2025-11-17T08:06:48-08:00 2024-12-31 271547524 Baglivi & Cook 71-02 Myrtle Avenue Glendale NY 11385 990PF 2024-01-01 061507500 JMS FOUNDATION INC JMSF 5167952631 134 HUNTER RIDGE ROAD NORTH MASSAPEQUA NY 11758 RICHARD PELOSI PRESIDENT 5167952631 2025-11-14 true true WALTER J COOK P01275626 7184174397 2025-11-17 2024 2025-03-06 01:10:19Z X 2986676 X X 33978 33978 241953 241953 30349 958 0 0 275931 64327 958 75000 18750 18750 37500 5842 1461 1461 2921 0 6000 2500 2500 1500 0 7779 1434 1434 2868 0 4917 1096 99538 24145 24145 45885 122221 122221 221759 24145 24145 168106 54172 40182 0 7991 0 0 27325 81599 81599 0 0 4563 4663 4663 2434885 2584409 2584409 457901 316005 316005 0 0 0 0 0 0 2932665 2986676 2986676 8353 8192 0 0 0 0 8353 8192 X 2924312 2978484 2924312 2978484 2932665 2986676 2924312 54172 2978484 2978484 MUTUAL FUNDS SHORT TERM GAIN ON INVESTMENTS P 2024-01-01 2024-12-31 958 0 0 958 0 0 0 958 MUTUAL FUNDS LONG TERM GAIN ON INVESTMENTS P 2020-01-01 2024-12-31 29391 0 0 29391 0 0 0 29391 30349 958 559 0 559 0 559 1815 0 1815 -1815 1256 1256 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 109221 FINANCIAL ASSISTANCE TO RETIRED RELIGIOUS BROTHERS 13000 0 0 0 0 0 0 0 0 0 0 559 559 0 0 0 168106 168106 0 46244 39000 39000 150257 162978 437479 168106 0 168106 605585 0 0 0 0 46244 559341 39000 39000 150257 162978 168106 NONE NONE X CHAMINDE HIGH SCHOOL 340 JACKSON AVE MINEOLA NY 11501 SCHOOL TO PAY TUITION 16820 NOTRE DAME REGIONAL HS 265 NOTRE DAME DRIVE CAPE GIRARDEAU MO 63701 SCHOOL TO PAY TUITION 27500 ST ANTHONY'S HIGH SCHOOL 275 WOLF HILL RD HUNTINGTON NY 11747 SCHOOL TO PAY TUITION 44048 HOLY CROSS HIGH SCHOOL 26-20 FRANCIS LEWIS BLVD FLUSHING NY 11358 SCHOOL TO PAY TUITION 10103 ST PHILIP & JAMES SCHOOL 359 CLINTON AVE ST JAMES NY 11780 SCHOOL TO PAY TUITION 10750 FRANCISCAN BROTHERS OF BROOKLYN 135 REMSEN STREET BROOKLYN NY 11201 RELIGIOUSORDER FINANCIAL ASSISTANCETO RETIREDRELIGIOUS BROTHERS 13000 122221 14 33978 18 241953 275931 275931 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 2024-01 Purchased 2024-12 958 958 MUTUAL FUNDS LONG TERM GAIN ON INVESTMENTS 2020-01 Purchased 2024-12 29391 29391 UNREALIZED GAINS ON INVESTMENTS Purchased 2023-12 211604 211604 PIMCO REAL RETURN FUND 233641 233641 MASS MUTUAL 82364 82364 ALLIANCE BERNSTEIN DISCOVERY VALUE FUND 47548 47548 AMERICAN BALANCED FUND 35206 35206 DODGE & COX BALANCED FUND 40512 40512 OAKMARK FUND 64096 64096 PIMCO ALL ASSET FUND 47445 47445 VANGUARD WORLD FUND 300034 300034 VANGUARD SCOTTSDALE 98683 98683 NATIONWIDE FUND 921125 921125 LINCOLN FINANCIAL 960408 960408 METLIFE 69352 69352 INSURANCE 2192 1096 OFFICE EXPENSES 2725 PAYROLL TAXES 5737 1434 1434 2868 FEDERAL TAXES 2042