2023-03-16T14:59:05-05:00 2022-12-31 202840805 GOLDSTEIN LIEBERMAN & CO LLC 100 SUMMIT LAKE DRIVE SUITE 120 VALHALLA NY 10595 990PF 2022-01-01 134090179 THE JAMES AND ROBIN COOGAN FOUNDATION C/O WILLIAM SULZER JAME 9149611300 51 PONDFIELD ROAD BRONXVILLE NY 10708 JAMES COOGAN PRESIDENT 9149611300 2023-02-27 1 JAMES COOGAN 999009999 0 ANTHONY GARBUIO P00568588 9147479000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3760078 X X 1542 1542 69051 69051 -6592 158675 0 64001 70593 0 0 0 2800 2800 0 5580 5580 0 48 48 0 24084 9527 9527 32512 17955 9527 177150 177150 209662 17955 186677 -145661 52638 64388 44067 44067 3739696 3371018 3371018 589788 344993 344993 4393872 3760078 3760078 0 0 X 0 0 0 0 4393872 3760078 4393872 3760078 4393872 3760078 4393872 -145661 0 4248211 488133 3760078 SALES OF SECURITIES P 2022-12-31 158675 165267 -6592 -6592 -6592 732 0 732 0 732 2080 0 0 0 2080 0 1348 1348 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A WILLIAM SULZER 9149611300 51 PONDFIELD ROAD BRONXVILLE NY 10708 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES M COOGAN 12456 HARBOUR RIDGE BLVD PALM CITY FL 34990 PRESIDENT 2.00 0 0 0 ROBIN COOGAN 12456 HARBOUR RIDGE BLVD PALM CITY FL 34990 SECRETARY/TREASURER 1.00 0 0 0 WILLIAM E SULZER 98 EAST GRAND AVE MONTVALE NJ 07645 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 DIRECT CASH GRANTS TO SEVERAL NEEDY CHARITABLE,RELIGIOUS AND EDUCATIONAL ORGANIZATIONS. 0 0 3816313 80466 0 3896779 0 0 3896779 58452 3838327 191916 191916 732 732 191184 0 191184 0 191184 186677 0 186677 191184 176930 0 0 186677 176930 0 0 9747 0 0 0 0 0 0 0 0 181437 0 0 0 X WILLIAM SULZER 51 PONDFIELD RD BRONXVILLE NY 10708 9149611300 BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT NOVEMBER 1 NONE ALS ASSOCIATION PO BOX 6051 ALBERT LEA MN 56007 PUBLIC CHARITY UNRESTRICTED 1000 ALZHEIMER'S ASSOCIATION 2900 WESTCHESTER AVE PURCHASE NY 10577 PUBLIC CHARITY UNRESTRICTED 500 AMERICAN RED CROSS (HURRICANE IAN) PO BOX 807 NEW YORK NY 10113 PUBLIC CHARITY UNRESTRICTED 1000 AMERICAN RED CROSS (UKRAINE) PO BOX 807 NEW YORK NY 10113 PUBLIC CHARITY UNRESTRICTED 10000 BARSTOW-REED SOCIETY (JACK PALMER) PO BOX 9010 STUART FL 34995 PUBLIC CHARITY UNRESTRICTED 500 BOYS & GIRLS CLUB OF MARTIN COUNTY PO BOX 910 HOBE SOUND FL 33475 PUBLIC CHARITY UNRESTRICTED 10000 BOYS & GIRLS CLUB OF NEW ROCHELLE 79 SEVENTH ST NEW ROCHELLE NY 10801 PUBLIC CHARITY UNRESTRICTED 1000 BRISTOL POLICE HEROES FUND PO BOX907 THOMASTON CT 06787 PUBLIC CHARITY UNRESTRICTED 1000 CANCER SUPPORT TEAM 2000 WESTCHESTER AVE PURCHASE NY 10577 PUBLIC CHARITY UNRESTRICTED 5000 CATHOLIC CHARITIES 1011 FIRST AVE NEW YORK NY 