Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE GEORGE B STORER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 8159
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JACKSON, WY830028159
A Employer identification number

59-6136392
B Telephone number (see instructions)

(307) 733-0800
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$83,847,605
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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) 6,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 380 380  
4 Dividends and interest from securities... 106,772 666,354  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -684,158
b Gross sales price for all assets on line 6a 11,043,230
7 Capital gain net income (from Part IV, line 2)... 1,868,761
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)....... 467 100,766  
12 Total. Add lines 1 through 11........ -570,539 2,636,261  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 200,748 0   200,748
14 Other employee salaries and wages...... 234,849 0   234,849
15 Pension plans, employee benefits....... 103,255 0   103,255
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 41,955 0   39,955
c Other professional fees (attach schedule).... 297,415 257,626   39,789
17 Interest...............   42,397    
18 Taxes (attach schedule) (see instructions)... 92,699 7,881   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 44,088 0   44,088
21 Travel, conferences, and meetings....... 5,892 0   5,892
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 63,251 710,915   58,926
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,084,152 1,018,819   727,502
25 Contributions, gifts, grants paid....... 2,682,068 2,682,068
26 Total expenses and disbursements. Add lines 24 and 25 3,766,220 1,018,819   3,409,570
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,336,759
b Net investment income (if negative, enter -0-) 1,617,442
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 1,098,616 3,133,271 3,133,271
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 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)      
b Investments—corporate stock (attach schedule)....... 1,239,225 0 0
c Investments—corporate bonds (attach schedule)....... 62,384 Click to see attachment57,949 60,592
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 62,610,066 Click to see attachment57,391,926 80,563,356
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment90,386 Click to see attachment90,386
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 65,010,291 60,673,532 83,847,605
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 65,010,291 60,673,532
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 65,010,291 60,673,532
30 Total liabilities and net assets/fund balances (see instructions). 65,010,291 60,673,532
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
65,010,291
2
Enter amount from Part I, line 27a .....................
2
-4,336,759
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
60,673,532
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
60,673,532
Form 990-PF (2020)
Form 990-PF (2020)
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      
b THE WINDERMERE JUPITER FUND, LLC P    
c THRU SCHEDULE K-1S, NET OF UBI P    
d CAPITAL GAINS DIVIDENDS P    
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 11,040,565   11,270,976 -230,411
b       123
c       2,096,384
d 2,665     2,665
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       -230,411
b       123
c       2,096,384
d       2,665
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 1,868,761
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 instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 22,482
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 22,482
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,482
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 38,662
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,662
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 16,180
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet16,180 RefundedBullet 11 0
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 the instructions
for the 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 instructions)
    bulletWY
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSUZIE HULTMAN DIRECTOR OF FINANCE Telephone no.bullet (307) 733-0800

    Located atbullet220 S KING STREETJACKSONWY ZIP+4bullet83001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? See 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 instructions ......
    5b
    Yes
     
