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. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 11-01-2013 , and ending 10-31-2014
Name of foundation
Kanter Family Foundation Joel Kanter
 

Number and street (or P.O. box number if mail is not delivered to street address)8000 Towers Crescent Drive No 1300   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Vienna, VA22182
A Employer identification number

36-3682199
B Telephone number (see instructions)

(703) 448-7688
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,021,358
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 50,541 50,541  
4 Dividends and interest from securities...... 113,671 113,671  
5a Gross rents.............. 125 125  
b Net rental income or (loss) 125
6a Net gain or (loss) from sale of assets not on line 10 404,278
b Gross sales price for all assets on line 6a 2,022,494
7 Capital gain net income (from Part IV, line 2)... 404,278
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)....... 7,496 7,496  
12 Total. Add lines 1 through 11........ 576,111 576,111  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 33,081 32,748   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 5,749 800   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 146,313 158,546   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 185,143 192,094   0
25 Contributions, gifts, grants paid........ 694,233 694,233
26 Total expenses and disbursements. Add lines 24 and 25 879,376 192,094   694,233
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -303,265
b Net investment income (if negative, enter -0-) 384,017
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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............... 121,659 221,329 221,329
2 Savings and temporary cash investments.......... 995,481 743,430 743,430
3 Accounts receivable bullet2,614
Less: allowance for doubtful accounts bullet     2,614 2,614
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)      
b Investments—corporate stock (attach schedule)........ 8,690,108 Click to see attachment8,695,528 10,376,581
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 677,404 Click to see attachment677,404 677,404
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) 10,484,652 10,340,305 12,021,358
Liabilities 17 Accounts payable and accrued expenses.......... 500  
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) Click to see attachment0 Click to see attachment3,109
23 Total liabilities (add lines 17 through 22).......... 500 3,109
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 10,484,152 10,337,196
30 Total net assets or fund balances (see page 17 of the
instructions).................... 10,484,152 10,337,196
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 10,484,652 10,340,305
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 10,484,152
2 Enter amount from Part I, line 27a..................... 2 -303,265
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 156,309
4 Add lines 1, 2, and 3.......................... 4 10,337,196
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 10,337,196
Form 990-PF (2013)
Form 990-PF (2013)
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 CALL CVX 12/21/13 125 CHEVRON CORPORATION EXP 12/21/13 P 2013-12-23 2013-10-17
b CALL APA 01/18/14 100 APACHE CORP EXP 01/18/14 P 2014-01-21 2013-10-17
c CALL BHI 01/18/14 57.50 BAKER HUGHES INC EXP 01/18/14 P 2014-01-21 2013-10-17
d CALL EOG 01/18/14 200 EOG RES INC EXP 01/18/14 P 2014-01-21 2013-10-17
e CALL HAL 01/18/14 57.50 HALLIBURTON CO EXP 01/18/14 P 2014-01-21 2013-10-17
CALL HES 01/18/14 90 HESS CORPORATION EXP 01/18/14 P 2014-01-21 2013-10-17
CALL OXY 01/18/14 110 OCCIDENTAL PETE CORP EXP 01/18/14 P 2014-01-21 2013-10-17
CALL SLB 01/18/14 100 SCHLUMBERGER LTD EXP 01/18/14 P 2014-01-21 2013-10-17
CALL COP 02/22/14 80 CONOCOPHILLIPS EXP 02/22/14 P 2014-02-22 2013-10-17
