The Stony Brook Foundation has a strong financial track record to complement the thriving University it helps to support. Whether you want to assess the Stony Brook Foundation's finances in terms of its expanding total net assets, its endowment growth, or increases in funding for scholarships, fellowships, and awards, the financial information below will inspire growing confidence in the quality of Stony Brook's programs and the quality of financial management at the Stony Brook Foundation.

The following table provides a summary of financial highlights from fiscal year 2002-2003 to fiscal year 2006-2007:

Three statistics above deserve special emphasis.  First, the growth in total net assets from $58.1 million to $110.4 million over the last five fiscal years helps to document the increasing financial power that the Stony Brook Foundation offers its University community:

Second, the endowment growth over the same period highlights significant progress in an area that can help to bring long-term financial stability to the University.  In fact, Stony Brook has been recognized by The Chronicle of Philanthropy as having one of the fastest-growing endowments in the nation, and this financial advantage will help the University's ability to maintain its track record for excellence in the years to come:

In addition to providing a testament to our donors' generosity, the endowment growth provides a dramatic demonstration of the financial acuity of our SBF investment specialists.  Even in difficult economic times, these dedicated experts outperformed the market as well as a comparably allocated 60% S&P 500/40% bond portfolio, posting an 8.6% rate of return in a year that saw many similar educational institutions posting losses (see summary table above).  Stony Brook Foundation's rate of return on its endowment demonstrates how gifts to the Stony Brook Foundation endowment are solid investments for a University community with an increasingly bright financial future.

Third and last, the five-year rise in scholarship and fellowship funding offers a striking example of how Stony Brook Foundation donors are shaping the lives of deserving students.  By more than doubling this type of funding over the past five fiscal years, SBF donors have demonstrated a tremendous commitment to the cause of higher education and Stony Brook's academic community: