(21) Carlson Memo to Memorial Trustees
March 17, 2015
... D. Administrative efficiencies – Per program dollar, costs of doing business at the Trust are less than those at the ... of the endowment in relation to current social needs, costs and opportunities. 4. Legacy – There is a need to 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
... important in order to consider the intangible benefits and costs. Terminating the Trust at the end of 2020 is irreversible. ... to call it “direct charitable services”. Administrative costs at the Trust are quite low among non-profits. Most of the 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
LGL memo on JEF April 2020
April 15, 2020
... and was maintained as a consultant where Tom paid for the costs of Mr. Fetzer’s winter residence near Tucson, AZ. I met Tom ... the Tucson winter home was now an asset of the estate any costs were now borne by the Revocable Trust and the property was 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
(13) Memorial Trust Cost Comparison
January 14, 2008
... provide a “comparison of the true financial and personnel costs of running the Memorial Trust independently and what they ... We are providing three scenarios. Scenario 1 - outlines the costs of running the Trust independently. The costs shown are 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
Notes regarding dealings I had with John E. F...
April 15, 2020
... and was maintained as a consultant where Tom paid for the costs of Mr. Fetzer’s winter residence near Tucson, AZ. I met Tom ... the Tucson winter home was now an asset of the estate any costs were now borne by the Revocable Trust and the property was read more...
Author: Lou 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, 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
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Category:
Trustee Memos
... assess him a “pile of gold.” He was fined for all the court costs and legal expenses but, of course, there is no record that 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
Bruce Fetzer Interview 5/5/2011
May 05, 2011
... the 80’s he made three predictions. He said that healthcare costs would evolve into a crisis scenario in the United States, read more...
Author: Bruce Fetzer
Category:
Oral Histories
Memorial Trust History (1991-2020)
April 28, 2020
... of the endowment in relation to current social needs, costs and opportunities. -- Legacy – There is a need to ... flexibility in grant making, potential to lower overhead costs. June 15, 2015: The Institute Board Formally Signals the 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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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, University, tool, frontiers, Mike, Common, selections, Trust endowment, role, December, staff, Fetzer Community, indepth review, John, Kalamazoo County Drug Treatment, scientific context, 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advance breakthroughs towards, retrospect, Barbara author, transformation, Scientific, Maharishi, joint Institute Trustee Memorial, organization, sustainable, Dean Link, Barbara, John Peterson, million, legacy institutions, permanent trustees, sole, accomplishments, missing component, association, donor intent p extension, addition, world Financial, Appendix Highlights, Eastern, didnt, full presentation, program, Night Group, first twenty years, preserve, period, twoday experiential workshop, laboratory science, owed, ILM Trust Trustees, Memorial Trust History Page, conjunction, mini, extension, several Trust, selection, Institute President, Mandel Fetzer Franklin, infact extended comments, Engagement, Data, longtime interest, expiration, executive team around principles, Activities Projects Two major areas, Adventism, built, Bruce Fetzer, ILM, particular, Fetzer Stories, RL memo, revocable trust, Kit, call, resolution, larger, research, fund balance, multiday, Frances, topics, subsequently, Specific goals, Edgar Cayce Foundation, participants themselves, purpose, Larry Sullivan Era, numerous key texts, internal, Prof, Another effort, account, repeat, draft, meditators, body travel, Winston Franklin, Outreach, term began, operation, Mostall, Scientific programs, notions, Robert Rosenthal MD, incorporate tax, value, content, original million, Grand Rapids MI Masonic Museum film, argument, legacy checks, pleomorphism idea, phrase silent carriers, journey, Global Gathering event February, Multi Lab Study, relaunch, collection, Raymond, spirituality, legacy partner, overhead Postscript, spiritual development, memory, situation, pneumonia, broad reason, John quickly struck, religious stream, iRest Yoga Nidra meditation, bringing, possible, hard, Appendix Legacy Committee, three projects, century, President, AIC, outer, interviews, end, complete ILM, hypothesis, Charitable, ambassadors, Olds, possible John Fetzer biography, full RL memo Appendix, open, Fetzer Inner Light Ministries, Strategic, investment, universe, law firm, Chris Bamford Editor, IONS, hand, measure heart rate coherence, became irrevocable, portal frame, Philanthropy, importance, several levels, potential, Appendix, prioritize, strongly, FetzerFranklin program, another CD, Vaughan, develop projects, transformation plus, Purpose Statement, January Jim, became Anthroposophy somewhat limited, Trustee deems appropriate, twoday experiential Centering Prayer workshop, Death, case, intersection, Multiple partners became resources, types, inquire, emergent view, time period Another joint TrustInstitute effort, Buddhist Priest, several miniworkshops, David, feel, numerous programs, struggle, degree, Walach, oral histories commissioned essays trustee, History Overview, wholeness, Bruce spoke, Trust interviewed, Numbers, Tom, May, Bohm, brilliant idea, Consciousness Studies work, relationship, Brewer Extension Meditation Neurofeedback, scientific subjects, onward, existence, FetzerFranklin, 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, 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 Fund focuses, November Board, Mayo Clinic, NIS Labs Pleomorphic Microbes, connect, spiritual vision, dipping, reconsider fundamental questions, four, Institute employee, unique personal, 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, breadth, four finalists, envisioning freedom, Force Information, employees, Key documents, original John, programs, teambuilding, attendance, overlapping membership, March, Trust, peer reviewed publications, Harald Walach, audit, whose beneficiary, Partnership Addendum, consolidated, attention, facilitate better, facilitator, Mission, Rob, philosophicallydriven organization, Boisture, presentations, MT discussion framework input, relationships first, brain processes, endowment, proposed, serious issues, appreciate, seven board members, inner life, jousting, projects outside, Esoteric Purpose workshop, duties, known John, discernment, Fetzer, Fetzer Memorial Trust History Page, third symposium, Statements, Constituent Cell Consciousness, concern, Pros, sections, residual, One large entrepreneur, 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
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Category:
Trust Histories
Vincent Mariani 6/19/2011
June 19, 2011
... to put the sculpture in place. They read the report, the costs. I looked at John and he was just sort of just smiling, read more...
Author: Vincent Mariani
Keywords:
Larry, Jim Gordon, Fetzer, Trust, John Fetzer, crystal, Jim, divine, spiritual, Vincent
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dream, instrument, sculpture, John, Memorial, Atlantis, hologram, Earth, Gordon, vision, love, master, silver, pyramid of Giza, Orion, Fetzer Institute, dimension, pyramid, emerald, Institute, Bruce, celestial, wonderful, Archangel, artist, United States, honor, steel, beautiful, terrestrial, Jesus
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Category:
Oral Histories
Spiritualism, Spiritualist Camps, Camp Cheste...
April 25, 2016
... in Cleveland, Friday decided to pay her fine and court costs and get out of the state [of Ohio]. Henry A. Gillis, ... Friday. Gillis appeared Friday and paid the fine and court costs. Mrs. Riffle, secretary of the Indiana State Spiritualists read more...
Author: Todd Leonard
Keywords:
spirit, spiritualism, john, spiritualist, chesterfield, mediums, rev, people, april, medium
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new, spiritual, religious, spiritualists, church, indiana, religion, swann, began, photo, modern, history, years, illustration, mediumship, christian, press, association, mrs, physical, small, meetings, today, fox, riffle, seances, called, american, time, meeting, good, like, large, leonard, year, service, man, light, public
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Category:
Commissioned Essays
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