Funder DirectoryTERRY FAMILY FOUNDATION
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EIN 770526121

TERRY FAMILY FOUNDATION

CARMEL VALLEY, CA 93924

Total Assets

$30K

FY 2023

Annual Giving

$1.7M

FY 2023

Grants Made

11

FY 2023

Avg Grant

$157K

FY 2023

Grant Range

$2K–$1.6M

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$49K

Total Expenses

$1.8M

Qualifying Distributions

$1.7M

Distributable Amount

$80K

Min. Investment Return

$81K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

11 grants

Grant sizes from minimum $2K through median $10K to maximum $1.6M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $1.7M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

50 grants

RENAISSANCE CHARITABLE FOUNDATION I
$1.7M
3 grants
MONTEREY BAY AQUARIUM
$135K
5 grants
RENAISANCE CHARITABLE FOUNDATION IN
$95K
2 grants
MONTAGE HEALTH FOUNDATION
$75K
5 grants
COMMUNITY FOUNDATION FOR MONTEREY C
$50K
5 grants
HOAG HOSPITAL FOUNDATION
$50K
5 grants
CARMEL VALLEY WOMEN'S CLUB FOUNDATI
$35K
5 grants
RENAISANCE CHARITABLE FOUNDATION
$24K
1 grant

Grant Size Distribution

50 grants

<$10K
34
grants
$10–50K
15
grants
$50–250K
$250K–1M
$1–5M
1
grants
$5M+

Geographic Focus

3 states

Indiana
$1.8M
82% of total
California
$390K
18% of total
Virginia
$15K
1% of total

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TERRY FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo