2013-05-10T17:03:42-05:00 2012-12-31 SANDRA L KESTERSON CPA 409 SIR TORIN LANE LEWISVILLE TX 75056 990PF 2012-01-01 752217565 HEGI FAMILY FOUNDATION HEGI 2147201313 4805 ST JOHNS DR DALLAS TX 75205 FREDERICK B HEGI JR 2147201313 2013-05-08 1 SANDRA L KESTERSON CPA P01384896 9723936907 X 2012 2016-02-24 21:20:13Z X 5279139 X 1030000 12670 12670 11960 11960 5234 5234 5234 1059864 29864 0 0 0 3200 1600 1600 202 202 0 1314 214 0 128 64 64 17797 20 0 22641 2100 1664 354721 354721 377362 2100 356385 682502 27764 1 3993680 4691002 4691002 556967 636297 409571 162930 148006 178566 4713578 5475305 5279139 0 0 X 0 0 0 0 4713578 5475305 4713578 5475305 4713578 5475305 4713578 682502 79225 5475305 0 5475305 WINGATE AFFILIATES III P 2002-08-28 2012-09-30 5234 5234 5234 5234 1 555 0 555 0 555 2386 2386 1831 1831 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 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 5.00 0 0 0 MARGIE A HEGI 4805 ST JOHNS DR DALLAS TX 75205 5.00 0 0 0 LOUISE BACKA 750 N ST PAUL SUITE 1200 DALLAS TX 75201 5.00 0 0 0 NONE 0 NONE 0 0 575957 3985899 0 4561856 0 0 4561856 68428 4493428 224671 224671 555 555 224116 0 224116 0 224116 356385 0 356385 0 356385 224116 37734 0 0 356385 37734 0 0 224116 94535 0 0 94535 0 0 0 0 0 0 0 94535 94535 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 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 9000 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 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 MEDICAL CENTER 1935 MEDICAL DISTRICT DRIVE DALLAS TX 75205 N/A PUBLIC MEDICAL RESEARCH AND PROGRAMS FOR CHILDREN 5000 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 5000 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 8000 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 5000 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 201100 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 1000 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 5000 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 2500 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 8750 JUNE JONES FOUNDATION PO BOX 750315 DALLAS TX 75275 N/A PUBLIC COMMUNITY NEEDS AND PROGRAMS 10000 JUNIOR ACHIEVEMENT 1201 EXECUTIVE DRIVE RICHARDSON TX 75081 N/A PUBLIC PROGRAMS FOR YOUTH 1000 KKG FOUNDATION 6115 ABERDEEN DALLAS TX 75230 N/A PUBLIC COMMUNITY NEEDS AND EDUCATIONAL PROGRAMS 1250 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 1000 METHODIST HEALTH SYSTEM FOUNDATION 1441 N BECKLEY AVE DALLAS TX 75203 N/A PUBLIC MEDICAL RESEARCH AND PROGRAMS FOR PATIENTS 10000 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 1480 PITTSBURGH THEOLOGICAL SEMINARY 616 NORTH HIGHLAND AVE PITTSBURGE PA 15206 N/A PUBLIC EDUCATION AND COMMUNITY NEEDS 2500 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 5000 SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 N/A PUBLIC PROGRAMS FOR THE ELDERLY 2500 SOUTHERN METHODIST UNIVERSITY PO BOX 750403 DALLAS TX 75275 N/A PUBLIC EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS 21616 STEWPOT ALLIANCE 4516 LOVERS LANE 229 DALLAS TX 75225 N/A PUBLIC PROGRAMS FOR THE HOMELESS 10000 TEXAS DISCOVERY GARDENS PO BOX 15237 DALLAS TX 73215 N/A PUBLIC CONSERVATION PROGRAMS 1000 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 13500 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 1000 UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 N/A PUBLIC MEDICAL RESEARCH AND PATIENT PROGRAMS 1000 VICKERY MEADOW LEARNING CENTER 6329 RIDGECREST RD DALLAS TX 75205 N/A PUBLIC EDUCATION AND PROGRAMS FOR YOUTH 1250 VOLUNTEER CENTER OF NORTH TEXAS 2800 LIVE OAK STREET DALLAS TX 75204 N/A PUBLIC COMMUNITY NEEDS 1000 YMCA OF METRO DALLAS 1621 W WALNUT HILL LANE IRVING TX 75038 N/A PUBLIC PROGRAMS AND ACTIVITIES FOR CHILDREN AND THE COMMUNITY 250 354721 0 14 12670 14 11960 18 5234 0 29864 0 29864 0 0 0 0 0 0 0 0 0 0 X X 1 FREDERICK B HEGI JR 750 N ST PAUL SUITE 1200 DALLAS TX 75201 1030000 X ACCOUNTING FEES 3200 1600 1600 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 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 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 UNREALIZED GAIN/LOSS ON PARTNERSHIP INVESTMENTS 79225 FREDERICK B HEGI JR 4805 ST JOHNS DR DALLAS TX 75205 FEDERAL INCOME TAX 1100 0 0 FOREIGN TAX PAID ON IVESTMENTS 214 214 0