Lotta Agricultural Fund #0711001

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 grants totaling $175K. Net investment income was $111K.

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

+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.

About Lotta Agricultural Fund #0711001

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $995K (100%)

States

Massachusetts

Cities

Amherst

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Massachusetts ($175,000).

Recipient	Purpose	Amount
UNIVERSITY OF MASSACHUSETTS AMHERST, MA	GENERAL	$175,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ELIZABETH F POTTER	TRUSTEE	0.35	$4,563
NANCY T HARMON	TRUSTEE	0.35	$7,650

Frequently Asked Questions

How large is Lotta Agricultural Fund #0711001?

As of 2024, Lotta Agricultural Fund #0711001 holds $2.6M in total assets with $184K in annual revenue. It awarded 1 grants totaling $175K in 2024.

Where does Lotta Agricultural Fund #0711001 operate?

Lotta Agricultural Fund #0711001 has awarded grants in Massachusetts.

What size grants does Lotta Agricultural Fund #0711001 award?

In 2024, Lotta Agricultural Fund #0711001 awarded 1 grants totaling $175K — an average of about $175K per grant, based on its IRS Form 990 filings.

How much is Lotta Agricultural Fund #0711001 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lotta Agricultural Fund #0711001 reported a distributable amount of $230K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.