Funder DirectoryTHE KATHERINE U & RONALD W TAKVORIAN
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Private foundation (trust)EIN 631083895Est. 1994-05

THE KATHERINE U & RONALD W TAKVORIAN

BOSTON, MA 02110

Total Assets

$2.5M

FY 2024

Annual Giving

$90K

FY 2024

Grants Made

20

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$104–$25K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$183K

Total Expenses

$125K

Qualifying Distributions

$91K

Distributable Amount

$116K

Min. Investment Return

$119K

Payout rate 78%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.78%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

20 grants

Grant sizes from minimum $104 through median $2K to maximum $25K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $200K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

110 grants

DUKE UNIVERSITY
$257K
6 grants
SMITHSONIAN INSTITUTION
$63K
5 grants
METROPOLITAN OPERA
$54K
5 grants
CONCORD INDEPENDENT FOUNDATION INC (THE CONCORD BRIDGE)
$45K
2 grants
SWEET BRIAR INSTITUTE
$38K
2 grants
HARVARD UNIVERSITY
$23K
2 grants
ROBERT E LEE MEMORIAL ASSOCIATION (DBA STRATFORD HALL)
$21K
3 grants
STRATFORD HALL
$20K
4 grants

Grant Size Distribution

110 grants

<$10K
96
grants
$10–50K
12
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

North Carolina
$258K
38% of total
Massachusetts
$183K
27% of total
Virginia
$89K
13% of total
District of Columbia
$70K
10% of total
New York
$63K
9% of total
Illinois
$12K
2% of total
Alabama
$3K
0% of total
Ohio
$2K
0% of total
California
$2K
0% of total
Georgia
$1K
0% of total

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