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STERLING CHARITABLE GIFT FUND TR: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STERLING CHARITABLE GIFT FUND TR (EIN 54-1978669)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349311883
Schema version
2024v5.2
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)
Return2025-11-17T13:13:13-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-17SignatureDt
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)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$3,627,309GrossReceiptsAmt
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$959,003PYContributionsGrantsAmt
CY Contributions Grants$3,063,831CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$510,304PYInvestmentIncomeAmt
CY Investment Income$563,478CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,469,307PYTotalRevenueAmt
CY Total Revenue$3,627,309CYTotalRevenueAmt
PY Grants And Similar Paid$1,570,282PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,510,640CYGrantsAndSimilarPaidAmt
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$82,288PYOtherExpensesAmt
CY Other Expenses$337,339CYOtherExpensesAmt
PY Total Expenses$1,652,570PYTotalExpensesAmt
CY Total Expenses$1,847,979CYTotalExpensesAmt
PY Revenues Less Expenses-$183,263PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,779,330CYRevenuesLessExpensesAmt
Total Assets BOY$20,935,708TotalAssetsBOYAmt
Total Assets EOY$23,974,393TotalAssetsEOYAmt
Total Liabilities BOY$800,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$600,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$20,135,708NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,374,393NetAssetsOrFundBalancesEOYAmt
MissionTO RECEIVE AND DISTRIBUTE CONTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS AND INDIVIDUALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,395,643ExpenseAmt
Grant$1,395,643GrantAmt
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$114,997ExpenseAmt
Grant$114,997GrantAmt
DescTUITION, FINANCIAL AND MEDICAL ASSISTANCE TO DISADVANTAGED INDIVIDUALS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,510,640TotalProgramServiceExpensesAmt
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 Required0ScheduleJRequiredInd
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
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 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
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

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)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,063,831AllOtherContributionsAmt
Noncash Contributions$779,334NoncashContributionsAmt
Total Contributions$3,063,831TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$563,478TotalRevenueColumnAmt
Exclusion$563,478ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,627,309TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$563,478ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,395,643TotalAmt
Program Services$1,395,643ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$114,997TotalAmt
Program Services$114,997ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$55,000TotalAmt
Management And General$55,000ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$35,428TotalAmt
Management And General$35,428ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
INVESTMENT EXPENSES$246,445$246,445
OFFICE SUPPLIES$266$266
BANK CHARGES$200$200

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,847,979TotalAmt
Program Services$1,510,640ProgramServicesAmt
Management And General$337,339ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,124,266BOYAmt
EOY$1,133,247EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,403,857EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$55,744BOYAmt
EOY$435,188EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,549,017BOYAmt
EOY$4,318,109EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,406,681BOYAmt
EOY$15,683,992EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,935,708BOYAmt
EOY$23,974,393EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$800,000BOYAmt
EOY$600,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$800,000BOYAmt
EOY$600,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,900,913BOYAmt
EOY$13,144,883EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,234,795BOYAmt
EOY$10,229,510EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,135,708BOYAmt
EOY$23,374,393EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,935,708BOYAmt
EOY$23,974,393EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,779,330ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$1,459,355OtherChangesInNetAssetsAmt
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$1,592,731CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,024,820CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,343,353CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$959,003CurrentTaxYearMinus1YearAmt
Current Tax Year$3,063,831CurrentTaxYearAmt
Total$13,983,738TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,592,731CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,024,820CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,343,353CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$959,003CurrentTaxYearMinus1YearAmt
Current Tax Year$3,063,831CurrentTaxYearAmt
Total$13,983,738TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$13,983,738PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$259,762CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,046,560CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,003,005CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$510,304CurrentTaxYearMinus1YearAmt
Current Tax Year$563,478CurrentTaxYearAmt
Total$3,383,109TotalAmt
FieldValueIRS element (for citing)
Total Support$17,366,847TotalSupportAmt
Public Support CY1700.80520PublicSupportCY170Pct
Public Support PY1700.80080PublicSupportPY170Pct
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$2,049,738BeginningYearBalanceAmt
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$2,049,738EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$913,941BeginningYearBalanceAmt
Contributions$1,545,970ContributionsAmt
End Year Balance$2,459,911EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (8 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
1000 SHARES OF MAR-JAC INVESTMENTS, INC.$1,741,000C
STERLING STOCK INVESTMENTS,INC$7,481,353F
STERLING INVESTMENT GROUP, LLC$1,189,502C
TUHAYE VENTURE PARTNERS I, LLC (KIWIVENTURE)$566,774C
KIWITECH, LLC-$5,032C
ALMS POULTRY, INC$4,040,000C
OSP EMBEDDED HOLDINGS, LLC$420,395C
PRECISE BEHAVIORAL, LLC$250,000C
FieldValueIRS element (for citing)
Total Book Value Securities$15,683,992TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescNOTE PAYABLE - HUMANA CHARITABLEDesc
Amt$600,000Amt
FieldValueIRS element (for citing)
Total Liability$600,000TotalLiabilityAmt

