2021 Terry Foundation Annual Report

2021 Annual Report

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Contents Chairman’s Letter

1

Our Founders

2

Mission, Vision & Pillars

3

Board of Directors

4

Advisory Board

5

SEL Committee

6

Interview Panelists

8

Alumni Association

10

Terry Connect

11

Virtual Hosts & Panelists

12

Virtual Gatherings

13

Our Donors

14

Our Funding

16

Financials

20

Enrollment + Demographics

22

Academics

24

About the Design Theme The 2021 Annual Report is dedicated to the perseverance of our Terry Scholars and their devotion to this community. The design of this publication is inspired by the philosophy of kintsugi, the Japanese art of mending pottery to fill cracks and attach broken pieces with gold or silver rather than hide them. This concept of highlighting “imperfections” reminds us that they should be celebrated, not disguised, because they make us who we are.

This artform, like personal reflection and rebuilding, requires a large investment of time and effort.

The finished product is not the same as it once was, and it is not “perfect,” but it is undoubtedly more beautiful because of the work and care put into remaking it. Terry Scholars are never expected to be “perfect.” Instead, each Scholar is encouraged to do their best and to help bring out the best in others.

The “cracks” shown throughout this book are also meant to symbolize roots, which have given us a sprout of hope for the future ahead. We all experience the inevitable growth achieved through struggles., and we are immensely proud of everything that Terry Scholars have accomplished during such challenging times over the last year.

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CHAIRMAN’S LETTER What a difference a year makes! With pleasure, I report that our Foundation remains strong, and our Scholars continue to flourish. Our endowment enjoyed a dramatic financial recovery in 2021 and we find ourselves in a more comfortable place, though we are never able to award as many scholarships as we would like. 2020 was a humbling experience, but it served to remind us that our success is not measured by one year or even one decade but by the successful lives of those we help to educate: one Scholar at a time. That has always been true, and it remains true today.

As of December 31, 2021, our Endowment stood at $555.4 million, a nice recovery from 2020, and we enjoy good returns in a tough market. Today we support 779 Scholars at 13 public universities in Texas, including 725 Traditional and 54 Transfer Scholars. The Foundation has matriculated 6,012 Scholars since our beginning in 1987 at a total cost of $338.8 million.

Our interviews were conducted virtually for the second year, continuing a divergence from our goal of “in person” interviews. Likewise, our spring picnics and fall orientations were virtual, again not our first choice but the right decision under adverse circumstances. We are working hard to return to “in person” interviews and events. We select our Scholars individually and we prefer to assure them of our support in person.

Academically, Terry Scholars continue to excel. Our September 2021 entering freshman cohort of Terry Scholars had 23 valedictorians. Our Traditional Scholars had a GPA of 3.673 while the Transfer Scholars had a GPA of 3.642. Just as meaningfully, our Scholars fill important leadership roles at their respective universities. We are justly proud of the academic and personal achievements of our Scholars who continue to be among the best of the best.

We continue to grow our Terry Alumni base. We have 4,753 Alumni and 6 Terry Scholar Alumni Association chapters (including a new one for West Texas and New Mexico). We are especially gratified that we have 2,436 Alumni users of Terry Connect. (www.terryconnect.com) and I encourage each of you to use it regularly. Remember that you have over 4,000 best friends who are among the most successful individuals you will ever meet. When we all help each other, our individual success is ensured.

This year, once again, Terry Alumni made substantial financial contributions, increasing in number and amount, for which we are truly thankful. The Board has an active development committee focused on enhancing ways in which our friends and Alumni can give back financially to enable us to give even more scholarships. I encourage you to think of the Terry Foundation when you “give back;” the Foundation is a conduit helping finance education in Texas.

We are a non-profit, and all contributions go directly to support our educational efforts. No contribution is too small, and in the aggregate, those contributions make a positive difference to the success of our Scholars.

We tip our collective hats to Director Ed Cotham who has taken Emeritus status while continuing to serve as Chief Investment Officer. We are pleased to welcome Brandy Horton and Kathryn Flowers as our newest Board Members; they are already active and working to help fulfill our mission: “Developing future leaders of Texas through access to higher education.” Thanks to all, including our amazing staff (the best of the best), for making 2021 a remarkably successful and productive year, despite difficult circumstances. Good luck and best wishes to all.

Rhett G. Campbell

Chief Executive Officer and Chairman of the Board of Directors

This Annual Report was created by Ciara Designs.

Ciara Shay (TXST 2012) is the owner of Ciara Designs.

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OUR FOUNDERS Howard and Nancy Terry

In 1987, Howard and Nancy Terry founded what is now the largest private source for scholarships in Texas. The Terrys believed that the students to whom they extended a helping hand would, in turn, give back – to the Foundation, to their college campuses, to their communities and beyond. Today, the success and impact of thousands of Terry Scholars stand as testimonies to the wisdom of that belief.

