2024-11-14T08:07:46-08:00 2023-12-31 271547524 Baglivi & Cook 71-02 Myrtle Avenue Glendale NY 11385 990PF 2023-01-01 061507500 JMS FOUNDATION INC JMSF 5167952631 134 HUNTER RIDGE ROAD NORTH MASSAPEQUA NY 11758 RICHARD PELOSI PRESIDENT 5167952631 2024-11-14 true true WALTER J COOK P01275626 7184174397 2024-11-14 2023 2024-10-15 13:58:12Z X 2932665 X X 36919 36919 240571 240571 286 159 0 0 277490 37205 159 75000 18750 18750 37500 4902 1226 1226 2451 0 6000 2500 2500 1500 0 6394 1434 1434 2868 0 16749 14894 109045 23910 23910 59213 103765 103765 212810 23910 23910 162978 64680 13295 0 4048 7991 7991 21914 27325 27325 0 0 4484 4563 4563 2296518 2434885 2434885 542434 457901 457901 0 0 0 0 0 0 2869398 2932665 2932665 9766 8353 0 0 0 0 9766 8353 X 2859632 2924312 2859632 2924312 2869398 2932665 2859632 64680 2924312 2924312 MUTUAL FUNDS SHORT TERM GAIN ON INVESTMENTS P 2023-01-01 2023-12-31 159 0 0 159 0 0 0 159 MUTUAL FUNDS LONG TERM GAIN ON INVESTMENTS P 2020-01-01 2023-12-31 127 0 0 127 0 0 0 127 286 159 185 0 185 0 185 2000 2000 -2000 1815 1815 false false false false false false false true true NY true false false false false true N/A JMS FOUNDATION INC 5167952631 134 HUNTER RIDGE ROAD NORTH MASSAPEQUA NY 11758 false false false false true false false false false false false false false false false false false false false false false RICHARD PELOSI 134 HUNTER RIDGE ROAD NORTH MASSAPEQUA NY 11758 PRESIDENT 40.00 75000 0 0 WALTER COOK 134 HUNTER RIDGE ROAD NORTH MASSAPEQUA NY 11758 TREAS/SEC 5.00 0 0 0 NONE 0 NONE 0 SCHOLARSHIPS TO STUDENTS AT PAROCHIAL SCHOOLS & CATHOLIC COLLEGES AND UNIVERSITIES AND OTHER DESIGNATED SCHOOLS 103765 0 0 0 0 0 0 0 0 0 0 185 185 0 0 0 162978 162978 0 45856 46244 39000 39000 150257 320357 162978 0 162978 483335 0 0 0 0 45856 437479 46244 39000 39000 150257 162978 NONE NONE X MARIA REGINA SCHOOL 4045 JERUSALEM AVE SEAFORD NY 11783 SCHOOL TO PAY TUITION 5000 CHAMINDE HIGH SCHOOL 340 JACKSON AVE MINEOLA NY 11501 SCHOOL TO PAY TUITION 15630 NOTRE DAME REGIONAL HS 265 NOTRE DAME DRIVE CAPE GIRARDEAU MO 63701 SCHOOL TO PAY TUITION 23000 ST ANTHONY'S HIGH SCHOOL 275 WOLF HILL RD HUNTINGTON NY 11747 SCHOOL TO PAY TUITION 35855 HOLY CROSS HIGH SCHOOL 26-20 FRANCIS LEWIS BLVD FLUSHING NY 11358 SCHOOL TO PAY TUITION 9890 ST FRANCIS COLLEGE 180 REMSEN STREET BROOKLYN NY 11201 SCHOOL TO PAY TUITION 2500 ST PHILIP & JAMES SCHOOL 359 CLINTON AVE ST JAMES NY 11780 SCHOOL TO PAY TUITION 11890 103765 14 36919 0 18 240571 277490 0 277490 9 REFER TO EXCLUSION CODE 18 false false false false false false false false false false WALTER J. COOK, CPA REVIEW & 990-PF RETURN 6000 2500 2500 1500 MUTUAL FUNDS SHORT TERM GAIN ON INVESTMENTS 2023-01 Purchased 2023-12 159 159 MUTUAL FUNDS LONG TERM GAIN ON INVESTMENTS 2021-01 Purchased 2023-12 127 127 UNREALIZED GAINS ON INVESTMENTS Purchased 2023-12 240285 240285 PIMCO REAL RETURN FUND 278080 278080 MASS MUTUAL 179821 179821 ALLIANCE BERNSTEIN DISCOVERY VALUE FUND 43381 43381 AMERICAN BALANCED FUND 30649 30649 DODGE & COX BALANCED FUND 37219 37219 OAKMARK FUND 64753 64753 PIMCO ALL ASSET FUND 74913 74913 PIMCO COMMODITY REAL RETURN STRATEGY FUND 4080 4080 VANGUARD WORLD FUND 304049 304049 VANGUARD SCOTTSDALE 97873 97873 INVESCO COMSTOCK FUND 7452 7452 INVESCO MAIN STREET MID CAP FUND 4164 4164 NATIONWIDE FUND 879643 879643 LINCOLN FINANCIAL 830697 830697 METLIFE 56012 56012 INSURANCE 1789 894 OFFICE EXPENSES 960 GIFTS & DONATIONS 14000 14000 PAYROLL TAXES 5737 1434 1434 2868 FEDERAL TAXES 657