    .........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). Click to see attachment
    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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 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
    JOHN FLICKER TRUSTEE, CHAIRPERSON
    2.00
    0 0 0
    PO BOX 8159
    JACKSON,WY830028159
    LINDA ANDERSON TRUSTEE
    2.00
    0 0 0
    PO BOX 8159
    JACKSON,WY830028159
    NICOLE ARDOIN TRUSTEE
    2.00
    0 0 0
    PO BOX 8159
    JACKSON,WY830028159
    DOUG GIVENS TRUSTEE
    2.00
    0 0 0
    PO BOX 8159
    JACKSON,WY830028159
    KIM KRYDER TRUSTEE
    2.00
    0 0 0
    PO BOX 8159
    JACKSON,WY830028159
    LESLIE SELF TRUSTEE
    2.00
    0 0 0
    PO BOX 8159
    JACKSON,WY830028159
    PRESS STEPHENS TRUSTEE
    2.00
    0 0 0
    PO BOX 8159
    JACKSON,WY830028159
    JEAN STORER TRUSTEE
    2.00
    0 0 0
    PO BOX 8159
    JACKSON,WY830028159
    ELIZABETH STORER PRESIDENT AND CEO
    40.00
    200,748 23,761 0
    PO BOX 8159
    JACKSON,WY830028159
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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
    SUZANNE HULTMAN DIRECTOR OF FINANCE
    40.00
    131,849 25,804 0
    PO BOX 8159
    JACKSON,WY830028159
    KATHLEEN BELK DOFFERMYRE SENIOR PROGRAM OFFIC
    40.00
    103,000 17,946 0
    PO BOX 8159
    JACKSON,WY830028159
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    THE ROCK CREEK GROUP LP INVESTMENT MANAGEMENT AND ADVISORY 243,480
    1133 CONNECTICUT AVE NW
    WASHINGTON,DC200364383
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 COVID-19 PANDEMIC RESPONSE - IN RESPONSE TO THE COVID-19 PANDEMIC, THE FOUNDATION FUNDED THE PRODUCTION AND SHIPMENT OF MEDICAL GOWNS FOR FRONT-LINE PERSONNEL IN COMMUNITY HOSPITALS THROUGHOUT WYOMING AS WELL AS HEALTH CARE FACILITIES ON THE NAVAJO NATION. 36,250
    2 WYOMING LANDSCAPES AND COMMUNITIES - THE FOUNDATION SEEKS TO ENSURE A HEALTHY AND PROSPEROUS FUTURE FOR WYOMING BY ADVOCATING FOR CONSERVATION OF THE STATE'S UNIQUE LANDSCAPES AND WILDLIFE, PROMOTING ECONOMIC DIVERSIFICATION, DEVELOPING SUSTAINABLE COMMUNITIES, AND FOSTERING AN ENGAGED CITIZENRY. THE FOUNDATION SUPPORTS PROJECTS THAT DEMONSTRATE THE FOLLOWING STRATEGIES: PROTECTING WYOMING'S IMPORTANT LANDSCAPES AND WILDLIFE; BUILDING STRONG WYOMING COMMUNITIES; AND INSPIRING CIVIC LEADERSHIP AND ENGAGEMENT.DURING THE YEAR, THE FOUNDATION FUNDED A DIGITAL MARKETING FIRM TO WORK WITH WYOMING ORGANIZATIONS. THE FIRM EDUCATED AND TRAINED NON-PROFIT STAFF IN ONLINE FUNDRAISING, DIGITAL ENGAGEMENT AND ONLINE COMMUNITY BUILDING. 37,696
    3 EARLY CHILDHOOD EDUCATION - THE FOUNDATION BELIEVES IN DEVELOPING HEALTHY, HAPPY, CREATIVE AND CURIOUS CHILDREN. WE BELIEVE ACHIEVING THIS GOAL REQUIRES THE INTEGRATION OF DEVELOPMENTALLY APPROPRIATE, NATURAL AND IMAGINATIVE LEARNING OPPORTUNITIES IN THE FABRIC OF EARLY CHILDHOOD EDUCATION. THE FOUNDATION SUPPORTS PROJECTS THAT DEMONSTRATE THE FOLLOWING STRATEGIES: IMPROVING TEACHER QUALITY; FACILITATING THE SHARING OF BEST PRACTICES; AND USING PLACE AS AN INTEGRATING CONTEXT FOR LEARNING.DURING THE YEAR, THE FOUNDATION FUNDED DOCUMENTATION OF A RESEARCH PROJECT FOCUSED ON THE EXAMINATION OF CHILD AND TEACHER INTERACTIONS IN VARIOUS EARLY CHILDHOOD EDUCATION SETTINGS. 2,093
    4  
    Part IX-B
    Summary of Program-Related Investments (see 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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see 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
    71,939,885
    b
    Average of monthly cash balances.......................
    1b
    2,247,969
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    74,187,854
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    74,187,854
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,112,818
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    73,075,036
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,653,752
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,653,752
