2024-08-12T10:23:23-05:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2023-01-01 811315385 GARY E MILGARD FAMILY FOUNDATION- SUNSHINE GARY 2532740121 1701 COMMERCE STREET TACOMA WA 98402 CHRISTINE ZEMANEK PRESIDENT & TREASURER 2532740121 2024-08-01 1 0 SARAH B HUANG P00745974 4254544919 2024-08-01 2023 2024-08-08 14:25:15Z X 34587149 X 0 X 902689 928013 247205 7771676 212314 0 -26973 1149894 1113354 170901 0 170901 6309 0 6309 107505 0 107382 1695 0 1695 15168 0 15168 82065 77422 4643 33371 15563 412 5188 0 5188 4902 0 4902 51 0 51 9062 22682 9062 436217 115667 325713 1351800 1351800 1788017 115667 1677513 -638123 997687 43176 36662 36662 315405 197685 197685 27748594 30339521 30339521 3775351 4013281 4013281 31882526 34587149 34587149 11383 11506 11383 11506 X 31871143 34575643 31871143 34575643 31882526 34587149 31871143 -638123 3342623 34575643 0 34575643 PUBLICLY TRADED SECURITIES 2022-01-01 2023-12-31 7737664 7489922 247742 247742 HEDGEPREMIER/RIDA FUND LP P 2022-01-01 2023-12-31 69440 -69440 -69440 CAPITAL GAINS DIVIDENDS P 34012 34012 34012 212314 13868 0 13868 0 13868 14710 0 10000 0 24710 X 0 10842 10842 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 10.00 21672 38502 0 TYLER ZEMANEK 1701 COMMERCE STREET TACOMA WA 98402 VP 40.00 138597 38052 0 DANA HOWERTON 1701 COMMERCE STREET TACOMA WA 98402 SECRETARY 4.50 10632 5270 0 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 77422 0 0 29125400 190086 3775351 33090837 0 0 33090837 496363 32594474 1629724 1629724 13868 13868 1615856 0 1615856 0 1615856 1677513 0 1677513 1615856 1527251 0 0 1677513 1527251 0 0 150262 0 0 0 0 0 0 0 0 1465594 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. AAUW-WA SPECIAL PROJECTS FUND PO BOX 2705 GIG HARBOR WA 98335 PC: 509(A)(1) OR (A) TECH TREK 2023 2800 ALL SAINTS CATHOLIC CHURCH 204 6TH AVE SW PUYALLUP WA 98371 PC: 509(A)(1) OR (A) COMMUNITY SERVICES/HOMELESSNESS 7500 AMERICAN RED CROSS 1900 25TH AVE SO SEATTLE WA 98144 PC: 509(A)(1) OR (A) PIERCE COUNTY- HOME FIRE CAMPAIGN 20000 ASIA PACIFIC CULTURAL CENTER 3513 PORTLAND AVENUE E TACOMA WA 98404 PC: 509(A)(1) OR (A) SENIOR SERVICES PROGRAMMING 35000 ASSOCIATED MINISTRIES OF TACOMA-PIERCE CO 901 S 13TH ST TACOMA WA 98405 PC: 509(A)(1) OR (A) GENERAL OPERATING 35000 BIRTHDAY DREAMS PO BOX 2722 RENTON WA 98056 PC: 509(A)(1) OR (A) BIRTHDAY SMILES PROGRAM 12000 BOYS & GIRLS CLUBS OF S PUGET SOUND 3875 S 66TH STREET SUITE 101 TACOMA WA 98409 PC: 509(A)(1) OR (A) 2023 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/PROGRAMS 10000 CAMP KOREY 24880 BROTHERHOOD RD MOUNT VERNON WA 98274 PC: 509(A)(1) OR (A) CAMP PROGRAMS 25000 CATHERINE PLACE 923 S 8TH ST TACOMA WA 98405 PC: 509(A)(1) OR (A) WOMEN CENTERED SUPPORT 10000 CJK COMMUNITY HOMES 2367 TACOMA AVE S SUITE 215 TACOMA WA 98402 PC: 509(A)(1) OR (A) OMHC PROGRAM 20000 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 25000 COMMUNITIES IN SCHOOLS OF TACOMA PO BOX 111646 TACOMA WA 98411 PC: 509(A)(1) OR (A) SITE COORD/ALL-STAR READERS 35000 DADS 411 12TH AVE SUITE 300 SEATTLE WA 