2019-01-14T12:32:59-06:00 2018-08-31 Foundation Source One Hollow Ln Ste 212 Lake Success NY 11042 990PF 2017-09-01 562048446 Patrick Beaver Scholarship Foundation Inc % Foundation Source PATR 8283250655 2425 North Center Street 362 Hickory NC 28601 PATRICIA A ANDERSON Treasurer 8008391754 2019-01-07 true Jeffrey D Haskell P01345770 8008391754 24.187.244.114 06391520190145000001 2019-01-14 P 8776116A3220F8F92B6869340FF540F084420A8B 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED 2017 2019-02-21 02:37:17Z X 1915877 X 0 X 317 317 41779 41779 70115 311709 70034 112211 112130 0 15698 4448 11250 2050 678 9579 103 9476 27327 5229 20726 50250 50250 77577 5229 70976 34634 106901 104388 89860 89860 696720 757679 1359815 486445 474648 466202 1287553 1322187 1915877 0 0 X 1287553 1322187 1287553 1322187 1287553 1322187 1287553 34634 1322187 1322187 Publicly-traded Securities 311709 241675 70034 70034 70034 false 67061 1679557 0.039928 69072 1590079 0.043439 68488 1627116 0.042092 72041 1615009 0.044607 95979 1562658 0.06142 0.231486 0.046297 1816686 84107 1069 85176 70976 2138 2138 2138 1200 1200 X 938 false false false false false 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 Patricia A Anderson 2425 North Center Street 362 Hickory NC 28601 Treas / Dir 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 Dir / Sec 1.0 0 0 0 1745901 98450 0 1844351 0 1844351 27665 1816686 90834 90834 2138 2138 88696 88696 88696 70976 0 0 0 0 70976 70976 88696 58448 2015 2014 2013 70976 58448 12528 0 0 76168 0 0 NONE 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 Alyssa Ann-Marie Maynard CATAWBA VALLEY COMMUNITY COLLEGE 2550 HWY 70 SE HICKORY NC 28602 NONE I Scholarship Grant 1000 Morgan Wicker CATAWBA VALLEY COMMUNITY COLLEGE 2550 HWY 70 SE HICKORY NC 28602 NONE I Scholarship Grant 1000 Will Van Velsor CATAWBA VALLEY COMMUNITY COLLEGE 2550 HWY 70 SE HICKORY NC 28602 NONE I Scholarship Grant 1000 Alyssa Ann-Marie Maynard CATAWBA VALLEY COMMUNITY COLLEGE 2550 HWY 70 SE HICKORY NC 28602 NONE I Scholarship Grant 1000 Callan Loflin DUKE UNIVERSITY PO BOX 90759 DURHAM NC 27708 NONE I Scholarship Grant 1250 Ryan Ferner DUKE UNIVERSITY PO BOX 90759 DURHAM NC 27708 NONE I Scholarship Grant 3000 Jenna Dare Duncan HIGH POINT UNIVERSITY 1 UNIVERSITY PKWY HIGH POINT NC 27268 NONE I SCHOLARSHIP GRANT 1500 Carter Cummins HIGH POINT UNIVERSITY 1 UNIVERSITY PKWY HIGH POINT NC 27268 NONE I Scholarship Grant 1250 Claire Elyse McCrea JOHNS HOPKINS UNIVERSITY 3400 N CHARLES ST 146 GARLAND HALL BALTIMORE MD 21218 NONE I SCHOLARSHIP GRANT 1500 Nathan Tyler Huffman LENOIR-RHYNE UNIVERSITY PO BOX 7164 HICKORY NC 28603 NONE I SCHOLARSHIP GRANT 3000 Lance Hart Sigmon NORTH CAROLINA STATE UNIVERSITY 2016 HARRIS HALL BOX 7302 RALEIGH NC 27695 NONE I Scholarship Grant 1500 Brianna Leigh Reeves NORTH CAROLINA STATE UNIVERSITY 2016 HARRIS HALL BOX 7302 RALEIGH NC 27695 NONE I Scholarship Grant 3000 Jennifer Craft UNIVERSITY OF NC AT CHAPEL HILL PO BOX 309 CHAPEL HILL NC 27514 NONE I SCHOLARSHIP GRANT 1250 Jacob Michael Pursel UNIVERSITY OF NC AT CHAPEL HILL 2215 SASB N CB 1400 450 RIDGE RD CHAPEL HILL NC 27599 NONE I Scholarship Grant 3000 Darvinash Chandra Mohan UNIVERSITY OF NC AT CHAPEL HILL 2215 SASB N CB 1400 450 RIDGE RD CHAPEL HILL NC 27599 NONE I Scholarship Grant 3000 Danielle Luna Canaday UNIVERSITY OF NC AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 NONE I Scholarship Grant 1500 William Van Velsor UNIVERSITY OF NC AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 NONE I Scholarship Grant 2000 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 1500 Keyana Monique Cardoza UNIVERSITY OF TAMPA 401 W KENNEDY BLVD TAMPA FL 33606 NONE I SCHOLARSHIP GRANT 1500 Madeline Morgan Honeycutt VIRGINIA COMMONWEALTH UNIVERSITY 1015 FLOYD AVE 1 FL 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 3000 Hannah Nicole Miller WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANX CULLOWHEE NC 28723 NONE I Scholarship Grant 1500 Hannah Nicole Miller WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANX CULLOWHEE NC 28723 NONE I Scholarship Grant 1500 Donavan Ray Smith WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANX CULLOWHEE NC 28723 NONE I Scholarship Grant 1500 50250 14 317 14 41779 18 70115 112211 112211 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 $11,250 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 25053 BLOCK FINANCIAL - 4.125% - 10/ 25979 25237 CENTURYLINK INC - 5.800% - 03/ 25702 25531 CENTURYLINK INC SR NT-V - 5.62 10248 10213 CITIGROUP INC PERP-B NT - 5.90 25687 25688 DISH DBC CORP - 5.125% - 05/01 25751 25125 EMC CORP - 2.650% - 06/01/2020 22391 24375 ENBRIDGE ENERGY PTRS LP BOND - 29030 25013 ENERGIZER - 4.700% - 05/19/202 25528 25188 GENERAL ELECTRIC CO - 5.000% - 30944 29999 HCA INC - 4.250% - 10/15/2019 25886 25279 HOST HOTELS &RESORTSLP NOTE - 25692 24581 JPMORGAN CHASE & CO - 5.150% - 25200 24938 MOTOROLA SOLUTIONS - 0.000% - 23758 24456 NETFLIX INC - 5.375% - 02/01/2 26338 25718 PEPSICO INC - 2.250% - 01/07/2 24764 24978 SAFEWAY INC NT - 5.000% - 08/1 25000 25063 SPECTRA ENERGY - 4.750% - 03/1 26856 25528 VODAFONE GROUP NOTE - 2.950% - 24190 24239 3M CO 6910 10546 ABBOTT LABS 34550 56814 ACCENTURE PLC 9756 16907 ALPHABET INC CL C 36674 97455 AMAZON COM 13848 30191 ANHEUSER BUSCH COS INC 9454 9323 APPLE INC 52862 125196 BANK OF AMERICA CORP 13931 30930 BANK OF AMERICA CORP - 7.250% 22231 26179 BECTON DICKINSON & CO 16118 52374 BERKSHIRE HATHAWAY INC. CLASS 36173 156539 BLACKROCK INC 17527 23953 CHEVRON CORP 12362 29615 COLGATE-PALMOLIVE COMPANY 4298 6641 COSTCO WHOLESALE CORPORATION 9611 11657 FACEBOOK INC 14652 17573 ISHARES CORE MSCI EMERGING MAR 83836 88927 KINDER MORGAN INC 14547 14160 MCDONALD'S CORP 5458 16223 MEDTRONIC PLC 23085 28923 MICROSOFT CORP 10348 56165 NATIONAL GRID TRANSCO PLC 11095 12137 NESTLE S.A 7211 33500 NIKE INC-CL B 16734 32880 NOVO NORDISK A S 9099 12293 PEPSICO INC 19261 33603 SIMON PPTY GROUP INC 12390 13727 STARBUCKS CORP COM 33896 32070 TJX COMPANIES INC 7119 10997 UNILEVER N V N Y 11988 17244 UNITED PARCEL SERVICE 35215 55296 UNITED TECHNOLOGIES CORP 15329 19755 US BANCORP 14944 18939 VANGUARD HEALTH CARE ETF 40581 53118 WAL-MART STORES INC 24217 38344 WALT DISNEY HOLDINGS CO 19777 39207 WELLS FARGO & CO 17575 17544 WELLS FARGO PFD NON-CUM - 5.85 13017 12870 Administrative Fees 9476 9476 Bank Charges 103 103 Administration of Foundation 11250 11250 Investment Management Services 4448 4448 990-PF Estimated Tax for 2018 1200 990-PF Excise Tax for 2017 172 Foreign Tax Paid 678 678