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.
Lotta Theatrical Fund #0710700 at a glance
In short: Lotta Theatrical Fund #0710700 gave $70K across 3 grants in 2024 (avg $23K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $70,000
- +75.0% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $23,333
- +75.0% vs 2023
- Median grant
- $16,000
- Total assets
- $569,904
- -7.5% vs 2023
- Primary geography
- Massachusetts (64% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Lotta Theatrical Fund #0710700 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Shakespeare and Company ($45K). Together the top 3 received $70K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $35K (2020) to $70K (2024). In 2024 it made 3 grants totaling $70K.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $569,904 | $41,311 | $87,714 | $70,000 | 3 | $78,203 | $32,400 | $50,259 |
| 2023 | $616,169 | $101,549 | $60,862 | $40,000 | 3 | $50,499 | $91,825 | $46,157 |
| 2022 | $575,482 | $141,284 | $60,969 | $41,000 | 4 | $49,541 | $132,601 | $48,149 |
| 2021 | $495,167 | $160,347 | $50,878 | $35,000 | 4 | $41,409 | $153,878 | $47,975 |
| 2020 | $385,695 | $108,638 | $44,840 | $34,700 | 9 | — | $104,277 | $39,877 |
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.
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
The highest reported compensation on the 2024 filing was $2K, to Nancy T Harmon (Trustee). 2 officers or directors reported compensation on that 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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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