2026-05-05T11:49:12-05:00 2025-09-30 911194016 CLARK NUBER PS 555 110TH AVE NE SUITE 700 BELLEVUE WA 98004 990PF 2024-10-01 521313011 HENRY M JACKSON FOUNDATION HENR 2066828565 1200 FIFTH AVENUE 1450 SEATTLE WA 98101 KATHRYN TERRY EXECUTIVE DIRECTOR 2066828565 2026-05-01 1 0 JENNIFER BECKER HARRIS P00183358 4254544919 2026-05-01 2024 2025-03-06 01:10:19Z X 16657357 X 18699 353995 351049 283075 7982090 283075 655769 634124 173694 0 173694 196514 0 192215 66033 0 60545 7755 0 10227 53353 11443 41855 140569 108576 33343 20097 0 0 4536 0 74009 0 74009 91978 0 91978 27713 0 27713 92657 0 74705 948908 120019 780284 535000 568500 1483908 120019 1348784 -828139 514105 194093 82440 82440 1017428 1012473 1012473 25950 11406 11406 11841332 12185997 12185997 2980147 3070136 3070136 156226 168749 168749 70329 45962 24506 24367 24367 153920 101789 101789 16393602 16657357 16657357 67943 92667 117000 83500 143285 82146 328228 258313 X 70241 70241 15995133 16328803 16065374 16399044 16393602 16657357 16065374 -828139 1161809 16399044 0 16399044 MARKETABLE SECURITIES 2022-10-01 2025-09-30 7955309 7699015 256294 256294 CAPITAL GAIN DIVIDENDS 2022-10-01 2025-09-30 26781 26781 26781 283075 7146 0 7146 0 7146 5997 0 5000 0 10997 X 0 3851 3851 0 0 0 0 0 0 0 0 1 0 0 1 1 WA 1 0 0 0 0 1 WWW.HMJACKSON.ORG KATHRYN TERRY 2066828565 1200 FIFTH AVENUE 1450 SEATTLE WA 98101 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TOM BUGERT 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 VICE PRESIDENT 1.00 0 0 0 LINDA MASON WILGIS 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 VICE PRESIDENT 1.00 0 0 0 ANNA MARIE LAURENCE 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 SECRETARY 1.00 0 0 0 DAVID ROSTOV 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 TREASURER 1.00 0 0 0 JOEL MERKEL 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 GENERAL COUNSEL 1.00 0 0 0 ALEX ADAMS 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 KEIKO BUDECH 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 BEN COOPER - THROUGH 123124 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 MARIA DENNY 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 MICHELE FRIX 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 CRAIG GANNETT - THROUGH 123124 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 CAROL HARRIS 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 JOHN HEMPELMANN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 MICHAEL MAGE 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 ANDREW MUNRO 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 ALYSSA PATRICK 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 LARRY PHILLIPS 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 KARLA GRAUE PRATT 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 ANNIE THOMPSON 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 BOARD MEMBER 0.50 0 0 0 KIANA SCOTT 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 PRESIDENT 5.00 0 0 0 KATHRYN TERRY 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 EXECUTIVE DIRECTOR 40.00 173694 19021 0 MAURA SULLIVAN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 PROGRAM OFFICER 40.00 106595 14617 0 CAROL VIPPERMAN 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 SENIOR ADVISOR & PRO 20.00 61845 1825 0 0 GOLDMAN SACHS & CO LLC 401 UNION STREET SUITE 3700 SEATTLE WA 98101 INVESTMENT MANAGEMENT 108576 0 THE JACKSON LEADERSHIP FELLOWS PROGRAM IS AN ANNUAL PROGRAM WHERE INDIVIDUALS LEARN ABOUT THE JACKSON LEGACY. 120445 0 15631593 118236 0 15749829 0 0 15749829 236247 15513582 775679 775679 7146 7146 768533 0 768533 0 768533 1348784 0 4397 1353181 768533 0 0 290278 279370 254473 317938 1142059 1353181 0 0 0 768533 584648 0 0 1726707 0 0 0 0 0 0 0 1726707 290278 279370 254473 317938 584648 MAURA SULLIVAN PROGRAM OFFICER 1200 FIFTH AVENUE SUITE 1450 SEATTLE WA 98101 2066828565 STRATEGIC INITIATIVES GRANTS ($10K+): APPLICANTS SUBMIT A LETTER OF INTENT (LOI), AND AFTER REVIEW MAY BE INVITED FOR A FULL PROPOSAL, WHICH INCLUDES: PROGRAM DESCRIPTION, GOALS/OUTCOMES, AND PLANS FOR EVALUATION; IMPLEMENTATION STRATEGY AND BUDGET; DESCRIPTION OF THE ORGANIZATION AND FINANCIAL STATEMENT; IRS 501(C)(3) DETERMINATION LETTER. OPPORTUNITY GRANTS (LESS THAN $10K): LOI WITH INFORMATION ABOUT THE ORGANIZATION; DETAILS ABOUT THE PROPOSED PROJECT; AND A PROJECT BUDGET. APPLICANTS CAN USE THE ONLINE APPLICATION SYSTEM OR SEND MATERIALS DIRECTLY TO THE FOUNDATION. STRATEGIC INITIATIVE GRANT APPLICATIONS QUARTERLY: JANUARY 1, APRIL 1, JULY 1, AND OCTOBER 1. GRANTS MUST SUPPORT THE FOUNDATION'S GOALS OF LEADERSHIP, ENVIRONMENT, HUMAN RIGHTS AND/OR INTERNATIONAL AFFAIRS EDUCATION. SOME OF THE OPPORTUNITY GRANT FUNDS FOCUS ON GROUPS OPERATING IN SNOHOMISH COUNTY, WASHINGTON, IN ORDER TO FURTHER THE FOUNDATION'S PRIORITIES AND TO HONOR SENATOR JACKSON'S TIES TO EVERETT, WASHINGTON. APPLICANTS MUST BE BASED IN THE UNITED STATES AND REGISTERED AS A 501(C)(3) NON-PROFIT, TAX-EXEMPT ORGANIZATION. GRANTS ARE NOT MADE TO COVER OPERATING DEFICITS OR FOR CAPITAL EXPENDITURES. UNIVERSITY OF WA - EVANS SCHOOL BOX 353055 SEATTLE WA 98195 GOV JACKSON GRADUATE FELLOWSHIPS IN ENVIRONMENTAL POLICY & NATURAL RESOURCE MANAGEMENT IN THE 2025-2026 ACADEMIC YEAR 12500 UNIVERSITY OF WA BOX 352800 MARY GATES HALL 1851 NE GRANT LANE SEATTLE WA 98195 GOV JACKSON