Terry Family Foundation

Carmel Valley, CA
Tax-exempt since Dec. 1999
EIN: 77-0526121

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$2,953

Expenses

$33,363

Net Income

-$30,410

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25	0.8%
Interest Revenue	$0
Dividends	$721	24.4%
Sales of Assets	$0
Other Income	$2,207	74.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,949	80.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Dennis Terry (President)	$0	$0
Edna Terry (Cfo)	$0	$0
Michael Terry (Vice President)	$0	$0
Julie Terry (Secretary)	$0	$0

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990-PF

Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$49,185

Expenses

$1,767,469

Net Income

-$1,718,284

Net Assets

$30,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,383	86.2%
Sales of Assets	$6,802	13.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,726,040	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,420
Total Liabilities	$0
Net Assets	$30,420

Compensation

Key Employees and Officers	Compensation	Other
Dennis Terry (President)	$0	$0
Edna Terry (Cfo)	$0	$0
Michael Terry (Vice President)	$0	$0
Julie Terry (Secretary)	$0	$0

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990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$209,507

Expenses

$159,711

Net Income

$49,796

Net Assets

$1,516,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,096	15.8%
Sales of Assets	$198,185	94.6%
Other Income	-$21,774

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,700	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,516,088
Total Liabilities	$2
Net Assets	$1,516,086

Compensation

Key Employees and Officers	Compensation	Other
Dennis Terry (President)	$0	$0
Edna Terry (Cfo)	$0	$0
Michael Terry (Vice President)	$0	$0
Julie Terry (Secretary)	$0	$0

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990-PF

Filed on May 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2021

Revenue

$110,565

Expenses

$188,794

Net Income

-$78,229

Net Assets

$1,466,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,390	19.3%
Sales of Assets	$114,282	> 100%
Other Income	-$25,107

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,950	69.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,466,290
Total Liabilities	$0
Net Assets	$1,466,290

Compensation

Key Employees and Officers	Compensation	Other
Dennis Terry (President)	$0	$0
Edna Terry (Cfo)	$0	$0
Michael Terry (Vice President)	$0	$0
Julie Terry (Secretary)	$0	$0

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990-PF

Filed on July 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$48,892

Expenses

$113,267

Net Income

-$64,375

Net Assets

$1,544,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,202	49.5%
Sales of Assets	$76,132	> 100%
Other Income	-$51,442

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,250	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,544,519
Total Liabilities	$1
Net Assets	$1,544,518

Compensation

Key Employees and Officers	Compensation	Other
Dennis Terry (President)	$0	$0
Edna Terry (Cfo)	$0	$0
Michael Terry (Vice President)	$0	$0
Julie Terry (Secretary)	$0	$0

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990-PF

Filed on Oct. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$303,555

Expenses

$80,585

Net Income

$222,970

Net Assets

$972,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$248,873	82.0%
Interest Revenue	$92	0.0%
Dividends	$8,180	2.7%
Sales of Assets	$46,410	15.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,000	90.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$972,151
Total Liabilities	$0
Net Assets	$972,151

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

-$7,321

Expenses

$74,433

Net Income

-$81,754

Net Assets

$1,464,513

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,127
Sales of Assets	$5,510
Other Income	-$19,958

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,200	68.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,499,513
Total Liabilities	$35,000
Net Assets	$1,464,513

Compensation

Key Employees and Officers	Compensation	Other
Dennis C Terry (President)	$0	$0
Edna K Terry (Cfo)	$0	$0
Michael P Terry (Vice President)	$0	$0
Julie L Terry (Secretary)	$0	$0

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990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$81,344

Expenses

$43,889

Net Income

$37,455

Net Assets

$1,546,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$936	1.2%
Dividends	$3,939	4.8%
Sales of Assets	$81,208	99.8%
Other Income	-$4,739

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	79.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,581,267
Total Liabilities	$35,000
Net Assets	$1,546,267

Compensation

Key Employees and Officers	Compensation	Other
Dennis C Terry (President)	$0	$0
Edna K Terry (Cfo)	$0	$0
Michael P Terry (Vice President)	$0	$0
Julie L Terry (Secretary)	$0	$0

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990-PF

Filed on Aug. 17, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$590,275

Expenses

$45,891

Net Income

$544,384

Net Assets

$1,511,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	84.7%
Interest Revenue	$0
Dividends	$3,033	0.5%
Sales of Assets	$87,242	14.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	76.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,546,267
Total Liabilities	$35,000
Net Assets	$1,511,267

Compensation

Key Employees and Officers	Compensation	Other
Dennis C Terry (President)	$0	$0
Edna K Terry (Cfo)	$0	$0
Michael P Terry (Vice President)	$0	$0
Julie L Terry (Secretary)	$0	$0

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990-PF

Filed on Aug. 1, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$7,712

Expenses

$45,330

Net Income

-$37,618

Net Assets

$966,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,578	33.4%
Sales of Assets	$5,134	66.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	77.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,001,883
Total Liabilities	$35,000
Net Assets	$966,883

Compensation

Key Employees and Officers	Compensation	Other
Dennis C Terry (President)	$0	$0
Edna K Terry (Cfo)	$0	$0
Michael P Terry (Vice President)	$0	$0
Julie L Terry (Secretary)	$0	$0

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990-PF

Filed on April 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

-$24,688

Expenses

$39,739

Net Income

-$64,427

Net Assets

$1,002,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,725
Dividends	$3,201
Sales of Assets	-$30,614
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,037,052
Total Liabilities	$35,000
Net Assets	$1,002,052

Compensation

Key Employees and Officers	Compensation	Other
Dennis C Terry (President)	$0	$0
Edna K Terry (Cfo)	$0	$0
Michael P Terry (Vice President)	$0	$0
Julie L Terry (Secretary)	$0	$0

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990-PF

Filed on April 23, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$71,216

Expenses

$35,956

Net Income

$35,260

Net Assets

$1,108,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,450	7.7%
Dividends	$3,508	4.9%
Sales of Assets	$62,258	87.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	97.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,108,683
Total Liabilities	$0
Net Assets	$1,108,683

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$5,390

Expenses

$42,657

Net Income

-$37,267

Net Assets

$1,145,758

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,450	> 100%
Dividends	$2,297	42.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	82.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,145,759
Total Liabilities	$1
Net Assets	$1,145,758

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated June 22, 2026

Terry Family Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001