Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
GARY E MILGARD FAMILY FOUNDATION-
SUNSHINE
Number and street (or P.O. box number if mail is not delivered to street address)1701 COMMERCE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TACOMA, WA98402
A Employer identification number

81-1315385
B Telephone number (see instructions)

(253) 274-0121
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$30,235,502J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,126
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 701,488 732,922  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 331,751
b Gross sales price for all assets on line 6a 7,108,013
7 Capital gain net income (from Part IV, line 2)... 216,178
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 0 -3,708  
12 Total. Add lines 1 through 11........ 1,035,365 945,392  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 37,746 0   37,746
14 Other employee salaries and wages...... 91,759 0   91,759
15 Pension plans, employee benefits....... 45,132 0   38,530
16a Legal fees (attach schedule)......... Click to see attachment 5,661 0   5,661
b Accounting fees (attach schedule)....... Click to see attachment 13,457 0   13,457
c Other professional fees (attach schedule).... Click to see attachment 71,540 71,540   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,511 10,511   716
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,054 0   3,054
21 Travel, conferences, and meetings....... 2,625 0   2,625
22 Printing and publications.......... 119 0   119
23 Other expenses (attach schedule)....... Click to see attachment 10,112 14,601   10,112
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 302,716 96,652   203,779
25 Contributions, gifts, grants paid....... 1,452,406 1,452,406
26 Total expenses and disbursements. Add lines 24 and 25 1,755,122 96,652   1,656,185
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -719,757
b Net investment income (if negative, enter -0-) 848,740
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 39,687 73,003 73,003
2 Savings and temporary cash investments......... 447,509 259,521 259,521
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 279,942 Click to see attachment281,813 281,813
b Investments—corporate stock (attach schedule)....... 26,074,214 Click to see attachment24,641,147 24,641,147
c Investments—corporate bonds (attach schedule)....... 3,503,033 Click to see attachment2,042,651 2,042,651
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,117,599 Click to see attachment2,937,367 2,937,367
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,461,984 30,235,502 30,235,502
Liabilities 17 Accounts payable and accrued expenses.......... 81 6,683
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 81 6,683
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 33,461,903 30,228,819
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 33,461,903 30,228,819
31 Total liabilities and net assets/fund balances (see instructions). 33,461,984 30,235,502
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
33,461,903
2
Enter amount from Part I, line 27a .....................
2
-719,757
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
32,742,146
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,513,327
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
30,228,819
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES   2017-01-01 2018-12-31
b POWERSHARES DB GOLD FUND   2017-01-01 2018-12-31
c AURORA OFFSHORE FUND LTD   2017-01-01 2018-12-31
d SELECTINVEST   2017-01-01 2018-12-31
e HEDGEPREMIER/RIDA FUND LP P 2018-08-01 2018-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,992,288   6,773,185 219,103
b     755 -755
c 2,448   7,885 -5,437
d 971     971
e     110,010 -110,010
112,306     112,306
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       219,103
b       -755
c       -5,437
d       971
e       -110,010
      112,306
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 216,178
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 1,601,304 31,937,062 0.050139
2016 967,156 29,859,833 0.032390
2015 1,521,419 30,478,151 0.049918
2014 1,860,826 30,354,527 0.061303
2013 1,324,094 29,050,911 0.045578
2
Total of line 1, column (d) .....................
2
0.239328
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047866
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
32,579,841
5
Multiply line 4 by line 3......................
5
1,559,467
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,487
7
Add lines 5 and 6........................
7
1,567,954
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,656,185
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 8,487
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,487
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,487
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,130
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,130
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 60
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,583
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,583 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.GARYMILGARDFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletTREV COOKSON Telephone no.bullet (253) 274-0121

    Located atbullet1701 COMMERCE STREETTACOMAWA ZIP+4bullet98402
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHRISTINE ZEMANEK PRESIDENT & CEO
    4.60     		29,997 5,948 0
    1701 COMMERCE STREET
    TACOMA,WA98402
    DANA HOWERTON SECRETARY
    4.60     		7,749 4,615 0
    1701 COMMERCE STREET
    TACOMA,WA98402
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    TYLER ZEMANEK PROGRAM MANAGER
    40.00     		82,813 20,235 0
    1701 COMMERCE STREET
    TACOMA,WA98402
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MORGAN STANLEY SMITH BARNEY HOLDINGS LLC INVESTMENT MANAGEMENT 71,540
    1 NEW YORK PLAZA 12TH FL
    NEW YORK,NY10004
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    29,528,440
    b
    Average of monthly cash balances.......................
    1b
    411,726
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,135,815
    d
    Total (add lines 1a, b, and c).........................
    1d
    33,075,981
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    33,075,981
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    496,140
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    32,579,841
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,628,992
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,628,992
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    8,487
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,487
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,620,505
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,620,505
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,620,505
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,656,185
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,656,185
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    8,487
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,647,698
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,620,505
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 1,261,709
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,656,185
    a Applied to 2017, but not more than line 2a 1,261,709
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 394,476
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		1,226,029
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    EXCLUSIVELY ACCEPTED ONLINE VIA WWW
    1701 COMMERCE STREET
    TACOMA,WA98402
    (253) 274-0121
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    THERE IS NO DEADLINE FOR SUBMITTING A LETTER OF INQUIRY.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AHAT HOMECARE
    301 N L STREET
    TACOMA,WA98403     		  PC: 509(A)(1) OR (A) VOLUNTEER COORDINATOR 12,000
    BEACON COMMUNITIES
    6120 STONERIDGE MALL ROAD SUITE 100
    PLEASANTON,CA94588     		  PC: 509(A)(1) OR (A) HARBOR VIEW MANOR HEALTHY LIVING 42,724
    BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
    3875 S 66TH STREET SUITE 101
    TACOMA,WA98409     		  PC: 509(A)(1) OR (A) GENERAL OPERATING FUND 10,000
    BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
    3875 S 66TH STREET SUITE 101
    TACOMA,WA98409     		  PC: 509(A)(1) OR (A) RACE FOR THE CLUBS 10,000
    BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND
    3875 S 66TH STREET SUITE 101
    TACOMA,WA98409     		  PC: 509(A)(1) OR (A) GENERAL OPERATING FUND 50,000
    BRIDGES OF LOVE NW
    PO BOX 731747
    PUYALLUP,WA98373     		  PC: 509(A)(1) OR (A) SAFETY NET PIERCE COUNTY 15,000
    CANCER PATHWAYS
    1400 BROADWAY
    SEATTLE,WA98122     		  PC: 509(A)(1) OR (A) 2019 TACOMA CAMP SPARKLE 20,000
    CATHERINE PLACE
    923 S 8TH ST
    TACOMA,WA98405     		  PC: 509(A)(1) OR (A) WOMAN CENTERED SUPPORT 10,000
    CAVALCADE OF AUTHORS WEST
    PO BOX 73722
    PUYALLUP,WA98373     		  PC: 509(A)(1) OR (A) CAVALCADE PROGRAM 5,000
    CENTERFORCE
    5204 SOLBERG DR SW
    LAKEWOOD,WA98499     		  PC: 509(A)(1) OR (A) COMMUNITY INCLUSION 10,000
    CHRIST THE KING COMMUNITY OUTREACH
    8609 PORTLAND AVE E
    TACOMA,WA98445     		  PC: 509(A)(1) OR (A) BEAUTIFICATION PROJECT 38,000
    CHRIST THE KING COMMUNITY OUTREACH
    8609 PORTLAND AVE E
    TACOMA,WA98445     		  PC: 509(A)(1) OR (A) FURNITURE/TV COMMON SPACES 12,000
    COMMUNITIES IN SCHOOLS OF PENINSULA
    PO BOX 684
    VAUGHN,WA98394     		  PC: 509(A)(1) OR (A) INTEGRATED SUPPORT/HOLIDAY 26,000
    COMMUNITY HEALTH CARE
    1148 BROADWAY SUITE
    TACOMA,WA98402     		  PC: 509(A)(1) OR (A) PATIENT CARE FUND 15,000
    CRISTA CAMPS
    19303 FREMONT AVE NORTH MS-15
    SHORELINE,WA98133     		  PC: 509(A)(1) OR (A) PIERCE COUNTY SUMMER CAMP 20,000
    DADS
    5709 RAINIER AVE S
    SEATTLE,WA98118     		  PC: 509(A)(1) OR (A) FATHERHOOD PROGRAM PIERCE CO 20,000
    DEGREES OF CHANGE
    PO BOX 1573
    TACOMA,WA98401     		  PC: 509(A)(1) OR (A) PROFESSIONAL/ INTERNSHIP PROGRAM 50,000
    DIABETES ASSOCIATION OF PIERCE COUNTY
    PO BOX 110427
    TACOMA,WA984110427     		  PC: 509(A)(1) OR (A) PANTHER DAY CAMP 2019 22,000
    DONORSCHOOSEORG
    134 WEST 37TH STREET FLOOR 11
    NEW YORK,NY10018     		  PC: 509(A)(1) OR (A) GENERAL OPERATING FUND 98,502
    EBC - WEST SOUND
    1463 NE DAWN ROAD SUITE B
    BREMERTON,WA98311     		  PC: 509(A)(1) OR (A) OPERATIONS PIERCE COUNTY 15,000
    EDGE FOUNDATION
    2017 FAIRVIEW AVENUE EAST SUITE I
    SEATTLE,WA98102     		  PC: 509(A)(1) OR (A) TACOMA AT-RISK STUDENTS 19,500
    FIRST WASHINGTON
    21238 68TH AVENUE S
    KENT,WA98032     		  PC: 509(A)(1) OR (A) FRANKLIN PIERCE SCHOOL PROGRAMS 15,000
    GREATER GIG HARBOR FOUNDATION
    6625 WAGNER WAY NW SUITE 150
    HARBOR,WA98335     		  PC: 509(A)(1) OR (A) 2018 GIG HARBOR BASKET BRIGADE 7,500
    GREATER LAKES MENTAL HEALTHCARE
    9330 59TH AVENUE SW
    LAKEWOOD,WA98499     		  PC: 509(A)(1) OR (A) EMERGENCY FUNDS NEEDS 35,000
    GREATER METRO PARKS FOUNDATION
    4702 SOUTH 19TH STREET
    TACOMA,WA98405     		  PC: 509(A)(1) OR (A) BILLY RAY SHIRLEY ARTWORK 30,000
    HARBOR WILDWATCH
    3110 JUDSON STREET PBM 99
    GIG HARBOR,WA98335     		  PC: 509(A)(1) OR (A) HOP/STEM 25,000
    HELPING HAND HOUSE
    4321 2ND STREET SW
    PUYALLUP,WA98373     		  PC: 509(A)(1) OR (A) HOMELESS FAMILY INTERVENTION 35,000
    HILLTOP ARTISTS
    P O BOX 6829
    TACOMA,WA98417     		  PC: 509(A)(1) OR (A) HILLTOP ARTISTS PROGRAMS 25,000
    JUMPSTART ENTERPRISES
    1615 SIXTH AVENUE
    TACOMA,WA98405     		  PC: 509(A)(1) OR (A) OPERATIONS/ PRESCRIPTION PROGRAM 5,000
    KOREAN WOMEN'S ASSOCIATION
    123 E 96TH ST
    TACOMA,WA98445     		  PC: 509(A)(1) OR (A) SENIOR LIVABLE COMMUNITY 36,000
    LUTHERAN COMMUNITY SERVICES NW
    223 NORTH YAKIMA AVE
    TACOMA,WA98403     		  PC: 509(A)(1) OR (A) SENIOR COMPANION PROGRAM 25,000
    MULTICULTURAL CHILD & FAMILY HOPE CENTER
    2021 SOUTH 19TH ST
    TACOMA,WA98405     		  PC: 509(A)(1) OR (A) BRIDGE BUILT WITH HOPE 40,000
    MULTI-SERVICE CENTER
    PO BOX 23699
    FEDERAL WAY,WA98093     		  PC: 509(A)(1) OR (A) HOMELESS HOLIDAY GIVING 5,000
    NATIONAL FOOTBALL FOUNDATION
    C/O TACOMA/PIERCE COUNTY CHAPTER
    8912 64TH STREET CT W
    UNIVERSITY PLACE,WA98467     		  PC: 509(A)(1) OR (A) GENERAL OPERATING FUND 20,000
    NORTHWEST ASSOCIATION FOR BLIND ATHLETES
    PO BOX 65265
    VANCOUVER,WA98665     		  PC: 509(A)(1) OR (A) 2018 CAMP ABILITIES WA 7,500
    NORTHWEST FURNITURE BANK
    117 PUYALLUP AVE
    TACOMA,WA98421     		  PC: 509(A)(1) OR (A) FURNITURE BANK PROGRAM 25,000
    NOURISH PIERCE COUNTY
    1702 SOUTH 72ND STREET SUITE E
    TACOMA,WA98408     		  PC: 509(A)(1) OR (A) GENERAL OPERATING FUND 50,000
    OLIVE CREST
    2500 116TH AVENUE NE
    BELLEVUE,WA98004     		  PC: 509(A)(1) OR (A) CUSTOMER RELATIONS 15,000
    OUR SISTER'S HOUSE
    2714 N 21ST STREET 3
    TACOMA,WA98406     		  PC: 509(A)(1) OR (A) NEW DIRECTIONS/ STEPPING STONES 45,000
    PIERCE COUNTY AIDS FOUNDATION
