Grantmakers › Virginia

The Sterling Donor Advised Fund

Reston, VA · EIN 27-0418124. Reported 99 grants totalling $6,261,403 to 71 organizations across tax years 2021-2024, on Form 990 Schedule I.

71organizations funded
$20,000median reported grant
$6,261,403granted, 2021-2024
38%of grantees funded again the next year
18%of dollars to its largest recipient

Does this grantmaker accept applications?

Its tax return does not say, and we will not guess. Private foundations file Form 990-PF, which asks outright whether they fund only organizations they select themselves -- 78% say yes, and that one answer is what lets the rest of this site tell you which foundations are worth approaching. Grantmaking charities like this one file a regular Form 990 instead, and the IRS never puts the question to them. Anyone claiming to know the answer from the filing is inventing it.

Three things in the filing do bear on it:

  1. What kind of organization it is. For The Sterling Donor Advised Fund, the IRS classifies it as a federated giving programme -- a United Way, Jewish federation, Community Chest or similar (NTEE T70).
  2. How spread out its giving is. 71 distinct organizations, with 18% of the dollars going to the largest single recipient. That is genuinely spread out -- the mark of a funder making many independent decisions rather than underwriting one institution.
  3. How much its list changes. 38% of one year's grantees are funded again the next, across 3 year-to-year transitions. That is below the 56% median for grantmaking charities, and well below the 67% median for private foundations. It describes the organizations it already funds, not whether it would consider a new one.

How big are its grants?

The median reported grant is $20,000. Half of what it reported fell between $10,000 and $50,000; the smallest was $5,000 and the largest $1,000,000. If you are asking for materially more than the top of that range, you are asking the wrong organization.

Schedule I only reports grants over $5,000. Form 990 requires a charity to list recipients it paid more than that and lets it omit the rest, so every grant-size figure on this page describes the grants it reported, not all of them. Its real median is lower and its real recipient count is higher. This is also why these numbers cannot be compared with the private-foundation figures elsewhere on this site -- Form 990-PF has no reporting floor, so the two are different populations rather than two samples of one.
$5,000 - $10,000
11 grants
$10,000 - $25,000
41 grants
$25,000 - $50,000
21 grants
$50,000 - $100,000
11 grants
$100,000 - $250,000
9 grants
$250,000 Or More
6 grants

Every organization it funded

This is the complete list from its filings, largest first. Recipients are grouped by the EIN the filer reported, not by name, so an organization that was typed differently in two years appears once rather than twice.

