2015-05-13T10:07:20-05:00 2014-12-31 132550103 D'ARCANGELO & CO LLP 800 WESTCHESTER AVE SUITE N-400 RYE BROOK NY 105731301 990PF 2014-01-01 134090179 THE JAMES M COOGAN FAMILY FOUNDATION JAME 9149611300 51 PONDFIELD RD BRONXVILLE NY 10708 JAMES COOGAN PRESIDENT 9149611300 2015-05-12 1 ANTHONY PENNELLA P00834560 9146944600 2015-05-12 2014 2016-03-07 17:11:31Z X 1847245 X X 7171 7171 29443 29443 581862 2139222 581862 618476 618476 0 0 0 3139 1624 0 3139 1624 0 82750 82750 85889 1624 82750 532587 616852 19653 21260 21260 1441096 1239582 1239582 151465 283105 283105 115109 303298 303298 1727323 1847245 1847245 0 0 X 0 0 0 0 1727323 1847245 1727323 1847245 1727323 1847245 1727323 532587 1372 2261282 414037 1847245 PUBLICLY TRADED SECURITIES-SCHWAB P 2014-12-31 352504 333769 18735 18735 PUBLICLY TRADED SECURITIES-SCHWAB P 2014-12-31 1758075 1198121 559954 559954 TRANE INC. 5.5% P 2014-11-24 25470 25470 0 0 CAPITAL GAINS DIVIDENDS P 3173 3173 3173 581862 0 75850 1610743 0.047090 73600 1535741 0.047925 67075 1566917 0.042807 76190 1563148 0.048741 77287 1524910 0.050683 0.237246 0.047449 1326170 62925 6169 69094 82750 X 6169 0 6169 0 6169 0 25 6194 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A JAMES COOGAN 9149611300 51 PONDFIELD RD BRONXVILLE NY 10708 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES M COOGAN 34 STONYGATE OVAL NEW ROCHELLE NY 10804 PRESIDENT 3.00 0 0 0 ROBIN COOGAN 34 STONYGATE OVAL NEW ROCHELLE NY 10804 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 DIRECT CASH GRANTS TO SEVERAL NEEDY CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS. 0 0 1314126 32239 0 1346365 0 0 1346365 20195 1326170 66309 66309 6169 6169 60140 0 60140 0 60140 82750 0 82750 6169 76581 60140 79077 0 0 82750 79077 0 0 3673 0 0 0 0 0 0 0 0 56467 0 0 0 X JAMES M COOGAN 51 PONDFIELD RD BRONXVILLE NY 10708 9149611300 BY LETTER SUPPORTED BY BUDGET FOR EXPENDITURE OF REQUESTED GRANT. NOVEMBER 1 NONE ALZHEIMER'S ASSOCIATION 2900 WESTCHESTER AVE PURCHASE NY 10577 NONE PUBLIC CHARITY UNRESTRICTED 200 AMERICAN CANCER SOCIETY 250 WILLIAMS ST NW ATLANTA GA 30303 NONE PUBLIC CHARITY UNRESTRICTED 200 AMERICAN HEART ASSOCIATION 301 MANCHESTER RD POUGHKEEPSIE NY 12603 NONE PUBLIC CHARITY UNRESTRICTED 200 AMERICAN RED CROSS PO BOX 400218 DES MOINES IA 50340 NONE PUBLIC CHARITY UNRESTRICTED 250 AUTISM SPEAKS PO BOX 26401 LEHIGH VALLEY PA 18002 NONE PUBLIC CHARITY UNRESTRICTED 250 BOYS & GIRLS CLUB OF NEW ROCHELLE 79 SEVENTH ST NEW ROCHELLE NY 10801 NONE PUBLIC CHARITY UNRESTRICTED GRAN 250 CALVARY HOSPITAL FUND INC 1740 EASTCHESTER RD BRONX NY 10461 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 200 CANCER SUPPORT TEAM 2000 WESTCHESTER AVENUE STE 103 PURCHASE NY 10577 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 10000 CATHOLIC CHARITIES 1011 FIRST AVE NEW YORK NY 10022 NONE PUBLIC CHARITY UNRESTRICTED GRANT;LISTTOTAL 0 5000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON ST BALTIMORE MD 21201 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 7000 CHRISTINE MCMANNON MEMORIAL FUND 1354 NORTH AVE NEW ROCHELLE NY 10804 NONE PUBLIC CHARITY UNRESTRICTED 250 CHURCH OF ST PIUS X 91 SECOR RD SCARSDALE NY 10583 NONE PUBLIC CHARITY UNRESTRICTED 2000 CLERY CENTER 110 GALLAGHER ROAD WAYNE PA 19087 NONE PUBLIC CHARITY UNRESTRICTED 250 CLUSTER COMMUNITY SERVICES 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY UNRESTRICTED 250 COMMUNITY 2000 EDUCATION FOUNDATION PO BOX 1161 CHARLESTOWN RI 02813 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 500 DIOCESE OF PALM BEACH 9995 N MILITARY TRAIL PALM BEACH GARDENS FL 33410 NONE PUBLIC CHARITY UNRESTRICTED 1000 DOCTORS WITHOUT BORDERS 333 7TH AVE NEW YORK NY 10001 NONE PUBLIC CHARITY UNRESTRICTED 500 FORDHAM PREPERATORY SCHOOL WILMOT RD NEW ROCHELLE NY 10801 NONE PUBLIC CHARITY UNRESTRICTED 1000 GREYSTON FOUNDATION 21 PARK AVE YONKERS NY 10703 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 1000 HABITAT FOR HUMANITY 524 MAIN STREET NEW ROCHELLE NY 10801 NONE PUBLIC 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STUART FL 34995 NONE PUBLIC CHARITY UNRESTRICTED 1000 MARY THERESA ROSE FUND 33 WOLFE DRIVE WANAQUE NJ 07465 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 2000 MASSACHUSETTS EYE AND EAR FOUNDATION 243 CHARLES STREET BOSTON MA 02114 NONE PUBLIC CHARITY UNRESTRICTED 250 MEALS ON WHEELS OF NEW ROCHELLE 50 PINTARD AVE NEW ROCHELLE NY 10801 NONE PUBLIC CHARITY UNRESTRICTED 250 MT ST MICHAEL ACADEMY 4300 MURDOCK AVE BRONX NY 10466 NONE PUBLIC CHARITY UNRESTRICTED 21500 NATIONAL WWII MUSEUM 945 MAGAZINE ST NEW ORLEANS LA 70130 NONE PUBLIC CHARITY UNRESTRICTED 100 NETWORK FOR TEACHING ENTREPRENEURSHIP 70 WEST RED OAK LANE WHITE PLAINS NY 10604 NONE PUBLIC CHARITY UNRESTRICTED 1000 NEW ROCHELLE YOUTH TACKLE LEAGUE PO BOX 1243 NEW ROCHELLE NY 10802 NONE PUBLIC CHARITY UNRESTRICTED 250 NFTE FAIRCHESTER 70 WEST RED OAK LANE WHITE PLAINS NY 10604 NONE PUBLIC CHARITY UNRESTRICTED 1000 NY CREATIVE ARTS THERAPY FOUNDATION 16 VILLARD AVE HASTINGS NY 10706 NONE PUBLIC CHARITY UNRESTRICTED 100 PBA OF NEW ROCHELLE MAIN STREET NEW ROCHELLE NY 10801 NONE PUBLIC CHARITY UNRESTRICTED 1000 RHODE ISLAND CENTER ASSISTING THOSE IN NEED 805 ALTON CAROLINA RD CHARLESTOWN RI 02813 NONE PUBLIC CHARITY UNRESTRICTED GRANT 500 SAFESPACE 632 SE MONTEREY RD STUART FL 34994 NONE PUBLIC CHARITY UNRESTRICTED 500 SALT PONDS COALITION PO BOX 875 CHARLESTOWN RI 02813 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 250 ST BARNABAS ELEMENTARY SCHOOL 413 E 241ST STREET BRONX NY 10470 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 2250 ST JOHN'S RIVERSIDE HOSPITAL 967 NORTH BROADWAY YONKERS NY 10701 NONE PUBLIC CHARITY UNRESTRICTED 200 ST JOSEPH'S MEDICAL CENTER 127 SOUTH BROADWAY YONKERS NY 10701 NONE PUBLIC CHARITY UNRESTRICTED 1200 ST PIUS X 91 SECOR RD SCARSDALE NY 10583 NONE PUBLIC CHARITY UNRESTRICTED 1000 ST VINCENTS HOSPITAL 275 NORTH ST HARRISON NY 10528 NONE PUBLIC CHARITY UNRESTRICTED 500 THE CLEARVIEW SCHOOL 480 ALBANY POST RD BRIARCLIFF MANOR NY 10510 NONE PUBLIC CHARITY UNRESTRICTED 250 THE SHARING COMMUNITY INC PO BOX 657 YONKERS NY 10702 NONE PUBLIC CHARITY UNRESTRICTED 250 TREASURE COAST HOSPICE 9065 SE BRIDGE ROAD HOBE SOUND FL 33455 NONE PUBLIC CHARITY UNRESTRICTED 250 TRINITY COLLEGE 300 SUMMIT STREET HARTFORD CT 06106 NONE PUBLIC CHARITY UNRESTRICTED 100 USO PO BOX 96322 WASHINGTON DC 20090 NONE PUBLIC CHARITY UNRESTRICTED 200 VILLANOVA LAW SCHOOL 800 LANCASTER AVENUE VILLANOVA PA 19085 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1000 WESTCHESTER GOLF ASSOC CADDY SCHOLARSHIP FUND 49 KNOLLWOOD RD ELMSFORD NY 10523 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 100 WESTERLY HOSPITAL 25 WELLS ST WESTERLY RI 02891 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 500 WHITE PLAINS HOSPITAL 41 EAST POST RD WHITE PLAINS NY 10601 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 5000 WLIW 21 825 8TH AVE NEW YORK NY 10019 NONE PUBLIC CHARITY UNRESTRICTED 1000 WORLD WAR II VETERANS COMMITTEE 1100 N GLEBE RD ARLINGTON VA 22201 NONE PUBLIC CHARITY UNRESTRICTED 100 WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 NONE PUBLIC CHARITY UNRESTRICTED 1000 YMCA OF OCEAN COMMUNITY 95 HIGH STREET WESTERLY RI 02891 NONE PUBLIC CHARITY UNRESTRICTED 1000 82750 0 14 7171 14 29443 14 18 581862 0 618476 0 618476 0 0 0 0 0 0 0 0 0 0 FIXED INCOME 283105 283105 EQUITY SECURITIES 1239582 1239582 MONEY MARKET FUNDS FMV 303298 303298 UNREALIZED LOSS ON MARKETABLE SECURITIES 414037 ADMINISTRATIVE EXPENSES 1500 1500 0 NYS FILING FEE 250 0 0 FOREIGN TAXES PAID 124 124 0 FEDERAL EXCISE TAXES 1265 0 0 PASSIVE INCOME 1362 EXEMPT DIVIDENDS 10