Civic Intelligence

Henry M Jackson Endowment

990 • Fiscal year 2018 • EIN 06-1701305

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 04, 2019

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

(206) 682-8565

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.02x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

62nd percentile

0.38x

Higher debt load relative to revenue than 62% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

1st percentile

-322%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$186,878

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 24.6% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

6th percentile

-13%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,979,677

Down $1,980,061 (-13%) from 2017

Net Assets

Down

$12,693,834

Down $2,022,912 (-14%) from 2017

Liabilities

Up

$285,843

Up $42,851 (+18%) from 2017

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$759,630

Down $2,093,371 (-73%) from 2017

Expenses

Up

$3,205,958

Up $2,597,139 (+427%) from 2017

Net Income

Down

-$2,446,328

Down $4,690,510 (-209%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

2018

Assets$12,979,677
Liabilities$285,843
Net Assets$12,693,834
Open 2018 Filing

Operations Trend

Revenue Growth2nd percentile

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

2018

Revenue$759,630
Expenses$3,205,958
Net Income-$2,446,328
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jun 4, 2019
Return Version
2017v2.3
Gross Receipts
$7,657,796
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$14,547,189$12,571,965▼ $1,975,224
Savings and Temporary Cash Investments$295,096$271,186▼ $23,910
Cash and Non-Interest-Bearing Accounts$92,129$105,303▲ $13,174
Prepaid Expenses and Deferred Charges$5,724$9,302▲ $3,578
Total Assets$14,959,738$12,979,677▼ $1,980,061
Other Assets Total$19,600$21,921▲ $2,321
Liabilities
Grants Payable$234,545$281,290▲ $46,745
Accounts Payable and Accrued Expenses$8,447$4,553▼ $3,894
Total Liabilities$242,992$285,843▲ $42,851
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,000,000$10,000,000→ $0
Unrestricted Net Assets$4,716,746$2,693,834▼ $2,022,912
Total Net Assets Fund Balance$14,716,746$12,693,834▼ $2,022,912
Total Liabilities and Net Assets / Fund Balance$14,959,738$12,979,677▼ $1,980,061

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$15,577,626$16,572▲ $1,245,448$583,509$15,583,794
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
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleOtherTotal
Tammy HelgesonChief Financial Officer$37,298$37,298

Board Members and Trustees

NameTitle
John HempelmannPresident
Craig GannettVice President
Linda Mason WilgisVice President
Susan WickwireVice President
Andrew D MunroDirector
Carol HarrisDirector
Charles BlumenfeldDirector
Eileen Grevey HillsonDirector
Lara IglitzinExecutive Director
Joel MerkelGeneral Counsel
Anna Marie LaurenceSecretary
David RostovTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Goldman SachsInvestment Advisory719 2ND AVE SUITE 1300, Seattle, WA 98104$114,857
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$756,827
Other Revenue
$2,803
Change in Net Assets
$-2,446,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,957,290
Other Expenses$248,668
Total Fundraising Expense$4,344
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,957,290--$2,957,290
Fees for Service Investment Mgmnt Fees-$114,857-$114,857
Occupancy$36,772$18,723$2,388$57,883
Fees for Services Other$26,743$10,867$1,737$39,347
Fees for Services Accounting-$7,322-$7,322
Information Technology$4,745$770$76$5,591
Office Expenses$1,403$861$91$2,355
Travel$808$190$52$1,050
Other Expenses$333--$333
Total Functional Expenses$3,048,024$153,590$4,344$3,205,958
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Henry M Jackson FoundationSeattle, WA501(c)(3)General Support$2,500,000
University of WashingtonSeattle, WAGovernmentJackson School, 18/19 Strategic Initiatives & Support$63,000
University of WashingtonSeattle, WAGovernmentJackson Culp Chinese Studies Fellowship$41,930
University of WashingtonSeattle, WAGovernmentJackson School Phd Fellowship$41,930
University of WashingtonSeattle, WAGovernmentJackson Culp Russian Studies Fellowship$41,930
University of WashingtonSeattle, WAGovernmentJackson School - Center for Human Rights Program$40,000
Human Rights FirstWashington, DC501(c)(3)Human Rights Support, Implementing the Global Magnitsky Act$35,000
Environmental & Energy Study InstituteWashington, DC501(c)(3)Support of Climate Change, National Security Policy$30,000
Free Russia Foundation (us)Washington, DC501(c)(3)Washington Dc Conference, Russian Pro Democracy Forces$30,000
National Bureau of Asian ResearchSeattle, WA501(c)(3)Support Dual Threat Project$25,000
Outright Action InternationalNew York, NY501(c)(3)HUMAN RIGHTS @ THE U.N. SUPPORT$25,000
Environmental Protection NetworkWashington, DC501(c)(3)General Support$20,000
Millennial Action ProjectWashington, DC501(c)(3)2018 Future Summit Support$20,000
World Affairs CouncilSeattle, WA501(c)(3)Public Discussions & Community Events Support$16,000
University of WashingtonSeattle, WAGovernmentS. Munro Scholarship 18/19$15,000
University of WashingtonSeattle, WAGovernmentEvans School Environmental Fellowship$12,500
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
No

Governance Explanations

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
2019-06-04
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
11

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, 11 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.”

