2015-04-09T17:18:00-05:00 2014-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2013-10-01 061701305 HENRY M JACKSON ENDOWMENT HENR 2066828565 1501 4TH AVENUE NO 1580 SEATTLE WA 98101 LARA IGLITZIN EXECUTIVE DIRECTOR 2066828565 2015-04-02 1 JANE M SEARING P00000565 4254544919 2015-04-02 2013 2016-02-25 16:41:14Z LARA IGLITZIN 1501 4TH AVENUE NO 1580 SEATTLE WA 98101 5716027 0 X WWW.HMJACKSON.ORG X 2002 WA THE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION. 12 12 0 12 0 0 0 0 0 0 400897 768419 0 0 400897 768419 403913 441925 0 0 0 0 0 0 3370 166214 229854 570127 671779 -169230 96640 13457605 13881818 405373 225957 13052232 13655861 SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. 0 0 505096 441925 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. 505096 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 X 12 12 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X JELENA JURKOVIC 2066828565 1501 - 4TH AVENUE STE 1580 SEATTLE WA 98101 HELEN H JACKSON CHAIRMAN 1.00 1.00 X X 0 0 0 JOHN HEMPELMANN PRESIDENT 1.00 5.00 X X 0 0 0 CRAIG GANNETT VICE PRESIDENT 1.00 5.00 X X 0 0 0 LINDA MASON WILGIS VICE PRESIDENT 1.00 1.00 X X 0 0 0 JOEL C MERKEL SECRETARY 1.00 1.00 X X 0 0 0 DAVID ROSTOV TREASURER 1.00 5.00 X X 0 0 0 CHARLES R 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 ANNA MARIE LAURENCE DIRECTOR 1.00 1.00 X 0 0 0 ANDREW MUNRO DIRECTOR 1.00 1.00 X 0 0 0 SUSAN T WICKWIRE DIRECTOR 1.00 1.00 X 0 0 0 LARA IGLITZIN EXECUTIVE DIRECTOR 5.00 35.00 X 0 167135 3924 TAMMY HELGESON CHIEF FINANCIAL OFFICER 3.00 5.00 X 0 0 0 0 167135 3924 0 0 1 0 GOLDMAN SACHS 719 2ND AVENUE SUITE 1300 SEATTLE WA 98104 INVESTMENT MANAGEMENT 133419 1 397788 397788 5318239 4947608 370631 370631 370631 768419 0 0 768419 441925 441925 12091 12091 133419 133419 28860 23161 4549 1150 106 81 25 520 520 46937 32008 12709 2220 PROGRAM EXPENSE 7921 7921 671779 505096 163313 3370 65625 23045 388617 430321 3805 3805 12799286 13223211 149542 155764 50730 45672 13457605 13881818 0 200 162372 225757 243001 0 405373 225957 X 3052232 3655861 10000000 10000000 13052232 13655861 13457605 13881818 X 96640 488323 18666 X X 0 1 X 1 0 X X X 0 0 0 HENRY M JACKSON FOUNDATION 521313011 7 1 1 1 505096 1 505096 SCHEDULE A, PART I, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID AMOUNTS FOR THE BENEFIT OF HENRY M. JACKSON FOUNDATION: 487,902 EXPENSES PAID TO HENRY M. JACKSON FOUNDATION: 17,194 TOTAL: 505,096 13052232 1256741 441925 44505 166682 13655861 12086880 1535479 403913 32847 133367 13052232 10768724 1834404 325704 52135 138409 12086880 11497031 3774 501913 23744 206424 10768724 10530314 955625 367913 170764 89465 96592 11497031 0.27000 0.73000 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 FAVORABLE DETERMINATION LETTERS 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 IS SUBJECT TO INCOME TAX EXAMINATIONS FOR THE CURRENT YEAR AND CERTAIN PRIOR YEARS BASED ON THE APPLICABLE LAWS AND REGULATIONS. 