2013-05-06T12:43:11-05:00 2012-12-31 132550103 D'ARCANGELO & CO LLP 800 WESTCHESTER AVE SUITE N-400 RYE BROOK NY 105731301 990PF 2012-01-01 134090179 THE JAMES M COOGAN FAMILY FOUNDATION JAME 9149611300 51 PONDFIELD RD BRONXVILLE NY 10708 JAMES COOGAN 9149611300 2013-04-30 1 ANTHONY PENNELLA P00834560 9146944600 2013-04-30 2012 2016-02-24 21:20:13Z X 1492410 X X 16949 16949 35640 35640 10808 259083 10808 63397 63397 0 0 0 26133 12171 0 26133 12171 0 73600 73600 99733 12171 73600 -36336 51226 34742 26345 26345 1155330 1187246 1187246 327306 229510 229510 109765 49309 49309 1627143 1492410 1492410 0 0 X 0 0 0 0 1627143 1492410 1627143 1492410 1627143 1492410 1627143 -36336 0 1590807 98397 1492410 PUBLICLY TRADED SECURITIES P 2012-06-30 2012-12-31 54155 76980 -22825 -22825 PUBLICLY TRADED SECURITIES P 2012-06-30 2012-12-31 203278 171295 31983 31983 P 2012-06-30 2012-12-31 32 32 32 CAPITAL GAINS DIVIDENDS P 1618 1618 1618 10808 0 67075 1566917 0.042807 76190 1563148 0.048741 77287 1524910 0.050683 99905 1776826 0.056227 86216 1852266 0.046546 0.245004 0.049001 1535741 75253 512 75765 73600 1025 0 1025 0 1025 520 520 505 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 3.00 0 0 0 ROBIN COOGAN 34 STONYGATE OVAL NEW ROCHELLE NY 10804 1.00 0 0 0 NONE 0 NONE 0 DIRECT CASH GRANTS TO SEVERAL NEEDY CHARITABLE, RELIGIOUS, AND EDUCATIONAL ORGANIZATIONS. 73600 0 1507036 52092 0 1559128 0 0 1559128 23387 1535741 76787 76787 1025 1025 75762 0 75762 0 75762 73600 0 73600 0 73600 75762 73373 0 0 73600 73373 0 0 227 0 0 0 0 0 0 0 0 75535 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 2012 DIOCESAN APPEAL 1011 FIRST AVE NEW YORK NY 10022 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1000 AMERICAN INSTITUTE FOR CANCER RESEARCH 2330 EASTCHESTER RD EASTCHESTER NY 10469 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 200 BOYS & GIRLS CLUB OF NEW ROCHELLE 79 SEVENTH ST NEW ROCHELLE NY 10801 NONE PUBLIC CHARITY UNRESTRICTED GRAN 400 BRIDGEPORT RESCUE MISSION 1088 FAIRFIELD AVE BRIDGEPORT CT 06605 NONE PUBLIC CHARITY UNRESTRICTED GRANT 250 CALVARY HOSPITAL FUND INC 1740 EASTCHESTER RD BRONX NY 10461 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 250 CANCER SUPPORT TEAM 875 MAMARONECK AVENUE STE 204 MAMARONECK NY 10543 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 10750 CATHOLIC CHARITIES 1011 FIRST AVE NEW YORK NY 10022 NONE PUBLIC CHARITY UNRESTRICTED GRANT 5000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON ST BALTIMORE MD 21201 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 5000 CATO INSTITUTE 1000 MASSACHUSETTS AVENW WASHINGTON DC 20001 NONE PUBLIC CHARITY UNRESTRICTED GRANT 100 COMMUNITY 2000 EDUCATION FOUNDATION PO BOX 1161 CHARLESTOWN RI 02813 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 600 DIOCESE OF PALM BEACH 9995 N MILITARY TRAIL PALM BEACH GARDENS FL 33410 NONE PUBLIC CHARITY UNRESTRICTED 1000 FOOD FOR THE POOR 6401 LYONS ROAD COCONUT CREEK FL 33073 NONE PUBLIC CHARITY UNRESTRICTED GRANT 3000 FRIENDS OF PAULINE BENEFIT FUND PO BOX 526 TUCKAHOE NY 10707 NONE PUBLIC CHARITY UNRESTRICTED GRANT 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 CHARITY UNRESTRICTED 1000 HUDSON VALLEY NATIONAL FOUNDATION 21 SCARSDALE RD YONKERS NY 10707 NONE PUBLIC CHARITY UNRESTRICTED GRANTS;LISTTOTAL 750 250 JANSEN HOSPICE 670 WHITE PLAINS RD SCARSDALE NY 10583 NONE PUBLIC CHARITY UNRESTRICTED GRANT 200 LAWRENCE HOSPITAL 55 PALMER AVE BRONXVILLE NY 10708 NONE PUBLIC CHARITY UNRESTRICTED 500 LITERACY VOLUNTEERS OF WASH COUNTY 93 TOWER STREET WESTERLY RI 02891 NONE PUBLIC CHARITY UNRESTRICTED 300 MAC ANGELS 2005 PALMER AVENUE STE 291 LARCHMONT NY 10538 NONE PUBLIC CHARITY UNRESTRICTED GRANT 250 MARCH OF DIMES 1275 MAMARONECK AVE WHITE PLAINS NY 10605 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1000 MARY THERESA ROSE FUND 33 WOLFE DRIVE WANAQUE NJ 07465 