2023-05-08T12:22:38-05:00 2022-12-31 SANDRA L GRUNEWALD CPA 8421 CROSSWIND DR FORT WORTH TX 76179 990PF 2022-01-01 752217565 HEGI FAMILY FOUNDATION HEGI 2147201313 4805 ST JOHNS DRIVE DALLAS TX 75205 FREDERICK B HEGI JR PRESIDENT 2147201313 2023-05-08 1 FREDERICK HEGI JR 999009999 0 SANDRA L GRUNEWALD P01384896 9729795434 2023-05-02 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 3551729 X X 1202 1202 81684 81684 38447 38401 38447 2390 2390 123723 123723 0 0 0 4375 2375 2000 6900 6900 0 80 40 40 252 238 14 11607 9553 2054 265767 265767 277374 9553 267821 -153651 114170 241293 27512 27512 2957735 3043050 3175690 250559 232592 317372 961 481 31155 3450548 3303635 3551729 0 0 X 0 0 0 0 3450548 3303635 3450548 3303635 3450548 3303635 3450548 -153651 6738 3303635 0 3303635 ENERGY TRANSFER LP P 2015-01-01 2022-12-31 2 2 2 ENERGY TRANSFER LP P 2015-01-01 2022-12-31 6 6 6 PLAINS ALL AMERICAN LP P 2016-01-15 2022-12-31 46 46 46 CAPITAL GAINS DIVIDENDS P 38393 38393 38393 38447 1587 0 1587 0 1587 4055 0 0 0 4055 0 2468 2468 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A LOUISE BACKA 2147201313 750 N ST PAUL SUITE 1000 DALLAS TX 75201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FREDERICK B HEGI JR 750 N ST PAUL SUITE 1000 DALLAS TX 75201 PRESIDENT 5.00 0 0 0 MARGIE A HEGI 4805 ST JOHNS DR DALLAS TX 75205 VICE PRESIDENT 5.00 0 0 0 LOUISE BACKA 750 N ST PAUL SUITE 1000 DALLAS TX 75201 SECR/TREAS 5.00 0 0 0 NONE 0 NONE 0 0 3654671 320155 0 3974826 0 0 3974826 59622 3915204 195760 195760 1587 1587 194173 0 194173 0 194173 267821 0 267821 194173 0 0 39368 94166 218554 152824 344513 849425 267821 0 0 0 194173 73648 0 0 923073 0 0 0 0 0 0 39368 883705 94166 218554 152824 344513 73648 FREDERICK B HEGI JR FREDERICK B HEGI JR 750 NORTH ST PAUL SUITE 1000 DALLAS TX 75201 2147201313 FREDHEGI@WINGATEPARTNERS.COM WRITTEN REQUEST INCLUDING HOW FUNDS WILL BE USED NONE NONE ALL STARS PROJECT 517 NORTH HASKELL AVE DALLAS TX 75246 N/A PC EDUCATIONAL AND COMMUNITY PROGRAMS FOR YOUTH 5000 ALZHEIMER'S ASSOCIATION 3001 KNOX STREET 200 DALLAS TX 75205 N/A PC SUPPORT FOR ALZHEIMER'S PATIENTS AND THEIR FAMILIES 200 AMERICAN PRAIRIE RESERVE PO BOX 908 BOZEMAN MT 59771 N/A PC MUSEUM AND HISTORY PROGRAMS 30000 ARTISTS FOR COMMUNITY TRANSFORMATION PO BOX 1966 BRENTWOOD TN 37024 N/A PC COMMUNITY AND EDUCATIONAL PROGRAMS TO PROMOTE DIVERSITY 250 AT&T PERFORMING ARTS CENTER 700 NORTH PEARL STREET DALALS TX 75201 N/A PC ART PROGRAMS, COMMUNITY PROGRAMS, LIVE PRODUCTIONS 27400 BAYLOR SCOTT & WHITE DALLAS FOUNDATION 301 N WASHINGTON AVE DALLAS TX 75246 N/A PC SUPPORT FOR BREAST CANCER PATIENTS, MEDICAL SCREENINGS 13750 CAMP JOHN MARC 2929 CARLISLE STREET SUITE 355 DALLAS TX 75204 N/A PC CAMP PROGRAMS FOR CHILDREN WITH DISABILITIES 1000 CENTER FOR BRIAN HEALTH PO BOX 918 GAINSVILLE TX 75207 N/A PC PROMOTE BRAIN HEALTH AND SCREENINGS 1000 CLAYTON DABNEY FOUNDATION 2825 OAK LAWN AVENUE DALLAS TX 75219 N/A PC PROGRAMS FOR CHILDREN WITH CANER 1000 CRYSTAL CHARITY BALL 3838 OAK LAWN AVE SUITE 700 DALLAS TX 75219 N/A PC PROGRAMS FOR THE COMMUNITY 40000 DALLAS ARBORETUM 8617 GARLAND ROAD DALLAS TX 75218 N/A PC GARDENS, COMMUNITY PROGRAMS 8500 DALLAS CHAPTER OF HADASSAH PO BOX 795774 DALLAS TX 75379 N/A PC FAMILY AND COMMUNITY PROGRAMS 500 DALLAS MUSEUM OF ART 1717 NORTH HARWOOD DALLAS TX 75201 N/A PC EXHIBITS AND COMMUNITY PROGRAMS 1000 DALLAS THEATER CENTER 2400 FLORA DRIVE DALLAS TX 75201 N/A PC YOUTH AND COMMUNITY PROGRAMS 5000 DALLAS WOMAN'S FOUNDATION 7000 PARK LANE DALLAS TX 75225 N/A PC COMMUNITY OUTREACH AND SUPPORT 100 