Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$88,320,985J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 126,005 126,005  
4 Dividends and interest from securities... 304,094 788,400  
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
List of Attached Documents:
// Content
1,395,837
b Gross sales price for all assets on line 6a 5,926,436
7 Capital gain net income (from Part IV, line 2)... 258,182
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
List of Attached Documents:
// Content
2,516 892,053  
12 Total. Add lines 1 through 11........ 1,828,452 2,064,640  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 227,850 0   227,850
14 Other employee salaries and wages...... 339,870 0   339,870
15 Pension plans, employee benefits....... 127,574 0   127,574
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20,125 0   20,125
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,915 0   16,915
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
444,423 304,800   139,623
17 Interest...............   80,298    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
36,069 6,778   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 51,156 0   51,156
21 Travel, conferences, and meetings....... 92,342 0   92,342
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
164,654 909,745   36,043
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,522,978 1,301,621   1,051,498
25 Contributions, gifts, grants paid....... 3,869,807 3,869,807
26 Total expenses and disbursements. Add lines 24 and 25 5,392,785 1,301,621   4,921,305
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,564,333
b Net investment income (if negative, enter -0-) 763,019
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 3,988,162 2,110,391 2,110,391
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,931,095 0 0
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 46,613,454 Click to see attachment
List of Attached Documents:
// Content
48,857,987 		86,210,594
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 54,532,711 50,968,378 88,320,985
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 54,532,711 50,968,378
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 54,532,711 50,968,378
30 Total liabilities and net assets/fund balances (see instructions). 54,532,711 50,968,378
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
54,532,711
2
Enter amount from Part I, line 27a .....................
2
-3,564,333
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
50,968,378
5
Decreases not included in line 2 (itemize) right arrow
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
50,968,378
Form 990-PF (2023)
Form 990-PF (2023)
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 THRU SCHEDULE K-1S, NET OF UBI 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 5,926,436   6,115,809 -189,373
b       447,555
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       -189,373
b       447,555
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 2 258,182
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
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 right arrow 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) 1 10,606
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 10,606
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 10,606
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 73,964
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 73,964
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 63,358
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow63,358 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWY
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 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
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSUZIE HULTMAN DIRECTOR OF FINANCE Telephone no.right arrow (307) 733-0800

