Cause IQ organization profile

Terry Foundation

Form 990s | Financials | Vendors | Personnel | Peers

Terry Foundation is a private foundation based in Houston, TX that was founded in 1997. As of 2018 they had $50 million in revenue and $410 million in assets.

To strengthen the State of Texas by identifying Texas high school graduates and transfer students who have promise of future leadership distinction and assisting them in developing their future and the future of those around them.

EIN:

31-1551093

City:

Houston

State:

Texas

Website:

terryfoundation.org

Phone:

800-675-2414

Facebook:

facebook.com/TerryFoundation

Twitter:

@terryscholars

Founded:

1997

Type:

501(c)(3)

NTEE:

T20: Private foundations

Revenue:

$50,000,378

Assets:

$410,002,871

Fiscal year end:

December

Revenue trends:

Asset trends:

Form 990s for Terry Foundation

Fiscal year ending	Date received by IRS	Form	PDF link
2018-12	Jun 23, 2020	990PR	View PDF
2017-12	Dec 19, 2018	990PF	View PDF
2016-12	Nov 8, 2017	990PF	View PDF
2015-12	Nov 9, 2016	990PF	View PDF
2015-12	Oct 28, 2016	990PF	View PDF
...and six more Form 990 PDFs

Financials for Terry Foundation

Field	2017	2016	% Change
Total grants, contributions, etc.	$21,393,964	$18,427,823	16.1%
Program services	$0	$0
Investment income and dividends	$7,279,549	$7,538,923	-3.4%
Tax-exempt bond proceeds
Royalty revenue
Net rental income	$0	$0
Net gain from sale of non-inventory assets	$11,632,172	$-20,480,965	156.8%
Net income from fundraising events	$0	$0
Net income from gaming activities
Net income from sales of inventory
Miscellaneous revenues	$9,694,693	$7,168,416	35.2%
Total revenues	$50,000,378	$12,654,197	295.1%

Field	2017	2016	% Change
Grants to govts. and orgs. in USA
Grants to individuals in USA
Grants to govts., orgs., and individuals outside USA
Benefits paid to or for members
Compensation of current officers, etc.	$1,070,534	$1,067,931	0.2%
Compensation not included above, to disqualified persons
Non-officer salaries and wages	$0	$0
Pension/retirement accruals and contributions	$0	$0
Other employee benefits
Payroll taxes
Management fees
Legal fees	$34,680	$14,316	142.2%
Accounting fees	$45,400	$44,000	3.2%
Lobbying fees
Pro. fundraising fees
Investment mgmt fees
Other fee-for-service	$1,393,765	$1,405,178	-0.8%
Advertising and promotion	$0	$0
Office expenses
Information tech. expenses
Royalty expenses
Occupancy	$0	$0
Travel	$0	$0
Public official travel and entertainment
Conferences, meetings, etc.
Interest	$0	$403	-100%
Payments to affiliates
Depreciation, amortization, etc.	$0	$0
Insurance
All other expenses	$2,778,657	$3,921,811	-29.1%
Total expenses	$40,139,151	$41,443,424	-3.1%

Field	2017	2016	% Change
Cash (non-interest-bearing)	$0	$0
Savings, short-term investments, etc.	$10,080,721	$6,311,296	59.7%
Pledges and grants receivable	$0	$0
Accounts receivable	$0	$0
Loans receivable from officers, directors, etc.	$0	$0
Loans receivable from other disqualified persons
Notes and loans receivable	$0	$0
Inventories for use	$0	$0
Prepaid expenses and deferred charges	$0	$107	-100%
Buildings, equipment, etc. post-depreciation	$0	$0
Investments, publicly traded securities	$268,935,767	$292,997,222	-8.2%
Investments, other securities	$130,927,109	$102,131,504	28.2%
Investments, program-related
Intangible assets
Other assets	$59,274	$68,383	-13.3%
Total assets	$410,002,871	$401,508,512	2.1%

Field	2017	2016	% Change
Accounts payable and accrued expenses	$0	$1,366,868	-100%
Grants payable	$0	$0
Deferred revenue	$0	$0
Tax-exempt bond liabilities
Escrow or custodial account liability
Loans payable to officers and disqualified persons	$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0
Unsecured notes and loans payable to unrelated third parties
Other liabilities	$0	$0
Total liabilities	$0	$1,366,868	-100%

Vendors for Terry Foundation

Vendor	Services	Date
Microsoft Services	Software	2020-03-17
██████	Fundraising software	2020-03-05
███████ ███ ████	Fundraising software; Payment processing	2020-03-05
█████████	Content management system software	2020-03-05
████████	Fundraising software	2020-03-05
████ ██ ███████ ███	Tax accounting	2018-12-19
██████ █████	Tax accounting	2014-10-09

Personnel at Terry Foundation

Name	Title	Compensation	Most recent data
Rhett Campbell	Chief Executive Officer Board Chairman	-	Aug. 28, 2020
Ed Cotham	Chief Investment Officer	-	Aug. 28, 2020
██████ ██ ██████	Vice President of Administration	-	Oct. 6, 2018
█ ██████ ██ █████	President and Executive Director	-	Aug. 28, 2020
█ █████ ██ █████████	Director of Finance and Administration	-	Aug. 28, 2020
█ █████ ██ █████	Director of Communications and Alumni Engagement	-	Aug. 28, 2020
█████ ██ ███████	Scholarship Program Director	-	Aug. 28, 2020
█ █████ ██ ███████	Office Manager	-	Aug. 28, 2020

Peer private foundations

	Name	Type	Revenue	Location
1	M. G. and Lillie A Johnson Foundation	501(c)(3)	$16 million	Victoria, TX
2	Columbia Bank Foundation	501(c)(3)	$34 million	Fair Lawn, NJ
3	The Louis and Gloria Flanzer Philanthropic Trust	501(c)(3)	$95 million	New York, NY
4	Cyrus Tang Foundation	501(c)(3)	$86 million	Las Vegas, NV
5	John W. Anderson Foundation	501(c)(3)	$25 million	Valparaiso, IN
6	Sidney E Frank Charitable Foundation	501(c)(3)	$17 million	Harrison, NY
7	Sunrise Foundation	501(c)(3)	$63 million	Wilmington, DE
8	Eqt Foundation	501(c)(3)	$17 million	Pittsburgh, PA
9	The Eric and Wendy Schmidt Fund for Strategic Innovation	501(c)(3)	$37 million	Palo Alto, CA
10	The Charles and Peggy Stephenson Family Foundation	501(c)(3)	$15 million	Tulsa, OK
11	Carl E Touhey Foundation	501(c)(3)	$21 million	Albany, NY
12	Neubauer Family Foundation	501(c)(3)	$51 million	Philadelphia, PA
13	Mitchell Wolfson SR Foundation	501(c)(3)	$18 million	Miami, FL
14	Coif Charities Investment Fund	501(c)(3)	$78 million	United Kingdom,
15	Helen and WILL Webster Foundation	501(c)(3)	$31 million	Arcadia, CA
16	J. Willard and Alice S. Marriott Foundation	501(c)(3)	$27 million	Bethesda, MD
17	Mathile Family Foundation	501(c)(3)	$20 million	Dayton, OH
18	Ted Arison Family Foundation USA	501(c)(3)	$27 million	Aventura, FL
19	Anthony and Jeanne Pritzker Family Foundation (Anthony and Jeanne Pritzker Fam FDN)	501(c)(3)	$24 million	Chicago, IL
20	Deerbrook Charitable Trust	501(c)(3)	$40 million	Woodbridge, NJ
21	Edward C. Johnson Fund	501(c)(3)	$36 million	Boston, MA
22	TAWANI Foundation	501(c)(3)	$15 million	Chicago, IL
23	Fulk Family Foundation	501(c)(3)	$107 million	Chicago, IL
24	Toulmin Virginia B Charitable Foundation III	501(c)(3)	$12 million	New York, NY
25	Eula Mae and John Baugh Foundation	501(c)(3)	$14 million	Houston, TX

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Cause IQ organization profile

Terry Foundation

Form 990s for Terry Foundation

Financials for Terry Foundation

Vendors for Terry Foundation

Personnel at Terry Foundation

Peer private foundations

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