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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018
Name of foundation
KAHN CHARITABLE FOUNDATION
C/O 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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$16,457,444J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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... 312,198 312,198  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 814,764
b Gross sales price for all assets on line 6a 7,419,552
7 Capital gain net income (from Part IV, line 2)... 814,764
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........ 1,126,962 1,126,962  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 14,281 7,141   7,140
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,825 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.......... 18,106 7,141   7,265
25 Contributions, gifts, grants paid....... 774,100 774,100
26 Total expenses and disbursements. Add lines 24 and 25 792,206 7,141   781,365
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 334,756
b Net investment income (if negative, enter -0-) 1,119,821
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 338,749 516,114 516,114
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) 868,106 Click to see attachment1,146,353 1,102,422
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 4,360,857 Click to see attachment3,230,633 3,146,244
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,492,530 Click to see attachment7,501,898 11,692,664
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) 12,060,242 12,394,998 16,457,444
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 12,060,242 12,394,998
29 Total net assets or fund balances (see instructions)..... 12,060,242 12,394,998
30 Total liabilities and net assets/fund balances (see instructions). 12,060,242 12,394,998
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,060,242
2
Enter amount from Part I, line 27a .....................
2
334,756
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,394,998
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 29 .
6
12,394,998
Form 990-PF (2019)
Form 990-PF (2019)
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 ATLANTIC TRUST OTHER LT CAPITAL GAIN DIST. P    
d CAPITAL GAINS DIVIDENDS P    
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 146,984   156,293 -9,309
b 7,101,625   6,448,495 653,130
c 329     329
d 170,614     170,614
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       -9,309
b       653,130
c       329
d       170,614
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 2 814,764
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))
2018 769,202 15,830,670 0.048589
2017 811,244 15,587,069 0.052046
2016 778,684 16,696,775 0.046637
2015 736,030 15,945,850 0.046158
2014 693,500 14,879,205 0.046609
2
Total of line 1, column (d) .....................
2
0.240039
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.048008
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
16,443,910
5
Multiply line 4 by line 3......................
5
789,439
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,198
7
Add lines 5 and 6........................
7
800,637
8
Enter qualifying distributions from Part XII, line 4,.............
8
781,365
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 22,396
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 22,396
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 22,396
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 7,499
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 21,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,499
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 4
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 6,099
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet6,099 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 2019 or the taxable year beginning in 2019? See the 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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    16,124,293
    b
    Average of monthly cash balances.......................
    1b
    570,032
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,694,325
    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
    16,694,325
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    250,415
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,443,910
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    822,196
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    822,196
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    22,396
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,396
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    799,800
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    799,800
    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
    799,800
    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
    781,365
    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
    781,365
    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
    781,365
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 799,800
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 772,315
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 781,365
    a Applied to 2018, but not more than line 2a 772,315
    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 2019 distributable amount..... 9,050
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		790,750
    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
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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 (2019)
    Form 990-PF (2019)
    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 CANCER SOCIETY
    250 WILLIAMS STREET NW
    ATLANTA,GA30303     		NONE EXEMPT UNRESTRICTED 260,000
    ASIA CATALYST
    39 WEST 32ND STREET SUITE 1602
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 10,000
    ASIAN LAW CAUCUS
    55 COLUMBUS AVENUE
    SAN FRANCISO,CA94111     		NONE EXEMPT UNRESTRICTED 3,000
    CARNEGIE HALL
    881 SEVENTH AVENUE
    NEW YORK,NY10019     		NONE EXEMPT UNRESTRICTED 5,000
    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 26,000
    COLLEGIATE SCHOOL
    260 W 78TH ST
    NEW YORK,NY10024     		NONE EXEMPT UNRESTRICTED 45,000
    COMMITTEE TO PROTECT JOURNALISTS
    330 7TH AVENUE 11TH FLOOR
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 2,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE 2ND FLOOR
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 1,000
    GREEN COUNTY YMCA
    370 MANSION STREET
    WEST COXSACKIE,NY12192     		NONE EXEMPT UNRESTRICTED 750
    GREENE COUNTY HISTORICAL SOCIETY
    90 COUNTY ROUTE 42
    COXSACKIE,NY12051     		NONE EXEMPT UNRESTRICTED 2,500
    HEPATITIS B FOUNDATION
    3805 OLD EASTON ROAD
    DOYLESTOWN,PA18902     		NONE EXEMPT UNRESTRICTED 20,000
    METROPOLITAN MUSEUM OF ART
    1000 FIFTH AVENUE
    NEW YORK,NY10028     		NONE EXEMPT UNRESTRICTED 1,000
    METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023     		NONE EXEMPT UNRESTRICTED 6,500
    MIDDLESEX SCHOOL
    1400 LOWELL ROAD
    CONCORD,MA01742     		NONE EXEMPT UNRESTRICTED 2,500
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE EXEMPT UNRESTRICTED 1,200
    NATIONAL CHILDREN'S CANCER SOCIETY
    1 SOUTH MEMORIAL DRIVE SUITE 800
    SAINT LOUIS,MO63102     		NONE EXEMPT UNRESTRICTED 1,000
    NATIONAL PUBLIC RADIO
    890 COMMONWEALTH AVENUE THIRD FLOOR
    BOSTON,MA02215     		NONE EXEMPT UNRESTRICTED 1,000
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE EXEMPT UNRESTRICTED 7,500
    PATHFINDER INTERNATIONAL
    9 GALEN STREET SUITE 217
    WATERTOWN,MA02472     		NONE EXEMPT UNRESTRICTED 5,000
    PLANNED PARENTHOOD
    123 WILLIAM STREET 10TH FL
    NEW YORK,NY10038     		NONE EXEMPT UNRESTRICTED 3,000
    SCENIC HUDSON
    ONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		NONE EXEMPT UNRESTRICTED 12,500
    SHORE COUNTRY DAY SCHOOL
    545 CABOT STREET
    BEVERLY,MA01915     		NONE EXEMPT UNRESTRICTED 260,000
    THE NEW PRESS
    38 GREENE STREET 4TH FLOOR
    NEW YORK,NY10013     		NONE EXEMPT UNRESTRICTED 6,500
    WASHINGTON SQUARE PARK CONSERVANCY
    PO BOX 1624 COOPER STATION
    NEW YORK,NY10276     		NONE EXEMPT UNRESTRICTED 12,000
    YONGEY PEACE PREVAIL CENTER
    7714 W CATALINA DR
    PHEONIX,AZ85033     		NONE EXEMPT UNRESTRICTED 3,000
    ALVIN AILEY AMERICAN DANCE THEATER
    470 PARK AVE S 9TH
    NEW YORK,NY10016     		NONE EXEMPT UNRESTRICTED 12,650
    AMERICAN MUSUEM OF NATURAL HISTORY
    200 CENTRAL PARK W
    NEW YORK,NY10024     		NONE EXEMPT UNRESTRICTED 2,500
    BARD COLLEGE CONSERVATORY OF MUSIC
    30 CAMPUS RD
    ANNANDALE ON HUDSON,NY12504     		NONE EXEMPT UNRESTRICTED 2,000
    BASSER CENTER FOR BRCA
    3535 MARKET STREET SUITE 750
    PHILADELPHIA,PA19104     		NONE EXEMPT UNRESTRICTED 2,000
    KAHN FAMILY FUND - COMBINED JEWISH PHILANTHROPIES
    126 HIGH STREET
    BOSTON,MA02110     		NONE EXEMPT UNRESTRICTED 20,000
    CUE ART FOUNDATION
    137 W 25TH ST
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 1,000
    HOUSE OF SPEAKEASY FOUNDATION
    117 E 19TH ST
    NEW YORK,NY10003     		NONE EXEMPT UNRESTRICTED 2,500
    INSTITUTE FOR THE PRHISP ELDERLY
    1940 LEXINGTON AVENUE
    NEW YORK,NY10035     		NONE EXEMPT UNRESTRICTED 1,000
    NATIONAL DANCE INSTITUTE
    217 W 147TH ST
    NEW YORK,NY10039     		NONE EXEMPT UNRESTRICTED 1,000
    THE EAST HARLEM SCHOOL
    309 E 103RD ST
    NEW YORK,NY10029     		NONE EXEMPT UNRESTRICTED 500
    THE TIME IN CHILDREN'S ART INITIATIVE
    227 WEST 29 STREET STUDIO 4R
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 1,000
    Total .................................bullet 3a 774,100
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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....     14 312,198  
    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 ............     		    18 814,764  
    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 1,126,962 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,126,962
    (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 (2019)
    Form 990-PF (2019)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    KAHN CHARITABLE FOUNDATION
     
