RITER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RITER FAMILY FOUNDATION (EIN 75-2707712)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-08
- IRS object ID
- 201931289349100538
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-08T11:18:52-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751503978 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & PETERS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 S BROADWAY AVE STE 100 | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752707712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AW RITER JR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AWRI | BusinessNameControlTxt |
| Phone | 9035265000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 PRUITT PLACE | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AW RITER JR | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ginny Ragland | PreparerPersonNm |
| PTIN | P00160325 | PTIN |
| Phone | 9035976311 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,765,643 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,196,699 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $307,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $307,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$175,533 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,775,873 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $22,621 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,389 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,351,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $328,706 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $315 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $268 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,486 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,144 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,969 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,969 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,681 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,377 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $148,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68,525 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,313 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $251,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $162,625 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,504 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $452,039 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $452,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $703,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $162,625 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $532,543 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,647,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,081 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,183,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $337,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $337,470 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $661 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,678 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,678 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $954,073 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,647,628 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,585,176 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,342,692 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,153,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,836,013 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,679 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,679 | LandBldgEquipAccumDeprecAmt |
| Other Assets EOY | $4,306 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,306 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,481,127 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,145,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,765,643 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $164 | AccountsPayableBOYAmt |
| Other Liabilities EOY | $16,927 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,927 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,480,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,128,281 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,480,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,128,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,481,127 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,145,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,480,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,647,318 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,128,281 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,128,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS ACCT #00556-PUB TR SEC | P | 2010-01-01 | 2018-10-15 | $680,000 | $680,012 | -$12 | -$12 |
| UBS ACCT #00556-PUB TR SEC | P | 2018-01-01 | 2018-02-01 | $41 | $41 | ||
| UBS ACCT #00818-PUB TR SEC | P | 2010-01-01 | 2018-12-31 | $252,121 | $254,353 | -$2,232 | -$2,232 |
| UBS ACCT #01611-PUB TR SEC | P | 2010-01-01 | 2018-12-31 | $926,555 | $970,793 | -$44,238 | -$44,238 |
| UBS ACCT #006029PUB TR SEC | P | 2010-01-01 | 2018-12-31 | $1,124,917 | $1,284,521 | -$159,604 | -$159,604 |
| UBS ACCT #08576-PUB TR SEC | P | 2010-01-01 | 2018-12-31 | $286,667 | $265,115 | $21,552 | $21,552 |
| UBS ACCT #09499-PUB TR SEC | P | 2010-01-01 | 2018-12-31 | $21,700 | $20,161 | $1,539 | $1,539 |
| UBS ACCT #09990-PUB TR SEC | P | 2010-01-01 | 2018-12-31 | $1,485,049 | $1,708,568 | -$223,519 | -$223,519 |
| UBS ACCT #14392-PUB TR SEC | P | 2010-01-01 | 2018-12-31 | $610,999 | $564,253 | $46,746 | $46,746 |
| UBS ACCT #14428-PUB TR SEC | P | 2010-01-01 | 2018-12-31 | $177,708 | $202,603 | -$24,895 | -$24,895 |
| UBS ACCT #14428-PUB TR SEC | P | 2018-01-01 | 2018-12-31 | $986 | $986 | ||
| UBS ACCT #14392 - PTP ADJUSTMENT | P | 2010-01-01 | 2018-12-31 | $43,770 | $43,770 | $43,770 | |
| GAIN/LOSS FROM PTP K-1S | P | 2010-01-01 | 2018-12-31 | $307 | $307 | $307 | |
| EPP DISTRIBUTION IN EXCESS OF BASIS | P | 2010-01-01 | 2018-12-31 | $2,931 | $2,931 | $2,931 | |
| TC PIPELINES DISTRIB IN EXCESS OF BASIS | P | 2010-01-01 | 2018-12-31 | $3,543 | $3,543 | $3,543 | |
| Capital Gain Dividends | $1,206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$332,906 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $323,124 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,740,575 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04794 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $314,975 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,456,851 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04878 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $341,307 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,869,595 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04968 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $370,165 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,342,471 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $486,878 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,245,857 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06719 | DistributionYr5Rt |
| Total Distribution | 0.264011 | TotalDistributionRt |
