Nonprofit · EIN 81-3883742
WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC
Tax-exempt · NASHVILLE, TN 37215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $123,894 | $83,276 | $40,618 | $638,685 | $0 | $638,685 |
| December 31, 2024 | 990-PF | $101,259 | $104,270 | -$3,011 | $626,055 | $0 | $626,055 |
| December 31, 2023 | 990-PF | $101,396 | $98,021 | $3,375 | $601,757 | $0 | $601,757 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $75,780
- Dividends
- $19,769
- Net gain from sales of assets
- $28,345
Expenses
- Grants and similar amounts paid
- $17,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $74,696
- Excise tax on investment income
- $568
Balance sheet and other
- Total assets, start of year
- $626,055
- Total assets, end of year
- $638,685
- Total liabilities, end of year
- $0
- Net assets, end of year
- $638,685
- Fair market value of assets
- $940,840
- Qualifying distributions
- $74,696
- Net investment income
- $48,115
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH SHERMAN 95 SUFFOLK RD, CHESNUT HILL, MA 02467 | Chairperson | 0 | $0 |
| ANNE CORONA 2865 jackson st apt 1, San Francisco, CA 94115 | Treasurer | 0 | $0 |
| CAROLINE SIRKO 118 Alton Road, Nashville, TN 37205 | Secretary | 0 | $0 |
| Toby Dible 4413 W Blossom Way Dr, Rogers, AR 72758 | DIRECTOR | 0 | $0 |
| MacKenzie Moore 1411 Sycamore Street, Cincinnati, OH 45202 | Director | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE REIGLE 3507 Scarsdale Rd, Nashville, TN 37215 | Director (thru 7/24) | 0 | $0 |
| SARAH SHERMAN 95 SUFFOLK RD, CHESNUT HILL, MA 02467 | Chairperson | 0 | $0 |
| ANNE CORONA 2865 jackson st apt 1, San Francisco, CA 94115 | Treasurer | 0 | $0 |
| CAROLINE SIRKO 118 Alton Road, Nashville, TN 37205 | Secretary | 0 | $0 |
| MAGGIE MARTINEZ 2220 Tunlaw Rd NW, Washington, DC 20007 | Director (thru 11/24) | 0 | $0 |
| Toby Dible 4413 W Blossom Way Dr, Rogers, AR 72758 | DIRECTOR (AS OF 7/24) | 0 | $0 |
| MacKenzie Moore 1411 Sycamore Street, Cincinnati, OH 45202 | Director (AS OF 11/24) | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE REIGLE 3507 Scarsdale Rd, Nashville, TN 37215 | TRUSTEE | 0 | $0 |
| SARAH SHERMAN 95 SUFFOLK RD, CHESNUT HILL, MA 02467 | TRUSTEE | 0 | $0 |
| ANNE CORONA 2865 jackson st apt 1, San Francisco, CA 94115 | TRUSTEE | 0 | $0 |
| CAROLINE SIRKO 118 Alton Road, Nashville, TN 37205 | TRUSTEE | 0 | $0 |
| MAGGIE MARTINEZ 2220 Tunlaw Rd NW, Washington, DC 20007 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4323 ESTES RD, NASHVILLE, TN 37215-3105
- In care of
- % SARAH SHERMAN
- Signed the 990-PF
- Sarah Sherman, Chairperson
- Phone
- (617) 966-9559
- Website
- WWW.WATTLESFELLOWSHIP.COM
- Return prepared by
- SMITH & HOWARD ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-3883742
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $638,685
- Income (IRS master file)
- $130,866
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $123,894 | $83,276 | $638,685 | XML |
| 990-PF | December 2024 | $101,259 | $104,270 | $626,055 | IRS |
| 990-PF | December 2023 | $101,396 | $98,021 | $601,757 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-3883742).
Questions about WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC
- What is the EIN of WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC?
- The employer identification number (EIN) of WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC is 81-3883742.
- Is WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WALTER C WATTLES FELLOWSHIP AT LLOYDS OF LONDON INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $123,894, expenses of $83,276 and total assets of $638,685 at year end.
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