The Katherine U & Ronald W Takvorian
The Katherine U & Ronald W Takvorian is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 20 grants totaling $90K. Net investment income was $203K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+2.7% YoY
Annual Giving
$90K
-55.1% YoY
Grant Count
20
+25.0% YoY
Avg Grant Size
$4K
-64.1% YoY
Under IRS private-foundation payout rules, The Katherine U & Ronald W Takvorian reported a distributable amount of $116K for 2024 — the minimum it must pay out in qualifying distributions.
About The Katherine U & Ronald W Takvorian
Based on IRS filings
The Katherine U & Ronald W Takvorian is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 20 grants totaling $90K. Net investment income was $203K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,826,737 | $1,778,097 | $1,717,863 |
| Revenue | $183,114 | $268,628 | $234,696 |
| Expenses | $125,017 | $220,884 | $50,637 |
| Qualifying Distributions | $91,122 | $199,579 | $33,644 |
| Net Investment Income | $203,092 | $233,726 | $240,259 |
| Distributable Amount | $116,096 | $96,023 | $88,141 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Concord Independent Foundation Inc (the Concord Bridge) ($25,000), Duke University ($13,000), Robert E Lee Memorial Association (dba Stratford Hall) ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY NEW YORK, NY | PROGRAM SUPPORT | $164 |
| CARNEGIE HALL NEW YORK, NY | PROGRAM SUPPORT | $900 |
| CONCORD CARLISLE COMMUNITY CHEST CONCORD, MA | PROGRAM SUPPORT | $2,591 |
| CONCORD INDEPENDENT FOUNDATION INC (THE CONCORD BRIDGE) CONCORD, MA | PROGRAM SUPPORT | $25,000 |
| DUKE UNIVERSITY DURHAM, NC | PROGRAM SUPPORT | $13,000 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS DORCHESTER, MA | PROGRAM SUPPORT | $2,500 |
| LACROSSE THE NATIONS WASHINGTON, DC | PROGRAM SUPPORT | $104 |
| NEW ENGLAND CONSERVATORY OF MUSIC BOSTON, MA | PROGRAM SUPPORT | $5,000 |
| NEW YORK CITY CENTER NEW YORK, NY | PROGRAM SUPPORT | $1,500 |
| NEW YORK PUBLIC RADIO NEW YORK, NY | PROGRAM SUPPORT | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KATHERINE U TAKVORIAN | DIRECTOR | 5 | — |
| RONALD W TAKVORIAN | DIRECTOR | 5 | — |
| SAMUEL E UPCHRUCH | DIRECTOR | 5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Katherine U & Ronald W Takvorian?
The Katherine U & Ronald W Takvorian is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $1.8M in total assets as of 2024.
How large is The Katherine U & Ronald W Takvorian?
As of 2024, The Katherine U & Ronald W Takvorian holds $1.8M in total assets with $183K in annual revenue. It awarded 20 grants totaling $90K in 2024.
Where does The Katherine U & Ronald W Takvorian operate?
The Katherine U & Ronald W Takvorian has awarded grants in Alabama, California, District of Columbia, Illinois, Massachusetts, North Carolina, New York, Ohio, Virginia.
What size grants does The Katherine U & Ronald W Takvorian award?
In 2024, The Katherine U & Ronald W Takvorian awarded 20 grants totaling $90K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is The Katherine U & Ronald W Takvorian required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Katherine U & Ronald W Takvorian reported a distributable amount of $116K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Katherine U & Ronald W Takvorian's EIN?
The Katherine U & Ronald W Takvorian's EIN (Employer Identification Number) is 63-1083895. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.