Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 07-01-2013 , and ending 06-30-2014
Name of foundation
KAHN CHARITABLE FOUNDATION CO SAMET & COMPANY PC
 

Number and street (or P.O. box number if mail is not delivered to street address)1330 BOYLSTON STREET   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHESTNUT HILL, MA02467
A Employer identification number

04-6718867
B Telephone number (see instructions)

(617) 731-1222
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,733,083J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 308,368 308,368  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 542,200
b Gross sales price for all assets on line 6a 4,688,052
7 Capital gain net income (from Part IV, line 2)... 542,200
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 850,568 850,568  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,200 1,600   1,600
c Other professional fees (attach schedule).... Click to see attachment 14,001 7,000   7,001
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 4,243 0   125
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,444 8,600   8,726
25 Contributions, gifts, grants paid........ 727,304 727,304
26 Total expenses and disbursements. Add lines 24 and 25 748,748 8,600   736,030
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 101,820
b Net investment income (if negative, enter -0-) 841,968
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 442,669 239,864 239,864
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,112,328 Click to see attachment789,798 810,160
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........ 2,548,700 Click to see attachment3,045,800 3,089,722
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 8,091,678 Click to see attachment8,221,733 12,593,337
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,195,375 12,297,195 16,733,083
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 12,195,375 12,297,195
30 Total net assets or fund balances (see page 17 of the
instructions).................... 12,195,375 12,297,195
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 12,195,375 12,297,195
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 12,195,375
2 Enter amount from Part I, line 27a..................... 2 101,820
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 12,297,195
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 12,297,195
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a ATLANTIC TRUST 50-000576 SHORT-TERM P    
b ATLANTIC TRUST 50-000576 LONG-TERM P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 50,759   37,377 13,382
b 4,637,293   4,108,475 528,818
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       13,382
b       528,818
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 542,200
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 693,500 14,879,205 0.046609
2011 661,536 14,236,866 0.046466
2010 699,528 14,230,328 0.049158
2009 635,634 13,848,176 0.045900
2008 762,242 12,339,405 0.061773
2 Total of line 1, column (d) ...................... 2 0.249906
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.049981
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 15,945,850
5 Multiply line 4 by line 3....................... 5 796,990
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,420
7 Add lines 5 and 6......................... 7 805,410
8 Enter qualifying distributions from Part XII, line 4.............. 8 736,030
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 16,839
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 16,839
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,839
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 11,000
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,839
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSAMET COMPANY PC Telephone no.bullet (617) 731-1222
    Located atbullet1330 BOYLSTON STREETCHESTNUT HILLMA ZIP+4bullet02467
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JOSEPH KAHN TRUSTEE
    0.00     		0 0 0
    45 5TH AVENUE UNIT 6W
    NEW YORK,NY10003
    ATLANTIC TRUST COMPANY TRUSTEE
    0.00     		0 0 0
    100 FEDERAL STREET
    BOSTON,MA02110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    797,293
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    16,839
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,839
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    780,454
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    780,454
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    780,454
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 780,454
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 724,805
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 736,030
    a Applied to 2012, but not more than line 2a 724,805
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 11,225
