STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

STERLING CHARITABLE GIFT FUND TR: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
STERLING CHARITABLE GIFT FUND TR (EIN 54-1978669)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202423209349309537
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T11:11:59-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541891079PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STERLING MANAGEMENT GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY SUITE 22AddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20170ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541978669EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STERLING CHARITABLE GIFT FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTERBusinessNameControlTxt
Phone7034716060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY 22AddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFIRAS BARZINJIPersonNm
Person TitleVICE PRESIDENT/TRUSTEEPersonTitleTxt
Phone7034716060PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWASEEM ZAFARPreparerPersonNm
PTINP00640415PTIN
Phone7034716060PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFIRAS BARZINJIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY SUITE 22AddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20170ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,493,980GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1999FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTO RECEIVE AND DISTRIBUTE CONTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS AND INDIVIDUALS.ActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,343,353PYContributionsGrantsAmt
CY Contributions Grants$959,003CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,003,005PYInvestmentIncomeAmt
CY Investment Income$510,304CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,346,358PYTotalRevenueAmt
CY Total Revenue$1,469,307CYTotalRevenueAmt
PY Grants And Similar Paid$2,787,562PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,570,282CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$100,979PYOtherExpensesAmt
CY Other Expenses$82,288CYOtherExpensesAmt
PY Total Expenses$2,888,541PYTotalExpensesAmt
CY Total Expenses$1,652,570CYTotalExpensesAmt
PY Revenues Less Expenses$457,817PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$183,263CYRevenuesLessExpensesAmt
Total Assets BOY$19,440,977TotalAssetsBOYAmt
Total Assets EOY$20,935,708TotalAssetsEOYAmt
Total Liabilities BOY$80,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$800,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,360,977NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,135,708NetAssetsOrFundBalancesEOYAmt
MissionTO RECEIVE AND DISTRIBUTE CONTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS AND INDIVIDUALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,459,439ExpenseAmt
Grant$1,459,439GrantAmt
DescASSISTANCE TO EXEMPT ORGANIZATIONS FOR HUMANITARIAN WORK IN THE U.S. & FINANCIAL ASSISTANCE AND PROGRAM SUPPORT TO VARIOUS SOCIAL ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$110,843ExpenseAmt
Grant$110,843GrantAmt
DescTUITION, FINANCIAL AND MEDICAL ASSISTANCE TO DISADVANTAGED INDIVIDUALS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,570,282TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing Body0MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWASEEM ZAFARPersonNm
Phone7034716060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY SUITE 22AddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20170ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
M YAQUB MIRZA PHD
PRESIDENT/TRUSTEE2.00Yes (X)Yes (X)$0$0$0
FIRAS BARZINJI
VICE PRESIDENT/COMPLIANCE0.50Yes (X)Yes (X)$322,306$0$11,037
FieldValueIRS element (for citing)
Total Reportable Comp From Org$322,306TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$11,037TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$959,003AllOtherContributionsAmt
Noncash Contributions$143,233NoncashContributionsAmt
Total Contributions$959,003TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$521,181TotalRevenueColumnAmt
Exclusion$521,181ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,796SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,673SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$10,877SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$10,877TotalRevenueColumnAmt
Related Or Exempt Func Income-$10,877RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,469,307TotalRevenueColumnAmt
Related Or Exempt Func Income-$10,877RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$521,181ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,459,439TotalAmt
Program Services$1,459,439ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$110,843TotalAmt
Program Services$110,843ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$50,000TotalAmt
Management And General$50,000ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,264TotalAmt
Management And General$12,264ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
INVESTMENT EXPENSES$19,984$19,984
BANK CHARGES$40$40

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,652,570TotalAmt
Program Services$1,570,282ProgramServicesAmt
Management And General$82,288ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,917,062BOYAmt
EOY$1,124,266EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$55,744BOYAmt
EOY$55,744EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,800,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,150,012BOYAmt
EOY$3,549,017EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,318,159BOYAmt
EOY$13,406,681EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,440,977BOYAmt
EOY$20,935,708EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$80,000BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$800,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$80,000BOYAmt
EOY$800,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,203,808BOYAmt
EOY$11,900,913EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,157,169BOYAmt
EOY$8,234,795EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,360,977BOYAmt
EOY$20,135,708EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,440,977BOYAmt
EOY$20,935,708EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$183,263ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$957,994OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,119,413CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,592,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,024,820CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,343,353CurrentTaxYearMinus1YearAmt
Current Tax Year$959,003CurrentTaxYearAmt
Total$12,039,320TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,119,413CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,592,731CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,024,820CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,343,353CurrentTaxYearMinus1YearAmt
Current Tax Year$959,003CurrentTaxYearAmt
Total$12,039,320TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$12,039,320PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$176,099CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$259,762CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,046,560CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,003,005CurrentTaxYearMinus1YearAmt
Current Tax Year$510,304CurrentTaxYearAmt
Total$2,995,730TotalAmt
FieldValueIRS element (for citing)
Total Support$15,035,050TotalSupportAmt
Public Support CY1700.80080PublicSupportCY170Pct
Public Support PY1700.83090PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,049,738BeginningYearBalanceAmt
End Year Balance$2,049,738EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,459,911BeginningYearBalanceAmt
End Year Balance$2,049,738EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,459,911BeginningYearBalanceAmt
End Year Balance$2,459,911EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$913,941BeginningYearBalanceAmt
Contributions$1,545,970ContributionsAmt
End Year Balance$2,459,911EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$665,941BeginningYearBalanceAmt
Contributions$248,000ContributionsAmt
End Year Balance$913,941EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
1000 SHARES OF MAR-JAC INVESTMENTS, INC.$1,741,000C
STERLING STOCK INVESTMENTS,INC$5,864,622F
STERLING INVESTMENT GROUP, LLC$1,190,151C
TUHAYE VENTURE PARTNERS I, LLC (KIWIVENTURE)$575,940C
KIWITECH, LLC-$5,032C
ALMS POULTRY, INC$4,040,000C
FieldValueIRS element (for citing)
Total Book Value Securities$13,406,681TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescNOTE PAYABLE - HUMANA CHARITABLEDesc
Amt$800,000Amt
FieldValueIRS element (for citing)
Total Liability$800,000TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationFINANCIAL ASSISTANCE TO INDIVIDUALS, AND PROGRAM ASSISTANCE TO OTHER EXEMPT ORGANIZATIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
FAITH
795 CENTER STREETHERNDONVA20170541961618501(C)3$265,000$0COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
ALL DULLES AREA MUSLIM SOCIETY
46903 SUGARLAND ROADSTERLINGVA20164311262759501(C)3$18,000$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICESPROGRAM ASSISTANCE - COMMUNITY SERVICES
INSTITUTE FOR SOCIAL POLICY AND UNDERSTANDING
6 PARKLANE BLVD SUITE 510DEARBORNMI48310383633581501(C)3$12,750$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
MULTIFAITH NEIGHBORS NETWORK INC
1870 RUFE SNOW DRKELLERTX76248831591539501(C)3$50,000$0COSTPROGRAM ASSISTANCE - COMMUNITY SOCIAL SERVICES
25 MISCELLANOUS ORGANIXED CHARITIES LESS THEN 2500
VARIOUSVARIOUSVA20170501(C)3$43,964$0COSTPROGRAM ASSISTANCE - COMMUNITY CENTERS/SOCIAL SERVICES
THE HUMAN DEVELOPMENT FOUNDATION OF NORTH AMERICA
1350 REMINGTON RDSUITE WSCHAUMBURGIL60173364184940501(C)3$6,000$0COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
THE ASU FOUNDATION
ARMSTRON HALL POBOX 872401TEMPEAZ85287501(C)3$15,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
GEORGE MASON UNIVERSITY FOUNDATION INC
4400 UNIVERSITY DRIVEFAIRFAXVA22030540603842501(C)3$25,000$0COSTDONATION - SCHOLARSHIPS/EDUCATIONAL SERVICE
NATIONAL RELIGIOUS CAMPAIGN AGAINST TORTURE
PO BOX 91820WASHINGTIONDC20090208832485501(C)3$12,500$0COSTPROGRAM ASSISTANCE - SOCIAL/COMMUNITY SERVICES - SHOULDER TO SHOULDER
CAIR
453 NEW JERSEY AVE SEWASHINGTIONDC20003770646756501(C)3$17,500$0COSTPROGRAM ASSISTANCE - COMMUNITY/SOCIAL SERVICES
AL FATIH ACADEMY
12300 PINECREST RDRESTONVA20191541981912501(C)3$13,500$0COSTPROGRAM ASSISTANCE - COMMUNITY/EDUCATIONAL SERVICES
THE MECCA CENTER
16W 560 91ST STREETWILLOWBROOKIL60527030499735501(C)3$25,000$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
WOMEN FOR WOMEN INTENATIONAL
2000 M STREET NW SUITE 200WASHINGTONDC20036521838756501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY / SOCIAL SERVICES
ISPU
1110 VERMONT AVE NW SUITE 500WASHINGTIONDC20005383633581501(C)3$12,750$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
THE COMPASSIONATE FRIENDS - TCF
16303 RAVINE RDLOS GATOSCA95030381798424501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY/SOCIAL SERVICES
UNITY PRODUCTION FOUNDATION
PO BOX 37621BALTIMOREMD21297770519274501(C)3$60,000$0COSTPROGRAM ASSISTANCE - COMMUNITY EDUCATIONAL SERVICES
CENTER FOR ISLAMOPHOBIA STUDIES
2425 CHANNING WAY 335BERKELEYCA94704473611429501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY/EDUCATIONAL SERVICES
THE MAQASID INSTITUTE
C/O 597 SUMMIT OAKS CTNASHVILLETN73721815384123501(C)3$85,000$0COSTPROGRAM ASSISTANCE - COMMUNITY EDUCATIONAL SERVICES
CLEVELAND CLINIC FOUNDATION
9500 EUCOD AVECLEVELANDOH44195340714585501(C)3$10,000$0COSTPROGRAM ASSISTANCE - HOSPITAL
SHENANDOAH UNIVERSITY
650 MILLWOOD AVE OFFICE 203WASHINGTIONVA22601540525605501(C)3$36,475$0COSTPROGRAM ASSISTANCE - BARZINJI INSTITUTE OF INTERNATIONAL COLLABORATION
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW SUITE 500WASHINGTIONDC20007530196603501(C)3$100,000$0COSTPROGRAM ASSISTANCE - BRIDGE INITIATIVE CURRENT USE FUND
AL-SALAAM CENTER
10035 BALTIMORE NATIONAL PIKEELLICOTT CITYMD21042501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY CENTER
IMRAN KHAN CANCER APPEAL INC
4 FOREST PARK DRFARMINGTONCT06032133626299501(C)3$6,000$0COSTPROGRAM ASSISTANCE - SOCIAL SERVICE
CENTER OF ISLAM IN THE CONTEMPORARY WORLD - CICW
459 HERNDON PARKWAY SUITE 22HERNDONVA20170832590688501(C)3$250,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
MOSUL RECOVERY FOUNDATION
221 PARKGATE DR SELEESBURGVA20175822172267501(C)3$100,000$0COSTPROGRAM ASSISTANCE - ORPHAN SUPPORT IN MOSUL
MUSLIM AMERICAN SOCIETY
9210 S OKETO AVEBRIDGEVIEWIL60455262503530501(C)3$50,000$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
MUSLIM AID USA
PO BOX 9725MCLEANVA22102462504422501(C)3$40,000$0COSTPROGRAM ASSISTANCE - HUMANITARIAN WORK REFUGEES
THE LIGHT HOUSE GROUP INC
1127 KILDAIRE FARM ROADCARYNC27511300875802501(C)3$100,000$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
FieldValueIRS element (for citing)
Total501c3 Org37Total501c3OrgCnt
Total Other Org46TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
TUITION ASSISTANCE3$21,347COST
FINANCIAL ASSISTANCE9$66,570COST

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:NONE
PART I, LINE 2 : NONEPART I, LINE 2 : NONE

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonFIRAS BARZINJIPersonNm
TitleVICE PRESIDENT/COMPLIANCETitleTxt
Base Compensation Filing Org$130,295BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$192,011BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$9,121DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$1,916NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$333,343TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonM YAQUB MIRZAPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionDIRECTOR & OFFICER OF THIS ORGANIZATION AND INDIRECT OWNER OF SMG, INC.RelationshipDescriptionTxt
Transaction$50,000TransactionAmt
TransactionSTERLING MANAGEMENT GROUP, INC PROVIDES, FOR A FEE, MANAGEMENT AND ACCOUNTING SERVICESTO THE ORGANIZATION. STERLING MANAGEMENT GROUP, INC IS OWNED INDIRECTLY, BY M.YAQUB MIRZA.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$143,232NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE TRUSTEES MAY ADD OR REPLACE TRUSTEES BY MAJORITY VOTE.
FORM 990, PART VI, SECTION A, LINE 8ATHE THREE MEMBERS OF THE GOVERNING BODY DO NOT FORMALLY MEET. THEY ENGAGE IN FORMAL DISCUSSIONS CONCERNING THE DONATIONS AND GRANTS THAT ARE MADE. THEIR DECISIONS ARE UNANIMOUS AND EMBODIED IN THE DISBURSEMENTS MADE.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DOES NOT HAVE COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD OF DIRECTORS REVIEWS THE FORM 990.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST
FORM 990, PART XI, LINE 9:UNREALIZED GAINES 957,994.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MARJAC INVESTMENTS INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY SUITE 22AddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20170ZIPCd
FieldValueIRS element (for citing)
EIN541978669EIN
Primary ActivitiesINVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1STERLING CHARITABLE GIFT FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of EOY Assets$2,228,442ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdPredominate IncomePredominateIncomeDescAll Partners C3 SAllPartnersC3SIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
STERLING INVESTMENT GROUP LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170541837645INVESTMENTSVAINVESTMENT, UNRELATED0$0$1,190,151000.18160
STERLING STOCK INVESTMENTS LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170541978669INVESTMENTSVAINVESTMENT, UNRELATED0$94,686$5,864,622000.12540
STERLING INFOGAIN FUND LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170541953971INVESTMENTSVAINVESTMENT, UNRELATED0$0$0000.00000
ALMS POULTRY INC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170843511811INVESTMENTSVAINVESTMENT, UNRELATED0$427,350$4,040,000000.85590
TUHAYE VENTURE PARTNERS 1 LLC
8000 TOWER CRESCENT DRIVEVIENNAVA22182814018885INVESTMENTSVAINVESTMENT, UNRELATED0$0$575,940000.03840
KIWITECH LLC
3030 K STREET NW 102WASHINGTONDC20007264310888INVESTMENTSVAINVESTMENT, UNRELATED0$0-$5,032000.02140
STERLING PFG LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170542047016INVESTMENTSVAINVESTMENT, UNRELATED0$0$0000.00000