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 (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
FAITH
795 CENTER STREETHERNDONVA20170541961618501(C)3$16,162$0COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
BDESH FOUNDATION INC
6 SILO MILL CTSTERLINGVA20164263497451501(C)3$13,000$0COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
ALL DULLES AREA MUSLIM SOCIETY
46903 SUGARLAND ROADSTERLINGVA20164311262759501(C)3$74,750$0COSTPROGRAM ASSISTANCE - COMMUNITY /SOCIAL SERVICESPROGRAM ASSISTANCE - COMMUNITY SERVICES
ISLAMIC RELIEF USA
3655 WHEELER AVEALEXANDRIAVA22304954453134501(C)3$6,000$0COSTDONATION - HUMANITARIAN/SOCIAL SERVICES
EQUALLYABLE FOUNDATION
PO BOX 2260CHANTILLYVA20153383604741501(C)3$10,000$0COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
THE ASU FOUNDATION
ARMSTRON HALL POBOX 872401TEMPEAZ85287866051042501(C)3$15,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
THE ISLAMIC SEMINARY OF AMERICA
1100 E CAMPELL SUITE 120RICHARDSONTX75018453207248501(C)3$6,748$0COSTPROGRAM ASSISTANCE - COMMUNITY/EDUCATIONAL SERVICES
GEORGE MASON UNIVERSITY FOUNDATION INC
4400 UNIVERSITY DRIVEFAIRFAXVA22030540603842501(C)3$47,500$0COSTDONATION - SCHOLARSHIPS/EDUCATIONAL SERVICE
HUMAN DEVELOPMENT FUND
1905 S HAGGERITY 7 RDCANTONMI48188922204466501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
HURON UNIVERSITY COLLEGE FOUNDATION USA
266 ELMWOOD AVENUE 433BUFFALONY14222208179397501(C)3$49,700$0COSTPROGRAM ASSISTANCE - EDUCATIONAL/SCHOLARSHIPS SERVICES
ISLAMIC SOCIETY OF BALTIMORE
C/O 5 SUNNYKING DRIVEREISTERSTOWNMD21136237043516501(C)3$10,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL/COMMUNITY SERVICES
WOMEN FOR WOMEN INTENATIONAL
2000 M STREET NW SUITE 200WASHINGTONDC20036521838756501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY / SOCIAL SERVICES
ICNA RELIEF USA
1529 JERICHO TURNPIKENEW HYDE PARKNY11040043810161501(C)3$10,000$0COSTPROGRAM ASSISTANCE - FLOOD RELIEF FLORIDA AND NORTH CAROLINA
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$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY EDUCATIONAL SERVICES
CENTER FOR ISLAMOPHOBIA STUDIES
2425 CHANNING WAY 335BERKELEYCA94704473611429501(C)3$15,000$0COSTPROGRAM ASSISTANCE - COMMUNITY/EDUCATIONAL SERVICES
THE MAQASID INSTITUTE
C/O 597 SUMMIT OAKS CTNASHVILLETN73721815384123501(C)3$42,500$0COSTPROGRAM ASSISTANCE - COMMUNITY EDUCATIONAL SERVICES
MAS CHICAGO
9210 S OKETO AVEBRIDGEVIEWIL60455262503530501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY/SOCIAL SERVICES
SHENANDOAH UNIVERSITY
650 MILLWOOD AVE OFFICE 203WINCHESTERVA22601540525605501(C)3$100,000$0COSTPROGRAM ASSISTANCE - COMMUNITY EDUCATIONAL
SHENANDOAH UNIVERSITY
650 MILLWOOD AVE OFFICE 203WASHINGTIONVA22601540525605501(C)3$81,300$0COSTPROGRAM ASSISTANCE - BARZINJI INSTITUTE OF INTERNATIONAL COLLABORATION
SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION
PO BOX 34115WASHINGTIONDC20043161717058501(C)3$10,000$0COSTPROGRAM ASSISTANCE - SOCIAL/COMMUNITY SERVICES
