2024-05-09T13:00:11-05:00 2023-12-31 881114093 SANDRA L GRUNEWALD PLLC 8421 CROSSWIND DR FORT WORTH TX 76179 990PF 2023-01-01 752217565 HEGI FAMILY FOUNDATION HEGI 2147201313 4805 ST JOHNS DRIVE DALLAS TX 75205 FREDERICK B HEGI JR PRESIDENT 2147201313 2024-05-09 1 FREDERICK HEGI JR 999009999 0 SANDRA L GRUNEWALD P01384896 9723936907 2024-05-08 X 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3688121 X X 929 929 106218 106218 14963 14963 14963 3717 3717 125827 125827 0 0 0 4375 2188 2187 526 526 0 1945 1945 0 80 0 80 8043 8019 24 14969 12678 2291 258105 258105 273074 12678 260396 -147247 113149 27512 16060 16060 3043050 2966091 3308766 232592 216803 325557 481 130 37738 3303635 3199084 3688121 0 0 X 0 0 0 0 3303635 3199084 3303635 3199084 3303635 3199084 3303635 -147247 42696 3199084 0 3199084 CAPITAL GAINS DIVIDENDS P 14963 14963 14963 14963 1573 0 1573 0 1573 2468 0 0 0 2468 0 895 895 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 1000 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 1000 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 1000 DALLAS TX 75201 SECR/TREAS 5.00 0 0 0 NONE 0 NONE 0 0 3536994 21071 0 3558065 0 0 3558065 53371 3504694 175235 175235 1573 1573 173662 0 173662 0 173662 260396 0 260396 173662 0 0 94166 218554 152824 344513 73648 883705 260396 0 0 0 173662 86734 0 0 970439 0 0 0 0 0 0 94166 876273 218554 152824 344513 73648 86734 FREDERICK B HEGI JR FREDERICK B HEGI JR 750 NORTH ST PAUL SUITE 1000 DALLAS TX 75201 2147201313 FREDHEGI@WINGATEPARTNERS.COM WRITTEN REQUEST INCLUDING HOW FUNDS WILL BE USED NONE NONE ACT JUSTICE PO BOX 225225 DALLAS TX 75222 N/A PC NEIGHBORHOOD SAFETY PROGRAMS 40000 AT&T PERFORMING ARTS CENTER 700 NORTH PEARL STREET DALALS TX 75201 N/A PC ART PROGRAMS, COMMUNITY PROGRAMS, LIVE PRODUCTIONS 2400 CITZENS FOR ANIMAL PROTECTION 17555 KATY FREEWAY HOUSTON TX 77904 N/A PC PET VACCINATIONS AND SERVICES 500 COMMUNITY PARTNERS OF DALLAS 1215 SKILES ST DALLAS TX 75204 N/A PC PROGRAMS FOR ABUSED AND NEGLECTED CHILDREN 3500 CRYSTAL CHARITY BALL 3838 OAK LAWN AVE SUITE 700 DALLAS TX 75219 N/A PC PROGRAMS BENEFITING CHILDREN AND CHILDREN'S CHARITIES 50000 DALLAS HISTORY MAKERS PO BOX 150038 DALLAS TX 75315 N/A PC PRESERVE AND ELEVATE THE CULTURAL EQUITY OF THE AFRICAN AMERICAN COMMUNITY 2500 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 5000 DALLAS THEOLOGICAL SEMINARY 3909 SWISS AVE DALLAS TX 75204 N/A PC TUITION SCHOLARSHIPS 250 DALLAS WOMAN'S AUXILIARY PO BOS 171779 DALLAS TX 75217 N/A PC COMMUNITY OUTREACH AND SUPPORT 2500 FRIENDS OF THE DALLAS ARBORETUM 8525 GARLAND RD DALLAS TX 75218 N/A PC PRESERVATION OF GARDENS 4000 GABRIELS LIGHT PO BOX 1234 CHICAGO IL 60614 N/A PC SUICIDE PREVENTION PROGRAMS 500 HIGHLAND PARK EDUCATION FOUNDATION 4220 EMERSON AVE DALLAS TX 75205 N/A PC TEACHER AND STAFF SALARIES, SCHOLARSHIPS 10500 INTERFAITH FAMILY SERVICES 5600 ROSS AVENUE DALLAS TX 75206 N/A PC SERVICES AND PROGRAMS FOR THE HOMELESS 13250 KAPPA KAPPA GAMMA FOUNDATION 6115 ABERDEEN DALLAS TX 75230 N/A PC COMMUNITY SUPPORT AND OUTREACH 500 KERA 3000 HARRY HINES BLVD DALLAS TX 75205 N/A PC PUBLIC RADIO PROGRAMS 120 KERSHAW'S CHALLENGE 5949 SHERRY LANE SUITE 1110 DALLAS TX 75230 N/A PC PROGRAMS FOR AT-RISK CHILDREN AND NEIGHBORHOODS 10000 KIDNEY TEXAS INC 8215 WESTCHESTER DRIVE SUITE 314B DALLAS TX 77230 N/A PC RESEARCH TO IMPROVE TREATMENT FOR KIDNEY DISEASE 3000 MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 75225 N/A PC RESEARCH, PROGRAMS FOR CANCER PATIENTS AND SUPPORT FOR FAMILIES 1000 MORNING STAR FAMILY FOUNDATION 3628 BEVERLY DRIVE DALLAS TX 75205 N/A PC PATIENT CARE, EDUCATION AND RESEARCH 1000 NASHER SCULPTURE CENTER 2001 FLORA STREET DALLAS TX 75201 N/A PC ART PRESERVATION 85 PARK CITIES HISTORIC AND PRESERVATION 25 HIGHLAND PARK VILLAGE DALLAS TX 75205 N/A PC SCHOLARSHIPS, LANDMARK PRESERVATION 250 SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 N/A PC PROGRAMS FOR THE ELDERLY 25000 SNOWBOARDERS AND SKIERS FOR CHRIST PO BOX 2082 DILLON CO 80435 N/A PC YOUTH PROGRAMS 2500 SOUTHERN METHODIST UNIVERSITY PO BOX 750403 DALLAS TX 75275 N/A PC EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS 10500 THE SALVATION ARMY 5554 HARRY HINES BLVD DALLAS TX 75235 N/A PC PROGRAMS FOR THE HOMELESS, REHABILITATION 60000 THE TWELFTH STEP MINISTRY 5324 WEST NORTHWEST HIGHWAY DALLAS TX 75220 N/A PC PROVIDE HOPE, HELP, SUPPORT AND TREATMENT TO THE RECOVERY COMMUNITY 5000 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PC RESEARCH, NEW TECHNOLOGY, SCHOOL OF BUSINESS, SCHOLARSHIPS 3000 YMCA OF METROPOLITAN DALLAS 1621 W WALNUT HILL LANE DALLAS TX 75205 N/A PC YOUTH PROGRAMS AND DAYCARE 250 258105 0 14 929 14 106218 01 3717 14 14963 0 125827 0 125827 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4375 2188 2187 GOLDMAN SACHS CORP CREDIT 216803 325557 AEROVOX 13 0 BANK OF AMERICA 280098 378181 COMERICA BANK 135125 111620 ENBRIDGE 51220 70887 ENDURO ROYALTY TRUST 28100 2160 GOLDEN OCEAN GROUP 52875 5856 GOLDMAN SACHS ENHANCED 592424 716481 GOLDMAN SACHS STRATEGIC 1300051 1328143 GOLDMAN SACHS TACTICAL 284796 327040 KINDER MORGAN STOCK 91086 38685 MERCK & CO 67560 218040 ORGANON 3180 2884 PROLOGIS TRUST 7858 36391 TC ENERGY CORP 30601 27363 WILLIAMS COMPANIES 41104 45035 ENERGY TRANSFER PARTNERS FMV 0 13248 NUSTAR ENERGY FMV 0 9340 PLAINS ALL AMERICAN FMV 130 15150 CONTRIBUTIONS PASSED THROUGH FROM PARTNERSHIPS 24 0 24 GS STRATEGIC FACTOR ALLOCATION FUND 8019 8019 0 ROYALTY INCOME 526 526 526 NUSTAR ENERGY LP 541 541 541 PLAINS ALL AMERICAN LP 888 888 888 ENERGY TRANSFER PARTNERS 1762 1762 1762 TAX BASIS ADJUSTMENT TO INVESTMENTS 42696 FOREIGN TAX 1945 1945 0