﻿<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.irs.gov/efile" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://www.irs.gov/efile" returnVersion="2023v6.0">
  <ReturnHeader binaryAttachmentCnt="0">
    <ReturnTs>2025-10-15T18:56:27-05:00</ReturnTs>
    <TaxPeriodEndDt>2024-11-30</TaxPeriodEndDt>
    <PreparerFirmGrp>
      <PreparerFirmEIN>112674705</PreparerFirmEIN>
      <PreparerFirmName>
        <BusinessNameLine1Txt>KWM CPA'S LLP</BusinessNameLine1Txt>
      </PreparerFirmName>
      <PreparerUSAddress>
        <AddressLine1Txt>100 JERICHO QUADRANGLE - STE 220</AddressLine1Txt>
        <CityNm>JERICHO</CityNm>
        <StateAbbreviationCd>NY</StateAbbreviationCd>
        <ZIPCd>11753</ZIPCd>
      </PreparerUSAddress>
    </PreparerFirmGrp>
    <ReturnTypeCd>990PF</ReturnTypeCd>
    <TaxPeriodBeginDt>2023-12-01</TaxPeriodBeginDt>
    <Filer>
      <EIN>461607378</EIN>
      <BusinessName>
        <BusinessNameLine1Txt>MR METZGER FAMILY FOUNDATION INC</BusinessNameLine1Txt>
      </BusinessName>
      <BusinessNameControlTxt>MRME</BusinessNameControlTxt>
      <PhoneNum>6316893726</PhoneNum>
      <USAddress>
        <AddressLine1Txt>PO BOX 257</AddressLine1Txt>
        <CityNm>SETAUKET</CityNm>
        <StateAbbreviationCd>NY</StateAbbreviationCd>
        <ZIPCd>117330257</ZIPCd>
      </USAddress>
    </Filer>
    <BusinessOfficerGrp>
      <PersonNm>MARK METZGER</PersonNm>
      <PersonTitleTxt>PRESIDENT</PersonTitleTxt>
      <PhoneNum>6316893726</PhoneNum>
      <SignatureDt>2025-10-15</SignatureDt>
      <DiscussWithPaidPreparerInd>1</DiscussWithPaidPreparerInd>
    </BusinessOfficerGrp>
    <IRSResponsiblePrtyInfoCurrInd>0</IRSResponsiblePrtyInfoCurrInd>
    <PreparerPersonGrp>
      <PreparerPersonNm>PAUL A MOELLER</PreparerPersonNm>
      <PTIN>P00047822</PTIN>
      <PhoneNum>5163336881</PhoneNum>
      <PreparationDt>2025-10-15</PreparationDt>
    </PreparerPersonGrp>
    <TaxYr>2023</TaxYr>
    <BuildTS>2025-03-06 01:10:19Z</BuildTS>
  </ReturnHeader>
  <ReturnData documentCnt="6">
    <IRS990PF documentId="RetDoc1235000001">
      <Organization501c3ExemptPFInd>X</Organization501c3ExemptPFInd>
      <FMVAssetsEOYAmt>13824831</FMVAssetsEOYAmt>
      <MethodOfAccountingCashInd>X</MethodOfAccountingCashInd>
      <AnalysisOfRevenueAndExpenses>
        <ScheduleBNotRequiredInd>X</ScheduleBNotRequiredInd>
        <InterestOnSavRevAndExpnssAmt>2626</InterestOnSavRevAndExpnssAmt>
        <InterestOnSavNetInvstIncmAmt>2626</InterestOnSavNetInvstIncmAmt>
        <DividendsRevAndExpnssAmt>157155</DividendsRevAndExpnssAmt>
        <DividendsNetInvstIncmAmt>157155</DividendsNetInvstIncmAmt>
        <NetGainSaleAstRevAndExpnssAmt>199678</NetGainSaleAstRevAndExpnssAmt>
        <GrossSalesPriceAmt>610383</GrossSalesPriceAmt>
        <CapGainNetIncmNetInvstIncmAmt>199678</CapGainNetIncmNetInvstIncmAmt>
        <TotalRevAndExpnssAmt>359459</TotalRevAndExpnssAmt>
        <TotalNetInvstIncmAmt>359459</TotalNetInvstIncmAmt>
        <CompOfcrDirTrstRevAndExpnssAmt>0</CompOfcrDirTrstRevAndExpnssAmt>
        <CompOfcrDirTrstNetInvstIncmAmt>0</CompOfcrDirTrstNetInvstIncmAmt>
        <CompOfcrDirTrstDsbrsChrtblAmt>0</CompOfcrDirTrstDsbrsChrtblAmt>
        <TaxesRevAndExpnssAmt referenceDocumentId="RetDoc2002500001">10000</TaxesRevAndExpnssAmt>
        <TaxesNetInvstIncmAmt>0</TaxesNetInvstIncmAmt>
        <TaxesDsbrsChrtblAmt>0</TaxesDsbrsChrtblAmt>
        <OtherExpensesRevAndExpnssAmt referenceDocumentId="RetDoc2003200001">592</OtherExpensesRevAndExpnssAmt>
        <OtherExpensesNetInvstIncmAmt>0</OtherExpensesNetInvstIncmAmt>
        <OtherExpensesDsbrsChrtblAmt>0</OtherExpensesDsbrsChrtblAmt>
        <TotOprExpensesRevAndExpnssAmt>10592</TotOprExpensesRevAndExpnssAmt>
        <TotOprExpensesNetInvstIncmAmt>0</TotOprExpensesNetInvstIncmAmt>
        <TotOprExpensesDsbrsChrtblAmt>0</TotOprExpensesDsbrsChrtblAmt>
        <ContriPaidRevAndExpnssAmt>572000</ContriPaidRevAndExpnssAmt>
        <ContriPaidDsbrsChrtblAmt>572000</ContriPaidDsbrsChrtblAmt>
        <TotalExpensesRevAndExpnssAmt>582592</TotalExpensesRevAndExpnssAmt>
        <TotalExpensesNetInvstIncmAmt>0</TotalExpensesNetInvstIncmAmt>
        <TotalExpensesDsbrsChrtblAmt>572000</TotalExpensesDsbrsChrtblAmt>
        <ExcessRevenueOverExpensesAmt>-223133</ExcessRevenueOverExpensesAmt>
        <NetInvestmentIncomeAmt>359459</NetInvestmentIncomeAmt>
      </AnalysisOfRevenueAndExpenses>
      <Form990PFBalanceSheetsGrp>
        <CashBOYAmt>121657</CashBOYAmt>
        <CashEOYAmt>333371</CashEOYAmt>
        <CashEOYFMVAmt>333371</CashEOYFMVAmt>
        <SavAndTempCashInvstBOYAmt>113669</SavAndTempCashInvstBOYAmt>
        <SavAndTempCashInvstEOYAmt>113952</SavAndTempCashInvstEOYAmt>
        <SavAndTempCashInvstEOYFMVAmt>113952</SavAndTempCashInvstEOYFMVAmt>
        <CorporateStockBOYAmt>6249202</CorporateStockBOYAmt>
        <CorporateStockEOYAmt referenceDocumentId="RetDoc2018900001">5887456</CorporateStockEOYAmt>
        <CorporateStockEOYFMVAmt>11368398</CorporateStockEOYFMVAmt>
        <OtherInvestmentsBOYAmt>2014325</OtherInvestmentsBOYAmt>
        <OtherInvestmentsEOYAmt referenceDocumentId="RetDoc2018100001">1940941</OtherInvestmentsEOYAmt>
        <OtherInvestmentsEOYFMVAmt>2009110</OtherInvestmentsEOYFMVAmt>
        <TotalAssetsBOYAmt>8498853</TotalAssetsBOYAmt>
        <TotalAssetsEOYAmt>8275720</TotalAssetsEOYAmt>
        <TotalAssetsEOYFMVAmt>13824831</TotalAssetsEOYFMVAmt>
        <TotalLiabilitiesBOYAmt>0</TotalLiabilitiesBOYAmt>
        <TotalLiabilitiesEOYAmt>0</TotalLiabilitiesEOYAmt>
        <OrgDoesNotFollowFASB117Ind>X</OrgDoesNotFollowFASB117Ind>
        <CapitalStockBOYAmt>0</CapitalStockBOYAmt>
        <CapitalStockEOYAmt>0</CapitalStockEOYAmt>
        <AdditionalPaidInCapitalBOYAmt>0</AdditionalPaidInCapitalBOYAmt>
        <AdditionalPaidInCapitalEOYAmt>0</AdditionalPaidInCapitalEOYAmt>
        <RetainedEarningBOYAmt>8498853</RetainedEarningBOYAmt>
        <RetainedEarningEOYAmt>8275720</RetainedEarningEOYAmt>
        <TotNetAstOrFundBalancesBOYAmt>8498853</TotNetAstOrFundBalancesBOYAmt>
        <TotNetAstOrFundBalancesEOYAmt>8275720</TotNetAstOrFundBalancesEOYAmt>
        <TotalLiabilitiesNetAstBOYAmt>8498853</TotalLiabilitiesNetAstBOYAmt>
        <TotalLiabilitiesNetAstEOYAmt>8275720</TotalLiabilitiesNetAstEOYAmt>
      </Form990PFBalanceSheetsGrp>
      <ChgInNetAssetsFundBalancesGrp>
        <TotNetAstOrFundBalancesBOYAmt>8498853</TotNetAstOrFundBalancesBOYAmt>
        <ExcessRevenueOverExpensesAmt>-223133</ExcessRevenueOverExpensesAmt>
        <OtherIncreasesAmt>0</OtherIncreasesAmt>
        <SubtotalAmt>8275720</SubtotalAmt>
        <OtherDecreasesAmt>0</OtherDecreasesAmt>
        <TotNetAstOrFundBalancesEOYAmt>8275720</TotNetAstOrFundBalancesEOYAmt>
      </ChgInNetAssetsFundBalancesGrp>
      <CapGainsLossTxInvstIncmDetail>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>JPM GROWTH ADVANTAGE FUND</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2023-11-01</SoldDt>
          <GrossSalesPriceAmt>200000</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>154416</CostOrOtherBasisAmt>
          <GainOrLossAmt>45584</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>45584</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>JPM STRAT INC OPP FUND</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2023-11-27</SoldDt>
          <GrossSalesPriceAmt>400000</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>256289</CostOrOtherBasisAmt>
          <GainOrLossAmt>143711</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>143711</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>CAPITAL GAINS DIVIDENDS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <GrossSalesPriceAmt>10383</GrossSalesPriceAmt>
