Lotta Theatrical Fund #0710700

Foundation · Grantmaker 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.

Key facts about Lotta Theatrical Fund #0710700

In short: Lotta Theatrical Fund #0710700 gave $70K across 3 grants in 2024 (avg $23K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.

EIN
04-2607210
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$70,000
Grants made (2024)
3
Average grant
$23,333
Median grant
$16,000
Total assets
$569,904
Primary geography
Massachusetts (64% 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

$570K

-7.5% YoY

Annual Giving

$70K

+75.0% YoY

Grant Count

3

+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.

How Lotta Theatrical Fund #0710700 gives

  • Giving grew 100% from 2021 to 2024. Method
  • In 2024 it paid out 156% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Lotta Theatrical Fund #0710700?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 3 itemized 2024 grant dollars.

Cities

New YorkBostonProvidenceCambridge

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K9 grants20204 grants20214 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Shakespeare and Company: $45KShakespeare and Company$45KTrinity Repertory CO: $16KTrinity Repertory CO$16KEntertainment Community Fund: $9KEntertainment Community Fund$9K

Grant Size Distribution

23 grants across all recorded years

23<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
SHAKESPEARE AND COMPANY Boston, MAGENERAL$45,000
TRINITY REPERTORY CO Providence, RISCHOLARSHIP FUNDS$16,000
ENTERTAINMENT COMMUNITY FUND New York, NYSUPPORT OF THE ACTOR'S FUND$9,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K20202021202220232024
Metric202420232022
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

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 Theatrical Fund #0710700'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

    0.3 hrs/week

    $2K (2021) → $1K (2024)

  • Nancy T. Harmon

    Trustee

    On filings since 2020

    0.3 hrs/week

    $2K (2020) → $2K (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: $2KNancy T HarmonTrustee$2KElizabeth F Potter — Trustee: $1KElizabeth F PotterTrustee$1K

Frequently asked questions about Lotta Theatrical Fund #0710700

How much does Lotta Theatrical Fund #0710700 give each year?

Lotta Theatrical Fund #0710700 gave $70K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $40K across 3 grants.

What is Lotta Theatrical Fund #0710700's typical grant size?

Lotta Theatrical Fund #0710700's median grant in 2024 was $16,000, and its average grant was $23,333, across 3 grants on its 2024 IRS Form 990-PF.

Where does Lotta Theatrical Fund #0710700 give grants?

Lotta Theatrical Fund #0710700 gives mostly in Massachusetts: 64% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Rhode Island (23%) and New York (13%).

Does Lotta Theatrical Fund #0710700 give general operating support?

Yes: 33% of Lotta Theatrical Fund #0710700's 2024 grants with a stated purpose (1 of 3) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is Lotta Theatrical Fund #0710700?

Lotta Theatrical Fund #0710700 reported $570K in total assets on its 2024 IRS Form 990-PF. It paid out $78K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets).

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.

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

Your AI grants department

Here's the math on researching Lotta Theatrical Fund #0710700 by hand.

Explore Open Grants

Browse active grant opportunities in Lotta Theatrical Fund #0710700's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Karp Family Foundation Stephen R and

Boston, MA

The Karp Family Foundation Stephen R. and supports charitable organizations in areas including education and human services, with most 2025 funding going to Massachusetts and New York. Its 2025 grants ranged from $100 to $500,000, with a median of $20,000; it funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$918K

Grants

31

Total Given

$2.0M

Liberty Mutual Foundation Inc

Boston, MA

Liberty Mutual Foundation funds nonprofits working on basic needs such as food and shelter, education and workforce development, and climate and community infrastructure, primarily in the Boston area, with grants also made in other states. Its 2024 grants had a median of $35,000 and ranged from $2,500 to $11 million; it accepts online applications on a rolling basis, with no stated deadlines.

Philanthropy, Voluntarism & Grantmaking

Assets

$46.1M

Grants

706

Total Given

$50.6M

Suffolk Cares Charitable Foundation

Boston, MA

Suffolk Cares Charitable Foundation funds charitable, civic, educational, healthcare, arts, and cultural organizations nationwide, with recent grants concentrated in Massachusetts and New York. Its 2025 grants ranged from $5,000 to $250,000, with a median of $25,000. It funds only preselected organizations and does not accept unsolicited requests.

Education

Assets

$2.7M

Grants

27

Total Given

$1.9M

Felicia M Delorenzo Scholarship

Boston, MA

The Felicia M. DeLorenzo Scholarship Foundation supports post-secondary education for high school graduates who live in Arlington, Massachusetts, with scholarships recognizing academic achievement, strong work ethic, and community commitment. In 2024, grants ranged from $1,500 to $63,125, with a median of $4,500; the Foundation does not accept unsolicited funding requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$4.6M

Grants

61

Total Given

$367K

Gruber Family Foundation

Highland Beach, FL

Philanthropy, Voluntarism & Grantmaking

Assets

$327K

Grants

3

Total Given

$32K

Michigan Theater Foundation Inc

Ann Arbor, MI

Michigan Theater Foundation primarily supports the operation, maintenance, and preservation of the Michigan and State Theaters in Ann Arbor, along with film, theater, and community arts programming. Recent filings report no grants; in 2020, it gave $5,286 to each of several film and theater organizations, but this does not establish a typical grant size. The profile does not state whether it accepts unsolicited requests.

Arts, Culture & Humanities

Assets

$12.3M

Grants

103

Total Given

$739K

The Rowe Foundation Inc

Boston, MA

Assets

$109K

Grants

2

Total Given

$70K

Erdle Foundation

Delray Beach, FL

The Erdle Foundation’s grants support a range of charitable work, including health care, senior services, law enforcement, scientific research, and Jewish community and Holocaust-related programs. In 2024, grants ranged from $50 to $26,000, with a median of $1,000; most funding went to New York, followed by Florida, with smaller amounts in the District of Columbia, Massachusetts, and Virginia. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$5.1M

Grants

49

Total Given

$170K

Miller UA Morey & Helen Schol

Brooklyn, OH

Assets

$4.2M

Grants

20

Total Given

$210K

Spooner John and Susan Charitable Trust

Boston, MA

Assets

$99K

Grants

4

Total Given

$26K

Asian Healthcare Foundation of

Boston, MA

To support the activities of south cove community health center, inc.

Assets

$27.6M

Grants

3

Total Given

$75K

Charles B Mathis Mem Tr

Saint Louis, MO

CHARLES B MATHIS MEM TR supports charitable organizations, especially those serving Ocean County, New Jersey residents who are elderly, poor, sick, or disabled, as well as education, health, human services, religion, and community benefit. Recent grants ranged from $10 to $5,000, with a median of $1,923; the trust focuses on Ocean County, though it also gave to organizations in other states. It accepts applications year-round through the Center for Scholarship Administration, with an April 15 deadline for review at the June grant meeting.

Assets

$1.5M

Grants

26

Total Given

$70K

More Funders in Massachusetts

Lotta Theatrical Fund #0710700 down — hundreds of funders to go?

Want AI to do this for you?