HEGI FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEGI FAMILY FOUNDATION (EIN 75-2217565)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201321309349100547
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T17:03:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA L KESTERSON CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 SIR TORIN LANE | AddressLine1 |
| City | LEWISVILLE | City |
| State | TX | State |
| ZIP Code | 75056 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752217565 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEGI FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEGI | NameControl |
| Phone | 2147201313 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4805 ST JOHNS DR | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75205 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK B HEGI JR | Name |
| Title | PRESIDENT | Title |
| Phone | 2147201313 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANDRA L KESTERSON CPA | Name |
| PTIN | P01384896 | PTIN |
| Phone | 9723936907 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5279139 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1030000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12670 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12670 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 11960 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11960 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5234 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5234 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5234 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1059864 | TotalRevenueAndExpenses |
| Total Net Investment Income | 29864 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1600 | AccountingFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 202 | InterestRevAndExpnss |
| Interest Net Invst Incm | 202 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1314 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 214 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 128 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 64 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 64 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 17797 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 20 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22641 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2100 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1664 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 354721 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 354721 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 377362 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2100 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 356385 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 682502 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 27764 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Savings And Temp Cash Invst BOY | 3993680 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4691002 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4691002 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 556967 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 636297 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 409571 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 162930 | InvestmentsOtherBOY |
| Investments Other EOY | 148006 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 178566 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4713578 | TotalAssetsBOY |
| Total Assets EOY | 5475305 | TotalAssetsEOY |
| Total Assets EOYFMV | 5279139 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4713578 | RetainedEarningsBOY |
| Retained Earnings EOY | 5475305 | RetainedEarningsEOY |
| Total Net Assets BOY | 4713578 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5475305 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4713578 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5475305 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4713578 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 682502 | ExcessOfRevenueOverExpenses |
