2024-06-24T16:03:48-05:00 2023-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2022-10-01 521313011 HENRY M JACKSON FOUNDATION HENR 2066828565 1200 FIFTH AVENUE 1450 SEATTLE WA 98101 KATHRYN TERRY EXECUTIVE DIRECTOR 2066828565 2024-06-12 1 KATHRYN TERRY 999009999 0 CELIA DAVIS P01624691 4254544919 2024-06-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 14069510 X 30157 329673 330070 -233554 4225684 0 126276 330070 155855 0 155855 213252 0 205638 63774 0 63388 4190 0 14688 44130 10288 30717 96049 92423 3626 28988 0 0 3870 0 70101 0 70101 80568 0 80568 86145 0 68929 846922 102711 693510 300000 245500 1146922 102711 939010 -1020646 227359 88564 222041 222041 313179 829469 829469 25692 13377 13377 9684275 10011697 10011697 2671756 2623128 2623128 124155 134785 134785 65932 37110 31192 28822 28822 26418 206191 206191 12965231 14069510 14069510 33374 74944 27500 82000 23328 200556 84202 357500 X 2756874 112931 10124155 13599079 12881029 13712010 12965231 14069510 12881029 -1020646 1851627 13712010 0 13712010 MARKETABLE SECURITIES 2021-10-01 2023-09-30 4204983 4459238 -254255 -254255 CAPITAL GAIN DIVIDENDS 2021-10-01 2023-09-30 20701 20701 20701 -233554 3160 0 3160 0 3160 6441 0 2000 0 8441 X 0 5281 5281 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 0 1 1 0 0 0 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 155855 13734 0 CRAIG GANNETT 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 PRESIDENT 5.00 0 0 0 KIANA SCOTT 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 GARY BAKER 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 CHUCK BLUMENFELD 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 TOM BUGERT 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 MATTHEW COMBE 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 MARIA DENNY 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 CAROL HARRIS 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 JOHN HEMPELMANN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 ELIZABETH MOLER 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 LARRY PHILLIPS 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 PRIYA SAXENA 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 MAURA SULLIVAN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 PROGRAM OFFICER 40.00 95710 2871 0 GRETCHEN FRANKENSTEIN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 OFFICE MANAGER 32.00 54385 15644 0 CAROL VIPPERMAN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 SENIOR ADVISOR & PRO 20.00 55543 1666 0 0 GOLDMAN SACHS & CO LLC 401 UNION STREET SUITE 3700 SEATTLE WA 98101 INVESTMENT MANAGEMENT 92423 0 THE JACKSON LEADERSHIP FELLOWS PROGRAM IS AN ANNUAL PROGRAM WHERE INDIVIDUALS LEARN ABOUT THE JACKSON LEGACY. 111558 0 13854864 138993 0 13993857 0 0 13993857 209908 13783949 689197 689197 3160 3160 686037 0 686037 0 686037 939010 0 1500 940510 686037 0 0 290278 279370 569648 940510 0 0 0 686037 254473 0 0 824121 0 0 0 0 0 0 0 824121 290278 279370 254473 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. UNIVERSITY OF WASHINGTON JACKSON SCHOOL OF INTERNATIONAL STUDIES BOX 353650 SEATTLE WA 98195 GOV MILITARY/CIVIL RELATIONS PROGRAM SUPPORT, RUSSIA-RELATED EDUCATIONAL PROGRAM SUPPORT & CENTER FOR HUMAN RIGHTS STUDENT SUPPORT 52000 THE NATIONAL BUREAU OF ASIAN RESEARCH 1819 L STREET NW NINTH FLOOR WASHINGTON DC 20036 PC 2023 PACIFIC RIM STUDY GROUP 20000 THE COUNCIL ON STRATEGIC RISKS 1025 CONNECTICUT AVE NW SUITE 1000 WASHINGTON DC 20036 PC OPERATING SUPPORT FOR THE CENTER FOR CLIMATE AND SECURITY 50000 HUMAN RIGHTS FIRST 75 BROAD STREET 31ST FLOOR NEW YORK NY 10004 PC STRENGTHENING THE IMPLEMENTATION OF GLOBAL MAGNITSKY SANCTIONS PROJECT 40000 LEAGUE OF WOMEN VOTERS OF SNOHOMISH COUNTY PO BOX 1146 EVERETT WA 98206 PC SUPPORT THE PRINTING OF EDUCATIONAL BROCHURES 1000 PROJECT GIRL MENTORING PROGRAM 4114 198TH ST SW SUITE 4 LYNNWOOD WA 98036 PC IMMERSION LAB PROGRAM 5000 TULALIP FOUNDATION 8825 34TH AVE NE L-242 TULALIP WA 98271 PC YOUTH INTERNSHIP PROGRAM 4000 LEADERSHIP TOMORROW 1301 FIFTH AVENUE SUITE 1500 SEATTLE WA 98101 PC LEADERSHIP LAB EVENT SPONSORSHIP 3000 BRIDGE TO TURKIYA FUND 1609 E FRANKLIN STREET CHAPEL HILL NC 27514 PC BIZIM TURKIYEMIZ RELIEF FUND TO AID VICTIMS OF EARTHQUAKE 4000 PROJECT 2100 3621 WHITMAN AVE N SEATTLE WA 98103 PC 2023 CLIMATE SOLUTIONS SUMMIT AND CASE COMPETITION 5000 MERIDIAN INTERNATIONAL CENTER 1630 CRESCENT PLACE NW WASHINGTON DC 20009 PC MERIDIAN CENTER FOR DIPLOMATIC ENGAGEMENT'S DIPLOMACY FELLOW POSITION 4000 UNIVERSITY OF WASHINGTON FOUNDATION 326 EAST D STREET TACOMA WA 98421 PC UW TACOMA'S CENTER FOR URBAN WATERS COLLABORATIVE LEADERSHIP PROJECT 5000 NORTH CASCADES INSTITUTE STATE ROUTE 20 SEDRO WOOLLEY WA 98284 PC SUPPORT YOUTH LEADERSHIP ADVENTURES 2023 5000 PACIFIC MODEL UNITED NATIONS 1404 28TH AVE CT MILTON WA 98354 PC SPONSORSHIP OF SEATTLE PACIFIC MODEL UN 500 BIKE WORKS 3709 S FERDINAND ST SEATTLE WA 98118 PC YOUTH PROGRAMMING & LEADERSHIP 3000 YMCA OF GREATER SEATTLE PO BOX 193 OLYMPIA WA 98507 PC SOCIAL JUSTICE ACADEMY: ENVIRONMENTAL JUSTICE PILOT 5000 GLACIER PEAK INSTITUTE PO BOX 225 DARRINGTON WA 98241 PC GENERAL OPERATING SUPPORT TO EMPOWER YOUTH AND DEVELOP FUTURE LEADERS 5000 HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY 1326 FIFTH AVENUE SUITE 230 SEATTLE WA 98101 PC DECARBONIZE AFFORDABLE HOUSING NOW PROGRAM 5000 OPERATION SNOW LEOPARD 8443 ABBEY ROAD RICHMOND VA 23235 PC EFFORTS TO EVACUATE AT-RISK AFGHANS FOR RESETTLEMENT ABROAD 1500 UNIVERSITY OF WASHINGTON EVANS SCHOOL OF PUBLIC POLICY & GOVERNANCE BOX 353055 SEATTLE WA 98195 GOV JACKSON GRADUATE FELLOWSHIP IN ENVIRONMENTAL POLICY & NATURAL RESOURCE MANAGEMENT 12500 UNIVERSITY OF WASHINGTON CENTER FOR EXPERIENTIAL LEARNING & DIVERSITY 171 MARY GATES HALL BOX 352803 SEATTLE WA 98195 GOV JACKSON MUNRO PUBLIC SERVICE FELLOWSHIPS 15000 245500 UNIVERSITY OF WASHINGTON JACKSON SCHOOL OF INTERNATIONAL STUDIES BOX 353650 SEATTLE WA 98195 GOV MILITARY/CIVIL RELATIONS PROGRAM SUPPORT, RUSSIA-RELATED EDUCATIONAL PROGRAM SUPPORT & CENTER FOR HUMAN RIGHTS STUDENT & 15 YR ANNIVERSARY SUPPORT 52000 UNIVERSITY OF WASHINGTON EVANS SCHOOL OF PUBLIC POLICY & GOVERNANCE BOX 353055 SEATTLE WA 98195 GOV FUELING THE JUNIOR SUMMER INSTITUTE PROGRAM 30000 82000 14 329673 18 -233554 0 96119 0 96119 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 44130 10288 30717 GOLDMAN SACHS - CORPORATE BONDS 2623128 2623128 GOLDMAN SACHS - MUTUAL AND INDEX FUNDS 2599100 2599100 GOLDMAN SACHS - PUBLIC EQUITY SECURITIES 7412597 7412597 BENEFICIAL INTEREST IN PERPETUAL TRUST FMV 134785 134785 FURNITURE & FIXTURES 7889 7689 200 200 EQUIPMENT 42508 29421 13087 13087 ARTWORK 15535 0 15535 15535 LEGAL FEES 4190 0 14688 INTEREST AND DIVIDENDS RECEIVABLE 26418 26021 26021 OPERATING RIGHT OF USE ASSET 180170 180170 PROGRAM EXPENSES 15652 0 15652 SUPPLIES & EQUIPMENT 822 0 1839 POSTAGE 305 0 305 DUES & SUBSCRIPTIONS 6759 0 6759 INSURANCE 4590 0 4590 BANK FEES 740 0 740 WEBSITE EXPENSES 172 0 163 TELEPHONE 3471 0 3471 OTHER EXPENSES 24304 0 6080 COMPUTER & SOFTWARE 26980 0 26980 BOARD EXPENSES 2350 0 2350 UNREALIZED GAINS ON INVESTMENTS 1851627 DEFERRED RENT LIABILITY 23328 0 OPERATING LEASE LIABILITY 0 200556 OTHER PROFESSIONAL FEES 3626 0 3626 INVESTMENT MANAGEMENT FEES 92423 92423 0 EXCISE TAXES 28988 0 0