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· 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
3
States reached
$45k
Largest

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.

01What it funds
01100% 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
02FY2021 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2021

  • Under $10k5 grants · $21k
  • $10k–50k5 grants · $110k
$10,000
Median grant
3
States reached
$0
Total assets
Largest grants
RecipientAmount
RENAISANCE CHARITABLE FOUNDATION IN$45,000
MONTEREY BAY AQUARIUM$30,000
MONTAGE HEALTH FOUNDATION$15,000
HOAG HOSPITAL FOUNDATION$10,000
COMMUNITY FOUNDATION FOR MONTEREY C$10,000
CARMEL VALLEY WOMEN'S CLUB FOUNDATI$7,500
THE SEMPRE FI AMERICA'S FUND$5,000
CARMEL VALLEY VILLAGE IMPROVEMENT C$3,000
THE NRA FOUNDATION$3,000
THE SALVATION ARMY$2,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY17–24) land where the poverty rate runs at 15%, against an area that typically sits at 8%. 99% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%ROTACARE BAY AREA INC: $5k → 8%HOAG HOSPITAL FOUNDATION: $10k → 10%SEMPER FI AMERICA'S FUND: $5k → 11%MONTEREY BAY AQUARIUM: $30k → 12%RENAISSANCE CHARITABLE FOUNDATION I: $1.6M → 16%THE NRA FOUNDATION: $3k → 6%HOAG HOSPITAL FOUNDATION: $10k → 10%SEMPER FI AMERICA'S FUND: $5k → 11%MONTEREY BAY AQUARIUM: $30k → 12%RENAISSANCE CHARITABLE FOUNDATION I: $50k → 16%THE NRA FOUNDATION: $3k → 6%HOAG HOSPITAL FOUNDATION: $10k → 10%THE SEMPRE FI AMERICA'S FUND: $5k → 11%MONTEREY BAY AQUARIUM: $25k → 12%RENAISANCE CHARITABLE FOUNDATION IN: $45k → 16%THE NRA FOUNDATION: $3k → 6%HOAG HOSPITAL FOUNDATION: $10k → 10%MONTEREY BAY AQUARIUM: $25k → 12%RENAISSANCE CHARITABLE FOUNDATION I: $27k → 16%THE NRA FOUNDATION: $3k → 6%MONTEREY BAY AQUARIUM: $25k → 12%RENAISANCE CHARITABLE FOUNDATION: $24k → 16%MONTAGE HEALTH FOUNDATION: $15k → 12%RENAISSANCE CHARITABLE FOUNDATION I: $21k → 16%MONTAGE HEALTH FOUNDATION: $15k → 12%MONTAGE HEALTH FOUNDATION: $15k → 12%MONTAGE HEALTH FOUNDATION: $15k → 12%COMMUNITY FOUNDATION FOR MONTEREY C: $10k → 12%MONTAGE HEALTH FOUNDATION: $10k → 12%COMMUNITY FOUNDATION FOR MONTEREY C: $10k → 12%COMMUNITY FOUNDATION FOR MONTEREY C: $10k → 12%COMMUNITY FOUNDATION FOR MONTEREY C: $10k → 12%CARMEL VALLEY WOMEN'S CLUB FOUNDATI: $8k → 12%CARMEL VALLEY WOMEN'S CLUB FOUNDATI: $8k → 12%CARMEL VALLEY WOMEN'S CLUB FOUNDATI: $8k → 12%CARMEL VALLEY WOMEN'S CLUB FOUNDATI: $5k → 12%CARMEL VALLEY VILLAGE IMPROVEMENT C: $3k → 12%CARMEL VALLEY VILLAGE IMPROVEMENT C: $3k → 12%CARMEL VALLEY VILLAGE IMPROVEMENT C: $3k → 12%CARMEL VALLEY VILLAGE IMPROVEMENT C: $3k → 12%THE SALVATION ARMY: $1k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

87%of every dollar goes to organizations it has funded before.
$366k · 9 repeat orgs$55k to everyone else

9 repeat relationships: 8 still active in FY2021, 1 since wound down; 2 grantees were first funded in FY2021 (too recent to call). Read against FY2021, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

9
1

Total granted

$366k
$5k

Median revenue growth · since first grant

+8%
+17%

Still filing today

67%
100%

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’20’21’22’23
RenewedFirst-time

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

’17’20’21’22’23
HealthAnimalsPhilanthropyCrime & 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.

Backed again, and grew

  • MONTEREY BAY AQUARIUM FOUNDATION
    5× · 2017–2023 · $135k · revenue +105%
  • HH
    HOAG HOSPITAL FOUNDATION
    5× · 2017–2023 · $50k · revenue +300%
  • NF
    NRA FOUNDATION INC
    4× · 2020–2023 · $12k · revenue +34%

Funded once

  • ROTACARE BAY AREA INC
    one grant, 2017 · $5k · revenue +17%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
2
California Health Foundation and Trust

Support access, research, and education in the fields of healthcare delivery, financing, and patient care.

Philanthropy
3
The San Diego Foundation

The san diego foundation inspires enduring philanthropy and enables community solutions to improve the quality of life in our region.

Philanthropy
4
Tahoe Community Foundation

The Foundation envisions a thriving community created through meaningful philanthropy, inclusive communication, and the willingness to explore possibilities together.

Education
5
Carson Valley Health Foundation

None

Health
6
Valley Presbyterian Hospital Foundation

To render aid and obtain and administer funds and other property to be used in furtherance of the purposes of valley presbyterian hospital.

—
7
California Pacific Medical Center Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
8
Kfhpw Holdings

Supporting kaiser permanente organizations which provide high-quality, affordable health care services to improve the health of our members and the communities we serve.

—
9
Community Hospital of the Monterey Peninsula

Community hospital of the monterey peninsula is dedicated to identifying and meeting the changing healthcare needs of the people of the monterey peninsula and surrounding communities.we are committed to providing high-quality services at a…

Health
10
Sarasota Memorial Healthcare Foundation Inc

Sarasota memorial healthcare foundation is the philanthropic partner that helps sarasota memorial health care system bring world-class care to our community.

Health
11
Newport Hospital Foundation

NHF supports, encourages and coordinates the development of comprehensive, integrated health care-related services for the advancement and well-being of the community, in furtherance of the purposes of Newport Hospital (see Schedule O)

Health
12
Contra Costa Regional Health Foundation

Contra Costa Regional Health Foundation eliminates barriers and enhances the capabilities of Contra Costa Health Services and the community to improve the saftey, health, and wellness of every Contra Costa County resident.

Health
How this is measured
The grantee most central to the portfolio’s shape is Hoag Hospital Foundation; the most unlike its peers is Monterey Bay Aquarium Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

9 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 13 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
8/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

Renaissance Charitable Foundation Inc: $1,738,220 · PhilanthropyRenaissance Charitable Foundation Inc+1 more: $27,500 · PhilanthropyMONTEREY BAY AQUARIUM FOUNDATION: $135,000 · AnimalsMONTAGE HEALTH FOUNDATION: $70,000 · HealthHOAG HOSPITAL FOUNDATION: $50,000 · HealthSEMPER FI & AMERICA'S FUND: $10,000 · HealthRENAISANCE CHARITABLE FOUNDATION IN: $45,000 · OtherCOMMUNITY FOUNDATION FOR MONTEREY C: $40,000 · OtherTHE SALVATION ARMY: $9,200 · OtherROTACARE BAY AREA INC: $5,000 · OtherTHE SEMPRE FI AMERICA'S FUND: $5,000 · OtherNRA FOUNDATION INC: $12,000 · Crime & LegalCarmel Valley Village Improvement Committee: $12,000 · Environment
Philanthropy$1,765,720Animals$135,000Health$130,000Other$104,200Crime & Legal$12,000Environment$12,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetRenaissance Charitable Foundation Inc: $1,738,220 over 4y, 0.1% of budgetMONTEREY BAY AQUARIUM FOUNDATION: $135,000 over 5y, 0.0% of budgetMONTAGE HEALTH FOUNDATION: $70,000 over 5y, 0.1% of budgetHOAG HOSPITAL FOUNDATION: $50,000 over 5y, 0.0% of budgetNRA FOUNDATION INC: $12,000 over 4y, 0.0% of budgetCarmel Valley Village Improvement Committee: $12,000 over 4y, 8.4% of budgetSEMPER FI & AMERICA'S FUND: $10,000 over 2y, 0.0% of budgetROTACARE BAY AREA INC: $5,000 over 1y, 0.5% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Renaissance Charitable Foundation Inc ↗
  • Who funds MONTEREY BAY AQUARIUM FOUNDATION ↗
  • Who funds MONTAGE HEALTH FOUNDATION ↗
  • Who funds HOAG HOSPITAL FOUNDATION ↗
  • Who funds CARMEL VALLEY WOMENS CLUB FOUNDATION ↗
  • Who funds NRA FOUNDATION INC ↗
  • Who funds Carmel Valley Village Improvement Committee ↗
  • Who funds SEMPER FI & AMERICA'S FUND ↗
  • Who funds ROTACARE BAY AREA INC ↗

How much its grantees rely on government

Each dot is one organization Terry Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Terry Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%3%6%10%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    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.

    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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