond
Trustee, Chair	4.0	0.1	Yes (X)	Yes (X)	$0	$0	$0
Mr David E Acker
Trustee, Vice Chair	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Dr James H Simons
Trustee, Chair Emeritus	1.0	0.1	Yes (X)	Yes (X)	$0	$0	$0
Mr Cary F Staller
Trustee, Secretary	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
Dr Nancy Rauch Douzinas
Trustee, Treasurer	1.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
Dr Ashvin B Chhabra
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Dr Barry S Coller
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Mr Guy-Max Delphin
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Mr Barry M Fox Esq
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Mr Stuart D Goldstein
Trustee	0.5	0.1	Yes (X)		$0	$0	$0
Ms Karen Keogh
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Mr William L Knapp
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Dr Laurie Landeau
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Dr Henry B Laufer
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Ms Dorothy Lichtenstein
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Dr Nirmal Mattoo
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Mr Richard T Nasti Esq
Trustee	0.5	0.1	Yes (X)		$0	$0	$0
Ms Louise Phanstiel CPA
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Mr Leonard A Spivak Esq
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Ms Susan Steinhardt Esq
Trustee	0.5	0.0	Yes (X)		$0	$0	$0
Dr Samuel L Stanley Jr
Ex-Officio Trustee (Voting)	3.0	0.2	Yes (X)		$250,000	$0	$0
Mr Dexter A Bailey Jr
Executive Director	4.0	1.0		Yes (X)	$186,497	$0	$0
Mr Lyle Gomes
CFO (Thru 3/2016)	0.3	0.0		Yes (X)	$9,744	$0	$5,493
Mr Jason W Hsueh
CFO & COO	37.5	0.0		Yes (X)	$236,385	$0	$102,237
Ms Erin Abouzaid
CIO (Thru 4/2016)	37.5	0.0		Yes (X)	$262,268	$0	$113,431
Dr Dionissios Assanis
Prvost & SVP (thru 6/16)	0.0	0.0			$236,965	$0	$0	Yes (X)
Dr Kenneth Kaushansky
Dean, School of Medicine	0.0	0.0			$141,720	$0	$0	Yes (X)
Dr Lewis Pasternak
CEO & VP for Health Systems	0.0	0.0			$360,313	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,683,892	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$221,161	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	7	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (true)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
SIMPSON SCARBOROUGH LLC
25 EAST BROADWAY	ALEXANDRIA	VA	22314	Branding Services	$1,428,148
SCGP CAFE LLC
SIMONS CENTER 100 Nicolls Road	STONY BROOK	NY	11794	Academic Activities	$933,818
Investment Manager CO SBF
230 Administration	STONY BROOK	NY	11794	INVESTMENT Manag.	$732,080
Investment Manager CO SBF
230 Administration	STONY BROOK	NY	11794	INVESTMENT Manag.	$579,771
Investment Manager CO SBF
230 Administration	STONY BROOK	NY	11794	INVESTMENT Manag.	$445,573

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	31	CntrctRcvdGreaterThan100KCnt
Membership Dues	$334,100	MembershipDuesAmt
Fundraising	$2,552,347	FundraisingAmt
Government Grants	$12,500	GovernmentGrantsAmt
All Other Contributions	$46,632,658	AllOtherContributionsAmt
Noncash Contributions	$1,027,834	NoncashContributionsAmt
Total Contributions	$49,531,605	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CONTRACTUAL AGENCY FEES	Desc
Business	711300	BusinessCd
Total Revenue Column	$2,529,065	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,529,065	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,529,065	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,494,532	TotalRevenueColumnAmt
Unrelated Business Revenue	$1,465,060	UnrelatedBusinessRevenueAmt
Exclusion	$1,029,472	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$52,758	TotalRevenueColumnAmt
Exclusion	$52,758	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$309,195	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$309,195	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$309,195	TotalRevenueColumnAmt
Exclusion	$309,195	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$135,057,995	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$124,346,702	SecuritiesAmt
Other	$7,319	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$10,711,293	SecuritiesAmt
Other	-$7,319	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,703,974	TotalRevenueColumnAmt
Exclusion	$10,703,974	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$239,552	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$2,552,347	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$456,095	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$216,543	TotalRevenueColumnAmt
Exclusion	-$216,543	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$20,650	GamingGrossIncomeAmt
Gaming Direct Expenses	$2,765	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,885	TotalRevenueColumnAmt
Exclusion	$17,885	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$25,859	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$32,288	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$6,429	TotalRevenueColumnAmt
Exclusion	-$6,429	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRACTED SERVICES	900099	$1,509,332	$1,509,332
NCAA ATHLETICS REVENUE	900099	$241,664		$241,664
MUSEUM ADMISSION TO THE PK HOUSE	900099	$40,443		$40,443

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$66,501	TotalRevenueColumnAmt
Exclusion	$66,501	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,857,940	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$67,273,982	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,811,172	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,465,060	UnrelatedBusinessRevenueAmt
Exclusion	$13,466,145	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$15,871,048	TotalAmt
Program Services	$15,871,048	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$2,887,079	TotalAmt
Program Services	$2,887,079	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,525,024	TotalAmt
Program Services	$2,525,024	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,236,742	TotalAmt
Program Services	$582,279	ProgramServicesAmt
Management And General	$350,500	ManagementAndGeneralAmt
Fundraising	$303,963	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$5,823,734	TotalAmt
Program Services	$3,792,413	ProgramServicesAmt
Management And General	$1,174,776	ManagementAndGeneralAmt
Fundraising	$856,545	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$2,061,657	TotalAmt
Program Services	$1,084,070	ProgramServicesAmt
Management And General	$516,894	ManagementAndGeneralAmt
Fundraising	$460,693	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$87,150	TotalAmt
Program Services	$78,838	ProgramServicesAmt
Fundraising	$8,312	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$89,539	TotalAmt
Management And General	$89,539	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$131,100	TotalAmt
Management And General	$131,100	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$180,000	TotalAmt
Program Services	$180,000	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$70,000	TotalAmt
Fundraising	$70,000	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$5,223,370	TotalAmt
Management And General	$5,223,370	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$3,311,285	TotalAmt
Program Services	$2,389,692	ProgramServicesAmt
Management And General	$167,939	ManagementAndGeneralAmt
Fundraising	$753,654	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,388,108	TotalAmt
Program Services	$1,678,551	ProgramServicesAmt
Fundraising	$709,557	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,561,805	TotalAmt
Program Services	$1,434,170	ProgramServicesAmt
Management And General	$29,786	ManagementAndGeneralAmt
Fundraising	$97,849	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$214,592	TotalAmt
Program Services	$183,189	ProgramServicesAmt
Management And General	$17,347	ManagementAndGeneralAmt
Fundraising	$14,056	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$620,218	TotalAmt
Program Services	$619,926	ProgramServicesAmt
Fundraising	$292	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,432,867	TotalAmt
Program Services	$1,358,377	ProgramServicesAmt
Management And General	$5,463	ManagementAndGeneralAmt
Fundraising	$69,027	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,314,360	TotalAmt
Program Services	$2,032,990	ProgramServicesAmt
Management And General	$15,162	ManagementAndGeneralAmt
Fundraising	$266,208	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$84,614	TotalAmt
Program Services	$84,614	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$329,676	TotalAmt
Program Services	$327,594	ProgramServicesAmt
Management And General	$2,082	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$136,096	TotalAmt
Program Services	$58,118	ProgramServicesAmt
Management And General	$77,978	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
EQUIPMENT AND RENTALS	$872,306	$548,843	$18,261	$305,202
FEDERAL/STATE TAXES(UBIT)	$513,485	$513,485
REPAIRS AND MAINTENANCE	$381,002	$378,125	$1,590	$1,287
BUILDING ALTERATIONS	$252,263	$252,263

