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(04) Memorial Trust: Settled Agreement Option October 03, 2008

... DATE: October 3, 2008 (Draft) RE: Memorial Trust: Settled Agreement Option I. Introduction In this memo, I present a vision of ... a fixed number of years that can be renewed by joint agreement of both boards; e.g., the term of the Trust be extended for read more...

Author: Rob Lehman
Keywords: vote, brief, memo dated, joint agreement, Freedom, vehicle, part, formation, contemporaneously, Beech Bruce Carlson show more... , 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 show less
Category: Trust Histories
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Memorial Trust History (1991-2020) April 28, 2020

... Original Donor intent for the Trust In his Revocable Trust Agreement, John Fetzer had reformed the governance of the Memorial ... membership was laid out by John in the 1990 Revocable Trust Agreement (and referred to as “the Trustee”), as follows: ----- 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 show more... , 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, 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BA accounting, history Bruce Fetzer, November John, program separate, Institute science team December, science including scientific methodologies, business, Inner Peace publisher, facilitated, good effort, internationally focused Global Gathering, second board, channeled messages, science team, joint InstituteTrust Legacy Committee, scientific methodologies, distribution, One, NDE, Monroe research, American, provisions, question, February Tom Beaver, awareness, Mission Statement, physicist philosopher, implications, archives, Rob Lehman, Shamatha, common understanding, Identity, statement, Florida apartments, collective audience, Stillheart, excellent, respective Trust documents, future generations, Integrative Restoration January, materials, Discusson, Purpose Preservation, point, payout, time John, Larry Sullivan era, voluntary teacher, millions, Institute President Rob, ongoing operation, best, connection between, basic knowledge, comprised, facilities, birth, Norm Shealy, Johnson 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fellow Memorial Trustees, February, first two, hundred attendees, Foundation Institute, Jimyo, Questions, twoday workshop, scientific knowledge, host copies, meetings Jim Gordon, restore 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, 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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 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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 show less
Category: Trust Histories
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LGL memo on JEF April 2020 April 15, 2020

... accounted for. In addition, Mr. Fetzer had some personal agreements with several individuals that he wanted cleared up rather ... LGL memo on JEF pg. 2 Revocable Trust entered into debt agreements to loan funds to Beztak (the company owned by Beznos and 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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Memorial Trust History April 28, 2020

... Original Donor intent for the Trust In his Revocable Trust Agreement, John Fetzer had reformed the governance of the Memorial ... membership was laid out by John in the 1990 Revocable Trust Agreement (and referred to as “the Trustee”), as follows: ----- read more...

Author: Tom Beaver, Bruce Fetzer
Keywords: discussion, similar group, line, program portfolio, great spiritual insights, memorial service, photos, relationship between individual spiritual, video, major events show more... , spirit, huge success story, measures, postmodernism, concept, spiritual symbolical, Dean, term, group, death including, March board, things, Freedom, course, Feb, Revocable Trust, spiritual identity debate, State Courts, also stated, joint resolution, core kind, first half, Planning, three years, spent, bout, long memo, app, stated, project, follows Future membership, Redwood, priority, March response, minutes, Trustees, highest value, integration, addition video recordings, lot, conditions, memo Tom, survey, phrase silent carriers, Seasons, similar concern regarding, later life, Fund, Selections, first time, Sixth Michigan Circuit, participants, mystical roots, Residence, days, purchased, lifelong, death, board, Memorial Trust, core legacy, scientists, Mike Gergely, sudden appearance, transformational effects, drumming, social movements, system, power, Law, major fiveyear commitment, statement later quoted, Jan Walleczek Bruce Fetzer, long, memo, Heart Math center, last minute, dialogues, area, Noetic Science IONS, little, shortly, Director, Memorial Trustee, Michigan Supreme, third outside, Memorial Trust board meetings, life, Hal, number, superior investment, whom, Institute actually, Redwood City Calif, unique role, Canadian building, others, external successes, much detail, five Trustees, copies, documents, Lehman era, Bob Boisture counsel, November Institute Board, bankruptcy, Law Center, permission, people, Legal Counsel, finance, many words, protocols, Institute Board Bruce Carlson, current benefits, David, Beach Era, attorney, major impetus, science advisors, controlling stress anxiety, words, cochair, July, way institutionalize, Sixth Circuit, meditation journaling, two consecutive years, intensive, views, ten different locations, potential opportunities 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Beaver stated, result, bridge, planet, Professor Katherine Albanese, Great Invocation, public, Scholar, couple, spiritual worldview, Janis Claflin, FetzerFranklin Fund, behest, September Fetzer Franklin Science, multisite reproducibility, blood, law, Peter, sides, best practices, began, section below, top five symposium downloads, resolution lay, Tucson, start, ILM President, feature documentary, way, years, Discussion Framework, Trusts, Legacy Initiatives, continuity, June Board, subject, probe, outreach initiatives, whole, FetzerFranklin science fund, personal library, Fetzer mission, due, video oral histories, Wink lived, esoteric purposes, vital sections, grant, confidence, organizational form, IONS three times, President, pleomorphism, ways, external audiences, Trust history, letter, September, assets, Winston, open exploration, adroit planning, legacy initiatives, library, Chief Justice, Memorial Trustees elected Bruce, Han ducts, anxiety, true dimensions, third circulatory system, artificial intelligence, Tom Inuis dismissal, bad news, inception, Secretary, offered, Pamphlet, meetings, possible, sole beneficiary, compounded, Joint Trustees, March Trust, word, new spiritual story, world anything, upon John, First Decade, Inuis, July interview, discretion, Fetzer Fellows program, deep engagement, closer, core, lifelong spiritual journey, conventional, around Trust goals, report, Wizard, Physics, attract, successful longterm, document, fullhearted, significant, Theosophical Society, trustees, threemember team, Trust personnel, meetings earlyon, time period, approx, beginning, Stan Grof, Monday Night Group, determine, copy, Global Gathering, Memorial Trust however, feedback, SkutchWhitson, Cultural History, return Inner Light Ministries relinquished, Archangel Michael John, th birthday, months, time, integrated, sessions led, facilities, era, Materials, account shall, Malik, esoteric component Convene, replicate inner practice routines, series, synthesis paper, Tom Beaver, lifelong diehard Detroit Tigers baseball fan Louis Leeburg BA accounting, alternative questions, history Bruce Fetzer, program separate, Institute science team December, business, Inner Peace publisher, internationally focused Global Gathering, second board, science team, scientific methodologies, distribution, NDE, Monroe research, American, Secondly clones, late January, spiritual journey closely, question, awareness, Mission Statement, implications, archives, Rob Lehman, JEF Memorial Trust Board, Shamatha, statement, Florida apartments, collective audience, Stillheart, excellent, respective Trust documents, NIMH, future generations, Integrative Restoration January, full RL memo Appendix, Discusson, point, Larry Sullivan era, voluntary teacher, millions, spiritual symbols, Institute President Rob, Finances, expire, scientific, million, ongoing operation, best, connection between, comprised, global dynamic, reality, himself, birth, Norm Shealy, Carolyn Dailey 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investment portfolio, memory, situation, pneumonia, broad reason, John quickly struck, Center, religious stream, iRest Yoga Nidra meditation, bringing, Appendix, hard, three projects, AIC, outer, interviews, areas, end, Scientific programs, hypothesis, Charitable, ambassadors, Olds, important, emergent view, possible John Fetzer biography, open, Fetzer Inner Light Ministries, Strategic, investment, community, suggestion, Chris