Nonprofit · EIN 11-6077945
STONY BROOK FOUNDATION INC
Tax-exempt · STONY BROOK, NY 11794
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $232,533,635 | $83,640,072 | $148,893,563 | $1,481,679,910 | $123,300,918 | $1,358,378,992 |
| June 30, 2024 | 990 | $421,041,466 | $76,814,733 | $344,226,733 | $1,261,474,422 | $118,441,676 | $1,143,032,746 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $198,681,528
- Program service revenue
- $2,549,051
- Investment income
- $30,336,614
- Royalties
- $175,451
- Net rental income
- $76,464
- Net gain from sales of assets
- $17,022,067
- Net income from fundraising events
- -$280,391
- Net income from gaming
- $7,506
- Net income from sales of inventory
- $337
- Other revenue
- $966,442
Expenses
- Grants and similar amounts paid
- $32,458,327
- Compensation of officers, directors and key employees
- $1,350,201
- Other salaries and wages
- $12,734,042
- Salaries, compensation and benefits (total)
- $18,894,667
- Professional fundraising fees
- $0
- Legal fees
- $93,056
- Accounting fees
- $206,542
- Occupancy
- $1,203,636
- Travel
- $2,914,186
- Depreciation
- $244,635
- Program services (functional)
- $56,506,705
- Management and general (functional)
- $16,063,684
- Fundraising (functional)
- $11,069,683
Balance sheet and other
- Total assets, start of year
- $1,261,474,422
- Total assets, end of year
- $1,481,679,910
- Total liabilities, end of year
- $123,300,918
- Net assets, end of year
- $1,358,378,992
- Land, buildings and equipment
- $10,534,023
- Publicly traded securities
- $387,063,600
- Net assets without donor restrictions
- $90,310,043
- Net assets with donor restrictions
- $1,268,068,949
- Gross unrelated business income
- $454,861
- Gross receipts
- $636,768,688
- Employees
- 11
- Volunteers
- 20
- Year formed
- 1965
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MR DAVID MARCUS | CIO Officer | 37.5 | $581,853 | $230,946 |
| DANIELLLE HOLTON | AVP, SBCH Highest-paid employee | 37.5 | $307,500 | $122,212 |
| KACY BULLARD | CFO & COO Officer | 37.5 | $280,555 | $111,500 |
| CAROL GOMES | CEO, COO OF SBUH Highest-paid employee | 1 | $387,325 | $0 |
| DEBORAH LOWEN-KLEIN | SENIOR ASSOCIATE VP, ADVANCEMENT Highest-paid employee | 37.5 | $272,661 | $108,366 |
| TARA STENZEL-FLEMING | AVP, PRINCIPAL GIFTS & SFI Highest-paid employee | 37.5 | $230,604 | $91,649 |
| DAVID SMITH | SBF CONTROLLER Highest-paid employee | 37.5 | $210,125 | $83,512 |
| JUSTIN FINCHER | EXECUTIVE DIRECTOR (THRU 2/2025) Officer | 37.5 | $105,865 | $0 |
| DR RICHARD MCCORMICK -SBU PRES | EX-OFF TRUS (VOTING) (AS OF 8/2024) Trustee or director | 3 | $57,204 | $0 |
| MR RICHARD L GELFOND | TRUSTEE, CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| MR DAVID E ACKER | TRUSTEE, VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR LAURIE LANDEAU | TRUSTEE, VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MR CARY F STALLER | TRUSTEE, SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MR WILLIAM L KNAPP | TRUSTEE, TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR ASHVIN B CHHABRA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MR ERROL A COCKFIELD | TRUSTEE Trustee or director | 0.5 | $0 |
| DR BARRY S COLLER | TRUSTEE Trustee or director | 0.5 | $0 |
| DR STEPHEN DELLA PIETRA | TRUSTEE Trustee or director | 0.5 | $0 |
| DR VINCENT DELLA PIETRA | TRUSTEE Trustee or director | 0.5 | $0 |
| MR GUY-MAX DELPHIN | TRUSTEE Trustee or director | 0.5 | $0 |
| MR BARRY M FOX ESQ | TRUSTEE Trustee or director | 0.5 | $0 |
| MR STUART D GOLDSTEIN | TRUSTEE Trustee or director | 0.5 | $0 |
| DR HENRY B LAUFER | TRUSTEE Trustee or director | 0.5 | $0 |
| DR NIRMAL MATTOO | TRUSTEE Trustee or director | 0.5 | $0 |
| MR RICHARD T NASTI ESQ | TRUSTEE Trustee or director | 0.5 | $0 |
| MR BERNARDO PIQUET | TRUSTEE Trustee or director | 0.5 | $0 |
| MS CAROLINE RITTER | TRUSTEE Trustee or director | 0.5 | $0 |
| MR RUSSELL SHEPARD | TRUSTEE Trustee or director | 0.5 | $0 |
| MS MARILYN SIMONS | TRUSTEE Trustee or director | 0.5 | $0 |
| MRS SUSAN STEINHARDT ESQ | TRUSTEE Trustee or director | 0.5 | $0 |
| SCOTT BARRETT | INTERIM EXECUTIVE DIR (AS OF 3/2025) Officer | 37.5 | $0 |
990 for the year ended June 30, 2024: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MR DAVID MARCUS | CIO Officer | 37.5 | $548,352 | $219,341 |
| DANIELLLE HOLTON | AVP, SBCH Highest-paid employee | 37.5 | $286,959 | $114,784 |
| DEBORAH LOWEN-KLEIN | SENIOR ASSOCIATE VP, ADVANCEMENT Highest-paid employee | 37.5 | $259,677 | $103,871 |
| KACY BULLARD | CFO & COO Officer | 37.5 | $241,003 | $96,401 |
| CAROL GOMES | CEO, COO OF SBUH Highest-paid employee | 1 | $333,752 | $0 |
| TARA STENZEL-FLEMING | AVP, PRINCIPAL GIFTS & SFI Highest-paid employee | 37.5 | $217,143 | $86,857 |
| KATHLEEN LE VINESS | DIRECTOR OF DATA SERVICES Highest-paid employee | 37.5 | $168,706 | $67,482 |
| DR MAURIE MCINNIS - SBU PRES | EX-OFFICIO TRUSTEE (VOTING) Trustee or director | 3 | $137,349 | $0 |
| JUSTIN FINCHER | EXECUTIVE DIRECTOR Officer | 37.5 | $48,925 | $0 |
| MR RICHARD L GELFOND | TRUSTEE, CHAIR Trustee or director, Officer | 4 | $0 | $0 |
| MR DAVID E ACKER | TRUSTEE, VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR LAURIE LANDEAU | TRUSTEE, VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR JAMES H SIMONS | TRUSTEE, CHAIR EMERITUS (THRU 05/24) Trustee or director, Officer | 1 | $0 | $0 |
| MR CARY F STALLER | TRUSTEE, SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DR NANCY RAUCH DOUZINAS | TRUSTEE, TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DR ASHVIN B CHHABRA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MR ERROL A COCKFIELD | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR BARRY S COLLER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR STEPHEN DELLA PIETRA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR VINCENT DELLA PIETRA | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MR GUY-MAX DELPHIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MR BARRY M FOX ESQ | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MR STUART D GOLDSTEIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MR WILLIAM L KNAPP | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR HENRY B LAUFER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MS DOROTHY LICHTENSTEIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| DR NIRMAL MATTOO | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MR RICHARD T NASTI ESQ | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MR BERNARDO PIQET | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MS CAROLINE RITTER | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MR RUSSELL SHEPARD | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MRS SUSAN STEINHARDT ESQ | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- STONY BROOK FOUNDATION, STONY BROOK, NY 11794-0001
- Principal officer (990 for 2024)
- SCOTT BARRETT, 270 ADMINISTRATION, STONY BROOK, NY 11794
- Signed the 990
- KACY BULLARD, CFO & COO
- Phone
- (631) 632-6536
- Return prepared by
- GRANT THORNTON ADVISORS LLC
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).
Program accomplishments
- 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.Expenses $24,321,779 · grants $12,120,177
- 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.Expenses $15,388,130 · grants $10,233,707 · revenue $2,549,051
- STONY BROOK FOUNDATION PROVIDED VARIOUS STUDENT FINANCIAL SUPPORT TO SUNY STONY BROOK AS WELL AS TO SUNY STONY BROOK'S STUDENTS TO ASSIST IN THEIR EFFORT OF DELIVERING A WORLD-CLASS EDUCATION AT A REMARKABLY AFFORDABLE PRICES AND TO KEEP RECRUITING THE BEST YOUNG MINDS AND FUTURE LEADERS FROM ACROSS THE SOCIOECONOMIC SPECTRUM. ENHANCED SUPPORT FOR FACULTY AND INCREASED ENGAGEMENT.Expenses $5,944,736 · grants $5,328,013
- 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.Expenses $3,950,064 · grants $1,320,777
- STONY BROOK FOUNDATION PROVIDED SUPPORT TO SUNY STONY BROOK IN ITS EFFORTS TO MAINTAIN THEIR REPUTATION AS A PUBLIC RESEARCH UNIVERSITY THAT THRIVES ON THE FOREFRONT OF DISCOVERY. AS SUCH, STONY BROOK FOUNDATION PROVIDES FUNDING TO SUPPORT VARIOUS AREAS OF RESEARCH INCLUDING: CANCER RESEARCH (STONY BROOK CANCER CENTER), ENVIRONMENTAL AND SUSTAINABILITY RESEARCH (SHINNECOCK BAY RESTORATION PROGRAM), CHEMICAL BIOLOGY RESEARCH, COMMUNICATION SCIENCE RESEARCH, TICK BORNE DISEASE RESEARCH WITHIN THE LABORATORY FOR COMPARATIVE MEDICINE, AND MANY OTHER VARIOUS RESEARCH EFFORTS.Expenses $6,901,996 · grants $3,455,653
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 11-6077945
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $1,481,679,910
- Income (IRS master file)
- $636,768,688
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $232,533,635 | $83,640,072 | $1,481,679,910 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $421,041,466 | $76,814,733 | $1,261,474,422 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $79,474,546 | $64,477,606 | $862,643,765 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $150,444,669 | $63,743,349 | $805,257,176 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-6077945).
Questions about STONY BROOK FOUNDATION INC
- What is the EIN of STONY BROOK FOUNDATION INC?
- The employer identification number (EIN) of STONY BROOK FOUNDATION INC is 11-6077945.
- Is STONY BROOK FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to STONY BROOK FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does STONY BROOK FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of STONY BROOK FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STONY BROOK FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of STONY BROOK FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names SCOTT BARRETT.
- Who are the officers and directors of STONY BROOK FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 31 people; 9 received compensation from the organization, the highest $581,853 (MR DAVID MARCUS, CIO).
- How much revenue does STONY BROOK FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $232,533,635, expenses of $83,640,072 and total assets of $1,481,679,910 at year end.
Other nonprofits in STONY BROOK
- FACULTY-STUDENT ASSOC OF STATE UNIVERSITY OF NY AT STONY BROOK EIN 11-1986378 · last filed 990 for 2025
- UNDERGRADUATE STUDENT GOVERNMENT AT STONYBROOK UNIVERSITY EIN 65-1220160 · last filed 990 for 2025
- NORTH SHORE MONTESSORI SCHOOL EIN 11-2229538 · last filed 990 for 2025
- GRADUATE STUDENT ORGANIZATION OF SUNY AT STONY BROOK INC EIN 11-2597353 · last filed 990 for 2025
- ALUMNI ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT STONY BR EIN 51-0160098 · last filed 990 for 2025
- NATIONAL INSTITUTE ON SCIENTIFIC TEACHING EIN 85-1429247 · last filed 990 for 2024
- SEHSA ENVIRONMENTAL HEALTH & SAFETY ASSOCIATION OF NEW YORK INC EIN 51-0547499 · last filed 990-EZ for 2025
- AMERICAN STUDENT DENTAL ASSOCIATION EIN 80-0750785 · last filed 990-N for 2025