North Carolina · Private foundation
Stuart and Margaret L Forbes Foundation Inc
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $2.3M
- Granted FY2025(still arriving)
- 3
- Grants FY2025
- 5
- Organizations funded FY2024
- 60%
- First-time grantees FY2024
Read this first · the figures below need context
100% of Stuart and Margaret L Forbes Foundation Inc’s FY2025 grant dollars went to Polk County Community Foundation Inc, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2025 names 0 organizations directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
- Median grant, FY2025
- $8,250
- Largest grant, FY2025
- $2,296,458
- Organizations funded a year
- 1 to 5
- FY2018 to FY2024
- States reached, FY2025
- 1
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2024, 60% of the organizations Stuart and Margaret L Forbes Foundation Inc funded were first-time grantees, receiving 16% of its grant dollars.
New vs renewed · share of each year
In FY2024, 84% of grant dollars renewed an existing relationship; $20k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 2 | $9k | 50% |
| FY2024 | 5 | $127k | 60% |
| FY2023 | 2 | $76k | 0% |
| FY2022 | 2 | $67k | 0% |
| FY2021 | 2 | $69k | 0% |
| FY2020 | 1 | $54k | 0% |
| FY2019 | 3 | $55k | 67% |
| FY2018 | 1 | $1k | 100% |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.
Top grantees
Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Development Foundation of the Nccat Inc | $12,500 | 1 | n/a |
| Carolina Foothills Foundation | $200 | 1 | 0% |
| Conserving Carolina | $100 | 1 | 0% |
Plus 6 recipients with no EIN on record ($479k), not named here.
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a set of overlaps that mostly run through this funder rather than between each other.
Open a dossier: Fidelity Investments Charitable Gift Fund
How this is measured
Compare Stuart and Margaret L Forbes Foundation Inc with peer funders
Warm introductions · Powered by PlinthPlus
How do I get to Stuart and Margaret L Forbes Foundation Inc?
Find your warmest path to Stuart and Margaret L Forbes Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.
About Stuart and Margaret L Forbes Foundation Inc
- How much does Stuart and Margaret L Forbes Foundation Inc give?
- Stuart and Margaret L Forbes Foundation Inc reported 3 grants totaling $2,305,708 in its FY2025 IRS filing. It funded between 1 and 5 organizations a year over FY2018 to FY2024.
- What does Stuart and Margaret L Forbes Foundation Inc fund?
- By grant dollars over FY2017 to FY2025, its largest causes are Philanthropy (82%), Education (17%), Arts & Culture (0%).
- Who are Stuart and Margaret L Forbes Foundation Inc's largest grantees?
- By total granted over FY2017 to FY2025: Development Foundation of the Nccat Inc ($13k), Carolina Foothills Foundation ($200), Conserving Carolina ($100).
- Does Stuart and Margaret L Forbes Foundation Inc fund new organizations?
- In FY2024, 60% of the organizations it funded were first-time grantees.
- Does Stuart and Margaret L Forbes Foundation Inc accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Which funders back the same organizations as Stuart and Margaret L Forbes Foundation Inc?
- Its strongest co-funders, measured against what their size predicts, include Fidelity Investments Charitable Gift Fund.
- Where is Stuart and Margaret L Forbes Foundation Inc based?
- Stuart and Margaret L Forbes Foundation Inc is based in NC.
Play a game based on Stuart and Margaret L Forbes’ filings →