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California · Private foundation

Terry Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$131k
Granted FY2021
10
Grants FY2021
10
Organizations funded FY2021
20%
First-time grantees FY2021
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Read this first · the figures below need context

100% of Terry Family Foundation’s FY2024 grant dollars went to Renaissance Charitable Foundation Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 0 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2021, the last year Terry Family Foundation named its own grantees at scale: 7 organizations, $131k. It is dated, not current.

Organizations named directly on the return

5
’17
7
’20
7
’21
8
’22
8
’23
0
’24

Amber years are those where most dollars went to a sponsor.

Median grant, FY2021
$10,000
Largest grant, FY2021
$45,000
Organizations funded a year
5 to 10
FY2017 to FY2021
States reached, FY2021
3
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2021, 20% of the organizations Terry Family Foundation funded were first-time grantees, receiving 38% of its grant dollars.

New vs renewed · share of each year

In FY2021, 62% of grant dollars renewed an existing relationship; $50k went to new ones.

50%100%’20’21
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’20’21
PhilanthropyCrime & LegalEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY202110$131k20%
FY20208$78k50%
FY20175$51kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Philanthropy$1.8MEnvironment$135kHealth$125kEducation$28kHuman Services$19kCrime & Legal$12kCommunity Improvement$12kInternational$5k

Top grantees

Largest recipients by total granted, FY2017 to FY2023, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Monterey Bay Aquarium Foundation$135,00050%
Montage Health Foundation$70,00050%
Hoag Hospital Foundation$50,00050%
Carmel Valley Womens Club Foundation$27,5004n/a
NRA Foundation Inc$12,00040%
Carmel Valley Village Improvement Committee$12,00048%
Semper Fi & America's Fund$10,00020%
The Salvation Army$9,2005n/a
Rotacare Bay Area Inc$5,00011%

Plus 3 recipients with no EIN on record ($90k), not named here.

Compare Terry Family Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Terry Family Foundation?

Find your warmest path to Terry Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Terry Family Foundation

How much does Terry Family Foundation give?
Terry Family Foundation reported 10 grants totaling $130,500 in its FY2021 IRS filing. It funded between 5 and 10 organizations a year over FY2017 to FY2021.
What does Terry Family Foundation fund?
By grant dollars over FY2017 to FY2023, its largest causes are Philanthropy (84%), Environment (6%), Health (6%).
Who are Terry Family Foundation's largest grantees?
By total granted over FY2017 to FY2023: Monterey Bay Aquarium Foundation ($135k), Montage Health Foundation ($70k), Hoag Hospital Foundation ($50k).
Does Terry Family Foundation fund new organizations?
In FY2021, 20% of the organizations it funded were first-time grantees.
Does Terry Family Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is Terry Family Foundation based?
Terry Family Foundation is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 13 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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