2024-10-03T19:59:35-05:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2023-01-01 811386818 GARY E MILGARD FAMILY FOUNDATION - MARK GARY 2532740121 1701 COMMERCE STREET TACOMA WA 98402 MARK MILGARD PRESIDENT 2532740121 2024-10-01 1 0 SARAH B HUANG P00745974 4254544919 2024-10-01 2023 2024-10-15 13:58:12Z X 112655074 X 0 X 2880482 2983927 908079 24172247 1492182 768282 -85776 4556843 4390333 100600 0 100600 221786 0 109166 159234 0 91137 16194 0 13731 250112 244441 2099 129534 49451 1342 13867 0 5133 7968 0 2949 155 0 155 52885 98385 20528 952335 392277 346840 4952068 4952068 5904403 392277 5298908 -1347560 3998056 361857 364833 364833 1242409 734597 734597 87333952 96047768 96047768 15223618 15507876 15507876 104161836 112655074 112655074 14624 14873 14624 14873 X 104147212 112640201 104147212 112640201 104161836 112655074 104147212 -1347560 9840549 112640201 0 112640201 PUBLICLY TRADED SECURITIES P 2022-01-01 2023-12-31 24172247 23261893 910354 910354 CAPITAL GAIN DISTRIBUTIONS P 2022-01-01 2023-12-31 109503 109503 109503 HEDGEPREMIER/RIDA FUND LP P 2022-01-01 2023-12-31 218322 -218322 -218322 EMERALD HILLS CAPITAL PARTNERS HOLDINGS P 2022-01-01 2023-12-31 211385 211385 211385 EMERALD HILLS CAPITAL PARTNERS P 2022-01-01 2023-12-31 479262 479262 479262 1492182 55573 0 55573 0 55573 46691 0 40000 0 86691 X 0 31118 31118 0 0 0 0 0 0 0 0 0 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 MARK MILGARD 1701 COMMERCE STREET TACOMA WA 98402 PRESIDENT & TREASURER 20.00 600 15929 0 JILL BERRY 1701 COMMERCE STREET TACOMA WA 98402 SECRETARY 1.00 0 0 0 HAROLD BERRY 1701 COMMERCE STREET TACOMA WA 98402 DIRECTOR 40.00 100000 20168 0 NONE 0 MORGAN STANLEY SMITH BARNEY HOLDINGS LLC 1 NEW YORK PLAZA 12TH FL NEW YORK NY 10004 INVESTMENT MANAGEMENT 244441 0 0 92750437 814583 15223618 108788638 0 0 108788638 1631830 107156808 5357840 5357840 55573 22788 78361 5279479 0 5279479 0 5279479 5298908 0 5298908 5279479 4826195 0 0 5298908 4826195 0 0 472713 0 0 0 0 0 0 0 0 4806766 0 0 0 EXCLUSIVELY ACCEPTED ONLINE VIA WWW 1701 COMMERCE STREET TACOMA WA 98042 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. AUBURN VALLEY HUMANE SOCIETY 4910 A STREET SE AUBURN WA 98092 PC: 509(A)(1) OR (A) NWSNC/WELLNESS 100000 BOYS & GIRLS CLUB OF SOUTH PUGET SOUND 3875 S 66TH STREET SUITE 101 TACOMA WA 98409 PC: 509(A)(1) OR (A) GENERAL OPERATING 500000 BOYS & GIRLS CLUB OF SOUTH PUGET SOUND 3875 S 66TH STREET SUITE 101 TACOMA WA 98409 PC: 509(A)(1) OR (A) HOLIDAY GIVING 2023 50000 CENTER FOR WHALE RESEARCH PO BOX 1577 FRIDAY HARBOR WA 98250 PC: 509(A)(1) OR (A) ORCA SURVEY/OUTREACH 100000 CONCERN FOR ANIMALS 1414 STATE AVE NE OLYMPIA WA 98506 PC: 509(A)(1) OR (A) SENIOR OWNER PROGRAM 25000 DFMWR-JOINT BASE LEWIS-MCCHORD PO BOX 33066 JOINT BASE LEWISMCCHO WA 98433 GOV HOLIDAY TURKEYS AND HAMS 100000 DOG IS MY COPILOT PO BOX 3399 JACKSON WY 83001 PC: 509(A)(1) OR (A) OPERATIONAL EXPENSES 200000 EARTHCORPS 6310 NE 74TH STREET SEATTLE WA 98115 PC: 509(A)(1) OR (A) COMMENCEMENT BAY 30000 FORGOTTEN DOGS RESCUE PO BOX 80054 SEATTLE WA 98108 PC: 509(A)(1) OR (A) MEDICAL CARE & TRAINING 2023 200000 GINGER'S PET RESCUE 29012 7TH PL S FEDERAL WAY WA 98003 PC: 509(A)(1) OR (A) 2023 VET AND OPERATING EXPENSES 200000 HEARTWOOD HAVEN 202 N LYLE ST 993 ROY WA 98580 PC: 509(A)(1) OR (A) CRITICAL EXPENSES 100000 HELLO PITTY RESCUE PO BOX 5312 TACOMA WA 98415 PC: 509(A)(1) OR (A) RESPONSI-BULL PROGRAM 40500 JUSTCARE ANIMAL RESCUE 39 GUNSMOKE LANE OAKVILLE WA 98568 PC: 509(A)(1) OR (A) PROJECTS/SPAYNEUTER/VET 50000 KILLER WHALE TALES 5623 46TH AVE SW SEATTLE WA 98136 PC: 509(A)(1) OR (A) PIERCE COUNTY PROGRAM 10000 KINDRED SOULS FOUNDATION PO BOX 88627 STEILACOOM WA 98388 PC: 509(A)(1) OR (A) PARTNERED INTAKE DIVERSION 100000 KITSAP HUMANE SOCIETY 9167 DICKEY ROAD NW SILVERDALE WA 98383 PC: 509(A)(1) OR (A) BEHAVIOR & TRAINING DEPT 50000 ORCA NETWORK 485 LABELLA VISTA WAY FREELAND WA 98249 PC: 509(A)(1) OR (A) WHALE SIGHTING,LANGLEY,PROGRAMS 100000 PACIFIC MAMMAL RESEARCH 1513 A AVENUE ANACORTES WA 98221 PC: 509(A)(1) OR (A) MONITORING SALISH SEA PREDATORS 40000 PALS4PAWS 4909 CROATIAN WAY ANACORTES WA 98221 PC: 509(A)(1) OR (A) VET CARE/BASIC NEEDS 90000 PASADO'S SAFE HAVEN PO BOX 171 SULTAN WA 98294 PC: 509(A)(1) OR (A) PIERCE COUNTY SPAY&NEUTER 380000 PAWS PO BOX 1037 LYNNWOOD WA 98046 PC: 509(A)(1) OR (A) WILDLIFE CENTER 150000 PROJECT FREEDOM RIDE 309 GARDENIA DRIVE EVANS GA 30809 PC: 509(A)(1) OR (A) OPERATIONS- PFR RIDES ON 80000 PUGET SOUND WILDCARE 28727 216TH AVE SE KENT WA 98042 PC: 509(A)(1) OR (A) SAVE FERAL KITTENS&WILDLIFE 55000 RAINFALL RANCH RESCUE 4715 167TH AVE NW LAKEBAY WA 98349 PC: 509(A)(1) OR (A) RESCUE BARN BUILD 50000 RAINIER FOOTHILLS WELLNESS FOUNDATION 1675 COLE STREET PO BOX 905 ENUMCLAW WA 98022 PC: 509(A)(1) OR (A) COMMUNITY PROGRAMS - EMPLOYEE ALLOCATION 15000 RE SOURCES 2309 MERIDIAN STREET BELLINGHAM WA 98225 PC: 509(A)(1) OR (A) PROJECTS- ORCAS AND SALMON 20000 SARVEY WILDLIFE CARE CENTER PO BOX 3590 ARLINGTON WA 98223 PC: 509(A)(1) OR (A) HOSPITAL OPERATIONS 75000 SAVE A FORGOTTEN EQUINE PO BOX 2769 REDMOND WA 98073 PC: 509(A)(1) OR (A) EQUINE REHAB/COMMUNITY OUTREACH 45000 SAVING GREAT ANIMALS 16620 SE 24TH STREET BELLEVUE WA 98008 PC: 509(A)(1) OR (A) PIERCE COUNTY EXPANSION 20000 SR3-SEALIFE RESPONSEREHAB & RESEARCH 2255 HARBOR AVE SW 101 SEATTLE WA 98126 PC: 509(A)(1) OR (A) MARINE ANIMAL RESCUE 200000 TACOMA RESCUE MISSION P O BOX 1912 TACOMA WA 98401 PC: 509(A)(1) OR (A) BREAKFAST MEALS PROGRAM 310000 THE GENTLE BARN 15825 SIERRA HIGHWAY SANTA CLARITA CA 91390 PC: 509(A)(1) OR (A) URGENT ANIMAL CARE 50000 THE HUMANE SOCIETY - TACOMA & PIERCE CO TACOMA AND PIERCE COUNTY 2608 CENTER STREET TACOMA WA 98409 PC: 509(A)(1) OR (A) 2023-2024 PROGRAMS/INITIATIVES 1200000 THE NOAH CENTER 31300 BRANDSTROM ROAD STANWOOD WA 98292 PC: 509(A)(1) OR (A) OPERATIONS/SPAY&NEUTER 150000 THE PLACE OF HORSES 4764 SW OLD FOREST WAY PORT ORCHARD WA 98367 PC: 509(A)(1) OR (A) GRAIN FUND 11568 VETERINARY CARE FOUNDATION 16550 NW 46TH MORRISON FL 32668 PC: 509(A)(1) OR (A) TACOMA ANIMAL HOSPITAL-UNDERDOG FUND 20000 WE HEART SEATTLE 2324 1ST AVE APT 503 SEATTLE WA 98121 PC: 509(A)(1) OR (A) DEBRIS REMOVAL/HOUSING PATHWAY 35000 4952068 0 SHARED SERVICES AGREEMENT 233698 14 2880482 14 534584 18 908079 0 4323145 233698 4556843 1 THE FOUNDATION HAS A SHARED SERVICES AGREEMENT IN PLACE WITH ITS RELATED FOUNDATIONS TO ASSIST THE FOUNDATIONS IN THEIR CHARITABLE ACTIVITIES. AMOUNTS UNDER THE SHARED SERVICES AGREEMENT ARE ALLOCATED AT COST. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16194 0 13731 MORGAN STANLEY - CORPORATE STOCK 96047768 96047768 HEDGEPREMIER/RIDA LP FMV 4259178 4259178 PINEHURST INSTIT LTD CL I FMV 8098698 8098698 EMERALD HILL CAPITAL PARTNERS LLC FMV 1130000 1130000 EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC FMV 2020000 2020000 INSURANCE 1284 0 1284 COMPUTER EXPENSE 30407 0 9412 OFFICE EXPENSE 4684 0 1879 REPAIRS & MAINTENANCE 12934 0 4787 EQUIPMENT RENTAL 2925 0 2925 DUES & SUBSCRIPTIONS 651 0 241 DEDUCTIONS FROM PARTNERSHIP INVESTMENTS 0 98385 0 INCOME FROM PARTNERSHIP INVESTMENTS 534584 -85776 534584 SHARED SERVICES AGREEMENT 233698 233698 UNREALIZED GAIN 9840549 INVESTMENT MANAGEMENT FEES 244441 244441 0 OTHER CONSULTANTS 5671 0 2099 EXCISE TAXES 56500 0 0 FOREIGN TAXES 44407 49451 0 STATE TAXES 3627 0 1342 UBI TAXES 25000 0 0