Henry M Jackson Endowment: FY2020 Nonprofit Profile & Form 990 (EIN 06-1701305)

Revenue by fiscal year
FY2020	$339K
FY2021	$1.0M

Expenses by fiscal year
FY2020	$576K
FY2021	$15.2M

Net assets by fiscal year
FY2020	$12.5M
FY2021	$0

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

69 cents of each dollar spent went to programs.

69%

30%

Program services 69% · $395K Management & general 30% · $176K Fundraising 1% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $37K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Tammy Helgeson

Consulting CFO (thru 9/10/20)

$37,168Pt VII · Sec A

Carol Vipperman

Interim Exec. Director (thru 1/20)

$0Pt VII · Sec A

Craig Gannett

President

$0Pt VII · Sec A

Linda Mason Wilgis

Vice President

$0Pt VII · Sec A

David Rostov

Treasurer

$0Pt VII · Sec A

Joel Merkel

Secretary

$0Pt VII · Sec A

Chuck Blumenfeld

Counsel

$0Pt VII · Sec A

Carol Harris

Director

$0Pt VII · Sec A

See Henry M Jackson Endowment executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports the Henry M. Jackson Foundation's work.

Provided by the organization

This section is blank until Henry M Jackson Endowment claims this page.

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1 program service account for $395K of program spending, described in the organization's own filed words · FY2019.

01

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.

$395Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 35 grants · $15.4M · 2019–2020

Henry M Jackson FoundationWA · FY2020$14,700,479

The Council on Strategic RisksDC · FY2020$50,000

University of WashingtonWA · FY2020$40,663

Human Rights FirstNY · FY2020$35,000

Freedom HouseFY2020$34,000

University of WashingtonWA · FY2020$30,000

Environmental and Energy Study InstituteDC · FY2020$26,000

University of WashingtonWA · FY2020$25,000

Wilson Center INCNY · FY2020$25,000

University of WashingtonWA · FY2020$24,596

University of Washington Center for Experiential Learning and DiversityFY2020$15,000

University of WashingtonWA · FY2020$12,500

North Cascades InstituteWA · FY2020$7,500

Outright Action InternationalFY2020$6,335

The Service BoardWA · FY2020$5,000

Millennial Action Project DBA Future CaucusDC · FY2020$5,000

See all 35 grants →

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$339K

Ln 12

Investment incomeLn 3$339K

Money outPt IX

$576K

Ln 25

Programscol B$395K

Managementcol C$176K

Fundraisingcol D$5K

Owns and owesPt X

$12.5M

net assets · Ln 32

Cash and savingsLn 1–2$380K

Total assetsLn 16$12.7M

LiabilitiesLn 26$203K

PeoplePt VI, VII

12

listed · VII A

PaidVII A1

Voting boardVI 1a7

IndependentVI 1b7

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$339K

Gains on assetsLn 7−$29K

Total revenueLn 12$339K

Assets in detailPt X, end of year

CashLn 1$157K

SavingsLn 2$223K

Cash and savings togetherLn 1–2$380K

InvestmentsLn 11–13$12.3M

Other assetsLn 15$16K

Total assetsLn 16$12.7M

LiabilitiesLn 26$203K

Net assetsLn 32$12.5M

OperationsPt I, VI

EmployeesI 50

VolunteersI 67

Fiscal year endsHeaderSeptember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$474K	$380K
InvestmentsLn 11–13	$12.1M	$12.3M
Total assetsLn 16	$12.6M	$12.7M
LiabilitiesLn 26	$251K	$203K
Net assetsLn 32	$12.4M	$12.5M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$308K	$308K
Pay of current officers, directors and key staffLn 5	$36K	$27K	$7K	$2K
Accounting feesLn 11c	$9K		$9K
Investment management feesLn 11f	$96K		$96K
Other fees for servicesLn 11g	$47K		$47K
Office expensesLn 13	$3K	$2K	$484	$135
Information technologyLn 14	$5K	$4K	$613	$170
OccupancyLn 16	$68K	$50K	$15K	$3K
Other expenses (24a–d)Ln 24	$3K	$3K
All other expensesLn 24e	$681	$681
Total functional expensesLn 25	$576K	$395K	$176K	$5K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2021 Latest	$1.0M	$15.2M	−$14.2M	$0	990 PDF
FY2020 Viewing	$339K	$576K	−$237K	$12.5M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2020 990 (4 parts)

Part VIII · Statement of revenue $338,565 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $367,860$367,860

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$29,295−$29,295

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $338,565$338,565

Part IX · Statement of functional expenses $575,891 across 10 lines filed

IX-1 Grants to domestic organizationsPrograms $307,585$307,585

IX-5 Pay of current officers, directors and key staffPrograms $27,312 · Management $7,150 · Fundraising $1,774$36,236

IX-11c Accounting feesManagement $8,966$8,966

IX-11f Investment management feesManagement $96,021$96,021

IX-11g Other fees for servicesManagement $47,322$47,322

IX-13 Office expensesPrograms $2,082 · Management $484 · Fundraising $135$2,701

IX-14 Information technologyPrograms $4,496 · Management $613 · Fundraising $170$5,279

IX-16 OccupancyPrograms $49,981 · Management $15,017 · Fundraising $3,245$68,243

IX-24 Other expenses (24a–d)Programs $2,857$2,857

IX-24e All other expensesPrograms $681$681

IX-25 Total functional expensesPrograms $394,994 · Management $175,573 · Fundraising $5,324$575,891

Part X · Balance sheet $12,702,378 assets, 13 lines filed

X-1 Cash, non-interest-bearingStart of year $190,410$156,967

X-2 Savings and temporary cash investmentsStart of year $283,841$223,295

X-9 Prepaid expenses and deferred chargesStart of year $5,724$11,339

X-11 Publicly traded securitiesStart of year $12,103,862$12,294,301

X-15 Other assetsStart of year $18,503$16,476

X-16 Total assetsStart of year $12,602,340$12,702,378

X-17 Accounts payable and accrued expensesStart of year $22,917$4,165

X-18 Grants payableStart of year $228,290$199,085

X-26 Total liabilitiesStart of year $251,207$203,250

X-27 Net assets without donor restrictionsStart of year $2,351,133$2,499,128

X-28 Net assets with donor restrictionsStart of year $10,000,000$10,000,000

X-32 Total net assets or fund balancesStart of year $12,351,133$12,499,128

X-33 Total liabilities and net assetsStart of year $12,602,340$12,702,378

Part XI · Reconciliation of net assets $12,499,128 net assets at year end

XI-1 Total revenue$338,565

XI-2 Total expenses$575,891

XI-3 Revenue less expenses−$237,326

XI-4 Net assets at start of year$12,351,133

XI-5 Net unrealized gains (losses) on investments$385,321

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$12,499,128

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Henry M Jackson Endowment FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV