Civic Intelligence

The Terry Foundation

990T • Fiscal year 2023 • EIN 31-1551093

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 03, 2025

Organization Profile

Refreshing map…

3336 Richmond Ave 450Houston, TX 77098

(713) 552-0002

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2020: $405,880,401Liabilities 2020: $0Net Assets 2020: $405,880,4012020Assets 2021: $439,829,875Liabilities 2021: $0Net Assets 2021: $439,829,8752021Assets 2022: $440,209,331Liabilities 2022: $94,243Net Assets 2022: $440,115,0882022Assets 2024: $433,055,126Liabilities 2024: $84,230Net Assets 2024: $432,970,8962024

Latest loaded filing

2024

Assets$433,055,126
Liabilities$84,230
Net Assets$432,970,896
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2020: $20,877,529Expenses 2020: $27,096,944Net Income 2020: -$6,219,4152020Revenue 2021: $57,798,712Expenses 2021: $23,849,238Net Income 2021: $33,949,4742021Revenue 2022: $23,941,988Expenses 2022: $23,641,625Net Income 2022: $300,3632022Revenue 2024: $30,403,403Expenses 2024: $28,388,044Net Income 2024: $2,015,3592024

Latest loaded filing

2024

Revenue$30,403,403
Expenses$28,388,044
Net Income$2,015,359
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 3, 2025
Return Version
2023v8.0
Filing and Contact Details

Filer

Filer Name
The Terry Foundation
EIN
31-1551093
Phone
7135520002
Address
3336 Richmond Ave 450, Houston, TX 77098

Signing Officer

Name
Blair Abernathy
Title
Director of Finance
Phone
7135520002
Signed
2025-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027
Preparer
Kurt Coburn
Phone
7134395739
Raw XML Appendix95 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0383306
IRS1120ScheduleD/Form4797GainOrLossAmt0353955
IRS1120ScheduleD/NetCapitalGainAmt0383306
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0383306
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt029351
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt029351
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0Kayne Anderson Real Estate Partners V LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt029351
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0Blair Abernathy
IRS990T/BooksInCareOfDetail/PhoneNum07135520002
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03336 Richmond Ave Suite 450
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077098
IRS990T/BookValueAssetsEOYAmt0431033653
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt097450
IRS990T/OverpaymentSection/OverpaymentAmt097450
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt097450
IRS990TScheduleA/CapitalGainNetIncomeAmt0383306
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt04000
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt04000
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-519412
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-136106
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-136106
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0Investment in partnerships
IRS990TScheduleA/UBIBeforeNOLDedAmt0-140106
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-140106
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt097450
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Blair Abernathy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director of Finance
ReturnHeader/BusinessOfficerGrp/PhoneNum07135520002
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Terry Foundation
ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0311551093
ReturnHeader/Filer/PhoneNum07135520002
ReturnHeader/Filer/USAddress/AddressLine1Txt03336 Richmond Ave 450
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077098
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kurt Coburn
ReturnHeader/ReturnTs02025-02-03T10:51:35-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$433$0.08$433$30.4$28.4$2.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$440$0.09$440$23.9$23.6$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$440$0.00$440$57.8$23.8$33.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$406$0.00$406$20.9$27.1$6.22