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Our Mission

To develop future leaders of Texas through access to education.

Our Vision

To create a community of educated leaders who utilize their talents to strengthen the state of Texas and impact the world.

Pillars of Excellence SCHOLARSHIP LEADERSHIP SERVICE COMMUNITY The strength of the Terry Family lies in the diverse perspectives, gifts and goals of Terry Scholars. Although the Terry Pillars of Excellence are common standards held by all Terry Scholars, each individual embodies and demonstrates them in a number of different ways.

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OUR ORGANIZATION Board of Directors board of directors RHETT CAMPBELL

Chief Executive Officer and Board Chairman

ED COTHAM

Chief Investment Officer

YVONNE MOODY

Foundation President and Executive Director, TAMU 1987

CARTER OVERTON Board Member

DR. JEFF STICHLER

Board Member, TAMU 1990

BRIAN YARBROUGH

Board Member, UT-Austin 1988

Above:

DR. ELIZABETH KEELER

Terry Foundation Board of Directors

Board Member, TAMU 1992

KIM PEKAR

Board Member, TAMU 1998

BONNIE SOUTHERLAND Board Member, TXST 2004

SCOTT GRASS

Board Member, UH 2006

BRIAN CARROLL

Board Member, UT-Austin 1994

Introducing new board members in 2022!

BRANDY HORTON

Board Member, TAMU 2001

KATHRYN FLOWERS

Board Member, UT-Austin 2007

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OUR ORGANIZATION Alumni Advisory Board advisory board members SARA BHAMANI UT-Austin 2011 Sysco, Senior National Account Manager

CHARLES LUU UT-Austin 1996 Big Frog Custom T-Shirts and More, Managing Director

DENISE RICHTER TXST 2006 Methodist Hospital, Speech Language Pathologist

DEREK CASTILLO UT-Austin 1988 IBM, Strategic Communications Leader, IBM Design

GRACIE MARTINEZ UH 2014 Stafford Municipal School District, Communications and Marketing Coordinator

KYLE RUSSO UTD 2012 Medical Solutions, Traveling Registered Nurse

CHRISSY CITZLER-CARR UT-Austin 1993 Apollo Endosurgery Inc., Controller PRANAV DESAI UT-Austin 2008 Applied Research Laboratories, The University of Texas at Austin, Engineering Scientist Associate

MATT MCCUTCHEN TTU 2012 Phillips 66, Project Manager SALMA MENDEZ UTSA 2012 Travel Guru Destinations, Owner

LAURA FRIELLO UTSA 2006 Garver, LLC., Project Manager

DR. APRIL MICHAUD-WILLIS UT-Austin 2005 April Willis Consulting, LLC, Principal Consultant

HAYLEY GRAHAM UTD 2011 Lewisville ISD, Speech Language Pathologist

GLENDA MOLINA TXST 2005 Silicon Hills Wealth Management, LLC, Director of Financial Planning

D’ANN HOLUBEC TTU 2013 Texas Tech University Health Sciences Center, Associate Registrar and DSO

LESLIE NELSON UT-Austin 2001 Pure Storage, Senior Business and Operations Manager, Global Strategic Pursuit Practice

LOGAN JUNG UTSA 2013 Zillow Group, Senior Sales Operations Analyst JENNIFER KRATKY UT-Austin 2000 Professional Volunteer KIM MAI LE UH 2010 Chemours, Project Manager DR. CHRISTOPHER LOO TAMU 1996 “Christopher H. Loo, MD-PhD | Financial Freedom for Physicians,” Founder and CEO

COREY NIEMAN UT-Austin 2007 Mansfield ISD, C&I Onboarding Instructional Coach MEYLING ORTIZ TAMU 1999 Toyota Motor North America, Inc., Managing Counsel of Labor and Employment

CIARA SHAY TXST 2012 Alvin ISD, Art Teacher and Ciara Designs, Owner BLANE SKILES UNT 2012 SMU Deason Criminal Justice Reform Center, Communications Director DR. ADAM WILLIAMS TAMU 2000 Sandia National Laboratories, Principal R&D Systems Engineer KWEN WILLIAMS UTD 2013 URGE: Unite for Reproductive & Gender Equity, Senior Communications Director HOLLY WISSMANN UT-Austin 1999 Breakthrough Central Texas, Director of Philanthropy SARA WOLFE TTU 2012 Kasowitz Benson Torres, Associate Attorney

KRYSTAFER REDDEN UH 2008 Rhode Island Department of Education (RIDE), Chief of Staff for System Transformation

