Civic Intelligence

Sherlock Charitable Foundation

990PF • Fiscal year 2022 • EIN 13-3837377

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profile
7 Bradley RoadWeston, CT 06883

(203) 341-0171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-13484%

Higher net margin than 1% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-99%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $917,582 (-100%) from 2021

Net Assets

Down

$0

Down $917,582 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$884

Down $130,459 (-99%) from 2021

Expenses

Up

$120,084

Up $2,823 (+2.4%) from 2021

Net Income

Down

-$119,200

Down $133,282 (-946%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,004,444Liabilities 2011: $02011Assets 2012: $999,007Liabilities 2012: $12012Assets 2013: $960,200Liabilities 2013: $1Net Assets 2013: $960,2002013Assets 2014: $921,873Liabilities 2014: $1Net Assets 2014: $921,8732014Assets 2015: $882,404Liabilities 2015: $1Net Assets 2015: $882,4042015Assets 2016: $839,445Liabilities 2016: $0Net Assets 2016: $839,4452016Assets 2017: $788,219Liabilities 2017: $0Net Assets 2017: $788,2192017Assets 2018: $752,437Liabilities 2018: $0Net Assets 2018: $752,4372018Assets 2019: $951,185Liabilities 2019: $0Net Assets 2019: $951,1852019Assets 2020: $912,211Liabilities 2020: $1Net Assets 2020: $912,2112020Assets 2021: $917,582Liabilities 2021: $0Net Assets 2021: $917,5822021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2011: $77,925Expenses 2011: $56,655Net Income 2011: $21,2702011Revenue 2012: $27,735Expenses 2012: $59,669Net Income 2012: -$31,9342012Revenue 2013: $29,175Expenses 2013: $65,546Net Income 2013: -$36,3712013Revenue 2014: $35,735Expenses 2014: $66,930Net Income 2014: -$31,1952014Revenue 2015: $29,025Expenses 2015: $69,034Net Income 2015: -$40,0092015Revenue 2016: $30,108Expenses 2016: $71,050Net Income 2016: -$40,9422016Revenue 2017: $14,003Expenses 2017: $63,071Net Income 2017: -$49,0682017Revenue 2018: $38,384Expenses 2018: $73,417Net Income 2018: -$35,0332018Revenue 2019: $279,330Expenses 2019: $84,399Net Income 2019: $194,9312019Revenue 2020: $69,855Expenses 2020: $101,375Net Income 2020: -$31,5202020Revenue 2021: $131,343Expenses 2021: $117,261Net Income 2021: $14,0822021Revenue 2022: $884Expenses 2022: $120,084Net Income 2022: -$119,2002022

Highlighted filing

2022

Revenue$884
Expenses$120,084
Net Income-$119,200
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM SHERLOCKPresident And Director-$0--
ROBERT SHERLOCKV Pres And Director-$0--
Filing and Contact Details

Filer

Filer Name
Sherlock Charitable Foundation
EIN
13-3837377
Phone
2033410171
Address
7 BRADLEY ROAD, WESTON, CT 06883

Signing Officer

Name
Isabelle Sherlock
Title
President
Phone
2033410171
Signed
2023-05-11

Preparer

Firm
KOLBRENNER & ALEXANDER CPA'S LLC
Address
2777 SUMMER STREET SUITE 501, STAMFORD, CT 06905
Preparer
Max Kolbrenner
Phone
2038693199
Raw XML Appendix320 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04000
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0THE SHERLOCK FAMILY FOUNDATION
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1THE SHERLOCK CHARITABLE FOUNDATION
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0407920
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt1407920
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0STOCKS HELD AT UBS FINANCIAL SERVICES
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1STOCKS HELD AT UBS FINANCIAL SERVICES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc08000 SHS MERCK & CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18000 SHS TARGET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc285 SHS SPOTIFY TECHNOLOGY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM SHERLOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT SHERLOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V PRES AND DIRECTOR
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt256865
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WESTON PBA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE SHERLOCK FAMILY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE SHERLOCK CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt056 NORFIELD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17 BRADLEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2803 ELECTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WESTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAKEWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006883
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106883
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278734
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0113990
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt013718
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0100272
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013718
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0113990
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0100272
LiquidationExplanationStmt/ExplanationTxt0THIS FOUNDATION WAS LIQUIDATED IN 2022 AND THE ASSETS WERE TRANSFERRED INTO TWO NEW FOUNDATIONS, WHICH ARE: THE SHERLOCK FAMILY FOUNDATION 7 BRADLEY ROAD WESTON, CT 06883 EIN:87-6910438 THE SHERLOCK CHARITABLE FOUNDATION 803 ELECTRA LAKEWAY, TX 78737 EIN: 87-6910473
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0399191
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1399191
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER 50% OF ASSETS TO "THE SHERLOCK FAMILY FDN" EIN: 87-6910438
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1TRANSFER 50% OF ASSETS TO "THE SHERLOCK CHARITABLE FDN" EIN: 87-6910473
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02094
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02094
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ISABELLE SHERLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02033410171
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERLOCK CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0133837377
ReturnHeader/Filer/PhoneNum02033410171
ReturnHeader/Filer/USAddress/AddressLine1Txt07 BRADLEY ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006883
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060991495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLBRENNER & ALEXANDER CPA'S LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02777 SUMMER STREET SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAMFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006905
ReturnHeader/PreparerPersonGrp/PhoneNum02038693199
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAX KOLBRENNER
ReturnHeader/ReturnTs02023-05-11T13:38:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ISABELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHERLOCK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$884
Expenses
$120,084
Net income
-$119,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.12$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.13$0.12$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.07$0.10$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.28$0.08$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$0.04$0.07$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.01$0.06$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.03$0.07$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.03$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.07$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.07$0.04
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.03$0.06$0.03
2011Summary only. Only limited summary data is available for this year.$1.00$0.00$0.08$0.06$0.02