2021-08-10T13:01:16-05:00 2020-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2019-10-01 061701305 HENRY M JACKSON ENDOWMENT HENR 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 KATHRYN TERRY EXECUTIVE DIRECTOR 2066828565 2021-08-09 1 JENNIFER BECKER HARRIS P00183358 4254544919 2021-08-09 2019 2022-09-23 18:48:47Z KATHRYN TERRY 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 2172866 0 X WWW.HMJACKSON.ORG X 2002 WA THE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION. 7 7 0 7 0 0 0 0 0 0 439131 338565 248 0 439379 338565 439900 307585 0 0 0 36236 0 0 5324 349550 232070 789450 575891 -350071 -237326 12602340 12702378 251207 203250 12351133 12499128 SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. 0 0 394994 307585 THE 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. 394994 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X KATHRYN TERRY 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 LARA IGLITZIN EXECUTIVE DIRECTOR (THRU 7/31/19) 5.00 35.00 X 0 165148 2450 CAROL VIPPERMAN INTERIM EXEC. DIRECTOR (THRU 1/20) 5.00 35.00 X 0 88656 300 TAMMY HELGESON CONSULTING CFO (THRU 9/10/20) 2.00 6.00 X 37168 0 0 CRAIG GANNETT PRESIDENT 1.00 5.00 X X 0 0 0 LINDA MASON WILGIS VICE PRESIDENT 1.00 1.00 X X 0 0 0 DAVID ROSTOV TREASURER 1.00 1.00 X X 0 0 0 JOEL MERKEL SECRETARY 1.00 1.00 X X 0 0 0 CHUCK BLUMENFELD COUNSEL 1.00 0.50 X X 0 0 0 CAROL HARRIS DIRECTOR 0.50 0.50 X 0 0 0 ANNA MARIE LAURENCE DIRECTOR 0.50 1.00 X 0 0 0 KATHRYN TERRY EXECUTIVE DIRECTOR (FROM 1/27/20) 5.00 35.00 X 0 0 0 LEAH SCOTT CONSULTING CFO (FROM 9/10/20) 2.00 6.00 X 0 0 0 37168 253804 2750 0 1 1 0 0 367860 367860 1805006 1834301 -29295 -29295 -29295 338565 0 0 338565 307585 307585 36236 27312 7150 1774 8966 8966 96021 96021 47322 47322 2701 2082 484 135 5279 4496 613 170 68243 49981 15017 3245 NEWSLETTER/PUBLICATIONS 2857 2857 681 681 575891 394994 175573 5324 190410 156967 283841 223295 5724 11339 12103862 12294301 18503 16476 12602340 12702378 22917 4165 228290 199085 251207 203250 X 2351133 2499128 10000000 10000000 12351133 12499128 12602340 12702378 -237326 385321 0 X X 0 1 X 1 0 X X 1 HENRY M JACKSON FOUNDATION 521313011 7 1 394994 0 1 394994 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 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. 14721213 18363 800369 284085 493984 225852 14536024 15583794 110640 412297 463900 600704 320914 14721213 15577626 16572 1245448 482285 583509 190058 15583794 14512003 481602 1767838 417545 592107 174165 15577626 14362536 37172 1349558 416650 533390 287223 14512003 0.30250 0.69750 0.00000 0 0 0 X 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 FUNDS THE AMOUNTS REPORTED ON PART V REPRESENT THE COMBINED TOTALS OF HENRY M. JACKSON ENDOWMENT AND ITS RELATED ORGANIZATION, HENRY M. JACKSON FOUNDATION. 1 THE COUNCIL ON STRATEGIC RISKS 1025 CONNECTICUT AVE NW STE 1000 WASHINGTON DC 20036 823106472 501(C)(3) 50000 ADVANCING A CLIMATE SECURITY PLAN FOR AMERICA IN 2020 UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 50000 ADVANCING HUMAN RIGHTS AT HOME COMMUNITY FOUNDATION OF SNOHOMISH COUNTY 2823 ROCKEFELLER AVE EVERETT WA 98201 943188703 501(C)(3) 5000 CORONAVIRUS RESPONSE FUND LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAW 1500 K ST NW STE 900 WASHINGTON DC 20005 520799246 501(C)(3) 5000 ELECTION PROTECTION FUND UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 40663 JACKSON CULP CHINESE STUDIES FELLOWSHIP UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 40663 JACKSON CULP RUSSION STUDIES FELLOWSHIP UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 24596 JACKSON CHR GRANT UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 40663 JACKSON SCHOOL PHD FELLOWSHIP UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 12500 EVANS SCHOOL FELLOWSHIP UNIVERSITY OF WASHINGTON BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 15000 STERLING MUNROE SCHOLARSHIP 4 0 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 ORGANIZATIONS GRANTS REPORTED ON SCHEDULE I, PART II ARE REPORTED ON THE CASH BASIS OF ACCOUNTING. 1 0 0 0 0 0 0 0 0 LARA IGLITZIN EXECUTIVE DIRECTOR (THRU 7/31/19) 0 96649 0 10000 0 58499 0 0 0 2450 0 167598 0 0 PART I, LINE 4A LARA 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. 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 11B THE FORM 990 IS PROVIDED TO THE FULL BOARD FOR REVIEW BEFORE SUBMITTAL. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, 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 19 THE 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. HENRY M JACKSON FOUNDATION 1200 5TH AVE SUITE 1450 SEATTLE WA 98101 521313011 SUPPORT EDUCATIONAL PROGRAMS DC 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0