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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$16,663,174
J 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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 308,245 308,245  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 552,202
b Gross sales price for all assets on line 6a 5,139,679
7 Capital gain net income (from Part IV, line 2)... 552,202
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........ 860,447 860,447  
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)....... 3,300 1,650   1,650
c Other professional fees (attach schedule).... 14,814 7,407   7,407
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,384 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.......... 32,498 9,057   9,182
25 Contributions, gifts, grants paid........ 769,502 769,502
26 Total expenses and disbursements. Add lines 24 and 25 802,000 9,057   778,684
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 58,447
b Net investment income (if negative, enter -0-) 851,390
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 239,864 404,539 404,539
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) 789,798 Click to see attachment831,685 837,443
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........ 3,045,800 Click to see attachment2,943,172 2,936,181
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 8,221,733 Click to see attachment8,176,246 12,485,011
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) 12,297,195 12,355,642 16,663,174
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 12,297,195 12,355,642
30 Total net assets or fund balances (see instructions)...... 12,297,195 12,355,642
31 Total liabilities and net assets/fund balances (see instructions).. 12,297,195 12,355,642
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 12,297,195
2 Enter amount from Part I, line 27a..................... 2 58,447
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 12,355,642
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 12,355,642
Form 990-PF (2014)
Form 990-PF (2014)
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 SHORT-TERM P    
b ATLANTIC TRUST LONG-TERM P    
c CAPITAL GAINS DIVIDENDS P    
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 107,810   94,633 13,177
b 4,887,784   4,492,844 394,940
c 144,085     144,085
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       13,177
b       394,940
c       144,085
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 2 552,202
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 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))
2013 736,030 15,945,850 0.046158
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
2 Total of line 1, column (d) ...................... 2 0.234291
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 0.046858
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 16,696,775
5 Multiply line 4 by line 3....................... 5 782,377
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,514
7 Add lines 5 and 6......................... 7 790,891
8 Enter qualifying distributions from Part XII, line 4.............. 8 778,684
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 (2014)
Form 990-PF (2014)
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 17,028
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 17,028
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 17,028
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 16,840
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,457
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 23,297
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 99
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,170
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,170 RefundedBullet 11 0
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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    16,529,924
    b
    Average of monthly cash balances.......................
    1b
    421,117
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,951,041
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    16,951,041
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    254,266
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,696,775
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    834,839
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    834,839
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    17,028
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,028
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    817,811
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    817,811
    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
