ERICKSON FOUNDATION TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ERICKSON FOUNDATION TR (EIN 55-0722731)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-09
IRS object ID: 202411309349103101
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Land Schedule2
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-09T15:40:40-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	550603535	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MCDONOUGH EDDY POLING & BAYLOUS AC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 184	AddressLine1Txt
City	PARKERSBURG	CityNm
State Abbreviation	WV	StateAbbreviationCd
ZIP	261020184	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	550722731	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ERICKSON FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ERIC	BusinessNameControlTxt
Phone	3044288091	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1094	AddressLine1Txt
City	PARKERSBURG	CityNm
State Abbreviation	WV	StateAbbreviationCd
ZIP	26102	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KATHY G EDDY	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	3044288091	PhoneNum
Signature	2024-05-07	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KATHY G	PersonFirstNm
Person Last	EDDY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BENJAMIN M POLING CPA	PreparerPersonNm
PTIN	P01624342	PTIN
Phone	3044288091	PhoneNum
Preparation	2024-05-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,894,578	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$24,837	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$24,837	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$68,712	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$68,712	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$29,647	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	-$23,415	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$241,576	GrossSalesPriceAmt
Other Income Rev And Expnss	$12,737	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$12,737	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$82,871	TotalRevAndExpnssAmt
Total Net Invst Incm	$106,286	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$9,774	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$10,473	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$10,473	OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss	$39,065	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$39,065	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$59,312	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$49,538	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$125,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$125,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$184,312	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$49,538	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$125,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$101,441	ExcessRevenueOverExpensesAmt
Net Investment Income	$56,748	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$79,679	CashBOYAmt
Cash EOY	$56,463	CashEOYAmt
Cash EOYFMV	$56,463	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$250,204	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$158,357	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$158,357	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$159,791	USGovernmentObligationsBOYAmt
Corporate Stock BOY	$416,912	CorporateStockBOYAmt
Corporate Stock EOY	$522,345	CorporateStockEOYAmt
Corporate Stock EOYFMV	$621,808	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$189,944	CorporateBondsBOYAmt
Corporate Bonds EOY	$298,578	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$295,409	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$444,376	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$212,256	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$241,103	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$232,120	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$505,000	LandBldgInvestmentsEOYFMVAmt
Mortgage Loans BOY	$240,000	MortgageLoansBOYAmt
Mortgage Loans EOY	$235,504	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$235,504	MortgageLoansEOYFMVAmt
Other Investments BOY	$47,070	OtherInvestmentsBOYAmt
Other Investments EOY	$19,537	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$24,159	OtherInvestmentsEOYFMVAmt
Other Assets BOY	-$2,480	OtherAssetsBOYAmt
Other Assets EOY	-$2,122	OtherAssetsEOYAmt
Other Assets EOYFMV	-$2,122	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,622,223	TotalAssetsBOYAmt
Total Assets EOY	$1,520,782	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,894,578	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,622,223	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,520,782	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,622,223	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,520,782	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,622,223	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,520,782	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,622,223	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$101,441	ExcessRevenueOverExpensesAmt
Subtotal	$1,520,782	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,520,782	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITES ST	P	$126,106	$139,556	-$13,450	-$13,450
PUBILICY TRADED SECURITES LT	P	$115,470	$125,435	-$9,965	-$9,965

