The Sherlock Charitable Foundation

Private foundation · Grantmaker Lakeway, TX EIN: 87-6910473

The Sherlock Charitable Foundation is a private foundation, based in Lakeway, TX. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $469K in total assets. In 2025, it awarded 6 grants totaling $52K. Net investment income was $63K.

Key facts about The Sherlock Charitable Foundation

In short: The Sherlock Charitable Foundation gave $52K across 6 grants in 2025 (avg $9K), mostly in Texas. Source: 2025 IRS Form 990-PF.

EIN
87-6910473
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$51,500
Grants made (2025)
6
Average grant
$8,583
Median grant
$7,500
Total assets
$468,966
Primary geography
Texas (58% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$469K

-3.1% YoY

Annual Giving

$52K

+39.2% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$9K

+39.2% YoY

Under IRS private-foundation payout rules, The Sherlock Charitable Foundation reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.

How The Sherlock Charitable Foundation gives

  • Giving grew 72% from 2022 to 2025. Method
  • In 2025 it paid out 83% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of all 6 itemized 2025 grant dollars.

Cities

AustinBoulderSouth KentBronxHagerstownHorseheadsPort ChesterWallingfordWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants20224 grants20236 grants20246 grants2025

From 2022 to 2025, annual grant giving ranged from $29K (2023) to $52K (2025). In 2025 it made 6 grants totaling $52K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

International Mountain Biking Association: $20KInternational Mountain BikingAssociation$20KWe Are Blood: $15KWe Are Blood$15KCentral Texas Food Bank: $10KCentral Texas Food Bank$10KThe Trail Conservancy: $5KThe Trail Conservancy$5KSouth Kent School: $1KSouth Kent School$1KPuerto Rico Lacrosse: $500Puerto Rico Lacrosse$500

The largest 2025 recipient was International Mountain Biking Association ($20K). Together the top 6 received $52K.

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 18 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
International Mountain Biking Association Boulder, COGeneral Charitable Purposes$20,000
We Are Blood Austin, TXGeneral Charitable Purposes$15,000
Central Texas Food Bank Austin, TXGeneral Charitable Purposes$10,000
The Trail Conservancy Austin, TXGeneral Charitable Purposes$5,000
South Kent School South Kent, CTGeneral Charitable Purposes$1,000
Puerto Rico Lacrosse Horseheads, NYGeneral Charitable Purposes$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K2022202320242025
Metric202520242023
Total Assets$468,966$483,780$463,590
Revenue$75,896$50,967$42,759
Expenses$64,612$55,167$40,004
Qualifying Distributions$51,500$37,000$28,500
Net Investment Income$62,784$32,800$31,255
Distributable Amount$61,747$56,707$48,038

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  2. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  3. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  4. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  5. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

The Sherlock Charitable Foundation is led by Robert Sherlock, President on every filing since 2022; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Robert Sherlock

    President

    On filings since 2022

    1 hr/week

    No compensation reported

  • Cari Sherlock

    Vice President

    On filings since 2022

    1 hr/week

    No compensation reported

  • Mario Ferrante

    Treasurer

    On filings since 2022

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2022–2025. "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 The Sherlock Charitable Foundation

How much does The Sherlock Charitable Foundation give each year?

The Sherlock Charitable Foundation gave $52K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 6 grants.

What is The Sherlock Charitable Foundation's typical grant size?

The Sherlock Charitable Foundation's median grant in 2025 was $7,500, and its average grant was $8,583, across 6 grants on its 2025 IRS Form 990-PF.

Where does The Sherlock Charitable Foundation give grants?

The Sherlock Charitable Foundation gives mostly in Texas: 58% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Colorado (39%). The most frequent recipient cities were Austin, TX (3 grants).

Does The Sherlock Charitable Foundation give general operating support?

Yes: 100% of The Sherlock Charitable Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Sherlock Charitable Foundation's largest grantees?

The Sherlock Charitable Foundation's largest 2025 grantees include International Mountain Biking Association ($20,000), We Are Blood ($15,000) and Central Texas Food Bank ($10,000), according to its 2025 IRS Form 990-PF. Together they received 87% of its itemized 2025 grant dollars.

How large is The Sherlock Charitable Foundation?

The Sherlock Charitable Foundation reported $469K in total assets on its 2025 IRS Form 990-PF. It paid out $52K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets).

What is The Sherlock Charitable Foundation's EIN?

The Sherlock Charitable Foundation's EIN (Employer Identification Number) is 87-6910473. IRS Form 990 filing data is available on this page for 2022–2025.

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

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