Located atright arrow220 S KING STREETJACKSONWY ZIP+4right arrow83001
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
PRESS STEPHENS 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
JOHN FLICKER TRUSTEE
2.00 		0 0 0
PO BOX 8159
JACKSON,WY830028159
MEGAN GRAHAM TRUSTEE
2.00 		0 0 0
PO BOX 8159
JACKSON,WY830028159
KIM KRYDER TRUSTEE
2.00 		0 0 0
PO BOX 8159
JACKSON,WY830028159
BOB PERCIASEPE TRUSTEE
2.00 		0 0 0
PO BOX 8159
JACKSON,WY830028159
LUTHER PROSPT TRUSTEE
2.00 		0 0 0
PO BOX 8159
JACKSON,WY830028159
LESLIE SELF TRUSTEE
2.00 		0 0 0
PO BOX 8159
JACKSON,WY830028159
JEAN STORER TRUSTEE
2.00 		0 0 0
PO BOX 8159
JACKSON,WY830028159
PETER STORER JR TRUSTEE
2.00 		0 0 0
PO BOX 8159
JACKSON,WY830028159
ELIZABETH STORER PRESIDENT AND CEO
40.00 		227,850 20,146 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 		172,254 39,263 0
PO BOX 8159
JACKSON,WY830028159
KATHLEEN BELK DOFFERMYRE SENIOR PROGRAM OFFIC
40.00 		135,000 23,786 0
PO BOX 8159
JACKSON,WY830028159
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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 304,800
1133 CONNECTICUT AVE NW
WASHINGTON,DC20036
THE BIGHORN COMPANY LLC PROGRAMMATIC CONSULTANT 62,100
7830 WEST ALAMEDA AVE SUITE 103-218
LAKEWOOD,CO80226
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 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.DURING THE YEAR, THE FOUNDATION FUNDED A DIGITAL MARKETING FIRM TO WORK WITH WYOMING NON-PROFITS. THE FIRM PROVIDED EDUCATION AND TRAINING RELATED TO ONLINE FUNDRAISING, DIGITAL ENGAGEMENT, AND ONLINE COMMUNITY BUILDING. ADDITIONALLY, THE FOUNDATION ENGAGED A COMMUNICATIONS FIRM IN SUPPORT OF THE WYOMING NARRATIVE PROJECT. THE GOAL OF THE PROJECT IS TO IDENTIFY AND COMMUNICATE A COMMON VISION FOR WYOMING, ONE THAT CONNECTS CITIZENS FROM ACROSS THE STATE BASED ON SHARED VALUES. FINALLY, FUNDS SUPPORTED AN EDUCATIONAL TOUR FOR WYOMING LAWMAKERS ON CRITICAL CONSERVATION ISSUES IN THE STATE. 128,323
2 EARLY CHILDHOOD EDUCATION: THE FOUNDATION IS COMMITTED TO DEVELOPING HEALTHY, HAPPY, CREATIVE AND CURIOUS CHILDREN. THE FOUNDATION BELIEVES THAT ACHIEVING THIS GOAL REQUIRES THE INTEGRATION OF DEVELOPMENTALLY APPROPRIATE, NATURAL AND IMAGINATIVE LEARNING OPPORTUNITIES INTO THE FABRIC OF EARLY CHILDHOOD EDUCATION.DURING THE YEAR, THE FOUNDATION SUPPORTED A COLLABORATION OF NATIONAL FUNDERS WORKING TO CREATE AN ADVOCACY HUB FOR ENVIRONMENTAL EDUCATION. ADDITIONALLY, THE FOUNDATION PAID THE EXPENSES RELATED TO A STAFF MEMBER SERVING ON THE BOARD OF A NON-PROFIT FOCUSED ON EQUITABLE ACCESS TO MEANINGFUL OUTDOOR EXPERIENCES AND CONNECTIONS TO NATURE FOR ALL CHILDREN. 14,920
3 CLIMATE & DEMOCRACY: THE FOUNDATION BELIEVES THAT THE DEFENSE OF DEMOCRACY AND ADDRESSING CLIMATE CHANGE ARE THE CRITICAL ISSUES OF OUR TIME. AS SUCH, IT SEEKS TO SUPPORT ORGANIZATIONS THAT AGGRESSIVELY PURSUE CARBON REDUCTION, REFORM OUR NATION'S ELECTORAL SYSTEM, OR ACT AT THE INTERSECTION OF BOTH. THE FOUNDATION PAID THE EXPENSE OF A STAFF MEMBER SERVING ON THE BOARD OF AN ADVOCACY ORGANIZATION FOCUSED ON CLIMATE, PUBLIC LANDS CONSERVATION, AND INCREASING ACCESS TO OUTDOOR RECREATION. 2,835
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
85,131,652
b
Average of monthly cash balances.......................
1b
4,878,915
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
90,010,567
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
90,010,567
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,350,159
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
88,660,408
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,433,020
Part X
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 IX, line 6..................
1
4,433,020
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
10,606
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,606
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,422,414
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,422,414
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 XII, line 1 ...
7
4,422,414
Part XI
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
4,921,305
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
4,921,305
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,422,414
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,681,157
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,921,305
a Applied to 2022, but not more than line 2a 4,681,157
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 attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 240,148
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		4,182,266
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 PROGRAM 116,000

BETTER WYOMING

PO BOX 1443
LARAMIE,WY82073 		N/A PC GENERAL INSTITUTIONAL SUPPORT 261,000

CAPITA SOCIAL INC

100 WEST WASHINGTON STREET SUITE
200
GREENVILLE,SC29601 		N/A PC CHILDHOOD CLIMATE FUND 30,000

CLEAN ENERGY WORKS

925 FRENCH STREET
WASHINGTON,DC20001 		N/A PC GENERAL INSTITUTIONAL SUPPORT 50,000

CLIMATE AND CLEAN ENERGY EQUITY FUND

1100 13TH STREET NW
WASHINGTON,DC20005 		N/A PC GENERAL INSTITUTIONAL SUPPORT 65,000

ENVIRONMENTAL GRANTMAKERS ASSOCIATION

475 RIVERSIDE DRIVE SUITE 960
NEW YORK,NY10115 		N/A PC BLUE SKY FUNDERS FORUM 25,000

EQUALITY STATE POLICY CENTER

419 S 5TH STREET SUITE 1
LARAMIE,WY82070 		N/A PC THE CHAIR PROJECT 100,000

EXPONENT PHILANTHROPY

PO BOX 65607
WASHINGTON,DC20035 		N/A PC GENERAL INSTITUTIONAL SUPPORT 2,500

FLORIDA ATLANTIC UNIVERSITY FOUNDATION

777 GLADES ROAD
BOCA RATON,FL33431 		N/A PC SUPPORTING EARLY CHILDHOOD ENVIRONMENTAL EDUCATION 40,000

GREATER YELLOWSTONE COALITION

215 SOUTH WALLACE AVENUE
BOZEMAN,MT59715 		N/A PC MOVIE SPONSORSHIP 1,507

HAND HEART AND SOUL PROJECT

220 ARROWHEAD BOULEVARD SUITE 200
JONESBORO,GA30236 		N/A PC GENERAL INSTITUTIONAL SUPPORT 30,000

HIGH COUNTRY NEWS

PO BOX 1090
PAONIA,CO81428 		N/A PC GENERAL INSTITUTIONAL SUPPORT 50,000

INSIDE CLIMATE NEWS

26 COURT STREET SUITE 1617
BROOKLYN,NY11242 		N/A PC COVERAGE IN WYOMING AND THE MOUNTAIN WEST 50,000

JACKSON HOLE CONSERVATION ALLIANCE

PO BOX 2728
JACKSON,WY83001 		N/A PC PUBLIC LANDS ADVOCACY 50,000

LANDER COMMUNITY FOUNDATION

PO BOX 1131
LANDER,WY82520 		N/A PC WYOMING OUTDOOR RECREATION BUSINESS ALLIANCE 22,000

NATIONAL AUDUBON SOCIETY

215 WEST OAK STREET SUITE 2C
FORT COLLINS,CO80521 		N/A PC SAGEBRUSH ECOSYSTEM & EMPOWERING CIVIC ENGAGEMENT 100,000

NATIONAL LEAGUE OF CITIES

660 N CAPITOL STREET NW STE 450
WASHINGTON,DC20001 		N/A PC NATURE-BASED EARLY CHILDHOOD STATE POLICY CONVENING 25,000

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DRIVE
RESTON,VA20190 		N/A PC EARLY CHILDHOOD HEALTH OUTDOORS 225,000

NEO PHILANTHROPY

45 WEST 36TH STREET 6TH FLOOR
NEW YORK,NY10018 		N/A PC WYOMING CIVIC ENGAGEMENT NETWORK 130,000

NEW AMERICA FOUNDATION

740 15TH STREET NW SUITE 900
WASHINGTON,DC20005 		N/A PC NATURE-BASED EARLY CHILDHOOD EDUCATION 20,000

NEW VENTURE FUND

1828 L STREET NW SUITE 300-A
WASHINGTON,DC20036 		N/A PC TRUST FOR LEARNING 60,000

NORTH AMERICAN ASSOC FOR ENVIRONMENTAL EDUCATION

1725 DESALES STREET NW SUITE 401
WASHINGTON,DC20036 		N/A PC NATURAL START ALLIANCE 250,000

NORTH AMERICAN ASSOC FOR ENVIRONMENTAL EDUCATION

1725 DESALES STREET NW SUITE 401
WASHINGTON,DC20036 		N/A PC OUTDOOR PRESCHOOL STATE POLICY COORDINATION 60,000

OUTDOOR ALLIANCE

PO BOX 66041
WASHINGTON,DC20035 		N/A PC UNITING THE OUTDOOR COMMUNITY TO PROTECT PUBLIC LANDS 75,000

PRESCOTT COLLEGE

220 GROVE AVENUE
PRESCOTT,AZ86301 		N/A PC CENTER FOR NATURE AND PLACE-BASED EARLY CHILDHOOD EDUCATION 100,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

50 CHURCH STREET 4TH FLOOR
CAMBRIDGE,MA02138 		N/A PC EARLY CHILDHOOD SCIENTIFIC COUNCIL ON EQUITY AND THE ENVIRONMENT 25,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA

1608 FOURTH STREET SUITE 220
BERKELEY,CA94710 		N/A PC BEYOND YELLOWSTONE PROGRAM 40,000

REGENTS OF THE UNIVERSITY OF MINNESOTA

1300 SOUTH 2ND STREET SUITE 206
MINNEAPOLIS,MN55454 		N/A PC NATURE-BASED EARLY LEARNING RESEARCH 25,000

RMI

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301 		N/A PC DECARBONIZE RURAL ELECTRIC CO-OPS 100,000

ROCKEFELLER PHILANTHROPY ADVISORS

120 BROADWAY SUITE 3475
NEW YORK,NY10271 		N/A PC THE JUST TRANSITION FUND 100,000

RUTGERS UNIVERSITY

100 STRUBLE ROAD
BRANCHVILLE,NJ07826 		N/A PC NATURE-BASED EARLY CHILDHOOD EDUCATION 100,000

SAN JUAN CITIZENS ALLIANCE

PO BOX 2461
DURANGO,CO81302 		N/A PC DEPLOYING IRA FUNDS FOR CLEAN ENERGY TRANSITION 120,000

SAVE DEMOCRACY INC

PO BOX 31930
TUCSON,AZ85751 		N/A PC GENERAL INSTITUTIONAL SUPPORT 50,000

SCHWAB CHARITABLE

211 MAIN STREET
SAN FRANCISCO,CA94105 		N/A PC THE RIVERBEND FUND 640,000

TETON SCIENCE SCHOOLS

700 COYOTE CANYON ROAD
JACKSON,WY83001 		N/A PC EDUCATING WY'S YOUTH FOR CIVIC ENGAGEMENT 85,000

THE WILDERNESS SOCIETY

503 WEST MENDENHALL
BOZEMAN,MT59715 		N/A PC GREATER YELLOWSTONE ECOSYSTEM CONSERVATION 20,000

THE WILDLIFE SOCIETY WYOMING CHAPTER

425 BARLOW PLACE SUITE 200
BETHESDA,MD20814 		N/A PC CONFERENCE SPONSORSHIP 1,000

THE WYLDLIFE FUND

PO BOX 890
BUFFALO,WY82834 		N/A PC GENERAL INSTITUTIONAL SUPPORT 50,000

THEODORE ROOSEVELT CONSERVATION PARTNERSHIP

529 14TH STREET NW SUITE 500
WASHINGTON,DC20045 		N/A PC GENERAL INSTITUTIONAL SUPPORT 175,000

TINY TREES

900 1ST AVE S 205
SEATTLE,WA98134 		N/A PC GENERAL INSTITUTIONAL SUPPORT 10,000

TO NIZHONI ANI

PO BOX 483
KYKOTSMOVI VILLAGE,AZ86039 		N/A PC GENERAL INSTITUTIONAL SUPPORT 5,000

URBAN ECOLOGY CENTER

1500 E PARK PLACE
MILWAUKEE,WI53211 		N/A PC NATURE-BASED EARLY CHILDHOOD EDUCATION 25,000

WASHINGTON STATE UNIVERSITY

1100 OLIVE WAY SUITE 1200
SEATTLE,WA98101 		N/A PC HEALTH OUTCOMES IN PRESCHOOL 60,000

WYOFILE

PO BOX 1099
LANDER,WY82520 		N/A PC GENERAL INSTITUTIONAL SUPPORT 75,000

WYOMING MIGRATION INITIATIVE

1000 E UNIVERSITY AVENUE DEPT 3166
LARAMIE,WY82071 		N/A PC GLOBAL INITIATIVE ON UNGULATE MIGRATION 25,000

WYOMING MIGRATION INITIATIVE

1000 E UNIVERSITY AVENUE DEPT 3166
LARAMIE,WY82071 		N/A PC WYOMING MIGRATION INITIATIVE 30,000

WYOMING OUTDOOR COUNCIL

236 S 2ND STREET
LANDER,WY82520 		N/A PC DIGITAL MARKETING SUPPORT 800

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 WYOMING NOW & BEYOND REPORTING PROJECT 35,000

WYOMING WILDLIFE FEDERATION

PO BOX 1441 529 MAIN STREET
LANDER,WY83014 		N/A PC PLANTING SEEDS FOR CONSERVATION 40,000

YMCA OF GREATER TOLEDO

6465 W SYLVANIA AVENUE
SYLVANIA,OH43560 		N/A PC GENERAL INSTITUTIONAL SUPPORT 50,000
Total .................................right arrow 3a 3,869,807
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 126,005  
4 Dividends and interest from securities ....     14 304,094  
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 2,516  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,395,837  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,828,452 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,828,452
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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)
 
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) (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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 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 18,915 0   16,915

TY 2023 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 2023 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
ADAMS FUND SERIES LLC   PURCHASED         COST 0 400,000  
CARLYLE PRIVATE EQUITY ACCESS FUND 2014, L.P.   PURCHASED         COST 0 309,691  
ECOSYSTEM INVESTMENT PARTNERS II, L.P.   PURCHASED         COST 0 365,905  
GEORGETOWN OPPORTUNIST FUND, LLP   PURCHASED         COST 0 389,651  
HARMONY PRIVATE EQUITY FUND II, LP   PURCHASED         COST 0 32,340  
SOURCE CAPITAL MEZZANINE FUND II, LP   PURCHASED         COST 0 87,623  

TY 2023 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 0 3,022,770
ADAMS FUND SERIES LLC - OWNERSHIP SERIES AT COST 0 1,347,114
ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND, LP AT COST 173,110 165,186
AKO EUROPEAN LONG-ONLY FUND LIMITED AT COST 1,500,000 2,902,978
CAPULA GLOBAL RELATIVE VALUE FUND LIMITED AT COST 873,539 1,520,715
CARLYLE PRIVATE EQUITY ACCESS FUND 2014, L.P. AT COST 0 1,057,047
CD&R FUND XI AIV B, L.P. AT COST 29,401 41,623
CLAYTON, DUBILIER & RICE FUND XI (CREDIT), LP AT COST 2,852 5,302
CLAYTON, DUBILIER & RICE FUND XI, L.P. AT COST 370,553 419,354
COATUE GROWTH IV OFFSHORE FEEDER FUND LP AT COST 316,896 390,450
COUTUE GROWTH V OFFSHORE FEEDER FUND LP AT COST 209,511 149,289
DEERFIELD PARTNERS, LP AT COST 239,337 260,901
DEERFIELD PRIVATE DESIGN FUND V, L.P. AT COST 260,000 266,689
ECOSYSTEM INVESTMENT PARTNERS III, LP AT COST 368,431 683,272
ECOSYSTEM INVESTMENT PARTNERS IV, LP AT COST 252,821 289,673
ELLINGTON ENHANCED INCOME FUND LTD. AT COST 925,360 1,104,892
FARALLON CAPITAL F5 INVESTORS I LP AT COST 453,103 575,047
FOUNDATION CAPITAL IX, LP AT COST 894,866 1,385,052
FOUNDATION CAPITAL LEADERSHIP FUND II, L.P. AT COST 249,402 271,029
FOUNDATION CAPITAL X, L.P. AT COST 152,423 156,498
GENERATION IM GLOBAL EQUITY FUND, LLC AT COST 2,000,000 4,885,895
GEORGETOWN DIVERSIFIED FUND, LTD. AT COST 2,500,000 3,351,714
GEORGETOWN OPP FUND SERIES LLC SERIES 2022-A AT COST 0 1,567
GEORGETOWN OPP FUND SERIES LLC SERIES 2022-B AT COST 91,772 76,976
GEORGETOWN OPP FUND SERIES LLC SERIES 2022-C AT COST 38,153 48,217
GEORGETOWN OPP FUND SERIES LLC SERIES 2022-D AT COST 50,000 50,898
GEORGETOWN OPPORTUNISTIC FUND SERIES LLC SERIES 2021-A AT COST 749,999 817,426
GEORGETOWN OPPORTUNISTIC FUND SERIES LLC SERIES 2021-B AT COST 388,250 275,681
GEORGETOWN OPPORTUNISTIC FUND SERIES LLC SERIES 2021-C AT COST 337,500 234,123
GEORGETOWN OPPORTUNISTIC FUND SERIES LLC SERIES 2021-D AT COST 320,001 291,140
GEORGETOWN OPPORTUNISTIC FUND SERIES LLC SERIES 2021-E AT COST 116,550 107,049
GEORGETOWN OPPORTUNISTIC FUND SERIES LLC SERIES 2021-F AT COST 65,214 83,929
GEORGETOWN OPPORTUNISTIC FUND SERIES LLC SERIES 2021-H AT COST 169,002 148,279
GEORGETOWN OPPORTUNISTIC SERIES 2016 AT COST 18,499,217 37,511,846
GEORGETOWN OPPORTUNISTIC SERIES 2020-A AT COST 232,500 288,666
GOLDMAN SACHS ACCES TREAS 0 1 YR ETF (GBIL) 13,996.000 SHARES AT COST 1,400,580 1,395,961
GRAIN COMMUNICATIONS OPPORTUNITY FUND IV AT COST 5,616 0
H CAPITAL VI, L.P. AT COST 248,668 237,774
HARMONY PRIVATE EQUITY FUND II, L.P. AT COST 0 458,192
INNOVIA GROWTH FUND II-A, L.P. AT COST 156,250 124,280
ISHARES CORE MSCI EMERGING ETF (IEMG) 10,873.000 SHARES AT COST 712,718 549,956
ISHARES CORE US AGGREGATE BOND ETF (AGG) 42,074.000 SHARES AT COST 4,095,917 4,175,845
ISHARES TIP BOND ETF (TIP) 7,875.000 SHARES AT COST 998,030 846,484
KALORAMA CBRE SEGREGATED PORTFOLIO AT COST 1,000,000 1,401,414
KALORAMA SEPARATE ACCOUNT DIAMETER SEGREGATED PORTFOLIO AT COST 1,051,973 1,224,014
KALORAMA SEPARATE ACCOUNT ICHIGO SEGREGATED PORTFOLIO AT COST 800,000 1,422,297
KALORAMA SEPARATE ACCOUNT OVERLOOK SEGREGATED PORTFOLIO AT COST 684,683 1,322,071
KALORAMA SEPARATE ACCOUNT TIGER GLOBAL LONG OPP SEGREGATED PORTFOLIO AT COST 385,614 527,044
KALORAMA TIGER GLOBAL CLASS SL AT COST 64,088 64,114
METROPOLITAN REAL ESTATE PARTNERS GLOBAL III, LP AT COST 196,747 263,441
OWL VENTURES IV, L.P. AT COST 245,000 270,516
OWL VENTURES OPPORTUNITY FUND I, L.P. AT COST 100,000 95,021
PAINE SCHWARTZ FOOD CHAIN FUND V, L.P. AT COST 382,813 663,257
PROLOGIS TARGETED U.S. LOGISTICS HOLDINGS, L.P. AT COST 499,941 792,663
ROSE AFFORDABLE HOUSING PRESERVATION FUND VI REIT AT COST 35,000 23,147
RS CO-INVEST FEEDER FUND (USD) III, LP AT COST 75,880 161,442
RS FEEDER (USD) IV, LP AT COST 381,343 457,338
SIXTH STREET OPPORTUNITIES PARTNERS II (B), L.P. AT COST 105,702 6,438
SOURCE CAPITAL MEZZANINE CO-INVESTMENT FUND I, LP AT COST 378 95,453
SOURCE CAPITAL MEZZANINE FUND II, LP AT COST 0 221,511
SPDR GOLD SHARES ETF (GLD) 4,587.000 SHARES AT COST 793,091 876,897
THE CHILDREN'S INVESTMENT FUND AT COST 1,500,000 3,340,500
TPG ASIA IV, L.P. AND AFFLIATED PARTNERSHIPS AT COST 78,110 941,897
WILSON FUND SPC, LTD. AT COST 0 37,888
YOSEMITE FUND I AT COST 30,082 25,452

TY 2023 LegalFeesSchedule
Name:
THE GEORGE B STORER FOUNDATION INC
EIN:
59-6136392
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 16,281 0   16,281
PROGRAMMATIC TECHNICAL ASSISTANCE LEGAL COUNSEL 3,844 0   3,844


TY 2023 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 15 0   15
DUES, SUBSCRIPTIONS, AND MEMBERSHIPS 11,687 0   11,687
INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE 11,258 0   11,258
INSURANCE 2,868 0   2,868
OFFICE AND OTHER EXPENSES 7,523 0   7,523
OTHER INVESTMENT EXPENSES 128,611 128,611   0
PAYROLL PROCESSING 2,692 0   2,692
OTHER DEDUCTIONS THRU SCHEDULE K-1S, NET OF UBI 0 781,134   0


TY 2023 OtherIncomeSchedule2
Name:
THE GEORGE B STORER FOUNDATION INC
EIN:
59-6136392
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT INCOME 2,516 2,516 2,516
OTHER INCOME (LOSS) THRU SCHEDULE K-1S, NET OF UBI   889,537  


TY 2023 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 33,826 0   33,826
PROGRAMMATIC CONSULTANTS 101,753 0   101,753
RESEARCH CONSULTANTS 150 0   150
COMMUNICATIONS CONSULTANTS 3,894 0   3,894
INVESTMENT MANAGER AND ADVISOR FEES 304,800 304,800   0


TY 2023 TaxesSchedule
Name:
THE GEORGE B STORER FOUNDATION INC
EIN:
59-6136392
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL UNRELATED BUSINESS INCOME TAX PAID 10,000 0   0
STATE UNRELATED BUSINESS INCOME TAX PAID 26,069 0   0
FOREIGN TAXES THRU SCHEDULE K-1S, NET OF UBI 0 6,778   0