2019-05-08T11:18:52-07:00 2018-12-31 751503978 HENRY & PETERS PC 3310 S BROADWAY AVE STE 100 TYLER TX 75701 990PF 2018-01-01 752707712 AW RITER JR FAMILY FOUNDATION AWRI 9035265000 1012 PRUITT PLACE TYLER TX 75703 AW RITER JR President 2019-05-08 true Ginny Ragland P00160325 9035976311 2018 2019-02-21 02:37:17Z X 13765643 X 8196699 307317 307317 -175533 5775873 22621 21389 8351104 328706 315 268 47 7630 6486 1144 81969 81969 13681 5377 148152 68525 79313 251747 162625 80504 452039 452039 703786 162625 532543 7647318 166081 1183701 337470 337470 661 2678 2678 954073 1647628 1585176 3342692 11153126 11836013 3679 3679 4306 4306 5481127 13145208 13765643 164 16927 164 16927 X 5480963 13128281 5480963 13128281 5481127 13145208 5480963 7647318 13128281 13128281 UBS ACCT #00556-PUB TR SEC P 2010-01-01 2018-10-15 680000 680012 -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 252121 254353 -2232 -2232 UBS ACCT #01611-PUB TR SEC P 2010-01-01 2018-12-31 926555 970793 -44238 -44238 UBS ACCT #006029PUB TR SEC P 2010-01-01 2018-12-31 1124917 1284521 -159604 -159604 UBS ACCT #08576-PUB TR SEC P 2010-01-01 2018-12-31 286667 265115 21552 21552 UBS ACCT #09499-PUB TR SEC P 2010-01-01 2018-12-31 21700 20161 1539 1539 UBS ACCT #09990-PUB TR SEC P 2010-01-01 2018-12-31 1485049 1708568 -223519 -223519 UBS ACCT #14392-PUB TR SEC P 2010-01-01 2018-12-31 610999 564253 46746 46746 UBS ACCT #14428-PUB TR SEC P 2010-01-01 2018-12-31 177708 202603 -24895 -24895 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 43770 43770 43770 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 2931 2931 2931 TC PIPELINES DISTRIB IN EXCESS OF BASIS P 2010-01-01 2018-12-31 3543 3543 3543 Capital Gain Dividends 1206 -332906 false 323124 6740575 0.04794 314975 6456851 0.04878 341307 6869595 0.04968 370165 7342471 0.05041 486878 7245857 0.06719 0.264011 0.052802 14349235 757668 1661 759329 532543 3322 3322 3322 6000 6000 2678 2678 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 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 10890447 3677304 0 14567751 0 14567751 218516 14349235 717462 717462 3322 10864 14186 703276 703276 703276 532543 532543 532543 703276 94012 12705 106717 532543 0 532543 106717 106717 64016 X KVNE-KGLY FM RADIO 2721 EAST ERWIN ST TYLER TX 75701 NONE PC COMMUNITY ENRICHMENT 8000 EAST TEXAS CRISIS CENTER 2026 REPUBLIC DRIVE TYLER TX 75701 NONE PC SOCIAL ASSISTANCE 10000 SALVATION ARMY 717 N SPRING TYLER TX 75702 NONE PC SOCIAL ASSISTANCE 5000 TYLER ECONOMIC DEV COUNCIL 315 N BROADWAY TYLER TX 75702 NONE PC COMMUNITY ENRICHMENT 2500 ALZHEIMERS ALLIANCE 211 WINCHESTER TYLER TX 75701 NONE PC HEALTH CARE 20000 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 17500 REGIONAL EAST TEXAS FOOD BANK 3201 ROBERTSON RD TYLER TX 75701 NONE PC SOCIAL ASSISTANCE 50000 GRACE COMMUNITY SCHOOL 3025 TX-248 SPUR TYLER TX 75701 NONE PC EDUCATION 34000 SMITH COUNTY CHAMPIONS FOR CHILDREN 4886 HIGHTECH DR TYLER TX 75703 NONE PC SOCIAL ASSISTANCE 5000 EAST TEXAS AUTISM NETWORK 4801 TROUP HWY STE 502 TYLER TX 75703 NONE PC SOCIAL ASSISTANCE 15000 PINE COVE PO BOX 9000 TYLER TX 75711 NONE PC EDUCATION 54000 WOMENARY PO BOX 6296 TYLER TX 75701 NONE PC SOCIAL ASSISTANCE 20000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 NONE PC SOCIAL ASSISTNACE 20000 THE MENTORING ALLIANCE 504 W 32ND STREET TYLER TX 75702 NONE PC SOCIAL ASSISTANCE 100000 ZERO- THE END OF PROSTATE CANCER P O Box 320821 ALEXANDRIA VA 22320 NONE PC HEALTH CARE 5000 LIVING ALTERNATIVES PO BOX 131466 TYLER TX 75713 NONE PC SOCIAL ASSISTANCE 25000 LUIS PALAU ASSOCIATION PO BOX 50 PORTLAND OR 97207 NONE PC CHARITABLE 25000 PROMISE ACADEMY PO BOX 2044 TYLER TX 75702 NONE PC EDUCATION 35000 DISCOVERY SCIENCE PLACE 308 N BROADWAY TYLER TX 75702 NONE PC CHARITABLE 1000 452039 14 307317 15 21389 211110 157373 18 -332906 PARTNERSHIP UBTI 211110 -2710 PARTNERSHIP UBTI SEC 1231 211110 3942 158605 -4200 154405 1 N/A false false false false false false false false false false X X 1 BJ RITER MARITAL TRUST 1012 PRUITT PLACE TYLER TX 75703 8196699 X ACCOUNTING FEES 7630 6486 0 1144 UBS ACCT #14392 - PTP ORD GAIN 2018-01 Purchase 2018-12 157373 Cost 157373 CORPORATE BONDS 1647628 1585176 EQUITY SECURITIES AT COST 4674580 5108429 PARTNERSHIPS2% INT (UBTI) AT COST 986343 1330862 OTHER SECURITIES AT COST 4136754 4045340 MUTUAL FUNDS AT COST 1355449 1351382 Machinery and Equipment 3679 3679 LEGAL FEES 315 268 0 47 DIVIDEND RECEIVABLE 4306 4306 DEPLETION 4140 4140 MANAGEMENT OVERHEAD EXP 135000 55687 79313 MISC INVESTMENT EXPENSES 850 850 MISCELLANEOUS 1750 1750 NON-DEDUCTIBLE PTRSHP EXP 314 OFFICE/COMPUTER EXPENSE 78 78 ROYALTY EXPENSES 6020 6020 Other Investment Income 21389 21389 PARTNERSHIP UBTI -2710 PARTNERSHIP UBTI SEC 1231 3942 PENDING BASIS ADJUSTMENT 16927 INVESTMENT MANAGEMENT FEES 81969 81969 0 0 EXCISE TAX 8304 FOREIGN TAXES PAID-INVESTMENTS 5377 5377