TY 2019 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) LARA IGLITZIN...................................................................... EXECUTIVE DIRECTOR (THRU 7/31/19)	35.00 ................. 5.00			X	165,148	0	2,450
(2) CAROL VIPPERMAN...................................................................... INTERIM EXEC. DIRECTOR (THRU 1/20)	35.00 ................. 5.00		X		88,656	0	300
(3) TAMMY HELGESON...................................................................... CONSULTING CFO (THRU 9/10/20)	6.00 ................. 2.00		X		0	37,168	0
(4) CRAIG GANNETT...................................................................... PRESIDENT	5.00 ................. 1.00	X	X		0	0	0
(5) KIANA SCOTT...................................................................... VICE PRESIDENT	1.00 ................. 0.00	X	X		0	0	0
(6) LINDA MASON WILGIS...................................................................... VICE PRESIDENT	1.00 ................. 1.00	X	X		0	0	0
(7) DAVID ROSTOV...................................................................... TREASURER	1.00 ................. 1.00	X	X		0	0	0
(8) ANNA MARIE LAURENCE...................................................................... SECRETARY	1.00 ................. 0.50	X	X		0	0	0
(9) JOEL MERKEL...................................................................... COUNSEL	1.00 ................. 1.00	X	X		0	0	0
(10) ALEX ADAMS...................................................................... DIRECTOR	0.50 ................. 0.00	X			0	0	0
(11) GARY BAKER...................................................................... DIRECTOR	0.50 ................. 0.00	X			0	0	0
(12) CHUCK BLUMENFELD...................................................................... DIRECTOR	0.50 ................. 1.00	X			0	0	0
(13) TOM BUGERT...................................................................... DIRECTOR	0.50 ................. 0.00	X			0	0	0
(14) BENJAMIN COOPER...................................................................... DIRECTOR	0.50 ................. 0.00	X			0	0	0
(15) MATTHEW COMBE...................................................................... DIRECTOR	0.50 ................. 0.00	X			0	0	0
(16) MARIA DENNY...................................................................... DIRECTOR	0.50 ................. 0.00	X			0	0	0
(17) RADHA FRIEDMAN...................................................................... DIRECTOR	0.50 ................. 0.00	X			0	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(18) MICHELE FRIX........................................................................ DIRECTOR	0.50 .......................0.00	X
(19) CAROL HARRIS........................................................................ DIRECTOR	0.50 .......................0.50	X
(20) JOHN HEMPELMANN........................................................................ DIRECTOR	0.50 .......................0.00	X
(21) EILEEN GREVEY HILLSON........................................................................ DIRECTOR	0.50 .......................0.00	X
(22) PETER JACKSON........................................................................ DIRECTOR (THRU 3/20)	0.50 .......................0.00	X
(23) ELIZABETH MOLER........................................................................ DIRECTOR	0.50 .......................0.00	X
(24) ANDREW MUNRO........................................................................ DIRECTOR	0.50 .......................0.00	X
(25) LARRY PHILLIPS........................................................................ DIRECTOR	0.50 .......................0.00	X
(26) KARLA GRAUE PRATT........................................................................ DIRECTOR	0.50 .......................0.00	X
(27) PRIYA SAXENA........................................................................ DIRECTOR	0.50 .......................0.00	X
(28) SUSAN WICKWIRE........................................................................ DIRECTOR (THRU 8/20)	0.50 .......................0.00	X
(29) KATHRYN TERRY........................................................................ EXECUTIVE DIRECTOR (FROM 1/27/20)	35.00 .......................5.00		X
(30) LEAH SCOTT........................................................................ CONSULTING CFO (FROM 9/10/20)	6.00 .......................2.00		X

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

HENRY M JACKSON FOUNDATION

Employer identification number

52-1313011

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	35,091	481,602	2,516,572	110,640	16,604	3,160,509
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	35,091	481,602	2,516,572	110,640	16,604	3,160,509
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						2,848,294
6	Public support. Subtract line 5 from line 4.						312,215

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	35,091	481,602	2,516,572	110,640	16,604	3,160,509
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	21,963	15,882	32,767	63,937	49,942	184,491
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	53		286	16		355
11	Total support. Add lines 7 through 10						3,345,355

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

9.330 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

10.600 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
THE HENRY M. JACKSON FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED CHARITY UNDER THE FACTS AND CIRCUMSTANCES EXCEPTION PROVIDED TO IRC SECTION 509(A)(1) CHARITIES UNDER TREAS. REG. SEC. 1.170A-9(E)(3). THE FOUNDATION DOES NOT RECEIVE AT LEAST ONE THIRD OF ITS SUPPORT FROM THE PUBLIC. IT DOES HOWEVER MEET THE TESTS REQUIRED UNDER THE FACTS AND CIRCUMSTANCE TEST:I. THE FOUNDATION NORMALLY MEETS THE PUBLIC SUPPORT TEST AS PROVIDED IN THE REGULATIONS. THE AGGREGATE PUBLIC SUPPORT PERCENTAGE FOR THE YEARS ENDED SEPTEMBER 30, 2020, 2019, 2018, 2017, AND 2016 IS 9.33%, 10.60%, 12.93%, 45.25%, AND 42.77%, RESPECTIVELY.II. THE FOUNDATION CARRIES ON A BONA FIDE CONTINUOUS PUBLIC SOLICITATIONS PROGRAM. ITS FUNDRAISING EFFORTS INCLUDE ANNUAL DIGITAL MAILINGS TO SOLICIT FUNDS, PUBLISHING OF AN ANNUAL REPORT TO EDUCATE ITS DONOR BASE, FREQUENT EMAIL BLASTS ON FOUNDATION ACTIVITIES, AND PERSONAL LETTERS AND CALLS TO BOARD MEMBERS TO SOLICIT ANNUAL CONTRIBUTIONS. IN ADDITION, THE FOUNDATION HONORS ITS DONORS EVERY YEAR THROUGH ITS ANNUAL REPORT. III. DURING THE YEARS ENDED SEPTEMBER 30, 2020, 2019, 2018, 2017, AND 2016, HENRY M. JACKSON FOUNDATION HAD 28, 41, 36, 41, AND 44 SUPPORTERS, RESPECTIVELY. THE FOUNDATION ALSO ACHIEVED 100% BOARD GIVING IN 2020.IV. THE PUBLIC NATURE OF THE FOUNDATION'S GOVERNING BOARD - THE FOUNDATION HAS A LARGE BOARD OF GOVERNORS THAT INCLUDES PROFESSIONALS, COMMUNITY LEADERS, AND OTHER PERSONS WITH EXPERTISE IN DIFFERENT DISCIPLINES FROM ALL OVER THE UNITED STATES.V. THE FOUNDATION FOCUSES ITS ACTIVITIES ON FOUR BROAD CATEGORIES:INTERNATIONAL AFFAIRS EDUCATION, ENVIRONMENT, CLIMATE AND NATURAL RESOURCES MANAGEMENT, PUBLIC SERVICE, AND HUMAN RIGHTS. THESE CATEGORIES ARE LIKELY TO APPEAL TO A BROAD CROSS-SECTION OF THE POPULATION WITH COMMON INTERESTS.VI. THE FOUNDATION'S PROGRAMS ARE AVAILABLE TO A WIDE RANGE OF PUBLIC CHARITABLE ORGANIZATIONS SEEKING SUPPORT FOR PROJECTS WITHIN THE FOUNDATION'S FOUR CATEGORIES OF ACTIVITIES AS FOLLOWS:EDUCATION AND ADVANCED RESEARCH IN INTERNATIONAL AFFAIRSTHE FOUNDATION'S PRIMARY MISSION IN THE INTERNATIONAL AFFAIRS FIELD CONTINUES TO BE THE ENHANCEMENT OF THE HENRY M. JACKSON SCHOOL OF INTERNATIONAL STUDIES AT THE UNIVERSITY OF WASHINGTON. THIS INSTITUTION REFLECTS SENATOR JACKSON'S COMMITMENT TO THE DEVELOPMENT OF NEW LEADERSHIP IN INTERNATIONAL AFFAIRS AND RECOGNITION OF THE IMPORTANCE OF ADVANCED FOREIGN POLICY RESEARCH AND ANALYSIS. TO A VERY LIMITED EXTENT, THE FOUNDATION SUPPORTS OTHER INITIATIVES WHICH ADVANCE EDUCATION, SCHOLARSHIP, AND PUBLIC UNDERSTANDING OF INTERNATIONAL AFFAIRS.THE FOUNDATION SEEKS OUT PARTNERS TO HOLD PUBLIC PROGRAMS THAT CONVENE GRANTMAKERS, NON-PROFIT ORGANIZATIONS, AND LOCAL GOVERNMENT LEADERS ON ISSUES THAT ARE CENTRAL TO THE JACKSON LEGACY IN AN EFFORT TO LEVERAGE ADDITIONAL RESOURCES FOR THOSE CONCERNS. ON A LIMITED BASIS, THE FOUNDATION SUPPORTS CONFERENCES, FORUMS, AND LECTURES THAT FOCUS ON RELEVANT AND TIMELY INTERNATIONAL ISSUES.PUBLIC SERVICEIN THE PUBLIC SERVICE FIELD, THE FOUNDATION SEEKS TO PERPETUATE SENATOR JACKSON'S STANDARDS OF EXCELLENCE IN LEADERSHIP AND NATIONAL SERVICE AND TO FOSTER A PUBLIC SERVICE ETHIC IN THE NEXT GENERATION OF LEADERS. DUE TO THE FOUNDATION'S LIMITED FINANCIAL RESOURCES, PRIORITY WILL BE GIVEN TO GRANTS THAT FUND PROGRAMS IN THE INTERNATIONAL AFFAIRS AND HUMAN RIGHTS PROGRAM AREAS. A NEW PROGRAM, THE LEADERSHIP FELLOWS PROGRAM, WAS CREATED IN 2015 TO GROW INDIVIDUALS INTERESTED IN PURSUING PUBLIC SERVICE. THIS PROGRAM IS FUNDED BY THE FOUNDATION AND CONTINUES TO GROW EACH YEAR. THE FOUNDATION SEEKS OUT PARTNERS TO HOLD PUBLIC PROGRAMS THAT CONVENE GRANTMAKERS, NON-PROFIT ORGANIZATIONS, AND LOCAL GOVERNMENT LEADERS ON ISSUES THAT ARE CENTRAL TO THE JACKSON LEGACY IN AN EFFORT TO LEVERAGE ADDITIONAL RESOURCES FOR THOSE CONCERNS. ON A LIMITED BASIS, THE FOUNDATION SUPPORTS CONFERENCES, FORUMS, AND LECTURES THAT IMPROVE THE ABILITY OF THE PHILANTHROPIC COMMUNITY TO STRATEGICALLY IMPACT PUBLIC AND COMMUNITY LEADERSHIP, CIVIC ENGAGEMENT, AND VOLUNTEERISM.ENVIRONMENT, CLIMATE AND NATURAL RESOURCE MANAGEMENTSTEMMING FROM SENATOR JACKSON'S CONCERN FOR THE ENVIRONMENT, THE FOUNDATION AIMED TO INFORM AND EDUCATE POLICYMAKERS AT THE LOCAL, STATE, AND NATIONAL LEVELS THROUGH CASE STUDIES, RESEARCH REPORTS, AND GUIDEBOOKS; CONVENE STAKEHOLDERS TO DEVELOP LONG-TERM STRATEGIES THAT INTEGRATE THE PRESERVATION OF OPEN SPACE, AND CONNECT CLIMATE CHANGE AND SECURITY.THE FOUNDATION SEEKS OUT PARTNERS TO HOLD PUBLIC PROGRAMS THAT CONVENE GRANTMAKERS, NON-PROFIT ORGANIZATIONS, AND LOCAL GOVERNMENT LEADERS ON ISSUES THAT ARE CENTRAL TO THE JACKSON LEGACY IN AN EFFORT TO LEVERAGE ADDITIONAL RESOURCES FOR THOSE CONCERNS. ON A LIMITED BASIS, THE FOUNDATION SUPPORTS CONFERENCES, FORUMS, AND LECTURES THAT PROVIDE OPPORTUNITIES FOR DISCUSSIONS AND INFORMATION SHARING ON ENVIRONMENTAL ISSUES.HUMAN RIGHTSTHE FOUNDATION'S HUMAN RIGHTS PROGRAM HAS BEEN LARGELY FOCUSED ON HUMAN RIGHTS IN RUSSIA, SEEKING TO MAKE A LASTING CONTRIBUTION BY ASSISTING U.S. BASED GROUPS THAT ARE EASING RUSSIA'S TRANSITION FROM COMMUNISM TO DEMOCRACY. IN ADDITION, THE FOUNDATION HAS FOCUSED ON HUMAN RIGHTS PROGRAMS THAT BUILD ON THE LEGACY OF THE SENATOR, BY SUPPORTING IMPLEMENTATION OF THE GLOBAL MAGNITSKY ACT, WHICH ADDRESSES HUMAN RIGHTS VIOLATORS AND CORRUPT ACTORS ACROSS THE GLOBE. AND FINALLY, THE FOUNDATION HAS FOCUSED ON DEVELOPING FUTURE HUMAN RIGHTS LEADERS.THE FOUNDATION SEEKS OUT PARTNERS TO HOLD PUBLIC PROGRAMS THAT CONVENE GRANTMAKERS, NON-PROFIT ORGANIZATIONS, AND LOCAL GOVERNMENT LEADERS ON ISSUES THAT ARE CENTRAL TO THE JACKSON LEGACY IN AN EFFORT TO LEVERAGE ADDITIONAL RESOURCES FOR THOSE CONCERNS. ON A LIMITED BASIS, THE FOUNDATION SUPPORTS TRAININGS, FORUMS, CONFERENCES, AND PUBLIC OUTREACH EFFORTS THAT HIGHLIGHT IMPORTANT HUMAN RIGHTS ISSUES.

