Nonprofit · EIN 81-1344384
GARY E MILGARD FAMILY FOUNDATION-LORI
Tax-exempt · TACOMA, WA 98402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,174,502 | $3,118,674 | $17,055,828 | $67,211,547 | $30,700 | $67,180,847 |
| December 31, 2024 | 990-PF | $5,670,556 | $2,911,072 | $2,759,484 | $60,238,286 | $178,369 | $60,059,917 |
| December 31, 2023 | 990-PF | $1,903,311 | $2,845,291 | -$941,980 | $56,338,219 | $166,300 | $56,171,919 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,925,235
- Net gain from sales of assets
- $18,249,267
Expenses
- Grants and similar amounts paid
- $2,400,348
- Compensation of officers, directors and key employees
- $167,206
- Salaries, compensation and benefits (total)
- $35,949
- Disbursements for charitable purposes
- $2,845,760
- Excise tax on investment income
- $300,191
Balance sheet and other
- Total assets, start of year
- $60,238,286
- Total assets, end of year
- $67,211,547
- Total liabilities, end of year
- $30,700
- Net assets, end of year
- $67,180,847
- Fair market value of assets
- $67,211,547
- Qualifying distributions
- $2,845,760
- Net investment income
- $21,794,177
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDSAY TRAPP 1701 COMMERCE STREET, TACOMA, WA 98402 | VICE PRESIDENT | 20 | $112,500 | $30,101 |
| CHRISTINE ZEMANEK 1701 COMMERCE STREET, TACOMA, WA 98402 | SECRETARY | 20 | $29,106 | $44,822 |
| SCOTT EHLERS 1701 COMMERCE STREET, TACOMA, WA 98402 | TREASURER | 5 | $25,000 | $9,614 |
| LORI MILGARD 1701 COMMERCE STREET, TACOMA, WA 98402 | PRESIDENT | 10 | $600 | $21,839 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDSAY TRAPP 1701 COMMERCE STREET, TACOMA, WA 98402 | VICE PRESIDENT | 20 | $123,231 | $32,064 |
| CHRISTINE ZEMANEK 1701 COMMERCE STREET, TACOMA, WA 98402 | SECRETARY | 20 | $41,640 | $0 |
| SCOTT EHLERS 1701 COMMERCE STREET, TACOMA, WA 98402 | TREASURER | 5 | $25,673 | $8,451 |
| LORI MILGARD 1701 COMMERCE STREET, TACOMA, WA 98402 | PRESIDENT | 10 | $600 | $18,656 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDSAY TRAPP 1701 COMMERCE STREET, TACOMA, WA 98402 | VICE PRESIDENT | 40 | $125,000 | $26,935 |
| CHRISTINE ZEMANEK 1701 COMMERCE STREET, TACOMA, WA 98402 | SECRETARY | 10 | $30,000 | $0 |
| SCOTT EHLERS 1701 COMMERCE STREET, TACOMA, WA 98402 | TREASURER | 20 | $25,000 | $8,040 |
| LORI MILGARD 1701 COMMERCE STREET, TACOMA, WA 98402 | PRESIDENT | 20 | $600 | $17,475 |
Address and contacts
- Address (IRS master file)
- 1701 COMMERCE ST, TACOMA, WA 98402-3207
- Signed the 990-PF
- LORI MILGARD, PRESIDENT
- Phone
- (253) 274-0121
- Return prepared by
- CLARK NUBER PS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-1344384
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $67,211,547
- Income (IRS master file)
- $61,018,754
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,174,502 | $3,118,674 | $67,211,547 | XML |
| 990-PF | December 2024 | $5,670,556 | $2,911,072 | $60,238,286 | XML |
| 990-PF | December 2023 | $1,903,311 | $2,845,291 | $56,338,219 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-1344384).
Questions about GARY E MILGARD FAMILY FOUNDATION-LORI
- What is the EIN of GARY E MILGARD FAMILY FOUNDATION-LORI?
- The employer identification number (EIN) of GARY E MILGARD FAMILY FOUNDATION-LORI is 81-1344384.
- Is GARY E MILGARD FAMILY FOUNDATION-LORI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to GARY E MILGARD FAMILY FOUNDATION-LORI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GARY E MILGARD FAMILY FOUNDATION-LORI file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GARY E MILGARD FAMILY FOUNDATION-LORI due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GARY E MILGARD FAMILY FOUNDATION-LORI last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GARY E MILGARD FAMILY FOUNDATION-LORI?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $112,500 (LINDSAY TRAPP, VICE PRESIDENT).
- How much revenue does GARY E MILGARD FAMILY FOUNDATION-LORI have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,174,502, expenses of $3,118,674 and total assets of $67,211,547 at year end.
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All nonprofits in TACOMA · Washington · Philanthropy, voluntarism and grantmaking foundations