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Nonprofit · EIN 87-6910438

SHERLOCK FAMILY FOUNDATION

Also known as WILLIAM F SHERLOCK JR TTEE

Tax-exempt · WESTON, CT 06883

Financials

$37K$46K2023$85K$50K2024$43K$64K2025
Revenue Expenses · by fiscal year end
Financials of SHERLOCK FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$42,789$64,353-$21,564$439,862$0$439,862
December 31, 2024990-PF$84,615$49,977$34,638$458,794$0$458,794
December 31, 2023990-PF$36,528$45,608-$9,080$427,447$0$427,447
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$15,868
Net gain from sales of assets
$26,921

Expenses

Grants and similar amounts paid
$50,900
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$50,900
Excise tax on investment income
$408

Balance sheet and other

Total assets, start of year
$458,794
Total assets, end of year
$439,862
Total liabilities, end of year
$0
Net assets, end of year
$439,862
Fair market value of assets
$1,344,799
Qualifying distributions
$50,900
Net investment income
$42,789

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.

NameTitleHours / weekCompensation
WILLIAM SHERLOCK JR
7 BRADLEY ROAD, WESTON, CT 06883
TRUSTEE2$0
CINDY SHERLOCK
7 BRADLEY ROAD, WESTON, CT 06883
TRUSTEE2$0
WILLIAM SHERLOCK III
7 BRADLEY ROAD, WESTON, CT 06883
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
WILLIAM SHERLOCK JR
7 BRADLEY ROAD, WESTON, CT 06883
TRUSTEE2$0
CINDY SHERLOCK
7 BRADLEY ROAD, WESTON, CT 06883
TRUSTEE2$0
WILLIAM SHERLOCK III
7 BRADLEY ROAD, WESTON, CT 06883
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
WILLIAM SHERLOCK JR
7 BRADLEY ROAD, WESTON, CT 06883
TRUSTEE2$0
CINDY SHERLOCK
7 BRADLEY ROAD, WESTON, CT 06883
TRUSTEE2$0
WILLIAM SHERLOCK III
7 BRADLEY ROAD, WESTON, CT 06883
TRUSTEE2$0

Address and contacts

Address (IRS master file)
7 BRADLEY RD, WESTON, CT 06883-2001
Signed the 990-PF
WILLIAM SHERLOCK, PRESIDENT
Phone
(203) 341-0171
Return prepared by
KOLBRENNER & ALEXANDER CPA'S 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-6910438
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
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$439,862
Income (IRS master file)
$164,137

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$42,789$64,353$439,862IRS
990-PFDecember 2024$84,615$49,977$458,794IRS
990-PFDecember 2023$36,528$45,608$427,447XML
990-PFDecember 2022–––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 87-6910438).

Questions about SHERLOCK FAMILY FOUNDATION

What is the EIN of SHERLOCK FAMILY FOUNDATION?
The employer identification number (EIN) of SHERLOCK FAMILY FOUNDATION is 87-6910438.
Is SHERLOCK FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to SHERLOCK FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHERLOCK FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SHERLOCK FAMILY FOUNDATION 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 SHERLOCK FAMILY FOUNDATION 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 SHERLOCK FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does SHERLOCK FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $42,789, expenses of $64,353 and total assets of $439,862 at year end.

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