The Katherine U & Ronald W Takvorian | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Katherine U & Ronald W Takvorian. Data shown is extracted from Form 990-PF filings.

EIN: 63-1083895

Foundation Overview

Based in Boston, MA, The Katherine U & Ronald W Takvorian has awarded 149 grants totaling $928,105 to organizations in Massachusetts, Virginia and 9 other states across the US. Individual grants range from $50 to $124,843, with a median award of $2,500.

Latest Tax Year
2024
Total Giving (all years)
$928,105
Total Assets
$2,480,189
Median Grant (all grants)
$2,500

Latest Form 990-PF Snapshot

Total Grants
20
Median Grant
$2,000
% Median Grant Decline
-24% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 35%

7 of 20 recipients (35%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Massachusetts

50% of grants are awarded in Massachusetts, with additional funding distributed across 10 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Boston (47%), Concord (23%), Beverly (11%).

Funding Trajectory
-41%

Declining funding trend with 41% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.

Program Areas
Community Projects

Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Katherine U & Ronald W Takvorian's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
American Museum Of Natural History $164 New York, NY, US Program Support 2024
Carnegie Hall $900 New York, NY, US Program Support 2024
Concord Carlisle Community Chest $2,591 Concord, MA, US Program Support 2024
Concord Independent Foundation Inc (The Concord Bridge) $25,000 Concord, MA, US Program Support 2024
Duke University $13,000 Durham, NC, US Program Support 2024
Family Nurturing Center Of Massachusetts $2,500 Dorchester, MA, US Program Support 2024
Lacrosse The Nations $104 Washington, DC, US Program Support 2024
New England Conservatory Of Music $5,000 Boston, MA, US Program Support 2024
New York City Center $1,500 New York, NY, US Program Support 2024
New York Public Radio $2,500 New York, NY, US Program Support 2024
Robert E Lee Memorial Association (Dba Stratford Hall) $10,000 Stratford, VA, US Program Support 2024
Roundabout Theatre Company $500 New York, NY, US Program Support 2024
Saint Joseph Academy $1,000 Cleveland, OH, US Program Support 2024
Smithsonian Institution $10,000 Washington, DC, US Program Support 2024
Summer Search $500 Oakland, CA, US Program Support 2024
The Altamont School $1,000 Birmingham, AL, US Program Support 2024
The Metropolitan Museum Of Art $210 New York, NY, US Program Support 2024
The Museum Of Modern Art $200 New York, NY, US Program Support 2024
Trustees Of Boston University (Wbur Public Radio) $10,000 Boston, MA, US Program Support 2024
Wgbh Educational Foundation $3,000 Boston, MA, US Program Support 2024
54 Below Inc $100 New York, NY, US Program Support 2023
Boston Public Library $1,500 Boston, MA, US Program Support 2023
Carnegie Hall $600 New York, NY, US Program Support 2023
Concord Independent Foundation Inc (The Concord Bridge) $20,000 Concord, MA, US Program Support 2023
Concord Museum $3,750 Concord, MA, US Program Support 2023
Duke Children Hospital & Health Center $1,100 Durham, NC, US Program Support 2023
Duke University $124,843 Durham, NC, US Program Support 2023
Metropolitan Opera $25,500 New York, NY, US Program Support 2023
New York Public Radio $1,540 New York, NY, US Program Support 2023
Power Of Purpose Inc $50 Chicago, IL, US Program Support 2023
Robert E Lee Memorial Association (Dba Stratford Hall) $6,000 Stratford, VA, US Program Support 2023
Saint Joseph Academy $516 Cleveland, OH, US Program Support 2023
Sweet Briar Institute $5,000 Sweet Briar, VA, US Program Support 2023
The Museum Of Modern Art $180 New York, NY, US Program Support 2023
Trustees Of Boston University (Wbur Public Radio) $4,000 Boston, MA, US Program Support 2023
Wgbh Educational Foundation $4,900 Boston, MA, US Program Support 2023
51 Walden Performing Arts Center $500 Concord, MA, US Program Support 2022
Duke University $3,000 Durham, NC, US Program Support 2022
Metropolitan Opera $14,224 New York, NY, US Program Support 2022
Saint Joseph Academy $750 Cleveland, OH, US Program Support 2022
Stratford Hall $5,000 Stratford, VA, US Program Support 2022
The Museum Of Modern Art $170 New York, NY, US Program Support 2022
