2014-05-14T16:22:40-05:00 2013-09-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2012-10-01 061701305 HENRY M JACKSON ENDOWMENT HENR 2066828565 1501 4TH AVENUE NO 1580 SEATTLE WA 98101 LARA IGLITZIN 2066828565 2014-05-13 1 JANE M SEARING P00000565 4254544919 2014-05-14 2012 2015-11-30 17:44:51Z LARA IGLITZIN 1501 4TH AVENUE NO 1580 SEATTLE WA 98101 3685160 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 10132 0 896629 400897 0 0 906761 400897 325704 403913 0 0 0 0 0 0 1816 190544 166214 516248 570127 390513 -169230 12528323 13457605 441443 405373 12086880 13052232 SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. 0 0 436760 403913 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. 436760 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 11 11 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 1.00 1.00 X X 0 0 0 JOHN HEMPELMANN 1.00 5.00 X X 0 0 0 CRAIG GANNETT 1.00 4.00 X X 0 0 0 DAVID ROSTOV 1.00 1.00 X X 0 0 0 JOEL C MERKEL 1.00 1.00 X X 0 0 0 ANNA MARIE LAURENCE 1.00 1.00 X 0 0 0 CHARLES R BLUMENFELD 1.00 1.00 X 0 0 0 EILEEN GREVEY HILLSON 1.00 1.00 X 0 0 0 CAROL HARRIS 1.00 1.00 X 0 0 0 SUSAN T WICKWIRE 1.00 1.00 X 0 0 0 LINDA MASON WILGIS 1.00 1.00 X 0 0 0 LARA IGLITZIN 5.00 35.00 X 0 160439 3924 TAMMY HELGESON 3.00 5.00 X 0 0 0 0 160439 3924 0 0 1 0 GOLDMAN SACHS 719 2ND AVENUE SUITE 1300 SEATTLE WA 98104 INVESTMENT MANAGEMENT 118319 1 407345 407345 3277815 3284263 -6448 -6448 -6448 400897 0 0 400897 403913 403913 5150 5150 118318 118318 86 86 42660 32847 7997 1816 570127 436760 131551 1816 326256 65625 317161 388617 3805 3805 11688225 12799286 142228 149542 50648 50730 12528323 13457605 198442 162372 243001 243001 441443 405373 X 2086880 3052232 10000000 10000000 12086880 13052232 12528323 13457605 -169230 1134582 0 X X 0 1 X 1 0 X X X 0 0 0 HENRY M JACKSON FOUNDATION 521313011 7 1 1 1 436760 1 436760 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 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 12965994 156458 1430212 1011899 150027 10530314 0.23400 0.76600 0.00000 0 0 0 DUE TO RELATED ORG 243001 243001 X 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. 1 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 5 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 LARA IGLITZIN 0 160439 0 0 0 0 0 0 0 3924 0 164363 0 0 SUPPLEMENTAL INFORMATION PART III 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 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0