    817,811
    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
    778,684
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    778,684
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    778,684
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 817,811
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 769,229
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 778,684
    a Applied to 2013, but not more than line 2a 769,229
    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 2014 distributable amount..... 9,455
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    808,356
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 or email address 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 (2014)
    Form 990-PF (2014)
    Page 11
    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 20,000
    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 10,000
    ASIAN LAWN CAUCUS
    55 COLUMBUS AVENUE
    SAN FRANCISO,CA94111
    NONE EXEMPT UNRESTRICTED 2,000
    BARROW STREET NURSERY SCHOOL
    224 WEST 30TH STREET SUITE 302
    NEW YORK,NY10001
    NONE EXEMPT UNRESTRICTED 10,000
    BAY COLONY RAIL TRAIL ASSOCIATION
    420 WASHINGTON STREET
    BRAINTREE,MA02184
    NONE EXEMPT UNRESTRICTED 9,747
    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 24,000
    CHARLES RIVER WATERSHED ASSOCIATION
    190 PARK ROAD
    WESTON,MA02493
    NONE EXEMPT UNRESTRICTED 20,000
    COLLEGIATE SCHOOL
    260 W 78TH ST
    NEW YORK,NY10024
    NONE EXEMPT UNRESTRICTED 15,000
    ENVIRONMENTAL MASSACHUSETTS
    44 WINTER STREET 401
    BOSTON,MA02108
    NONE EXEMPT UNRESTRICTED 9,748
    GREEN COUNTY YMCA
    370 MANSION STREET
    WEST COXSACKIE,NY12192
    NONE EXEMPT UNRESTRICTED 40,000
    HEPATITIS B FOUNDATION
    3805 OLD EASTON ROAD
    DOYLESTOWN,PA18902
    NONE EXEMPT UNRESTRICTED 20,000
    MASS AUDOBON
    208 SOUTH GREAT ROAD
    LINCOLN,MA01773
    NONE EXEMPT UNRESTRICTED 20,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028
    NONE EXEMPT UNRESTRICTED 600
    METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023
    NONE EXEMPT UNRESTRICTED 3,500
    MIDDLESEX SCHOOL
    1400 LOWELL ROAD
    CONCORD,MA01742
    NONE EXEMPT UNRESTRICTED 52,500
    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
    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 36,000
    PATHFINDER INTERNATIONAL
    9 GALEN STREET SUITE 217
    WATERTOWN,MA02472
    NONE EXEMPT UNRESTRICTED 5,000
    SHORE COUNTRY DAY SCHOOL
    545 CABOT STREET
    BEVERLY,MA01915
    NONE EXEMPT UNRESTRICTED 250,000
    THE NEW PRESS
    38 GREENE STREET 4TH FLOOR
    NEW YORK,NY10013
    NONE EXEMPT UNRESTRICTED 2,500
    WASHINGTON SQUARE PARK CONSERVANCY
    PO BOX 1624 COOPER STATION
    NEW YORK,NY10276
    NONE EXEMPT UNRESTRICTED 3,000
    WUMB RADIO
    100 MORRISSEY BLVD
    BOSTON,MA02125
    NONE EXEMPT UNRESTRICTED 9,747
    COMMITTEE TO PROJECTION JOURNALISTS
    330 7TH AVENUE 11TH FLOOR
    NEW YORK,NY10001
    NONE EXEMPT UNRESTRICTED 1,000
    CONCORD ACADEMY
    166 MAIN ST
    CONCORD,MA01742
    NONE EXEMPT UNRESTRICTED 7,250
    COXSACKIE FIRE DEPARTMENT
    218 MANSION ST
    COXSACKIE,NY12051
    NONE EXEMPT UNRESTRICTED 1,000
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,MA02215
    NONE EXEMPT UNRESTRICTED 36,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001
    NONE EXEMPT UNRESTRICTED 2,000
    ECOLOGIC DEVELOPMENT FUND
    186 ALEWIFE BROOK PARKWAY SUITE 214
    CAMBRIDGE,MA02138
    NONE EXEMPT UNRESTRICTED 20,000
    ELMHURST JH SENIOR CENTER
    7501 BROADWAY 3RD FLOOR
    NEW YORK,NY11373
    NONE EXEMPT UNRESTRICTED 1,000
    FOUNDATION FOR NEUROLOGICAL DISEASES
    10 STATE STREET
    NEWBURYPORT,MA01950
    NONE EXEMPT UNRESTRICTED 36,000
    FRONTISPIECE INC
    PO BOX 358
    COXSACKIE,NY12051
    NONE EXEMPT UNRESTRICTED 2,800
    NEEDHAM COMMUNITY COUNCIL
    570 HILLSIDE AVE
    NEEDHAM HEIGHTS,MA02494
    NONE EXEMPT UNRESTRICTED 20,000
    NEEDHAM FREE PUBLIC LIBRARY
    1139 HIGHLAND AVE
    NEEDHAM HEIGHTS,MA02494
    NONE EXEMPT UNRESTRICTED 20,000
    PIANO SCHOOL OF NEW YORK
    461 CENTRAL PARK WEST APT 3A
    NEW YORK,NY10025
    NONE EXEMPT UNRESTRICTED 1,000
    WHITNEY MUSEUM OF AMERICAN ART
    99 GANSEVOORT ST
    NEW YORK,NY10014
    NONE EXEMPT UNRESTRICTED 2,000
    YONGEY PEACE PREVAIL CENTER
    7714 W CATALINA DR
    PHEONIX,AZ85033
    NONE EXEMPT UNRESTRICTED 3,000
    Total .................................bullet 3a 769,502
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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....     14 308,245  
    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 .............
