2023-11-13T11:55:33-05:00 2022-12-31 043729830 CARLAND & ANDERSEN INC PO BOX 179 HENDERSONVILLE NC 28793 990PF 2022-01-01 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 2023-11-12 true JAMES T BOYLE XXX-XX-XXXX true KIM BAKER-HUDGINS CPA P00005308 8286922583 2023-11-13 2022 2023-04-26 12:10:37Z X 1315147 X X 3786 3786 3786 34952 34952 34952 52250 92023 52250 114 114 114 91102 91102 38852 2500 6500 1513 518 3065 14096 0 0 66500 66500 80596 0 66500 10506 91102 38852 12126 14079 14079 43981 92721 92721 1426 1208 1208 1366856 1144325 1144325 72343 62814 62814 2775 2775 1496732 1315147 1315147 0 X 1496732 1315147 1496732 1315147 1496732 1315147 1496732 10506 1507238 192091 1315147 CORTEVA INC P 2019-06-04 2022-11-03 12894 5313 7581 7581 DOW INC P 2019-04-03 2022-11-03 9069 11557 -2488 -2488 GENERAL MILLS INC P 2018-05-01 2022-11-03 15383 8897 6486 6486 INGLES MARKETS INC P 2016-05-04 2022-11-03 8710 3731 4979 4979 MICROSOFT CORP P 2013-03-28 2022-11-03 21170 2918 18252 18252 GNMA POOL 701840 P 105 114 -9 -9 JP MORGAN CHASE & CO P 2005-07-20 2022-11-03 24668 7219 17449 17449 WARNER BROS DISCOVERY INC P 2009-06-06 2022-04-11 24 24 52250 1266 1266 1266 1200 1200 X 2 68 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. 66500 N/A 1253373 78303 0 1331676 1331676 19975 1311701 65585 65585 1266 1266 64319 64319 64319 66500 66500 64319 25422 66500 25422 41078 23241 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 1146 COLUMBUS NC 28723 501(C)(3) OPERATIONAL SUPPORT 65000 LANIER LIBRARY 72 CHESTNUT ST TRYON NC 28782 501(C)(3) OPERATIONAL EXPENSES 1500 66500 14 3786 14 34952 18 114 52250 38852 52250 91102 false false false false false false false false false false ACCOUNTING FEES 6500 FILE CABINET 2013-01-07 2775 2775 200DB 7.0000 DUKE ENERGY CORPORATION 21398 21398 PROCTOR & GAMBLE CO DEB 5.5% 20869 20869 SOUTHERN CO 19919 19919 ACCRUED INTEREST 628 628 ADVANSIX INC 608 608 ALTRIA GROUP INC 9142 9142 APPLIED MATERIALS INC 38952 38952 AT&T CORPORATION 18410 18410 BANK OF AMERICA CORP 33120 33120 BP PLC ADS 10479 10479 BRISTOL MYERS SQUIBB CO 35975 35975 CATERPILLAR INC 47912 47912 CISCO SYSTEMS INC 14292 14292 COCA COLA INC 38166 38166 CORNING INC 38328 38328 CORTEVA INC 17634 17634 DOMINION ENERGY INC 12264 12264 DOW INC 10078 10078 DUKE ENERGY CORPORATION 20598 20598 DUPONT DE NEMOURS INC 9128 9128 ENBRIDGE INC 27917 27917 EXXON MOBIL CORP 55150 55150 FORD MOTOR CO NEW 11630 11630 GENERAL ELECTRIC CO 11479 11479 GENERAL MILLS INC 16770 16770 GLAXOSMITHKLINE PLC ADR 14056 14056 GOLDMAN SACHS GROUP 30174 30174 HALEON PLC ADR 4000 4000 HEWLETT PACKARD 15960 15960 HONEYWELL INTERNATIONAL INC 42860 42860 HP INC COM 26870 26870 INGLES MARKETS A 38584 38584 INTEL CORPORATION 13215 13215 JOHNSON & JOHNSON 70660 70660 JP MORGAN CHASE & COMPANY 26820 26820 KKR & CO INC CL A 18568 18568 LUMBER LIQUIDATORS HLDGS INC 5620 5620 MERCK & CO 55475 55475 MICROSOFT CORP 95928 95928 ORGANON & CO 1676 1676 PFIZER INC 51240 51240 PROCTOR & GAMBLE CO 75780 75780 SCHLUMBERGER LTD 21384 21384 SYNCHRONY FINANCIAL 13144 13144 VIATRIS INC 16695 16695 WABTEC CORP 499 499 WARNER BROS DISCOVRY 2285 2285 WEYERHAEUSER CO 24800 24800 1208 1208 FILE CABINET 2775 2775 INDIRECT LEGAL FEES 2500 UNREALIZED LOSSES 192091 EXPENSES CONTRACT LABOR 250 INVESTMENT ADVISORY FEES 30 OFFICE SUPPLIES 175 INSURANCE 2210 CONTRIBUTIONS 400 RETURN OF PRIN GNMA FUND 114 114 114 FEDERAL TAX PAYMENTS 1513