2024-09-26T11:57:41-07:00 2023-12-31 474705824 James Surman & Goldberg CPA 6751 N Federal Hwy Ste 100 Boca Raton FL 33487 990PF 2023-01-01 843838936 THE NEIL A SMITHSON FOUNDATION INC NEIL 9545302442 PO BOX 11780 CHARLESTON WV 25339 NEIL SMITHSON Director 2024-08-22 true true JUSTIN R GOLDBERG P01367045 5613380028 2023 2024-08-08 14:25:15Z X 233986 X 40955 2 2 4998 4998 -4127 60238 41828 5000 900 450 450 2301 2301 3201 2751 450 8300 8300 11501 2751 8750 30327 2249 21706 43813 43813 177517 185737 190173 199223 229550 233986 0 X 199223 229550 199223 229550 199223 229550 199223 30327 229550 229550 326.584 COLUMBIA SELECT LARGE CAP GROWTH FD P 2001-01-01 2023-01-17 2890 5000 -2110 -2110 200 CITIGROUP INC 6.875% P 2001-01-01 2023-11-15 5000 5507 -507 -507 35 SPDR S&P 500 ETF D 2001-01-01 2023-12-31 14390 12903 1487 1487 1839 MVB FINL CORP D 2001-01-01 2023-12-31 37958 40955 -2997 -2997 -4127 31 31 31 357 357 326 326 false false false false false false false true true FL true false false false false true N/A NEIL SMITHSON 9545302442 PO BOX 11780 CHARLESTON WV 25339 false false false false false false false false false false false false false false false false false false false false false false NEIL A SMITHSON PO BOX 11780 CHARLESTON WV 25339 Chairman 1.00 0 CHARLES P TOPP PO BOX 11780 CHARLESTON WV 25339 Director 0.25 0 DANIEL R SMITHSON PO BOX 11780 CHARLESTON WV 25339 Director 0.25 0 NONE NONE 172265 35701 0 207966 0 207966 3119 204847 10242 10242 31 31 10211 10211 10211 8750 8750 10211 1015 1572 2587 8750 0 8750 1461 1461 1126 0 1126 1126 X HALF A SORROW FOUNDATION PO BOX 172 GREENVILLE SC 29602 N/A PC UNRESTRICTED GRANT FOR SUICIDE PREVENTION. 2000 FOUNDATION FOR BARNES JEWISH HOSPIT 1001 HIGHLANDS PLAZA DR W STE 140 ST LOUIS MO 63110 N/A PC UNRESTRICTED GRANT FOR MEDICAL RESEARCH. 2000 CHILDRENS THERAPY CLINIC 113 LAKEVIEW DR CHARLESTON WV 25313 N/A PC UNRESTRICTED GRANT FOR CHILDRENS THERAPY. 2000 CAMC FOUNDATION 3414 STAUNTON AVE SE CHARLESTON WV 25304 N/A PC UNRESTRICTED GRANT FOR CANCER RESEARCH. 2300 8300 14 2 14 4998 18 -4127 873 873 false false false false false false false false false false X X 1 NEIL A SMITHSON PO BOX 11780 CHARLESTON WV 25339 40955 X 1 1,839 SHARES OF MVB FINL CORP 40955 2023-10-17 ACCOUNTING FEES 900 450 0 450 160 SHARES OF SPDR S&P 500 ETF AT COST 60500 76050 60 ARK INNOVATION AT COST 7556 3142 640.083 COLUMBIA EMERGING MARKETS FUND AT COST 13000 8116 326.584 COLUMBIA SELECT LARGE CAP GROWTH AT COST 150 FIRST TR CYBERSECURITY AT COST 6739 8076 100 ISHARES MSCI EAFE AT COST 7994 7535 100 ISHARES MSCI EUROZONE AT COST 7411 7116 175 ISHARES RUSSELL MIDCAP AT COST 13501 13603 50 ISHARES TR RUSSELL 2000 AT COST 16297 15053 50 SECTOR SPDR INDUSTRIAL AT COST 5066 5700 200 SPDR US FINANCIAL SECTOR AT COST 7430 7520 200 CITIGROUP INC 6.875% AT COST 200 KEYCORP FIXED FLOATING RATE PFD AT COST 5639 4288 200 MORGAN STANLEY VAR% AT COST 5700 4844 257.972 PIMCO COMMODITY REAL RETURN AT COST 5000 3341 50 SECTOR SPDR ENERGY AT COST 3003 4192 1456.488 SHARES OF PIMCO INCOME FUND AT COST 15000 15468 350 PRINCIPAL SPECTRUM PREF SECURITIES AT COST 5901 6129 ADVISORY FEES 2301 2301