2020-01-14T16:15:43-06:00 2019-08-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2018-09-01 562048446 Patrick Beaver Scholarship Foundation Inc % Foundation Source PATR 8283250655 2425 North Center Street 362 Hickory NC 28601 PATRICIA ANDERSON Treasurer 8008391754 2020-01-03 true Jeffrey D Haskell P01345770 8008391754 2018 2022-09-23 18:48:47Z X 1915726 X 0 X 1618 1618 44357 44357 81445 366463 81445 127420 127420 0 150 0 0 150 25825 4575 21250 2710 172 9720 110 9610 38405 4857 0 31010 56705 56705 95110 4857 0 87715 32310 122563 89860 147172 147172 757679 712427 1269122 474648 494898 499432 1322187 1354497 1915726 0 0 X 1322187 1354497 1322187 1354497 1322187 1354497 1322187 32310 1354497 1354497 Publicly-traded Securities 366463 285018 81445 81445 81445 false 70976 1816686 0.039069 67061 1679557 0.039928 69072 1590079 0.043439 68488 1627116 0.042092 72041 1615009 0.044607 0.209135 0.041827 1843117 77092 1226 78318 87715 X 1226 1226 1226 1600 1600 X 374 374 false false false false true false false true true NC true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false true true false false false false false false false false false false true false false false false false false false Patricia A Anderson 2425 North Center Street 362 Hickory NC 28601 Dir, Treas 1.0 0 0 0 Donald C Beaver 2425 North Center Street 362 Hickory NC 28601 Pres, Dir 1.0 0 0 0 Deborah B Looper 2425 North Center Street 362 Hickory NC 28601 Dir 1.0 0 0 0 Donna B Malone 2425 North Center Street 362 Hickory NC 28601 Dir 1.0 0 0 0 Angela B Simmons 2425 North Center Street 362 Hickory NC 28601 Sec, Dir 1.0 0 0 0 Toni W Alexander 2425 North Center Street 362 Hickory NC 28601 Dir 1.0 0 0 0 1728110 143075 0 1871185 0 1871185 28068 1843117 92156 92156 1226 1226 90930 90930 90930 87715 0 0 0 0 87715 1226 86489 90930 76168 2016 2015 2014 87715 76168 11547 0 0 79383 0 0 NONE X GRANT APPLICATIONS TO AB SIMMONS 2425 N CENTER STREET STE 362 HICKORY NC 28601 8283250655 ONLINE VIA FOUNDATION SOURCE REQUESTS WEBSITE FOR PREAPPROVED SCHOLARSHIP PROGRAM NONE CANDIDATES PRIMARILY FROM CATAWBA COUNTY Fredy Ivan Alejandro Reyes Irias APPALACHIAN STATE UNIVersity BOX 32059 BOONE NC 28608 none I Scholarship Grant 3000 Savannah Lea Isenhour CCCTI 2855 HICKORY BLVD HUDSON NC 28607 none I Scholarship Grant 955 alyssa ann-marie maynard CATAWBA VALLEY COMMUNITY COLLEGE 2550 HWY 70 SE HICKORY NC 28602 none I Scholarship Grant 1000 Ryan Ferner DUKE UNIVERSITY PO BOX 90759 DURHAM NC 27708 none I Scholarship Grant 1500 Jenna Dare Duncan HIGH POINT UNIVERSITY 1 UNIVERSITY PKWY HIGH POINT NC 27268 none I Scholarship Grant 3000 Claire Elyse McCrea JOHNS HOPKINS UNIVERSITY 3400 N CHARLES ST 146 GARLAND HALL BALTIMORE MD 21218 none I Scholarship Grant 3000 Nathan Tyler Huffman LENOIR-RHYNE UNIVERSITY PO BOX 7164 HICKORY NC 28603 none I Scholarship grant 3000 Brianna Leigh Reeves NORTH CAROLINA STATE UNIVERSITY 2016 HARRIS HALL BOX 7302 RALEIGH NC 27695 none I Scholarship Grant 1500 Lance Hart Sigmon NORTH CAROLINA STATE UNIVERSITY 2016 HARRIS HALL BOX 7302 RALEIGH NC 27695 none I Scholarship Grant 3000 Alyssa Maynard NORTH CAROLINA STATE UNIVERSITY 2016 HARRIS HALL BOX 7302 RALEIGH NC 27695 none I Scholarship Grant 2250 Matthew Connor NORTH CAROLINA STATE UNIVERSITY 2016 HARRIS HALL BOX 7302 RALEIGH NC 27695 none I Scholarship Grant 1500 Colby Lawrence Shepler NORTH CAROLINA STATE UNIVERSITY 2016 HARRIS HALL BOX 7302 RALEIGH NC 27695 none I Scholarship Grant 1500 Sara Elizabeth Heath NORTH CAROLINA STATE UNIVERSITY 2016 HARRIS HALL BOX 7302 RALEIGH NC 27695 none I Scholarship Grant 1500 Darvinash Chandra Mohan UNIVERSITY OF NC AT CHAPEL HILL STE 2215 SASB N CB 1400 450 RIDGE CHAPEL HILL NC 27599 none I Scholarship Grant 3000 Jacob