Walter C Wattles Fellowship at Lloyds of

NASHVILLE, TN EIN: 81-3883742

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$29K$57K$86K$115K20202021202220232024
Metric202420232022
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

$0$6K$11K$17K$23K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Caroline Holman$8KMaddie Smith$5KIsabella Pfister$5K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Walter C Wattles Fellowship at Lloyds of fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ANNE REIGLEDirector (thru 7/24)
SARAH SHERMANChairperson
ANNE CORONATreasurer
CAROLINE SIRKOSecretary
MAGGIE MARTINEZDirector (thru 11/24)
Toby DibleDIRECTOR (AS OF 7/24)
MacKenzie MooreDirector (AS OF 11/24)

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

9states
+1 more states

Cities

BethesdaCockeysvilleCroftonDallasFort WorthFranklinGulf BreezeHoustonLafayetteLas VegasLaureltonNashvillePort WashingtonRumsonWest Bridgewater

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

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