Joe Dacy Charitable Trust

EIN 88-6803798 • Reston, VA

12030 Sunrise Valley Drive 450Reston, VA 20191

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$50M-$100M nonprofits • Source year 2024

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$50M-$100M nonprofits • Source year 2024

-462%

Higher net margin than 1% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Higher top officer pay than 16% of similar nonprofits.

$50M-$100M nonprofits • Source year 2025

-6.3%

Faster asset growth than 10% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

-99%

Faster revenue growth than 1% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets12th percentile

Assets

Down

$59,313,452

Down $4,000,597 (-6.3%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$59,313,452

Down $4,000,597 (-6.3%) from 2023

Operations

Liabilities / Revenue13th percentile Net Margin1st percentile

Revenue

Down

$866,810

Down $62,447,429 (-99%) from 2023

Expenses

$4,867,407

Up $4,867,217 (+2561693%) from 2023

Net Income

Down

-$4,000,597

Down $67,314,646 (-106%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2024

Assets$59,313,452

Liabilities$0

Net Assets$59,313,452

Open 2024 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2024

Revenue$866,810

Expenses$4,867,407

Net Income-$4,000,597

Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $59,313,452
Liabilities: $0
Net assets: $59,313,452
Revenue: $866,810
Expenses: $4,867,407
Net income: -$4,000,597

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$59.3	$0.00	$59.3	$0.87	$4.87	$4.00
2023Detailed filing. Detailed filing data is available for this year.	$63.3	$0.00	$63.3	$63.3	$0.00	$63.3

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 14, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay16th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID DACY	Trustee	-	$0	-	-
ROBERT DACY	Trustee	-	$0	-	-
CHRISTOPHER DACY	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Joe Dacy Charitable Trust
EIN: 88-6803798
Phone: 7034379720
Address: 12030 SUNRISE VALLEY DRIVE 450, RESTON, VA 20191

Signing Officer

Name: Christopher Dacy
Title: Trustee
Phone: 7034379720
Signed: 2025-05-14
Discuss with paid preparer: Yes

Preparer

Firm: Gorfine Schiller & Gardyn Pa
Address: 10045 RED RUN BLVD SUITE 250, OWINGS MILLS, MD 21117
Preparer: Matthew Q Keefer CPA
Phone: 4103565900

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	2895803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	4705263
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	960688
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	2770148
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	35007
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	35007
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	31135000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	1	31400000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	JDF WINDY HILL RD LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	1	LAND - 400 AND 402 CONGRESS AVENUE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	26464750
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	1	31400000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	26464750
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	1	31400000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	6
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	6
TaxesSchedule/TaxesDetail/Amt	0	22899
TaxesSchedule/TaxesDetail/Amt	1	139245
TaxesSchedule/TaxesDetail/CategoryTxt	0	EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	PROPERTY TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	139245
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHRISTOPHER DACY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7034379720
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	JOE DACY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O STERLING FOUNDATION MANAGEMENT LLC
ReturnHeader/Filer/BusinessNameControlTxt	0	JOED
ReturnHeader/Filer/EIN	0	886803798
ReturnHeader/Filer/PhoneNum	0	7034379720
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	12030 SUNRISE VALLEY DRIVE 450
ReturnHeader/Filer/USAddress/CityNm	0	RESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VA
ReturnHeader/Filer/USAddress/ZIPCd	0	20191
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	521231901
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	GORFINE SCHILLER & GARDYN PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	10045 RED RUN BLVD SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	OWINGS MILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	21117
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4103565900
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MATTHEW Q KEEFER CPA
ReturnHeader/ReturnTs	0	2025-05-15T08:27:54-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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