2025-05-14T11:36:38-05:00 2024-12-31 881114093 SANDRA L GRUNEWALD PLLC 8421 CROSSWIND DR FORT WORTH TX 76179 990PF 2024-01-01 752217565 HEGI FAMILY FOUNDATION HEGI 2145201308 4805 ST JOHNS DRIVE DALLAS TX 75205 FREDERICK B HEGI JR PRESIDENT 2147201313 2025-05-14 1 0 SANDRA GRUNEWALD P01384896 9723936907 2025-05-06 X 2024 2025-03-06 01:10:19Z X 3949093 X X 4464 4464 132530 132530 348499 1336016 348499 1880 1880 487373 487373 0 0 0 975 487 488 4625 2313 2312 20 20 0 1346 1346 0 80 40 40 699 681 2 7745 4887 2842 272485 272485 280230 4887 275327 207143 482486 16060 1079557 1079557 2966091 2132177 2466992 216803 200039 339290 130 0 63254 3199084 3411773 3949093 0 0 X 0 0 0 0 3199084 3411773 3199084 3411773 3199084 3411773 3199084 207143 5546 3411773 0 3411773 GOLDMAN SACHS LONG TERM COVERED TRANSACTIONS 2020-01-01 2024-06-20 1238614 949407 289207 289207 GOLDMAN SACHS SHORT TERM COVERED TRANSACTIONS 2024-01-01 2024-06-20 42576 38110 4466 4466 CAPITAL GAINS DIVIDENDS P 54826 54826 54826 348499 6707 0 6707 0 6707 1576 0 0 0 1576 0 5131 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A LOUISE BACKA 2145201308 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 3833414 61791 0 3895205 0 0 3895205 58428 3836777 191839 191839 6707 6707 185132 0 185132 0 185132 275327 0 275327 185132 0 0 218554 152824 344513 73648 86734 876273 275327 0 0 0 185132 90195 0 0 966468 0 0 0 0 0 0 218554 747914 152824 344513 73648 86734 90195 FREDERICK B HEGI JR FREDERICK B HEGI JR 750 NORTH ST PAUL SUITE 1000 DALLAS TX 75201 2148509819 FREDHEGI@WINGATEPARTNERS.COM WRITTEN REQUEST INCLUDING HOW FUNDS WILL BE USED NONE NONE ACT JUSTICE PO BOX 225225 DALLAS TX 75222 N/A PC NEIGHBORHOOD SAFETY PROGRAMS, BRINGING PEACE TO AREAS TORMENTED BY CRIME 25000 AT&T PERFORMING ARTS CENTER 700 NORTH PEARL STREET DALALS TX 75201 N/A PC ART PROGRAMS, COMMUNITY PROGRAMS, LIVE PRODUCTIONS, SUPPORT FOR ARTISTS AND ARTISTIC ORGANIZATIONS 2400 AUSTIN STREET CENTER 1717 JEFFRIES SQUARE DALLAS TX 75226 N/A PC PROVIDE SAFE SHELTER AND MEET THE BASIC NEEDS OF THE MOST VULNERABLE HOMELESS 2500 BAYLOR SCOTT & WHITE FOUNDATION 301 N WASHINGTON AVE DALLAS TX 75246 N/A PC INNOVATIVE RESEARCH TO BETTER CARE FOR WOMEN FACING AGGRESSIVE MEDICAL ISSUES 5000 CAFE MOMENTUM 1510 PACIFIC AVE DALLAS TX 75201 N/A PC SCHOLARSHIP FUND 1500 CAMP SWEENEY PO BOX 918 GAINSVILLE TX 76241 N/A PC PROGRAMS FOR CHILDREN WITH DIABETES 2000 CRYSTAL CHARITY BALL 3838 OAK LAWN AVE SUITE 700 DALLAS TX 75219 N/A PC PROGRAMS BENEFITING CHILDREN AND CHILDREN'S CHARITIES 40000 DALLAS ARBORETUM 8525 GARLAND RD DALLAS TX 75218 N/A PC ENRICHING AND PRESERVING THE BEAUTY OF THE COMMUNITY 4000 DALLAS HOLOCAUST AND HUMAN RIGHTS MUSEUM 300 N HOUSTON ST DALLAS TX 75202 N/A PC TEACHING THE HISTORY OF THE HOLOCAUST AND ADVANCING HUMAN RIGHTS TO COMBAT PREJUDICE, HATRED, AND INDIFFERENCE. 5000 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 GENESIS WOMEN'S SHELTER 2023 LUCAS DR DALLAS TX 75219 N/A PC SAFE COMMUNITIES FOR ABUSED WOMEN 2500 GOODWILL INDUSTRIES OF DALLAS 3020 N WESTMORELAND RD DALLAS TX 75212 N/A PC HELP PEOPLE WITH BARRIES TO EMPLOYMENT RECOGNIZE AND REACH THEIR FULL POTENTIAL 10000 HIGHLAND PARK CHEERLEADING BOOSTER CLUB 4228 N CENTRAL EXPRESSWAY 320 DALLAS TX 75206 N/A PC ENHANCE CHEERLEADING PROGRAMS 27000 HIGHLAND PARK SPORTS CLUB 6125 LUTHER LANE 109 DALLAS TX 75225 N/A PC SUPPORT FOR STUDENT ATHLETES 15000 INTERFAITH FAMILY SERVICES 5600 ROSS AVENUE DALLAS TX 75206 N/A PC SERVICES AND PROGRAMS FOR THE HOMELESS 30000 KAPPA KAPPA GAMMA FOUNDATION 6115 ABERDEEN DALLAS TX 75230 N/A PC COMMUNITY SUPPORT AND OUTREACH 1500 KERSHAW'S CHALLENGE 5949 SHERRY LANE SUITE 1110 DALLAS TX 75230 N/A PC PROGRAMS FOR AT-RISK CHILDREN AND NEIGHBORHOODS 15000 LA FIESTADE LAS SEIS BANDERAS 3419 WESTMINSTER DALLAS TX 75206 N/A PC EDUCATION OF CHILDREN IN MULTIPLE CAPACITIES INCLUDING ARTS ANS SCIENCES 11500 NASHER SCULPTURE CENTER 2001 FLORA STREET DALLAS TX 75201 N/A PC ART PRESERVATION 85 SOUTHERN METHODIST UNIVERSITY PO BOX 750403 DALLAS TX 75275 N/A PC EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS 18000 SOUTHWESTERN MEDICAL FOUNDATION 3889 MAPLE AVE SUITE 100 DALLAS TX 75219 N/A PC BUILDING A SUSTAINABLE FUNDING SOURCE FOR INNOVATIVE RESEARCH, BEST-IN-CLASS MEDICAL EDUCATION, HIGHEST STANDARD OF CARE 2500 THE DALLAS WOMAN'S CLUB 7000 PARK LANE DALLAS TX 75225 N/A PC LIBRARY RESTORATION 500 THE LEUKEMIA & LYMPHOMA SOCIETY 11700 PRESTON RD STE 133 DALLAS TX 75230 N/A PC LEADER IN CREATING A WORLD WITHOUT BLOOD CANCER 2500 THE SALVATION ARMY 5554 HARRY HINES BLVD DALLAS TX 75235 N/A PC PROGRAMS FOR THE HOMELESS, REHABILITATION 10000 THE SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 N/A PC PROGRAMS FOR THE ELDERLY 17500 THE STEWPOT ALLIANCE 1835 YOUNG STREET DALLAS TX 75201 N/A PC SERVING UNHOUSED AND AT-RISK PEOPLE IN DALLAS 5000 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PC RESEARCH, NEW TECHNOLOGY, SCHOOL OF BUSINESS, SCHOLARSHIPS 4250 UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 N/A PC OFFER RESOURCES TO HELP PATIENTS PREPARE FOR THEIR VISIT, ASSIST WHILE THEY ARE IN THE HOSPITAL OR CLINIC, SUPPORT AFTER DISCHARGE 1000 WORLD AFFAIRS COUNCIL 324 N ST PAUL STREET SUITE 4200 DALLAS TX 75201 N/A PC MAKING AN IMPACT IN DFW, EDUCATION NORTH TEXANS ABOUT GLOBAL ISSUES, CONNECTING LOCAL CITIZENS 5000 YMCA OF METROPOLITAN DALLAS 1621 W WALNUT HILL LANE DALLAS TX 75205 N/A PC YOUTH PROGRAMS AND DAYCARE 250 272485 0 14 4464 14 132530 01 1880 18 348499 0 487373 0 487373 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4625 2313 2312 GOLDMAN SACHS CORP CREDIT 200039 339290 AEROVOX 13 0 BANK OF AMERICA 280098 493646 COMERICA BANK 135125 123700 ENBRIDGE 51220 83502 ENDURO ROYALTY TRUST 28100 2040 GOLDEN OCEAN GROUP 52875 5376 GOLDMAN SACHS STRATEGIC 1340603 1361992 KINDER MORGAN STOCK 91086 60088 MERCK & CO 67560 198960 ORGANON 3180 2984 PROLOGIS TRUST 7858 28856 SOUTH BOW CORP 2754 3300 TC ENERGY CORP 30601 32571 WILLIAMS COMPANIES 41104 69977 ENERGY TRANSFER LP FMV 0 18806 PLAINS ALL AMERICAN FMV 0 17080 PLAINS ALL AMERICAN FMV 0 17080 SUNOCO LP FMV 0 10288 LEGAL FEES 975 487 488 CONTRIBUTIONS PASSED THROUGH FROM PARTNERSHIPS 18 0 2 OTHER EXPENSES 681 681 0 ENERGY TRANSFER PARTNERS 824 824 824 NUSTAR ENERGY LP 71 71 71 PLAINS ALL AMERICAN LP 427 427 427 ROYALTY INCOME 128 128 128 SUNOCO LP 430 430 430 TAX BASIS ADJUSTMENT MLPS 5546 FOREIGN TAX 1346 1346 0