Form990-PF
Click to see list of attachments

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
GEORGE B STORER FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 8159   Room/suite
City or town, state, and ZIP code
JACKSON, WY83002
A Employer identification number

59-6136392
B Telephone number (see page 10 of the instructions)

(307) 733-0800
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$73,871,444J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 599 599  
4 Dividends and interest from securities...... 1,985,265 1,985,265  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 1,603,912
b Gross sales price for all assets on line 6a 32,533,213
7 Capital gain net income (from Part IV, line 2)... 1,603,912
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -26,649 -26,649  
12 Total. Add lines 1 through 11........ 3,563,127 3,563,127  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 138,192 4,844   133,348
14 Other employee salaries and wages...... 3,477     3,477
15 Pension plans, employee benefits....... 23,379 789   22,590
16a Legal fees (attach schedule)......... Click to see attachment 4,766     4,766
b Accounting fees (attach schedule)....... Click to see attachment 28,000 26,600   1,400
c Other professional fees (attach schedule).... Click to see attachment 380,637 346,471   34,166
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 12,793 12,759   34
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 20,348     20,348
21 Travel, conferences, and meetings....... 52,658 1,033   51,625
22 Printing and publications.......... 38     38
23 Other expenses (attach schedule)....... Click to see attachment 406,654 351,826   54,737
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,070,942 744,322   326,529
25 Contributions, gifts, grants paid........ 2,976,250 2,976,250
26 Total expenses and disbursements. Add lines 24 and 25 4,047,192 744,322   3,302,779
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -484,065
b Net investment income (if negative, enter -0-) 2,818,805
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 27,716 3,615 3,615
2 Savings and temporary cash investments.......... 6,177,158 988,107 988,107
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 3,945,742 Click to see attachment1,488,512 1,480,121
b Investments—corporate stock (attach schedule)........ 1,090,259 Click to see attachment3,036,003 3,465,066
c Investments—corporate bonds (attach schedule)........ 9,785,845 Click to see attachment5,884,235 6,237,880
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 45,947,374 Click to see attachment55,042,912 61,646,655
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment50,000 Click to see attachment50,000 Click to see attachment50,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 67,024,094 66,493,384 73,871,444
Liabilities 17 Accounts payable and accrued expenses.......... 8,778 8,514
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment46,548 Click to see attachment169
23 Total liabilities (add lines 17 through 22).......... 55,326 8,683
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 66,968,768 66,484,701
30 Total net assets or fund balances (see page 17 of the
instructions).................... 66,968,768 66,484,701
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 67,024,094 66,493,384
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 66,968,768
2 Enter amount from Part I, line 27a...................... 2 -484,065
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 66,484,703
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 66,484,701
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly traded securities P    
b Gain or loss from K-1s P    
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 32,372,826   30,929,301 1,443,525
b 117,088     117,088
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,443,525
b       117,088
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,603,912
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3 32,525
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 4,372,990 68,549,695 000.063793
2008 4,652,616 84,677,437 000.054945
2007 4,400,000 95,046,987 000.046293
2006 4,190,200 89,530,903 000.046802
2005 4,300,000 88,922,945 000.048356
2 Total of line 1, column (d) ...................... 2 000.260189
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 000.052038
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 70,451,391
5 Multiply line 4 by line 3....................... 5 3,666,149
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 28,188
7 Add lines 5 and 6......................... 7 3,694,337
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,302,779
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 56,376
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 56,376
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 56,376
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 96,368
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Tax Paid Original Return: 96368 7 96,368
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 39,992
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet39,992 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletWY, FL
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNone
    14
    The books are in care ofbulletElizabeth Storer Telephone no.bullet (307) 733-0800
    Located atbulletP O Box 8159JacksonWY ZIP+4bullet83002
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
    Yes
     
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bulletUK
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    Elizabeth Storer President
    040.00     		96,875 8,378  
    P O Box 8159
    Jackson,WY83002
    Linda Anderson Trustee
    002.00     		0    
    94 West Stacey Lane
    Tempe,AZ85284
    John Flicker Trustee
    002.00     		0    
    125 E 63rd Street 8C
    New York,NY10065
    Doug Givens Trustee
    002.00     		0    
    P O Box 510
    Gambier,OH43022
    Luther Propst Trustee
    002.00     		0    
    3860 Calle Guaymas
    Tucson,AZ85716
    Leslie Smith Self Trustee
    002.00     		0    
    3358 Bohicket Road
    Johns Island,SC29455
    Dede Storer Trustee
    002.00     		0    
    1629 Berkshire Road
    Gates Mills,OH44040
    Peter Storer Jr Trustee
    002.00     		0    
    11822 N Woodside Court
    Mequon,WI53092
    Kathleen Belk Prog Officer
    040.00     		22,102 2,200  
    P O Box 3824
    Jackson,WY83001
    Suzie Hultman COO
    040.00     		19,215 1,200  
    3210 Double Tree Drive
    Jackson,WY83001
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Convergent Wealth Advisors LLC Investment management and advice 250,000
    2600 Tower Oaks Boulevard Suite 300
    Rockville,MD20852
    Income Research and Management Investment management 66,936
    100 Federal Street 33rd Floor
    Boston,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Not applicable 0
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    71,215,073
    b
    Average of monthly cash balances.......................
    1b
    259,182
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    50,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    71,524,255
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d..........................
    3
    71,524,255
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) Click to see attachment............................
    4
    1,072,864
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    70,451,391
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    3,522,570
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,522,570
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    56,376
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    56,376
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,466,194
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4.............................
    5
    3,466,194
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    3,466,194
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment..........
    1a
    3,302,779
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,302,779
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    3,302,779
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 3,466,194
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 3,135,252
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 3,302,779
    a Applied to 2009, but not more than line 2a 3,135,252
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2010 distributable amount..... 167,527
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2010.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		3,298,667
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    None
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Audubon Wyoming
    511 Ivinson Street Unit A
    Laramie,WY82070     		  Public Charity Sagebrush Ecosystem Initiative 140,000
    Bel Canto Chorus
    158 N Broadway
    Milwaukee,WI53202     		  Public Charity Senior Singers Outreach Program 15,000
    Cleveland Clinic Foundation
    6803 Mayfield Road
    Mayfield Heights,OH44124     		  Public Charity Hillcrest Hospital Surgical Suite 150,000
    Cleveland International Piano Compe
    1988 Ford Drive
    Cleveland,OH44106     		  Public Charity 2010 Second prize, webcast and orchestra sponsorship 45,000
    Cleveland Museum of Natural History
    1 Wade Oval Drive
    Cleveland,OH44106     		  Public Charity The Smart House Project 25,000
    Conservation Lands Foundation
    679 E 2nd Avenue
    Durango,CO81301     		  Public Charity General institutional support 20,000
    Emma Willard School
    285 Pawling Avenue
    Troy,NY12180     		  Public Charity The Davis-Betterly International Scholars 102,000
    Equality State Policy Center
    340 W B Street
    Casper,WY82601     		  Public Charity General institutional support 25,000
    Gates Mills Community Club
    P O Box 508
    Gates Mills,OH44040     		  Public Charity College Scholarship Program 4,250
    Grand Canyon Trust
    2601 North Fort Valley Road
    Flagstaff,AZ86001     		  Public Charity CO River Flowing Through Conflict Exhibit 50,000
    Grand Teton National Park Foundatio
    P O Box 249
    Moose,WY83012     		  Public Charity Wildlife Initiative, Whitebark Pine Restoration, Children and Nature Program 10,000
    Greater Yellowstone Coalition
    P O Box 1874
    Bozeman,MT59771     		  Public Charity Protection of the Blackfoot River System 20,000
    Henry's Fork Foundation
    P O Box 550
    Ashton,ID83420     		  Public Charity General institutional support 40,000
    High Country News
    P O Box 1090
    Paonia,CO81428     		  Public Charity Enerprise Journalism Fund 35,000
    Hopewell Inn Inc
    139 Bell Street Suite 206
    Chagrin Falls,OH44022     		  Public Charity General institutional support 25,000
    Humane Society of San Antonio
    4804 Fredricksburge Road
    San Antonio,TX78229     		  Public Charity Bill and Helen Michaels Endowment 100,000
    Kenyon College
    Office of Development
    Gambler,OH43022     		  Public Charity General institutional support 250,000
    Lakeland Community Colliege
    7700 Clocktower Drive
    Kirkland,OH44094     		  Public Charity Scholarship Support 15,000
    National Fish and Wildlife Foundati
    1133 15th Street NW Suite 1100
    Washington,DC20005     		  Public Charity Western Water Transaction Program Conservation Innovation Grant Match 25,000
    National Wildlife Federation
    2260 Baseline Road Suite 100
    Boulder,CO80302     		  Public Charity Sagebrush Habitat Conservation 70,000
    Nicolaysen Art Musuem
    400 East Collins Drive
    Casper,WY82601     		  Public Charity General institutional support 6,000
    Northern Rockies Conservation Coope
    P O Box 2705
    Jackson,WY83001     		  Public Charity General institutional support 10,000
    Platte River Parkway Trust
    P O Box 1228
    Casper,WY82602     		  Public Charity Tate Pumphuse Landscaping Enhancement 15,000
    Powder River Basin Resource Council
    934 N Main Street
    Sheridan,WY82801     		  Public Charity General institutional support 15,000
    Root Capital
    675 Massachusetts Avenue
    Cambridge,MA02139     		  Public Charity General institutional support 50,000
    Sonoran Institute
    7650 E Broaday Blvd Suite 203
    Tucson,AZ85710     		  Public Charity General institutional support, Partnership for WY, CO River Delta Project 315,000
    Teton Science Schools
    700 Coyote Canyon Road
    Jackson,WY83001     		  Public Charity Underwrite Statewide Survey on Children, Outreach Program, Govt Relations Project, Youth Congress on 125,000
    The Elephant Sanctuary
    P O Box 393
    Hohenwald,TN38462     		  Public Charity The Learning Lab 100,000
    The Holden Arboretum
    9500 Sperry Road
    Kirkland,OH44094     		  Public Charity Elimination of Invasive Species 25,000
    The Murie Center
    P O Box 399
    Moose,WY83012     		  Public Charity General institutional support 75,000
    The Nature Conservancy of Idaho
    116 First Avenue North
    Hailey,ID83333     		  Public Charity Henrys Fork Conservation 25,000
    The Nature Conservancy of Wyoming
    258 Main Street
    Lander,WY82520     		  Public Charity Fresh Wter Conservation WY/Argentina Partnership 50,000
    The Trustees of Reservations
    572 Essex Street
    Beverly,MA01915     		  Public Charity General institutional support 20,000
    The Wilderness Society
    304 Main Street Suite 1
    Lander,WY82520     		  Public Charity Build WYs Capacity to Guide Energy Development 20,000
    Theodore Roosevelt Conservation Par
    555 Eleventh Street NW 6th Floor
    Washington,DC20004     		  Public Charity General institutional support, WY Mapping Project Energy Initiative 225,000
    Town of Encampment
    P O Box 5
    Encampment,WY82325     		  Public Charity Grand Opera House Restoration 25,000
    Trout Unlimited
    1300 North 17th Street Suite 500
    Arlington,VA22209     		  Public Charity WY Water Project, WY Coordinator, Western Water ProjectWY Water Endowment 140,000
    University of Miami RSMAS
    4600 Rickenbacker Causeway
    Miami,FL33149     		  Public Charity Pilot Fellowship Program 100,000
    Valley Advocates for Responsible De
    P O Box 1164
    Driggs,ID83422     		  Public Charity Conserve Critical Habitat through Innovative Land Use Planning 10,500
    Western Resource Advocates
    262 Lincoln Street
    Lander,WY82520     		  Public Charity Sage Grouse Conservation 35,000
    Wild Salmon Center
    721 NW Ninth Avenue Suite 300
    Portland,OR97209     		  Public Charity Conserving North Americas Salmon Strongholds 20,000
    WyoFile
    112 West 2nd Street
    Casper,WY82601     		  Public Charity General institutional support 75,000
    Wyoming Community Foundation
    313 S 2nd Street
    Laramie,WY82070     		  Public Charity General institutional support, WY Philathrophy Days Sponsorship 77,500
    Wyoming Outdoor Council
    262 Lincoln Street
    Lander,WY82520     		  Public Charity Protection of WYs Heritage Landscapes Environment 60,000
    Wyoming Stock Growers Ag Land Trust
    113 East 20th Street P O Box 206
    Cheyenne,WY82003     		  Public Charity 2010 Annual Picnic Sponsorship, Upper North Platte Valley Land Conservation 31,000
    Wyoming Wilderness Association
    P O Box 6588
    Sheridan,WY82801     		  Public Charity General institutional support 15,000
    Wyoming Wildlife Federation
    P O Box 106
    Cheyenne,WY82003     		  Public Charity Community Organizing in the North Platte River Valley 60,000
    YMCA Camp Storer
    6941 Stoney Lake Road
    Jackson,MI49201     		  Public Charity EcoCorps Project 75,000
    National Park Conservation Associat
    777 6th Street NW Suite 700
    Washington,DC20001     		  Public Charity General institutional support 10,000
    Total .................................bullet 3a 2,976,250
    bApproved for future payment
    Total ..................................bullet 3b  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aRoot Capital Interest     14 1,000  
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 599  
    4 Dividends and interest from securities....     14 1,985,265  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 1,603,912  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aStock settlements     14 22,311  
    bRoyalties from K-1s     15 9  
    cOrdinary income from K-1s     14 16,259  
    dOrdinary rental income from K-1s     14 -1,609  
    eOther portfolio income (loss) K-1s     14 -64,927  
    fMunicipal income per K-1s     14 305  
    gDebt cancellation per K-1s     14 1  
    hRounding     14 2  
    12 Subtotal. Add columns (b), (d), and (e)..   3,563,127  
    13Total. Add line 12, columns (b), (d), and (e)...................
    133,563,127
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID: 10000149
    Software Version: 2010.2.15
    Part VI Line 7 - Tax Paid Original Return: 96368


