2023-08-03T12:41:27-05:00 2022-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2021-10-01 521313011 HENRY M JACKSON FOUNDATION HENR 2066828565 1200 FIFTH AVENUE 1450 SEATTLE WA 98101 KATHRYN TERRY EXECUTIVE DIRECTOR 2066828565 2023-08-02 1 KATHRYN TERRY 999009999 CELIA DAVIS P01624691 4254544919 2023-08-02 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 12965231 X 28038 521775 521775 3292815 16534681 3292815 3842628 3814590 147338 0 147338 193893 0 194484 60024 0 59818 26290 0 15515 60802 12388 48414 98044 88844 9318 28535 0 0 3964 0 69327 0 69327 2549 0 2549 43 0 43 122230 0 121260 813039 101232 668066 293390 318390 1106429 101232 986456 2736199 3713358 269888 88564 88564 479273 313179 313179 10479 25692 25692 13454801 9684275 9684275 2262299 2671756 2671756 163188 124155 124155 103280 72088 26852 31192 31192 20182 26418 26418 16686962 12965231 12965231 62993 33374 52500 27500 24526 23328 140019 84202 X 6383755 2756874 10163188 10124155 16546943 12881029 16686962 12965231 16546943 2736199 0 19283142 6402113 12881029 MARKETABLE SECURITIES 2020-10-01 2022-09-30 16534681 13241866 3292815 3292815 3292815 51616 0 51616 0 51616 54807 0 0 0 54807 X 0 3191 3191 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 147338 12631 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 MAURA SULLIVAN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 PROGRAM OFFICER 40.00 90512 2670 0 GRETCHEN FRANKENSTEIN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 OFFICE MANAGER 32.00 51439 14382 0 CAROL VIPPERMAN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 SENIOR ADVISOR & PRO 20.00 52533 1546 0 0 GOLDMAN SACHS & CO LLC 401 UNION STREET SUITE 3700 SEATTLE WA 98101 INVESTMENT MANAGEMENT 88844 0 THE JACKSON LEADERSHIP FELLOWS PROGRAM IS AN ANNUAL PROGRAM WHERE INDIVIDUALS LEARN ABOUT THE JACKSON LEGACY. 82855 0 15228410 176709 0 15405119 0 0 15405119 231077 15174042 758702 758702 51616 51616 707086 0 707086 0 707086 986456 0 986456 707086 0 0 290278 290278 986456 0 0 0 707086 279370 0 0 569648 0 0 0 0 0 0 0 569648 290278 279370 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 4333 BROOKLYN AVE NE BOX 359505 SEATTLE WA 98195 GOV ADVANCING HUMAN RIGHTS AT HOME FUND 25000 UNIVERSITY OF WASHINGTON CENTER FOR HUMAN RIGHTS BOX 353650 SEATTLE WA 98195 GOV INDIGENOUS RIGHTS AND ENVIRONMENTAL SUSTAINABILITY IN THE PACIFIC NW 31890 UNIVERSITY OF WASHINGTON EVANS SCHOOL BOX 353055 SEATTLE WA 98195 GOV JACKSON GRADUATE ENVIRONMENTAL FELLOWSHIP 12500 UNIVERSITY OF WASHINGTON EVANS SCHOOL BOX 353055 SEATTLE WA 98195 GOV EXPANDING THE JUNIOR SUMMER INSTITUTE 30000 UNIVERSITY OF WASHINGTON CENTER FOR EXPERIENTIAL LEARNING AND DIVERSITY 171 MARY GATES HALL BOX 352803 SEATTLE WA 98195 GOV JACKSON MUNRO PUBLIC SERVICE FELLOWSHIP 15000 HUMAN RIGHTS FIRST 75 BROAD STREET 31ST FLOOR NEW YORK NY 10004 PC BRINGING ACCOUNTABILITY FOR HUMAN RIGHTS VIOLATIONS AND CORRUPTION 40000 THE COUNCIL ON STRATEGIC RISKS 1025 CONNECTICUT AVE NW STE 1000 WASHINGTON DC 20036 PC GENERAL SUPPORT FOR THE CENTER FOR CLIMATE AND SECURITY 50000 MILLENNIAL ACTION PROJECT 1701 RHODE ISLAND AVE NW WASHINGTON DC 20036 PC MILLENNIAL ACTION PROJECT GENERAL SUPPORT 25000 ENVIRONMENTAL AND ENERGY STUDY INSTITUTE 1020 19TH ST NW STE 400 WASHINGTON DC 20036 PC ENVIROMENTAL AND ENERGY STUDY