2021-07-06T15:58:17-05:00 2021-02-28 043729830 CARLAND & ANDERSEN INC PO BOX 179 HENDERSONVILLE NC 28793 990PF 2020-03-01 562079528 STUART AND MARGARET L FORBES FOUNDATION INC STUA 8286062390 PO BOX 1146 COLUMBUS NC 287221146 JAMES T BOYLE JR VICE CHR/PRES 8286062390 2021-06-29 true JAMES T BOYLE XXX-XX-XXXX RONALD G CARLAND CPA P00925723 8286922583 2021-06-29 2020 2022-09-23 18:48:47Z X X 1328521 X X 5250 5250 5250 31153 31153 31153 19298 19298 19298 632 632 632 56333 56333 37035 5500 2 903 100 2103 8608 0 0 68985 68985 77593 0 68985 -21260 56333 37035 7558 13234 13234 62213 28824 28824 2193 1540 1540 962224 1198074 1198074 120518 86849 86849 2775 2775 1154706 1328521 1328521 0 X 1154706 1328521 1154706 1328521 1154706 1328521 1154706 -21260 210813 1344259 15738 1328521 19298 783 783 783 X 17 800 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 QUALIFIED INSTITUTIONS. 68985 N/A 1165165 85765 0 1250930 1250930 18764 1232166 61608 61608 783 783 60825 60825 60825 68985 68985 68985 60825 54243 68985 54243 14742 46083 NONE NONE STUART AND MARGARET L FORBES FOUND PO BOX 1146 COLUMBUS NC 287221490 8286062390 SEE ATTACHED "GRANT REQUEST" FORM AND "SCHOLARSHIP APPLICATION FORM" NO DEADLINES 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 203 PEELE HALL RALEIGH NC 28723 501(C)(3) OPERATIONAL SUPPORT 66870 LANIER LIBRARY 724 CHESTNUT ST TRYON NC 28782 501 (C)(3) OPERATIONAL SUPPORT 2115 68985 14 5250 14 31153 18 632 18 19298 56333 56333 false false false false false false false false false false ACCOUNTING FEES 5500 FILE CABINET 2013-01-07 2775 2775 200DB 7.0000 DUKE ENERGY CORP SENIOR NOTES SER A 25883 25883 DUKE ENERGY CORPORATION 12685 12685 MORGAN STANLEY PROCTOR & GAMBLE CO DEB 5.5% 27133 27133 PRUDENTIAL FINANCIAL INC SOUTHERN CO 21148 21148 ADVANSIX INC 445 445 ALTRIA GROUP INC 8720 8720 APPLIED MATERIALS INC 47276 47276 AT&T CORPORATION 27890 27890 BANK OF AMERICA CORP 48594 48594 BP PLC ADS 7323 7323 BRISTOL MYERS SQUIBB CO 30665 30665 CATERPILLAR INC 43176 43176 CISCO SYSTEMS INC 13461 13461 COCA COLA INC 29394 29394 CORNING INC 45888 45888 CORTEVA INC 22575 22575 DOMINION ENERGY INC 13664 13664 DOW INC 23724 23724 DUKE ENERGY CORPORATION 17118 17118 DUPONT DE NEMOURS INC 9353 9353 ENBRIDGE INC 24140 24140 EXXON MOBIL CORP 27185 27185 FORD MOTOR CO NEW 11700 11700 GENERAL ELECTRIC CO 13794 13794 GENERAL MILLS INC 22004 22004 GLAXOSMITHKLINE PLC ADR 16805 16805 GOLDMAN SACHS GROUP 32940 32940 HEWLETT PACKARD 14560 14560 HONEYWELL INTERNATIONAL INC 40470 40470 HP INC COM 28970 28970 INGLES MARKETS A 25980 25980 INTEL CORPORATION 30390 30390 JOHNSON & JOHNSON 63384 63384 JP MORGAN CHASE & COMPANY 58868 58868 KKR & CO INC CL A 18224 18224 LUMBER LIQUIDATORS HLDGS INC 24770 24770 MCDERMOTT INTL INC MERCK & CO 43572 43572 MICROSOFT CORP 139428 139428 PFIZER INC 33490 33490 PROCTOR & GAMBLE CO 61765 61765 SCHLUMBERGER LTD 11164 11164 SYNCHRONY FINANCIAL 15472 15472 VIATRIS INC 22275 22275 WABTEC CORP 362 362 WEYERHAEUSER CO 27096 27096 1540 1540 FILE CABINET 2775 2775 PRIOR PERIOD ADJUSTMENT 15738 EXPENSES INSURANCE 1205 OFFICE SUPPLIES 798 PO BOX RENTAL 56 INVESTMENT ADVISORY FEES 44 RETURN OF PRIN GNMA FUND 632 632 632 UNREALIZED GAIN 210813 FEDERAL TAX PAYMENTS 708 FOREIGN TAX 195