1 UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 35550 0 N/A N/A SUPPORT CHINESE FELLOWSHIP STUDIES UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 35550 0 N/A N/A SUPPORT RUSSIAN FELLOWSHIP STUDIES UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 27500 0 N/A N/A SUPPORT INT'L STUDIES LECTURE IN DC UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 35550 0 N/A N/A SUPPORT DOCTORAL FELLOWSHIP STUDIES UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 7500 0 N/A N/A GSPA ENVIRONMENTAL FELLOWSHIP SUPPORT 2013/2014 UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 7500 0 N/A N/A GSPA ENVIRONMENTAL FELLOWSHIP SUPPORT 2014/2015 NATIONAL BUREAU OF ASIAN RESEARCH 1414 NE 42ND STREET SUITE 300 SEATTLE WA 98105 911444105 501(C)(3) 25000 0 N/A N/A SUPPORT ENERGY CROSSROADS OUTREACH EVENT UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 15000 0 N/A N/A S. MUNRO SCHOLARSHIP SUPPORT 2013/2014 UNIVERSITY OF WASHINGTON PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 15000 0 N/A N/A S. MUNRO SCHOLARSHIP SUPPORT 2014/2015 WASHINGTON WILDLIFE & RECREATION ASSOCIATION 1402 THIRD AVENUE SUITE 507 SEATTLE WA 98101 911190821 501(C)(3) 16800 0 N/A N/A SUPPORT LAND & WATER CONSERVATION FUND EVERETT COMMUNITY COLLEGE 2000 TOWER STREET EVERETT WA 98201 911280495 501(C)(3) 10000 0 N/A N/A SUPPORT OF HONORS PROGRAM CAPSTONE FORUM KENNAN INSTITUTE 1300 PENNSYLVANIA AVENUE NW SUITE 8 8 WASHINGTON DC 20004 521067541 501(C)(3) 20174 0 N/A N/A SUPPORT CONFERENCE ON PUBLIC INTEREST LAW IN RUSSIA KENNAN INSTITUTE 1300 PENNSYLVANIA AVENUE NW SUITE 8 8 WASHINGTON DC 20004 521067541 501(C)(3) 28607 0 N/A N/A SUPPORT CONFERENCE ON U.S. SANCTIONS CITY CLUB OF SEATTLE 1333 FIFTH AVENUE SUITE 24 SEATTLE WA 98101 911148262 501(C)(3) 20000 0 N/A N/A SUPPORT OF CIVIC BOOT CAMP PROGRAM CITY CLUB OF SEATTLE 1333 FIFTH AVENUE SUITE 24 SEATTLE WA 98101 911148262 501(C)(3) 10000 0 N/A N/A SUPPORT OF CIVIC BOOT CAMP ENVIRONMENTAL PROGRAM PACIFIC NW LABORATORY PO BOX 999 RICHLAND WA 99352 314379427 501(C)(3) 47000 0 N/A N/A SUPPORT SYMPOSIUM ON NAT'L SECURITY & CLIMATE CHANGE CENTER FOR NAVAL ANALYSES 3003 WASHINGTON BOULEVARD ARLINGTON VA 22201 541558882 501(C)(3) 22500 0 N/A N/A SUPPORT PUBLIC DISCUSSION ON CLIMATE CHANGE CENTER FOR NAVAL ANALYSES 3003 WASHINGTON BOULEVARD ARLINGTON VA 22201 541558882 501(C)(3) 22500 0 N/A N/A SUPPORT ROUNDTABLE PROGRAM WOODROW WILSON CENTER 1300 PENNSYLVANIA AVENUE NW SUITE 8 8 WASHINGTON DC 20004 521067541 501(C)(3) 13000 0 N/A N/A SUPPORT SYMPOSIUM ON NAT'L SECURITY HENRY M JACKSON FOUNDATION 1501 4TH AVENUE SUITE 1580 SEATTLE WA 98101 521313011 501(C)(3) 17194 0 N/A N/A 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 167135 0 0 0 0 0 0 0 3924 0 171059 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, 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 2014. 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 11 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 B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS PAID AND DETERMINED BY THE 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. SALARIES ARE COMPARED TO BUDGET DURING THE YEAR TO ENSURE CORRECTNESS OF PAY. THIS IS DONE AT THE BEGINNING OF EACH FISCAL YEAR AS PART OF THE BUDGETING PROCESS. OUTSIDE DATA FROM UNITED WAY AND SEVERAL OTHER SOURCES WAS UTILIZED IN THE FISCAL YEAR 2014 BUDGET PLANNING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: RETURNED GRANT 18,666. 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 1501- 4TH AVE SUITE 1580 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 1 0 0 0