2025-10-21T15:35:08-05:00 2024-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2024-01-01 811344384 GARY E MILGARD FAMILY FOUNDATION-LORI GARY 2532740121 1701 COMMERCE STREET TACOMA WA 98402 LORI MILGARD PRESIDENT 2532740121 2025-10-21 1 0 SARAH B HUANG P00745974 4254544919 2025-10-08 2024 2025-03-06 01:10:19Z X 60238601 X 0 X 1846802 1571373 3823754 14037209 3106038 5670556 4677411 191144 0 191144 42974 0 42974 115287 0 115018 636 0 636 34567 0 34567 149305 140926 8379 60994 24357 637 1303 0 1303 2049 0 2049 80 0 80 12113 0 12113 610452 165283 408900 2300620 2300620 2911072 165283 2709520 2759484 4512128 52589 107070 107070 366245 582850 583165 5412947 5412947 5412947 1792303 1758106 1758106 48043347 51135089 51135089 1293316 1242224 1242224 4790419 0 0 56338219 60238286 60238601 10000 10269 156300 168100 166300 178369 X 56171919 60059917 56171919 60059917 56338219 60238286 56171919 2759484 1140314 60071717 11800 60059917 PUBLICLY TRADED SECURITIES 2023-01-01 2024-12-31 14037209 10320935 3716274 3716274 CAPITAL GAINS DIVIDENDS P 219037 219037 219037 RIVERVIEW GLOBAL MACRO (AIP) P 2016-01-06 2024-12-31 1286101 2115374 -829273 -829273 3106038 62719 0 62719 0 62719 50147 0 45000 0 95147 X 0 32428 32428 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 10.00 600 18656 0 LINDSAY TRAPP 1701 COMMERCE STREET TACOMA WA 98402 VICE PRESIDENT 20.00 123231 32064 0 SCOTT EHLERS 1701 COMMERCE STREET TACOMA WA 98402 TREASURER 5.00 25673 8451 0 CHRISTINE ZEMANEK 1701 COMMERCE STREET TACOMA WA 98402 SECRETARY 20.00 41640 0 0 NONE 0 MORGAN STANLEY SMITH BARNEY HOLDINGS LLC 1 NEW YORK PLAZA 12TH FL NEW YORK NY 10004 INVESTMENT MANAGEMENT 140926 0 0 54003183 357363 4792120 59152666 0 0 59152666 887290 58265376 2913269 2913269 62719 62719 2850550 0 2850550 0 2850550 2709520 0 2709520 2850550 2398912 0 0 2709520 2398912 0 0 310608 0 0 0 0 0 0 0 0 2539942 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. BOYS & GIRLS CLUB OF MALIBU 30215 MORNING VIEW DR MALIBU CA 90265 PC: 509(A)(1) OR (A) WELLNESS CENTER 100000 BOYS & GIRLS CLUB OF MALIBU 30215 MORNING VIEW DR MALIBU CA 90265 PC: 509(A)(1) OR (A) KINDNESS PROGRAM 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 CARNIVAL 2024 416000 BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY 328 S RAMONA AVE MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) KINDNESS BACKPACK/PROGRAM 208000 BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY 328 S RAMONA AVE MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) KINDNESS FLOAT-TOURNAMENT ROSES 385000 BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY 328 S RAMONA AVE MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) MANNERS, THANKS FOR GIVING, KINDNESS 488000 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 175620 CASA OF LOS ANGELES 201 CENTRE PLAZA DRIVE SUITE 1100 MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) ONE-TO-ONE ADVOCACY 30000 CHARLES WRIGHT ACADEMY 7723 CHAMBERS CREEK ROAD W TACOMA TACOMA WA 984672099 PC: 509(A)(1) OR (A) MEGAN KELLEY SCHOLARSHIP FUND 50000 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 25000 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) CALLED TO ACTION 25000 EXTRAORDINARY FAMILIES 221 N ARDMORE AVENUE LOS ANGELES CA 90004 PC: 509(A)(1) OR (A) ESSENTIAL SERVICES 40000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 PC: 509(A)(1) OR (A) 18-MONTH RE-ENTRY PROGRAM 25000 MY FRIEND'S PLACE PO BOX 3867 LOS ANGELES CA 90078 PC: 509(A)(1) OR (A) CARE SERVICES 63000 OREGON STATE UNIVERSITY FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 973331068 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 5000 VISION TO LEARN 12100 WISHIRE BLVD SUITE 1275 LOS ANGELES CA 90025 PC: 509(A)(1) OR (A) SCREENING, EXAMS, GLASSES 60000 WESTCOAST SPORTS ASSOCIATES 8939 S SEPULVEDA BLVD 110716 LOS ANGELES CA 90045 PC: 509(A)(1) OR (A) LA CITY PARK & REC CTR PROGRAM 25000 2300620 0 14 1846802 14 3823754 0 5670556 0 5670556 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 34567 0 34567 MORGAN STANLEY - CORPORATE BONDS 1242224 1242224 MORGAN STANLEY - CORPORATE STOCK 51135089 51135089 1758106 1758106 0 0 LEGAL FEES 636 0 636 DEFERRED EXCISE TAX EXPENSE 11800 LICENSES 1016 0 1016 DUES AND MEMBERSHIPS 22 0 22 INSURANCE 500 0 500 TELEPHONE AND INTERNET 1515 0 1515 OFFICE EXPENSE 868 0 868 COMPUTER EXPENSE 3640 0 3640 REPAIR AND MAINTENANCE 4035 0 4035 EQUIPMENT RENTAL 517 0 517 UNREALIZED GAIN 1140314 DEFERRED EXCISE TAX 156300 168100 INVESTMENT MANAGEMENT FEES 140926 140926 0 OTHER CONSULTANTS 8379 0 8379 STATE TAXES 637 0 637 FOREIGN TAXES 24357 24357 0 EXCISE TAXES 36000 0 0