HENRY M JACKSON ENDOWMENT: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HENRY M JACKSON ENDOWMENT (EIN 06-1701305)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-05-14
- IRS object ID
- 201431349349307268
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-14T16:22:40-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911194016 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061701305 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON ENDOWMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HENR | NameControl |
| Phone | 2066828565 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 4TH AVENUE NO 1580 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LARA IGLITZIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2066828565 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE M SEARING | Name |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | Phone |
| Date Prepared | 2014-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LARA IGLITZIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 4TH AVENUE NO 1580 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3685160 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HMJACKSON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2002 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | THE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10132 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 896629 | InvestmentIncomePriorYear |
| Investment Income Current Year | 400897 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 906761 | TotalRevenuePriorYear |
| Total Revenue Current Year | 400897 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 325704 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 403913 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1816 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 190544 | OtherExpensePriorYear |
| Other Expenses Current Year | 166214 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 516248 | TotalExpensesPriorYear |
| Total Expenses Current Year | 570127 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 390513 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -169230 | RevenuesLessExpensesCY |
| Total Assets BOY | 12528323 | TotalAssetsBOY |
| Total Assets EOY | 13457605 | TotalAssetsEOY |
| Total Liabilities BOY | 441443 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 405373 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 12086880 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13052232 | NetAssetsOrFundBalancesEOY |
| Mission Description | SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 436760 | Expense |
| Grants | 403913 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 436760 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JELENA JURKOVIC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2066828565 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 - 4TH AVENUE STE 1580 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| 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 | 4.00 | X | X | 0 | 0 | 0 |
| DAVID ROSTOV | |||||||
| TREASURER | 1.00 | 1.00 | X | X | 0 | 0 | 0 |
| JOEL C MERKEL | |||||||
| SECRETARY | 1.00 | 1.00 | X | X | 0 | 0 | 0 |
| ANNA MARIE LAURENCE | |||||||
| DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| CHARLES R BLUMENFELD | |||||||
| DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| EILEEN GREVEY HILLSON | |||||||
| DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| CAROL HARRIS | |||||||
| DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| SUSAN T WICKWIRE | |||||||
| DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| LINDA MASON WILGIS | |||||||
| DIRECTOR | 1.00 | 1.00 | X | 0 | 0 | 0 | |
| LARA IGLITZIN | |||||||
| EXECUTIVE DIRECTOR | 5.00 | 35.00 | X | 0 | 160439 | 3924 | |
| TAMMY HELGESON | |||||||
| CFO | 3.00 | 5.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 160439 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3924 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 2ND AVENUE SUITE 1300 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MANAGEMENT | DescriptionOfServices |
| Compensation | 118319 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 407345 | TotalRevenueColumn |
| Exclusion | $407,345 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3277815 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3284263 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -6448 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6448 | TotalRevenueColumn |
| Exclusion | -$6,448 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 400897 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $400,897 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 403913 | Total |
| Program Services | 403913 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5150 | Total |
| Management And General | 5150 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118318 | Total |
| Management And General | 118318 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86 | Total |
| Management And General | 86 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42660 | Total |
| Program Services | 32847 | ProgramServices |
| Management And General | 7997 | ManagementAndGeneral |
| Fundraising | 1816 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570127 | Total |
| Program Services | 436760 | ProgramServices |
| Management And General | 131551 | ManagementAndGeneral |
| Fundraising | 1816 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 326256 | BOY |
| EOY | 65625 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317161 | BOY |
| EOY | 388617 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3805 | BOY |
| EOY | 3805 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11688225 | BOY |
| EOY | 12799286 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142228 | BOY |
| EOY | 149542 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50648 | BOY |
| EOY | 50730 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12528323 | BOY |
| EOY | 13457605 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198442 | BOY |
| EOY | 162372 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243001 | BOY |
| EOY | 243001 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 441443 | BOY |
| EOY | 405373 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2086880 | BOY |
| EOY | 3052232 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000000 | BOY |
| EOY | 10000000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12086880 | BOY |
| EOY | 13052232 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12528323 | BOY |
| EOY | 13457605 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -169230 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1134582 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521313011 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $436,760 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 436760 | SumOfAmounts |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART I, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID AMOUNTS FOR THE BENEFIT OF HENRY M. JACKSON FOUNDATION: 403,913 EXPENSES PAID TO HENRY M. JACKSON FOUNDATION: 32,847 TOTAL: 436,760 | GeneralExplanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12086880 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1535479 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 403913 | GrantsOrScholarships |
| Other Expenditures | 32847 | OtherExpenditures |
| Administrative Expenses | 133367 | AdministrativeExpenses |
| End Of Year Balance | 13052232 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10768724 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1834404 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 325704 | GrantsOrScholarships |
| Other Expenditures | 52135 | OtherExpenditures |
| Administrative Expenses | 138409 | AdministrativeExpenses |
| End Of Year Balance | 12086880 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11497031 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3774 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 501913 | GrantsOrScholarships |
| Other Expenditures | 23744 | OtherExpenditures |
| Administrative Expenses | 206424 | AdministrativeExpenses |
| End Of Year Balance | 10768724 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10530314 | BeginningOfYearBalance |
| Contributions | 955625 | Contributions |
| Investment Earnings Or Losses | 367913 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 170764 | GrantsOrScholarships |
| Other Expenditures | 89465 | OtherExpenditures |
| Administrative Expenses | 96592 | AdministrativeExpenses |
| End Of Year Balance | 11497031 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12965994 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 156458 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1430212 | GrantsOrScholarships |
| Other Expenditures | 1011899 | OtherExpenditures |
| Administrative Expenses | 150027 | AdministrativeExpenses |
| End Of Year Balance | 10530314 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.23400 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.76600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO RELATED ORG | Description |
| Amount | $243,001 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 243001 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF WASHINGTON | ||||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | 501(C)(3) | 68274 | 0 | N/A | N/A | SUPPORT CHINESE FELLOWSHIP STUDIES |
| UNIVERSITY OF WASHINGTON | ||||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | 501(C)(3) | 68274 | 0 | N/A | N/A | SUPPORT RUSSIAN FELLOWSHIP STUDIES |
| UNIVERSITY OF WASHINGTON | ||||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | 501(C)(3) | 29211 | 0 | N/A | N/A | SUPPORT JACKSON SCHOOL INT'L STUDIES, HUMAN RIGHTS ASSISTANT |
| UNIVERSITY OF WASHINGTON | ||||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | 501(C)(3) | 30000 | 0 | N/A | N/A | SUPPORT JACKSON SCHOOL INT'L STUDIES, LECTURE SERIES |
| UNIVERSITY OF WASHINGTON | ||||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | 501(C)(3) | 12000 | 0 | N/A | N/A | SUPPORT JACKSON SCHOOL INT'L STUDIES, HUMAN RIGHTS/BEST PRACTICES |
| UNIVERSITY OF WASHINGTON | ||||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | 501(C)(3) | 68274 | 0 | N/A | N/A | SUPPORT JACKSON SCHOOL INT'L STUDIES, PHD FELLOWSHIP |
| UNIVERSITY OF WASHINGTON | ||||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | 501(C)(3) | 7500 | 0 | N/A | N/A | GSPA ENVIRONMENTAL FELLOWSHIP SUPPORT |
| NATIONAL BUREAU OF ASIAN RESEARCH | ||||||||||
| 1414 NE 42ND STREET SUITE 300 | SEATTLE | WA | 98105 | 911444105 | 501(C)(3) | 30380 | 0 | N/A | N/A | SUPPORT CHINA RULE OF LAW CONFERENCE |
| NATIONAL BUREAU OF ASIAN RESEARCH | ||||||||||
| 1414 NE 42ND STREET SUITE 300 | SEATTLE | WA | 98105 | 911444105 | 501(C)(3) | 20000 | 0 | N/A | N/A | SUPPORT U.S./SE ASIA RELATIONS PROGRAM |
| UNIVERSITY OF WASHINGTON | ||||||||||
| PO BOX 353650 | SEATTLE | WA | 98105 | 943079432 | 501(C)(3) | 15000 | 0 | N/A | N/A | S. MUNRO SCHOLARSHIP SUPPORT |
| NORTH CASCADES INSTITUTE | ||||||||||
| 810 STATE ROUTE 20 | SEDRO WOOLLEY | WA | 98284 | 911327775 | 501(C)(3) | 15000 | 0 | N/A | N/A | SUPPORT YOUTH LEADERSHIP CONFERENCE |
| CLIMATE SOLUTIONS | ||||||||||
| 1402 3RD AVENUE SUITE 1305 | SEATTLE | WA | 98101 | 911123302 | 501(C)(3) | 20000 | 0 | N/A | N/A | SUPPORT NEW ENERGY CITIES 2013 CONFERENCE |
| BIPARTISAN POLICY CENTER | ||||||||||
| 1225 I STREET NW | WASHINGTON | DC | 20005 | 731628382 | 501(C)(3) | 20000 | 0 | N/A | N/A | SUPPORT FOREIGN POLICY LEADERSHIP IN CONGRESS SPEAKER SERIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LARA IGLITZIN | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 160439 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 3924 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 164363 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 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 2013. 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. |
| 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 2013 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 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
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY M JACKSON FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501- 4TH AVE SUITE 1580 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521313011 | EIN |
| Primary Activities | SUPPORT EDUCATIONAL PROGRAMS | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |