Nonprofit · EIN 81-1386818
GARY E MILGARD FAMILY FOUNDATION - MARK
Tax-exempt · TACOMA, WA 98402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,534,200 | $5,957,266 | $2,576,934 | $120,490,026 | $18,639 | $120,471,387 |
| December 31, 2023 | 990-PF | $4,556,843 | $5,904,403 | -$1,347,560 | $112,655,074 | $14,873 | $112,640,201 |
| December 31, 2021 | 990-PF | $6,067,760 | $6,013,537 | $54,223 | $128,055,702 | $38,128 | $128,017,574 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $3,304,506
- Net gain from sales of assets
- $5,779,672
- Other income
- -$549,978
Expenses
- Grants and similar amounts paid
- $4,900,000
- Compensation of officers, directors and key employees
- $103,292
- Salaries, compensation and benefits (total)
- $247,537
- Disbursements for charitable purposes
- $5,258,340
- Excise tax on investment income
- $150,085
Balance sheet and other
- Total assets, start of year
- $112,655,074
- Total assets, end of year
- $120,490,026
- Total liabilities, end of year
- $18,639
- Net assets, end of year
- $120,471,387
- Fair market value of assets
- $120,490,292
- Qualifying distributions
- $5,258,340
- Net investment income
- $11,301,265
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HAROLD BERRY 1701 COMMERCE STREET, TACOMA, WA 98402 | EXECUTIVE DIRECTOR | 20 | $102,692 | $19,725 |
| MARK MILGARD 1701 COMMERCE STREET, TACOMA, WA 98402 | PRESIDENT & TREASURER | 20 | $600 | $16,990 |
| ASHLEY ROBERTS 1701 COMMERCE STREET, TACOMA, WA 98402 | SECRETARY | 5 | $0 | $0 |
| JILL BERRY 1701 COMMERCE STREET, TACOMA, WA 98402 | SECRETARY | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HAROLD BERRY 1701 COMMERCE STREET, TACOMA, WA 98402 | DIRECTOR | 40 | $100,000 | $20,168 |
| MARK MILGARD 1701 COMMERCE STREET, TACOMA, WA 98402 | PRESIDENT & TREASURER | 20 | $600 | $15,929 |
| JILL BERRY 1701 COMMERCE STREET, TACOMA, WA 98402 | SECRETARY | 1 | $0 | $0 |
990-PF for the year ended December 31, 2021: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINE ZEMANEK 1701 COMMERCE STREET, TACOMA, WA 98402 | PRESIDENT & TREASURER (THRU 4/2021) | 14.4 | $136,844 | $21,939 |
| JILL BERRY 1701 COMMERCE STREET, TACOMA, WA 98402 | SECRETARY (FROM 5/2021) | 40 | $65,385 | $12,235 |
| MARK MILGARD 1701 COMMERCE STREET, TACOMA, WA 98402 | SEC. (TIL 4/21) PRES/TREAS (FROM 5/21) | 40 | $0 | $14,409 |
| HAROLD BERRY 1701 COMMERCE STREET, TACOMA, WA 98402 | DIRECTOR (FROM 5/2021) | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1701 COMMERCE ST, TACOMA, WA 98402-3207
- Signed the 990-PF
- MARK 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 | Not 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
- 81-1386818
- 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 (T22)
- Assets (IRS master file)
- $120,490,026
- Income (IRS master file)
- $26,929,689
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,534,200 | $5,957,266 | $120,490,026 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,556,843 | $5,904,403 | $112,655,074 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $6,067,760 | $6,013,537 | $128,055,702 | XML |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 81-1386818).
Questions about GARY E MILGARD FAMILY FOUNDATION - MARK
- What is the EIN of GARY E MILGARD FAMILY FOUNDATION - MARK?
- The employer identification number (EIN) of GARY E MILGARD FAMILY FOUNDATION - MARK is 81-1386818.
- Is GARY E MILGARD FAMILY FOUNDATION - MARK 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 - MARK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GARY E MILGARD FAMILY FOUNDATION - MARK file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GARY E MILGARD FAMILY FOUNDATION - MARK due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GARY E MILGARD FAMILY FOUNDATION - MARK last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of GARY E MILGARD FAMILY FOUNDATION - MARK?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $102,692 (HAROLD BERRY, EXECUTIVE DIRECTOR).
- How much revenue does GARY E MILGARD FAMILY FOUNDATION - MARK have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,534,200, expenses of $5,957,266 and total assets of $120,490,026 at year end.
Other nonprofits in TACOMA
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- CLEMENTINE FUND EIN 91-1950165 · last filed 990-PF for 2024
- GARY E MILGARD FAMILY FOUNDATION-CARI EIN 81-1292744 · last filed 990-PF for 2025
- HONZEL FAMILY FOUNDATION EIN 93-1223928 · last filed 990-PF for 2024
- PROVISION EIN 91-2090715 · last filed 990-PF for 2024
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All nonprofits in TACOMA · Washington · Philanthropy, voluntarism and grantmaking foundations