2026-05-13T10:36:53-04:00 2025-12-31 561042836 GOULD KILLIAN CPA GROUP PA 100 COXE AVE ASHEVILLE NC 288012354 990PF 2025-01-01 562079528 STUART AND MARGARET L FORBES FOUNDATION INC STUA 8288595314 255 S TRADE ST TRYON NC 28782 JAMES T BOYLE JR VICE CHR/PRES 8286062390 2026-05-12 true KIM BAKER-HUDGINS CPA P00005308 8282580363 2026-05-13 2025 2025-03-06 01:10:19Z X X X 0 X X 3579 3579 3579 35409 35409 35409 977500 2214761 93 93 93 1016581 39081 39081 3325 8260 2686 4037 18308 0 0 2305708 2305708 2324016 0 2305708 -1307435 39081 39081 28190 139414 969 1741112 73534 1983219 0 0 0 X 1983219 1983219 0 1983219 0 1983219 -1307435 675784 675784 543 543 543 1720 1720 X 1 1176 0 1176 false false false false false false true true true NC true false false false false true N/A POLK COUNTY COMMUNITY FOUNDATION 8288595314 255 SOUTH TRADE ST TRYON NC 28782 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 1031 FLAT ROCK NC 28731 VICE CHR/PRE 2.00 0 0 0 SUSAN MCHUGH PO BOX 1093 SALUDA NC 28773 CHAIR/VICE P 2.00 0 0 0 F K MCFARLAND III 1617 BUTTER STREET LANDRUM SC 29356 DIRECT/SEC/T 2.00 0 0 0 NONE NONE VARIOUS GRANTS: THESE FUNDS ARE AWARDED TO POLK COUNTY SCHOOLS, NCCAT, AND POLK COUNTY COMMUNITY FOUNDATION. 2305708 N/A 941334 120158 0 1061492 1061492 15922 1045570 52279 52279 543 543 51736 51736 51736 2305708 2305708 51736 25358 25358 2305708 51736 2253972 2279330 0 2279330 25358 2253972 NONE X STUART AND MARGARET L FORBES FOUND 255 S TRADE ST TRYON NC 28782 8288595314 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." POLK COUNTY SCHOOLS PO BOX 638 COLUMBUS NC 28722 POF OPERATIONAL SUPPORT 1000 NORTH CAROLINA CENTER FOR THE ADVANCEMENT OF TEACHING 276 NCCAT DR CULLOWHEE NC 28723 POF POLK COUNTY SCHOOLS FUNDING 8250 POLK COUNTY COMMUNITY FOUNDATION 255 SOUTH TRADE ST TRYON NC 28782 POF CONTINUED SCHOLARSHIPS FOR POLK CTY 2296458 2305708 - 14 3579 14 35409 18 93 977500 39081 977500 1016581 false false false false false false false false false false ACCOUNTING FEES 8260 FILE CABINET 2013-01-07 2775 2775 200DB 7.0000 POLK COUNTY COMMUNITY FOUNDATION 255 SOUTH TRADE ST TRYON NC 28782 TRANSFERRED ASSETS TO PCCF 2296458 FILE CABINET 2013-01 PURCHASE 2025-07 2775 2775 MORGAN STANLEY ST PURCHASE 386876 343936 42940 MORGAN STANLEY LT PURCHASE 1412547 725140 687407 MORGAN STANLEY NOT REPORTED PURCHASE 415338 168185 247153 DUKE ENERGY CORPORATION FIRST CITIZENS BANK & TRUST PROCTOR & GAMBLE CO DEB 5.5% ACCRUED INTEREST ADVANSIX INC ALTRIA GROUP INC AMAZON COM INC APPLIED MATERIALS INC AT&T CORPORATION BANK OF AMERICA CORP BP PLC ADS BRISTOL MYERS SQUIBB CO CATERPILLAR INC CISCO SYSTEMS INC COCA COLA INC CORNING INC CORTEVA INC COSTCO WHOLESALE CORP NEW DOMINION ENERGY INC DOW INC DUKE ENERGY CORPORATION DUPONT DE NEMOURS INC ENBRIDGE INC EXXON MOBIL CORP FORD MOTOR CO NEW GE AEROSPACE NEW GE HEALTHCARE TECHNOLOGIES GENERAL ELECTRIC CO GENERAL MILLS INC GLAXOSMITHKLINE PLC ADR GOLDMAN SACHS GROUP HALEON PLC ADR HEWLETT PACKARD HONEYWELL INTERNATIONAL INC HP INC COM INGLES MARKETS A INTEL CORPORATION JOHNSON & JOHNSON JP MORGAN CHASE & COMPANY KKR & CO INC CL A LUMBER LIQUIDATORS HLDGS INC MERCK & CO MICROSOFT CORP MODERNA INC NORDSTROM INC NOVO NORDISK A/S ADR NVIDIA CORPORATION OCULAR THERAPEUTIX INC ORGANON & CO PALANTIR TECHNOLOGIES INC PFIZER INC PROCTOR & GAMBLE CO RTX CORPORATION SCHLUMBERGER LTD SYNCHRONY FINANCIAL VIATRIS INC WABTEC CORP WALMART WALT DISNEY CO HLDG CO WARNER BROS DISCOVRY WEYERHAEUSER CO INDIRECT LEGAL FEES 3325 ALL ASSETS TRANSFERRED TO PCCF 675784 EXPENSES INVESTMENT EXPENSES 107 CONTRACT LABOR 2500 OFFICE SUPPLIES 36 INSURANCE-LIABILITY, D AND O 1310 BANK CHARGES 45 PO BOX RENTAL 39 RETURN OF PRIN GNMA FUND 93 93 93 FEDERAL TAX PAYMENTS 2686 LICENSES & PERMITS