Lotta Agricultural Fund #0711001
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
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2024 recipient was University of Massachusetts ($175K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Massachusetts Amherst, MA | General | $175,000 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
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.
Here's the math on researching Lotta Agricultural Fund #0711001 by hand.
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