2020-05-19T13:17:11-05:00 2019-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2019-01-01 203946440 KAHN FAMILY CHARITABLE FOUNDATION KAHN 7812355415 21 PEIRCE ROAD WELLESLEY MA 02481 JORDAN A KAHN TRUSTEE 7812355415 2020-05-19 1 EUGENE BORGONZI P01269879 6172276161 2020-05-19 38.111.9.114 2020-05-19 14:13:34 ED 04498620201390347e20 2020-05-18 P D8AC85F396BDAC626D8849D6963DF06D8BF6D72B 8A1D67C05B5E288A233D410CFFE3E7F30C826A4A 2019 2020-11-19 02:30:22Z X 1410943 X X 678 678 30609 30608 56840 137207 56764 54 68 88181 88118 0 0 0 3200 1600 1600 5790 5790 0 1513 295 0 35 0 35 10538 7685 1635 128500 128250 139038 7685 129885 -50857 80433 47174 78087 78087 515723 801522 801522 595179 531334 531334 1158076 1410943 1410943 0 0 X 1158076 1410943 0 0 0 0 1158076 1410943 1158076 1410943 1158076 -50857 303724 1410943 0 1410943 SALE OF PUBLICLY TRADED SECURITIES 137131 80971 56160 56160 FROM THE BLACKSTONE GROUP, LP K-1 604 604 FROM THE BLACKSTONE GROUP, LP K-1 (UBI PORTION) 76 76 0 0 56764 0 123485 1306936 0.094484 139135 1301879 0.106872 165805 1268513 0.130708 133806 1492869 0.089630 173350 1673822 0.103565 0.525259 0.105052 1288707 135381 804 136185 129885 1609 0 1609 0 1609 1040 0 0 1040 0 569 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A JORDAN A KAHN TRUSTEE 7812355414 21 PEIRCE ROAD WELLESLEY MA 02481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JORDAN A KAHN 21 PEIRCE ROAD WELLESLEY MA 02481 TRUSTEE 0.25 0 0 0 SUSAN R KAHN 21 PEIRCE ROAD WELLESLEY MA 02481 TRUSTEE 0.00 0 0 0 LAWRENCE M KAHN 33 BEECHWOOD TERRACE WELLESLEY MA 02482 TRUSTEE 0.00 0 0 0 KRIS D KAHN 43 RUTLAND SQUARE UNIT 1 BOSTON MA 02118 TRUSTEE 0.00 0 0 0 TORIANIO D WHITE 19 AUDOBON ROAD MILTON MA 02186 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1268904 39428 0 1308332 0 0 1308332 19625 1288707 64435 64435 1609 1609 62826 0 62826 0 62826 129885 0 129885 0 129885 62826 0 0 92101 60027 105289 74880 59156 391453 129885 0 0 0 62826 67059 0 0 458512 0 0 0 0 0 0 92101 366411 60027 105289 74880 59156 67059 JORDAN A KAHN TRUSTEE 21 PEIRCE ROAD WELLESLEY MA 02481 7812355415 LETTER FORMAT NONE NONE ALZHEIMER'S ASSOCIATION OF MANH 309 WAVERLEY OAKS ROAD WALTHAM MA 02452 N/A PC PROGRAM SUPPORT 10000 BERKSHIRE HILLS MUSIC ACADEMY 48 WOODBRIDGE STREET SOUTH HADLEY MA 01075 N/A PC PROGRAM SUPPORT 1000 BOSTON CHILDREN'S HOSPITAL 401 PARK DRIVE SUITE 602 BOSTON MA 02115 N/A PC PROGRAM SUPPORT 5000 CHABAD CENTER OF MILFORD 34 CEDAR STREET MILFORD MA 01757 N/A PC PROGRAM SUPPORT 5000 CRADLES TO CRAYONS 155 NORTH BEACON STREET BRIGHTON MA 02135 N/A PC PROGRAM SUPPORT 1000 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS ROAD YORKTOWN HEIGHTS NY 10598 N/A PC PROGRAM SUPPORT 1000 ISRAEL TENNIS CENTERS FOUNDATION 57 WEST 38TH ST STE 605 NEW YORK NY 10018 N/A PC PROGRAM SUPPORT 3000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 N/A PC PROGRAM SUPPORT 1000 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MA 02118 N/A PC PROGRAM SUPPORT 1000 THE MEADOWBROOK SCHOOL 10 FARM ROAD WESTON MA 02493 N/A PC PROGRAM SUPPORT 50000 THE PROGERIA RESEARCH FOUNDATION PO BOX 3453 PEABODY MA 01961 N/A PC PROGRAM SUPPORT 1500 UNITED SERVICE ORGANIZATIONS (USO) 427 COMMERCIAL ST BOSTON MA 02109 N/A PC PROGRAM SUPPORT 200 WELLESLEY FIREFIGHTERS LOCAL 1759 2 CENTER PLAZA SUITE 4M BOSTON MA 02108 N/A PC PROGRAM SUPPORT 250 WELLESLEY FOOD PANTRY 207 WASHINGTON STREET WELLESLEY MA 02481 N/A PC PROGRAM SUPPORT 1000 WELLESLEY FREE LIBRARY FOUNDATION INC 530 WASHINGTON STREET WELLESLEY MA 02482 N/A PC PROGRAM SUPPORT 250 TEAM SPARTANS 400 HEATH STREET CHESTNUT HILL MA 02467 N/A PC PROGRAM SUPPORT 5000 ERNEST F UPHAM PTO 35 WYNNEWOOD ROAD WELLESLEY MA 02481 N/A PC PROGRAM SUPPORT 500 JDRF - JUVENILE DIABETES RESEARCH 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 N/A PC PROGRAM SUPPORT 200 PAN MASS CHALLENGE 77 4TH AVENUE NEEDHAM MA 02494 N/A PC PROGRAM SUPPORT 2000 FRESHMAN FRESH START 9 LANSDOWNE STREET SUITE 2 BOSTON MA 02215 N/A PC PROGRAM SUPPORT 1500 THEATER WORKSHOP OF NANTUCKET 62 CENTRE STREET NANTUCKET MA 02554 N/A PC PROGRAM SUPPORT 2400 FRANCIS QUIMET SCHOLARSHIP FUND 300 ARNOLD PALMER BLVD NORTON MA 02766 N/A PC PROGRAM SUPPORT 500 THE MICHAEL C ROTHBERG SEPT 11 MEMORIAL SCHOLARSHIP FUND PO BOX 116 SHARON MA 02067 N/A PC PROGRAM SUPPORT 1000 MSSACHUSETTS ADOPTION RESOURCE EXCHANGE INC 19 NEEDHAM ST SUITE 206 NEWTON MA 02461 N/A PC PROGRAM SUPPORT 1000 MT SNOW ADAPTIVE SPORTS 39 MOUNT SNOW ROAD MT SNOW VT 05356 N/A PC PROGRAM SUPPORT 10000 BREAST AND OVARIAN CANCER SUPPORT 165 WEST 46TH STREET SUITE 712 NEW YORK NY 10036 N/A PC PROGRAM SUPPORT 1000 AMERICAN CANCER SOCIETY (HOPE LODGE NYC PROGRAM) 132 W 32ND STREET NEW YORK NY 10001 N/A PC PROGRAM SUPPORT 20000 THE GREATER BOSTON FOOD BANK 70 S BAY AVENUE BOSTON MA 02118 N/A PC PROGRAM SUPPORT 1000 NEW ERA FUND WELLESLEY COUNCIL ON AGING 3 ELIOT STREET NATICK MA 01760 N/A PC PROGRAM SUPPORT 1000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 N/A PC PROGRAM SUPPORT 200 128500 0 14 678 523000 1 14 30608 15 5 523000 76 18 56764 THE BLACKSTONE GROUP L.P. 523000 -14 14 63 63 88118 0 88181 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 3200 1600 1600 CORPORATE STOCKS 801522 801522 MUTUAL FUNDS FMV 531334 531334 STATE FILING FEE 35 0 35 FROM BLACKSTONE GROUP LP K-1 5 5 5 THE BLACKSTONE GROUP L.P. 49 63 49 UNREALIZED GAIN ON INVESTMENTS 301319 PARTNERSHIP DISTRIBUTIONS 2405 INVESTMENT MANAGEMENT FEES 5790 5790 0 FOREIGN TAXES 295 295 0 FEDERAL EXCISE TAX 1218 0 0