2025-07-01T15:07:40-07:00 2024-12-31 474705824 James Surman & Goldberg CPA 6751 N Federal Hwy Ste 100 Boca Raton FL 33487 990PF 2024-01-01 843838936 THE NEIL A SMITHSON FOUNDATION INC NEIL 9545302442 PO BOX 11780 CHARLESTON WV 25339 NEIL SMITHSON Director 2025-06-16 true true JUSTIN R GOLDBERG P01367045 5613380028 2024 2025-03-06 01:10:19Z X 330029 X 79709 6100 6100 1750 19742 1750 87559 7850 900 450 450 2035 2005 30 2935 2455 480 17250 17250 20185 2455 17730 67374 5395 43813 17180 17180 185737 279744 312849 229550 296924 330029 0 X 229550 296924 229550 296924 229550 296924 229550 67374 296924 296924 50 SECTOR SPDR ENERGY P 2001-01-01 2024-01-15 4744 3004 1740 1740 50 ISHARES MSCI EUROZONE ETF P 2001-01-01 2024-12-09 2471 2484 -13 -13 25 ISHARES MSCI EAFE P 2001-01-01 2024-12-09 2009 1998 11 11 20 ARK INNOVATION ETF P 2001-01-01 2024-12-11 1242 2608 -1366 -1366 143.988 COLUMBIA EMERGING MARKETS FUND CL INSTL P 2001-01-01 2024-12-11 2000 2979 -979 -979 25 ISHARES MSCI EUROZONE ETF P 2001-01-01 2024-12-11 1223 1232 -9 -9 10 SPDR S&P 500 ETF TRUST P 2024-01-01 2024-12-11 6053 3687 2366 2366 1750 2366 75 75 75 326 326 251 251 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 251510 33772 0 285282 0 285282 4279 281003 14050 14050 75 75 13975 13975 13975 17730 17730 13975 1126 1126 17730 0 13975 3755 4881 0 4881 1126 3755 X HALF A SORROW FOUNDATION PO BOX 172 GREENVILLE SC 29602 N/A PC UNRESTRICTED GRANT FOR SUICIDE PREVENTION. 3500 CHILDRENS THERAPY CLINIC 113 LAKEVIEW DR CHARLESTON WV 25313 N/A PC UNRESTRICTED GRANT FOR CHILDRENS THERAPY. 2500 CAMC FOUNDATION 3414 STAUNTON AVE SE CHARLESTON WV 25304 N/A PC UNRESTRICTED GRANT FOR CANCER RESEARCH. 9000 CHRIST CHURCH UNITED METHODIST 1221 QUARRIER ST CHARLESTON WV 25301 N/A PC UNRESTRICTED GRANT FOR THE PROMOTION AND PRESERVATION OF THE CHURCH. 2000 UNIVERSITY OF CHARLESTON FOUNDATION 2300 MACCORKLE AVE SE CHARLESTON WV 25304 N/A PC UNRESTRICTED GRANT FOR THE PROMOTION OF EDUCATION. 250 17250 14 6100 18 1750 7850 7850 false false false false false false false false false false X X 1 NEIL A SMITHSON PO BOX 11780 CHARLESTON WV 25339 79709 X X 1 123 SHARES OF SPDR S&P 500 ETF TRUST 74709 2024-12-05 ACCOUNTING FEES 900 450 0 450 273 SHARES OF SPDR S&P 500 ETF AT COST 131522 160000 40 ARK INNOVATION AT COST 4948 2271 496.095 COLUMBIA EMERGING MARKETS FUND AT COST 10021 6638 150 FIRST TR CYBERSECURITY AT COST 6739 9518 75 ISHARES MSCI EAFE AT COST 5995 5671 75 ISHARES MSCI EUROZONE AT COST 3695 3540 175 ISHARES RUSSELL MIDCAP AT COST 13501 15470 50 ISHARES TR RUSSELL 2000 AT COST 16297 16572 50 SECTOR SPDR INDUSTRIAL AT COST 5066 6588 200 SPDR US FINANCIAL SECTOR AT COST 7430 9666 200 KEYCORP FIXED FLOATING RATE PFD AT COST 5639 4910 200 MORGAN STANLEY VAR% AT COST 5700 4868 257.972 PIMCO COMMODITY REAL RETURN AT COST 5000 3392 50 SECTOR SPDR ENERGY AT COST 3531.579 SHARES OF PIMCO INCOME FUND AT COST 37000 37152 350 PRINCIPAL SPECTRUM PREF SECURITIES AT COST 5901 6514 50 ISHARES RUSSELL 1000 GROWTH ETF AT COST 15290 20079 ADVISORY FEES 1975 1975 LICENSES AND PERMITS 60 30 30