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
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
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$16,779,167J 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... 332,117 332,117  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 815,998
b Gross sales price for all assets on line 6a 6,015,718
7 Capital gain net income (from Part IV, line 2)... 815,998
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........ 1,148,115 1,148,115  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,600 1,800   1,800
c Other professional fees (attach schedule).... Click to see attachment 14,383 7,192   7,191
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,000 0   0
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.......... 38,983 8,992   8,991
25 Contributions, gifts, grants paid....... 802,550 802,550
26 Total expenses and disbursements. Add lines 24 and 25 841,533 8,992   811,541
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 306,582
b Net investment income (if negative, enter -0-) 1,139,123
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 516,114 354,718 354,718
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,146,353 Click to see attachment1,702,224 1,728,500
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 3,230,633 Click to see attachment3,038,445 3,021,442
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,501,898 Click to see attachment7,606,193 11,674,507
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) 12,394,998 12,701,580 16,779,167
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 SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 12,394,998 12,701,580
30 Total net assets or fund balances (see instructions)..... 12,394,998 12,701,580
31 Total liabilities and net assets/fund balances (see instructions). 12,394,998 12,701,580
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
12,394,998
2
Enter amount from Part I, line 27a .....................
2
306,582
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,701,580
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
12,701,580
Form 990-PF (2018)
Form 990-PF (2018)
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 126,919   121,793 5,126
b 5,746,160   5,077,927 668,233
c 13,599     13,599
d 129,040     129,040
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       5,126
b       668,233
c       13,599
d       129,040
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 2 815,998
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))
2017 781,365 16,443,910 0.047517
2016 769,202 15,830,670 0.048589
2015 811,244 15,587,069 0.052046
2014 778,684 16,696,775 0.046637
2013 736,030 15,945,850 0.046158
2
Total of line 1, column (d) .....................
2
0.240947
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
0.048189
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
16,424,335
5
Multiply line 4 by line 3......................
5
791,472
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,391
7
Add lines 5 and 6........................
7
802,863
8
Enter qualifying distributions from Part XII, line 4,.............
8
811,541
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 (2018)
Form 990-PF (2018)
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 11,391
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 11,391
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 11,391
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 11,541
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,541
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 144
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
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6 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 2018 or the taxable year beginning in 2018? 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 (2018)
    Form 990-PF (2018)
    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 2018, 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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
    15,887,103
    b
    Average of monthly cash balances.......................
    1b
    787,349
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,674,452
    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
    16,674,452
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    250,117
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,424,335
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    821,217
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    821,217
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    11,391
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,391
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    809,826
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    809,826
    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
    809,826
    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
    811,541
    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
    811,541
    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
    11,391
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    800,150
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 809,826
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 790,750
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 811,541
    a Applied to 2017, but not more than line 2a 790,750
    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 2018 distributable amount..... 20,791
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		789,035
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 (2018)
    Form 990-PF (2018)
    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 265,000
    AMERICAN MUSUEM OF NATURAL HISTORY
    200 CENTRAL PARK W
    NEW YORK,NY10024     		NONE EXEMPT UNRESTRICTED 2,500
    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
    BARD COLLEGE CONSERVATORY OF MUSIC
    30 CAMPUS RD
    ANNANDALE ON HUDSON,NY12504     		NONE EXEMPT UNRESTRICTED 1,000
    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 40,500
    COLLEGIATE SCHOOL
    260 W 78TH ST
    NEW YORK,NY10024     		NONE EXEMPT UNRESTRICTED 47,500
    COMMITTEE TO PROTECT JOURNALISTS
    330 7TH AVENUE 11TH FLOOR
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 2,000
    CUE ART FOUNDATION
    137 W 25TH ST
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 1,000
    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 50,000
    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 1,500
    METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023     		NONE EXEMPT UNRESTRICTED 6,500
    MIDDLESEX SCHOOL
    1400 LOWELL ROAD
    CONCORD,MA01742     		NONE EXEMPT UNRESTRICTED 5,000
    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 3,000
    PLANNED PARENTHOOD
    123 WILLIAM STREET 10TH FL
    NEW YORK,NY10038     		NONE EXEMPT UNRESTRICTED 3,000
    SHORE COUNTRY DAY SCHOOL
    545 CABOT STREET
    BEVERLY,MA01915     		NONE EXEMPT UNRESTRICTED 210,000
    THE NEW PRESS
    38 GREENE STREET 4TH FLOOR
    NEW YORK,NY10013     		NONE EXEMPT UNRESTRICTED 1,000
    WASHINGTON SQUARE PARK CONSERVANCY
    PO BOX 1624 COOPER STATION
    NEW YORK,NY10276     		NONE EXEMPT UNRESTRICTED 16,600
    YONGEY PEACE PREVAIL CENTER
    7714 W CATALINA DR
    PHEONIX,AZ85033     		NONE EXEMPT UNRESTRICTED 2,000
    CONCORD ACADEMY
    166 MAIN STREET
    CONCORD,MA01742     		NONE EXEMPT UNRESTRICTED 35,000
    NORTH EAST COMMUNITY COLLEGE
    PO BOX 35 51 SOUTH CENTER STREET
    MILLERTON,NY12546     		NONE EXEMPT UNRESTRICTED 1,000
    PROTECT OUR WINTERS
    4676 BROADWAY STREET
    BOULDER,CO80304     		NONE EXEMPT UNRESTRICTED 5,000
    TEACHING MATTERS
    475 RIVERSIDE DRIVE SUITE 1270
    NEW YORK,NY10115     		NONE EXEMPT UNRESTRICTED 1,000
    THE ENGLISH CONCERT IN AMERICA
    207 DEPEW STREET
    DUMONT,NJ07628     		NONE EXEMPT UNRESTRICTED 2,000
    YMCA OF THE NORTH SHORE
    245 CABOT STREET
    BEVERLY,MA01915     		NONE EXEMPT UNRESTRICTED 20,000
    Total .................................bullet 3a 802,550
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 332,117  
    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 ............     		    18 815,998  
    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 1,148,115 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,148,115
    (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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    KAHN CHARITABLE FOUNDATION
     
    C/O SAMET & COMPANY PC
    EIN:
    04-6718867
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,600 1,800   1,800

    TY 2018 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
    AMERICAN EXPRESS DUE 5/15/2023 147,088 149,914
    ANGEL OAK MULTI-STRATEGY INCOME 556,735 516,987
    AT&T DUE 2/15/2022 150,114 152,400
    BLACKROCK DUE 12/10/2019 101,733 101,195
    CAPITAL ONE DUE 6/15/22 147,938 149,799
    CISCO SYS INC DUE 3/4/2024 76,427 80,026
    COMCAST CORP NEW DUE 8/15/2025 149,774 156,885
    INTEL CORP SR NT DUE 10/1/2021 102,666 102,805
    JP MORGAN CHASE & CO DUE 3/25/2020 76,778 76,434
    JP MORGAN CHASE & CO DUE 5/10/2021 78,705 78,075
    MERCK & CO INC DUE 1/15/2021 155,913 153,452
    MICROSOFT CORP SR NT DUE 11/3/2025 104,400 105,272
    ORACLE CORP SR BD DUE 7/8/2024 75,589 78,602
    ORACLE CORP SR NT DUE 7/15/2023 76,109 79,085
    PEPSICO INC SR GLBL DUE 7/17/2025 158,888 159,248
    PRAXAIR INC NT DUE 8/15/2022 142,275 150,578
    SHELL INTERNATIONAL 104,362 100,330
    STRYKER CORP DUE 1/15/2020 104,481 101,011
    T ROWE PRICE INST FLOATING RATE FUND 453,144 450,499
    WAL MART STORES DUE 4/22/2024 75,326 78,845

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    KAHN CHARITABLE FOUNDATION
     
    C/O SAMET & COMPANY PC
    EIN:
    04-6718867
    US Government Securities - End of Year Book Value:

    1,702,224
    US Government Securities - End of Year Fair Market Value:

    1,728,500
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2018 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 19,026 38,010
    ALPHABET INC CAP STK CL A FMV 6,591 27,070
    ALPHABET INC CAP STK CL C FMV 36,017 87,554
    AMAZON.COM INC COM FMV 27,974 134,448
    AMERICAN TOWER CORP FMV 21,839 36,801
    AMERIPRISE FINL INC COM FMV 9,046 20,032
    AMETEK INC NEW COM FMV 2,944 18,077
    AMPHENOL CORP CL A FMV 3,691 15,638
    ANSYS INC FMV 3,026 19,458
    APPLE INC COM FMV 21,208 70,855
    APTIV PLC COM NEW FMV 11,422 13,499
    ASHLAND INC NEW COM FMV 6,509 8,557
    AUTODESK INC COM FMV 18,225 26,390
    AUTOMATIC DATA PROCESSING INC COM FMV 8,280 46,954
    AUTOZONE INC COM FMV 5,689 39,581
    BARCLAYS ETN SELECT FMV 497,461 468,022
    BERRY GLOBAL GROUP INC COM FMV 4,828 14,936
    BLACKROCK INC COM FMV 23,830 43,645
    BOEING CO COM FMV 6,321 31,305
    BORGWARNER INC COM FMV 8,509 8,522
    BRIGHT HORIZONS FAM SOL IN DEL COM FMV 6,367 12,070
    BROWN FORMAN CORP FMV 2,362 10,199
    CAPITAL ONE FINL CORP COM FMV 22,748 35,298
    CARTER INC COM FMV 12,209 12,680
    CENTENE CORP DEL COM FMV 17,338 14,526
    CHEVRON CORP NEW COM FMV 34,453 35,963
    CHURCH & DWIGHT INC COM FMV 3,046 15,123
    CIGNA CORP COM FMV 40,871 44,587
    CIMAREX ENERGY CO COM FMV 10,579 5,992
    CISCO SYS INC COM FMV 26,000 63,979
    CITIGROUP INC COM NEW FMV 40,114 51,752
    CITRIX SYS INC COM FMV 4,097 7,164
    COGNIZANT TECH SOLUTIONS FMV 1,864 9,128
    COMCAST CORP CL A FMV 12,317 44,817
    CONCHO RES INC COM FMV 6,364 9,596
    COOPER COS INC COM NEW FMV 9,247 13,139
    CROWN HOLDINGS INC COM FMV 9,685 14,847
    DANAHER CORP COM FMV 21,207 72,603
    DOLLAR GEN CORP NEW COM FMV 10,165 32,033
    DOLLAR TREE INC COM FMV 3,515 24,914
    EDWARDS LIFESCIENCES CORP COM FMV 9,447 20,506
    ENCOMPASS HEALTH CORP COM FMV 7,750 20,655
    EOG RES INC COM FMV 34,793 36,146
    EPAM SYS INC COM FMV 6,589 35,139
    EQUINIX INC FMV 3,437 21,180
    EURONET WORLDWIDE INC COM FMV 17,963 39,705
    EXACT SCIENCES CORP COM FMV 11,294 25,143
    EXPEDIA INC DEL COM NEW FMV 38,522 35,785
    FIDELITY NATL INFO SVCS INC FMV 35,386 83,545
    FISERV INC COM FMV 17,187 90,340
    FLEETCOR TECHNOLOGIES INC COM FMV 10,302 18,536
    FMC CORP FMV 6,809 15,097
    FORTIVE CORP COM FMV 14,530 29,755
    GLOBAL PMTS INC COM FMV 10,870 30,104
    HCA HEALTHCARE INC FMV 7,176 15,545
    HD SUPPLY HLDGS INC COM FMV 8,981 12,809
    HEXCEL CORP NEW COM FMV 9,716 15,125
    HOME DEPOT INC COM FMV 21,203 47,833
    HONEYWELL INTERNATIONAL INC COM FMV 49,661 67,741
    HUBBELL INC COM FMV 13,822 16,561
    HUMANA INC COM FMV 1,554 13,265
    IHS INC FMV 9,848 16,631
    INTERCONTINENTAL EXCHANGE INC FMV 55,415 80,096
    JAZZ PHARMACEUTICALS PLC SHS FMV 12,396 11,405
    JOHNSON & JOHNSON FMV 32,935 53,762
    JONES LANG LASALLE INC FMV 5,359 9,286
    JP MORGAN CHASE & CO FMV 18,542 62,608
    JP MORGAN MID CAP VALUE FMV 396,759 634,386
    KANSAS CITY SOUTHERN COM FMV 5,699 12,913
    KINDER MORGAN INC DEL COM FMV 15,854 19,189
    LAZARD GLOBAL LISTED INFRASTRUCTURE FMV 447,959 417,231
    LIGAND PHARMACEUTICALS INC COM NEW FMV 4,648 4,680
    LIGHTHOUSE DIVERSIFIED FUND FMV 1,200,000 1,830,064
    MAINSTAY EPOCH GLOBAL EQUITY FUND FMV 566,849 528,240
    MARRIOTT INTL CL A FMV 2,973 18,659
    MASCO CORP COM FMV 9,296 9,732
    MATTHEWS PACIFIC TIGER FMV 429,677 528,338
    MEDTRONIC INC COM FMV 45,435 57,071
    MERCK & CO INC NEW COM FMV 7,144 25,574
    MFS INST INT'L EQUITY FUND FMV 668,115 701,507
    MICROCHIP TECHNOLOGY INC FMV 3,325 23,149
    MICROSOFT CORP COM FMV 23,832 124,717
    MOHAWK INDS INC COM FMV 2,209 8,258
    MONSTER BEVERAGE CORP FMV 1,376 14,489
    MSCI INC CL A FMV 4,987 14,327
    NEXTERA ENERGY INC COM FMV 8,517 16,594
    O REILLY AUTOMOTIVE INC NEW COM FMV 10,124 15,511
    ORACLE SYSTEMS CORP FMV 9,633 43,810
    PARKER HANNIFIN CORP COM FMV 10,225 11,561
    PENTAIR PLC SHS FMV 5,434 5,096
    PEPSICO INC COM FMV 21,718 40,126
    PIONEER NAT RES CO COM FMV 35,154 33,541
    PRA HEALTH SCIENCES INC COM FMV 12,620 15,368
    PRUDENTIAL FINL INC COM FMV 21,735 26,159
    PTC INC COM FMV 12,498 24,864
    QUALCOMM INC COM FMV 38,772 48,304
    REXNORD CORP NEW COM FMV 5,938 8,039
    ROPER TECHNOLOGIES, INC. FMV 3,090 25,272
    ROSS STORES INC COM FMV 8,264 26,366
    SBA COMMUNICATIONS CORP FMV 5,099 26,981
    SKYWORKS SOLUTIONS INC COM FMV 2,344 8,732
    SPROUTS FMRS MKT INC COM FMV 10,243 8,708
    STRYKER CORP COM FMV 4,687 30,220
    T MOBILE US INC COM FMV 37,156 45,522
    TD AMERITRADE HLDG CORP COM FMV 5,255 8,137
    TE CONNECTIVITY LTD REG SHS FMV 9,220 15,421
    TELEFLEX INC COM FMV 12,558 18,213
    THERMO FISHER CORP COM FMV 20,557 45,814
    TJX COS INC NEW COM FMV 13,571 26,546
    TRACTOR SUPPLY CO COM FMV 5,042 12,838
    TRANSUNION COM FMV 9,562 16,907
    TWEEDY BROWNE GLOBAL VALUE FUND #1 FMV 509,997 530,009
    ULTA SALON COSMETICS & FRAG INC COM FMV 4,813 10,754
    UNION PAC CORP FMV 15,880 42,278
    UNITED TECHNOLOGIES CORP COM FMV 34,032 51,820
    UNITEDHEALTH GROUP INC FMV 4,563 62,467
    UNIVERSAL HLTH SVCS INC CL B FMV 9,840 14,082
    US BANCORP DEL COM NEW FMV 33,209 46,479
    VANGUARD - INDEX FUND 500 FMV 226,769 1,435,191
    VF CORP COM FMV 10,506 33,542
    VISA INC COM CL A FMV 32,595 98,229
    WELLS FARGO & CO NEW COM FMV 32,221 46,374
    WESTERN ALLIANCE BANCORP COM FMV 12,010 9,123
    WEX INC COM FMV 5,869 17,272
    WORLDPLAY INC CL A FMV 7,085 42,280
    XILINX INC COM FMV 9,863 16,155
    ALEXION PHARMACEUTICALS INC COM FMV 14,837 15,325
    ANALOG DEVICES INC COM FMV 28,052 37,586
    CORTEVA INC COM FMV 3,146 6,121
    COSTAR INC COM FMV 6,966 11,081
    DOMINOS PIZZA INC COM FMV 11,522 11,966
    DOW INC COM FMV 14,705 10,207
    DUPONT DE NEMOURS INC COM FMV 25,966 15,539
    ECOLAB INC COM FMV 16,794 22,903
    IAA INC COM FMV 0 6,399
    KAR AUCTION SVCS INC COM FMV 9,714 4,125
    KEYSIGHT TECHNOLOGIES INC COM FMV 7,966 8,532
    LAM RESH CORP COM FMV 8,241 8,265
    LINDE PLC COM FMV 36,449 44,778
    LIVENT CORP COM FMV 5,358 3,481
    MARRIOT VACATIONS WORLDWIDE FMV 7,404 7,326
    OCCIDENTAL PETE CORP COM FMV 24,122 15,838
    RAYTHEON CO COM FMV 24,183 24,343
    SCHWAB CHARLES CORP NEW COM FMV 29,680 27,048
    VIRTUS VONTOBEL EMERGING MKTS FMV 660,249 688,644
    XYLEM INC COM FMV 10,815 12,295
    ZOETIS INC CL A FMV 27,148 35,409

    TY 2018 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 14,383 7,192   7,191


    TY 2018 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 21,000 0   0