Nonprofit · EIN 88-6803798
JOE DACY CHARITABLE TR
Also known as DAVID W DACY TTEE
Tax-exempt · RESTON, VA 20191
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $813,629 | $1,361,584 | -$547,955 | $58,765,497 | $0 | $58,765,497 |
| December 31, 2024 | 990-PF | $866,810 | $4,867,407 | -$4,000,597 | $59,313,452 | $0 | $59,313,452 |
| December 31, 2023 | 990-PF | $63,314,239 | $190 | $63,314,049 | $63,314,049 | $0 | $63,314,049 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,084
- Net rental income
- $791,545
Expenses
- Grants and similar amounts paid
- $1,178,944
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,201,370
- Excise tax on investment income
- $9,197
Balance sheet and other
- Total assets, start of year
- $59,313,452
- Total assets, end of year
- $58,765,497
- Total liabilities, end of year
- $0
- Net assets, end of year
- $58,765,497
- Fair market value of assets
- $58,839,040
- Qualifying distributions
- $1,201,370
- Net investment income
- $813,629
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DACY 12030 SUNRISE VALLEY DR STE 450, RESTON, VA 20191 | PRESIDENT | 1 | $0 |
| ROBERT DACY 12030 SUNRISE VALLEY DR STE 450, RESTON, VA 20191 | SECRETARY | 1 | $0 |
| CHRISTOPHER DACY 12030 SUNRISE VALLEY DR STE 450, RESTON, VA 20191 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DACY 12030 SUNRISE VALLEY DR STE 450, RESTON, VA 20191 | TRUSTEE | 1 | $0 |
| ROBERT DACY 12030 SUNRISE VALLEY DR STE 450, RESTON, VA 20191 | TRUSTEE | 1 | $0 |
| CHRISTOPHER DACY 12030 SUNRISE VALLEY DR STE 450, RESTON, VA 20191 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DACY 12030 SUNRISE VALLEY DR STE 450, RESTON, VA 20191 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 12030 SUNRISE VALLEY DR STE 450, RESTON, VA 20191-3400
- In care of
- % GIO KOTORIY
- Signed the 990-PF
- CHRISTOPHER DACY, TRUSTEE
- Phone
- (703) 437-9720
- Return prepared by
- GORFINE SCHILLER & GARDYN PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-6803798
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $58,765,497
- Income (IRS master file)
- $813,629
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $813,629 | $1,361,584 | $58,765,497 | XML |
| 990-PF | December 2024 | $866,810 | $4,867,407 | $59,313,452 | IRS |
| 990-PF | December 2023 | $63,314,239 | $190 | $63,314,049 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 88-6803798).
Questions about JOE DACY CHARITABLE TR
- What is the EIN of JOE DACY CHARITABLE TR?
- The employer identification number (EIN) of JOE DACY CHARITABLE TR is 88-6803798.
- Is JOE DACY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to JOE DACY CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOE DACY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOE DACY CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOE DACY CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOE DACY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOE DACY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $813,629, expenses of $1,361,584 and total assets of $58,765,497 at year end.
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