2018-10-31T18:22:11-05:00 2017-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2017-01-01 811344384 GARY E MILGARD FAMILY FOUNDATION-LORI GARY 2532740121 1701 COMMERCE STREET TACOMA WA 98402 CHRISTINE ZEMANEK PRESIDENT & CEO 2532740121 2018-10-30 1 JANE M SEARING P00000565 4254544919 2018-10-30 65.158.230.194 2018-10-30 09:49:20 PD P E916B56A7DACA32809615C1BD30E129B9BAF2457 B280ABE89886262E49DF063AD0FE90CD369B8162 2017 2018-06-14 16:35:46Z X 53835298 X 0 X 963470 1111532 7024069 25847986 7149173 0 88 7987539 8260793 198345 0 198345 26910 0 26910 62133 0 62133 6516 0 6516 16798 0 16798 102186 102186 0 90278 18671 607 2451 0 2451 10797 0 10797 15885 197 15885 532299 121054 340442 2300544 2300544 2832843 121054 2640986 5154696 8139739 64959 48770 48770 1614971 1112803 1112803 234160 401871 401871 40856689 45468140 45468140 1357170 1788448 1788448 5021487 5015266 5015266 49149436 53835298 53835298 0 55700 0 55700 X 49149436 53779598 49149436 53779598 49149436 53835298 49149436 5154696 0 54304132 524534 53779598 PUBLICLY TRADED SECURITIES 2016-01-01 2017-12-31 25270843 18540891 6729952 6729952 AURORA OFFSHORE FUND LTD. II P 2016-01-01 2017-12-31 357169 159598 197571 197571 POWERSHARES DB GOLD FUND 2016-01-01 2017-12-31 2158 2158 2158 CLASS ACTION PROCEEDS 2016-01-01 2017-12-31 297 297 297 MERIDIAN PERF PTRS LTD CL A P 2016-01-01 2017-12-31 778 -778 -778 CAPITAL GAINS DIVIDENDS P 219973 219973 219973 7149173 0 1568101 48473394 0.032350 2507143 50224885 0.049918 3066452 50021165 0.061303 2181972 47872939 0.045578 2356590 45751360 0.051509 0.240658 0.048132 51127420 2460865 81397 2542262 2640986 X 81397 0 81397 0 81397 74551 12500 0 87051 X 0 5654 5654 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 0 1 1 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 & CEO 7.40 48345 7613 0 LORI MILGARD 1701 COMMERCE STREET TACOMA WA 98402 SECRETARY 20.00 0 12104 0 SCOTT EHLERS 1701 COMMERCE STREET TACOMA WA 98402 VICE PRESIDENT 40.00 75000 6332 0 LINDSAY EHLERS 1701 COMMERCE STREET TACOMA WA 98402 TREASURER 40.00 75000 5900 0 NONE 0 MORGAN STANLEY SMITH BARNEY HOLDINGS LLC 1 NEW YORK PLAZA 12TH FL NEW YORK NY 10004 INVESTMENT MANAGEMENT 102186 0 0 45905765 1122734 4877511 51906010 0 0 51906010 778590 51127420 2556371 2556371 81397 81397 2474974 0 2474974 0 2474974 2640986 0 2640986 81397 2559589 2474974 2204231 0 0 2640986 2204231 0 0 436755 0 0 0 0 0 0 0 0 2038219 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. 1887 FUND 1158 26TH STREET SUITE 876 SANTA MONICA CA 90403 PC: 509(A)(1) OR (A) WADSWORTH CHAPEL RENOVATION 20000 A PLACE CALLED HOME 2830 SOUTH CENTRAL AVENUE LOS ANGELES CA 90011 PC: 509(A)(1) OR (A) TUTORS/KITCHEN SUPPORT 76000 AFTER-SCHOOL ALL-STARS 5670 WILSHIRE BLVD SUITE 620 LOS ANGELES CA 90036 PC: 509(A)(1) OR (A) FIVE STAR STUDENT PROGRAM 25000 ART FOR ANIMALS' SAKE 1627 N BENTON WAY LOS ANGELES CA 90026 PC: 509(A)(1) OR (A) ART TO THE RESCUE 5000 BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY 328 S RAMONA AVE MONTEREY PARK CA 91754 PC: 509(A)(1) OR (A) MINDING MATTERS/MANNERS MATTER 71500 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 PROGRAM 135000 BURBANK ARTS FOR ALL FOUNDATION 348 EAST OLIVE AVENUE SUITE D BURBANK CA 91502 PC: 509(A)(1) OR (A) MUSIC IS INSTRUMENTAL 20000 CALIFORNIA COMMUNITY CHURCH 30125 AGOURA ROAD SUITE B AGOURA HILLS CA 91301 PC: 509(A)(1) OR (A) OPERATION EXPENSES 44000 CHARLES WRIGHT ACADEMY 7723 CHAMBERS CREEK ROAD W TACOMA WA 984672099 PC: 509(A)(1) OR (A) MEGAN KELLEY MEMORIAL SCHOLARSHIP 200000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD LOS ANGELES CA 90027 PC: 509(A)(1) OR (A) SUBSTANCE ABUSE/TREATMENT 75000 CHRYSALIS 522 S MAIN STREET LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) GENERAL SUPPORT EMPLOY PROGRAM 100000 CLARE FOUNDATION 909 PICO BLVD SANTA MONICA CA 90405 PC: 509(A)(1) OR (A) GENERAL OPERATING 100000 COACHART 3303 WILSHIRE BLVD LOS ANGELES CA 90010 PC: 509(A)(1) OR (A) FULL YEAR SPORTS CLUBS 50000 COMMUNITY PARTNERS FBO WRITEGIRL 1330 FACTORY PLACE LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) COLLEGE PREP COMPUTER LAB 10000 CRENSHAW HIGH SCHOOL BASEBALL 54010 11TH AVE LOS ANGELES CA 90043 PC: 509(A)(1) OR (A) BASEBALL PROGRAM 20000 DOWNTOWN WOMEN'S CENTER 442 S SAN PEDRO ST LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) 2017 CAPITAL PROJECTS 99000 DRESS FOR SUCCESS 2100 SOUTH HILL STREET LOS ANGELES CA 90007 PC: 509(A)(1) OR (A) GOING PLACES NETWORK PROGRAM 10000 EAST LOS ANGELES WOMEN'S CENTER 1431 S ATLANTIC BLVD LOS ANGELES CA 90022 PC: 509(A)(1) OR (A) EMERGENCY SHELTER 25000 EDWARD CHARLES FOUNDATION 269 S BEVERLY DRIVE 338 BEVERLY HILLS CA 90212 PC: 509(A)(1) OR (A) ANGEL CITY SPORTS 45000 ETTIE LEE YOUTH & FAMILY SERVICES 5146 N MAINE BOX 339 BALDWIN PARK CA 90042 PC: 509(A)(1) OR (A) WELCOME KITS FOSTER CARE 7725 FOOD ON FOOT 9663 SANTA MONICA BLVD 743 BEVERLY HILLS CA 90210 PC: 509(A)(1) OR (A) WORK FOR FOOD PROGRAM 5000 FOOTHILLS RAILS-TO-TRAILS COALITION PO BOX 192 PUYALLUP WA 983710021 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 5000 FREE ARTS 11099 S LA 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509(A)(1) OR (A) COMMUNITY KITCHEN REMODEL 50000 MEALS ON WHEELS WEST 1823 MICHIGAN AVE UNIT