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		769,229
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN LUNG ASSOCIATION
    1301 PENNSYLVANIA AVE NW SUITE 800
    WASHINGTON,DC20004     		NONE EXEMPT UNRESTRICTED 21,143
    AMERICAN MUSEUM OF NATURAL HISTORY
    CENTRAL PARK AND 77TH STREET
    NEW YORK,NY10024     		NONE EXEMPT UNRESTRICTED 1,750
    ASIA CATALYST
    39 WEST 32ND STREET SUITE 1602
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 6,000
    ASIAN LAW CAUCUS
    55 COLUMBUS AVENUE
    SAN FRANCISO,CA94111     		NONE EXEMPT UNRESTRICTED 5,000
    BARROW STREET NURSERY SCHOOL
    224 WEST 30TH STREET SUITE 302
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 10,000
    BAY COLONY RAIL
    420 WASHINGTON STREET
    BRAINTREE,MA02184     		NONE EXEMPT UNRESTRICTED 21,143
    CARNEGIE HALL
    881 SEVENTH AVENUE
    NEW YORK,NY10019     		NONE EXEMPT UNRESTRICTED 15,000
    CENTER FOR REPRODUCTIVE RIGHTS
    120 WALL STREET
    NEW YORK,NY10005     		NONE EXEMPT UNRESTRICTED 30,000
    CHAMBER MUSIC SOCIETY
    60 GORE STREET
    CAMBRIDGE,MA02141     		NONE EXEMPT UNRESTRICTED 21,000
    CHARLES RIVER WATERSHED ASSOCIATION
    190 PARK ROAD
    WESTON,MA02493     		NONE EXEMPT UNRESTRICTED 21,143
    ENVIRONMENTAL MASSACHUSETTS
    44 WINTER STREET 401
    BOSTON,MA02108     		NONE EXEMPT UNRESTRICTED 10,077
    GREEN COUNTY YMCA
    370 MANSION STREET
    WEST COXSACKIE,NY12192     		NONE EXEMPT UNRESTRICTED 20,000
    HEPATITIS B FOUNDATION
    3805 OLD EASTON ROAD
    DOYLESTOWN,PA18902     		NONE EXEMPT UNRESTRICTED 20,000
    KBK
    3433 AGLER ROAD SUITE 2000
    COLUMBUS,OH43219     		NONE EXEMPT UNRESTRICTED 10,077
    MARIE STOPES INTERNATIONAL
    1 CONWAY STREET FITZROY SQUARE
    LONDON   W1T 6LP
    UK     		NONE EXEMPT UNRESTRICTED 21,143
    MASS AUDOBON
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773     		NONE EXEMPT UNRESTRICTED 21,143
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE EXEMPT UNRESTRICTED 550
    METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023     		NONE EXEMPT UNRESTRICTED 2,500
    MIDDLESEX SCHOOL
    1400 LOWELL ROAD
    CONCORD,MA01742     		NONE EXEMPT UNRESTRICTED 55,000
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE EXEMPT UNRESTRICTED 360
    NATIONAL CHILDREN'S CANCER SOCIETY
    1 SOUTH MEMORIAL DRIVE SUITE 800
    SAINT LOUIS,MO63102     		NONE EXEMPT UNRESTRICTED 1,000
    NEEDHAM COMMUNITY FARM
    1147 CENTRAL AVENUE
    NEEDHAM,MA02492     		NONE EXEMPT UNRESTRICTED 10,077
    NEEDHAM COMMUNITY SCHOOL
    1330 HIGHLAND AVENUE
    NEEDHAM,MA02492     		NONE EXEMPT UNRESTRICTED 21,143
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE EXEMPT UNRESTRICTED 5,000
    NORTHEAST ORGANIC FARMING ASSOCIATION
    411 SHELDON ROAD
    BARRE,MA01005     		NONE EXEMPT UNRESTRICTED 42,286
    PATHFINDER INTERNATIONAL
    9 GALEN STREET SUITE 217
    WATERTOWN,MA02472     		NONE EXEMPT UNRESTRICTED 15,000
    PIANO OUTREACH OF NEW YORK
    461 CENTRAL PARK WEST SUITE 3A
    NEW YORK,NY10025     		NONE EXEMPT UNRESTRICTED 1,000
    SHORE COUNTRY DAY SCHOOL
    545 CABOT STREET
    BEVERLY,MA01915     		NONE EXEMPT UNRESTRICTED 241,664
    THE NEW PRESS
    38 GREENE STREET 4TH FLOOR
    NEW YORK,NY10013     		NONE EXEMPT UNRESTRICTED 2,500
    WUMB RADIO
    100 MORRISSEY BLVD
    BOSTON,MA02125     		NONE EXEMPT UNRESTRICTED 21,143
    ANTI-VIOLENCE PROJECT
    240 W 35TH ST 200
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 1,000
    COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 8,019
    COLLEGIATE SCHOOL
    260 W 78TH ST
    NEW YORK,NY10024     		NONE EXEMPT UNRESTRICTED 15,000
    HARVARD COLLEGE FUND
    124 MOUNT AUBURN ST
    CAMBRIDGE,MA02138     		NONE EXEMPT UNRESTRICTED 2,500
    PERMANENT DONATION FUND
    1139 HIGHLAND AVENUE
    NEEDHAM,MA02492     		NONE EXEMPT UNRESTRICTED 21,143
    THE HARVARD CRIMSON
    124 MOUNT AUBURN ST
    CAMBRIDGE,MA02138     		NONE EXEMPT UNRESTRICTED 1,500
    THE PARK AVENUE ARMORY
    643 PARK AVE
    NEW YORK,NY10065     		NONE EXEMPT UNRESTRICTED 2,300
    WASHINGTON SQUARE PARK CONSERVANCY
    PO BOX 1624 COOPER STATION
    NEW YORK,NY10276     		NONE EXEMPT UNRESTRICTED 2,000
    Total .................................bullet 3a 727,304
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 308,368  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 542,200  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 850,568 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13850,568
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    4 INVESTMENT INCOME DISTRIBUTED TO OTHER CHARITIES
    8 CAPITAL GAIN INCOME DISTRIBUTED TO OTHER CHARITIES
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    KAHN CHARITABLE FOUNDATION CO SAMET & COMPANY PC
    EIN: 04-6718867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,200 1,600   1,600

