LGL memo on JEF April 2020
April 15, 2020
... review the closing documents from the sale of the various assets, businesses etc. and determine if everything appeared ... to help when he liquidated some $9 million of his personal assets to donate to Inner Light LGL memo on JEF pg. 1 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
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Author: Jeremy Waletzky
Keywords:
fellow, interest, people use alternative medicine, various changes, terms, member, money, group, time, orchestrating
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things, board, history projects, future, concerns, program develop two, energy medicine conference, important, responsibility, science, lot, number, great job, whole issue, discussion, relationship, tremendous asset, marvelous job, attitude, quality, first steps, Institute, work, interesting things, great, able, Janice, house, man, Institute David, next iteration, body spirit, staff, whats, pot, everybody talks, suspect, people, whole, hubris, conviction, potential conflict, new things, Parker Palmers work, mainstream, attention, case, Journey Jeremy, part, two, Seasons, John, sense, changes sometimes good, three centuries, world relationships, executive Jeremy, notion, Harvard, something Ive, good intentions, blood, many, between, important singer, week, ways, chair, weekend, PBS, one, happy birthday, atmosphere, India, scratch, common practice, Bill Moyers Special, ability, thing Id, credibility, hours, Formation, Brendan ORegan, shadow, fellows, course, everybody, first, excitement, February History Page, one context, clear, forward, chairman, conveys, room, times, difficulty, births, effective, Noetic Sciences, program, everybody focus, February History Page Fetzer Institute Retrospective Jeremy Waletzky Interview, Program, tooreverential terms, Larry Sullivan, fun, somebody, meetings, Lynn Gordon, messy, reflection, known, importance, judging, participants, Popes, Institute continues, change, vision, two years, humble, one impact, February History, thats clear, impact, way, tension Important Milestones, wonderful, key role, something, openness, unifying project, head, cell phones, point, difficult, issues, periphery, institutionally, initially, couldnt, measure impact, everything, bunch, one area, content, big, Fetzer Memorial Trust Trustee Emeritus, thats one thing, survey, oneself, commonality, discovering, subsequently, Trustee John, somehow, talk, occur, Fetzer, afraid, tremendous, breakfasts, Andrea Bocelli, Bill Moyers, Rob, another things, trustees, thats something, medicine, thats
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Category:
Video Interview Rough Cuts
(15) Draft of Collaboration Agreement
July 10, 2009
... The investment policy shall include long term benchmarks, asset classes as well as the weights of the asset classes and ... Institute shall be consulted on the selection and scope of asset allocation consultant(s) retained by the Memorial Trust. 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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Category:
Trust Histories
Notes regarding dealings I had with John E. F...
April 15, 2020
... review the closing documents from the sale of the various assets, businesses etc. and determine if everything appeared ... to help when he liquidated some $9 million of his personal assets to donate to Inner Light Ministries in order to purchase read more...
Author: Lou Leeburg
Keywords:
sale, various assets, majority holder, radio company immediately, story, consultant, Trustees, manner, TV industry, junk bond
show more...
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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
The Founder's Statement 9/29/1989
September 29, 1989
... ac tivities related to those areas which produced the asset base which enabled me to endow the Foundation. I have asked read more...
Author: John E. Fetzer
Keywords:
emotional, spiritual, Foundation, Fetzer, triangle, consciousness, mental, four square, humankind, board
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program, institutions, dimensions, strive, collective, FOUNDER, physical, status, freedom, spirit, purpose, understood, service, balance, onals, manifest, research, agenda, scientific, disciplined, Rob, core, funding, mission, liberation, clarity, Fellow, healing, State University, University College, board meeting, new beginning, human condition
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Category:
JEF Speeches and Articles
John E. Fetzer's Spiritual Journey Timeline
July 18, 2019
... Sheet - John E Fetzer (exclusive of holdings in WKZO: Assets: $41,500 (ed note: in 2013 dollars this is approx. $750 ... There’s no way that you can fail. That’s a terrific asset to a man that has—to a self-made man. It’s a terrific asset 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
John E Fetzer Retrospective
June, 2016
... s mission. Frances Vaughan And so it's been a wonderful asset. A beautiful meeting room has been like a crucible for a read more...
Keywords:
John Fetzer, full video, Retrospective, Bruce, vision, script, love, spiritual, Carolyn Brown, Fetzer Institute
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Vaughan, Twist, Lehman, spirit, mind, healing, mission, John, Trustees, Rob, Lynne, Carlson, community, Carolyn, death, Frances, Trust, video, Institute, heart, mystery, Brown, boards, program, Boisture, Emotional, Walleczek, forgiveness, meditation, freedom, culture, Bob, legacy, United States, emotional intelligence, contemplative, evolution, retreat, Seasons, New York Times, World Series
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Category:
Video Final Productions
Memorial Trust History (1991-2020)
April 28, 2020
... … that Bruce and Lou brought were, one, not only saving the assets, but two, growing them, and also helping the Institute … ... open for seven years for tax reasons; then its remaining assets were transferred into the Memorial Trust as well. 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, Director, Memorial Trustee, Michigan Supreme, third outside, Memorial Trust board meetings, life, Hal, number, whom, Institute actually, Redwood City Calif, Several, unique role, Canadian building, others, external successes, much detail, superior investment, copies, documents, Lehman era, sudden appearance, Bob Boisture counsel, Spiritual, November Institute Board, bankruptcy, Law Center, permission, people, Legal Counsel, stream, Institute Board Bruce Carlson, current benefits, Beach Era, attorney, major impetus, science advisors, controlling stress anxiety, words, cochair, July, way institutionalize, Sixth Circuit, meditation journaling, two consecutive years, views, Spiritualism, ten different locations, teacher, potential opportunities including, John Fetzer Archives, wisdom, Appendix BF, CEO, moreover, spiritual philosophy, slate, sense, US government, later, joint Trustee, robust, ideas, program build fields, key importance, truth, additional unit, wonderful phrase, loving 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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 Center, Secondly clones, October EmQM symposium, lawsuit, chronological entries, between, material Beaver, upon John, spiritual legacy, Robert Lehman, embody, future, CytoViva 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, 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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, 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, 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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
... page 3/5 draft Nov 24, 2003 • Contributed to asset growth at Institute. It’s a mathematical fact that separate ... If both funds average a return of 9%/year, by 2011, the assets of the Institute will be $63 million larger than had the 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
Lou Leeburg Interview 3/12/2011
March 12, 2011
... at all of the transactions that occurr ed on selling these assets off ? Could you do an audit, just follow the money ? And ... of a sudden we start ed noticing that there was this asset of Cablevision that was transferred over to the books of read more...
Author: Lou Leeburg
Keywords:
Fetzer, Larry, Trust, Glenn, spiritual, Tom, Bruce, John Fetzer, UFOs, Jim
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World War, heaven, John, book, Memorial, experiential, Institute, Fetzer Institute, Carolyn, holotropic breathwork, Judy, Broadcasting, death, astral, meditation, dream, shaman, Thinnes, Carl, elevator, major league, American League, National League, Board, Jim Gordon
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Oral Histories
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