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 811315385 GARY E MILGARD FAMILY FOUNDATION- SUNSHINE GARY 2532740121 1701 COMMERCE STREET TACOMA WA 98402 CHRISTINE ZEMANEK PRESIDENT & TREASURER 2532740121 2025-10-21 1 0 SARAH B HUANG P00745974 4254544919 2025-10-08 2024 2025-03-06 01:10:19Z X 37347998 X 0 X 1035421 955393 1875688 7893556 2420294 0 1200 2911109 3376887 199830 0 199830 12934 0 12934 114725 0 112656 640 0 640 15684 0 15684 93244 85731 7513 50211 14836 391 799 0 799 7591 0 7591 49 0 49 10662 43226 10662 506369 143793 368749 1300894 1300894 1807263 143793 1669643 1103846 3233094 36662 80920 80920 197685 284178 284178 3093542 3093542 3093542 30339521 33889358 33889358 4013281 0 0 34587149 37347998 37347998 11506 13575 11506 13575 X 34575643 37334423 34575643 37334423 34587149 37347998 34575643 1103846 1654934 37334423 0 37334423 PUBLICLY TRADED SECURITIES 2023-01-01 2024-12-31 7893556 6080210 1813346 1813346 LIQUIDATION OF HEDGEPREMIER/RIDA FUND LP P 2023-01-01 2024-12-31 1561618 1410682 150936 150936 HEDGEPREMIER/RIDA FUND LP P 2023-01-01 2024-12-31 329865 329865 329865 CAPITAL GAINS DIVIDENDS P 126147 126147 126147 2420294 44940 0 44940 0 44940 76942 0 10000 0 86942 X 0 42002 42002 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 CHRISTINE ZEMANEK 1701 COMMERCE STREET TACOMA WA 98402 PRESIDENT & TREASURER 20.00 29283 41231 1200 TYLER ZEMANEK 1701 COMMERCE STREET TACOMA WA 98402 VP 20.00 158696 40726 1561 DANA HOWERTON 1701 COMMERCE STREET TACOMA WA 98402 SECRETARY 4.50 11851 5158 134 LORI MILGARD 1701 COMMERCE STREET TACOMA WA 98402 DIRECTOR 20.00 0 0 0 NONE 0 MORGAN STANLEY SMITH BARNEY HOLDINGS LLC 1 NEW YORK PLAZA 12TH FL NEW YORK NY 10004 INVESTMENT MANAGEMENT 85731 0 0 32291009 199357 3936774 36427140 0 0 36427140 546407 35880733 1794037 1794037 44940 44940 1749097 0 1749097 0 1749097 1669643 0 1669643 1749097 1465594 0 0 1669643 1465594 0 0 204049 0 0 0 0 0 0 0 0 1545048 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. A STEP AHEAD IN PIERCE COUNTY 10324 CANYON RD E SUITE 203 PUYALLUP WA 98373 PC: 509(A)(1) OR (A) BOOST 20000 AAUW-WA SPECIAL PROJECTS FUND PO BOX 2705 GIG HARBOR WA 98335 PC: 509(A)(1) OR (A) TECH TREK GIG HARBOR 4650 ADVOCATES TO IMMIGRANTS IN DETENTION NW 1915 S SHERIDAN AVE TACOMA WA 98405 PC: 509(A)(1) OR (A) WELCOME CENTER PROGRAM 15000 ASSOCIATED MINISTRIES OF TACOMA-PIERCE CO 901 S 13TH ST TACOMA WA 98405 PC: 509(A)(1) OR (A) SHARED HOUSING SERVICES 35000 BIG BROTHERS BIG SISTERS OF PUGET SOUND 12600 SE 38TH STREET SUITE 150 BELLEVUE WA 98409 PC: 509(A)(1) OR (A) AI TOOL YOUTH/MENTOR MATCHES 25000 BIRTHDAY DREAMS PO BOX 2722 RENTON WA 98056 PC: 509(A)(1) OR (A) BIRTHDAY SMILES PROGRAM 7500 BOYS & GIRLS CLUBS OF S PUGET SOUND 3875 S 66TH STREET SUITE 101 TACOMA WA 98409 PC: 509(A)(1) OR (A) 2024 LEGACY OF HOPE 10000 BOYS & GIRLS CLUBS OF S PUGET SOUND 3875 S 66TH STREET SUITE 101 TACOMA WA 98409 PC: 509(A)(1) OR (A) GENERAL OPERATING 10000 CAL RIPKEN SR FOUNDATION PO BOX 825452 PHILADELPHIA PA 191825452 PC: 509(A)(1) OR (A) UNIVERSITY PLACE PARKS & REC FOUND 50000 CAMP KOREY 24880 BROTHERHOOD RD MOUNT VERNON WA 98274 PC: 509(A)(1) OR (A) CAMP PROGRAMS 25000 CANCER LIFELINE OF KING COUNTY 6522 FREMONT AVE NORTH SEATTLE WA 98103 PC: 509(A)(1) OR (A) PIERCE COUNTY SERVICES 10000 CANCER PATHWAYS 1400 BROADWAY SEATTLE WA 98122 PC: 509(A)(1) OR (A) CAMP SPARKLE 15000 CARES OF WASHINGTON 1833 NORTH 105TH ST SUITE 202 SEATTLE WA 98133 PC: 509(A)(1) OR (A) PIERCE COUNTY APPRENTICESHIPS 10000 CHILDREN'S INTERNATIONAL HEALTH RELIEF 4218 SOUTH STEELE SUITE 220 TACOMA WA 98409 PC: 509(A)(1) OR (A) NEW EQUIPMENT TACOMA CLINIC 10000 COMMUNITIES IN SCHOOLS OF LAKEWOOD 10828 GRAVELLY LAKE DRIVE SW SUITE 104 LAKEWOOD WA 98499 PC: 509(A)(1) OR (A) IN-SCHOOL STUDENT SUPPORTS 20000 COMMUNITIES IN SCHOOLS OF PENINSULA PO BOX 684 VAUGHN WA 98394 PC: 509(A)(1) OR (A) SITE COORDINATION/MATCH BOOK DRIVE 15744 COMMUNITIES IN SCHOOLS OF TACOMA PO BOX 111646 TACOMA WA 98411 PC: 509(A)(1) OR (A) SITE COORDINATION/STUDENT SUPPORT 20000 DIABETES ASSOCIATION OF PIERCE COUNTY PO BOX 110427 TACOMA WA 984110427 PC: 509(A)(1) OR (A) PANTHER DAY CAMP 25000 DONORSCHOOSEORG 6656 PO BOX 7247 PHILADELPHIA PA 191706656 PC: 509(A)(1) OR (A) PIERCE COUNTY TEACHERS 2024 140000 EATONVILLE FAMILY AGENCY PO BOX 1764 EATONVILLE WA 98328 PC: 509(A)(1) OR (A) GENERAL OPERATIONS 15000 E-LIB4ALL 13015 109TH STREET CT E PUYALLUP WA 98374 PC: 509(A)(1) OR (A) SUMMER ACADEMIC ENRICHMENT 7500 GIRLS HEARTS ON FIRE 1102 A ST SUITE 428 TACOMA WA 98402 PC: 509(A)(1) OR (A) GENERAL OPERATING 10000 HELPING HAND HOUSE 4321 2ND STREET SW PUYALLUP WA 98373 PC: 509(A)(1) OR (A) HOMELESS FAMILY INTERVENTION PROGRAM 20000 LISTEN AND TALK 8244 122ND AVE NE KIRKLAND WA 98033 PC: 509(A)(1) OR (A) BIRTH TO THREE PROGRAM 15000 LITTLE BIT THERAPEUTIC RIDING CENTER 18675 NE 106TH STREET REDMOND WA 98052 PC: 509(A)(1) OR (A) ALICE'S FUND 5000 METROPOLITAN DEVELOPMENT COUNCIL 945 FAWCETT AVENUE TACOMA WA 98402 PC: 509(A)(1) OR (A) GENERAL OPERATIONS 20000 MOUNTAIN VIEW COMMUNITY CENTER 3607 122 AVENUE EAST SUITE A EDGEWOOD WA 98372 PC: 509(A)(1) OR (A) SENIOR WELLNESS PROGRAM 15000 MULTICARE HEALTH FOUNDATION P O BOX 5296 TACOMA WA 98405 PC: 509(A)(1) OR (A) HOME HEALTH/HOSPICE COMFORT 20000 NATIONAL FOOTBALL FOUNDATION TACOMA/PIERCE COUNTY CHAPTER 8912 64TH STREET CT W UNIVERSITY PLACE WA 98467 PC: 509(A)(1) OR (A) TACOMA-PIERCE CHAPTER 20000 NEW PHOEBE HOUSE ASSOCIATION PO BOX 5245 TACOMA WA 98415 PC: 509(A)(1) OR (A) SHELTER, RECOVERY, REUNIFICATION 20000 NEXT CHAPTER FOUNDATION PO BOX 8395 TACOMA WA 98419 PC: 509(A)(1) OR (A) GENERAL OPERATIONS 15000 NORTHWEST ASSOCIATION FOR BLIND ATHLETES PO BOX 61489 VANCOUVER WA 98666 PC: 509(A)(1) OR (A) PIERCE COUNTY PROGRAMMING 5000 NORTHWEST EDUCATION FOUNDATION 6920 ROOSEVELT WAY NE 355 SEATTLE WA 98115 PC: 509(A)(1) OR (A) PIERCE COUNTY COLLEGE PREP/SUCCESS 20000 OPERATION HOMEFRONT 748 MARKET STREET SUITE 307 TACOMA WA 98402 PC: 509(A)(1) OR (A) FAMILY SUPPORT PIERCE COUNTY 10000 OUR LADY QUEEN OF HEAVEN CHURCH 14601 A STREET SOUTH TACOMA WA 98444 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 15000 PALMER SCHOLARS PO BOX 7119 TACOMA WA 98417 PC: 509(A)(1) OR (A) SUPPORT SERVICES 25000 PEARL FOUNDATION OF PUGET SOUND 1420 MARVIN RD NE LACEY WA 98516 PC: 509(A)(1) OR (A) PASSPORT TO MANHOOD 5000 PIERCE CENTER FOR ARTS & TECHNOLOGY DBA ARIVVA PO BOX 44046 TACOMA WA 98448 PC: 509(A)(1) OR (A) CARDIAC MONITORING TECH TRAINING 15000 PIERCE COUNTY LIBRARY FOUNDATION 3005 112TH ST EAST TACOMA WA 98446 PC: 509(A)(1) OR (A) PARKLAND PEER PROGRAM 20000 PLAIN COMMUNITY CHURCH 12565 CHAPEL DR LEAVENWORTH WA 98826 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 7500 PUGET SOUND FOURSQUARE 4020 SOUTH 56TH STREET SUITE 210 TACOMA WA 98409 PC: 509(A)(1) OR (A) BACK TO SCHOOL JAM 8000 PUSH FOR DREAMS PO BOX 1663 TACOMA WA 98401 PC: 509(A)(1) OR (A) LEADERSHIP ACADEMY 25000 RAINBOW CENTER 2215 PACIFIC AVENUE TACOMA WA 98402 PC: 509(A)(1) OR (A) TACOMA PRIDE FESTIVAL 15000 RAINIER FOOTHILLS WELLNESS FOUNDATION 1304 GRIFFIN AVENUE PO BOX 905 ENUMCLAW WA 98022 PC: 509(A)(1) OR (A) SENIOR SUPPORT SERVICES 15000 RAINIER SCHOLARS 2100 24TH AVE S SUITE 360 SEATTLE WA 98144 PC: 509(A)(1) OR (A) TACOMA PROGRAM 12500 SANTA'S CASTLE PO BOX 33877 JOINT BASE LEWIS MCCHO WA 98433 PC: 509(A)(1) OR (A) TOY COLLECTION & DISTRIBUTION 15000 SIBLING STRONG PO BOX 1002 PORT ORCHARD WA 98366 PC: 509(A)(1) OR (A) PIERCE COUNTY SUPPORT 30000 SOULUMINATION 911 N 145TH ST SEATTLE WA 98133 PC: 509(A)(1) OR (A) LEGACY PROGRAM SERVICES 10000 SOUND OUTREACH 1106 MARTIN LUTHER KING JR WAY TACOMA WA 98405 PC: 509(A)(1) OR (A) CTRS FOR STRONG FAMILIES 30000 SPECIAL OLYMPICS WASHINGTON 2815 2ND AVE SUITE 370 SEATTLE WA 98121 PC: 509(A)(1) OR (A) UP PRIDE-IN MEMORY OF DOUGLAS DE LEON 20000 ST VINCENT DE PAUL OF TACOMA PIERCE CO 4009 SOUTH 56TH STREET TACOMA WA 98409 PC: 509(A)(1) OR (A) OUTREACH PROGRAMS 30000 ST VINCENT DE PAUL SOCIETY ST MARTIN OF TOURS CONFERENCE 2303 54TH AVENUE EAST FIFE WA WA 98424 PC: 509(A)(1) OR (A) UTILITY & RENTAL ASSISTANCE 15000 SUMNER COMMUNITY FOOD BANK 15625 MAIN STREET EAST SUMNER WA 98390 PC: 509(A)(1) OR (A) FEED OUR NEIGHBORS 40000 TACID 6315 SOUTH 19TH STREET TACOMA WA 98466 PC: 509(A)(1) OR (A) WELLNESS & RECOVERY PROGRAM 15000 TACOMA PARKS FOUNDATION 4702 SOUTH 19TH STREET TACOMA WA 98405 PC: 509(A)(1) OR (A) SUMMER TEEN LATE NIGHTS 30000 TACOMA URBAN LEAGUE 2550 SOUTH YAKIMA AVENUE TACOMA WA 98405 PC: 509(A)(1) OR (A) POSITIVE PARENTING PROGRAM 10000 TACOMA YOUTH FOR CHRIST PO BOX 834 TACOMA WA 98401 PC: 509(A)(1) OR (A) PROGRAM EXPENSES/GROWTH 30000 TACOMA-PIERCE COUNTY CHAPLAINCY PO BOX 731055 PUYALLUP WA 98373 PC: 509(A)(1) OR (A) GENERAL OPERATING 25000 TEAMCHILD 1225 SOUTH WELLER ST SUITE 420 SEATTLE WA 98144 PC: 509(A)(1) OR (A) LEGAL SERVICES PIERCE COUNTY 10000 THE BROTHERHOOD RISE CENTER 2136 MARTIN LUTHER KING JR WAY TACOMA WA 98405 PC: 509(A)(1) OR (A) THE WILDERNESS PROJECT 10000 THE HOMESTEAD COMMUNITY 8802 RANDALL DR NW GIG HARBOR WA 983322108 PC: 509(A)(1) OR (A) ANNIE'S PLACE RENOVATION 10000 THE TEARS FOUNDATION 11102 SUNRISE BLVD E SUITE 112 PUYALLUP WA 98374 PC: 509(A)(1) OR (A) CALI'S GIFT PROGRAM 25000 THE WISHING WELL FOUNDATION 16524 89TH AVE E PUYALLUP WA 98375 PC: 509(A)(1) OR (A) FURNITURE BANK 15000 TREEHOUSE 2100 24TH AVENUE SOUTH 200 SEATTLE WA 98144 PC: 509(A)(1) OR (A) PIERCE COUNTY GRADUATION SUCCESS 30000 UNIVERSITY OF PUGET SOUND 1500 N WARNER 1080 TACOMA WA 98416 PC: 509(A)(1) OR (A) SUMMER ACADEMIC CHALLENGE 25000 WASHINGTON HOME BUILDERS FOUNDATION 300 DESCHUTES WAY SW STE 300 TUMWATER WA 98501 PC: 509(A)(1) OR (A) BUILDSTRONG ACADEMY 10000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE SUITE 300 SEATTLE WA 98104 PC: 509(A)(1) OR (A) PIERCE COUNTY OLT 15000 WINSTON AREA COMMUNITY PARTNERSHIP PO BOX 2613 WINSTON OR 974962613 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 2500 1300894 0 14 1035421 18 1875688 0 2911109 0 2911109 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15684 0 15684 MORGAN STANLEY - CORPORATE STOCK 33889358 33889358 LEGAL FEES 640 0 640 DUES AND MEMBERSHIPS 181 0 181 INSURANCE 500 0 500 TELEPHONE AND INTERNET 3330 0 3330 OFFICE EXPENSE 1560 0 1560 COMPUTER EXPENSE 2297 0 2297 REPAIR AND MAINTENANCE 2477 0 2477 EQUIPMENT RENTAL 317 0 317 DEDUCTIONS FROM PARTNERSHIP 0 43226 0 OTHER INCOME FROM PARTNERSHIP INVESTMENTS 1200 UNREALIZED GAIN 1654934 INVESTMENT MANAGEMENT FEES 85731 85731 0 OTHER CONSULTANTS 7513 0 7513 EXCISE TAX 36100 0 0 FOREIGN TAXES 13720 14836 0 STATE TAXES 391 0 391