2025-04-17T17:55:28-05:00 2024-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2023-10-01 521313011 HENRY M JACKSON FOUNDATION HENR 2066828565 1200 FIFTH AVENUE 1450 SEATTLE WA 98101 KATHRYN TERRY EXECUTIVE DIRECTOR 2066828565 2025-04-15 1 0 CELIA DAVIS P01624691 4254544919 2025-04-15 2023 2025-03-06 01:10:19Z X 16393602 X 24156 369035 368537 39119 3529887 39119 432310 407656 166864 0 166864 210050 0 210252 64529 0 64520 17513 0 15318 48274 10851 38458 109903 102978 5575 7877 0 0 4316 0 72416 0 72416 52075 0 52075 116970 0 152390 870787 113829 777868 309650 274650 1180437 113829 1052518 -748127 293827 222041 194093 194093 829469 1017428 1017428 13377 25950 25950 10011697 11841332 11841332 2623128 2980147 2980147 134785 156226 156226 65932 41426 28822 24506 24506 206191 153920 153920 14069510 16393602 16393602 74944 67943 82000 117000 200556 143285 357500 328228 X 112931 70241 13599079 15995133 13712010 16065374 14069510 16393602 13712010 -748127 3101491 16065374 0 16065374 MARKETABLE SECURITIES 2022-10-01 2024-09-30 3528591 3490768 37823 37823 CAPITAL GAIN DIVIDENDS 2022-10-01 2024-09-30 1296 1296 1296 39119 4084 0 4084 0 4084 5281 0 0 0 5281 X 0 1197 1197 0 0 0 0 0 0 0 0 1 0 0 1 1 WA 1 0 0 0 0 1 WWW.HMJACKSON.ORG KATHRYN TERRY 2066828565 1200 FIFTH AVENUE 1450 SEATTLE WA 98101 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHRYN TERRY 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 EXECUTIVE DIRECTOR 40.00 166864 15218 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 MAURA SULLIVAN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 PROGRAM OFFICER 40.00 102427 3073 0 CAROL VIPPERMAN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 SENIOR ADVISOR & PRO 20.00 59432 1783 0 0 GOLDMAN SACHS & CO LLC 401 UNION STREET SUITE 3700 SEATTLE WA 98101 INVESTMENT MANAGEMENT 102978 0 THE JACKSON LEADERSHIP FELLOWS PROGRAM IS AN ANNUAL PROGRAM WHERE INDIVIDUALS LEARN ABOUT THE JACKSON LEGACY. 70478 0 14873449 124807 0 14998256 0 0 14998256 224974 14773282 738664 738664 4084 4084 734580 0 734580 0 734580 1052518 0 1052518 734580 0 0 290278 279370 254473 824121 1052518 0 0 0 734580 317938 0 0 1142059 0 0 0 0 0 0 0 1142059 290278 279370 254473 317938 MAURA SULLIVAN PROGRAM OFFICER 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 2066828565 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. STRATEGIC INITIATIVE GRANT APPLICATIONS QUARTERLY: JANUARY 1, APRIL 1, JULY 1, AND OCTOBER 1. 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. UW EVANS SCHOOL OF PUBLIC POLICY & GOVERNANCE BOX 353055 SEATTLE WA 98195 GOV JACKSON GRADUATE FELLOWSHIPS IN ENVIRONMENTAL POLICY AND NATURAL RESOURCE MANAGEMENT 12500 UW CENTER FOR EXPERIENTIAL LEARNING AND DIVERSITY BOX 352803 SEATTLE WA 98195 GOV JACKSON MUNRO PUBLIC SERVICE FELLOWSHIPS 15000 HUMAN RIGHTS FIRST 75 BROAD STREET 31ST FLOOR NEW YORK NY 10004 PC STRENGTHENING THE IMPLEMENTATION OF GLOBAL MAGNITSKY SANCTIONS 40000 THE COUNCIL ON STRATEGIC RISKS 1025 CONNECTICUT AVE NW STE 1000 WASHINGTON DC 20036 PC OPERATING SUPPORT FOR THE CENTER FOR CLIMATE AND SECURITY 50000 CLIMATE SOLUTIONS 1402 3RD AVE STE 1200 SEATTLE WA 98101 PC WASHINGTON