Gary E Milgard Family Foundation-lori logo

Gary E Milgard Family Foundation-lori

TACOMA, WA EIN: 81-1344384 Website

The Gary E Milgard Family Foundation-Lori is a private foundation based in Tacoma, Washington, established in 2016. It is one of four legacy foundations created when the original Gary E. Milgard Family Foundation (established in 2000) reorganized to reflect the individual passions and interests of Milgard family members. The foundation honors the philanthropic legacy of Gary and Carol Milgard, whose success with Milgard Windows enabled significant community contributions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$60.2M

+6.9% YoY

Annual Giving

$2.3M

+0.0% YoY

Grant Count

20

-28.6% YoY

Avg Grant Size

$115K

+40.0% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to support a wide variety of organizations that provide meaningful community impact. Primary funding areas include:

  • Education
  • Human services
  • Philanthropy and voluntarism
  • General operating support
  • Workforce development programs
  • Women's shelter expansion
  • Wellness centers
  • Animal welfare and marine life preservation (through affiliated Ruth Foundation)
  • Community betterment and quality of life improvements

Grantmaking

Grant Range

$5,000 to $800,000

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • California
  • Oregon
  • Utah
  • Washington

Grant Distribution by State

5states

Cities

Agoura HillsAguora HillsAlhambraBeverly HillsBlvd VeniceBurbankCalabasasCanoga ParkCarsonCorvallisCosta MesaCulver CityFederal WayFullertonGlendaleHollywoodKanabLong BeachLos AlamitosLos Angeles

Financial History

Multi-year comparison from IRS filings

As of 2023:

  • Total assets: $56.3 million
  • Total revenues: $1.9 million
  • Total expenses: $2.8 million
  • Investment income and dividends: $1.6 million
  • Giving rate: 4.1% of assets

As of 2024:

  • Total assets: $60.2 million
  • Total giving: $2.3 million
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$6M20202021202220232024
Metric202420232022
Total Assets$60,238,286$56,338,219$52,597,424
Revenue$5,670,556$1,903,311$2,546,746
Expenses$2,911,072$2,845,291$3,231,336
Qualifying Distributions$2,709,520$2,659,738$3,051,062
Net Investment Income$4,512,128$1,685,924$2,184,557
Distributable Amount$2,850,550$2,631,374$2,739,132

Giving Over Time

Total grant dollars and number of grants per year

$0$675K$1M$2M$3M55 grants202055 grants202154 grants202228 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BOYS & GIRLS CLUB OF W S…$488KBOYS & GIRLS CLUB OF W S…$416KBOYS & GIRLS CLUB OF W S…$385KBOYS & GIRLS CLUB OF W S…$208KBOYS & GIRLS CLUBS (BGCOP)$176KBOYS & GIRLS CLUB OF MAL…$100KBOYS & GIRLS CLUB OF MAL…$100KMY FRIEND'S PLACE$63KVISION TO LEARN$60KBOYS & GIRLS CLUB OF MAL…$50K

Grant Size Distribution

198 grants across all recorded years

132<$50K41$50–100K19$100–250K5$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

The foundation is led by Lori Milgard as President. The foundation's legacy is carried forward by Gary and Carol Milgard's three children—Cari, Lori, and Mark—and their grandchildren: Kasey, Kirby, Scott, and Lindsay.

Compensation Overview

From 2024 IRS filing

LINDSAY TRAPPVICE PRESIDENT$123KCHRISTINE ZEMANEKSECRETARY$42KSCOTT EHLERSTREASURER$26KLORI MILGARDPRESIDENT$600

From 2024 filing

NameTitleHoursCompensation
LORI MILGARDPRESIDENT10$600
LINDSAY TRAPPVICE PRESIDENT20$123,231
SCOTT EHLERSTREASURER5$25,673
CHRISTINE ZEMANEKSECRETARY20$41,640

Recent News & Activity

Recent developments and announcements

The foundation has made recent grants supporting diverse community needs, including:

Educational programs at the University of Puget Sound (Summer Academic Challenge)

Food bank and delivery programs through the Making a Difference Foundation

Animal welfare initiatives through the Kitsap Humane Society's canine behavior and training programs

Kitsap Humane Society \t \n \t | KHS Canine Behavior &amp; Training\

Business education through the Milgard School of Business at UW Tacoma

Record gift to UW Tacoma creates Milgard School of Business | UW Magazine\

Contact Information

Tacoma Office: 1701 Commerce St Tacoma, WA 98402 Phone: (253) 274-0121

Los Angeles Office: 10635 Santa Monica Blvd, Suite 240 Los Angeles, CA 90025 Phone: (424) 320-9524

Website: www.garymilgardfamilyfoundation.org

EIN: 81-1344384

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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