2020-04-30T12:22:38-05:00 2019-12-31 SANDRA L GRUNEWALD 2560 KING ARTHUR BLVD 124-14 LEWISVILLE TX 75056 990PF 2019-01-01 752217565 HEGI FAMILY FOUNDATION HEGI 2147201313 4805 ST JOHNS DR DALLAS TX 75205 FREDERICK B HEGI JR PRESIDENT 2147201313 2020-04-30 1 SANDRA L GRUNEWALD P01384896 9723936907 2020-04-28 X 2019 2022-09-23 18:48:47Z X 4341564 X X 27396 27396 85859 85859 -1276 30067 0 815 815 112794 114070 0 0 0 4375 2188 2187 3644 3644 0 80 0 80 2873 2863 10 10972 8695 2277 428435 428435 439407 8695 430712 -326613 105375 1374182 1027836 1027836 2539149 2585839 2870060 304240 286974 357737 8433 4233 85931 4226004 3904882 4341564 0 0 X 0 0 0 0 4226004 3904882 4226004 3904882 4226004 3904882 4226004 -326613 5491 3904882 0 3904882 1000 SHARES ESSEDENT 2008-01-28 2019-01-31 12800 13438 -638 -638 GS CORPORATE CREDIT 2017-01-01 2019-01-31 17267 17905 -638 -638 -1276 1 2108 0 2108 0 2108 2312 0 0 2312 0 204 204 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 3125871 1224712 0 4350583 0 0 4350583 65259 4285324 214266 214266 2108 2108 212158 0 212158 0 212158 430712 0 430712 0 430712 212158 0 0 14226 39368 94166 147760 430712 0 0 0 212158 218554 0 0 366314 0 0 0 0 0 0 0 366314 14226 39368 94166 218554 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 ALL STARS PROJECT 517 NORTH HASKELL AVENUE DALLAS TX 75246 N/A PC COMMUNITY NEEDS AND OUTREACH PROGRAMS FOR YOUTH 5000 AMERICAN CANCER SOCIETY 1199 S BELTLINE RD SUITE 160 COPPELL TX 75019 N/A PC CANCER RESEARCH, SUPPORT PROGRAMS 750 AMERICAN HEART 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DALLAS TX 75207 N/A PC MEDICAL PROGRAMS AND SERVICES FOR CHILDREN 7500 COMMUNITY PARTNERS OF DALLAS 1215 SKILES ST DALLAS TX 75204 N/A PC PROGRAMS FOR ABUSED AND NEGLECTED CHILDREN 10000 CRYSTAL CHARITY BALL 3838 OAK LAWN AVE SUITE 700 DALLAS TX 75219 N/A PC PROGRAMS FOR THE COMMUNITY 40000 DALLAS FOUNDATION 3963 MAPLE AVE DALLAS TX 75219 N/A PC PROGRAMS FOR HOMLESSNESS AND ADDICTION 1000 DALLAS HOLOCAUST MUSEUM CENTER 211 RECORD STREET DALLAS TX 75202 N/A PC COMMUNITY OUTREACH, EXHIBITS 5200 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 10000 DALLAS ZOOLOGICAL SOCIETY 650 SOUTH RL THORNTON FWY DALLAS TX 75203 N/A PC SUPPORT OF ANIMALS, EXHIBITS, AND ZOO PROGRAMS 4250 DREAM ANGELS 9090 SKILLMAN 182A DALLAS TX 75243 N/A PC COMMUNITY PROGRAMS, YOUTH SCHOLARSHIP AND SCHOOL PROGRAMS 1000 FATHER OF THE YEAR AWARDS PO BOX 671193 DALLAS TX 75367 N/A PC COMMUNITY