EIN 27-0418124

The Sterling Donor Advised Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Year formed
2009
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Sterling Donor Advised Fund educates the general public and nonprofit organizations to encourage charitable giving in all forms beneficial to nonprofit charitable organizations.
Also known as...
Assetstream Foundation
Total revenues
$7,586,212
2023
Total expenses
$2,273,649
2023
Total assets
$48,616,353
2023
Num. employees
0
2023

Program areas at The Sterling Donor Advised Fund

Educate The general public and nonprofit organizations to encourage charitable giving in all forms beneficial to nonprofit charitable organizations.

Grants made by The Sterling Donor Advised Fund

GranteeGrant descriptionAmount
Great Life MentoringTo Support Establishment of A New Site in Portland, Or$280,000
Roots of Humanity FoundationKing & Diane Husein Sphere of Light$200,000
Indiana University FoundationJohn and A-Lan Reynolds Faculty Research Fund & Post-Baccalaureate Fellowship$105,000
...and 28 more grants made totalling $1,371,483

Who funds The Sterling Donor Advised Fund

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Roselo FoundationSupport for Various Charitable Organizations$3,458,703
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$1,340,536
Chris and Dee Dee Gibson FoundationGeneral Support$280,000
...and 5 more grants received

Personnel at The Sterling Donor Advised Fund

NameTitleCompensation
James LintottOfficer$0

Financials for The Sterling Donor Advised Fund

RevenuesFYE 12/2023
Total grants, contributions, etc.$5,439,004
Program services$0
Investment income and dividends$1,895,277
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$249,680
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$2,251
Total revenues$7,586,212

Form 990s for The Sterling Donor Advised Fund

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990View PDF
2022-122023-11-15990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-04-01990View PDF
...and 10 more Form 990s

Organizations like The Sterling Donor Advised Fund

OrganizationLocationRevenue
NPT Charitable Asset Trust (NPTCAT)Jenkintown, PA$7,435,223
GiveClear FoundationCharlotte, NC$26,518,335
Cedar Street Charitable FoundationMilwaukee, WI$18,147,429
DailyKarma FoundationCape Elizabeth, ME$9,265,616
CharityvestAtlanta, GA$32,960,498
Venn FoundationSaint Paul, MN$4,468,850
Givinga FoundationWellesley, MA$18,779,918
Legacy Global FoundationMesa, AZ$5,210,414
LJ Midge Verplank Community Impact FundGrand Haven, MI$5,058,193
Amg Charitable Gift FoundationGreenwood Village, CO$15,046,536
Data update history
October 22, 2024
Received grants
Identified 4 new grant, including a grant for $164,000 from Tagliabue Family Foundation
May 18, 2024
Received grants
Identified 2 new grant, including a grant for $3,458,703 from Roselo Foundation
January 9, 2024
Posted financials
Added Form 990 for fiscal year 2022
December 27, 2023
Used new vendors
Identified 1 new vendor, including
November 26, 2023
Received grants
Identified 1 new grant, including a grant for $90,000 from The Fred Perry Family Foundation
Nonprofit Types
Grantmaking organizationsCharitiesDonor Advised Funds (DAFs)
Issues
No issues found
Characteristics
Operates donor advised fundsProvides grantsNational levelTax deductible donationsNo full-time employees
General information
Address
12030 Sunrise Valley Dr 450
Reston, VA 20191
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
Fairfax County, VA
Phone
(703) 437-9720
IRS details
EIN
27-0418124
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2009
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T30: Public Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Not Operate or Solicit for Charitable Purposes
Charity Registration status
Delinquent
FTB status revoked
Not revoked
AG Registration Number
CT0273972
FTB Entity ID
8211776
AB 488 data last updated ("as-of") date
2025-01-15
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