TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
STERLING FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)2000 BEAVER PLACE AVE SW
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CANTON, OH44706

A Employer identification number

75-3088351

B Telephone number (see instructions)

(330) 478-2151

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$10,752,058J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	2,551,220
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	150,481		149,860
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		897,562
b	Gross sales price for all assets on line 6a 1,825,338
7	Capital gain net income (from Part IV, line 2)...			897,562
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	66,124	63,857
12	Total. Add lines 1 through 11........	3,665,387		1,111,279
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	330	0	0	330
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,500	0	0	1,500
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	46,802	46,802		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	14,142	856		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	33,791	28,676		200
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	96,565		76,334	0	2,030
25	Contributions, gifts, grants paid.......	284,000				284,000
26	Total expenses and disbursements. Add lines 24 and 25	380,565		76,334	0	286,030
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	3,284,822
b	Net investment income (if negative, enter -0-)			1,034,945
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	5,468,611	List of Attached Documents: // Content 8,296,097	10,752,058
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,468,611	8,296,097	10,752,058
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	5,468,611	8,296,097
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	5,468,611	8,296,097
	30	Total liabilities and net assets/fund balances (see instructions).	5,468,611	8,296,097

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

5,468,611

Enter amount from Part I, line 27a .....................

3,284,822

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

56,271

Add lines 1, 2, and 3 ..........................

8,809,704

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

513,607

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

8,296,097

Form 990-PF (2024)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	5. AMN HEALTHCARE SERVICES INC		2024-08-08	2024-08-13
b	14. AMN HEALTHCARE SERVICES INC		2024-08-08	2024-11-27
c	15. ACADIA HEALTHCARE CO INC		2024-08-08	2024-11-27
d	200000. AMAZON.COM INCDTD 2/22/2018 2.80000% 8/2		2023-06-02	2024-08-22
e	21. AMENTUM HOLDINGS INC		2024-08-08	2024-10-01
	417. APPLE INC		2013-01-25	2024-07-01
	432. APPLE INC		2013-01-25	2024-10-23
	648. BIOMARIN PHARMACEUTICAL INC		2022-06-07	2024-10-23
	25. BROADCOM INC		2020-10-27	2024-07-01
	607. BROADCOM INC		2020-10-27	2024-10-23
	300. CHEVRON CORP		2020-12-03	2024-10-23
	138. CLEVELAND-CLIFFS INC		2024-08-08	2024-09-26
	107. COSTCO WHOLESALE CORP		2015-06-22	2024-10-23
	200. DANAHER CORP		2015-06-22	2024-10-23
	1. EMCOR GROUP INC		2024-08-13	2024-10-01
	29. FORTREA HOLDINGS INC		2024-08-08	2024-08-13
	340. HESS CORP		2021-11-19	2024-10-23
	121. HONEYWELL INTERNATIONAL INC		2023-10-19	2024-10-23
	200. ILLINOIS TOOL WORKS INC COM		2011-04-20	2024-10-23
	600. JP MORGAN CHASE & CO		2012-03-13	2024-10-23
	9. JACOBS SOLUTIONS INC		2024-08-08	2024-11-27
	400. JOHNSON & JOHNSON		2023-10-19	2024-10-23
	12. KNIFE RIVER HOLDING CO		2024-08-08	2024-09-26
	50. LULULEMON ATHLETICA INC		2024-07-01	2024-10-23
	200. LULULEMON ATHLETICA INC		2023-06-02	2024-10-23
	1500. MOLSON COORS BREWING CO		2023-09-08	2024-07-01
	1000. NVIDIA CORP		2019-10-30	2024-07-01
	809. NVIDIA CORP		2019-10-30	2024-07-23
	2000. PG&E CORP		2023-06-02	2024-10-23
	27. PARKER HANNIFIN CORP COM		2023-10-19	2024-10-23
	158. PEPSICO INC CAP		2023-06-02	2024-10-23
	59. S&P GLOBAL INC		2023-09-08	2024-10-23
	10. SOLVENTUM CORP		2024-08-08	2024-08-13
	47. SONOCO PRODS CO		2024-08-08	2024-11-06
	75. THERMO FISHER SCIENTIFIC INC		2017-12-01	2024-10-23
	72. UNITEDHEALTH GROUP INC		2017-04-12	2024-10-23
	200. VISA INC		2017-04-12	2024-10-23
	500. WHEATON PRECIOUS METALS CORP		2020-10-27	2024-10-23
	200. STERIS PLC		2023-06-02	2024-07-01
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	271	311	-40
b	368	871	-503
c	615	1,061	-446
d	200,000	194,874	5,126
e	534	487	47
	90,032	6,621	83,411
	99,460	6,800	92,660
	45,165	50,384	-5,219
	40,604	9,131	31,473
	105,528	22,169	83,359
	45,029	27,164	17,865
	1,806	1,857	-51
	96,033	15,004	81,029
	51,349	11,506	39,843
	429	360	69
	588	711	-123
	46,799	25,996	20,803
	26,613	22,315	4,298
	51,301	10,250	41,051
	134,286	24,329	109,957
	1,267	1,076	191
	66,044	60,361	5,683
	1,087	872	215
	14,647	14,873	-226
	58,590	77,823	-19,233
	75,470	95,178	-19,708
	124,017	5,081	118,936
	99,367	4,111	95,256
	40,945	33,595	7,350
	16,998	10,351	6,647
	27,347	28,765	-1,418
	30,174	23,067	7,107
	572	585	-13
	2,398	2,330	68
	43,127	15,413	27,714
	40,653	31,995	8,658
	56,950	20,463	36,487
	33,616	24,035	9,581
	43,831	40,475	3,356
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428
			11,428

