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STERLING CHARITABLE GIFT FUND TR: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
STERLING CHARITABLE GIFT FUND TR (EIN 54-1978669)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-17
IRS object ID
201433219349308903
Schema version
2013v3.0
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)
Return2014-11-17T15:11:01-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521469143PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RICHARD H CHAMPIONBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1251 WESTWOOD AVEAddressLine1
CityLONG BRANCHCity
StateNJState
ZIP Code07704ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541978669EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STERLING CHARITABLE GIFT FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSTERBusinessNameControlTxt
Phone7034716060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY NO 22AddressLine1
CityHERNDONCity
StateVAState
ZIP Code20170ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMUHAMMAD ASHRAFPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone7034716060PhoneNum
Signature2014-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD H CHAMPIONPreparerPersonNm
PTINP01336812PTIN
Phone7322223328PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMUHAMMAD ASHRAFPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY SUITE 22AddressLine1
CityHERNDONCity
StateVAState
ZIP Code20170ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,065,177GrossReceiptsAmt
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.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$262,802PYContributionsGrantsAmt
CY Contributions Grants$2,958,022CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$76,142PYInvestmentIncomeAmt
CY Investment Income$107,155CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$338,944PYTotalRevenueAmt
CY Total Revenue$3,065,177CYTotalRevenueAmt
PY Grants And Similar Paid$784,793PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$959,200CYGrantsAndSimilarPaidAmt
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$56,218PYOtherExpensesAmt
CY Other Expenses$54,315CYOtherExpensesAmt
PY Total Expenses$841,011PYTotalExpensesAmt
CY Total Expenses$1,013,515CYTotalExpensesAmt
PY Revenues Less Expenses-$502,067PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,051,662CYRevenuesLessExpensesAmt
Total Assets BOY$7,558,584TotalAssetsBOYAmt
Total Assets EOY$9,334,175TotalAssetsEOYAmt
Total Liabilities BOY$711,784TotalLiabilitiesBOYAmt
Total Liabilities EOY$336,329TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,846,800NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,997,846NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO RECEIVE AND DISTRIBUTE CONTRIBUTIONS TO QUALIFIED CHARITABLE ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$500,000ExpenseAmt
Grant$500,000GrantAmt
DescDONATION TO DOMESTIC EXEMPT ORGANIZATION WHICH MAKES GRANTS TO FOREIGN EDUCATIONAL INSTITUTIONSAND TO EXEMPT ORGANIZATIONS WHICH PROMOTE RESEARCH PROJECTS, ORGANIZE INTELLECTUAL AND CULTURAL MEETINGS AND PUBLISH SCHOLARLY WORKS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$442,200ExpenseAmt
Grant$442,200GrantAmt
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 Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$17,000ExpenseAmt
Grant$17,000GrantAmt
DescTUITION, FINANCIAL AND MEDICAL ASSISTANCE TO DISADVANTAGED INDIVIDUALS.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescGRANT TO DOMESTIC ORGANIZATION WHICH MAKES GRANTS TO FOREIGN EDUCATIONAL INSTITUTIONS AND TO EXEMPT ORGANIZATIONS WHICH PROMOTE RESEARCH PROJECTS, ORGANIZE INTELLECTUAL AND CULTURAL MEETINGS AND PUBLISHE SCHOLARLY WORKS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$959,200TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
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 BodyYes (1)MinutesOfGoverningBodyInd
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 22AddressLine1
CityHERNDONCity
StateVAState
ZIP Code20170ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
M YAQUB MIRZA PHD
PRESIDENT5.00Yes (X)Yes (X)$0$149,079$2,796
M OMAR ASHRAF
TREASURER5.00Yes (X)Yes (X)$0$145,298$2,855
MUHAMMAD ASHRAF
SECRETARY5.00Yes (X)Yes (X)$0$67,182$3,867
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$361,559TotReportableCompRltdOrgAmt
Total Other Compensation$9,518TotalOtherCompensationAmt
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$2,958,022AllOtherContributionsAmt
Noncash Contributions$2,237,238NoncashContributionsAmt
Total Contributions$2,958,022TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$107,155TotalRevenueColumnAmt
Exclusion$107,155ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,065,177TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$107,155ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$942,200TotalAmt
Program Services$942,200ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$17,000TotalAmt
Program Services$17,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Management And General$10,000ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$478TotalAmt
Management And General$478ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
MANAGEMENT FEE$25,000$25,000
INVESTMENT EXPENSE -(SI$18,609$18,609
OFFICE SUPPLIES$228$228

