2026-09-09T14:39:29-05:00 2025-12-31 550526247 KOZICKI HUGHES TICKERHOOF PLLC 32 TWENTIETH STREET SUITE 300 WHEELING WV 26003 990PF 2025-01-01 992034176 DR DAVID G & LINDA S EDWARDS PRIVATE FOUNDATION DRDA 3042302400 2100 MARKET STREET STE 300 WHEELING WV 26003 DAVID G EDWARDS SETTLOR 3042302400 2026-09-09 DENNIS A KOZICKI P00366642 3042322280 2026-09-08 2025 X 270218 X 370255 20 20 3273 3599 -5285 364970 251838 368263 255457 0 0 0 350 0 350 350 0 350 100000 100000 100350 0 100350 267913 255457 6 6 0 77927 78851 0 189980 191361 0 267913 270218 0 0 X 267913 0 267913 0 267913 0 267913 0 267913 0 267913 ISHARES RUSSELL 2025-12-17 2025-12-17 166952 64789 102163 102163 THERMO FISHER SCIENTIFIC 2025-12-17 2025-12-17 36622 10242 26380 26380 TRACTOR SUPPLY CO 2025-12-17 2025-12-17 53099 17985 35114 35114 EXXON MOBIL CORP 2025-02-26 2025-02-26 53735 5103 48632 48632 WESBANCO INC 2025-02-26 2025-02-26 54562 15013 39549 39549 251838 3551 0 3551 0 3551 0 0 3551 0 3551 X 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A DAVID H MCKINLEY 3042302400 2100 MARKET STREET STE 300 WHEELING WV 26003 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR DAVID G EDWARDS 185 MANOR DRIVE WELLSBURG WV 26070 SETTLOR 1.00 0 0 0 LINDA S EDWARDS 185 MANOR DRIVE WELLSBURG WV 26070 SETTLOR 1.00 0 0 0 DAVID H MCKINLEY 2100 MARKET STREET SUITE 300 WHEELING WV 26003 TRUSTEE 1.00 0 0 0 STEPHEN PACHUTA WVU SCH OF DENTISTR PO BOX 9400/ 64 MEDICAL CENTER DRIVE MORGANTOWN WV 26506 COMMITTEE MEMBER 0.50 0 0 0 JOSH JEFFERSON RED PARTNERSHIP 1100 MAIN STREET 3RD FLOOR/ PO BOX 1029 WHELEING WV 26003 COMMITTEE MEMBER 0.50 0 0 0 DANIELLE MCCRAKEN OGLEBAY INSTITUTE 1330 NATIONAL ROAD WHEELING WV 26003 COMMITTEE MEMBER 0.50 0 0 0 CLAY MARSH WVU HEALTH SERVICES PO BOX 9000/ 64 MEDICAL CENTER DRIVE MORGANTOWN WV 26506 COMMITTEE MEMBER 0.50 0 0 0 BETSY DELK WLU FOUNDATION 208 UNIVERSITY DRIVE CUB 126 WEST LIBERTY WV 26074 COMMITTEE MEMBER 0.50 0 0 0 NONE 0 NONE 0 0 90094 0 0 90094 0 0 90094 1351 88743 4437 4437 3551 3551 886 0 886 0 886 100350 0 100350 886 0 0 0 100350 0 0 0 886 99464 0 0 99464 0 0 0 0 0 0 0 99464 99464 DR DAVID G EDWARDS LINDA S EDWARDS MCKINLEY CARTER WEALTH SERVICES CO 2100 MARKET STREET SUITE 300 WHEELING WV 26003 3042302400 CCLEGG@MC-WS.COM The Dr. David G. & Linda S. Edwards Private Foundation was created to support religious, charitable, scientific (medicine and dentistry), literary, education, and the arts by supporting other non-profit organizations that align with their mission within West Virginia and the surrounding areas. To be eligible to receive a grant from The Dr. David G. & Linda S. Edwards Private Foundation, the applying organization must be qualified as exempt from Federal Income Tax under section 501(c)(3) of the Internal Revenue Code or be a similarly exempt government entity. Evaluation Process The funding determinations are made by The Dr. David G. & Linda S. Edwards Private Foundation Distribution Committee. Application It is important to answer all the questions completely with clear and concise responses. If you are requesting a grant for multiple projects, please specify each project's grant amount. We plan to accept requests until August 30th of each year. Maximum Grant Amount The maximum amount to be awarded is $13,645.51 as of the December 31, 2025 closing market value. OGLEBAY INSTITUTE 1330 NATIONAL ROAD WHEELING WV 26003 SCHOLARSHIP PC SCHOLARSHIP 20000 MEDICAL PARK FOUNDATION 42 HODGES DRIVE WHEELING WV 26003 SCHOLARSHIP PC SCHOLARSHIP 20000 THE WLU FOUNDATION 208 UNIVERSITY DRIVE CUB 126 WEST LIBERTY WV 26074 SCHOLARSHIP PC SCHOLARSHIP 20000 WVU FOUNDATION PO BOX 1650 MORGANTOWN WV 26507 SCHOLARSHIP PC SCHOLARSHIP 40000 100000 0 14 20 14 3273 18 -5285 0 -1992 0 -1992 0 0 0 0 0 0 0 0 0 0 X X 1 DR DAVID AND LINDA EDWARDS 185 MANOR DRIVE WELLSBURG WV 26070 109563 X 2 DR DAVID AND LINDA EDWARDS 185 MANOR DRIVE WELLSBURG WV 26070 260692 X 1 FMV OF PUBLICLY TRADED STOCK 109563 2025-02-26 2 FMV OF PUBLICLY TRADED STOCK 260692 2025-12-17 TAX PREPARATION 350 0 350 CORPORATE STOCKS 77927 78851 MUTUAL FUNDS FMV 37955 37930 EXCHANGE TRADED PRODUCTS FMV 152025 153431