2024-11-12T08:46:19-06:00 2023-12-31 752147296 GOLLOB MORGAN PEDDY PC 1001 ESE LOOP 323 STE 300 TYLER TX 75701 990PF 2023-01-01 383853974 CABE LEGACY FOUNDATION CABE 2145305807 11700 PRESTON ROAD SUITE 660 611 DALLAS TX 75230 MARTHA LONG KLINEFELTER PRESIDENT 2145305807 2024-11-07 1 0 KRISTEN L GUSA P00246406 9035340088 2024-11-07 2023 2024-10-15 13:58:12Z X 6579941 X X 52526 52526 160652 160652 160540 996397 160540 -12639 -12639 361079 361079 80000 20000 60000 18292 4573 13719 6290 3145 3145 29286 29286 0 4207 0 0 650 0 650 94 0 94 21077 1589 19488 159896 58593 97096 200000 200000 359896 58593 297096 1183 302486 142913 202551 202551 1087875 1370979 1370589 4075 4716871 4381543 5006801 5951734 5955073 6579941 182 2209 0 129 182 2338 X 0 0 0 0 5951552 5952735 5951552 5952735 5951734 5955073 5951552 1183 0 5952735 0 5952735 PUBLICLY TRADED SECURITIES P 2023-01-01 2023-12-31 853136 835200 17936 17936 NET SHORT-TERM LOSS FROM K-1 P 657 -657 -657 NET LONG-TERM GAIN FROM K-1 P 41813 41813 41813 CAPITAL GAINS DIVIDENDS P 101448 101448 101448 160540 4205 0 4205 0 4205 3833 0 0 0 3833 0 372 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.CABELEGACY.ORG MARTHA KLINEFELTER 2145305807 6729 GREENWICH LANE DALLAS TX 75230 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLOTTE LONG BARTO 11700 PRESTON RD STE 660-611 DALLAS TX 75230 VICE PRESIDENT 1.00 0 0 0 REBECCA LONG GUM 11700 PRESTON RD STE 660-611 DALLAS TX 75230 VP & SECRETARY 1.00 0 0 0 MARTHA LONG KLINEFELTER 11700 PRESTON RD STE 660-611 DALLAS TX 75230 PRES & TREAS 20.00 80000 0 0 CAROLYN LONG OSTEEN 11700 PRESTON RD STE 660-611 DALLAS TX 75230 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 5827707 148370 343286 6319363 0 0 6319363 94790 6224573 311229 311229 4205 4205 307024 0 307024 0 307024 297096 0 297096 307024 0 0 13428 58785 13827 86040 297096 0 0 0 297096 0 9928 9928 76112 0 0 0 0 0 0 0 76112 3500 58785 13827 MARTHA KLINEFELTER 11700 PRESTON ROAD SUITE 660 611 DALLAS TX 75230 2145305807 MARTHA@CABELEGACY.ORG ALL APPLICATIONS SHOULD BE IN WRITING VIA LETTER OR EMAIL. REQUESTS SHOULD INCLUDE THE FOLLOWING INFORMATION: NAME OF ORGANIZATION EMPLOYER IDENTIFICATION NUMBER CONTACT PERSON CONTACT ADDRESS, PHONE NUMBER, AND EMAIL WEBSITE AMOUNT OF FUNDS REQUESTED PURPOSE OF REQUEST DESCRIPTION OF PROJECT/NEED GRANTS WILL BE MADE IN MAY AND OCTOBER OF EACH YEAR 1. THE ORGANIZATION MUST BE A QUALIFIED 501(C)(3) ORGANIZATION. YOU WILL BE ASKED TO PROVIDE YOUR IRS DETERMINATION LETTER. 2. REQUESTS MEET THE FOUNDATION'S FUNDING PRIORITIES OF EDUCATIONAL OR EVANGELISTIC. 3. APPLICATION REQUIREMENTS ARE FULFILLED. ADVOCATES FOR COMMUNITY TRANSFORMATION PO BOX 225225 DALLAS TX 75222 N/A PC OPERATING FUNDS 10000 ARISE AFRICA 1628 FAIRMOUNT AVE FORT WORTH TX 76104 N/A PC OPERATING FUNDS 10000 CASA DEL LAGO PO BOX 540324 DALLAS TX 75354 N/A PC OPERATING FUNDS 15000 CHILDREN'S VILLAGE & FAMILY SERVICE PO BOX 6564 TYLER TX 75711 N/A PC OPERATING FUNDS 10000 ELAM MINISTRIES USA 5755 NORTH POINT PKWY ALPHARETTA GA 30022 N/A PC OPERATING FUNDS 10000 MEN OF NEHEMIAH 2010 AL LIPSCOMB WAY DALLAS TX 75215 N/A PC OPERATING FUNDS 10000 MENTORING ALLIANCE 1909 S BROADWAY AVE TYLER TX 75701 N/A PC OPERATING FUNDS 20000 OUR CALLING PO BOX 140428 DALLAS TX 75214 N/A PC MEAL SUPPORT 50000 SEED EFFECT PO BOX 141223 DALLAS TX 75214 N/A PC OPERATING FUNDS 5000 THE WELL COMMUNITY 132 SUNSET AVE DALLAS TX 75208 N/A PC OPERATING FUNDS 5000 TRINITY RESTORATION MINISTRIES 2728 HOLMES ST DALLAS TX 75215 N/A PC OPERATING FUNDS 5000 UNION GOSPEL MISSION 3211 IRVING BLVD DALLAS TX 75247 N/A PC OPERATING FUNDS 10000 YOUNG LIFE AFRICA DIVISION 420 N CASCADE AVE COLORADO SPRINGS CO 80903 N/A PC MATCHING GRANT FOR SUMMER CAMP 40000 200000 0 14 52526 14 160652 18 160540 NET RENTAL REAL ESTATE INCOME (LOSS) PER K-1 16 -12644 OTHER INCOME 01 5 0 361079 0 361079 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6290 3145 3145 AQR LG CAP MULTI STYLE AT COST 259994 274897 BRIDGEWAY OMNI SM CAP VALUE FD AT COST 725883 904446 CEPHUS PARTNERS AT COST 174361 174361 DFA EMERGING MKTS CORE EQTY PORT AT COST 332614 361070 DFA GLOBAL REAL ESTATE SECURITIES AT COST 275839 255590 DFA INTL CORE EQTY PORT AT COST 197228 229994 DFA INTL SMALL CAP VALUE PORT AT COST 436625 443237 DFA INTL VALUE III PORT AT COST 356706 408313 DFA US CORE EQTY 2 PORT AT COST 614934 997786 LAUNCH CAPITAL PARTNERS AT COST 14008 14008 PALLET SPC AT COST 55000 55000 STEEPED COFFEE AT COST 25000 25000 STONE RIDGE ALT LENDING AT COST 263388 241168 STONERIDGE REINSURANCE AT COST 220989 226879 VANGUARD INTERMEDIATE AT COST 293476 258134 RENT SONS INC AT COST 25000 25000 SLR MORRELL AT COST 49917 49917 VANGUARD SHORT-TERM BOND AT COST 60581 62001 BANK CHARGES 59 59 0 POSTAGE 441 0 441 BOOKS, SUBSCRIPTIONS, REFERENCE 1641 0 1641 TELEPHONE 488 0 488 OFFICE SUPPLIES 1571 0 1571 OPERATIONS 2346 0 2346 OUTSIDE CONTRACT SERVICES 1380 0 1380 CONTRACT SERVICES-OTHER 6660 0 6660 FACILITIES & EQUIPMENT 371 0 371 PAYROLL EXPENSE 6120 1530 4590 NET RENTAL REAL ESTATE INCOME (LOSS) PER K-1 -12644 -12644 -12644 OTHER INCOME 5 5 5 EXCISE TAX PAYABLE 0 129 INVESTMENT FEES 29286 29286 0 EXCISE TAX 4207 0 0