Dan Storey Foundation Inc

Foundation · Grantmaker Wausau, WI EIN: 39-6125496

Dan Storey Foundation Inc is a private foundation, based in Wausau, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $940K in total assets. In 2025, it awarded 10 grants totaling $31K. Net investment income was $23K.

Key facts about Dan Storey Foundation Inc

In short: Dan Storey Foundation Inc gave $31K across 10 grants in 2025 (avg $3K), mostly in Wisconsin. 40% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
39-6125496
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$30,800
Grants made (2025)
10
Average grant
$3,080
Median grant
$2,000
New grantees (estimate)
40% first-time grantees (4 of 10, 2025)
Total assets
$940,128
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$940K

+8.1% YoY

Annual Giving

$31K

+10.8% YoY

Grant Count

10

+25.0% YoY

Avg Grant Size

$3K

-11.4% YoY

Under IRS private-foundation payout rules, Dan Storey Foundation Inc reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.

Is Dan Storey Foundation Inc open to new grantees?

40%

first-time grantees, 2025

In 2025, 4 of 10 grantees (40%) were first-time recipients. First grants averaged $3K; repeat grants $3K. How we count

Medians: $2K first-time, $2K repeat.

  • 50% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+7%). Method
  • In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 10 itemized 2025 grant dollars.

Cities

WausauMilwaukeeRothschildPortagePhoenix

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K10 grants20218 grants202210 grants20238 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Monk Botanical Gardens: $8KMonk Botanical Gardens$8KChildren's Imaginarium: $8KChildren's Imaginarium$8KPerforming Arts Foundation Inc: $5KPerforming Arts Foundation Inc$5KGood News Project Inc: $3KGood News Project Inc$3KLeigh Yawkey Woodson Art Museum: $3KLeigh Yawkey Woodson ArtMuseum$3KJunior Achievement of Wisconsin - Northcentral Wisconsin: $2KJunior Achievement ofWisconsin - Northcentral…$2KUnited Way of Marathon County: $1KUnited Way of Marathon County$1KWisconsin Institute for Public Policy and Service: $1KWisconsin Institute for PublicPolicy and Service$1KKids Voting USA of Marathon County Inc: $500Kids Voting USA of MarathonCounty Inc$500Community Foundation of North Central Wisconsin: $500Community Foundation of NorthCentral Wisconsin$500

Grant Size Distribution

46 grants across all recorded years

46<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MONK BOTANICAL GARDENS Wausau, WIGENERAL FUND$8,300
CHILDREN'S IMAGINARIUM Rothschild, WIGENERAL FUND$7,500
PERFORMING ARTS FOUNDATION INC Wausau, WICAPITAL CAMPAIGN$5,000
GOOD NEWS PROJECT INC Wausau, WIRISE UP PROJECT$3,000
LEIGH YAWKEY WOODSON ART MUSEUM Wausau, WIGENERAL FUND$2,500
JUNIOR ACHIEVEMENT OF WISCONSIN - NORTHCENTRAL WISCONSIN Milwaukee, WIGENERAL FUND$1,500
UNITED WAY OF MARATHON COUNTY Wausau, WIGENERAL FUND$1,000
WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE Wausau, WICENTRAL WISCONSIN HIGH SCHOOL LEADERSHIP PROGRAM$1,000
KIDS VOTING USA OF MARATHON COUNTY INC Wausau, WIGENERAL FUND$500
COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN Wausau, WISUPPORT FOR THE PENGUIN PROJECT OF CENTRAL WISCONSIN$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$75K$100K20212022202320242025
Metric202520242023
Total Assets$940,128$870,044$814,081
Revenue$39,560$76,093$22,318
Expenses$55,037$52,695$68,679
Qualifying Distributions$37,574$36,150$57,106
Net Investment Income$23,317$59,548$11,077
Distributable Amount$43,793$40,105$36,887

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Dan Storey Foundation Inc is led by Matthew Rowe, President on every filing since 2021; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Matthew Rowe

    President

    On filings since 2021

    1 hr/week

    $700 (2021) → $1K (2025)

  • Amy E. Ebeling

    Secretary & Treasurer

    On filings since 2021

    1 hr/week

    $700 (2021) → $1K (2025)

  • James A. Rufledt

    Vice President

    On filings since 2021

    1 hr/week

    $700 (2021) → $1K (2025)

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Matthew Rowe — President: $1KMatthew RowePresident$1KJames a Rufledt — Vice President: $1KJames a RufledtVice President$1KAmy E Ebeling — Secretary/Treasurer: $1KAmy E EbelingSecretary/Treasurer$1K

Frequently asked questions about Dan Storey Foundation Inc

How much does Dan Storey Foundation Inc give each year?

Dan Storey Foundation Inc gave $31K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $28K across 8 grants.

What is Dan Storey Foundation Inc's typical grant size?

Dan Storey Foundation Inc's median grant in 2025 was $2,000, and its average grant was $3,080, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Dan Storey Foundation Inc that year got $3K on average.

Where does Dan Storey Foundation Inc give grants?

Dan Storey Foundation Inc gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Wausau, WI (8 grants).

Does Dan Storey Foundation Inc give general operating support?

Yes: 60% of Dan Storey Foundation Inc's 2025 grants with a stated purpose (6 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Dan Storey Foundation Inc's largest grantees?

Dan Storey Foundation Inc's largest 2025 grantees include Monk Botanical Gardens ($8,300), Children's Imaginarium ($7,500) and Performing Arts Foundation Inc ($5,000), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.

How large is Dan Storey Foundation Inc?

Dan Storey Foundation Inc reported $940K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $44K (roughly 5% of its investment assets).

What is Dan Storey Foundation Inc's EIN?

Dan Storey Foundation Inc's EIN (Employer Identification Number) is 39-6125496. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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