Sherman Foundation

California
Registered In
12/27/1951
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Sherman Foundation at 567 San Nicolas Dr STE 220, Newport Beach, Ca 92660 lists Gary Pickett and Brad Avery of Newport Beach, CA as associates.

Overview

Registered In
California
Incorporation Date
Company Type
Nonprofit Corporation - Out of State
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
Delaware
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People

Gary Pickett Individual Agent
567 SAN NICOLAS DR STE 220, NEWPORT BEACH, CA 92660
Gary Pickett CEO
567 SAN NICOLAS DR STE 220, NEWPORT BEACH, CA 92660
Gary Pickett Chief Financial Officer
567 SAN NICOLAS DR STE 220, NEWPORT BEACH, CA 92660
Brad Avery Vice President
567 SAN NICOLAS DR STE 220, NEWPORT BEACH, CA 92660
D.T. Daniels Secretary
567 SAN NICOLAS DR STE 220, NEWPORT BEACH, CA 92660
Tim Collins Treasurer
567 SAN NICOLAS DR STE 220, NEWPORT BEACH, CA 92660
Showing current associates only (6 of 9 total associates). Create a free account to see the full associate history

Map & Locations

567 SAN NICOLAS DR STE 220, NEWPORT BEACH, CA 92660 (Mailing) View Map

Financials

Financial Information for Sherman Foundation

Form 5500

SHERMAN FOUNDATION

567 San Nicolas Drive STE 220, Newport Beach, Ca 92660 (949) 642-1626 EIN:95-2672431 Plan Admin:Gary Pickett
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY32 / 34 Assets BOY/EOY$547,812 / $760,981 2023 SHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 32 / 34 $547,812 / $760,981
2022 Plan NameSHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY29 / 28 Assets BOY/EOY$874,600 / $547,812 2022 SHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 29 / 28 $874,600 / $547,812
2021 Plan NameSHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY30 / 28 Assets BOY/EOY$680,808 / $874,600 2021 SHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 30 / 28 $680,808 / $874,600
2020 Plan NameSHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY29 / 30 Assets BOY/EOY$493,172 / $680,808 2020 SHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 29 / 30 $493,172 / $680,808
2019 Plan NameSHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY27 / 26 Assets BOY/EOY$324,298 / $493,172 2019 SHERMAN FOUNDATION 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 27 / 26 $324,298 / $493,172
Benefit & Retirement Plans based on Form 5500.
Form 990

SHERMAN FOUNDATION

567 San Nicolas Dr STE 220, Newport Beach, Ca 92660-6510 EIN:95-2672431 Deductibility:Contributions are deductible Classification:Charitable Organization Type:Fund Raising & Fund Distribution
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps44 Contributions$1,018,674 Revenue$2,966,996 Expenses$2,584,599 Assets EOY$20,971,786 Liabilities$177,563 2022 44 $1,018,674 $2,966,996 $2,584,599 $20,971,786 $177,563
2021 # of Emps33 Contributions$564,551 Revenue$2,139,928 Expenses$2,134,261 Assets EOY$20,536,448 Liabilities$124,622 2021 33 $564,551 $2,139,928 $2,134,261 $20,536,448 $124,622
2020 # of Emps37 Contributions$669,693 Revenue$1,724,352 Expenses$1,913,403 Assets EOY$20,509,157 Liabilities$102,998 2020 37 $669,693 $1,724,352 $1,913,403 $20,509,157 $102,998
2019 # of Emps37 Contributions$426,846 Revenue$1,686,189 Expenses$1,951,690 Assets EOY$20,679,075 Liabilities$85,030 2019 37 $426,846 $1,686,189 $1,951,690 $20,679,075 $85,030
2018 # of Emps33 Contributions$420,696 Revenue$1,369,792 Expenses$1,704,748 Assets EOY$20,923,123 Liabilities$63,577 2018 33 $420,696 $1,369,792 $1,704,748 $20,923,123 $63,577
Tax Returns based on Form 990 & 990N.

Linked Companies

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Address Match:567 San Nicolas Dr Ste 220 Newport Beach, CA
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Person/City Match:Gary Pickett - Newport Beach, CA
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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor • Internal Revenue Service
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