The Katherine U & Ronald W Takvorian
The Katherine U & Ronald W Takvorian is a private foundation based in Boston, Massachusetts. Its 2024 filing reports 20 grants totaling $89,669, all designated for program support.
Key facts about The Katherine U & Ronald W Takvorian
In short: The Katherine U & Ronald W Takvorian gave $90K across 20 grants in 2024 (avg $4K), mostly in Massachusetts. 35% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 63-1083895
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $89,669
- Grants made (2024)
- 20
- Average grant
- $4,483
- Median grant
- $2,000
- New grantees (estimate)
- 35% first-time grantees (7 of 20, 2024; small sample)
- Total assets
- $1,826,737
- Primary geography
- Massachusetts (54% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
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.
Is The Katherine U & Ronald W Takvorian open to new grantees?
35%
first-time grantees, 2024
In 2024, 7 of 20 grantees (35%) were first-time recipients. With only 20 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $1K; repeat grants $6K. How we count
Medians: $500 first-time, $3K repeat.
- 45% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+19%). Method
- In 2024 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied activities. For example, the Smithsonian Institution describes its mission as increasing and diffusing knowledge; New England Conservatory of Music says it educates and trains musicians; and WGBH Educational Foundation says it provides programs and services that educate, inspire, and entertain. The Family Nurturing Center of Massachusetts describes its work as building nurturing communities where children are cherished, families are supported, and healthy development is promoted.
Grantmaking
In 2024, the foundation made 20 grants totaling $89,669. Grant amounts ranged from $104 to $25,000, with a median of $2,000. The largest grants included $25,000 to The Concord Bridge, $13,000 to Duke University, $10,000 each to Stratford Hall and the Smithsonian Institution, and $10,000 to WBUR Public Radio. Other grants included $5,000 to New England Conservatory of Music, $3,000 to WGBH Educational Foundation, $2,591 to Concord-Carlisle Community Chest, and $2,500 each to Family Nurturing Center of Massachusetts and New York Public Radio.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Katherine U & Ronald W Takvorian?
Geographic Focus
Where this funder awards grants
In 2024, 54% of grant dollars went to recipients in Massachusetts, 14% to North Carolina, 11% each to the District of Columbia and Virginia, and 7% to New York.
Grant Distribution by State
Share of 2024 grant dollars across all 20 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $34K (2022) to $200K (2023). In 2024 it made 20 grants totaling $90K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Concord Independent Foundation Inc (The Concord Bridge) ($25K). Together the top 10 received $84K.
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 76 grants of 77 (99%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Concord Independent Foundation Inc (The Concord Bridge) Concord, MA | Program Support | $25,000 |
| Duke University Durham, NC | Program Support | $13,000 |
| Robert E Lee Memorial Association (DBA Stratford Hall) Stratford, VA | Program Support | $10,000 |
| Smithsonian Institution Washington, DC | Program Support | $10,000 |
| Trustees of Boston University (Wbur Public Radio) Boston, MA | Program Support | $10,000 |
| New England Conservatory of Music Boston, MA | Program Support | $5,000 |
| WGBH Educational Foundation Boston, MA | Program Support | $3,000 |
| Concord Carlisle Community Chest Concord, MA | Program Support | $2,591 |
| Family Nurturing Center of Massachusetts Dorchester, MA | Program Support | $2,500 |
| New York Public Radio New York, NY | Program Support | $2,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | $1,826,737 | $183,114 | $125,017 | $89,669 |
| 2023 | $1,778,097 | $268,628 | $220,884 | $199,579 |
| 2022 | $1,717,863 | $234,696 | $50,637 | $33,644 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Katherine U Takvorian, Ronald W Takvorian, and Samuel E Upchurch as directors.
The Katherine U & Ronald W Takvorian's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Katherine U. Takvorian
Director
On filings since 2020
5 hrs/week
No compensation reported
Ronald W. Takvorian
Director
On filings since 2020
5 hrs/week
No compensation reported
Samuel E. Upchruch
Director
On filings since 2020
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: Co Eisneramper 160 Federal St 9, Boston, MA 02110
Phone: (617) 227-6161
Frequently asked questions about The Katherine U & Ronald W Takvorian
How much does The Katherine U & Ronald W Takvorian give each year?
The Katherine U & Ronald W Takvorian gave $90K across 20 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $200K across 16 grants.
What is The Katherine U & Ronald W Takvorian's typical grant size?
The Katherine U & Ronald W Takvorian's median grant in 2024 was $2,000, and its average grant was $4,483, across 20 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Katherine U & Ronald W Takvorian that year got $1K on average.
Where does The Katherine U & Ronald W Takvorian give grants?
The Katherine U & Ronald W Takvorian gives mostly in Massachusetts: 54% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (14%) and District of Columbia (11%). The most frequent recipient cities were New York, NY (7 grants), Boston, MA (3 grants), Concord, MA (2 grants) and Washington, DC (2 grants).
Does The Katherine U & Ronald W Takvorian give general operating support?
Not in 2024: none of the 20 grants with a stated purpose on The Katherine U & Ronald W Takvorian's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (20 grants).
Who are The Katherine U & Ronald W Takvorian's largest grantees?
The Katherine U & Ronald W Takvorian's largest 2024 grantees include Concord Independent Foundation Inc (The Concord Bridge) ($25,000), Duke University ($13,000) and Robert E Lee Memorial Association (DBA Stratford Hall) ($10,000), according to its 2024 IRS Form 990-PF. Together they received 54% of its itemized 2024 grant dollars.
How large is The Katherine U & Ronald W Takvorian?
The Katherine U & Ronald W Takvorian reported $1.8M in total assets on its 2024 IRS Form 990-PF. It paid out $91K in qualifying distributions that year, against a required minimum of $116K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Katherine U & Ronald W Takvorian fund?
No mission statement for the foundation is provided. Its 2024 grants went to organizations with varied activities. See mission & focus areas ↑
How do I apply for a grant from The Katherine U & Ronald W Takvorian?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does The Katherine U & Ronald W Takvorian accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Katherine U & Ronald W Takvorian by hand.
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Cite this profile
Grantable. (2026). The Katherine U & Ronald W Takvorian funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/the-katherine-u-and-ronald-w-takvorian-morg_12da6d519e8e4d01b515925d2fe8312a
BibTeX
@misc{grantable_631083895_2026,
author = {{Grantable}},
title = {{The Katherine U \& Ronald W Takvorian funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-katherine-u-and-ronald-w-takvorian-morg_12da6d519e8e4d01b515925d2fe8312a},
note = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Katherine U & Ronald W Takvorian's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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