2018-06-13T08:40:52-05:00 2018-02-28 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990PF 2017-03-01 562079528 STUART AND MARGARET L FORBES FOUNDATION INC STUA 8282542254 PO BOX 1146 COLUMBUS NC 287221146 JAMES T BOYLE JR PRESIDENT 8282542254 2018-06-08 1 AMY BIBBY P00445891 8282542254 12.25.12.224 2018-06-08 12:20:11 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D80274681E9CC1823A2CB70D0FAA557DD4368EAD 2017 2018-06-14 16:35:46Z X 1207070 X X 44257 44257 24166 151241 24166 68423 68423 0 0 0 2900 0 2900 121 0 2993 0 2993 6014 0 5893 1000 1000 7014 0 6893 61409 68423 3206 7312 7312 85283 134034 134034 7528 4405 4405 833193 944765 944765 198442 116327 116327 2775 2548 349 227 227 1128001 1207070 1207070 0 0 X 1128001 1207070 1128001 1207070 1128001 1207070 1128001 61409 17660 1207070 0 1207070 DXC TECHNOLOGY COMPANY P 2009-05-06 2017-05-20 21 22 -1 -1 AFLAC INC P 2013-02-12 2017-04-24 15084 15660 -576 -576 DUKE ENERGY CORP P 2013-12-02 2017-04-24 12719 10733 1986 1986 GENERAL ELEC CAP P 2011-07-06 2017-04-24 21400 20143 1257 1257 GNMA POOL P 2009-05-06 2017-04-24 639 676 -37 -37 PRUDENTIAL FINL P 2013-03-28 2017-04-24 25263 25534 -271 -271 DXC TECHNOLOGY COMPANY P 2017-03-31 2017-03-31 68 68 68 GNMA POOL P 2009-05-06 2017-03-20 22 24 -2 -2 GNMA POOL P 2009-05-06 2017-08-20 14 15 -1 -1 GNMA POOL P 2009-05-06 2017-07-20 1918 2029 -111 -111 AFLAC INC P 2013-02-12 2017-06-14 12474 11859 615 615 GNMA POOL P 2009-05-06 2017-06-14 21 22 -1 -1 HONEYWELL INTERNATIONAL INC P 2009-05-06 2017-06-14 13188 11359 1829 1829 JPMORGAN CHASE & CO P 2005-07-20 2017-06-14 8429 3609 4820 4820 PRUDENTIAL FINL P 2013-12-02 2017-06-14 12714 10980 1734 1734 GNMA POOL P 2009-05-06 2017-11-20 14 15 -1 -1 GNMA POOL P 2009-05-06 2017-10-20 14 15 -1 -1 GNMA POOL P 2009-05-06 2017-09-20 14 15 -1 -1 MICRO FCS INT P 2017-08-31 2017-08-31 10 10 10 GNMA POOL P 2009-05-06 2018-02-20 15 15 0 0 CATERPILLAR INC P 2015-11-03 2018-01-09 8099 3830 4269 4269 GNMA POOL P 2009-05-06 2018-01-20 14 15 -1 -1 GENERAL CABLE CP DEL NEW P 2017-06-14 2018-01-09 14467 8957 5510 5510 GNMA POOL P 2009-05-06 2017-12-20 14 15 -1 -1 HEWLETT PACKARD ENTERPRISE P 2013-02-12 2017-08-31 4020 1523 2497 2497 MICRO FCS INT P 2013-02-12 2017-08-31 10 10 0 0 CAPITAL GAINS DIVIDENDS P 576 576 576 24166 0 44059 1068155 0.041248 42322 986600 0.042897 38770 997413 0.038871 41835 925800 0.045188 61737 893665 0.069083 0.237287 0.047457 1138376 54024 684 54708 6893 1368 0 1368 0 1368 0 0 0 0 34 1402 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. 1000 N/A 0 0 1020493 135219 0 1155712 0 0 1155712 17336 1138376 56919 56919 1368 1368 55551 0 55551 0 55551 6893 0 6893 0 6893 55551 3866 0 0 6893 3866 0 0 3027 0 0 0 0 0 0 0 0 52524 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." ENVISION CP INC PO BOX 1121 KERNERSVILLE NC 272851121 NONE 501(C)(3) OPERATIONAL SUPPORT 1000 1000 0 14 44257 18 24166 0 68423 0 68423 0 0 0 0 0 0 0 0 0 0 DIXON HUGHES GOODMAN LLP 2900 0 2900 FILE CABINET 2013-01-07 2775 1039 200DB 7.000000000000 121 0 DUKE ENERGY CORP SENIOR NOTES SER A 24046 24046 DUKE ENERGY CORPORATION 12535 12535 MORGAN STANLEY 21266 21266 PROCTOR & GAMBLE CO. DEB 5.5% 24531 24531 PRUDENTIAL FINANCIAL INC 12630 12630 SOUTHERN CO 21319 21319 ADVANSIX INC 662 662 ALTRIA GROUP INC 12590 12590 AT&T CORPORATION 36300 36300 BANK OF AMERICA CORP 64200 64200 BRISTOL MYERS SQUIBB CO 33100 33100 CATERPILLAR INC 61852 61852 CHICAGO BRIDGE & IRON CO. 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