Skip to content
The Katherine U & Ronald W Takvorian Charitable Foundation at a glance

· Private foundation

The Katherine U & Ronald W Takvorian Charitable Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$90k
Granted FY2024still arriving
20
Grants FY2024still arriving
8
States reached
$25k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$347kArts & Culture$232kPublic Benefit$45kScience & Tech$23kHuman Services$15kEnvironment$14kSocial Science$12kPhilanthropy$9kOther$0
02FY2024 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k15 grants · $22k
  • $10k–50k5 grants · $68k
$2,500
Median grant
8
States reached
$1.8M
Total assets
Largest grants
RecipientAmount
CONCORD INDEPENDENT FOUNDATION INC (THE CONCORD BRIDGE)$25,000
DUKE UNIVERSITY$13,000
SMITHSONIAN INSTITUTION$10,000
ROBERT E LEE MEMORIAL ASSOCIATION (DBA STRATFORD HALL)$10,000
TRUSTEES OF BOSTON UNIVERSITY (WBUR PUBLIC RADIO)$10,000
NEW ENGLAND CONSERVATORY OF MUSIC$5,000
WGBH EDUCATIONAL FOUNDATION$3,000
CONCORD CARLISLE COMMUNITY CHEST$2,591
FAMILY NURTURING CENTER OF MASSACHUSETTS$2,500
NEW YORK PUBLIC RADIO$2,500
NEW YORK CITY CENTER$1,500
THE ALTAMONT SCHOOL$1,000
SAINT JOSEPH ACADEMY$1,000
CARNEGIE HALL$900
ROUNDABOUT THEATRE COMPANY$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY24–24, $3k) land where the poverty rate runs at 16%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%FAMILY NURTURING CENTER OF MASSACHUSETTS: $3k → 16%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
NY
MA
OH
CA
VA
NC
DC
AL
GA
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$644k · 25 repeat orgs$34k to everyone else

Grantees it renews have grown median revenue +33% since the first grant, against +27% for those funded once.

25 repeat relationships: 13 still active in FY2024, 12 since wound down; 7 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

25
16

Total granted

$644k
$24k

Median revenue growth · since first grant

+33%
+27%

Still filing today

76%
56%

New vs renewed · share of each year

In FY2024, 89% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Arts & CultureEducationEnvironmentHealthHousing & ShelterEmploymentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • DUKE UNIVERSITY
    7× · 2017–2024 · $263k · revenue +51%
  • SMITHSONIAN INSTITUTION
    6× · 2017–2024 · $71k · revenue +31%
  • SB
    SWEET BRIAR INSTITUTE
    3× · 2020–2023 · $48k · revenue +17%

Funded once

  • TF
    THE FENN SCHOOL
    one grant, 2018 · $13k · revenue -9%
  • CC
    CARITAS COMMUNITIES INCgraduated
    one grant, 2017 · $5k · revenue +69%
  • BP
    BOSTON PUBLIC LIBRARY
    one grant, 2023 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
2
Massachusetts Institute of Technology

The mission of mit is to advance knowledge and educate students in science, technology, and other areas of scholarship that will best serve the nation and the world in the 21st century.

Education
3
Isabella Stewart Gardner Museum Inc

Organization's mission statement true to the ambitious vision of its founder and her spirit of creative risk-taking, the mission of the isabella stewart gardner museum is: - to bring to life and preserve the rich historic collection; - to…

Arts & Culture
4
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
5
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
6
Lowell Observatory

The mission of lowell observatory is to pursue the study of astronomy, especially the study of our solar system and its evolution; to conduct pure research in astronomical phenomena; and to maintain quality public education and outreach…

Science & Tech
7
Dickinson College

Dickinson college provides a useful, innovative and interdisciplinary education in the liberal arts and sciences to prepare students to lead rich and fulfilling lives of engaged global citizenship

Education
8
Trustees of Boston College

Mission strengthened by more than a century and a half of dedication to academic excellence, boston college commits itself to the highest standards of teaching and research in undergraduate, graduate and professional programs and to the…

Education
9
The Pierpont Morgan Library

The Morgan Library & Museum celebrates and shares the history and process of human creativity from antiquity to the present day through the preservation, study, and interpretation of a dynamic and growing collection.

Education
10
Bard College

Bard college seeks to provide a challenging academic program and a supportive environment that fosters a collaborative interchange of ideas in the classroom as well as ambition to achieve excellence.

Education
11
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
12
Massachusetts Historical Society

To promote understanding of the history of massachusetts and the nation by collecting and communicating materials and resources that foster historical knowledge.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is New England Conservatory of Music; the most unlike its peers is Retirement Research Foundation Dba Rrf Foundation for Aging. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

37 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 37 of the 50 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
37/37
Grantees still filing
30/37
Grew since first funded

Where the money sits, by cause and then by grantee

DUKE UNIVERSITY: $262,984 · EducationDUKE UNIVERSITYSWEET BRIAR INSTITUTE: $47,500 · EducationSWEET BRIAR INSTITUTEPresident and Fellows of Harvard College: $22,500 · EducationPresident and Fellows of Harvard CollegeTrustees of Tufts College: $14,500 · Education+2 more: $8,000 · EducationSMITHSONIAN INSTITUTION: $70,600 · Arts & CultureSMITHSONIAN INSTITUTIONTHE CONCORD INDEPENDENT FOUNDATION INC: $45,000 · Arts & CultureTHE CONCORD INDEPENDENT FOU…STRATFORD HALL: $20,000 · Arts & CultureSTRATFORD HALLWGBH Educational Foundation: $17,400 · Arts & CultureWGBH Educational FoundationCONCORD ANTIQUARIAN SOCIETY D/B/A CONCORD MUSEUM: $6,450 · Arts & Culture+11 more: $11,064 · Arts & Culture+11 moreMETROPOLITAN OPERA: $55,974 · OtherMETROPOLITAN OPERAROBERT E LEE MEMORIAL ASSOCIATION (DBA STRATFORD HALL): $21,000 · OtherROBERT E LEE MEMORIAL …TRUSTEES OF BOSTON UNIVERSITY (WBUR PUBLIC RADIO): $17,000 · OtherTRUSTEES OF BOSTON UNI…THE FENN SCHOOL: $12,500 · OtherTHE FENN SCHOOLRETIREMENT RESEARCH FOUNDATION DBA RRF FOUNDATION FOR AGING: $11,937 · OtherRETIREMENT RESEARCH FO…WGBH RALPH LOWELL SOCIETY: $7,750 · OtherWGBH RALPH LOWELL SOCI…+16 more: $16,941 · Other+16 moreTHE TRUSTEES OF RESERVATIONS: $13,802 · Environment+2 more: $400 · EnvironmentCONCORD CARLISLE FOUNDATION INC: $12,190 · PhilanthropyNETWORK FOR GOOD: $9,225 · Public Safety & DisasterCARITAS COMMUNITIES INC: $5,000 · Housing & Shelter
Education$355,484Arts & Culture$170,514Other$143,102Environment$14,202Philanthropy$12,190Public Safety & Disaster$9,225Housing & Shelter$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDUKE UNIVERSITY: $262,984 over 7y, 0.0% of budgetSMITHSONIAN INSTITUTION: $70,600 over 6y, 0.0% of budgetSWEET BRIAR INSTITUTE: $47,500 over 3y, 0.1% of budgetTHE CONCORD INDEPENDENT FOUNDATION INC: $45,000 over 2y, 2.7% of budgetPresident and Fellows of Harvard College: $22,500 over 2y, 0.0% of budgetSTRATFORD HALL: $20,000 over 4y, 0.3% of budgetWGBH Educational Foundation: $17,400 over 5y, 0.0% of budgetTrustees of Tufts College: $14,500 over 5y, 0.0% of budgetTHE TRUSTEES OF RESERVATIONS: $13,802 over 5y, 0.0% of budgetTHE FENN SCHOOL: $12,500 over 1y, 0.1% of budgetCONCORD CARLISLE FOUNDATION INC: $12,190 over 4y, 0.3% of budgetRETIREMENT RESEARCH FOUNDATION DBA RRF FOUNDATION FOR AGING: $11,937 over 3y, 0.0% of budgetNETWORK FOR GOOD: $9,225 over 4y, 0.0% of budgetCONCORD ANTIQUARIAN SOCIETY D/B/A CONCORD MUSEUM: $6,450 over 2y, 0.2% of budgetCARITAS COMMUNITIES INC: $5,000 over 1y, 0.1% of budgetNEW ENGLAND CONSERVATORY OF MUSIC: $5,000 over 1y, 0.0% of budgetNEW YORK PUBLIC RADIO: $4,040 over 2y, 0.0% of budgetSUMMER SEARCH: $3,500 over 3y, 0.0% of budgetTHE ALTAMONT SCHOOL: $3,000 over 3y, 0.0% of budgetFAMILY NURTURING CENTER OF MASSACHUSETTS INC: $2,500 over 1y, 0.0% of budgetNEW YORK CITY CENTER INC: $1,500 over 1y, 0.0% of budgetTHE CARNEGIE HALL CORPORATION: $1,500 over 2y, 0.0% of budgetARTHRITIS FOUNDATION INC: $1,050 over 2y, 0.0% of budget51 WALDEN INC: $1,000 over 2y, 0.4% of budgetBOSTON SYMPHONY ORCHESTRA INC: $1,000 over 1y, 0.0% of budgetMuseum of Modern Art: $550 over 3y, 0.0% of budgetBLOOD CANCER UNITED INC: $500 over 1y, 0.0% of budgetLOUISA MAY ALCOTT'S ORCHARD HOUSE INC: $500 over 1y, 0.1% of budgetROUNDABOUT THEATRE COMPANY INC: $500 over 1y, 0.0% of budgetTRUSTEES OF BOSTON UNIVERSITY: $360 over 3y, 0.0% of budgetCONCORD LAND CONSERVATION TRUST: $250 over 1y, 0.1% of budgetMETROPOLITAN MUSEUM OF ART: $210 over 1y, 0.0% of budgetAmerican Museum of Natural History: $164 over 1y, 0.0% of budgetMASSACHUSETTS AUDUBON SOCIETY INC: $150 over 1y, 0.0% of budgetLACROSSE THE NATIONS: $104 over 1y, 0.0% of budget54 BELOW INC: $100 over 1y, 0.0% of budgetPAN-MASSACHUSETTS CHALLENGE INC: $51 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Boston Foundation IncZachary and Lindsey G…Neil & Anna Rasmussen…Pobble Stone Foundati…The Jaket FoundationHighland Street Conne…United Way Of Massach…Eastern Bank Foundati…Fidelity FoundationNational Philanthropi…American Endowment Fo…Morgan Stanley Global…
Boston Foundation IncMA17.9× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · Zachary and Lindsey Gund Foundation · Neil & Anna Rasmussen Foundation · Pobble Stone Foundation · The Jaket Foundation · Highland Street Connection and Subsidiaries · United Way Of Massachusetts Bay Inc · Eastern Bank Foundation · Fidelity Foundation · National Philanthropic Trust · American Endowment Foundation · Morgan Stanley Global Impact Funding Trust Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Katherine U & Ronald W Takvorian Charitable Foundation funds: left to right is the share of its income from government, bottom to top the share from The Katherine U & Ronald W Takvorian Charitable Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 60%0%1%3%5%funder's share of their income ↑0%8%15%22%30%share of the org’s income from government →median 1%
  • Trustees of Tufts College: 13% of income from government
  • Trustees of Boston University: 12% of income from government
  • President and Fellows of Harvard College: 7% of income from government
  • The Trustees of Reservations: 2% of income from government
  • Massachusetts Audubon Society Inc: 1% of income from government
  • New England Conservatory of Music: 1% of income from government
  • Concord Antiquarian Society D/B/a Concord Museum: 1% of income from government
  • Wgbh Educational Foundation: 1% of income from government
  • Boston Symphony Orchestra Inc: 0% of income from government
  • Pan-Massachusetts Challenge Inc: 0% of income from government
no gov moneyreceives it· size = income
6get no government money at all
2report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–30%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 50 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Katherine U & Ronald W Takvorian’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home