(13) Memorial Trust Cost Comparison
January 14, 2008
... 2 – outlines our best estimate of administrative and investment costs assuming that the Trust assets would be folded ... into the Institute and incorporated into the Institute’s investment strategy. Scenario 3 – uses the same administrative read more...
Author: Tina Adams, Tom Beech
Keywords:
current Fetzer Franklin, January, administrative, continuation, investment, direct result, best estimate, involvement, additional costs, Tina Adams Tom Beech
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future, Scenarios, Bruce Fetzer, functions, best, advisable, fiscal budget Scenario, Line, provide, Institute, investment performance, increase, shown, incremental cost, charts, Bruce Fetzer three, anticipated direct costs, various legacy, discussions, Bruce Carlson, costs shown, purpose, toward, determine
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Category:
Trust Histories
One Man's Family
1964
... At the time of his death he was president of the General Investment Company, Maumee Investment Company and the Seagate Investment Corporation of Illinois, the Seagate Investment Company of ... or picture of action and his subconscious leaps to the performance because it has been directed to do so through the principle read more...
Author: John E. Fetzer
Keywords:
born, married, ohio, family, john, near, county, jacob, mary, new
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generation, michigan, children, indiana, wetzler, september, man, life, concerning, church, good, frederick, charles, mrs, ann, time, july, years, old, december, february, having, land, high, denkendorf, january, mother, great, families, died, state, george, william, march, november, including, cemetery, august, weber
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Category:
Books about John
John E. Fetzer's Spiritual Journey Timeline
July 18, 2019
... muzak ... good potential on the big FM operation ... heavy investment in receiving set equipment ... that of course would be no ... or picture of action and his subconscious leaps to the performance because it has been directed to do so through the principle read more...
Author: Tom Beaver
Keywords:
question, fetzer, jim, jef, rhea, like, spiritual, people, research, new
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right, foundation, things, life, actually, time, yeah, group, bruce, swierenga, interview, hattie, little, sister, energy, mike, diary, great, different, said, went, got, kaye, tom, thing, came, good, letter, called, healing, big, man, know, institute, meeting, psychic, note, larry, probably
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Category:
Beaver Memos
Notes on Later Chapters of One Man's Family
June 12, 2011
... or picture of action and his subconscious leaps to the performance because it has been directed to do so through the principle ... authors as Bristol (Claude M. Bristol, 1891-1951, U.S. investment banker, self-help author), Peale, Spaulding. MacDonald read more...
Author: Tom Beaver
Keywords:
use, subconscious, mind, electronic, mental, beaver, self, power, perception, swann
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years, karagulla, chesterfield, cosmic, june, author, philosophy, life, set, social, spontaneously, remote, start, station, university, person, modulation, order, metaphysical, past, chaney, chap, hills, hidden, gordon, considerable, charles, fetzer, psychic, research, tom, bayne, indiana, storage, citizen, covers, form, problem, powerful
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Category:
Beaver Memos
Bruce Fetzer Interview 7/24/2012 Channelings6
July 24, 2012
... Bruce Yes , John was also told that it would be a great investment. By investing $10 million he would make $30 million in fiv ... years, he and Lou, trying t o help ILM with its financial investments , and in the end didn’t all go that well. Jim didn’t want read more...
Author: Bruce Fetzer
Keywords:
Larry, Tom, Fetzer, Trust, Jim, spiritual, channelings, ILM, Jefferson, IIL
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founding fathers, spirit, John, fathers, freedom, book, nephew, Tucson, Egypt, Interviewer, Memorial, John Fetzer, Institute, Shambhala, conviction, wonder, family, political, ranch, Lloyd, America, Cato, Thomas Jefferson, John read, New Age, Fetzer Institute, symbol, psychic, publisher, impulse
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Category:
Oral Histories
Memorial Trust History (1991-2020)
April 28, 2020
... Lou was also Institute VP of Finance. The Memorial Trust’s investment portfolio was $32.7 million in 1991. The assets ... originally included John Fetzer’s Tucson Ranch and investment real estate property partnerships in Florida, Toronto and 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
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John Fetzers Original Donor intent, relationship faded plus, president science, esoteric mystical, essentially, Trustee, follows, Fetzers, nothing, depths, intentionally destroyed, halfday experience, Quest, Ashville, infancy, Wisconsin, real estate property partnerships, Mandel FetzerFranklin science advisor, Rev Cynthia Bourgeault, renew Tom, Fetzer baseball, subsequently contracted, essay, brand new Fetzer Institute Administration, MEMORANDUM, late Jim, Science, four members, American history, expert, became, external decentralized communities, five Trustees, Science Spirituality Individual, raised questions, shown, report presentation, following areas Relational Reality, organizations, took place, Fetzer integrated vision, College, fosters greater experience, decadeslong science effort, NIMH, intent, 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, 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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
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Category:
Trust Histories
(05) Board Governance Draft
November 24, 2003
... agencies and posting on the internet. Additionally, all investment operations are independently evaluated by third parties and ... 2003, have $63 million remaining. • Achieved an excess investment return of over $7 million in excess of the Trust’s 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
Whitson Oral History (5 of 8) March 15, 2011
March 15, 2011
... was clear from the beginning that this was going to be an investment of time that would be extremely important. John actually ... a lot of young people there. They had a booth and they did performances to get the young people interested in joining the read more...
Author: Judy Skutch Witson
Keywords:
Bruce, Glenn, Fetzer, Trust, Tom, Board, John, Fetzer Institute, dream, Memorial
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Course, Course in Miracles, Miracles, healing, Interviewer, Archangel Michael, love, Board meeting, Institute, Jim, myriad, partnership, oral history, Orest, State University, relationship, Brendan, God, guidance, Skutch, Priscilla, Foundation, Jerry, Board members, Spirit, Eva, Janis, World War, tremendous
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Category:
Oral Histories
(15) Draft of Collaboration Agreement
July 10, 2009
... The boards of trustees of each institution recognize that investment conditions change, which change may require modification ... The Memorial Trust shall retain its authority to implement investment decisions. 9 6. The Memorial Trust agrees that its read more...
Keywords:
jointly, interact, student, Fetzer Franklin fund, majority, concurrently hold, agree, Vice President, coordination, spiritual foundations
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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
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Trust Histories
(20) Memorial Trust Discussion Framework Inpu...
March 08, 2015
... rates isn’t needed based on past returns. Outperforming investment return assumptions shouldn’t be used for long term planning ... term goal of growing the real corpus because of superior performance. Assuming the median endowment return over the same 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
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