Gary E Milgard Family Foundation-lori
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
Under IRS private-foundation payout rules, Gary E Milgard Family Foundation-lori reported a distributable amount of $2.9M for 2024 — the minimum it must pay out in qualifying distributions.
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
Cities
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
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
198 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Boys & Girls Club of W San Gabriel Valley ($488,000), Boys & Girls Club of W San Gabriel Valley ($416,000), Boys & Girls Club of W San Gabriel Valley ($385,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOYS & GIRLS CLUB OF MALIBU MALIBU, CA | WELLNESS CENTER | $100,000 |
| BOYS & GIRLS CLUB OF MALIBU MALIBU, CA | KINDNESS PROGRAM | $100,000 |
| BOYS & GIRLS CLUB OF MALIBU MALIBU, CA | MANNERS MATTER | $50,000 |
| BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY MONTEREY PARK, CA | KINDNESS CARNIVAL 2024 | $416,000 |
| BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY MONTEREY PARK, CA | KINDNESS BACKPACK/PROGRAM | $208,000 |
| BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY MONTEREY PARK, CA | KINDNESS FLOAT-TOURNAMENT ROSES | $385,000 |
| BOYS & GIRLS CLUB OF W SAN GABRIEL VALLEY MONTEREY PARK, CA | MANNERS, THANKS FOR GIVING, KINDNESS | $488,000 |
| BOYS & GIRLS CLUBS (BGCOP) OXNARD, CA | KINDNESS IS FREE | $175,620 |
| CASA OF LOS ANGELES MONTEREY PARK, CA | ONE-TO-ONE ADVOCACY | $30,000 |
| CHARLES WRIGHT ACADEMY TACOMA, WA | MEGAN KELLEY SCHOLARSHIP FUND | $50,000 |
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LORI MILGARD | PRESIDENT | 10 | $600 |
| LINDSAY TRAPP | VICE PRESIDENT | 20 | $123,231 |
| SCOTT EHLERS | TREASURER | 5 | $25,673 |
| CHRISTINE ZEMANEK | SECRETARY | 20 | $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 & 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
Frequently Asked Questions
What does Gary E Milgard Family Foundation-lori fund?
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
How do I apply for a grant from Gary E Milgard Family Foundation-lori?
**Grant Characteristics:** • Grant range: $5,000 to $800,000 • Median grant amount: $35,000 • Annual giving: Approximately $2.3 million • Number of grants: 27-46 grants annually (varies by year) **Recent Grant Examples (2023):** • Homeboy Industries: $100,000 (Reentry Program) • Vision To Learn: $60,000 (Services Boys & Girls Club) • A Place Called Home (APCH): $55,000 (General Operating Support) **Application Process:** • Applications accepted through online portal at grantinterface.com • Deci…
Where does Gary E Milgard Family Foundation-lori make grants?
The foundation primarily funds organizations in: • California • Oregon • Utah • Washington
What size grants does Gary E Milgard Family Foundation-lori award?
In 2024, Gary E Milgard Family Foundation-lori awarded 20 grants totaling $2.3M — an average of about $115K per grant, based on its IRS Form 990 filings.
How much is Gary E Milgard Family Foundation-lori required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Gary E Milgard Family Foundation-lori reported a distributable amount of $2.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Gary E Milgard Family Foundation-lori's EIN?
Gary E Milgard Family Foundation-lori's EIN (Employer Identification Number) is 81-1344384. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Gary E Milgard Family Foundation-lori's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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