2012-07-16T12:13:27-05:00 2011-09-30 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2010-10-01 061701305 HENRY M JACKSON ENDOWMENT HENR 2066828565 1501 4TH AVENUE NO 1580 SEATTLE WA 98101 LARA IGLITZIN 2066828565 2012-07-12 1 JANE M SEARING 4254544919 2012-07-18 2010 2016-02-24 21:20:13Z LARA IGLITZIN 1501 4TH AVENUE NO 1580 SEATTLE WA 98101 7750418 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 -60696 827065 0 0 -60696 827065 119200 501913 0 0 0 0 0 0 0 237621 230168 356821 732081 -417517 94984 13251981 11282837 1754950 514113 11497031 10768724 SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION. 0 0 525657 501913 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. 525657 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 1 0 0 1 1 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 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X JELENA JURKOVIC 2066828565 1501 - 4TH AVENUE STE 1580 SEATTLE WA 98101 X HELEN H JACKSON 2.00 X X 0 0 0 JOHN HEMPELMANN 6.00 X X 0 0 0 CRAIG GANNETT 4.00 X X 0 0 0 LINDA MASON WILGIS 2.00 X X 0 0 0 DAVID ROSTOV 2.00 X X 0 0 0 ANNA MARIE LAURENCE 2.00 X X 0 0 0 JOEL MERKEL 2.00 X 0 0 0 CHARLES BLUMENFELD 2.00 X 0 0 0 SUSAN GOLUB 2.00 X 0 0 0 EILEEN GREVEY HILLSON 2.00 X 0 0 0 TOM LUCE 2.00 X 0 0 0 SUSAN WICKWIRE 2.00 X 0 0 0 LARA IGLITZIN 5.00 X 0 158651 6590 0 158651 6590 0 0 1 0 GOLDMAN SACHS 719 2ND AVENUE SEATTLE WA 98104 INVESTMENT ADVISORS 104093 1 339308 339308 7411110 6923353 487757 487757 487757 827065 0 0 827065 462513 462513 39400 39400 6278 6278 26341 26341 104093 104093 31986 6402 25584 125 125 5260 5260 38868 38868 PUBLICATIONS 7840 7840 MEMORIAL LECTURES/TRANS 6810 6810 HUMAN RIGHTS PROGRAM 2051 2051 FELLOWSHIP LUNCHEON 516 516 732081 525657 206424 0 102278 206284 51907 128372 8305 3805 13077733 10898023 11758 46353 13251981 11282837 5050 107068 268851 1642832 245262 1754950 514113 X 1497031 768724 10000000 10000000 11497031 10768724 13251981 11282837 X 94984 -823291 X 0 1 1 X 0 X X X 0 0 0 HENRY M JACKSON FOUNDATION 521313011 7 1 1 1 525657 1 525657 11497031 3774 501913 23744 206424 10768724 10530314 955625 367913 170764 89465 96592 11497031 12965994 156458 1430212 1011899 150027 10530314 0.07100 0.92900 0.00000 0 0 0 DUE TO RELATED ORG 245262 245262 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. 1 RUSSIA & THE NEWLY INDEPENDENT STATES 0 0 GRANTS MADE TO CHARITABLE ORGANIZATIONS LOCATED IN RUSSIA NOT APPLICABLE 15400 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS MADE TOCHARITABLE ORGANIZATIONS LOCATED IN EUROPE NOT APPLICABLE 24000 0 0 0 0 0 0 39400 0 39400 RUSSIA & THE NEWLY INDEPENDENT STATES HUMAN RIGHTS 15400 WIRE TRANSFER EUROPE (INCLUDING ICELAND & GREENLAND) INTERNATIONAL AFFAIRS EDUCATION 24000 WIRE TRANSFER 2 0 1 0 0 0 0 0 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. OTHER INFORMATION SCHEDULE F, PART V 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). 1 UNIVERSITY OF WASHINGTON FOUNDATION UNIV OF WA PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 15000 N/A N/A STERLING MUNRO SCHOLARSHIP - PUBLIC SERVICE UNIVERSITY OF WASHINGTON FOUNDATION UNIV OF WA PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 7500 N/A N/A GSPA ENVIRONMENTAL FELLOWSHIP UNIVERSITY OF WASHINGTON FOUNDATION UNIV OF WA PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 67285 N/A N/A CULP GRADUATE FELLOWSHIP - CHINA UNIVERSITY OF WASHINGTON FOUNDATION UNIV OF WA PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 98776 N/A N/A CULP GRADUATE FELLOWSHIP - RUSSIA UNIVERSITY OF WASHINGTON FOUNDATION UNIV OF WA PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 52500 N/A N/A JSIS INTERNATIONAL PROGRAMS UNIVERSITY OF WASHINGTON FOUNDATION UNIV OF WA PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 31956 N/A N/A JSIS STAFF POSITION UNIVERSITY OF WASHINGTON FOUNDATION UNIV OF WA PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 10000 N/A N/A JSIS CHINA COMMERCE BRIEFING UNIVERSITY OF WASHINGTON FOUNDATION UNIV OF WA PO BOX 353650 SEATTLE WA 98105 943079432 501(C)(3) 21996 N/A N/A JSIS HUMAN RIGHTS ASSISTANT CLIMATE SOLUTIONS 1402 THIRD AVENUE SUITE 1305 SEATTLE WA 98101 911123302 501(C)(3) 40000 N/A N/A ENVIRONMENTAL & NATURAL RESOURCES HISTORY LINK 1411 4TH AVENUE SUITE 803 SEATTLE WA 98101 911872538 501(C)(3) 10000 N/A N/A ENVIRONMENTAL & NATURAL RESOURCES KENNAN INSTITUTE 1300 PENNSYLVANIA AVENUE WASHINGTON DC 20004 521067541 501(C)(3) 45000 N/A N/A HUMAN RIGHTS INTERNATIONAL COALITION OF SITES OF CONSCIOUSNESS 333 7TH AVENUE 14TH FLOOR NEW YORK NY 10001 204874389 501(C)(3) 10000 N/A N/A HUMAN RIGHTS NATIONAL BUREAU OF ASIAN RESEARCH 1414 NE 42ND STREET SUITE 300 SEATTLE WA 98105 911444105 501(C)(3) 27500 N/A N/A INTERNATIONAL EDUCATION THE BROOKINGS INSTITUTE 1775 MASSACHUSETTS AVE NW WASHINGTON DC 20036 530196577 501(C)(3) 25000 N/A N/A PUBLIC SERVICE 7 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 158651 0 0 0 0 0 0 0 6590 0 165241 0 0 SUPPLEMENTAL INFORMATION PART III THE ORGANIZATION RELIED ON THE COMPENSATION AS DETERMINED BY THE RELAETD 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 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 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. IF A CONFLICT ARISES, THE CONFLICTED BOARD MEMBER RECUSES THEMSELVES 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. LAST SALARY REVIEW WAS PERFORMED IN FALL 2011 FOR THE UPCOMING FISCAL YEAR 2012. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII LARA IGLITZIN, EXECUTIVE DIRECTOR, SPENDS 40 HOURS PER WEEK AS EXECUTIVE DIRECTOR OF A RELATED ORGANIZATION, HENRY M. JACKSON FOUNDATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -823,291. 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 1 1 0 0 1 0