Sherlock Charitable Foundation
Sherlock Charitable Foundation is a private foundation, based in Weston, CT. IRS filing data is available from 2019 through 2022. In 2022, it awarded 3 grants totaling $114K.
Sherlock Charitable Foundation at a glance
In short: Sherlock Charitable Foundation gave $114K across 3 grants in 2022 (avg $38K), mostly in Connecticut. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $113,990
- +26.0% vs 2021
- Grants made (2022)
- 3
- -91.2% vs 2021
- Average grant
- $37,997
- +1327.5% vs 2021
- Median grant
- $56,865
- Primary geography
- Connecticut (50% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Sherlock Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2022
The largest 2022 recipient was The Sherlock Family Foundation ($57K). Together the top 3 received $114K.
Grant Size Distribution
98 grants across all recorded years
The most common grant size was under $50K: 96 grants of 98 (98%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2022 grant dollars across all 3 itemized grants.
States
Cities
How Sherlock Charitable Foundation gives
- Giving grew 46% from 2019 to 2022. Method
- In 2022 it paid out 831% 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 2019 to 2022, annual grant giving ranged from $78K (2019) to $114K (2022). In 2022 it made 3 grants totaling $114K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Sherlock Family Foundation Weston, CT | General Charitable Purposes | $56,865 |
| The Sherlock Charitable Foundation Lakeway, TX | General Charitable Purposes | $56,865 |
| Weston PBA Weston, CT | General Charitable Purposes | $260 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $884 | $120,084 | $113,990 | 3 | $113,990 | — | $13,718 |
| 2021 | $917,582 | $131,343 | $117,261 | $90,500 | 34 | $90,500 | $104,582 | $105,530 |
| 2020 | $912,211 | $69,855 | $101,375 | $80,100 | 27 | — | $48,580 | $89,279 |
| 2019 | $951,185 | $279,330 | $84,399 | $78,100 | 34 | — | $273,119 | $77,885 |
Under IRS private-foundation payout rules, Sherlock Charitable Foundation reported a distributable amount of $14K for 2022 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Sherlock Charitable Foundation is led by Robert Sherlock, V President & Director on every filing since 2020; none of the 2 officers listed in 2022 report compensation.
Officers on the 2022 filing
Robert Sherlock
V President & Director
On filings since 2020
2 hrs/week
No compensation reported
William Sherlock
President & Director
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: Ubs Financial Services (2019) — Agent
Data from IRS Form 990 filings, 2019–2022. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Sherlock Charitable Foundation
How much does Sherlock Charitable Foundation give each year?
Sherlock Charitable Foundation gave $114K across 3 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $91K across 34 grants.
What is Sherlock Charitable Foundation's typical grant size?
Sherlock Charitable Foundation's median grant in 2022 was $56,865, and its average grant was $37,997, across 3 grants on its 2022 IRS Form 990-PF.
Where does Sherlock Charitable Foundation give grants?
Sherlock Charitable Foundation gives mostly in Connecticut: 50% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The next largest state was Texas (50%). The most frequent recipient cities were Weston, CT (2 grants).
Does Sherlock Charitable Foundation give general operating support?
Yes: 100% of Sherlock Charitable Foundation's 2022 grants with a stated purpose (3 of 3) were for general or operating support, per its 2022 IRS Form 990-PF.
How much is Sherlock Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Sherlock Charitable Foundation reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sherlock Charitable Foundation's EIN?
Sherlock Charitable Foundation's EIN (Employer Identification Number) is 13-3837377. IRS Form 990 filing data is available on this page for 2019–2022.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- IRS filings on file for fiscal years 2020–2022
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