Sherlock Family Foundation

WESTON, CT EIN: 87-6910438

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BethesdaBridgeportBronxCarmelFranconiaMilfordNorwalkPort ChesterSilver SpringState CollegeStaten IslandUniversity ParkWestonWestport

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$47K$70K$93K202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$19K$28K$38K20 grants202217 grants202321 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ZETA TAU ALPHA FOUNDATION$6KPENN STATE UNIVERSITY$5KAL'S ANGELS$3KASPETUCK LAND TRUST$3KFILLING IN THE BLANKS$3KLACHAT TOWN FARM$3KBOOMER ESIASON FOUNDATION$3KWESTON COMMUNITY FOOD PA…$2KTUNNEL TO TOWERS FOUNDAT…$2KADAPTIVE SPORTS PARTNERS$1K

Grant Size Distribution

58 grants across all recorded years

58<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Zeta Tau Alpha Foundation ($6,350), Penn State University ($5,000), Al's Angels ($2,500).

RecipientPurposeAmount
ADAPTIVE SPORTS PARTNERS FRANCONIA, NHGENERAL CHARITABLE PURPOSES$1,000
AL'S ANGELS WESTPORT, CTGENERAL CHARITABLE PURPOSES$2,500
ASPETUCK LAND TRUST WESTPORT, CTGENERAL CHARITABLE PURPOSES$2,500
BJ RYAN'S FOUNDATION NORWALK, CTGENERAL CHARITABLE PURPOSES$1,000
FILLING IN THE BLANKS NORWALK, CTGENERAL CHARITABLE PURPOSES$2,500
LACHAT TOWN FARM WESTON, CTGENERAL CHARITABLE PURPOSES$2,500
MID FAIRFIELD COMMUNITY CARE CENTER NORWALK, CTGENERAL CHARITABLE PURPOSES$1,000
WESTON COMMUNITY FOOD PANTRY WESTON, CTGENERAL CHARITABLE PURPOSES$2,000
WESTON EDUCATION FOUNDATION WESTON, CTGENERAL CHARITABLE PURPOSES$1,000
WESTON HISTORICAL SOCIETY WESTON, CTGENERAL CHARITABLE PURPOSES$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM SHERLOCK JRTRUSTEE2
CINDY SHERLOCKTRUSTEE2
WILLIAM SHERLOCK IIITRUSTEE2

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.

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Related Funders

Similar funders by location and focus area

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

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