2021-09-28T06:37:27-07:00 2020-12-31 751503978 HENRY & PETERS PC 3310 S BROADWAY AVE STE 100 TYLER TX 75701 990PF 2020-01-01 752707712 RITER FAMILY FOUNDATION RITE 9035265000 1012 PRUITT PLACE TYLER TX 75703 AW RITER JR President 2021-09-27 true AW RITER JR 999009999 Ginny Ragland P00160325 9035976311 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 16493834 X X 287338 287338 -165363 6584009 83192 99659 205167 386997 411 349 62 7595 6455 1140 100540 100540 51171 5362 178594 95542 79313 338311 208248 80515 693012 693012 1031323 208248 773527 -826156 178749 297993 248040 248040 1739156 1143689 892386 11505256 11308183 15350434 3679 3679 11358 2974 2974 13553763 12702886 16493834 24721 24721 0 X 13529042 12702886 13529042 12702886 13553763 12702886 13529042 -826156 12702886 12702886 UBS ACCT #00556-PUB TR SEC P 2010-01-01 2020-12-31 1391956 1766534 -374578 -374578 UBS ACCT #00818-PUB TR SEC P 2010-01-01 2020-12-31 1840634 1885513 -44879 -44879 UBS ACCT #01611-PUB TR SEC P 2010-01-01 2020-12-31 596820 535445 61375 61375 UBS ACCT #06029-PUB TR SEC P 2010-01-01 2020-12-31 333745 250909 82836 82836 UBS ACCT #08576-PUB TR SEC P 2010-01-01 2020-12-31 122872 184728 -61856 -61856 UBS ACCT #09989-PUB TR SEC P 2010-01-01 2020-12-31 1848344 1790881 57463 57463 UBS ACCT #09990-PUB TR SEC P 2010-01-01 2020-12-31 249965 252867 -2902 -2902 UBS ACCT #14392-PUB TR SEC P 2010-01-01 2020-12-31 58602 80532 -21930 -21930 UBS ACCT #14428-PUB TR SEC P 2020-01-01 2020-12-31 1963 1963 ET DISTRIBUTION IN EXCESS OF BASIS P 2010-01-01 2020-12-31 5679 5679 5679 EPP DISTRIBUTION IN EXCESS OF BASIS P 2010-01-01 2020-12-31 5040 5040 5040 MAGELLAN DISTRIBUTION IN EXCESS OF BASIS P 2010-01-01 2020-12-31 828 828 828 GAIN/LOSS FROM PTP K-1S P 2020-01-01 2020-12-31 60 60 60 UBS ACCT #00556 PTP ADJUSTMENT P 2010-01-01 2020-12-31 51659 -51659 -51659 UBS ACCT #0556 PTP ORDINARY P 2020-01-01 2020-12-31 165911 165911 165911 P Capital Gain Dividends 13249 -165363 165971 2485 2485 2485 11200 11200 8715 8715 false false false false false true true false true true TX true false false false false true N/A AW RITER III 9035263000 1012 PRUITT PLACE TYLER TX 75703 false false false false false false false false false false false false false false false false false false false false false false AW RITER III 1012 PRUITT PLACE TYLER TX 75703 Pres/Treas 0.00 0 CYNTHIA S RITER 1012 PRUITT PLACE TYLER TX 75703 Secretary 0.00 0 PAXTON W RITER 1012 PRUITT PLACE TYLER TX 75703 Director 0.00 0 NONE NONE 14412122 472634 0 14884756 0 14884756 223271 14661485 733074 733074 2485 27811 30296 702778 702778 702778 773527 773527 773527 702778 569514 773527 569514 0 204013 498765 X ALL SAINTS EPISCOPAL SCHOOL 2695 SSW LOOP 323 TYLER TX 75709 UNRELATED PC EDUCATION 10000 PATH 402 W FRONT TYLER TX 75701 UNRELATED PC SOCIAL ASSISTANCE 30000 LITERACY COUNCIL OF TYLER 1530 S LOOP 323 TYLER TX 75702 UNRELATED PC EDUCATION 50000 SALVATION ARMY 717 N SPRING TYLER TX 75702 UNRELATED PC SOCIAL ASSISTANCE 20000 TYLER ECONOMIC DEV COUNCIL 315 N BROADWAY TYLER TX 75702 UNRELATED PC COMMUNITY ENRICHMENT 2500 ALZHEIMERS ALLIANCE 211 WINCHESTER TYLER TX 75701 UNRELATED PC HEALTH CARE 12000 BETHESDA HEALTH CLINC 409 W FERGUSON TYLER TX 75702 UNRELATED PC SOCIAL ASSISTANCE 35000 MISCELLANEOUS FLOW-THRU FROM K-1S TYLER TX 75702 N/A CHARITABLE 12 HOSPICE OF EAST TEXAS 4111 UNIVERSITY BLVD TYLER TX 75701 UNRELATED PC HEALTH CARE 20000 REGIONAL EAST TEXAS FOOD BANK 3201 ROBERTSON RD TYLER TX 75701 UNRELATED PC SOCIAL ASSISTANCE 30000 CHILDREN ARE A GIFT FOUNDATION 4828 S BROADWAY 122 TYLER TX 75703 UNRELATED PC COMMUNITY ENRICHMENT 5000 GRACE COMMUNITY SCHOOL 3025 TX-248 SPUR TYLER TX 75701 UNRELATED PC EDUCATION 30000 ENCOURAGEMENT FM - KGLY FM PO BOX 8525 TYLER TX 75711 UNRELATED PC COMMUNITY ENRICHMENT 47500 CASA FOR KIDS OF EAST TEXAS 3728 SOUTHPARK DR TYLER TX 75703 UNRELATED PC SOCIAL ASSISTANCE 25000 SAMARITAN COUNSELING CENTER OF TYLE 218 N COLLEGE TYLER TX 75702 UNRELATED PC SOCIAL ASSISTANCE 15000 SMITH COUNTY CHAMPIONS FOR CHILDREN 4886 HIGHTECH DR TYLER TX 75703 UNRELATED PC SOCIAL ASSISTANCE 13000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 UNRELATED PC SOCIAL ASSISTNACE 10000 THE MENTORING ALLIANCE 504 W 32ND STREET TYLER TX 75702 UNRELATED PC SOCIAL ASSISTANCE 75000 LIVING ALTERNATIVES PO BOX 131466 TYLER TX 75713 UNRELATED PC SOCIAL ASSISTANCE 5000 PROMISE ACADEMY PO BOX 2044 TYLER TX 75702 UNRELATED PC EDUCATION 50000 CHRISTUS TRINITY MOTHER FRANCES FOU 800 E DAWSON ST TYLER TX 75701 UNRELATED PC HEALTHCARE 8000 FAMILY INDEPENDENCE INITIATIVE 451 LEXINGTON PARKWAY NORTH SAINT PAUL MN 55104 UNRELATED PC COMMUNITY ENRICHMENT 150000 CHILDREN'S ADVOCACY CENTER OF SMITH 2210 FRANKSTON HWY TYLER TX 75701 UNRELATED PC SOCIAL ASSISTANCE 30000 DALLAS CHILDREN'S ADVOCACY CENTER 5351 SAMUELL BLVD DALLAS TX 75228 UNRELATED PC SOCIAL ASSISTANCE 10000 THE UNIVERSITY OF TX HEALTH SCIENCE 11937 US 271 TYLER TX 75708 UNRELATED PC HEALTH CARE 10000 693012 14 287338 18 99659 211110 165911 18 -331274 PARTNERSHIP UBTI 211110 -14660 PARTNERSHIP UBTI SEC 1231 211110 -1807 149444 55723 205167 1 N/A false false false false false false false false false false ACCOUNTING FEES 7595 6455 0 1140 CORPORATE BONDS 1143689 892386 EQUITY SECURITIES AT COST 5401721 8570159 PARTNERSHIPS2% INT (UBTI) AT COST 1401678 1639188 OTHER SECURITIES AT COST 2777274 3399248 MUTUAL FUNDS AT COST 1727510 1741839 Machinery and Equipment 3679 3679 LEGAL FEES 411 349 0 62 DIVIDEND RECEIVABLE 11358 2974 2974 COST DEPLETION(RI FROM K-1'S) 15726 15726 MANAGEMENT OVERHEAD EXP 135000 55687 79313 MISC INVESTMENT EXPENSES 11112 11112 NON-DEDUCTIBLE PTRSHP EXP 3739 OFFICE/COMPUTER EXPENSE 119 119 ROYALTY EXPENSES 12898 12898 Other Investment Income 99659 99659 PARTNERSHIP UBTI -14660 PARTNERSHIP UBTI SEC 1231 -1807 INVESTMENT MANAGEMENT FEES 100540 100540 0 0 EXCISE TAX 45809 FOREIGN TAXES PAID-INVESTMENTS 5362 5362