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-40
b			-503
c			-446
d			5,126
e			47
			83,411
			92,660
			-5,219
			31,473
			83,359
			17,865
			-51
			81,029
			39,843
			69
			-123
			20,803
			4,298
			41,051
			109,957
			191
			5,683
			215
			-226
			-19,233
			-19,708
			118,936
			95,256
			7,350
			6,647
			-1,418
			7,107
			-13
			68
			27,714
			8,658
			36,487
			9,581
			3,356

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	897,562
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	14,386
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	14,386
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	14,386
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	8,656
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	5,736
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	14,392
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	6
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax6	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

STERLING FAMILY FOUNDATION, C/O R WILLIAMS Telephone no. right arrow

(330) 478-2151

Located at right arrow

2000 BEAVER PLACE AVE SWCANTONOH ZIP+4 right arrow

44706

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
W MARK STERLING	TRUSTEE, PRESIDENT 2	0
2000 BEAVER PLACE CANTON,OH44706	TRUSTEE, PRESIDENT 2	0
JEFFREY W STERLING	TRUSTEE, V.P. 2	0
2000 BEAVER PLACE SW CANTON,OH44706	TRUSTEE, V.P. 2	0
RICHARD WILLIAMS	TRUSTEE, SEC. TREASURER 2	0
2000 BEAVER PLACE SW CANTON,OH44706	TRUSTEE, SEC. TREASURER 2	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

7,979,326

Average of monthly cash balances.......................

577,375

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

8,556,701

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,556,701

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

128,351

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

8,428,350

Minimum investment return. Enter 5% (0.05) of line 5................

421,418

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

421,418

Tax on investment income for 2024 from Part V, line 5 .......

14,386

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

14,386

Distributable amount before adjustments. Subtract line 2c from line 1............