“When I started my term as an Alumni Advisory Board member, the intent has always been to give back to the Terry Foundation, but I didn’t realize the magnitude this experience has served for the Terry Community and myself. In the past three years, bringing my own unique perspectives, I’ve been privileged to share my experiences, gain access to learn and understand the decisions the Foundation makes, and act as a conduit between the Scholars, Alumni and the Foundation. Together, we have chartered, developed, and grown many committees to enhance the Terry Community. “ Kim Mai Le, UH 2010 Advisory Board Member and SEL Response Committee Member

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OUR ORGANIZATION Self-Evaluation Letter (SEL) Committee A Self-Evaluation Letter (SEL) is written by a Terry Scholar to the Foundation. The letter typically includes academic and non-academic goals set for the coming year and outlines how a Scholar intends to meet their goals. In addition, Scholars can review the goals they have set in their previous year’s letter and candidly evaluate how well they achieved those goals.

2021 sel response committee members

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LUIS BANUELOS TAMU 2013

LESLEY GLEASON TAMU 2005

DR. APRIL MICHAUD-WILLIS UT-Austin 2005

KAITLYN BLOCK UTD 2013

HAYLEY GRAHAM UTD 2011

GLENDA MOLINA TXST 2005

BRIAN CARROLL UT-Austin 1994

NICOLE GRIFFITH UTSA 2006

RACHEL MURDY TTU 2012

CHRISSY CITZLER-CARR UT-Austin 1992

MELISSA HERNANDEZ UH 2008

LESLIE NELSON UT-Austin 2001

LANDON COWAN UNT 2013

BRANDY HORTON TAMU 2001

COREY NIEMAN UT-Austin 2007

LEIGH DARILEK UT-Austin 1996

LOGAN JUNG UTSA 2013

MEYLING ORTIZ TAMU 1999

DR. AMANDA DONOHOE UT-Austin 1987

KYLE KNIGHT UH 2013

KRYSTAFER REDDEN UH 2008

KATHY DUGGAN TAMU 1987

KIM MAI LE UH 2010

ASHLEY EVANS UT-Austin 2007

DR. CHRISTOPHER LOO TAMU 1996

KATHRYN FLOWERS UT-Austin 2007

CHARLES LUU UT-Austin 1996

MARIA GARNETT TAMU 2006

SAMANTHA MCMILLAN UTD 2008

HANNAH GERKEN TAMU 2014

SALMA MENDEZ UTSA 2012

“Reading and responding to self-evaluation letters is something I look forward to every year. I see it as a simple way to give back that makes a big impact. I really enjoy connecting with the current students and sharing the things I wish somebody had told me when I was in college. Reading about all the things that Terry Scholars are accomplishing makes me even more proud to be a part of this organization. I also think receiving responses from Alumni helps the students think about how they might give back after they graduate.”

Blane Skiles, UNT 2013 Advisory Board Member and SEL Response Committee Member

sel committee members responded to

420

64% 652

of letters were read by SEL Committee Members

total Scholar letters submitted in Summer 2021

Self-Evaluation Letters

Above: TAMU Banquet Breakout Session

7

OUR ORGANIZATION Interview Panelists The Terry Foundation hosted the 2021 Terry Scholarship Interviews virtually to ensure the safety of candidates, panelists, and staff. 78 panelists (all Terry Alumni and/or Board Members) interviewed a total of 354 high school seniors.

The Foundation extended 168 Terry Scholarship offers for the 2021 class.

interview panelists

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LUIS BANUELOS TAMU 2013

KALEB FULGHAM UH 2006

JENNIFER KRATKY UT-Austin 2000

DR. GARTH BEINART UT-Austin 1993

NOEL FULLER TXST 2008

MILLY LACKEY TAMU 2005

DR. JUSTIN BENAVIDEZ TAMU 2009

MARIA GARNETT TAMU 2006

KIM MAI LE UH 2010

SARA BHAMANI UT-Austin 2011

SCOTT GRASS Board Member, UH 2006

KATIE LUEVANO TXST 2004

NELLSON BURNS TAMU 1993

DANIELLE HAMMETT UT-Austin 2005

VALORIE MARKS UT-Austin 2015

PAMELA BYNUM UT-Austin 1995

SARAH HENZE UT-Austin 1997

DR. RYAN MARTIN TAMU 2003

RHETT CAMPBELL Board Member

MELISSA HERNANDEZ UH 2008

KELLY MCCUNE VICK TTU 2013

SOPHIA CHANG UTD 2006

REAGAN GIESEKING TAMU 2007

SAMANTHA MCMILLAN UTD 2008

KENZIE COCKE TTU 2012

THERESA HUNTER-JONES UNT 2010

KRISTEN MCWATTERS TAMU 2004

KRISTEN CUMMINGS TAMU 2004

THERESA HUTH TAMU 1999

ADILENE ESTRADA UH 2009

LEIGH DARILEK UT-Austin 1996

MARVIN ITZEP UH 2005

YVONNE MOODY Board Member, TAMU 1987

CHRISTIAN DE LA CRUZ TXST 2006

COURTNEY JAEKEL UTA 2015

CHELSEA MOORE TXST 2012

SEAN DEMPSEY TAMU 2015

CURTIS JEFFRIES UNT 2015

BRIAN MUELLER TAMU 2004

DR. AMANDA DONOHOE UT-Austin 1987

JUSTIN JOHNSON UT-Austin 2009

RACHEL MURDY TTU 2007

ASHLEY EVANS UT-Austin 2007

ALEXIS JOHNSON UT-Austin 1994

COREY NIEMAN UT-Austin 2007

JOE FRACCARO UT-Austin 2008

DR. ELIZABETH KEELER Board Member, TAMU 1992

LISA NYQUIST TAMU 2006

LAURA FRIELLO UTSA 2006

JUSTIN KELLOUGH UT-Austin 2005

MEYLING ORTIZ TAMU 1999

Left: UTEP Interview Panel

CARTER OVERTON Board Member

GARRETT SLOAN TXST 2009

RYAN PADILLA UNT 2015

BONNIE SOUTHERLAND Board Member, TXST 2004

KIM PEKAR Board Member, TAMU 1998

DR. JEFF STICHLER Board Member, TAMU 1990

ERICA PEREZ UTSA 2014

CHRIS TURNER UNT 2010

TAMMIRA PHILIPPE TAMU 1991

MYSHA LUBKE UT-Austin 2003

HARRISON PIERCE UTSA 2008

CORY WHITAKER TAMU 1997

ANDREA PINON TXST 2014

DR. ADAM WILLIAMS TAMU 2000

CHRISTOPHER POOL UT-Austin 2007

BRUCE WILSON TTU 2015

KRYSTAFER REDDEN UH 2008

SARA WOLFE TTU 2012

Above: TXST Interview Panel

DENISE RICHTER TXST 2006 DEREK RODRIGUEZ TAMU 2006 KYLE RUSSO UTD 2012 SHELBY SCEGO TAMUG 2015

Above: UNT Interview Panel

HANNAH SHOEMAKER UT-Austin 2007 DR. ZUHAIR SIDDIQUI UH 2006 BLANE SKILES UNT 2012

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OUR ORGANIZATION The Terry Scholar Alumni Association (TSAA) The TSAA exists to support the mission, vision and operations of the Terry Foundation.

2021 chapter officers AUSTIN

DFW

SAN ANTONIO

NICOLE BARRIOS TXST 2011

OLIVIA ARRATIA-GURA TWU 2017

LEIGH DARILEK UT-Austin 1996

CARSON BUFFETT UT-Austin 2016

EUGENE HAN UT-Austin 2016

DAVID DOMINGUEZ UTSA 2018

ABBY CAMPESTRE UT-Austin 2011

COURTNEY JAEKEL UTA 2015

LANCE KOENIG UTSA 2015

DEREK CASTILLO UT-Austin 1988

EMILY LUTH UTD 2013

WES MIGURA TAMU 1988

ALICIA DIETRICH UT-Austin 2000

MALLORY MINER-SELBY UNT 2010

DENISE RICHTER TXST 2006

KATHRYN FLOWERS UT-Austin 2007

NICO NGUYEN UT-Austin 2008

HANNAH SHOEMAKER UT-Austin 2007

JAVIER GRANADOS II UT-Austin 2016

HARRISON PIERCE UTSA 2008

PRISCILLA TRETO TXST 2009

COROLYN HOLUB UT-Austin 2010

EVELYN ROSAS TWU 2014

CARLENE VILLARREAL UTSA 2018

EUGENE HOLUB TAMU 2008

BEKAH SCHNEIDER UTD 2009

CHELSEA MOORE TXST 2012 JESSICA RAMOS TXST 2016 CRISTINA RODRIGUEZ TXST 2017

Below: San Antonio Chapter social (left) and DFW Chapter social (right)

HOUSTON

SOUTHWEST EDGAR FELIX UTEP 2018

JOCELYN AVITIA UT-Austin 2011

ADRIANA MARES UTEP 2017

SARA BHAMANI UT-Austin 2011

ELIZABETH MARTINEZ UTEP 2015

JOE CASIANO UT-Austin 1999

ALESSANDRA MERINO UTEP 2017

KYLE KNIGHT UH 2013

DANIELLE NARIMISSAEI UTEP 2018

STEPHANIE MARTINEZ UT-Austin 2010

ALEJANDRA NEVAREZ UTEP 2017 ANA RICO UTEP 2017 WEST TEXAS SARA ABBOTT TTU 2014 D’ANN HOLUBEC TTU 2013 MADISON MARTIN TTU 2016 BRUCE WILSON TTU 2015

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OUR ORGANIZATION TerryConnect.com “I want to express my gratitude for the expansive networking opportunities that undergraduate Terrys have with Terry Alumni. As a senior, it can be very overwhelming to see the finish line while still in school.

Although the feeling is common amongst seniors, I knew that I could rely on my Terry family for guidance.

This proved to be true when I reached out to fellow Terry alum, George, for interview prep and career advice.

After countless messages, calls, and pep-talks, I felt prepared with George’s wise words and interviewed for a position at my dream corporation. I am so thankful to announce with great joy and pride that I have accepted a full time offer with AT&T as a Financial Analyst after graduating in May 2022 from Texas Woman’s University!”

Jennifer Romero, TWU 2018 (success story shared on Terry Connect)

2021 terry connect activity

20% Students

3,097

80%

registered users

Alumni

42

1,543

JOBS POSTED TO JOBS & OPPORTUNITIES BOARD

NETWORKING CONNECTIONS MADE (FORMAL MENTORSHIP REQUESTS AND/OR PROFILE CONNECTIONS)

77% of profiles indicate they are willing to help in one or more of the following ways:

WILLING TO SPEAK AT TERRY STUDENT GROUP OR ALUMNI MEETINGS

WILLING TO INTRODUCE OTHERS TO PERSONAL CONNECTIONS

WILLING TO REVIEW RESUMES

WILLING TO SHARE INFORMATION ABOUT THE TERRY SCHOLARSHIP AT HIGH SCHOOLS

OFFER PROFESSIONAL FIELD ADVICE

WILLING TO OFFER GRADUATE SCHOOL ADVICE

WILLING TO ANSWER INDUSTRY SPECIFIC QUESTIONS

WILLING TO PROVIDE INTERNSHIP AND/OR SHADOWING OPPORTUNITIES

WILLING TO MEET FOR A CHAT (IN-PERSON OR VIRTUAL)

11

OUR ORGANIZATION Virtual Hosts and Panelists 2021 virtual lunch chat hosts MICHELLE ALVAREZ TAMU 2014 DR. JUSTIN BENAVIDEZ TAMU 2009 JAMES COLLINS UT-Austin 2015 SARAH HAKIMUDDIN UTSA 2015 JUSTIN JOHNSON UT-Austin 2009 CLAUDE KILGORE TAMU 2005 Above:

CASSANDRA OTTMER UT-Austin 2008

Lunch Chat with Cassandra Ottmer

TIFFANY SWEET UTD 2013

Right: Lunch Chat with Sarah Hakimuddin

medical school panel DR. ANGELA ABOUASSI UH 2007

LUCAS RIVAS UTSA 2017

TAYLOR ORCUTT TAMU 2014

DR. YUSRA SIDDIQUI UH 2005

DR. SAMNA RASHEED UNT 2013

DR. ZUHAIR SIDDIQUI UH 2006

autism awareness panel LANDON COWAN UNT 2013

HULON SHERARD UTD 2016

MILLY LACKEY TAMU 2005

KENNEDY STIDHAM UT-Austin 2016

TIFFANY PAGE CARTER UTD 2018

terry in 30 chats NATALIE COLEMAN TAMU 2016 LANDON COWAN UNT 2013

terry talk hosts EDUARDO BELALCAZAR UT-Austin 2012 RAEGAN LARUSSA UNT 2017

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OUR ORGANIZATION Virtual Gatherings 2021 banquet and virtual gathering featured speakers BRIAN CARROLL Board Member, UT-Austin 1994 CASSANDRA OTTMER UT-Austin 2008 HARRISON PIERCE UTSA 2008 LUCILLE REDDIC UTD 2013 DR. JUSTIN BENAVIDEZ TAMU 2009 OSVALDO VASQUEZ TTU 2016 Above:

KEITH SHERWOOD UNT 2011

October 2021 Virtual Gathering Breakout Session

MEYLING ORTIZ TAMU 1999 JOY SILER TWU 2015 SANDRA GIRGIS UTD 2016 ASHLEY WELCH UNT 2012 LAURA ZHANG UT-Austin 2014 DR. JENIFER PRICE UT-Austin 1992

Above: October 2021 Virtual Gathering Breakout Session

Left: UTEP Banquet Breakout Session

171

106

ALUMNI ATTENDED 2021 VIRTUAL BANQUETS

ALUMNI ATTENDED 2021 VIRTUAL ALUMNI GATHERINGS

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OUR DONORS The Legacy of Giving $98,894

total donations

SINGLE GIFTS

JACOB ALLEN TAMUG 2017 WILLIAM COOPER SETH COOPER TAMU 2014 NORA ODISHO DOMIT UT-Austin 2004 BRIAN FITZPATRICK ALEXIS JOHNSON UT-Austin 1994 KEISHA JONES KIM MAI LE UH 2010 ERIK MANTOR UT-Austin 2006 MELINDA MARTIN UTSA 2010 WILLIAM MCCRANOR TAMU 2003 CHRISTINA MOORE TAMU 2004 DUSTIN MOORE TAMU 2016 LOGAN MURDY TTU 2015 ASHLEY NALLE TAMU 2003 DAPHNE NEWAZ UT-Austin 1999 TINA NGUYEN MIDDLETON UTD 2016 RICHARD NORD KYLEE OLSON UT-Austin 2008 DENISE RICHTER TXST 2006 SHARON SPACEK GEORGE MICHAEL SWIFT TAMU 2015

TOMMY THOMPSON UT-Austin 1999 TARYN TIPTON TAMU 2008 JAMES VAUGHN TAMU 2008 LUKE WEEDON TAMU 1993 GEORGE WINN UT-Austin 1998 BRIAN YARBROUGH UT-Austin 1988 ANONYMOUS DONORS (3) BT WESTERN CORP. CBRE CARES STEWART TITLE FOUNDATION

229

total gifts

76

donors

RECURRING GIFTS

KASSANDRA AGUNDIZ UTA 2018 LANCE BALLARD TAMU 2006 SARAH BROWNING KEY UT-Austin 2007 ROBERT & WENDY BUCKLEY parents of Jordan Buckley (UT-Austin 2010) BRIAN CARROLL UT-Austin 1994 RUBEN CASTILLA UT-Austin 2015 BRITTANY DEWITT LOPEZ UT-Austin 2005 MICHAEL DRAB UH 2009 D’ANN MELNICK UT-Austin 1997 KATHRYN FLOWERS UT-Austin 2007 TANIA FOSTER CURRY UTD 2007 DEREK FULLER UT-Austin 1999 SCOTT & MEAGHAN GRASS UH 2006 JOHNATHAN GUERRERO UNT 2016 RYAN HARPER UT-Austin 1999 CHARLIE & WENDY JENKINS parents of Mallorie Jenkins (TAMU 2018) JANET JONES-DUFFEY UT-Austin 2007 CHRISTOPHER KOPECH UT-Austin 2001 RYAN MARTIN TAMU 2003

JACKIE MOHRFELD HALTERMAN TAMU 1996 YVONNE MOODY TAMU 1987 TREY PATTERSON TAMU 2006 JACOB SETTERBO UT-Austin 2001 KATIE SHAHIN TTU 2015 ABIGAIL SHELTON TAMU 2016 TY & TERRI SPARKS parents of Chet Sparks (TAMU 2011) JACOB SPRINGER UH 2008 SHANNON TERRY UH 2013 RYAN TURLEY TAMU 1999 CHRIS TURNER UNT 2010 STEPHEN MATT WAY TAMU 2007 JUSTIN WESTBROOK TAMU 2003 MATTHEW WILSON TAMU 1992 KATIE WISCHKAEMPER TAMU 2004 CHELSEA MOORE TXST 2012 JENNIFER YELDEZIAN UT-Austin 2005 BNSF RAILWAY COMPANY MAIN STREET CAPITAL CORP. UNITED WAY OF TARRANT COUNTY

honor roll of giving FOUNDERS’ CIRCLE ($10K AND ABOVE) RYAN HARPER UT-Austin 1999

TOMMY THOMPSON UT-Austin 1999

LEADERSHIP CIRCLE ($5K - $9,999K) single gift or recurring gift annual total ANONYMOUS DONOR ROBERT & WENDY BUCKLEY parents of Jordan Buckley (UT-Austin 2010) ALEXIS JOHNSON UT-Austin 1994

YVONNE MOODY TAMU 1987 BRIAN YARBROUGH UT-Austin 1988

DISTINGUISHED DONORS Those who have made a donation at least 5 years in a row STEPHEN WAY BRIAN CARROLL TAMU 2007 UT-Austin 1994 JACLYNN MOHRFELD HALTERMAN JUSTIN WESTBROOK TAMU 2003 TAMU 1996 MATTHEW WILSON JACOB SETTERBO TAMU 1992 UT-Austin 2001

14

IMPACT CIRCLE ($1K - $4,999K) single gift or recurring gift annual total

single gift or recurring gift annual total

BRIAN CARROLL UT-Austin 1994 NORA ODISHO DOMIT UT-Austin 2004 BRIAN FITZPATRICK KATHRYN FLOWERS UT-Austin 2007 DEREK FULLER UT-Austin 1999 SCOTT & MEAGHAN GRASS UH 2006 & UH 2007 KIM MAI LE UH 2010 ERIK MANTOR UT-Austin 2006 RYAN MARTIN TAMU 2003 JACKIE MOHRFELD HALTERMAN TAMU 1996 RICHARD NORD

JACOB SETTERBO UT-Austin 2001 LUKE WEEDON TAMU 1993 JUSTIN WESTBROOK TAMU 2003 JENNIFER YELDEZIAN UT-Austin 2005 MAIN STREET CAPITAL CORP.