CALL TOT 02/22/14 65 TOTAL S.A. EXP 02/22/14 P 2014-02-22 2013-10-17
CALL MPC 04/19/14 100 MARATHON PETROLEUM CORPORATION EXP 04/19/14 P 2014-04-20 2014-01-17
CALL HES 06/21/14 92.50 HESS CORPORATION EXP 06/21/14 P 2014-06-12 2014-04-17
CALL XOM 06/21/14 105 EXXON MOBIL CORP EXP 06/21/14 P 2014-06-23 2014-04-17
CALL COP 08/16/14 80 CONOCOPHILLIPS EXP 08/16/14 P 2014-07-17 2014-04-17
CALL BHI 07/19/14 75 BAKER HUGHES INC EXP 07/19/14 P 2014-07-19 2014-04-17
CALL MRO 07/19/14 39 MARATHON OIL CORP EXP 07/19/14 P 2014-07-19 2014-04-17
CALL HES 08/16/14 105 HESS CORPORATION EXP 08/16/14 P 2014-08-16 2014-06-19
CALL OXY 08/16/14 110 OCCIDENTAL PETE CORP EXP 08/16/14 P 2014-08-18 2014-04-17
CALL PSX 08/16/14 95 PHILLIPS 66 EXP 08/16/14 P 2014-08-18 2014-04-17
CALL SLB 08/16/14 110 SCHLUMBERGER LTD EXP 08/16/14 P 2014-08-18 2014-04-17
CALL APA 10/18/14 115 APACHE CORP EXP 10/18/14 P 2014-10-18 2014-07-16
CALL EOG 10/18/14 135 EOG RESOURCES INC ADJ 2:1 STOCK SPLIT EXP 10/18/1 P 2014-10-18 2014-07-17
CALL HAL 10/18/14 77.50 HALLIBURTON CO EXP 10/18/14 P 2014-10-18 2014-06-19
CALL XOM 10/18/14 110 EXXON MOBIL CORP EXP 10/18/14 P 2014-10-18 2014-07-17
CALL UNH 00080 UNITEDHEALTH GROUP INC EXP 12-21-13 P 2013-12-23 2013-09-20
CALL AMGN 00130 AMGEN INC COM PV $0.0001 EXP 01-18-14 P 2014-01-21 2013-10-16
CALL SYK 00082.5 STRYKER CORP EXP 03-22-14 P 2014-03-24 2014-01-17
CALL ZMH 00105 ZIMMER HOLDINGS INC COM EXP 03-22-14 P 2014-03-24 2014-01-17
CALL AET 00075 AETNA INC NEW EXP 04-19-14 P 2014-04-21 2013-12-18
CALL JNJ 00100 JOHNSON AND JOHNSON COM EXP 04-19-14 P 2014-04-21 2013-10-16
CALL STJ 00075 ST JUDE MEDICAL INC EXP 04-19-14 P 2014-04-21 2014-01-17
CALL MDT 00065 MEDTRONIC INC COM EXP 05-17-14 P 2014-05-19 2014-01-17
CALL UNH 00085 UNITEDHEALTH GROUP INC EXP 06-21-14 P 2014-06-23 2014-01-17
CALL MRK 00057.5 MERCK AND CO INC SHS EXP 07-19-14 P 2014-07-16 2014-01-17
CALL UNH 00087.5 UNITEDHEALTH GROUP INC EXP 09-20-14 P 2014-09-18 2014-07-16
CALL SYK 00090 STRYKER CORP EXP 09-20-14 P 2014-09-22 2014-07-16
CALL ZMH 00115 ZIMMER HOLDINGS INC COM EXP 09-20-14 P 2014-09-22 2014-07-16
CALL AET 00090 AETNA INC NEW EXP 10-18-14 P 2014-10-20 2014-07-16
CALL MRK 00062.5 MERCK AND CO INC SHS EXP 10-18-14 P 2014-10-20 2014-07-16
CALL STJ 00075 ST JUDE MEDICAL INC EXP 10-18-14 P 2014-10-20 2014-07-16
CALL STJ 00075 ST JUDE MEDICAL INC EXP 10-18-14 P 2014-10-20 2014-07-16
CALL AMGN 00130 AMGEN INC COM PV $0.0001 EXP 10-18-14 P 2014-10-20 2014-07-16
CALL OMER 00014 OMEROS CORP EXP 08-16-14 P 2014-08-18 2014-02-21
CALL OMER 00014 OMEROS CORP EXP 08-16-14 P 2014-08-18 2014-02-21
CALL OMER 00014 OMEROS CORP EXP 08-16-14 P 2014-08-18 2014-02-21
CALL OMER 00014 OMEROS CORP EXP 08-16-14 P 2014-08-18 2014-02-21
CALL OMER 00014 OMEROS CORP EXP 08-16-14 P 2014-08-18 2014-02-21
CALL OMER 00014 OMEROS CORP EXP 08-16-14 P 2014-08-18 2014-02-21
CALL SLV 00021 ISHARES SILVER TR EXP 06-21-14 P 2014-06-23 2014-02-19
Chicago Investors IX, LLC (KCB Real Estate) P 2013-06-21 2013-12-30
Chicago Investors IX, LLC (KCB Real Estate) P 2013-06-21 2014-02-24
Chicago Investors IV, LLC (AIM) P 2013-12-20 2014-04-07
Chicago Investors X, LLC (RCP Fund II) P 2013-08-14 2014-04-22
Chicago Investors IX, LLC (KCB Real Estate) P 2013-06-21 2014-05-14
Chicago Investors IV, LLC (AIM) P 2013-12-20 2014-05-30
Chicago Investors IX, LLC (UBS Paulson Participation Holdback) P 2013-10-22 2014-06-05
Chicago Investors IV, LLC (Titan) Holdback P 2014-01-22 2014-06-18
Chicago Investors XI, LLC (BREP) P 2013-11-25 2014-07-18
Chicago Investors IV, LLC (AIM) P 2013-12-20 2014-08-29
Chicago Investors XI, LLC (BREP) P 2013-11-25 2014-09-24
Chicago Investors XV, LLC. (Blackstone) P 2014-07-31 2014-10-30
CALL MPC 01/18/14 82.50 MARATHON PETROLEUM CORPORATION EXP 04/19/14 P 2014-01-17 2013-10-17
CALL BP 04/19/14 47 BP P L C SPONSORED ADR EXP 04/19/14 P 2014-04-16 2013-10-17