MUNRO PUBLIC SERVICE FELLOWSHIPS 2025-2026 15000 HUMAN RIGHTS FIRST 75 BROAD STREET 31ST FLOOR NEW YORK NY 10004 PC STRENGTHENING THE IMPLEMENTATION OF GLOBAL MAGNITSKY SANCTIONS PROGRAM 40000 THE COUNCIL ON STRATEGIC RISKS 1025 CONNECTICUT AVE NW SUITE 1000 WASHINGTON DC 20036 PC GENERAL OPERATING SUPPORT GRANT TO THE CENTER FOR CLIMATE & SECURITY 50000 UNIVERSITY OF WA - EVANS SCHOOL BOX 353055 SEATTLE WA 98101 GOV NEXTGEN SUMMER POLICY INTENSIVE: EXPANDING THE LEADERSHIP PIPELINE PROGRAM 30000 FREEDOM HOUSE 1850 M ST NW FLOOR 11 WASHINGTON DC 98195 PC GENERAL OPERATING SUPPORT TO FURTHER ITS MISSION TO EXPAND AND DEFEND FREEDOM GLOBALLY 250000 COMMON GROUND FOUNDATION - CIVIC GENIUS 1387 FAIRPORT ROAD STE 800 FAIRPORT NY 98101 PC TO SUPPORT BRINGING THE SOUTH AFRICAN DELEGATION TO THE US TO SHARE EXPERIENCES WITH CONFLICT RESOLUTION 2500 RAINIER INSTITUTE FOR FOREIGN AFFAIRS 6105 84TH AVE SE MERCER ISLAND WA 98195 GOV TO SUPPORT RESEARCH EXPENSES FOR THE PROJECT ANALYZING CHINA'S HIGH-ALTITUDE ELECTROMAGNETIC PULSE WEAPONS AND THEIR IMPACT ON US NUCLEAR DETERRENCE IN A POTENTIAL CONFLICT OVER TAIWAN 2000 GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY 49 WEST 45TH STREET 2ND FLOOR NEW YORK NY 98103 PC TO SUPPORT THE EXHIBITION EXAMINING THE HUMAN RIGHTS ASPECTS FO THE COLD WAR 3000 HOLOCAUST CENTER FOR HUMANITY 2045 2ND AVE SEATTLE WA 98284 PC TO SUPPORT THE STUDENT LEADERSHIP BOARD'S ANNUAL KICK OFF EVENT 2500 FREE RUSSIA FOUNDATION 1015 15TH ST NW STE 600 WASHINGTON DC 98241 PC GENERAL OPERATING SUPPORT 7500 NORTH CASCADES INSTITUTE 810 STATE ROUTE 20 SEDRO WOOLLEY NY 14450 PC TO SUPPORT YOUTH LEADERSHIP ADVENTURES IN SUMMER OF 2025 5000 NATIONAL CIVIC LEAGUE OF COLORADO 190 E 9TH AVE SUITE 440 DENVER CO 98354 PC CIVIC GENIUS - TO SUPPORT TWO PILOT DELIBERATIVE TOWN HALLS IN WA STATE 5000 THE CENTER FOR WOMEN & DEMOCRACY 1700 7TH AVE STE 116 BOX 424 SEATTLE WA 98195 GOV TO SUPPORT THE LEADERSHIP INSTITUTE AT BELLEVUE COLLEGE 500 JEFFERSON LAND TRUST 1033 LAWRENCE STREET PORT TOWNSEND WA 98101 PC TO SUPPORT THE CLIMATE AMBASSADOR PROGRAM 5000 ASSOCIATION FOR COLLECTIVE COMMUNITY ENGAGEMENT ON SAFETY AND SECURITY 16701 63RD AVE W LYNNWOOD WA 98195 GOV TO SUPPORT THE BUILDING BRIDGES PROJECT LEADERSHIP ACADEMY FOR 2024-2025 5000 HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY 1326 FIFTH AVE STE 230 SEATTLE WA 98195 PC TO SUPPORT THE DECARBONIZE AFFORDABLE HOUSING NOW PROGRAM 5000 ASSOCIATION FOR COLLECTIVE COMMUNITY ENGAGEMENT ON SAFETY AND SECURITY 16701 63RD AVE W LYNNWOOD WA 98195 GOV TO SUPPORT THE BUILDING BRIDGES PROJECT LEADERSHIP ACADEMY 2025-2026 5000 GLACIER PEAK INSTITUTE PO BOX 225 1140 SEEMAN ST DARRINGTON WA 98101 PC SCHOLARSHIP FUNDS FOR SUMMER 2025 PROGRAMMING 5000 PACIFIC NORTHWEST TRAIL ASSOCIATION 209 FERRY STREET SUITE A SEDRO WOOLLEY WA 98284 PC TO SUPPORT OPERATIONS AND VOLUNTEER NEEDS 1000 HOUSING DEVELOPMENT CONSORTIUM OF SEATTLE-KING COUNTY 1326 FIFTH AVE STE 230 SEATTLE WA 98101 PC TO SUPPORT SUSTAINABLE BUILDINGS INITIATIVE 5000 SEATTLE FOUNDATION 1601 FIFTH AVE SUITE 1900 SEATTLE WA 98101 PC THE SEATTLE TIMES CLIMATE LAB 30000 UNIVERSITY OF WA JACKSON SCHOOL OF INL STUDIES BOX 353650 SEATTLE WA 98195 GOV CENTER FOR HUMAN RIGHTS - SUPPORT FOR RUSSIAN, EAST EUROPEAN & CENTRAL ASIAN STUDIES PROGRAM - PAID 12/2024 30000 UNIVERSITY OF WA JACKSON SCHOOL OF INL STUDIES BOX 353650 SEATTLE WA 98195 GOV CENTER FOR HUMAN RIGHTS STUDENT SUPPORT 22000 UNIVERSITY OF WA JACKSON SCHOOL OF INL STUDIES BOX 353650 SEATTLE WA 98195 GOV CENTER FOR HUMAN RIGHTS - SUPPORT FOR RUSSIAN, EAST EUROPEAN & CENTRAL ASIAN STUDIES PROGRAM - PAID 9/2025 30000 568500 UNIVERSITY OF WA JACKSON SCHOOL OF INL STUDIES BOX 353650 SEATTLE WA 98101 GOV SUPPORT THE CENTER OF HUMAN RIGHTS' EFFORTS 22000 SEATTLE FOUNDATION 1601 FIFTH AVE SUITE 1900 SEATTLE WA 98114 PC THE SEATTLE TIMES CLIMATE LAB SUPPORT 30000 UNIVERSITY OF WA - EVANS SCHOOL BOX 353055 SEATTLE WA 23235 GOV JACKSON GRADUATE FELLOWSHIPS IN ENVIRONMENTAL POLICY & NATURAL RESOURCE MANAGEMENT IN THE 2026-2027 ACADEMIC YEAR 12500 UNIVERSITY OF WA BOX 352800 SEATTLE WA 98111 GOV JACKSON MUNRO PUBLIC SERVICE FELLOWSHIPS 2026-2027 15000 ADOPT A STREAM FOUNDATION 600 128TH STREET SE EVERETT WA 98122 PC SUSTAINABLE ECOSYSTEM LAB 4000 83500 14 353995 18 283075 0 637070 0 637070 0 0 0 0 0 0 0 0 0 0 X X 1 JAY PLATT 6363 7TH AVE S STE 210 SEATTLE WA 98108 10000 X ACCOUNTING FEES 53353 11443 41855 GOLDMAN SACHS - CORPORATE BONDS 3070136 3070136 GOLDMAN SACHS - MUTUAL AND INDEX FUNDS 3273450 3273450 GOLDMAN SACHS - PUBLIC EQUITY SECURITIES 8912547 8912547 BENEFICIAL INTEREST IN PERPETUAL TRUST FMV 168749 168749 FURNITURE & FIXTURES 7889 7689 200 200 EQUIPMENT 46905 38273 8632 8632 ARTWORK 15535 0 15535 15535 LEGAL FEES 7755 0 10227 INTEREST AND DIVIDENDS RECEIVABLE 26519 29465 29465 OPERATING RIGHT OF USE ASSET 127401 72324 72324 PROGRAM EXPENSES 9622 0 9622 SUPPLIES & EQUIPMENT 1026 0 1022 POSTAGE 210 0 210 DUES & SUBSCRIPTIONS 4899 0 4899 INSURANCE 4922 0 4922 BANK FEES 461 0 461 WEBSITE EXPENSES 8896 0 8896 TELEPHONE 2986 0 2839 OTHER EXPENSES 26099 0 12559 COMPUTER & SOFTWARE 26158 0 21897 BOARD EXPENSES 7378 0 7378 UNREALIZED GAINS ON INVESTMENTS 1161809 OPERATING LEASE LIABILITY 143285 82146 OTHER PROFESSIONAL FEES 31993 0 33343 INVESTMENT MANAGEMENT FEES 108576 108576 0 EXCISE TAXES 20097 0 0