Terry Foundation
Foundation, based in Houston, Texas, reporting $433M in assets.
Composed from this allocator's classification, location and filed figures.
Latest dated change: 23 Sep 2026, Re-up prospect for Bdcm Opportunity Fund VI, LP: condition no longer holds; not judged. Every change is listed below.
7 more people, 10 more managers and 46 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People to know
View all people- CIOWhy: Chief investment officer: owns the allocation decisionNo route on file yet
- President & CEOWhy: Runs the firm (chief executive or president)Email
Capital path
who backs this record, through what, into what; each name opens its own path- Portfolio Advisors Private Equity Fund 2012 (Offshore), L.P.1 commitment
- BDCM Opportunity Fund III, L.P.1 commitment
- GSO Energy Private Investors Offshore, L.P.1 commitment
- Kayne Anderson Capital Advisors LP8 commitments
- Oaktree Capital Management, LP6 commitments
- Black Diamond Capital Management, L.L.C.3 commitments
Relationship network
72 connected entities49 observed commitments5 repeat counterparties19 dated commitments shown here, 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Person
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesFoundation · EIN 311551093ShowHide
Allocation policy
- Z Capital Partners I, L.P. $14.8M
- Z Capital Partners II-A, L.P. $1.1M
- Z Capital Partners III-A, L.P. $8.4M
Consultants and advisers
Decision makers
- Kristin K Eschbach · CIOWhy this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
- Yvonne R. Moody · President & CEOWhy this person: Runs the firm (chief executive or president)Work email on file (the allocator's own staff page), confirmed 2026-09-30, confidence 90%
Who else at this allocator · 1 person, grouped by function
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. 1 with a route on file. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
People
- Brian Yarbrough Board ChairBoard chair
- Yvonne R. Moody President & CEOExecutive director / CEO
+7 more people on the investment staff and board
Every name, title and published role at this allocator, with the page it was read from.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Manager roster
- Kayne Anderson Capital Advisors LP8 rows, latest Dec 31, 2024
- Oaktree Capital Management, LP6 rows, latest Dec 31, 2024
- Black Diamond Capital Management, L.L.C.3 rows, latest Dec 31, 2024
+10 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Sep 23, 2026re up prospect resolvedreport dateinferenceRe-up prospect for Bdcm Opportunity Fund VI, LP: condition no longer holds; not judgedwith Black Diamond Capital Management, L.L.C.
- Nov 12, 2024Re-up prospectinferenceTerry Foundation holds BDCM Opportunity Fund III, L.P.; the manager has a newer fund open: Bdcm Opportunity Fund VI, LP (state not recorded, Form D first sale 2024-11-12); no commitment to it on the graph; 2 fund(s) of the series between them not held eitherwith Black Diamond Capital Management, L.L.C.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Portfolio Advisors Private Equity Fund 2012 (Offshore), L.P. | Portfolio Advisors LLC | Private equity | $2.5M held | 2012 | Disclosed holding | apps.irs.gov |
| as of Dec 31, 2024 | BDCM Opportunity Fund III, L.P. | Black Diamond Capital Management, L.L.C. | Private equity | $2.6M held | Disclosed holding | apps.irs.gov | |
| as of Dec 31, 2024 | GSO Energy Private Investors Offshore, L.P. | GSO Energy Private | Natural resources | $97,554 held | Disclosed holding | apps.irs.gov |
+46 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Provenance
Provenance
Not yet on record: private markets allocation target.
Terry Foundation is the same institution as 1 record in Family Offices.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Terry Foundation sits on 54 traced paths of capital across the graphs.
DFX traced 54 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Re up prospect resolved2026-09-23
- Re up prospect2024-11-12
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+37 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.