2022-07-22T14:50:49-05:00 2021-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2020-10-01 061701305 HENRY M JACKSON ENDOWMENT HENR 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 KATHRYN TERRY EXECUTIVE DIRECTOR 2066828565 2022-07-21 1 KATHRYN TERRY 999009999 JENNIFER BECKER HARRIS P00183358 4254544919 2022-07-18 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X X 0 X X 299089 299089 741047 3256522 741047 1040136 1040136 0 0 0 29873 12883 15065 61097 61097 0 36896 0 0 67013 0 67013 13993 0 14315 208872 73980 96393 15005814 539114 15214686 73980 635507 -14174550 966156 156967 223295 11339 9274304 0 0 3019997 0 0 16476 0 0 12702378 0 0 4165 199085 203250 0 X 2499128 0 10000000 0 12499128 0 12702378 0 12499128 -14174550 1675422 0 0 0 MARKETABLE SECURITIES 2019-10-01 2021-09-30 3256522 2515475 741047 741047 741047 13430 0 13430 0 13430 3200 0 10500 0 13700 263 7 0 7 0 0 0 0 0 0 0 1 0 1 1 1 WA 1 0 0 0 0 1 WWW.HMJACKSON.ORG KATHRYN TERRY 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 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 NONE 0 GOLDMAN SACHS & CO 719 2ND AVE 1300 SEATTLE WA 98104 INVESTMENT MANAGEMENT FEES 61097 0 0 13053749 122642 0 13176391 0 0 13176391 197646 12978745 648937 648937 13430 13430 635507 0 635507 0 635507 635507 0 635507 0 635507 635507 0 0 0 635507 0 0 0 635507 0 0 0 0 0 0 0 0 0 0 0 0 X HUMAN RIGHTS FIRST 75 BROAD STREET 31ST FLOOR NEW YORK NY 10004 PC REAUTHORIZING AND IMPLEMENTING THE GLOBAL MAGNITSKY HUMAN RIGHTS ACCOUNTABILITY ACT 35000 THE COUNCIL ON STRATEGIC RISKS 1025 CONNECTICUT AVE NW STE 1000 WASHINGTON DC 20036 PC ACCELERATING CLIMATE SECURITY PROGRESS 50000 FREEDOM HOUSE 1850 M ST NW FLOOR 11 WASHINGTON DC 20036 PC BRINGING ACCOUNTABILITY TO AUTHORITARIAN RULERS 34000 OUTRIGHT ACTION INTERNATIONAL 216 EAST 45TH STREET 17TH FLOOR NEW YORK NY 10017 PC TO SUPPORT LGBTQ MEMBERS IN MURMANSK REGION 6335 INTERNATIONAL RESCUE COMMITTEE 1200 S 192ND ST SUITE 101 SEATAC WA 98148 PC WELCOME TO WASHINGTON EMERGENCY FUND TO SUPPORT NEWLY-ARRIVED FAMILIES 4000 LEAGUE OF WOMEN VOTERS OF SNOHOMISH COUNTY 712 3RD ST SUITE B MUKILTEO WA 98275 PC DELTA NEIGHBORHOOD TREE PLANTING PROJECT 4000 WILSON CENTER WOODROW WILSON PLAZA 1300 PENNSYLVA IA AVE NW WASHINGTON DC 20004 PC TO SUPPORT THE PROGRAM, ACCELERATING LESSONS LEARNED FROM STATE-LEVEL CLIMATE AND ENVIRONMENTAL POLICIES FOR US CLIMATE ACTION 25000 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 26000 WASHINGTON COMMUNITY ACTION NETWORK 1806 EAST YESLER WAY SEATTLE WA 98122 PC FIRELANDS WORKERS UNITED 5000 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. 7500 GLACIER PEAK INSTITUTE 1405 EMENS AVE N DARRINGTON WA 98241 PC GENERAL OPERATING SUPPORT 4000 SOUND SALMON SOLUTIONS 712 3RD ST SUITE B MUKILTEO WA 98275 PC GENERAL OPERATING SUPPORT 4000 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 30000 MILLENNIAL ACTION PROJECT 1701 RHODE ISLAND AVE NW WASHINGTON DC 20036 PC TO SUPPORT LEADERSHIP DEVELOPMENT CURRICULUM 5000 THE SERVICE BOARD 5290 RAINIER AVENUE S SEATTLE WA 98118 PC TO SUPPORT THE 2021 M.Y (MORE YOUTH) VOICE! CIVIC ENGAGEMENT WORKSHIP SERIES 5000 PROJECT GIRL MENTORING PROGRAM 4114 198TH ST SW STE 1 LYNNWOOD WA 98036 PC TO SUPPORT THE 2021 LEVEL UP SCHOLARSHIP PROGRAM 4000 LEADERSHIP LAUNCH PO BOX 653 MUKILTEO WA 98275 PC TO SUPPORT THE SCHOOL YEAR'S COHORT 4000 UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98195 GOV JACKSON CULP CHINESE STUDIES FELLOWSHIP 40663 UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98195 GOV JACKSON CULP RUSSIAN STUDIES FELLOWSHIP 40663 UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98195 GOV JACKSON CENTER FOR HUMAN RIGHTS GRANT 24596 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE BOX 359505 SEATTLE WA 98195 GOV ADVANCING HUMAN RIGHTS AT HOME 25000 UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98195 GOV JACKSON SCHOOL OF INTL. STUDIES DOCTORAL FELLOWSHIP 40663 UNIVERSITY OF WASHINGTON BOX 353055 SEATTLE WA 98195 GOV EVANS SCHOOL FELLOWSHIP IN ENVIRONMENTAL POLICY AND NATURAL RESOURCE MANAGEMENT 12500 UNIVERSITY OF WASHINGTON CENTER FOR EXPERIENTIAL LEARNING AND DIVERSITY 171 MARY GATES HALL BOX 352803 SEATTLE WA 98195 GOV JACKSON MUNRO PUBLIC SERVICE FELLOWSHIP 15000 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. 14700479 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. -14613285 539114 0 14 299089 18 741047 0 1040136 0 1040136 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 29873 12883 15065 HENRY M JACKSON FOUNDATION 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 CASH - $249,842; MARKETABLE SECURITIES - $14,531,262, OTHER ASSETS AND LIABILITIES - ($80,625) 14700479 HENRY M JACKSON FOUNDATION 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 2021-09-30 14700479 MERGER OF ASSETS TO HENRY M. JACKSON FOUNDATION FOR THE IDENTICAL CHARITABLE PURPOSES AS HENRY M. JACKSON FOUNDATION ENDOWMENT. NONE REPORT NOT DUE YET 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. DIVIDENDS RECEVIABLE 16476 0 0 PROGRAM EXPENSES 5000 0 5000 TELEPHONE 2520 0 2520 SUPPLIES & EQUIPMENT 6283 0 6605 BANK CHARGES 190 0 190 UNREALIZED GAINS ON INVESTMENTS 1675422 INVESTMENT MANAGEMENT FEES 61097 61097 0 EXCISE TAXES 36896 0 0