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Thomas R McDonald CPA PA 28,000 26,600   1,400

    TY 2010 AllOthProgRltdInvestmentsSch
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount
    Not applicable  

    TY 2010 GeneralExplanationAttachment
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Identifier Return Reference Explanation

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Name of Bond End of Year Book Value End of Year Fair Market Value
    1st Union Natl Bank Jacksonville 6.18% 12/15/2036 258,029 273,788
    Alabama Power 4.85% 12/15/2012 191,030 203,971
    Bank New York Inc 4.95% 11/01/2012 247,532 239,879
    Bank of America 5.65% 05/01/2018 234,823 237,247
    Barclays Bank PLC 5.20% 07/10/2014 239,737 258,403
    Bell South Telecom 7.00% 12/01/2095 218,992 223,934
    Boeing Co 7.50% 05/15/2042 156,660 186,794
    Carolina Power and Light 5.15% 04/01/2015 201,463 209,887
    Citigroup Inc 4.59% 12/15/2015 96,879 98,864
    Citigroup Inc 5.00% 09/15/2014    
    Citigroup Inc 6.50% 08/01/2013    
    Comcast 6.40% 03/01/2040 82,605 88,695
    Comcast 6.45% 03/15/2037 83,520 84,165
    Dominion Resources Inc 8.88% 01/15/2019 216,086 232,124
    General Electric Capital 5.45% 01/15/2013    
    General Electric Capital 5.63% 09/15/2017    
    General Electric Capital 5.88% 01/14/2038 253,894 274,959
    Goldman Sachs 7.50% 02/15/2019 108,409 107,664
    HSBC Financial Corp 5.50% 08/09/2011 248,640 279,392
    IBM Corp 5.60% 11/30/2036    
    JP Morgan Chase Co 5.38% 04/15/2014    
    JP Morgan Chase Co 6.00% 01/15/2018 227,033 234,188
    Merck Co 4.00% 06/30/2015    
    MidAmerican Energy Co 5.65% 07/15/2012 254,890 272,406
    Morgan Stanley 4.75% 04/01/2014    
    Morgan Stanley 6.00% 05/13/2014 251,698 258,468
    Nasdaq OMX 5.55% 01/15/2020 147,270 149,343
    News Amer Inc 7.90% 12/01/2095 166,119 218,472
    Norfolk Southern 6.00% 03/15/3005 192,591 175,693
    Oracle Corp 4.95% 04/15/2013    
    Proctor Gamble Co 8.00% 09/01/2024 283,825 297,685
    Quebec Province 7.30% 07/22/2026 203,768 223,001
    Simon Properties Group 4.38% 03/01/2021 293,835 291,363
    Simon Properties Group 6.75% 05/15/2014    
    Time Warner Cable 6.75% 07/01/2018    
    Time Warner Cable 8.75% 02/14/2019 150,061 154,119
    Time Warner Inc 6.75% 07/01/2018    
    Tyco Intl Finance 8.50% 01/15/2019 193,149 230,341
    Union Pacific Co 7.00% 02/01/2016 177,926 182,852
    Valero Energy 6.13% 02/02/2020 147,532 157,169
    Verizon Comm Inc 5.50% 02/15/2018 131,664 138,762
    Westar Energy 8.63% 12/01/2018 224,575 254,252
    Wells Fargo 3.00% 12/09/2011    

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2370 shares of A S M L Holding NV 76,607 90,866
    1960 shares of ABB LTD ADR 36,373 44,002
    510 shares of Alcon Inc 81,825 83,334
    2000 shares of American Electric Power    
    2500 shares of Bank of New York Mellon 62,789 75,500
    600 shares of Becton Dickinson Co    
    2000 shares of Berry Pete Co 68,389 87,400
    1087 shares of BHP Billiton ADR 68,955 87,503
    1300 shares of Cephalon Inc    
    6000 shares of China Gerui Advanced Materials Grp Inc    
    1240 shares of China Life Ins Co 83,331 75,851
    2300 shares of Chiquita Brands Intl Inc    
    3100 shares of Coeur D Alene Min 86,182 84,692
    3500 shares of Cooper Tire and Rubber 67,109 82,530
    4000 shares of Corning Inc    
    1680 shares of Credit Suisse Group 77,447 67,889
    2700 shares of Dana Holding Corp 18,367 46,467
    4775 shares of Delta Airlines Inc 57,536 60,165
    1100 shares of Diageo PLC 73,670 81,763
    6000 shares of Dole Foods Inc 56,391 81,060
    2000 shares of Empire Dist Electric 40,571 44,400
    8950 shares of Flextronics International 39,443 70,257
    700 shares of FMC Corp    
    4300 shares of Force Protection Inc    
    1450 shares of Fresenius Med Car 72,648 83,650
    3000 shares of Globe Specialty Metals Inc    
    7000 shares of Health Management 50,789 66,780
    750 shares of Hess Corporation 51,979 57,405
    1100 shares of Hewlett Packard Co    
    740 shares of HSBC Holdings PLC 40,233 37,770
    1630 shares of Icici Bank Ltd ADR 55,206 82,543
    4500 shares of Ingram Micro Inc 82,662 85,905
    850 shares of Kimberly Clark Corp 53,602 53,584
    2000 shares of Kroger Co 44,545 44,720
    550 shares of L-3 Communications    
    3000 shares of Lincoln Natl Corp 75,535 83,430
    2 shares of Lyford Cay Club 1,000 1,000
    2800 shares of Macys Inc 43,352 70,840
    1050 shares of Medlife Inc    
    1120 shares of Mindray Med Intl 39,587 29,568
    1950 shares of Morgan Stanley    
    780 shares of Nestles A Reg B ADR 37,342 45,816
    1400 shares of Noble Corp    
    3700 shares of Nokia Corp    
    1 shares of Orange Bowl 3 3
    1350 shares of Ownes Illinois Inc    
    3000 shares of Pfizer Inc 52,714 52,530
    4540 shares of Qiagen N V F 95,369 88,757
    16000 shares of Quantum Corp 53,608 59,520
    3800 shares of Reckitt Benckiser ADR 39,533 41,944
    17875 shares of RF Micro Devices 84,755 131,381
    2170 shares of Roche Holding Ltd 89,325 79,737
    820 shares of S A P Aktiengesell ADR 37,210 41,500
    2570 shares of Sabmiller PLC 70,608 90,795
    5000 shares of Sanmina Sci Corp 60,500 57,400
    5700 shares of Seacube Container 66,458 80,142
    4500 shares of Seagate Technology 68,728 67,635
    5525 shares of SGA SA ADR 69,770 93,002
    1900 shares of Skyworks Solutions Inc    
    3700 shares of Sprott Physical 37,891 52,059
    5300 shares of Standard Motor Products 41,786 72,610
    2350 shares of Steel Dymanics    
    3425 shares of Tal International Group    
    490 shares of Telefonica Spon Adr 35,335 33,526
    1730 shares of Tencent Holdings ADR 39,498 37,940
    1600 shares of Teva Pharmaceutical 90,343 83,408
    2200 shares of Tutor Perini Corp    
    4000 shares of Valero Energy Corp 76,830 92,480
    1510 shares of Veolia Environ Adr 48,281 44,334
    500 shares of Vestas Wind Systems 8,921 5,265
    3500 shares of Vodafone Group 77,584 92,540
    875 shares of Wal-mart Stores    
    16251 shares of Western Union Co 56,879 64,995
    1025 shares of Whiting Petroleum Corp    
    2400 shares of Xyratex Ltd 38,803 39,144
    2300 shares of Zions Bancorp 51,806 55,729

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    US Government Securities - End of Year Book Value:

    1,065,482
    US Government Securities - End of Year Fair Market Value:

    1,064,659
    State & Local Government Securities - End of Year Book Value:


    423,030
    State & Local Government Securities - End of Year Fair Market Value:


    415,462


    TY 2010 InvestmentsOtherSchedule2
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Greenwich Capital 5.12 4/10/37 AT COST 134,857 135,520
    GS Mortgage Securities 5.48 11/10/39 AT COST 280,693 281,094
    Merrill Lynch Co 5.44 2/12/39 AT COST 299,245 322,587
    Morgan Stanley 4.88 8/13/42 AT COST 328,058 347,831
    World Omni Auto 1.02 12/15/14 AT COST 114,470 114,474
    FHLMC 1B-3221 01/01/37 AT COST 135,598 131,029
    FHLMC 1G-1662 04/01/37 AT COST 78,757 72,714
    FHLMC 1J-1614 05/01/37 AT COST 443,627 420,148
    FNMA PL 9675055 03/01/38 AT COST 158,486 154,772
    SBA 4.450 08/01/29 AT COST 203,611 203,611
    SBA 4.950 06/01/29 AT COST 309,957 328,996
    SBA 5.170 01/01/28 AT COST 336,148 345,822
    SBA 5.360 11/01/25 AT COST 217,652 219,707
    SBA 5.520 06/01/24 AT COST 150,007 154,241
    SBA 4.310 04/01/29 AT COST 204,647 215,531
    IShares Trust SP 500 AT COST 4,699,532 5,218,922
    Powershares DB Multi Sector Comm Tr AT COST 16,088 19,410
    SPDR Gold Trust Gold Shs AT COST 1,336,495 1,754,947
    Eaton Vance Str Em Mkts Cl Inst AT COST 2,001,254 2,325,355
    First Eagle Overseas Fund Cl Inst AT COST 1,056,434 1,209,453
    Loomis Sayles Bond Cl Inst AT COST 1,003,106 1,175,601
    Pimco Comm RR Str Cl inst AT COST 719,009 860,335
    Pimco Devl Local Mkts Fd CL Inst AT COST 2,026,905 2,209,456
    Absolute Return Capital Partners Ltd AT COST 1,000,000 1,066,551
    Anchorage Capital Partners Ltd AT COST 1,500,000 1,695,869
    Aurora Offshore Fund II Ltd AT COST 1,500,000 1,748,340
    Canyon Value Realization Fund Cayman Ltd AT COST 1,175,000 1,345,911
    Chilton Natural Resources Intl Ltd AT COST 1,500,000 1,906,349
    CMS Barlow Long Short Equity Fund LLC AT COST 3,562,930 3,860,332
    Fir Tree Capital Opportunity Fund Ltd AT COST 1,000,000 1,233,374
    Metropolitan Real Estate Ptnrs Global III LP AT COST 252,856 275,926
    Och-Ziff Overseas Fund Ltd AT COST 1,000,000 1,083,266
    Pine Grove Offshore Fund Ltd AT COST 3,375,000 3,884,446
    Sanderson International Value Fund AT COST 2,097,156 2,431,585
    SEG Partners Offshore Ltd AT COST 1,350,000 1,535,877
    Taconic Opportunitiy Fund Ltd AT COST 1,125,000 1,211,657
    Universal Black Swan III LP AT COST 12,130 12,130
    Whitebox Combined Fund Ltd AT COST 2,150,000 2,695,943
    Zephyr Aurora Fund Ltd AT COST 1,000,000 1,293,651
    FHLMC 1B-4645 3/1/40 AT COST 252,108 245,145
    FHLMC 1G-3620 5/1/37 AT COST 343,566 328,988
    FNMA PL 995269 7/1/35 AT COST 406,711 405,039
    GNMA 2.021 10/1650 AT COST 266,005 266,004
    GNMA 2.351 6/16/50 AT COST 239,453 239,431
    GNMA 2.629 9/16/33 AT COST 284,840 284,000
    Amgen Inc 0.125 2/1/11 AT COST 274,874 276,149
    Boston Properties LTD 2.875 2/15/37 AT COST 195,510 198,769
    Medtronic Inc 1.5 4/15/11 AT COST 197,967 199,312
    Fed Natl Mortgage 3.819 6/25/20 AT COST 376,875 402,281
    Fed Natl Mortgage 4.332 3/25/20 AT COST 120,067 115,000
    Chase Issuance 4.55 3/15/13 AT COST 183,916 180,216
    Chase Issuance FLT 2014 4/15/14 AT COST 260,826 258,943
    Citibank Credit FLT 2014 3/15/14 AT COST 107,580 106,903
    General Electric Cap Credit 4/15/15 AT COST 102,773 102,114
    GS Mortgage Securities 5.506 4/10/38 AT COST 277,261 288,145
    Nissan Auto Lease 2.92 5/15/15 AT COST 299,381 293,800
    Pimco Emerging Local Bond Fund AT COST 1,100,489 1,042,574
    T Rowe Price Inst Intl Bond Fund AT COST 1,451,959 1,466,832
    Third Ave Real Estate Value Fund AT COST 1,386,046 1,391,308
    Government Properties Inc Tr REIT AT COST 51,628 58,938
    Wndermere Jupiter Non US Focused AT COST 3,512,599 4,032,001
    Windermere Jupiter US Focused AT COST 3,495,770 3,962,000

    TY 2010 LegalFeesSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Arnold Porter LLP 4,766     4,766


    TY 2010 OtherAssetsSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Root Capital Loan Fund - Program related investment 50,000 50,000 50,000


    TY 2010 OtherDecreasesSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Description Amount
    Rounding 2


    TY 2010 OtherExpensesSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Memberships 3,010     3,010
    Computer supply and expense 11,689     11,689
    Subscriptions 420 155   265
    Gifts 3,403     3,403
    Bank services charges 430     430
    Office supply 3,305     3,305
    Postage 1,264     1,264
    Voice of the Valley Program expense 15,049     15,049
    Other Program expenses 16,322     16,322
    Investment expenses per K1s 93,292 93,292    
    Nondeductible expenses per K1s 91      
    Investment fees per K1s 187,383 187,383    
    Investment interest expense per K1s 70,996 70,996    


    TY 2010 OtherIncomeSchedule2
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Stock settlements 22,311 22,311  
    Root Capital Program Related Income 1,000 1,000  
    Royalties from K-1s 9 9  
    Ordinary income from K-1s 16,259 16,259  
    Ordinary rental loss from K-1s -1,609 -1,609  
    Other portfolio income loss from K-1s -64,927 -64,927  
    Municipal income per K-1s 305 305  
    Debt cancellation per K-1s 1 1  
    Rounding 2 2  


    TY 2010 OtherLiabilitiesSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Description Beginning of Year - Book Value End of Year - Book Value
    Subscriptions payable - investments 29,503  
    Reimbursement due for paid expenses 17,045 169


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Pershing Advisor Solutions - Pilot Advisors 16,328 16,328    
    Johnston Asset Managers 8,188 8,188    
    Rockfeller Philantrophy Advisors 21,717     21,717
    Charles Schwab Institutional 5,019 5,019    
    Convergent Wealth Advisors 250,000 250,000    
    Income Research and Managment 66,936 66,936    
    Clearview Stratagies 2,449     2,449
    Lee Nellis 10,000     10,000


    TY 2010 TaxesSchedule
    Name:
    GEORGE B STORER FOUNDATION INC
    EIN: 59-6136392
    Software ID:10000149
    Software Version:2010.2.15
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Tax on investment income 3,518 3,518 0 0
    Wyoming registration fee 34 0 0 34
    Tax on investment income per K1s 9,241 9,241 0 0