| Average Distribution | 0.052802 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,349,235 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $757,668 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,661 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $759,329 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $532,543 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,322 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,322 | SubtotalAmt |
| Tax Based On Investment Income | $3,322 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,678 | OverpaymentAmt |
| Applied To ES Tax | $2,678 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AW RITER III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9035263000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 PRUITT PLACE | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,890,447 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,677,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,567,751 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $14,567,751 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,349,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $717,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $717,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,322 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $10,864 | IncomeTaxAmt |
| Total Tax | $14,186 | TotalTaxAmt |
| Distributable Before Adj | $703,276 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $703,276 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $703,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $532,543 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $532,543 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $532,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $703,276 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $94,012 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,705 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $106,717 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $532,543 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $532,543 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $106,717 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $106,717 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $64,016 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KVNE-KGLY FM RADIO | |||||||
| 2721 EAST ERWIN ST | TYLER | TX | 75701 | NONE | PC | COMMUNITY ENRICHMENT | $8,000 |
| EAST TEXAS CRISIS CENTER | |||||||
| 2026 REPUBLIC DRIVE | TYLER | TX | 75701 | NONE | PC | SOCIAL ASSISTANCE | $10,000 |
| SALVATION ARMY | |||||||
| 717 N SPRING | TYLER | TX | 75702 | NONE | PC | SOCIAL ASSISTANCE | $5,000 |
| TYLER ECONOMIC DEV COUNCIL | |||||||
| 315 N BROADWAY | TYLER | TX | 75702 | NONE | PC | COMMUNITY ENRICHMENT | $2,500 |
| ALZHEIMERS ALLIANCE | |||||||
| 211 WINCHESTER | TYLER | TX | 75701 | NONE | PC | HEALTH CARE | $20,000 |
| MISCELLANEOUS | |||||||
| FLOW-THRU FROM K-1S | TYLER | TX | 75702 | NONE | N/A | CHARITABLE | $39 |
| HOSPICE OF EAST TEXAS | |||||||
| 4111 UNIVERSITY BLVD | TYLER | TX | 75701 | NONE | PC | HEALTH CARE | $17,500 |
| REGIONAL EAST TEXAS FOOD BANK | |||||||
| 3201 ROBERTSON RD | TYLER | TX | 75701 | NONE | PC | SOCIAL ASSISTANCE | $50,000 |
| GRACE COMMUNITY SCHOOL | |||||||
| 3025 TX-248 SPUR | TYLER | TX | 75701 | NONE | PC | EDUCATION | $34,000 |
| SMITH COUNTY CHAMPIONS FOR CHILDREN | |||||||
| 4886 HIGHTECH DR | TYLER | TX | 75703 | NONE | PC | SOCIAL ASSISTANCE | $5,000 |
| EAST TEXAS AUTISM NETWORK | |||||||
| 4801 TROUP HWY STE 502 | TYLER | TX | 75703 | NONE | PC | SOCIAL ASSISTANCE | $15,000 |
| PINE COVE | |||||||
| PO BOX 9000 | TYLER | TX | 75711 | NONE | PC | EDUCATION | $54,000 |
| WOMENARY | |||||||
| PO BOX 6296 | TYLER | TX | 75701 | NONE | PC | SOCIAL ASSISTANCE | $20,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | SOCIAL ASSISTNACE | $20,000 |
| THE MENTORING ALLIANCE | |||||||
| 504 W 32ND STREET | TYLER | TX | 75702 | NONE | PC | SOCIAL ASSISTANCE | $100,000 |
| ZERO- THE END OF PROSTATE CANCER | |||||||
| P O Box 320821 | ALEXANDRIA | VA | 22320 | NONE | PC | HEALTH CARE | $5,000 |
| LIVING ALTERNATIVES | |||||||
| PO BOX 131466 | TYLER | TX | 75713 | NONE | PC | SOCIAL ASSISTANCE | $25,000 |
| LUIS PALAU ASSOCIATION | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | NONE | PC | CHARITABLE | $25,000 |
| PROMISE ACADEMY | |||||||
| PO BOX 2044 | TYLER | TX | 75702 | NONE | PC | EDUCATION | $35,000 |
| DISCOVERY SCIENCE PLACE | |||||||
| 308 N BROADWAY | TYLER | TX | 75702 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $452,039 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307,317 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $21,389 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $157,373 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$332,906 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| PARTNERSHIP UBTI | 211110 | -$2,710 |
| PARTNERSHIP UBTI SEC 1231 | 211110 | $3,942 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $158,605 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$4,200 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,405 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BJ RITER MARITAL TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 PRUITT PLACE | AddressLine1Txt |
| City | TYLER | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,196,699 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,630 | Amt |
| Net Investment Income | $6,486 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,144 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBS ACCT #14392 - PTP ORD GAIN | AssetDesc |
| Acquired | 2018-01 | AcquiredDt |
| How Acquired | Purchase | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Gross Sales Price | $157,373 | GrossSalesPriceAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $157,373 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,647,628 | EOYBookValueAmt |
| EOYFMV | $1,585,176 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY SECURITIES | AT COST | $4,674,580 | $5,108,429 |
| PARTNERSHIPS2% INT (UBTI) | AT COST | $986,343 | $1,330,862 |
| OTHER SECURITIES | AT COST | $4,136,754 | $4,045,340 |
| MUTUAL FUNDS | AT COST | $1,355,449 | $1,351,382 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $3,679 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,679 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $315 | LegalFeesAmt |
| Net Investment Income | $268 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| EOY Book Value | $4,306 | EOYBookValueAmt |
| EOYFMV | $4,306 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEPLETION | $4,140 | $4,140 | |
| MANAGEMENT OVERHEAD EXP | $135,000 | $55,687 | $79,313 |
| MISC INVESTMENT EXPENSES | $850 | $850 | |
| MISCELLANEOUS | $1,750 | $1,750 | |
| NON-DEDUCTIBLE PTRSHP EXP | $314 | ||
| OFFICE/COMPUTER EXPENSE | $78 | $78 | |
| ROYALTY EXPENSES | $6,020 | $6,020 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $21,389 | $21,389 |
| PARTNERSHIP UBTI | -$2,710 | |
| PARTNERSHIP UBTI SEC 1231 | $3,942 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENDING BASIS ADJUSTMENT | Desc |
| EOY Book Value | $16,927 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $81,969 | Amt |
| Net Investment Income | $81,969 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $8,304 | |
| FOREIGN TAXES PAID-INVESTMENTS | $5,377 | $5,377 |
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