2014-06-02T11:15:47-05:00 2013-12-31 SANDRA L KESTERSON CPA 409 SIR TORIN LANE LEWISVILLE TX 75056 990PF 2013-01-01 752217565 HEGI FAMILY FOUNDATION HEGI 2147201313 4805 ST JOHNS DR DALLAS TX 75205 FREDERICK B HEGI JR PRESIDENT 2147201313 2014-06-02 1 SANDRA L KESTERSON CPA P01384896 9723936907 X 2013 2015-12-30 17:16:21Z X 5590717 X 0 X 20936 20936 16688 16688 5873 6125 5873 561 561 44058 44058 0 0 0 3520 1760 1760 97 97 0 280 280 0 193 96 97 18 18 0 4108 2251 1857 151300 151300 155408 2251 153157 -111350 41807 4691002 4072048 4072048 636297 962656 851173 0 400000 410643 148006 149549 256853 5475305 5584253 5590717 0 0 X 0 0 0 0 5475305 5584253 5475305 5584253 5475305 5584253 5475305 -111350 220298 5584253 0 5584253 ENERGY TRANSFER PARTNERS P 2010-02-05 2013-12-31 514 514 514 NUSTAR ENERGY P 2010-05-05 2013-12-31 36 36 36 TC PIPELINES P 2001-01-25 2013-12-31 30 -30 -30 PLAINS ALL AMERICAN P 2001-06-12 2013-12-31 58 -58 -58 KINDER MORGAN P 2013-01-25 2013-12-31 61 -61 -61 WILLIAMS PARTNERS P 2013-05-21 2013-12-31 103 -103 -103 WINGATE AFFILIATES III P 1995-03-28 2013-12-31 5575 5575 5575 5873 1 836 0 836 0 836 1831 1831 995 995 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 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 1140879 4072048 0 5212927 0 0 5212927 78194 5134733 256737 256737 836 836 255901 0 255901 0 255901 153157 0 153157 0 153157 255901 0 0 94535 94535 153157 0 0 0 153157 0 94535 94535 0 0 0 0 0 8209 0 0 0 FREDERICK B HEGI JR FREDERICK B HEGI JR 750 NORTH ST PAUL SUITE 1200 DALLAS TX 75201 2147201313 FREDHEGI@WINGATEPARTNER WRITTEN REQUEST INCLUDING HOW FUNDS WILL BE USED NONE NONE ADERHOLD CHILDREN'S EDUCATIONAL FUND 745 EAST MULBERRY 50 SAN ANTONIO TX 78212 N/A PUBLIC EDUCATIONAL PROGRAMS 500 AJC DALLAS 2720 HILLCREST RD 120 DALLAS TX 75230 N/A PUBLIC PROGRAMS FOR THE COMMUNITY 5000 ALZHEIMER'S ASSOCIATION 3429 EXECUTIVE CENTER 100 AUSTIN TX 78731 N/A PUBLIC MEDICAL RESEARCH AND SUPPORT FOR ALZHEIMER'S PATIENTS 500 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 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK NY 10018 N/A PUBLIC COMMUNITY NEEDS AND OUTREACH PROGRAMS 200 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 N/A PUBLIC COMMUNITY NEEDS AND EDUCATION PROGRAMS 4000 AT & T PERFOMRING ARTS CENTER 2100 ROSS AVE 650 DALLAS TX 75201 N/A PUBLIC PERFORMING ARTS PROGRAMS 10000 BOY SCOUTS OF AMERICA 8605 HARRY HINES BLVD DALLAS TX 75235 N/A PUBLIC COMMUNITY PROGRAMS FOR BOYS 5000 CAMP JOHN MARC 2824 SWISS AVENUE DALLAS TX 75204 N/A PUBLIC SPECIAL CAMPS FOR SPECIAL NEEDS CHILDREN 1000 CATTLE BARON'S BALL 30 HIGHLAND PARK VILLAGE 216 DALLAS TX 75205 N/A PUBLIC PROGRAMS FOR MEDICAL RESEARCH AND PATIENTS 7500 CHILDREN'S MERCY HOSPITALS AND CLINICS 2401 GILLHAM ROAD KANSAS CITY MO 64108 N/A PUBLIC MEDICAL PROGRAMS AND SERVICES FOR CHILDREN 500 CHURCH OF THE INCARNATION 3966 MCKINNEY AVE DALLAS TX 75204 N/A PUBLIC COMMUNITY PROGRAMS 200 CLASP INTERNATIONAL 3419 WESTMINSTER 316 DALLAS TX 75205 N/A PUBLIC