INSTITUTE GENERAL SUPPORT 30000 LEADERSHIP TOMORROW 1301 5TH AVE STE 1500 SEATTLE WA 98101 PC SPONSORSHIP OF LEADERSHIP LAB EVENT 2500 MUSEUM OF HISTORY & INDUSTRY PO BOX 80816 SEATTLE WA 98108 PC SPONSORSHIP OF THE INNOVATION EXCHANGE PROGRAM 3000 PROJECT 2100 3621 WHITMAN AVE N SEATTLE WA 98103 PC BUILDING SUSTAINABILITY CASE COMPETITION AWARDS AT UW 3000 SEATTLE FOUNDATION PO BOX 35146 SEATTLE WA 98124 PC SEATTLE REFUGEE FUND 5000 BRAVER ANGELS INC 733 3RD AVE FLOOR 16 NEW YORK NY 10017 PC BRAVER ANGELS WORKS IN LOCAL COMMUNITIES BY HOLDING WORKSHOPS, DEBATES AND PUBLIC PRESENTATIONS DESIGNED TO BRIDGE THE POLARIZING POLITICAL DIVIDE IN THE UNITED STATES. 5000 OPERATION SNOW LEOPARD 8443 ABBEY ROAD RICHMOND VA 23235 PC EVACUATE 20 AT-RISK AFGHANS FOR RESETTLEMENT IN ARGENTINA 5000 FREEDOM HOUSE 1850 M ST NW FLOOR 11 WASHINGTON DC 20036 PC TO SUPPORT UKRAINIAN, RUSSIAN AND BELARUSSIAN HUMAN RIGHTS DEFENDERS 4000 HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY 1326 5TH AVE STE 230 SEATTLE WA 98101 PC SUSTAINABLE BUILDINGS PROGRAMMING 5000 NORTH CASCADES INSTITUTE 810 STATE ROUTE 20 SEDRO WOOLLEY WA 98284 PC TO SUPPORT BROADER STUDENT ACCESS TO MOUNTAIN SCHOOL 5000 SEATTLE 2030 DISTRICT PO BOX 21726 SEATTLE WA 98111 PC TO SUPPORT THE NEW BELLEVUE 2030 DISTRICT 3000 GLACIER PEAK INSTITUTE PO BOX 225 1140 SEEMAN ST DARRINGTON WA 98241 PC GENERAL OPERATING SUPPORT TO EMPOWER YOUTH AND DEVELOP FUTURE LEADERS 5000 LEADERSHIP LAUNCH PO BOX 653 MUKILTEO WA 98275 PC TO SUPPORT THIS YEAR'S STUDENT COHORT 5000 EARTHCORPS 6310 NE 74TH ST STE 201E SEATTLE WA 98115 PC CORPS PROGRAM TO SUPPORT CLIMATE CHANGE LEADERS 3500 BOY SCOUTS OF AMERICA TROOP 008 3120 RAINIER AVE S SEATTLE WA 98144 PC GENERAL SUPPORT AND CAMPING TRIP 500 WA SCHOOL PRINCIPALS' EDUCATION FOUNDATION 1021 8TH AVE SE OLYMPIA WA 98501 PC OUTDOOR SCHOOL FOR ALL PROGRAM 4000 PACIFIC MODEL UNITED NATIONS 1404 28TH AVE CT MILTON WA 98354 PC SPONSORSHIP SUPPORT FOR THE SEATTLE CONFERENCE 500 318390 UNIVERSITY OF WASHINGTON EVANS SCHOOL BOX 353055 SEATTLE WA 98195 GOV JACKSON GRADUATE ENVIRONMENTAL FELLOWSHIP 12500 UNIVERSITY OF WASHINGTON CENTER FOR EXPERIENTIAL LEARNING AND DIVERSITY 171 MARY GATES HALL BOX 352803 SEATTLE WA 98195 GOV JACKSON MUNRO PUBLIC SERVICE FELLOWSHIP 15000 27500 14 521775 18 3292815 0 3814590 0 3814590 0 0 0 0 0 0 0 0 0 0 X X 1 HARMONY CAPITAL INVESTMENTS LP - JAY PLATT 6363 7TH AVE S STE 210 SEATTLE WA 98108 10000 X ACCOUNTING FEES 60802 12388 48414 GOLDMAN SACHS - CORPORATE BONDS 2671756 2671756 GOLDMAN SACHS - MUTUAL AND INDEX FUNDS 3242655 3242655 GOLDMAN SACHS - PUBLIC EQUITY SECURITIES 6441620 6441620 BENEFICIAL INTEREST IN PERPETUAL TRUST FMV 124155 124155 FURNITURE & FIXTURES 7889 7689 200 200 EQUIPMENT 79856 64399 15457 15457 ARTWORK 15535 0 15535 15535 LEGAL FEES 26290 0 15515 DIVIDENDS RECEIVABLE 20182 26418 26418 UNREALIZED GAINS ON INVESTMENTS 6402113 PROGRAM EXPENSES 82855 0 79972 SUPPLIES & EQUIPMENT 3786 0 5694 POSTAGE 140 0 140 DUES & SUBSCRIPTIONS 4733 0 4733 INSURANCE 4510 0 4510 BANK FEES 1231 0 1231 WEBSITE EXPENSES 1049 0 1054 TELEPHONE 2870 0 2870 OTHER EXPENSES 2225 0 2225 COMPUTER & SOFTWARE 18831 0 18831 DEFERRED RENT LIABILITY 24526 23328 OTHER PROFESSIONAL FEES 9200 0 9318 INVESTMENT MANAGEMENT FEES 88844 88844 0 EXCISE TAXES 28535 0 0