Joe Dacy Charitable Trust
Joe Dacy Charitable Trust is a private foundation, based in Reston, VA. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $58.8M in total assets. In 2025, it awarded 1 grant totaling $1.2M. Net investment income was $662K.
Joe Dacy Charitable Trust at a glance
In short: Joe Dacy Charitable Trust gave $1.2M across 1 grant in 2025 (avg $1.2M), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,178,944
- -74.8% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,178,944
- -74.8% vs 2024
- Median grant
- $1,178,944
- Total assets
- $58,765,497
- -0.9% vs 2024
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joe Dacy Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Joe Dacy Foundation ($1.2M).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $1–5M range: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Joe Dacy Charitable Trust gives
- In 2025 it paid out 41% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $1.2M (2025) to $4.7M (2024). In 2025 it made 1 grant totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Joe Dacy Foundation Reston, VA | General Support | $1,178,944 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $58,765,497 | $813,629 | $1,361,584 | $1,178,944 | 1 | $1,201,370 | $661,648 | $2,927,751 |
| 2024 | $59,313,452 | $866,810 | $4,867,407 | $4,670,250 | 1 | $4,705,263 | $727,565 | $2,895,803 |
| 2023 | $63,314,049 | $63,314,239 | $190 | — | — | — | $779,049 | $2,770,148 |
Under IRS private-foundation payout rules, Joe Dacy Charitable Trust reported a distributable amount of $2.9M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joe Dacy Charitable Trust is led by David Dacy, President since 2025 (on filings since 2023); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
David Dacy
President
Trustee → President, 2025
On filings since 2023
1 hr/week
No compensation reported
Christopher Dacy
Treasurer
Trustee → Treasurer, 2025
On filings since 2024
1 hr/week
No compensation reported
Robert Dacy
Secretary
Trustee → Secretary, 2025
On filings since 2024
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2023–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joe Dacy Charitable Trust
How much does Joe Dacy Charitable Trust give each year?
Joe Dacy Charitable Trust gave $1.2M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4.7M across 1 grant.
How large is Joe Dacy Charitable Trust?
Joe Dacy Charitable Trust reported $58.8M in total assets on its 2025 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $2.9M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Joe Dacy Charitable Trust operate?
Joe Dacy Charitable Trust has awarded grants in Virginia.
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 2023–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 8, 2026)
- IRS filings on file for fiscal years 2023–2025
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Browse active grant opportunities in Joe Dacy Charitable Trust's focus areas in our free grants database
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