2018-02-13T14:29:12-06:00 2017-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2016-10-01 061701305 HENRY M JACKSON ENDOWMENT HENR 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 LARA IGLITZIN EXECUTIVE DIRECTOR 2066828565 2018-02-12 1 JENNIFER BECKER HARRIS P00183358 4254544919 2018-02-12 65.158.230.194 2018-02-12 15:45:33 PS P EE9472A6866F5D2CC65667176191C38BB98995E0 E84C8B0693DA92A08821FFD519737EBA88403786 2016 2021-01-29 14:40:06Z LARA IGLITZIN 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 9855248 0 X WWW.HMJACKSON.ORG X 2002 WA THE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION. 11 11 0 12 0 0 0 0 0 0 351263 2852952 0 49 351263 2853001 395650 397545 0 0 0 0 0 0 4010 204836 211274 600486 608819 -249223 2244182 13766752 14959738 221150 242992 13545602 14716746 SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. 0 0 459328 397545 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. 459328 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 X 11 11 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X GRETCHEN FRANKENSTEIN 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 HELEN H JACKSON CHAIRMAN EMERITUS 1.00 1.00 X 0 0 0 JOHN HEMPELMANN PRESIDENT 2.00 2.00 X X 0 0 0 CRAIG GANNETT VICE PRESIDENT 2.00 2.00 X X 0 0 0 LINDA MASON WILGIS VICE PRESIDENT 1.00 1.00 X X 0 0 0 DAVID ROSTOV TREASURER 2.00 2.00 X X 0 0 0 JOEL MERKEL SECRETARY 1.00 1.00 X X 0 0 0 CHARLES BLUMENFELD DIRECTOR 1.00 1.00 X 0 0 0 EILEEN GREVEY HILLSON DIRECTOR 1.00 1.00 X 0 0 0 CAROL HARRIS DIRECTOR 1.00 1.00 X 0 0 0 ANNA MARIE LAURENCE DIRECTOR 1.00 1.00 X 0 0 0 ANDREW D MUNRO DIRECTOR 1.00 1.00 X 0 0 0 SUSAN WICKWIRE DIRECTOR 1.00 1.00 X 0 0 0 LARA IGLITZIN EXECUTIVE DIRECTOR 5.00 35.00 X 0 178371 3403 TAMMY HELGESON CHIEF FINANCIAL OFFICER 3.00 5.00 X 0 0 0 0 178371 3403 0 0 1 0 GOLDMAN SACHS 719 2ND AVENUE SUITE 1300 SEATTLE WA 98104 INVESTMENT MANAGEMENT 119146 1 357942 357942 9497257 7002247 2495010 2495010 2495010 CLASS ACTION SETTLEMNT 900099 49 49 49 2853001 0 0 2853001 397545 397545 3680 3680 119146 119146 34053 26222 6128 1703 59 35 24 54336 35526 16503 2307 608819 459328 145481 4010 31732 92129 138052 295096 13952 5724 13545458 14547189 37558 19600 13766752 14959738 0 8447 221150 234545 221150 242992 X 3545602 4716746 10000000 10000000 13545602 14716746 13766752 14959738 2244182 -1073038 0 X X 0 1 X 1 0 X X 1 HENRY M JACKSON FOUNDATION 521313011 7 1 459328 0 1 459328 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 6: SCHEDULE A, PART 1, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID: EXPENSES PAID TO BENEFIT THE HENRY M. JACKSON FOUNDATION: $61,783 GRANTS PAID, WHICH MEET THE PURPOSE AND MISSION OF THE SUPPORTED ORGANIZATION, THE HENRY M. JACKSON FOUNDATION: $397,545 TOTAL: $459,328 14512003 481602 1767838 417545 592107 174165 15577626 14362536 37172 1349558 416650 533390 287223 14512003 15545372 108554 -162150 332800 506407 290033 14362536 15131784 141095 1617313 488530 547170 309120 15545372 14355332 140072 1830506 430398 479973 283755 15131784 0.34960 0.65040 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 HUMAN RIGHTS FIRST 805 - 15TH STREET NW