A SANTA MONICA CA 90404 PC: 509(A)(1) OR (A) MEAL PROGRAM, SUPPORT, VENICE 160000 NAMI LOS ANGELES COUNTY COUNCIL 3250 WILSHIRE BLVD SUITE 1501 LOS ANGELES CA 90010 PC: 509(A)(1) OR (A) NAMIWALKS LOS ANGELES 5000 NEW DIRECTIONS FOR VETERANS 11303 WILSHIRE BLVD BLDG 116 LOS ANGELES CA 90073 PC: 509(A)(1) OR (A) TABLE VETERANS CANTEEN 5000 OCEAN PARK COMMUNITY CENTER 1453 16TH STREET SANTA MONICA CA 90404 PC: 509(A)(1) OR (A) SOJOURN AND DAYBREAK FOOD PROVISIONS 145547 OPICA ADULT DAY PROGRAM & COUNSELING CTR 11759 MISSOURI AVE LOS ANGELES CA 90025 PC: 509(A)(1) OR (A) OPICA PATIO 100000 P F BRESEE FOUNDATION 184 S BIMINI PLACE LOS ANGLES CA 90004 PC: 509(A)(1) OR (A) AIR CONDITIONING UNITS 10000 PROJECT ANGEL FOOD 922 VINE STREET LOS ANGELES CA 90038 PC: 509(A)(1) OR (A) MEALS/NUTRITIONAL PROGRAM 50000 PROJECT MIRACLE 9301 WILSHIRE BLVD SUITE 507 BEVERLY HILLS CA 90210 PC: 509(A)(1) OR (A) MIRACLE PROJECT CAPACITY BLDG 75000 SAFE PLACE FOR YOUTH 2469 LINCOLN BLVD VENICE CA 90291 PC: 509(A)(1) OR (A) DROP IN CENTER 68152 ST JOSEPH CENTER 204 HAMPTON DRIVE VENICE CA 90291 PC: 509(A)(1) OR (A) BREAD & ROSES CAFE' 5000 STEP UP 510 S HEWITT ST 111 LOS ANGELES CA 90013 PC: 509(A)(1) OR (A) STEP UP TEEN GIRLS PROGRAM 25000 SUSTAINABLE TRAVEL INTERNATIONAL 3523 BURKE AVE N SEATTLE WA 98103 PC: 509(A)(1) OR (A) GENERAL OPERATING SUPPORT 5000 THE FRIENDS OF EXPO CENTER 3980 BILL ROBERTSON LANE LOS ANGELES CA 90037 PC: 509(A)(1) OR (A) TEEN LEADERSHIP PROGRAM 25000 THE SOLDIERS PROJECT 4605 LANKERSHIM BLVD SUITE 202 NORTH HOLLYWOOD CA 91602 PC: 509(A)(1) OR (A) THERAPIST TRAVEL PROGRAM 10000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 PC: 509(A)(1) OR (A) SUPPORT PROGRAMS 5000 UNION STATION HOMELESS SERVICES 825 E ORANGE GROVE BLVD PASADENA CA 91104 PC: 509(A)(1) OR (A) ADULT CTR LAUNDRY/RENOVATIONS 20000 UNIVERSITY OF SOUTHERN CALIFORNIA 661 WEST JEFFERSON BLVD LOS 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II FMV 14672 14672 PINEHURST INSTITUTIONAL, LTD FMV 2597521 2597521 MERIDIAN PERF PTRS LTD CL A FMV 43235 43235 RIVERVIEW GLOBAL MACRO FUND (CAYMAN) LP PLACEMENT FMV 2359838 2359838 LEGAL FEES 6516 0 6516 UNREALIZED LOSSES 464334 PRIOR PERIOD ADJUSTMENT FOR DEFERRED EXCISE TAX LIABILITY 60200 INSURANCE 5763 0 5763 COMPUTER EXPENSE 3099 0 3099 OFFICE EXPENSE 2655 0 2655 REPAIRS & MAINTENANCE 3459 0 3459 EQUIPMENT RENTAL 849 0 849 DUES AND SUBSCRIPTIONS 60 0 60 DEDUCTIONS FROM PARTNERSHIP INVESTMENTS 0 197 0 OTHER INCOME 88 DEFERRED EXCISE TAX 0 55700 INVESTMENT MANAGEMENT FEES 102186 102186 0 EXCISE TAXES 71000 0 0 FOREIGN TAXES 18671 18671 0 STATE TAXES 607 0 607