2019-04-24T08:07:29-05:00 2019-02-28 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990PF 2018-03-01 562079528 STUART AND MARGARET L FORBES FOUNDATION INC STUA 8282542254 PO BOX 1146 COLUMBUS NC 287221146 JAMES T BOYLE JR PRESIDENT 8282542254 2019-04-10 1 AMY BIBBY P00445891 8282542254 24.241.144.70 2019-04-10 06:12:24 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3C4A73C7F70BFF54BAAC11A85090BDFB39FC8B01 2018 2020-01-14 16:20:31Z X 1162835 X X 38161 38161 25723 25723 25723 63884 63884 0 0 0 11225 0 0 1768 0 0 121 0 4176 0 0 17290 0 0 54520 54520 71810 0 54520 -7926 63884 7312 7547 7547 134034 82539 82539 4405 2759 2759 944765 956403 956403 116327 113481 113481 2775 2669 227 106 106 1207070 1162835 1162835 0 0 X 1207070 1162835 1207070 1162835 1207070 1162835 1207070 -7926 0 1199144 36309 1162835 REALIZED GAIN ON SALE OF INVESTMENTS P 25723 25723 25723 25723 0 6893 1138376 0.006055 44059 1068155 0.041248 42322 986600 0.042897 38770 997413 0.038871 41835 925800 0.045188 0.174259 0.034852 1128243 39322 639 39961 54520 X 639 0 639 0 639 350 0 0 350 18 307 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A JAMES T BOYLE JR PRESIDENTDIRECT 8282542254 PO BOX 1146 COLUMBUS NC 287221490 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JAMES T BOYLE JR PO BOX 1146 COLUMBUS NC 287221490 VICE CHAIRMAN/PRESIDENT 2.00 0 0 0 SUSAN MCHUGH PO BOX 1146 COLUMBUS NC 287221490 CHAIRMAN/VICE PRESIDENT 2.00 0 0 0 F K MCFARLAND III PO BOX 1146 COLUMBUS NC 287221490 DIRECTOR/SECRETARY/TREASUR 2.00 0 0 0 NONE 0 NONE 0 VARIOUS GRANTS: THESE FUNDS ARE AWARDED TO QUALIFIED INSTITUTIONS. 54520 N/A 0 0 1042342 103082 0 1145424 0 0 1145424 17181 1128243 56412 56412 639 639 55773 0 55773 0 55773 54520 0 54520 639 53881 55773 52524 0 0 54520 52524 0 0 1996 0 0 0 0 0 0 0 0 53777 0 0 0 STUART AND MARGARET L FORBES FOUNDA 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 SCHOOL SYSTEMS." CONSERVING CAROLINA 847 CASE ST HENDERSONVILLE NC 28792 NONE 501(C)(3) OPERATIONAL SUPPORT 100 LANIER LIBRARY 72 CHESTNUT ST TRYON NC 28782 NONE 501(C)(3) OPERATIONAL SUPPORT 3920 POLK COUNTY SCHOOLS 203 PEELE HALL RALEIGH NC 28723 NONE 501(C)(3) OPERATIONAL SUPPORT 50500 54520 0 14 38161 18 25723 0 63884 0 63884 0 0 0 0 0 0 0 0 0 0 DIXON HUGHES GOODMAN LLP 11225 0 0 FILE CABINET 2013-01-07 2775 1160 200DB 7.000000000000 121 0 DUKE ENERGY CORP SENIOR NOTES SER A 23638 23638 DUKE ENERGY CORPORATION 12185 12185 MORGAN STANLEY 20647 20647 PROCTOR & GAMBLE CO. DEB 5.5% 24469 24469 PRUDENTIAL FINANCIAL INC 12430 12430 SOUTHERN CO 20112 20112 ADVANSIX INC 524 524 ALTRIA GROUP INC 10482 10482 AT&T CORPORATION 31120 31120 BANK OF AMERICA CORP 49436 49436 BP PLC ADS 12795 12795 BRISTOL MYERS SQUIBB CO 25830 25830 CATERPILLAR INC 41202 41202 CISCO SYSTEMS INC 15531 15531 COCA COLA CO 45340 45340 CORNING INC 41772 41772 DOMINION ENERGY INC 19782 19782 DUKE ENERGY CORPORATION 17932 17932 DXC TECHNOLOGY COMPANY 5598 5598 ENBRIDGE INC 26411 26411 EXXON MOBIL CORP 39515 39515 FORD MOTOR CO NEW 8770 8770 GARRETT MOTION INC 502 502 GENERAL ELECTRIC CO 11429 11429 GENERAL MILLS INC 18852 18852 GLAXOSMITHKLINE PLC ADR 20180 20180 GOLDMAN SACHS GROUP 32160 32160 HEWLETT PACKARD 16380 16380 HONEYWELL INTERNATIONAL INC 46221 46221 HP INC COM 19730 19730 INGLES MARKETS A 31120 31120 INTEL CORPORATION 26480 26480 JOHNSON & JOHNSON 54656 54656 JP MORGAN CHASE & COMPANY 41744 41744 LUMBER LIQUIDATORS HLDGS INC 11810 11810 MCDERMOTT INTL INC 6538 6538 MERCK & CO 48774 48774 MICRO FCS INT 3395 3395 MICROSOFT CORP 89624 89624 PERSPECTA INC 886 886 PROCTOR & GAMBLE CO 49275 49275 RESIDEO TECHNOLOGIES INC 1285 1285 SYNCHRONY FINANCIAL 13044 13044 WABTEC CORP 366 366 WEYERHAEUSER CO 19912 19912 2759 2759 0 0 FILE CABINET 2775 2669 106 UNREALIZED GAIN/LOSSES ON INVESTMENTS 36309 INSURANCE 1205 0 0 OFFICE SUPPLIES 371 0 0 CONTRACT LABOR 2600 0 0 FEDERAL TAX PAYMENTS 1654 0 0 FOREIGN TAX 114 0 0