AUMdb

Stony Brook Foundation Inc

EIN 116077945 · 501(c)(3) · Public charity · Stony Brook, NY · recognized 1967

Assets
$1.3B
Revenue
$421M
Expenses
$76.8M
Investment income
$29.7M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Investment Managers Group, Llc CRD 164203 fuzzy_auto · 93% 06/30/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Investment Manager Co Sbf Investment mgmt $769,572
Investment Manager Co Sbf Investment mgmt $591,952
Investment Manager Co Sbf Investment mgmt $566,668
Investment Manager Co Sbf Investment mgmt $451,701
Investment Manager Co Sbf Investment mgmt $410,370

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Mr David Marcus Cio $548,352 $219,341
Carol Gomes Ceo, coo of sbuh $333,752 $0
Daniellle Holton Avp, sbch $286,959 $114,784
Deborah Lowen Klein Senior associate vp, advancement $259,677 $103,871
Kacy Bullard Cfo & coo $241,003 $96,401
Tara Stenzel Fleming Avp, principal gifts & sfi $217,143 $86,857
Kathleen Le Viness Director of data services $168,706 $67,482
Dr Maurie Mcinnis Sbu Pres Ex-officio trustee (voting) $137,349 $0
Justin Fincher Executive director $48,925 $0
Mr Richard L Gelfond Trustee, chair $0 $0
Mr David E Acker Trustee, vice chair $0 $0
Dr Laurie Landeau Trustee, vice chair $0 $0
Dr James H Simons Trustee, chair emeritus (thru 05/24) $0 $0
Mr Cary F Staller Trustee, secretary $0 $0
Dr Nancy Rauch Douzinas Trustee, treasurer $0 $0
Mrs Susan Steinhardt Esq Trustee $0 $0
Mr Russell Shepard Trustee $0 $0
Ms Caroline Ritter Trustee $0 $0
Mr Bernardo Piqet Trustee $0 $0
Mr Richard T Nasti Esq Trustee $0 $0
Dr Nirmal Mattoo Trustee $0 $0
Ms Dorothy Lichtenstein Trustee $0 $0
Dr Henry B Laufer Trustee $0 $0
Mr William L Knapp Trustee $0 $0
Mr Stuart D Goldstein Trustee $0 $0
Mr Barry M Fox Esq Trustee $0 $0
Mr Guy Max Delphin Trustee $0 $0
Dr Vincent Della Pietra Trustee $0 $0
Dr Stephen Della Pietra Trustee $0 $0
Dr Barry S Coller Trustee $0 $0
Mr Errol A Cockfield Trustee $0 $0
Dr Ashvin B Chhabra Trustee $0 $0