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,013,515TotalAmt
Program Services$959,200ProgramServicesAmt
Management And General$54,315ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$240,599BOYAmt
EOY$574,524EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$1,000,379EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$149,002EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$13,750BOYAmt
EOY$13,750EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$2,125,000BOYAmt
EOY$1,025,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$50,422BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,128,813BOYAmt
EOY$6,571,520EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,558,584BOYAmt
EOY$9,334,175EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY-$3,874BOYAmt
EOY-$3,874EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$704,728BOYAmt
EOY$329,273EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$711,784BOYAmt
EOY$336,329EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,904,297BOYAmt
EOY$5,475,750EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$292,503BOYAmt
EOY$194,653EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,650,000BOYAmt
EOY$3,327,443EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,846,800BOYAmt
EOY$8,997,846EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,558,584BOYAmt
EOY$9,334,175EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,051,662ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$99,384OtherChangesInNetAssetsAmt
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$73,373CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$159,537CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,163CurrentTaxYearMinus1YearAmt
Current Tax Year$2,945,522CurrentTaxYearAmt
Total$3,330,230TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$73,373CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$159,537CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$78,163CurrentTaxYearMinus1YearAmt
Current Tax Year$2,945,522CurrentTaxYearAmt
Total$3,330,230TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,330,230PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$117,304CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$83,471CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$101,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,142CurrentTaxYearMinus1YearAmt
Current Tax Year$107,155CurrentTaxYearAmt
Total$486,032TotalAmt
FieldValueIRS element (for citing)
Total Support$3,816,262TotalSupportAmt
Public Support CY1700.87260PublicSupportCY170Pct
Public Support PY1700.89200PublicSupportPY170Pct
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$292,503BeginningYearBalanceAmt
End Year Balance$292,503EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$107,864BeginningYearBalanceAmt
Contributions$184,639ContributionsAmt
End Year Balance$292,503EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$107,864BeginningYearBalanceAmt
End Year Balance$107,864EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,101BeginningYearBalanceAmt
Contributions$107,800ContributionsAmt
Other Expenditures$11,037OtherExpendituresAmt
End Year Balance$107,864EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$11,101ContributionsAmt
End Year Balance$11,101EndYearBalanceAmt
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.$2,650,000C
STERLING STOCK INVESTMENTS,INC$193,818F
ZEEWAVES SYSTEM, INC$47,000C
STERLING INVESTMENT GROUP, LLC$1,308,634C
STERLING INFOGAIN FUND, LLC$58,947C
STERLING INCOME FUND, LP$919,012C
STERLING LYNUX WORKS, LLC$59,911C
AMANA MUTUAL FUND TRUST/INCOME FUND$1,334,198F
FieldValueIRS element (for citing)
Total Book Value Securities$6,571,520TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescNOTE PAYABLE - HUMANA CHARITABLE TRUSTDesc
Amt$329,273Amt
FieldValueIRS element (for citing)
Total Liability$329,273TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationCONSTRUCTION OF COMMUNITY CENTER, FINANCIAL 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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
FAITH
795 CENTER STREETHERNDONVA20170541961618501(C)3$100,000COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
YORK FOUNDATION
459 HERNDON PARKWAY SUITE 22HERNDONVA20170311621645501(C)3$500,000COSTSEE SCHEDULE O.
GEORGE MASON UNIVERSITY FOUNDATION INC
4400 UNIVERSITY DR MS 1A3FAIRFAXVA22030541603842501(C)3$7,500COSTPROGRAM ASSISTANCE - EDUCATION
AMA FOUNDATION
39675 CEDER BLVD 220 ENEWARKCA94560383371991501(C)3$49,000COSTPROGRAM ASSISTANCE - COMMUNITY EDUCATIONAL SERVICES
ALL DULLES AREA MUSLIM SOCIETY
46903 SUGARLAND ROADSTERLINGVA20164311262759501(C)3$67,300COSTPROGRAM ASSISTANCE - COMMUNITY SERVICESPROGRAM ASSISTANCE - COMMUNITY SERVICES
SHENANDOAH UNIVERSITY
1460 UNIVERSITY DRIVEWINCHESTERVA22601540525605501(C)3$150,000COSTPROGRAM ASSISTANCE - EDUCATION/HEALTH SCIENCES BUILDING (SMALL CLASSROOM)
THE INTERNATIONAL FOUNDATION
PO BOX 23813WASHINGTIONDC20026530204604501(C)3$6,000COSTDONATION - HUMANITARIAN/SOCIAL SERVICES
ISLAMIC CIRCLE OF NORTH AMERICA INC
16626 89TH AVEJAMAICANY11432112925751501(C)3COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
HELPING HAND FOR RELIEF AND DEVELOPMENT
12541 MCDOUGALL STHAMTRAMCKMI48212311628040501(C)3$5,000COSTPROGRAM ASSISTANCE - HUMANITARIAN SERVICES
MLFA - MUSLIM LEGAL FUND OF AMERICA
833 E ARAPAHO ROAD SUITE 209RICHARDSONTX75081010548371501(C)3$20,000COSTPROGRAM ASSISTANCE - COMMUNITY SERVICES
FAMILY PROMISE OF MONMOUTH COUNTY INC
PO BOX 70MIDDLETOWNNJ07748223674477501(C)3$5,000COSTPROGRAM ASSISTANCE - COMMUNITY/SOCIAL SERVICESPROGRAM ASSISTANCE - EDUCATIONAL SERVICES
COMMUNITY FOUNDATION OF NORTHERN VIRGINIA
2940 HUNTER MILL RD SUITE 201OAKTONVA22124510232459501(C)3$1,000COSTPROGRAM ASSISTANCE - DOMINICAN REPUBLIC PROJECTPROGRAM ASSISTANCE - COMMUNITY SERVICES
INTERFAITH CONFERENCE OF METROPOLITAN WASHINGTON
THE GATEHOUSE 100 ALLISON ST NWWASHINGTIONDC20011511156410501(C)3$10,000COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
BOY SCOUTS OF AMERICA
1325 WEST WALNUT HILL LANEIRVINGTX75015221576300501(C)3$1,000COSTPROGRAM ASSISTANCE - COMMUNITY/SOCIAL SERVICES
EGYPTIAN AMERICANS FOR DEMOCRACY ANDHUMAN RIGHTS
PO BOX 460LORTONVA22199$12,000COSTPROGRAM ASSISTNACE - COMMUNITY/SOCIAL SERVICES
AMERICAN RED CROSS
8550 ARLINGTON BLVDFAIRFAXVA22031530196605501(C)3$5,000COSTPROGRAM ASSISTANCE - PHILIPPINES TYPHOON RELIEF
FAITH TRUST INSTITUTE
2900 EASTLAKE AVE E SUITE 200SEATTLEWA98102911031362501(C)3$1,000COSTPROGRAM ASSISTANCE - SOCIAL SERVICES
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org17TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
TUITION ASSISTANCE1$8,000COST
FINANCIAL ASSISTANCE2$9,000COST
COST

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceNONEFormAndLineReferenceDesc

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)
PersonM YAQUB MIRZA PHDPersonNm
TitlePRESIDENTTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$143,079CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$6,000OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$2,796NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$151,875TotalCompensationRltdOrgsAmt
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$35,000TransactionAmt
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
Contribution1ContributionCnt
Noncash Contributions Rpt F990$2,237,238NoncashContributionsRptF990Amt
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 (5 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 8BTHE ORGANIZATION DOES NOT HAVE COMMITTEES.
FORM 990, PART VI, SECTION B, LINE 11THE 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 99,384.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MARJAC INVESTMENTS INCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY SUITE 22AddressLine1
CityHERNDONCity
StateVAState
ZIP Code20170ZIPCode
FieldValueIRS element (for citing)
EIN521496972EIN
Primary ActivitiesSMALL INVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
End Of Year Assets$2,555,866EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1STERLING CHARITABLE GIFT FUNDBusinessNameLine1

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1YORK FOUNDATIONBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 HERNDON PARKWAY SUITE 22AddressLine1
CityHERNDONCity
StateVAState
ZIP Code20170ZIPCode
FieldValueIRS element (for citing)
EIN311621645EIN
Primary ActivitiesSUPPORT EDUCATION, RELIGIOUS AND CHARITABLE ACTIVITIESPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section501 (C) 3ExemptCodeSectionTxt
Public Charity StatusSCH A/PART 1/LN 11PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
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

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1YORK FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$500,000InvolvedAmt
Method Of Amount DeterminationCOSTMethodOfAmountDeterminationTxt

Unrelated Org Txbl Partnership UnrelatedOrgTxblPartnershipGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary 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$1,308,634000.16320
STERLING STOCK INVESTMENTS LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170541978669INVESTMENTSVAINVESTMENT, UNRELATED0$4,871$193,818000.00580
STERLING INFOGAIN FUND LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170541953971INVESTMENTSVAINVESTMENT, UNRELATED0$0$58,947000.02500
STERLING INCOME FUND LP
459 HERNDON PARKWAY SUITE 22HERNDONVA20170800717882INVESTMENTSVAINVESTMENT, UNRELATED0$33,835$919,012000.15610
STERLING LYNUX WORKS LLC
459 HERNDON PARKWAY SUITE 22HERNDONVA20170364354159INVESTMENTSVAINVESTMENT, UNRELATED0$0$54,911000.01680