2025-05-28T14:17:23-04:00 2024-12-31 561042836 GOULD KILLIAN CPA GROUP PA 100 COXE AVE ASHEVILLE NC 288012354 990PF 2024-01-01 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 2025-05-23 true true KIM BAKER-HUDGINS CPA P00005308 8282580363 2025-05-28 2024 2025-03-06 01:10:19Z X 1983219 X 500 X 2394 2394 2394 38758 38758 38758 82143 758456 82143 126 126 126 123921 123421 41278 6300 8015 1243 1817 17375 0 0 126711 126711 144086 0 126711 -20165 123421 41278 14742 28190 28190 45060 139414 139414 1097 969 969 1246396 1741112 1741112 43658 73534 73534 2775 2775 1350953 1983219 1983219 0 X 1350953 1983219 1350953 1983219 1350953 1983219 1350953 -20165 652432 1983220 1 1983219 APPLIED MATERIALS INC P 2019-06-04 2024-04-04 20517 4129 16388 16388 DUPOINT DE NEMOURS INC P 2019-04-03 2024-04-04 10073 11374 -1301 -1301 FORD MOTOR COM NEW P 2018-01-09 2024-09-04 10809 13462 -2653 -2653 GE VERNOVA INC P 2014-06-20 2024-04-02 31 35 -4 -4 GOLDMAN SACHS GRP P 2024-05-17 30000 32445 -2445 -2445 HP INC COM P 2013-02-12 2024-01-08 30479 8194 22285 22285 MICROSOFT P 2013-03-28 2024-01-08 36836 2918 33918 33918 JP MORGAN CHASE & CO P 2005-07-20 2024-04-04 19572 3609 15963 15963 GNMA POOL 05/06/09 P 2009-05-06 2024-12-31 139 147 -8 -8 25 SCHOOL STREET PROPERTY P 2024-07-26 2024-07-26 600000 600000 82143 1716 1716 1716 750 750 966 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, GO GLOBAL NC TEACHERS FELLOWSHIP, HOSPICE OF FOOTHILS,TRYON CHILDREN'S THEATER FESTIVAL, AND LANIER LIBRARY. 126711 N/A 1595547 217219 0 1812766 1812766 27191 1785575 89279 89279 1716 1716 87563 87563 87563 126711 126711 87563 13790 126711 13790 87563 25358 25358 0 25358 25358 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 105000 LANIER LIBRARY 72 CHESTNUT ST TRYON NC 28782 501(C)(3) OPERATIONAL EXPENSES 1511 CAROLINA FOOTHILLS FOUNDATION 376 HUDLOW RD FOREST CITY NC 28043 501(C)(3) OPERATIONAL SUPPORT 200 GO GLOBAL NC - GLOBAL TEACHERS 800 PARK OFFICES DR MORRISVILLE NC 27560 501(C)(3) OPERATIONAL EXPENSES 15000 TRYON CHILDREN'S THEATER FESTIVAL 34 MELROSE AVE TRYON NC 28782 501(C)(3) OPERATIONAL EXPENSES 5000 126711 14 2394 14 38758 18 126 82143 41278 82143 123421 false false false false false false false false false false ACCOUNTING FEES 8015 FILE CABINET 2013-01-07 2775 2775 200DB 7.0000 DUKE ENERGY CORPORATION 20794 20794 FIRST CITIZENS BANK & TRUST 30821 30821 PROCTOR & GAMBLE CO DEB 5.5% 20789 20789 ACCRUED INTEREST 1130 1130 ADVANSIX INC 456 456 ALTRIA GROUP INC 10458 10458 AMAZON COM INC 21939 21939 APPLIED MATERIALS INC 48789 48789 AT&T CORPORATION 22770 22770 BANK OF AMERICA CORP 43950 43950 BP PLC ADS 59120 59120 BRISTOL MYERS SQUIBB CO 28280 28280 CATERPILLAR INC 72552 72552 CISCO SYSTEMS INC 17760 17760 COCA COLA INC 31130 31130 CORNING INC 57024 57024 CORTEVA INC 17088 17088 COSTCO WHOLESALE CORP NEW 50395 50395 DOMINION ENERGY INC 10772 10772 DOW INC 8026 8026 DUKE ENERGY CORPORATION 21548 21548 DUPONT DE NEMOURS INC ENBRIDGE INC 30295 30295 EXXON MOBIL CORP 53785 53785 FORD MOTOR CO NEW GE AEROSPACE NEW 22851 22851 GE HEALTHCARE TECHNOLOGIES 3518 3518 GENERAL ELECTRIC CO 11184 11184 GENERAL MILLS INC 12754 12754 GLAXOSMITHKLINE PLC ADR 13528 13528 GOLDMAN SACHS GROUP HALEON PLC ADR 4770 4770 HEWLETT PACKARD 21350 21350 HONEYWELL INTERNATIONAL INC 45178 45178 HP INC COM INGLES MARKETS A 19332 19332 INTEL CORPORATION 10025 10025 JOHNSON & JOHNSON 57848 57848 JP MORGAN CHASE & COMPANY 23971 23971 KKR & CO INC CL A 59164 59164 LUMBER LIQUIDATORS HLDGS INC 1 1 MERCK & CO 49740 49740 MICROSOFT CORP 126450 126450 MODERNA INC 16632 16632 NORDSTROM INC 72450 72450 NOVO NORDISK A/S ADR 34408 34408 NVIDIA CORPORATION 80574 80574 OCULAR THERAPEUTIX INC 8540 8540 ORGANON & CO 896 896 PALANTIR TECHNOLOGIES INC 75630 75630 PFIZER INC 53060 53060 PROCTOR & GAMBLE CO 67060 67060 RTX CORPORATION 23144 23144 SCHLUMBERGER LTD 15336 15336 SYNCHRONY FINANCIAL 26000 26000 VIATRIS INC 18675 18675 WABTEC CORP 948 948 WALMART 90350 90350 WALT DISNEY CO HLDG CO 44540 44540 WARNER BROS DISCOVRY 2548 2548 WEYERHAEUSER CO 22520 22520 969 969 FILE CABINET 2775 2775 INDIRECT LEGAL FEES 6300 ROUNDING 1 EXPENSES INVESTMENT EXPENSES 34 CONTRACT LABOR 250 OFFICE SUPPLIES 223 INSURANCE-LIABILITY, D AND O 1310 RETURN OF PRIN GNMA FUND 126 126 126 UNREALIZED GAINS 90327 REVERSION OF PROPERTY 562105 FEDERAL TAX PAYMENTS 243 LICENSES & PERMITS 1000