PROGRAMS AND SCHOLARSHIPS 5000 FIRST PRESBYTERIAN CHURCH OF DALLAS 408 PARK AVENUE DALLAS TX 75201 N/A PC CHURCH PROGRAMS, COUNSELING SERVICES, YOUTH AND COMMUNITY PROGRAMS, HOMELESS PROGRAMS 200 FIRST UNITED METHODIST CHURCH OF LAMESA PO BOX 438 LAMESA TX 79331 N/A PC CHURCH PROGRAMS AND SCHOLARSHIPS 1000 FRIENDS OF LIFE SOCIETY 107 EAST 22ND STREET HOUSTON TX 77088 N/A PC ANIMAL PROGAMS 500 FRIENDS OF THE SMITHSONIAN PO BOX 37012 WASHINGTON DC 20013 N/A PC EDUCATION, RESEARCH, PROGRAMS 500 FRIENDS OF THE UNIVERSITY PARK PUBLIC LIBRARY 3419 WESTMINSTER 335 DALLAS TX 75205 N/A PC LIBRARY FUNDING 150 GENSIS WOMEN'S SHELTER 4411 LEMMON AVE SUITE 201 DALLAS TX 75219 N/A PC COMMUNITY PROGRAMS FOR ABUSED WOMEN AND CHILDREN 12500 GIRL SCOUTS OF NORTHEAST TEXAS 6001 SUMMERSIDE DR DALLAS TX 75252 N/A PC EDUCATIONAL AND RECREATIONAL ACTIVITIES FOR YOUNG LADIES 1500 GOODWILL INDUSTRIES 3020 N WESTMORELAND RD DALLAS TX 75212 N/A PC PROGRAMS TO SUPPORT PEOPLE AND FAMILIES IN NEED 10000 HABITAT FOR HUMANITY 2800 N HAMPTON RD DALLAS TX 75212 N/A PC BUILDING HOMES FOR THOSE IN NEED 230 HARVESTERS COMMUNITY FOOD NETWORK 3801 TOPPING AVE KANSAS CITY MO 64129 N/A PC FOOD BANK FOR THOSE IN NEED 500 HIGHLAND PARK BOOSTER CLUB 4220 EMERSON AVE DALLAS TX 75205 N/A PC SCHOOL PROGRAMS, TEACHER SUPPLIES 1000 INTERFAITH FAMILY SERVICES 5600 ROSS AVENUE DALLAS TX 75206 N/A PC SERVICES FOR THE HOMELESS 43000 JUBILEE PARK 917 BANK STREET DALLAS TX 75223 N/A PC REVITALIZATION IN SOUTHEAST DALLAS 1000 KERSHAW'S CHALLENGE 5949 SHERRY LANE 1110 DALLAS TX 75225 N/A PC PROGRAMS AND COMMUNITY OUTREACH 5000 KKG FOUNDATION 6115 ABERDEEN DALLAS TX 75230 N/A PC COMMUNITY NEEDS AND EDUCATIONAL PROGRAMS 2375 LA FIESTA DE LAS SEIS BANDERAS 3419 WESTMINSTER DALLAS TX 75205 N/A PC EDUCATION AND ADVANCEMENT PROGRAMS, COMMUNITY OUTREACH 4000 MAD FOR PLAID 4201 GRASSMERE LANE DALLAS TX 75205 N/A PC SUPPORT TEACHERS AND CLASSROOM NEEDS 2500 MAMMOGRAM POSTER GIRLS 2029 W COLORADO BLVD DALLAS TX 75208 N/A PC MEDICAL PROGRAMS AND RESEARCH 2500 METHODIST HEALTH SYSTEM FOUNDATION 14412 N BECKLEY AVE DALLAS TX 75203 N/A PC RESEARCH AND SUPPORT FOR MEDICAL PATIENTS 10000 MIAMI FOUNDATION 40 NW 3RD STREET MIAMI FL 33128 N/A PC FUND TO CURE IDEOPATHIC PULMONARY FIBROSIS 250 NASHER SCULPTURE CENTER 2001 FLORA STREET DALLAS TX 75201 N/A PC EXHIBITS AND COMMUNITY PROGRAMS 500 NATIONAL WASP WWI MUSEUM 210 AVENGER FIELD RD SWEETWATER TX 79556 N/A PC EXHIBITS 100 