          <GainOrLossAmt>10383</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>10383</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>199678</CapitalGainNetIncomeAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>4996</InvestmentIncomeExciseTaxAmt>
        <TaxUnderSection511Amt>0</TaxUnderSection511Amt>
        <SubtotalAmt>4996</SubtotalAmt>
        <SubtitleATaxAmt>0</SubtitleATaxAmt>
        <TaxBasedOnInvestmentIncomeAmt>4996</TaxBasedOnInvestmentIncomeAmt>
        <EstimatedPlusOvpmtIncmTxAmt>0</EstimatedPlusOvpmtIncmTxAmt>
        <ExemptFrgnOrgTaxWthldAtSrceAmt>0</ExemptFrgnOrgTaxWthldAtSrceAmt>
        <ExtsnRequestIncomeTaxPaidAmt>15000</ExtsnRequestIncomeTaxPaidAmt>
        <BackupWithholdingWithheldAmt>0</BackupWithholdingWithheldAmt>
        <TotalPaymentsAndCreditsAmt>15000</TotalPaymentsAndCreditsAmt>
        <EsPenaltyAmt>149</EsPenaltyAmt>
        <OverpaymentAmt>9855</OverpaymentAmt>
        <AppliedToESTaxAmt>9855</AppliedToESTaxAmt>
        <RefundAmt>0</RefundAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>0</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>0</MoreThan100SpentInd>
        <Form1120POLFiledInd>0</Form1120POLFiledInd>
        <Section4955OrganizationTaxAmt>0</Section4955OrganizationTaxAmt>
        <Section4955ManagersTaxAmt>0</Section4955ManagersTaxAmt>
        <TaxReimbursedAmt>0</TaxReimbursedAmt>
        <ActivitiesNotPreviouslyRptInd>0</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>0</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>0</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>0</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>0</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>1</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>DE</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>1</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>0</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>0</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>0</OwnControlledEntityInd>
        <DonorAdvisedFundInd>0</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>1</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <IndividualWithBooksNm>THE FOUNDATION</IndividualWithBooksNm>
        <PhoneNum>6316893726</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>PO BOX 257</AddressLine1Txt>
          <CityNm>SETAUKET</CityNm>
          <StateAbbreviationCd>NY</StateAbbreviationCd>
          <ZIPCd>117330257</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>0</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>0</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>0</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>0</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>0</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>0</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>0</PaymentToGovernmentOfficialInd>
        <UncorrectedPriorActsInd>0</UncorrectedPriorActsInd>
        <UndistributedIncomePYInd>0</UndistributedIncomePYInd>
        <BusinessHoldingsInd>0</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>0</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>0</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>0</InfluenceLegislationInd>
        <InfluenceElectionInd>0</InfluenceElectionInd>
        <GrantsToIndividualsInd>0</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>0</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>0</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>0</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>0</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>0</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>0</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ROBERT W METZGER</PersonNm>
          <USAddress>
            <AddressLine1Txt>C/O 100 JERICHO QUADRANGLE-ST 220</AddressLine1Txt>
            <CityNm>JERICHO</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>11753</ZIPCd>
          </USAddress>
