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(15) Draft of Collaboration Agreement July 10, 2009

... establishing a joint compensation committee, comprised of independent trustees from the Memorial Trust, the Institute and ... majority of its board of trustees meet the definition of “independent trustees,” which definition shall meet the Internal Revenue read more...

Author: Fetzer Institute and Fetzer Memorial Trust
Keywords: jointly, interact, student, Fetzer Franklin fund, majority, concurrently hold, agree, Vice President, coordination, spiritual foundations show more... , BOARD, ratification, allowance, personal spiritual, risk tolerance, budget, Finance, operation, grant, day, Spirit, vision, Memorial Trust therefore agrees, Memorial Trust shall select individuals, Memorial, longstanding spiritual practice, process, investment personnel, asset allocation, implementing practices, Constitution, Institute, spirit, extent possible, planning meetings, Agreement, provides flexibility, TRUSTEES, Discussion, FUND Memorial Trust, example, selection, resolution, administered solely, addition, Memorial Trust, Fetzer Institute, processes, scope, joint, independent investment consultant, public, unconditional, JOHN, intent, purpose, subsequent, foundations, TRUSTEE, Trust, exploratory, files, Fetzer Franklin grant fund awards, John, skill, Author, Memorial Trust shall, between Institute board meetings, Institute investment committee, concepts, Institute RECITALS, Trustees, trustees, Grants, necessary action, essential, access, Carlson, Histories COLLABORATION AGREEMENT BETWEEN, Bruce F, Lynne Twist BHLIB, Fetzer Institute Inc, Institute personnel shall, collaboration, exploration, FETZER MEMORIAL, Brown Bruce, Fetzer, FETZER MEMORIAL TRUST FUND BOARD, demonstrated, Memorial Trust Category, committee, board, FETZER, careful, Leesburg Frances, Fetzer Franklin, treat trustee selection, INSTITUTE INC, trustee selection, grants show less
Category: Trust Histories
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John E. Fetzer and the Phenomenon of Channeli... January 09, 2018

... unconscious” extends beyond the brain and exists independently of the material world. They further claim that the ... therefore, Gordon was put on the Foundation’s payroll as a consultant in 1982, and the following year, a new division was created read more...

Author: Brian C. Wilson
Keywords: gordon, spiritual, channeling, new, john, jim, foundation, masters, theosophical, psychic show more... , physical, board, human, press, long, channeled, great, july, age, history, communication, jgc, group, channelers, june, university, god, egyptian, atlantis, master, inner, october, personal, american, beings, spiritualism, january, spirit, medium, channelings, spiritualist, world, meeting, called, whitson, medical, soul, ancient, york show less
Category: Commissioned Essays
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LGL memo on JEF April 2020 April 15, 2020

... Jerry Luptak and Mike Mehr his lawyers, Jay Fishman, his investment advisor, and others. My task was to review the closing ... who not only managed the bulk of Mr. Fetzer’s personal investments but also was the sole investment manager for the Jefferson read more...

