Overview
Ensuring access to a world-class public university education for highly qualified students from families with limited means is central to our mission.1
Stony Brook University (Stony Brook Foundation / Stony Brook University Foundation)'s endowment capital supports long-term institutional spending and mission continuity.1
Investment program
- Estimated AUM
- $825M as of Dec 31, 20252
- Capital pool
- university/college endowment1
- Investment model
- The Simons Foundation also conducts computational research in basic sciences in-house at its Flatiron Institute.3
- Investment approach
- Not listed yet1
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Not listed yet1
- Performance
- Not listed yet
- Governance
- The foundation is directed by a volunteer Board of Trustees and is independently audited, ensuring it complies with the standards and criteria established by the Financial Accounting Standards Board and the IRS.1
- Investment team
- Foundation Staff Deborah Lowen-Klein Interim Executive Director, Stony Brook Foundation David Marcus, MBA CIO, Stony Brook Foundation David Smith Controller and CFO, Stony Brook Foundation Emeritus Trustees Evelyn Berezin (1925 to 2018) Founder, Redactron Corporation Stuart B.3
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Needs review
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (stonybrook.edu)Parent organization overview, Pool purpose, Capital pool, Investment approach, Asset allocation, Governance · checked Jul 25, 2026
- Website (stonybrook.edu)Estimated AUM, Investment office page · checked Jul 25, 2026
- Website (mag.stonybrook.edu)Investment model, Investment team · checked Jul 25, 2026
Profile and job sources
- Website (stonybrook.edu)Website · checked Jul 25, 2026
- Website (stonybrook.edu)Website · checked Jul 25, 2026
- Website (stonybrook.edu)Website · checked Jul 25, 2026
- Website (mag.stonybrook.edu)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026