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    22,482
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    23,764
    c
    Add lines 2a and 2b............................
    2c
    46,246
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,607,506
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,607,506
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,607,506
    Part XII
    Qualifying Distributions (see 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 ..........
    1a
    3,409,570
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    3,409,570
    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 instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,409,570
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,607,506
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 3,151,489
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,409,570
    a Applied to 2019, but not more than line 2a 3,151,489
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    Click to see attachment6,000
    d Applied to 2020 distributable amount..... 252,081
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 6,000
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    3,355,425
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    6,000
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see 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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation had $5,000 or more in
    assets at any time during the year—see 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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address 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 (2020)
    Form 990-PF (2020)
    Page 11
    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
    ANTIOCH UNIVERSITY
    40 AVON STREET
    KEANE,NH03431
    N/A PC NATURE BASED EARLY CHILDHOOD RESEARCH & DEVELOPMENT 150,000
    BETTER WYOMING
    PO BOX 1443
    LARAMIE,WY82073
    N/A PC GENERAL INSTITUTIONAL SUPPORT 230,000
    BVM CAPACITY BUILDING INSTITUTE INC
    4751 BEST ROAD
    ATLANTA,GA30337
    N/A PC GENERAL INSTITUTIONAL SUPPORT 10,000
    CLEAN ENERGY WORKS
    925 FRENCH STREET NW
    WASHINGTON,DC20001
    N/A PC GENERAL INSTITUTIONAL SUPPORT 2,500
    ENVIRONMENTAL GRANTMAKERS ASSOCIATION
    475 RIVERSIDE DRIVE SUITE 960
    NEW YORK,NY10115
    N/A PC BLUE SKY FUNDERS FORUM 25,000
    ENVIRONMENTAL GRANTMAKERS ASSOCIATION
    475 RIVERSIDE DRIVE SUITE 960
    NEW YORK,NY10115
    N/A PC GENERAL INSTITUTIONAL SUPPORT 5,000
    EQUALITY STATE POLICY CENTER
    419 S 5TH STREET SUITE 1
    LARAMIE,WY82070
    N/A PC GENERAL INSTITUTIONAL SUPPORT 100,000
    EXPONENT PHILANTHROPY
    PO BOX 65607
    WASHINGTON,DC20035
    N/A PC GENERAL INSTITUTIONAL SUPPORT 1,000
    FAIR COUNT INC
    464 BOULEVARD SE
    ATLANTA,GA30312
    N/A PC GENERAL INSTITUTIONAL SUPPORT 10,000
    FLORIDA ATLANTIC UNIVERSITY FOUNDATION
    777 GLADES ROAD
    BOCA RATON,FL33431
    N/A PC ACCREDITED UNDERGRADUATE CERTIFICATE PROGRAM IN EARLY CHILDHOOD EDUCATION 45,000
    HIGH COUNTRY NEWS
    PO BOX 1090
    PAONIA,CO81428
    N/A PC IN-DEPTH WYOMING REPORTING 35,000
    JACKSON HOLE CONSERVATION ALLIANCE
    PO BOX 2728
    JACKSON,WY83001
    N/A PC GENERAL INSTITUTIONAL SUPPORT 50,000
    LEGACY PHILANTHROPY WORKS
    521 SANTA BARBARA STREET
    SANTA BARBARA,CA93101
    N/A PC REDUCING DISEASE RISK IN MIGRATORY WILDLIFE OF THE GYE 20,000
    NATIONAL AUDUBON SOCIETY
    116 N COLLEGE AVENUE SUITE 1
    FORT COLLINS,CO80524
    N/A PC SAGEBRUSH ECOSYSTEM INITIATIVE 160,000
    NATIONAL WILDLIFE FEDERATION
    303 EAST 17TH AVENUE SUITE 230
    DENVER,CO80203
    N/A PC EARLY CHILDHOOD HEALTH OUTDOORS 157,500
    NORTH AMERICAN ASSOCIATION FOR ENVIRONMENTAL EDUCATION
    1725 DESALES STREET NW SUITE 401
    WASHINGTON,DC20036
    N/A PC NATURAL START ALLIANCE 250,000
    OUTDOOR ALLIANCE
    PO BOX 66041
    WASHINGTON,DC20035
    N/A PC GENERAL INSTITUTIONAL SUPPORT 100,000
