Nonprofit · EIN 56-1844198
THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
Tax-exempt · GREENVILLE, NC 27835
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $29,407,462 | $23,718,015 | $5,689,447 | $302,058,851 | $25,662 | $302,033,189 |
| June 30, 2024 | 990-PF | $30,986,328 | $12,837,298 | $18,149,030 | $294,338,522 | $171,351 | $294,167,171 |
| June 30, 2023 | 990-PF | $161,966,018 | $17,109,204 | $144,856,814 | $280,818,371 | $3,740,332 | $277,078,039 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $4,072,324
- Interest
- $1,669,084
- Net gain from sales of assets
- $15,470,560
- Other income
- $8,195,494
Expenses
- Grants and similar amounts paid
- $20,664,818
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $204,623
- Disbursements for charitable purposes
- $21,026,474
- Excise tax on investment income
- $281,008
Balance sheet and other
- Total assets, start of year
- $294,338,522
- Total assets, end of year
- $302,058,851
- Total liabilities, end of year
- $25,662
- Net assets, end of year
- $302,033,189
- Fair market value of assets
- $358,075,890
- Qualifying distributions
- $21,026,474
- Net investment income
- $20,903,011
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATIE ASHBY PO BOX 1527, GREENVILLE, NC 27835 | PROGRAM DIRECTOR Highest-paid employee | 40 | $74,778 | $19,311 |
| WENDY KRIEG PO BOX 1527, GREENVILLE, NC 27835 | GRANTS ADMINISTRATOR Highest-paid employee | 40 | $68,840 | $10,638 |
| GERI LASSITER PO BOX 1527, GREENVILLE, NC 27835 | SENIOR GRANTS ADMINI Highest-paid employee | 18 | $61,007 | $0 |
| EDWARD C SMITH JR PO BOX 1527, GREENVILLE, NC 27835 | CHAIRMAN/DIRECTOR | 3.75 | $0 | $0 |
| KRISTIN CARROLL PO BOX 1527, GREENVILLE, NC 27835 | PRESIDENT/DIRECTOR | 1 | $0 | $0 |
| SAMUEL E SOLIMAN 123 WEST FRANKLIN STREET STE 540, CHAPEL HILL, NC 27516 | EXEC VP/ASST. SEC/ASST. TREAS/ DIR. | 6 | $0 | $0 |
| JILL A CARRAWAY PO BOX 1527, GREENVILLE, NC 27835 | SECRETARY/TREASURER/DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD C SMITH JR PO BOX 1527, GREENVILLE, NC 27835 | CHAIRMAN/DIRECTOR | 3.75 | $0 |
| KRISTIN CARROLL PO BOX 1527, GREENVILLE, NC 27835 | PRESIDENT/ASST TREASURER/ASST SEC/DIR | 1 | $0 |
| SAMUEL E SOLIMAN 123 WEST FRANKLIN STREET STE 540, CHAPEL HILL, NC 27516 | EXECUTIVE VICE PRESIDENT/DIRECTOR | 6 | $0 |
| JILL A CARRAWAY PO BOX 1527, GREENVILLE, NC 27835 | SECRETARY/TREASURER/DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERI LASSITER PO BOX 1527, GREENVILLE, NC 27835 | CONTRIBUTIONS COORDI Highest-paid employee | 30 | $59,887 |
| EDWARD C SMITH JR PO BOX 1527, GREENVILLE, NC 27835 | CHAIRMAN/DIRECTOR | 3.75 | $0 |
| KRISTIN CARROLL PO BOX 1527, GREENVILLE, NC 27835 | PRESIDENT/ASST TREASURER/ASST SEC/DIR | 1 | $0 |
| SAMUEL E SOLIMAN 123 WEST FRANKLIN STREET STE 540, CHAPEL HILL, NC 27516 | EXECUTIVE VICE PRESIDENT/DIRECTOR | 6 | $0 |
| JILL A CARRAWAY PO BOX 1527, GREENVILLE, NC 27835 | SECRETARY/TREASURER/DIRECTOR | 1 | $0 |
| HERMAN SIMON 3720 SOUTH OCEAN BOULEVARD 602, HIGHLAND BEACH, FL 33487 | DIRECTOR | 1 | $0 |
| TERRY NG PO BOX 31084, GREENVILLE, NC 27833 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1527, GREENVILLE, NC 27835-1527
- In care of
- % LAURENCE S GRAHAM
- Signed the 990-PF
- JILL A CARRAWAY, SECRETARY/TREASURER
- Phone
- (252) 752-2111
- Return prepared by
- TERRY NG CPA PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-1844198
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $302,058,851
- Income (IRS master file)
- $115,107,887
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $29,407,462 | $23,718,015 | $302,058,851 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $30,986,328 | $12,837,298 | $294,338,522 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $161,966,018 | $17,109,204 | $280,818,371 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1844198).
Questions about THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC
- What is the EIN of THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC?
- The employer identification number (EIN) of THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC is 56-1844198.
- Is THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 7 people; 3 received compensation from the organization, the highest $74,778 (KATIE ASHBY, PROGRAM DIRECTOR).
- How much revenue does THE EDDIE AND JO ALLISON SMITH FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $29,407,462, expenses of $23,718,015 and total assets of $302,058,851 at year end.
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