2024-08-12T10:25:28-05:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2023-01-01 811344384 GARY E MILGARD FAMILY FOUNDATION-LORI GARY 2532740121 1701 COMMERCE STREET TACOMA WA 98402 LORI MILGARD PRESIDENT 2532740121 2024-08-02 1 0 SARAH B HUANG P00745974 4254544919 2024-08-02 2023 2024-08-08 14:25:15Z X 56338219 X 0 X 1662123 1568007 241188 14876959 271938 0 32 1903311 1839977 180600 0 180600 32958 0 32958 88887 0 88887 1715 0 1715 32558 0 32558 133748 128564 5184 57657 25489 668 2556 0 2556 3559 0 3559 10843 0 10843 545081 154053 359528 2300210 2300210 2845291 154053 2659738 -941980 1685924 43828 52589 52589 467470 366245 366245 1752354 1792303 1792303 44595659 48043347 48043347 1193119 1293316 1293316 4544994 4790419 4790419 52597424 56338219 56338219 10000 10000 90000 156300 100000 166300 X 52497424 56171919 52497424 56171919 52597424 56338219 52497424 -941980 4682775 56238219 66300 56171919 PUBLICLY TRADED SECURITIES 2022-01-01 2023-12-31 14876959 14634690 242269 242269 CAPITAL GAIN DISTRIBUTIONS 2022-01-01 2023-12-31 29669 29669 29669 271938 23434 0 23434 0 23434 32581 0 0 0 32581 X 0 9147 9147 0 0 0 0 0 0 0 0 0 0 0 1 1 WA CA 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 LORI MILGARD 1701 COMMERCE STREET TACOMA WA 98402 PRESIDENT 20.00 600 17475 0 LINDSAY TRAPP 1701 COMMERCE STREET TACOMA WA 98402 VICE PRESIDENT 40.00 125000 26935 0 SCOTT EHLERS 1701 COMMERCE STREET TACOMA WA 98402 TREASURER 20.00 25000 8040 0 CHRISTINE ZEMANEK 1701 COMMERCE STREET TACOMA WA 98402 SECRETARY 10.00 30000 0 0 NONE 0 MORGAN STANLEY SMITH BARNEY HOLDINGS LLC 1 NEW YORK PLAZA 12TH FL NEW YORK NY 10004 INVESTMENT MANAGEMENT 128564 0 0 49020182 339558 4544994 53904734 0 0 53904734 808571 53096163 2654808 2654808 23434 23434 2631374 0 2631374 0 2631374 2659738 0 2659738 2631374 2427276 0 0 2659738 2427276 0 0 232462 0 0 0 0 0 0 0 0 2398912 0 0 0 EXCLUSIVELY ACCEPTED ONLINE VIA WWW 1701 COMMERCE STREET TACOMA WA 98042 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. A PLACE CALLED HOME 2830 SOUTH CENTRAL AVENUE LOS ANGELES CA 90011 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 55000 BOYS & GIRLS CLUB OF LONG BEACH 3635 LONG BEACH BLVD LONG BEACH CA 90807 PC: 509(A)(1) OR (A) LEADERSHIP/SOCIAL PROGRAMS 35000 BOYS & GIRLS CLUB OF MALIBU 30215 MORNING VIEW DR MALIBU CA 90265 PC: 509(A)(1) OR (A) KINDNESS IS FREE PROGRAM/CAMPAIGN 100000 BOYS & GIRLS CLUB OF MALIBU 30215 MORNING VIEW DR MALIBU CA 90265 PC: 509(A)(1) OR (A) MANNERS MATTER 50000 BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY 328 S RAMONA AVE MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) KINDNESS IS FREE/ROSE PARADE 800000 BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY 328 S RAMONA AVE MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) KINDNESS BACK TO SCHOOL ENGAGEMENT 160000 BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY 328 S RAMONA AVE MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) THANKS GIVING/KINDNESS 355000 BOYS & GIRLS CLUBS (BGCOP) OF GREATER OXNARD AND PORT HUENEME 1900 WEST FIFTH STREET OXNARD CA 93030 PC: 509(A)(1) OR (A) KINDNESS IS FREE PROGRAM 175310 CASA OF LOS ANGELES 201 CENTRE PLAZA DRIVE SUITE 1100 MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) ONE-TO-ONE ADVOCACY PROGRAMS 30000 CASA YOUTH SHELTER 10911 REAGAN STREET LOS ALAMITOS CA 90720 PC: 509(A)(1) OR (A) RSC PROGRAM 20000 CHP 11-99 FOUNDATION 3188 AIRWAY AVE SUITE C COSTA MESA CA 92626 PC: 509(A)(1) OR (A) EDUCATION PROGRAM 5000 CHRYSALIS 522 S MAIN STREET LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) EMPLOYMENT PROGRAM 50000 DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO ST LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) MEALS PROGRAM 25000 DREAM CENTER FOUNDATION 2301 BELLEVUE AVE LOS ANGELES CA 90026 PC: 509(A)(1) OR (A) ADULT EDUCATION 50000 EXTRAORDINARY FAMILIES 221 N ARDMORE AVENUE LOS ANGELES CA 90004 PC: 509(A)(1) OR (A) GENERAL OPERATING 49900 FOREVERGREEN TRAILS 243 S 55TH STREET TACOMA WA 98408 PC: 509(A)(1) OR (A) EDGEWOOD INTERURBAN TRAIL FUND 5000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 PC: 509(A)(1) OR (A) REENTRY PROGRAM 100000 HOMES FOR FAMILIES 21031 VENTURA BLVD SUITE 610 WOODLAND HILLS CA 91364 PC: 509(A)(1) OR (A) VETERANS & MILITARY FAMILIES 25000 LAS VIRGENES SCOUTING ALUMNI ASSOCIATION PO BOX 335 AGUORA HILLS CA 91376 PC: 509(A)(1) OR (A) TROOP 127 MOTHERS DAY BREAKFAST 5000 MAKE-A-WISH GREATER LOS ANGELES 11390 W OLYMPIC BLVD SUITE 300 LOS ANGELES CA 90064 PC: 509(A)(1) OR (A) WISH GRANTING PROGRAM 5000 MARIA'S CLOSET 3445 GURNARD AVENUE SAN PEDRO CA 90732 PC: 509(A)(1) OR (A) BIG GIVE EVENT 15000 NEW DIRECTIONS FOR VETERANS 11303 WILSHIRE BLVD BLDG 116 LOS ANGELES CA 90073 PC: 509(A)(1) OR (A) GENERAL OPERATING 25000 OREGON STATE UNIVERSITY FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 97333 PC: 509(A)(1) OR (A) EMERALD SCHOLARSHIP FUND 5000 PROJECT ANGEL FOOD 922 VINE STREET LOS ANGELES CA 90038 PC: 509(A)(1) OR (A) MEALS & NUTRITION SERVICES 50000 THE CAMPBELL CENTER 6512 SAN FERNANDO ROAD GLENDALE CA 91201 PC: 509(A)(1) OR (A) HAMILTON HOUSE REPAIRS 20000 VISION TO LEARN 12100 WISHIRE BLVD SUITE 1275 LOS ANGELES CA 90025 PC: 509(A)(1) OR (A) SERVICES BOYS & GIRLS CLUB 60000 WESTCOAST SPORTS ASSOCIATES 8939 S SEPULVEDA BLVD 110716 LOS ANGELES CA 90045 PC: 509(A)(1) OR (A) LA CITY PARK/RECREATION CTR 20000 WORTHY OF LOVE 5550 GROSVENOR BLVD 312 LOS ANGELES CA 90066 PC: 509(A)(1) OR (A) BIRTHDAY PARTY PROGRAM 5000 2300210 0 14 1662123 18 241188 0 1903311 0 1903311 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 32558 0 32558 MORGAN STANLEY - CORPORATE BONDS 1293316 1293316 MORGAN STANLEY - CORPORATE STOCK 48043347 48043347 1792303 1792303 0 0 PINEHURST INSTIT LTD CL I FMV 3547152 3547152 RIVERVIEW GLBL MACRO (CAY) FMV 1243267 1243267 LEGAL FEES 1715 0 1715 DEFERRED EXCISE TAX EXPENSE 66300 INSURANCE 500 0 500 COMPUTER EXPENSE 3629 0 3629 OFFICE EXPENSE 3671 0 3671 REPAIRS & MAINTENANCE 2384 0 2384 EQUIPMENT RENTAL 539 0 539 DUES AND SUBSCRIPTIONS 120 0 120 OTHER INVESTMENT INCOME 0 32 0 UNREALIZED GAIN 4682775 DEFERRED EXCISE TAX 90000 156300 INVESTMENT MANAGEMENT FEES 128564 128564 0 OTHER CONSULTANTS 5184 0 5184 STATE TAXES 668 0 668 FOREIGN TAXES 25489 25489 0 EXCISE TAXES 31500 0 0