STERLING DONOR ADVISED FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STERLING DONOR ADVISED FUND (EIN 27-0418124)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349316020
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:39:28-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270418124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STERLING DONOR ADVISED FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O STERLING FOUNDATION MANAGEMENT LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STER | BusinessNameControlTxt |
| Phone | 7034379720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES LINTOTT | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7034379720 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,464,450 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | EDUCATE THE GENERAL PUBLIC AND NONPROFIT ORGANIZATIONS TO ENCOURAGE CHARITABLE GIVING IN ALL FORMS BENEFICIAL TO NONPROFIT CHARITABLE ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $929 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,439,004 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,891,751 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,144,957 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,634,651 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,251 | PYOtherRevenueAmt |
| CY Other Revenue | $929 | CYOtherRevenueAmt |
| PY Total Revenue | $7,586,212 | PYTotalRevenueAmt |
| CY Total Revenue | $8,527,331 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,092,602 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,327,509 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $181,047 | PYOtherExpensesAmt |
| CY Other Expenses | $218,414 | CYOtherExpensesAmt |
| PY Total Expenses | $2,273,649 | PYTotalExpensesAmt |
| CY Total Expenses | $2,545,923 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,312,563 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,981,408 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $48,616,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,872,345 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,414 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,414 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,612,939 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $55,868,931 | NetAssetsOrFundBalancesEOYAmt |
| Mission | EDUCATE THE GENERAL PUBLIC AND NONPROFIT ORGANIZATIONS TO ENCOURAGE CHARITABLE GIVING IN ALL FORMS BENEFICIAL TO NONPROFIT CHARITABLE ORGANIZATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,388,839 | ExpenseAmt |
| Grant | $2,327,509 | GrantAmt |
| Desc | EDUCATE THE GENERAL PUBLIC AND NONPROFIT ORGANIZATIONS TO ENCOURAGE CHARITABLE GIVING IN ALL FORMS BENEFICIAL TO NONPROFIT CHARITABLE ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $2,388,839 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING FOUNDATION MANAGEMENT LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7034379720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DR STE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES LINTOTT | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROGER SILK | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL BECKNER | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING FOUNDATION MANAGEMENT LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DR | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $129,913 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,891,751 | AllOtherContributionsAmt |
| Noncash Contributions | $5,293,908 | NoncashContributionsAmt |
| Total Contributions | $5,891,751 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,077,726 | TotalRevenueColumnAmt |
| Exclusion | $2,077,726 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,494,044 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,937,119 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $556,925 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $556,925 | TotalRevenueColumnAmt |