        18 552,202  
    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).. 0 860,447 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13860,447
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 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 3,300 1,650   1,650

    TY 2014 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
    AT&T DUE 2/15/2022 150,253 146,416
    BERKSHIRE HATHAWAY DUE 5/15/2018 110,535 110,911
    BLACKROCK DUE 12/10/2019 109,945 111,660
    CATERPILLAR INC 103,720 105,518
    CHEVRON CORP SR 105,060 110,542
    GENERAL ELECTRIC CAP CORP MEDIUM TERM 168,308 166,023
    JP MORGAN CHASE & CO DUE 3/1/2016 103,603 101,694
    ORACLE CORP/OZARD HLDG 98,085 102,596
    PRAXAIR INC NT DUE 8/15/2022 142,275 142,818
    PRUDENTIAL HIGH YIELD FUND 304,545 308,464
    RIDGEWORTH CLASSIC 600,000 584,770
    SHELL INTERNATIONAL 108,655 108,987
    STRYKER CORP DUE 1/15/2020 108,380 109,599
    UNITED TECHNOLOGIES CORP NT 82,698 82,378
    WELLS FARGO & CO DUE 12/11/2017 111,601 109,872
    CISCO SYS INC DUE 3/4/2024 77,342 77,384
    CITIGROUP INC DUE 5/15/2018 55,749 55,796
    ORACLE CORP DUE 7/15/2023 76,876 77,125
    WAL MART STORES DUE 4/22/2024 75,542 75,884
    ANGEL OAK MULTI-STRATEGY INCOME 250,000 247,744

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    KAHN CHARITABLE FOUNDATION CO SAMET & COMPANY PC
    EIN: 04-6718867
    US Government Securities - End of Year Book Value:

    831,685
    US Government Securities - End of Year Fair Market Value:

    837,443
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2014 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 15,434 68,702
    ALKERMES PLC SHS FMV 8,299 12,933
    ALLIANCE DATA SYSTEMS CORP FMV 10,648 64,520
    ALTERA CORP FMV 4,943 15,104
    AMAZON.COM INC COM FMV 36,952 51,657
    AMERICAN TOWER CORP FMV 3,191 9,609
    AMERIPRISE FINL INC COM FMV 6,618 17,240
    AMERISOURCEBERGEN CORP COM FMV 10,094 23,076
    AMETEK INC NEW COM FMV 4,897 18,132
    AMPHENOL CORP CL A FMV 4,710 12,058
    ANADARKO PETE CORP COM FMV 26,433 32,785
    ANSYS INC FMV 3,791 10,858
    APPLE INC COM FMV 27,973 75,506
    ASHLAND INC NEW COM FMV 7,844 9,264
    AUTOMATIC DATA PROCESSING INC FMV 16,317 44,528
    AUTONATION FMV 6,675 11,651
    AUTOZONE INC COM FMV 8,217 34,679
    AVAGO TECHNOLOGIES LTD SHS FMV 5,496 31,371
    BANK OF AMERICA CORP FMV 30,075 39,895
    BARCLAYS ETN SELECT FMV 528,637 579,510
    BED BATH BEYOND INC COM FMV 6,599 12,692
    BERRY PLASTICS GROUP INC COM FMV 6,120 11,664
    BLACKROCK INC COM FMV 11,972 25,603
    BOEING CO COM FMV 17,372 32,599