The Trustees Of Reservations $2,500 Beverly, MA, US Program Support 2022
Trustees Of Boston University (Wbur Public Radio) $1,500 Boston, MA, US Program Support 2022
Trustees Of Tufts College Dba Tufts University $2,500 Somerville, MA, US Program Support 2022
Wgbh Educational Foundation $3,500 Boston, MA, US Program Support 2022
51 Walden Performing Arts Center $500 Concord, MA, US Program Support 2022
Duke University $3,000 Durham, NC, US Program Support 2022
Metropolitan Opera $14,224 New York, NY, US Program Support 2022
Saint Joseph Academy $750 Cleveland, OH, US Program Support 2022
Stratford Hall $5,000 Stratford, VA, US Program Support 2022
The Museum Of Modern Art $170 New York, NY, US Program Support 2022
The Trustees Of Reservations $2,500 Beverly, MA, US Program Support 2022
Trustees Of Boston University (Wbur Public Radio) $1,500 Boston, MA, US Program Support 2022
Trustees Of Tufts College Dba Tufts University $2,500 Somerville, MA, US Program Support 2022
Wgbh Educational Foundation $3,500 Boston, MA, US Program Support 2022
51 Walden Performing Arts Center $500 Concord, MA, US Program Support 2022
Duke University $3,000 Durham, NC, US Program Support 2022
Metropolitan Opera $14,224 New York, NY, US Program Support 2022
Saint Joseph Academy $750 Cleveland, OH, US Program Support 2022
Stratford Hall $5,000 Stratford, VA, US Program Support 2022
The Museum Of Modern Art $170 New York, NY, US Program Support 2022
The Trustees Of Reservations $2,500 Beverly, MA, US Program Support 2022
Trustees Of Boston University (Wbur Public Radio) $1,500 Boston, MA, US Program Support 2022
Trustees Of Tufts College Dba Tufts University $2,500 Somerville, MA, US Program Support 2022
Wgbh Educational Foundation $3,500 Boston, MA, US Program Support 2022
Concord Carlisle Community Chest $3,500 Concord, MA, US Program Support 2021
Robert E Lee Memorial Association (dba Stratford Hall) $5,000 Stratford, VA, US Program Support 2021
Saint Joseph Preparatory High School $1,000 Boston, MA, US Program Support 2021
Smithsonian Institution $20,000 Washington, DC, US Program Support 2021
Sweet Briar Institute $32,500 Sweet Briar, VA, US Program Support 2021
The Altamont School $1,000 Birmingham, AL, US Program Support 2021
The Trustees Of Reservations $2,500 Beverly, MA, US Program Support 2021
Trustees Of Boston University (wbur Public Radio) $1,500 Boston, MA, US Program Support 2021
Trustees Of Tufts College Dba Tufts University $5,000 Somerville, MA, US Program Support 2021
Wgbh Educational Foundation $3,500 Boston, MA, US Program Support 2021
51 Walden Performing Arts Center $500 Concord, MA, US Program Support 2020
Boston Symphony Orchestra $1,000 Boston, MA, US Program Support 2020
Concord Carlisle Community Chest $3,500 Concord, MA, US Program Support 2020
Concord Land Conservation Trust $250 Concord, MA, US Program Support 2020
Duke University $38,000 Durham, NC, US Program Support 2020
Harvard University $12,500 Cambridge, MA, US Program Support 2020
Louisa May Alcott's Orchard House $500 Concord, MA, US Program Support 2020
Metropolitan Opera $8,750 New York, NY, US Program Support 2020
Network For Good $2,000 Washington, DC, US Program Support 2020
Smithsonian Institution $18,000 Washington, DC, US Program Support 2020
St Joseph's Academy $750 Boston, MA, US Program Support 2020
Stanford University School Of Medicine $1,000 Stanford, CA, US Program Support 2020
Stratford Hall $5,000 Stratford, VA, US Program Support 2020
Summer Search $2,000 Boston, MA, US Program Support 2020
Sweet Briar College $10,000 Sweet Briar, VA, US Program Support 2020
The Altamont School $1,000 Birmingham, AL, US Program Support 2020
The Retirement Research Foundation $1,000 Chicago, IL, US Program Support 2020
The Trustees Of Reservations $2,500 Beverly, MA, US Program Support 2020
Tufts University $5,000 Boston, MA, US Program Support 2020
Wbur $120 Boston, MA, US Program Support 2020
Wgbh Ralph Lowell Society $2,500 Boston, MA, US Program Support 2020
Arthritis Foundation $550 Atlanta, GA, US Program Support 2019
Duke University $63,041 Durham, NC, US Program Support 2019
Harvard University $10,000 Cambridge, MA, US Program Support 2019
Massachusetts Audubon Society $150 Lincoln, MA, US Program Support 2019
Metropolitan Opera $2,750 New York, NY, US Program Support 2019
Network For Good $2,625 Washington, DC, US Program Support 2019
Pan-mass Challenge $51 Needham, MA, US Program Supportprogram Support 2019
Smithsonian Institution $7,600 Washington, DC, US Program Support 2019
Spaulding Rehabilitation Network $105 Cambridge, MA, US Program Support 2019
St Joseph's Academy $750 Boston, MA, US Program Support 2019
Stratford Hall $5,000 Stratford, VA, US Program Support 2019
The Retirement Research Foundation $5,937 Chicago, IL, US Program Support 2019
Tufts University $1,000 Boston, MA, US Program Support 2019
Wbur $120 Boston, MA, US Program Support 2019
Wgbh Ralph Lowell Society $2,750 Boston, MA, US Program Support 2019
Arthritis Foundation $500 Atlanta, GA, US Program Support 2018
Brigham & Womens Hospital Marathon Team $100 Boston, MA, US Program Support 2018
Concord Carlisle Community Chest $2,599 Concord, MA, US Program Support 2018
Concord Museum $2,700 Concord, MA, US Program Support 2018
Duke University $15,000 Durham, NC, US Program Support 2018
Metropolitan Opera $2,750 New York, NY, US Program Support 2018
Network For Good $2,500 Washington, DC, US Program Support 2018
Smithsonian Institution $7,500 Washington, DC, US Program Support 2018
St Joseph's Academy $750 Boston, MA, US Program Support 2018
Stratford Hall $5,000 Stratford, VA, US Program Support 2018
The Fenn School $12,500 Concord, MA, US Program Support 2018
The Leukemia & Lymphoma Society $500 Rye Brook, NY, US Program Support 2018
The Retirement Research Foundation $5,000 Chicago, IL, US Program Support 2018
The Trustees Of Reservations $4,802 Beverly, MA, US Program Support 2018
Trinitarian Congregational Church $605 Wayland, MA, US Program Support 2018
Tufts University $1,000 Boston, MA, US Program Support 2018
Wbur $120 Boston, MA, US Program Support 2018
Wgbh Ralph Lowell Society $2,500 Boston, MA, US Program Support 2018
Caritas Communities $5,000 Braintree, MA, US Program Support 2017
Duke University $5,000 Durham, NC, US Program Support 2017
Metropolitan Opera $2,000 New York, NY, US Program Support 2017
Network For Good $2,100 Washington, DC, US Program Support 2017
Smithsonian Institution $7,500 Washington, DC, US Program Support 2017
Summer Search $1,000 Boston, MA, US Program Support 2017
The Trustees Of Reservations $1,500 Beverly, MA, US Program Support 2017
Wgbh Educational Foundation $2,500 Boston, MA, US Program Support 2017
Concord Carlisle Community Chest $2,000 Concord, MA, US Program Support 2016
Concord Museum $2,000 Concord, MA, US Program Support 2016
Duke University $117,500 Durham, NC, US Program Support 2016
Harvard University $5,000 Cambridge, MA, US Program Support 2016
Philips Academy Andover $5,000 Andover, MA, US Program Support 2016
Smithsonian Institution $5,000 Pittsfield, MA, US Program Support 2016
Summer Search $5,000 Boston, MA, US Program Support 2016
The Trustees Of Reservations $1,500 Beverly, MA, US Program Support 2016
Tufts University $5,000 Boston, MA, US Program Support 2016
Usga $100 Far Hills, NJ, US Program Support 2016
Wgbh $3,000 Boston, MA, US Program Support 2016

Foundations Similar to The Katherine U & Ronald W Takvorian

Discover 5 foundations with comparable assets ($2,462,960-$2,508,753), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

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median grant
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EIN: 85-3178854 | 19 grants awarded
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EIN: 20-7476594 | 170 grants awarded
$2,462,960
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Same state
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EIN: 04-6833651 | 167 grants awarded
$2,508,753
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Contact Information

Official contact details for The Katherine U & Ronald W Takvorian as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 63-1083895
Website N/A
Address CO EDELSTEIN 160 FEDERAL ST 9 Boston, MA 02110-0000

Key People (3)

Board members, trustees, and key staff who oversee The Katherine U & Ronald W Takvorian's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Director Katherine U Takvorian
Director Ronald W Takvorian
Director Samuel E Upchruch

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Katherine U & Ronald W Takvorian is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.