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    KAHN CHARITABLE FOUNDATION CO SAMET & COMPANY PC
    EIN: 04-6718867
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CATERPILLAR INC 104,262 110,222
    CHEVRON CORP SR 106,010 113,902
    CONOCOPHILLIPS GTD 113,279 102,233
    DREYFUS EMERGING MARKETS 309,898 305,857
    GENERAL ELECTRIC CAP CORP MEDIUM TERM 173,266 171,875
    GOLDMAN SACHS 97,729 102,390
    JP MORGAN CHASE & CO DUE 3/1/2016 105,700 104,352
    MERRILL LYNCH & CO INC 94,873 102,362
    ORACLE CORP/OZARD HLDG 98,085 107,140
    PRUDENTIAL HIGH YIELD FUND 304,545 328,618
    RIDGEWORTH CLASSIC 600,000 600,664
    SHELL INTERNATIONAL 109,913 111,141
    STRYKER CORP DUE 1/15/2020 109,364 110,510
    UNITED TECHNOLOGIES CORP NT 84,500 85,165
    WELLS FARGO & CO 114,474 113,787
    AT&T DUE 2/15/2022 150,273 149,330
    BERKSHIRE HATHAWAY DUE 5/15/2018 114,678 114,373
    BLACKROCK DUE 12/10/2019 112,676 114,142
    PRAXAIR INC NT DUE 8/15/2022 142,275 141,659

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    KAHN CHARITABLE FOUNDATION CO SAMET & COMPANY PC
    EIN: 04-6718867
    US Government Securities - End of Year Book Value:

    789,798
    US Government Securities - End of Year Fair Market Value:

