(05) Board Governance Draft
November 24, 2003
... growth at Institute. It’s a mathematical fact that separate endowments, where one endowment grants to the corpus of another ... of the Institute will be $63 million larger than had the endowments been combined in 1991. This will permanently add $3 million read more...
Author: Bruce Fetzer
Keywords:
accountable, Age, period, chairman receives, mix, public scrutiny, body, Baseball Hall, days, interview Time spent
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full time, litigation, flexible program, notforprofit organizations, Bob Boisture counsel, implementing, administering operations, return, memorandum, purposes, obligations, perpetual vision, group, article IX, personal sacrifice, foundation board, mission, preservation, assets, permanently, personal spiritual, Board Governance Draft Author Bruce Fetzer Category Trust Histories JEF Memorial, Institute, one, backdrop, Fetzer Business Center, varies, John, ordinary, Directors, Twelve one day board, Fetzer Institute, private foundation established, inception, compensation framework, extraordinary time commitments, Institute budget, implementation John, unique knowledge, trustees, induction, founder, vision, Additionally daily contact, Nov, John E Fetzer archive project, Trustee hereunder shall, compensation, museum, redesign, Fetzer Memorial Trust governance, record, year verses, trustee brings key knowledge, order, Archangel Michael, Trust document, IRS State, personal commitment, BOARD, DEEPLY, grow faster, Institute f, Questions Directors, Abut, unique charter, close, uniqueness, unique organization, individuals, outside commentary, appointed trustees requires, reasonable compensation, incumbent, fiduciary responsibilities, currently, twenty years, RE Rob, benefactor John, Trust, Fame, administering, Attendance, esoteric, esoteric purposes, trust, Canadian Institute, characterized, financial, beyond, one endowment grants, Fetzer, Law, Hall, Freedom, situations arise, MEMORANDUM, Accountants Dr Bart CA pg John, work, parts, Fetzer specifically, baseball, remuneration, TIME, Fetzer Memorial Trust governance background page, National Association, spiritual, corpus, responsibilities, Fetzer Memorial Trust, unique purpose, year, normal threeyear review, extensive litigation, separate endowments, approach, administrative, beneficiary, average director spends hours, Spirit, mathematical fact, source Roger Raber CEO, scope, Trustees donate space office, behalf, Michigan, direct involvement, activities, provision, program, million larger, million, significant roles, Trustees, book, average trustee spends approximately three days, another, clear intent, responsibility, source, vital, available
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Trust Histories
(20) Memorial Trust Discussion Framework Inpu...
March 08, 2015
... would not have the option to reduce spending if the endowments were combined. The actual historical combined spending is ... return over the same historical period would result in the endowments not having preserved real spending power. The joint 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
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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
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Trust Histories
(14) Pros and Cons on the extention of the Fe...
December 19, 2007
... of said additional twenty years (assuming 9% return of both endowments). Therefore, the total additional monies to the John E. read more...
Author: Fetzer Memorial Trust
Keywords:
Memorial Trust PROS, program recipient thereby, Jan Walleczek, additional million, term, respect, program, perception, new era, designation
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sole beneficiary, continuation, Institute Financial Benefits, commitment, vision, excess, mission, Trust, principles, requirement, implementation, distributions, sharpest scientific minds, extention, longterm vision, science, grants, Memorial Trust, total additional, benefit, creation, thereby significantly reduces, governance, dynamic example, program dollars, trust, first sixteen years, endowment, potentially create conflict Pros, necessary mode, born around John, excise tax rate, question, list, deep mysteries, order, statutory limitation, trust beyond, tenure beyond December, connection between science, duplication, significant focus, legacy, branches, brings, personal mission, Memorial, founder, Histories, wisdom, program recipients eg universities, founding fathers, philosophical spiritual, Stanford, Fetzer Franklin, separate entity, firmly convinced, joint long term cooperation, complementary relationship, overhead, effort, charge, participation, assimilation, concentrated emphasis, original term, technical considerations, continuing work Benefits, preserve, humanity, spiritual, people, December Author Fetzer Memorial Trust Category, years, collaboration, Fetzer Memorial Trust draft, pros, grant, forty years, entity, page, payout Pros, percentage, spirituality, lower average excise tax, grow faster, giving voice, trustees, Fetzer Memorial trustees, universal creation, below, founding purpose, way separate, spiritual philosophy, Fetzer Spiritual, Fetzer, additional twenty years, Fetzer Memorial Trust, Fetzer endowment, Institute, contracts, highly creative, million, Fetzer Memorial Trustees, founding vision, visionary mission, core visions, Alternative Exploratory Programs, Creator, million grant, option, significant, substantial contributions, continuity, John, limitation, controlled entity, flexibility, Fetzer Institute, future, importance
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Category:
Trust Histories
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