| Exclusion | $556,925 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $929 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $929 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $929 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,527,331 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $929 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,634,651 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,327,509 | TotalAmt |
| Program Services | $2,327,509 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,661 | TotalAmt |
| Program Services | $61,330 | ProgramServicesAmt |
| Management And General | $61,331 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,247 | TotalAmt |
| Management And General | $90,247 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSE | Desc |
| Total | $5,506 | TotalAmt |
| Management And General | $5,506 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,545,923 | TotalAmt |
| Program Services | $2,388,839 | ProgramServicesAmt |
| Management And General | $157,084 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,616,943 | BOYAmt |
| EOY | $7,549,676 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $603,794 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,395,616 | BOYAmt |
| EOY | $48,322,669 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,616,353 | BOYAmt |
| EOY | $55,872,345 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414 | BOYAmt |
| EOY | $3,414 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,414 | BOYAmt |
| EOY | $3,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,612,939 | BOYAmt |
| EOY | $55,868,931 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,612,939 | BOYAmt |
| EOY | $55,868,931 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,616,353 | BOYAmt |
| EOY | $55,872,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,981,408 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,264,716 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $9,868 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,566,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,566,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,815,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,439,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,891,751 | CurrentTaxYearAmt |
| Total | $35,278,992 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,566,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,566,073 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,815,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,439,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,891,751 | CurrentTaxYearAmt |
| Total | $35,278,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,564,477 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,714,515 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,320,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,444,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $605,055 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,895,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,177,726 | CurrentTaxYearAmt |
| Total | $7,443,382 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,722,374 | TotalSupportAmt |
| Public Support CY170 | 0.64870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 36 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,891,751 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $2,327,509 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $53,978,841 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $48,322,669 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $48,322,669 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| JW ARBOR LOAN | $800 |
| PASS THROUGH PAYMENTS | $2,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,414 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,350,122 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,822,791 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,822,791 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,527,331 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,527,331 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,545,923 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,545,923 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,545,923 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | GENERAL SUPPORT | $75,000 | WIRE | $0 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | GENERAL SUPPORT | $197,860 | WIRE | $0 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | IMPLEMENTATION OF COGNITIVE BEHAVIORAL TRAINING IN THE KURDISTAN REGION OF IRAQ | $157,565 | WIRE | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (39 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CONSERVATORY THEATRE | |||||||||
| 415 GEARY STREET | SAN FRANCISCO | CA | 94102 | 946135772 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT | |
| BEST BUDDIES | |||||||||
| 100 SOUTHEAST SECOND STREET SUITE | MIAMI | FL | 33131 | 521614576 | 501(C)(3) | $50,000 | $0 | GENERAL SUPPORT | 200 |
| CENTRAL FUND OF ISRAEL | |||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | 132992985 | 501(C)(3) | $50,000 | $0 | KEREN HAYESOD - UNITED ISRAEL APPEAL | |
| CHABAD OF NORTHERN NEVADA | |||||||||
| 1175 W MOANA LANE | RENO | NV | 89509 | 204943093 | 501(C)(3) | $14,500 | $0 | JEWISH UNITY | |
| CHEHALIS FOUNDATION | |||||||||
| PO BOX 1608 | CHEHALIS | WA | 98532 | 511148560 | 501(C)(3) | $100,000 | $0 | STUDENT ACHIEVEMENT INITIATIVE (SAI) | |
| FOLGER SHAKESPEARE LIBRARY | |||||||||
| 201 EAST CAPITOL STREET SE | WASHINGTON | DC | 20003 | 042103542 | 501(C)(3) | $25,000 | $0 | FOLGER SHAKESPEARE THEATRE "WONDER OF WILL" CAMPAIGN | |
| INSTITUTE FOR JUSTICE | |||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | 521744337 | 501(C)(3) | $20,000 | $0 | GENERAL SUPPORT | |
| JUNIOR STATE OF AMERICA | |||||||||
| PO BOX 70933 | OAKLAND | CA | 94612 | 946050452 | 501(C)(3) | $55,000 | $0 | GENERAL SUPPORT | |
| ROOTS OF HUMANITY FOUNDATION | |||||||||
| 3125 W EXECUTIVE PARKWAY SUITE 100 | LEHI | UT | 84043 | 823667974 | 501(C)(3) | $600,000 | $0 | KING & DIANE HUSEIN SPHERE OF LIGHT | |
| SAN FRANCISCO BALLET ASSOCIATION | |||||||||
| 445 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | 941415298 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT | |
| SAN FRANCISCO BALLET ENDOWMENT FOUNDATION | |||||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | 942747262 | 501(C)(3) | $20,000 | $0 | GIFT INSTALLMENT FOR THE HELGI TOMASSON STUDIO & HELGI TOMASSON ENDOWMENT FUND | |
| THE STANFORD JEWISH CENTER | |||||||||
| 1289 COLLEGE AVE | PALO ALTO | CA | 94306 | 731655874 | 501(C)(3) | $50,000 | $0 | TO SUPPORT THE BUILDING OF THE STANFORD JEWISH CENTER | |
| ALZHEIMER'S MUSIC PROJECT | |||||||||
| 138 HARKENSS RD | PELHAM | MA | 01002 | 473869366 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| ASHLAND PREGNANCY CARE CENTER | |||||||||
| 119 SLOAN AVE | ASHLAND | OH | 44805 | 341528045 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| ASSOC OF KNIGHTS & LADIES OF EQUEST ORDER OF HOLY SEPULCHRE-JERUSALEM | |||||||||
| 1011 FIRST AVENUE 7TH FLOOR | NEW YORK | NY | 10022 | 136167205 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| AVE MARIA UNIVERSITY | |||||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | 030482006 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT | |
| CRIMSONRISE | |||||||||
| 1015 CASTLETON AVE | STATEN ISLAND | NY | 10310 | 871249856 | 501(C)(3) | $10,000 | $0 | CAPITAL CAMPAIGN | |
| DIOCESE OF METUCHEN-BISHOP'S ANNUAL APPEAL FOUNDATION | |||||||||
| PO BOX 4000 | METUCHEN | NJ | 08840 | 222385423 | 501(C)(3) | $70,000 | $0 | GENERAL SUPPORT | |
| DISCOVER CHILDREN'S MUSEUM | |||||||||
| 152 RIDGEMONT ROAD | CHEHALIS | WA | 98532 | 471920113 | 501(C)(3) | $100,000 | $0 | GENERAL SUPPORT | |
| FOUNDATION TO ERADICATE DUCHENNE | |||||||||
| PO BOX 2371 | ALEXANDRIA | VA | 22301 | 710874241 | 501(C)(3) | $25,000 | $0 | 24TH ANNUAL DINING AWAY DUCHENNE EVENT | |
| INCLINE VILLAGE COMMUNITY HOSPITAL FOUNDATION | |||||||||
| 880 ALDER AVE | INCLINE VILLAGE | NV | 89451 | 200752156 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT | |
| JOHN BUZ GORMAN CHARITABLE FUND | |||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | 991226046 | 501(C)(3) | $10,750 | $0 | GENERAL SUPPORT | |
| KANSAS STATE UNIVERSITY FOUNDATION | |||||||||
| 1800 KIMBALL AVE SUITE 200 | MANHATTAN | KS | 66502 | 480667209 | 501(C)(3) | $10,000 | $0 | GEORGE HSUEH-LEE LIANG FUND | |
| KEHILLAT MA'ALAV | |||||||||
