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 811292744 GARY E MILGARD FAMILY FOUNDATION-CARI GARY 2532740121 1701 COMMERCE STREET TACOMA WA 98402 CARI MILGARD PRESIDENT 2532740121 2025-10-21 1 0 SARAH B HUANG P00745974 4254544919 2025-10-08 2024 2025-03-06 01:10:19Z X 115342235 X 0 X 3202830 2950810 5977771 24833468 7696406 0 3773 9180601 10650989 308077 0 308077 204950 0 204950 151486 0 140651 751 0 751 16169 0 16169 273131 264308 8823 148180 45503 1190 2432 0 2432 2392 0 2392 150 0 150 20793 132183 20793 1128511 441994 706378 4588000 4588000 5716511 441994 5294378 3464090 10208995 87820 138442 138442 675578 661851 661852 9421510 9421510 9421510 93902890 105120431 105120431 12357876 0 0 107024164 115342234 115342235 93 10928 93 10928 X 107024071 115331306 107024071 115331306 107024164 115342234 107024071 3464090 4843145 115331306 0 115331306 PUBLICLY TRADED SECURITIES 2023-01-01 2024-12-31 24833468 19046702 5786766 5786766 HEDGEPREMIER/RIDA FUND LP 2023-01-01 2024-12-31 1036592 1036592 1036592 LIQUIDATION OF HEDGEPREMIER/RIDA FUND LP 2023-01-01 2024-12-31 4916472 4442151 474321 474321 CAPITAL GAINS DIVIDENDS P 398727 398727 398727 7696406 141905 0 141905 0 141905 202140 0 35000 0 237140 X 0 95235 95235 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 CARI MILGARD 1701 COMMERCE STREET TACOMA WA 98402 PRESIDENT 20.00 154038 37769 0 KASEY MILGARD 1701 COMMERCE STREET TACOMA WA 98402 VP & SECRETARY 20.00 77019 8402 0 KIRBY MILGARD 1701 COMMERCE STREET TACOMA WA 98402 VP & TREASURER 20.00 77019 16186 0 PAUL DEGOEDE 1701 COMMERCE STREET TACOMA WA 98402 DIRECTOR 20.00 0 0 0 CHRISTINE ZEMANEK 1701 COMMERCE STREET TACOMA WA 98402 PHILANTHROPIC ADVISO 20.00 135412 10833 0 0 MORGAN STANLEY SMITH BARNEY HOLDINGS LLC 1 NEW YORK PLAZA 12TH FL NEW YORK NY 10004 INVESTMENT MGMT 264308 0 0 99839574 557480 12117111 112514165 0 0 112514165 1687712 110826453 5541323 5541323 141905 141905 5399418 0 5399418 0 5399418 5294378 0 5294378 5399418 4489084 0 0 5294378 4489084 0 0 805294 0 0 0 0 0 0 0 0 4594124 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. AMARA 5907 MARTIN LUTHER KING JR WAY SOUTH SEATTLE WA 98118 PC: 509(A)(1) OR (A) PIERCE COUNTY RESOURCE/SUPPORT 50000 ASIA PACIFIC CULTURAL CENTER 4851 SOUTH TACOMA WAY TACOMA WA 98409 PC: 509(A)(1) OR (A) ONE HEART ONE HOME NEW BLDG 750000 ASSOCIATED MINISTRIES OF TACOMA-PIERCE CO 901 SOUTH 13TH STREET TACOMA WA 98405 PC: 509(A)(1) OR (A) PROJECT HOMELESS CONNECT 40000 BOYS & GIRLS CLUB OF SOUTH PUGET SOUND 3875 S 66TH STREET SUITE 101 TACOMA WA 98409 PC: 509(A)(1) OR (A) OPERATIONS/TEEN MENTAL HEALTH 400000 CJK COMMUNITY HOMES 2367 TACOMA AVE S SUITE 215 TACOMA WA 98402 PC: 509(A)(1) OR (A) MENTAL HEALTH, PEER SUPPORTS 30000 CLARK ASSISTANCE FUND 3281 ROBERTSON RD BELLINGHAM WA 98226 PC: 509(A)(1) OR (A) SPAY NEUTER PIERCE COUNTY 300000 FOOD BACKPACKS 4 KIDS PO BOX 173 GIG HARBOR WA 98335 PC: 509(A)(1) OR (A) SUBARU KIDS CLASSIC GOLF FUNDRAISER 10000 GOODROOTS PO BOX 7521 BONNEY LAKE WA 98391 PC: 509(A)(1) OR (A) LOCKER NETWORK PROGRAM 443000 GREENTRIKE 1501 PACIFIC AVE SUITE 202 TACOMA WA 98402 PC: 509(A)(1) OR (A) JBLM CHILDREN'S MUSEUM 300000 LUTHERAN COMMUNITY SERVICES NW 223 NORTH YAKIMA AVE TACOMA WA 98403 PC: 509(A)(1) OR (A) SENIOR SERVICES/DEMENTIA 250000 MAKING A DIFFERENCE FOUNDATION 4218 S STEELE ST 215 TACOMA WA 98409 PC: 509(A)(1) OR (A) ELOISE'S COOKING POT FOOD BANK 100000 MEDICAL TEAMS INTERNATIONAL PO BOX 4288 PORTLAND OR 97208 PC: 509(A)(1) OR (A) CARE & CONNECT PIERCE COUNTY 100000 NOURISH PIERCE COUNTY 1702 SOUTH 72ND STREET SUITE E TACOMA WA 98408 PC: 509(A)(1) OR (A) GENERAL OPERATING 165000 OLIVE CREST 2500 116TH AVE NE SUITE 1 BELLEVUE WA 98004 PC: 509(A)(1) OR (A) PIERCE COUNTY MENTAL HEALTH CARE 50000 PACK-PEOPLE FOR ANIMAL CARE AND KINDNESS PO BOX 1190 TACOMA WA 98406 PC: 509(A)(1) OR (A) PARTY WITH A PURPOSE MATCH 200000 PARTNERS FOR PARKS 1401 MARVIN RD NE STE 307 504 LACEY WA 98516 PC: 509(A)(1) OR (A) H-BARN PROJECT 200000 SOUTH SOUND CARE FOUNDATION PO BOX 1314 TACOMA WA 98401 PC: 509(A)(1) OR (A) BEER & BITES 2024 50000 STEP BY STEP PO BOX 488 MILTON WA 98354 PC: 509(A)(1) OR (A) DREAMS WORK/EARLY LEARNING CTR 250000 TACOMAPIERCE COUNTY HABITAT FOR HUMANITY 4824 SOUTH TACOMA WAY TACOMA WA 98409 PC: 509(A)(1) OR (A) BUILDING HOPE CAMPAIGN 500000 YMCA OF PIERCE AND KITSAP COUNTIES 4717 S 19TH ST STE 201 TACOMA WA 98405 PC: 509(A)(1) OR (A) TACOMA COMMUNITY LEARNING CTRS 250000 YWCA PIERCE COUNTY 405 BROADWAY TACOMA WA 98402 PC: 509(A)(1) OR (A) LEGAL & CHILDREN'S PROGRAMS 150000 4588000 0 14 3202830 14 5977771 0 9180601 0 9180601 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16169 0 16169 MORGAN STANLEY - CORPORATE STOCK 105120431 105120431 LEGAL FEES 751 0 751 DUES & MEMBERSHIPS 41 0 41 INSURANCE 500 0 500 TELEPHONE AND INTERNET 2829 0 2829 OFFICE EXPENSE 2129 0 2129 COMPUTER EXPENSE 6795 0 6795 REPAIR AND MAINTENANCE 7534 0 7534 EQUIPMENT RENTAL 965 0 965 DEDUCTIONS FROM PARTNERSHIP INVESTMENTS 0 132183 0 INCOME FROM PARTNERSHIP INVESTMENTS 3773 UNREALIZED GAIN 4843145 INVESTMENT MANAGEMENT FEES 264308 264308 0 OTHER CONSULTANTS 8823 0 8823 EXCISE TAXES 105000 0 0 FOREIGN TAXES 41990 45503 0 STATE TAXES 1190 0 1190