Civic Intelligence

The Sterling Donor Advised Fund

990T • Fiscal year 2020 • EIN 27-0418124

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

12030 Sunrise Valley Drive No 450Reston, VA 20191

(703) 437-9720

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2014: $434,220Liabilities 2014: $0Net Assets 2014: $434,2202014Assets 2015: $1,461,716Liabilities 2015: $0Net Assets 2015: $1,461,7162015Assets 2016: $13,333,340Liabilities 2016: $0Net Assets 2016: $13,333,3402016Assets 2017: $29,531,116Liabilities 2017: $0Net Assets 2017: $29,531,1162017Assets 2018: $20,584,920Liabilities 2018: $0Net Assets 2018: $20,584,9202018Assets 2019: $20,501,616Liabilities 2019: $0Net Assets 2019: $20,501,6162019Assets 2020: $23,434,687Liabilities 2020: $35,800Net Assets 2020: $23,398,8872020Assets 2021: $38,439,728Liabilities 2021: $99,800Net Assets 2021: $38,339,9282021Assets 2022: $42,134,907Liabilities 2022: $800Net Assets 2022: $42,134,1072022Assets 2023: $48,616,353Liabilities 2023: $3,414Net Assets 2023: $48,612,9392023Assets 2024: $55,872,345Liabilities 2024: $3,414Net Assets 2024: $55,868,9312024

Latest loaded filing

2024

Assets$55,872,345
Liabilities$3,414
Net Assets$55,868,931

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2014: $31,070Expenses 2014: $0Net Income 2014: $31,0702014Revenue 2015: $1,090,587Expenses 2015: $63,091Net Income 2015: $1,027,4962015Revenue 2016: $11,958,446Expenses 2016: $86,822Net Income 2016: $11,871,6242016Revenue 2017: $21,124,168Expenses 2017: $4,926,392Net Income 2017: $16,197,7762017Revenue 2018: $3,955,903Expenses 2018: $12,902,099Net Income 2018: -$8,946,1962018Revenue 2019: $3,957,419Expenses 2019: $4,040,723Net Income 2019: -$83,3042019Revenue 2020: $3,886,730Expenses 2020: $2,268,983Net Income 2020: $1,617,7472020Revenue 2021: $17,142,136Expenses 2021: $2,465,705Net Income 2021: $14,676,4312021Revenue 2022: $7,377,009Expenses 2022: $748,587Net Income 2022: $6,628,4222022Revenue 2023: $7,586,212Expenses 2023: $2,273,649Net Income 2023: $5,312,5632023Revenue 2024: $8,527,331Expenses 2024: $2,545,923Net Income 2024: $5,981,4082024

Latest loaded filing

2024

Revenue$8,527,331
Expenses$2,545,923
Net Income$5,981,408
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v1.1
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

Filer Name
The Sterling Donor Advised Fund
EIN
27-0418124
Phone
7034379720
Address
12030 SUNRISE VALLEY DRIVE NO 450, RESTON, VA 20191

Signing Officer

Name
James Lintott
Title
Officer
Phone
7034379720
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Gorfine Schiller & Gardyn Pa
Address
10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer
Matthew Q Keefer CPA
Phone
4103565900
Raw XML Appendix72 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0STERLING FOUNDATION MANAGEMENT LL
IRS990T/BooksInCareOfDetail/PhoneNum07034379720
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt012030 SUNRISE VALLEY DR STE 450
IRS990T/BooksInCareOfDetail/USAddress/CityNm0RESTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd020191
IRS990T/BookValueAssetsEOYAmt023434687
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt01174
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt01174
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0K-1 INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt01174
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01174
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt01174
IRS990T/TotalUBTIComputedAmt01174
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LINTOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07034379720
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE STERLING DONOR ADVISED FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O STERLING FOUNDATION MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0270418124
ReturnHeader/Filer/PhoneNum07034379720
ReturnHeader/Filer/USAddress/AddressLine1Txt012030 SUNRISE VALLEY DRIVE NO 450
ReturnHeader/Filer/USAddress/CityNm0RESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020191
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521231901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GORFINE SCHILLER & GARDYN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010045 RED RUN BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021117
ReturnHeader/PreparerPersonGrp/PhoneNum04103565900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW Q KEEFER CPA
ReturnHeader/ReturnTs02021-11-15T15:27:04-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINTOTT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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