AL-SALAAM CENTER
10035 BALTIMORE NATIONAL PIKEELLICOTT CITYMD21042521734879501(C)3$16,000$0COSTPROGRAM ASSISTANCE - COMMUNITY CENTER
ISLAMIC CENTER OF OWINGS MILLS
11436 CORNHILL DR STE 4AOWINGS MILLSMD21117814917626501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY CENTER
UNIVERSAL SCHOOL
7350 W 93RD STREETBRIDGEVIEWIL60455363569986501(C)3$87,500$0COSTPROGRAM ASSISTANCE - EDUCATIONAL /COMMUNITY CERTER
CENTER OF ISLAM IN THE CONTEMPORARY WORLD - CICW
459 HERNDON PARKWAY SUITE 22HERNDONVA20170832590688501(C)3$440,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
ISLAMIC COMMUNITY SCHOOL- MASJID SAFFAT INC
704 N ARLINGTON AVEBALTIMOREMD21217521065663501(C)3$7,000$0COSTPROGRAM ASSISTANCE - COMMUNITY EDUCATIONAL SERVICES
UNIVERSITY OF KARACHI ALUMNI ASSOCIATION
11302 CORAL GABLES DRIVENORTH POTOMACMD20878542003079501(C)3$15,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
UCLA FOUNDATION
PO BOX 7145PASADENACA91109922250801501(C)3$15,000$0COSTPROGRAM ASSISTANCE - EDUCATIONAL/COMMUNITY SERVICES
MOZAIC
46090LAKE CENTER PLAZA STE 304STERLINGVA20165812309467501(C)3$17,000$0COSTPROGRAM ASSISTANCE - SOCIAL/COMMUNITY SERVICES
SYRIAN FORM USA
7668 PLAZA COURTWILLOWBROOKIL60527465202334501(C)3$50,000$0COSTPROGRAM ASSISTANCE - HUMANITARIAN WORK REFUGEES
ADAMS ENDOWMENT FUND
46903 SUGARLAND ROADSTERLINGVA20164593835394501(C)3$10,000$0COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
FieldValueIRS element (for citing)
Total501c3 Org46Total501c3OrgCnt
Total Other Org50TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
TUITION ASSISTANCE6$20,392COST
FINANCIAL ASSISTANCE15$94,605COST

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 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$55,000TransactionAmt
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$779,045NoncashContributionsRptF990Amt
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 TWO MEMBERS OF THE GOVERNING BODY DO NOT FORMALLY MEET. THEY ENGAGE INFORMAL 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 1,459,355.

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$2,157,779ShareOfEOYAssetsAmt
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 (6 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$1,189,502000.18160
STERLING STOCK INVESTMENTS LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170541978669INVESTMENTSVAINVESTMENT, UNRELATED0$27,340$7,481,353000.12540
STERLING INFOGAIN FUND LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170541953971INVESTMENTSVAINVESTMENT, UNRELATED0$3,562$000
ALMS POULTRY INC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170843511811INVESTMENTSVAINVESTMENT, UNRELATED0$59,800$4,040,000000.85590
TUHAYE VENTURE PARTNERS 1 LLC
8000 TOWER CRESCENT DRIVEVIENNAVA22182814018885INVESTMENTSVAINVESTMENT, UNRELATED0$0$560,774000.03840
KIWITECH LLC
3030 K STREET NW 102WASHINGTONDC20007264310888INVESTMENTSVAINVESTMENT, UNRELATED0-$5,032000.04380