BETA

HENRY M JACKSON ENDOWMENT: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HENRY M JACKSON ENDOWMENT (EIN 06-1701305)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-08-10
IRS object ID
202112229349301011
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-10T13:01:16-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061701305EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENRY M JACKSON ENDOWMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENRBusinessNameControlTxt
Phone2066828565PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE NO 1450AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHRYN TERRYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2066828565PhoneNum
Signature2021-08-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2021-08-09PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHRYN TERRYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE NO 1450AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,172,866GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HMJACKSON.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTHE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$439,131PYInvestmentIncomeAmt
CY Investment Income$338,565CYInvestmentIncomeAmt
PY Other Revenue$248PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$439,379PYTotalRevenueAmt
CY Total Revenue$338,565CYTotalRevenueAmt
PY Grants And Similar Paid$439,900PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$307,585CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$36,236CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,324CYTotalFundraisingExpenseAmt
PY Other Expenses$349,550PYOtherExpensesAmt
CY Other Expenses$232,070CYOtherExpensesAmt
PY Total Expenses$789,450PYTotalExpensesAmt
CY Total Expenses$575,891CYTotalExpensesAmt
PY Revenues Less Expenses-$350,071PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$237,326CYRevenuesLessExpensesAmt
Total Assets BOY$12,602,340TotalAssetsBOYAmt
Total Assets EOY$12,702,378TotalAssetsEOYAmt
Total Liabilities BOY$251,207TotalLiabilitiesBOYAmt
Total Liabilities EOY$203,250TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,351,133NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,499,128NetAssetsOrFundBalancesEOYAmt
MissionSUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$394,994ExpenseAmt
Grant$307,585GrantAmt
DescTHE HENRY M. JACKSON ENDOWMENT AWARDS GRANTS TO NONPROFIT ORGANIZATIONS ALONG WITH PUBLIC AND PRIVATE EDUCATIONAL INSTITUTIONS IN THE UNITED STATES AND ABROAD. THESE GRANTS CARRY FORWARD THE LIFELONG INTEREST OF SENATOR HENRY M. JACKSON IN EDUCATIONAL PROGRAMS RELATING TO INTERNATIONAL AFFAIRS, PUBLIC SERVICES, AND THE ENVIRONMENT. THE ENDOWMENT SUPPORTS THE GOALS AND OBJECTIVES OF THE HENRY M. JACKSON FOUNDATION.Desc
Total Program Service Expenses$394,994TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHRYN TERRYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2066828565PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 FIFTH AVENUE NO 1450AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
LARA IGLITZIN
EXECUTIVE DIRECTOR (THRU 7/31/19)5.0035.00Yes (X)$0$165,148$2,450
CAROL VIPPERMAN
INTERIM EXEC. DIRECTOR (THRU 1/20)5.0035.00$0$88,656$300Yes (X)
TAMMY HELGESON
CONSULTING CFO (THRU 9/10/20)2.006.00$37,168$0$0Yes (X)
CRAIG GANNETT
PRESIDENT1.005.00$0$0$0Yes (X)Yes (X)
LINDA MASON WILGIS
VICE PRESIDENT1.001.00$0$0$0Yes (X)Yes (X)
DAVID ROSTOV
TREASURER1.001.00$0$0$0Yes (X)Yes (X)
JOEL MERKEL
SECRETARY1.001.00$0$0$0Yes (X)Yes (X)
CHUCK BLUMENFELD
COUNSEL1.000.50$0$0$0Yes (X)Yes (X)
CAROL HARRIS
DIRECTOR0.500.50$0$0$0Yes (X)
ANNA MARIE LAURENCE
DIRECTOR0.501.00$0$0$0Yes (X)
KATHRYN TERRY
EXECUTIVE DIRECTOR (FROM 1/27/20)5.0035.00$0$0$0Yes (X)
LEAH SCOTT
CONSULTING CFO (FROM 9/10/20)2.006.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$37,168TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$253,804TotReportableCompRltdOrgAmt
Total Other Compensation$2,750TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$367,860TotalRevenueColumnAmt