    PRESCOTT COLLEGE
    220 GROVE AVENUE
    PRESCOTT,AZ86301
    N/A PC CENTER FOR PLACE AND NATURE BASED EARLY CHILDHOOD EDUCATION 100,000
    PROGEORGIA STATE TABLE INC
    151 ELLIS STREET NE
    ATLANTA,GA30303
    N/A PC GENERAL INSTITUTIONAL SUPPORT 10,000
    REGENTS OF THE UNIVERSITY OF CALIFORNIA
    1608 FOURTH STREET SUITE 220
    BERKELEY,CA94710
    N/A PC MIDDLETON LAB 40,000
    SAN JUAN CITIZENS UNITED
    PO BOX 2461
    DURANGO,CO81302
    N/A PC GENERAL INSTITUTIONAL SUPPORT 20,000
    SCHWAB CHARITABLE FUND
    211 MAIN STREET
    SAN FRANCISCO,CA94105
    N/A PC WESTERN CONSERVATION FOUNDATION 170,000
    TETON SCIENCE SCHOOLS
    700 COYOTE CANYON ROAD
    JACKSON,WY83001
    N/A PC TEACHER LEARNING CENTER 115,000
    THE WILDERNESS SOCIETY
    503 WEST MENDENHALL
    BOZEMAN,MT59715
    N/A PC COLLABORATIVE MANAGEMENT PROTECTIONS FOR WYOMING LANDS 20,000
    THEODORE ROOSEVELT CONSERVATION PARTNERSHIP
    529 14TH STREET NW SUITE 500
    WASHINGTON,DC20045
    N/A PC ENGAGING SPORTSMEN FOR CONSERVATION 185,000
    TINY TREES
    900 1ST AVENUE S 205
    SEATTLE,WA98134
    N/A PC GENERAL INSTITUTIONAL SUPPORT 55,000
    URBAN ECOLOGY CENTER
    1500 E PARK PLACE
    MILWAUKEE,WI53211
    N/A PC NATURE BASED EARLY CHILDHOOD PROGRAM 40,000
    VALLEY ADVOCATES FOR RESPONSIBLE DEVELOPMENT
    PO BOX 1164
    DRIGGS,ID83422
    N/A PC GENERAL INSTITUTIONAL SUPPORT 10,000
    WASHINGTON STATE UNIVERSITY
    1100 OLIVE WAY SUITE 1200
    SEATTLE,WA98101
    N/A PC HEALTH OUTCOMES IN PRESCHOOL 36,068
    WESTERN LANDOWNERS ALLIANCE
    PO BOX 6278
    SANTA FE,NM87502
    N/A PC GENERAL INSTITUTIONAL SUPPORT 25,000
    WESTERN LEADERS NETWORK
    PO BOX 4433
    DURANGO,CO81302
    N/A PC GENERAL INSTITUTIONAL SUPPORT 15,000
    WILLAMETTE PARTNERSHIP
    4640 SW MACADAM AVENUE
    PORTLAND,OR97239
    N/A PC OUTDOOR PRESCHOOL POLICY INITIATIVE 20,000
    WYOFILE
    PO BOX 1099
    LANDER,WY82520
    N/A PC GENERAL INSTITUTIONAL SUPPORT 100,000
    WYOMING COMMUNITY FOUNDATION
    1472 N 5TH STREET SUITE 201
    LANDER,WY82070
    N/A PC PILOT HILL PROJECT 20,000
    WYOMING COMMUNITY FOUNDATION
    1472 N 5TH STREET SUITE 201
    LANDER,WY82070
    N/A PC WYOMING FUNDERS UNITED 25,000
    WYOMING HUNTERS AND ANGLERS ALLIANCE
    309 SOUTH 4TH STREET SUITE 101
    LARAMIE,WY82070
    N/A NC ENGAGING SPORTSMEN 60,000
    WYOMING MIGRATION INITIATIVE
    1000 E UNIVERSITY AVENUE DEPT 3166
    LARAMIE,WY82071
    N/A PC GENERAL INSTITUTIONAL SUPPORT 65,000
    WYOMING OUTDOOR COUNCIL
    262 LINCOLN STREET
    LANDER,WY82520
    N/A PC GENERAL INSTITUTIONAL SUPPORT 55,000
    WYOMING PATHWAYS
    PO BOX 153
    WILSON,WY83014
    N/A PC GENERAL INSTITUTIONAL SUPPORT 45,000
    WYOMING PUBLIC MEDIA
    1000 E UNIVERSITY AVENUE DEPT 3984
    LARAMIE,WY82071
    N/A PC NATURAL RESOURCES AND ENERGY REPORTING 30,000
    WYOMING WILDLIFE FEDERATION
    PO BOX 1441 529 MAIN STREET
    LANDER,WY83014
    N/A PC CONSERVATION AMBASSADORS 20,000
    YMCA OF GREATER TOLEDO
    6465 W SYLANIA AVENUE
    SYLVANIA,OH43560
    N/A PC GENERAL INSTITUTIONAL SUPPORT 50,000
    Total .................................bullet 3a 2,682,068
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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 instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 380  
    4 Dividends and interest from securities.... 525990 5,159 14 101,613  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 467  
    8 Gain or (loss) from sales of assets other than
    inventory ............
    525990 48,615 18 -732,773  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME (LOSS) THRU SCHEDULE K-1S
    525990 106,568 14 -106,568  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 160,342 -736,881 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -576,539
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    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 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
    Yes
     