OrganizationLocationTotal receivedGrantsYears fundedLast
Friends of FacesReston, VA$1,100,000222022
Brigham Young University-HawaiiLaie, HI$1,000,000112021
Roots of Humanity Foundation IncLehi, UT$877,200332024
Ampelis FoundationHighland, UT$300,000112023
Great Life MentoringFlorence, OR$280,000112023
American Endowment FoundationHudson, OH$255,370112021
The Chehalis FoundationChehalis, WA$200,000222024
Young Americas FoundationReston, VA$170,000112024
Stanford Jewish Center IncPalo Alto, CA$150,000332024
Indiana University FoundationBloomington, IN$105,000112023
Best Buddies International IncMiami, FL$100,000222024
Central Fund of IsraelCedarhurst, NY$100,000222024
Discover Childrens MuseumChehalis, WA$100,000112024
Smithsonian InstituteWashington, DC$100,000112023
St John the EvangelistLambertville, NJ$100,000112024
Junior State of AmericaOakland, CA$80,000222024
San Francisco Ballet AssociationSan Francisco, CA$75,000332024
Trustees of Amherst CollegeAmherst, MA$75,000222024
Young Mens Christian Association Booth Bay RegionBoothbay Hbr, ME$75,000222023
Diocese of MetuchenPiscataway, NJ$70,000112024
San Francisco Ballet Endowment FoundationSan Francisco, CA$65,000332024
American Conservatory Theatre FoundationSan Francisco, CA$60,000332024
Incline Village Community Hospital FoundationIncline Vlg, NV$50,000222024
Renown Health FoundationReno, NV$50,000222024
Wing Luke Memorial FoundationSeattle, WA$50,000222024
Institute for JusticeArlington, VA$40,000222024
Merola Opera ProgramSan Francisco, CA$33,000222024
Kehillat Ma Arav-the Westside CongregationSanta Monica, CA$30,000112024
Live Like Chasen Petcovic FoundationReston, VA$28,483112023
Bigelow Laboratory for Ocean SciencesEast Boothbay, ME$25,000112023
Foundation to Eradicate Duchenne IncAlexandria, VA$25,000112024
Rebuilding Together-Lincoln CountyBoothbay Hbr, ME$25,000112023
Chabad of Northern Nevada IncReno, NV$24,500222024
Boothbay Region Community Resource CouncilBoothbay Hbr, ME$24,000222023
Wheaton CollegeNorton, MA$22,000222024
Ashland Care Center IncAshland, OH$20,000212024
P E F Israel Endowment Funds IncNew York, NY$20,000112023
Emory Jewish Student Center IncAtlanta, GA$18,600112021
United Way of Mid Coast Maine IncBath, ME$18,000222023
New Immigrant Community EmpowermentJackson Heights, NY$17,500222023
Ave Maria University IncAve Maria, FL$15,000112024
Order of the Holy Cross IncCarrollton, OH$15,000112024
Temple Knesset IsraelLos Angeles, CA$15,000112024
John Buz Gorman Charitable TrustReston, VA$10,750112024
Alzheimer's Music ProjectPelham, MA$10,000112024
AshokaArlington, VA$10,000112024
Assoc of Knights & Ladies of Equest Order of Holy Sepulchre-JerusalemNew York, NY$10,000112024
Bishop MuseumHonolulu, HI$10,000112023
Boothbay Region Housing TrustW Boothbay Ha, ME$10,000112023
Crimsonrise IncStaten Island, NY$10,000112024
Emory UniversityAtlanta, GA$10,000112021
Friends of the Israel Defense ForcesNew York, NY$10,000112023
Island InstituteRockland, ME$10,000112023
Kansas State University FoundationManhattan, KS$10,000112024
Larkin Street Youth ServicesSan Francisco, CA$10,000112022
Malvern Retreat HouseMalvern, PA$10,000112024
Manhattan-Ogden Public Schools FoundationManhattan, KS$10,000112024
Marian Fathers of the Immaculate Conception of the BvmStockbridge, MA$10,000112024
Panebianco Family FoundationReston, VA$10,000112022
Roland Park Community Foundation IncBaltimore, MD$10,000112023
Schooling for LifeReston, VA$10,000112024
Society for Science and the PublicWashington, DC$10,000112024
The Board of Trustees of the Leland Stanford Junior UniversityStanford, CA$10,000112021
Chesapeake Climate Action NetworkTakoma Park, MD$8,500112023
Banner Health FoundationPhoenix, AZ$8,000112023
ONE22 IncJackson, WY$8,000112023
Capital Area Food BankWashington, DC$7,500112022
Destination Tomorrow IncBronx, NY$7,500112022
Transitional Housing CorporationWashington, DC$7,500112022
Providence Health & Services FoundationBurbank, CA$5,000112021
University of California San Francisco FoundationSan Francisco, CA$5,000112021

22 of 71 (31%) received money in more than one year over the 4 years we hold. Remember the $5,000 floor: an organization funded every year at $3,000 shows up here as never funded at all.

What the money was for

Taken verbatim from the purpose column of its filings, largest first. This is the closest thing to a statement of what it funds, in its own words.

What kind of organizations it funds

By the activity category the IRS assigns each recipient, for the 56 of 71 recipients we could match to a registered organization. The categories are the IRS's, not ours -- Schedule I reports the recipient's EIN, so this is a lookup rather than a name match.

Education
11 orgs
Arts & Culture
8 orgs
Philanthropy & Grantmaking
5 orgs
Religion
4 orgs
International Affairs
4 orgs
Health Care
4 orgs
Housing & Shelter
3 orgs
Human Services
3 orgs

Giving by year

Tax yearGrants reportedTotalMedian grant
202112$2,413,970$21,800
202216$363,700$10,000
202332$1,671,483$25,000
202439$1,812,250$20,000

Tax years, not calendar years, and the most recent year is usually incomplete -- Form 990 arrives about a year after the year it covers, so a low final year means late paperwork rather than a grantmaker winding down.

Where its money goes

22% of its giving went to organizations in Virginia. Community foundations and federated funds are usually the most geographically bounded funders there are -- being outside the footprint is normally disqualifying in a way that a weak programme fit is not.

Virginia
$1.4M
Utah
$1.2M
Hawaii
$1.0M
California
$538K
Washington
$350K
Ohio
$290K
Oregon
$280K
Maine
$187K

Down to the city

Reston, VA
$1.3M
Laie, HI
$1.0M
Lehi, UT
$877K
Highland, UT
$300K
Chehalis, WA
$300K
Florence, OR
$280K

Foundations that fund only organizations they pick gave to this one

16 private foundations that told the IRS they contribute only to organizations they select themselves reported 22 grants totalling $6,011,181 to The Sterling Donor Advised Fund. That is 73% of the 22 funders we can see giving to it. Those 16 foundations do not take unsolicited requests -- their own returns say so. The IRS classifies this organization as a federated giving programme.

2 of them gave in more than one tax year, which is the only durability signal the filings carry.

What that does not mean. It does not mean an application here reaches that money. A grant from a closed foundation is often a designated gift or a donor-advised fund earmarked by whoever gave it, and has nothing to do with any open programme this organization runs. Neither tax return says which, so neither do we. The list below is who put money in. It is not a route to it.

FoundationStateReportedGrantsYearsLast
Joe Dacy Charitable TrustVirginia$4,670,250112024
The Fred Perry Family FoundationVirginia$405,000552025
Chris and Dee Dee Gibson FndnNew Jersey$280,000112023
Tagliabue Family FoundationVirginia$280,000332023
May Liang and James Lintott FoundationVirginia$100,000112024
Michael & Leah Weisberg FamilyNew York$100,000112022
Brickell Family FoundationVirginia$76,350112025
Helix FoundationVirginia$45,018112025
Protect Your Sister ProjectVirginia$20,000112024
Devon Creek FoundationVirginia$10,000112025

The 10 largest by reported dollars, of 16.

Every foundation in the table above files Form 990-PF, which reports every grant it made and asks outright whether it funds only organizations it picks. That answer is what puts it on this list; no other form asks the question. The grants this organization reports making are on Form 990 Schedule I, which only requires listing recipients paid more than $5,000. Two different populations, so the money in and the money out on this page are not two halves of one figure and must not be added or compared.

Both the count and the total are floors. A foundation appears here only where its return named this organization clearly enough for us to match the name to an EIN, which we manage for about two thirds of 990-PF grant rows. There are more; we cannot name them.

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Funders that support the same organizations

These grantmakers and private foundations gave to organizations this one also funded. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.

Fidelity Investments Charitable Gift Fund49 shared recipientsDonor Advised Charitable Giving Inc44 shared recipientsVanguard Charitable Endowment Program34 shared recipientsNational Philanthropic Trust30 shared recipientsAmerican Online Giving Foundation Inc30 shared recipientsMorgan Stanley Global Impact Funding Trust Inc27 shared recipients

How to approach this grantmaker

  1. Look for a published programme first. Unlike most private foundations, organizations of this kind often do run open, deadlined grant cycles with written guidelines. Its own website is the authority on that; this page is the authority on who it has actually paid.
  2. Check you are its size. The median reported grant is $20,000 -- and because grants under $5,000 need not be reported, it very likely writes smaller cheques than this page can see.
  3. Check you are in its geography. Its giving concentrates in Virginia.
  4. Read the recipient list for organizations like yours. If nothing on it resembles your work, that is a real answer and a cheap one to get.

Related guides

Foundations funding education in VirginiaEvery funder in this groupFoundations funding arts & culture in VirginiaEvery funder in this group

Where these numbers come from

Everything above is taken from The Sterling Donor Advised Fund's own Form 990 Schedule I filings, which the IRS publishes in bulk. We used 4 returns (tax years 2021-2024). Grant figures are from its returns. Recipient classifications, the concentration and retention figures and the funders that support the same organizations are our own calculations from them, described in how we build this.

On its most recent return it told the IRS it made grants to 39 section 501(c)(3) organizations and 0 other organizations. That is the filer's own count for one year; the totals above cover every year we hold.

Address of record on the latest return: 12030 Sunrise Valley Drive 450, Reston, VA, 20191.

EIN 27-0418124 · See the original filings on ProPublica · How we build this

This is history, not an open call. Form 990 is published about a year after the tax year it covers. Nothing on this page is a deadline. It is a record of who this organization has actually funded.

Is something here wrong about your organization? Email [email protected] and we will correct it.