C Herman and Mary Virginia

JACKSONVILLE, FL EIN: 59-2241642

The C. Herman and Mary Virginia Terry Family Foundation is a private foundation established in 1982 and based in Jacksonville, Florida. It operates as a 501(c)(3) organization with tax-exempt status since February 1984. The foundation was created by Herman and Mary Virginia Terry, who for decades generously supported community needs in Northeast Florida and Georgia.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$287.8M

+76.1% YoY

Annual Giving

$6.2M

+2225.2% YoY

Grant Count

6

-72.7% YoY

Avg Grant Size

$1.0M

+8425.9% YoY

Under IRS private-foundation payout rules, C Herman and Mary Virginia reported a distributable amount of $12.1M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's grantmaking historically focused on education, human services, philanthropy, and voluntarism. Primary funding areas include housing grants, women's shelters, and supportive housing shelters. The foundation continues many of Herman and Mary Virginia's philanthropic investments while charting a new direction under current leadership.

Grantmaking

Recent grants have ranged from $25,000 to $50,000. In 2023, the foundation made 27 grants to organizations including the Sulzbacher Center for the Homeless ($50,000), WJCT Public Broadcasting ($25,000), and Camp Boggy Creek ($25,000).

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in Northeast Florida and Georgia.

Grant Distribution by State

6states

Cities

AthensAtlantaAtlantic BeachEustisJacksonvilleLittle RockMemphisNew YorkW Sacramento

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $288 million
  • Total Revenue: $32.4 million
  • Total Expenses: $7.69 million
  • Total Liabilities: $6,590

As of 2023:

  • Total Assets: $163.4 million
  • Total Revenues: $159.6 million
  • Total Expenses: $747,197
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$44M$88M$132M$176M20202021202220232024
Metric202420232022
Total Assets$287,780,236$163,382,262$4,433,443
Revenue$32,437,848$159,645,729$925,269
Expenses$7,693,945$747,197$426,237
Qualifying Distributions$8,153,423$358,414$380,298
Net Investment Income$16,975,808$5,090,277$868,048
Distributable Amount$12,084,713$8,177,615$464,621

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$6M0 grants20200 grants202127 grants202222 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

University of Georgia Fo…$2.5MThe Community Foundation$1.0MIM Sulzbacher Center For…$1.0MJacksonville Zoo & Gardens$1.0MRonald McDonald House$509KJacksonville University$150K

Grant Size Distribution

55 grants across all recorded years

46<$50K2$50–100K2$100–250K$250–500K1$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Georgia Foundation ($2,525,871), The Community Foundation ($1,000,000), IM Sulzbacher Center For The Homeless ($1,000,000).

RecipientPurposeAmount
The Community Foundation Jacksonville, FLGeneral Support$1,000,000
Ronald McDonald House Jacksonville, FLProperty Renovation$509,283
Jacksonville University Jacksonville, FLAnatomage table purchase$150,000
IM Sulzbacher Center For The Homeless Jacksonville, FLGeneral Support$1,000,000
Jacksonville Zoo & Gardens Jacksonville, FLGeneral Support$1,000,000
University of Georgia Foundation Athens, GAGeneral Support$2,525,871

Leadership & Key People

Leadership team and compensation from IRS filings

Kathleen Shaw serves as Executive Director (contact: kshaw@theterryfoundation.org, 904-420-2801).

Betsy C. Cox, niece of Herman and Mary Virginia Terry and a local attorney, was named President of the foundation as of May 2024.

Compensation Overview

From 2024 IRS filing

Kathleen ShawExecutive VP (beg 03/24)$227KBetsy C CoxPresident/Trustee$200K

From 2024 filing

NameTitleHoursCompensation
Kathleen ShawExecutive VP (beg 03/24)50$226,500
Betsy C CoxPresident/Trustee38$200,000
Kathleen ColdTrustee1
Sandra CorbettTrustee (end 04/24)

Recent News & Activity

Recent developments and announcements

2024

In May 2024, the foundation announced the appointment of Betsy C. Cox as President. The foundation has made significant investments in major capital campaigns, including a donation to the Museum of Science & History's MOSH 2.0 expansion project.

The C. Herman and Mary Virginia Terry Foundation\_donates to MOSH 2.0

The foundation is currently in a transition period following the passing of Herman and Mary Virginia Terry, with trustees expanding the Terrys' legacy while maintaining their philanthropic vision.

The C. Herman and Mary Virginia Terry Foundation\_donates to MOSH 2.0

Frequently Asked Questions

What does C Herman and Mary Virginia fund?

The foundation's grantmaking historically focused on education, human services, philanthropy, and voluntarism. Primary funding areas include housing grants, women's shelters, and supportive housing shelters. The foundation continues many of Herman and Mary Virginia's philanthropic investments while charting a new direction under current leadership.

How do I apply for a grant from C Herman and Mary Virginia?

Recent grants have ranged from $25,000 to $50,000. In 2023, the foundation made 27 grants to organizations including the Sulzbacher Center for the Homeless ($50,000), WJCT Public Broadcasting ($25,000), and Camp Boggy Creek ($25,000). The foundation is not currently accepting unsolicited grant applications. Organizations may send a brief overview of their work for future reference to info@theterryfoundation.org.

Where does C Herman and Mary Virginia make grants?

The foundation primarily funds organizations in Northeast Florida and Georgia.

What size grants does C Herman and Mary Virginia award?

In 2024, C Herman and Mary Virginia awarded 6 grants totaling $6.2M — an average of about $1.0M per grant, based on its IRS Form 990 filings.

How much is C Herman and Mary Virginia required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, C Herman and Mary Virginia reported a distributable amount of $12.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is C Herman and Mary Virginia's EIN?

C Herman and Mary Virginia's EIN (Employer Identification Number) is 59-2241642. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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