Nonprofit · EIN 39-6125496
DAN STOREY FOUNDATION INC
Tax-exempt · WAUSAU, WI 54402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $39,560 | $55,037 | -$15,477 | $940,128 | $0 | $940,128 |
| June 30, 2024 | 990-PF | $76,093 | $52,695 | $23,398 | $870,044 | $0 | $870,044 |
| June 30, 2023 | 990-PF | $22,318 | $68,679 | -$46,361 | $814,081 | $0 | $814,081 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $14,575
- Net gain from sales of assets
- $24,985
Expenses
- Grants and similar amounts paid
- $30,800
- Compensation of officers, directors and key employees
- $3,150
- Disbursements for charitable purposes
- $37,574
- Excise tax on investment income
- $324
Balance sheet and other
- Total assets, start of year
- $870,044
- Total assets, end of year
- $940,128
- Total liabilities, end of year
- $0
- Net assets, end of year
- $940,128
- Fair market value of assets
- $940,128
- Qualifying distributions
- $37,574
- Net investment income
- $39,560
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW ROWE PO BOX 8050, WAUSAU, WI 544028050 | PRESIDENT | 1 | $1,050 |
| JAMES A RUFLEDT PO BOX 8050, WAUSAU, WI 544028050 | VICE PRESIDENT | 1 | $1,050 |
| AMY E EBELING PO BOX 8050, WAUSAU, WI 544028050 | SECRETARY/TREASURER | 1 | $1,050 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW ROWE PO BOX 8050, WAUSAU, WI 544028050 | PRESIDENT | 1 | $1,400 |
| JAMES A RUFLEDT PO BOX 8050, WAUSAU, WI 544028050 | VICE PRESIDENT | 1 | $1,400 |
| AMY E EBELING PO BOX 8050, WAUSAU, WI 544028050 | SECRETARY/TREASURER | 1 | $1,400 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW ROWE PO BOX 8050, WAUSAU, WI 544028050 | PRESIDENT | 1 | $1,750 |
| JAMES A RUFLEDT PO BOX 8050, WAUSAU, WI 544028050 | VICE PRESIDENT | 1 | $1,750 |
| AMY E EBELING PO BOX 8050, WAUSAU, WI 544028050 | SECRETARY/TREASURER | 1 | $1,750 |
Address and contacts
- Address (IRS master file)
- PO BOX 8050, WAUSAU, WI 54402-8050
- Signed the 990-PF
- MATTHEW D ROWE, PRESIDENT
- Phone
- (715) 845-4336
- Return prepared by
- WIPFLI ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6125496
- 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
- 1968
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $940,128
- Income (IRS master file)
- $144,371
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $39,560 | $55,037 | $940,128 | XML |
| 990-PF | June 2024 | $76,093 | $52,695 | $870,044 | IRS |
| 990-PF | June 2023 | $22,318 | $68,679 | $814,081 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
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 39-6125496).
Questions about DAN STOREY FOUNDATION INC
- What is the EIN of DAN STOREY FOUNDATION INC?
- The employer identification number (EIN) of DAN STOREY FOUNDATION INC is 39-6125496.
- Is DAN STOREY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to DAN STOREY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAN STOREY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAN STOREY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAN STOREY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of DAN STOREY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $1,050 (MATTHEW ROWE, PRESIDENT).
- How much revenue does DAN STOREY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $39,560, expenses of $55,037 and total assets of $940,128 at year end.
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