HEGI FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HEGI FAMILY FOUNDATION (EIN 75-2217565)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-27
- IRS object ID
- 201541479349100309
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-27T13:12:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752666864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA L KESTERSON CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 SIR TORIN LANE | AddressLine1Txt |
| City | LEWISVILLE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752217565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEGI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEGI | BusinessNameControlTxt |
| Phone | 2147201313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4805 ST JOHNS DR | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK B HEGI JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2147201313 | PhoneNum |
| Signature | 2015-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA L KESTERSON CPA | PreparerPersonNm |
| PTIN | P01384896 | PTIN |
| Phone | 9723936907 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,189,657 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,721 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,721 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,042 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,042 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,752 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,329 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,329 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $62,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,844 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,870 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,935 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,935 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $189 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $189 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $159 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $186 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $93 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $93 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,427 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,028 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $240,928 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $240,928 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $245,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$182,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,445 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,072,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,418,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,418,062 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $962,656 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,227,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,137,503 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $400,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $379,469 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $384,465 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $149,549 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $117,391 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $249,627 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,584,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,142,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,189,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,584,253 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,142,404 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,584,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,142,404 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,584,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,142,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,584,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$182,511 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,401,742 | SubtotalAmt |
| Other Decreases | $259,338 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,142,404 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS CORPORATE CREDIT | P | 2013-01-01 | 2014-01-23 | $20,531 | $20,531 | $0 | $0 |
| KINDER MORGAN ENERGY PARTNERS | P | 2013-01-01 | 2014-12-03 | $101,862 | $76,536 | $25,326 | $25,326 |
| ENERGY TRANSFER PARTNERS | P | 2010-01-26 | 2014-12-31 | $1,233 | $1,233 | $1,233 | |
| NUSTAR ENERGY LP | P | 2010-01-25 | 2014-12-31 | $412 | -$412 | -$412 | |
| PLAINS ALL AMERICAN | P | 2001-06-12 | 2014-12-31 | $25 | $25 | $25 | |
| WILLIAMS PARTNERS | P | 2013-05-21 | 2014-12-31 | $1 | $1 | $1 | |
| WINGATE AFFILIATES III | P | 1995-03-25 | 2014-12-31 | $579 | $579 | $579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,752 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $995 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $995 | TotalPaymentsAndCreditsAmt |
| Tax Due | $214 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISE BACKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2147201313 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 N ST PAUL SUITE 1200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,820,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,575,645 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,396,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,396,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,948 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,315,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,209 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,209 | TotalTaxAmt |
| Distributable Before Adj | $264,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $242,956 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $242,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,209 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,209 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $234,747 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $29,823 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK B HEGI JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDERICK B HEGI JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 NORTH ST PAUL SUITE 1200 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2147201313 | RecipientPhoneNum |
| Recipient Email Address | FREDHEGI@WINGATEPARTNER | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING HOW FUNDS WILL BE USED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 3429 EXECUTIVE CENTER 100 | AUSTIN | TX | 78731 | N/A | PUBLIC | MEDICAL RESEARCH AND SUPPORT FOR ALZHEIMER'S PATIENTS | $200 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | N/A | PUBLIC | PROGRAMS FOR YOUTH AND SUICIDE PREVENTION | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| 717 N HARWOOD 3100 | DALLAS | TX | 75201 | N/A | PUBLIC | MEDICAL RESEARCH AND SUPPORT FOR HEART HEALTH | $500 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | N/A | PUBLIC | COMMUNITY NEEDS AND EDUCATION PROGRAMS | $6,000 |
| ARM MINISTRIES | |||||||
| 1128 REVEREND SMITH STREET | DALLAS | TX | 75203 | N/A | PUBLIC | YOUTH AND COMMUNITY PROGRAMS | $250 |
| BOY SCOUTS OF AMERICA | |||||||
| 8605 HARRY HINES BLVD | DALLAS | TX | 75235 | N/A | PUBLIC | COMMUNITY PROGRAMS FOR BOYS | $4,000 |
| BRADFIELD ELEMENTARY PTA | |||||||
| 4300 SOUTHER AVENUE | DALLAS | TX | 75205 | N/A | PUBLIC | EDUCATION SUPPLIES AND PROGRAMS FOR ELEMENTARY CHILDREN | $10,000 |
| CAMP JOHN MARC | |||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75204 | N/A | PUBLIC | SPECIAL CAMPS FOR SPECIAL NEEDS CHILDREN | $1,000 |
| CHARITY WATER | |||||||
| 200 VARICK ST 201 | NEW YORK | NY | 10014 | N/A | PUBLIC | PROGRAMS TO HELP DISTRIBUTE WATER IN THIRD WORLD COUNTRIES | $500 |
| CHILDREN'S MEDICAL CENTER OF DALLAS | |||||||
| 2777 STEMMONS FREEWAY 700 | DALLAS | TX | 75207 | N/A | PUBLIC | MEDICAL PROGRAMS AND SERVICES FOR CHILDREN | $5,200 |
| CLEVELAND CLINIC | |||||||
| 9500 EUCLID AVE | CLEVLAND | OH | 44195 | N/A | PUBLIC | MEDICAL SERVICES AND COMMUNITY PROGRAMS | $250 |
| COMMUNITIES FOUNDATION OF TEXAS | |||||||