    C/O SAMET & COMPANY PC
    EIN:
    04-6718867
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ANGEL OAK MULTI-STRATEGY INCOME 531,575 497,210
    AT&T DUE 2/15/2022 150,152 146,457
    BLACKROCK DUE 12/10/2019 103,872 103,153
    CHEVRON DUE 3/3/2019 102,648 101,525
    CISCO SYS INC DUE 3/4/2024 76,686 75,843
    COMCAST CORP NEW DUE 8/15/2025 149,774 143,885
    INTEL CORP SR NT DUE 10/1/2021 103,692 100,967
    INTERNATIONAL BUSINESS MACHS DUE 2/12/2019 100,430 98,998
    JP MORGAN CHASE & CO DUE 3/25/2020 78,513 77,238
    JP MORGAN CHASE & CO DUE 5/10/2021 80,501 77,579
    MERCK & CO INC DUE 1/15/2021 158,790 152,901
    MICROSOFT CORP SR NT DUE 11/3/2025 105,021 98,240
    ORACLE CORP SR BD DUE 7/8/2024 75,685 74,306
    ORACLE CORP SR NT DUE 7/15/2023 76,334 75,900
    PEPSICO INC SR GLBL DUE 7/17/2025 160,139 150,183
    PRAXAIR INC NT DUE 8/15/2022 142,275 143,774
    SHELL INTERNATIONAL 105,486 101,857
    STRYKER CORP DUE 1/15/2020 105,504 101,866
    T ROWE PRICE INST FLOATING RATE FUND 453,144 455,078
    WAL MART STORES DUE 4/22/2024 75,386 74,667
    CAPITAL ONE DUE 6/15/22 147,938 147,648
    AMERICAN EXPRESS DUE 5/15/2023 147,088 146,969

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    KAHN CHARITABLE FOUNDATION
     
    C/O SAMET & COMPANY PC
    EIN:
    04-6718867
    US Government Securities - End of Year Book Value:

    1,146,353
    US Government Securities - End of Year Fair Market Value:

    1,102,422
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2017 InvestmentsOtherSchedule2
    Name:
    KAHN CHARITABLE FOUNDATION
     
    C/O SAMET & COMPANY PC
    EIN:
    04-6718867
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADOBE SYS INC FMV 11,532 23,406
    AETNA INC NEW FMV 6,342 46,242
    ALKERMES PLC SHS FMV 6,941 6,503
    ALLERGAN PLC SHS FMV 45,815 28,676
    ALLIANCE DATA SYSTEMS CORP FMV 8,321 40,344
    ALPHABET INC CAP STK CL A FMV 6,591 28,230
    ALPHABET INC CAP STK CL C FMV 36,017 90,368
    AMAZON.COM INC COM FMV 20,091 112,187
    AMERICAN TOWER CORP FMV 50,322 60,263
    AMERIPRISE FINL INC COM FMV 4,911 15,387
    AMETEK INC NEW COM FMV 2,944 14,360
    AMPHENOL CORP CL A FMV 3,691 14,205
    ANSYS INC FMV 3,026 16,547
    APPLE INC COM FMV 14,468 58,310
    ASHLAND INC NEW COM FMV 6,509 8,365
    AUTOMATIC DATA PROCESSING INC COM FMV 8,280 38,096
    AUTOZONE INC COM FMV 5,689 24,153
    BARCLAYS ETN SELECT FMV 497,461 470,111
    BLACKROCK INC COM FMV 10,016 30,940
    BOEING CO COM FMV 7,791 35,564
    BORGWARNER INC COM FMV 8,509 8,761
    BROWN FORMAN CORP FMV 2,362 9,018
    CAPITAL ONE FINL CORP COM FMV 14,932 26,743
    CARTER INC COM FMV 12,209 14,091
    CHURCH & DWIGHT INC COM FMV 3,849 13,822
    CIGNA CORP COM FMV 26,758 31,441
    CISCO SYS INC COM FMV 26,000 50,302
    CITIGROUP INC COM NEW FMV 40,114 49,454
    CITRIX SYS INC COM FMV 4,097 7,653
    COGNIZANT TECH SOLUTIONS FMV 5,464 33,334
    COLGATE PALMOLIVE CO COM FMV 18,131 17,952
    COMCAST CORP CL A FMV 12,317 34,779
    CONCHO RES INC COM FMV 6,364 12,867
    CROWN HOLDINGS INC COM FMV 5,688 6,983
    CVS HEALTH CORP COM FMV 17,983 22,523
    DANAHER CORP COM FMV 21,207 50,129
    DELAWARE US GROWTH FUND-INS FMV 545,682 1,054,755
    DOLLAR GEN CORP NEW COM FMV 10,165 23,368
    DOLLAR TREE INC COM FMV 3,515 19,720
    EDWARDS LIFESCIENCES CORP COM FMV 9,447 16,158
    EOG RES INC COM FMV 24,671 34,343
    EPAM SYS INC COM FMV 6,589 25,239
    EQUINIX INC FMV 3,437 18,055
    EURONET WORLDWIDE INC COM FMV 17,963 19,770
    EXPRESS SCRIPTS INC FMV 14,277 31,193
    FIDELITY NATL INFO SVCS INC FMV 22,306 59,377
    FISERV INC COM FMV 11,983 81,944
    FLEETCOR TECHNOLOGIES INC COM FMV 10,302 13,903
    FMC CORP FMV 7,870 16,236
    FORTIVE CORP COM FMV 14,530 28,145
    GLOBAL PMTS INC COM FMV 10,870 20,960
    HANESBRANDS INC COM FMV 9,877 8,103
    HD SUPPLY HLDGS INC COM FMV 8,981 13,639
    HEXCEL CORP NEW COM FMV 9,716 12,413
    HOME DEPOT INC COM FMV 19,141 49,360
    HONEYWELL INTERNATIONAL INC COM FMV 45,486 49,697
    HUBBELL INC COM FMV 9,240 8,776
    HUMANA INC COM FMV 1,554 14,882
    IHS INC FMV 6,313 9,905
    INTERCONTINENTAL EXCHANGE INC FMV 42,457 55,824
    JAZZ PHARMACEUTICALS PLC SHS FMV 12,396 13,784
    JOHNSON & JOHNSON FMV 32,935 46,837
    JONES LANG LASALLE INC FMV 5,359 10,955
    JP MORGAN CHASE & CO FMV 18,542 58,352
    JP MORGAN MID CAP VALUE FMV 354,972 606,326
    KANSAS CITY SOUTHERN COM FMV 5,699 11,232
    KINDER MORGAN INC DEL COM FMV 23,865 21,822
    LIGAND PHARMACEUTICALS INC COM NEW FMV 4,648 8,494
    LIGHTHOUSE DIVERSIFIED FUND FMV 1,200,000 1,848,393
    LKQ CORP COM FMV 9,822 11,101
    MAINSTAY EPOCH GLOBAL EQUITY FUND FMV 538,692 513,185
    MARRIOTT INTL CL A FMV 2,973 16,838
    MASCO CORP COM FMV 9,296 9,280
    MATTHEWS PACIFIC TIGER FMV 406,346 521,518
    MEDTRONIC INC COM FMV 45,435 50,167
    MERCK & CO INC NEW COM FMV 12,118 27,436
    MICROCHIP TECHNOLOGY INC FMV 3,325 24,284
    MICROSOFT CORP COM FMV 23,832 91,806
    MOHAWK INDS INC COM FMV 2,209 11,999
    MONSTER BEVERAGE CORP FMV 2,673 25,269
    MSCI INC CL A FMV 4,987 9,926
    NEXTERA ENERGY INC COM FMV 19,332 30,232
    O REILLY AUTOMOTIVE INC NEW COM FMV 10,124 11,490
    ORACLE SYSTEMS CORP FMV 11,725 41,240
    PARKER HANNIFIN CORP COM FMV 10,225 10,598
    PENTAIR PLC SHS FMV 5,434 5,765
    PEPSICO INC COM FMV 21,718 33,314
    PIONEER NAT RES CO COM FMV 25,719 28,764
    PRAXAIR INC COM FMV 13,357 35,267
    PRUDENTIAL FINL INC COM FMV 29,451 32,261
    PTC INC COM FMV 12,498 25,985
    QUALCOMM INC COM FMV 38,772 35,636
    RED HAT INC COM FMV 10,375 14,781
    REXNORD CORP NEW COM FMV 9,872 12,031
    ROPER TECHNOLOGIES, INC. FMV 3,090 19,038
    ROSS STORES INC COM FMV 8,264 22,544
    SBA COMMUNICATIONS CORP FMV 5,099 19,814
    SKYWORKS SOLUTIONS INC COM FMV 3,402 15,851
    SPROUTS FMRS MKT INC COM FMV 10,243 10,174
    STRYKER CORP COM FMV 4,687 24,822
    TD AMERITRADE HLDG CORP COM FMV 7,964 13,528
    TE CONNECTIVITY LTD REG SHS FMV 9,220 14,500
    TELEFLEX INC COM FMV 8,509 10,728
    THERMO FISHER CORP COM FMV 20,557 32,314
    TJX COS INC NEW COM FMV 13,571 23,890
    TRACTOR SUPPLY CO COM FMV 5,042 9,026
    TRANSUNION COM FMV 9,562 16,477
    TWEEDY BROWNE GLOBAL VALUE FUND #1 FMV 486,798 515,210
    ULTA SALON COSMETICS & FRAG INC COM FMV 4,813 7,237
    UNION PAC CORP FMV 15,880 35,420
    UNITED TECHNOLOGIES CORP COM FMV 34,032 49,762
    UNITEDHEALTH GROUP INC FMV 4,563 62,807
    UNIVERSAL HLTH SVCS INC CL B FMV 9,840 12,036
    US BANCORP DEL COM NEW FMV 25,334 36,365
    VALVOLINE INC COM FMV 3,051 3,537
    VANGUARD - INDEX FUND 500 FMV 226,769 1,327,208
    VF CORP COM FMV 4,457 23,641
    VISA INC COM CL A FMV 26,422 69,006
    WELLS FARGO & CO NEW COM FMV 32,221 54,331
    WEX INC COM FMV 5,869 15,810
    WHIRLPOOL CORP COM FMV 8,791 11,113
    XILINX INC COM FMV 6,121 6,069
    APTIV PLC COM NEW FMV 11,422 15,302
    AUTODESK INC COM FMV 14,234 17,435
    BERRY GLOBAL GROUP INC COM FMV 4,828 13,047
    BRIGHT HORIZONS FAM SOL IN DEL COM FMV 6,367 8,202
    CENTENE CORP DEL COM FMV 7,016 7,885
    CHEVRON CORP NEW COM FMV 28,212 29,964
    CIMAREX ENERGY CO COM FMV 10,579 10,276
    COOPER COS INC COM NEW FMV 9,247 9,183
    DOWDUPONT INC COM FMV 43,817 40,936
    ENCOMPASS HEALTH CORP COM FMV 7,750 22,077
    EXACT SCIENCES CORP COM FMV 11,294 12,735
    EXPEDIA INC DEL COM NEW FMV 38,522 32,331
    HCA HEALTHCARE INC FMV 7,176 11,799
    LAZARD GLOBAL LISTED INFRASTRUCTURE FMV 416,831 402,344
    MFS INST INT'L EQUITY FUND FMV 1,027,000 1,014,751
    PRA HEALTH SCIENCES INC COM FMV 12,620 14,471
    STANLEY BLACK & DECKER INC COM FMV 10,447 9,164
    T MOBILE US INC COM FMV 23,430 24,500
    WESTERN ALLIANCE BANCORP COM FMV 12,010 11,548
    WORLDPLAY INC CL A FMV 7,085 28,214

    TY 2017 OtherProfessionalFeesSchedule
    Name:
    KAHN CHARITABLE FOUNDATION
     
    C/O SAMET & COMPANY PC
    EIN:
    04-6718867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 14,281 7,141   7,140


    TY 2017 TaxesSchedule
    Name:
    KAHN CHARITABLE FOUNDATION
     
    C/O SAMET & COMPANY PC
    EIN:
    04-6718867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION TAXES 3,825 0   125