2021-08-16T14:48:54-05:00 2020-12-31 SANDRA L GRUNEWALD CPA 8421 CROSSWIND DR FORT WORTH TX 76179 990PF 2020-01-01 752217565 HEGI FAMILY FOUNDATION HEGI 2147201313 4805 ST JOHNS DRIVE DALLAS TX 75205 FREDERICK B HEGI JR PRESIDENT 2147201313 2021-08-16 1 FREDERICK HEGI JR 999009999 SANDRA L GRUNEWALD P01384896 9729795434 2021-08-16 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 4064924 X X 9850 9850 69239 69239 64603 64603 64603 1344 1344 145036 145036 0 0 0 4375 2188 2187 2619 2619 0 80 0 80 2713 2702 11 9787 7509 2278 343830 343830 353617 7509 346108 -208581 137527 1027836 738137 738137 2585839 2692121 2916313 286974 268790 359646 4233 2008 50828 3904882 3701056 4064924 0 0 X 0 0 0 0 3904882 3701056 3904882 3701056 3904882 3701056 3904882 -208581 4755 3701056 0 3701056 CAPITAL GAINS DIVIDENDS P 64603 64603 64603 64603 1912 0 1912 0 1912 2108 0 0 0 2108 0 196 196 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 1200 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 1200 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 1200 DALLAS TX 75201 SECR/TREAS 5.00 0 0 0 NONE 0 NONE 0 0 3053150 910222 0 3963372 0 0 3963372 59451 3903921 195196 195196 1912 1912 193284 0 193284 0 193284 346108 0 346108 0 346108 193284 0 0 14226 39368 94166 218554 366314 346108 0 0 0 193284 152824 0 0 519138 0 0 0 0 0 0 0 519138 14226 39368 94166 218554 152824 FREDERICK B HEGI JR FREDERICK B HEGI JR 750 NORTH ST PAUL SUITE 1200 DALLAS TX 75201 2147201313 FREDHEGI@WINGATEPARTNERS.COM WRITTEN REQUEST INCLUDING HOW FUNDS WILL BE USED NONE NONE ALZHEIMER'S ASSOCIATION 765 ATTUCKS LANE HYANNIS MA 02601 N/A PC PROGRAMS FOR MEDICAL RESEARCH, PROGRAMS FOR FAMILIES DEALING WITH ALZHEIMER'S, PATIENT PROGRAMS 250 AMERICAN HEART ASSOCIATION 2323 ROSS AVE 1400 DALLAS TX 75201 N/A PC PREVENTION OF HEART DISEASE AND AWARENESS 500 AMERICAN PRAIRIE RESERVE PO BOX 908 BOZEMAN MT 59771 N/A PC MUSEUM AND HISTORY PROGRAMS 50000 AT&T PERFORMAING ARTS CENTER 700 NORTH PEARL STREET DALALS TX 75201 N/A PC ART PROGRAMS, COMMUNITY PROGRAMS, LIVE PRODUCTIONS 17500 CAMP SWEENEY PO BOX 918 GAINSVILLE TX 75207 N/A PC CAMP PROGRAMS FOR CHILDREN WITH DIABETIES 2000 CANCER SUPPORT COMMUNITY 8196 WALNUT HILL LANE DALLAS TX 75231 N/A PC SUPPORT TO INDIVIDUALS AND FAMILES AFFECTED BY CANCER 1000 CENTER FOR BRIAN HEALTH 800 WEST CAMPBELL ROAD RICHARDSON TX 75080 N/A PC MEDICAL RESEARCH, SUPPORT FOR PATIENTS AND FAMILIES 7500 COMMUNITY PARTNERS OF DALLAS 1215 SKILES ST DALLAS TX 75204 N/A PC PROGRAMS FOR ABUSED AND NEGLECTED CHILDREN 5000 COVENANT HOUSE PO BOX 97280 WASHINGTON DC 20090 N/A PC PROGRAMS FOR HOMLESS CHILDREN 250 CRYSTAL CHARITY BALL 3838 OAK LAWN AVE SUITE 700 DALLAS TX 75219 N/A PC PROGRAMS FOR THE COMMUNITY 40000 DALLAS HOLOCAUST MUSEUM CENTER 211 RECORD STREET DALLAS TX 75202 N/A PC COMMUNITY OUTREACH, EXHIBITS 10000 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 EDUCATIONAL OPPORTUNITIES 3419 WESTMINSTER DALLAS TX 75205 N/A PC COMMUNITY PROGRAMS, YOUTH SCHOLARSHIP AND SCHOOL PROGRAMS 250 FIRST BABPTIST TAHOKA PO BOX 1547 TAHOKA TX 79373 N/A PC COMMUNITY PROGRAMS 500 FIRST PRESBYTERIAN CHURCH OF DALLAS 408 PARK AVENUE DALLAS TX 75201 N/A PC CHURCH PROGRAMS, COUNSELING SERVICES, YOUTH AND COMMUNITY PROGRAMS, HOMELESS PROGRAMS 50000 FRIENDS OF THE UNIVERSITY PARK PUBLIC LIBRARY 3419 WESTMINSTER 335 DALLAS TX 75205 N/A PC LIBRARY FUNDING 400 GABRIELS LIGHT PO BOX 1234 CHICAGO IL 60614 N/A PC SUICIDE PREVENTION PROGRAMS 2500 HIGHLAND PARK BOOSTER CLUB 4220 EMERSON AVE DALLAS TX 75205 N/A PC SCHOOL PROGRAMS 1000 HIGHLAND PARK EDUCATION FOUNDATION 4201 GRASSMERE LANE DALLAS TX 75205 N/A PC GYMNASTICS PROGRAMS FOR YOUTH 70000 HOOVER INSTITUTION 434 GALVEZ MALL STANDFORD CA 94305 N/A PC SCHOLARSHIPS 2500 INTERFAITH FAMILY SERVICES 5600 ROSS AVENUE DALLAS TX 75206 N/A PC SERVICES AND PROGRAMS FOR THE HOMELESS 1750 KKG FOUNDATION 6115 ABERDEEN DALLAS TX 75230 N/A PC COMMUNITY NEEDS AND EDUCATIONAL PROGRAMS 2250 LA FIESTA DE LAS SEIS BANDERAS 3419 WESTMINSTER DALLAS TX 75205 N/A PC EDUCATION AND ADVANCEMENT PROGRAMS, COMMUNITY OUTREACH 5000 LITERACY ACHIEVES 4144 N CENTRAL EXPRESSWAY DALLAS TX 75204 N/A PC EARLY CHILDHOOD EDUCATION PROGRAMS 2500 MOMENTOUS INSTITUTE 106 EAST 10TH STREET DALLAS TX 75206 N/A PC EARLY CHILDHOOD EDUCATION PROGRAMS 250 NEW FRIENDS NEW LIFE PO BOX 192378 DALLAS TX 75219 N/A PC PROGRAMS FOR SEXUAL ABUSE VICTIMS 5000 PARK CITIES HISTORIC AND PRESERVATION 25 HIGHLAND PARK VILLAGE DALLAS TX 75205 N/A PC SCHOLARSHIPS, LANDMARK PRESERVATION 2750 PEROT MUSEUM OF NATURE AND SCIENCE 2201 N FIELD ST DALLAS TX 75201 N/A PC EXHIBITS, MUSEUM PROGRAMS 250 SALESMANSHIP CLUB 106 EAST 10TH STREET DALLAS TX 75203 N/A PC MEDICAL PROGRAMS AND OUTREACH 250 SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 N/A PC PROGRAMS FOR THE ELDERLY 20000 SOUTHERN METHODIST UNIVERSITY PO BOX 750403 DALLAS TX 75275 N/A PC EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS 17500 SPECIAL OLYMPICS TEXAS PO BOX 143806 AUSTIN TX 78714 N/A PC SPORTS PROGRAMS FOR THE DISABLED 250 THE CHICAGO COMMUNITY TRUST 225 NORTH MICHIGAN AVE CHICAGO IL 60601 N/A PC SUICIDE PREVENTION PROGRAMS 1000 THE CHILDREN'S CIRCUS PROJECT 1111 NORTH FLOYD RD RICHARDSON TX 75080 N/A PC HOLIDAY CIRCUS EVENT FOR UNDERSERVED CHILDREN 250 THE STEWPOT ALLIANCE 1822 YOUNG STREET DALLAS TX 75201 N/A PC PROGRAMS TO FEED THE HOMELESS 10680 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PC RESEARCH, NEW TECHNOLOGY, SCHOOL OF BUSINESS, SCHOLARSHIPS 2000 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 N/A PC MEDICAL RESEARCH AND PATIENT PROGRAMS 3500 VISITING NURSES ASSOCIATION OF TEXAS 1600 VICEROY DRIVE DALLAS TX 75235 N/A PC PROGRAMS AND ASSISTANCE TO FAMILIES FACING TERMINAL ILLNESS 250 WOODALL RODGERS PARK FOUNDATION 1909 WOODALL RODGERS FWY DALLAS TX 75209 N/A PC EDUCATIONAL AND RECREATION ACTIVITIES 1000 YMCA OF METROPOLITAN DALLAS 1621 W WALNUT HILL LANE DALLAS TX 75205 N/A PC YOUTH PROGRAMS AND DAYCARE 250 343830 0 14 9850 14 69239 14 1344 14 64603 0 145036 0 145036 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4375 2188 2187 GOLDMAN SACHS CORP CREDIT 268790 359646 AEROVOX 13 0 PROLOGIS TRUST 7858 27207 COMERICA BANK 135125 111720 BANK OF AMERICA 280098 340442 GOLDEN OCEAN GROUP 52875 2778 MERCK & CO 67560 163600 ENBRIDGE 51220 62956 ENDURO ROYALTY TRUST 28110 1097 GOLDMAN SACHS TACTICAL 270698 286299 KINDER MORGAN STOCK 91086 29978 GOLDMAN SACHS ENHANCED 449856 580635 GOLDMAN SACHS STRATEGIC 1216518 1283676 WILLIAMS COMPANIES 41104 25925 PLAINS ALL AMERICAN FMV 2008 8240 ENERGY TRANSFER LP FMV 0 5933 NUSTAR ENERGY LP FMV 0 7205 TC PIPELINES LP FMV 0 29450 CONTRIBUTIONS PASSED THROUGH FROM PARTNERSHIPS 11 0 11 LOSSES FROM PARTNERSHIP INVESTMENTS 2702 2702 0 ROYALTY INCOME 228 228 228 TC PIPELINES 1116 1116 1116 DECREASE TO COST BASIS OF PUBLICALLY TRADED PARTNERSHIPS 4755 FOREIGN TAX 715 715 0 OTHER TAX 1904 1904 0