Michael Pursel UNIVERSITY OF NC AT CHAPEL HILL STE 2215 SASB N CB 1400 450 RIDGE CHAPEL HILL NC 27599 none I Scholarship Grant 3000 Ethan Andrew Jarret UNIVERSITY OF NC AT CHAPEL HILL STE 2215 SASB N CB 1400 450 RIDGE CHAPEL HILL NC 27599 none I Scholarship Grant 1500 William Van Velsor UNIVERSITY OF NC AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 none I Scholarship Grant 2250 Danielle Luna Canaday UNIVERSITY OF NC AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 none I Scholarship Grant 3750 Shelby Dian Corriher UNIVERSITY OF NC AT GREENSBORO PO BOX 26170 GREENSBORO NC 27402 none I Scholarship Grant 3000 Keyana Monique Cardoza UNIVERSITY OF TAMPA 401 W KENNEDY BLVD TAMPA FL 33606 none I Scholarship grant 3000 Madeline Morgan Honeycutt VIRGINIA COMMONWEALTH UNIVERSITY 1015 floyd ave 1fl po box 843026 RICHMOND VA 23284 none I Scholarship Grant 3000 Anna Elizabeth Sheets WAKE FOREST UNIVERSITY PO BOX 7246 WINSTON SALEM NC 27109 none I Scholarship Grant 1500 HAnnah Nicole Miller WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANX CULLOWHEE NC 28723 none I Scholarship Grant 3000 Donavan Ray Smith WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANX CULLOWHEE NC 28723 none I Scholarship Grant 3000 56705 14 1618 14 44357 18 81445 127420 127420 false false false false false false false false false false Angela B Simmons ABS LEGACY PARTNERS, LLC, A FIRM OWNED BY AN OFFICER OF THE PATRICK BEAVER SCHOLARSHIP FOUNDATION, INC. (THE "FOUNDATION"), WAS PAID $21,250 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. ALLERGAN INC - 3.375% - 09/15/ 25704 25252 BLOCK FINANCIAL - 4.125% - 10/ 25979 25413 CENTURYLINK INC - 5.800% - 03/ 25702 26344 CENTURYLINK INC SR NT-V - 5.62 10248 10175 CITIGROUP INC PERP-B NT - 5.90 25687 26250 DISH DBC CORP - 5.125% - 05/01 25751 25282 EMC CORP - 2.650% - 06/01/2020 22391 24903 ENERGIZER - 4.700% - 05/19/202 25528 25438 HOST HOTELS &RESORTSLP NOTE - 25692 26073 JPMORGAN CHASE & CO - 5.150% - 25200 25625 KRAFT HEINZ FOODS - 4.000% - 0 26402 25976 MOTOROLA SOLUTIONS - 0.000% - 23758 25732 NETFLIX INC - 5.375% - 02/01/2 36598 36224 NORDSTROM INC SR NT - 4.000% - 25542 25707 ONEOK INC - 4.250% - 02/01/202 26096 25977 ROYAL CARIBBEAN CRUISES LTD - 26371 27188 SPECTRA ENERGY - 4.750% - 03/1 37114 36059 VODAFONE GROUP NOTE - 2.950% - 24190 25590 YUM BRANDS - 3.875% - 11/01/20 30945 30224 ABBOTT LABS 14544 25596 ACCENTURE PLC 9756 19817 ALPHABET INC CL C 36674 95048 AMAZON COM 13848 26644 APPLE INC 50462 104369 BANK OF AMERICA CORP 13931 27510 BANK OF AMERICA CORP - 7.250% 22231 29480 BECTON DICKINSON & CO 11742 38088 BERKSHIRE HATHAWAY INC. CLASS 36173 152557 CHARLES SCHWAB CORP 24655 22962 CHEVRON CORP 12362 29430 COLGATE-PALMOLIVE COMPANY 4298 7415 COSTCO WHOLESALE CORPORATION 9611 14738 EXPEDITORS INTL WASH INC 51756 49770 EXXON MOBIL CORP 27520 23968 FACEBOOK INC 14652 18567 ISHARES CORE MSCI EMERGING MAR 70733 67578 KINDER MORGAN INC 14547 16216 MCDONALD'S CORP 5458 21797 MEDTRONIC PLC 11543 16184 MICROSOFT CORP 10348 68930 NATIONAL GRID TRANSCO PLC 11095 11979 NESTLE S.A 4507 28098 NIKE INC-CL B 16734 33800 NOVO NORDISK A S 9099 13028 PEPSICO INC 19261 41019 SIMON PPTY GROUP INC 25839 22341 STARBUCKS CORP COM 28480 48280 TJX COMPANIES INC 7119 10994 UNILEVER N V N Y 11988 18627 UNITED TECHNOLOGIES CORP 25159 29304 VANGUARD HEALTH CARE ETF 40581 50895 WAL-MART STORES INC 12927 22852 WALT DISNEY HOLDINGS CO 19777 48041 WELLS FARGO PFD NON-CUM - 5.85 13017 13200 General Consultations 150 150 Administrative Fees 9605 9605 Bank Charges 110 110 REGISTERED AGENT FEE 5 5 Administration of Foundation 21250 21250 Investment Management Services 4575 4575 990-PF Estimated Tax for 2019 1600 990-PF Excise Tax for 2018 938 Foreign Tax Paid 172 172