Hegi Family Foundation

Dallas, TX
Tax-exempt since June 1988
EIN: 75-2217565

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$487k (2024)

Expenses

$280k (2024)

Total Assets

$3.41M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$487,373

Expenses

$280,230

Net Income

$207,143

Net Assets

$3,411,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,464	0.9%
Dividends	$132,530	27.2%
Sales of Assets	$348,499	71.5%
Other Income	$1,880	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,327	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,411,773
Total Liabilities	$0
Net Assets	$3,411,773

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$125,827

Expenses

$273,074

Net Income

-$147,247

Net Assets

$3,199,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$929	0.7%
Dividends	$106,218	84.4%
Sales of Assets	$14,963	11.9%
Other Income	$3,717	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,396	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,199,084
Total Liabilities	$0
Net Assets	$3,199,084

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$123,723

Expenses

$277,374

Net Income

-$153,651

Net Assets

$3,303,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,202	1.0%
Dividends	$81,684	66.0%
Sales of Assets	$38,447	31.1%
Other Income	$2,390	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,821	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,303,635
Total Liabilities	$0
Net Assets	$3,303,635

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2021

Revenue

$261,979

Expenses

$552,467

Net Income

-$290,488

Net Assets

$3,450,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,512	1.0%
Dividends	$126,293	48.2%
Sales of Assets	$131,732	50.3%
Other Income	$1,442	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$545,687	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,450,548
Total Liabilities	$0
Net Assets	$3,450,548

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on May 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$145,036

Expenses

$353,617

Net Income

-$208,581

Net Assets

$3,701,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,850	6.8%
Dividends	$69,239	47.7%
Sales of Assets	$64,603	44.5%
Other Income	$1,344	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,108	97.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,701,056
Total Liabilities	$1
Net Assets	$3,701,055

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on Aug. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$112,794

Expenses

$439,407

Net Income

-$326,613

Net Assets

$3,904,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,396	24.3%
Dividends	$85,859	76.1%
Sales of Assets	$0
Other Income	$815	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$430,712	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,904,882
Total Liabilities	$1
Net Assets	$3,904,881

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on April 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$147,704

Expenses

$348,765

Net Income

-$201,061

Net Assets

$4,226,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,203	18.4%
Dividends	$117,254	79.4%
Sales of Assets	$254	0.2%
Other Income	$2,993	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$316,622	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,226,004
Total Liabilities	$0
Net Assets	$4,226,004

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on May 20, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$85,827

Expenses

$277,683

Net Income

-$191,856

Net Assets

$4,395,946

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,696	24.1%
Dividends	$60,398	70.4%
Sales of Assets	$927	1.1%
Other Income	$3,806	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,353	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,395,946
Total Liabilities	$0
Net Assets	$4,395,946

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on June 4, 2018

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

-$28,711

Expenses

$269,843

Net Income

-$298,554

Net Assets

$4,583,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,075
Dividends	$27,331
Sales of Assets	-$77,119
Other Income	$1,002

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$255,390	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,583,600
Total Liabilities	$0
Net Assets	$4,583,600

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on May 23, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$40,705

Expenses

$282,409

Net Income

-$241,704

Net Assets

$5,015,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,450	40.4%
Dividends	$20,024	49.2%
Sales of Assets	$375	0.9%
Other Income	$3,856	9.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$267,131	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,015,019
Total Liabilities	$0
Net Assets	$5,015,019

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$62,844

Expenses

$245,355

Net Income

-$182,511

Net Assets

$5,142,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,721	28.2%
Dividends	$17,042	27.1%
Sales of Assets	$26,752	42.6%
Other Income	$1,329	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,956	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,142,404
Total Liabilities	$0
Net Assets	$5,142,404

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on May 27, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$44,058

Expenses

$155,408

Net Income

-$111,350

Net Assets

$5,584,253

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,936	47.5%
Dividends	$16,688	37.9%
Sales of Assets	$5,873	13.3%
Other Income	$561	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,157	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,584,253
Total Liabilities	$0
Net Assets	$5,584,253

Compensation

Key Employees and Officers	Compensation	Other
Frederick B Hegi Jr (President)	$0	$0
Margie A Hegi (Vice President)	$0	$0
Louise Backa (Secr/Treas)	$0	$0

990-PF

Filed on June 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$1,059,864

Expenses

$377,362

Net Income

$682,502

Net Assets

$5,475,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,030,000	97.2%
Interest Revenue	$12,670	1.2%
Dividends	$11,960	1.1%
Sales of Assets	$5,234	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$356,385	94.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,475,305
Total Liabilities	$1
Net Assets	$5,475,304

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$71,897

Expenses

$190,898

Net Income

-$119,001

Net Assets

$4,713,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,652	16.2%
Dividends	$13,735	19.1%
Sales of Assets	$57,463	79.9%
Other Income	-$10,953

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,344	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,713,578
Total Liabilities	$0
Net Assets	$4,713,578

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Hegi Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $487k (2024)

Expenses $280k (2024)

Total Assets $3.41M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$487k (2024)

Expenses

$280k (2024)

Total Assets

$3.41M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
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2017

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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