The Tavener Family Foundation Trust

Private foundation · Grantmaker Keswick, VA EIN: 20-6333319

The Tavener Family Foundation Trust is a private foundation focused on Education, based in Keswick, VA. IRS filing data is available from 2023 through 2024. In 2024, it awarded 1 grant totaling $769K. Net investment income was $219K.

Key facts about The Tavener Family Foundation Trust

In short: The Tavener Family Foundation Trust gave $769K across 1 grant in 2024 (avg $769K), mostly in Colorado. Source: 2024 IRS Form 990-PF.

EIN
20-6333319
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$768,884
Grants made (2024)
1
Average grant
$768,884
Median grant
$768,884
Primary geography
Colorado (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$769K

+744.9% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$769K

+744.9% YoY

Under IRS private-foundation payout rules, The Tavener Family Foundation Trust reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.

How The Tavener Family Foundation Trust gives

  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Lone Tree

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K1 grant2023 1 grant2024

From 2023 to 2024, annual grant giving ranged from $91K (2023) to $769K (2024). In 2024 it made 1 grant totaling $769K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Schwab Charitable Fund: $769KSchwab Charitable Fund$769K

The largest 2024 recipient was Schwab Charitable Fund ($769K).

Grant Size Distribution

2 grants across all recorded years

<$50K1$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 1 grant of 2 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Schwab Charitable Fund Lone Tree, COEducational Scholarships$768,884

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$500K$750K$1M2023 2024
Metric20242023
Total Assets—$594,569
Revenue$229,753$43,522
Expenses$824,322$150,524
Qualifying Distributions$813,788$140,776
Net Investment Income$218,654$33,774
Distributable Amount$29,053$38,459

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2023–2024

Leadership & Key People

Officers and directors from IRS filings

The Tavener Family Foundation Trust is led by Beverly Tavener, Trustee & President on every filing since 2023 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Beverly Tavener

    Trustee & President

    On filings since 2023

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2023–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Tavener Family Foundation Trust

How much does The Tavener Family Foundation Trust give each year?

The Tavener Family Foundation Trust gave $769K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $91K across 1 grant.

What is The Tavener Family Foundation Trust?

The Tavener Family Foundation Trust is a private foundation focused on Education, based in Keswick, VA.

Where does The Tavener Family Foundation Trust operate?

The Tavener Family Foundation Trust has awarded grants in Colorado.

How much is The Tavener Family Foundation Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Tavener Family Foundation Trust reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Tavener Family Foundation Trust's EIN?

The Tavener Family Foundation Trust's EIN (Employer Identification Number) is 20-6333319. IRS Form 990 filing data is available on this page for 2023–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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