Civic Intelligence

Henry M Jackson Endowment

990 • Fiscal year 2020 • EIN 06-1701305

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 09, 2021

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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

0.60x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

5th percentile

-70%

Higher net margin than 5% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$167,598

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 49.5% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

30th percentile

0.8%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-23%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$12,702,378

Up $100,038 (+0.8%) from 2019

Net Assets

Up

$12,499,128

Up $147,995 (+1.2%) from 2019

Liabilities

Down

$203,250

Down $47,957 (-19%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin5th percentile

Revenue

Down

$338,565

Down $100,814 (-23%) from 2019

Expenses

Down

$575,891

Down $213,559 (-27%) from 2019

Net Income

Up

-$237,326

Up $112,745 (+32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$12,702,378
Liabilities$203,250
Net Assets$12,499,128
Open 2020 Filing

Operations Trend

Revenue Growth17th 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

2020

Revenue$338,565
Expenses$575,891
Net Income-$237,326
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 9, 2021
Return Version
2019v5.2
Gross Receipts
$2,172,866
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$12,103,862$12,294,301▲ $190,439
Savings and Temporary Cash Investments$283,841$223,295▼ $60,546
Cash and Non-Interest-Bearing Accounts$190,410$156,967▼ $33,443
Prepaid Expenses and Deferred Charges$5,724$11,339▲ $5,615
Total Assets$12,602,340$12,702,378▲ $100,038
Other Assets Total$18,503$16,476▼ $2,027
Liabilities
Grants Payable$228,290$199,085▼ $29,205
Accounts Payable and Accrued Expenses$22,917$4,165▼ $18,752
Total Liabilities$251,207$203,250▼ $47,957
Net Assets / Fund Balance
Net Assets With Donor Restrictions$10,000,000$10,000,000→ $0
Net Assets Without Donor Restrictions$2,351,133$2,499,128▲ $147,995
Total Net Assets Fund Balance$12,351,133$12,499,128▲ $147,995
Total Liabilities and Net Assets / Fund Balance$12,602,340$12,702,378▲ $100,038

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$14,721,213$18,363▲ $800,369$493,984$14,536,024
2018$15,583,794$110,640▲ $412,297$600,704$14,721,213
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
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carol VippermanInterim Exec. Director (thru 1/20)PT-$88,956$88,956
Tammy HelgesonConsulting CFO (thru 9/10/20)-$37,168-$37,168

Board Members and Trustees

NameTitle
Craig GannettPresident
Linda Mason WilgisVice President
Anna Marie LaurenceDirector
Carol HarrisDirector
Kathryn TerryExecutive Director (from 1/27/20)
Lara IglitzinExecutive Director (thru 7/31/19)
Leah ScottConsulting CFO (from 9/10/20)
Chuck BlumenfeldCounsel
Joel MerkelSecretary
David RostovTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$338,565
Other Revenue
$0
Change in Net Assets
$-237,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$307,585
Other Expenses$232,070
Salaries, Compensation, and Employee Benefits$36,236
Total Fundraising Expense$5,324
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$307,585--$307,585
Fees for Service Investment Mgmnt Fees-$96,021-$96,021
Occupancy$49,981$15,017$3,245$68,243
Fees for Services Other-$47,322-$47,322
Current Officers, Directors, Trustees, and Key Employees$27,312$7,150$1,774$36,236
Fees for Services Accounting-$8,966-$8,966
Information Technology$4,496$613$170$5,279
Other Expenses$2,857--$2,857
Office Expenses$2,082$484$135$2,701
All Other Expenses$681--$681
Total Functional Expenses$394,994$175,573$5,324$575,891
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Council on Strategic RisksWashington, DC501(c)(3)Advancing a Climate Security Plan for America in 2020$50,000
University of WashingtonSeattle, WAGovernmentalAdvancing Human Rights at Home$50,000
University of WashingtonSeattle, WAGovernmentalJackson Culp Chinese Studies Fellowship$40,663
University of WashingtonSeattle, WAGovernmentalJackson Culp Russion Studies Fellowship$40,663
University of WashingtonSeattle, WAGovernmentalJackson School Phd Fellowship$40,663
University of WashingtonSeattle, WAGovernmentalJackson Chr Grant$24,596
University of WashingtonSeattle, WAGovernmentalSterling Munroe Scholarship$15,000
University of WashingtonSeattle, WAGovernmentalEvans School Fellowship$12,500
Community Foundation of Snohomish CountyEverett, WA501(c)(3)Coronavirus Response Fund$5,000
LAWYERS' COMMITTEE FOR CIVIL RIGHTS UNDER LAWWashington, DC501(c)(3)Election Protection Fund$5,000
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 35% controlled entity
No
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

“The form 990 is provided to the full board for review before submittal.”

