HENRY M JACKSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HENRY M JACKSON FOUNDATION (EIN 52-1313011)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-04-17
- IRS object ID
- 202521079349100122
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-17T17:55:28-05:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521313011 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 2066828565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYN TERRY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2066828565 | PhoneNum |
| Signature | 2025-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CELIA DAVIS | PreparerPersonNm |
| PTIN | P01624691 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2025-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,393,602 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,156 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $369,035 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $368,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,119 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,529,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,119 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $432,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $407,656 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,864 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $166,864 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $210,050 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $210,252 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $64,529 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $64,520 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,513 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,318 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,274 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,851 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,458 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $102,978 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,575 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,316 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $72,416 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $72,416 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $52,075 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $52,075 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116,970 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $152,390 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $870,787 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,829 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $777,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $309,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,180,437 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,829 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,052,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$748,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $293,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $222,041 | CashBOYAmt |
| Cash EOY | $194,093 | CashEOYAmt |
| Cash EOYFMV | $194,093 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $829,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,017,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,017,428 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $13,377 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,950 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,950 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $10,011,697 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,841,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,841,332 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,623,128 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,980,147 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,980,147 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $134,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $156,226 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $156,226 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $65,932 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $41,426 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $28,822 | LandBOYAmt |
| Land EOY | $24,506 | LandEOYAmt |
| Land EOYFMV | $24,506 | LandEOYFMVAmt |
| Other Assets BOY | $206,191 | OtherAssetsBOYAmt |
| Other Assets EOY | $153,920 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $153,920 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,069,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,393,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,393,602 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $74,944 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $67,943 | AccountsPayableEOYAmt |
| Grants Payable BOY | $82,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $117,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $200,556 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $143,285 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $357,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $328,228 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $112,931 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $70,241 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $13,599,079 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $15,995,133 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,712,010 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,065,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,069,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,393,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,712,010 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$748,127 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,101,491 | OtherIncreasesAmt |
| Subtotal | $16,065,374 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,065,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MARKETABLE SECURITIES | 2022-10-01 | 2024-09-30 | $3,528,591 | $3,490,768 | $37,823 | $37,823 |
| CAPITAL GAIN DIVIDENDS | 2022-10-01 | 2024-09-30 | $1,296 | $1,296 | $1,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,119 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,281 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,281 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,197 | OverpaymentAmt |
| Applied To ES Tax | $1,197 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HMJACKSON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN TERRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066828565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHRYN TERRY | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | EXECUTIVE DIRECTOR | 40.00 | $166,864 | $15,218 | $0 |
| KIANA SCOTT | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | VP (THRU 12/23), PRESIDENT (FROM 1/24) | 5.00 | $0 | $0 | $0 |
| TOM BUGERT | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LINDA MASON WILGIS | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DAVID ROSTOV | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | TREASURER | 1.00 | $0 | $0 | $0 |
| ANNA MARIE LAURENCE | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOEL MERKEL | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | GENERAL COUNSEL | 1.00 | $0 | $0 | $0 |
| ALEX ADAMS | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| KEIKO BUDECH | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| BENJAMIN COOPER | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MICHELE FRIX | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| CRAIG GANNETT | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | PRES (THRU 12/23), MEMBER (FROM 1/24) | 0.50 | $0 | $0 | $0 |
| JOHN HEMPELMANN | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ANDREW MUNRO | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ALYSSA PATRICK | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MARIA DENNY | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| LARRY PHILLIPS | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| ANNIE THOMPSON | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| CAROL HARRIS | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| MICHAEL MAGE | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| KARLA GRAUE PRATT | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| GARY BAKER | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER (THRU 12/23) | 0.50 | $0 | $0 | $0 |
| CHUCK BLUMENFELD | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER (THRU 12/23) | 0.50 | $0 | $0 | $0 |
| MATTHEW COMBE | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER (THRU 12/23) | 0.50 | $0 | $0 | $0 |
| ELIZABETH MOLER | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER (THRU 12/23) | 0.50 | $0 | $0 | $0 |
| PRIYA SAXENA | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | BOARD MEMBER (THRU 5/24) | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MAURA SULLIVAN | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | PROGRAM OFFICER | 40.00 | $102,427 | $3,073 | $0 |
| CAROL VIPPERMAN | ||||||||
| 1200 FIFTH AVENUE SUITE 1450 | SEATTLE | WA | 98101 | SENIOR ADVISOR & PRO | 20.00 | $59,432 | $1,783 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 UNION STREET SUITE 3700 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $102,978 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE JACKSON LEADERSHIP FELLOWS PROGRAM IS AN ANNUAL PROGRAM WHERE INDIVIDUALS LEARN ABOUT THE JACKSON LEGACY. | Description1Txt |
| Expenses1 | $70,478 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,873,449 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,807 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,998,256 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,998,256 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,974 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,773,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $738,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $738,664 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,084 | TotalTaxAmt |
