2016-10-17T00:00:00-05:00 2016-02-29 560747981 DIXON HUGHES GOODMAN LLP 500 RIDGEFIELD COURT ASHEVILLE NC 28806 990PF 2015-03-01 562079528 STUART AND MARGARET L FORBES FOUNDATION INC STUA 8282542254 PO BOX 1146 COLUMBUS NC 287221146 JAMES T BOYLE JR PRESIDENT 8282542254 2016-10-18 1 AMY BIBBY P00445891 8282542254 2015 2017-02-10 21:41:12Z X 974726 X X 372 372 33174 33174 5219 5219 5219 1893 1893 40658 40658 0 0 0 6875 0 6875 2491 0 0 195 0 363 0 363 4115 0 4115 14039 0 11353 30969 30969 45008 0 42322 -4350 40658 4692 2274 2274 58980 52091 52091 649486 657418 657418 296927 251467 251467 14739 10988 10988 2775 2287 682 488 488 1025506 974726 974726 0 0 X 1025506 974726 1025506 974726 1025506 974726 1025506 -4350 0 1021156 46430 974726 MORGAN STANLEY P 3205 3205 3205 CAPITAL GAINS DIVIDENDS P 2014 2014 2014 5219 0 38770 997413 0.038871 41835 925800 0.045188 61737 893665 0.069083 35412 848965 0.041712 27988 818644 0.034188 0.229042 0.045808 986600 45194 407 45601 42322 813 0 813 0 813 1720 1720 907 907 0 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 SCHOLARSHIPS: THESE FUNDS ARE AWARDED TO QUALIFYING STUDENTS AND PAID DIRECTLY TO QUALIFIED INSTITUTIONS. 3000 VARIOUS GRANTS: THESE FUNDS ARE AWARDED TO QUALIFIED INSTITUTIONS. 27969 N/A 0 0 933689 67935 0 1001624 0 0 1001624 15024 986600 49330 49330 813 813 48517 0 48517 0 48517 42322 0 42322 0 42322 48517 0 0 10651 10651 42322 0 0 0 42322 0 6195 6195 4456 0 0 0 0 0 0 0 4456 4456 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." LANIER LIBRARY 72 CHESTNUT STREET TRYON NC 28782 NONE PUBLIC GRANT 1844 POLK COUNTY SCHOOLS 203 PEELE HALL RALEIGH NC 27695 NONE PUBLIC GRANT 20000 TRYON FINE ARTS CENTER INC 34 MELROSE AVENUE TRYON NC 28782 NONE PUBLIC GRANT 6125 UNIVERSITY OF NORTH CAROLINA - WILMINGTON 601 S COLLEGE ROAD WILMINGTON NC 28406 NONE PUBLIC SCHOLARSHIP 3000 30969 0 14 372 14 33174 14 1893 18 5219 0 40658 0 40658 0 0 0 0 0 0 0 0 0 0 DIXON HUGHES GOODMAN LLP 6875 0 6875 FILE CABINET 2013-01-07 2775 705 200DB 7.000000000000 195 0 AFLAC INC 28105 28105 DUKE ENERGY CORPORATION 50315 50315 GENERAL ELEC CAP CORP 22106 22106 GOLDMAN SACHS GROUP 31896 31896 MORGAN STANLEY 22141 22141 PROCTOR & GAMBLE CO. DEB 5.5% 24492 24492 PRUDENTIAL FINANCIAL INC 51860 51860 REGIONS FINANCIAL CO 20552 20552 ALTRIA GROUP INC 12314 12314 AT&T CORPORATION 36950 36950 BANK OF AMERICA CORP 25040 25040 COCA COLA CO 43130 43130 DUKE ENERGY CORPORATION 24735 24735 EXXON MOBIL CORP 40075 40075 FORD MOTOR CO NEW 12510 12510 GENWORTH FINANCIAL INC CL A 1696 1696 HEWLETT PACKARD 13270 13270 HONEYWELL INTERNATIONAL INC 40540 40540 INGLES MARKETS A 13492 13492 INTEL CORPORATION 14795 14795 JOHNSON & JOHNSON 42084 42084 JP MORGAN CHASE & COMPANY 28150 28150 MERCK & CO 40168 40168 MICROSOFT CORP 50880 50880 PIEDMONT NATURAL GAS 29705 29705 SPECTRA ENERGY CORPORATION 14600 14600 SPECTRA ENERGY PARTNERS 9262 9262 SYNCHRONY FINANCIAL 10780 10780 WEYERHAEUSER CO 10392 10392 BAXTER INTL INC 15804 15804 CATERPILLAR INC 31347 31347 CORNING INC 12810 12810 GENERAL ELECTRIC CO 32054 32054 HP INC COM 10690 10690 PROCTOR & GAMBLE CO 40145 40145 GNMA POOL 701840 FMV 10988 10988 FILE CABINET 2775 2288 487 UNREALIZED GAIN/LOSSES ON INVESTMENTS 46430 INSURANCE 1275 0 1275 OFFICE SUPPLIES 240 0 240 CONTRACT LABOR 2600 0 2600 OTHER INCOME 1397 1397 1397 PARTNERSHIP DISTRIBUTIONS 496 496 496 FEDERAL TAX PAYMENTS 2491 0 0