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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
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$16,627,462J 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... 340,599 340,599  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 901,790
b Gross sales price for all assets on line 6a 7,105,203
7 Capital gain net income (from Part IV, line 2)... 901,790
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........ 1,242,389 1,242,389  
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 4,150 2,075   2,075
c Other professional fees (attach schedule).... Click to see attachment 16,849 8,425   8,424
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 23,460 0   23,460
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.......... 44,459 10,500   33,959
25 Contributions, gifts, grants paid....... 855,060 855,060
26 Total expenses and disbursements. Add lines 24 and 25 899,519 10,500   889,019
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 342,870
b Net investment income (if negative, enter -0-) 1,231,889
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 307,322 506,274 506,274
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) 2,360,372 Click to see attachment2,569,832 2,490,706
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 2,686,778 Click to see attachment2,424,499 2,167,803
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,278,257 Click to see attachment7,474,994 11,462,679
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) 12,632,729 12,975,599 16,627,462
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 12,632,729 12,975,599
29 Total net assets or fund balances (see instructions)..... 12,632,729 12,975,599
30 Total liabilities and net assets/fund balances (see instructions). 12,632,729 12,975,599
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
12,632,729
2
Enter amount from Part I, line 27a .....................
2
342,870
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,975,599
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
12,975,599
Form 990-PF (2021)
Form 990-PF (2021)
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 SHORT TERM P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 234,674   305,548 -70,874
b 6,422,558   5,897,865 524,693
c 447,971     447,971
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -70,874
b       524,693
c       447,971
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 901,790
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 17,123
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,123
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 14,772
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,772
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 112
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 9,537
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,537 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    CIBC NATIONAL 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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    18,454,439
    b
    Average of monthly cash balances.......................
    1b
    451,327
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,905,766
    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
    18,905,766