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$523,950	TotalAmt
Program Services	$437,260	ProgramServicesAmt
Management And General	$4,839	ManagementAndGeneralAmt
Fundraising	$81,851	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$51,123,070	TotalAmt
Program Services	$39,297,948	ProgramServicesAmt
Management And General	$7,826,626	ManagementAndGeneralAmt
Fundraising	$3,998,496	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$12,160,380	BOYAmt
EOY	$13,800,330	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$60,528,804	BOYAmt
EOY	$96,614,029	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$77,415,876	BOYAmt
EOY	$66,449,131	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$256,629	BOYAmt
EOY	$706,333	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$180,000	BOYAmt
EOY	$20,000	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$411,419	BOYAmt
EOY	$368,434	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$38,317	BOYAmt
EOY	$25,889	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$526,001	BOYAmt
EOY	$548,922	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$14,867,859	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,805,699	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$12,182,759	BOYAmt
EOY	$12,062,160	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$33,388,912	BOYAmt
EOY	$33,927,685	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$232,457,834	BOYAmt
EOY	$212,974,559	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$3,000,000	BOYAmt
EOY	$3,000,000	EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$34,975	BOYAmt
EOY	$26,231	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$432,581,906	BOYAmt
EOY	$440,523,703	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,245,153	BOYAmt
EOY	$7,120,746	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$67,295	BOYAmt
EOY	$124,653	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,435,000	BOYAmt
EOY	$1,230,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$38,977,041	BOYAmt
EOY	$30,853,857	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$588,699	BOYAmt
EOY	$622,250	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$49,313,188	BOYAmt
EOY	$39,951,506	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$25,714,317	BOYAmt
EOY	$27,506,141	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$201,923,774	BOYAmt
EOY	$207,648,692	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$155,630,627	BOYAmt
EOY	$165,417,364	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$383,268,718	BOYAmt
EOY	$400,572,197	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$432,581,906	BOYAmt
EOY	$440,523,703	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$16,150,912	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,152,567	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	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 (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	$175,716,151	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$77,940,808	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$55,707,361	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$39,770,483	CurrentTaxYearMinus1YearAmt
Current Tax Year	$49,531,605	CurrentTaxYearAmt
Total	$398,666,408	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$175,716,151	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$77,940,808	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$55,707,361	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$39,770,483	CurrentTaxYearMinus1YearAmt
Current Tax Year	$49,531,605	CurrentTaxYearAmt
Total	$398,666,408	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$188,894,146	SubstantialContributorsTotAmt
Public Support Total170	$209,772,262	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,870,515	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$743,646	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$747,772	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$748,823	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,391,425	CurrentTaxYearAmt
Total	$5,502,181	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,341,237	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,437,650	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,014,445	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,215,610	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,465,060	CurrentTaxYearAmt
Total	$6,474,002	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$515,464	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$312,244	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$382,357	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,069,691	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,861,894	CurrentTaxYearAmt
Total	$4,141,650	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$414,784,241	TotalSupportAmt
Gross Receipts Rltd Activities	$10,458,824	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.50574	PublicSupportCY170Pct
Public Support PY170	0.48157	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp

Total Direct Lobbying TotalDirectLobbyingGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$180,000	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$180,000	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$50,963,858	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$51,143,858	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

Field	Value	IRS element (for citing)
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp

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	$228,200	CurrentYearMinus3Amt
Current Year Minus2	$180,000	CurrentYearMinus2Amt
Current Year Minus1	$180,000	CurrentYearMinus1Amt
Current Year	$180,000	CurrentYearAmt
Total	$768,200	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	$120,652	RevenuesIncludedAmt
Assets Included	$6,911,618	AssetsIncludedAmt

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$207,914,116	BeginningYearBalanceAmt
Contributions	$18,280,843	ContributionsAmt
Investment Earnings Or Losses	$9,985,414	InvestmentEarningsOrLossesAmt
Other Expenditures	$11,064,534	OtherExpendituresAmt
Administrative Expenses	$5,458,964	AdministrativeExpensesAmt
End Year Balance	$219,656,875	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$196,350,990	BeginningYearBalanceAmt
Contributions	$9,873,999	ContributionsAmt
Investment Earnings Or Losses	$17,610,964	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,727,041	OtherExpendituresAmt
Administrative Expenses	$6,194,796	AdministrativeExpensesAmt
End Year Balance	$207,914,116	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$154,681,221	BeginningYearBalanceAmt
Contributions	$40,858,611	ContributionsAmt
Investment Earnings Or Losses	$15,404,060	InvestmentEarningsOrLossesAmt
Other Expenditures	$9,094,839	OtherExpendituresAmt
Administrative Expenses	$5,498,063	AdministrativeExpensesAmt
End Year Balance	$196,350,990	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$125,375,578	BeginningYearBalanceAmt
Contributions	$28,743,981	ContributionsAmt
Investment Earnings Or Losses	$14,566,320	InvestmentEarningsOrLossesAmt
Other Expenditures	$8,183,308	OtherExpendituresAmt
Administrative Expenses	$5,821,350	AdministrativeExpensesAmt
End Year Balance	$154,681,221	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$110,284,200	BeginningYearBalanceAmt
Contributions	$22,681,138	ContributionsAmt
Investment Earnings Or Losses	$5,096,804	InvestmentEarningsOrLossesAmt
Other Expenditures	$10,060,290	OtherExpendituresAmt
Administrative Expenses	$2,626,274	AdministrativeExpensesAmt
End Year Balance	$125,375,578	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.02180	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.75250	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.22570	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,122,854	OtherCostOrOtherBasisAmt
Book Value	$1,122,854	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,776,168	OtherCostOrOtherBasisAmt
Depreciation	$2,369,226	DepreciationAmt
Book Value	$4,406,942	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$134,483	OtherCostOrOtherBasisAmt
Depreciation	$88,177	DepreciationAmt
Book Value	$46,306	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,834,354	OtherCostOrOtherBasisAmt
Depreciation	$348,296	DepreciationAmt
Book Value	$6,486,058	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$12,062,160	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (6 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
INVESTMENTS IN MULTI-STRATEGY	$99,249,619	F
INVESTMENTS IN US EQUITY FUNDS	$84,398,919	F
INVESTMENTS IN PRIVATE EQUITY	$17,247,990	F
INVESTMENTS IN GLOBAL EQUITY	$9,200,756	F
INVESTMENTS IN CORE-PROPERTY	$2,241,525	F
INVESTMENTS IN DIVERSIFIED FIX	$635,750	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$212,974,559	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITIES PAYABLE	Desc
Amt	$622,250	Amt

Field	Value	IRS element (for citing)
Total Liability	$622,250	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$68,979,043	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$1,152,567	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$72,846	DonatedServicesAndUseFcltsAmt
Revenue Not Reported	$1,225,413	RevenueNotReportedAmt
Revenue Subtotal	$67,753,630	RevenueSubtotalAmt
Other Revenues Not Included	-$479,648	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$479,648	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$67,273,982	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$51,675,564	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$72,846	DonatedServicesUseFcltsAmt
Other Expenses Included	$479,648	OtherExpensesIncludedAmt
Expenses Not Reported	$552,494	ExpensesNotReportedAmt
Expenses Subtotal	$51,123,070	ExpensesSubtotalAmt
Total Expenses Per Form990	$51,123,070	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
ORGANIZATIONS COLLECTIONS OF ART, HISTORICAL TREASURES OR OTHER ASSETS	SCHEDULE D, Part III, Line 4 The foundation owns the Pollock-krasner house and study center. The center operates as a museum and library. The extensive research collections developed at the center attract scholars, students and researchers from around the world. The United States department of the interior has designated it as a national historic landmark. The foundation also owns various books, photographs, journal collections, and fine arts used to further the mission of suny stony brook by nurturing academic instruction, research, library and public service.
ESCROW AND CUSTODIAL ARRANGEMENTS	SCHEDULE D, Part IV, Line 2b The foundation holds funds as a trustee/disbursing agent for auxiliary agencies of stony brook university, which amounted to $30,853,857 as of June 30, 2016. 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 $2,529,065 for fiscal year 2016, which is included in contracts and other support in the combined statement of activities.
ENDOWNMENT FUNDS	SCHEDULE D, Part V, Line 4 The Foundation's endowment is intended to subsidize its charitable mission of supporting Stony Brook University's educational programs. Although the Foundations 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 therefrom to fund various charitable programs and initiatives.
ASC 740 FOOTNOTE	SCHEDULE D, Part X, Line 2 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 respective tax-exempt status; to identify and report unrelated income; to determine its filing and tax obligations in jurisdictions for which it was nexus; and to identify and evaluate other matters that may be considered tax positions. The tax years ending June 30, 2013, 2014, 2015, and 2016 are still open to audit for both federal and state purposes. The Foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements.
RECONCILIATION OF REVENUE WITH AFS	SCHEDULE D, Part XI, Line 4b Special Events Expenses Reclassed to Revenue ($456,095) Gaming ACTIVITIES RELATED TO FUNDRAISING ACTIVITIES reclassed to Revenue (2,765) Cost of Goods Sold Reclassed to Revenue (20,788) ----------- Total ($479,648) ===========
RECONCILIATION OF EXPENSES WITH AFS	SCHEDULE D, Part XII, Line 4b Special Events Expenses Reclassed to Revenue $456,095 Gaming ACTIVITIES RELATED TO FUNDRAISING ACTIVITIES reclassed to Revenue 2,765 Cost of Goods Sold Reclassed to Revenue 20,788 ----------- Total $479,648 =========== ===========