| 5500 CARUTH HAVEN LANE | DALLAS | TX | 75225 | N/A | PUBLIC | COMMUNITY NEEDS AND PROGRAMS | $2,000 |
| CONTACT CRISIS | |||||||
| PO BOX 800742 | DALLAS | TX | 75380 | N/A | SUICIDE HOTLINE AND PREVENTION PROGRAMS | $5,000 | |
| CRYSTAL CHARITY BALL | |||||||
| 3838 OAK LAWN AVE L150 | DALLAS | TX | 75219 | N/A | PUBLIC | COMMUNITY NEEDS AND PROGRAMS | $25,000 |
| DALLAS ARBORETUM | |||||||
| 8617 GARLAND RD | DALLAS | TX | 78218 | N/A | PUBLIC | BOTANICAL AND NATURE PROGRAMS | $500 |
| DALLAS CHILDREN'S ADVOCACY CENTER | |||||||
| 3611 SWISS AVE | DALLAS | TX | 75208 | N/A | PUBLIC | PROGRAMS FOR ABUSED CHILDREN | $5,000 |
| DALLAS MUSEUM OF ART | |||||||
| 1717 NORTH HARWOOD | DALLAS | TX | 75201 | N/A | PUBLIC | COLLECTIONS, EXHIBITS, EDUCATION | $1,000 |
| DALLAS WOMEN'S FOUNDATION | |||||||
| 8150 N CENTRAL EXPRESSWAY 110 | DALLAS | TX | 75206 | N/A | PUBLIC | PROGRAMS FOR ABUSED AND DISADVANTAGED WOMEN | $500 |
| DEPRESSION AWARENESS ALLIANCE | |||||||
| 7814 GLEB ALBENS CIRCLE | DALLAS | TX | 75225 | N/A | PUBLIC | PROGRAMS TO HELP DEPRESSION IN YOUTHS AND ADULTS | $250 |
| DFW USO | |||||||
| TERMINAL B GATE 15 | DFW AIRPORT | TX | 76261 | N/A | PUBLIC | PROGRAMS FOR THE MILITARY | $1,000 |
| FIRST PRESBYTERIAN CHURCH OF DALLAS | |||||||
| 408 PARK AVENUE | DALLAS | TX | 75201 | N/A | PUBLIC | CHURCH PROGRAMS, COUNSELING SERVICES, YOUTH AND COMMUNITY PROGRAMS, HOMELESS PROGRAMS | $250 |
| FOSTER OPEN RING CLASS | |||||||
| 3808 COLGATE | DALLAS | TX | 75225 | N/A | PUBLIC | CHURCH, EDUCATION, AND COMMUNITY PROGRAMS | $250 |
| FRIENDS OF CHILDREN AT IHC | |||||||
| 5600 ROSS AVE | DALLAS | TX | 75206 | N/A | PUBLIC | PROGRAMS FOR HOMELESS CHILDREN | $10,500 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PUBLIC | EXHIBITS, EDUCATIONAL AND SCHOLARSHIP PROGRAMS | $250 |
| GENESIS WOMEN'S SHELTER | |||||||
| 4411 LEMMON AVE 201 | DALLAS | TX | 75219 | N/A | PUBLIC | PROGRAMS AND HOUSING FOR ABUSED WOMEN AND THEIR CHILDREN | $10,000 |
| HIGHLAND PARK EDUCATION FOUNDATION | |||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | N/A | PUBLIC | EDUCATION PROGRAMS | $3,333 |
| HIGHLAND PARK SPORTS CLUB | |||||||
| 7015 WESTCHESTER DRIVE | DALLAS | TX | 75225 | N/A | PUBLIC | ATHLETIC PROGRAMS | $3,500 |
| INTERFAITH HOUSING | |||||||
| PO BOX 720206 | DALLAS | TX | 75372 | N/A | PUBLIC | PROGRAMS AND HOUSING FOR THE HOMELESS | $25,000 |
| KKG FOUNDATION | |||||||
| 6115 ABERDEEN | DALLAS | TX | 75230 | N/A | PUBLIC | COMMUNITY NEEDS AND EDUCATIONAL PROGRAMS | $1,750 |
| LEWY BODY DEMENTIA | |||||||
| 912 KILLIAN HILL ROAD | LIBURN | GA | 30047 | N/A | PUBLIC | RESEARCH AND SUPPORT FOR THOSE SUFFERING FROM DEMENTIA | $500 |
| MAD FOR PLAID | |||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75372 | N/A | PUBLIC | SUPPORT FOR SCHOOL PROGRAMS | $2,500 |
| MEADOWS MUSEUM | |||||||
| 5900 BISHOP BLVD | DALLAS | TX | 75205 | N/A | PUBLIC | EXHIBITS AND PROGRAMS | $300 |
| METHODIST HEALTH SYSTEM FOUNDATION | |||||||
| 14412 N BECKLEY AVE | DALLAS | TX | 75203 | N/A | PUBLIC | RESEARCH AND SUPPORT | $5,000 |
| NASHER SCULPTURE CENTER | |||||||
| 2001 FLORA STREET | DALLAS | TX | 75201 | N/A | PUBLIC | EXHIBITS AND COMMUNITY PROGRAMS | $500 |
| OPERATION KINDNESS | |||||||
| 3201 EARHART DRIVE | CARROLLTON | TX | 75009 | N/A | PUBLIC | ANIMAL SHELTER | $200 |
| PARKINSON VOICE PROJECT | |||||||
| 646 NOTH COIT RD 2250 | DALLAS | TX | 75080 | N/A | PUBLIC | SUPPORT PROGRAMS | $150 |
| PASTORAL COUNSELING CENTER | |||||||
| 4525 LEMMON AVE 200 | DALLAS | TX | 75219 | N/A | PUBLIC | PROGRAMS FOR THE CHURCH | $250 |
| PEROT MUSEUM OF NATURE AND SCIENCE | |||||||
| 2201 N FIELD STREET | DALLAS | TX | 75202 | N/A | PUBLIC | EXHIBITS, PROGRAMS FOR STUDENTS | $960 |
| SALVATION ARMY | |||||||
| PO BOX 36006 | DALLAS | TX | 75235 | N/A | PUBLIC | COMMUNITY PROGRAMS | $5,000 |
| SENIOR SOURCE | |||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | N/A | PUBLIC | PROGRAMS FOR THE ELDERLY | $7,500 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750403 | DALLAS | TX | 75275 | N/A | PUBLIC | EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS | $23,255 |
| SOUTHWESTERN MEDICAL FOUNDATION | |||||||
| 3963 MAPLE AVE | DALLAS | TX | 75219 | N/A | PUBLIC | MEDICAL RESEARCH AND PATIENT PROGRAMS | $250 |
| SPCA OF TEXAS | |||||||
| 2400 LONE STAR DRIVE | DALLAS | TX | 75212 | N/A | PUBLIC | ANIMAL SHELTER | $200 |
| TEAM FOR KIDS | |||||||
| 156 W 56TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | N/A | PUBLIC | EDUCATION PROGRAMS FOR CHILDREN | $500 |
| TEXAS DISCOVERY GARDENS | |||||||
| 36001 MARTIN LUTHER KING JR | DALLAS | TX | 75210 | N/A | PUBLIC | NATURE AND CONSERVATION PROGRAMS | $1,000 |
| THE DALLAS FOUNDATION | |||||||
| 3963 MAPLE AVE | DALLAS | TX | 75219 | N/A | PUBLIC | EDUCATION AND LIBRARY PROGRAMS | $1,000 |
| THE FAMILY PLACE | |||||||
| PO BOX 7999 | DALLAS | TX | 75200 | N/A | PUBLIC | COMMUNITY PROGRAMS FOR ABUSED CHILDREN | $500 |
| THE NATURE CONSERVANCY | |||||||
| 2122 KIDWELL STREET 100 | DALLAS | TX | 75214 | N/A | PUBLIC | COMMUNITY PROGRAMS, CONSERVATION | $2,000 |
| THE STEWPOT ALLIANCE | |||||||
| 1822 YOUNG STREET | DALLAS | TX | 75201 | N/A | PUBLIC | PROGRAMS TO FEED THE HOMELESS | $20,680 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PUBLIC | RESEARCH, NEW TECHNOLOGY, SCHOOL OF BUSINESS, SCHOLARSHIPS | $32,000 |
| THRIVE | |||||||
| 4331 LINDELL BLVD | ST LOUIS | MO | 63108 | N/A | PUBLIC | EDUCATIONAL PROGRAMS | $200 |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | N/A | PUBLIC | MEDICAL RESEARCH AND PATIENT PROGRAMS | $12,000 |
| VICKERY MEADOW LEARNING CENTER | |||||||
| 6329 RIDGECREST | DALLAS | TX | 75231 | N/A | PUBLIC | EDUCATIONAL PROGRAMS FOR YOUNG CHILDREN | $1,000 |
| YMCA OF METRO DALLAS | |||||||
| 1621 W WALNUT HILL LANE | IRVING | TX | 75038 | N/A | PUBLIC | PROGRAMS AND ACTIVITIES FOR CHILDREN AND THE COMMUNITY | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $240,928 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,721 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,042 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,329 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,752 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,844 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,870 | Amt |
| Net Investment Income | $1,935 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,935 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS CORP CREDIT | BondNm |
| EOY Book Value | $379,469 | EOYBookValueAmt |
| EOYFMV | $384,465 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AEROVOX | $13 | $0 |
| PROLOGIS TRUST | $7,858 | $11,747 |
| COMERICA BANK | $135,125 | $93,680 |
| BANK OF AMERICA | $280,098 | $200,940 |
| UNITED STATIONERS | $13,438 | $42,160 |
| KNIGHTSBRIDGE TANKERS | $52,875 | $13,590 |
| MERCK & CO | $67,560 | $113,580 |
| SPECTRA ENERGY | $51,220 | $72,600 |
| ENDURO ROYALTY TRUST | $28,110 | $7,230 |
| KINDER MORGAN PTP | $0 | $0 |
| GOLDMAN SACHS N-11 | $250,099 | $226,342 |
| GOLDMAN SACHS TACTICAL | $250,000 | $262,848 |
| KINDER MORGAN STOCK | $91,086 | $92,786 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WINGATE AFFILIATES III, L.P. | FMV | $270 | $270 |
| ENERGY TRANSFER PARTNERS | FMV | $9,080 | $32,500 |
| NUSTAR ENERGY | FMV | $10,503 | $28,875 |
| TC PIPELINES | FMV | $12,162 | $71,220 |
| QR ENERGY | FMV | $31,288 | $20,692 |
| PLAINS ALL AMERICAN | FMV | $21,013 | $51,320 |
| WILLIAMS PARTNERS | FMV | $33,075 | $44,750 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS | Desc |
| Amt | $259,338 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS PASSED THROUGH FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $23 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SUBSTITUTE PAYMENTS IN LIEU OF DIVIDENDS | $490 | $490 | $490 |
| ROYALTY INCOME FROM PASS THROUGH | $135 | $135 | $135 |
| ENERGY TRANSFER PARTNERS | $704 | $704 | $704 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID ON IVESTMENTS | CategoryTxt |
| Amt | $159 | Amt |
| Net Investment Income | $159 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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