Terry Family Foundation
EIN 770526121Total Given 2016–2023
$2.2M
47 grants · $272K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $3K–$15K
grant size
67%
deep partner · 10/15 multi-year
repeat
$30K
Assets (2023)
15
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
CARMEL VALLEY VILLAGE IMPROVEMENT C
Phone
(831) 659-3221
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $35K | $1.6M | $81K | 2 |
| 2017 | $51K | $0 | $-7K | 5 |
| 2020 | $102K | $1.6M | $49K | 9 |
| 2021 | $130K | $1.7M | $111K | 10 |
| 2022 | $130K | $1.7M | $210K | 10 |
| 2023 | $1.7M | $30K | $49K | 11 |
Grant Size Distribution
Based on 47 grants on record
Minimum
$1K
25th Pctl
$3K
Median
$10K
Average
$46K
75th Pctl
$15K
Maximum
$1.6M
Geographic Distribution
Officers & Directors
DT
Dennis Terry
President
Leadership
MT
Michael Terry
Vice President
Leadership
ET
Edna Terry
Cfo
JT
Julie Terry
Secretary
Leadership
DT
Dennis Terry
President
Leadership
MT
Michael Terry
Vice President
Leadership
ET
Edna Terry
Cfo
JT
Julie Terry
Secretary
Leadership
DT
Dennis Terry
President
Leadership
MT
Michael Terry
Vice President
Leadership
ET
Edna Terry
Cfo
JT
Julie Terry
Secretary
Leadership
DT
Dennis Terry
President
Leadership
MT
Michael Terry
Vice President
Leadership
ET
Edna Terry
Cfo
JT
Julie Terry
Secretary
Leadership
DT
Dennis C Terry
President
Leadership
MT
Michael P Terry
Vice President
Leadership
ET
Edna K Terry
Cfo
JT
Julie L Terry
Secretary
Leadership
DT
Dennis C Terry
President
Leadership
MT
Michael P Terry
Vice President
Leadership
ET
Edna K Terry
Cfo
JT
Julie L Terry
Secretary
Leadership
Grants Awarded (47 total)
| Purpose | ||||
|---|---|---|---|---|
| Renaissance Charitable Foundation I | Indianapolis, IN | $1,615,754 | UNRESTRICTED | 2023 |
| Renaissance Charitable Foundation I | Indianapolis, IN | $50,000 | UNRESTRICTED | 2022 |
| Renaisance Charitable Foundation in | Indianapolis, IN | $45,000 | UNRESTRICTED | 2021 |
| Monterey Bay Aquarium | Monterey, CA | $30,000 | UNRESTRICTED | 2020 |
| Monterey Bay Aquarium | Monterey, CA | $30,000 | UNRESTRICTED | 2021 |
| Renaissance Charitable Foundation I | Indianapolis, IN | $27,493 | UNRESTRICTED | 2023 |
| Monterey Bay Aquarium | Monterey, CA | $25,000 | UNRESTRICTED | 2023 |
| Monterey Bay Aquarium | Monterey, CA | $25,000 | CHARITABLE CONTRIBUTION | 2016 |
| Monterey Bay Aquarium | Monterey, CA | $25,000 | CHARITABLE CONTRIBUTION | 2017 |
| Monterey Bay Aquarium | Monterey, CA | $25,000 | UNRESTRICTED | 2022 |
| Renaisance Charitable Foundation | Indianapolis, IN | $24,000 | UNRESTRICTED | 2020 |
| Montage Health Foundation | Monterey, CA | $15,000 | UNRESTRICTED | 2020 |
| Montage Health Foundation | Monterey, CA | $15,000 | UNRESTRICTED | 2021 |
| Montage Health Foundation | Monterey, CA | $15,000 | UNRESTRICTED | 2023 |
| Montage Health Foundation | Monterey, CA | $15,000 | UNRESTRICTED | 2022 |
| Community Foundation for Monterey C | Monterey, CA | $10,000 | UNRESTRICTED | 2020 |
| Hoag Hospital Foundation | Newport Beach, CA | $10,000 | UNRESTRICTED | 2020 |
| Community Foundation for Monterey C | Monterey, CA | $10,000 | UNRESTRICTED | 2021 |
| Hoag Hospital Foundation | Newport Beach, CA | $10,000 | UNRESTRICTED | 2021 |
| Community Foundation for Monterey C | Monterey, CA | $10,000 | UNRESTRICTED | 2023 |
| Hoag Hospital Foundation | Newport Beach, CA | $10,000 | UNRESTRICTED | 2023 |
| Hoag Hospital Foundation | Newport Beach, CA | $10,000 | CHARITABLE CONTRIBUTION | 2016 |
| Hoag Hospital Foundation | Newport Beach, CA | $10,000 | CHARITABLE CONTRIBUTION | 2017 |
| Montage Health Foundation | Monterey, CA | $10,000 | CHARITABLE CONTRIBUTION | 2017 |
| Community Foundation for Monterey C | Monterey, CA | $10,000 | UNRESTRICTED | 2022 |