(04) Memorial Trust: Settled Agreement Option
October 03, 2008
... Varley FROM: Rob Lehman DATE: October 3, 2008 (Draft) RE: Memorial Trust: Settled Agreement Option I. Introduction In ... this memo, I present a vision of a “new edition” of the Fetzer Memorial Trust. It is an emerging vision presented for dialogue. read more...
Author: Rob Lehman
Keywords:
vote, brief, memo dated, joint agreement, Freedom, vehicle, part, formation, contemporaneously, Beech Bruce Carlson
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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
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Category:
Trust Histories
Bruce Fetzer Interview 5/29/2012 Channelings4
May 29, 2012
... Interview Date: May 29, 2012, 10:00 AM to Noon Place: Memorial Trust Offices, Schoolcraft, Michigan Interviewee: Bruce ... Jim said that was inspired by © 2018 The John E. Fetzer Memorial Trust, Inc. 1 Archangel Michael, which is why when read more...
Author: Bruce Fetzer
Keywords:
bruce, jim, larry, tom, spiritual, actually, group, important, channeling, right
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people, fetzer, foundation, like, light, new, board, says, purpose, pretty, different, institute, time, things, later, specific, went, yes, specifically, lincoln, thing, kept, organization, building, set, good, inner, science, question, talking, okay, archangel, money, memo, michael, meditation, said, worked, better
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Category:
Oral Histories
John E. Fetzer's Spiritual Journey Timeline
July 18, 2019
... July 18, 2019 Author: Tom Beaver Category: Beaver Memos Introduction In 2011 I (Memorial Trustee Tom Beaver) was ... so that project was halted). Thomas Beaver, John E. Fetzer Memorial Trustee 1991-2020. July 18, 2019 TOPIC KEY (color 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
Bruce Fetzer Interview 2/11/2011
February 11, 2011
... Illinois, and I stopped going to © 2018 The John E. Fetzer Memorial Trust, Inc. 1 church at that point. The first two ... well indoctrinated into this, © 2018 The John E. Fetzer Memorial Trust, Inc. 2 and started trying to “save my family read more...
Author: Bruce Fetzer
Keywords:
larry, john, tom, priscilla, jim, actually, started, right, people, group
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time, thing, yes, light, spiritual, came, like, cleora, chuck, called, different, mike, good, long, probably, channeling, story, fetzer, inner, pretty, market, certain, got, coming, maybe, think, way, church, gordon, program, sense, brotherhood, health, meditation, age, personal, meeting, energy, things
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Category:
Oral Histories
(21) Carlson Memo to Memorial Trustees
March 17, 2015
... 17, 2015 Author: Bruce Carlson Category: Trust Histories MEMO Four comments … they all envision a time when we’re all ... I was here to do … TO: Trustees of Fetzer Institute and Memorial Trust FROM: Bruce Carlson RE: Tuesday, March 17 read more...
Author: Bruce Carlson
Keywords:
view, shell, new, framework, relative importance, financial advantage, forward, science program, Tuesday discussion, rates efficiencies
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Institute, term, time, place, grants, Fetzer, drift Question, spiritual identity protection, relation, criteria, March Author Bruce Carlson Category Trust Histories MEMO Four comments, founder, discover, drift, materials, question, goal, John, Fetzer Inc, university research, frontier science, respect, strategy, philosophy Depts, Documentation, attention, mechanism, longterm maintenance, envision, role, known, program dollar costs, less, charge, vision, information, social, experience, scene, programs integrated, clear, best, memo, credible partner, business, Memorial Trust Board, FetzerFranklin program, endowment, future, predict, March, March Discussion Framework memo, JEFI, potential, department, Fetzer science, legacy, joint, paragraph below, much science, way, JEFT, Bob, individuals, personal interactions, Mandatory, relevant, rear view mirror leads, Structural, activity past, Administrative efficiencies, Termination, Task Force, Trust pros, Science Regardless, Spiritual identity, significant advantages, year life, activities, endowment transferred, legal ramifications, comments, Formation, March Memorial Trust response, science, kind, conditions, Trust, Financial, grantmaking Potential advantage, Future membership, decisions, active focus, Investment strategies, need, Future uncertainties, akin, opportunities, grapple, become clear, spiritual identity, returns, present new, original Trust, critical, different basis, outlook vis, Legacy, intent, sort, Secondly Legacy, once, decision, discern, focus, purpose, focused, Bruce F, feel, discussion, History, weak, several
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Category:
Trust Histories
LGL memo on JEF April 2020
April 15, 2020
... Category: Title: Louis Leeburg April 15, 2020 Trustee memos John E. Fetzer: Notes regarding dealings I had with John E ... in in 1973 and I was also asked to help when he liquidated some $9 million of his personal assets to donate to Inner read more...
Author: Louis Leeburg
Keywords:
sale, various assets, majority holder, radio company immediately, story, consultant, Trustees, manner, TV industry, junk bond
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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
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Category:
Trustee Memos
(20) Memorial Trust Discussion Framework Inpu...
March 08, 2015
... requested, we are responding to your discussion framework dated March 3. We agree that this is an important time for both ... We offer the following questions, which came from Memorial Trustees when we drafted our task force information 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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Category:
Trust Histories
(23) Memorial Trust Joint Planning Memo
April 02, 2015
... Lehman, Chair Fetzer Institute Lou Leeburg, Chair Fetzer Memorial Trust March 25 letter April 2, 2015 We received your ... for appropriate fit. The portfolios could then be consolidated on 12/31/2020. The investment team currently consists of read more...
Author: Lou Leeburg
Keywords:
investment team, Institute, Fetzer Franklin Fund, science, new ongoing work, Memorial, collaboration, contextualize science, existing, goodwill
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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
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Category:
Trust Histories
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