2018-02-07T07:18:21-06:00 2017-02-28 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990PF 2016-03-01 562079528 STUART AND MARGARET L FORBES FOUNDATION INC STUA 8282542254 PO BOX 1146 COLUMBUS NC 287221146 JAMES T BOYLE JR PRESIDENT 8282542254 2018-02-07 1 Amy Bibby P00445891 8282542254 12.25.12.224 2018-02-07 06:54:58 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 3C4A73C7F70BFF54BAAC11A85090BDFB39FC8B01 2016 2021-01-29 14:40:06Z X 1128001 X X 35369 35369 15381 15381 15381 597 597 51347 51347 0 0 0 4800 0 4800 139 0 30 0 30 4239 10 4229 9208 10 9059 35000 35000 44208 10 44059 7139 51337 2274 3206 3206 52091 85283 85283 0 7528 7528 657418 798849 798849 251467 232786 232786 10988 2775 2426 488 349 349 974726 1128001 1128001 0 0 X 974726 1128001 974726 1128001 974726 1128001 974726 7139 146136 1128001 0 1128001 MORGAN STANLEY P 14845 14845 14845 Capital Gains Dividends P 536 536 536 15381 0 42322 986600 0.042897 38770 997413 0.038871 41835 925800 0.045188 61737 893665 0.069083 35412 848965 0.041712 0.237751 0.047550 1068155 50791 513 51304 44059 1027 0 1027 0 1027 907 907 120 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 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. 35000 N/A 0 0 1003194 81227 0 1084421 0 0 1084421 16266 1068155 53408 53408 1027 1027 52381 0 52381 0 52381 44059 0 44059 0 44059 52381 0 0 4456 4456 44059 0 0 0 44059 0 4456 4456 0 0 0 0 0 3866 0 0 0 STUART AND MARGARET L FORBES FOUNDA PO BOX 1146 COLUMBUS NC 287221490 8287499790 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." NORTH CAROLINA CENTER FOR THE ADVANCEMENT OF TEACHING 276 NCCAT DR CULLOWHEE NC 28723 NONE PUBLIC GRANT 12500 POLK COUNTY SCHOOLS 203 PEELE HALL RALEIGH NC 27695 NONE PUBLIC GRANT 22500 35000 0 14 35369 14 597 18 15381 0 51347 0 51347 0 0 0 0 0 0 0 0 0 0 DIXON HUGHES GOODMAN LLP 4800 0 4800 FILE CABINET 2013-01-07 2775 900 200DB 7.000000000000 139 0 AFLAC INC 27533 27533 DUKE ENERGY CORPORATION 50320 50320 GENERAL ELEC CAP CORP 21576 21576 GOLDMAN SACHS GROUP 34344 34344 MORGAN STANLEY 21941 21941 PROCTOR & GAMBLE CO. DEB 5.5% 25322 25322 PRUDENTIAL FINANCIAL INC 51750 51750 ALTRIA GROUP INC 14984 14984 AT&T CORPORATION 41790 41790 BANK OF AMERICA CORP 49360 49360 COCA COLA CO 41960 41960 DUKE ENERGY CORPORATION 16510 16510 EXXON MOBIL CORP 40660 40660 HEWLETT PACKARD 22820 22820 HONEYWELL INTERNATIONAL INC 49800 49800 INGLES MARKETS A 46850 46850 INTEL CORPORATION 18100 18100 JOHNSON & JOHNSON 48884 48884 JP MORGAN CHASE & COMPANY 45310 45310 MERCK & CO 39522 39522 MICROSOFT CORP 63980 63980 SPECTRA ENERGY PARTNERS 8946 8946 SYNCHRONY FINANCIAL 14496 14496 WEYERHAEUSER CO 26976 26976 CATERPILLAR INC 43497 43497 CORNING INC 19327 19327 GENERAL ELECTRIC CO 32791 32791 HP INC COM 17370 17370 PROCTOR & GAMBLE CO 45535 45535 ADVANSIX INC 436 436 BRISTOL MYERS SQUIBB CO 28355 28355 ENBRIDGE INC 20590 20590 7528 7528 0 0 FILE CABINET 2775 2427 348 INSURANCE 1275 0 1275 OFFICE SUPPLIES 354 0 354 CONTRACT LABOR 2600 0 2600 INVESTMENT EXPENSES 10 10 0 OTHER INCOME 597 597 597 UNREALIZED GAIN/LOSSES ON INVESTMENTS 146136