STUART AND MARGARET L FORBES FOUNDA
https://N/A
$2.0M
Total Assets (2024)
$90K
Avg Yearly Giving (2022–2024)
$269K
Giving on File
(3 yrs)
(3 yrs)
9
Grants on File
$25K
Avg Grant Size
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
STUART AND MARGARET L FORBES FOUND
Phone
8286062390
Deadlines
NO DEADLINES
How to Apply
SEE ATTACHED "GRANT REQUEST" FORM AND "SCHOLARSHIP APPLICATION FORM"
Restrictions
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 SHOOL SYSTEMS."
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $1.2M | $64K | N/A |
| 2020 | N/A | $1.2M | $118K | N/A |
| 2021 | N/A | $1.3M | $56K | N/A |
| 2022 | $66K | $1.3M | $91K | 2 |
| 2023 | $76K | $1.4M | $54K | 2 |
| 2024 | $127K | $2.0M | $124K | 5 |
Grant Size Distribution
Based on 9 grants on record
Minimum
$200
25th Pctl
$2K
Median
$5K
Average
$30K
75th Pctl
$65K
Maximum
$105K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JAMES T BOYLE JR | VICE CHR/PRE | — |
| F K MCFARLAND III | DIRECT/SEC/T | — |
| SUSAN MCHUGH | CHAIR/VICE P | — |
Grants Awarded (9 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| POLK COUNTY SCHOOLS | COLUMBUS, NC | $105,000 | OPERATIONAL SUPPORT | 2024 |
| POLK COUNTY SCHOOLS | COLUMBUS, NC | $74,155 | OPERATIONAL SUPPORT | 2023 |
| POLK COUNTY SCHOOLS | COLUMBUS, NC | $65,000 | OPERATIONAL SUPPORT | 2022 |
| GO GLOBAL NC - GLOBAL TEACHERS | MORRISVILLE, NC | $15,000 | OPERATIONAL EXPENSES | 2024 |
| TRYON CHILDREN'S THEATER FESTIVAL | TRYON, NC | $5,000 | OPERATIONAL EXPENSES | 2024 |
| LANIER LIBRARY | TRYON, NC | $1,511 | OPERATIONAL EXPENSES | 2024 |
| LANIER LIBRARY | TRYON, NC | $1,500 | OPERATIONAL EXPENSES | 2023 |
| LANIER LIBRARY | TRYON, NC | $1,500 | OPERATIONAL EXPENSES | 2022 |
| CAROLINA FOOTHILLS FOUNDATION | FOREST CITY, NC | $200 | OPERATIONAL SUPPORT | 2024 |