Joe Dacy Charitable Trust C/O Sterling Foundation Management LLC

990PF • Fiscal year 2024 • EIN 88-6803798

Jan 01, 2024 to Dec 31, 2024 • Filed on May 14, 2025

Organization Profile

12030 Sunrise Valley Drive 450Reston, VA 20191

(703) 437-9720

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

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

0.00x

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

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

-462%

Higher net margin than 1% of similar nonprofits.

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

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

-6.3%

Faster asset growth than 9% of similar nonprofits.

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

-99%

Faster revenue growth than 1% of similar nonprofits.

2024 filings • $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

Net Assets

Down

$59,313,452

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

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue12th 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

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

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 across loaded years, with this filing highlighted.

Highlighted filing

2024

Revenue$866,810

Expenses$4,867,407

Net Income-$4,000,597

Open 2024 Filing

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

Raw XML Appendix292 raw XML fields

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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	CHARLES SCHWAB
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	18512
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt	0	848298
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd	0	16
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	866810
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	4670250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	4670250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	18512
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	18512
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-4000597
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt	0	848298
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt	0	848298
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	35007
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	35007
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	727565
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	848298
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	6
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	6
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	139245
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	162144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	4705263
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	139245
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	4867407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	866810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	866810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	35013
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	197157
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-4000597
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	59313452
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	63314049
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	59313452
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	2895803
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	2895803
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	2895803
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	2905916
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	12000
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	12000
IRS990PF/FMVAssetsEOYAmt	0	59466240
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	609749
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	107993
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	107993
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt	0	63314049
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	62535000
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	1489709
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	3788
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	3788
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	59313452
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt	0	0
IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	59003364
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	141931
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	996683
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	885050
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	57864750
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	2905916
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	58118314
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	59003364
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed 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