Author: Louis Leeburg
Keywords: sale, various assets, majority holder, radio company immediately, story, consultant, Trustees, manner, TV industry, junk bond show more... , shares, Foundation, addition Rob, Institute, part, addition Mr Fetzer, left, oversight, many business decisions, bulk, end, TV stations, aware, personal agreements, lot, several individuals, Tucson winter home, stress, personal guarantee, matter, sole possession, real estate projects, Chairman, way, entity, debt agreements, items, Storer Communications, discovering, attorneys, cash, Drexel Burnham Lambert, deal, Fetzer assets, broadcast, Hawaii, estate, sole investment manager, briefcase, time, borne, receivable, Jay Fishman, tour, asset, offshore account, Michael Milken, sold, Tom, Network, order, fears, lawyers Jay, Institute consider, bankruptcy along, situation, biography, negotiations, John, properties, close relationship, signatory, Fetzer Television Stations, constant funding, Detroit, Institute received, Carl Lee, television stations, result, consume humans, Gillett, signatories, Fetzer nor anyone, virus, addition, prior, facts, two staff, Category Title Louis Leeburg, Jay, many, known, consulting agreement, offer, Ministries, established many years, two houses, claim, day, new entity Busse, last deal, familiar, Busse, Jefferson Trust Jay, visit, sense, John Fetzer, Jefferson, Gillett Jr, work Mr, major, current pandemic, Jefferson Trust, event, partners, founder, Bruce Fetzer, broadcasting companies, acquisition, attorneys review, Detroit Baseball Club, Later, personal investments, file, Jerry, Bahamas, costs, Fetzer, confronted Carl, discussions, funds, financial impact, Revocable, establishing, Beztak, company, Kalamazoo, closing documents, Rob Lehman, dealings, funding, convinced Mr, nearly, details, restructured, million, Board, premium cable, once, forward, Freres, two years later, forever, LGL memo, Luptak, globe, personal bankruptcy, Beaver, Beznos, task, able, righthand man, interest, drafts, sketchy, long foreclosure, ProAm, subsequently, JEF pg, majority shareholder, maintained show less
Category: Trustee Memos
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On a Handshake 1997

... than Detroit? Detroit was not New York with its panoply of investment and advertising and publishing firms. It wasn’t Boston with ... that the Tiger baseball stock was not considered a sound investment to reside in a trust where minor heirs were involved. The read more...

Author: Dan Ewald
Category: Books about John
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Notes regarding dealings I had with John E. F... April 15, 2020

... Jerry Luptak and Mike Mehr his lawyers, Jay Fishman, his investment advisor, and others. My task was to review the closing ... who not only managed the bulk of Mr. Fetzer’s personal investments but also was the sole investment manager for the read more...

Author: Lou Leeburg
Keywords: sale, various assets, majority holder, radio company immediately, story, consultant, Trustees, manner, TV industry, junk bond show more... , shares, Foundation, addition Rob, Institute, part, company, addition Mr Fetzer, left, oversight, many business decisions, bulk, end, TV stations, aware, personal agreements, lot, several individuals, Tucson winter home, stress, personal guarantee, matter, sole possession, real estate projects, Chairman, way, entity, items, Storer Communications, discovering, attorneys, cash, Drexel Burnham Lambert, Fetzer assets, broadcast, estate, sole investment manager, briefcase, time, borne, receivable, Jay Fishman, tour, asset, offshore account, Michael Milken, globe, sold, Tom, Network, fears, lawyers Jay, Institute consider, bankruptcy along, situation, biography, negotiations, John, properties, close relationship, signatory, Fetzer Television Stations, constant funding, Detroit, Institute received, Carl Lee, television stations, result, consume humans, Gillett, signatories, Fetzer nor anyone, deal, virus, addition, prior, facts, two staff, Jay, many, known, consulting agreement, current pandemic, offer, established many years, claim, day, new entity Busse, last deal, familiar, Busse, Jefferson Trust Jay, visit, John Fetzer, Jefferson, sense, Gillett Jr, work Mr, major, Author Louis Leeburg Title John, Jefferson Trust, event, partners, founder, Bruce Fetzer, broadcasting companies, acquisition, attorneys review, Detroit Baseball Club, Later, personal investments, debt agreements, file, Jerry, Bahamas, costs, Fetzer, confronted Carl, discussions, funds, financial impact, establishing, Revocable, Beztak, Kalamazoo, restructured, closing documents, Rob Lehman, dealings, funding, convinced Mr, nearly, details, million, Board, premium cable, once, Freres, two years later, forever, Luptak, Louis Leeburg Category Trustee, personal bankruptcy, Beaver, Beznos, task, able, righthand man, interest, talk, drafts, sketchy, long foreclosure, ProAm, subsequently, majority shareholder, maintained show less
Category: Trustee Memos

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