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HENRY M JACKSON ENDOWMENT: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
HENRY M JACKSON ENDOWMENT (EIN 06-1701305)
Tax period
2011-10-01 to 2012-09-30
Filed
2013-05-13
IRS object ID
201341339349303034
Schema version
2011v1.5
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

FieldValueIRS element (for citing)
Timestamp2013-05-13T17:12:35-05:00Timestamp
Tax Period End Date2012-09-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN911194016EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1700AddressLine1
CityBELLEVUECity
StateWAState
ZIP Code98004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-10-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN061701305EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HENRY M JACKSON ENDOWMENTBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHENRNameControl
Phone2066828565Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11501 4TH AVENUE NO 1580AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98101ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLARA IGLITZINName
TitleEXECUTIVE DIRECTORTitle
Phone2066828565Phone
Date Signed2013-05-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJANE M SEARINGName
PTINP00000565PTIN
Phone4254544919Phone
Date Prepared2013-05-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLARA IGLITZINNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11501 4TH AVENUE NO 1580AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98101ZIPCode
FieldValueIRS element (for citing)
Gross Receipts11710847GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.HMJACKSON.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2002YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionTHE HENRY M. JACKSON ENDOWMENT IS A SUPPORTING ORGANIZATION OF THE HENRY M. JACKSON FOUNDATION.ActivityOrMissionDescription
Nbr Voting Members Governing Body11NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers12TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY10132ProgramServiceRevenueCY
Investment Income Prior Year827065InvestmentIncomePriorYear
Investment Income Current Year896629InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year827065TotalRevenuePriorYear
Total Revenue Current Year906761TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year501913GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY325704GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2741TotalFundrsngExpCurrentYear
Other Expense Prior Year230168OtherExpensePriorYear
Other Expenses Current Year190544OtherExpensesCurrentYear
Total Expenses Prior Year732081TotalExpensesPriorYear
Total Expenses Current Year516248TotalExpensesCurrentYear
Revenues Less Expenses Prior Year94984RevenuesLessExpensesPriorYear
Revenues Less Expenses CY390513RevenuesLessExpensesCY
Total Assets BOY11282837TotalAssetsBOY
Total Assets EOY12528323TotalAssetsEOY
Total Liabilities BOY514113TotalLiabilitiesBOY
Total Liabilities EOY441443TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY10768724NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY12086880NetAssetsOrFundBalancesEOY
Mission DescriptionSUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense375098Expense
Grants325704Grants
Revenue10132Revenue
DescriptionTHE 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 Expense375098TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members11NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties1DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JELENA JURKOVICBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2066828565TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11501 - 4TH AVENUE STE 1580AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98101ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (14 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
HELEN H JACKSON
CHAIRMAN1.00XX000
JOHN HEMPELMANN
PRESIDENT3.00XX000
CRAIG GANNETT
VICE PRESIDENT2.00XX000
LINDA MASON WILGIS
VICE PRESIDENT1.00XX000
DAVID ROSTOV
TREASURER1.00XX000
ANNA MARIE LAURENCE
SECRETARY1.00XX000
JOEL C MERKEL
DIRECTOR1.00X000
CHARLES R BLUMENFELD
DIRECTOR1.00X000
SUSAN GOLUB
DIRECTOR1.00X000
EILEEN GREVEY HILLSON
DIRECTOR1.00X000
TOM LUCE
DIRECTOR1.00X000
SUSAN T WICKWIRE
DIRECTOR1.00X000
LARA IGLITZIN
EXECUTIVE DIRECTOR5.00X01586503924
TAMMY HELGESON
CFO5.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs158650TotalReportableCompFrmRltdOrgs
Total Other Compensation3924TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1GOLDMAN SACHSBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1719 2ND AVENUEAddressLine1
CitySEATTLECity
StateWAState
ZIP Code98104ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesINVESTMENT ADVISORSDescriptionOfServices
Compensation107875Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionRETURNED GRANTDescription
Business Code900099BusinessCode
Total Revenue Column10132TotalRevenueColumn
Related Or Exempt Function Income10132RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue10132TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column396895TotalRevenueColumn
Exclusion$396,895ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities11303820Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities10804086Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities499734Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column499734TotalRevenueColumn
Exclusion$499,734ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column906761TotalRevenueColumn
Related Or Exempt Function Income10132RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$896,629ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total261821Total
Program Services261821ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total63883Total
Program Services63883ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total4646Total
Management And General4646ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total123757Total
Management And General123757ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total9171Total
Program Services7062ProgramServices
Management And General1651ManagementAndGeneral
Fundraising458Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total5475Total
Program Services4216ProgramServices
Management And General985ManagementAndGeneral
Fundraising274Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total40187Total
Program Services30944ProgramServices
Management And General7234ManagementAndGeneral
Fundraising2009Fundraising

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total7308Total
Program Services7172ProgramServices
Management And General136ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total516248Total
Program Services375098ProgramServices
Management And General138409ManagementAndGeneral
Fundraising2741Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY206284BOY
EOY326256EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY128372BOY
EOY317161EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3805BOY
EOY3805EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY10898023BOY
EOY11688225EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY142228EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY46353BOY
EOY50648EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY11282837BOY
EOY12528323EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY268851BOY
EOY198442EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY245262BOY
EOY243001EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY514113BOY
EOY441443EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY768724BOY
EOY2086880EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY10000000BOY
EOY10000000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10768724BOY
EOY12086880EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11282837BOY
EOY12528323EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses390513ReconcilationRevenueExpenses
Reconcilation Other Changes927643ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1HENRY M JACKSON FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
EIN521313011EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$375,098Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts375098SumOfAmounts
General ExplanationSCHEDULE 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: 325,704 EXPENSES PAID TO HENRY M. JACKSON FOUNDATION: 49,394 TOTAL: 375,098GeneralExplanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance10768724BeginningOfYearBalance
Investment Earnings Or Losses1834404InvestmentEarningsOrLosses
Grants Or Scholarships325704GrantsOrScholarships
Other Expenditures52135OtherExpenditures
Administrative Expenses138409AdministrativeExpenses
End Of Year Balance12086880EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance11497031BeginningOfYearBalance
Investment Earnings Or Losses3774InvestmentEarningsOrLosses
Grants Or Scholarships501913GrantsOrScholarships
Other Expenditures23744OtherExpenditures
Administrative Expenses206424AdministrativeExpenses
End Of Year Balance10768724EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance10530314BeginningOfYearBalance
Contributions955625Contributions
Investment Earnings Or Losses367913InvestmentEarningsOrLosses
Grants Or Scholarships170764GrantsOrScholarships
Other Expenditures89465OtherExpenditures
Administrative Expenses96592AdministrativeExpenses
End Of Year Balance11497031EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance12965994BeginningOfYearBalance
Investment Earnings Or Losses156458InvestmentEarningsOrLosses
Grants Or Scholarships1430212GrantsOrScholarships
Other Expenditures1011899OtherExpenditures
Administrative Expenses150027AdministrativeExpenses
End Of Year Balance10530314EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.17270BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.82730PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDUE TO RELATED ORGDescription
Amount$243,001Amount
FieldValueIRS element (for citing)
Total Of Amounts243001TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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: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 F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionRUSSIA & THE NEWLY INDEPENDENT STATES -Region
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedGRANTS MADE TO CHARITABLE ORGANIZATIONS LOCATED IN RUSSIATypeOfActivitiesConducted
Specific Services ProvidedNOT APPLICABLESpecificServicesProvided
Total Expenditures63883TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent63883SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent63883TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
RUSSIA & THE NEWLY INDEPENDENT STATES -HUMAN RIGHTS10000WIRE TRANSFER
RUSSIA & THE NEWLY INDEPENDENT STATES -HUMAN RIGHTS14793WIRE TRANSFER
RUSSIA & THE NEWLY INDEPENDENT STATES -HUMAN RIGHTS19000WIRE TRANSFER
RUSSIA & THE NEWLY INDEPENDENT STATES -HUMAN RIGHTS20090WIRE TRANSFER
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs4TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifierExplanationExplanation
PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:SCHEDULE F, 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, THE EXECUTIVE DIRECTOR.
SCHEDULE F, PART IV, LINE 1: FORM 926 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS IN I.R.C. SEC. 6038(A)(1)(A).

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (12 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrant
UNIVERSITY OF WASHINGTON FOUNDATION
UNIV OF WA PO BOX 353650SEATTLEWA98105943079432501(C)(3)7839N/AN/ASUPPORT RUSSIAN FELLOWSHIP STUDIES
UNIVERSITY OF WASHINGTON FOUNDATION
UNIV OF WA PO BOX 353650SEATTLEWA98105943079432501(C)(3)32681N/AN/ASUPPORT JACKSON SCHOOL OF INT'L STUDIES, HUMAN RIGHTS ASSISTANT
UNIVERSITY OF WASHINGTON FOUNDATION
UNIV OF WA PO BOX 353650SEATTLEWA98105943079432501(C)(3)10000N/AN/ASUPPORT HELEN H. JACKSON CHAIR, JACKSON SCHOOL OF INT'L STUDIES - SPEAKER SERIES
UNIVERSITY OF WASHINGTON FOUNDATION
UNIV OF WA PO BOX 353650SEATTLEWA98105943079432501(C)(3)5313N/AN/ASUPPORT CHINESE FELLOWSHIP STUDIES
UNIVERSITY OF WASHINGTON FOUNDATION
UNIV OF WA PO BOX 353650SEATTLEWA98105943079432501(C)(3)7500N/AN/AGSPA ENVIRONMENTAL FELLOWSHIP SUPPORT
UNIVERSITY OF WASHINGTON FOUNDATION
UNIV OF WA PO BOX 353650SEATTLEWA98105943079432501(C)(3)15000N/AN/AS. MUNRO SCHOLARSHIP PROGRAM SUPPORT
UNIVERSITY OF WASHINGTON FOUNDATION
UNIV OF WA PO BOX 353650SEATTLEWA98105943079432501(C)(3)35000N/AN/ADC ROUNDTABLE DISCUSSION
HISTORY LINK
1411 4TH AVENUE SUITE 803SEATTLEWA98101911872538501(C)(3)15230N/AN/AENVIRONMENTAL
KENNAN INSTITUTE
1300 PENNSYLVANIA AVENUEWASHINGTONDC20004521067541501(C)(3)46729N/AN/AHUMAN RIGHTS
NATIONAL BUREAU OF ASIAN RESEARCH
1414 NE 42ND STREET SUITE 300SEATTLEWA98105911444105501(C)(3)35000N/AN/AINTERNATIONAL STUDIES
BIPARTISAN POLICY CENTER
1225 I STREET NWWASHINGTONDC20005731628382501(C)(3)26529N/AN/ASUPPORT OF LEADERSHIP SPEAKER SERIES
NORTH CASCADES INSTITUTE
810 STATE ROUTE 20SEDROWOOLLEYWA98284911327775501(C)(3)25000N/AN/AYOUTH LEADERSHIP CONFERENCE
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants6TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonLARA IGLITZINNamePerson
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs158650CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs3924NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs162574TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATIONIdentifier
Return ReferencePART IIIReturnReference
ExplanationTHE 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 (9 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART I, LINE 6THE BOARD OF GOVERNORS IS COMPRISED OF VOLUNTEERS, 12 INDIVIDUALS SERVED THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION A, LINE 2HELEN H. JACKSON AND ANNA MARIE LAURENCE HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 3THE ENDOWMENT PAYS A MANAGEMENT COMPANY FOR THE SERVICES OF ITS CFO.
FORM 990, PART VI, SECTION B, LINE 11BOARD 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 12CANNUALLY, 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 2012 BUDGET PLANNING PROCESS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART VIIAVERAGE NUMBER OF HOURS WORKED PER WEEK BY PERSONS DISCLOSED IN PART VII, SECTION A, AT A RELATED ORGANIZATION: LARA IGLITZIN - 40 HOURS TAMMY HELGESON - 3 HOURS HELEN H. JACKSON - 2 HOURS JOHN HEMPELMANN - 6 HOURS CRAIG GANNETT - 4 HOURS LINDA MASON WILGIS - 2 HOURS DAVID ROSTOV - 2 HOURS ANNA MARIE LAURENCE - 2 HOURS JOEL C. MERKEL - 2 HOURS CHARLES R. BLUMENFELD - 2 HOURS SUSAN GOLUB - 2 HOURS EILEEN GREVEY HILLSON - 2 HOURS TOM LUCE - 2 HOURS SUSAN T. WICKWIRE - 2 HOURS
FORM 990, PART XI, LINE 5:NET UNREALIZED GAINS ON INVESTMENTS: 927,643.CHANGES IN NET ASSETS OR FUND BALANCES:

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1HENRY M JACKSON FOUNDATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11501- 4TH AVE SUITE 1580AddressLine1
CitySEATTLECity
StateWAState
ZIP Code98101ZIPCode
FieldValueIRS element (for citing)
EIN521313011EIN
Primary ActivitiesSUPPORT EDUCATIONAL PROGRAMSPrimaryActivities
Legal Domicile StateDCLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 7PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg