Lotta Agricultural Fund #0711001

Private foundation · Grantmaker Boston, MA EIN: 04-2610674

Lotta Agricultural Fund #0711001 is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 1 grant totaling $175K. Net investment income was $111K.

Key facts about Lotta Agricultural Fund #0711001

In short: Lotta Agricultural Fund #0711001 gave $175K across 1 grant in 2024 (avg $175K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.

EIN
04-2610674
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$175,000
Grants made (2024)
1
Average grant
$175,000
Median grant
$175,000
Total assets
$2,628,794
Primary geography
Massachusetts (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

$2.6M

-5.3% YoY

Annual Giving

$175K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$175K

+0.0% YoY

Under IRS private-foundation payout rules, Lotta Agricultural Fund #0711001 reported a distributable amount of $230K for 2024 — the minimum it must pay out in qualifying distributions.

How Lotta Agricultural Fund #0711001 gives

  • Giving fell 30% from 2021 to 2024. Method
  • In 2024 it paid out 107% of 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.

Cities

Amherst

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $175K (2022) to $250K (2021). In 2024 it made 1 grant totaling $175K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

University of Massachusetts: $175KUniversity of Massachusetts$175K

The largest 2024 recipient was University of Massachusetts ($175K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K4$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 4 grants of 5 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Massachusetts Amherst, MAGeneral$175,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$2,628,794$2,775,294$2,575,728
Revenue$183,905$519,349$469,961
Expenses$328,578$319,801$280,575
Qualifying Distributions$245,922$249,955$230,224
Net Investment Income$111,248$454,976$430,085
Distributable Amount$229,847$217,812$228,488

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Lotta Agricultural Fund #0711001's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Elizabeth F. Potter

    Trustee

    On filings since 2020

    0.4 hrs/week

    $8K (2021) → $5K (2024)

  • Nancy T. Harmon

    Trustee

    On filings since 2020

    0.4 hrs/week

    $7K (2020) → $8K (2024)

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.

Compensation Overview

From 2024 IRS filing

Nancy T Harmon — Trustee: $8KNancy T HarmonTrustee$8KElizabeth F Potter — Trustee: $5KElizabeth F PotterTrustee$5K

The highest reported compensation on the 2024 filing was $8K, to Nancy T Harmon (Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about Lotta Agricultural Fund #0711001

How much does Lotta Agricultural Fund #0711001 give each year?

Lotta Agricultural Fund #0711001 gave $175K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $175K across 1 grant.

How large is Lotta Agricultural Fund #0711001?

Lotta Agricultural Fund #0711001 reported $2.6M in total assets on its 2024 IRS Form 990-PF. It paid out $246K in qualifying distributions that year, against a required minimum of $230K (roughly 5% of its investment assets).

Where does Lotta Agricultural Fund #0711001 operate?

Lotta Agricultural Fund #0711001 has awarded grants in Massachusetts.

What is Lotta Agricultural Fund #0711001's EIN?

Lotta Agricultural Fund #0711001's EIN (Employer Identification Number) is 04-2610674. IRS Form 990 filing data is available on this page for 2020–2024.

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

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