2020-07-21T11:50:45-05:00 2019-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2018-10-01 061701305 HENRY M JACKSON ENDOWMENT HENR 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 LARA IGLITZIN EXECUTIVE DIRECTOR 2066828565 2020-07-13 1 JENNIFER BECKER HARRIS P00183358 4254544919 2020-07-13 65.158.230.202 2020-07-13 12:02:26 PD P C070BA3AF7F6D7D87E83B9D9DF9412DF7C2C6F3F C070BA3AF7F6D7D87E83B9D9DF9412DF7C2C6F3F 2018 2020-11-19 02:30:22Z KATY TERRY 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 1814695 0 X WWW.HMJACKSON.ORG X 2002 WA THE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION. 11 11 0 11 0 0 0 0 0 0 756827 439131 2803 248 759630 439379 2957290 439900 0 0 0 0 0 0 5200 248668 349550 3205958 789450 -2446328 -350071 12979677 12602340 285843 251207 12693834 12351133 SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. 0 0 529222 439900 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. 529222 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X KATY TERRY 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 X CRAIG GANNETT PRESIDENT 1.00 1.00 X X 0 0 0 SUSAN WICKWIRE VICE PRESIDENT 1.00 1.00 X X 0 0 0 LINDA MASON WILGIS VICE PRESIDENT 1.00 1.00 X X 0 0 0 ANNA MARIE LAURENCE SECRETARY 1.00 1.00 X X 0 0 0 DAVID ROSTOV TREASURER 1.00 1.00 X X 0 0 0 JOEL MERKEL GENERAL COUNSEL 1.00 1.00 X X 0 0 0 CHUCK BLUMENFELD DIRECTOR 0.50 0.50 X 0 0 0 CAROL HARRIS DIRECTOR 0.50 0.50 X 0 0 0 JOHN HEMPELMANN DIRECTOR 0.50 0.50 X 0 0 0 EILEEN GREVEY HILLSON DIRECTOR 0.50 0.50 X 0 0 0 ANDREW MUNRO DIRECTOR 0.50 0.50 X 0 0 0 LARA IGLITZIN EXECUTIVE DIRECTOR 5.00 35.00 X 0 207684 3500 CAROL VIPPERMAN INTERIM EXECUTIVE DIRECTOR 5.00 35.00 X 0 43639 700 TAMMY HELGESON CONSULTING CFO 2.00 6.00 X 0 36962 0 0 288285 4200 0 0 1 0 GOLDMAN SACHS 719 2ND AVE SUITE 1300 SEATTLE WA 98104 INVESTMENT ADVISORY 105615 1 419220 419220 1395227 1375316 19911 19911 19911 CLASS ACTION STTLMNT 900099 248 248 248 439379 0 0 439379 X 439900 439900 19299 19299 19352 19352 105615 105615 79679 27959 49904 1816 3210 2471 579 160 9579 8157 1125 297 61763 45085 13751 2927 46587 1184 45403 NEWSLETTER/PUBLICATIONS 4466 4466 789450 529222 255028 5200 105303 190410 271186 283841 9302 5724 12571965 12103862 21921 18503 12979677 12602340 4553 22917 281290 228290 285843 251207 X 2693834 2351133 10000000 10000000 12693834 12351133 12979677 12602340 -350071 7370 0 X X 0 1 X 1 0 X X 1 HENRY M JACKSON FOUNDATION 521313011 7 1 529222 0 1 529222 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 SCHEDULE A, PART 1, LINE 12G, COLUMN (V) & SCHEDULE A, PART EXPENSES PAID TO BENEFIT THE HENRY M. JACKSON FOUNDATION: $ 89,322 OTHER GRANTS PAID, WHICH MEET THE PURPOSE AND MISSION OF THE SUPPORTED ORGANIZATION, THE HENRY M. JACKSON FOUNDATION: $ 439,900 TOTAL: $529,222 15583794 110640 412297 463900 600704 320914 14721213 15577626 16572 1245448 482285 583509 190058 15583794 14512003 481602 1767838 417545 592107 174165 15577626 14362536 37172 1349558 416650 533390 287223 14512003 15545372 108554 -162150 332800 506407 290033 14362536 0.31180 0.68820 0.00000 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 UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 41930 JACKSON CULP CHINESE STUDIES FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 41930 JACKSON CULP RUSSIAN STUDIES FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 75000 JACKSON SCHOOL - STRATEGIC INITIATIVES UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 41930 JACKSON SCHOOL - PHD FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 12500 EVANS SCHOOL ENVIRONMENTAL FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 15000 STERLING MUNRO SCHOLARSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 49010 JACKSON SCHOOL SENIOR FELLOWSHIP HUMAN RIGHTS FIRST 805 - 15TH ST NW SUITE 900 WASHINGTON DC 20005 133116646 501(C)(3) 35000 STRENGTHENING HUMAN RIGHTS SANCTIONS ACCOUNTABILITY & SUPPORT OF THE GLOBAL MAGNITSKY HUMAN RIGHTS ACCOUNTABILITY ACT. FREE RUSSIA FOUNDATION 1300 PENNSYLVANIA AVE NW 700 WASHINGTON DC 20004 472437810 501(C)(3) 33700 SUPPORT CONFERENCE ON STRATEGIES TO DEFEND DEMOCRATIC INSTITUTIONS & RULE OF LAW IN THE WEST. MILLENIAL ACTION PROJECT 1875 CONNECTICUT AVE NW 10TH FLOOR WASHINGTON DC 20009 472802851 501(C)(3) 10000 SUPPORT OF THE 2019 FUTURE SUMMIT COUNCIL ON STRATEGIC RISKS 1025 CONNECTICUT AVE NW SUITE 1000 WASHINGTON DC 20036 823106472 501(C)(3) 50000 CENTER FOR CLIMATE & SECURITY VISION 2020 SISTER CITIES INTERNATIONAL 915 - 15TH STREET NW 4TH FLOOR WASHINGTON DC 20005 520859021 501(C)(3) 50000 PROMOTING YOUTH LEADERSHIP ANNUAL CONFERENCE SUPPORT 6 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. SCHEDULE I, PART II: GRANTS TO DOMESTIC ORGANIZATIONS GRANTS REPORTED ON SCHEDULE I, PART II ARE REPORTED ON THE CASH BASIS OF ACCOUNTING. 0 0 0 0 0 0 0 0 0 LARA IGLITZIN EXECUTIVE DIRECTOR 0 207684 0 0 0 0 0 0 0 3500 0 211184 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, 11 INDIVIDUALS SERVED THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS ARE PROVIDED WITH A COPY OF FORM 990 AFTER THE FINANCE COMMITTEE HAS REVIEWED (IN DRAFT FORM). THEY ARE AGAIN PROVIDED A COPY ONCE 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 BOARD OFFICERS DETERMINE 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 VII, SECTION A: CAROL VIPPERMAN WAS EMPLOYED BY HENRY M. JACKSON FOUNDATION AS A PROGRAM OFFICER IN 2018 AND TOOK OVER THE ROLE OF INTERIM EXECUTIVE DIRECTOR IN AUGUST 2019. AS REQUIRED BY THE FORM 990 INSTRUCTIONS, THE AMOUNTS REPORTED ON PART VII, SECTION A, COLUMN D REFLECT HER 2018 COMPENSATION AS REPORTED ON FORM W-2. COMPENSATION PAID FOR INTERIM DIRECTOR SERVICES WILL BE REFLECTED ON THE 2019 TAX RETURN. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 27,959. MANAGEMENT AND GENERAL EXPENSES 49,904. FUNDRAISING EXPENSES 1,816. TOTAL EXPENSES 79,679. 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