NEW FRIENDS NEW LIFE PO BOX 192378 DALLAS TX 75219 N/A PC PROGRAMS FOR SEXUAL ABUSE VICTIMS 2500 PARK CITIES HISTORIC AND PRESERVATION 25 HIGHLAND PARK VILLAGE DALLAS TX 75205 N/A PC SCHOLARSHIPS, LANDMARK PRESERVATION 250 PRESBYTERIAN COMMUNITES FOUNDATION 12467 MERIT DR DALLAS TX 75251 N/A PC HOSPICE PROGRAM 5000 SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 N/A PC PROGRAMS FOR THE ELDERLY 67500 SOUTHERN METHODIST UNIVERSITY PO BOX 750403 DALLAS TX 75275 N/A PC EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS 22000 SOUTHWEST MEDICAL FOUNDATION 3889 MAPLE AVE DALLAS TX 75219 N/A PC MEDICAL PROGRAMS AND OUTREACH 500 SPECIAL OLYMPICS TEXAS PO BOX 143806 AUSTIN TX 78714 N/A PC SPORTS PROGRAMS FOR THE DISABLED 200 TEXAS 2036 PO BOX 720248 DALLAS TX 75372 N/A PC SOLVING PROBLEMS IN THE COMMUNITY 5000 TEXAS DISCOVERY GARDENS PO BOX 152537 DALLAS TX 75515 N/A PC SAVING TEXAS ENDANGERED HABITATS 25000 THE STEWPOT ALLIANCE 1822 YOUNG STREET DALLAS TX 75201 N/A PC PROGRAMS TO FEED THE HOMELESS 25480 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PC RESEARCH, NEW TECHNOLOGY, SCHOOL OF BUSINESS, SCHOLARSHIPS 5500 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 N/A PC MEDICAL RESEARCH AND PATIENT PROGRAMS 1000 UTD CENTER FOR BRAIN HEALTH 2200 W MOCKINGBIRD LANE DALLAS TX 75235 N/A PC RESEARCH AND MEDICAL PROGRAMS 1000 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 YOUNG LIFE 11300 N CENTRAL EXPWY SUITE 600 DALLAS TX 75209 N/A PC CHURCH PROGRAMS FOR YOUTH 750 428435 0 14 27396 14 85859 14 815 523000 -1276 -1276 114070 0 112794 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4375 2188 2187 GOLDMAN SACHS CORP CREDIT 286974 357737 AEROVOX 13 0 PROLOGIS TRUST 7858 24335 COMERICA BANK 135125 143500 BANK OF AMERICA 280098 395591 GOLDEN OCEAN GROUP 52875 3486 MERCK & CO 67560 181900 ENBRIDGE 51220 78267 ENDURO ROYALTY TRUST 28110 2775 GOLDMAN SACHS TACTICAL 270293 281368 KINDER MORGAN STOCK 91086 46426 GOLDMAN SACHS ENHANCED 438383 535502 GOLDMAN SACHS STRATEGIC 1122114 1146240 WILLIAMS COMPANIES 41104 30670 NUSTAR ENERGY PARTNERS FMV 0 12925 PLAINS ALL AMERICAN FMV 4233 18390 ENERGY TRANSFER LP FMV 0 12316 TC PIPELINES FMV 0 42300 CONTRIBUTIONS PASSED THROUGH FROM PARTNERSHIPS 10 0 10 LOSSES FROM PARTNERSHIP INVESTMENTS 2863 2863 0 ROYALTY INCOME 433 433 433 TC PIPELINES 382 382 382 DECREASE TO COST BASIS OF PUBLICALLY TRADED PARTNERSHIPS 5491 FOREIGN TAX 594 594 0 OTHER TAX 3050 3050 0