    3009 S 40TH ST
    TACOMA,WA98409     		  PC: 509(A)(1) OR (A) OASIS YOUTH CENTER 15,000
    PIERCE COUNTY JUVENILE COURT
    5501 SIXTH AVE
    TACOMA,WA98406     		  PC: 509(A)(1) OR (A) OBP AND PYD 20,000
    PIERCE COUNTY JUVENILE COURT
    5501 SIXTH AVE
    TACOMA,WA98406     		  PC: 509(A)(1) OR (A) DIVERSION/COMMUNITY SERVICE 10,000
    RAINIER FOOTHILLS WELLNESS FOUNDATION
    1675 COLE STREET PO BOX 905
    ENUMCLAW,WA98022     		  PC: 509(A)(1) OR (A) GENERAL OPERATING FUND 10,000
    RAINIER FOOTHILLS WELLNESS FOUNDATION
    1675 COLE STREET PO BOX 905
    ENUMCLAW,WA98022     		  PC: 509(A)(1) OR (A) CARE VAN/SENIOR PROGRAM 25,000
    REBUILDING TOGETHER SOUTH SOUND
    4019 S ORCHARD STREET
    TACOMA,WA98466     		  PC: 509(A)(1) OR (A) YEAR-ROUND SERVICES 20,000
    SAFE STREETS CAMPAIGN
    622 TACOMA AVE S STE 1
    TACOMA,WA984022335     		  PC: 509(A)(1) OR (A) GENERAL SUPPORT 1,000
    SEATTLE AREA YOUTH FOR CHRIST
    PO BOX 75128
    SEATTLE,WA98175     		  PC: 509(A)(1) OR (A) GENERAL OPERATING FUND 5,000
    SECOND CYCLE
    1205 MLK JR WAY
    TACOMA,WA98405     		  PC: 509(A)(1) OR (A) YOUTH PROGRAMS 10,000
    SHARED HOUSING SERVICES
    901 SOUTH 11TH STREET
    TACOMA,WA984054533     		  PC: 509(A)(1) OR (A) YOUTH HOST HOME PROGRAM 25,000
    SOUTH UMPQUA HISTORICAL SOCIETY
    PO BOX 1112
    CANYONVILLE,OR97417     		  PC: 509(A)(1) OR (A) GENERAL OPERATING FUND 7,000
    ST CHARLES BORROMEO PARISH
    7112 S 12TH STREET
    TACOMA,WA98465     		  PC: 509(A)(1) OR (A) GENERAL OPERATING FUND 6,000
    ST FRANCIS HOUSE
    3220 7TH ST SE
    PUYALLUP,WA98372     		  PC: 509(A)(1) OR (A) PROGRAMS/CHRISTMAS CORNER 30,000
    ST LEO FOOD CONNECTION
    710 S 13TH STREET
    TACOMA,WA98405     		  PC: 509(A)(1) OR (A) CHILDREN'S FEEDING PROGRAM 10,000
    TACOMA EVENTS COMMISSION
    4109 BRIDGEPORT WAY W SUITE E-7
    UNIVERSITY PLACE,WA98466     		  PC: 509(A)(1) OR (A) JULY 4TH TACOMA FREEDOM FAIR 10,000
    TACOMA LUTHERAN RETIREMENT COMM FDN
    1301 N HIGHLANDS PKWY
    TACOMA,WA98406     		  PC: 509(A)(1) OR (A) EMERGENCY PREPAREDNESS 19,240
    TACOMA LUTHERAN RETIREMENT COMM FDN
    1301 N HIGHLANDS PKWY
    TACOMA,WA98406     		  PC: 509(A)(1) OR (A) 2018 SENIOR TV PROJECT 42,440
    TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
    4824 SOUTH TACOMA WAY
    TACOMA,WA98409     		  PC: 509(A)(1) OR (A) HABITAT CONNECTS 25,000
    TEAMCHILD
    1225 SOUTH WELLER ST SUITE 420
    SEATTLE,WA98144     		  PC: 509(A)(1) OR (A) PIERCE COUNTY SUPPORT 20,000
    THE TEARS FOUNDATION
    11102 SUNRISE BLVD E SUITE 112
    PUYALLUP,WA98374     		  PC: 509(A)(1) OR (A) SUPPORT BEREAVEMENT WA STATE 25,000
    THRIVE WASHINGTON
    2815 SECOND AVE SUITE 210
    SEATTLE,WA98121     		  PC: 509(A)(1) OR (A) OPERATING SUPPORT 5,000
    TOY RESCUE MISSION
    607 SO WINNIFRED ST
    TACOMA,WA98464     		  PC: 509(A)(1) OR (A) OPERATING EXPENSES 35,000
    TRINITY PRESBYTERIAN CHURCH
    1615 6TH AVE
    TACOMA,WA98405     		  PC: 509(A)(1) OR (A) TRINITY OUTREACH PROGRAMS 10,000
    UNIVERSITY OF PUGET SOUND
    1080 1500 N WARNER
    TACOMA,WA98416     		  PC: 509(A)(1) OR (A) SUMMER ACADEMIC CHALLENGE 25,000
    WE CHARITY
    509 OLIVE WAY SUITE 1234
    SEATTLE,WA98101     		  PC: 509(A)(1) OR (A) WE SCHOOLS PIERCE CO. WA 40,000
    YWCA PIERCE COUNTY
    405 BROADWAY
    TACOMA,WA98402     		  PC: 509(A)(1) OR (A) ANNUAL LUNCHEON PLEDGE 10,000
    ZEESPEED
    2201 SO TACOMA WAY
    TACOMA,WA98409     		  PC: 509(A)(1) OR (A) YOUTH ENDURANCE CAMP 25,000
    Total .................................bullet 3a 1,452,406
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 701,488  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 331,751  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,033,239 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,033,239
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 13,457 0   13,457

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    TRUFANT FAMILY FOUNDATION
          		PO BOX 110639
    TACOMA,WA98411     		2017-09-20 10,000 FUNDS WILL BE USED TO PROVIDE INITIAL AND RENEWAL COLLEGE SCHOLARSHIPS. THE FUNDS WILL BE USED TO SUPPORT THE FOOTBALL PROGRAM BY PROVIDING SCHOLARSHIPS TO YOUTH WHO NEED HELP WITH EQUIPMENT AND UNIFORM COSTS. THE FUNDS WILL ALSO BE USED TO PROVIDE BACKPACKS AND SCHOOL SUPPLIES TO YOUTH IN ORDER TO ENSURE THAT THEY HAVE THE SUPPLIES NEEDED TO HELP THEM SUCCEED IN SCHOOL. 10,000 NONE 7/31/2018   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Name of Bond End of Year Book Value End of Year Fair Market Value
    6,000.000 SHS T-MOBILE USA INC 180 180
    6,000.000 SHS T-MOBILE USA INC 69 69
    8,000.000 SHS ENSCO PLC 4,586 4,586
    5,000.000 SHS FNMA POOL MA3306 4,775 4,775
    4,000.000 SHS FED NAT MORT ASCN POOL BK6578 4,133 4,133
    3,000.000 SHS FNMA POOL MA3489 2,946 2,946
    4,000.000 SHS FNMA POOL MA3443 3,986 3,986
    3,000.000 SHS FNMA POOL MA3358 2,895 2,895
    4,000.000 SHS FNMA POOL MA3183 3,660 3,660
    4,000.000 SHS FNMA POOL MA3277 3,786 3,786
    9,000.000 SHS FNMA POOL AS0907 2,967 2,967
    2,000.000 SHS FNMA POOL AX4887 898 898
    23,000.000 SHS FHLMC 30 YR GOLD G08659 13,516 13,516
    15,000.000 SHS FHLMC PC GOLD POOL C09071 5,635 5,635
    10,000.000 SHS PC GOLD POOL G08624 4,298 4,298
    1,000.000 SHS FNMA POOL AW8992 507 507
    8,000.000 SHS FNMA POOL AS4168 3,848 3,848
    24,000.000 SHS FHLMC 30 YR GOLD V81760 11,792 11,792
    2,000.000 SHS FNMA POOL AL6715 856 856
    12,000.000 SHS PC GOLD POOL G08623 6,108 6,108
    75,000.000 SHS FHLMC 30G A89385 8,057 8,057
    21,000.000 SHS PC GOLD POOL G07961 12,666 12,666
    8,000.000 SHS FNMA POOL 310151 3,138 3,138
    9,000.000 SHS FNMA POOL 3,023 3,023
    5,000.000 SHS FNMA POOL AV6368 1,308 1,308
    5,000.000 SHS FNMA POOL AX7732 2,578 2,578
    2,000.000 SHS FHLMC 30 YR GOLD G60201 870 870
    41,000.000 SHS FHLMC 30 YR GOLD A86314 1,805 1,805
    22,000.000 SHS FNMA POOL BC2849 18,503 18,503
    3,000.000 SHS FNMA POOL AS6520 2,132 2,132
    2,000.000 SHS FHLMC 30 YR GOLD G08682 1,093 1,093
    2,000.000 SHS FNMA POOL AZ7916 766 766
    3,000.000 SHS FHLMC 30 YR GOLD Q25332 1,018 1,018
    1,000.000 SHS FNMA POOL AZ6973 612 612
    84,000.000 SHS FED NATL MTG ASSN 78,582 78,582
    4,000.000 SHS FNMA POOL AS6408 2,735 2,735
    2,000.000 SHS FNMA POOL AS3955 757 757
    3,000.000 SHS FNMA POOL BA2889 1,103 1,103
    3,000.000 SHS FNMA POOL AX3613 1,703 1,703
    12,000.000 SHS FNMA POOL MA2920 10,363 10,363
    61,000.000 SHS FNMA POOL 995628 2,332 2,332
    31,000.000 SHS FNMA POOL MA2671 22,071 22,071
    32,000.000 SHS FNMA POOL AS6675 19,512 19,512
    19,000.000 SHS FHLMC 30 YR GOLD G08747 16,257 16,257
    27,000.000 SHS FHLMC 30 YR GOLD G08600 8,156 8,156
    7,000.000 SHS FNMA POOL AL8238 3,872 3,872
    25,000.000 SHS FNMA POOL MA3026 21,876 21,876
    8,000.000 SHS FNMA POOL BM1066 5,848 5,848
    21,000.000 SHS FEDL NATL MORTGAGE ASSOCIATION 27,097 27,097
    7,000.000 SHS FNMA POOL MA3120 6,417 6,417
    3,000.000 SHS FNMA POOL AS8700 2,028 2,028
    2,000.000 SHS FNMA POOL AS9518 1,710 1,710
    2,000.000 SHS FNMA POOL MA3143 1,837 1,837
    4,000.000 SHS FNMA POOL MA3149 3,561 3,561
    38,000.000 SHS FNMA POOL MA3148 34,760 34,760
    13,000.000 SHS FNMA POOL AS9994 10,260 10,260
    15,000.000 SHS FEDL NATL MTG ASSOC 10 YR MA1732 4,086 4,086
    31,000.000 SHS FNMA POOL MA2960 24,906 24,906
    20,000.000 SHS FNMA POOL MA3082 18,281 18,281
    3,000.000 SHS FNMA POOL MA3239 2,809 2,809
    6,000.000 SHS FNMA POOL BJ4916 5,720 5,720
    5,000.000 SHS FNMA POOL MA3442 4,910 4,910
    5,000.000 SHS FHLMC 30 YR GOLD G08741 4,242 4,242
    4,000.000 SHS FNMA POOL MA3466 3,941 3,941
    4,000.000 SHS FNMA POOL BH9277 3,807 3,807
    148,999.192 SHS METROPOLITAN WEST TOT RET BD FD 1,548,102 1,548,102

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Name of Stock End of Year Book Value End of Year Fair Market Value
    6,775.000 SHS VANGUARD MID-CAP VIPERS 936,169 936,169
    6,839.000 SHS VANGUARD SMALL-CAP VIPERS 902,680 902,680
    26,892.000 SHS VANGUARD FTSE DEVELOPED MKTS E 997,693 997,693
    37,348.704 SHS FRANKLIN FLOAT RATE DLY A-AD 314,476 314,476
    35,867.605 SHS EATON VANCE FLOATING RATE INST 311,689 311,689
    33,950.000 SHS ISHARES TRUST CURRENCY HEDGED MSCI EAFE ETF 886,129 886,129
    17,362.000 SHS ISHARES MSCI EMERGING MARKETS 678,160 678,160
    47,336.534 SHS VOYA GLOBAL REAL ESTATE I 642,830 642,830
    16,680.000 SHS VANGUARD DIVIDEND APPREC ETF 1,633,806 1,633,806
    14,673.000 SHS VANGUARD HIGH DIV YIELD ETF 1,144,347 1,144,347
    31,904.000 SHS SPDR S&P 500 ETF TRUST 8,019,244 8,019,244
    17,816.603 SHS OPPENHEIMER DEVELOP MKTS Y 669,726 669,726
    408.000 SHS INVESCO DB GOLD FUND 16,132 16,132
    8,273.000 SHS SPROTT PHYSICAL GOLD TRUST 85,295 85,295
    1,953.000 SHS SPDR GOLD TR GOLD SHS 236,801 236,801
    15,552.000 SHS ISHARES GOLDTRUST ETF 191,134 191,134
    239,729.516 SHS DOUBLELINE TOTAL RET BD I 2,497,982 2,497,982
    34,765.614 SHS MATTHEWS ASIA DIVIDEND INV 557,988 557,988
    37,620.000 SHS FIXED INCOME SHARES M MF 381,467 381,467
    38,040.000 SHS FIXED INCOME SHARES C MF 378,118 378,118
    64,163.869 SHS BLACKSTONE ALTERNATIVE MULTI 665,379 665,379
    18,093.836 SHS CLEARBRIDGE INTL GROWTH I 752,704 752,704
    173,599.008 SHS PUTNAM SHORT DURATION INCOME Y 1,741,198 1,741,198

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    US Government Securities - End of Year Book Value:

    281,813
    US Government Securities - End of Year Fair Market Value:

    281,813
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HEDGEPREMIER/RIDA LP FMV 1,251,681 1,251,681
    AURORA OFFSHORE FUND LTD. II FMV 1,236 1,236
    PINEHURST INSTITUTIONAL, LTD FMV 1,671,179 1,671,179
    MERIDIAN PERF PTRS LTD CL A FMV 135 135
    RIVERVIEW GLOBAL MACRO FUND (CAYMAN) LP PLACEMENT FMV 13,136 13,136

    TY 2018 LegalFeesSchedule
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,661 0   5,661


    TY 2018 OtherDecreasesSchedule
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Description Amount
    UNREALIZED LOSSES 2,513,327


    TY 2018 OtherExpensesSchedule
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 4,719 0   4,719
    COMPUTER EXPENSE 1,051 0   1,051
    OFFICE EXPENSE 1,608 0   1,608
    REPAIRS & MAINTENANCE 2,102 0   2,102
    EQUIPMENT RENTAL 527 0   527
    DUES & SUBSCRIPTIONS 105 0   105
    DEDUCTIONS FROM PARTNERSHIP INVESTMENTS 0 14,601   0


    TY 2018 OtherIncomeSchedule2
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME   148  
    OTHER INCOME FROM PARTNERSHIP INVESTMENTS   -3,856  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 71,540 71,540   0


    TY 2018 TaxesSchedule
    Name:
    GARY E MILGARD FAMILY FOUNDATION-
     
    SUNSHINE
    EIN:
    81-1315385
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 10,500 0   0
    FOREIGN TAXES 10,295 10,511   0
    STATE TAXES 716 0   716