HENRY M JACKSON ENDOWMENT: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HENRY M JACKSON ENDOWMENT (EIN 06-1701305)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-07-22
- IRS object ID
- 202212039349100011
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Liquidation Explanation Stmt
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-22T14:50:49-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061701305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 2066828565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE NO 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN TERRY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2066828565 | PhoneNum |
| Signature | 2022-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYN | PersonFirstNm |
| Person Last | TERRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2022-07-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $299,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $299,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $741,047 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,256,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $741,047 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,040,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,040,136 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,873 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,883 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,065 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,097 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36,896 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $67,013 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $67,013 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,993 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96,393 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,005,814 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $539,114 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,214,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $635,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,174,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $966,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,967 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $223,295 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $11,339 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $9,274,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,019,997 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $16,476 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,702,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,165 | AccountsPayableBOYAmt |
| Grants Payable BOY | $199,085 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $203,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,499,128 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $10,000,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,499,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,702,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,499,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,174,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,675,422 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MARKETABLE SECURITIES | PropertyDesc |
| Acquired | 2019-10-01 | AcquiredDt |
| Sold | 2021-09-30 | SoldDt |
| Gross Sales Price | $3,256,522 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,515,475 | CostOrOtherBasisAmt |
| Gain Or Loss | $741,047 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $741,047 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $741,047 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $263 | EsPenaltyAmt |
| Overpayment | $7 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $7 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HMJACKSON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN TERRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066828565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE NO 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHRYN TERRY | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | EXECUTIVE DIRECTOR | 5.00 | $0 | $0 | $0 |
| CRAIG GANNET | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LINDA MASON WILGIS | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOEL MERKEL | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DAVID ROSTOV | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | TREASURER | 1.00 | $0 | $0 | $0 |
| CHARLES BLUMENFELD | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | GENERAL COUNSEL | 1.00 | $0 | $0 | $0 |
| CAROL HARRIS | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANNA MARIE LAURENCE | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 2ND AVE 1300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $61,097 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,053,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,642 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,176,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,176,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,978,745 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $648,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $648,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,430 | TotalTaxAmt |
| Distributable Before Adj | $635,507 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $635,507 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $635,507 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $635,507 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $635,507 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $635,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $635,507 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $635,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $635,507 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| HUMAN RIGHTS FIRST | |||||||
| 75 BROAD STREET 31ST FLOOR | NEW YORK | NY | 10004 | PC | REAUTHORIZING AND IMPLEMENTING THE GLOBAL MAGNITSKY HUMAN RIGHTS ACCOUNTABILITY ACT | $35,000 | |
| THE COUNCIL ON STRATEGIC RISKS | |||||||
| 1025 CONNECTICUT AVE NW STE 1000 | WASHINGTON | DC | 20036 | PC | ACCELERATING CLIMATE SECURITY PROGRESS | $50,000 | |
| FREEDOM HOUSE | |||||||