YOUTH MISSIONS 500 CRYSTAL CHARITY BALL 3838 OAK LAWN AVE L150 DALLAS TX 75219 N/A PUBLIC COMMUNITY NEEDS AND PROGRAMS 5700 DAHNEY FOUNDATION FOR KIDS WITH CANCER 6500 GREENVILLE AVE 342 DALLAS TX 75206 N/A PUBLIC MEDICAL RESEARCH AND POGRAMS FOR CHILDREN WITH CANCER 1000 DALLAS ARBORETUM 8617 GARLAND RD DALLAS TX 78218 N/A PUBLIC BOTANICAL AND NATURE PROGRAMS 750 DALLAS BAPTIST UNIVERSITY 3000 MOUNTAIN CREEK PARKWAY DALLAS TX 75211 N/A PUBLIC SCHOLARSHIP PROGRAMS 1200 DALLAS CHILDREN'S ADVOCACY CENTER 3611 SWISS AVE DALLAS TX 75208 N/A PUBLIC PROGRAMS FOR ABUSED CHILDREN 5000 DALLAS HERITAGE VILLAGE 1515 SOUTH HARWOOD DALLAS TX 75215 N/A PUBLIC EDUCATIONAL AND COMMUNITY PROGRAMS 250 DALLAS HOLOCAUST MUSEUM 211 N RECORD STREET DALLAS TX 75201 N/A PUBLIC EDUCATIONAL PROGRAMS AND EXHIBITS 500 DALLAS MAYOR'S EDUCATION PROGRAM FUND 3232 MCKINNEY AVE 558 DALLAS TX 75201 N/A PUBLIC EDUCATIONAL FUND 1000 DALLAS MUSEUM OF ART 1717 NORTH HARWOOD DALLAS TX 75201 N/A PUBLIC COLLECTIONS, EXHIBITS, EDUCATION 1000 DALLAS WOMEN'S FOUNDATION 8150 N CENTRAL EXPRESSWAY 110 DALLAS TX 75206 N/A PUBLIC PROGRAMS FOR ABUSED AND DISADVANTAGED WOMEN 3500 DALLAS ZOOLOGICAL SOCIETY 65 S RL THORTON FREEWAY DALLAS TX 75203 N/A PUBLIC CONSERVATION AND HABITAT PROGRAMS FOR ANIMALS 500 DFW USO TERMINAL B GATE 15 DFW AIRPORT TX 76261 N/A PUBLIC PROGRAMS FOR THE MILITARY 1000 EQUEST UNBRIDLED HOPE PO BOX 2109 WYLIE TX 75098 N/A PUBLIC EDUCATION PROGRAMS FOR YOUTH 250 FAYETTEVILLE PUBLIC EDUCATION FOUNDATION PO BOX 571 FAYETTEVILLE AR 72702 N/A PUBLIC EDUCATION PROGRAMS 250 FIRST PRESBYTERIAN CHURCH - MAGNOLIA 1417 N JACKSON STREET MAGNOLIA AR 71753 N/A PUBLIC COMMUNITY PROGRAMS 200 FIRST PRESBYTERIAN CHURCH OF DALLAS 408 PARK AVENUE DALLAS TX 75201 N/A PUBLIC CHURCH PROGRAMS, COUNSELING SERVICES, YOUTH AND COMMUNITY PROGRAMS, HOMELESS PROGRAMS 750 FIRST UNITED METHODIST CHURCH - MABANK 18274 SHORE DRIVE KEMP TX 75143 N/A PUBLIC PROGRAMS FOR THE COMMUNITY 5000 FIRST UNITED METHODIST CHURCH 1801 AVENUE J TAHOKA TX 79373 N/A PUBLIC CHURCH AND COMMUNITY PROGRAMS 500 FRIENDS FOR BRIAN HEALTH 2200 WEST MOCKINGBIRD LANE DALLAS TX 75235 N/A PUBLIC MEDICAL RESEARCH AND PROGRAMS 1000 FRIENDS OF CHILDREN AT IHC 5600 ROSS AVE DALLAS TX 75206 N/A PUBLIC PROGRAMS FOR THE HOMELESS 10000 HARVARD BUSINESS SCHOOL 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 N/A PUBLIC EDUCATIONAL AND SCHOLARSHIP PROGRAMS 2500 HIGHLAND PARK EDUCATION FOUNDATION 4201 GRASSMERE LANE DALLAS TX 75205 N/A PUBLIC EDUCATION PROGRAMS 5000 HIGHLAND PARK ISD 4201 GRASSMERE LANE DALLAS TX 75205 N/A PUBLIC EDUCATION AND PROGRAMS FOR YOUTH 3333 HIGHLAND PARK SPORTS CLUB 7015 WESTCHESTER DRIVE DALLAS TX 75225 N/A PUBLIC ATHLETIC PROGRAMS 3500 INTERFAITH HOUSING PO BOX 720206 DALLAS TX 75372 N/A PUBLIC PROGRAMS FOR THE HOMELESS 1000 JUNIOR ACHIEVEMENT 1201 EXECUTIVE DRIVE RICHARDSON TX 75081 N/A PUBLIC PROGRAMS FOR YOUTH 3500 KKG FOUNDATION 6115 ABERDEEN DALLAS TX 75230 N/A PUBLIC COMMUNITY NEEDS AND EDUCATIONAL PROGRAMS 2750 LA FIESTA DE LAS BANDERAS 3914 WESTMINSTER AVE 289 DALLAS TX 75205 N/A PUBLIC COMMUNITY NEEDS 500 MEADOWS MUSEUM 5900 BISHOP BLVD DALLAS TX 75205 N/A PUBLIC EXHIBITS AND PROGRAMS 300 NASHER SCULPTURE CENTER 2001 FLORA STREET DALLAS TX 75201 N/A PUBLIC EXHIBITS AND COMMUNITY PROGRAMS 500 NATIONAL CENTER FOR POLICY ANALYSIS PO BOX 650298 DALLAS TX 75265 N/A PUBLIC EDUCATION AND COMMUNITY NEEDS 5000 PASTORAL COUNSELING CENTER 4525 LEMMON AVE 200 DALLAS TX 75219 N/A PUBLIC PROGRAMS FOR THE CHURCH 250 PRESBYTERIAN COMMUNTIES AND SERVICES 6100 COLWELL BLVD 225 DALLAS TX 75039 N/A PUBLIC PROGRAMS FOR THE COMMUNITY 2500 SECOND PRESBYTERIAN CHURCH 313 N EAST STREET BLOOMINGTON IL 61701 N/A PUBLIC CHURCH PROGRAMS 250 SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 N/A PUBLIC PROGRAMS FOR THE ELDERLY 7500 SOUTHERN METHODIST UNIVERSITY PO BOX 750403 DALLAS TX 75275 N/A PUBLIC EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS 20417 TAHOKA ROTARY CLUB PO BOX 698 TAHOKA TX 79373 N/A PUBLIC COMMUNITY NEEDS 1000 THE BRIDGE 2816 SWISS AVE DALLAS TX 75204 N/A PUBLIC PROGRMAS FOR THE HOMELESS 1000 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PUBLIC RESEARCH, NEW TECHNOLOGY, SCHOOL OF BUSINESS, SCHOLARSHIPS 6500 TRINITY RIVER AUDUBON CENTER 6500 GREAT TRINITY FOREST WAY DALLAS TX 75217 N/A PUBLIC CONSERVATION AND NATURE PROGRAMS 750 UNIVERSITY OF ARKANSAS MEDICAL SCIENCE 4301 WEST MARKHAM 815 LITTLE ROCK AR 72205 N/A PUBLIC RESEARCH, EDUCATION, SCHOLARSHIPS 500 UNIVERSITY PARK PUBLIC LIBRARY 3419 WESTMINSTER 335 DALLAS TX 75205 N/A PUBLIC EDUCATION AND LIBRARY PROGRAMS 250 UNIVERSITY PARKS UNITED METHODIST CHURCH 4024 CARUTH BLVD DALLAS TX 75225 N/A PUBLIC COMMUNITY PROGRAMS 1000 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 N/A PUBLIC MEDICAL RESEARCH AND PATIENT PROGRAMS 1250 WILKINSON CENTER PO BOX 720248 DALLAS TX 75372 N/A PUBLIC COMMUNITY NEEDS AND PROGRAMS 5000 YMCA OF METRO DALLAS 1621 W WALNUT HILL LANE IRVING TX 75038 N/A PUBLIC PROGRAMS AND ACTIVITIES FOR CHILDREN AND THE COMMUNITY 250 151300 0 14 20936 14 16688 15 561 18 5873 0 44058 0 44058 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3520 1760 1760 GOLDMAN SACHS CORP CREDIT 400000 410643 AEROVOX 13 0 PROLOGIS TRUST 7858 10087 COMERICA BANK 135125 95080 BANK OF AMERICA 280098 174882 UNITED STATIONERS 13438 45890 KNIGHTSBRIDGE TANKERS 52875 25570 MERCK & CO 67560 100100 SPECTRA ENERGY 51220 71240 ENDURO ROYALTY TRUST 28110 18135 KINDOR MORGAN 76359 80660 GOLDMAN SACHS N-11 250000 229529 WINGATE AFFILIATES III, L.P. FMV 313 313 ENERGY TRANSFER PARTNERS FMV 8629 28625 NUSTAR ENERGY FMV 13190 25495 TC PIPELINES FMV 16302 48430 QR ENERGY FMV 40337 51360 PLAINS ALL AMERICAN FMV 24259 51770 WILLIAMS PARTNERS FMV 46519 50860 CONTRIBUTIONS PASSED THROUGH FROM NUSTAR 18 18 0 SUBSTITUTE PAYMENTS IN LIEU OF DIVIDENDS 525 525 525 ROYALTY INCOME FROM PASS THROUGH 36 36 36 UNREALIZED GAIN/LOSS ON PARTNERSHIP INVESTMENTS 220298 FOREIGN TAX PAID ON IVESTMENTS 280 280 0