Facts And Circumstances Test

THE HENRY M. JACKSON FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED CHARITY UNDER THE FACTS AND CIRCUMSTANCES EXCEPTION PROVIDED TO IRC SECTION 509(A)(1) CHARITIES UNDER TREAS. REG. SEC. 1.170A-9(E)(3). THE FOUNDATION DOES NOT RECEIVE AT LEAST ONE THIRD OF ITS SUPPORT FROM THE PUBLIC. IT DOES HOWEVER MEET THE TESTS REQUIRED UNDER THE FACTS AND CIRCUMSTANCE TEST:I. THE FOUNDATION NORMALLY MEETS THE PUBLIC SUPPORT TEST AS PROVIDED IN THE REGULATIONS. THE AGGREGATE PUBLIC SUPPORT PERCENTAGE FOR THE YEARS ENDED SEPTEMBER 30, 2020, 2019, 2018, 2017, AND 2016 IS 9.33%, 10.60%, 12.93%, 45.25%, AND 42.77%, RESPECTIVELY.II. THE FOUNDATION CARRIES ON A BONA FIDE CONTINUOUS PUBLIC SOLICITATIONS PROGRAM. ITS FUNDRAISING EFFORTS INCLUDE ANNUAL DIGITAL MAILINGS TO SOLICIT FUNDS, PUBLISHING OF AN ANNUAL REPORT TO EDUCATE ITS DONOR BASE, FREQUENT EMAIL BLASTS ON FOUNDATION ACTIVITIES, AND PERSONAL LETTERS AND CALLS TO BOARD MEMBERS TO SOLICIT ANNUAL CONTRIBUTIONS. IN ADDITION, THE FOUNDATION HONORS ITS DONORS EVERY YEAR THROUGH ITS ANNUAL REPORT. III. DURING THE YEARS ENDED SEPTEMBER 30, 2020, 2019, 2018, 2017, AND 2016, HENRY M. JACKSON FOUNDATION HAD 28, 41, 36, 41, AND 44 SUPPORTERS, RESPECTIVELY. THE FOUNDATION ALSO ACHIEVED 100% BOARD GIVING IN 2020.IV. THE PUBLIC NATURE OF THE FOUNDATION'S GOVERNING BOARD - THE FOUNDATION HAS A LARGE BOARD OF GOVERNORS THAT INCLUDES PROFESSIONALS, COMMUNITY LEADERS, AND OTHER PERSONS WITH EXPERTISE IN DIFFERENT DISCIPLINES FROM ALL OVER THE UNITED STATES.V. THE FOUNDATION FOCUSES ITS ACTIVITIES ON FOUR BROAD CATEGORIES:INTERNATIONAL AFFAIRS EDUCATION, ENVIRONMENT, CLIMATE AND NATURAL RESOURCES MANAGEMENT, PUBLIC SERVICE, AND HUMAN RIGHTS. THESE CATEGORIES ARE LIKELY TO APPEAL TO A BROAD CROSS-SECTION OF THE POPULATION WITH COMMON INTERESTS.VI. THE FOUNDATION'S PROGRAMS ARE AVAILABLE TO A WIDE RANGE OF PUBLIC CHARITABLE ORGANIZATIONS SEEKING SUPPORT FOR PROJECTS WITHIN THE FOUNDATION'S FOUR CATEGORIES OF ACTIVITIES AS FOLLOWS:EDUCATION AND ADVANCED RESEARCH IN INTERNATIONAL AFFAIRSTHE FOUNDATION'S PRIMARY MISSION IN THE INTERNATIONAL AFFAIRS FIELD CONTINUES TO BE THE ENHANCEMENT OF THE HENRY M. JACKSON SCHOOL OF INTERNATIONAL STUDIES AT THE UNIVERSITY OF WASHINGTON. THIS INSTITUTION REFLECTS SENATOR JACKSON'S COMMITMENT TO THE DEVELOPMENT OF NEW LEADERSHIP IN INTERNATIONAL AFFAIRS AND RECOGNITION OF THE IMPORTANCE OF ADVANCED FOREIGN POLICY RESEARCH AND ANALYSIS. TO A VERY LIMITED EXTENT, THE FOUNDATION SUPPORTS OTHER INITIATIVES WHICH ADVANCE EDUCATION, SCHOLARSHIP, AND PUBLIC UNDERSTANDING OF INTERNATIONAL AFFAIRS.THE FOUNDATION SEEKS OUT PARTNERS TO HOLD PUBLIC PROGRAMS THAT CONVENE GRANTMAKERS, NON-PROFIT ORGANIZATIONS, AND LOCAL GOVERNMENT LEADERS ON ISSUES THAT ARE CENTRAL TO THE JACKSON LEGACY IN AN EFFORT TO LEVERAGE ADDITIONAL RESOURCES FOR THOSE CONCERNS. ON A LIMITED BASIS, THE FOUNDATION SUPPORTS CONFERENCES, FORUMS, AND LECTURES THAT FOCUS ON RELEVANT AND TIMELY INTERNATIONAL ISSUES.PUBLIC SERVICEIN THE PUBLIC SERVICE FIELD, THE FOUNDATION SEEKS TO PERPETUATE SENATOR JACKSON'S STANDARDS OF EXCELLENCE IN LEADERSHIP AND NATIONAL SERVICE AND TO FOSTER A PUBLIC SERVICE ETHIC IN THE NEXT GENERATION OF LEADERS. DUE TO THE FOUNDATION'S LIMITED FINANCIAL RESOURCES, PRIORITY WILL BE GIVEN TO GRANTS THAT FUND PROGRAMS IN THE INTERNATIONAL AFFAIRS AND HUMAN RIGHTS PROGRAM AREAS. A NEW PROGRAM, THE LEADERSHIP FELLOWS PROGRAM, WAS CREATED IN 2015 TO GROW INDIVIDUALS INTERESTED IN PURSUING PUBLIC SERVICE. THIS PROGRAM IS FUNDED BY THE FOUNDATION AND CONTINUES TO GROW EACH YEAR. THE FOUNDATION SEEKS OUT PARTNERS TO HOLD PUBLIC PROGRAMS THAT CONVENE GRANTMAKERS, NON-PROFIT ORGANIZATIONS, AND LOCAL GOVERNMENT LEADERS ON ISSUES THAT ARE CENTRAL TO THE JACKSON LEGACY IN AN EFFORT TO LEVERAGE ADDITIONAL RESOURCES FOR THOSE CONCERNS. ON A LIMITED BASIS, THE FOUNDATION SUPPORTS CONFERENCES, FORUMS, AND LECTURES THAT IMPROVE THE ABILITY OF THE PHILANTHROPIC COMMUNITY TO STRATEGICALLY IMPACT PUBLIC AND COMMUNITY LEADERSHIP, CIVIC ENGAGEMENT, AND VOLUNTEERISM.ENVIRONMENT, CLIMATE AND NATURAL RESOURCE MANAGEMENTSTEMMING FROM SENATOR JACKSON'S CONCERN FOR THE ENVIRONMENT, THE FOUNDATION AIMED TO INFORM AND EDUCATE POLICYMAKERS AT THE LOCAL, STATE, AND NATIONAL LEVELS THROUGH CASE STUDIES, RESEARCH REPORTS, AND GUIDEBOOKS; CONVENE STAKEHOLDERS TO DEVELOP LONG-TERM STRATEGIES THAT INTEGRATE THE PRESERVATION OF OPEN SPACE, AND CONNECT CLIMATE CHANGE AND SECURITY.THE FOUNDATION SEEKS OUT PARTNERS TO HOLD PUBLIC PROGRAMS THAT CONVENE GRANTMAKERS, NON-PROFIT ORGANIZATIONS, AND LOCAL GOVERNMENT LEADERS ON ISSUES THAT ARE CENTRAL TO THE JACKSON LEGACY IN AN EFFORT TO LEVERAGE ADDITIONAL RESOURCES FOR THOSE CONCERNS. ON A LIMITED BASIS, THE FOUNDATION SUPPORTS CONFERENCES, FORUMS, AND LECTURES THAT PROVIDE OPPORTUNITIES FOR DISCUSSIONS AND INFORMATION SHARING ON ENVIRONMENTAL ISSUES.HUMAN RIGHTSTHE FOUNDATION'S HUMAN RIGHTS PROGRAM HAS BEEN LARGELY FOCUSED ON HUMAN RIGHTS IN RUSSIA, SEEKING TO MAKE A LASTING CONTRIBUTION BY ASSISTING U.S. BASED GROUPS THAT ARE EASING RUSSIA'S TRANSITION FROM COMMUNISM TO DEMOCRACY. IN ADDITION, THE FOUNDATION HAS FOCUSED ON HUMAN RIGHTS PROGRAMS THAT BUILD ON THE LEGACY OF THE SENATOR, BY SUPPORTING IMPLEMENTATION OF THE GLOBAL MAGNITSKY ACT, WHICH ADDRESSES HUMAN RIGHTS VIOLATORS AND CORRUPT ACTORS ACROSS THE GLOBE. AND FINALLY, THE FOUNDATION HAS FOCUSED ON DEVELOPING FUTURE HUMAN RIGHTS LEADERS.THE FOUNDATION SEEKS OUT PARTNERS TO HOLD PUBLIC PROGRAMS THAT CONVENE GRANTMAKERS, NON-PROFIT ORGANIZATIONS, AND LOCAL GOVERNMENT LEADERS ON ISSUES THAT ARE CENTRAL TO THE JACKSON LEGACY IN AN EFFORT TO LEVERAGE ADDITIONAL RESOURCES FOR THOSE CONCERNS. ON A LIMITED BASIS, THE FOUNDATION SUPPORTS TRAININGS, FORUMS, CONFERENCES, AND PUBLIC OUTREACH EFFORTS THAT HIGHLIGHT IMPORTANT HUMAN RIGHTS ISSUES.

Return Reference	Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:	CLASS ACTION SETTLEMENT INCOME - 2015 AMOUNT: $ 53. 2017 AMOUNT: $ 286. 2018 AMOUNT: $ 16.

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

HENRY M JACKSON FOUNDATION

Employer identification number

52-1313011

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	14,721,213	15,583,794	15,577,626	14,512,003	14,362,536
b	Contributions ...	18,363	110,640	16,572	481,602	37,172
c	Net investment earnings, gains, and losses	800,369	412,297	1,245,448	1,767,838	1,349,558
d	Grants or scholarships ...	284,085	463,900	482,285	417,545	416,650
e	Other expenditures for facilities and programs ...	493,984	600,704	583,509	592,107	533,390
f	Administrative expenses ....	225,852	320,914	190,058	174,165	287,223
g	End of year balance ......	14,536,024	14,721,213	15,583,794	15,577,626	14,512,003

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

30.250 %

Permanent endowment SchDMd Bullet

69.750 %

Term endowment SchDMd Bullet

0 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	78,709	65,634	13,075
e	Other .....	23,424	7,334	16,090
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				29,165

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)BENEFICIAL INTEREST IN PERPETUAL TRUST				138,535
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				138,535

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	THE ENDOWMENT FUNDS ARE HELD FOR INVESTMENT. INVESTMENT EARNINGS ARE USED FOR PROGRAMS AND GRANTS THAT FURTHER THE MISSION OF THE FOUNDATION. ADMINISTRATIVE EXPENSES ASSOCIATED WITH THAT PURPOSE ARE ALSO FUNDED FROM THE INVESTMENT EARNINGS.
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 FOUNDATION AND ITS RELATED ORGANIZATION, HENRY M. JACKSON ENDOWMENT.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

HENRY M JACKSON FOUNDATION

Employer identification number

52-1313011

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1LARA IGLITZIN EXECUTIVE DIRECTOR (THRU 7/31/19)	(i) (ii)	96,649 ------------- 0	10,000 ------------- 0	58,499 ------------- 0	0 ------------- 0	2,450 ------------- 0	167,598 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINE 4A	LARA IGLITZIN RECEIVED SEVERANCE PAY OF $40,000 IN 2019.
PART I, LINE 7	LARA IGLITZIN RECEIVED BONUS PAY OF $10,000 IN 2019, AS APPROVED BY THE BOARD OF DIRECTORS.

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

HENRY M JACKSON FOUNDATION

Employer identification number

52-1313011

Return Reference	Explanation
FORM 990, PART I, LINE 6:	THE BOARD OF GOVERNORS IS COMPRISED OF VOLUNTEERS, 25 INDIVIDUALS SERVED THROUGHOUT THE YEAR.
FORM 990, PART VI, SECTION A, LINE 2	ANNA MARIE LAURENCE AND PETER JACKSON HAVE A FAMILY RELATIONSHIP. ALEX ADAMS AND KIANA SCOTT HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 4	THE BYLAWS WERE UPDATED ON MAY 7, 2020. THE AMENDED BYLAWS FORMED A NEW EXECUTIVE COMMITTEE, CHANGED THE RULES SURROUNDING QUORUM, AND ESTABLISHED A NEW COMMITTEE FOR THE JACKSON LEADERSHIP FELLOWS.
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	THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY ALL BOARD MEMBERS AT A FOUNDATION BOARD MEETING. THE BOARD OFFICERS DETERMINE WHETHER A CONFLICT EXISTS. ALL MEMBERS ARE REQUIRED TO REVIEW THE WRITTEN POLICY AND ACKNOWLEDGE COMPLIANCE IN WRITING. RECORDS OF SUCH ACKNOWLEDGEMENT ARE MAINTAINED BY THE FOUNDATION. IF A CONFLICT ARISES, THE CONFLICTED BOARD MEMBER WILL RECUSE THEMSELVES FROM VOTING ON THE MATTER. THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. ANY ADJUSTMENTS TO SALARIES MUST BE VOTED ON AND APPROVED BY THE EXECUTIVE COMMITTEE. SALARIES ARE COMPARED TO BUDGET DURING THE YEAR TO ENSURE CORRECTNESS OF PAY. THIS IS DONE AT THE BEGINNING OF EACH FISCAL YEAR AS PART OF THE BUDGETING PROCESS. OUTSIDE DATA FROM UNITED WAY AND SEVERAL OTHER SOURCES WAS UTILIZED IN THE FISCAL YEAR 2020 BUDGET PLANNING PROCESS. THE LAST COMPENSATION REVIEW OCCURRED IN OCTOBER 2020.
FORM 990, PART VI, SECTION C, LINE 19	SUMMARY FINANCIAL INFORMATION IS PRESENTED IN THE ANNUAL REPORT WHICH IS MAILED TO A LARGE DISTRIBUTION LIST OF PAST & PRESENT DONORS AS WELL AS INTERESTED PARTIES. A COPY IS ALSO AVAILABLE ON THE WEBSITE AND UPON REQUEST. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2B & PART IV, LINE 12B:	HENRY M. JACKSON FOUNDATION IS CONSOLIDATED WITH HENRY M. JACKSON ENDOWMENT (A TYPE II SUPPORTING ORGANIZATION) FOR AUDITED FINANCIAL STATEMENT PURPOSES. BOTH THE FOUNDATION AND THE ENDOWMENT SUPPORT THE MISSION OF THE FOUNDATION.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

HENRY M JACKSON FOUNDATION

Employer identification number

52-1313011

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)HENRY M JACKSON ENDOWMENT 1501 4TH AVE STE 1580 SEATTLE,WA98101 06-1701305	TO SUPPORT THE HENRY M. JACKSON FOUNDATION	WA	501(C)(3)	LINE 12B, II	HENRY M JACKSON FOUNDATION	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2019

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No

Schedule R (Form 990) 2019

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2019

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. (see instructions).

Return Reference	Explanation

Schedule R (Form 990) 2019

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	110,640	16,604
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	93,805	89,777
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	16	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	204,461	106,381
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	24,000	10,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	462,215	391,976
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 20,962
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	222,738	125,888
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	708,953	527,864
19	Revenue less expenses. Subtract line 18 from line 12.......	-504,492	-421,483
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,408,819	2,082,790
21	Total liabilities (Part X, line 26).............	38,739	45,894
22	Net assets or fund balances. Subtract line 21 from line 20.....	2,370,080	2,036,896

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 324,860 including grants of $ 10,000 ) (Revenue $ )
	TO SUPPORT AND ENCOURAGE PUBLIC AND PRIVATE EDUCATIONAL INSTITUTIONS IN THE UNITED STATES AND ABROAD TO PROVIDE EDUCATIONAL PROGRAMS IN THE AREAS OF INTERNATIONAL AFFAIRS, PUBLIC SERVICE, AND THE ENVIRONMENT. PROGRAM ACTIVITIES INCLUDE COLLABORATION ON PUBLICATIONS, PUBLIC LECTURES AND SUPPORT OF CONFERENCES.

4b	(Code: ) (Expenses $ 58,216 including grants of $ ) (Revenue $ )
	THE JACKSON LEADERSHIP FELLOWS PROGRAM IS AN ANNUAL PROGRAM WHERE INDIVIDUALS LEARN ABOUT THE JACKSON LEGACY.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses383,076

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	253,804	37,168	2,750

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

1	Briefly describe the organization’s mission or most significant activities: SUPPORT EDUCATIONAL PROGRAMS IN THE AREAS OF INT'L AFFAIRS, PUBLIC SERVICE AND THE ENVIRONMENT.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	23
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	23
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	5
6	Total number of volunteers (estimate if necessary) .............	6	25
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	16,604

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		16,604

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			49,942			49,942
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		450,000	7a
b	Less: cost or other basis and sales expenses		410,165	7b
c	Gain or (loss)		39,835	7c
d	Net gain or (loss).........			39,835			39,835
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			106,381	0	0	89,777

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	10,000	10,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	175,079	134,191	32,210	8,678
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	178,909	137,126	32,915	8,868
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	2,907	2,228	535	144
9	Other employee benefits .......	8,744	6,702	1,609	433
10	Payroll taxes ...........	26,337	20,352	4,658	1,327
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	16,764		16,764
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	5,571		5,571
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	5,000		5,000
12	Advertising and promotion ....
13	Office expenses .......	4,559	515	3,824	220
14	Information technology ......	12,331	5,147	5,927	1,257
15	Royalties ..
16	Occupancy ...........	3,657	670	2,952	35
17	Travel ............	649	649
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	4,567	3,067	1,500
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	4,092		4,092
23	Insurance ...	4,784		4,784
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	LEADERSHIP FELLOWS	58,216	58,216
b	DUES & SUBSCRIPTIONS	2,400	1,750	650
c	NEWSLETTER/PUBLICATIONS	2,333	2,333
d	OUTREACH/PUB. RELATIONS	965	130	835
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	527,864	383,076	123,826	20,962
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			404,341	1	157,650
2	Savings and temporary cash investments .........			204,749	2	401,967
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			4,500	9	2,728
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	102,133
b	Less: accumulated depreciation	10b	72,968	23,506	10c	29,165
11	Investments—publicly traded securities .			1,640,292	11	1,352,745
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			131,431	15	138,535
16	Total assets. Add lines 1 through 15 (must equal line 33)...			2,408,819	16	2,082,790

17	Accounts payable and accrued expenses .....	15,955	17	21,368
18	Grants payable ...		18
19	Deferred revenue .........	22,784	19	24,526
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	38,739	26	45,894

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	2,238,660	27	1,898,361
28	Net assets with donor restrictions ...........	131,420	28	138,535
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	2,370,080	32	2,036,896
33	Total liabilities and net assets/fund balances ........	2,408,819	33	2,082,790