DFX Intelligence

Data Factory

The Eddie and Jo Allison Smith Family Foundation Inc

Foundation on the family office graph

Search this name across graphsid dfx:fo:290fdbff-f276-41fc-8600-42dc0aa136a9

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 38
Dated events: 40
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

The Eddie and Jo Allison Smith Family Foundation Inc

Allocator · shared ein

Relationships

Invested in (34)

→ 400 Capital Credit Opp FundFundholds
factForm 990-PF
→ Amberbrook Offshore Ix, LPFundholds
factForm 990-PF
→ Atlas Enhanced Fund LtdFundholds
factForm 990-PF
→ Auda Cap Feeder-Auda Sec Fund IVFundholds
factForm 990-PF
→ Briarwood CapitalFundholds
factForm 990-PF
→ Bright Meadow Agency Mbs Offshore FundFundholds
factForm 990-PF
→ Carrhae Capital Fund LtdFundholds
factForm 990-PF
→ Evolution Technology Fund IIFundholds
factForm 990-PF
→ Five Points Sbs III, LPFundholds
factForm 990-PF
→ Forester Strategic OpportunitiesFundholds
factForm 990-PF
→ Luxor Capital Partners Offshore LtdFundholds
factForm 990-PF
→ Moon CapitalFundholds
factForm 990-PF
→ Mudrick Distressed Opp Os Fund IIFundholds
factForm 990-PF
→ OCP Asia Fund IIIFundholds
factForm 990-PF
→ OCP Asia Fund IVFundholds
factForm 990-PF
→ OZ Overseas Fund IIFundholds
factForm 990-PF
→ Pipe Equity PartnersFundholds
factForm 990-PF
→ Pipe Select FundFundholds
factForm 990-PF
→ Plexus Fund V-BFundholds
factForm 990-PF
→ RCP Direct V Cayman FeederFundholds
factForm 990-PF
→ RCP Secondary Opp Fund IVFundholds
factForm 990-PF
→ Sandglass Opp Feeder FundFundholds
factForm 990-PF
→ Sandton CapitalFundholds
factForm 990-PF
→ SJC Onshore Direct Fund IVFundholds
factForm 990-PF
→ Stepstone Global Partners Vii-BFundholds
factForm 990-PF
→ Stepstone Secondaries Fund IIFundholds
factForm 990-PF
→ Stepstone Secondaries Fund IVFundholds
factForm 990-PF
→ Tortoise Capital Advisors Gva0257Fundholds
factForm 990-PF
→ Twin Bridge Narrow Gate FundFundholds
factForm 990-PF
→ Weatherlow Os Fund IFundholds
factForm 990-PF
and 4 more

Principal of (4)

← Edward C Smith JrPersonCHAIRMAN/DIRECTOR
factForm 990-PF
← Kristin CarrollPersonPRESIDENT/DIRECTOR
factForm 990-PF
← Samuel E SolimanPersonEXEC VP/ASST. SEC/ASST. TREAS/ DIR.
factForm 990-PF
← Jill a CarrawayPersonSECRETARY/TREASURER/DIRECTOR
factForm 990-PF

Dated events

37 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jun 30, 2024
Foundation officer left
TERRY NG (DIRECTOR) is no longer on The Eddie and Jo Allison Smith Family Foundation Inc's 2024-06-30 return
Form 990-PFobserved 6 days ago
Occurred
Jun 30, 2024
Foundation officer left
HERMAN SIMON (DIRECTOR) is no longer on The Eddie and Jo Allison Smith Family Foundation Inc's 2024-06-30 return
Form 990-PFobserved 6 days ago
Occurred
Jun 30, 2023
Foundation assets changed
The Eddie and Jo Allison Smith Family Foundation Inc: total assets at fair value $148.3M to $309.5M (+109%) on the 2023-06-30 return
Form 990-PFobserved 6 days ago
$161M

