2026-05-27T09:26:30-05:00 2025-12-31 881114093 SANDRA L GRUNEWALD PLLC 1785 TX-26 SUITE 200 GRAPEVINE TX 76051 990PF 2025-01-01 752217565 HEGI FAMILY FOUNDATION HEGI 2145201308 4805 ST JOHNS DRIVE DALLAS TX 75205 FREDERICK B HEGI JR PRESIDENT 2147201313 2026-05-27 1 SANDRA GRUNEWALD P01384896 9723936907 2026-05-22 X 2025 2025-03-06 01:10:19Z X 4178573 X X 12676 12676 126963 126963 44837 44850 44850 1847 1847 186323 186336 0 0 0 4625 2313 2312 14440 7220 7220 18 18 0 1384 1384 0 80 40 40 11860 11839 21 32407 22814 9593 300400 300400 332807 22814 309993 -146484 163522 1079557 104104 104104 2132177 2981497 3732710 200039 183168 341759 3411773 3268769 4178573 0 0 X 0 0 0 0 3411773 3268769 3411773 3268769 3411773 3268769 3411773 -146484 3480 3268769 0 3268769 PLAINS ALL AMERICAN PIPELINES P 2020-01-01 2025-10-09 5 5 5 SUNOCO LP P 2020-01-01 2025-10-09 0 0 PUT/SPY P 2025-02-10 2025-02-28 226 226 226 CAPITAL GAINS DIVIDENDS P 44619 44619 44619 44850 2273 0 2273 0 2273 6708 0 6750 0 13458 0 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BE USED NONE NONE 29 ACRES 3000 MOSELEY ROAD CROSS ROADS TX 76277 N/A PC PROGRAMS SUPPORTING PEOPLE WITH AUTISM 1500 ACT JUSTICE PO BOX 225225 DALLAS TX 75222 N/A PC NEIGHBORHOOD SAFETY PROGRAMS, BRINGING PEACE TO AREAS TORMENTED BY CRIME 5000 AMERICAN HUMANE SOCIETY 1400 16TH STREET NW SUITE 360 WASHINGTON DC 20036 N/A PC PROGRAMS FOR ABUSED AND HOMELESS PETS 6000 AT&T PERFORMING ARTS CENTER 700 NORTH PEARL STREET DALALS TX 75201 N/A PC ART PROGRAMS, COMMUNITY PROGRAMS, LIVE PRODUCTIONS, SUPPORT FOR ARTISTS 15000 CAMP JOHN MARC 4925 GREENVILLE AVE SUITE 400 DALLAS TX 75206 N/A PC CAMP PROGRAMS FOR YOUTH 1000 CHIK LIT 7950 ELMBROOK DR DALLAS TX 75247 N/A PC PROVIDE URGENT NEEDS OF ABUSED AND NEGLECTED CHILDREN IN DALLAS COUNTY 5000 CLASSEN MONTESSORI SCHOOL 2323 CLASSEN BLVD NORMAN OK 73072 N/A PC SCHOLARSHIP FUND 500 CRYSTAL CHARITY BALL 3838 OAK LAWN AVE SUITE 700 DALLAS TX 75219 N/A PC PROGRAMS BENEFITING CHILDREN AND CHILDREN'S CHARITIES 60000 DALLAS ARBORETUM 8525 GARLAND RD DALLAS TX 75218 N/A PC ENRICHING AND PRESERVING THE BEAUTY OF THE COMMUNITY 3500 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 WOMENS CLUB 7000 PARK LANE DALLAS TX 75225 N/A PC PROGRAMS TO ENHANCE THE LIVES OF OTHERS IN OUR LOCAL COMMUNITIES 16600 DWC FOUNDATION 7000 PARK LANE DALLAS TX 75225 N/A PC SCHOLARSHIP FUND 500 EQUEST WOMEN'S AUXILLARY 811 PEMBERTON HILL ROAD 4 DALLAS TX 75217 N/A PC PROGRAMS SUPPORTING THE HUMAN/HORSE CONNECTION 2500 FIRST PRESBYTERIAN CHURCH 1835 YOUNG STREET DALLAS TX 75201 N/A PC COMMUNITY PROGRAMS FOR FAMILIES 500 GENESIS WOMEN'S SHELTER 2023 LUCAS DR DALLAS TX 75219 N/A PC SAFE COMMUNITIES FOR ABUSED WOMEN 2500 GEORGE W BUSH PRESIDENTIAL CENTER 2943 SMU BOULEVARD DALLAS TX 75205 N/A PC ADVANCING AND SUPPORTING THE VALUES OF FREEDOM, OPPORTUNITY, ACCOUNTABILITY, COMPASSION 10000 GOODWILL INDUSTRIES OF DALLAS 3020 N WESTMORELAND RD DALLAS TX 75212 N/A PC PROGRAMS TO HELP PEOPLE WITH BARRIES TO EMPLOYMENT RECOGNIZE AND REACH THEIR FULL POTENTIAL 15000 HADLEY HANNA FUNDERAL RECEPTION AND MEMORIAL FUND 4069 PURDUE AVE DALLAS TX 75225 N/A PC FUNERAL EXPENSES FOR VICTIM OF CAMP MYSTIC TEXAS FLOOD DISASTER 5000 HIGHLAND PARK EDUCATION FOUNDATION 4228 N CENTRAL EXPRESSWAY 320 DALLAS TX 75206 N/A PC ENHANCE EDUCTION PROGRAMS AND SUPPORT FOR THE COMMUNITY 10000 KAPPA KAPPA GAMMA FOUNDATION 6115 ABERDEEN DALLAS TX 75230 N/A PC