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
2022-12-01
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
$7,377,009
2022
Total expenses
$748,587
2022
Total assets
$42,134,907
2022
Num. employees
0
2022

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
Friends of FacesFinding A Cure for Epilepsy and Seizures$100,000
Roots of Humanity FoundationGeneral Support$77,200
Boothbay Region YMCAGeneral Support$37,500
...and 13 more grants made

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 12/2022
Total grants, contributions, etc.$6,815,839
Program services$0
Investment income and dividends$605,055
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-44,448
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$563
Total revenues$7,377,009

Form 990s for The Sterling Donor Advised Fund

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-15990View PDF
2020-122021-11-15990View PDF
2019-122021-04-01990View PDF
2018-122020-01-31990View PDF
...and 9 more Form 990s

Organizations like The Sterling Donor Advised Fund

OrganizationLocationRevenue
Cedar Street Charitable FoundationMilwaukee, WI$18,147,429
NPT Charitable Asset Trust (NPTCAT)Jenkintown, PA$7,435,223
CharityvestAtlanta, GA$32,960,498
Simple Generosity FoundationCharleston, SC$7,447,485
The Fund for Charitable GivingPittsburgh, PA$25,080,241
GiveClear FoundationCharlotte, NC$2,838,037
Venn FoundationSaint Paul, MN$4,468,850
Amg Charitable Gift FoundationGreenwood Village, CO$19,197,719
Givinga FoundationWellesley, MA$34,461,768
American Foundation of UtahPhoenix, AZ$2,680,906
Data update history
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
July 29, 2023
Posted financials
Added Form 990 for fiscal year 2021
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
2024-10-16
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