STERLING DONOR ADVISED FUND

RESTON, VA, 20191-3400 (703) 437-9720 Est. 2009 EIN 27-0418124
T70 - Federated Giving Programs 990 - Public charity return 501(c)(3)

Mission

EDUCATE THE GENERAL PUBLIC AND NONPROFIT ORGANIZATIONS TO ENCOURAGE CHARITABLE GIVING IN ALL FORMS BENEFICIAL TO NONPROFIT CHARITABLE ORGANIZATIONS.

Giving Portfolio

Total Grants
136
Total Giving
$22.7M
Recipients
135
Years Active
2018 - 2024
Avg grant: $202,871 Median: $22,500

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
202439$1.8M $46K2315
202332$1.7M $52K239
202216$364K $23K97
202014$2.2M $154K122
201917$3.9M $230K134
201818$12.8M $712K180

Sectors Funded

Education
21
Arts, Culture & Humanities
20
Religion-Related
12
Human Services
8
Health Care
7
International & Foreign Affairs
6
Philanthropy & Grantmaking
6
Civil Rights & Advocacy
5
and 12 more sectors

Top States

California
32
Virginia
19
New York
13
Maine
13
District of Columbia
10
Utah
5
Nevada
5
Washington
5
and 15 more states

Grantee Size Profile

Over $50M
28
$10M - $50M
25
$1M - $5M
20
$100K - $500K
18
$500K - $1M
12
$5M - $10M
5
Under $100K
4

Top Grantees

Page 1 of 3

Grants Awarded · 131 grants

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Financials

Total Revenue
$8,527,331
Total Expenses
$2,545,923
Net Assets
$55,868,931
3 volunteers
From latest filing (tax period ending 2024-12-31)

Financial Health

Operating Reserve
10+ years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 12.4%
Expenses ↑ 12.0%
Revenue Sources
Contributions 69.1% Investment 30.9%
Expense Breakdown
Program 93.8% Management 6.2%

Officers & Trustees (3)

Individual compensation is available on Grow plans.

Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jan 1, 2024 to Dec 31, 2024
$8,527,331 ↑$2,545,923$55,868,931
2023 990 - Public charity return
Jan 1, 2023 to Dec 31, 2023
$7,586,212 ↑$2,273,649$48,612,939
2022 990 - Public charity return
Jan 1, 2022 to Dec 31, 2022
$7,377,009 ↑$748,587$42,134,107
2020 990 - Public charity return
Jan 1, 2020 to Dec 31, 2020
$3,886,730 ↓$2,268,983$23,398,887
2019 990 - Public charity return
Jan 1, 2019 to Dec 31, 2019
$3,957,419 ↑$4,040,723$20,501,616
2018 990 - Public charity return
Jan 1, 2018 to Dec 31, 2018
$3,955,903 $12,902,099$20,584,920

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EIN: 27-0418124 · Source: IRS Form 990 e-file data