(21) Carlson Memo to Memorial Trustees
March 17, 2015
... combined payout requirement. B. Investment strategies and returns – The Trust operates on a different basis from the 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
(20) Memorial Trust Discussion Framework Inpu...
March 08, 2015
... option to spend at lower rates isn’t needed based on past returns. Outperforming investment return assumptions shouldn’t be ... Exchanging the best ideas allowed both endowments to earn returns well in excess of its peers for substantial periods of time 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
... The team consistently out-performs the endowment median returns over the short and long term. Continued out-performance 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
... Their Second Wind The Aftermath Abraham Winger (A22264) Returns Home A Fast Deal Grand Lake Abraham (A22264) Loses his Wife ... Harriett Cecelia Evans (A2226921) Harriett Ribble, Hobbyist Returns to Lafayette Thomas Family Della Frances (A222692) Marries read more...
Author: John E. Fetzer
Keywords:
john, family, winger, county, married, peter, near, ohio, henry, joseph
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christian, anna, pennsylvania, hans, abraham, later, church, barr, land, farm, jacob, david, june, july, great, generation, old, township, new, cemetery, mother, including, time, children, american, mary, charles, said, large, house, samuel, life, north, august, known, indiana, born, son, went
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Category:
Books about John
One Man's Family
1964
... Catherine (Katie) Fetzer Shively (1876–1951) Katie Fetzer Returns to Indiana As for Barbara Catherine (Katie) Fetzer 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
Bruce Fetzer Interview 5/5/2011
May 05, 2011
... that didn’t pan out on May 12, and I went back to prior tax returns and was able to verify a purchase on a trade I made. That read more...
Author: Bruce Fetzer
Category:
Oral Histories
John E. Fetzer's Spiritual Journey Timeline
July 18, 2019
... . includes several "Beaversons" TB18 2-27-67 RF Diary: John returns ... black stools ... several pints of blood. 3-5-67 ... 3 ... inquiry among my friends ..." TB18 2-27-67 RF Diary: John returns ... black stools ... several pints of blood. 3-5-67 ... 3 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
Jim Gordon Channeling 8/17/1985
August 17, 1985
... action and it is only through loving action that one returns into the awareness of Him. You must take to the third eye read more...
Author: Jim Gordon
Keywords:
divine, emotional, meditation, consciousness, God, radiant, soul, daily, Jim, joy
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wisdom, Trust, heart, Cato, upliftment, eye, mental, Jim Gordon, brother, Fetzer, Greetings, Foundation, John, light, blessing, eternal life, energy, action, Beloved, bondage, regions, dimension, lawyer, rejoicing, eternal, peace, activities, Christ, Memorial, physical, healing
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Category:
Channelings
Jim Gordon Channeling 11/13/1988
November 13, 1988
... then, by which all of creation does manifest from and returns back into. And that Trinity lies within our own beingness, read more...
Author: Jim Gordon
Keywords:
Christ, loving, grace, manifest, Trinity, spirit, divine, forth, unfolding, essence
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Jim, heart, God, commitment, Trust, awakening, fulfillment, Holy, forgiveness, covenant, soul, blessing, wisdom, Joseph, John, meditation, Fetzer, energy, consciousness, Father, Arimathea, Joseph of Arimathea, light, Beloved, parables, Holy Spirit, dedicated, Jim Gordon, Baca Grande, truth, uplifting, stirring, seven years, resurrected, heaven, Memorial, witnessed, tabernacle, words of love
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Category:
Channelings
Memorial Trust History (1991-2020)
April 28, 2020
... Trust, through its personnel and structure generated excess returns to the benefit of the Fetzer Institute. The Trust started 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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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, Law, major fiveyear commitment, Jan Walleczek Bruce Fetzer, statement later quoted, long, Heart Math center, memo, last minute, JEF, year program, dialogues, Noetic Science IONS, little, shortly, 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microscope systems, absolute, papers appeared, legacy work, interest, Seasons Retreat Center, Eckankar, Finance, science publications, amount, path photons, significant, blood, spiritual, cooperation, Sections, March whereupon, October Tom Inui, report, June, legacy outreach plan, Wilson later, American Metaphysical, four research collaborators, source documents, quotes, invitational workshop, physicists, environment, Legacy, new, Trust board, Potential, Institute President John, Trustee wrote, remarkable team, trust, introduction, Jan, identity, ten years, human consciousness, million excess return, timespecific focal point, Bruce Fetzer Mike, program conceptual framework, Fetzer biography, Cultural History, confusion, much, Note, writings, Fetzersponsored science, collections, astonishing multiple, interim presidency David Slueter, biographical essay, Pamphlet, inner probing exploration reflection, new Trustees, Tuesday, author, legacy project, unique tension, part, perpetuity 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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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Jeremy Waletzky, Rob Lehman James Gordon President, uninterrupted, Age, Imagine, Ideas, Trier Complementarity, Hossenfelder Franfurt, fact, excellent job, Beaver eventually, interactions, IONS board, process, Michigan Center, Fetzer Institute Board John, Fetzer Memorial Trust, process culminated, practice sessions, presented, Fetzer Trustees, component Convene, Original v Reformed Trust copy incl purpose, Michigan, regard, six legacy partner organizations, Preamble, upon, closing, beyond, Beech, Fetzer Memorial, Trust Robert Lehman JD, Univers, David Lynch Foundation USA instructor, Fund namely, Tom Inui Era, Strat, display, Trustee Interview Projects, possibility, assistance, Dr Vitaly Vodyanoy, Larry Sullivan, Fetzer Create video, joint board retreat, Stillheart Retreat Center near Santa, digital, Committee, million dollars, less attention focused, established, responsible, million excess return Skillful endowment, brand new, John Fetzer thirdyear Trustees Janis, Trust portfolio, 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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
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