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    283,586
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    18,622,180
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    931,109
    Part X
    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 IX, line 6..................
    1
    931,109
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,123
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,123
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    913,986
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    913,986
    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 XII, line 1 ...
    7
    913,986
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 913,986
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 862,195
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 889,019
    a Applied to 2020, but not more than line 2a 862,195
    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 2021 distributable amount..... 26,824
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		887,162
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALVIN AILEY AMERICAN DANCE
    405 W 55TH ST
    NEW YORK,NY10019     		NONE EXEMPT UNRESTRICTED 1,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET NW
    ATLANTA,NY30303     		NONE EXEMPT UNRESTRICTED 285,000
    AMERICAN MUSUEM OF NATURAL HISTORY
    200 CENTRAL PARK W
    NEW YORK,NY10024     		NONE EXEMPT UNRESTRICTED 3,000
    ARTMESIA FOUNDATION
    425 W 50TH ST 15B
    NEW YORK,NY10019     		NONE EXEMPT UNRESTRICTED 3,000
    ASIA SOCIETY
    725 PARK AVE
    NEW YORK,NY10021     		NONE EXEMPT UNRESTRICTED 2,000
    ASIAN CULTURAL COUNCIL
    ONE ROCKEFELLER PLAZA
    NEW YORK,NY10020     		NONE EXEMPT UNRESTRICTED 40,000
    ASIAN AMERICAN WRITERS WORKSHOP
    112 W 27TH STREET 600
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 25,200
    BROOKS SCHOOL
    1160 GREAT POND ROAD
    NORTH ANDOVER,MA01845     		NONE EXEMPT UNRESTRICTED 30,000
    CARNEGIE HALL
    881 SEVENTH AVENUE
    NEW YORK,NY10019     		NONE EXEMPT UNRESTRICTED 5,000
    CENTER FOR REPRODUCTIVE RIGHTS
    1219 SW PARK AVENUE
    PORTLAND,OR97205     		NONE EXEMPT UNRESTRICTED 15,000
    CHAMBER MUSIC SOCIETY
    60 GORE STREET
    NEW YORK,NY10005     		NONE EXEMPT UNRESTRICTED 44,500
    COLLEGIATE SCHOOL
    260 W 78TH ST
    NEW YORK,NY10024     		NONE EXEMPT UNRESTRICTED 45,000
    COMBINED JEWISH PHILANTHROPIES
    260 W 78TH ST
    NEW YORK,NY10024     		NONE EXEMPT UNRESTRICTED 18,000
    COMMITTEE TO PROTECT JOURNALISTS
    330 7TH AVENUE 11TH FLOOR
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 2,000
    CONCORD ACADEMY
    166 MAIN STREET
    CONCORD,MA01742     		NONE EXEMPT UNRESTRICTED 43,000
    DOCTORS WITHOUT BORDERS
    3805 OLD EASTON ROAD
    DOYLESTOWN,PA18902     		NONE EXEMPT UNRESTRICTED 1,000
    FRIENDS OF THE PUBLIC GARDEN
    137 W 25TH ST
    NEW YORK,NY10001     		NONE EXEMPT UNRESTRICTED 30,000
    HUDSON AREA LIBRAY
    3 WASHINGTON ST
    HUDSON,MA10749     		NONE EXEMPT UNRESTRICTED 2,000
    HEPATITIS B FOUNDATION
    3805 OLD EASTON ROAD
    DOYLESTOWN,PA18902     		NONE EXEMPT UNRESTRICTED 10,000
    ISABELLA GARDNER MUSEUM
    25 EVANS WAY
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 2,000
    KIDS COOKING FOR LIFE
    PO BOX 94 LARKSPUR
    LARKSPUR,CA94977     		NONE EXEMPT UNRESTRICTED 1,000
    MANHATTAN THEATRE CLUB
    311 WEST 43RD STREET 8TH FLOOR
    NEW YORK,NY10036     		NONE EXEMPT UNRESTRICTED 1,000
    MATH-M-ADDICTS NEW YORK
    925 9TH AVENUE
    NEW YORK,NY10019     		NONE EXEMPT UNRESTRICTED 1,000
    METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023     		NONE EXEMPT UNRESTRICTED 12,000
    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 360
    NATIONAL CHILDRENS CANCER SOCIETY
    500 N BROADWAY 1850
    ST LOUIS,MO63102     		NONE EXEMPT UNRESTRICTED 1,000
    NEW YORK CITY BALLET
    20 LINOCOLN CENTER
    NEW YORK,NY10023     		NONE EXEMPT UNRESTRICTED 1,000
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NONE EXEMPT UNRESTRICTED 7,500
    NORTH EAST COMMUNITY CENTER
    51 S CENTER
    MILLERTON,NY12546     		NONE EXEMPT UNRESTRICTED 3,500
    NORTEASTERN
    360 HUNTINGTON AVE
    BOSTON,MA02115     		NONE EXEMPT UNRESTRICTED 35,000
    PATHFINDER
    9 GALEN STREET SUITE 217
    WATERTOWN,MA02472     		NONE EXEMPT UNRESTRICTED 5,000
    PLANNED PARENTHOOD
    123 WILLIAM STREET 10TH FLOOR
    NEW YORK,NY10038     		NONE EXEMPT UNRESTRICTED 3,000
    SHORE COUNTRY DAY SCHOOL
    545 CABOT STREET
    BEVERLY,MA01915     		NONE EXEMPT UNRESTRICTED 150,000
    SIGNET SOCIETY
    46 DUNSTER ST
    CAMBRIDGE,MA02138     		NONE EXEMPT UNRESTRICTED 2,000
    TEACHING MATTERS
    475 RIVERSIDE DRIVE SUITE 1600
    NEW YORK,NY10115     		NONE EXEMPT UNRESTRICTED 1,000
    THE ASIAN LAW CAUCUS
    55 COLUMBUS AVE
    SAN FRANCISCO,CA94111     		NONE EXEMPT UNRESTRICTED 2,000
    THE ENGLISH CONCERT IN AMERICA
    207 DEPEW ST
    DUMMONT,NJ07628     		NONE EXEMPT UNRESTRICTED 2,000
    WASHINGTON SQUARE PARK CONSERVANCY
    PO BOX 1624
    NEW YORK,NY10276     		NONE EXEMPT UNRESTRICTED 13,500
    YYDC INC
    50 FRANKLIN STREET SUITE 16B
    NEW YORK,NY10013     		NONE EXEMPT UNRESTRICTED 4,000
    Total .................................bullet 3a 855,060
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 901,790  
    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 1,242,389 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,242,389
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 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 4,150 2,075   2,075

    TY 2021 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
    CINTAS CORP DUE 4/1/2027 79,593 74,071
    CISCO SYS INC DUE 3/4/2024 75,598 75,425
    COMCAST CORP NEW DUE 8/15/2025 149,774 147,876
    GLAXOSMITHKLINE CAP INC DUE 5/15/2028 57,530 49,728
    IPATH SELECT MLP ETN 497,461 384,248
    JP MORGAN CHASE & CO DUE 10/1/2026 80,161 71,366
    MICROSOFT CORP SR NT DUE 11/3/2025 102,449 99,921
    ORACLE CORP SR BD DUE 7/8/2024 75,281 73,929
    ORACLE CORP SR NT DUE 7/15/2023 75,388 74,770
    PEPSICO INC SR GLBL DUE 7/17/2025 154,953 150,513
    WAL MART STORES DUE 4/22/2024 75,137 75,144
    AMERICAN EXPRESS CREDIT CO NT DUE 2/27/2023 51,174 50,165
    PIMCO COMMODITY REALRETURN STR FUND INST 375,000 302,481
    T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND #170 575,000 538,166

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    KAHN CHARITABLE FOUNDATION
     
    C/O SAMET & COMPANY PC
    EIN:
    04-6718867
    US Government Securities - End of Year Book Value:

