Lotta Theatrical Fund #0710700
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2024 grant dollars.
Cities
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
| Recipient | Purpose | Amount |
|---|---|---|
| SHAKESPEARE AND COMPANY Boston, MA | GENERAL | $45,000 |
| TRINITY REPERTORY CO Providence, RI | SCHOLARSHIP FUNDS | $16,000 |
| ENTERTAINMENT COMMUNITY FUND New York, NY | SUPPORT OF THE ACTOR'S FUND | $9,000 |
Financial History
Multi-year comparison from IRS filings
| 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 |
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 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
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.
Here's the math on researching Lotta Theatrical Fund #0710700 by hand.
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