2023-05-15T14:42:12-04:00 2022-12-31 550603535 MCDONOUGH EDDY POLING & BAYLOUS AC PO BOX 184 PARKERSBURG WV 261020184 990PF 2022-01-01 550722731 THE ERICKSON FOUNDATION ERIC 3044288091 PO BOX 1094 PARKERSBURG WV 26102 KATHY G EDDY TRUSTEE 3044288091 2023-05-15 KATHY G EDDY XXX-XX-XXXX true BENJAMIN M POLING CPA P01624342 3044288091 2023-05-15 2022 2023-04-26 12:10:37Z X 1896826 X X 30522 30522 72800 72800 38328 79380 582259 79380 13109 13109 195811 195811 12566 18852 11777 1099 642 34472 34472 67631 46249 0 120000 120000 187631 46249 120000 8180 149562 33289 79679 79679 281397 250204 250204 159791 175000 492799 416912 437408 175669 189944 179549 444376 203273 250084 241103 505000 240000 240000 240000 143668 47070 32466 -2778 -2480 -2480 1614128 1622223 1896826 85 85 0 X 1614043 1622223 1614043 1622223 1614128 1622223 1614043 8180 1622223 1622223 SALE OF FURNITURE P 2022-01-05 100 7120 7120 100 100 PUBLICLY TRADED SECURITES ST P 191249 185786 5463 5463 PUBLICLY TRADED SECURITES LT P 390910 317093 73817 73817 79380 79380 2079 2079 2079 1600 1600 479 false false false false false false false true true WV true false false false false true N/A KATHY G EDDY 3044288091 412 MARKET STREET PARKERSBURG WV 26101 false false false false false false false false false false false false false false false false false false false false 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 NONE NONE N/A 945895 291501 505000 1742396 1742396 26136 1716260 85813 85813 2079 2079 83734 83734 83734 120000 120000 83734 76556 120000 76556 43444 40290 X MARSHALL UNIVERSITY FOUNDATION 519 JOHN MARSHALL DRIVE HUNTINGTON WV 25703 N/A PC UG EXPERIENTIAL LEARNING & RESEARCH 35000 WVU FOUNDATION - WEST VIRGINIA UNIV ONE WATERFRONT PLACE 7TH MORGANTOWN WV 26507 N/A PC CANCER INSTITUTE MUSIC THERAPY 35000 WVUP AT PARKERSBURG FOUNDATION 300 CAMPUS DRIVE PARKERSBURG WV 26104 N/A PC DISTINGUISHED FACULTY CHAIR 50000 120000 14 30522 16 38328 18 79380 INTEREST INCOME- RVP PROPER 14 12000 OIL & GAS INVESTMENT 15 698 MISC INCOME 1 411 161339 161339 false false false false false false false false false false 12566 SEE ATTACHED 189944 179549 SEE ATTTACHMENT 416912 437408 159791 175000 LAND, BUILDINGS, AND EQUIPMENT 444376 203273 241103 505000 850 GUGGENHEIM TAXABLE MUNI BD. AT COST 20475 13906 1.000 VIRTUS DIVERSIFIED INC AT COST 26595 18560 578 ISHAERS 71 SPDR SP SEMICONDUCTOR 1191 INVESCO VARIABLE RATE 567 WORLD GOLD TR SHS SPDR SHARARES TR RUSSELL 2000 110 HEALTH CARE SELECT SPDR 60 SPDR GOLD TRUST OIL & GAS MINERAL RIGHTS -2778 -2480 -2480 REAL ESTATE RENTAL BUILDING REPAIRS 16506 16506 INSURANCE 4606 4606 MISCELLANEOUS 549 549 OFFICE EXPENSE 196 196 TAXES 3285 3285 TELEPHONE 349 349 INVESTMENT DEPRECIATION 8981 8981 INTEREST INCOME- RVP PROPERTY 12000 12000 OIL & GAS INVESTMENT 698 698 MISC INCOME 411 411 INVESTMENT ADVISORY FEES 18852 11777 PAYROLL TAXES 1099