Sherlock Family Foundation
Sherlock Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Weston, CT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $459K in total assets. In 2024, it awarded 21 grants totaling $38K. Net investment income was $72K.
Key facts about Sherlock Family Foundation
- EIN
- 87-6910438
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $37,849
- Grants made (2024)
- 21
- Average grant
- $1,802
- Median grant
- $1,000
- New grantees (estimate)
- 29% first-time grantees (6 of 21, 2024)
- Total assets
- $458,794
- Primary geography
- Connecticut (57% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Sherlock Family Foundation funds
By grant dollars, the top recipient states for Sherlock Family Foundation's 21 itemized 2024 grants were Connecticut (57%), Indiana (17%) and Pennsylvania (13%). The most frequent recipient cities were Weston, CT (9 grants), Norwalk, CT (4 grants) and Westport, CT (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Sherlock Family Foundation open to new grantees?
29%
first-time grantees, 2024
In 2024, 6 of 21 grantees (29%) were first-time recipients. First grants averaged $3K; repeat grants $1K. How we count
Medians: $2K first-time, $1K repeat.
- 62% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out 68% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2022–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Sherlock Family Foundation
- How to evaluate Sherlock Family Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
- Draft an LOI to Sherlock Family Foundation with AI
AI grant writing that drafts from your organization’s own materials, in your voice.
- Track this opportunity in a free grant tracker
A free Google Sheets or Excel template for deadlines, award terms, and reports due.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$459K
+7.3% YoY
Annual Giving
$38K
+18.3% YoY
Grant Count
21
+23.5% YoY
Avg Grant Size
$2K
-4.3% YoY
Under IRS private-foundation payout rules, Sherlock Family Foundation reported a distributable amount of $56K for 2024 — the minimum it must pay out in qualifying distributions.
About Sherlock Family Foundation
Based on IRS filings
Sherlock Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Weston, CT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $459K in total assets. In 2024, it awarded 21 grants totaling $38K. Net investment income was $72K.
Focus Areas
Ready to take the next step with Sherlock Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 21 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $458,794 | $427,447 | $902,162 |
| Revenue | $84,615 | $36,528 | $28,457 |
| Expenses | $49,977 | $45,608 | $33,343 |
| Qualifying Distributions | $37,849 | $32,000 | $25,000 |
| Net Investment Income | $72,487 | $22,920 | $20,114 |
| Distributable Amount | $55,931 | $47,893 | $40,923 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
58 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Zeta Tau Alpha Foundation ($6,350), Penn State University ($5,000), Al's Angels ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ZETA TAU ALPHA FOUNDATION Carmel, IN | GENERAL CHARITABLE PURPOSES | $6,350 |
| PENN STATE UNIVERSITY State College, PA | GENERAL CHARITABLE PURPOSES | $5,000 |
| AL'S ANGELS Westport, CT | GENERAL CHARITABLE PURPOSES | $2,500 |
| ASPETUCK LAND TRUST Westport, CT | GENERAL CHARITABLE PURPOSES | $2,500 |
| FILLING IN THE BLANKS Norwalk, CT | GENERAL CHARITABLE PURPOSES | $2,500 |
| LACHAT TOWN FARM Weston, CT | GENERAL CHARITABLE PURPOSES | $2,500 |
| BOOMER ESIASON FOUNDATION Bethesda, MD | GENERAL CHARITABLE PURPOSES | $2,500 |
| WESTON COMMUNITY FOOD PANTRY Weston, CT | GENERAL CHARITABLE PURPOSES | $2,000 |
| TUNNEL TO TOWERS FOUNDATION Staten Island, NY | GENERAL CHARITABLE PURPOSES | $1,500 |
| ADAPTIVE SPORTS PARTNERS Franconia, NH | GENERAL CHARITABLE PURPOSES | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| William Sherlock Jr | Trustee | 2 | — |
| Cindy Sherlock | Trustee | 2 | — |
| William Sherlock III | Trustee | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Sherlock Family Foundation?
Sherlock Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Weston, CT. It holds $459K in total assets as of 2024.
How large is Sherlock Family Foundation?
As of 2024, Sherlock Family Foundation holds $459K in total assets with $85K in annual revenue. It awarded 21 grants totaling $38K in 2024.
Where does Sherlock Family Foundation operate?
Sherlock Family Foundation has awarded grants in Connecticut, Indiana, Maryland, New Hampshire, New York, Pennsylvania.
What size grants does Sherlock Family Foundation award?
In 2024, Sherlock Family Foundation awarded 21 grants totaling $38K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Sherlock Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Sherlock Family Foundation reported a distributable amount of $56K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Sherlock Family Foundation's EIN?
Sherlock Family Foundation's EIN (Employer Identification Number) is 87-6910438. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in Sherlock Family Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Ge Aerospace Foundation
Norwalk, CT
Assets
$22.5M
Grants
2,467
Total Given
$15.3M
Sherlock Charitable Foundation
Weston, CT
Assets
$918K
Grants
3
Total Given
$114K
Newman's Own Foundation
Westport, CT
Assets
$215.7M
Grants
169
Total Given
$12.0M
Chubb Charitable Foundation
Philadelphia, PA
Assets
$74.9M
Grants
3,719
Total Given
$6.3M
Fairfield County's Community Foundation
Norwalk, CT
Assets
$291.4M
Grants
448
Total Given
$25.7M
Arthur J Gallagher Foundation
Rolling Meadows, IL
Assets
—
Grants
2,692
Total Given
$1.6M
American Savings Foundation Inc
New Britain, CT
Assets
$98.1M
Grants
636
Total Given
$3.2M
Hartford Foundation for Public Giving
Hartford, CT
Assets
$1.2B
Grants
613
Total Given
$51.5M
Eversource Energy Foundation Inc
Hartford, CT
Assets
$12.5M
Grants
606
Total Given
$6.2M
The Community Foundation for Greater New
New Haven, CT
Assets
$627.4M
Grants
505
Total Given
$23.4M
The Pfizer Foundation Inc
New York, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
Jpmorgan Chase Foundation
New York, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
More Funders in Connecticut
Data last updated September 2026. Sourced from IRS Form 990-PF filings.