2023-01-13T11:02:55-06:00 2022-08-31 561761202 MARTIN STARNES & ASSOCIATES CPAS PA 730 13TH AVENUE DR SE HICKORY NC 286025196 990PF 2021-09-01 562048446 PATRICK BEAVER SCHOLARSHIP FOUNDATION INC PATR 8283250655 2425 NORTH CENTER STREET 362 HICKORY NC 28601 ANGELA B SIMMONS SECRETARY 8283250655 2023-01-12 1 ANGELA SIMMONS 999009999 LORRIE S EATON CPA P00787878 8283272727 2023-01-12 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z X 2171806 X X 49850 49850 147408 844937 147408 1500 1834 1834 199092 199092 1500 0 0 0 11856 0 11856 6778 222 1750 533 33 500 19167 255 14106 85010 85010 104177 255 99116 94915 198837 1500 97525 41915 41915 1888 0 249282 248979 766364 658347 1412032 484539 495687 468880 1350316 1445231 2171806 0 0 X 0 0 0 0 1350316 1445231 1350316 1445231 1350316 1445231 1350316 94915 0 1445231 0 1445231 PUBLICLY TRADED SECURITIES 844937 697529 147408 147408 147408 2764 0 2764 0 2764 2040 0 0 0 2040 0 724 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A ABS LEGACY PARTNERS 8283250655 2425 NORTH CENTER STREET 362 HICKORY NC 28601 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 TONI W ALEXANDER 2425 NORTH CENTER STREET 362 HICKORY NC 28601 PRESIDENT 1.00 0 0 0 JEFFREY W BEHMER 2425 NORTH CENTER STREET 362 HICKORY NC 28601 TREASURER 1.00 0 0 0 ANGELA B SIMMONS 2425 NORTH CENTER STREET 362 HICKORY NC 28601 SECRETARY 1.00 0 0 0 DEBORAH B LOOPER 2425 NORTH CENTER STREET 362 HICKORY NC 28601 VICE PRESIDENT 1.00 0 0 0 DONNA B MALONE 2425 NORTH CENTER STREET 362 HICKORY NC 28601 DIRECTOR 1.00 0 0 0 GRACE B SIMMONS 2425 NORTH CENTER STREET 362 HICKORY NC 28601 DIRECTOR 1.00 0 0 0 PATRICIA A ANDERSON 2425 NORTH CENTER STREET 362 HICKORY NC 28601 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2298430 50146 0 2348576 0 0 2348576 35229 2313347 115667 115667 2764 2764 112903 1500 114403 0 114403 99116 0 99116 114403 97572 0 0 99116 97572 0 0 1544 0 0 0 0 0 0 0 0 112859 0 0 0 X L NEGRETE-PEREZ APPALACHIAN STATE UNIVERSITY BOX 32059 BOONE NC 28608 NONE SCHOLARSHIP GRANT 3000 P FURR APPALACHIAN STATE UNIVERSITY BOX 32059 BOONE NC 28608 NONE SCHOLARSHIP GRANT 1500 S LINGLE APPALACHIAN STATE UNIVERSITY BOX 32059 BOONE NC 28608 NONE SCHOLARSHIP GRANT 1500 E GRIFFITH CAMPBELL UNIVERSITY PO BOX 97 BUIES CREEK NC 27506 NONE SCHOLARSHIP GRANT 3000 S ISENHOUR CATAWBA VALLEY COMMUNITY COLLEGE 2550 HIGHWAY 70 SE HICKORY NC 28602 NONE SCHOLARSHIP GRANT 3000 S GUTIERREZ CATAWBA VALLEY COMMUNITY COLLEGE 2550 HIGHWAY 70 SE HICKORY NC 28602 NONE SCHOLARSHIP GRANT 3260 M CULPEPPER DUKE UNIVERSITY BOX 3715 DURHAM NC 27708 NONE SCHOLARSHIP GRANT 1500 N HEATH EAST TENNESSEE STATE UNIVERSITY PO BOX 70731 JOHNSON CITY TN 37614 NONE SCHOLARSHIP GRANT 1500 L SIGMON ELON UNIVERSITY 100 CAMPUS DR ELON NC 27244 NONE SCHOLARSHIP GRANT 1500 W STEWART GARDNER-WEBB UNIVERSITY UNIVERSITY CENTER BOILING SPRINGS NC 28017 NONE SCHOLARSHIP GRANT 3000 J DUNCAN HIGH POINT UNIVERSITY 833 MONTLIEU AVENUE HIGH POINT NC 27262 NONE SCHOLARSHIP GRANT 1500 C MCCREA JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALITMORE MD 21218 NONE SCHOLARSHIP GRANT 3000 I HEARD LENOIR-RHYNE UNIVERSITY PO BOX 7246 HICKORY NC 28603 NONE SCHOLARSHIP GRANT 2250 A CONNOLLY LIBERTY UNIVERSITY PO BOX 10425 LYNCHBURH VA 24506 NONE SCHOLARSHIP GRANT 3000 C ARNEY NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7302 RALEIGH NC 27695 NONE SCHOLARSHIP GRANT 3000 C SHEPLER NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7302 RALEIGH NC 27695 NONE SCHOLARSHIP GRANT 3000 M BUFF NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7302 RALEIGH NC 27695 NONE SCHOLARSHIP GRANT 3000 M CONNOR NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7302 RALEIGH NC 27695 NONE SCHOLARSHIP GRANT 3000 S HEATH NORTH CAROLINA STATE UNIVERSITY CAMPUS BOX 7302 RALEIGH NC 27695 NONE SCHOLARSHIP GRANT 3000 E MAGGIO UNC-WILMINGTON 601 S COLLEGE RD WILMINGTON NC 28403 NONE SCHOLARSHIP GRANT 1500 C XIONG UNC-CHAPEL HILL 450 RIDGEROAD CB 1400 CHAPEL HILL NC 27599 NONE SCHOLARSHIP GRANT 1500 E WILLIAMS UNC-CHAPEL HILL 450 RIDGEROAD CB 1400 CHAPEL HILL NC 27599 NONE SCHOLARSHIP GRANT 3000 E JARRETT UNC-CHAPEL HILL 450 RIDGEROAD CB 1400 CHAPEL HILL NC 27599 NONE SCHOLARSHIP GRANT 3000 M MIDEA UNC-CHAPEL HILL 450 RIDGEROAD CB 1400 CHAPEL HILL NC 27599 NONE SCHOLARSHIP GRANT 3000 M FAIRCHILD UNC-CHAPEL HILL 450 RIDGEROAD CB 1400 CHAPEL HILL NC 27599 NONE SCHOLARSHIP GRANT 3000 M HAMBY UNC-CHAPEL HILL 450 RIDGEROAD CB 1400 CHAPEL HILL NC 27599 NONE SCHOLARSHIP GRANT 3000 N BYLES UNC-CHAPEL HILL 450 RIDGEROAD CB 1400 CHAPEL HILL NC 27599 NONE SCHOLARSHIP GRANT 3000 R HODAKOWSKI UNC-CHAPEL HILL 450 RIDGEROAD CB 1400 CHAPEL HILL NC 27599 NONE SCHOLARSHIP GRANT 3000 A HAGER UNC-CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 NONE SCHOLARSHIP GRANT 3000 B TEPPER UNC-CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 NONE SCHOLARSHIP GRANT 3000 C COOK UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 NONE SCHOLARSHIP GRANT 3000 G PROPST UNIVERSITY OF TENNESSEE 1331 CIRCLE PARK KNOXVILLE TN 37996 NONE SCHOLARSHIP GRANT 1500 G PROPST WAKE TECHNICAL COMMUNITY COLLEGE 9101 FAYETTEVILLE RD RALEIGH NC 27603 NONE SCHOLARSHIP GRANT 1500 D SMITH WESTERN CAROLINA UNIVERSITY KILLIAN ANNEX CULLOWHEE NC 28723 NONE SCHOLARSHIP GRANT 1500 85010 0 14 49850 01 1834 18 147408 0 199092 0 199092 0 0 0 0 0 0 0 0 0 0 ANGELA B SIMMONS *ABS LEGACY PARTNERS, A FIRM OWNED BY AN OFFICER OF THE PATRICK BEAVER SCHOLARSHIP FOUNDATION ("THE FOUNDATION") WAS COMPENSATED BY THE FOUNDATION TO PROVIDE MANAGEMENT SERVICES. THIS COMPENSATION IS REPORTED ON PART I, LINE 16C TO BE CONSISTENT WITH THE CHARACTER OF THE EXPENSE. THE FIRM BILLED THE FOUNDATION AT OR BELOW MARKET RATES CITIGROUP INC PERP-B NT - 5.900% 25687 24750 CVS HEALTH CORP - 2.625% 49930 48810 GLOBAL PAYMENTS - 2.650% 52570 47691 ICAHN ENTERPRISE 4.750% 52125 47438 JPMORGAN CHASE & CO - 5.150% 25200 24000 ONEOK INC - 7.500% 55263 51050 SPECTRA ENERGY - 3.500% 53542 48904 SPRINT CORP - 7.125% 53680 51625 STARBUCKS CORP - 3.100% 52313 49781 U.S. BANCORP - 3.700% 51187 49958 VODAFONE GROUP NOTE - 2.950% 24190 24873 ABBOTT LABS 10315 30795 ACCENTURE PLC 9756 28846 ALPHABET INC CL C 17800 98235 AMAZON COM 13848 38031 ANHEUSER BUSCH INBEV S F 17577 14508 APPLE INC 10851 125776 BANK OF AMERICA CORP 13931 33610 BECTON DICKINSON & CO 18780 37863 BECTON DICKINSON AND CO PRF 6.00% 26407 25250 BERKSHIRE HATHAWAY INC. CLASS B 19253 112320 CHARLES SCHWAB CORP 24655 42570 CHEVRON CORP 31566 63224 COMCAST CORP 40299 32571 COSTCO WHOLESALE CORPORATION 19101 41768 EXPEDITORS INTL WASH INC 44250 61734 KINDER MORGAN INC 12538 14656 LOCKHEED MARTIN CORP 25272 31508 MCDONALD'S CORP 5458 25228 MICROSOFT CORP 8278 104588 NESTLE S.A 2704 17559 NIKE INC-CL B 12192 31935 NOVO NORDISK A S 25638 42440 PEPSICO INC 17232 51681 SIMON PPTY GROUP INC 36011 40792 STARBUCKS CORP COM 27978 42035 UNILEVER N V N Y 11988 13617 VANGUARD HEALTH CARE ETF 39693 69468 VERIZON COMMUNICATIONS 52153 41810 VISA INC 19814 19871 WAL-MART STORES INC 10215 26510 WALT DISNEY HOLDINGS CO 19777 39228 WELLS FARGO PFD NON-CUM - 5.85 13017 12005 249282 248979 0 0 BANK & CUSTODY FEES 33 33 0 ANNUAL LUNCHEON 500 0 500 REFUND OF EXPENSES 1834 1834 1834 ADMINISTRATION OF FOUNDATION 11856 0 11856 990-PF ESTIMATED TAX 2020-2021 3056 0 0 FOREIGN TAXES 222 222 0 990-PF TAX COMPLIANCE 3500 0 1750