| Other Increases | 79225 | OtherIncreases |
| Subtotal | 5475305 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5475305 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | WINGATE AFFILIATES III | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2002-08-28 | DateAcquired |
| Date Sold | 2012-09-30 | DateSold |
| Gross Sales Price | 5234 | GrossSalesPrice |
| Gain Or Loss | 5234 | GainOrLoss |
| Gains Minus Excess Or Losses | 5234 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5234 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 555 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 555 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 555 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2386 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2386 | TotalCreditsAndPayments |
| Overpayment | 1831 | Overpayment |
| Amount Credited To Next Year | 1831 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISE BACKA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2147201313 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 N ST PAUL SUITE 1200 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 575957 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3985899 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4561856 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4561856 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 68428 | CashDeemedCharitable |
| Net Noncharitable Assets | 4493428 | NetNoncharitableAssets |
| Minimum Investment Return | 224671 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 224671 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 555 | TaxBasedOnInvestmentIncome |
| Total Tax | 555 | TotalTax |
| Distributable Amount Before Adj | 224116 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 224116 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 224116 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 356385 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 356385 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 356385 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 224116 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 37734 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 356385 | QualifyingDistributions |
| Applied To Year1 | 37734 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 224116 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 94535 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 94535 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 94535 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 94535 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK B HEGI JR | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FREDERICK B HEGI JR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 NORTH ST PAUL SUITE 1200 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2147201313 | RecipientPhoneNumber |
| Recipient Email Address | FREDHEGI@WINGATEPARTNERS.COM | RecipientEmailAddress |
| Form And Info And Materials | WRITTEN REQUEST INCLUDING HOW FUNDS WILL BE USED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (51 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 3429 EXECUTIVE CENTER 100 | AUSTIN | TX | 78731 | N/A | PUBLIC | MEDICAL RESEARCH AND SUPPORT FOR ALZHEIMER'S PATIENTS | $200 |
| AMERICAN HEART ASSOCIATION | |||||||
| 717 N HARWOOD 3100 | DALLAS | TX | 75201 | N/A | PUBLIC | MEDICAL RESEARCH AND SUPPORT FOR HEART HEALTH | $250 |
| ARTISTS FOR COMMUNITY TRANSFORMATION | |||||||
| PO BOX 1966 | BRENTWOOD | TX | 77024 | N/A | PUBLIC | COMMUNITY NEEDS AND PROGRAMS | $300 |
| AT & T PERFOMRING ARTS CENTER | |||||||
| 2100 ROSS AVE 650 | DALLAS | TX | 75201 | N/A | PUBLIC | PERFORMING ARTS PROGRAMS | $9,000 |
| BRADFIELD ELEMENTARY PTA | |||||||
| 4300 SOUTHERN AVE | DALLAS | TX | 75205 | N/A | PUBLIC | PROGRAMS FOR SCHOOL AND STUDENTS | $525 |
| CAMP COUNTRY LAD | |||||||