| Distributable Before Adj | $734,580 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $734,580 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $734,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,052,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,052,518 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $734,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $290,278 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $279,370 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $254,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $824,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,052,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $734,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $317,938 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,142,059 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,142,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $290,278 | ExcessFromYear3Amt |
| Excess From Year2 | $279,370 | ExcessFromYear2Amt |
| Excess From Year1 | $254,473 | ExcessFromYear1Amt |
| Excess From Current Year | $317,938 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MAURA SULLIVAN PROGRAM OFFICER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE SUITE 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2066828565 | RecipientPhoneNum |
| Form And Info And Materials | STRATEGIC INITIATIVES GRANTS ($10K+): APPLICANTS SUBMIT A LETTER OF INTENT (LOI), AND AFTER REVIEW MAY BE INVITED FOR A FULL PROPOSAL, WHICH INCLUDES: PROGRAM DESCRIPTION, GOALS/OUTCOMES, AND PLANS FOR EVALUATION; IMPLEMENTATION STRATEGY AND BUDGET; DESCRIPTION OF THE ORGANIZATION AND FINANCIAL STATEMENT; IRS 501(C)(3) DETERMINATION LETTER. OPPORTUNITY GRANTS (LESS THAN $10K): LOI WITH INFORMATION ABOUT THE ORGANIZATION; DETAILS ABOUT THE PROPOSED PROJECT; AND A PROJECT BUDGET. APPLICANTS CAN USE THE ONLINE APPLICATION SYSTEM OR SEND MATERIALS DIRECTLY TO THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | STRATEGIC INITIATIVE GRANT APPLICATIONS QUARTERLY: JANUARY 1, APRIL 1, JULY 1, AND OCTOBER 1. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS MUST SUPPORT THE FOUNDATION'S GOALS OF LEADERSHIP, ENVIRONMENT, HUMAN RIGHTS AND/OR INTERNATIONAL AFFAIRS EDUCATION. SOME OF THE OPPORTUNITY GRANT FUNDS FOCUS ON GROUPS OPERATING IN SNOHOMISH COUNTY, WASHINGTON, IN ORDER TO FURTHER THE FOUNDATION'S PRIORITIES AND TO HONOR SENATOR JACKSON'S TIES TO EVERETT, WASHINGTON. APPLICANTS MUST BE BASED IN THE UNITED STATES AND REGISTERED AS A 501(C)(3) NON-PROFIT, TAX-EXEMPT ORGANIZATION. GRANTS ARE NOT MADE TO COVER OPERATING DEFICITS OR FOR CAPITAL EXPENDITURES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UW EVANS SCHOOL OF PUBLIC POLICY & GOVERNANCE | ||||||
| BOX 353055 | SEATTLE | WA | 98195 | GOV | JACKSON GRADUATE FELLOWSHIPS IN ENVIRONMENTAL POLICY AND NATURAL RESOURCE MANAGEMENT | $12,500 |
| UW CENTER FOR EXPERIENTIAL LEARNING AND DIVERSITY | ||||||
| BOX 352803 | SEATTLE | WA | 98195 | GOV | JACKSON MUNRO PUBLIC SERVICE FELLOWSHIPS | $15,000 |
| HUMAN RIGHTS FIRST | ||||||
| 75 BROAD STREET 31ST FLOOR | NEW YORK | NY | 10004 | PC | STRENGTHENING THE IMPLEMENTATION OF GLOBAL MAGNITSKY SANCTIONS | $40,000 |
| THE COUNCIL ON STRATEGIC RISKS | ||||||
| 1025 CONNECTICUT AVE NW STE 1000 | WASHINGTON | DC | 20036 | PC | OPERATING SUPPORT FOR THE CENTER FOR CLIMATE AND SECURITY | $50,000 |
| CLIMATE SOLUTIONS | ||||||
| 1402 3RD AVE STE 1200 | SEATTLE | WA | 98101 | PC | WASHINGTON CLIMATE NARRATIVE SHIFT PROJECT | $30,000 |
| UW EVANS SCHOOL OF PUBLIC POLICY AND GOVERNANCE | ||||||
| BOX 353055 | SEATTLE | WA | 98195 | GOV | FUELING THE JUNIOR SUMMER INSTITUTE PROGRAM | $30,000 |
| SEATTLE CITY CLUB | ||||||
| 1301 5TH AVE STE 1500 | SEATTLE | WA | 98101 | PC | TO SUPPORT THE SEATTLE CITY COUNCIL DEBATES | $3,000 |
| ONEWORLD NOW | ||||||
| PO BOX 3263 | SEATTLE | WA | 98114 | PC | TO SUPPORT THE LEADERSHIP PROGRAM MANAGER POSITION | $5,000 |
| OPERATION SNOW LEOPARD | ||||||
| 8443 ABBEY ROAD | RICHMOND | VA | 23235 | PC | TO SUPPORT THE EVACUATION AND RELOCATION OF AT RISK AFGHANS | $3,500 |
| SEATTLE 2030 DISTRICT | ||||||
| PO BOX 21726 | SEATTLE | WA | 98111 | PC | TO HOLD A PILOT ROUNDTABLE TO FORM POLICY RECOMMENDATIONS FOR ADVANCING BUILDING ELECTRIFICATION AND DECARBONIZATION | $5,000 |
| WASHINGTON BUS EDUCATION FUND | ||||||
| 1801 12TH AVE STE A | SEATTLE | WA | 98122 | PC | YOUTH CIVIC LEADERSHIP PROGRAM | $3,500 |
| LEADERSHIP TOMORROW | ||||||
| 1301 FIFTH AVE STE 1500 | SEATTLE | WA | 98101 | PC | LEADERSHIP LAB EVENT SPONSORSHIP | $3,000 |
| UW HENRY M JACKSON SCHOOL OF INTERNATIONAL STUDIES | ||||||
| BOX 353650 | SEATTLE | WA | 98195 | GOV | TO SUPPORT THE WAR IN THE MIDDLE EAST LECTURE SERIES | $2,500 |
| PROJECT 2100 | ||||||
| 3621 WHITMAN AVE N | SEATTLE | WA | 98103 | PC | CLIMATE SOLUTIONS SUMMIT | $5,000 |
| NORTH CASCADES INSTITUTE | ||||||
| 810 STATE ROUTE 20 | SEDRO WOOLLEY | WA | 98284 | PC | TO SUPPORT YOUTH LEADERSHIP ADVENTURES | $5,000 |
| GLACIER PEAK INSTITUTE | ||||||
| PO BOX 225 1140 SEEMAN ST | DARRINGTON | WA | 98241 | PC | GENERAL OPERATING SUPPORT | $4,000 |
| COMMON GROUND FOUNDATION - CIVIC GENIUS | ||||||
