2021-11-05T15:58:23-05:00 2020-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2020-01-01 811344384 GARY E MILGARD FAMILY FOUNDATION-LORI GARY 2532740121 1701 COMMERCE STREET TACOMA WA 98402 CHRISTINE ZEMANEK PRESIDENT & CEO 2532740121 2021-11-05 1 CHRISTINE ZEMANEK 999009999 SARAH B HUANG P00745974 4254544919 2021-11-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 58585478 X X 1578817 1019221 858853 15268690 946843 2437670 1966064 161687 0 161687 29796 0 29796 67508 0 67494 6609 0 6609 27715 0 27715 132332 126715 5617 39093 10334 1249 2120 0 2120 5272 0 5272 15981 0 15981 488113 137049 323540 1800702 1800702 2288815 137049 2124242 148855 1829015 64486 112733 112733 354594 221891 221891 640340 1949774 1949774 48237536 50677618 50677618 1118359 1268627 1268627 3911605 4354835 4354835 54326920 58585478 58585478 91 105 118200 165600 118291 165705 X 54208629 58419773 54208629 58419773 54326920 58585478 54208629 148855 4109689 58467173 47400 58419773 PUBLICLY TRADED SECURITIES 2019-01-01 2020-12-31 15206614 14321847 884767 884767 CAPITAL GAIN DISTRIBUTIONS 2019-01-01 2020-12-31 62076 62076 62076 946843 25423 0 25423 0 25423 24103 0 10000 0 34103 X 0 8680 8680 0 0 0 0 0 0 0 0 0 0 0 1 1 WA CA 1 0 0 0 0 1 WWW.GARYMILGARDFAMILYFOUNDATION.ORG TREV COOKSON 2532740121 1701 COMMERCE STREET TACOMA WA 98402 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTINE ZEMANEK 1701 COMMERCE STREET TACOMA WA 98402 PRESIDENT 7.30 61687 10838 0 LORI MILGARD 1701 COMMERCE STREET TACOMA WA 98402 SECRETARY 40.00 0 14688 0 SCOTT EHLERS 1701 COMMERCE STREET TACOMA WA 98402 VICE PRESIDENT 40.00 25000 7180 0 LINDSAY EHLERS 1701 COMMERCE STREET TACOMA WA 98402 TREASURER 40.00 75000 6792 0 NONE 0 MORGAN STANLEY SMITH BARNEY HOLDINGS LLC 1 NEW YORK PLAZA 12TH FL NEW YORK NY 10004 INVESTMENT MANAGEMENT 126715 0 0 48931092 178021 3911605 53020718 0 0 53020718 795311 52225407 2611270 2611270 25423 25423 2585847 0 2585847 0 2585847 2124242 0 2124242 0 2124242 2585847 1880810 0 0 2124242 1880810 0 0 243432 0 0 0 0 0 0 0 0 2342415 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. A PLACE CALLED HOME 2830 SOUTH CENTRAL AVENUE LOS ANGELES CA 90011 PC: 509(A)(1) OR (A) SUPPORTING BASIC NEEDS 50000 ALLIANCE FOR CHILDREN'S RIGHTS 333 WILSHIRE BLVD SUITE 550 LOS ANGELES CA 90010 PC: 509(A)(1) OR (A) STABLE HOUSING, STABLE FUTURE 25000 ASIAN YOUTH CENTER 100 CLARY AVENUE SAN GABRIEL CA 91776 PC: 509(A)(1) OR (A) EMERGENCY FOOD PROGRAM 25000 BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON RD KANAB UT 84741 PC: 509(A)(1) OR (A) BEST FRIENDS LA 10000 BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY 328 S RAMONA AVE MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) THANKS FOR GIVING 140000 BOYS & GIRLS CLUBS GREATER CONEJO VALLEY 30343 CANWOOD STREET STE200 AGOURA HILLS CA 91301 PC: 509(A)(1) OR (A) URGENT RELIEF CHILDCARE 10000 CALIFORNIA HOSPITAL MEDICAL CENTER 1401 SOUTH GRAND AVENUE LOS ANGELES CA 90015 PC: 509(A)(1) OR (A) HOPE STREET AFTER-SCHOOL 20000 CASA YOUTH SHELTER 10911 REAGAN STREET LOS ALAMITOS CA 90720 PC: 509(A)(1) OR (A) RESIDENTIAL SHELTER CARE 10000 CATHOLIC CHARITIES OF LOS ANGELES INC 1531 JAMES M WOOD BOULEVARD LOS ANGELES CA 90015 PC: 509(A)(1) OR (A) ST. ROBERT'S BACKYARD CAFE 10000 CHP 11-99 FOUNDATION 2244 N STATE COLLEGE BLVD FULLERTON CA 92831 PC: 509(A)(1) OR (A) EDUCATION PROGRAM 10000 CHRYSALIS 522 S MAIN STREET LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) EMPLOYMENT PROGRAM 50000 COACHART 312 ARIZONA AVE SANTA MONICA CA 90401 PC: 509(A)(1) OR (A) VIRTUAL PROGRAMMING 50000 COMMUNITY PARTNERS FBO STEAMCODERS 1000 N ALAMEDA STREET SUITE 240 LOS ANGELES CA 90012 PC: 509(A)(1) OR (A) STEAM:CODERS GENERAL OPERATING SUPPORT 25000 COMMUNITY PARTNERS PO BOX 741265 LOS ANGELES CA 90074 PC: 509(A)(1) OR (A) SAFE PARKING LA 25000 CONEJO VALLEY SENIOR CONCERNS 401 HODENCAMP ROAD THOUSAND OAKS CA 91360 PC: 509(A)(1) OR (A) EMERGENCY SERVICE SENIORS 25000 DOOR OF HOPE PO BOX 90455 PASADENA CA 91109 PC: 509(A)(1) OR (A) HOMELESSNESS PREVENTION 25000 DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO ST LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) CAPITAL IMPROVE/COVID-19 50000 DREAM CENTER FOUNDATION 2301 BELLEVUE AVE LOS ANGELES CA 90026 PC: 509(A)(1) OR (A) RESIDENTIAL BED SPONSORSHIPS 75000 EL CENTRO DE AMISTAD 566 S BRAND BLVD SAN FERNANDO CA 91304 PC: 509(A)(1) OR (A) MENTAL HEALTH SERVICES 25000 ELIZABETH HOUSE PO BOX 94077 PASADENA CA 91109 PC: 509(A)(1) OR (A) MATERNAL MENTAL HEALTH 25000 EXCEPTIONAL CHILDREN'S FOUNDATION 5350 MACHADO ROAD CULVER CITY CA 90230 PC: 509(A)(1) OR (A) KAYNE ERAS SCHOOL 25000 EXTRAORDINARY FAMILIES 221 N ARDMORE AVENUE LOS ANGELES CA 90004 PC: 509(A)(1) OR (A) COVID-19 GENERAL OPERATING SUPPORT 25000 FAMILY SERVICE AGENCY OF BURBANK 2721 WEST BURBANK BLVD BURBANK CA 91505 PC: 509(A)(1) OR (A) STUDENT CARE CENTERS 50000 FOOD ON FOOT 9663 SANTA MONICA BLVD 743 BEVERLY HILLS CA 90210 PC: 509(A)(1) OR (A) WORKFORCE PREP HOMELESS 25000 FOOTHILL FAMILY SERVICE 2500 EAST FOOTHILL BLVD PASADENA CA 91107 PC: 509(A)(1) OR (A) COUNSELING SERVICES 10000 FREEDOM EDUCATION PROJECT PUGET SOUND 918 S HORTON ST 912 SEATTLE WA 98134 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 5000 HAVEN HILLS PO BOX 260 CANOGA PARK CA 91305 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 10000 HEALING CALIFORNIA 545 S RAYMOND AVENU PASADENA CA 91105 PC: 509(A)(1) OR (A) DENTAL & VISION SERVICES 15000 HOMEBOY INDUSTRIES 130 W BRUNO STREET LOS ANGELES CA 90012 PC: 509(A)(1) OR (A) 18-MONTH RE-ENTRY PROGRAM 25000 HUMAN-I-T 230 E 3RD ST STE A LONG BEACH CA 90802 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 25000 LAS VIRGENES SCOUTING ALUMNI ASSOCIATION PO BOX 335 AGUORA HILLS CA 91376 PC: 509(A)(1) OR (A) MOTHERS DAY BREAKFAST 5000 MALIBU FOUNDATION FOR YOUTH & FAMILIES 30215 MORNING VIEW DR MALIBU CA 90265 PC: 509(A)(1) OR (A) WELLNESS CTR-SOCIAL WORK 50000 MAPS CHARITIES 14320 VENTURA BLVD 33 SHERMAN OAKS CA 91423 PC: 509(A)(1) OR (A) SENIOR SAFETY NET PROGRAM 20000 MAR VISTA FAMILY CENTER 5075 SOUTH SLAUSON AVENUE CULVER CITY CA 90230 PC: 509(A)(1) OR (A) FAMILY ENGAGE PRESCHOOL 20000 ONE VOICE 1228 15TH ST SUITE C SANTA MONICA CA 90404 PC: 509(A)(1) OR (A) FAMILY ASSISTANCE PROGRAM 15000 OREGON STATE UNIVERSITY FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 97333 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 5000 PACER CENTER INC 8161 NORMANDALE BLVD MINNEAPOLIS MN 55437 PC: 509(A)(1) OR (A) LOS ANGELES CENTER 25000 PATH 340 N MADISON AVENUE LOS ANGELES CA 90004 PC: 509(A)(1) OR (A) FAMILY CONNECTIONS 15000 PROJECT ANGEL FOOD 922 VINE STREET LOS ANGELES CA 90038 PC: 509(A)(1) OR (A) HOME DELIVERED MTMS 30000 PROJECT ECHO PO BOX 2410 SANTA MONICA CA 90407 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 20000 PROJECT MIRACLE 9301 WILSHIRE BLVD SUITE 507 BEVERLY HILLS CA 90210 PC: 509(A)(1) OR (A) EXPRESSIVE ARTS PROGRAM 10000 PROJECT ROPA 4712 ADMIRALTY WAY 1226 MARINA DEL REY CA 90292 PC: 509(A)(1) OR (A) MOBILE STREET SERVICE 5000 RESCUE MISSION ALLIANCE 8756 CANBY AVE NORTHRIDGE CA 91325 PC: 509(A)(1) OR (A) FAMILY SUCCESS CENTER 20000 SALESIAN FAMILY YOUTH CENTER 2228 EAST 4TH STREET LOS ANGELES CA 90033 PC: 509(A)(1) OR (A) COVID-19 SUPPORT 10000 SANTA MONICA HIGH SCHOOL BASEBALL 601 PICO BLVD SANTA MONICA CA 90405 PC: 509(A)(1) OR (A) BASEBALL PROGRAM 49602 THE LITTLE MARKET 1852 CARNEGIE AVENUE SANTA ANA CA 92705 PC: 509(A)(1) OR (A) DESIGN CHANGE:EMPOWER WOMEN 100000 THE PABLOVE FOUNDATION 6607 WEST SUNSET BLVD LOS ANGELES CA 90028 PC: 509(A)(1) OR (A) LA SHUTTERBUGS PROGRAM 25000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 PC: 509(A)(1) OR (A) SAVING LIVES LGBTQ 20000 THE WHOLE CHILD 10155 COLIMA ROAD WHITTIER CA 90603 PC: 509(A)(1) OR (A) HOPE FOR HOMELESS FAMILIES 15000 UNION RESCUE MISSION 545 S SAN PEDRO STREET LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) EMERGENCY COVID-19 200000 UNION STATION HOMELESS SERVICES 825 E ORANGE GROVE BLVD PASADENA CA 91104 PC: 509(A)(1) OR (A) FAMILY SERVICES PROGRAM 30000 VILLAGE FOR VETS PO BOX 491971 LOS ANGELES CA 90049 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 25000 WEINGART CENTER ASSOCIATION 566 S SAN PEDRO STREET LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) GROW PROGRAM 25000 WESTERN RIVERS CONSERVANCY 71 SW OAK STREET SUITE 100 PORTLAND OR 97204 PC: 509(A)(1) OR (A) NISQUALLY RIVER PROJECT 11100 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 PC: 509(A)(1) OR (A) GREATER LOS ANGELES 150000 1800702 0 14 1578817 18 858853 0 2437670 0 2437670 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 27715 0 27715 SELF DEALING PART VII-B, LINE 1B DURING THE YEAR, AN INADVERTENT ACT OF SELF-DEALING WAS DISCOVERED FOR A DISQUALIFIED PERSON RECEIVING FOUNDATION CREDIT FOR PERSONAL EXPENDITURES. THE FOUNDATION HAS A CELL PHONE PLAN THAT PROVIDES EMPLOYEES WITH CELL PHONES FOR FOUNDATION BUSINESS. THE CELL PHONE PLAN WAS ALSO OFFERED TO FAMILY MEMBERS OF THESE INDIVIDUALS, WHERE THE FOUNDATION EMPLOYEES REIMBURSED THE FOUNDATION THROUGH A RECURRING PAYROLL REIMBURSEMENT FOR THE ADDITIONAL PLAN CHARGES FOR THEIR FAMILY MEMBERS. ONE OF THESE FOUNDATION EMPLOYEES PARTICIPATING IN THE CELL PHONE PLAN IS A DISQUALIFIED PERSON OF THE FOUNDATION. AS A RESULT, THE REIMBURSEMENT OF MONTHLY CELL PHONE CHARGES FOR THE PHONE LINES OF FAMILY MEMBERS OF A DISQUALIFIED PERSON RESULTS IN AN ACT OF SELF-DEALING. THE TOTAL PERSONAL PHONE CHARGE REIMBURSEMENTS FOR 2020 WAS $479.82. THE AMOUNTS WERE REPAID TO THE FOUNDATION ON A BI-WEEKLY BASIS THROUGH A STANDARD PAYROLL DEDUCTION. SINCE THE TRANSACTION IS FOR THE USE OF MONEY, SELF-DEALING IS ON THE GREATER OF THE AMOUNT PAID FOR SUCH USE OR THE FAIR MARKET VALUE OF SUCH USE FOR THE PERIOD FOR WHICH THE MONEY IS USED (REG. 53.4941(E)-1(B)(2)(II)). NO INTEREST WAS CHARGED BY THE FOUNDATION FOR THESE FUNDS, THEREFORE THE 2020 SHORT TERM AFR RATES FOR THE APPLICABLE MONTHS HAVE BEEN USED TO CALCULATE THE AMOUNT INVOLVED FOR SELF-DEALING PURPOSES. DUE TO THE AMOUNTS BEING SMALL, THE BALANCES OUTSTANDING FOR A SHORT NUMBER OF DAYS, AND THE AFR RATES BEING LOW, THE AMOUNT INVOLVED IS ZERO WHEN ROUNDED TO THE NEAREST DOLLAR. THE 10% EXCISE TAX ON THE AMOUNT INVOLVED RESULTS IN SELF-DEALING TAXES OF ZERO. AS A RESULT, NO FORMS 4720 HAVE BEEN FILED BY THE FOUNDATION OR THE DISQUALIFIED PERSON AS NO TAX IS DUE FOR THE YEAR.THE REIMBURSEMENT OF PERSONAL CELL PHONE CHARGES FOR FAMILY MEMBERS OF THE DISQUALIFIED PERSON ORIGINATED IN LATE 2017. WHEN CALCULATING THE AMOUNT INVOLVED, EACH YEAR RESULTS IN AMOUNT OF ZERO, WHEN ROUNDED TO THE NEAREST DOLLAR, DUE TO THE AMOUNTS BEING SMALL, BALANCES OUTSTANDING FOR A SHORT NUMBER OF DAYS, AND THE AFR RATES BEING LOW. SELF-DEALING TAXES CALCULATED FOR THESE TRANSACTIONS IS ALSO ZERO. AS A RESULT, NO FORMS 4720 HAVE BEEN FILED FOR THE 2017 2019 TAX YEARS BY THE FOUNDATION OR THE DISQUALIFIED PERSON AS NO TAX IS DUE. THE DISQUALIFIED PERSON UNDERSTANDS SUCH TRANSACTIONS MADE BY THE FOUNDATION ARE IMPERMISSIBLE. THE FOUNDATION CELL PHONE PLAN HAS SINCE BEEN TERMINATED AND EACH EMPLOYEE IS NOW REQUIRED TO OBTAIN THEIR OWN PERSONAL PHONE PLAN. AS A RESULT, THIS TRANSACTION WILL NOT OCCUR IN THE FUTURE. THE FOUNDATION ALSO RECEIVES SERVICES FROM DISQUALIFIED PERSONS THROUGH THEIR VOLUNTEER POSITIONS AND PAYS REASONABLE COMPENSATION TO DISQUALIFIED PERSONS. BOTH ACTS FALL WITHIN THE SELF-DEALING EXCEPTIONS DESCRIBED IN REG. 53.4941(D)-3 AND THEREFORE DO NOT RESULT IN ACTS OF SELF-DEALING. MORGAN STANLEY - CORPORATE BONDS 1268627 1268627 MORGAN STANLEY - CORPORATE STOCK 50677618 50677618 1949774 1949774 0 0 PINEHURST INSTIT LTD CL I FMV 3202467 3202467 RIVERVIEW GLBL MACRO (CAY) FMV 1152368 1152368 LEGAL FEES 6609 0 6609 DEFERRED EXCISE TAX EXPENSE 47400 INSURANCE 6060 0 6060 COMPUTER EXPENSE 2236 0 2236 OFFICE EXPENSE 4747 0 4747 REPAIRS & MAINTENANCE 2347 0 2347 EQUIPMENT RENTAL 518 0 518 DUES AND SUBSCRIPTIONS 73 0 73 UNREALIZED GAINS 4109689 DEFERRED EXCISE TAX 118200 165600 INVESTMENT MANAGEMENT FEES 126715 126715 0 OTHER CONSULTANTS 5617 0 5617 STATE TAXES 1249 0 1249 FOREIGN TAXES 10334 10334 0 EXCISE TAXES 27510 0 0