407,032

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

407,032

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

407,032

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

286,030

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

286,030

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					407,032
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				281,387
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 286,030
a Applied to 2023, but not more than line 2a				281,387
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2024 distributable amount.....					4,643
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					402,389
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN RED CROSS 431 18TH ST NW WASHINGTON,DC20006	NONE	PC	GENERAL OPERATING	15,000
SAM CENTER 413 LINCOLN WAY E MASSILLON,OH44646	NONE	PC	GENERAL OPERATING	2,000
PERRY HIGH SCHOOL ADULT BOOSTER CLUB 2539 FALLEN OAK CIR NE MASSILLON,OH44646	NONE	PC	GENERAL OPERATING	5,000
BEACON CHARITABLE PHARMACY INC 2525 13TH ST NW CANTON,OH44708	NONE	PC	GENERAL OPERATING	5,000
TUNNELS TO TOWERS 2361 HYLAN BLVD STATEN ISLAND,NY10306	NONE	PC	GENERAL OPERATING	5,000
BUCKEYE CAREER CENTER FDN 545 UNIVERSITY DR NE NEW PHILADELPHIA,OH44663	NONE	PC	GENERAL OPERATING	2,000
JACKSON BEAR HUGS 9431 PAULDING STREET NW MASSILLON,OH44646	NONE	PC	GENERAL OPERATING	1,000
PYMATUNING VALLEY ATHLETIC BOOSTERS P O BOX 1180 ANDOVER,OH44003	NONE	PC	GENERAL OPERATING	10,000
J R COLEMAN 2213 14TH STREET NE CANTON,OH44705	NONE	PC	GENERAL OPERATING	1,000
THE SALVATION ARMY 615 SLATERS LN ALEXANDRIA,VA22314	NONE	PC	GENERAL OPERATING	20,000
PATHWAY CARING FOR CHILDREN 4895 DRESSLER RD NW STE A CANTON,OH447182571	NONE	PC	GENERAL OPERATING	2,000
UNITED WAY OF GREATER STARK COUNTY 4825 HIGBEE AVE NW SUITE 101 CANTON,OH44718	NONE	PC	GENERAL OPERATING	120,000
YMCA OF CENTRAL STARK COUNTY 4700 DRESSLER RD NW CANTON,OH447182570	NONE	PC	GENERAL OPERATING	5,000
BOYS AND GIRLS CLUB OF MASSILLON 730 DUNCAN ST SW MASSILLON,OH446477960	NONE	PC	GENERAL OPERATING	2,000
COMMQUEST SERVICES INC 601 CLEVELAND NW AVE CANTON,OH447021836	NONE	PC	GENERAL OPERATING	30,000
AKRONCANTON REGIONAL FOODBANK 350 OPPORTUNITY PKWY AKRON,OH443072234	NONE	PC	GENERAL OPERATING	30,000
PROJECT REBUILD 406 SHORB AVE NW CANTON,OH447032617	NONE	PC	GENERAL OPERATING	5,000
HAMMER & NAILS INC 1404 7TH ST NW CANTON,OH447032924	NONE	PC	GENERAL OPERATING	3,000
REPLAY FOR KIDS 600 W STURBRIDGE DR MEDINA,OH442564242	NONE	PC	GENERAL OPERATING	1,000
ARTS IN STARK 900 CLEVELAND AVE NW CANTON,OH447021812	NONE	PC	GENERAL OPERATING	5,000
TOM TOD IDEAS INC 439 MARKET AVE N CANTON,OH447021543	NONE	PC	GENERAL OPERATING	1,000
PROJECT KARE 402 2ND STREET SE CANTON,OH447021174	NONE	PC	GENERAL OPERATING	1,000
BE A BETTER ME FOUNDATION 901 TUSCARAWAS ST E CANTON,OH447073152	NONE	PC	GENERAL OPERATING	1,000
COMPASSION DELIVERED INC 1320 BEL AIR DR NW NORTH CANTON,OH447202210	NONE	PC	GENERAL OPERATING	1,000
THE BIN 531 N MAIN ST MAGNOLIA,OH446439213	NONE	PC	GENERAL OPERATING	1,000
STARK COUNTY DIAPER BANK PO BOX 35452 CANTON,OH447355452	NONE	PC	GENERAL OPERATING	1,000
REFUGE OF HOPE 384 SUNNYMEADE RD RUSTBURG,VA245883367	NONE	PC	GENERAL OPERATING	5,000
USO P O BOX 96860 WASHINGTON,DC20077	NONE	PC	GENERAL OPERATING	2,000
SHIPLEY CHILD CARE CENTER 919 2ND ST NE CANTON,OH44704	NONE	PC	GENERAL OPERATING	2,000
Total ................................. 3a				284,000

bApproved for future payment

Total ................................. 3b

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	150,481
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	897,562
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aPFIC INCOME			14	35,864
bGLASFUNDS NII			14	27,879
cGLASFUNDS UBTI	900099	2,240
dRAC OPPORTUNITY FU			14	114
eRAC OPPORTUNITY FU	900099	27
12 Subtotal. Add columns (b), (d), and (e) ..		2,267		1,111,900

13Total. Add line 12, columns (b), (d), and (e)..................

1,114,167

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

STERLING FAMILY FOUNDATION

Employer identification number

75-3088351

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization STERLING FAMILY FOUNDATION

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	BEAVER EXCAVATING COMPANY 2000 Beaver Place Ave SW PO Box 6059 Canton, OH44706	$ 2,000,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	JEFFREY STERLING 1128 ROLENA CIR NW CANTON, OH44708	$ 251,335	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
3	MARK STERLING 3800 20TH STREET CANTON, OH44708	$ 299,885	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization STERLING FAMILY FOUNDATION		Employer identification number 75-3088351

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
2	APPLE	$ 251,335	2024-12-31
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
3	APPLE, NVIDIA STOCK	$ 299,885	2024-12-27
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization STERLING FAMILY FOUNDATION			Employer identification number 75-3088351
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2024 AccountingFeesSchedule

Name:

STERLING FAMILY FOUNDATION

EIN:

75-3088351

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,500			1,500

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

STERLING FAMILY FOUNDATION

EIN:

75-3088351

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
023135106 AMAZON COM INC	AT COST	113,123	221,584
060505104 BANK OF AMERICA CORP	AT COST	125,109	133,652
11135F101 BROADCOM INC	AT COST	23,484	149,073
22160K105 COSTCO WHOLESALE COR	AT COST	6,030	39,400
235851102 DANAHER CORP DEL
438516106 HONEYWELL INTERNATIO	AT COST	34,986	85,612
464287499 ISHARES RUSSELL MIDC	AT COST	10,500	37,570
464287655 ISHARES RUSSELL 2000	AT COST	42,141	66,288
464287804 ISHARES CORE S&P SMA	AT COST	83,462	144,025
67066G104 NVIDIA CORP	AT COST	53,964	437,383
701094104 PARKER HANNIFIN CORP	AT COST	64,789	141,835
921943858 VANGUARD FTSE DEV MK	AT COST	61,432	71,730
92826C839 VISA INC
42809H107 HESS CORP	AT COST	50,463	87,787
91324P102 UNITEDHEALTH GROUP I	AT COST	14,711	45,022
962879102 WHEATON PRECIOUS MET
998143905 KEYBANK DEPOSIT SWEE	AT COST	1,144,741	1,144,741
02079K305 ALPHABET INC	AT COST	191,866	343,580
72201U638 PIMCO MORTAGE OPP &	AT COST	85,518	73,704
452308109 ILLINOIS TOOL WKS IN
46625H100 JP MORGAN CHASE & CO
883556102 THERMO FISHER SCIENT
998158706 SAMLYN LONG ALPHA OF	AT COST	250,000	330,109
037833100 APPLE INC	AT COST	37,151	608,771
13321L108 CAMECO CORP	AT COST	92,899	258,029
464287507 ISHARES CORE S&P MID	AT COST	61,135	109,043
592905509 METROPOLITAN WEST T/	AT COST	75,000	73,511
594918104 MICROSOFT CORP	AT COST	234,449	386,094
35671D857 FREEPORT-MCMORAN INC	AT COST	57,994	94,515
38147N293 GOLDMAN SACHS GQG PT	AT COST	133,437	149,782
46653M849 JOHCM INTERNATIONAL	AT COST	116,305	120,339
74256W584 PRINCIPAL MIDCAP FUN	AT COST	103,886	153,814
9983171S0 LIMITED PARTNERSHIP	AT COST	67,431	67,431
166764100 CHEVRON CORP
98419M100 XYLEM INC	AT COST	64,128	56,502
78409V104 S&P GLOBAL INC	AT COST	53,876	75,203
998372424 GLAS FUNDS LP - ELLI	AT COST	273,158	316,644
47103U845 JANUS HENDERSON AAA	AT COST	175,234	179,919
186854204 CLIFFWATER CORP LEND	AT COST	148,164	148,971
998332701 GLASFUNDS SPC-1825 C	AT COST	249,375	274,020
998280401 GLASFUNDS LP - CBRE	AT COST	253,111	199,935
09061G101 BIOMARIN PHARMACEUTI
998372308 GLASFUNDS SPC - TRUE	AT COST	150,694	130,906
892356106 TRACTOR SUPPLY CO	AT COST	54,542	66,325
020002101 ALLSTATE CORP	AT COST	64,008	76,152
023135AZ9 AMAZON.COM INCDTD 2/
025816109 AMERICAN EXPRESS CO	AT COST	72,373	118,716
030420103 AMERICAN WATER WORKS	AT COST	42,253	37,347
229663109 CUBESMART	AT COST	40,703	42,850
337738108 FISERV INC	AT COST	107,906	152,011
36266G107 GE HEALTHCARE TECHNO	AT COST	124,072	116,645
40168W525 GUGGENHEIM TOTAL RET	AT COST	151,904	154,943
46187W107 INVITATION HOMES INC	AT COST	34,101	31,970
478160104 JOHNSON & JOHNSON
49177J102 KENVUE INC	AT COST	130,138	129,296
550021109 LULULEMON ATHLETICA
60871R209 MOLSON COORS BREWING
69331C108 PG&E CORP
713448108 PEPSICO INC	AT COST	57,593	52,005
872590104 T-MOBILE US INC	AT COST	91,213	135,970
89236TKL8 TOYOTA MOTOR CREDIT	AT COST	99,186	102,345
929160109 VULCAN MATERIALS CO	AT COST	75,131	87,201
957663669 WESTERN ASSET CORE P	AT COST	24,966	26,614
961214DK6 WESTPAC BANKING CORP	AT COST	190,640	195,178
998491256 GLAS FUNDS SPC	AT COST	18,854	9,147
998491279 GLASFUNDS SPC-RIVERS	AT COST	176,956	232,763
998603518 III CREDIT OPPORTUNI	AT COST	250,000	297,568
G8473T100 STERIS PLC
H8817H100 TRANSOCEAN LTD	AT COST	144,600	106,789
008492100 AGREE REALTY CORP	AT COST	2,433	2,395
011642105 ALARM.COM HOLDINGS I	AT COST	2,158	2,006
023939101 AMENTUM HOLDINGS INC	AT COST	1,263	1,115
032095101 AMPHENOL CORP	AT COST	45,005	45,629
039483102 ARCHER DANIELS MIDLA	AT COST	50,943	43,195
03957W106 ARCHROCK INC	AT COST	1,504	1,966
04956D107 ATMUS FILTRATION TEC	AT COST	3,323	3,996
05329W102 AUTONATION INC	AT COST	1,698	1,698
05379B107 AVISTA CORP	AT COST	1,176	1,136
053807103 AVNET INC	AT COST	1,915	1,884
05550J101 BJ'S WHOLESALE CLUB	AT COST	1,517	1,608