SUITE 900 WASHINGTON DC 20005 133116646 501(C)(3) 30000 N/A N/A HUMAN RIGHTS CONFERENCE & SUPPORT SUSTAINABLE MARKETS FOUNDATION 45 WEST 36TH ST 6TH FLOOR NEW YORK NY 10018 134188834 501(C)(3) 18000 N/A N/A FISCAL SPONSOR FOR THE CENTER FOR CLIMATE & SECURITY STREET LAW INC 1010 WAYNE AVE SUITE 870 SILVER SPRING MD 20910 522015256 501(C)(3) 22000 N/A N/A WORKING STUDY TOUR INSTITUTE ON SCIENCE FOR GLOBAL POLICY 13630 E SAHUARO SUNSET RD TUCSON AZ 85749 453998749 501(C)(3) 10000 N/A N/A CLIMATE IMPACT ON NATIONAL SECURITY UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 12000 N/A N/A JACKSON SCHOOL - SCHLESINGER LECTURE NORTH CASCADES INSTITUTE 810 STATE ROUTE 20 SEDRO WOOLLEY WA 98284 911327775 501(C)(3) 6000 N/A N/A YOUTH LEADERSHIP ADVENTURES SUSTAINABLE MARKETS FOUNDATION 45 WEST 36TH ST 6TH FLOOR NEW YORK NY 10018 134188834 501(C)(3) 35000 N/A N/A FISCAL SPONSOR FOR THE CENTER FOR CLIMATE & SECURITY UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 30000 N/A N/A JACKSON SCHOOL - HUMAN RIGHTS CENTER UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 60000 N/A N/A JACKSON SCHOOL - STRATEGIC INITIATIVES NATIONAL BUREAU OF ASIAN RESEARCH 1414 NE 42ND ST STE 300 SEATTLE WA 98105 911444105 501(C)(3) 22000 N/A N/A CHINA-RUSSIA COOPERATION IN 21ST CENTURY NORTH CASCADES INSTITUTE 810 STATE ROUTE 20 SEDRO WOOLLEY WA 98284 911327775 501(C)(3) 10000 N/A N/A NW YOUTH ENVIRONMENTAL LEADERSHIP SUPPORT CITYCLUB SEATTLE 240 - 2ND AVE S SUITE 208 SEATTLE WA 98104 911148262 501(C)(3) 7500 N/A N/A CIVIC BOOT CAMP FOR MILLENNIALS AMPLIFIER 220 - 2ND AVE SOUTH SEATTLE WA 98104 471612420 501(C)(3) 7500 N/A N/A MY CLIMATE HERO PROJECT UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 35015 N/A N/A JACKSON CULP CHINESE STUDIES FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 35015 N/A N/A JACKSON CULP RUSSIAN STUDIES FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 35015 N/A N/A JACKSON SCHOOL DOCTORAL FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 7500 N/A N/A GSPA ENVIRONMENTAL FELLOW SUPPORT 2017/2018 UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 15000 N/A N/A S. MUNRO SCHOLARSHIP 2017/2018 9 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. 0 0 0 0 0 0 0 0 0 LARA IGLITZIN EXECUTIVE DIRECTOR 0 178371 0 0 0 0 0 0 0 3403 0 181774 0 0 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, 12 INDIVIDUALS SERVED THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION A, LINE 2 HELEN H. JACKSON AND ANNA MARIE LAURENCE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 TAMMY HELGESON FROM CFO SELECTIONS SERVED AS CFO FOR FISCAL YEAR 2017. HENRY M. JACKSON FOUNDATION PAID CFO SELECTIONS FOR THE SERVICES. TAMMY HELGESON'S COMPENSATION FROM CFO SELECTIONS IS UNAVAILABLE. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE PROVIDED WITH A COPY OF FORM 990, FIRST IN DRAFT FORM AND AGAIN ONCE THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE MEMBERS HAVE PERFORMED THEIR REVIEW AND THE RETURN IS FINALIZED FOR FILING. 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 EXECUTIVE COMMITTEE DETERMINES 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