| 1850 M ST NW FLOOR 11 | WASHINGTON | DC | 20036 | PC | BRINGING ACCOUNTABILITY TO AUTHORITARIAN RULERS | $34,000 | |
| OUTRIGHT ACTION INTERNATIONAL | |||||||
| 216 EAST 45TH STREET 17TH FLOOR | NEW YORK | NY | 10017 | PC | TO SUPPORT LGBTQ MEMBERS IN MURMANSK REGION | $6,335 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 1200 S 192ND ST SUITE 101 | SEATAC | WA | 98148 | PC | WELCOME TO WASHINGTON EMERGENCY FUND TO SUPPORT NEWLY-ARRIVED FAMILIES | $4,000 | |
| LEAGUE OF WOMEN VOTERS OF SNOHOMISH COUNTY | |||||||
| 712 3RD ST SUITE B | MUKILTEO | WA | 98275 | PC | DELTA NEIGHBORHOOD TREE PLANTING PROJECT | $4,000 | |
| WILSON CENTER | |||||||
| WOODROW WILSON PLAZA 1300 PENNSYLVA | WASHINGTON | DC | 20004 | PC | TO SUPPORT THE PROGRAM, ACCELERATING LESSONS LEARNED FROM STATE-LEVEL CLIMATE AND ENVIRONMENTAL POLICIES FOR US CLIMATE ACTION | $25,000 | IA AVE NW |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | |||||||
| 1020 19TH STREET NW STE 650 | WASHINGTON | DC | 20036 | PC | TO SUPPORT THE PROGRAM, CONGRESS, CLIMATE DIPLOMACY, AND THE 2021 UNITED NATIONS CLIMATE CHANGE CONFERENCE | $26,000 | |
| WASHINGTON COMMUNITY ACTION NETWORK | |||||||
| 1806 EAST YESLER WAY | SEATTLE | WA | 98122 | PC | FIRELANDS WORKERS UNITED | $5,000 | |
| NORTH CASCADES INSTITUTE | |||||||
| 810 STATE ROUTE 20 | SEDRO WOLLEY | WA | 98284 | PC | SCHOLARSHIPS FOR HIGH SCHOOL STUDENTS FROM MILITARY FAMILIES TO PARTICIPATE IN YLA IN 2022 AND FOR SCHOLARSHIPS TOWARD WFR TRAINING FOR STAFF. | $7,500 | |
| GLACIER PEAK INSTITUTE | |||||||
| 1405 EMENS AVE N | DARRINGTON | WA | 98241 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| SOUND SALMON SOLUTIONS | |||||||
| 712 3RD ST SUITE B | MUKILTEO | WA | 98275 | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 353055 | SEATTLE | WA | 98195 | GOV | EVANS SCHOOL OF PUBLIC POLICY AND GOVERANCE, TO SUPPORT THE PROGRAM, LAUNCHING THE JUNIOR SUMMER INSTITUTE | $30,000 | |
| MILLENNIAL ACTION PROJECT | |||||||
| 1701 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | PC | TO SUPPORT LEADERSHIP DEVELOPMENT CURRICULUM | $5,000 | |
| THE SERVICE BOARD | |||||||
| 5290 RAINIER AVENUE S | SEATTLE | WA | 98118 | PC | TO SUPPORT THE 2021 M.Y (MORE YOUTH) VOICE! CIVIC ENGAGEMENT WORKSHIP SERIES | $5,000 | |
| PROJECT GIRL MENTORING PROGRAM | |||||||
| 4114 198TH ST SW STE 1 | LYNNWOOD | WA | 98036 | PC | TO SUPPORT THE 2021 LEVEL UP SCHOLARSHIP PROGRAM | $4,000 | |
| LEADERSHIP LAUNCH | |||||||
| PO BOX 653 | MUKILTEO | WA | 98275 | PC | TO SUPPORT THE SCHOOL YEAR'S COHORT | $4,000 | |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 353650 | SEATTLE | WA | 98195 | GOV | JACKSON CULP CHINESE STUDIES FELLOWSHIP | $40,663 | |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 353650 | SEATTLE | WA | 98195 | GOV | JACKSON CULP RUSSIAN STUDIES FELLOWSHIP | $40,663 | |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 353650 | SEATTLE | WA | 98195 | GOV | JACKSON CENTER FOR HUMAN RIGHTS GRANT | $24,596 | |
| UNIVERSITY OF WASHINGTON | |||||||
| 4333 BROOKLYN AVE NE BOX 359505 | SEATTLE | WA | 98195 | GOV | ADVANCING HUMAN RIGHTS AT HOME | $25,000 | |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 353650 | SEATTLE | WA | 98195 | GOV | JACKSON SCHOOL OF INTL. STUDIES DOCTORAL FELLOWSHIP | $40,663 | |
| UNIVERSITY OF WASHINGTON | |||||||
| BOX 353055 | SEATTLE | WA | 98195 | GOV | EVANS SCHOOL FELLOWSHIP IN ENVIRONMENTAL POLICY AND NATURAL RESOURCE MANAGEMENT | $12,500 | |
| UNIVERSITY OF WASHINGTON CENTER FOR EXPERIENTIAL LEARNING AND DIVERSITY | |||||||
| 171 MARY GATES HALL BOX 352803 | SEATTLE | WA | 98195 | GOV | JACKSON MUNRO PUBLIC SERVICE FELLOWSHIP | $15,000 | |
| HENRY M JACKSON FOUNDATION | |||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | PF | CASH - $249,842; MARKETABLE SECURITIES - $14,531,262, OTHER ASSETS AND LIABILITIES - ($80,625) BOOK VALUE OF CONTRIBUTED PROPERTY: $14,700,479 VALUATION METHOD: FAIR MARKET VALUE PURPOSE: MERGER OF ASSETS TO HENRY M. JACKSON FOUNDATION FOR THE IDENTICAL CHARITABLE PURPOSES AS HENRY M. JACKSON FOUNDATION ENDOWMENT. | $14,700,479 | |
| HENRY M JACKSON FOUNDATION | |||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | PF | PORTION OF GRANTS PAID TREATED AS DISTRIBUTION OF CORPUS UNDER TREAS. REG. 53.4942(A)-3. | -$14,613,285 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $539,114 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $299,089 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $741,047 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,040,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,040,136 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,873 | Amt |
| Net Investment Income | $12,883 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,065 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE SUITE 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH - $249,842; MARKETABLE SECURITIES - $14,531,262, OTHER ASSETS AND LIABILITIES - ($80,625) | ShortExplanationTxt |
| Dissolution | $14,700,479 | DissolutionAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE SUITE 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-09-30 | GrantDt |
| Grant | $14,700,479 | GrantAmt |
| Purpose Of Grant | MERGER OF ASSETS TO HENRY M. JACKSON FOUNDATION FOR THE IDENTICAL CHARITABLE PURPOSES AS HENRY M. JACKSON FOUNDATION ENDOWMENT. | PurposeOfGrantTxt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | REPORT NOT DUE YET | DatesOfReportsByGranteeTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | HENRY M. JACKSON ENDOWMENT MERGED INTO HENRY M. JACKSON FOUNDATION (EIN 52-1313011) EFFECTIVE SEPTEMBER 30, 2021. A COPY OF THE ARTICLES OF MERGER ARE ATTACHED TO THIS RETURN. | ExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEVIABLE | Desc |
| BOY Book Value | $16,476 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $5,000 | $0 | $5,000 |
| TELEPHONE | $2,520 | $0 | $2,520 |
| SUPPLIES & EQUIPMENT | $6,283 | $0 | $6,605 |
| BANK CHARGES | $190 | $0 | $190 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,675,422 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $61,097 | Amt |
| Net Investment Income | $61,097 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $36,896 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |