2019-06-10T17:02:03-05:00 2018-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2017-10-01 061701305 HENRY M JACKSON ENDOWMENT HENR 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 LARA IGLITZIN EXECUTIVE DIRECTOR 2066828565 2019-06-04 1 JENNIFER BECKER HARRIS P00183358 4254544919 2019-06-04 65.158.230.194 2019-06-04 16:09:05 PD P DE1D2BBAE0F1147E7A7EA18DABEA7E867F199504 0D4F8B5D50665025C0D74E3A044B1CC8CBA0177E 2017 2019-02-21 02:37:17Z LARA IGLITZIN 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 7657796 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 2852952 756827 49 2803 2853001 759630 397545 2957290 0 0 0 0 0 0 4344 211274 248668 608819 3205958 2244182 -2446328 14959738 12979677 242992 285843 14716746 12693834 SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. 0 0 3048024 2957290 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. 3048024 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 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 LARA IGLITZIN 2066828565 1200 FIFTH AVENUE NO 1450 SEATTLE WA 98101 JOHN HEMPELMANN PRESIDENT 2.00 2.00 X X 0 0 0 CRAIG GANNETT VICE PRESIDENT 2.00 2.00 X X 0 0 0 LINDA MASON WILGIS VICE PRESIDENT 1.00 2.00 X X 0 0 0 SUSAN WICKWIRE VICE PRESIDENT 1.00 2.00 X X 0 0 0 ANNA MARIE LAURENCE SECRETARY 1.00 2.00 X X 0 0 0 DAVID ROSTOV TREASURER 2.00 2.00 X X 0 0 0 JOEL MERKEL GENERAL COUNSEL 1.00 1.00 X 0 0 0 CHARLES BLUMENFELD DIRECTOR 1.00 1.00 X 0 0 0 CAROL HARRIS DIRECTOR 1.00 1.00 X 0 0 0 EILEEN GREVEY HILLSON DIRECTOR 1.00 1.00 X 0 0 0 ANDREW D MUNRO DIRECTOR 1.00 1.00 X 0 0 0 LARA IGLITZIN EXECUTIVE DIRECTOR 5.00 35.00 X 0 183028 3850 TAMMY HELGESON CHIEF FINANCIAL OFFICER 3.00 5.00 X 0 37298 0 0 220326 3850 0 0 1 0 GOLDMAN SACHS 719 2ND AVE SUITE 1300 SEATTLE WA 98104 INVESTMENT ADVISORY 114857 1 365493 365493 7289500 6898166 391334 391334 391334 CLASS ACTION STTLMNT 900099 2803 2803 2803 759630 0 0 759630 2957290 2957290 7322 7322 114857 114857 39347 26743 10867 1737 2355 1403 861 91 5591 4745 770 76 57883 36772 18723 2388 1050 808 190 52 BOARD/COMMITTEE EXPENSE 15092 15092 NEWSLETTER/PUBLICATIONS 4838 4838 PROGRAM EXPENSE 333 333 3205958 3048024 153590 4344 92129 105303 295096 271186 5724 9302 14547189 12571965 19600 21921 14959738 12979677 8447 4553 234545 281290 242992 285843 X 4716746 2693834 10000000 10000000 14716746 12693834 14959738 12979677 -2446328 423416 0 X X 0 1 X 1 0 X X 1 HENRY M JACKSON FOUNDATION 521313011 7 1 3048024 0 1 3048024 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: $ 90,734 GRANTS PAID DIRECTLY TO HENRY M. JACKSON FOUNDATION: $2,500,000 OTHER GRANTS PAID, WHICH MEET THE PURPOSE AND MISSION OF THE SUPPORTED ORGANIZATION, THE HENRY M. JACKSON FOUNDATION: $ 457,290 TOTAL: $3,048,024 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 15131784 141095 1617313 488530 547170 309120 15545372 0.34960 0.65040 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 ENVIRONMENTAL & ENERGY STUDY INSTITUTE 1020 19TH ST NW SUITE 650 WASHINGTON DC 20036 521268030 501(C)(3) 30000 SUPPORT OF CLIMATE CHANGE, NATIONAL SECURITY POLICY ENVIRONMENTAL PROTECTION NETWORK 2926 LEGATION STREET NW WASHINGTON DC 20015 821378870 501(C)(3) 20000 GENERAL SUPPORT FREE RUSSIA FOUNDATION (US) 1300 PENNSYLVANIA AVE NW 700 WASHINGTON DC 20004 472437810 501(C)(3) 30000 WASHINGTON DC CONFERENCE, RUSSIAN PRO DEMOCRACY FORCES HUMAN RIGHTS FIRST 805 15TH ST NW SUITE 900 WASHINGTON DC 20005 133116646 501(C)(3) 35000 HUMAN RIGHTS SUPPORT, IMPLEMENTING THE GLOBAL MAGNITSKY ACT MILLENNIAL ACTION PROJECT 1875 CONNECTICUT AVE NW 10TH FLOOR WASHINGTON DC 20009 472802851 501(C)(3) 20000 2018 FUTURE SUMMIT SUPPORT NATIONAL BUREAU OF ASIAN RESEARCH 1414 NE 42ND ST SUITE 300 SEATTLE WA 98105 911444105 501(C)(3) 25000 SUPPORT DUAL THREAT PROJECT OUTRIGHT ACTION INTERNATIONAL 80 MAIDEN LANE SUITE 1505 NEW YORK NY 10038 943139952 501(C)(3) 25000 HUMAN RIGHTS @ THE U.N. SUPPORT 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 SCHOOL PHD FELLOWSHIP UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 63000 JACKSON SCHOOL, 18/19 STRATEGIC INITIATIVES & SUPPORT UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 15000 S. MUNRO SCHOLARSHIP 18/19 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 40000 JACKSON SCHOOL - CENTER FOR HUMAN RIGHTS PROGRAM UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 GOVERNMENT 41930 JACKSON CULP RUSSIAN STUDIES FELLOWSHIP WORLD AFFAIRS COUNCIL 2200 ALASKAN WAY SUITE 450 SEATTLE WA 98121 910586924 501(C)(3) 16000 PUBLIC DISCUSSIONS & COMMUNITY EVENTS SUPPORT HENRY M JACKSON FOUNDATION 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 521313011 501(C)(3) 2500000 GENERAL SUPPORT 10 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. 0 0 0 0 0 0 0 0 0 LARA IGLITZIN EXECUTIVE DIRECTOR 0 178028 0 0 0 5000 0 0 0 3850 0 186878 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, FIRST IN DRAFT FORM AND AGAIN ONCE THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE MEMBERS HAVE PERFORMED THEIR REVIEW AND 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 EXECUTIVE COMMITTEE DETERMINES 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 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0