Dan Storey Foundation Inc

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$940K

+8.1% YoY

Annual Giving

$31K

+10.8% YoY

Grant Count

+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.

About Dan Storey Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $164K (99%)

Arizona $2K (1%)

States

Arizona Wisconsin

Cities

MilwaukeePhoenixPortageRothschildWausau

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Grant Size Distribution

46 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Monk Botanical Gardens ($8,300), Children's Imaginarium ($7,500), Performing Arts Foundation Inc ($5,000).

Recipient	Purpose	Amount
MONK BOTANICAL GARDENS WAUSAU, WI	GENERAL FUND	$8,300
CHILDREN'S IMAGINARIUM ROTHSCHILD, WI	GENERAL FUND	$7,500
PERFORMING ARTS FOUNDATION INC WAUSAU, WI	CAPITAL CAMPAIGN	$5,000
GOOD NEWS PROJECT INC WAUSAU, WI	RISE UP PROJECT	$3,000
LEIGH YAWKEY WOODSON ART MUSEUM WAUSAU, WI	GENERAL FUND	$2,500
JUNIOR ACHIEVEMENT OF WISCONSIN - NORTHCENTRAL WISCONSIN MILWAUKEE, WI	GENERAL FUND	$1,500
UNITED WAY OF MARATHON COUNTY WAUSAU, WI	GENERAL FUND	$1,000
WISCONSIN INSTITUTE FOR PUBLIC POLICY AND SERVICE WAUSAU, WI	CENTRAL WISCONSIN HIGH SCHOOL LEADERSHIP PROGRAM	$1,000
KIDS VOTING USA OF MARATHON COUNTY INC WAUSAU, WI	GENERAL FUND	$500
COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN WAUSAU, WI	SUPPORT FOR THE PENGUIN PROJECT OF CENTRAL WISCONSIN	$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
MATTHEW ROWE	PRESIDENT	1	$1,050
JAMES A RUFLEDT	VICE PRESIDENT	1	$1,050
AMY E EBELING	SECRETARY/TREASURER	1	$1,050

Frequently Asked Questions

How large is Dan Storey Foundation Inc?

As of 2025, Dan Storey Foundation Inc holds $940K in total assets with $40K in annual revenue. It awarded 10 grants totaling $31K in 2025.

Where does Dan Storey Foundation Inc operate?

Dan Storey Foundation Inc has awarded grants in Arizona, Wisconsin.

What size grants does Dan Storey Foundation Inc award?

In 2025, Dan Storey Foundation Inc awarded 10 grants totaling $31K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Dan Storey Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Dan Storey Foundation Inc reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.