CALL RDSA 04/19/14 70 ROYAL DUTCH SHELL PLC EXP 04/19/14 P 2014-04-17 2013-10-17
CALL XOM 04/19/14 95 EXXON MOBIL CORP EXP 04/19/14 P 2014-04-17 2013-10-17
HESS CORP 35DX1 P 2013-03-05 2014-06-11
CALL HAL 06/21/14 65 HALLIBURTON CO EXP 06/21/14 P 2014-06-19 2014-04-17
CALL APA 07/19/14 92.50 APACHE CORP EXP 07/19/14 P 2014-07-16 2014-04-17
Conocophillips P 2011-02-18 2014-07-16
CALL EOG 07/19/14 115 EOG RESOURCES INC ADJ 2:1 STOCK SPLIT EXP 07/19/1 P 2014-07-17 2014-04-17
Marathon Oil Co P 2009-12-14 2014-07-18
Marathon Oil Co P 2011-02-24 2014-07-18
Marathon Oil Co P 2011-02-24 2014-07-18
Chicago Investors VI, LLC (ML Value Account Participation) P 2006-10-01 2014-03-04
Chicago Investors VI, LLC (ML Value Account Participation) P 2006-10-01 2014-09-22
CALL AET 00065 AETNA INC NEW EXP 12-21-13 P 2013-12-18 2013-10-25
CALL BMY 00052.5 BRISTOL-MYERS SQUIBB CO EXP 01-18-14 P 2014-01-17 2013-10-25
CALL STJ 00060 ST JUDE MEDICAL INC EXP 01-18-14 P 2014-01-17 2013-10-17
CALL ZMH 00095 ZIMMER HOLDINGS INC COM EXP 01-18-14 P 2014-01-17 2013-10-25
Amgen Inc. P 2005-07-27 2014-10-20
Amgen Inc. P 2006-04-18 2014-10-20
Amgen Inc. P 2009-08-24 2014-10-20
CALL OMER 00010 OMEROS CORP EXP 02-22-14 P 2014-02-20 2013-09-19
CALL OMER 00012 OMEROS CORP EXP 02-22-14 P 2014-02-20 2013-09-19
CALL OMER 00012 OMEROS CORP EXP 02-22-14 P 2014-02-20 2013-09-19
CALL OMER 00012 OMEROS CORP EXP 02-22-14 P 2014-02-20 2013-09-19
CALL OMER 00013 OMEROS CORP EXP 02-22-14 P 2014-02-20 2013-09-23
CALL OMER 00013 OMEROS CORP EXP 02-22-14 P 2014-02-20 2013-09-23
OMEROS CORP 57E09 P 2008-03-14 2014-10-16
Chicago Investors X, LLC (RCP) P 2011-12-30 2013-11-14
Chicago Investors X, LLC (RCP) P 2012-01-20 2013-11-14
Chicago Investors VIII, LLC (Reynoso) P 2007-02-01 2013-11-26
Chicago Investors X, LLC (UBS Distressed-Oaktree) P 2010-04-14 2013-11-26
Chicago Investors X, LLC (UBS Distressed-Oaktree) P 2010-06-16 2013-11-26
Chicago Investors X, LLC (UBS Distressed-Oaktree) P 2010-07-13 2013-11-26
Chicago Investors X, LLC (RCP) P 2012-01-20 2013-12-17
Chicago Investors X, LLC (RCP) P 2012-03-28 2013-12-17
Initiate Systems - Sec Committee Escrow P 2000-04-19 2013-12-30
Chicago Investors XI, LLC (HF Winton) P 2012-04-20 2014-01-08
Chicago Investors IV, LLC (Titan) P 2006-10-25 2014-01-22
Chicago Investors IX, LLC (Carlyle) P 2008-01-24 2014-01-22
Chicago Investors IX, LLC (Carlyle) P 2008-04-02 2014-01-22
Chicago Investors IX, LLC (Carlyle) P 2008-08-06 2014-01-22
Chicago Investors XI, LLC (NB Strategic Co-Investment Partners) P 2012-07-12 2014-01-29
Chicago Investors XI, LLC (HF CFM) P 2012-04-20 2014-02-01
Chicago Investors V, LLC (HF Brevan) P 2010-01-01 2014-03-01
Chicago Investors XII, LLC (Yuan) P 2013-03-25 2014-04-01
Chicago Investors XI, LLC (HF Saba) P 2012-09-19 2014-04-01
Chicago Investors X, LLC (UBS Distressed-Oaktree) P 2010-07-13 2014-04-11
Chicago Investors X, LLC (UBS Distressed-Oaktree) P 2010-08-04 2014-04-11
Chicago Investors X, LLC (UBS Distressed-Oaktree) P 2010-09-24 2014-04-11
Chicago Investors X, LLC (RCP Fund II) P 2013-01-31 2014-04-22
Chicago Investors V, LLC (HF Chilton) P 2006-12-22 2014-05-06
Chicago Investors V, LLC (HF Chilton) P 2010-06-17 2014-05-06
Chicago Investors V, LLC (HF Saba) P 2011-12-15 2014-05-06
Chicago Investors X, LLC (RCP) P 2012-03-28 2014-05-16
Chicago Investors IX, LLC (ML CNY Participation) P 2012-06-28 2014-06-30
Chicago Investors IX, LLC (Carlyle) P 2008-08-06 2014-07-11
Chicago Investors IX, LLC (Carlyle) P 2009-07-01 2014-07-11
Chicago Investors VII, LLC (ML Carlyle Distressed Participation) P 2010-02-22 2014-07-22
Chicago Investors X, LLC (UBS Distressed-Oaktree) P 2010-09-24 2014-08-27
Chicago Investors X, LLC (UBS Distressed-Oaktree) P 2010-10-15 2014-08-27
Ribotsky Loan P 2013-07-17 2014-08-28
Chicago Investors IX, LLC (KCB Real Estate) P 2013-06-21 2014-09-02
Chicago Investors IX, LLC (Carlyle) P 2009-07-01 2014-09-26