98122 PC: 509(A)(1) OR (A) DADS FATHERHOOD PROGRAM IN PIERCE COUNTY 10000 DEGREES OF CHANGE PO BOX 1573 TACOMA WA 98401 PC: 509(A)(1) OR (A) GENERAL OPERATING 15000 DIABETES ASSOCIATION OF PIERCE COUNTY PO BOX 110427 TACOMA WA 984110427 PC: 509(A)(1) OR (A) 2023 PANTHER DAY CAMP 25000 DONORSCHOOSEORG MAIL CODE 6656 PO BOX 7247 PHILADELPHIA PA 191706656 PC: 509(A)(1) OR (A) FLASH FUNDING 2023 120000 DOUGLAS TROJAN BOOSTER CLUB 167 STOOKEY LANE TENMILE OR 97481 PC: 509(A)(1) OR (A) ATHLETIC DEPARTMENT 10000 EATONVILLE FAMILY AGENCY PO BOX 1764 EATONVILLE WA 98328 PC: 509(A)(1) OR (A) PROGRAM SUSTAINABILITY 15000 E-LIB4ALL 13015 109TH STREET CT E PUYALLUP WA 98374 PC: 509(A)(1) OR (A) IMMIGRANT SUPPORT SERVICES 17000 EXODUS HOUSING 301 2ND AVE NE SUITE 200 PUYALLUP WA 98372 PC: 509(A)(1) OR (A) RAPID REHOUSING PROGRAMS 10000 FOSS WATERWAY SEAPORT 705 DOCK STREET TACOMA WA 98402 PC: 509(A)(1) OR (A) SCIENCE ON THE SEA 15000 GIRL SCOUTS OF WESTERN WASHINGTON 5601 6TH AVE SOUTH SUITE 150 SEATTLE WA 98108 PC: 509(A)(1) OR (A) PIERCE COUNTY INITIATIVES 25000 GIRLS HEARTS ON FIRE 1102 A ST SUITE 428 TACOMA WA 98402 PC: 509(A)(1) OR (A) T.R.U.E. ESSENCE 7500 GREENTRIKECHILDREN'S MUSEUM OF TACOMA 1501 PACIFIC AVE SUITE 202 TACOMA WA 98402 PC: 509(A)(1) OR (A) GENERAL OPERATING EXPENSES 30000 KOREAN WOMEN'S ASSOCIATION 123 E 96TH ST TACOMA WA 98445 PC: 509(A)(1) OR (A) SENIOR WELLNESS PROGRAM 30000 MEDICAL TEAMS INTERNATIONAL 14150 SW MILTON COURT TIGARD OR 97224 PC: 509(A)(1) OR (A) MOBILE CLINICS PIERCE COUNTY 20000 MOUNTAIN VIEW COMMUNITY CENTER 3607 122 AVENUE EAST SUITE A EDGEWOOD WA 98372 PC: 509(A)(1) OR (A) KIDS, FAMILIES, SENIOR PROGRAMS 25000 MULTICULTURAL CHILD & FAMILY HOPE CENTER 2021 SOUTH 19TH ST TACOMA WA 98405 PC: 509(A)(1) OR (A) CORA WHITLEY FAMILY CENTER 33000 NATIONAL FOOTBALL FOUNDATION 8912 64TH STREET CT W UNIVERSITY PLACE WA 98467 PC: 509(A)(1) OR (A) PAUL WALLROF SCHOLARSHIP AWARDS 20000 NEIGHBORHOOD CLINIC 1323 SOUTH YAKIMA AVE TACOMA WA 98405 PC: 509(A)(1) OR (A) HEALTHCARE SERVICES 12000 NEXT CHAPTER 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 PROGRAM 10000 NORTHWEST FAMILY LIFE 12360 LAKE CITY WAY NE SUITE 420 SEATTLE WA 98125 PC: 509(A)(1) OR (A) BREAKING GENERATIONAL CYCLES 15000 OPERATION HOMEFRONT 748 MARKET STREET SUITE 307 TACOMA WA 98402 PC: 509(A)(1) OR (A) PIERCE COUNTY SUPPORT 10000 OUR LADY QUEEN OF HEAVEN CHURCH 14601 A STREET SOUTH TACOMA WA 98444 PC: 509(A)(1) OR (A) HOLIDAY GIVING/FUNERAL MINISTRY 20000 PARKWAY COMMUNITY SERVICES 7808 207TH STREET COURT EAST SPANAWAY WA 98387 PC: 509(A)(1) OR (A) FOOD BANK 20000 PRESBYTERIAN CHURCH USA 1615 6TH AVENUE TACOMA WA 98405 PC: 509(A)(1) OR (A) BNC-COMMUNITY PARTNERS 15000 PUGET SOUND FOURSQUARE 4020 SOUTH 56TH STREET SUITE 210 TACOMA WA 98409 PC: 509(A)(1) OR (A) BACK TO SCHOOL JAM 12500 PUSH FOR DREAMS PO BOX 1663 TACOMA WA 98401 PC: 509(A)(1) OR (A) MENTORING/CURRICULUM 25000 RAINBOW CENTER 2215 PACIFIC AVENUE TACOMA WA 98402 PC: 509(A)(1) OR (A) TACOMA PRIDE FESTIVAL 15000 REACH OUT AND READ 89 SOUTH STREET SUITE 201 BOSTON MA 02111 PC: 509(A)(1) OR (A) PIERCE COUNTY, WASHINGTON 10000 SOUND OUTREACH 1106 MARTIN LUTHER KING JR WAY TACOMA WA 98405 PC: 509(A)(1) OR (A) CENTER FOR STRONG FAMILIES 30000 ST FRANCIS HOUSE 322 7TH STREET SE PUYALLUP WA 98372 PC: 509(A)(1) OR (A) PROGRAM NEEDS 2023-2024 30000 ST LEO PARISHFOOD CONNECTION 710 S 13TH STREET TACOMA WA 98405 PC: 509(A)(1) OR (A) CHILDREN'S FEEDING PROGRAM 15000 ST VINCENT DE PAUL OF TACOMA PIERCE COUNTY 4009 SOUTH 56TH STREET TACOMA WA 98409 PC: 509(A)(1) OR (A) MISSION OUTREACH 25000 TACID 6315 SOUTH 19TH STREET TACOMA WA 98466 PC: 509(A)(1) OR (A) WELLNESS & RECOVERY PROGRAM 30000 TACOMA COMMUNITY HOUSE 1314 SOUTH L STREET TACOMA WA 98405 PC: 509(A)(1) OR (A) GENERAL OPERATING 25000 TACOMA PARKS FOUNDATION 4702 SOUTH 19TH STREET TACOMA WA 98405 PC: 509(A)(1) OR (A) WHOLE CHILD SAFE ZONES 40000 TACOMA YOUTH FOR CHRIST PO BOX 834 TACOMA WA 98401 PC: 509(A)(1) OR (A) PROGRAM SITE EXPENSES 40000 TACOMA-PIERCE COUNTY CHAPLAINCY PO BOX 731055 PUYALLUP WA 98373 PC: 509(A)(1) OR (A) GENERAL OPERATIONS 25000 TEAM GLEASON FOUNDATION PO BOX 24493 NEW ORLEANS LA 70184 PC: 509(A)(1) OR (A) ALS PATIENTS WA STATE 25000 TEAM WRK PO BOX 66023 TACOMA WA 98464 PC: 509(A)(1) OR (A) WRK ZONE GAMING CLUBS 15000 TEAMCHILD 1225 SOUTH WELLER ST SUITE 420 SEATTLE WA 98144 PC: 509(A)(1) OR (A) LEGAL SERVICES PIERCE COUNTY 15000 THE BROTHERHOOD RISE CENTER 2136 MARTIN LUTHER KING JR WAY TACOMA WA 98405 PC: 509(A)(1) OR (A) KITCHEN AND OUTREACH SERVICES 30000 THE HOMESTEAD COMMUNITY 8802 RANDALL DR NW GIG HARBOR WA 983322108 PC: 509(A)(1) OR (A) SPARGO HOUSE 20000 THE MOUNTAINEERS 7700 SAND POINT WAY NE SEATTLE WA 98115 PC: 509(A)(1) OR (A) PIERCE COUNTY MOUNTAIN WORKSHOPS 17500 THE TEARS FOUNDATION 11102 SUNRISE BLVD E SUITE 112 PUYALLUP WA 98374 PC: 509(A)(1) OR (A) CALI'S GIFT- WA STATE 25000 UNIVERSITY OF PUGET SOUND 1500 N WARNER 1080 TACOMA WA 98416 PC: 509(A)(1) OR (A) SUMMER ACADEMIC CHALLENGE 2023 25000 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE SUITE 300 SEATTLE WA 98104 PC: 509(A)(1) OR (A) PIERCE COUNTY LEADERSHIP TRAINING 15000 WHITE RIVER SENIOR HOUSING PO BOX 147 BUCKLEY WA 98321 PC: 509(A)(1) OR (A) WHITE RIVER SENIOR SERVICES 30000 YMCA OF GREATER SEATTLE 909 FOURTH AVE SEATTLE WA 98104 PC: 509(A)(1) OR (A) ARLINGTON DRIVE SUPPORT 20000 1351800 0 14 902689 18 247205 0 1149894 0 1149894 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15168 0 15168 MORGAN STANLEY - CORPORATE STOCK 30339521 30339521 HEDGEPREMIER/RIDA LP FMV 1354083 1354083 PINEHURST INSTIT LTD CL I FMV 2659198 2659198 LEGAL FEES 1695 0 1695 INSURANCE 624 0 624 COMPUTER EXPENSE 5360 0 5360 OFFICE EXPENSE 1011 0 1011 REPAIRS & MAINTENANCE 1469 0 1469 EQUIPMENT RENTAL 332 0 332 DUES & SUBSCRIPTIONS 266 0 266 DEDUCTIONS FROM PARTNERSHIP INVESTMENTS 0 22682 0 OTHER INCOME FROM PARTNERSHIP INVESTMENTS -26973 UNREALIZED GAIN 3342623 INVESTMENT MANAGEMENT FEES 77422 77422 0 OTHER CONSULTANTS 4643 0 4643 EXCISE TAX 19000 0 0 FOREIGN TAXES 13959 15563 0 STATE TAXES 412 0 412