    810,160
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    KAHN CHARITABLE FOUNDATION CO SAMET & COMPANY PC
    EIN: 04-6718867
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AETNA INC NEW FMV 26,883 67,134
    ALLIANCE DATA SYSTEMS CORP FMV 12,312 72,281
    ALTERA CORP FMV 5,949 12,340
    AMERICAN TOWER CORP FMV 3,811 11,068
    AMERIPRISE FINL INC COM FMV 8,325 19,920
    AMERISOURCEBERGEN CORP COM FMV 7,652 15,113
    AMETEK INC NEW COM FMV 6,031 20,755
    AMPHENOL CORP CL A FMV 8,358 15,511
    ANADARKO PETE CORP COM FMV 29,889 51,451
    ANSYS INC FMV 4,555 10,842
    APACHE CORP COM FMV 24,554 30,991
    APPLE INC COM FMV 44,799 83,823
    AUTOMATIC DATA PROCESSING INC FMV 20,626 48,361
    AUTONATION FMV 8,026 13,189
    AUTOZONE INC COM FMV 9,639 32,711
    AVAGO TECHNOLOGIES LTD SHS FMV 6,568 20,324
    BANK OF AMERICA CORP FMV 23,506 29,264
    BARCLAYS ETN SELECT FMV 528,637 667,515
    BED BATH BEYOND INC COM FMV 9,254 12,624
    BERRY PLASTICS GROUP INC COM FMV 7,310 11,094
    BLACKROCK INC COM FMV 12,843 25,248
    BOEING CO COM FMV 19,619 33,716
    BROWN FORMAN CORP FMV 5,530 15,256
    CABOT OIL & GAS CORP COM FMV 7,787 7,408
    CAPITAL ONE FINL CORP COM FMV 23,211 36,757
    CARDTRONICS FMV 12,713 14,041
    CATAMARAN CORP COM FMV 7,873 11,349
    CELANESE CORP DEL COM SER A FMV 6,309 13,113
    CHARTER COMMUNICATIONS FMV 4,305 9,028
    CHECKPOINT SOFTWARE TECH COM FMV 23,589 39,950
    CHURCH & DWIGHT INC COM FMV 5,938 13,920
    CISCO SYSTEMS INC FMV 30,406 38,890
    CITIGROUP INC COM NEW FMV 27,117 28,967
    CITRIX SYS INC COM FMV 30,704 30,650
    COGNIZANT TECH SOLUTIONS FMV 8,286 31,302
    COMCAST CORP CL A FMV 12,224 38,542
    CONCHO RES INC COM FMV 5,005 14,884
    COVIDIEN PLC FMV 20,178 42,836
    CROWN HOLDINGS FMV 30,894 43,391
    CVS CAREMARK CORPORATION FMV 18,280 35,424
    DANAHER CORP FMV 20,891 43,695
    DELAWARE US GROWTH FUND-INS FMV 774,728 1,753,631
    DICKS SPORTING GOODS INC FMV 3,467 8,800
    DIRECTV COM FMV 10,052 17,427
    DISCOVERY COMMUNICATIONS NEW COM FMV 5,987 13,357
    DOLLAR GEN CORP NEW COM FMV 23,106 29,540
    DOLLAR TREE INC COM FMV 5,349 19,224
    EMC CORP FMV 29,067 32,003
    EQT CORP COM FMV 7,550 23,946
    EQUINIX INC FMV 4,525 12,605
    EXPRESS SCRIPTS INC FMV 38,592 58,861
    FIDELITY NATL INFO SVCS INC FMV 12,314 31,202
    FISERV INC FMV 22,041 60,984
    FLUOR CORP NEW COM FMV 7,801 10,920
    FMC CORP FMV 5,958 12,316
    FOOT LOCKER INC FMV 8,239 13,441
    GAMESTOP CORP NEW CL A FMV 5,170 10,239
    GENERAL ELECTRIC CO FMV 53,702 48,881
    GOOGLE INC CL A FMV 9,978 21,633
    GRAINGER W W INC COM FMV 5,190 16,019
    HARBOR INTL FD FMV 1,057,101 1,286,474
    HEALTHSOUTH CORP FMV 7,722 13,810
    HUMANA INC FMV 3,450 14,177
    IHS INC FMV 5,100 6,919
    INTERCONTINENTAL EXCHANGE INC FMV 7,110 11,901
    INTERNATIONAL FLAVORS & FRAGRANCES FMV 6,972 8,864
    JOHNSON & JOHNSON FMV 21,802 33,478
    JONES LANG LASALLE INC FMV 2,374 9,226
    JP MORGAN CHASE & CO #2 FMV 28,155 45,520
    JP MORGAN MID CAP VALUE FMV 321,563 585,360
    KANSAS CITY SOUTHERN COM FMV 3,750 11,504
    LAZARD EMERGING MARKETS FMV 631,237 634,288
    LIGHTHOUSE DIVERSIFIED FUND FMV 1,200,000 1,593,603
    LKQ CORP COM FMV 10,823 10,916
    MARRIOTT INTL CL A FMV 7,390 18,333
    MATTHEWS PACIFIC TIGER FMV 596,432 712,186
    MCKESSON CORP FMV 3,086 14,338
    MEDNAX INC FMV 10,533 19,131
    MERCK & CO INC NEW COM FMV 18,769 37,140
    MICROCHIP TECHNOLOGY INC FMV 6,632 19,866
    MICROSOFT CORP COM FMV 26,305 43,994
    MOHAWK INDS INC COM FMV 3,392 11,897
    MONSTER BEVERAGE CORP FMV 4,110 16,053
    NETAPP INC FMV 14,369 14,060
    NOBLE ENERGY FMV 6,494 12,084
    ORACLE SYSTEMS CORP FMV 22,125 53,702
    PANERA BREAD CO CL A FMV 5,169 9,889
    PEPSICO INC FMV 21,782 28,589
    PETSMART INC COM FMV 3,056 8,731
    PIMCO COMMODITY REAL RETURN STRATEGY FMV 421,836 346,918
    PIONEER NAT RES FMV 8,968 20,683
    PRAXAIR FMV 21,883 41,845
    PRECISION CASTPARTS CORP COM FMV 2,751 8,329
    PRICE T ROWE GROUP INC FMV 6,665 12,915
    RANGE RESOURCES FMV 3,600 4,956
    REGENERON PHARMACEUTICALS FMV 4,396 7,062
    ROCKWOODS HLDGS INC COM FMV 1,745 9,043
    ROPER INDS INC NEW COM FMV 8,426 19,711
    ROSS STORES FMV 12,556 13,358
    SBA COMMUNICATIONS CORP FMV 9,714 18,619
    SHIRE LIMITED AMERICAN DEPOSITARY SHARES FMV 5,307 29,672
    SKYWORKS SOLUTIONS INC COM FMV 7,662 16,859
    STERICYCLE INC COM FMV 5,290 12,434
    STRYKER CORP FMV 17,021 34,150
    TARGET CORP FMV 21,306 23,991
    TEAM HEALTH HOLDINGS INC COM FMV 10,724 15,531
    TERADATA CORP DEL COM FMV 17,628 13,668
    TIMKEM CO COM FMV 7,429 11,194
    TJX COS INC NEW COM FMV 28,605 40,607
    TRACTOR SUPPLY CO COM FMV 7,691 10,872
    TRIUMPH GROUP INC NEW COM FMV 6,773 11,869
    UNION PAC CORP FMV 20,391 30,923
    UNITED TECHNOLOGIES FMV 18,020 38,099
    UNITEDHEALTH GROUP INC FMV 9,538 39,649
    US BANCORP DEL COM NEW FMV 23,025 30,107
    VANGUARD - INDEX FUND 500 FMV 301,196 1,234,869
    VANTIV INC FMV 11,847 17,651
    VERIZON COMMUNICATIONS INC FMV 21,454 22,019
    VF CORP COM FMV 6,256 25,641
    VISA INC COM CL A FMV 8,396 26,339
    WALGREEN CO COM FMV 11,647 28,911
    WELLS FARGO & CO NEW COM FMV 21,710 44,466
    WEX INC COM FMV 8,838 13,121
    WHIRLPOOL CORP COM FMV 8,752 11,555
    WILLIAMS COS INC FMV 20,939 53,262
    ACTAVIS PLC SHS FMV 14,029 17,398
    ALKERMES PLC SHS FMV 5,399 8,606
    AMAZON.COM INC COM FMV 19,649 21,111
    ASHLAND INC NEW COM FMV 5,797 6,307
    AVALONBAY CMNTYS INC COM FMV 23,557 25,736
    COLGATE PALMOLIVE CO COM FMV 23,902 25,568
    DISNEY WALT CO COM FMV 26,897 36,011
    EPAM SYS INC COM FMV 10,414 13,519
    GOOGLE INC CL C FMV 9,946 21,285
    HOME DEPOT INC COM FMV 42,518 44,933
    HUBBELL INC CL B FMV 5,799 6,773
    JAZZ PHARMACEUITCALS PLC SHS FMV 6,086 6,321
    KELLOGG CO COM FMV 18,231 19,710
    MAINSTAY EPOCH GLOBAL EQUITY FUND FMV 500,000 526,502
    MARATHON OIL CORP COM FMV 28,485 31,537
    MEDIVATION INC COM FMV 10,531 12,410
    MEDTRONIC INC COM FMV 13,907 13,708
    NXP SEMICONDUCTORS N V COM FMV 11,388 20,317
    OMNICOM GROUP INC COM FMV 21,449 22,078
    PENTAIR PLC SHS FMV 7,565 6,924
    POLARIS INDS INC COM FMV 10,295 10,680
    PRUDENTIAL FINL INC COM FMV 21,096 20,861
    SIMON PPTY GROUP INC NEW COM FMV 25,920 28,933
    UNIVERSAL HLTH SVCS INC CL B FMV 8,883 9,471

    TY 2013 OtherProfessionalFeesSchedule
    Name:
    KAHN CHARITABLE FOUNDATION CO SAMET & COMPANY PC
    EIN: 04-6718867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 14,001 7,000   7,001


    TY 2013 TaxesSchedule
    Name:
    KAHN CHARITABLE FOUNDATION CO SAMET & COMPANY PC
    EIN: 04-6718867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION TAXES 4,243 0   125