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Sub-Saharan Africa	Grantmaking	$2,505,024
Europe (Including Iceland and Greenland)	Grantmaking	$20,000
East Asia and the Pacific	Program Services	$5,100	Education
Central America and the Caribbean	Program Services	$21,140	Research
Sub-Saharan Africa	Program Services	$27,150	Research
Sub-Saharan Africa	Investments	$3,000,000	Program Related Loan
Central America and the Caribbean	Investments	$139,735,922	Multiple Managers

Field	Value	IRS element (for citing)
Subtotal Spent	$145,314,336	SubtotalSpentAmt
Total Spent	$145,314,336	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan Africa	General support	$1,223,289	WIRE
Sub-Saharan Africa	Construction/Operations	$1,281,735	WIRE
Europe (Including Iceland and Greenland)	Support News Literacy	$20,000	WIRE

Field	Value	IRS element (for citing)
Total501c3 Org	5	Total501c3OrgCnt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

ORGANIZATIONS PROCEDURES FOR MONITORING THE USE OF GRANTS OUTSIDE U.S.

SCHEDULE F, Part I, Line 2 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.

FOREIGN FORMS

Schedule F, Part IV STONY BROOK FOUNDATION, INC. INVESTS IN DOMESTIC AND FOREIGN LIMITED PARTNERSHIPS THAT MAY OWN AN INTEREST IN A FOREIGN CORPORATION, PASSIVE FOREIGN INVESTMENT COMPANY, OR FOREIGN PARTNERSHIP. NEVERTHELESS, THE FOUNDATION'S INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR FILING THE FORMS 926, 5471, 8621 OR 8865. TO THE EXTENT SUCH A FORM WAS COMPLETED, IT HAS BEEN FILED WITH THE ORGANIZATION'S FORM 990-T.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Field	Value	IRS element (for citing)
Person	Event Associates Inc 162 W 56th	PersonNm
Activity	Fundraising Event	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Gross Receipts	$2,045,600	GrossReceiptsAmt
Retained By Contractor	$70,000	RetainedByContractorAmt
Net To Organization	$1,975,600	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$2,045,600	TotalGrossReceiptsAmt
Total Retained By Contractors	$70,000	TotalRetainedByContractorsAmt
Total Net To Organization	$1,975,600	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	SB GALA 2016	Event1Nm
Gross Receipts Event1	$1,990,600	GrossReceiptsEvent1Amt
Charitable Contri Event1	$1,926,975	CharitableContriEvent1Amt
Gross Revenue Event1	$63,625	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$9,971	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$149,722	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$1,432	OtherDirectExpensesEvent1Amt
Event2	LISVH Golf	Event2Nm
Gross Receipts Event2	$180,276	GrossReceiptsEvent2Amt
Charitable Contri Event2	$141,949	CharitableContriEvent2Amt
Gross Revenue Event2	$38,327	GrossRevenueEvent2Amt
Food And Beverage Event2	$26,354	FoodAndBeverageEvent2Amt
Entertainment Event2	$14,100	EntertainmentEvent2Amt
Other Direct Expenses Event2	$8,514	OtherDirectExpensesEvent2Amt
Other Events Total	17	OtherEventsTotalCnt
Gross Receipts Other Events	$621,023	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$483,423	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$137,600	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$3,621	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$149,122	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$10,571	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$82,688	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$2,791,899	GrossReceiptsTotalAmt
Charitable Contributions Tot	$2,552,347	CharitableContributionsTotAmt
Gross Revenue Total Events	$239,552	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$13,592	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$325,198	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$24,671	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$92,634	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$456,095	DirectExpenseSummaryEventsAmt
Net Income Summary	-$216,543	NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

Field	Value	IRS element (for citing)
Gross Revenue Other Gaming	$20,650	GrossRevenueOtherGamingAmt
Cash Prizes Other Gaming	$2,000	CashPrizesOtherGamingAmt
Non Cash Prizes Other Gaming	$561	NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming	$204	OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming	false	VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming	$20,650	GrossRevenueTotalGamingAmt
Cash Prizes Total Gaming	$2,000	CashPrizesTotalGamingAmt
Non Cash Prizes Total Gaming	$561	NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming	$204	OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming	$2,765	DirectExpenseSummaryGamingAmt
Net Gaming Income Summary	$17,885	NetGamingIncomeSummaryAmt

Field	Value	IRS element (for citing)
States Where Gaming Conducted	NY	StatesWhereGamingConductedCd
Licensed	Yes (true)	LicensedInd
License Suspended Etc	false	LicenseSuspendedEtcInd
Gaming With Nonmembers	false	GamingWithNonmembersInd
Member Of Other Entity	false	MemberOfOtherEntityInd
Gaming Own Facility	1.00000	GamingOwnFacilityPct
Individual With Books	Jo-Ann Daniels	IndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	230 Administration Bldg	AddressLine1Txt
City	Stony Brook	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11794	ZIPCd

Field	Value	IRS element (for citing)
Cntrct With3rd Prty For Game Rev	false	CntrctWith3rdPrtyForGameRevInd
Gaming Manager Person	Jonathan Spier	GamingManagerPersonNm
Gaming Manager Compensation	$0	GamingManagerCompensationAmt
Gaming Manager Services Prov	Member in Charge	GamingManagerServicesProvTxt
Gaming Manager Is Employee	Yes (X)	GamingManagerIsEmployeeInd
Charitable Distribution Rqr	false	CharitableDistributionRqrInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule G, PART III line 16	FormAndLineReferenceDesc
Explanation	The individual in charge of overseeing the Foundation's FUNDRAISING gaming activities is not compensated for that job responsibility; he undertakes this role as part of his ordinary business endeavors.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1Txt	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 UNIV
S5422 FRANK MELVILLE	Stony Brook	NY	11794	141368361	501(C)(3)	$1,280,242	Research Awards
STONY BROOK UNIVERSITY OFFICE
261 ADMIN BLDG	Stony Brook	NY	11794	146013200	GOVERNMENT	$13,252,869	Educational Supplies	$1,057,497	book	Equipment
CARDIOVASCULAR & IMAGING RES FOUND OF NY
50 DAVIDS DRIVE	HAUPPAUGE	NY	11788	202597925	501(C)(3)	$90,458	Research Awards
ALUMNI ASSOC OF THE StUNIV OF NY at stony brook
1315 FM JRMEMLIBR	Stony Brook	NY	11794	510160098	501(C)(3)	$31,000	Operation Support
FACULTY STUDENT ASSOCIATION
250 STUDENT UNION	Stony Brook	NY	11794	111986378	501(C)(3)	$104,906	Research Awards
IMMUNOMATRIX LLC
25 HEALTH SCIENCES DR	Stony Brook	NY	11794	474216997		$12,500	Prizes & Awards

Field	Value	IRS element (for citing)
Total501c3 Org	5	Total501c3OrgCnt
Total Other Org	1	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 GRADUATE STUDENT FELLOWSHIPS	185	$601,119
Academic Prizes and Awards	555	$482,932
Student Aid	159	$131,630	$7,841	Book	Educational support
Scholarships	886	$1,663,557

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	ORGANIZATIONS PROCEDURES FOR MONITORING THE USE OF GRANTS IN U.S.	FormAndLineReferenceDesc
Explanation	SCHEDULE I, PART I, LINE 2 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.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	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
Dr Samuel L Stanley Jr
Ex-Officio Trustee (Voting)	$250,000	$0	$0	$0	$0	$0	$0	$0	$0	$250,000	$0	$0	$0
Mr Dexter A Bailey Jr
Executive Director	$6,000	$40,400		$140,097		$0		$0		$186,497		$0
Mr Jason W Hsueh
CFO & COO	$236,385	$0		$0		$0		$102,237		$338,622		$0
Ms Erin Abouzaid
CIO (Thru 4/2016)	$232,268	$30,000		$0		$0		$113,431		$375,699		$0
Dr Dionissios Assanis
Prvost & SVP (thru 6/16)	$110,000	$0		$126,965		$0				$236,965		$0
Dr Lewis Pasternak
CEO & VP for Health Systems	$200,000	$160,313		$0		$0		$0		$360,313		$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

TAX INDEMNIFICATION AND GROSS-UP PAYMENTS

SCHEDULE J, Part I, Line 1a The following individuals received a tax gross-up payment for their loan forgiveness, which was included in taxable income on their Form W-2 and is reported in Form 990, Schedule J, Part II, column (b)(iii): Executive Director, Dexter Bailey: $80,098 Provost & SVP for Academic Affairs, Dionissios Assanis: $66,965

METHOD OF ESTABLISHING COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR

SCHEDULE J, Part I, Line 3 The Foundations Executive Director is a State University Employee, and as such, the State (an unrelated government entity) determines appropriate compensation for the Executive Director and requests that the Foundation agree to bear a portion of the compensation. The Foundations Board relies on the States determination of appropriate overall compensation for the Executive Director and determines whether to approve payment of a portion of the compensation by the Foundation. Accordingly, since the Foundation does not establish the Executive Directors compensation, Form 990, Schedule J, Question 3 is left blank.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	Dionissios Assanis	PersonNm
Relationship With Org	Provost & SVP	RelationshipWithOrgTxt
Loan Purpose	Housing	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$300,000	OriginalPrincipalAmt
Balance Due	$20,000	BalanceDueAmt
Default	false	DefaultInd
Board Or Committee Approval	false	BoardOrCommitteeApprovalInd
Written Agreement	Yes (true)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$20,000	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Dr James Simons
Board member	$39,137,489	Investments Held	false
Dr James Simons
Board member	$1,291,840	Investment Fee	false

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS	FormAndLineReferenceDesc
Explanation	Schedule L, Part IV The Foundation holds investments with an investment firm where Dr. James Simons is the Chairman of the Board. The value of the Foundations holdings with the firm is $39,137,489; for the year ending June 30, 2016, the Foundation paid the investment firm $1,291,840 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	5	ContributionCnt
Noncash Contributions Rpt F990	$120,652	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	21	ContributionCnt
Noncash Contributions Rpt F990	$903,048	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	food and drinks	1	$2,500	FMV
Yes (X)	supplies	9	$1,634	FMV

