2024-05-10T13:24:00-04:00 2023-12-31 561042836 GOULD KILLIAN CPA GROUP PA 100 COXE AVE ASHEVILLE NC 288012354 990PF 2023-01-01 562079528 STUART AND MARGARET L FORBES FOUNDA FOUNDATION INC STUA 8286062390 PO BOX 1146 COLUMBUS NC 287221146 JAMES T BOYLE JR VICE CHR/PRES 8286062390 2024-05-09 true JAMES T BOYLE XXX-XX-XXXX true KIM BAKER-HUDGINS CPA P00005308 8282580363 2024-05-10 2023 2023-04-26 12:10:37Z X 1350953 X X 2470 2470 2470 34161 34161 34161 16965 50478 16965 118 118 118 53714 53714 36749 2750 7670 1342 2702 14464 0 0 75655 75655 90119 0 75655 -36405 53714 36749 14079 14742 14742 92721 45060 45060 1208 1097 1097 1144325 1246396 1246396 62814 43658 43658 2775 2775 1315147 1350953 1350953 0 X 1315147 1350953 1315147 1350953 1315147 1350953 1315147 -36405 1278742 -72211 1350953 GE HEALTHCARE TECHNOLOGIES P 2014-06-20 2023-01-04 39 92 -53 -53 INGLES MARKETS P 2016-05-04 2023-01-04 9374 3731 5643 5643 PROCTOR & GAMBLE P 2015-05-28 2023-01-04 14800 8100 6700 6700 SOUTHERN CO/THE P 2017-04-24 2023-01-04 20000 21210 -1210 -1210 COCA COLA CO P 1998-04-29 2023-01-04 6126 233 5893 5893 GNMA POOL 701840550035NV20 P 2009-05-06 2023-01-01 139 147 -8 -8 16965 747 747 747 1270 1270 X 16 507 507 false false false false false false false true true NC true false false false false true N/A JAMES T BOYLE JR 8286062390 PO BOX 1146 COLUMBUS NC 287221490 false false false false false false false false false false false false false false false false false false false false JAMES T BOYLE JR PO BOX 1146 COLUMBUS NC 287221490 VICE CHR/PRE 2.00 0 0 0 SUSAN MCHUGH PO BOX 1146 COLUMBUS NC 287221490 CHAIR/VICE P 2.00 0 0 0 F K MCFARLAND III PO BOX 1146 COLUMBUS NC 287221490 DIRECT/SEC/T 2.00 0 0 0 NONE NONE VARIOUS GRANTS: THESE FUNDS ARE AWARDED TO POLK COUNTY SCHOOLS AND LANIER LIBRARY. 75655 N/A 1249733 109682 0 1359415 1359415 20391 1339024 66951 66951 747 747 66204 66204 66204 75655 75655 66204 23241 75655 23241 52414 13790 NONE X STUART AND MARGARET L FORBES FOUND PO BOX 1146 COLUMBUS NC 287221490 8286062390 PER THE FOUNDATION'S EXEMPTION APPLICATION: "...OF PARTICULAR INTEREST ARE THOSE PUBLIC CHARITIES FOCUSING THEIR ACTIVITIES ON EDUCATIONAL (INCLUDING PRE-SCHOOL & HEAD START), HEALTH CARE, MEDICAL RESEARCH AND RELIGIOUS NEEDS AND CONCERNS OF THE GENERAL PUBLIC AND, IN PARTICULAR, BUT NOT LIMITED TO, THOSE CITIZENS OF POLK COUNTY, NC AND SPARTANBURG COUNTY, SC." "...TO AWARD COLLEGE SCHOLARSHIPS BASED ON SCHOLASTIC ACHIEVEMENT, NEED, QUALITIES OF LEADERSHIP, CHARACTER AND COMMUNITY RESPONSIBILITY. THESE SCHOLARSHIPS WILL BE AWARDED TO STUDENTS ATTENDING THE POLK COUNTY, NC PUBLIC SHOOL SYSTEMS." POLK COUNTY SCHOOLS PO BOX 638 COLUMBUS NC 28722 501(C)(3) OPERATIONAL SUPPORT 74155 LANIER LIBRARY 72 CHESTNUT ST TRYON NC 28782 501(C)(3) OPERATIONAL EXPENSES 1500 75655 14 2470 14 34161 18 118 16965 36749 16965 53714 false false false false false false false false false false ACCOUNTING FEES 7670 FILE CABINET 2013-01-07 2775 2775 200DB 7.0000 DUKE ENERGY CORPORATION 21164 21164 PROCTOR & GAMBLE CO DEB 5.5% 21936 21936 SOUTHERN CO ACCRUED INTEREST 558 558 ADVANSIX INC 479 479 ALTRIA GROUP INC 8068 8068 APPLIED MATERIALS INC 64828 64828 AT&T CORPORATION 16780 16780 BANK OF AMERICA CORP 33670 33670 BP PLC ADS 10620 10620 BRISTOL MYERS SQUIBB CO 25655 25655 CATERPILLAR INC 59134 59134 CISCO SYSTEMS INC 15156 15156 COCA COLA INC 29465 29465 CORNING INC 36540 36540 CORTEVA INC 14376 14376 DOMINION ENERGY INC 9400 9400 DOW INC 10968 10968 DUKE ENERGY CORPORATION 19408 19408 DUPONT DE NEMOURS INC 10232 10232 ENBRIDGE INC 25718 25718 EXXON MOBIL CORP 49990 49990 FORD MOTOR CO NEW 12190 12190 GE HEALTHCARE TECHNOLOGIES 3479 3479 GENERAL ELECTRIC CO 17485 17485 GENERAL MILLS INC 13028 13028 GLAXOSMITHKLINE PLC ADR 14824 14824 GOLDMAN SACHS GROUP 30426 30426 HALEON PLC ADR 4115 4115 HEWLETT PACKARD 16980 16980 HONEYWELL INTERNATIONAL INC 41942 41942 HP INC COM 30090 30090 INGLES MARKETS A 25911 25911 INTEL CORPORATION 25125 25125 JOHNSON & JOHNSON 62696 62696 JP MORGAN CHASE & COMPANY 34020 34020 KKR & CO INC CL A 33140 33140 LUMBER LIQUIDATORS HLDGS INC 3900 3900 MERCK & CO 54510 54510 MICROSOFT CORP 150416 150416 NORDSTROM INC 18450 18450 NOVO NORDISK A/S ADR 41380 41380 ORGANON & CO 865 865 PFIZER INC 28790 28790 PROCTOR & GAMBLE CO 58616 58616 SCHLUMBERGER LTD 20816 20816 SYNCHRONY FINANCIAL 15276 15276 VIATRIS INC 16245 16245 WABTEC CORP 635 635 WARNER BROS DISCOVRY 2743 2743 WEYERHAEUSER CO 27816 27816 1097 1097 FILE CABINET 2775 2775 INDIRECT LEGAL FEES 2750 UNREALIZED GAINS -72211 EXPENSES CONTRACT LABOR 250 INVESTMENT ADVISORY FEES 780 OFFICE SUPPLIES 517 INSURANCE 205 OTHER PROFESSIONAL FEES 950 RETURN OF PRIN GNMA FUND 118 118 118 FEDERAL TAX PAYMENTS 1342