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STERLING CHARITABLE GIFT FUND TR: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STERLING CHARITABLE GIFT FUND TR (EIN 54-1978669)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349305774
Schema version
2021v4.2
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)
Return2022-11-15T09:34:49-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2021-01-01TaxPeriodBeginDt

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)
PersonMUHAMMAD ASHRAFPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone7034716060PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMUHAMMADPersonFirstNm
Person LastASHRAFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWASEEM ZAFARPreparerPersonNm
PTINP00640415PTIN
Phone7034716060PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMUHAMMAD ASHRAFPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY SUITE 22AddressLine1Txt
CityHERNDONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20170ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$7,071,380GrossReceiptsAmt
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 Body4VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,612,731PYContributionsGrantsAmt
CY Contributions Grants$6,024,820CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$259,762PYInvestmentIncomeAmt
CY Investment Income$1,046,560CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,872,493PYTotalRevenueAmt
CY Total Revenue$7,071,380CYTotalRevenueAmt
PY Grants And Similar Paid$1,059,829PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$893,897CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$122,000PYSalariesCompEmpBnftPaidAmt
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$246,615PYOtherExpensesAmt
CY Other Expenses$155,673CYOtherExpensesAmt
PY Total Expenses$1,428,444PYTotalExpensesAmt
CY Total Expenses$1,049,570CYTotalExpensesAmt
PY Revenues Less Expenses$444,049PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,021,810CYRevenuesLessExpensesAmt
Total Assets BOY$13,381,756TotalAssetsBOYAmt
Total Assets EOY$20,961,268TotalAssetsEOYAmt
Total Liabilities BOY$7,648TotalLiabilitiesBOYAmt
Total Liabilities EOY-$5,496TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,374,108NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,966,764NetAssetsOrFundBalancesEOYAmt
MissionTO RECEIVE AND DISTRIBUTE CONTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS AND INDIVIDUALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$861,261ExpenseAmt
Grant$861,261GrantAmt
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$32,636ExpenseAmt
Grant$32,636GrantAmt
DescTUITION, FINANCIAL AND MEDICAL ASSISTANCE TO DISADVANTAGED INDIVIDUALS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$893,897TotalProgramServiceExpensesAmt
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 Liabilities0ReportOtherLiabilitiesInd
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 Document1IRPDocumentCnt
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
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members4GoverningBodyVotingMembersCnt
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 (4 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$79,000$14,841
FIRAS BARZINJI
VICE PRESIDENT/COMPLIANCE0.50Yes (X)Yes (X)$0$233,999$21,535
MUHAMMAD ASHRAF
SECRETARY/TRUSTEE0.50Yes (X)Yes (X)$0$0$0
ASMA MIRZA
TRUSTEE0.10Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$312,999TotReportableCompRltdOrgAmt
Total Other Compensation$36,376TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$6,024,820AllOtherContributionsAmt
Noncash Contributions$310,773NoncashContributionsAmt
Total Contributions$6,024,820TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,046,560TotalRevenueColumnAmt
Exclusion$1,046,560ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,071,380TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,046,560ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$861,261TotalAmt
Program Services$861,261ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$32,636TotalAmt
Program Services$32,636ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$15,371TotalAmt
Management And General$15,371ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$130,037TotalAmt
Management And General$130,037ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,200TotalAmt
Management And General$1,200ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
PROFESSIONAL SERVICES$9,000$9,000
BANK CHARGES$65$65

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,049,570TotalAmt
Program Services$893,897ProgramServicesAmt
Management And General$155,673ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$559,812BOYAmt
EOY$5,038,813EOYAmt

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$334,520BOYAmt
EOY$334,520EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,155,156BOYAmt
EOY$3,917,366EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,276,524BOYAmt
EOY$11,614,825EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,381,756BOYAmt
EOY$20,961,268EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,930BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY-$3,282BOYAmt
EOY-$5,496EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,648BOYAmt
EOY-$5,496EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,671,957BOYAmt
EOY$11,820,196EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,702,151BOYAmt
EOY$9,146,568EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,374,108BOYAmt
EOY$20,966,764EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,381,756BOYAmt
EOY$20,961,268EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,021,810ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$1,570,846OtherChangesInNetAssetsAmt
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$197,242CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,988,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,119,413CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,592,731CurrentTaxYearMinus1YearAmt
Current Tax Year$6,024,820CurrentTaxYearAmt
Total$10,922,760TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197,242CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,988,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,119,413CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,592,731CurrentTaxYearMinus1YearAmt
Current Tax Year$6,024,820CurrentTaxYearAmt
Total$10,922,760TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$10,922,760PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$204,963CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$174,588CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$176,099CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$259,762CurrentTaxYearMinus1YearAmt
Current Tax Year$1,046,560CurrentTaxYearAmt
Total$1,861,972TotalAmt
FieldValueIRS element (for citing)
Total Support$12,784,732TotalSupportAmt
Public Support CY1700.85440PublicSupportCY170Pct
Public Support PY1700.84130PublicSupportPY170Pct
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$2,459,911BeginningYearBalanceAmt
End Year Balance$2,459,911EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$665,941BeginningYearBalanceAmt
Contributions$248,000ContributionsAmt
End Year Balance$913,941EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$420,441BeginningYearBalanceAmt
Contributions$245,500ContributionsAmt
End Year Balance$665,941EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$420,441BeginningYearBalanceAmt
End Year Balance$420,441EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (10 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
1000 SHARES OF MAR-JAC INVESTMENTS, INC.$1,341,000C
STERLING STOCK INVESTMENTS,INC$3,960,789F
STERLING INVESTMENT GROUP, LLC$1,191,450C
STERLING INFOGAIN FUND, LLC$24,611C
STERLING LYNUX WORKS, LLC$61,858C
TUHAYE VENTURE PARTNERS I, LLC (KIWIVENTURE)$909,685C
KIWITECH, LLC$75,404C
STERLING PFG, LLC$27C
STERLING LYNUX WORKS,II, LLC$10,000C
ALMS POULTRY, INC$4,040,000C
FieldValueIRS element (for citing)
Total Book Value Securities$11,614,824TotalBookValueSecuritiesAmt

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 (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
FAITH
795 CENTER STREETHERNDONVA20170541961618501(C)3$200,000$0COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
INSTITUTE FOR SOCIAL POLICY AND UNDERSTANDING
6 PARKLANE BLVD SUITE 510DEARBORNMI48310383633581501(C)3$25,000$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
BIRMINGHAM ISLAMIC SOCIETY JASPER
1754 STORMAWAY LANEHOOVERAL35226630831095501(C)3$25,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
MULTIFAITH NEIGHBORS NETWORK INC
1870 RUFE SNOW DRKELLERTX76248831591539501(C)3$50,000$0COSTPROGRAM ASSISTANCE - COMMUNITY SOCIAL SERVICES
INTERNATIONAL INTERFAITH PEACE CORPS
560 HERNDON PARKWAY SUITE 212HERNDONVA20170352418877501(C)3$100,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL/COMMUNITY SERVICES
ADAMS ENDOWMENT FUND
46903 SUGARLAND ROADSTERLINGVA20164593835394501(C)3$7,500$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
THE ASU FOUNDATION
ARMSTRON HALL POBOX 872401TEMPEAZ85287501(C)3$20,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
EMGAGE FOUNDATION INC
3425 US HWY 98NLAKELANDFL33809261441032501(C)3$50,000$0COSTDONATION - COMMUNITY/EDUCATIONAL SERVICE
WILLIAM AND MARY - GLOBAL RESEARCH INSTITUTE FUND
PO BOX 1693WILLIAMSBURGVA23187501(C)3$15,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
SINGH FAMILY CHARITABLE FUND
16303 RAVINE RDLOS GATOSCA95030501(C)3$100,000$0COSTPROGRAM ASSISTANCE - COMMUNITY/SOCIAL SERVICES
AMERICAN ISLAMIC COLLEGE
640 W IRVING PARK RDCHICAGOIL60613501(C)3$10,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
ANNISTON ISLAMIC CENTER
1821 MCCALL DRANNISTONAL36207501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY CENTER
ISLAMIC ACADEMY OF ALABAMA
1810 25TH CT SHOMEWOODAL35209501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY CENTER
CENTER FOR ISLAMOPHOBIA STUDIES
2425 CHANNING WAY 335BERKELEYCA94704473611429501(C)3$20,000$0COSTPROGRAM ASSISTANCE - COMMUNITY/EDUCATIONAL SERVICES
MUSLIM LIFE AT PENN
118 S 37TH STPHILADELPHIAPA19104501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY/EDUCATIONAL SERVICES
THE MAQASID INSTITUTE
C/O 597 SUMMIT OAKS CTNASHVILLETN73721501(C)3$42,500$0COSTPROGRAM ASSISTANCE - COMMUNITY EDUCATIONAL SERVICES
NORTH AMERICAN IMAM FEDERATION
C/O DR AMOHAMED 4580 HELEN STDEARBORNMI48126134276058501(C)3$75,000$0COSTPROGRAM ASSISTANCE - COMMUNITY IMAMS EDUCATIONAL SERVICES

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
TUITION ASSISTANCE2$10,152COST
FINANCIAL ASSISTANCE2$21,000COST

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$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$119,406CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$114,593BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$21,535NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$255,534TotalCompensationRltdOrgsAmt
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$15,371TransactionAmt
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
Contribution3ContributionCnt
Noncash Contributions Rpt F990$310,773NoncashContributionsRptF990Amt
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 FOUR 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 GAIN/LOSS 1,570,846.

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 Total Income$450,000ShareOfTotalIncomeAmt
Share Of EOY Assets$2,239,767ShareOfEOYAssetsAmt
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 (9 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$1,191,450000.18160
STERLING STOCK INVESTMENTS LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170541978669INVESTMENTSVAINVESTMENT, UNRELATED0$343,972$3,960,789000.07370
STERLING INFOGAIN FUND LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170541953971INVESTMENTSVAINVESTMENT, UNRELATED0$0$24,611000.02560
ALMS POULTRY INC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170843511811INVESTMENTSVAINVESTMENT, UNRELATED0$0$4,040,000000.85590
STERLING LYNUX WORKS LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170364354159INVESTMENTSVAINVESTMENT, UNRELATED0$0$61,858000.01680
TUHAYE VENTURE PARTNERS 1 LLC
8000 TOWER CRESECNT DRIVEVIENNAVA22182814018885INVESTMENTSVAINVESTMENT, UNRELATED0$116,759$909,685000.03840
KIWITECH LLC
3030 K STREET NW 102WASHINGTONDC20007264310888INVESTMENTSVAINVESTMENT, UNRELATED0$0$75,404000.00790
STERLING PFG LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170542047016INVESTMENTSVAINVESTMENT, UNRELATED0$0$54000.05950
STERLING LYNUX WORKS II LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170010751517INVESTMENTSVAINVESTMENT, UNRELATED0$0$10,00000