2024-08-12T18:21:00-05:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2023-01-01 811292744 GARY E MILGARD FAMILY FOUNDATION-CARI GARY 2532740121 1701 COMMERCE STREET TACOMA WA 98402 CARI MILGARD PRESIDENT 2532740121 2024-08-01 1 0 SARAH B HUANG P00745974 4254544919 2024-08-01 2023 2024-08-08 14:25:15Z X 107024164 X 0 X 2761096 2853520 76890 20857494 0 0 -84807 2837986 2768713 176924 0 176924 131504 0 131504 109920 0 109916 1007 0 1007 15625 0 15625 254270 234516 19754 85324 46660 1204 4603 0 4603 2864 0 2864 148 0 148 17876 67161 17876 800065 348337 481425 1101000 1101000 1901065 348337 1582425 936921 2420376 12746 87820 87820 1161943 675578 675578 82686297 93902890 93902890 11623618 12357876 12357876 95484604 107024164 107024164 89 93 89 93 X 95484515 107024071 95484515 107024071 95484604 107024164 95484515 936921 10602635 107024071 0 107024071 PUBLICLY TRADED SECURITIES 2022-01-01 2023-12-31 20857494 20779356 78138 78138 HEDGEPREMIER/RIDA FUND LP P 2022-01-01 2023-12-31 218318 -218318 -218318 CAPITAL GAINS DIVIDENDS P 102263 102263 102263 -37917 33643 0 33643 0 33643 29783 0 23000 0 52783 X 0 19140 19140 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.GARYMILGARDFAMILYFOUNDATION.ORG TREV COOKSON 2532740121 1701 COMMERCE STREET TACOMA WA 98402 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CARI MILGARD 1701 COMMERCE STREET TACOMA WA 98402 PRESIDENT 20.00 70000 35286 0 KASEY MILGARD 1701 COMMERCE STREET TACOMA WA 98402 SECRETARY 20.00 53462 7946 0 KIRBY MILGARD 1701 COMMERCE STREET TACOMA WA 98402 TREASURER 20.00 53462 7716 0 PAUL DEGOEDE 1701 COMMERCE STREET TACOMA WA 98402 DIRECTOR 5.00 0 0 0 CHRISTINE ZEMANEK 1701 COMMERCE STREET TACOMA WA 98402 PHILANTHROPIC ADVISO 10.00 72154 0 0 0 MORGAN STANLEY SMITH BARNEY HOLDINGS LLC 1 NEW YORK PLAZA 12TH FL NEW YORK NY 10004 INVESTMENT MGMT 234516 0 0 88450387 582127 11623618 100656132 0 0 100656132 1509842 99146290 4957315 4957315 33643 33643 4923672 0 4923672 0 4923672 1582425 0 1582425 4923672 1147837 0 0 1582425 1147837 0 0 434588 0 0 0 0 0 0 0 0 4489084 0 0 0 EXCLUSIVELY ACCEPTED ONLINE VIA WWW 1701 COMMERCE STREET TACOMA WA 98402 2532740121 A LETTER OF INQUIRY IS THE FIRST STEP IN THE GRANT APPLICATION PROCESS. THE LETTER OF INQUIRY IS REVIEWED, AND IF APPROVED, THE APPLICANT WILL BE REQUESTED TO PROVIDE A FULL APPLICATION. THERE IS NO DEADLINE FOR SUBMITTING A LETTER OF INQUIRY. ALL APPLICANT ORGANIZATIONS MUST QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER THE INTERNAL REVENUE CODE. CERTAIN PROPOSALS ARE INELIGIBLE FOR FUNDING, SUCH AS: ANNUAL FUNDS, GALAS, OR OTHER SPECIAL EVENT FUNDRAISING ACTIVITIES; SECTARIAN RELIGIOUS ACTIVITIES, DEBT REDUCTION, POLITICAL LOBBYING, OR LEGISLATIVE ACTIVITIES; AND ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF AGE, RACE, NATIONAL ORIGIN, ETHNICITY, GENDER, POLITICAL AFFILIATION OR RELIGIOUS BELIEF. CHILDREN'S HOME SOCIETY OF WASHINGTON PO BOX 123 VAUGHN WA 98394 PC: 509(A)(1) OR (A) KEY PENINSULA FAMILY RESOURCE CTR 10000 EMERGENCY FOOD NETWORK OF TACOMA-PIERCE COUNTY 3318 92ND STREET SOUTH TACOMA WA 98499 PC: 509(A)(1) OR (A) CO-OP FOOD PURCHASING PROGRAM 100000 HOPESPARKS FAMILY SERVICES 6424 N 9TH STREET TACOMA WA 98406 PC: 509(A)(1) OR (A) CHILDREN'S MENTAL HEALTH 100000 MAKING A DIFFERENCE FOUNDATION 4218 S STEELE ST 215 TACOMA WA 98409 PC: 509(A)(1) OR (A) ELOISE'S COOKING POT 100000 NORTHWEST HARVEST PO BOX 12272 TACOMA WA 98102 PC: 509(A)(1) OR (A) IN HONOR OF DR. JIM VINCENT 10000 NOURISH PIERCE COUNTY 1702 SOUTH 72ND STREET SUITE E TACOMA WA 98408 PC: 509(A)(1) OR (A) FIFTH & FRESCO/MAX & LAUREN THAYER 6000 NOURISH PIERCE COUNTY 1702 SOUTH 72ND STREET SUITE E TACOMA WA 98408 PC: 509(A)(1) OR (A) GENERAL OPERATING 150000 PACK-PEOPLE FOR ANIMAL CARE AND KINDNESS PO BOX 1190 TACOMA WA 98408 PC: 509(A)(1) OR (A) PARTY WITH A PURPOSE GALA 100000 SOUTH SOUND CARE FOUNDATION PO BOX 1314 TACOMA WA 98401 PC: 509(A)(1) OR (A) BEER & BITES 2023 50000 STEP BY STEP PO BOX 488 MILTON WA 98354 PC: 509(A)(1) OR (A) MATERNITY SUPPORT SERVICES 100000 THE GREATER TACOMA COMMUNITY FOUNDATION 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 PC: 509(A)(1) OR (A) PENMET PARKS COMMUNITY RECREATION CTR 200000 TOY RESCUE MISSION 607 SO WINNIFRED ST TACOMA WA 98464 PC: 509(A)(1) OR (A) OVERHEAD, RESTORE, SHRINKWRAP 100000 UNITED WAY OF PIERCE COUNTY 1501 PACIFIC AVENUE 400 TACOMA WA 98402 PC: 509(A)(1) OR (A) CENTER FOR STRONG FAMILIES 75000 1101000 0 14 2761096 18 76890 0 2837986 0 2837986 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15625 0 15625 MORGAN STANLEY - CORPORATE STOCK 93902890 93902890 HEDGEPREMIER/RIDA LP FMV 4259178 4259178 PINEHURST INSTITUTIONAL, LTD FMV 8098698 8098698 LEGAL FEES 1007 0 1007 INSURANCE 500 0 500 COMPUTER EXPENSE 10093 0 10093 OFFICE EXPENSE 1803 0 1803 REPAIRS & MAINTENANCE 4293 0 4293 EQUIPMENT RENTAL 971 0 971 DUES AND MEMBERSHIPS 216 0 216 DEDUCTIONS FROM PARTNERSHIP INVESTMENTS 0 67161 0 INCOME FROM PARTNERSHIP INVESTMENTS -84807 UNREALIZED GAIN 10602635 INVESTMENT MANAGEMENT FEES 234516 234516 0 OTHER CONSULTANTS 19754 0 19754 EXCISE TAXES 42500 0 0 FOREIGN TAXES 41620 46660 0 STATE TAXES 1204 0 1204