Civic Intelligence

Stony Brook Foundation Inc.

990T • Fiscal year 2024 • EIN 11-6077945

Jul 01, 2023 to Jun 30, 2024 • Filed on May 12, 2025

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270 AdministrationStony Brook, NY 11794

(631) 632-6536

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5B$1.0B$500M$0Assets 2010: $230,299,401Liabilities 2010: $39,691,711Net Assets 2010: $190,607,6902010Assets 2011: $227,608,002Liabilities 2011: $36,852,332Net Assets 2011: $190,755,6702011Assets 2012: $374,187,045Liabilities 2012: $41,029,404Net Assets 2012: $333,157,6412012Assets 2013: $432,359,367Liabilities 2013: $48,498,601Net Assets 2013: $383,860,7662013Assets 2014: $425,456,387Liabilities 2014: $47,845,010Net Assets 2014: $377,611,3772014Assets 2015: $432,581,906Liabilities 2015: $49,313,188Net Assets 2015: $383,268,7182015Assets 2016: $440,523,703Liabilities 2016: $39,951,506Net Assets 2016: $400,572,1972016Assets 2017: $476,542,033Liabilities 2017: $44,318,514Net Assets 2017: $432,223,5192017Assets 2018: $509,428,296Liabilities 2018: $39,516,117Net Assets 2018: $469,912,1792018Assets 2019: $558,788,144Liabilities 2019: $46,705,406Net Assets 2019: $512,082,7382019Assets 2020: $590,641,440Liabilities 2020: $56,242,895Net Assets 2020: $534,398,5452020Assets 2021: $732,698,663Liabilities 2021: $60,001,052Net Assets 2021: $672,697,6112021Assets 2022: $805,257,176Liabilities 2022: $78,050,027Net Assets 2022: $727,207,1492022Assets 2023: $862,643,765Liabilities 2023: $103,133,404Net Assets 2023: $759,510,3612023Assets 2024: $1,261,474,422Liabilities 2024: $118,441,676Net Assets 2024: $1,143,032,7462024

Latest loaded filing

2024

Assets$1,261,474,422
Liabilities$118,441,676
Net Assets$1,143,032,746

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600M$400M$200M$0-$200MExpenses 2010: $45,738,4062010Expenses 2011: $42,004,9842011Expenses 2012: $42,640,8202012Revenue 2013: $94,022,981Expenses 2013: $49,171,606Net Income 2013: $44,851,3752013Revenue 2014: $65,867,417Expenses 2014: $85,865,944Net Income 2014: -$19,998,5272014Revenue 2015: $49,975,784Expenses 2015: $61,134,476Net Income 2015: -$11,158,6922015Revenue 2016: $67,273,982Expenses 2016: $51,123,070Net Income 2016: $16,150,9122016Revenue 2017: $71,701,988Expenses 2017: $63,577,577Net Income 2017: $8,124,4112017Revenue 2018: $74,110,802Expenses 2018: $54,939,850Net Income 2018: $19,170,9522018Revenue 2019: $75,975,483Expenses 2019: $58,814,651Net Income 2019: $17,160,8322019Revenue 2020: $62,393,551Expenses 2020: $50,718,272Net Income 2020: $11,675,2792020Revenue 2021: $129,247,386Expenses 2021: $72,463,188Net Income 2021: $56,784,1982021Revenue 2022: $150,444,669Expenses 2022: $63,743,349Net Income 2022: $86,701,3202022Revenue 2023: $79,474,546Expenses 2023: $64,477,606Net Income 2023: $14,996,9402023Revenue 2024: $421,041,466Expenses 2024: $76,814,733Net Income 2024: $344,226,7332024

Latest loaded filing

2024

Revenue$421,041,466
Expenses$76,814,733
Net Income$344,226,733
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v8.0
Mission and Program Overview

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.

Filing and Contact Details

Filer

Filer Name
Stony Brook Foundation Inc
EIN
11-6077945
Phone
6316326536
Address
270 ADMINISTRATION, STONY BROOK, NY 11794

Signing Officer

Name
Kacy Bullard
Title
CFO & COO
Phone
6316326536
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Advisors LLC
Address
757 THIRD AVENUE 3RD FLOOR, NEW YORK, NY 10017-2013
Preparer
Scott Thompsett
Phone
2125990100
Raw XML Appendix112 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/Form4797GainOrLossAmt090213
IRS1120ScheduleD/NetCapitalGainAmt060337
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt060337
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt02438
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalCostOrOtherBasisAmt029876
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-29876
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt02438
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-29876
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0LT CAP LOSS FROM LPS
IRS8949/LongTermCapitalGainAndLossGrp/TotalCostOrOtherBasisAmt029876
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-29876
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ST CAP GAIN FROM LPS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt02438
IRS8949/ShortTermCapitalGainAndLossGrp/TotalProceedsSalesPriceAmt02438
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0DAVID SMITH
IRS990T/BooksInCareOfDetail/PhoneNum06316326536
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0270 ADMINISTRATION
IRS990T/BooksInCareOfDetail/USAddress/CityNm0STONY BROOK
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt08000
IRS990T/OverpaymentSection/OverpaymentAmt08000
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
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IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0520000
IRS990T/PriorYearOverpaymentCreditAmt08000
IRS990TScheduleA/CapitalGainNetIncomeAmt062775
IRS990TScheduleA/DepletionAmt08873
IRS990TScheduleA/InterestDeductionAmt043156
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt050700
IRS990TScheduleA/PrincipalBusinessActivityCd0520000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt0449
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0103178
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-670456
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-607681
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-607681
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENTS IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-710859
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-710859
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt08000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KACY BULLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO & COO
ReturnHeader/BusinessOfficerGrp/PhoneNum06316326536
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
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ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0116077945
ReturnHeader/Filer/PhoneNum06316326536
ReturnHeader/Filer/USAddress/AddressLine1Txt0270 ADMINISTRATION
ReturnHeader/Filer/USAddress/CityNm0STONY BROOK
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0757 THIRD AVENUE 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172013
ReturnHeader/PreparerPersonGrp/PhoneNum02125990100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT THOMPSETT
ReturnHeader/ReturnTs02025-05-12T13:56:38-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,261$118$1,143$421$76.8$344
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$863$103$760$79.5$64.5$15.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$805$78.1$727$150$63.7$86.7
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$733$60.0$673$129$72.5$56.8
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$591$56.2$534$62.4$50.7$11.7
2019Detailed filing. Detailed filing data is available for this year.$559$46.7$512$76.0$58.8$17.2
2018Detailed filing. Detailed filing data is available for this year.$509$39.5$470$74.1$54.9$19.2
2017Detailed filing. Detailed filing data is available for this year.$477$44.3$432$71.7$63.6$8.12
2016Detailed filing. Detailed filing data is available for this year.$441$40.0$401$67.3$51.1$16.2
2015Detailed filing. Detailed filing data is available for this year.$433$49.3$383$50.0$61.1$11.2
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$425$47.8$378$65.9$85.9$20.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$432$48.5$384$94.0$49.2$44.9
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$374$41.0$333$42.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$228$36.9$191$42.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$230$39.7$191$45.7