2026-08-28T12:36:53-05:00 2026-04-30 561761202 MARTIN STARNES & ASSOCIATES CPAS PA 730 13TH AVENUE DR SE HICKORY NC 286025196 990PF 2025-05-01 562028723 BEAVER FAMILY FOUNDATION INC BEAV 8283250655 2425 N CENTER STREET 362 HICKORY NC 28601 ANGELA B SIMMONS SECRETARY 8283250655 2026-08-27 1 JOHN B WHITLEY II CPACFP P00609379 8283272727 2026-08-27 2025 X 20798935 X X 463299 463299 1197327 5680066 1197327 9545 0 1670171 1660626 30000 0 30000 4750 0 4750 157331 50822 106509 23454 3252 0 1194 438 756 216729 54512 142015 871000 871000 1087729 54512 1013015 582442 1606114 90432 59253 59253 1392069 2038894 2025805 6123754 6057093 15057692 3632915 3666372 3656185 11239170 11821612 20798935 0 0 X 0 0 0 0 11239170 11821612 11239170 11821612 11239170 11821612 11239170 582442 0 11821612 0 11821612 PUBLICLY TRADED SECURITIES 1580346 1780228 -199882 -199882 PUBLICLY TRADED SECURITIES 4099720 2702511 1397209 1397209 1197327 22325 0 22325 0 22325 12400 0 0 0 12400 X 162 10087 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 ABSLEGACYPARTNERS.COM/BEAVER-FAMILY-FOUNDATION ABS LEGACY PARTNERS 8283250655 3048 NORTH CENTER STREET HICKORY NC 28601 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD C BEAVER 2425 N CENTER STREET 362 HICKORY NC 28601 PRESIDENT 1.00 4500 0 0 VICKIE BEAVER 2425 N CENTER STREET 362 HICKORY NC 28601 DIRECTOR 1.00 6000 0 0 DEBORAH B LOOPER 2425 N CENTER STREET 362 HICKORY NC 28601 VICE PRESIDENT 1.00 4500 0 0 DONNA MALONE 2425 N CENTER STREET 362 HICKORY NC 28601 TREASURER 1.00 4500 0 0 ANGELA B SIMMONS 2425 N CENTER STREET 362 HICKORY NC 28601 SECRETARY 1.00 0 0 0 GRACE SIMMONS 2425 N CENTER STREET 362 HICKORY NC 28601 DIRECTOR 1.00 6000 0 0 BEAU SIMMONS 2425 N CENTER STREET 362 HICKORY NC 28601 DIRECTOR 1.00 4500 0 0 NONE 0 NONE 0 0 20348088 125044 0 20473132 0 0 20473132 307097 20166035 1008302 1008302 22325 22325 985977 0 985977 0 985977 1013015 0 1013015 985977 969532 2023 3267 0 1013015 969532 0 0 43483 0 0 0 0 3267 3267 0 0 942494 0 0 0 DONALD C BEAVER X AIDS LEADERSHIP FOOTHILLS AREA ALLIANCE 1120 FAIRGROVE CHURCH ROAD SE SUITE 28 HICKORY NC 28602 N/A PC GENERAL AND UNRESTRICTED 10000 ARTS CULTURE CATAWBA 243 3RD AVE NE BOX 5 HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 25000 ASHURE MINISTRY PO BOX 31 NEWTON NC 28658 N/A PC GENERAL AND UNRESTRICTED 50000 BURKE UNITED CHRISTIAN MINISTRIES 576 EAST FLEMING DRIVE MORGANTON NC 28655 N/A PC GENERAL AND UNRESTRICTED 10000 CATAWBA COUNTY COUNCIL ON AGING INC PO BOX 835 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED 15000 CATAWBA COUNTY UNITED WAY PO BOX 2425 HICKORY NC 28603 N/A PC TEEN CHRISTMAS GIFTS 7500 CATAWBA SCIENCE CENTER PO BOX 2431 HICKORY NC 28603 N/A PC PORTAL TO SCIENCE 15000 CATAWBA VALLEY LEADERSHIP FOUNDATION 407 2ND STREET NW HICKORY NC 28601 N/A PC STRONG STUDENT LEADER PROGRAM 10000 CATAWBA VALLEY YOUNG LIFE PO BOX 9251 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED 7500 CENTRO LATINO PO BOX 104 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED 40000 CHILDREN'S FLIGHT OF HOPE 751 CORPORATE CENTER DRIVE SUITE 130 RALEIGH NC 27607 N/A PC BRIDGING THE DISTANCE FOR NC FAMILIES 28750 COUNCIL ON ADOLESCENTS OF CATAWBA 1120 FAIRGROVE CHURCH ROAD SE SUITE 22 HICKORY NC 28602 N/A PC GENERAL AND UNRESTRICTED 20000 CROHN'S AND COLITIS FOUNDATION 8508 PARK ROAD 157 CHARLOTTE NC 28210 N/A PC IBD PLEXUS 25000 ELK RIVER HELPING HANDS 1000 CLUBHOUSE DRIVE BANNER ELK NC 28604 N/A PC HURRICANE HELENE RELIEF 50000 EXODUS OUTREACH FOUNDATION 610 4TH ST SW HICKORY NC 28602 N/A PC GENERAL AND UNRESTRICTED 25000 FAMILY CARE CENTER OF CATAWBA VALLEY INC 2875 HIGHLAND AVENUE NE HICKORY NC 28601 N/A PC CHRISTMAS DINNERS 7500 FEUSA 712 H STREET NE SUITE 1091 WASHINGTON DC 20002 N/A PC GENERAL AND UNRESTRICTED 1000 FOOTHILLS CONSERVANCY OF NORTH CAROLINA PO BOX 3023 MORGANTON NC 28655 N/A PC JOE MOUNTAIN PRESERVE EXPANSION 66750 GREATER HICKORY CCM 31 1ST AVENUE SE HICKORY NC 28602 N/A PC GENERAL AND UNRESTRICTED 20000 HABITAT FOR HUMANITY OF CATAWBA VALLEY PO BOX 9475 HICKORY NC 28603 N/A PC HABITAT REPAIRS PROGRAM 27500 HART SQUARE FOUNDATION 5505 HOPE RD VALE NC 28168 N/A PC EXPANDING EDUCATION OFFERINGS 25000 HICKORY BALLET AND PERFORMING ARTS 2425 NORTH CENTER STREET 362 HICKORY NC 28601 N/A PC PROGRAM SCHOLARSHIPS 5000 HICKORY CHORAL SOCIETY 243 THIRD AVENUE NE HICKORY NC 28601 N/A PC JOY OF MUSIC ENDOWMENT CAMPAIGN 10000 HICKORY COMMUNITY THEATRE 30 3RD STREET NW HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 15500 HICKORY MUSEUM OF ART INC 243 3RD AVENUE NE HICKORY NC 28601 N/A PC UNCRATE THE FUTURE CAPITAL CAMPAIGN 100000 HICKORY POLICE DEPARTMENT PO BOX 398 HICKORY NC 28603 N/A GOV COPS FOR TOTS CHRISTMAS PROGRAM 7500 HICKORY SOUP KITCHEN INC 110 2ND ST PL SE HICKORY NC 28602 N/A PC HEALTHY CHOICE GROCERY PROGRAM 15000 NC SCHOOL FOR THE DEAF AT MORGANTON FNDTN PO BOX 1397 MORGANTON NC 28680 N/A PC ALDER SPRINGS DEAF AND BLIND COMMUNITY - PHASE 2 EXPANSION 50000 NEIGHBOR TO NEIGHBOR MINISTRIES PO BOX 25628 RALEIGH NC 27611 N/A PC GENERAL AND UNRESTRICTED 10000 NEW BEGINNINGS 706 MAIN AVENUE SE HICKORY NC 28602 N/A PC TRANSPORTATION UPGRADE FOR RECOVERY HOUSING