Field	Value	IRS element (for citing)
Form8283 Received	2	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Third Party Assistance of Noncash Contributions	FormAndLineReferenceDesc
Explanation	Sch M, Part I, Line 32b To the extent the Foundation receives donations of securities, IT employs its OWN INVESTMENT BROKER TO liquidate those securities into cash for use in carrying out its charitable mission. Occasionally, the Foundation receives unique non-cash donations (e.g. of boats, etc); in those instances, the Foundation uses a third party vendor to dispose of the assets.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
AMOUNTS REPORTED ON LINE 15	FORM 990, PART I, LINE 15 Salaries, other compensation, AND employee benefits are comprised of support for campus programs, administrative offices and fundraising offices. For fiscal year 2016, the total support of $9,209,283 includes $5,537,599 related to campus programs, $2,042,170 related to administrative offices and $1,629,514 related to fundraising offices. Other Program Services Form 990, Part III, line 4d Public Serv., Admin. Supp. & Student Support 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. Fin. Aid. Stony Brook Foundation provided various student financial support to SUNY Stony Brook as well as to SUNY Stony Brooks 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. Fiscal Agent The foundation holds funds as a trustee/disbursing agent for auxiliary agencies of stony brook university, which amounted to $30,853,857 as of June 30, 2016. 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 $2,529,065 for fiscal year 2016, which is included in contracts and other support in the combined statements of activities. Delegation of AUTHORITY Form 990, part VI, section A, line 1 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 or to amend, repeal or adopt new foundation bylaws. 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 obliged to notify the full board in a responsible time frame in reference to the aforementioned. 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, reviewing compensation of all conflicts of interest, procurement or termination and overseeing the foundation's trustees and officers insurance coverage and will also carry out any other responsibilities and duties delegated to it by the board from time to time. 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 borad from time to time. The Foundation's governance committee develops, reviews and recommends to the board, foundation corporate governance principles and will also carry out any other responsibilities and duties delegated to it by the board from time to time. 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 Foundation's nominating committee assists the Board by identifying individuals qualified to become trustees and selection, or recommending that the board select, the candidates for all trusteeships to be filled by the board and will also carry out any other responsibilities and duties delegated to it by the board from time to time. duties delegated to it by the board from time to time. Family or Business Relationships Form 990, Part VI, Section A, line 2 MR. Acker and Dr. Simons have a Business relationship. Dr. chhabra and Dr. Simons have a Business relationship. Dr. laufer and Dr. Simons have a Business relationship.
CONTEMPORANEOUS DOCUMENTATION	Form 990, part VI, section A, line 8b The foundation adopted policies pursuant to which the board and all committees of the board will contemporaneously document in minutes the meetings held (other than in executive session) And written actions undertaken.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	Form 990, Part VI, section B, Line 11 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.
ENFORCEMENT OF CONFLICT OF INTEREST POLICY	Form 990, Part VI, Section B, Line 12c Pursuant to the Foundation's bylaws (article IV, Section 11), all Board of Trustees Members, officers and key employees are required to complete an annual conflict of interest certification. The Internal Revenue Service requires that the Foundation disclose relationships among current and certain former members of the Board of Trustees, officers, certain employees, family members, certain independent contractors and entities in which these individuals have an ownership interest. 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 shall be maintained by the CFO & COO of the Foundation. 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 Audit Committee or the Board of Trustees, as applicable. Board discussions pertaining to the conflict (and its resolution) are documented in the Board Minutes.
PROCESS FOR DETERMINING COMPENSATION	Form 990, Part VI, Section B, Lines 15A The compensation paid to the Foundations top management official (the 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-2s. Form 990, Part VI, Section B, Line 15B The compensation paid to the Foundations other officers (COO, CFO and CIO) is recommended by the Foundations 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.
AVAILABILITY OF DOCUMENTS TO THE PUBLIC	Form 990, Part VI, Line 19 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	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. The Foundation's Executive Director, Dexter Bailey, is a State University employee who undertakes two different job responsibilities: SENIOR VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT at the State University of Stony Brook and as Executive Director of the foundation. Mr. Bailey's compensation reported on Part VII of the Form 990 represents compensation paid by the Foundation for services rendered by Mr. Bailey in his capacity as Executive Director and not for any services he renders to the State University of Stony Brook. BENEFITS NOT DISCLOSED ON SCHEDULE J ARE PROVIDED BY THE STATE UNIVERSITY OF STONY BROOK. The funding to support State employee compensation is approved by the Foundations Board of Directors. Dr. Samuel Stanley, Ex-Officio Trustee, is a State University employee that participates in fundraising on behalf of the Foundation. Dr. Stanley's compensation reported on Part VII of the Form 990 is a PORTION OF HIS TOTAL COMPENSATION PACKAGE. DR. STANLEY'S TOTAL COMPENSATION IS ESTABLISHED AND APPROVED BY THE SUNY CHANCELLOR. BENEFITS ARE PROVIDED BY THE STATE UNIVERSITY OF STONY BROOK. The funding to support THE State employee compensation is approved by the Foundations Board of Directors. CFO & COO, Jason Hsueh, and CIO, Erin AbouZaid, 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. CHIEF FINANCIAL OFFICER, LYLE GOMES, IS A STATE UNIVERSITY EMPLOYEE WHO OCCASIONALLY RENDERS SERVICE TO THE FOUNDATION. HIS COMPENSATION REPORTED ON PART VII REPRESENTS AN ALLOCATION OF HIS STATE COMPENSATION THAT IS ATTRIBUTABLE TO SERVICES RENDERED TO 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. There is a salary cap for certain state university employees: Dr. Assanis, Dr. Kaushansky, and Dr. Pasternak. IN RESPONSE TO THE UNIVERSITY'S OCCASIONAL REQUEST, THE STONY BROOK FOUNDATION'S BOARD DOES REVIEW AND APPROVE FUNDS FOR ADDITIONAL COMPENSATION TO THE UNIVERSITY EMPLOYEES SO THAT THE UNIVERSITY CAN RECRUIT THE BEST PEOPLE FOR THE JOB. INDIVIDUAL EMPLOYEES' CONTRACTS OUTLINE THE PORTION OF THEIR SALARY THAT WILL COME FROM STONY BROOK FOUNDATION AND ANOTHER PORTION FROM THE UNIVERSITY, CAUSING CERTAIN EMPLOYEES TO RECEIVE TWO W-2'S. BENEFITS ARE PROVIDED BY THE STATE UNIVERSITY OF STONY BROOK.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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
Stony Brook Foundation Realty
230 Administration	Stony Brook	NY	11794	112622814	Real Estate	NY	501(c)(3)	11-I	SBF	Yes (true)
Stony Brook Foundation Delaware
230 Administration	Stony Brook	NY	11794	133550753	Real Estate	NY	501(c)(3)	11-I	SBF	Yes (true)
Long Island High Tech Incubator Inc
25 east loop road	Stony Brook	NY	11790	113059018	Develop Tech	NY	501(c)(3)	09	NA	false

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