Chicago Investors IX, LLC (Carlyle) P 2010-03-10 2014-09-26
Chicago Investors X, LLC (RCP) P 2012-03-28 2014-10-16
Chicago Investors X, LLC (RCP) P 2012-06-25 2014-10-16
Chicago Investors X, LLC (UBS Distressed-Oaktree) P 2010-10-15 2014-10-20
Chicago Investors X, LLC (RCP Fund II) P 2013-08-14 2014-10-21
Chicago Investors X, LLC (RCP Fund II) P 2013-10-10 2014-10-21
Chicago Investors LLC P 2013-01-01 2013-12-31
Chicago Investors III LLC P 2013-01-01 2013-12-31
Chicago Investors IV LLC P 2013-01-01 2013-12-31
Chicago Investors V LLC P 2013-01-01 2013-12-31
Chicago Investors VI LLC P 2013-01-01 2013-12-31
Chicago Investors VII LLC P 2013-01-01 2013-12-31
Chicago Investors VIII LLC P 2013-01-01 2013-12-31
Chicago Investors IX LLC P 2013-01-01 2013-12-31
Chicago Investors X LLC P 2013-01-01 2013-12-31
Chicago Investors XI LLC P 2013-01-01 2013-12-31
Chicago Investors XII LLC P 2013-01-01 2013-12-31
Chicago Investors XIV LLC P 2013-01-01 2013-12-31
Beeken Petty O'Keffe Fund II LP P 2012-12-31 2013-12-31
Chicago Investors LLC P 2012-12-31 2013-12-31
Chicago Investors III P 2012-12-31 2013-12-31
Chicago Investors IV LLC P 2012-12-31 2013-12-31
Chicago Investors V LLC P 2012-12-31 2013-12-31
Chicago Investors VI LLC P 2012-12-31 2013-12-31
Chicago Investors VII LLC P 2012-12-31 2013-12-31
Chicago Investors IX LLC P 2012-12-31 2013-12-31
Chicago Investors X LLC P 2012-12-31 2013-12-31
Chicago Investors XI LLC P 2012-12-31 2013-12-31
Chicago Investors XII LLC P 2012-12-31 2013-12-31
Chicago Investors XIV LLC P 2012-12-31 2013-12-31
(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 1,264     1,264
b 497     497
c 715     715
d 2,135     2,135
e 1,287     1,287
760     760
408     408
728     728
660     660
600     600
1,350     1,350
560     560
464     464
564     564
1,286     1,286
809     809
350     350
456     456
300     300
720     720
350     350
1,399     1,399
1,724     1,724
400     400
495     495
595     595
450     450
400     400
1,260     1,260
476     476
550     550
500     500
522     522
700   640 60
783   495 288
390     390
400     400
980     980
450     450
680     680
255     255
630     630
6,600     6,600
4,950     4,950
6,600     6,600
6,600     6,600
5,610     5,610
3,300     3,300
2,640     2,640
965   965 0
4,970   4,970 0
25   25 0
1,310   1,310 0
2,395   2,395 0
197   197 0
4,884     4,884
5,347     5,347
625   625 0
411   411 0
1,875   1,875 0
50,940   50,940 0
585   3,330 -2,745
528   1,485 -957
600   5,700 -5,100
528   4,400 -3,872
73,998   55,840 18,158
1,724   8,856 -7,132
455   5,215 -4,760
95,998   91,254 4,744
1,399   3,039 -1,640
7,800   6,313 1,487
3,900   4,809 -909
58,499   72,000 -13,501
94,047   94,047 0
141,000   141,000 0
1,470   1,960 -490
1,040   4,300 -3,260
1,100   7,150 -6,050
360   1,360 -1,000
51,999   32,664 19,335
13,000   6,994 6,006
25,999   12,068 13,931
850   4,400 -3,550
1,000   4,800 -3,800
1,000   4,800 -3,800
1,500   7,200 -5,700
1,200   1,620 -420
1,000   1,350 -350
137,146   99,464 37,682
1,684   1,684 0
3,214   3,214 0
221,603   200,000 21,603
260   260 0
1,988   1,988 0
1,195   1,195 0
405   405 0
2,719   2,719 0
1,300     1,300
63,265   62,500 765
101,694   75,000 26,694
5,550   5,550 0
9,000   9,000 0
1,513   1,513 0
7,104   7,104 0
61,880   62,500 -620
56,645   56,667 -22
28,500   30,000 -1,500
65,844   75,000 -9,156
794   794 0
1,575   1,575 0
3,707   3,707 0
1,500   1,500 0
29,814   33,333 -3,519
14,907   16,667 -1,760
28,707   33,333 -4,626
1,970   1,970 0
80,670   75,000 5,670
8,987   8,987 0
5,130   5,130 0
5,803   5,803 0
2,107   2,107 0
819   819 0
40,000   40,000 0
1,439   1,439 0
6,870   6,870 0
178   178 0
1,692   1,692 0
4,006   4,006 0
1,493   1,493 0
190   190 0
3,147   3,147 0
7,021     7,021
258     258
12,321     12,321
10,268     10,268
8,158     8,158
4,432     4,432
3,275     3,275
3,549     3,549
2,523     2,523