          <TitleTxt>PRESIDENT, SEC, DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>20.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>MARK R METZGER</PersonNm>
          <USAddress>
            <AddressLine1Txt>C/O 100 JERICHO QUADRANGLE-ST 220</AddressLine1Txt>
            <CityNm>JERICHO</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>11753</ZIPCd>
          </USAddress>
          <TitleTxt>VICE PRESIDENT, TREAS, DIR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>5.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <OtherEmployeePaidOver50kCnt>0</OtherEmployeePaidOver50kCnt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
        <ContractorPaidOver50kCnt>0</ContractorPaidOver50kCnt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SumOfProgramRelatedInvstGrp>
        <TotalAmt>0</TotalAmt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>11502656</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>297098</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>11799754</TotalFMVOfUnusedAssetsAmt>
        <ReductionClaimedAmt>0</ReductionClaimedAmt>
        <AcquisitionIndebtednessAmt>0</AcquisitionIndebtednessAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>11799754</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>176996</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>11622758</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>581138</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>581138</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>4996</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>4996</TotalTaxAmt>
        <DistributableBeforeAdjAmt>576142</DistributableBeforeAdjAmt>
        <RecoveriesQualfiedDistriAmt>0</RecoveriesQualfiedDistriAmt>
        <DistributableBeforeDedAmt>576142</DistributableBeforeDedAmt>
        <DeductionFromDistributableAmt>0</DeductionFromDistributableAmt>
        <DistributableAsAdjustedAmt>576142</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>572000</ExpensesAndContributionsAmt>
        <ProgramRelatedInvstTotalAmt>0</ProgramRelatedInvstTotalAmt>
        <QualifyingDistributionsAmt>572000</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>576142</DistributableAsAdjustedAmt>
        <UndistributedIncomePYAmt>0</UndistributedIncomePYAmt>
        <TotalForPriorYearsAmt>0</TotalForPriorYearsAmt>
        <ExcessDistributionCyovYr1Amt>60202</ExcessDistributionCyovYr1Amt>
        <TotalExcessDistributionCyovAmt>60202</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>572000</QualifyingDistributionsAmt>
        <AppliedToYear1Amt>0</AppliedToYear1Amt>
        <AppliedToPriorYearsAmt referenceDocumentId="RetDoc12000100081">0</AppliedToPriorYearsAmt>
        <TreatedAsDistriFromCorpusAmt>0</TreatedAsDistriFromCorpusAmt>
        <AppliedToCurrentYearAmt>572000</AppliedToCurrentYearAmt>
        <RemainingDistriFromCorpusAmt>0</RemainingDistriFromCorpusAmt>
        <ExcessDistriCyovAppCYCorpusAmt>4142</ExcessDistriCyovAppCYCorpusAmt>
        <ExcessDistributionCyovAppCYAmt>4142</ExcessDistributionCyovAppCYAmt>
        <TotalCorpusAmt>56060</TotalCorpusAmt>
        <PriorYearUndistributedIncmAmt>0</PriorYearUndistributedIncmAmt>
        <PriorYearDeficiencyOrTaxAmt>0</PriorYearDeficiencyOrTaxAmt>
        <Taxable1Amt>0</Taxable1Amt>
        <Taxable2Amt>0</Taxable2Amt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <CorpusDistri170b1EOr4942g3Amt>0</CorpusDistri170b1EOr4942g3Amt>
        <ExcessDistriCyovFromYr5Amt>0</ExcessDistriCyovFromYr5Amt>
        <ExcessDistriCyovToNextYrAmt>56060</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear1Amt>56060</ExcessFromYear1Amt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <ContributingManagerNm>MARK R METZGER</ContributingManagerNm>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>STONY BROOK FOUNDATION</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>STONY BROOK UNIVERSITY</AddressLine1Txt>
            <CityNm>STONY BROOK</CityNm>