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 board officers determine 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
Kathryn Terry
Title
Executive Director
Phone
2066828565
Signed
2021-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Terry
Formed
2002
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

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, 7 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 616 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/TitleTxt0EXECUTIVE DIRECTOR (THRU 7/31/19)
IRS990/Form990PartVIISectionAGrp/TitleTxt1INTERIM EXEC. DIRECTOR (THRU 1/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt2CONSULTING CFO (THRU 9/10/20)
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0170
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0613
IRS990/InformationTechnologyGrp/ProgramServicesAmt04496
IRS990/InformationTechnologyGrp/TotalAmt05279
IRS990/InvestmentIncomeGrp/ExclusionAmt0367860
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0367860
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012103862
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012294301
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01834301
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/NetAssetsOrFundBalancesBOYAmt012351133
IRS990/NetAssetsOrFundBalancesEOYAmt012499128
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-29295
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-29295
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0385321
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02351133
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02499128
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03245
IRS990/OccupancyGrp/ManagementAndGeneralAmt015017
IRS990/OccupancyGrp/ProgramServicesAmt049981
IRS990/OccupancyGrp/TotalAmt068243
IRS990/OfficeExpensesGrp/FundraisingAmt0135
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0484
IRS990/OfficeExpensesGrp/ProgramServicesAmt02082
IRS990/OfficeExpensesGrp/TotalAmt02701
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt018503
IRS990/OtherAssetsTotalGrp/EOYAmt016476
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0NEWSLETTER/PUBLICATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt02857
IRS990/OtherExpensesGrp/TotalAmt02857
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05724
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011339
IRS990/PrincipalOfficerNm0KATHRYN TERRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0439900
IRS990/PYInvestmentIncomeAmt0439131
IRS990/PYOtherExpensesAmt0349550
IRS990/PYOtherRevenueAmt0248
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-350071
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0789450
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0439379
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-237326
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0283841
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0223295
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: $ 87,409 OTHER GRANTS PAID, WHICH MEET THE PURPOSE AND MISSION OF THE SUPPORTED ORGANIZATION, THE HENRY M. JACKSON FOUNDATION: $ 307,585 TOTAL: $394,994
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE HENRY M. JACKSON ENDOWMENT MAKES GRANTS TO ORGANIZATIONS OTHER THAN THE HENRY M. JACKSON FOUNDATION, ITS NAMED SUPPORTED ORGANIZATION. THE HENRY M. JACKSON ENDOWMENT CONDUCTS ITS ACTIVITIES FOR THE BENEFIT OF AND IN FURTHERANCE OF THE CHARITABLE PURPOSES OF ITS NAMED SUPPORTED ORGANIZATION INCLUDING MAKING GRANTS TO ORGANIZATIONS SUPPORTED BY HENRY M. JACKSON FOUNDATION. UNDER THE DIRECTION AND CONTROL OF THE SUPPORTED ORGANIZATION, HENRY M. JACKSON ENDOWMENT MAKES GRANTS IN FURTHERANCE OF THE SUPPORTED ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART 1, LINE 12G, COLUMN (V):
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART 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/SupportAmt0394994
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HENRY M JACKSON FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0394994
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.30250
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0225852
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt014721213
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt018363
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt014536024
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0284085
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0800369
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0493984
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0320914
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt015583794
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0110640
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt014721213
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0463900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0412297
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0600704
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0190058
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt015577626
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt016572
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt015583794
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0482285
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01245448
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0583509
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0174165
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt014512003
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0481602
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt015577626
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0417545
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01767838
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0592107
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0287223
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt014362536
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt037172
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt014512003
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0416650
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01349558
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0533390
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.69750
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/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt35000
IRS990ScheduleI/RecipientTable/CashGrantAmt440663
IRS990ScheduleI/RecipientTable/CashGrantAmt540663
IRS990ScheduleI/RecipientTable/CashGrantAmt624596
IRS990ScheduleI/RecipientTable/CashGrantAmt740663
IRS990ScheduleI/RecipientTable/CashGrantAmt812500
IRS990ScheduleI/RecipientTable/CashGrantAmt915000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1GOVERNMENTAL
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4GOVERNMENTAL
IRS990ScheduleI/RecipientTable/IRCSectionDesc5GOVERNMENTAL
IRS990ScheduleI/RecipientTable/IRCSectionDesc6GOVERNMENTAL
IRS990ScheduleI/RecipientTable/IRCSectionDesc7GOVERNMENTAL
IRS990ScheduleI/RecipientTable/IRCSectionDesc8GOVERNMENTAL
IRS990ScheduleI/RecipientTable/IRCSectionDesc9GOVERNMENTAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ADVANCING A CLIMATE SECURITY PLAN FOR AMERICA IN 2020
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ADVANCING HUMAN RIGHTS AT HOME
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CORONAVIRUS RESPONSE FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ELECTION PROTECTION FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4JACKSON CULP CHINESE STUDIES FELLOWSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5JACKSON CULP RUSSION STUDIES FELLOWSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6JACKSON CHR GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7JACKSON SCHOOL PHD FELLOWSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8EVANS SCHOOL FELLOWSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9STERLING MUNROE SCHOLARSHIP

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,702,378
Liabilities
$203,250
Net assets
$12,499,128
Revenue
$338,565
Expenses
$575,891
Net income
-$237,326
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