Exclusion$367,860ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,805,006SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,834,301SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$29,295SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$29,295TotalRevenueColumnAmt
Exclusion-$29,295ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$338,565TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$338,565ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$307,585TotalAmt
Program Services$307,585ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$36,236TotalAmt
Program Services$27,312ProgramServicesAmt
Management And General$7,150ManagementAndGeneralAmt
Fundraising$1,774FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,966TotalAmt
Management And General$8,966ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$96,021TotalAmt
Management And General$96,021ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$47,322TotalAmt
Management And General$47,322ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,701TotalAmt
Program Services$2,082ProgramServicesAmt
Management And General$484ManagementAndGeneralAmt
Fundraising$135FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,279TotalAmt
Program Services$4,496ProgramServicesAmt
Management And General$613ManagementAndGeneralAmt
Fundraising$170FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$68,243TotalAmt
Program Services$49,981ProgramServicesAmt
Management And General$15,017ManagementAndGeneralAmt
Fundraising$3,245FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescNEWSLETTER/PUBLICATIONSDesc
Total$2,857TotalAmt
Program Services$2,857ProgramServicesAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$681TotalAmt
Program Services$681ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$575,891TotalAmt
Program Services$394,994ProgramServicesAmt
Management And General$175,573ManagementAndGeneralAmt
Fundraising$5,324FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$190,410BOYAmt
EOY$156,967EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$283,841BOYAmt
EOY$223,295EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,724BOYAmt
EOY$11,339EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$12,103,862BOYAmt
EOY$12,294,301EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$18,503BOYAmt
EOY$16,476EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,602,340BOYAmt
EOY$12,702,378EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$22,917BOYAmt
EOY$4,165EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$228,290BOYAmt
EOY$199,085EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$251,207BOYAmt
EOY$203,250EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,351,133BOYAmt
EOY$2,499,128EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,000,000BOYAmt
EOY$10,000,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,351,133BOYAmt
EOY$12,499,128EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,602,340BOYAmt
EOY$12,702,378EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$237,326ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$385,321NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HENRY M JACKSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN521313011EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$394,994SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$394,994SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART 1, LINE 12G, COLUMN (V):EXPENSES PAID TO BENEFIT THE HENRY M. JACKSON FOUNDATION: $ 87,409 OTHER GRANTS PAID, WHICH MEET THE PURPOSE AND MISSION OF THE SUPPORTED ORGANIZATION, THE HENRY M. JACKSON FOUNDATION: $ 307,585 TOTAL: $394,994
PART IV, SECTION A, LINE 6:THE HENRY M. JACKSON ENDOWMENT MAKES GRANTS TO ORGANIZATIONS OTHER THAN THE HENRY M. JACKSON FOUNDATION, ITS NAMED SUPPORTED ORGANIZATION. THE HENRY M. JACKSON ENDOWMENT CONDUCTS ITS ACTIVITIES FOR THE BENEFIT OF AND IN FURTHERANCE OF THE CHARITABLE PURPOSES OF ITS NAMED SUPPORTED ORGANIZATION INCLUDING MAKING GRANTS TO ORGANIZATIONS SUPPORTED BY HENRY M. JACKSON FOUNDATION. UNDER THE DIRECTION AND CONTROL OF THE SUPPORTED ORGANIZATION, HENRY M. JACKSON ENDOWMENT MAKES GRANTS IN FURTHERANCE OF THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE.