Show 37 bookkeeping events

Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc first reports OZ OVERSEAS FUND II at $0.0M on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc first reports PIPE EQUITY PARTNERS at $0.0M on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc first reports PORTFOLIO ADVISORS REAL ESTATE FUND VIII at $2.0M on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc first reports RCP DIRECT V CAYMAN FEEDER at $0.5M on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports AXA SECONDARY FUND III (was $0.0M) on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports AXA SECONDARY FUND V (was $0.0M) on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports FORESTER OPPORTUNITIES LTD (was $1.6M) on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports PIPE EQUITY (was $0.0M) on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports PORTFOLIO ADV REAL ESTATE FUND VIII (was $1.9M) on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports PORTFOLIO ADV SECONDARY FUND IV (was $1.0M) on its 2025-06-30 return
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc: AMBERBROOK OFFSHORE IX $2.1M to $4.0M (+86%) year over year
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc: FORESTER STRATEGIC OPPORTUNITIES $1.3M to $0.1M (-91%) year over year
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc: SANDTON CAPITAL $0.7M to $4.1M (+487%) year over year
Occurred
Jun 30, 2025
The Eddie and Jo Allison Smith Family Foundation Inc: WEATHERLOW OS FUND I $14.8M to $8.2M (-45%) year over year
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports AMBERBROOK OFFSHORE IX at $2.1M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports AXA SECONDARY FUND III at $0.0M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports AXA SECONDARY FUND V at $0.0M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports BRIARWOOD CAPITAL at $3.5M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports BRIGHT MEADOW AGENCY MBS OFFSHORE FUND at $6.0M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports PIPE EQUITY at $0.0M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports PORTFOLIO ADV REAL ESTATE FUND VIII at $1.9M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports PORTFOLIO ADVISORS SECONDARY FUND II at $0.3M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports RCP SECONDARY OPP FUND IV at $2.8M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc first reports SANDTON CAPITAL at $0.7M on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports CEVIAN CAPITAL II (was $1.0M) on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports MOON CAPITAL GLOBAL EQUITY PARTNERS OFFSHORE (was $0.2M) on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports OZ OVERSEAS FUND II (was $0.0M) on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports PORTFOLIO ADVISORS SEC FUND II (was $0.4M) on its 2024-06-30 return
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc: ATLAS ENHANCED FUND $5.0M to $8.0M (+59%) year over year
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc: FORESTER OPPORTUNITIES LTD $4.1M to $1.6M (-62%) year over year
Occurred
Jun 30, 2024
The Eddie and Jo Allison Smith Family Foundation Inc: TORTOISE CAPITAL ADVISORS GVA0257 $5.0M to $7.6M (+53%) year over year
Occurred
Jun 30, 2023
The Eddie and Jo Allison Smith Family Foundation Inc first reports ATLAS ENHANCED FUND at $5.0M on its 2023-06-30 return
Occurred
Jun 30, 2023
The Eddie and Jo Allison Smith Family Foundation Inc first reports PORTFOLIO ADVISORS SEC FUND II at $0.4M on its 2023-06-30 return
Occurred
Jun 30, 2023
The Eddie and Jo Allison Smith Family Foundation Inc first reports PORTFOLIO ADV SECONDARY FUND IV at $1.0M on its 2023-06-30 return
Occurred
Jun 30, 2023
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports AXA SECONDARY FUND III (was $0.0M) on its 2023-06-30 return
Occurred
Jun 30, 2023
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports AXA SECONDARY FUND V (was $0.0M) on its 2023-06-30 return
Occurred
Jun 30, 2023
The Eddie and Jo Allison Smith Family Foundation Inc no longer reports PORTFOLIO ADVISORS SECONDARY FUND II (was $0.6M) on its 2023-06-30 return

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): Edward C Smith Jr (CHAIRMAN/DIRECTOR), Kristin Carroll (PRESIDENT/DIRECTOR), Samuel E Soliman (EXEC VP/ASST. SEC/ASST. TREAS/ DIR.), Jill a Carraway (SECRETARY/TREASURER/DIRECTOR).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:290fdbff-f276-41fc-8600-42dc0aa136a9
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

The Eddie and Jo Allison Smith Family Foundation Inc

Foundation on the family office graph

Search this name across graphsid dfx:fo:290fdbff-f276-41fc-8600-42dc0aa136a9

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.