            <StateAbbreviationCd>NY</StateAbbreviationCd>
            <ZIPCd>11794</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>NONE</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PUBLIC CHARITY</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>EDUCATIONAL</GrantOrContributionPurposeTxt>
          <Amt>572000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>572000</TotalGrantOrContriPdDurYrAmt>
        <TotalGrantOrContriApprvFutAmt>0</TotalGrantOrContriApprvFutAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>2626</ExclusionAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>157155</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>18</ExclusionCd>
          <ExclusionAmt>199678</ExclusionAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <UnrelatedBusinessTaxblIncmAmt>0</UnrelatedBusinessTaxblIncmAmt>
          <ExclusionAmt>359459</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>0</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>359459</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>0</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>0</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>0</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>0</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>0</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>0</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>0</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>0</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>0</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>0</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AppliedToPriorYearElection documentId="RetDoc12000100081">
      <ElectionDesc>TAXPAYER ELECTS TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO A PRIOR YEARS' UNDISTRIBUTED INCOME.</ElectionDesc>
    </AppliedToPriorYearElection>
    <InvestmentsCorpStockSchedule documentId="RetDoc2018900001">
      <InvestmentsCorporateStockGrp>
        <StockNm>JPM EQUITY INDEX FUND</StockNm>
        <EOYBookValueAmt>1341189</EOYBookValueAmt>
        <EOYFMVAmt>3291966</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>JPM GROWTH ADVANTAGE FUND</StockNm>
        <EOYBookValueAmt>820955</EOYBookValueAmt>
        <EOYFMVAmt>2088055</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>JPM MID CAP EQUITY FUND</StockNm>
        <EOYBookValueAmt>1394997</EOYBookValueAmt>
        <EOYFMVAmt>2234155</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ALPHABET INC CL C</StockNm>
        <EOYBookValueAmt>77895</EOYBookValueAmt>
        <EOYFMVAmt>153441</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ALPHABET INC CL A</StockNm>
        <EOYBookValueAmt>75954</EOYBookValueAmt>
        <EOYFMVAmt>148676</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>AMAZON.COM INC</StockNm>
        <EOYBookValueAmt>214510</EOYBookValueAmt>
        <EOYFMVAmt>278573</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>AMERICAN EXPRESS</StockNm>
        <EOYBookValueAmt>29986</EOYBookValueAmt>
        <EOYFMVAmt>75561</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>APPLE INC</StockNm>
        <EOYBookValueAmt>323477</EOYBookValueAmt>
        <EOYFMVAmt>606141</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>AUTOMATIC DATA PROCESSING</StockNm>
        <EOYBookValueAmt>12686</EOYBookValueAmt>
        <EOYFMVAmt>22099</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>BERKSHIRE HATHAWAY INC</StockNm>
        <EOYBookValueAmt>68402</EOYBookValueAmt>
        <EOYFMVAmt>142491</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>BLACKROCK INC</StockNm>
        <EOYBookValueAmt>33191</EOYBookValueAmt>
        <EOYFMVAmt>47049</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>BOEING CO / THE</StockNm>
        <EOYBookValueAmt>41093</EOYBookValueAmt>
        <EOYFMVAmt>29067</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>BROADCOM INC</StockNm>