GABRIELS LIGHT PO BOX 1234 CHICAGO IL 60614 N/A PC SUICIDE PREVENTION PROGRAMS 500 GENESIS WOMEN'S SHELTER 4411 LEMON AVE SUITE 201 DALLAS TX 75219 N/A PC SUPPORT AND SHELTER FOR ABUSED WOMEN AND CHILDREN 2500 HARVARD BUSINESS SCHOOL BATTEN WAY BOSTON MA 02163 N/A PC SUPPORT FOR PATIENTS AND FAMILIES 10000 HIGHLAND PARK BOOSTER CLUB 4220 EMERSON AVE DALLAS TX 75205 N/A PC SCHOOL PROGRAMS 26000 INTERFAITH FAMILY SERVICES 5600 ROSS AVENUE DALLAS TX 75206 N/A PC SERVICES AND PROGRAMS FOR THE HOMELESS 1000 JEWISH FAMILY SERVICES 5402 ARAPAHO ROAD DALLAS TX 75248 N/A PC COMMUNITY SUPPORT AND OUTREACH 500 KERSHAW'S CHALLENGE 5949 SHERRY LANE SUITE 1110 DALLAS TX 75230 N/A PC PROGRAMS FOR AT-RISK CHILDREN AND NEIGHBORHOODS 10000 KKG FOUNDATION 6115 ABERDEEN DALLAS TX 75230 N/A PC COMMUNITY NEEDS AND EDUCATIONAL PROGRAMS 15250 LA FIESTA DE LAS SEIS BANDERAS 3419 WESTMINSTER DALLAS TX 75205 N/A PC EDUCATION AND ADVANCEMENT PROGRAMS, COMMUNITY OUTREACH 4000 METHODIST HEALTH SYSTEM FOUNDATION 14412 N BECKLEY AVE DALLAS TX 75203 N/A PC PATIENT CARE, EDUCATION AND RESEARCH 5000 NORTH TEXAS FOOD BANK 3677 MAPLESHADE LANE PLANO TX 75075 N/A PC DISTRIBUTE FOOD TO THOSE IN NEED 250 PARK CITIES HISTORIC AND PRESERVATION 25 HIGHLAND PARK VILLAGE DALLAS TX 75205 N/A PC SCHOLARSHIPS, LANDMARK PRESERVATION 500 PROJECT UNITY 1816 ROUTH ST DALLAS TX 75201 N/A PC CHILD ABUSE PREVENTION PROGRAMS 5000 SAINT MICHAEL AND ALL ANGELS 8011 DOUGLAS AVE DALLAS TX 75225 N/A PC COMMUNITY OUTREACH AND SUPPORT 250 SALESMANSHIP CLUB 106 EAST 10TH STREET DALLAS TX 75203 N/A PC MEDICAL PROGRAMS AND OUTREACH 1200 SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 N/A PC PROGRAMS FOR THE ELDERLY 10000 SNOWBOARDERS AND SKIERS FOR CHRIST PO BOX 2082 DILLON CO 80435 N/A PC YOUTH PROGRAMS 2500 SOUTHERN METHODIST UNIVERSITY PO BOX 750403 DALLAS TX 75275 N/A PC EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS 7667 THE SALVATION ARMY 5554 HARRY HINES BLVD DALLAS TX 75235 N/A PC PROGRAMS FOR THE HOMELESS, REHABILITATION 2500 THE STEWPOT ALLIANCE 1822 YOUNG STREET DALLAS TX 75201 N/A PC PROGRAMS TO FEED THE HOMELESS 20000 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PC RESEARCH, NEW TECHNOLOGY, SCHOOL OF BUSINESS, SCHOLARSHIPS 200 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 N/A PC MEDICAL RESEARCH AND PATIENT PROGRAMS 1000 WORLD AFFAIRS COUNCIL OF DALLAS 325 N ST PAUL ST SUITE 4200 DALLAS TX 75201 N/A PC CONNECT TEACHERS, STUDENTS AND COMMUNITIES WORLDWIDE 5000 YMCA OF METROPOLITAN DALLAS 1621 W WALNUT HILL LANE DALLAS TX 75205 N/A PC YOUTH PROGRAMS AND DAYCARE 250 265767 0 14 1202 14 81684 14 2390 211100 54 14 38393 54 123669 0 123723 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4375 2375 2000 GOLDMAN SACHS CORP CREDIT 232592 317372 AEROVOX 13 0 PROLOGIS TRUST 7858 30775 COMERICA BANK 135125 133700 BANK OF AMERICA 280098 372004 GOLDEN OCEAN GROUP 52875 5214 MERCK & CO 67560 221900 ENBRIDGE 51220 76949 ENDURO ROYALTY TRUST 28100 5025 GOLDMAN SACHS TACTICAL 272241 311534 KINDER MORGAN STOCK 91086 39649 GOLDMAN SACHS ENHANCED 562177 607820 GOLDMAN SACHS STRATEGIC 1419812 1295092 WILLIAMS COMPANIES 41104 42540 ORGANON 3180 5586 TC ENERGY CORP 30601 27902 PLAINS ALL AMERICAN FMV 481 11760 ENERGY TRANSFER LP FMV 0 11395 NUSTAR ENERGY LP FMV 0 8000 CONTRIBUTIONS PASSED THROUGH FROM PARTNERSHIPS 14 0 14 LOSSES FROM PARTNERSHIP INVESTMENTS 238 238 0 ROYALTY INCOME 613 613 613 NUSTAR ENERGY LP 1185 1185 1185 PLAINS ALL AMERICAN LP 592 592 592 TAX BASIS ADJUSTMENT PTP INVESTMENTS 6738 FOREIGN TAX 870 870 0 OTHER TAXES 6030 6030 0