    BROWN FORMAN CORP FMV 4,562 13,524
    CAPITAL ONE FINL CORP COM FMV 30,425 45,744
    CARDTRONICS FMV 10,670 12,745
    CHARTER COMMUNICATIONS FMV 3,626 8,220
    CHECKPOINT SOFTWARE TECH COM FMV 7,276 18,217
    CHURCH & DWIGHT INC COM FMV 4,939 13,468
    CISCO SYSTEMS INC FMV 26,942 38,856
    CITIGROUP INC COM NEW FMV 24,384 30,658
    CITRIX SYS INC COM FMV 26,121 29,327
    COGNIZANT TECH SOLUTIONS FMV 6,926 32,683
    COLGATE PALMOLIVE CO COM FMV 21,669 22,239
    COMCAST CORP CL A FMV 29,015 50,698
    CONCHO RES INC COM FMV 4,179 9,792
    CROWN HOLDINGS FMV 7,283 10,529
    CVS CAREMARK CORPORATION FMV 16,030 44,050
    DANAHER CORP FMV 17,875 42,367
    DELAWARE US GROWTH FUND-INS FMV 767,792 1,810,974
    DICKS SPORTING GOODS INC FMV 2,899 8,180
    DISCOVERY COMMUNICATIONS NEW COM FMV 4,978 9,510
    DISNEY WALT CO COM FMV 13,419 24,540
    DOLLAR GEN CORP NEW COM FMV 20,611 36,149
    DOLLAR TREE INC COM FMV 4,455 23,223
    EMC CORP FMV 34,880 37,738
    EPAM SYS INC COM FMV 8,564 18,377
    EQT CORP COM FMV 16,366 25,866
    EQUINIX INC FMV 4,170 13,208
    EXPRESS SCRIPTS INC FMV 25,705 56,388
    FIDELITY NATL INFO SVCS INC FMV 10,867 31,518
    FISERV INC FMV 19,107 72,808
    FMC CORP FMV 4,994 7,620
    FOOT LOCKER INC FMV 6,841 14,809
    GAMESTOP CORP NEW CL A FMV 4,248 9,108
    GENERAL ELECTRIC CO FMV 56,751 55,531
    GOOGLE INC CL A FMV 8,554 17,281
    GOOGLE INC CL C FMV 39,337 45,805
    GRAINGER W W INC COM FMV 4,366 12,542
    HARBOR INTL FD FMV 1,481,708 1,622,384
    HEALTHSOUTH CORP FMV 6,291 14,785
    HOME DEPOT INC COM FMV 31,099 45,563
    HUBBELL INC CL B FMV 8,363 8,338
    HUMANA INC FMV 2,890 17,789
    IHS INC FMV 7,909 8,875
    INTERCONTINENTAL EXCHANGE INC FMV 5,964 11,851
    INTERNATIONAL FLAVORS & FRAGRANCES FMV 9,279 11,257
    JAZZ PHARMACEUITCALS PLC SHS FMV 7,739 9,332
    JOHNSON & JOHNSON FMV 31,080 38,497
    JONES LANG LASALLE INC FMV 5,944 14,364
    JP MORGAN CHASE & CO #2 FMV 24,604 48,110
    JP MORGAN MID CAP VALUE FMV 274,028 485,202
    KANSAS CITY SOUTHERN COM FMV 3,119 8,117
    LAZARD EMERGING MARKETS FMV 167,893 152,679
    LIGHTHOUSE DIVERSIFIED FUND FMV 1,200,000 1,752,358
    LKQ CORP COM FMV 8,979 10,314
    MAINSTAY EPOCH GLOBAL EQUITY FUND FMV 511,849 484,187
    MARATHON OIL CORP COM FMV 25,600 18,843
    MARRIOTT INTL CL A FMV 5,559 17,779
    MATTHEWS PACIFIC TIGER FMV 632,731 780,251
    MEDIVATION INC COM FMV 11,426 19,528
    MEDNAX INC FMV 8,671 20,232
    MEDTRONIC INC COM FMV 58,174 56,020
    MERCK & CO INC NEW COM FMV 16,489 32,849
    MICROCHIP TECHNOLOGY INC FMV 5,041 16,077