        <EOYBookValueAmt>37655</EOYBookValueAmt>
        <EOYFMVAmt>139389</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>CAPITAL ONE FINANCIAL</StockNm>
        <EOYBookValueAmt>23329</EOYBookValueAmt>
        <EOYFMVAmt>45314</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>CITIZENS FINANCIAL</StockNm>
        <EOYBookValueAmt>28223</EOYBookValueAmt>
        <EOYFMVAmt>39716</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>CLEAVELAND CLIFFS INC</StockNm>
        <EOYBookValueAmt>7236</EOYBookValueAmt>
        <EOYFMVAmt>6188</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>COMCAST CORP CL A</StockNm>
        <EOYBookValueAmt>38147</EOYBookValueAmt>
        <EOYFMVAmt>31442</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>CONSTELLATION BRANDS INC</StockNm>
        <EOYBookValueAmt>18181</EOYBookValueAmt>
        <EOYFMVAmt>19999</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ENPHASE ENERGY INC</StockNm>
        <EOYBookValueAmt>7721</EOYBookValueAmt>
        <EOYFMVAmt>3139</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>FIRST HORIZON CORP</StockNm>
        <EOYBookValueAmt>26554</EOYBookValueAmt>
        <EOYFMVAmt>43971</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>FIRST REPUBLIC BANK</StockNm>
        <EOYBookValueAmt>25566</EOYBookValueAmt>
        <EOYFMVAmt>0</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GENERAL VERNOVA</StockNm>
        <EOYBookValueAmt>26282</EOYBookValueAmt>
        <EOYFMVAmt>28734</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GLOBAL PAYMENTS INC</StockNm>
        <EOYBookValueAmt>28005</EOYBookValueAmt>
        <EOYFMVAmt>15464</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GOLDMAN SACHS GROUP</StockNm>
        <EOYBookValueAmt>32173</EOYBookValueAmt>
        <EOYFMVAmt>74246</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>KEYCORP</StockNm>
        <EOYBookValueAmt>20135</EOYBookValueAmt>
        <EOYFMVAmt>23902</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>KEYSIGHT NATIONAL CORP</StockNm>
        <EOYBookValueAmt>22719</EOYBookValueAmt>
        <EOYFMVAmt>29384</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>LINCOLN NATIONAL</StockNm>
        <EOYBookValueAmt>21684</EOYBookValueAmt>
        <EOYFMVAmt>15318</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MARRIOTT INTERNATIONAL</StockNm>
        <EOYBookValueAmt>17413</EOYBookValueAmt>
        <EOYFMVAmt>38160</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MASTERCARD INC</StockNm>
        <EOYBookValueAmt>65677</EOYBookValueAmt>
        <EOYFMVAmt>98061</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>META PLATFORMS INC</StockNm>
        <EOYBookValueAmt>102268</EOYBookValueAmt>
        <EOYFMVAmt>212498</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MICORSOFT CORP</StockNm>
        <EOYBookValueAmt>276735</EOYBookValueAmt>
        <EOYFMVAmt>536100</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>NETAPP INC</StockNm>
        <EOYBookValueAmt>21131</EOYBookValueAmt>
        <EOYFMVAmt>39122</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>PACKAGING CORP OF AMERICA</StockNm>
        <EOYBookValueAmt>12963</EOYBookValueAmt>
        <EOYFMVAmt>23392</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>PAYCHEX INC</StockNm>
        <EOYBookValueAmt>29445</EOYBookValueAmt>
        <EOYFMVAmt>46221</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>PAYPAL HOLDINGS INC</StockNm>
        <EOYBookValueAmt>38877</EOYBookValueAmt>
        <EOYFMVAmt>14404</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>PLUG POWER INC</StockNm>
        <EOYBookValueAmt>7969</EOYBookValueAmt>
        <EOYFMVAmt>526</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>PROCTER &amp; GAMBLE CO</StockNm>
        <EOYBookValueAmt>67622</EOYBookValueAmt>
        <EOYFMVAmt>87120</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>QUALCOMM INC</StockNm>
        <EOYBookValueAmt>24984</EOYBookValueAmt>
        <EOYFMVAmt>25999</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ROSS STORES INC</StockNm>
        <EOYBookValueAmt>19281</EOYBookValueAmt>
        <EOYFMVAmt>24315</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SCHWAB (CHARLES) CORP</StockNm>
        <EOYBookValueAmt>18723</EOYBookValueAmt>
        <EOYFMVAmt>29214</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>TESLA INC</StockNm>
        <EOYBookValueAmt>81315</EOYBookValueAmt>
        <EOYFMVAmt>121151</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>TEXAS INSTRUMENT INC</StockNm>
        <EOYBookValueAmt>37914</EOYBookValueAmt>
        <EOYFMVAmt>46438</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>UBER TECHNOLOGIES INC</StockNm>
        <EOYBookValueAmt>11832</EOYBookValueAmt>
        <EOYFMVAmt>16695</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>UNITED HEALTH GROUP</StockNm>
        <EOYBookValueAmt>68032</EOYBookValueAmt>
        <EOYFMVAmt>118379</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VISA INC CLASS A</StockNm>
        <EOYBookValueAmt>74806</EOYBookValueAmt>
        <EOYFMVAmt>107757</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>WALT DISNEY CO</StockNm>
        <EOYBookValueAmt>64315</EOYBookValueAmt>
        <EOYFMVAmt>43699</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>CLEAN ENERGY FUELS CORP</StockNm>
        <EOYBookValueAmt>8253</EOYBookValueAmt>
        <EOYFMVAmt>3234</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ASTRAZENECA PLC</StockNm>
        <EOYBookValueAmt>18436</EOYBookValueAmt>
        <EOYFMVAmt>16905</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>EURONET WORLD</StockNm>
        <EOYBookValueAmt>17827</EOYBookValueAmt>
        <EOYFMVAmt>12931</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GE HEALTH CARE TECHONLOGY</StockNm>
        <EOYBookValueAmt>3693</EOYBookValueAmt>
        <EOYFMVAmt>9570</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GE AEROSPACE</StockNm>
        <EOYBookValueAmt>0</EOYBookValueAmt>
        <EOYFMVAmt>63027</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsOtherSchedule2 documentId="RetDoc2018100001">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>JPM MANAGED INCOME FUND</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>FMV</ListedAtCostOrFMVCd>
        <BookValueAmt>150543</BookValueAmt>
        <EOYFMVAmt>150867</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>JPM FLOAT RATE INCOME FUND</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>FMV</ListedAtCostOrFMVCd>
        <BookValueAmt>456067</BookValueAmt>
        <EOYFMVAmt>407596</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>JPM STR INC OPPY FUND</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>FMV</ListedAtCostOrFMVCd>
        <BookValueAmt>187534</BookValueAmt>
        <EOYFMVAmt>173795</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>CASH US DOLLAR</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>FMV</ListedAtCostOrFMVCd>
        <BookValueAmt>310</BookValueAmt>
        <EOYFMVAmt>310</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>JPM INTERNATIONAL RESEARCH</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>FMV</ListedAtCostOrFMVCd>
        <BookValueAmt>1146487</BookValueAmt>
        <EOYFMVAmt>1276542</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <OtherExpensesSchedule documentId="RetDoc2003200001">
      <OtherExpensesScheduleGrp>
        <Desc>ADMINISTRATIVE EXPENSES</Desc>
        <RevenueAndExpensesPerBooksAmt>592</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <TaxesSchedule documentId="RetDoc2002500001">
      <TaxesDetail>
        <CategoryTxt>FEDERAL EXCISE TAX</CategoryTxt>
        <Amt>10000</Amt>
        <NetInvestmentIncomeAmt>0</NetInvestmentIncomeAmt>
        <DisbursementsCharitablePrpsAmt>0</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>