“The Terry Scholarship has given me freedom. The education it afforded me opened my eyes to the limitless opportunities for my life, and I now know I can achieve whatever I set out to. It is truly liberating and I am honored beyond measure to have been given such a gift."

Lauralee Curtis, UT-Austin 2018

“ The Terry Scholarship has meant the world to me. The Foundation took a chance on me, and I am forever indebted for the opportunities I was given.

Throughout these undergrad years, I have faced many challenges but with the support of my Terry family, I was able to persevere and find my true self. I will never forget the day I found out I was a Terry Scholar, and I will always identify as a Terry Scholar with pride.”

Amela Dizdarevic, TTU 2017

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OUR FUNDING Addressing the Need The Terry Foundation Scholarship is a “last dollar” award that covers the expense of attending each Terry-aff iliated university up to the established Cost of Attendance (COA) set between our program and each school.

This Cost of Attendance (COA) calculation is reviewed and conf irmed with each campus on an annual basis. The cost of attendance at Terry-aff iliated universities has increased 2-4% per year over the last 5 years.

our coverage

$51.5K Terry Foundation Aid Pell grants, scholarships, and other financial aid $28.6K

2021 Average COA

2021 Average Terry Freshmen Family Gross Income

2021 Average COA

$9.5K

$6.5K

$19.1K

$22.1K

2021 Average Cost 2021 Average of Attendance (COA) Incoming Terry Freshman Funding Stipend

2021 Average Scholar Funding Stipend (Both Programs, All Cohorts)

$22.7K

$15.4K

$28.6K

$28.6K

$22.7K

$15.4K

AVERAGE TRADITIONAL SCHOLAR STIPEND (ALL COHORTS)

AVERAGE TRANSFER SCHOLAR STIPEND (ALL COHORTS)

avg. COA across our 13 schools

16

avg. COA across our 13 schools

Above: UH Animal Service Project

Left: San Antonio Chapter Zoo Boo Volunteering

After I received this scholarship three years ago, I can honestly say that my perspective towards myself positively changed. During the ups and downs of college, I have reminded myself that I am a Terry Scholar and I became one for a certain reason. The Terry Foundation saw something in me that I had yet to discover about myself. Throughout my whole journey here at UTEP, I have been able appreciate what this scholarship has gifted me. This scholarship has gifted me lifelong friends, a 4-year degree that resulted in being debt free, and most of all, the recognition and affiliation of a grand foundation. I will forever be grateful of this scholarship and of the countless memories and opportunities I have created because of it.

Katarina Cordero, UTEP 2018

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we have celebrated

34 Years of supporting successful college students (1987 - 2021)

total awards and funding since establishment

6,012 Awards Since Inception

92%

$338.8M Funding Awarded Since Inception

Overall Program Retention Rate

$555.4M Endowment Size on December 31, 2021

18

Receiving the Terry Gold Pen means so much to me. It not only signifies that I successfully completed my time in college, but also that I am part of an amazing organization that will continue to support me going forward. Being finished with college is bittersweet, I have really enjoyed my time at the University of Houston. Through the Terry Organization I met so many great people who I hope to stay connected with going forward. Every time I look at my Terry Gold Pen it reminds me of how thankfuI I am to have the Terry Foundation and of the great times I had with my fellow Terrys in college. My Terry Gold Pen also signifies something else. It signifies that I am capable of so much and that the Foundation has put its faith in me to do good in this world and make it a better place. My pen reminds me that there are people who believe in me. I can’t wait to use my pen to accomplish great things.

Sydney Young, UH 2017

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FINANCIALS Our Commitment to Scholars $16.45M Traditional Awards

$831.5K Transfer Awards

$17.9M

$471.6K

2021 Summer School

Current Academic Year Funding Commitment

$125K

Fall 2021- Spring 2022 Abroad

$30K

2021 Summer Abroad

Right: Angelica Avila, UTD 2018

PRO G R AM Scholarship Expenses

$17.87M

Program Expenses

$1.25M

AD M IN IST R ATI ON

20

91 %

9%

Operations Support

$1.88M

TOTA L 202 1 SPE N D

$21.0 M

The Terry Scholarship has meant

family, nieces, and others, so they

closely with are developers with

to me achieving a lifelong dream.

do not experience the same f irst-

nontraditional backgrounds.

My parents came to the United

generation struggles I underwent.

States in 1996 to give their children

This scholarship has completely

The Terry Foundation has taught

a better quality of life and access

changed my family’s trajectory.

me that being a leader means

to opportunities they could only

advocating and serving others for

dream of back in Mexico. With both

On top of that, I am also grateful

the greater good. I am determined

of my parents only attending the

for the Terry Foundation helping

to continue advocating for

5th grade, they dreamed of the day

me f ind and embrace my purpose

educational equity, so students are

that their children could walk the

in life. Serving as the 2019-2020

empowered to learn and dream

stage as college graduates. When

Academic Coordinator for the UT

big, no matter their income, race,

I graduated high school without

Dallas Terry Scholars truly ignited

gender, background, or ability

enough scholarships and funds to

my passion for helping break

differences. I have struggled with

attend college, I was devastated

down barriers to access learning

imposter syndrome all my life and

and did not think I was worthy of

resources and opportunities. I

always wondered if I was worthy.

a chance at education. The Terry

served as the Corporate Citizenship

The Terry Foundation believed

Foundation took a chance on me

Intern at IBM, where I built learning

in me three years ago, and now I

and made my parents’ and my

resources for students who, just

can help other students believe

dream a reality. Now here I am, a

like me, are f rom low-income

in themselves, and for that, I am

graduate of a four-year university

backgrounds and are minorities.

eternally grateful!

with my bachelor’s degree, three

Now, I work with JP Morgan

internships, and a fellowship all

Chase & Co as the Code for Good

Thank you to the Terry Foundation

under my belt. WOW! Never in a

Program Manager. Through my

staff, UT Dallas directors Sheila and

million years did I think I would

role, I host hackathons where

Cassie, Terry interview panelists,

be where I am today, and I have

students/developers use their skills

and to the Terry’s near and far for

the Terry Foundation family to

to give back and build solutions

giving me a lifelong family and for

thank for the opportunities it has

for nonprof its in need. What I

making my dreams a reality.

granted me. I am determined

particularly love about my role is

to pass my knowledge onto my

that the population I get to work

- Angelica Avila, UTD 2018

21

ENROLLMENT & DEMOGRAPHICS Stars Across Texas total demographics

779

725 TRADITIONAL SCHOLARS 93%

current scholar enrollment

7% 54 TRANSFER SCHOLARS

68%

10.7% Asian

35.6%

Female

8.9%

Hispanic

32%

Black

38%

Male

6%

White

Other

.8%

Decline to State

current enrollment: fall 2021 Traditional Scholars Transfer Scholars

Traditional Scholars Transfer Scholars Total Scholars

22

UT

TAMU

UH

TXST

UTSA

UTD

UNT

TTU

TWU TAMUG SHSU

UTA

UTEP

149

118

45

43

43

48

48

46

45

30

29

38

43

6

5

7

2

4

4

4

3

7

n/a

n/a

5

4

155

123

52

45

47

52

52

49

52

30

29

43

47

incoming 2021 scholars

167

scholars

in the Incoming 2021 Class The Foundation only awarded Traditional Scholarships in 2021.

23 Valedictorians (14% of cohort)

current terry scholar hometowns: fall 2021

High Plains

2%

LUBBOCK DALLAS

Northwest

Metroplex

2%

Upper East

5%

28%

EL PASO

West Texas

Central Texas

1%

Southeast

11%

2%

AUSTIN HOUSTON

Gulf Coast

Upper Rio Grande

9%

South Texas

23%

12%

Rio Grande Valley

5%

23

ACADEMICS

majors of currently enrolled scholars

22%

SCIENCES

16%

HEALTH/MEDICINE

3.66

overall average gpa for

all Traditional and Transfer Scholars

15%

ENGINEERING BUSINESS

13%

LIBERAL ARTS

13% 10%

OTHER

5%

EDUCATION

4%

AGRICULTURE FINE ARTS

24

2%

M a

Texas om Fr

s Com r a t S e ny

25

I can’t find the words to truly describe what The Terry Foundation means to me, but what I do know is that it gave me the opportunity to study a major that I would not have been able to study at any other school I had in mind and I got to meet some of the smartest and greatest people through this Foundation. My parents migrated from Mexico and gave my siblings and me everything we could have asked for to be successful in our future. I remember getting the email in the middle of class and calling my mom and dad to tell them they don’t have to worry about helping me pay for college. Saying ‘yes’ to giving back was the best choice I ever made because Terry gave me an education, my future, and some amazing friendships and memories that I’ll always cherish and remember.

Brianna Garibay, TAMUG 2018 featured on the front cover

3336 Richmond Ave. Suite 450 Houston, TX 77098 terryfoundation.org

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