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$23,415	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$789	InvestmentIncomeExciseTaxAmt
Subtotal	$789	SubtotalAmt
Tax Based On Investment Income	$789	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,080	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$2,080	TotalPaymentsAndCreditsAmt
Overpayment	$1,291	OverpaymentAmt
Applied To ES Tax	$1,291	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	WV	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	KATHY G EDDY	IndividualWithBooksNm
Phone	3044288091	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	412 MARKET STREET	AddressLine1Txt
City	PARKERSBURG	CityNm
State Abbreviation	WV	StateAbbreviationCd
ZIP	26101	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHY G EDDY
412 MARKET STREET	PARKERSBURG	WV	26101	TRUSTEE	000.00	$0	$0	$0
LAURIE A ERICKSON
4333 N OCEAN BLVD	GULF STREAM	FL	33483	TRUSTEE	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$935,053	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$251,245	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$500,000	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,686,298	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$1,686,298	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$25,294	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,661,004	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$83,050	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$83,050	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$789	TaxBasedOnInvestmentIncomeAmt
Total Tax	$789	TotalTaxAmt
Distributable Before Adj	$82,261	DistributableBeforeAdjAmt
Distributable Before Ded	$82,261	DistributableBeforeDedAmt
Distributable As Adjusted	$82,261	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$125,000	ExpensesAndContributionsAmt
Qualifying Distributions	$125,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$82,261	DistributableAsAdjustedAmt
Undistributed Income PY	$40,290	UndistributedIncomePYAmt
Qualifying Distributions	$125,000	QualifyingDistributionsAmt
Applied To Year1	$40,290	AppliedToYear1Amt
Applied To Current Year	$82,261	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,449	RemainingDistriFromCorpusAmt
Total Corpus	$2,449	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$2,449	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$2,449	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MARSHALL UNIVERSITY FOUNDATION
519 JOHN MARSHALL DRIVE	HUNTINGTON	WV	25703	N/A	PC	UG EXPERIENTIAL LEARNING & RESEARCH	$35,000
WVU FOUNDATION - WEST VIRGINIA UNIV
ONE WATERFRONT PLACE 7TH	MORGANTOWN	WV	26507	N/A	PC	FOCUSED ULTRASOUND THERAPEUTICS	$35,000
WVUP AT PARKERSBURG FOUNDATION
300 CAMPUS DRIVE	PARKERSBURG	WV	26104	N/A	PC	FACULTY CHAIR ENTREPRENEURSHIP	$50,000
WING 2 WING FOUNDATION
1040 13TH AVE	HUNTINGTON	WV	25701	N/A	PC	WOMEN WARRIORS SUMMIT	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$125,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$24,837	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$29,647	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$23,415	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDesc	ExclusionExclusionCd	ExclusionExclusionAmt
INTEREST INCOME- RVP PROPER	14	$11,953
OIL & GAS INVESTMENT	15	$698
MISC INCOME	1	$86

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$43,806	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$43,806	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Amt	$9,774	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	SEE ATTACHED	BondNm
EOY Book Value	$298,578	EOYBookValueAmt
EOYFMV	$295,409	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SEE ATTTACHMENT	StockNm
EOY Book Value	$522,345	EOYBookValueAmt
EOYFMV	$621,808	EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

Field	Value	IRS element (for citing)
Category Or Item	LAND, BUILDINGS, AND EQUIPMENT	CategoryOrItemTxt
Cost Or Other Basis	$444,376	CostOrOtherBasisAmt
Accumulated Depreciation	$212,256	AccumulatedDepreciationAmt
Book Value	$232,120	BookValueAmt
EOYFMV	$505,000	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
850 GUGGENHEIM TAXABLE MUNI BD.	AT COST
1.000 VIRTUS DIVERSIFIED INC	AT COST
CALAMOS DYNAMIC	AT COST	$4,320	$3,699
VANECK SEMICONDUCTOR	AT COST	$15,217	$20,460

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	OIL & GAS MINERAL RIGHTS	Desc
BOY Book Value	-$2,480	BOYBookValueAmt
EOY Book Value	-$2,122	EOYBookValueAmt
EOYFMV	-$2,122	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
REAL ESTATE RENTAL
BUILDING REPAIRS	$16,747	$16,747
INSURANCE	$5,202	$5,202
MISCELLANEOUS	$1,769	$1,769
OFFICE EXPENSE	$173	$173
TAXES	$6,190	$6,190
INVESTMENT DEPRECIATION	$8,984	$8,984

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
INTEREST INCOME- RVP PROPERTY	$11,953	$11,953
OIL & GAS INVESTMENT	$698	$698
MISC INCOME	$86	$86

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$10,473	Amt
Net Investment Income	$10,473	NetInvestmentIncomeAmt

ERICKSON FOUNDATION TR: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Comments