10022 PUBLIC CHARITY UNRESTRICTED 5000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 PUBLIC CHARITY UNRESTRICTED 5000 COMMUNITY 2000 EDUCATION FOUNDATIN PO BOX 1161 CHARLESTOWN RI 02813 PUBLIC CHARITY UNRESTRICTED 1000 COVENANT HOUSE PO BOX 96708 WASHINGTON DC 20090 PUBLIC CHARITY UNRESTRICTED 1000 ELINOR MARTIN 150 PURCHASE ST STE 9 RYE NY 10580 PUBLIC CHARITY UNRESTRICTED 5000 DISABLED VETERANS NATIONAL FOUNDATION PO BOX 2005 MILFORD NH 03055 PUBLIC CHARITY UNRESTRICTED 1000 DOCTORS WITHOUT BORDERS 333 7TH AVE NEW YORK NY 10001 PUBLIC CHARITY UNRESTRICTED 1000 GRACEWAY VILLAGE 1780 HARTMAN ROAD FORT PIERCE FL 34947 PUBLIC CHARITY UNRESTRICTED 18000 GREYSTON FOUNDATION 21 PARK AVE YONKERS NY 10703 PUBLIC CHARITY UNRESTRICTED 1000 HABITAT FOR HUMANITY 524 MAIN ST NEW ROCHELLE NY 10801 PUBLIC CHARITY UNRESTRICTED 1000 HARBOUR RIDGE FOUNDATION 12600 HARBOUR RIDGE BLVD PALM CITY FL 34990 PUBLIC CHARITY UNRESTRICTED 2000 HOPE COMMUNITY SERVICES 50 WASHINGTON AVE NEW ROCHELLE NY 10801 PUBLIC CHARITY UNRESTRICTED 1000 HOPE RURAL SCHOOL 15929 DW 150TH STREET INDIANTOWN FL 34956 PUBLIC CHARITY UNRESTRICTED 1000 HARBOUR RIDGE FAMILY FOUNDATION 12600 HARBOUR RIDGE BLVD PALM CITY FL 34990 PUBLIC CHARITY UNRESTRICTED 1000 JONNYCAKE CENTER OF WESTERLY 23 INDUSTRIAL DRIVE WESTERLY RI 02891 PUBLIC CHARITY UNRESTRICTED 6000 LITERACY VOLUNTEER OF WASHINGTON COUNTY 93 TOWER STREET WESTERLY RI 02891 PUBLIC CHARITY UNRESTRICTED 1000 LUPUS FOUNDATION OF AMERICA 2000 L STREET NW STE 410 WASHINGTON DC 20036 PUBLIC CHARITY UNRESTRICTED 100 MAC ANGELS FOUNDATION 2005 PALMER AVE STE 291 LARCHMONT NY 10538 PUBLIC CHARITY UNRESTRICTED 1000 MARCH OF DIMES PO BOX 5041 WHITE PLAINS NY 10605 PUBLIC CHARITY UNRESTRICTED 1000 MARTIN HEALTH FOUNDATION 33 WOLFE DRIVE STUART FL 34995 PUBLIC CHARITY UNRESTRICTED 10000 MARY THERESE ROSE FUND PO BOX 9010 WANAQUE NJ 07465 PUBLIC CHARITY UNRESTRICTED 3000 MEALS ON WHEELS OF NEW ROCHELLE 31 WOLFE DRIVE NEW ROCHELLE NY 10801 PUBLIC CHARITY UNRESTRICTED 500 MT ST MICHAEL ACADEMY 50 PINTARD AVE BRONX NY 10466 PUBLIC CHARITY UNRESTRICTED 25500 MULTIPLE MYLOMA RESEARCH FOUNDATION 4300 MURDOCK AVE NORWALK CT 06851 PUBLIC CHARITY UNRESTRICTED 1000 NEIGHBOR HELPING NEIGHBORS RI PO BOX 406 CHARLESTOWN RI 02813 PUBLIC CHARITY UNRESTRICTED 1000 OCEAN COMMUNITY UNITED THEATRE 5 CANAL STREET WESTERLY RI 02894 PUBLIC CHARITY UNRESTRICTED 1000 OCEAN COMMUNITY YMCA 95 HIGH STREET WESTERLY RI 02891 PUBLIC CHARITY UNRESTRICTED 3000 FOOD PANTRY (WATKINS) 2880 CROMPOUND ROAD YORKTOWN HTS NY 10598 PUBLIC CHARITY UNRESTRICTED 1000 RHODE ISLAND CENTER ASSISTING THOSE IN NEED 805 ALTON CAROLINA RD CHARLESTOWN RI 02813 PUBLIC CHARITY UNRESTRICTED 5000 SAFESPACE 612 SE DIXIE HWY STUART FL 34994 PUBLIC CHARITY UNRESTRICTED 1000 SALT PONDS COALITION PO BOX 875 CHARLESTOWN RI 02813 PUBLIC CHARITY UNRESTRICTED 250 SALVATION ARMY PO BOX 3095 HARLAN IA 51593 PUBLIC CHARITY UNRESTRICTED 1000 SAVE THE CHILDREN 501 KINGS HWY STE 400 FAIRFIELD CT 06825 PUBLIC CHARITY UNRESTRICTED 1000 ST VINCENTS HOSPITAL 275 NORTH ST HARRISON NY 10528 PUBLIC CHARITY UNRESTRICTED 1000 THE CLEARVIEW SCHOOL 480 ALBANY POST RD BRIARCLIFF MANOR NY 10510 PUBLIC CHARITY UNRESTRICTED 500 THE V FOUNDATION FOR CANCER RESEARCH 14600 WESTON PARKWAY CARY NC 27513 PUBLIC CHARITY UNRESTRICTED 1000 TREASURE COAST FOOD BANK 401 ANGLE ROAD FORT PIERCE FL 34947 PUBLIC CHARITY UNRESTRICTED 5000 TREASURE COAST HOSPICE 9065 SE BRIDGE RD HOBE SOUND FL 33455 PUBLIC CHARITY UNRESTRICTED 250 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PUBLIC CHARITY UNRESTRICTED 250 UNITED WAY OF ST LUCIE 4800 S US HIGHWAY 1 FORT PIERCE FL 34982 PUBLIC CHARITY UNRESTRICTED 1000 VILLANOVA LAW SCHOOL 800 LANCASTER AVENUE VILLANOVA PA 19085 PUBLIC CHARITY UNRESTRICTED 1000 WESTERLY HOSPITAL 25 WELLS ST WESTERLY RI 02891 PUBLIC CHARITY UNRESTRICTED 500 WHITE PLAINS HOSPITAL 41 EAST POST ROAD WHITE PLAINS NY 10601 PUBLIC CHARITY UNRESTRICTED 7500 WIKIPEDIA FOUNDATION 1 MONTGOMERY STREET SAN FRANCISCO CA 94104 PUBLIC CHARITY UNRESTRICTED 100 WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 100 JACKSONVILLE FL 32256 PUBLIC CHARITY UNRESTRICTED 1000 ALL SECURE FOUNDATION 363 S GEYER RD STE 100 ST LOUIS MO 63127 PUBLIC CHARITY UNRESTRICTED 1000 FREYA'S CAT RESCUE 724 SAND LICK RD MCKEE KY 40447 PUBLIC CHARITY UNRESTRICTED 200 HOLY REDEEMER CATHOLIC CHURCH 1454 SW MAPP RD PALM CITY FL 34990 PUBLIC CHARITY UNRESTRICTED 1000 MIDNIGHT RUN 97 MAIN STREET DOBBS FERRY NY 10522 PUBLIC CHARITY UNRESTRICTED 1000 SOUTHAMPTON FRESH AIR FUND 36 BARKERS ISLAND RD SOUTHAMPTON NY 11968 PUBLIC CHARITY UNRESTRICTED 2500 THE HEART FAILURE SOCIETY OF AMERICA 9211 CORPORATE BLVD STE 270 ROCKVILLE MD 20850 PUBLIC CHARITY UNRESTRICTED 1000 UNICEF (UKRAINE) 125 MAIDEN LANE NEW YORK NY 10038 PUBLIC CHARITY UNRESTRICTED 10000 WARM CENTER 56 SPRUCE STREET WESTERLY RI 02891 PUBLIC CHARITY UNRESTRICTED 4000 177150 0 14 1542 14 69051 18 -6592 0 64001 0 64001 0 0 0 0 0 0 0 0 0 0 2800 2800 0 EQUITY SECURITIES 3371018 3371018 MONEY MARKET FUNDS AT COST 252131 252131 PARTNERSHIPS AT COST 92862 92862 UNREALIZED LOSS ON MARKETABLE SECURITIES AND PARTNERSHIPS 488133 INVESTMENT MANAGEMENT FEE 19054 9527 9527 BOOKKEEPING 5000 0 0 BANK FEES 30 0 0 FEDERAL TAX 4144 4144 0 NYS TAX 250 250 0 FOREIGN TAX 1186 1186 0