    (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
    1a(1) 60,000 WYOMING HUNTERS AND ANGLERS ALLIANCE GENERAL INSTITUTIONAL SUPPORT FOR THE PROMOTION OF CONSERVATION OF WYOMING'S WILDLIFE, THE PROTECTION OF SPORTSMEN'S ACCESS, AND THE DEFENSE OF PUBLIC LANDS.
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (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
    Sign Here
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE GEORGE B STORER FOUNDATION INC
     
    Employer identification number

    59-6136392
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE GEORGE B STORER FOUNDATION INC
     
    Employer identification number
    59-6136392
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    GRETCHEN SWANSON FAMILY FOUNDATION
     
    4935 BATTLEFIELD DRIVE
     
    OMAHA, NE681521556

    $ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    LUCKY STAR FOUNDATION
     
    C/O ANCHIN BLOCK ANCHIN LLP 1375 BR
     
    NEW YORK, NY100187001

    $ 1,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE GEORGE B STORER FOUNDATION INC
     
    Employer identification number

    59-6136392
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE GEORGE B STORER FOUNDATION INC
     
    Employer identification number

    59-6136392
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING AND TAX RETURNS PREPARATION 41,955 0   39,955

    TY 2020 DistributionFromCorpusElection
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Election:
    PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H)(2) AND REGULATION 53.4942(A)3(D)(2), THE GEORGE B. STORER FOUNDATION, INC. HEREBY ELECTS TO TREAT $6,000 OF CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    WYOMING HUNTERS AND ANGLERS ALLIANCE
     
    309 SOUTH 4TH STREET SUITE 101
    LARAMIE,WY820703471
    2019-06-19 60,000 GENERAL INSTITUTIONAL SUPPORT FOR THE PROMOTION OF CONSERVATION OF WYOMING'S WILDLIFE, THE PROTECTION OF SPORTSMEN'S ACCESS, AND THE DEFENSE OF PUBLIC LANDS. 60,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 9/11/2020   THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
    WYOMING HUNTERS AND ANGLERS ALLIANCE
     
    309 SOUTH 4TH STREET SUITE 101
    LARAMIE,WY820703741
    2020-07-15 60,000 GENERAL INSTITUTIONAL SUPPORT FOR THE PROMOTION OF CONSERVATION OF WYOMING'S WILDLIFE, THE PROTECTION OF SPORTSMEN'S ACCESS, AND THE DEFENSE OF PUBLIC LANDS. 0 N/A PENDING   N/A

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    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    THE SANDERSON INTERNATIONAL VALUE FUND   PURCHASED         COST 0 -8,630  
    BEARTOOTH CAPITAL II, LP   PURCHASED         COST 0 -52,988  
    DEERFIELD PARTNERS, L.P.   PURCHASED         COST 0 -663  
    GEORGETOWN MULTI STRATEGY FUND SERIES LLC   PURCHASED         COST 0 -394,254  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CVS HEALTH CORP (CUSIP: 126650BQ2) 84,000.000 UNITS 57,949 60,592

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ADAMS FUND SERIES LLC AT COST 3,180,313 6,548,236
    ADAMS FUND SERIES LLC - OWNERSHIP SERIES AT COST 3,000,000 4,381,797
    ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND, LP AT COST 95,567 128,112
    AKO EUROPEAN-LONG ONLY FUND LTD AT COST 2,250,000 2,874,221
    CAPULA GLOBAL RELATIVE VALUE FUND LIMITED AT COST 1,500,000 1,912,672
    CARLYLE PRIVATE EQUITY ACCESS FUND 2014, L.P. AT COST 1,027,548 1,746,063
    CBRE U.S. CORE PARTNERS, LP AT COST 1,750,000 1,805,188
    COATUE GROWTH IV OFFSHORE FEEDER FUND LP AT COST 327,891 496,424
    DEERFIELD PARTNERS, LP AT COST 409,337 462,413
    DEERFIELD PRIVATE DESIGN FUND V, L.P. AT COST 89,894 89,077
    DOUBLELINE CORE FIXED INCOME FUND CL I (DBLFX) 152,836.108 SHARES AT COST 1,691,969 1,730,105
    ECOSYSTEM INVESTMENT PARTNERS II, LP AT COST 502,130 808,952
    ECOSYSTEM INVESTMENT PARTNERS III, LP AT COST 490,149 645,914
    ECOSYSTEM INVESTMENT PARTNERS IV, LP AT COST 70,500 74,494
    ELLINGTON ENHANCED INCOME FUND LTD. AT COST 1,025,360 1,046,112
    FARALLON CAPITAL F5 INVESTORS I LP AT COST 1,000,000 1,048,451
    FOUNDATION CAPITAL IX, LP AT COST 580,067 803,836
    FOUNDATION CAPITAL LEADERSHIP FUND II, L.P. AT COST 186,029 270,375
    GENERATION IM GLOBAL EQUITY FUND, LLC AT COST 4,000,000 6,221,394
    GEORGETOWN DIVERSIFIED FUND, LTD. AT COST 2,500,000 2,923,600
    GEORGETOWN OPPORTUNISTIC FUND SERIES LLC AT COST 18,768,225 26,850,679
    HARMONY PRIVATE EQUITY FUND II, L.P. AT COST 489,676 947,868
    ISHARES CORE S&P 500 ETF (IVV) 734.000 SHARES AT COST 153,986 275,536
    ISHARES CORE US AGGREGATE BOND ETF (AGG) 3,832.000 SHARES AT COST 458,556 452,904
    ISHARES TIP BOND ETF (TIP) 3,037.000 SHARES AT COST 384,915 387,673
    KALORAMA SEPARATE ACCOUNT ICHIGO SEGREGATED PORTFOLIO AT COST 1,000,000 1,250,712
    KALORAMA SEPARATE ACCOUNT OVERLOOK SEGREGATED PORTFOLIO AT COST 1,134,683 1,886,372
    KALORAMA SEPARATE ACCOUNT TIGER GLOBAL LONG OPP SEGREGATED PORTFOLIO AT COST 1,950,000 3,037,976
    METROPOLITAN REAL ESTATE PARTNERS GLOBAL III, LP AT COST 196,747 310,801
    OWL VENTURES IV, L.P. AT COST 45,000 40,440
    OWL VENTURES OPPORTUNITY FUND I, L.P. AT COST 76,000 76,630
    PAINE SCHWARTZ FOOD CHAIN FUND V, L.P. AT COST 119,547 104,523
    PROLOGIS TARGETED U.S. LOGISTICS HOLDINGS, L.P. AT COST 499,998 545,783
    RS CO-INVEST FEEDER FUND (USD) III, LP AT COST 143,523 161,178
    RS FEEDER (USD) IV, LP AT COST 23,495 19,670
    SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P. AT COST 182,298 71,995
    SOURCE CAPITAL MEZZANINE CO-INVESTMENT FUND I, LP AT COST 198,812 193,801
    SOURCE CAPITAL MEZZANINE FUND II, LP AT COST 364,731 547,115
    SPDR GOLD SHARES ETF (GLD) 989.000 SHARES AT COST 192,084 176,398
    THE CHILDREN'S INVESTMENT FUND AT COST 1,500,000 2,541,750
    TPG ASIA IV, L.P. AND AFFLIATED PARTNERSHIPS AT COST 396,118 892,842
    VARDE CREDIT PARTNERS (OFFSHORE), LTD. AT COST 744,261 845,723
    WELLINGTON CTF EMERGING MARKETS LOCAL EQUITY PORTFOLIO AT COST 442,517 890,281
    WILSON FUND SPC, LTD. AT COST 2,250,000 2,037,270

    TY 2020 OtherAssetsSchedule
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT REDEMPTION RECEIVABLES   90,386 90,386


    TY 2020 OtherExpensesSchedule
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 210 0   210
    DUES AND SUBSCRIPTIONS 4,289 0   4,289
    FILING FEES 27 0   27
    INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE 5,156 0   5,156
    INSURANCE 2,868 0   2,868
    OFFICE AND OTHER EXPENSES 7,824 0   7,824
    OTHER DEDUCTIONS THRU SCHEDULE K-1S, NET OF UBI 0 707,298   0
    OTHER INVESTMENT EXPENSES 3,617 3,617   0
    OTHER PROGRAM EXPENSES 36,250 0   36,250
    PAYROLL PROCESSING 2,302 0   2,302
    IRS INTEREST AND PENALTIES 708 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECUIRTIES LITIGATION PROCEEDS 467 467 467
    OTHER INCOME (LOSS) THRU SCHEDULE K-1S 0 100,299 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DIGITAL MARKETING CONSULTANTS 37,696 0   37,696
    EARLY CHILDHOOD EDUCATION RESEARCHERS 2,093 0   2,093
    INVESTMENT MANAGER AND ADVISOR FEES 257,626 257,626   0


    TY 2020 TaxesSchedule
    Name:
    THE GEORGE B STORER FOUNDATION INC
    EIN:
    59-6136392
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX PAID 35,000 0   0
    FEDERAL UNRELATED BUSINESS INCOME TAX PAID 55,000 0   0
    STATE UNRELATED BUSINESS INCOME TAX PAID 2,699 0   0
    FOREIGN TAXES THRU SCHEDULE K-1S, NET OF UBI 0 7,881   0