COMMUNITY SUPPORT AND OUTREACH 500 KERSHAW'S CHALLENGE 5949 SHERRY LANE SUITE 1110 DALLAS TX 75230 N/A PC PROGRAMS FOR AT-RISK CHILDREN AND NEIGHBORHOODS 15000 LA FIESTADE LAS SEIS BANDERAS 3419 WESTMINSTER DALLAS TX 75206 N/A PC EDUCATION OF CHILDREN IN MULTIPLE CAPACITIES INCLUDING ARTS ANS SCIENCES 4000 MBANK ATHLETICS 18274 SHORES DRIVE KEMP TX 75143 N/A PC BATTING CAGE PROJECT 5000 MOODY FAMILY YMCA 6000 PRESTON RD DALLAS TX 75205 N/A PC YOUTH PROGRAMS AND DAYCARE 250 PI PHI STYLE SHOW 8301 HARRY HINES BOULEVARD DALLAS TX 75235 N/A PC READING PROGRAMS, SCHOLORSHIP FUND, COMMUNITY INVOLVEMENT 15000 REVIVE TEXAS MINISTRIES 1605 TEAL TRAIL CEDAR PARK TX 78613 N/A PC REACHING COLLEGE STUDENTS FOR CHRIST 5000 SAINT MICHAEL AND ALL ANGELS EPISCOPAL CHURCH 8011 DOUGLAS AVENUE DALLAS TX 75225 N/A PC CHURCH AND COMMUNITY PROGRAMS FOR ALL 1000 SALESMANSHIP CLUB CHARITABLE GOLF OF DALLAS 106 E 10TH ST SUITE 200 DALLAS TX 75275 N/A PC MENTAL HEALTH SERVICES, PARENTING COMMUNITY SUPPORT. 10000 SOUTHERN METHODIST UNIVERSITY PO BOX 750403 DALLAS TX 75275 N/A PC EDUCATIONAL PROGRAMS, ATHLETIC PROGRAMS, SCHOLARSHIPS, COMMUNITY NEEDS 16550 SOUTHWESTERN MEDICAL FOUNDATION 3889 MAPLE AVE SUITE 100 DALLAS TX 75219 N/A PC BUILDING A SUSTAINABLE FUNDING SOURCE FOR INNOVATIVE RESEARCH, BEST-IN-CLASS MEDICAL EDUCATION, HIGHEST STANDARD OF CARE 5000 THE DALLAS FOUNDATION PO BOX 650823 DALLAS TX 75265 N/A PC SUPPORT LOCAL ORGANIZATIONS FOR EARLY LEARNING, MATERNAL HEALTH AND FAMILY STABILITY 15000 THE LEUKEMIA & LYMPHOMA SOCIETY 11700 PRESTON RD STE 133 DALLAS TX 75230 N/A PC LEADER IN CREATING A WORLD WITHOUT BLOOD CANCER 2500 THE SALVATION ARMY 5554 HARRY HINES BLVD DALLAS TX 75235 N/A PC PROGRAMS FOR THE HOMELESS, REHABILITATION 5000 THE SENIOR SOURCE 3910 HARRY HINES BLVD DALLAS TX 75219 N/A PC PROGRAMS FOR THE ELDERLY 25000 THE STEWPOT ALLIANCE 1835 YOUNG STREET DALLAS TX 75201 N/A PC SERVING UNHOUSED AND AT-RISK PEOPLE IN DALLAS 5500 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PC RESEARCH, NEW TECHNOLOGY, SCHOOL OF BUSINESS, SCHOLARSHIPS 2000 USA JUNIOR WOMEN'S NATIONAL HANDBALL TEAM 1 OLYMPIC PLAZA COLORADO SPRINGS CO 80909 N/A PC SUPPORT NATIONAL TEAM ATHLETES AND TRAINING PROGRAMS 1000 UT SOUTHWESTERN 5323 HARRY HINES BLVD DALLAS TX 75390 N/A PC OFFER RESOURCES TO HELP PATIENTS PREPARE FOR THEIR VISIT, ASSIST WHILE THEY ARE IN THE HOSPITAL OR CLINIC, SUPPORT AFTER DISCHARGE 1000 300400 0 14 12676 14 126963 01 1847 18 44837 0 186323 0 186323 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4625 2313 2312 ENERGY TRANSFER LP 2020-01 PURCHASED 2025-10 6 COST 0 -6 PLAINS ALL AMERICAN PIPELINES 2020-01 PURCHASED 2025-10 7 COST 0 -7 GOLDMAN SACHS CORP CREDIT 183168 341759 AEROVOX 13 0 BANK OF AMERICA 280098 617760 CMB TECH 27846 5501 COMERICA BANK 135125 173680 ENBRIDGE 51220 94129 ENDURO ROYALTY TRUST 28100 2700 GOLDMAN SACHS STRATEGIC 1460869 1509604 KINDER MORGAN STOCK 91086 60286 MERCK & CO 67560 210520 ORGANON 3180 1424 PROLOGIS TRUST 7858 34851 SOUTH BOW CORP 2754 3846 SPDR INDEX 754083 902180 TC ENERGY CORP 30601 38507 WILLIAMS COMPANIES 41104 77722 CONTRIBUTIONS PASSED THROUGH FROM PARTNERSHIPS 21 0 21 OTHER EXPENSES 11839 11839 0 ENERGY TRANSFER PARTNERS 702 702 702 NUSTAR ENERGY LP 71 71 71 PLAINS ALL AMERICAN LP 497 497 497 ROYALTY INCOME 147 147 147 SUNOCO LP 430 430 430 TAX BASIS ADJUSTMENT MLPS 3480 ADMINISTRATIVE FEES 14440 7220 7220 FOREIGN TAX 1384 1384 0