Bamford Editor, IONS, hand, spending rate increases total, measure heart rate coherence, Decade, portal frame, several levels, potential, prioritize, strongly, another CD, Vaughan, transformation plus, Purpose Statement, January Jim, became Anthroposophy somewhat limited, Trustee deems appropriate, twoday experiential Centering Prayer workshop, Bohm, Death, case, proceeds, intersection, Multiple partners became resources, inquire, time period Another joint TrustInstitute effort, Buddhist Priest, several miniworkshops, numerous programs, Personal, struggle, degree, Walach, oral histories commissioned essays trustee, wholeness, Bruce spoke, Trust interviewed, Numbers, stream, Tom, May, feel, brilliant idea, American nation, Fetzer John, relationship, Brewer Extension Meditation Neurofeedback, scientific subjects, onward, desire, existence, FetzerFranklin, John Fetzers Original Donor intent, whether, relationship faded plus, president science, esoteric mystical, essentially, Trustee, Psi energy, follows, planning process Models, Fetzers, December ending, nothing, depths, earlytomid, halfday experience, Quest, Ashville, infancy, Wisconsin, real estate property partnerships, Mandel FetzerFranklin science advisor, Rev Cynthia Bourgeault, renew Tom, Fetzer baseball, essay, MEMORANDUM, brand new Fetzer Institute Administration, late Jim, Science, four members, American history, became, external decentralized communities, raised questions, shown, organizations, took place, College, fosters greater experience, decadeslong science effort, intent, Fetzer integrated vision, cultural training programs, key question, core legacy outreach program helped partners, Bong Han ducts, spiritual dialogue, Bylaws, Gordon, surat shabd, trust estate, presentation, help discern real, HeartMath, probably, philosophy, Information, Beaver, freedom, Phillip Mason, Fetzer Inner Light Ministries Trust, four, Memorial Trust History September present, spiritual communities, Legacy Outreach, IONS work, narrower focus, legacy effort, Spiritualism, Spiritual Trends, members, Executive, Trust Jeremy Waletzky, consciousness, dynamism, minimum payout, cash payout, self, light, Republic, History, successful science initiatives, separate, Program History Overview, engage, key, Institute board, otherwise, outside agencies, accounting masters, interplanetary space, assumption, physics, direct, oral historian, financial, grapple, corpus, representation, experiential process, purposes, Paul, story, Maura Corrigan, seekers, grown way, powers, discussions between, 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NIS Labs Pleomorphic Microbes, connect, spiritual vision, reconsider fundamental questions, Institute employee, unique personal, Jeremy Waletzky, Rob Lehman James Gordon President, quotes, excellent job, uninterrupted, Imagine, Ideas, Original v Reformed Trust copy incl purpose, Trier Complementarity, Hossenfelder Franfurt, fact, century, Beaver eventually, interactions, IONS board, process, Michigan Center, Fetzer Institute Board John, Fetzer Memorial Trust, process culminated, practice sessions, presented, Fetzer Trustees, Michigan, regard, six legacy partner organizations, Preamble, upon, beyond, Beech, Fetzer Memorial, Trust Robert Lehman JD, Univers, David Lynch Foundation USA instructor, Fund namely, Strat, display, Trustee Interview Projects, possibility, assistance, Dr Vitaly Vodyanoy, Larry Sullivan, Fetzer Create video, 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, Carolyn Dailey John Fetzer, employees, Key documents, programs, teambuilding, attendance, overlapping membership, March, Trust, meeting June, Harald Walach, audit, present, whose beneficiary, Partnership Addendum, consolidated, peer reviewed publications, attention, facilitate better, facilitator, Mission, Rob, philosophicallydriven organization, Boisture, presentations, MT discussion framework input, relationships first, endowment, proposed, serious issues, appreciate, seven board members, inner life, jousting, projects outside, Esoteric Purpose workshop, duties, known John, revolutionary, discernment, Fetzer, Statements, Constituent Cell Consciousness, third symposium, universe, concern, Pros, sections, residual, One large entrepreneur, interpretations, December Rob Lehman, Magneto Encephalograph MEG laboratory, develop processes, Arlington 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Professor Jacob Needleman San Francisco State University, late, facilitated another twoday experiential workshop consisting, capacities, beneficiary, excise tax savings, Beach, current term, esoteric principles, Document, former, act, investigation, continual, working, discussions, Chairman, unincorporated, proprietary financial model, many materials, articulate, Boards giving, Von, recently, Lehmanled Institute efforts, context, move, legacy dynamically, talk, difference, successor, essence, planning, million larger, videos, legally, radio, appear, FAC meetings, collectively, Fetzer Institute Memorial Trust January Background show less
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MTrust History April 28, 2020

... Original Donor intent for the Trust In his Revocable Trust Agreement, John Fetzer had reformed the governance of the Memorial ... membership was laid out by John in the 1990 Revocable Trust Agreement (and referred to as “the Trustee”), as follows: ----- read more...

Author: Tom Beaver, Bruce Fetzer
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