HENRY M JACKSON ENDOWMENT: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HENRY M JACKSON ENDOWMENT (EIN 06-1701305)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-13
- IRS object ID
- 201800449349301330
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-13T14:29:12-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061701305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON ENDOWMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HENR | BusinessNameControlTxt |
| Phone | 2066828565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE NO 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARA IGLITZIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2066828565 | PhoneNum |
| Signature | 2018-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2018-02-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-12 | IPDt |
| IP Tm | 15:45:33 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EE9472A6866F5D2CC65667176191C38BB98995E0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E84C8B0693DA92A08821FFD519737EBA88403786 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LARA IGLITZIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE NO 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,855,248 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HMJACKSON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $351,263 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,852,952 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $49 | CYOtherRevenueAmt |
| PY Total Revenue | $351,263 | PYTotalRevenueAmt |
| CY Total Revenue | $2,853,001 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $395,650 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $397,545 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,010 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $204,836 | PYOtherExpensesAmt |
| CY Other Expenses | $211,274 | CYOtherExpensesAmt |
| PY Total Expenses | $600,486 | PYTotalExpensesAmt |
| CY Total Expenses | $608,819 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$249,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,244,182 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,766,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,959,738 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $221,150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $242,992 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,545,602 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,716,746 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $459,328 | ExpenseAmt |
| Grant | $397,545 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $459,328 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN FRANKENSTEIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066828565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 FIFTH AVENUE NO 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| HELEN H JACKSON | |||||||
| CHAIRMAN EMERITUS | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HEMPELMANN | |||||||
| PRESIDENT | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CRAIG GANNETT | |||||||
| VICE PRESIDENT | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LINDA MASON WILGIS | |||||||
| VICE PRESIDENT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID ROSTOV | |||||||
| TREASURER | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOEL MERKEL | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHARLES BLUMENFELD | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN GREVEY HILLSON | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL HARRIS | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNA MARIE LAURENCE | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW D MUNRO | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN WICKWIRE | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARA IGLITZIN | |||||||
| EXECUTIVE DIRECTOR | 5.00 | 35.00 | $0 | $178,371 | $3,403 | Yes (X) | |
| TAMMY HELGESON | |||||||
| CHIEF FINANCIAL OFFICER | 3.00 | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $178,371 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,403 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 2ND AVENUE SUITE 1300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $119,146 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $357,942 | TotalRevenueColumnAmt |
| Exclusion | $357,942 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,497,257 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,002,247 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,495,010 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,495,010 | TotalRevenueColumnAmt |
| Exclusion | $2,495,010 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMNT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $49 | TotalRevenueColumnAmt |
| Exclusion | $49 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $49 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,853,001 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,853,001 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,545 | TotalAmt |
| Program Services | $397,545 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,680 | TotalAmt |
| Management And General | $3,680 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,146 | TotalAmt |
| Management And General | $119,146 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,053 | TotalAmt |
| Program Services | $26,222 | ProgramServicesAmt |
| Management And General | $6,128 | ManagementAndGeneralAmt |
| Fundraising | $1,703 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59 | TotalAmt |
| Program Services | $35 | ProgramServicesAmt |
| Management And General | $24 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,336 | TotalAmt |
| Program Services | $35,526 | ProgramServicesAmt |
| Management And General | $16,503 | ManagementAndGeneralAmt |
| Fundraising | $2,307 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $608,819 | TotalAmt |
| Program Services | $459,328 | ProgramServicesAmt |
| Management And General | $145,481 | ManagementAndGeneralAmt |
| Fundraising | $4,010 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,732 | BOYAmt |
| EOY | $92,129 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,052 | BOYAmt |
| EOY | $295,096 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,952 | BOYAmt |
| EOY | $5,724 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,545,458 | BOYAmt |
| EOY | $14,547,189 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,558 | BOYAmt |
| EOY | $19,600 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,766,752 | BOYAmt |
| EOY | $14,959,738 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,447 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,150 | BOYAmt |
| EOY | $234,545 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,150 | BOYAmt |
| EOY | $242,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,545,602 | BOYAmt |
| EOY | $4,716,746 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000,000 | BOYAmt |
| EOY | $10,000,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,545,602 | BOYAmt |
| EOY | $14,716,746 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,766,752 | BOYAmt |
| EOY | $14,959,738 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,244,182 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,073,038 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521313011 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $459,328 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $459,328 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | Yes (1) | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 6: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE A, PART 1, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID: EXPENSES PAID TO BENEFIT THE HENRY M. JACKSON FOUNDATION: $61,783 GRANTS PAID, WHICH MEET THE PURPOSE AND MISSION OF THE SUPPORTED ORGANIZATION, THE HENRY M. JACKSON FOUNDATION: $397,545 TOTAL: $459,328 | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,512,003 | BeginningYearBalanceAmt |
| Contributions | $481,602 | ContributionsAmt |
| Investment Earnings Or Losses | $1,767,838 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $417,545 | GrantsOrScholarshipsAmt |
| Other Expenditures | $592,107 | OtherExpendituresAmt |
| Administrative Expenses | $174,165 | AdministrativeExpensesAmt |
| End Year Balance | $15,577,626 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,362,536 | BeginningYearBalanceAmt |
| Contributions | $37,172 | ContributionsAmt |
| Investment Earnings Or Losses | $1,349,558 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $416,650 | GrantsOrScholarshipsAmt |
| Other Expenditures | $533,390 | OtherExpendituresAmt |
| Administrative Expenses | $287,223 | AdministrativeExpensesAmt |
| End Year Balance | $14,512,003 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,545,372 | BeginningYearBalanceAmt |
| Contributions | $108,554 | ContributionsAmt |
| Investment Earnings Or Losses | -$162,150 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $332,800 | GrantsOrScholarshipsAmt |
| Other Expenditures | $506,407 | OtherExpendituresAmt |
| Administrative Expenses | $290,033 | AdministrativeExpensesAmt |
| End Year Balance | $14,362,536 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,131,784 | BeginningYearBalanceAmt |
| Contributions | $141,095 | ContributionsAmt |
| Investment Earnings Or Losses | $1,617,313 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $488,530 | GrantsOrScholarshipsAmt |
| Other Expenditures | $547,170 | OtherExpendituresAmt |
| Administrative Expenses | $309,120 | AdministrativeExpensesAmt |
| End Year Balance | $15,545,372 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,355,332 | BeginningYearBalanceAmt |
| Contributions | $140,072 | ContributionsAmt |
| Investment Earnings Or Losses | $1,830,506 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $430,398 | GrantsOrScholarshipsAmt |
| Other Expenditures | $479,973 | OtherExpendituresAmt |
| Administrative Expenses | $283,755 | AdministrativeExpensesAmt |
| End Year Balance | $15,131,784 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.34960 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65040 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| HUMAN RIGHTS FIRST | |||||||||
| 805 - 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | 133116646 | 501(C)(3) | $30,000 | N/A | N/A | HUMAN RIGHTS CONFERENCE & SUPPORT |
| SUSTAINABLE MARKETS FOUNDATION | |||||||||
| 45 WEST 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | 134188834 | 501(C)(3) | $18,000 | N/A | N/A | FISCAL SPONSOR FOR THE CENTER FOR CLIMATE & SECURITY |
| STREET LAW INC | |||||||||
| 1010 WAYNE AVE SUITE 870 | SILVER SPRING | MD | 20910 | 522015256 | 501(C)(3) | $22,000 | N/A | N/A | WORKING STUDY TOUR |
| INSTITUTE ON SCIENCE FOR GLOBAL POLICY | |||||||||
| 13630 E SAHUARO SUNSET RD | TUCSON | AZ | 85749 | 453998749 | 501(C)(3) | $10,000 | N/A | N/A | CLIMATE IMPACT ON NATIONAL SECURITY |
| UNIVERSITY OF WASHINGTON | |||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | GOVERNMENTAL | $12,000 | N/A | N/A | JACKSON SCHOOL - SCHLESINGER LECTURE |
| NORTH CASCADES INSTITUTE | |||||||||
| 810 STATE ROUTE 20 | SEDRO WOOLLEY | WA | 98284 | 911327775 | 501(C)(3) | $6,000 | N/A | N/A | YOUTH LEADERSHIP ADVENTURES |
| SUSTAINABLE MARKETS FOUNDATION | |||||||||
| 45 WEST 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | 134188834 | 501(C)(3) | $35,000 | N/A | N/A | FISCAL SPONSOR FOR THE CENTER FOR CLIMATE & SECURITY |
| UNIVERSITY OF WASHINGTON | |||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | GOVERNMENTAL | $30,000 | N/A | N/A | JACKSON SCHOOL - HUMAN RIGHTS CENTER |
| UNIVERSITY OF WASHINGTON | |||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | GOVERNMENTAL | $60,000 | N/A | N/A | JACKSON SCHOOL - STRATEGIC INITIATIVES |
| NATIONAL BUREAU OF ASIAN RESEARCH | |||||||||
| 1414 NE 42ND ST STE 300 | SEATTLE | WA | 98105 | 911444105 | 501(C)(3) | $22,000 | N/A | N/A | CHINA-RUSSIA COOPERATION IN 21ST CENTURY |
| NORTH CASCADES INSTITUTE | |||||||||
| 810 STATE ROUTE 20 | SEDRO WOOLLEY | WA | 98284 | 911327775 | 501(C)(3) | $10,000 | N/A | N/A | NW YOUTH ENVIRONMENTAL LEADERSHIP SUPPORT |
| CITYCLUB SEATTLE | |||||||||
| 240 - 2ND AVE S SUITE 208 | SEATTLE | WA | 98104 | 911148262 | 501(C)(3) | $7,500 | N/A | N/A | CIVIC BOOT CAMP FOR MILLENNIALS |
| AMPLIFIER | |||||||||
| 220 - 2ND AVE SOUTH | SEATTLE | WA | 98104 | 471612420 | 501(C)(3) | $7,500 | N/A | N/A | MY CLIMATE HERO PROJECT |
| UNIVERSITY OF WASHINGTON | |||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | GOVERNMENTAL | $35,015 | N/A | N/A | JACKSON CULP CHINESE STUDIES FELLOWSHIP |
| UNIVERSITY OF WASHINGTON | |||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | GOVERNMENTAL | $35,015 | N/A | N/A | JACKSON CULP RUSSIAN STUDIES FELLOWSHIP |
| UNIVERSITY OF WASHINGTON | |||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | GOVERNMENTAL | $35,015 | N/A | N/A | JACKSON SCHOOL DOCTORAL FELLOWSHIP |
| UNIVERSITY OF WASHINGTON | |||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | GOVERNMENTAL | $7,500 | N/A | N/A | GSPA ENVIRONMENTAL FELLOW SUPPORT 2017/2018 |
| UNIVERSITY OF WASHINGTON | |||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | GOVERNMENTAL | $15,000 | N/A | N/A | S. MUNRO SCHOLARSHIP 2017/2018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARA IGLITZIN | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $178,371 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $3,403 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $181,774 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6: | THE BOARD OF GOVERNORS IS COMPRISED OF VOLUNTEERS, 12 INDIVIDUALS SERVED THROUGHOUT THE YEAR. |
| FORM 990, PART VI, SECTION A, LINE 2 | HELEN H. JACKSON AND ANNA MARIE LAURENCE HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | TAMMY HELGESON FROM CFO SELECTIONS SERVED AS CFO FOR FISCAL YEAR 2017. HENRY M. JACKSON FOUNDATION PAID CFO SELECTIONS FOR THE SERVICES. TAMMY HELGESON'S COMPENSATION FROM CFO SELECTIONS IS UNAVAILABLE. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 5TH AVE SUITE 1450 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521313011 | EIN |
| Primary Activities | SUPPORT EDUCATIONAL PROGRAMS | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |