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(04) Memorial Trust: Settled Agreement Option October 03, 2008

... Institute’s endowment. 4. The Trust pays a lower average excise tax than the Institute, therefore saving taxes. 4. Reformed read more...

Author: Rob Lehman
Keywords: vote, brief, memo dated, joint agreement, Freedom, vehicle, part, formation, contemporaneously, Beech Bruce Carlson show more... , memo, above provision, John, passion, technical legal language, Legacy, board, organization, year cycle, legal, Memorial Trust, way, variety, spiritual philosophy, termination, event, Fetzer Institute, annually, developing human, majority, equities, term, higher weighting, boards, continue, scope, close cooperation, total, necessary, Lindisfarne Fellows, Number, years, Article, deeply, critical, special interest, Fetzer Memorial Trust, minimum, David Thoms, beginning, close collaboration, counsel, idea, true Spirit, conversations, grants, complementary culture, vacancies, Council, behalf, medical practices, Board, example two trustees, accordance, Reformed, Articles, review, Franklin, vision, longterm vision, occurrence, candidates, CC David Thoms, endowment, twentyyear term coincides, time, purposes, standard Trustee removal provision, noncontrolled private operating foundation, last original trustee, longterm growth, standard provision, compensation, fixed number, Introduction, officer compensation, Beaver Bruce Fetzer Michael Gergely, John Fetzer, year, nine, financially disadvantageous, sevenyear, Trust instrument, lower average excise tax, pioneering, immediately, Incorporation, Collaboration, areas, ready, election, exploration pioneering research, receptive soul, separate, Trust, esoteric theme F, transfer funds, esoteric spirituality, period, substantial compounding effect, strong life forces, process established, Constitution, trustees, research, Fetzer Franklin, ranging, basis, incubator, several conversations John, rhythm, nonInstitute, primary purpose, remaining funds, resignation, officers, inspiration, Term, However records, Fetzer Franklin Fund, creation, Trustee, coordinated, dialogue, Institute, directly, conveyed, Institute therefore, Trustees, minority, times, Vision, memory, program, Trust arose, separate leadership Paul Gailey Bruce Fetzer, third, imagination, maximum, Original Trust One additional, scientific subjects, Elders, reformed, complementary, Provide, above economic advantages, appoint successor trustees, option, Advisor, benefit, collaboration, past seventeen years, Purpose, ancient, world, section, state, Age, Institute Boards, Chairman, John Fetzer Outofbody experiences reincarnation psychic abilities, emerging vision presented, either, original Trust, corpus prior, example, Douglas Varley, work, Spirit, Fetzer, collective, Beneficiary Original, clarifications, esoteric science, separate organization, Original, simply, esoteric show less
Category: Trust Histories
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Memorial Trust History (1991-2020) April 28, 2020

... level, lower combined payout, lower combined average excise tax, potential for flexibility in grant making, potential ... during the life of the Trust. 4. $2 million estimated excise tax savings The Trust personnel created proprietary 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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BA accounting, history Bruce Fetzer, November John, program separate, Institute science team December, science including scientific methodologies, business, Inner Peace publisher, facilitated, good effort, internationally focused Global Gathering, second board, channeled messages, science team, joint InstituteTrust Legacy Committee, scientific methodologies, distribution, One, NDE, Monroe research, American, provisions, question, February Tom Beaver, awareness, Mission Statement, physicist philosopher, implications, archives, Rob Lehman, Shamatha, common understanding, Identity, statement, Florida apartments, collective audience, Stillheart, excellent, respective Trust documents, future generations, Integrative Restoration January, materials, Discusson, Purpose Preservation, point, payout, time John, Larry Sullivan era, voluntary teacher, millions, Institute President Rob, ongoing operation, best, connection between, basic knowledge, comprised, facilities, birth, Norm Shealy, Johnson 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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 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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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(14) Pros and Cons on the extention of the Fe... December 19, 2007

... was paid. 15. The Memorial Trust pays a lower average excise tax than the Institute, and thereby significantly reduces ... the government. The trust has the flexibility to manage its excise tax rate through adjusting payout. Pros and cons of read more...

Author: Fetzer Memorial Trust
Keywords: Memorial Trust PROS, program recipient thereby, Jan Walleczek, additional million, term, respect, program, perception, new era, designation show more... , 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 show less
Category: Trust Histories
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Memorial Trust History April 28, 2020

... level, lower combined payout, lower combined average excise tax, potential for flexibility in grant making, potential ... during the life of the Trust. 4. $2 million estimated excise tax savings The Trust personnel created proprietary 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, transformational effects, drumming, social movements, system, power, Law, major fiveyear commitment, statement later quoted, Jan Walleczek Bruce Fetzer, long, memo, Heart Math center, last minute, dialogues, area, Noetic Science IONS, little, shortly, Director, Memorial Trustee, Michigan Supreme, third outside, Memorial Trust board meetings, life, Hal, number, superior investment, whom, Institute actually, Redwood City Calif, unique role, Canadian building, others, external successes, much detail, five Trustees, copies, documents, Lehman era, Bob Boisture counsel, November Institute Board, bankruptcy, Law Center, permission, people, Legal Counsel, finance, many words, protocols, Institute Board Bruce Carlson, current benefits, David, Beach Era, attorney, major impetus, science advisors, controlling stress anxiety, words, cochair, July, way institutionalize, Sixth Circuit, meditation journaling, two consecutive years, intensive, views, ten different locations, potential opportunities including, Appendix BF, John Fetzer Archives, wisdom, compelling ways, spiritual philosophy, CEO, moreover, slate, sense, US government, later, joint Trustee, Contemplative, ideas, program build fields, key importance, truth, additional unit, loving action, neurological signatures, Institute corpus, creation, arm, material, robust, unique tension, use, threeyear relationship, brain processes, Spirit, vehicle, contrast hundreds, Larry, cancer, leaders, Jacob Needleman, NDE December, final seven years, brief, Memorial Trust Board, Ashville goals, next couple, issue, later written, Appendix Donor, percent, Professor Brian, kind, commitment, long term, EmQm, benefits, Institute Trustees, Fetzer Franklin science program, practices opinions, weeklong, Several, website, interconnection between science, mystical, several iterations, four hundred files, facility, year greater forever, study, idea, Retreat, donor intent, ILM Trust, search quickly, esoteric, bonus Tom, sort, two boards, goal, 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endowment, brand new, John Fetzer thirdyear Trustees Janis, Trust portfolio, breadth, four finalists, envisioning freedom, Force Information, Carolyn Dailey John Fetzer, employees, Key documents, programs, teambuilding, attendance, overlapping membership, March, Trust, meeting June, Harald Walach, audit, present, whose beneficiary, Partnership Addendum, consolidated, peer reviewed publications, attention, facilitate better, facilitator, Mission, Rob, philosophicallydriven organization, Boisture, presentations, MT discussion framework input, relationships first, endowment, proposed, serious issues, appreciate, seven board members, inner life, jousting, projects outside, Esoteric Purpose workshop, duties, known John, revolutionary, discernment, Fetzer, Statements, Constituent Cell Consciousness, third symposium, universe, concern, Pros, sections, residual, One large entrepreneur, interpretations, December Rob Lehman, Magneto Encephalograph MEG laboratory, develop processes, Arlington 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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

... level, lower combined payout, lower combined average excise tax, potential for flexibility in grant making, potential ... during the life of the Trust. 4. $2 million estimated excise tax savings The Trust personnel created proprietary read more...

Author: Tom Beaver, Bruce Fetzer
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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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(09) 2006 Memorial Trust Reflection - Carlso... January 17, 2006

... be both president and chair, direct the organization, avoid excise taxes, and avoid mandatory payouts. This question does not read more...

Author: Fetzer Memorial Trust
Keywords: huge amount, pathway, reality, collective spiritual growth, destiny, potential, explore frontier research currently, history, pioneer, physical show more... , unite, death, business career, discern, funds, authority, core component, Board, leaders trustees, new kind, people, individuals, excerpts, purposes, living component, great program areas, business world, Fetzer Legacy Committee Mike, spiritual growth, nature, level, accord, discover, direction, communication, Institute BF, journey p, absolute ground upon, capacity, serious mission, esoteric spiritual mission, legal sense, world, thoughts, able, forward, foundation, spent close, mover advantage, expansion, aspects, time frame, process, white paper, climate, life, hours, present organization, specific purpose, quests, last two plus years, follows Opening Remarks, Carol Hegedus list, spiritual matters, individual, spiritual devotion, board, spiritual wells, acceleration, name, important, Institute commitments, view, Spirit led, Holy, P TB, collective responsibility, similar organization, next generation, demonstrated, architect, appreciation, essence, Foundation Institute, time, portfolio BF, several generations, Bruce, group, personal spiritual growth, JEF March, question, broader scope, goals, actual existence, multiplicity, grievous error, Institute funding scientific, New Age, least two areas, aware, Institute commitment TB, market, United States, basis, promise, personal, BF John, mission statement MG John, edge, important thing, way TB John, significant disparity between, captures, many discussions, change, desire, intensions, evaluations, aspect helped, motion, esoteric mission, esoteric approach, programs John, questions, CoChairs, implement, himself, accomplished, part, inner workings Trust loyalty friendship, incorporated, appear, love, born, founding purpose, critical time, constantly draw, discussion, BF spiritual, study, issues, January Author Fetzer Memorial Trust Category, Institute Foundation, anything, Father, permanently, document, TB NA, tax status, primary issues, improve, man, experiences TB John, clear, team, spiritual practice, every moment, focused, esoteric, key, Histories, esoteric spiritual, documents, two documents, relation, catalyst, purpose, worlds, Guardian, interests, many, phenomenal optimist, understands, effort, nature intensity, respects, discussions, Trust, close, open, continual basis, staff, emphasis, outer, benefits, dogmatic, priority, Foundation report, following document combines feedback, phsychic phenomena, mission, implemented, nucleus, ingredient, dozens, conducted, Foundation, John consistently advocated, current guiding purpose, much, Action, real question, science, Hierarchy Holy, favorite quote, issue, religion, Institute BF JEF quote, scientists, inner, TB Collective spiritual growth, focus, way, numerous people, archangel Michael, outer structure, requires leadership, sisters, submitted, spiritual, spirituality, planning retreat TB, years, reference point, MG NA, moment, spiritually, world MG, organization, conventional, indeed, responsive, prepared, relationship, presence, contact, main, rank order, Arch, times, implementation, intentions, particular parts, activities, Man, However, ushering, call, specifically, Institute Please consider, board member, mission ordained, established, union, Jim Gordon, tank, spiritual mission, things, Memorial Trust, First John, path, resources, respect thereto, Institute Trustees, Fetzer Spirit, firmly, every aspect, Scientific inquiry, legacy, Freedom, groundbreakers, priorities, time period, first question, image, Institute, seeds, ability, year, simply, substantial portion, development, personality, respond, actual priorities, process BF John, kind, sorts, conjunction, esoteric visions, impression, pragmatist, personal esoteric, brothers, Insight Seminars, underlying living component, presently represented, one, envision, foremost function, ideas, esoteric vision, Jesus, present, Fetzer felt, formula, role, vision, fulfill, incorporate, person, directives BF, journey, hopes, principles, cancer, responsibility, function, God, work, first twenty years, courage, meditation shabt yoga, faith, Trustees, soul, multifaceted personality, harmony, concern, automatically, spiritual guidance, Fetzer, concerns, Creator, archives, following process, book, many facets, overall spiritual, relatively, committee, write, long time, need, realization, residence, spiritual search, critical, atmosphere, responses, lie, top, spiritually inner growth, source, spurring conflict, grantmaking foundation operating, areas, necessary, human issues, guidance, drove, choice, mystical pathways, constant integration, legacy Jan page, follow, mankind, source God, Numerous activities, opportunities, hope, closeknit, merging, secretive, fellow man, Fetzer one, unearth, E Fetzer Spirit, programs, establish, Staff, another, uplift mankind, belief, John, taught, seek, scholars, emanate, sought ways, reinforce, funding programs, Spirit, whether show less
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(23) Memorial Trust Joint Planning Memo April 02, 2015

... level, lower combined payout, lower combined average excise tax, potential for flexibility in grant making, potential read more...

Author: Lou Leeburg
Keywords: investment team, Institute, Fetzer Franklin Fund, science, new ongoing work, Memorial, collaboration, contextualize science, existing, goodwill show more... , beyond, provide information, opportunity, outperformance, point, Institute elect, Nobel Prize physicists, Bruce, emerging cultural narrative, integrates, activity, large manifest, lean, inquiry, synthesis paper, relational reality, vacation time, investment team currently consists, Jan, either continue, science component, beginning, common work, preliminary, subsequent collaboration between Jan, hard, perpetuity ability, foundational questions, new work, process, Tina, governance, strategic partnerships, Fetzer Franklin, questions, format, vision, advance understandings, balances, team consistently outperforms, endowment median returns, Trust endowment, Cambridge specifically Kevin, pros, addition, Rob Lehman Chair Fetzer Institute, expanding, world class reputation contacts, spirit, Fund, April, solid, term, become sustainable, legacy checks, Leeburg Category Trust Histories, May, investment, portfolios, minds, Bob, memorandum, grateful, successful science initiatives, concerns, preliminary draft, order, short, actively designing projects, portfolio, best practices, steps, Trust portfolio, consolidated, guiding purpose, ability, necessary, successes, exploring possible applications, Trust, resources, April Author, new spiritual story, include show less
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FFF Publications April 23, 2020

... classics republished since the early twentieth century excise relevant chapters and zhuyou manuscripts, until recently, read more...

Author: Jan Walleckec
Category: Trustee Memos

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