22,489     22,489
    4,216 -4,216
80     80
13,648     13,648
3,626     3,626
4,437     4,437
    15,687 -15,687
9,568     9,568
97,290     97,290
9,095     9,095
45,619     45,619
17,415     17,415
6,271     6,271
12     12
    8 -8
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       1,264
b       497
c       715
d       2,135
e       1,287
      760
      408
      728
      660
      600
      1,350
      560
      464
      564
      1,286
      809
      350
      456
      300
      720
      350
      1,399
      1,724
      400
      495
      595
      450
      400
      1,260
      476
      550
      500
      522
      60
      288
      390
      400
      980
      450
      680
      255
      630
      6,600
      4,950
      6,600
      6,600
      5,610
      3,300
      2,640
      0
      0
      0
      0
      0
      0
      4,884
      5,347
      0
      0
      0
      0
      -2,745
      -957
      -5,100
      -3,872
      18,158
      -7,132
      -4,760
      4,744
      -1,640
      1,487
      -909
      -13,501
      0
      0
      -490
      -3,260
      -6,050
      -1,000
      19,335
      6,006
      13,931
      -3,550
      -3,800
      -3,800
      -5,700
      -420
      -350
      37,682
      0
      0
      21,603
      0
      0
      0
      0
      0
      1,300
      765
      26,694
      0
      0
      0
      0
      -620
      -22
      -1,500
      -9,156
      0
      0
      0
      0
      -3,519
      -1,760
      -4,626
      0
      5,670
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      7,021
      258
      12,321
      10,268
      8,158
      4,432
      3,275
      3,549
      2,523
      22,489
      -4,216
      80
      13,648
      3,626
      4,437
      -15,687
      9,568
      97,290
      9,095
      45,619
      17,415
      6,271
      12
      -8
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 2 404,278
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 page 18 of the 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))
2012 602,963 10,461,077 0.057639
2011 563,419 10,972,210 0.051350
2010 552,974 9,329,321 0.059273
2009 497,471 8,116,513 0.061291
2008 713,150 7,294,880 0.097760
2 Total of line 1, column (d) ...................... 2 0.327313
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.065463
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 10,935,528
5 Multiply line 4 by line 3....................... 5 715,872
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,840
7 Add lines 5 and 6......................... 7 719,712
8 Enter qualifying distributions from Part XII, line 4.............. 8 694,233
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 (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,680
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 7,680
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 7,680
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 29,400
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 29,400
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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 21,720
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet21,720 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 page 19 of
the 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)
    bulletIL
    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 2013 or the taxable year beginning in 2013 (see 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
    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 ofbulletJoel S Kanter Telephone no.bullet (703) 448-7688
    Located atbullet8000 Towers Crescent Drive Suite1300ViennaVA ZIP+4bullet22182
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    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 page 20 of the 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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    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