Raw XML AppendixShowing 400 of 696 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0391334
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt02957290
IRS990/GrantsPayableGrp/BOYAmt0234545
IRS990/GrantsPayableGrp/EOYAmt0281290
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02957290
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02957290
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07289500
IRS990/GrossReceiptsAmt07657796
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt076
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0770
IRS990/InformationTechnologyGrp/ProgramServicesAmt04745
IRS990/InformationTechnologyGrp/TotalAmt05591
IRS990/InvestmentIncomeGrp/ExclusionAmt0365493
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0365493
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt014547189
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012571965
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06898166
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/NetAssetsOrFundBalancesBOYAmt014716746
IRS990/NetAssetsOrFundBalancesEOYAmt012693834
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0391334
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0391334
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0423416
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02388
IRS990/OccupancyGrp/ManagementAndGeneralAmt018723
IRS990/OccupancyGrp/ProgramServicesAmt036772
IRS990/OccupancyGrp/TotalAmt057883
IRS990/OfficeExpensesGrp/FundraisingAmt091
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0861
IRS990/OfficeExpensesGrp/ProgramServicesAmt01403
IRS990/OfficeExpensesGrp/TotalAmt02355
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019600
IRS990/OtherAssetsTotalGrp/EOYAmt021921
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BOARD/COMMITTEE EXPENSE
IRS990/OtherExpensesGrp/Desc1NEWSLETTER/PUBLICATIONS
IRS990/OtherExpensesGrp/Desc2PROGRAM EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt015092
IRS990/OtherExpensesGrp/ProgramServicesAmt14838
IRS990/OtherExpensesGrp/ProgramServicesAmt2333
IRS990/OtherExpensesGrp/TotalAmt015092
IRS990/OtherExpensesGrp/TotalAmt14838
IRS990/OtherExpensesGrp/TotalAmt2333
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION STTLMNT
IRS990/OtherRevenueMiscGrp/ExclusionAmt02803
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02803
IRS990/OtherRevenueTotalAmt02803
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt010000000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt010000000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05724
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09302
IRS990/PrincipalOfficerNm0LARA IGLITZIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0397545
IRS990/PYInvestmentIncomeAmt02852952
IRS990/PYOtherExpensesAmt0211274
IRS990/PYOtherRevenueAmt049
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt02244182
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0608819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02853001
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2446328
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0295096
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0271186
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/ExplanationTxt0EXPENSES PAID TO BENEFIT THE HENRY M. JACKSON FOUNDATION: $ 90,734 GRANTS PAID DIRECTLY TO HENRY M. JACKSON FOUNDATION: $2,500,000 OTHER GRANTS PAID, WHICH MEET THE PURPOSE AND MISSION OF THE SUPPORTED ORGANIZATION, THE HENRY M. JACKSON FOUNDATION: $ 457,290 TOTAL: $3,048,024
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART 1, LINE 12G, COLUMN (V) & SCHEDULE A, PART
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521313011
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03048024
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HENRY M JACKSON FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt03048024
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.34960
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0190058
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt015577626
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016572
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt015583794
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0482285
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01245448
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0583509
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0174165
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014512003
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0481602
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt015577626
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0417545
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01767838
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0592107
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0287223
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt014362536
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt037172
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014512003
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0416650
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01349558
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0533390
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0290033
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt015545372
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0108554
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt014362536
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0332800
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-162150
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0506407
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0309120
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt015131784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0141095
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt015545372
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0488530
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01617313
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0547170
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/CashGrantAmt120000
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/CashGrantAmt335000
IRS990ScheduleI/RecipientTable/CashGrantAmt420000
IRS990ScheduleI/RecipientTable/CashGrantAmt525000
IRS990ScheduleI/RecipientTable/CashGrantAmt625000
IRS990ScheduleI/RecipientTable/CashGrantAmt741930
IRS990ScheduleI/RecipientTable/CashGrantAmt841930
IRS990ScheduleI/RecipientTable/CashGrantAmt963000
IRS990ScheduleI/RecipientTable/CashGrantAmt1015000
IRS990ScheduleI/RecipientTable/CashGrantAmt1112500

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,979,677
Liabilities
$285,843
Net assets
$12,693,834
Revenue
$759,630
Expenses
$3,205,958
Net income
-$2,446,328
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