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,721,213BeginningYearBalanceAmt
Contributions$18,363ContributionsAmt
Investment Earnings Or Losses$800,369InvestmentEarningsOrLossesAmt
Grants Or Scholarships$284,085GrantsOrScholarshipsAmt
Other Expenditures$493,984OtherExpendituresAmt
Administrative Expenses$225,852AdministrativeExpensesAmt
End Year Balance$14,536,024EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,583,794BeginningYearBalanceAmt
Contributions$110,640ContributionsAmt
Investment Earnings Or Losses$412,297InvestmentEarningsOrLossesAmt
Grants Or Scholarships$463,900GrantsOrScholarshipsAmt
Other Expenditures$600,704OtherExpendituresAmt
Administrative Expenses$320,914AdministrativeExpensesAmt
End Year Balance$14,721,213EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,577,626BeginningYearBalanceAmt
Contributions$16,572ContributionsAmt
Investment Earnings Or Losses$1,245,448InvestmentEarningsOrLossesAmt
Grants Or Scholarships$482,285GrantsOrScholarshipsAmt
Other Expenditures$583,509OtherExpendituresAmt
Administrative Expenses$190,058AdministrativeExpensesAmt
End Year Balance$15,583,794EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,512,003BeginningYearBalanceAmt
Contributions$481,602ContributionsAmt
Investment Earnings Or Losses$1,767,838InvestmentEarningsOrLossesAmt
Grants Or Scholarships$417,545GrantsOrScholarshipsAmt
Other Expenditures$592,107OtherExpendituresAmt
Administrative Expenses$174,165AdministrativeExpensesAmt
End Year Balance$15,577,626EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,362,536BeginningYearBalanceAmt
Contributions$37,172ContributionsAmt
Investment Earnings Or Losses$1,349,558InvestmentEarningsOrLossesAmt
Grants Or Scholarships$416,650GrantsOrScholarshipsAmt
Other Expenditures$533,390OtherExpendituresAmt
Administrative Expenses$287,223AdministrativeExpensesAmt
End Year Balance$14,512,003EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.30250BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.69750PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT FUNDS ARE PERMANENTLY RESTRICTED BY THE DONOR AND ARE HELD FOR INVESTMENT. EARNINGS FROM THE $10,000,000 ARE UNRESTRICTED AND MAY BE USED BY THE HENRY M. JACKSON ENDOWMENT TO SUPPORT OPERATIONS.
PART X, LINE 2:THE ORGANIZATION HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) AS TO ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE ORGANIZATION CONTINUES TO FULFILL THE REQUIREMENTS OF A TAX-EXEMPT ORGANIZATION. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAX HAS BEEN PROVIDED FOR IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES INCOME TAX RETURNS WITH THE U.S. GOVERNMENT. THE ORGANIZATION MAY BE SUBJECT TO INCOME TAX EXAMINATIONS FOR THE CURRENT YEAR AND CERTAIN PRIOR YEARS BASED ON THE APPLICABLE LAWS AND REGULATIONS.
SCHEDULE D, PART V: ENDOWMENT FUNDSTHE AMOUNTS REPORTED ON PART V REPRESENT THE COMBINED TOTALS OF HENRY M. JACKSON ENDOWMENT AND ITS RELATED ORGANIZATION, HENRY M. JACKSON FOUNDATION.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
THE COUNCIL ON STRATEGIC RISKS
1025 CONNECTICUT AVE NW STE 1000WASHINGTONDC20036823106472501(C)(3)$50,000ADVANCING A CLIMATE SECURITY PLAN FOR AMERICA IN 2020
UNIVERSITY OF WASHINGTON
BOX 353650SEATTLEWA98105943079432GOVERNMENTAL$50,000ADVANCING HUMAN RIGHTS AT HOME
COMMUNITY FOUNDATION OF SNOHOMISH COUNTY
2823 ROCKEFELLER AVEEVERETTWA98201943188703501(C)(3)$5,000CORONAVIRUS RESPONSE FUND
LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW
1500 K ST NW STE 900WASHINGTONDC20005520799246501(C)(3)$5,000ELECTION PROTECTION FUND
UNIVERSITY OF WASHINGTON
BOX 353650SEATTLEWA98105943079432GOVERNMENTAL$40,663JACKSON CULP CHINESE STUDIES FELLOWSHIP
UNIVERSITY OF WASHINGTON
BOX 353650SEATTLEWA98105943079432GOVERNMENTAL$40,663JACKSON CULP RUSSION STUDIES FELLOWSHIP
UNIVERSITY OF WASHINGTON
BOX 353650SEATTLEWA98105943079432GOVERNMENTAL$24,596JACKSON CHR GRANT
UNIVERSITY OF WASHINGTON
BOX 353650SEATTLEWA98105943079432GOVERNMENTAL$40,663JACKSON SCHOOL PHD FELLOWSHIP
UNIVERSITY OF WASHINGTON
BOX 353650SEATTLEWA98105943079432GOVERNMENTAL$12,500EVANS SCHOOL FELLOWSHIP
UNIVERSITY OF WASHINGTON
BOX 353650SEATTLEWA98105943079432GOVERNMENTAL$15,000STERLING MUNROE SCHOLARSHIP
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:GRANT AGREEMENTS INCLUDE A REQUIREMENT TO REPORT BACK TO THE HENRY M. JACKSON ENDOWMENT ON THE USE OF GRANT FUNDS. REPORTING IS DONE ON AN ANNUAL BASIS UNLESS OTHERWISE STIPULATED. GRANT REPORTS (FROM GRANTEES) ARE REVIEWED, MONITORED AND DISCUSSED WITH GRANTEES IF DEEMED NECESSARY. REVIEW IS DONE BY A STAFF PROGRAM OFFICER AND, UPON OCCASION, BY THE EXECUTIVE DIRECTOR.
SCHEDULE I, PART II: GRANTS TO DOMESTIC ORGANIZATIONSGRANTS REPORTED ON SCHEDULE I, PART II ARE REPORTED ON THE CASH BASIS OF ACCOUNTING.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLARA IGLITZINPersonNm
TitleEXECUTIVE DIRECTOR (THRU 7/31/19)TitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$96,649CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$10,000BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$58,499OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$2,450NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$167,598TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4ALARA IGLITZIN RECEIVED SEVERANCE PAY OF $40,000 IN 2019, PAID BY HENRY M. JACKSON FOUNDATION, A RELATED ORGANIZATION.
SCHEDULE J, PART I:THE ORGANIZATION RELIED ON THE COMPENSATION AS DETERMINED BY THE RELATED ORGANIZATION, HENRY M. JACKSON FOUNDATION. COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. ANY ADJUSTMENTS TO SALARIES MUST BE VOTED ON AND APPROVED BY THE EXECUTIVE COMMITTEE.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6:THE BOARD OF GOVERNORS IS COMPRISED OF VOLUNTEERS, 7 INDIVIDUALS SERVED THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW BEFORE SUBMITTAL.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, AT THE BOARD OF DIRECTORS MEETING, ALL OFFICERS ARE REQUIRED TO SIGN A NEW CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS. THE ENDOWMENT MAINTAINS, ON FILE, THE SIGNED COPIES FROM THE BOARD MEMBERS. GUIDELINES ARE DISCUSSED AT THAT MEETING AND ALL BOARD MEMBERS ARE MADE AWARE OF THE IMPORTANCE OF THIS POLICY. THE BOARD OFFICERS DETERMINE WHETHER A CONFLICT EXISTS. IF A CONFLICT ARISES, THE CONFLICTED BOARD MEMBER RECUSES HIMSELF/HERSELF FROM VOTING ON THE MATTER.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION MAKES ITS FINANCIAL REPORTS AND TAX RETURNS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2B & PART IV, LINE 12B:HENRY M. JACKSON ENDOWMENT IS CONSOLIDATED WITH HENRY M. JACKSON FOUNDATION (A IRC SEC. 509(A)(1) PUBLIC CHARITY) FOR AUDITED FINANCIAL STATEMENT PURPOSES. BOTH THE ENDOWMENT AND THE FOUNDATION SUPPORT THE MISSION OF THE FOUNDATION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1HENRY M JACKSON FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 5TH AVE SUITE 1450AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
EIN521313011EIN
Primary ActivitiesSUPPORT EDUCATIONAL PROGRAMSPrimaryActivitiesTxt
Legal Domicile StateDCLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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