| 24 UNION B ROAD | MONTEREY | TN | 38574 | N/A | PUBLIC | PROGRAMS FOR YOUTH | $200 |
| CAMP JOHN MARC | |||||||
| 2824 SWISS AVENUE | DALLAS | TX | 75204 | N/A | PUBLIC | SPECIAL CAMPS FOR SPECIAL NEEDS CHILDREN | $1,000 |
| CATTLE BARON'S BALL | |||||||
| 30 HIGHLAND PARK VILLAGE 216 | DALLAS | TX | 75205 | N/A | PUBLIC | PROGRAMS FOR MEDICAL RESEARCH AND PATIENTS | $7,500 |
| CHILDREN'S MEDICAL CENTER | |||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 75205 | N/A | PUBLIC | MEDICAL RESEARCH AND PROGRAMS FOR CHILDREN | $5,000 |
| 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 |
| CONTACT CRISIS | |||||||
| PO BOX 800742 | DALLAS | TX | 75380 | N/A | PUBLIC | CRISIS PREVENTION AND HOTLINE SUPPORT | $5,000 |
| DALLAS ARBORETUM | |||||||
| 8617 GARLAND RD | DALLAS | TX | 78218 | N/A | PUBLIC | BOTANICAL AND NATURE PROGRAMS | $950 |
| DALLAS CHILDREN'S ADVOCACY CENTER | |||||||
| 3611 SWISS AVE | DALLAS | TX | 75208 | N/A | PUBLIC | PROGRAMS FOR ABUSED CHILDREN | $8,000 |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 211 N RECORD STREET | DALLAS | TX | 75201 | N/A | PUBLIC | EDUCATIONAL PROGRAMS AND EXHIBITS | $250 |
| DALLAS MUSEUM OF ART | |||||||
| 1717 NORTH HARWOOD | DALLAS | TX | 75201 | N/A | PUBLIC | COLLECTIONS, EXHIBITS, EDUCATION | $5,000 |
| EQUEST UNBRIDLED HOPE | |||||||
| PO BOX 2109 | WYLIE | TX | 75098 | N/A | PUBLIC | EDUCATION PROGRAMS FOR YOUTH | $250 |
| FIRST PRESBYTERIAN CHURCH OF DALLAS | |||||||
| 408 PARK AVENUE | DALLAS | TX | 75201 | N/A | PUBLIC | CHURCH PROGRAMS, COUNSELING SERVICES, YOUTH AND COMMUNITY PROGRAMS, HOMELESS PROGRAMS | $201,100 |
| FIRST PRESBYTERIAN CHURCH OF MIDLAND | |||||||
| 800 W TEXAS AVE | MIDLAND | TX | 79701 | N/A | PUBLIC | CHURCH AND COMMUNITY PROGRAMS | $250 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 1801 AVENUE J | TAHOKA | TX | 79373 | N/A | PUBLIC | CHURCH AND COMMUNITY PROGRAMS | $1,000 |
| GRAND CIRCLE FOUNDATION | |||||||
| 347 CONGRESS STREET | BOSTON | MA | 02210 | N/A | PUBLIC | PROGRAMS AND SERVICES FOR CHILDREN | $100 |
| HARVARD BUSINESS SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | EDUCATIONAL AND SCHOLARSHIP PROGRAMS | $5,000 |
| HIGH IMPACT LIFE MINISTRIES | |||||||
| 3419 WESTMINSTER 306 | DALLAS | TX | 75205 | N/A | PUBLIC | COMMUNITY PROGRAMS AND ACTIVITIES | $250 |
| HIGHLAND PARK HIGH SCHOOL | |||||||
| 4220 EMERSON | DALLAS | TX | 75035 | N/A | PUBLIC | EDUCATION AND SCHOOL PROGRAMS | $2,500 |
| 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 FOR THE HOMELESS | $8,750 |
| JUNE JONES FOUNDATION | |||||||
| PO BOX 750315 | DALLAS | TX | 75275 | N/A | PUBLIC | COMMUNITY NEEDS AND PROGRAMS | $10,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 1201 EXECUTIVE DRIVE | RICHARDSON | TX | 75081 | N/A | PUBLIC | PROGRAMS FOR YOUTH | $1,000 |
| KKG FOUNDATION | |||||||
| 6115 ABERDEEN | DALLAS | TX | 75230 | N/A | PUBLIC | COMMUNITY NEEDS AND EDUCATIONAL PROGRAMS | $1,250 |
| LYNN COUNTY EMS | |||||||
| 2600 LOCKWOOD | TAHOKA | TX | 79373 | N/A | PUBLIC | COMMUNITY PROGRAMS | $100 |
| LYNN COUNTY PIONEERS | |||||||
| 1800 SOUTH 3RD | TAHOKA | TX | 79373 | N/A | PUBLIC | EDUCATIONAL AND COMMUNITY PROGRAMS | $1,000 |
| METHODIST HEALTH SYSTEM FOUNDATION | |||||||
| 1441 N BECKLEY AVE | DALLAS | TX | 75203 | N/A | PUBLIC | MEDICAL RESEARCH AND PROGRAMS FOR PATIENTS | $10,000 |
| NASHER SCULPTURE CENTER | |||||||
| 2001 FLORA STREET | DALLAS | TX | 75201 | N/A | PUBLIC | EXHIBITS AND COMMUNITY PROGRAMS | $500 |
| NATURE CONSERVANCY OF TEXAS | |||||||
| 318 CONGRESS AVE | AUSTIN | TX | 78701 | N/A | PUBLIC | CONSERVATION OF RESOURCES | $500 |
| PEROT MUSEUM OF NATURE AND SCIENCE | |||||||
| 2201 N FIELD STREET | DALLAS | TX | 75202 | N/A | PUBLIC | EXHIBITS AND YOUTH PROGRAMS | $1,480 |
| PITTSBURGH THEOLOGICAL SEMINARY | |||||||
| 616 NORTH HIGHLAND AVE | PITTSBURGE | PA | 15206 | N/A | PUBLIC | EDUCATION AND COMMUNITY NEEDS | $2,500 |
| SALESMANSHIP CLUB | |||||||
| 106 EAST 10TH | DALLAS | TX | 75203 | N/A | PUBLIC | PROGRAMS FOR DISADVANTAGED YOUTH | $450 |
| SALVATION ARMY | |||||||
| 8787 N STEMMONS FWY 800 | DALLAS | TX | 75247 | N/A | PUBLIC | PROGRAMS FOR THE HOMELESS & UNEMPLOYED | $5,000 |
| SENIOR SOURCE | |||||||
| 3910 HARRY HINES BLVD | DALLAS | TX | 75219 | N/A | PUBLIC | PROGRAMS FOR THE ELDERLY | $2,500 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| PO BOX 750403 | DALLAS | TX | 75275 | N/A | PUBLIC | EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS | $21,616 |
| STEWPOT ALLIANCE | |||||||
| 4516 LOVERS LANE 229 | DALLAS | TX | 75225 | N/A | PUBLIC | PROGRAMS FOR THE HOMELESS | $10,000 |
| TEXAS DISCOVERY GARDENS | |||||||
| PO BOX 15237 | DALLAS | TX | 73215 | N/A | PUBLIC | CONSERVATION PROGRAMS | $1,000 |
| THE BRIDGE | |||||||
| 2816 SWISS AVE | DALLAS | TX | 75204 | N/A | PUBLIC | PROGRMAS FOR THE HOMELESS | $250 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | PUBLIC | RESEARCH, NEW TECHNOLOGY, SCHOOL OF BUSINESS, SCHOLARSHIPS | $13,500 |
| TRAINS OF NORTHPARK | |||||||
| 4707 BENGAL STREET | DALLAS | TX | 75235 | N/A | PUBLIC | EXHIBITS AND RESTORATION | $500 |
| TRINITY RIVER AUDUBON CENTER | |||||||
| 6500 GREAT TRINITY FOREST WAY | DALLAS | TX | 75217 | N/A | PUBLIC | CONSERVATION AND NATURE PROGRAMS | $500 |
| UNIVERSITY PARK PUBLIC LIBRARY | |||||||
| 3419 WESTMINSTER 335 | DALLAS | TX | 75205 | N/A | PUBLIC | EDUCATION AND LIBRARY PROGRAMS | $1,000 |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | N/A | PUBLIC | MEDICAL RESEARCH AND PATIENT PROGRAMS | $1,000 |
| VICKERY MEADOW LEARNING CENTER | |||||||
| 6329 RIDGECREST RD | DALLAS | TX | 75205 | N/A | PUBLIC | EDUCATION AND PROGRAMS FOR YOUTH | $1,250 |
| VOLUNTEER CENTER OF NORTH TEXAS | |||||||
| 2800 LIVE OAK STREET | DALLAS | TX | 75204 | N/A | PUBLIC | COMMUNITY NEEDS | $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) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 354721 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,670 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,960 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,234 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $29,864 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 29864 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | FREDERICK B HEGI JR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 N ST PAUL SUITE 1200 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1030000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,200 | Amount |
| Net Investment Income | 1600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1600 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AEROVOX | 13 | 0 |
| PROLOGIS TRUST | 7858 | 9952 |
| COMERICA BANK | 135125 | 60680 |
| BANK OF AMERICA | 280098 | 130404 |
| UNITED STATIONERS | 13438 | 30990 |
| KNIGHTSBRIDGE TANKERS | 52875 | 15750 |
| MERCK & CO | 67560 | 81880 |
| SPECTRA ENERGY | 51220 | 54760 |
| ENDURO ROYALTY TRUST | 28110 | 25155 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| WINGATE AFFILIATES III, L.P. | AT COST | 521 | 521 |
| ENERGY TRANSFER PARTNERS | FMV | 13768 | 21465 |
| NUSTAR ENERGY | FMV | 21332 | 21240 |
| TC PIPELINES | FMV | 26210 | 40360 |
| QR ENERGY | FMV | 56575 | 49740 |
| PLAINS ALL AMERICAN | FMV | 29600 | 45240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| CONTRIBUTIONS PASSED THROUGH FROM NUSTAR | 20 | 20 | 0 |
| LOSS PASSED THROUGH FROM PARTNERSHIP INVESTMENTS | 6947 | 0 | 0 |
| UNRELATED BUSINESS INCOME PASSED THROUGH FROM PATNERSHIP INVESTMENTS | 10830 | 0 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS ON PARTNERSHIP INVESTMENTS | Description |
| Amount | $79,225 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | FREDERICK B HEGI JR | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4805 ST JOHNS DR | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75205 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL INCOME TAX | $1,100 | 0 | 0 |
| FOREIGN TAX PAID ON IVESTMENTS | $214 | 214 | 0 |
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