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 1000 MEALS ON WHEELS OF NEW ROCHELLE 50 PINTARD AVE NEW ROCHELLE NY 10801 NONE PUBLIC CHARITY UNRESTRICTED 500 MT ST MICHAEL ACADEMY 4300 MURDOCK AVE BRONX NY 10466 NONE PUBLIC CHARITY UNRESTRICTED 12500 NATIONAL MS SOCIETY 733 THIRD AVE NEW YORK NY 10017 NONE PUBLIC CHARITY UNRESTRICTED GRANT 200 NETWORK FOR TEACHING ENTREPRENEURSHIP 70 WEST RED OAK LANE WHITE PLAINS NY 10604 NONE PUBLIC CHARITY UNRESTRICTED 1000 OCEAN COMMUNITY YMCA 95 HIGH STREET WESTERLY RI 02891 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 3000 PADRE PIO SHELTER 419 E 155TH STREET BRONX NY 10455 NONE PUBLIC CHARITY UNRESTRICTED 200 PBA OF NEW ROCHELLE MAIN STREET NEW ROCHELLE NY 10801 NONE PUBLIC CHARITY UNRESTRICTED 300 PLAY FOR PINK WYKAGYL COUNTRY CLUB-1195 NORTH AVE NEW ROCHELLE NY 10804 NONE PUBLIC CHARITY UNRESTRICTED GRANT 100 RED CROSS 520 WEST 49TH STREET NEW YORK NY 10019 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1000 RHODE ISLAND CENTER ASSISTING THOSE IN NEED 805 ALTON CAROLINA RD CHARLESTOWN RI 02813 NONE PUBLIC CHARITY UNRESTRICTED GRANT 500 ROSALIE HALL FUND 1011 FIRST AVE NEW YORK NY 10022 NONE PUBLIC CHARITY UNRESTRICTED GRANT 2000 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 500 SANDY HOOK SCHOOL SUPPORT FUND C/O NEWTOWN SAVINGS BANK-39 MAIN STREET NEWTOWN CT 06470 NONE PUBLIC CHARITY UNRESTRICTED GRANT 500 SECURITY ON CAMPUS 110 GALLAGHER ROAD WAYNE PA 19087 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1500 SMILE TRAIN 41 MADISON AVE NEW YORK NY 10010 NONE PUBLIC CHARITY UNRESTRICTED 100 ST BARNABAS ELEMENTARY SCHOOL 413 E 241ST STREET BRONX NY 10470 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 2000 ST JOSEPH SEMINARY 201 SEMINARY AVENUE YONKERS NY 10704 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1000 ST JUDES CHILDRENS' HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PUBLIC CHARITY UNRESTRICTED GRANT 250 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 750 THE CLEARVIEW SCHOOL 480 ALBANY POST RD BRIARCLIFF MANOR NY 10510 NONE PUBLIC CHARITY UNRESTRICTED 500 THE RHODE ISLAND CENTER ASSISTING THOSE IN NEED PO BOX 204 CHARLESTOWN RI 02813 NONE PUBLIC CHARITY UNRESTRICTED 1000 THE SHARING COMMUNITY INC PO BOX 657 YONKERS NY 10702 NONE PUBLIC CHARITY UNRESTRICTED 500 UNITED WAY OF ST LUCIE 4800 S US HIGHWAY 1 FORT PIERCE FL 34982 NONE PUBLIC CHARITY UNRESTRICTED GRANTS 500 USO PO BOX 96322 WASHINGTON DC 20090 NONE PUBLIC CHARITY UNRESTRICTED 250 VILLANOVA LAW SCHOOL 800 LANCASTER AVENUE VILLANOVA PA 19085 NONE PUBLIC CHARITY UNRESTRICTED GRANT 1000 WCS RUN FOR THE WILD PELHAM PARKWAY BRONX NY 10460 NONE PUBLIC CHARITY UNRESTRICTED GRANT 100 WEST SPRINGFIELD ROTARY FOUNDATION PO BOX 2097 SPRINGFIELD VA 22152 NONE PUBLIC CHARITY UNRESTRICTED GRANT 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 WILDLIFE CONSERVATION SOCIETY RUN FOR THE WILD PELHAM PARKWAY BRONX NY 10460 NONE PUBLIC CHARITY UNRESTRICTED GRANT 100 WLIW 21 825 8TH AVE NEW YORK NY 10019 NONE PUBLIC CHARITY UNRESTRICTED 100 WOUNDED WARRIOR PROJECT 4899 BELFORT RD JACKSONVILLE FL 32256 NONE PUBLIC CHARITY UNRESTRICTED 500 73600 0 14 16949 14 35640 14 18 10808 0 63397 0 63397 0 0 0 0 0 0 0 0 0 0 THE TAXPAYER HEREBY ELECTS TO APPLY PART OF ($4,182) THE REMAINING QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME REMAINING FROM 2005 UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2). FIXED INCOME 229510 229510 EQUITY SECURITIES 1187246 1187246 MONEY MARKET FUNDS FMV 49309 49309 UNREALIZED LOSS ON MARKETABLE SECURITIES 98397 INVESTMENT MANAGEMENT FEES 11866 11866 0 PASSIVE LOSS FROM ENTERPRISE PROD. LP 5794 0 0 PASSIVE LOSS FROM KINDERMORGAN ENERGY PARTNERS LP 7479 0 0 ADMINISTRATIVE EXPENSES 40 40 0 NYS FILING FEE 250 0 0 INVESTMENT INTEREST EXPENSE 84 84 0 FOREIGN TAXES PAID 181 181 0 FEDERAL EXCISE TAX 439 0 0