Dan Storey Foundation Inc
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
Share of all 10 itemized 2025 grant dollars.
Cities
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
| 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 |
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
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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