| 1715 21ST STREET | SANTA MONICA | CA | 90404 | 953641143 | 501(C)(3) | $30,000 | $0 | RABBI GOTLIEB DISCRETIONARY FUND | |
| MALVERN RETREAT HOUSE | |||||||||
| 315 S WARREN AVENUE | MALVERN | PA | 19355 | 231365371 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| MANHATTAN-OGDEN PUBLIC SCHOOLS FOUNDATION | |||||||||
| PO BOX 191 | MANHATTAN | KS | 66505 | 481074309 | 501(C)(3) | $10,000 | $0 | FOR THE ROGER BRANNAN DEBATE/FORENSICS SCHOLARSHIP | |
| MARIAN FATHERS OF THE IMMACULATE CONCEPTION OF THE BVM INC | |||||||||
| EDEN HILL 2 PROSPECT HILL ROAD | STOCKBRIDGE | MA | 01263 | 208599030 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| MEROLA OPERA PROGRAM | |||||||||
| 601 VAN NESS AVE STE S | SAN FRANCISCO | CA | 94102 | 946084831 | 501(C)(3) | $20,000 | $0 | ANNUAL MEMBERSHIP AND ARTIST SPONSORSHIP | |
| ORDER OF THE HOLY CROSS INC | |||||||||
| 164 APOLLO RD SE | CARROLLTON | OH | 44615 | 463831759 | 501(C)(3) | $15,000 | $0 | GENERAL SUPPORT | |
| POOR CLARES OF PERPETUAL ADORATION | |||||||||
| 4200 NORTH MARKET AVENUE | CANTON | OH | 44714 | 341528045 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| RENOWN HEALTH FOUNDATION | |||||||||
| 1155 MILL STREET | RENO | NV | 89502 | 942972749 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT | |
| SCHOOLING FOR LIFE | |||||||||
| 12030 SUNRISE VALLEY DRIVE STE 450 | RESTON | VA | 20191 | 274868296 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| SOCIETY FOR SCIENCE | |||||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | 530196483 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| ST JOHN THE EVANGELIST | |||||||||
| 13 NORTH MAIN STREET | LAMBERTVILLE | NJ | 08530 | 221542321 | 501(C)(3) | $100,000 | $0 | ANNUAL PARISH DONATION | |
| TEMPLE KNESSET ISRAEL | |||||||||
| 1260 NORTH VERMONT AVENUE | LOS ANGELES | CA | 90029 | 951792291 | 501(C)(3) | $15,000 | $0 | CANTOR GREENBERG DISCRETIONARY FUND | |
| WHEATON COLLEGE | |||||||||
| 3 ALICE WAY | DEDHAM | MA | 02026 | 042103638 | 501(C)(3) | $12,000 | $0 | TO SUPPORT PROFESSOR DROUT'S INNOVATIONS IN RESEARCH AND TEACHING | |
| WING LUKE MEMORIAL FOUNDATION | |||||||||
| PO BOX 3025 | SEATTLE | WA | 98114 | 916067431 | 501(C)(3) | $25,000 | $0 | GENERAL SUPPORT | |
| YOUNG AMERICA'S FOUNDATION | |||||||||
| 11480 COMMERCE PARK DR 6TH FLOOR | RESTON | VA | 20191 | 237042029 | 501(C)(3) | $170,000 | $0 | FOR THE MEESE FAMILY STUDENT SPONSORSHIP FUND, TO SPONOR STUDENT PARTICIPATION IN YOUNG AMERICA'S FOUNDATION ("YAF") CONFERENCES | |
| ASHOKA | |||||||||
| 1000 WILSON BLVD STE 1900 | ARLINGTON | VA | 22209 | 510255908 | 501(C)(3) | $10,000 | $0 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 39 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUESTS PROGRAM DOCUMENTS, DOES FOLLOW-UP CALLS AND GETS REPORTS BACK. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $623,658 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,670,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ROGER SILK AND JAMES LINTOTT OWN SEVERAL BUSINESSES JOINTLY. |
| FORM 990, PART VI, SECTION B, LINE 11B | EXECUTIVE REVIEW MEETING |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL MEETING OF THE BOARD OF DIRECTORS |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|
| STERLING FOUNDATION MANAGEMENT LLC | |||||||||
| 12030 SUNRISE VALLEY DR SUITE 450 | RESTON | VA | 20191 | 954744169 | MANAGEMENT SERVICES | VA | 0 | 0 | |
| BOWEN PEARSON POWERFUND LLC | |||||||||
| 2670 OLIVE PLACE | RENO | NV | 89511 | 814746294 | INVESTMENTS | NV | 0 | 0 | 0.99000 |
| KING AND DIANE HUSEIN LEGACY LLC | |||||||||
| PMB 518 PO BOX 30000 | JACKSON | WY | 83002 | 823822243 | INVESTMENTS | WY | 0 | 0 | 0.97000 |
| NORTH CREEK CAPITAL SYNDICATE LLC | |||||||||
| 4041 MACARTHUR BLVD SUITE 401 | NEWPORT BEACH | CA | 92660 | 814777246 | INVESTMENTS | CA | 0 | 0 | 0.99000 |
| JW ARBOR FUND LLC | |||||||||
| 400 REDCLIFF DRIVE | REDDING | CA | 96002 | 814796780 | INVESTMENTS | CA | 0 | 0 | 0.99000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STERLING FOUNDATION MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $129,913 | InvolvedAmt |
| Method Of Amount Determination | CASH VALUE | MethodOfAmountDeterminationTxt |
Comments