Lotta Theatrical Fund #0710700

BOSTON, MA EIN: 04-2607210

Lotta Theatrical Fund #0710700 is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $570K in total assets. In 2024, it awarded 3 grants totaling $70K. Net investment income was $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$570K

-7.5% YoY

Annual Giving

$70K

+75.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$23K

+75.0% YoY

Under IRS private-foundation payout rules, Lotta Theatrical Fund #0710700 reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.

About Lotta Theatrical Fund #0710700

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $86K (39%)

New York $86K (39%)

Rhode Island $49K (22%)

States

Massachusetts New York Rhode Island

Cities

BostonCambridgeNew YorkProvidence

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$569,904	$616,169	$575,482
Revenue	$41,311	$101,549	$141,284
Expenses	$87,714	$60,862	$60,969
Qualifying Distributions	$78,203	$50,499	$49,541
Net Investment Income	$32,400	$91,825	$132,601
Distributable Amount	$50,259	$46,157	$48,149

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

23 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shakespeare and Company ($45,000), Trinity Repertory Co ($16,000), Entertainment Community Fund ($9,000).

Recipient	Purpose	Amount
ENTERTAINMENT COMMUNITY FUND NEW YORK, NY	SUPPORT OF THE ACTOR'S FUND	$9,000
SHAKESPEARE AND COMPANY BOSTON, MA	GENERAL	$45,000
TRINITY REPERTORY CO PROVIDENCE, RI	SCHOLARSHIP FUNDS	$16,000

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	0.25	$1,081
NANCY T HARMON	TRUSTEE	0.25	$1,816

Frequently Asked Questions

How large is Lotta Theatrical Fund #0710700?

As of 2024, Lotta Theatrical Fund #0710700 holds $570K in total assets with $41K in annual revenue. It awarded 3 grants totaling $70K in 2024.

Where does Lotta Theatrical Fund #0710700 operate?

Lotta Theatrical Fund #0710700 has awarded grants in Massachusetts, New York, Rhode Island.

What size grants does Lotta Theatrical Fund #0710700 award?

In 2024, Lotta Theatrical Fund #0710700 awarded 3 grants totaling $70K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Lotta Theatrical Fund #0710700 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lotta Theatrical Fund #0710700 reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lotta Theatrical Fund #0710700's EIN?

Lotta Theatrical Fund #0710700's EIN (Employer Identification Number) is 04-2607210. IRS Form 990 filing data is available on this page for 2020–2024.