Terry Family Foundation

CARMEL VALLEY, CA EIN: 77-0526121

Terry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL VALLEY, CA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $21K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$21K

-98.8% YoY

Grant Count

1

-90.9% YoY

Avg Grant Size

$21K

-86.6% YoY

Under IRS private-foundation payout rules, Terry Family Foundation reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.

About Terry Family Foundation

Based on IRS filings

Terry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL VALLEY, CA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $21K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

Carmel ValleyFairfaxIndianapolisMontereyNewport BeachOceanside

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$486K$972K$1M$2M20202021202220232024
Metric202420232022
Total Assets$30,420$1,516,088
Revenue$2,953$49,185$200,436
Expenses$33,363$1,767,469$159,888
Qualifying Distributions$26,949$1,726,040$132,700
Net Investment Income$35,135$185,959
Distributable Amount$1,328$80,195$54,665

Giving Over Time

Total grant dollars and number of grants per year

$0$431K$862K$1M$2M9 grants202010 grants202110 grants202211 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

RENAISSANCE CHARITABLE F…$21K

Grant Size Distribution

41 grants across all recorded years

39<$50K1$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Renaissance Charitable Foundation I ($20,973).

RecipientPurposeAmount
RENAISSANCE CHARITABLE FOUNDATION I INDIANAPOLIS, INUNRESTRICTED$20,973

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DENNIS TERRYPresident2
EDNA TERRYCFO2
MICHAEL TERRYVice President1
JULIE TERRYSecretary1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Terry Family Foundation?

Terry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL VALLEY, CA. It holds — in total assets as of 2024.

Where does Terry Family Foundation operate?

Terry Family Foundation has awarded grants in California, Indiana, Virginia.

What size grants does Terry Family Foundation award?

In 2024, Terry Family Foundation awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Terry Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Terry Family Foundation reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Terry Family Foundation's EIN?

Terry Family Foundation's EIN (Employer Identification Number) is 77-0526121. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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