CLIMATE NARRATIVE SHIFT PROJECT 30000 UW EVANS SCHOOL OF PUBLIC POLICY AND GOVERNANCE BOX 353055 SEATTLE WA 98195 GOV FUELING THE JUNIOR SUMMER INSTITUTE PROGRAM 30000 SEATTLE CITY CLUB 1301 5TH AVE STE 1500 SEATTLE WA 98101 PC TO SUPPORT THE SEATTLE CITY COUNCIL DEBATES 3000 ONEWORLD NOW PO BOX 3263 SEATTLE WA 98114 PC TO SUPPORT THE LEADERSHIP PROGRAM MANAGER POSITION 5000 OPERATION SNOW LEOPARD 8443 ABBEY ROAD RICHMOND VA 23235 PC TO SUPPORT THE EVACUATION AND RELOCATION OF AT RISK AFGHANS 3500 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 5000 WASHINGTON BUS EDUCATION FUND 1801 12TH AVE STE A SEATTLE WA 98122 PC YOUTH CIVIC LEADERSHIP PROGRAM 3500 LEADERSHIP TOMORROW 1301 FIFTH AVE STE 1500 SEATTLE WA 98101 PC LEADERSHIP LAB EVENT SPONSORSHIP 3000 UW HENRY M JACKSON SCHOOL OF INTERNATIONAL STUDIES BOX 353650 SEATTLE WA 98195 GOV TO SUPPORT THE WAR IN THE MIDDLE EAST LECTURE SERIES 2500 PROJECT 2100 3621 WHITMAN AVE N SEATTLE WA 98103 PC CLIMATE SOLUTIONS SUMMIT 5000 NORTH CASCADES INSTITUTE 810 STATE ROUTE 20 SEDRO WOOLLEY WA 98284 PC TO SUPPORT YOUTH LEADERSHIP ADVENTURES 5000 GLACIER PEAK INSTITUTE PO BOX 225 1140 SEEMAN ST DARRINGTON WA 98241 PC GENERAL OPERATING SUPPORT 4000 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 5000 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 52000 274650 SEATTLE FOUNDATION 1601 FIFTH AVE STE 1900 SEATTLE WA 98101 PC THE SEATTLE TIMES CLIMATE LAB 30000 UW HENRY M JACKSON SCHOOL OF INTERNATIONAL STUDIES BOX 353650 SEATTLE WA 98195 GOV CENTER FOR HUMAN RIGHTS STUDENT SUPPORT 22000 UW HENRY M JACKSON SCHOOL OF INTERNATIONAL STUDIES BOX 353650 SEATTLE WA 98195 GOV RUSSIAN, EAST EUROPEAN AND CENTRAL ASIAN STUDIES 30000 UW HENRY M JACKSON SCHOOL OF INTERNATIONAL STUDIES BOX 353650 SEATTLE WA 98195 GOV RUSSIAN, EAST EUROPEAN AND CENTRAL ASIAN STUDIES 30000 HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY 1326 FIFTH AVE STE 230 SEATTLE WA 98101 PC SUSTAINABLE BUILDINGS PROGRAMMING 5000 117000 14 369035 18 39119 0 408154 0 408154 0 0 0 0 0 0 0 0 0 0 X X 1 JAY PLATT 6363 7TH AVE S STE 210 SEATTLE WA 98108 10000 X ACCOUNTING FEES 48274 10851 38458 PART VI-B, LINE 1B - SELF DEALING 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. GOLDMAN SACHS - CORPORATE BONDS 2980147 2980147 GOLDMAN SACHS - MUTUAL AND INDEX FUNDS 3217566 3217566 GOLDMAN SACHS - PUBLIC EQUITY SECURITIES 8623766 8623766 BENEFICIAL INTEREST IN PERPETUAL TRUST FMV 156226 156226 FURNITURE & FIXTURES 7889 7689 200 200 EQUIPMENT 42508 33737 8771 8771 ARTWORK 15535 0 15535 15535 LEGAL FEES 17513 0 15318 INTEREST AND DIVIDENDS RECEIVABLE 26021 26519 26519 OPERATING RIGHT OF USE ASSET 180170 127401 127401 PROGRAM EXPENSES 23296 0 23296 SUPPLIES & EQUIPMENT 739 0 1086 POSTAGE 182 0 182 DUES & SUBSCRIPTIONS 10114 0 10114 INSURANCE 4676 0 4676 BANK FEES 334 0 334 WEBSITE EXPENSES 2276 0 2311 TELEPHONE 3401 0 3401 OTHER EXPENSES 29199 0 54294 COMPUTER & SOFTWARE 29145 0 39088 BOARD EXPENSES 13608 0 13608 UNREALIZED GAINS ON INVESTMENTS 3101491 OPERATING LEASE LIABILITY 200556 143285 OTHER PROFESSIONAL FEES 6925 0 5575 INVESTMENT MANAGEMENT FEES 102978 102978 0 EXCISE TAXES 7877 0 0