PROGRAM 9000 OUTRIGHT YOUTH OF CATAWBA VALLEY INC 1331 4TH STREET DRIVE NW SUITE I HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 15000 REACH OUT AND READ PO BOX 2372 MATTHEWS NC 28106 N/A PC GENERAL AND UNRESTRICTED 15000 THE CORNER TABLE PO BOX 1051 NEWTON NC 28658 N/A PC BACKPACK PROGRAM 18000 THE SALVATION ARMY OF GREATER HICKORY PO BOX 1167 HICKORY NC 28602 N/A PC ANGEL TREE PROGRAM 7500 UNIVERSITY CHRISTIAN HIGH SCHOOL 602 7TH AVENUE NE HICKORY NC 28601 N/A PC GUIDANCE AND STUDENT ACHIEVEMENT CENTER 15000 WESTERN PIEDMONT SYMPHONY 243 3RD AVENUE NE SUITE 1-N HICKORY NC 28601 N/A PC GENERAL AND UNRESTRICTED 20000 WOMENS RESOURCE CENTER PO BOX 1608 HICKORY NC 28603 N/A PC GENERAL AND UNRESTRICTED 15000 YMCA OF CATAWBA VALLEY 315 1ST AVENUE NW HICKORY NC 28601 N/A PC OUT-OF-SCHOOL PROGRAM - HICKORY PUBLIC SCHOOLS 57000 871000 0 14 463299 18 1197327 IRS REFUNDS 9545 9545 1660626 0 1670171 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4750 0 4750 ANGELA B SIMMONS *ABS LEGACY PARTNERS, A FIRM OWNED BY AN OFFICER OF BEAVER FAMILY FOUNDATION, INC ("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 ONEOK, INC. - 5.55% 604601 603092 GE HEALTHCARE HL - 5.65% 615377 610576 BANK OF AMERICA - 4.183% 593303 598701 JACOBS SOLUTIONS - 6.35% 613151 620179 ORACLE CORP - 6.15% 629507 618568 MCDONALD'S CORP - 4.6% 610433 605069 ABBOTT LABS 193805 381318 ACCENTURE PLC 148477 214452 ALPHABET INC 122646 2073934 AMAZON COM 350471 954216 APPLE INC 62339 1282129 BANK OF AMERICA CORP 85404 267300 BECTON DICKINSON & CO 60898 149040 BERKSHIRE HATHAWAY INC. 210356 1423800 CHEVRON CORP 42692 251303 COMCAST CORP 373546 324480 COSTCO WHOLESALE CORP 5305 253633 DISNEY WALT CO. 226075 332000 DOMINION ENERGY INC 202780 251550 EXPEDITORS INTL WASH INC 169772 340147 INTL FLAVORS & FRAGRA 225624 210600 JACOBS SOLUTIONS INC 314688 368819 LABCORP 103030 128400 MCDONALD'S CORP 38123 366988 MERCK & CO INC 177345 218360 MICROSOFT CORP 81040 1060228 NESTLE S.A 201798 253700 NIKE INC 132001 146388 NOVO NORDISK A S 186911 143548 RTX CORP 286905 510603 SHELL PLC 542999 725360 SIMON PPTY GROUP 174522 407420 STARBUCKS CORP 222601 421320 UNILEVER PLC 244972 314540 UNION PAC CORP 190240 215584 VANGUARD HEALTH CARE ETF 320031 599412 VISA INC 95986 164920 ANHEUSER BUSCH INBEV SK 263711 302200 2038894 2025805 0 0 CUSTODY/ADR FEES 438 438 0 BILL PAY FEE 756 0 756 IRS REFUNDS 9545 9545 ADMINISTRATION OF FOUNDATION 106509 0 106509 COMMISSIONS AND FEES 50822 50822 0 990-PF ESTIMATED TAX FOR 2025 18600 0 0 FOREIGN TAX PAID 3252 3252 0 990-PF 2024 TAXES DUE 1602 0 0