    MICROSOFT CORP COM FMV 23,648 41,943
    MOHAWK INDS INC COM FMV 2,840 13,745
    MONSTER BEVERAGE CORP FMV 3,437 25,330
    NXP SEMICONDUCTORS N V COM FMV 9,306 25,336
    OMNICOM GROUP INC COM FMV 28,324 28,143
    ORACLE SYSTEMS CORP FMV 17,975 48,159
    PANERA BREAD CO CL A FMV 4,378 9,787
    PENTAIR PLC SHS FMV 9,163 8,250
    PEPSICO INC FMV 19,034 26,602
    PIMCO COMMODITY REAL RETURN STRATEGY FMV 426,614 256,361
    POLARIS INDS INC COM FMV 8,663 10,220
    PRAXAIR FMV 18,762 34,072
    PRICE T ROWE GROUP INC FMV 5,431 9,949
    PRUDENTIAL FINL INC COM FMV 47,911 48,136
    ROPER INDS INC NEW COM FMV 5,634 19,488
    ROSS STORES FMV 10,470 16,382
    SBA COMMUNICATIONS CORP FMV 7,465 17,475
    SIMON PPTY GROUP INC NEW COM FMV 22,152 25,780
    SKYWORKS SOLUTIONS INC COM FMV 4,335 21,757
    STERICYCLE INC COM FMV 4,434 11,784
    STRYKER CORP FMV 14,993 34,883
    TEAM HEALTH HOLDINGS INC COM FMV 8,756 16,920
    TJX COS INC NEW COM FMV 17,955 35,666
    TRACTOR SUPPLY CO COM FMV 6,409 13,491
    UNION PAC CORP FMV 11,158 18,597
    UNITED TECHNOLOGIES FMV 16,109 32,724
    UNITEDHEALTH GROUP INC FMV 8,170 53,680
    UNIVERSAL HLTH SVCS INC CL B FMV 12,564 19,465
    US BANCORP DEL COM NEW FMV 33,713 40,145
    VANGUARD - INDEX FUND 500 FMV 301,196 1,299,949
    VANTIV INC FMV 9,507 16,727
    VERIZON COMMUNICATIONS INC FMV 38,586 36,822
    VF CORP COM FMV 5,718 25,943
    VISA INC COM CL A FMV 14,430 25,920
    WELLS FARGO & CO NEW COM FMV 19,549 43,080
    WEX INC COM FMV 7,354 11,853
    WHIRLPOOL CORP COM FMV 6,946 11,940
    WILLIAMS COS INC FMV 22,913 48,495
    REXNORD CORP NEW COM FMV 7,282 6,551
    TYCO INTL PLC SHS FMV 20,918 18,663
    WABTEC CORP COM FMV 7,102 8,199
    BORGWARNER INC COM FMV 8,657 8,242
    CARTER INC COM FMV 8,900 10,524
    DELPHIA AUTOMOTIVE PLC SHS FMV 7,686 9,530
    MACYS INC COM FMV 34,687 39,470
    O REILLY AUTOMOTIVE INC NEW COM FMV 7,434 7,231
    ULTA SALON COSMETICS & FRAG INC COM FMV 6,210 6,178
    EOG RES INC COM FMV 11,093 10,944
    AMERICAN EXPRESS CO COM FMV 27,238 26,813
    TD AMERITRADE HLDG CORP COM FMV 10,124 11,561
    ALLERGAN PLC SHS FMV 41,240 44,609
    ENVISION HEALTHCARE HLDGS INC COM FMV 8,788 10,028
    HCA HOLDINGS INC COM FMV 8,231 12,066
    MYLAN N V SHS EURO FMV 14,195 16,694
    GLOBAL PMTS INC COM FMV 9,790 9,724
    PTC INC COM FMV 11,759 11,363
    QUALCOMM INC COM FMV 17,932 16,597
    TE CONNECTIVITY LTD REG SHS FMV 8,416 9,516

    TY 2014 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 14,814 7,407   7,407


    TY 2014 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 14,384 0   125