08579W103 BERRY GLOBAL GROUP I	AT COST	2,377	2,328
10922N103 BRIGHTHOUSE FINANCIA	AT COST	1,824	2,066
116794108 BRUKER CORP	AT COST	1,512	1,407
12008R107 BUILDERS FIRSTSOURCE	AT COST	1,843	1,715
125523CV0 CIGNA CORP	AT COST	250,108	245,188
12653C108 CNX RESOURCES CORP	AT COST	2,497	3,520
142339100 CARLISLE COS INC	AT COST	1,929	1,844
147528103 CASEYS GEN STORES IN	AT COST	1,500	1,585
155923105 CENTURI HOLDINGS INC	AT COST	2,328	2,897
16359R103 CHEMED CORP	AT COST	1,159	1,060
169905106 CHOICE HOTELS INTL I	AT COST	1,456	1,704
19239V302 COGENT COMMUNICATION	AT COST	1,520	1,696
20603L102 CONCENTRA GROUP HOLD	AT COST	953	831
22002T108 CORPORATE OFFICE PPT	AT COST	2,477	2,662
24422EXX2 JOHN DEERE CAPITAL C	AT COST	245,165	242,568
29084Q100 EMCOR GROUP INC	AT COST	2,131	2,723
29358P101 ENSIGN GROUP INC	AT COST	1,535	1,461
29430C102 VESTIS CORP-W/I	AT COST	2,602	2,972
30257X104 FB FINANCIAL CORP	AT COST	2,642	3,142
320517105 FIRST HORIZON NATION	AT COST	2,621	3,525
33768G107 FIRSTCASH HOLDINGS I	AT COST	2,376	2,176
34965K107 FORTREA HOLDINGS INC	AT COST	1,594	1,212
361448103 GATX CORP	AT COST	1,762	2,014
371901109 GENTEX CORP	AT COST	1,298	1,293
374297109 GETTY REALTY CORP	AT COST	2,317	2,320
37637K108 GITLAB INC	AT COST	47,651	50,884
37637Q105 GLACIER BANCORP INC	AT COST	2,736	3,264
379577208 GLOBUS MEDICAL INC	AT COST	1,764	1,985
384109104 GRACO INC	AT COST	1,440	1,517
384637104 GRAHAM HOLDINGS CO	AT COST	1,443	1,744
403949100 HF SINCLAIR CORP	AT COST	1,028	771
42226K105 HEALTHCARE RLTY TR	AT COST	2,323	2,220
452327109 ILLUMINA INC	AT COST	125,168	117,327
45688C107 INGEVITY CORP	AT COST	1,660	1,671
45765U103 INSIGHT ENTERPRISES	AT COST	2,038	1,673
45841N107 INTERACTIVE BROKERS	AT COST	2,882	4,417
466313103 JABIL INC	AT COST	1,313	1,871
46982L108 JACOBS SOLUTIONS INC	AT COST	1,435	1,603
498894104 KNIFE RIVER HOLDING	AT COST	2,180	3,049
499049104 KNIGHT-SWIFT TRANSPO	AT COST	1,260	1,273
532457108 LILLY ELI & CO	AT COST	70,222	59,444
553368101 MP MATERIALS CORP	AT COST	1,254	1,154
562750109 MANHATTAN ASSOCIATES	AT COST	1,725	1,892
57638P104 MASTERBRAND INC	AT COST	2,699	2,542
589889104 MERIT MED SYS INC	AT COST	1,448	1,548
62878D100 N ABLE INC	AT COST	2,344	1,606
650111107 NEW YORK TIMES CO	AT COST	1,656	1,614
651639106 NEWMONT MINING CORP	AT COST	127,563	82,107
665531307 NORTHERN OIL AND GAS	AT COST	2,869	2,787
680223104 OLD REP INTL CORP	AT COST	2,509	2,678
69349H107 PNM RESOURCES INC	AT COST	1,013	1,229
71880K101 PHINIA INC	AT COST	3,218	3,565
740367404 PREFERRED BANK/LOS A	AT COST	2,561	2,851
743312100 PROGRESS SOFTWARE CO	AT COST	1,622	1,889
743606105 PROSPERITY BANCSHARE	AT COST	2,597	2,788
759509102 RELIANCE STEEL & ALU	AT COST	2,294	2,154
76131N101 RETAIL OPPORTUNITY I	AT COST	2,446	2,795
817565104 SERVICE CORP INTERNA	AT COST	1,638	1,756
830566105 SKECHERS USA INC	AT COST	1,678	1,815
83444M101 SOLVENTUM CORP	AT COST	2,632	2,973
844895102 SOUTHWEST GAS HOLDIN	AT COST	1,636	1,626
882681109 TEXAS ROADHOUSE INC	AT COST	2,193	2,346
88339J105 TRADE DESK INC	AT COST	68,703	68,990
889478103 TOLL BROTHERS INC	AT COST	2,404	2,393
891092108 TORO CO	AT COST	1,254	1,121
90384S303 ULTA BEAUTY INC	AT COST	111,716	132,654
912008109 US FOODS HOLDING COR	AT COST	1,747	2,294
92047W101 VALVOLINE INC	AT COST	1,661	1,520
928298108 VISHAY INTERTECHNOLO	AT COST	1,467	1,237
92942W107 WK KELLOGG CO	AT COST	1,504	1,601
942622200 WATSCO INC	AT COST	1,869	1,896
949746101 WELLS FARGO CO	AT COST	128,337	139,497
969904101 WILLIAMS SONOMA INC	AT COST	2,754	3,704
980745103 WOODWARD INC	AT COST	1,570	1,664
98980G102 ZSCALER INC	AT COST	105,586	99,767
998647211 RAC OPPORTUNITY FUND	AT COST	55,701	85,869
G6700G107 NVENT ELECTRIC PLC	AT COST	1,751	1,908
G7496G103 RENAISSANCE RE HLDGS	AT COST	2,321	2,488
G7997R103 SEAGATE TECHNOLOGY H	AT COST	62,268	52,131

- TIN:

TY 2024 LegalFeesSchedule

Name:

STERLING FAMILY FOUNDATION

EIN:

75-3088351

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES - INCOME (ALLOCABLE	330			330

- TIN:

TY 2024 OtherDecreasesSchedule

Name:

STERLING FAMILY FOUNDATION

EIN:

75-3088351

Description	Amount
PY RETURN OF CAPITAL ADJUSTMENT	1,354
ROC ADJUSTMENT ON CY SALES	263
FMV CONTRIBUTION ADJ	511,990

- TIN:

TY 2024 OtherExpensesSchedule

Name:

STERLING FAMILY FOUNDATION

EIN:

75-3088351

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
STATE FILING FEE	200	0	200
GLASFUNDS EXPENSES	17,898	15,994	0
RAC OPPORTUNITY FUND II LP EXP	15,693	12,682	0

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

STERLING FAMILY FOUNDATION

EIN:

75-3088351

Description	Revenue And Expenses Per Books	Net Investment Income
PFIC INCOME	35,864	35,864
GLASFUNDS INCOME	30,119	27,879
RAC OPPORTUNITY FUND II LP INCOME	141	114

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

STERLING FAMILY FOUNDATION

EIN:

75-3088351

Description	Amount
PARTNERSHIP BASIS ADJ	56,271

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

STERLING FAMILY FOUNDATION

EIN:

75-3088351

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED	46,802	46,802

- TIN:

TY 2024 TaxesSchedule

Name:

STERLING FAMILY FOUNDATION

EIN:

75-3088351

Category	Amount	Net Investment Income
FOREIGN TAXES	799	799
FEDERAL TAX PAYMENT - PRIOR YE	5,286	0
FEDERAL ESTIMATES - PRINCIPAL	8,000	0
FOREIGN TAXES ON NONQUALIFIED	57	57