DFX Intelligence

Data Factory

Terry Foundation

Foundation on the family office graph

Search this name across graphsid dfx:fo:b04a98ce-1ec4-4781-b1d8-33834c9a24e2

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 21, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 66
Dated events: 40
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Terry Foundation

Allocator · shared ein

Relationships

Invested in (52)

→ AG Mortgage Value Participation Fund LtdFundholds
factForm 990-PF
→ Apollo European Credit Fund, L.P.Fundholds
factForm 990-PF
→ AQR Delphi Long-Short Equity Offshore Fund, L.P.Fundholds
factForm 990-PF
→ BDCM Offshore Opportunity Fund IV AIV, LPFundholds
factForm 990-PF
→ BDCM Offshore Opportunity Fund IV, Ltd.Fundholds
factForm 990-PF
→ BDCM Offshore Opportunity Fund V, Ltd.Fundholds
factForm 990-PF
→ BDCM Opportunity Fund II, L.P.Fundholds
factForm 990-PF
→ BDCM Opportunity Fund III, L.P.Fundholds
factForm 990-PF
→ BDCM PTC Investment, LPFundholds
factForm 990-PF
→ Black Diamond Credit Strategies Offshore, Ltd.Fundholds
factForm 990-PF
→ Blackstone Alternatives Solution IV Fund (Offshore), L.P.Fundholds
factForm 990-PF
→ Blackstone Alternatives Solution VI Fund (Offshore) L.P.Fundholds
factForm 990-PF
→ Blackstone Alternatives Solution VIII Fund (Offshore) L.P.Fundholds
factForm 990-PF
→ Campus-Clarion Student Housing Partners, LPFundholds
factForm 990-PF
→ CQS ABS Feeder Fund LtdFundholds
factForm 990-PF
→ CRG Partners III (Cayman) Holdings L.P.Fundholds
factForm 990-PF
→ CRG Partners IV - Cayman Levered (Holdings) L.P.Fundholds
factForm 990-PF
→ GSO Energy Private Investors Offshore, L.P.Fundholds
factForm 990-PF
→ Hawk Ridge Partners Offshore Ltd.Fundholds
factForm 990-PF
→ Irradiant CLO Partners Fund I, L.P.Fundholds
factForm 990-PF
→ Irradiant Clo Partners Fund II, L.P.Fundholds
factForm 990-PF
→ Kayne Anderson Core Real EstateFundholds
factForm 990-PF
→ Kayne Anderson Real Estate Debt Fund IV, L.P.Fundholds
factForm 990-PF
→ Kayne Anderson Real Estate Partners IV, L.P.Fundholds
factForm 990-PF
→ Kayne Anderson Real Estate Partners V, L.P.Fundholds
factForm 990-PF
→ Kayne Anderson Real Estate Partners VI LPFundholds
factForm 990-PF
→ Kayne Commercial Real Estate Debt, LPFundholds
factForm 990-PF
→ Kayne Credit Opportunities Fund (qp) LPFundholds
factForm 990-PF
→ Kayne NewRoad Ventures Fund II, L.P.Fundholds
factForm 990-PF
→ Kayne Partners Fund III (QP), L.P.Fundholds
factForm 990-PF
and 22 more

Principal of (14)

← Yvonne R MoodyPersonPresident/CEO/Director
factForm 990-PF
← Brian G YarbroughPersonChair/Director
factForm 990-PF
← Blair AbernathyPersonCFO/VP/Treasurer/Sec
factForm 990-PF
← Kristin K EschbachPersonCio
factForm 990-PF
← Brian K CarrollPersonDirector
factForm 990-PF
← Kathryn E FlowersPersonDirector
factForm 990-PF
← Scott A GrassPersonDirector
factForm 990-PF
← Brandy C HortonPersonDirector
factForm 990-PF
← Dr Elizabeth R KeelerPersonDirector
factForm 990-PF
← R Carter Overton IIIPersonDirector
factForm 990-PF
← Kim A PekarPersonDirector
factForm 990-PF
← Randall B SkilesPersonDirector
factForm 990-PF
← Bonnie R SoutherlandPersonDirector
factForm 990-PF
← Jeffrey C StichlerPersonDirector
factForm 990-PF

Dated events

37 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2024
Foundation officer left
Rhett G Campbell (CEO/Chair/Director) is no longer on Terry Foundation's 2024-12-31 return
Form 990-PFobserved 7 days ago
Occurred
Dec 31, 2024
Foundation officer joined
Randall B Skiles (Director) appears on Terry Foundation's 2024-12-31 return
Form 990-PFobserved 7 days ago
Occurred
Dec 31, 2023
Foundation officer left
Edward T Cotham Jr (CIO/Director) is no longer on Terry Foundation's 2023-12-31 return
Form 990-PFobserved 7 days ago

Show 37 bookkeeping events

Occurred
Dec 31, 2024
Terry Foundation: Kayne Anderson Real Estate Partners VI, L.P. $8.7M to $15.5M (+78%) year over year
Occurred
Dec 31, 2024
Terry Foundation: Blackstone Alternatives Solution VIII Fund (Offshore) L.P. $1.8M to $5.7M (+223%) year over year
Occurred
Dec 31, 2024
Terry Foundation no longer reports Kayne Anderson Renewable Infrastructure Partners, L.P. (was $4.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Terry Foundation: CRG Partners IV - Cayman Levered (Holdings) L.P. $2.8M to $4.0M (+41%) year over year
Occurred
Dec 31, 2024
Terry Foundation no longer reports Capital Royalty Partners II - Parallel Fund (A) Holdings L.P. (was $0.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Terry Foundation no longer reports Kayne Anderson Real Estate Partners III, L.P. (was $0.2M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Terry Foundation no longer reports BDCM Opportunity Fund IV AIV, LP (was $0.1M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Terry Foundation no longer reports NewRoad Fund IV, L.P. (was $1.3M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Terry Foundation: Summit Partners Concentrated Growth LS/QP Fund Ltd $3.9M to $6.5M (+67%) year over year
Occurred
Dec 31, 2024
Terry Foundation no longer reports Kayne Anderson Mezzanine Partners (QP), L.P. (was $0.0M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Terry Foundation: Millennium Access Fund, Ltd. $5.5M to $8.8M (+59%) year over year
Occurred
Dec 31, 2024
Terry Foundation no longer reports Kayne Anderson Renewable Energy Transition Fund LP (was $0.9M) on its 2024-12-31 return
Occurred
Dec 31, 2024
Terry Foundation: Z Capital Partners II-A, L.P. $16.1M to $1.1M (-93%) year over year
Occurred
Dec 31, 2024
Terry Foundation no longer reports NewRoad Fund IV AIV-I, L.P. (was $0.2M) on its 2024-12-31 return
Occurred
Dec 31, 2023
Terry Foundation: Kayne Anderson Real Estate Partners VI, L.P. $4.1M to $8.7M (+114%) year over year
Occurred
Dec 31, 2023
Terry Foundation: CRG Partners IV - Cayman Levered (Holdings) L.P. $1.2M to $2.8M (+129%) year over year
Occurred
Dec 31, 2023
Terry Foundation: Blackstone Alternatives Solution VIII Fund (Offshore) L.P. $0.8M to $1.8M (+136%) year over year
Occurred
Dec 31, 2023
Terry Foundation: AQR Delphi Long-Short Equity Offshore Fund, L.P. $2.7M to $4.2M (+54%) year over year
Occurred
Dec 31, 2023
Terry Foundation: Campus-Clarion Student Housing Partners, LP $2.5M to $1.0M (-61%) year over year
Occurred
Dec 31, 2023
Terry Foundation no longer reports Z Capital Loan Opportunity Offshore Fund, Ltd. (was $0.0M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Terry Foundation no longer reports Z Capital Credit Partners CLO 20151 Ltd. on its 2023-12-31 return
Occurred
Dec 31, 2023
Terry Foundation no longer reports Third Point Offshore Fund, Ltd. (was $2.4M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Terry Foundation no longer reports TCW Residential Capital Structure Arbitrage (Cayman) Fund, LP (was $0.3M) on its 2023-12-31 return
Occurred
Dec 31, 2023
Terry Foundation: Blackstone Alternatives Solution VI Fund (Offshore) L.P. $3.1M to $4.3M (+41%) year over year
Occurred
Dec 31, 2023
Terry Foundation first reports BDCM PTC Investment, LP on its 2023-12-31 return
Occurred
Dec 31, 2023
Terry Foundation first reports BDCM Opportunity Fund IV AIV, LP at $0.1M on its 2023-12-31 return
Occurred
Dec 31, 2023
Terry Foundation first reports BDCM Opportunity Fund III, L.P. at $2.8M on its 2023-12-31 return
Occurred
Dec 31, 2023
Terry Foundation: Z Capital Partners III-A, L.P. $6.0M to $8.9M (+48%) year over year
Occurred
Dec 31, 2023
Terry Foundation first reports BDCM Opportunity Fund II, L.P. at $0.1M on its 2023-12-31 return
Occurred
Dec 31, 2022
Terry Foundation first reports Kayne Anderson Mezzanine Partners (QP), L.P. at $0.0M on its 2022-12-31 return
Occurred
Dec 31, 2022
Terry Foundation first reports Irradiant CLO Partners Fund I, L.P. at $0.9M on its 2022-12-31 return
Occurred
Dec 31, 2022
Terry Foundation first reports Capital Royalty Partners II - Parallel Fund (A) Holdings L.P. at $0.0M on its 2022-12-31 return
Occurred
Dec 31, 2022
Terry Foundation first reports Blackstone Alternatives Solution VIII Fund (Offshore) L.P. at $0.8M on its 2022-12-31 return
Occurred
Dec 31, 2022
Terry Foundation first reports Blackstone Alternatives Solution VI Fund (Offshore) L.P. at $3.1M on its 2022-12-31 return
Occurred
Dec 31, 2022
Terry Foundation first reports Irradiant CLO Partners Fund II, L.P. at $1.4M on its 2022-12-31 return
Occurred
Dec 31, 2022
Terry Foundation first reports Blackstone Alternatives Solution IV Fund (Offshore), L.P. at $24.4M on its 2022-12-31 return
Occurred
Dec 31, 2022
Terry Foundation first reports AQR Delphi Long-Short Equity Offshore Fund, L.P. at $2.7M on its 2022-12-31 return

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

Also named here, with no published line of their own (reach them through the firm): Yvonne R Moody (President/CEO/Director), Brian G Yarbrough (Chair/Director), Blair Abernathy (CFO/VP/Treasurer/Sec), Kristin K Eschbach (CIO), Brian K Carroll (Director), Kathryn E Flowers (Director), Scott A Grass (Director), Brandy C Horton (Director), Dr Elizabeth R Keeler (Director), R Carter Overton III (Director), Kim A Pekar (Director), Randall B Skiles (Director).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:b04a98ce-1ec4-4781-b1d8-33834c9a24e2
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Terry Foundation

Foundation on the family office graph

Search this name across graphsid dfx:fo:b04a98ce-1ec4-4781-b1d8-33834c9a24e2

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 21, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.