    Joel S Kanter Pres / Trea / Director
    5.00
    0 0 0
    8000 Towers Crescent Drive 1300
    Vienna,VA22182
    Joshua S Kanter VP / Sec / Director
    5.00
    0 0 0
    200 West Madison Street 3900
    Chicago,IL60606
    Janis S Kanter VP / Director
    5.00
    0 0 0
    200 West Madison Street 3900
    Chicago,IL60606
    Ricki Kanter VP / Director
    2.00
    0 0 0
    8000 Towers Crescent Drive 1300
    Vienna,VA22182
    Catherine M Kanter VP / Director
    2.00
    0 0 0
    200 West Madison Street 3900
    Chicago,IL60606
    Thomas McCormick VP / Director
    2.00
    0 0 0
    200 West Madison Street 3900
    Chicago,IL60606
    Phillip J Karmin Director
    1.00
    0 0 0
    727 Baldwin Avenue
    Highland Park,IL60035
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    546,776
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    7,680
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,680
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    539,096
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    539,096
    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
    539,096
    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
     
    b
    Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
    4
     
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 539,096
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 349,058
    b From 2009....... 104,992
    c From 2010....... 91,522
    d From 2011....... 71,513
    e From 2012....... 100,057
    fTotal of lines 3a through e......... 717,142
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 694,233
    a Applied to 2012, but not more than line 2a 0
    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 2013 distributable amount..... 539,096
    e Remaining amount distributed out of corpus 155,137
    5 Excess distributions carryover applied to 2013. 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 5 872,279
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    349,058
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    523,221
    10 Analysis of line 9:
    a Excess from 2009.... 104,992
    b Excess from 2010.... 91,522
    c Excess from 2011.... 71,513
    d Excess from 2012.... 100,057
    e Excess from 2013.... 155,137
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Joel S Kanter
    8000 Towers Crescent Drive Suite
    1300
    Vienna,VA22182
    (703) 448-7688
    bThe form in which applications should be submitted and information and materials they should include:
    Requests should be sent to the Foundation stating the intended purpose and use of the donation. The Foundation's scope of interest are educational and cultural activities and programs located in the greater Chicago, IL, Washinton DC and Salt Lake City areas.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    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
    ABU Education Fund
    PO Box 521847
    Salt Lake City,UT84152
    None   General 10,000
    ACLU of Utah
    355 N 300 West
    Salt Lake City,UT84103
    None   General 1,000
    Art Institute of Chicago
    111 S Michigan Ave
    Chicago,IL606036404
    None   General 600
    Association of Small Foundations
    1720 N Street NW
    Washington,DC20036
    None   General 725
    Ballet West
    50 W 200 South
    Salt Lake City,UT84101
    None   General 1,500
    Black Student Fund
    3636 16th St NW 4th Fl
    Washington,DC20010
    None   General 5,000
    Brookings
    1775 Massachusetts Ave NW
    Washington,DC20036
    None   General 10,000
    Center for American Progress
    1333 H St NW 10th Fl
    Washington,DC20005
    None   General 20,000
    CUAC
    175 E 200 South
    Salt Lake City,UT84111
    None   General 1,000
    Educational Fund to Stop Gun Violence
    1424 L St NW Ste 2-1
    Washington,DC20005
    None   General 15,000
    Experimental Station
    6100 S Blackstone
    Chicago,IL60637
    None   General 5,525
    Facets Multi media
    1517 W Fullerton
    Chicago,IL60614
    None   General 1,000
    Friends of the Park
    17 N State St Ste 1450
    Chicago,IL60614
    None   General 1,000
    Georgetown Day School
    4530 MacArthur Blvd NW
    Washington,DC20007
    None   General 27,500
    Girls on the Run
    PO Box 58337
    Salt Lake City,UT84158
    None   General 500
    Governors State University
    1 University pkwy
    University Park,IL604840975
    None   General 1,000
    HEAL Utah
    824 S 400 W Ste B-111
    Salt Lake City,UT84101
    None   General 1,000
    Human Rights Campaign
    1640 Rhode Island Ave NW
    Washington,DC20036
    None   General 500
    Hyde Park Art Center
    5020 S Cornell Ave
    Chicago,IL60615
    None   General 100,000
    IndieGoGo
    965 Mission St
    San Francisco,CA94103
    None   General 1,500
    International Sculpture Center
    19 Fairgrounds Rd Ste B
    Hamilton,NJ08619
    None   General 6,000
    KCPW
    PO Box 510730
    Salt Lake City,UT84151
    None   General 5,000
    Kenya Education Fund
    360 E 72nd 3405
    NY,NY10021
    None   General 10,000
    KRCL Radio Station
    1971 W North Temple
    Salt Lake City,UT84116
    None   General 500
    Maliheh Free Clinic
    415 E 3900 South
    Salt Lake City,UT84107
    None   General 1,000
    Media Matters for America
    1625 Massachusetts Ave NW Ste 300
    Washington,DC20036
    None   General 25,000
    Mikva Challenge Grant Foundation
    25 E Washington St Ste 820
    Chicago,IL60602
    None   General 1,000
    Moran Eye Center
    540 Arapeen Drive Ste 250
    Salt Lake City,UT841081238
    None   General 500
    Museum of Contemporary Art
    220 E Chicago Ave
    Chicago,IL60611
    None   General 2,500
    National Council of Jewish Women
    PO Box 71869
    Salt Lake City,UT84171
    None   General 250
    National History Museum of Utah
    540 Arapeen Drive Ste 250
    Salt Lake City,UT84108
    None   General 1,000
    Neighborhood House
    1050 West 500 South
    Salt Lake City,UT84104
    None   General 25,000
    Network for Good
    161 Ave of the Americas 12th Fl
    New York,NY10013
    None   General 10,000
    Obliteride
    PO Box 19024
    Seattle,WA98109
    None   General 500
    Openlands
    25 E Washington St
    Chicago,IL60602
    None   General 1,000
    Pan-Massachusetts Challenge
    77 4th Ave
    Needham,MA02494
    None   General 1,000
    ProgressNow Education
    1600 University Ave West Ste 309B
    St Paul,MN55104
    None   General 45,000
    Rock The Vote
    1001 Connecticut Ave NW Ste 640
    Washington,DC20036
    None   General 10,000
    Rowland Hall St Mark's School
    720 Guardsman Way
    Salt Lake City,UT84108
    None   General 20,000
    SB Dance
    138 W 300
    South Lake City,UT84101
    None   General 1,000
    SLC Film Center
    122 S Main St
    Salt Lake City,UT84101
    None   General 500
    Temple Har Shalom
    PO Box 681236
    Park City,UT84068
    None   General 11,950
    Temple Rodef Shalom
    PO Box 223433
    Chantilly,VA20153
    None   General 9,058
    The Children's Center
    350 S 400 East
    Salt Lake City,UT84111
    None   General 500
    The Langley School
    1411 Balls Hill Rd
    McLean,VA22101
    None   General 80,000
    The New Policy Institute
    901 15th St NQ Ste 705
    Washington,DC20005
    None   General 25,000
    The Road Home
    210 S Rio Grande St
    Salt Lake City,UT84101
    None   General 1,000
    The Sienna School Scholarship Fund
    1201 15th St NW Ste 405
    Washington,DC20005
    None   General 1,000
    U of C Laboratory Schools
    1427 E 60th St Ste 120
    Chicago,IL60637
    None   General 15,000
    UJC Federations
    401 City Center Blvd
    Newport News,VA23606
    None   General 10,000
    University of Chicago Law School
    1111 E 60th St
    Chicago,IL60637
    None   General 5,000
    University of Chicago Mikva Fellowship
    5235 S harper Court Ste 450
    Chicago,IL60615
    None   General 50,000
    University of Chicago Smart Museum
    1427 E 60th St Ste 120
    Chicago,IL60637
    None   General 50,000
    University of Utah Center on Aging
    540 Arapeen Dr Ste 250
    Salt Lake City,UT841081238
    None   General 1,000
    University of Utah
    540 Arapeen Dr Ste 250
    Salt Lake City,UT841081238
    None   General 2,000
    Utah Cultural Alliance
    PO Box 521613
    Salt Lake City,UT84152
    None   General 125
    Utah Film Center
    122 S Main St
    Salt Lake City,UT84101
    None   General 500
    Utah Museum of Contemporary Art
    20 South West Temple
    Salt Lake City,UT84101
    None   General 50,000
    Voter Participation Center
    1640 Rhode Island Ave NW Ste 825
    Washington,DC20036
    None   General 5,000
    Wolf Trap Foundation
    1645 Trap Road
    Vienna,VA22182
    None   General 5,000
    YWCA Salt lake City
    322 E 300 South
    Salt Lake City,UT84111
    None   General 1,000
    Total .................................bullet 3a 694,233
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    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 ............
        14 50,541  
    4 Dividends and interest from securities....     14 113,671  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     14 125  
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     18 7,496  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 404,278  
    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).. 0 576,111 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13576,111
    (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.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    Kanter Family Foundation Joel Kanter
    EIN: 36-3682199
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Marketable Securities 4,552,478 6,038,127
    Non-Marketable Securities 4,143,050 4,338,454

    TY 2013 InvestmentsOtherSchedule2
    Name:
    Kanter Family Foundation Joel Kanter
    EIN: 36-3682199
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Investments in Partnerships AT COST 677,404 677,404

    TY 2013 OtherExpensesSchedule
    Name:
    Kanter Family Foundation Joel Kanter
    EIN: 36-3682199
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Insurance -16,323 0   0
    Rental Income From Partnerships 5,281 5,281   0
    Portfolio Expenses From Partnerships 132,513 132,513   0
    Miscellaneous -35 0   0
    Ordinary Income From Partnerships 20,752 20,752   0
    Outside Services 4,125 0   0


    TY 2013 OtherIncomeSchedule2
    Name:
    Kanter Family Foundation Joel Kanter
    EIN: 36-3682199
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Investment Return on 20/20 Gene Systems 7,496 7,496 7,496


    TY 2013 OtherIncreasesSchedule
    Name:
    Kanter Family Foundation Joel Kanter
    EIN: 36-3682199
    Description Amount
    Partnership Book-Tax Differences 156,309


    TY 2013 OtherLiabilitiesSchedule
    Name:
    Kanter Family Foundation Joel Kanter
    EIN: 36-3682199
    Description Beginning of Year - Book Value End of Year - Book Value
    Deposits 0 3,109


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    Kanter Family Foundation Joel Kanter
    EIN: 36-3682199
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Services 1,415 1,415   0
    Investment Management Fees 31,333 31,333   0
    Bank Charges 218 0   0
    Filing Fees 115 0   0


    TY 2013 TaxesSchedule
    Name:
    Kanter Family Foundation Joel Kanter
    EIN: 36-3682199
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Withholding 800 800   0
    Federal Taxes 4,949 0   0