2017-05-09T16:16:09-05:00 2016-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2015-10-01 061701305 HENRY M JACKSON ENDOWMENT HENR 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 LARA IGLITZIN EXECUTIVE DIRECTOR 2066828565 2017-04-20 1 JENNIFER BECKER HARRIS P00183358 4254544919 2017-04-20 2015 2021-01-29 14:40:06Z X LARA IGLITZIN 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 1587945 0 X WWW.HMJACKSON.ORG X 2002 WA THE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION. 12 12 0 12 0 0 0 0 0 0 918148 351263 0 0 918148 351263 313228 395650 0 0 0 0 0 0 3871 240070 204836 553298 600486 364850 -249223 13106241 13766752 163241 221150 12943000 13545602 SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. 0 0 455257 395650 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. 455257 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 1 1 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 1 0 1 0 0 0 0 0 0 0 0 0 X 12 12 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X JELENA JURKOVIC 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 HELEN H JACKSON CHAIR 1.00 1.00 X 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 176562 3597 TAMMY HELGESON CHIEF FINANCIAL OFFICER 3.00 5.00 X 0 0 0 0 176562 3597 0 0 1 0 GOLDMAN SACHS 719 2ND AVENUE SUITE 1300 SEATTLE WA 98104 INVESTMENT MANAGEMENT 120567 1 383591 383591 1204354 1236682 -32328 -32328 -32328 351263 0 0 351263 375650 375650 20000 20000 3680 3680 120567 120567 30436 23436 5478 1522 25 25 50128 36171 11608 2349 600486 455257 141358 3871 63296 31732 259882 138052 3805 13952 12739473 13545458 39785 37558 13106241 13766752 1491 0 161750 221150 163241 221150 X 2943000 3545602 10000000 10000000 12943000 13545602 13106241 13766752 X -249223 851232 593 X X 0 1 X 1 0 X X 1 HENRY M JACKSON FOUNDATION 521313011 7 1 455257 0 1 455257 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: $59,607 GRANTS PAID, WHICH MEET THE PURPOSE AND MISSION OF THE SUPPORTED ORGANIZATION, THE HENRY M. JACKSON FOUNDATION: $395,650 TOTAL: $455,257 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 13131447 26845 2303793 354024 497582 255147 14355332 0.30220 0.69750 0.00030 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 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING N/A 20000 0 0 0 0 0 0 20000 0 20000 RUSSIA AND NEIGHBORING STATES HISTORY EDUCATION & HUMAN RIGHTS ADVOCACY 20000 WIRE TRANSFER N/A N/A 1 0 1 0 0 0 0 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. PART I, LINE 3: THE ACCRUAL METHOD WAS USED IN ACCOUNTING FOR EXPENDITURES IN PARTS I AND II. SCHEDULE F, PART IV, QUESTION 1: FORM 926 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS IN IRC SEC. 6038(A)(1)(A). 1 UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 34550 N/A N/A JACKSON CULP RUSSIAN STUDIES FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 50000 N/A N/A JACKSON SCHOOL - HUMAN RIGHTS CONFERENCE IN WASH. DC UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 34550 N/A N/A JACKSON CULP CHINESE STUDIES FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 25000 N/A N/A JACKSON SCHOOL - MIGRATION & HUMAN RIGHTS CONFERENCE UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 34550 N/A N/A JACKSON SCHOOL PHD FELLOWSHIP NATIONAL BUREAU OF ASIAN RESEARCH 1414 NE 42ND STREET SUITE 300 SEATTLE WA 98105 911444105 501(C)(3) 25000 N/A N/A ALLIANCES WITH ASIA PACIFIC UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 15000 N/A N/A S.MUNRO SCHOLARSHIP 2015/2016 UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 15000 N/A N/A S.MUNRO SCHOLARSHIP 2016/2017 UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 7500 N/A N/A GSPA ENVIRONMENTAL FELLOW SUPPORT 2015/2016 UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENTAL 7500 N/A N/A GSPA ENVIRONMENTAL FELLOW SUPPORT 2016/2017 FREE RUSSIA FOUNDATION 1300 PENNSYLVANIA AVE NW SUITE 700 WASHINGTON DC 20004 472437810 501(C)(3) 22000 N/A N/A HUMAN RIGHTS & CIVIL SOCIETY CONFERENCE ENVIRONMENTAL & ENERGY STUDY INSTITUTE 1112 16TH STREET NW SUITE 300 WASHINGTON DC 20036 521268030 501(C)(3) 25000 N/A N/A INTERNATIONAL CLIMATE CHANGE IMPACT WOODROW WILSON CENTER 1300 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521067541 501(C)(3) 22500 N/A N/A CLIMATE CHANGE CONFERENCES NORTH CASCADES INSTITUTE 810 STATE ROUTE 20 SEDRO WOOLLEY WA 98284 911327775 501(C)(3) 10000 N/A N/A ENVIRONMENTAL LEADERSHIP SUMMIT KENNAN INSTITUTEWOODROW WILSON CENTER 1300 PENNSYLVANIA AVE NW WASHINGTON DC 20004 521067541 501(C)(3) 22500 N/A N/A CIVIL LIBERTIES CONFERENCE EDWARD M KENNEDY INSTITUTE 210 MORRISSEY BLVD BOSTON MA 02125 270963869 501(C)(3) 25000 N/A N/A YOUTH VOTE TOWN HALL & CIVIC ENGAGEMENT 8 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 176562 0 0 0 0 0 0 0 3597 0 180159 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 2016. 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 11 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 XI, LINE 9: RETURNED GRANT 593. 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