Civic Intelligence

Henry M Jackson Endowment

990 • Fiscal year 2017 • EIN 06-1701305

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 12, 2018

Organization ProfileWWW.HMJACKSON.ORG
1200 Fifth Avenue No 1450Seattle, WA 98101

(206) 682-8565

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$14,959,738

Up $1,192,986 (+8.7%) from 2016

Net Assets

Up

$14,716,746

Up $1,171,144 (+8.6%) from 2016

Liabilities

Up

$242,992

Up $21,842 (+9.9%) from 2016

Revenue And Expenses

Revenue

Up

$2,853,001

Up $2,501,738 (+712%) from 2016

Expenses

Up

$608,819

Up $8,333 (+1.4%) from 2016

Net Income

Up

$2,244,182

Up $2,493,405 (+1000%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $13,251,981Liabilities 2010: $1,754,950Net Assets 2010: $11,497,0312010Assets 2011: $11,282,837Liabilities 2011: $514,113Net Assets 2011: $10,768,7242011Assets 2012: $12,528,323Liabilities 2012: $441,443Net Assets 2012: $12,086,8802012Assets 2013: $13,457,605Liabilities 2013: $405,373Net Assets 2013: $13,052,2322013Assets 2014: $13,881,818Liabilities 2014: $225,957Net Assets 2014: $13,655,8612014Assets 2015: $13,106,241Liabilities 2015: $163,241Net Assets 2015: $12,943,0002015Assets 2016: $13,766,752Liabilities 2016: $221,150Net Assets 2016: $13,545,6022016Assets 2017: $14,959,738Liabilities 2017: $242,992Net Assets 2017: $14,716,7462017Assets 2018: $12,979,677Liabilities 2018: $285,843Net Assets 2018: $12,693,8342018Assets 2019: $12,602,340Liabilities 2019: $251,207Net Assets 2019: $12,351,1332019Assets 2020: $12,702,378Liabilities 2020: $203,250Net Assets 2020: $12,499,1282020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2017

Assets$14,959,738
Liabilities$242,992
Net Assets$14,716,746
Open 2017 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2010: $356,8212010Expenses 2011: $732,0812011Expenses 2012: $516,2482012Revenue 2013: $400,897Expenses 2013: $570,127Net Income 2013: -$169,2302013Revenue 2014: $768,419Expenses 2014: $671,779Net Income 2014: $96,6402014Revenue 2015: $918,148Expenses 2015: $553,298Net Income 2015: $364,8502015Revenue 2016: $351,263Expenses 2016: $600,486Net Income 2016: -$249,2232016Revenue 2017: $2,853,001Expenses 2017: $608,819Net Income 2017: $2,244,1822017Revenue 2018: $759,630Expenses 2018: $3,205,958Net Income 2018: -$2,446,3282018Revenue 2019: $439,379Expenses 2019: $789,450Net Income 2019: -$350,0712019Revenue 2020: $338,565Expenses 2020: $575,891Net Income 2020: -$237,3262020Revenue 2021: $1,040,136Expenses 2021: $15,214,686Net Income 2021: -$14,174,5502021

Highlighted filing

2017

Revenue$2,853,001
Expenses$608,819
Net Income$2,244,182
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 12, 2018
Return Version
2016v3.0
Gross Receipts
$9,855,248
Mission and Program Overview

Mission

Supporting organization under i.r.c. 509(a)(3) to the henry m. Jackson foundation.

The henry m. Jackson endowment is a supporting organization of the henry m. Jackson foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,545,458$14,547,189▲ $1,001,731
Savings and Temporary Cash Investments$138,052$295,096▲ $157,044
Cash and Non-Interest-Bearing Accounts$31,732$92,129▲ $60,397
Prepaid Expenses and Deferred Charges$13,952$5,724▼ $8,228
Total Assets$13,766,752$14,959,738▲ $1,192,986
Other Assets Total$37,558$19,600▼ $17,958
Liabilities
Grants Payable$221,150$234,545▲ $13,395
Accounts Payable and Accrued Expenses$0$8,447▲ $8,447
Total Liabilities$221,150$242,992▲ $21,842
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,000,000$10,000,000→ $0
Unrestricted Net Assets$3,545,602$4,716,746▲ $1,171,144
Total Net Assets Fund Balance$13,545,602$14,716,746▲ $1,171,144
Total Liabilities and Net Assets / Fund Balance$13,766,752$14,959,738▲ $1,192,986

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$14,512,003$481,602▲ $1,767,838$592,107$15,577,626
2015$14,362,536$37,172▲ $1,349,558$533,390$14,512,003
2014$15,545,372$108,554▼ $162,150$506,407$14,362,536
2013$15,131,784$141,095▲ $1,617,313$547,170$15,545,372
2012$14,355,332$140,072▲ $1,830,506$479,973$15,131,784
Compensation and Service Providers

Board Members and Trustees

NameTitle
Helen H JacksonChairman Emeritus
John HempelmannPresident
Craig GannettVice President
Linda Mason WilgisVice President
Andrew D MunroDirector
Anna Marie LaurenceDirector
Carol HarrisDirector
Charles BlumenfeldDirector
Eileen Grevey HillsonDirector
Susan WickwireDirector
Lara IglitzinExecutive Director
Tammy HelgesonChief Financial Officer
Joel MerkelSecretary
David RostovTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Goldman SachsInvestment Management719 2ND AVENUE SUITE 1300, Seattle, WA 98104$119,146
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,852,952
Other Revenue
$49
Change in Net Assets
$2,244,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$397,545
Other Expenses$211,274
Total Fundraising Expense$4,010
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$397,545--$397,545
Fees for Service Investment Mgmnt Fees-$119,146-$119,146
Occupancy$35,526$16,503$2,307$54,336
Fees for Services Other$26,222$6,128$1,703$34,053
Fees for Services Accounting-$3,680-$3,680
Office Expenses$35$24-$59
Total Functional Expenses$459,328$145,481$4,010$608,819
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of WashingtonSeattle, WAGovernmentalJackson School - Strategic Initiatives$60,000
University of WashingtonSeattle, WAGovernmentalJackson Culp Chinese Studies Fellowship$35,015
University of WashingtonSeattle, WAGovernmentalJackson Culp Russian Studies Fellowship$35,015
University of WashingtonSeattle, WAGovernmentalJackson School Doctoral Fellowship$35,015
Sustainable Markets FoundationNew York, NY501(c)(3)Fiscal Sponsor for the Center for Climate & Security$35,000
Human Rights FirstWashington, DC501(c)(3)Human Rights Conference & Support$30,000
University of WashingtonSeattle, WAGovernmentalJackson School - Human Rights Center$30,000
National Bureau of Asian ResearchSeattle, WA501(c)(3)China-russia Cooperation in 21st Century$22,000
Street Law IncSilver Spring, MD501(c)(3)Working Study Tour$22,000
Sustainable Markets FoundationNew York, NY501(c)(3)Fiscal Sponsor for the Center for Climate & Security$18,000
University of WashingtonSeattle, WAGovernmentalS. Munro Scholarship 2017/2018$15,000
University of WashingtonSeattle, WAGovernmentalJackson School - Schlesinger Lecture$12,000
Institute on Science for Global PolicyTucson, AZ501(c)(3)Climate Impact on National Security$10,000
North Cascades InstituteSedro Woolley, WA501(c)(3)Nw Youth Environmental Leadership Support$10,000
AmplifierSeattle, WA501(c)(3)My Climate Hero Project$7,500
Cityclub SeattleSeattle, WA501(c)(3)Civic Boot Camp for Millennials$7,500
University of WashingtonSeattle, WAGovernmentalGspa Environmental Fellow Support 2017/2018$7,500
North Cascades InstituteSedro Woolley, WA501(c)(3)Youth Leadership Adventures$6,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

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 2017. 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 11B

“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.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its financial reports and tax returns available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Henry M Jackson Endowment
EIN
06-1701305
Phone
2066828565
Address
1200 FIFTH AVENUE NO 1450, SEATTLE, WA 98101

Signing Officer

Name
Lara Iglitzin
Title
Executive Director
Phone
2066828565
Signed
2018-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lara Iglitzin
Formed
2002
Legal Domicile
Wa
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH STREET SUITE 1400, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6:

“The board of governors is comprised of volunteers, 12 individuals served throughout the year.”

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.”

Financial Statement Notes

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.”

PART X, LINE 2:

“The organization has received a favorable determination letter 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 may be subject to income tax examinations for the current year and certain prior years based on the applicable laws and regulations.”

SCHEDULE D, PART V: ENDOWMENT FUNDS

“The amounts reported on part v represent the combined totals of henry m. Jackson endowment and its related organization, henry m. Jackson foundation.”

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IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0397545
IRS990/GrantsPayableGrp/BOYAmt0221150
IRS990/GrantsPayableGrp/EOYAmt0234545
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0397545
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0397545
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09497257
IRS990/GrossReceiptsAmt09855248
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0357942
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0357942
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013545458
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014547189
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07002247
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORTING ORGANIZATION UNDER I.R.C. 509(A)(3) TO THE HENRY M. JACKSON FOUNDATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013545602
IRS990/NetAssetsOrFundBalancesEOYAmt014716746
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02495010
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02495010
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1073038
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02307
IRS990/OccupancyGrp/ManagementAndGeneralAmt016503
IRS990/OccupancyGrp/ProgramServicesAmt035526
IRS990/OccupancyGrp/TotalAmt054336
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt024
IRS990/OfficeExpensesGrp/ProgramServicesAmt035
IRS990/OfficeExpensesGrp/TotalAmt059
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt037558
IRS990/OtherAssetsTotalGrp/EOYAmt019600
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION SETTLEMNT
IRS990/OtherRevenueMiscGrp/ExclusionAmt049
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt049
IRS990/OtherRevenueTotalAmt049
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010000000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010000000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt013952
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05724
IRS990/PrincipalOfficerNm0LARA IGLITZIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0395650
IRS990/PYInvestmentIncomeAmt0351263
IRS990/PYOtherExpensesAmt0204836
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-249223
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0600486
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0351263
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02244182
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0138052
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0295096
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SCHEDULE A, PART 1, LINE 11H, COLUMN (VII) - AMOUNT OF SUPPORT PAID: EXPENSES PAID TO BENEFIT THE HENRY M. JACKSON FOUNDATION: $61,783 GRANTS PAID, WHICH MEET THE PURPOSE AND MISSION OF THE SUPPORTED ORGANIZATION, THE HENRY M. JACKSON FOUNDATION: $397,545 TOTAL: $459,328
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 6:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521313011
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0459328
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HENRY M JACKSON FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0459328
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.34960
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0174165
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014512003
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0481602
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt015577626
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0417545
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01767838
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0592107
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0287223
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014362536
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt037172
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014512003
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0416650
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01349558
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0533390
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0290033
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt015545372
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0108554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014362536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0332800
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-162150
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0506407
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0309120
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt015131784
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0141095
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt015545372
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0488530
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01617313
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0547170
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0283755
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014355332
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0140072
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt015131784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0430398
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01830506
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0479973
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.65040
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS RECEIVED A FAVORABLE DETERMINATION LETTER 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 MAY BE SUBJECT TO INCOME TAX EXAMINATIONS FOR THE CURRENT YEAR AND CERTAIN PRIOR YEARS BASED ON THE APPLICABLE LAWS AND REGULATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE AMOUNTS REPORTED ON PART V REPRESENT THE COMBINED TOTALS OF HENRY M. JACKSON ENDOWMENT AND ITS RELATED ORGANIZATION, HENRY M. JACKSON FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PART V: ENDOWMENT FUNDS
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt118000
IRS990ScheduleI/RecipientTable/CashGrantAmt222000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt412000
IRS990ScheduleI/RecipientTable/CashGrantAmt56000
IRS990ScheduleI/RecipientTable/CashGrantAmt635000
IRS990ScheduleI/RecipientTable/CashGrantAmt730000
IRS990ScheduleI/RecipientTable/CashGrantAmt860000
IRS990ScheduleI/RecipientTable/CashGrantAmt922000
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt117500
IRS990ScheduleI/RecipientTable/CashGrantAmt127500
IRS990ScheduleI/RecipientTable/CashGrantAmt1335015
IRS990ScheduleI/RecipientTable/CashGrantAmt1435015
IRS990ScheduleI/RecipientTable/CashGrantAmt1535015
IRS990ScheduleI/RecipientTable/CashGrantAmt167500
IRS990ScheduleI/RecipientTable/CashGrantAmt1715000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,959,738
Liabilities
$242,992
Net assets
$14,716,746
Revenue
$2,853,001
Expenses
$608,819
Net income
$2,244,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.04$15.2$14.2
2020Detailed filing. Detailed filing data is available for this year.$12.7$0.20$12.5$0.34$0.58$0.24
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.25$12.4$0.44$0.79$0.35
2018Detailed filing. Detailed filing data is available for this year.$13.0$0.29$12.7$0.76$3.21$2.45
2017Detailed filing. Detailed filing data is available for this year.$15.0$0.24$14.7$2.85$0.61$2.24
2016Detailed filing. Detailed filing data is available for this year.$13.8$0.22$13.5$0.35$0.60$0.25
2015Detailed filing. Detailed filing data is available for this year.$13.1$0.16$12.9$0.92$0.55$0.36
2014Detailed filing. Detailed filing data is available for this year.$13.9$0.23$13.7$0.77$0.67$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.41$13.1$0.40$0.57$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.44$12.1$0.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.51$10.8$0.73
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$1.75$11.5$0.36