Joe Dacy Charitable Trust
Joe Dacy Charitable Trust is a private foundation, based in RESTON, VA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $59.3M in total assets. In 2024, it awarded 1 grants totaling $4.7M. Net investment income was $728K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$59.3M
-6.3% YoY
Annual Giving
$4.7M
Grant Count
1
Avg Grant Size
$4.7M
Under IRS private-foundation payout rules, Joe Dacy Charitable Trust reported a distributable amount of $2.9M for 2024 — the minimum it must pay out in qualifying distributions.
About Joe Dacy Charitable Trust
Based on IRS filings
Joe Dacy Charitable Trust is a private foundation, based in RESTON, VA. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $59.3M in total assets. In 2024, it awarded 1 grants totaling $4.7M. Net investment income was $728K.
Ready to take the next step with Joe Dacy Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 |
|---|---|---|
| Total Assets | $59,313,452 | $63,314,049 |
| Revenue | $866,810 | $63,314,239 |
| Expenses | $4,867,407 | $190 |
| Qualifying Distributions | $4,705,263 | — |
| Net Investment Income | $727,565 | $779,049 |
| Distributable Amount | $2,895,803 | $2,770,148 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Sterling Donor Advised Fund ($4,670,250).
| Recipient | Purpose | Amount |
|---|---|---|
| THE STERLING DONOR ADVISED FUND RESTON, VA | GENERAL SUPPORT | $4,670,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID DACY | TRUSTEE | 1 | — |
| ROBERT DACY | TRUSTEE | 1 | — |
| CHRISTOPHER DACY | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Joe Dacy Charitable Trust?
As of 2024, Joe Dacy Charitable Trust holds $59.3M in total assets with $867K in annual revenue. It awarded 1 grants totaling $4.7M in 2024.
Where does Joe Dacy Charitable Trust operate?
Joe Dacy Charitable Trust has awarded grants in Virginia.
What size grants does Joe Dacy Charitable Trust award?
In 2024, Joe Dacy Charitable Trust awarded 1 grants totaling $4.7M — an average of about $4.7M per grant, based on its IRS Form 990 filings.
How much is Joe Dacy Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joe Dacy Charitable Trust reported a distributable amount of $2.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joe Dacy Charitable Trust's EIN?
Joe Dacy Charitable Trust's EIN (Employer Identification Number) is 88-6803798. IRS Form 990 filing data is available on this page for 2023–2024.
Explore Open Grants
Browse active grant opportunities in Joe Dacy Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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