| 1387 FAIRPORT RD STE 800 | FAIRPORT | NY | 14450 | PC | TO SUPPORT GRASSROOTS COMMUNITY ORGANIZATION TO ENSURE DIVERSITY AMONG ITS NONPARTISAN CIVIC ENGAGEMENT PARTICIPANTS | $5,000 |
| PACIFIC MODEL UNITED NATIONS | ||||||
| 1404 28TH AVE CT | MILTON | WA | 98354 | PC | SPONSORSHIP FOR SEATTLE CONFERENCE | $650 |
| UW HENRY M JACKSON SCHOOL OF INTERNATIONAL STUDIES | ||||||
| BOX 353650 | SEATTLE | WA | 98195 | GOV | RUSSIA RELATED EDUCATIONAL SUPPORT AND CENTER FOR HUMAN RIGHTS STUDENT SUPPORT | $52,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,650 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SEATTLE FOUNDATION | ||||||
| 1601 FIFTH AVE STE 1900 | SEATTLE | WA | 98101 | PC | THE SEATTLE TIMES CLIMATE LAB | $30,000 |
| UW HENRY M JACKSON SCHOOL OF INTERNATIONAL STUDIES | ||||||
| BOX 353650 | SEATTLE | WA | 98195 | GOV | CENTER FOR HUMAN RIGHTS STUDENT SUPPORT | $22,000 |
| UW HENRY M JACKSON SCHOOL OF INTERNATIONAL STUDIES | ||||||
| BOX 353650 | SEATTLE | WA | 98195 | GOV | RUSSIAN, EAST EUROPEAN AND CENTRAL ASIAN STUDIES | $30,000 |
| UW HENRY M JACKSON SCHOOL OF INTERNATIONAL STUDIES | ||||||
| BOX 353650 | SEATTLE | WA | 98195 | GOV | RUSSIAN, EAST EUROPEAN AND CENTRAL ASIAN STUDIES | $30,000 |
| HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY | ||||||
| 1326 FIFTH AVE STE 230 | SEATTLE | WA | 98101 | PC | SUSTAINABLE BUILDINGS PROGRAMMING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $117,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $369,035 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,119 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $408,154 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $408,154 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY PLATT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6363 7TH AVE S STE 210 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,274 | Amt |
| Net Investment Income | $10,851 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,458 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI-B, LINE 1B - SELF DEALING | FormAndLineReferenceDesc |
| Medium Explanation | DURING THE YEAR, THE FOUNDATION INADVERTENTLY SENT A CASH PAYMENT TO A DISQUALIFIED PERSON. THE TOTAL AMOUNT FOR FY2024 WAS $1,200. THE AMOUNT WAS REPAID TO THE FOUNDATION IN A TIMELY MANNER. SINCE THE TRANSACTION IS FOR THE USE OF MONEY, SELF-DEALING IS ON THE GREATER OF THE AMOUNT PAID FOR SUCH USE OR THE FAIR MARKET VALUE OF SUCH USE FOR THE PERIOD FOR WHICH THE MONEY IS USED (REG. 53.4941(E)-1(B)(2)(II)). NO INTEREST WAS CHARGED BY THE FOUNDATION FOR THESE FUNDS, THEREFORE THE 2024 SHORT TERM AFR RATES FOR THE APPLICABLE MONTHS HAVE BEEN USED TO CALCULATE THE AMOUNT INVOLVED FOR SELF-DEALING PURPOSES.DUE TO THE AMOUNTS BEING SMALL, THE BALANCES OUTSTANDING FOR A SHORT NUMBER OF DAYS, AND THE AFR RATES BEING LOW, THE AMOUNT INVOLVED IS ZERO WHEN ROUNDED TO THE NEAREST DOLLAR. THEREFORE, THE SELF-DEALING TAXES CALCULATED FOR THESE TRANSACTIONS IS ZERO. AS A RESULT, NO FORM 4720 HAS BEEN FILED.THE DISQUALIFIED PERSONS UNDERSTAND SUCH TRANSACTIONS MADE BY THE FOUNDATION ARE IMPERMISSIBLE. PROCEDURES HAVE BEEN IMPLEMENTED THAT ARE DESIGNED TO AVOID SUCH TRANSACTIONS IN THE FUTURE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS - CORPORATE BONDS | BondNm |
| EOY Book Value | $2,980,147 | EOYBookValueAmt |
| EOYFMV | $2,980,147 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - MUTUAL AND INDEX FUNDS | $3,217,566 | $3,217,566 |
| GOLDMAN SACHS - PUBLIC EQUITY SECURITIES | $8,623,766 | $8,623,766 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BENEFICIAL INTEREST IN PERPETUAL TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $156,226 | BookValueAmt |
| EOYFMV | $156,226 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $7,889 | $7,689 | $200 | $200 |
| EQUIPMENT | $42,508 | $33,737 | $8,771 | $8,771 |
| ARTWORK | $15,535 | $0 | $15,535 | $15,535 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,513 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,318 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $26,021 | $26,519 | $26,519 |
| OPERATING RIGHT OF USE ASSET | $180,170 | $127,401 | $127,401 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $23,296 | $0 | $23,296 |
| SUPPLIES & EQUIPMENT | $739 | $0 | $1,086 |
| POSTAGE | $182 | $0 | $182 |
| DUES & SUBSCRIPTIONS | $10,114 | $0 | $10,114 |
| INSURANCE | $4,676 | $0 | $4,676 |
| BANK FEES | $334 | $0 | $334 |
| WEBSITE EXPENSES | $2,276 | $0 | $2,311 |
| TELEPHONE | $3,401 | $0 | $3,401 |
| OTHER EXPENSES | $29,199 | $0 | $54,294 |
| COMPUTER & SOFTWARE | $29,145 | $0 | $39,088 |
| BOARD EXPENSES | $13,608 | $0 | $13,608 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $3,101,491 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| BOY Book Value | $200,556 | BOYBookValueAmt |
| EOY Book Value | $143,285 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $6,925 | $0 | $5,575 |
| INVESTMENT MANAGEMENT FEES | $102,978 | $102,978 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $7,877 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |