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(19) Discussion Framework for Discusson of Ex... March 17, 2015

... 2020? Rationale Two: Financial and Administrative Benefits Mandatory payout rate. If the Trust’s endowment were transferred to ... the Institute, the combined endowment would be subject to a mandatory minimum payout rate of approximately 3.5%. Because the read more...

Author: Fetzer Institute and Fetzer Memorial Trust
Keywords: capacity, discussion, basis, facing, four year, new relationship, emergent paradigm, Institute board concluded, recent, grants show more... , current structure, current, payout, concerned, March Author Fetzer Memorial Trust, foundational, role, whether, current biography, Bruce, charitable, much important legacy work, inbetween time, Memorial, additional reason, investment, increased capacity, Memorial Trust, mandatory minimum payout, microcosm imaginal cell, substantially, purpose, frontier science, least, principal rationale, FetzerFranklin, Institute board, definitive account, conclusion, limit, secular, Institute, endowment, decision, Institute stay, nonlegal reasons, legallymandated minimum, mandatory, FetzerFranklin program, combined, representatives, payments, Joint Board, two Boards, shown, Institute Category, Histories Draft Discussion Framework, tension between spirituality, reduce, pros, Institute retain, substantially greater, engage, staff, operating foundation, spiritual center, total payout, Memorial Trust Task Force, particular, spiritual, paper, transferred, One Spiritual Identity, extension, consultation, Institute toward, huge, Positioning, ability, John, greater flexibility, longterm objective Cambridge advises, significant weight, spiritual identity, Bob, balance, consideration, Frances, Trust, entire endowment, payout rate, Agony, Attachment, grants constituted, another compelling, senior, graph presented, Closely, subject, control show less
Category: Trust Histories
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Memorial Trust History (1991-2020) April 28, 2020

... Fetzer Memorial Trust History Page 7 of 42 upon the 2003 payout of the complete ILM Trust to Inner Light Ministries). ... whereby The Institute could put the Trust’s state-mandated payout to the Institute into its {the Institute’s} corpus, instead read more...

Author: Tom Beaver
Keywords: discussion, similar group, line, program portfolio, great spiritual insights, memorial service, photos, relationship between individual spiritual, video, major events show more... , spirit, huge success story, measures, term, postmodernism, concept, spiritual symbolical, Dean, group, death including, March board, things, course, expire, Feb, Revocable Trust, spiritual identity debate, State Courts, core kind, first half, Memorial Trust Board, Planning, three years, bout, spent, long memo, app, stated, project, priority, Redwood, March response, minutes, Trustees, highest value, integration, addition video recordings, lot, conditions, memo Tom, survey, reality, Seasons, similar concern regarding, Fund, later life, also stated, Decade, Selections, first time, Sixth Michigan Circuit, participants, mystical roots, days, purchased, lifelong, death, board, Memorial Trust, core legacy, scientists, Mike Gergely, transformational effects, drumming, social movements, system, power, 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individuals, Monroe Institute, December ending, live audience, work, synergy, organizational model, implicate order, Institute Trustee, ready, another responsibility, Consequently Jan, hundreds, themselves, Former, preparation, strategic partnerships, order, biography, Institute Board, Memorial Trust Finances, MA education, mark, Themes, exploration pioneering research, searching, board met, Notre Dame School, avoid millions, past, Foundation, Programs, multiple copies may reduce, much science, formally, June Tom Beaver, chronological order, holdings, wellknown book, focus, November, report favorable, interesting thing, risk, organizational culture, inquiry, twoday meditation workshop, Southampton, clinical background, twenty years, Adventist, funding, incorporated, staffers, least million, designated, Quest Books, joint, inspirational, open source software, modest, occur, several thousand, Vodyanoy, foundations, participated, implemented, Part, Bamford Editor, Substantial numbers, fellow Memorial Trustees, February, first two, hundred attendees, Foundation Institute, Jimyo, Questions, twoday workshop, scientific knowledge, host copies, meetings Jim Gordon, restore function, Carolyn Dailey Leeburg, one day, astronaut Edgar Mitchell, Wink Franklin Rob Lehman, sole beneficially, areas, voluminous amount, spiritual education, follows Spiritual identity John, balances, Vero Beach, Cultivating Emotional Balance, governance, Fund supports work, two years, whole reflected, eras, persons several, spoke informally, wholegroup interview, enthusiastic, Tom Beaver Bruce Fetzer Memorial Trust Histories, Extension, Steiner Books, copy, task, minimum, science effort, Trustee shall, creative way, Board, Revocable, Stillheart Retreat Center, possible forecast, Vodyanoy previously, sessions, June Colleen Elgin interviewed Rob Lehman, premier, Richard Davidson, three, moving, Future, spoke, seventeen years, upon approach, real estate property, Assisi Italy, Franklin Science, 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investment portfolio, cultural training programs, shabd, key question, core legacy outreach program helped partners, outside agencies, Bong Han ducts, spiritual dialogue, trust estate, presentation, HeartMath, probably, philosophy, Information, Beaver, Fetzer Franklin, freedom, Phillip Mason, Fetzer Inner Light Ministries Trust, Memorial Trust History September present, spiritual communities, Legacy Outreach, narrower focus, legacy effort, Spiritual Trends, members, book, Executive, Trust Jeremy Waletzky, consciousness, dynamism, high impact science journals, interconnection between science, engage, minimum payout, cash payout, self, accountability potentially contribute, light, Bylaws, History, Gordon, successful science initiatives, separate, Spirit, key, Institute board, otherwise, accounting masters, interplanetary space, assumption, physics, direct, oral historian, financial, grapple, corpus, Paul, representation, experiential process, purposes, story, Nature, Maura Corrigan, seekers, powers, Two participants received, awardwinning publication chronicles John, library tool, lab, two joint meetings, archivist specializing, theory, advance, Treasurer, possibly, summer, overriding philosophical, principle, Institute Memorial Trust January, September Fetzer Franklin Science, nanobacteria concepts, proceeds, beautifully boldness courage intelligent risktaking humility, spiritual mission John, Republic, Cambridge, David Bohm, led, world, combined endowment, Metaphysical, Agreement, Fetzer Institute, degrees, Tom Murray, vision, Tom Inui, principal, content navigation, Florida Toronto, minds, rights, breakthroughs, Presentations, late Tom Beaver, Bruce, team, Alan, Leeburg Mike, Mason interviewed, Pioneer grant, Trust present Direct, Dean Radin, implementing, director, five, Chief, nonspecific, Memorial Trustees, felt, leaders, selfawareness, Inner Light Ministries, longstanding, essential writings, spiritual journey, discussions between, position, Fetzer Franklin Fund focuses, November Board, Mayo Clinic, NIS Labs Pleomorphic Microbes, connect, spiritual vision, dipping, reconsider fundamental questions, four, Institute employee, unique personal, Jeremy Waletzky, Rob Lehman James Gordon President, uninterrupted, Age, Imagine, Ideas, Trier Complementarity, Hossenfelder Franfurt, fact, excellent job, Beaver eventually, interactions, IONS board, process, Michigan Center, Fetzer Institute Board John, Fetzer Memorial Trust, process culminated, practice sessions, presented, Fetzer Trustees, component Convene, Original v Reformed Trust copy incl purpose, Michigan, regard, six legacy partner organizations, Preamble, upon, closing, beyond, Beech, Fetzer Memorial, Trust Robert Lehman JD, Univers, David Lynch Foundation USA instructor, Fund namely, Tom Inui Era, Strat, display, Trustee Interview Projects, possibility, assistance, Dr Vitaly Vodyanoy, Larry Sullivan, Fetzer Create video, joint board retreat, Stillheart Retreat Center near Santa, digital, 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interpretations, December Rob Lehman, develop processes, Arlington Institute, program budget, mission, Stanford, Western Michigan University, One participant, Joint Committee, advisors, comprehensive bibliography, million representing half, Trust Cost, Nieuwenhuizen Doct, Memorial, interconnectedness between science, New, relational views, develop, technology, Legacy activities, formation, Drs, new light microscope technology, Harner, spreadsheet, Fetzer Foundation, worth, assets originally included John, including, reportsection, rules, Appendix BHLIB, Physics Consciousness, respect, referencing, emergence, line ii Gerhard Groessing, motivation, laboratory, search, late, envision, Lehman, Informally, Voice, Korean, assets originally, state, University Enterprises Relational Realist Formalism, Magneto Encephalograph MEG laboratory, aside ourselves, earlier, Sacred Founding Principles, John Fetzer directly, theme, Gergely Beaver Fetzer, additional, socalled Monday Night Group, independent, esoteric principles, Professor Jacob Needleman San Francisco State University, facilitated another twoday experiential workshop consisting, capacities, beneficiary, excise tax savings, Beach, current term, Fetzer Boards began, Boards giving, Document, former, act, continual, working, discussions, Chairman, unincorporated, proprietary financial model, many materials, Von, recently, Lehmanled Institute efforts, context, move, articulate, legacy dynamically, talk, difference, successor, essence, planning, million larger, videos, legally, radio, appear, FAC meetings, collectively show less
Category: Trust Histories
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(20) Memorial Trust Discussion Framework Inpu... March 08, 2015

... founding legacy?” MT input to discussion framework pg. 2 Mandatory payout rate The concluding question is fine. The discussion ... section needs revamping:  The minimum payout rate for operating foundatinos is not always 3.5%. It’s read more...

Author: Bruce Fetzer & Lou Leeburg
Keywords: February inquiry identified four different stages, unique value, high degree, broad science program, important time, basis, state, unique clause, task force information request, joint action show more... , relevant, momentum, Memorial Trustees, legacy, real corpus, option, includes initiatives, important, organizations, documentation, bigger questions, able, option Spiritual identity, substantial periods, programs effectiveness Attachment One, endowment, payout, world, March Author Bruce Fetzer, open, incurred, superior performance, course, peers, six years, Rob Bob, type, first three stages, accurate, quite low, median endowment return, portfolio return, excess, priority, discussion, whole science, forward, substantial costs, Broader questions, assumptions MT input, criteria, Trust, engaging Fetzer Franklin advisors, endowments, discussion section, Administrative costs, order, fact, Leeburg Category Trust Histories, questions, nevertheless, draft, legacy issues, vision, illustration, certain, decision, comments, another entity, real spending, preservation, Fetzer, returns, programs, stated above, February, data, represents, legacy responsibilities, expensive, mention, process, External factors, founding vision, long term goal, History, best ideas, program work, historical period, March response, Mandatory, time, revenues generated, discussion framework pg, provisional, seamless cooperation coordination, personnel, Trust tax return, multiple parties, vital, activity, coordinated, planning need, activities MT input, identify, March paper, long term planning, matter, amount, commitment, Nobody knows, risk, programmatic, aspiration, joint work, Subjective, Institute, Fetzer Institute, concluding question, reduce, minimum payout rate, intangible, future, sure, joint board session, response, election, considerations, Outperforming investment return assumptions, Probate, point, dialogue, operating foundatinos, financial, total, best, current structure, once consolidated, following questions, Another consideration, vital responsibility, charitable, objective, Trust structure, Trust Board view, agree, enhanced, structure, adequately, portfolio, spending rate show less
Category: Trust Histories
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Memorial Trust History April 28, 2020

... (ILM relinquished any claim to these monies upon the 2003 payout of the complete ILM Trust to Inner Light Ministries). ... whereby The Institute could put the Trust’s state-mandated payout to the Institute into its {the Institute’s} corpus, instead read more...

Author: Tom Beaver, Bruce Fetzer
Keywords: discussion, similar group, line, program portfolio, great spiritual insights, memorial service, photos, relationship between individual spiritual, video, major events show more... , spirit, huge success story, measures, postmodernism, concept, spiritual symbolical, Dean, term, group, death including, March board, things, Freedom, course, Feb, Revocable Trust, spiritual identity debate, State Courts, also stated, joint resolution, core kind, first half, Planning, three years, spent, bout, long memo, app, stated, project, follows Future membership, Redwood, priority, March response, minutes, Trustees, highest value, integration, addition video recordings, lot, conditions, memo Tom, survey, phrase silent carriers, Seasons, similar concern regarding, later life, Fund, Selections, first time, Sixth Michigan Circuit, participants, mystical roots, Residence, days, purchased, lifelong, death, board, Memorial Trust, core legacy, scientists, Mike Gergely, sudden appearance, 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Beaver stated, result, bridge, planet, Professor Katherine Albanese, Great Invocation, public, Scholar, couple, spiritual worldview, Janis Claflin, FetzerFranklin Fund, behest, September Fetzer Franklin Science, multisite reproducibility, blood, law, Peter, sides, best practices, began, section below, top five symposium downloads, resolution lay, Tucson, start, ILM President, feature documentary, way, years, Discussion Framework, Trusts, Legacy Initiatives, continuity, June Board, subject, probe, outreach initiatives, whole, FetzerFranklin science fund, personal library, Fetzer mission, due, video oral histories, Wink lived, esoteric purposes, vital sections, grant, confidence, organizational form, IONS three times, President, pleomorphism, ways, external audiences, Trust history, letter, September, assets, Winston, open exploration, adroit planning, legacy initiatives, library, Chief Justice, Memorial Trustees elected Bruce, Han ducts, anxiety, true dimensions, third circulatory system, artificial intelligence, Tom Inuis dismissal, bad news, inception, Secretary, offered, Pamphlet, meetings, possible, sole beneficiary, compounded, Joint Trustees, March Trust, word, new spiritual story, world anything, upon John, First Decade, Inuis, July interview, discretion, Fetzer Fellows program, deep engagement, closer, core, lifelong spiritual journey, conventional, around Trust goals, report, Wizard, Physics, attract, successful longterm, document, fullhearted, significant, Theosophical Society, trustees, threemember team, Trust personnel, meetings earlyon, time period, approx, beginning, Stan Grof, Monday Night Group, determine, copy, Global Gathering, Memorial Trust however, feedback, SkutchWhitson, Cultural History, return Inner Light Ministries relinquished, Archangel Michael John, th birthday, months, time, integrated, sessions led, facilities, era, Materials, account shall, Malik, esoteric component Convene, replicate inner practice routines, series, synthesis paper, Tom Beaver, lifelong diehard Detroit Tigers baseball fan Louis Leeburg BA accounting, alternative questions, history Bruce Fetzer, program separate, Institute science team December, business, Inner Peace publisher, internationally focused Global Gathering, second board, science team, scientific methodologies, distribution, NDE, Monroe research, American, Secondly clones, late January, spiritual journey closely, question, awareness, Mission Statement, implications, archives, Rob Lehman, JEF Memorial Trust Board, Shamatha, statement, Florida apartments, collective audience, Stillheart, excellent, respective Trust documents, NIMH, future generations, Integrative Restoration January, full RL memo Appendix, Discusson, point, Larry Sullivan era, voluntary teacher, millions, spiritual symbols, Institute President Rob, Finances, expire, scientific, million, ongoing operation, best, connection between, comprised, global dynamic, reality, himself, birth, Norm Shealy, Carolyn Dailey 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Two participants received, awardwinning publication chronicles John, library tool, lab, two joint meetings, archivist specializing, theory, advance, Treasurer, Tom Inui Era, possibly, summer, overriding philosophical, principle, strengthening, beautifully boldness courage intelligent risktaking humility, spiritual mission John, avoid millions, Cambridge, David Bohm, led, world, combined endowment, Metaphysical, original version, Agreement, Fetzer Institute, degrees, Tom Murray, vision, Tom Inui, principal, content navigation, Florida Toronto, minds, rights, Presentations, UCSB, late Tom Beaver, Bruce, Janis, team, Alan, Leeburg Mike, Mason interviewed, Pioneer grant, Trust present Direct, Dean Radin, joint board retreat, implementing, director, develop projects, five, Chief, nonspecific, Memorial Trustees, felt, selfawareness, Inner Light Ministries, longstanding, essential writings, Age, spiritual journey, November Board Governance, position, Fetzer Franklin Fund focuses, Mayo Clinic, 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Professor Jacob Needleman San Francisco State University, late, facilitated another twoday experiential workshop consisting, capacities, beneficiary, excise tax savings, Beach, current term, esoteric principles, Document, former, act, investigation, continual, working, discussions, Chairman, unincorporated, proprietary financial model, many materials, articulate, Boards giving, Von, recently, Lehmanled Institute efforts, context, move, legacy dynamically, talk, difference, successor, essence, planning, million larger, videos, legally, radio, appear, FAC meetings, collectively, Fetzer Institute Memorial Trust January Background show less
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MTrust History April 28, 2020

... (ILM relinquished any claim to these monies upon the 2003 payout of the complete ILM Trust to Inner Light Ministries). ... whereby The Institute could put the Trust’s state-mandated payout to the Institute into its {the Institute’s} corpus, instead read more...

Author: Tom Beaver, Bruce Fetzer
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