    2,569,832
    US Government Securities - End of Year Fair Market Value:

    2,490,706
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 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
    ABBOTT LABORATORIES COM FMV 31,382 40,423
    ADOBE SYS INC FMV 13,122 37,704
    ALNYLAM PHARMACEUTICALS INC COM FMV 16,487 15,752
    ALPHABET INC CAP STK CL A FMV 34,150 84,991
    ALPHABET INC CAP STK CL C FMV 18,127 104,998
    AMAZON.COM INC COM FMV 29,754 141,897
    AMERICAN TOWER CORP FMV 22,960 39,361
    AMERICAN WTR WKS CO INC NEW COM FMV 14,571 17,257
    AMERIPRISE FINL INC COM FMV 5,797 27,571
    AMETEK INC NEW COM FMV 6,097 16,484
    AMPHENOL CORP CL A FMV 7,914 24,400
    ANALOG DEVICES INC COM FMV 22,298 38,860
    ANSYS INC FMV 2,548 19,143
    APPLE INC COM FMV 8,118 96,661
    APTIV PLC COM NEW FMV 8,923 12,559
    ASHLAND GLOBAL HOLDINGS INC COM FMV 5,335 9,378
    ASTRAZENECA PLC SPONSORED ADR FMV 47,910 58,670
    AUTOMATIC DATA PROCESSING INC COM FMV 3,149 22,684
    AUTOZONE INC COM FMV 3,477 47,281
    AVANTOR INC COM FMV 18,032 25,160
    BERRY GLOBAL GROUP INC COM FMV 4,097 13,168
    BLACKROCK INC COM FMV 6,919 26,189
    BLACKSTONE GROUP INC COM CL A FMV 26,020 51,180
    BOOKING HLDGS INC COM FMV 40,210 31,482
    CADENCE DESIGN SYSTEM INC COM FMV 18,110 31,656
    CATALENT INC COM FMV 20,084 22,102
    CDW CORP COM FMV 16,336 20,483
    CHARLES RIVER LABORATORIES INTL INC COM FMV 18,096 18,615
    CHEVRON CORP NEW COM FMV 26,792 33,010
    CHIPOTLE MEXICAN GRILL INC CL A FMV 24,321 23,531
    CHURCH & DWIGHT INC COM FMV 1,589 10,100
    CINTAS CORP COM FMV 9,040 13,074
    CISCO SYS INC COM FMV 26,891 50,955
    CME GROUP INC COM FMV 22,266 23,131
    COSTAR INC COM FMV 5,782 10,028
    COSTCO WHSL CORP NEW COM FMV 22,789 33,550
    CROWN HOLDINGS INC COM FMV 7,985 18,987
    DANAHER CORP COM FMV 11,237 61,605
    DISNEY WALT CO COM FMV 46,521 30,680
    DOLLAR GEN CORP NEW COM FMV 30,121 56,697
    DOMINOS PIZZA INC COM FMV 9,496 14,030
    DYNATRACE INC COM FMV 10,630 11,556
    EDWARDS LIFESCIENCES CORP COM FMV 3,355 12,932
    ENPHASE ENERGY INC COM FMV 19,366 27,138
    ENTEGRIS INC COM FMV 13,769 17,965
    EPAM SYS INC COM FMV 2,457 22,698
    FIDELITY NATL INFO SVCS INC FMV 14,990 34,926
    FISERV INC COM FMV 3,748 31,762
    FIVE BELOW INC COM FMV 14,270 11,683
    FLEETCOR TECHNOLOGIES INC COM FMV 13,394 15,968
    FLOOR & DECOR HLDGS INC CL A FMV 16,749 10,325
    FMC CORP FMV 5,453 16,587
    GENPACT LIMITED SHS FMV 8,465 12,284
    GLOBAL PMTS INC COM FMV 10,000 19,583
    HOME DEPOT INC COM FMV 23,075 58,145
    HONEYWELL INTERNATIONAL INC COM FMV 46,327 63,441
    HOWMET AEROSPACE INC COM FMV 14,127 13,335
    HUBBELL INC COM FMV 7,113 12,143
    HUMANA INC COM FMV 1,305 19,659
    IAA INC COM FMV 8,632 7,635
    ICON CORP COM FMV 19,991 18,853
    IDEX CORP COM FMV 13,335 17,073
    INGERSOLL RAND INC COM FMV 17,440 14,980
    INTERCONTINENTAL EXCHANGE INC FMV 18,676 26,519
    JP MORGAN CHASE & CO FMV 8,305 32,995
    KEYSIGHT TECHNOLOGIES INC COM FMV 15,299 24,537
    KLA CORPORATION FMV 10,827 17,868
    LAZARD GLOBAL LISTED INFRASTRUCTURE FMV 454,471 447,981
    LIBERTY BROADBAND CORP COM SER C FMV 6,502 6,129
    LIGHTHOUSE DIVERSIFIED FUND FMV 1,200,000 2,109,416
    LINDE PLC COM FMV 36,238 52,618
    LIVENT CORP COM FMV 4,381 9,734
    MARRIOTT INTL CL A FMV 2,526 15,369
    MARTIN MARIETTA MATERIALS COM FMV 34,359 28,129
    MARVELL TECHNOLOGY GROUP LTD FMV 5,174 10,055
    MASCO CORP COM FMV 8,762 11,840
    MATTHEWS PACIFIC TIGER FMV 751,598 653,947
    MFS INST INT'L EQUITY FUND FMV 705,948 739,349
    MICROCHIP TECHNOLOGY INC FMV 2,833 26,426
    MICROSOFT CORP COM FMV 19,725 204,180
    MONDELEZ INTL INC COM FMV 25,936 31,790
    MONSTER BEVERAGE CORP FMV 1,164 17,798
    MSCI INC CL A FMV 4,239 21,020
    NEXTERA ENERGY INC COM FMV 47,009 70,566
    OSHKOSH CORPORATION FMV 9,944 8,871
    OTIS WORLDWIDE CORP COM FMV 26,419 37,738
    PENTAIR PLC SHS FMV 4,485 5,309
    PEPSICO INC COM FMV 14,323 37,499
    PIONEER NAT RES CO COM FMV 43,432 61,347
    PLANET FITNESS INC CL A FMV 16,957 14,350
    PNC FINL SVCS GROUP INC COM FMV 37,996 44,649
    QUALCOMM INC COM FMV 17,154 38,322
    RAYTHEON TECHNOLOGIES CORP COM FMV 42,710 69,391
    RESMED INC COM FMV 17,762 22,011
    ROPER TECHNOLOGIES, INC. FMV 28,332 56,435
    ROSS STORES INC COM FMV 4,101 9,270
    S&P GLOBAL INC COM FMV 53,535 54,267
    SALESFORCE COM INC COM FMV 53,814 52,483
    SBA COMMUNICATIONS CORP FMV 4,292 32,325
    SCHWAB CHARLES CORP NEW COM FMV 37,104 56,799
    SPROUTS FMRS MKT INC COM FMV 8,659 9,925
    STANLEY BLACK & DECKER INC COM FMV 48,945 27,578
    STRYKER CORP COM FMV 3,890 24,269
    SYNOPSYS INC COM FMV 17,007 27,333
    T MOBILE US INC COM FMV 33,899 62,157
    TE CONNECTIVITY LTD REG SHS FMV 44,519 38,584
    TELEFLEX INC COM FMV 10,399 11,555
    THERMO FISHER CORP COM FMV 12,090 51,068
    TJX COS INC NEW COM FMV 9,004 20,329
    TRACTOR SUPPLY CO COM FMV 7,364 24,425
    TRANSUNION COM FMV 8,023 15,598
    TWEEDY BROWNE GLOBAL VALUE FUND #1 FMV 552,937 531,516
    TWILIO BROWNE GLOBAL VALUE FUND FMV 19,393 7,291
    UNION PAC CORP FMV 13,951 44,789
    UNITEDHEALTH GROUP INC FMV 7,732 105,294
    US BANCORP DEL COM NEW FMV 33,227 40,682
    US FOODS HLDG CORP COM FMV 11,403 8,744
    VANGUARD - INDEX FUND 500 FMV 190,287 1,574,953
    VIRTUS VONTOBEL EMERGING MKTS FMV 702,034 534,093
    VISA INC COM CL A FMV 30,359 99,233
    WESTERN ALLIANCE BANCORP COM FMV 21,801 15,744
    ZOETIS INC CL A FMV 17,713 35,581
    ALIGN TECHNOLOGY INC COM FMV 18,764 15,384
    ALAVARA FMV 8,231 5,507
    AZEK FMV 11,141 4,352
    CHENIERE ENERGY INC COM NEW FMV 12,958 13,436
    CONOCOPHILLIPS COM FMV 16,785 15,178
    CROWDSTRIKE HLDGINC CL A FMV 20,998 20,227
    DIAMONDBACK ENERGY INC COM FMV 25,014 23,503
    IQVIA HLDGS INC COM FMV 33,425 31,898
    JP MORGAN MID CAP VALUE FUND CL I #758 FMV 596,087 769,760
    LIVE NATION ENTERTAINMENT INC COM FMV 8,156 7,845
    ON SEMICONDUCTOR CORP CORM FMV 16,460 14,036
    PALO ALTO NETWORKS INC COM FMV 29,334 34,576
    REGAL REXNORD CORP FMV 4,329 11,920
    SVP FINL GROUP COM FMV 29,287 22,514
    TANDEM DIABETES CARE INC COM NEW FMV 12,122 7,576
    ULTA BEAUTY, INC FMV 16,763 16,190
    VEEVA SYS INC COM CL A FMV 14,801 15,249
    WASTE CONNECTIONS INC COM FMV 7,985 8,553
    ZURN ELKAY WATER SOLUTIONS CORP FMV 8,542 8,744

    TY 2021 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 16,849 8,425   8,424


    TY 2021 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 23,460 0   23,460