Walter C Wattles Fellowship at Lloyds of
Walter C Wattles Fellowship at Lloyds of is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $626K in total assets. In 2024, it awarded 3 grants totaling $18K. Net investment income was $33K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$626K
+4.0% YoY
Annual Giving
$18K
+1.9% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$6K
+1.9% YoY
Under IRS private-foundation payout rules, Walter C Wattles Fellowship at Lloyds of reported a distributable amount of $37K for 2024 — the minimum it must pay out in qualifying distributions.
About Walter C Wattles Fellowship at Lloyds of
Based on IRS filings
Walter C Wattles Fellowship at Lloyds of is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $626K in total assets. In 2024, it awarded 3 grants totaling $18K. Net investment income was $33K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $626,055 | $601,757 | $602,809 |
| Revenue | $101,259 | $101,396 | $93,237 |
| Expenses | $104,270 | $98,021 | $67,960 |
| Qualifying Distributions | $84,255 | $82,521 | $48,227 |
| Net Investment Income | $33,432 | $45,276 | $24,789 |
| Distributable Amount | $36,747 | $27,699 | $30,743 |
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
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Caroline Holman ($7,500), Maddie Smith ($5,000), Isabella Pfister ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Caroline Holman Bethesda, MD | SCHOLARSHIP | $7,500 |
| Maddie Smith Lafayette, CA | SCHOLARSHIP | $5,000 |
| Isabella Pfister Dallas, TX | SCHOLARSHIP | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNE REIGLE | Director (thru 7/24) | — | — |
| SARAH SHERMAN | Chairperson | — | — |
| ANNE CORONA | Treasurer | — | — |
| CAROLINE SIRKO | Secretary | — | — |
| MAGGIE MARTINEZ | Director (thru 11/24) | — | — |
| Toby Dible | DIRECTOR (AS OF 7/24) | — | — |
| MacKenzie Moore | Director (AS OF 11/24) | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Walter C Wattles Fellowship at Lloyds of?
Walter C Wattles Fellowship at Lloyds of is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NASHVILLE, TN. It holds $626K in total assets as of 2024.
How large is Walter C Wattles Fellowship at Lloyds of?
As of 2024, Walter C Wattles Fellowship at Lloyds of holds $626K in total assets with $101K in annual revenue. It awarded 3 grants totaling $18K in 2024.
Where does Walter C Wattles Fellowship at Lloyds of operate?
Walter C Wattles Fellowship at Lloyds of has awarded grants in California, Florida, Massachusetts, Maryland, New Jersey, Nevada, New York, Tennessee, Texas.
What size grants does Walter C Wattles Fellowship at Lloyds of award?
In 2024, Walter C Wattles Fellowship at Lloyds of awarded 3 grants totaling $18K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is Walter C Wattles Fellowship at Lloyds of required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter C Wattles Fellowship at Lloyds of reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Walter C Wattles Fellowship at Lloyds of's EIN?
Walter C Wattles Fellowship at Lloyds of's EIN (Employer Identification Number) is 81-3883742. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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