2024-08-12T14:20:35-05:00 2023-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2023-01-01 770284767 MIND & LIFE INSTITUTE MIND 4349390001 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 229012824 SUZANNE BOND PRESIDENT 4349390001 2024-08-07 1 1 JAYME MIKA P00852731 8047470000 2023 2024-08-08 14:25:15Z SUZANNE BOND 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 229012824 3884543 0 X WWW.MINDANDLIFE.ORG X 1991 CA BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM TO FOSTER INSIGHT AND INSPIRE ACTION TOWARD FLOURISHING. 10 10 19 53 0 0 3072536 3464003 86159 52712 137782 245067 23762 122761 3320239 3884543 691954 784868 0 0 2058458 1784557 0 0 352265 1005351 1104233 3755763 3673658 -435524 210885 8595479 9115144 1764998 1387960 6830481 7727184 X BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM TO FOSTER INSIGHT AND INSPIRE ACTION TOWARD FLOURISHING. 0 0 564670 289633 RESEARCH INSTITUTES: THE 20TH ANNUAL SUMMER RESEARCH INSTITUTE WAS HELD IN JUNE 2023 AT THE GARRISON INSTITUTE IN UPSTATE NEW YORK AND WAS ENTITLED "TRAUMA, RESILIENCE, AND FLOURISHING." THE WEEKLONG PROGRAM EXAMINED WHETHER AND HOW CONTEMPLATIVE SCIENCE AND PRACTICES CAN HELP PREVENT AND PROCESS TRAUMA, BUFFER ITS TOXICITY, PROMOTE RESILIENCE AND RECOVERY, AND GUIDE RESTORATIVE SOCIAL AND EXISTENTIAL JUSTICE. THE EVENT CULMINATED IN A CELEBRATION OF SRI'S 20TH ANNIVERSARY AND PIONEERING LEGACY. FORTY-FIVE SCHOLARSHIPS WERE PROVIDED TO CREATE A MORE DIVERSE AND INCLUSIVE EXPERIENCE FOR ALL PARTICIPANTS. WE WELCOMED OVER 112 PARTICIPANTS FROM 18 COUNTRIES, INCLUDING 83 NEW PARTICIPANTS . 1058380 784868 GRANT PROGRAMS: IN 2023, MIND & LIFE OFFERED THREE GRANT PROGRAMS, AWARDING A TOTAL OF 33 PROJECTS IN 12 COUNTRIES. THE VARELA GRANTS, NAMED FOR CO-FOUNDER FRANCISCO J. VARELA, FUND WIDE-RANGING SCHOLARLY EXAMINATIONS OF CONTEMPLATIVE TECHNIQUES, FROM NEUROSCIENCE TO ANTHROPOLOGY TO CLINICAL PSYCHOLOGY. THE PEACE GRANTS SUPPORT RESEARCH THAT PROMOTES POSITIVE CHANGE IN THE WORLD BY EXAMINING WHOLESOME MENTAL QUALITIES SUCH AS PROSOCIALITY, EMPATHY, ALTRUISM, COMPASSION, AND ETHICS (PEACE). THE CONTEMPLATIVE CHANGEMAKING GRANTS FUND SMALL-SCALE, IMPACT-ORIENTED WORK UNDERTAKEN BY INDIVIDUALS, COMMUNITY WORKERS, AND NON-PROFIT ORGANIZATIONS THAT GROUND THEMSELVES IN CONTEMPLATIVE PRACTICES TO ACHIEVE REAL IMPACT IN PEOPLE'S EVERYDAY LIVES. 635154 148633 MIND & LIFE PODCAST:IIN 2023, THE MIND & LIFE PODCAST ENTITLED "MIND & LIFE" CONTINUED WITH 16 ONE-HOUR LONG EPISODES AND OVER 360,000 DOWNLOADS FOR THE YEAR (THE SHOW NOW TOTALS OVER 1,000,000 DOWNLOADS). THE PODCAST ADDRESSES FUNDAMENTAL QUESTIONS THAT ARISE THROUGH BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM. CONVERSATIONS ON THE PODCAST INTEGRATE CONTEMPLATIVE APPROACHES WITH VARIED PERSPECTIVES INCLUDING PSYCHOLOGY, PHILOSOPHY, NEUROSCIENCE, RELIGION, ART, AND ACTIVISM. MIND & LIFE'S HOST, WENDY HASENKAMP, INVESTIGATES THESE COMPLEX QUESTIONS WITH LEADING RESEARCHERS, THINKERS, AND ON-THE-GROUND PRACTITIONERS, MOVING US TOWARD A DEEPER UNDERSTANDING OF OURSELVES AND OUR WORLD. MIND & LIFE CONNECT:LAUNCHED IN 2023 AND FACILITATED BY SHANKARI GOLDSTEIN, MIND & LIFE CONNECT IS A SERIES OF INSPIRATIONAL ONLINE CONVERSATIONS AIMED AT EXPLORING KEY THEMES IN CONTEMPLATIVE SCIENCE AND THEIR RELATION TO EVERYDAY LIFE. THROUGHOUT THE SIX 75-MINUTE SESSIONS, WE SOUGHT TO BUILD COMMUNITY AMONG DEDICATED RESEARCHERS, YOUNG SCHOLARS AND ACTIVISTS, CONTEMPLATIVE TEACHERS, AND OTHERS EAGER TO CONNECT AND SHARE IDEAS BRIDGING SCIENCE, CONTEMPLATIVE WISDOM, AND ACTION TO FOSTER PERSONAL, SOCIETAL, AND PLANETARY HEALING. DIGITAL ARCHIVES PROJECT:OUR ARCHIVES HOLD OVER 35 YEARS OF DIALOGUES BETWEEN HIS HOLINESS THE DALAI LAMA AND LEADING RESEARCHERS AND OTHER THOUGHT LEADERS, AS WELL AS RECORDINGS FROM 20 SUMMER RESEARCH INSTITUTES AND FOUR INTERNATIONAL SYMPOSIA. THE TOPICS EXPLORED ARE TIMELESS AND REMAIN OF SIGNIFICANT VALUE FOR ANYONE WHO WISHES TO BETTER UNDERSTAND THE HUMAN MIND. THROUGH A NEW PLATFORM ON OUR WEBSITE, WE BEGAN TO SHARE SOME OF OUR FAVORITE MOMENTS FROM THE PAST, INCLUDING KEY TEACHINGS FROM THE DALAI LAMA FROM OUR EXTENSIVE VIDEO ARCHIVE. WE WILL CONTINUE TO BUILD ON THIS ARCHIVE AND OFFER MORE TEACHINGS IN THE YEARS TO COME. ONLINE COURSES: MIND & LIFE BROADCAST KEY LEARNINGS, OFFERINGS, AND RESOURCES AIMED TO FOSTER AND STRENGTHEN OUR HUMAN-EARTH CONNECTION. DRAWING FROM RICH CONTENT PRESENTED AT MIND & LIFE'S 2021 SUMMER RESEARCH INSTITUTE, IN 2022 WE LAUNCHED A NEW ONLINE CLIMATE COURSE, "THE MIND, THE HUMAN-EARTH CONNECTION, AND THE CLIMATE CRISIS." THE 10-HOUR COURSE EXAMINES THE ROOT CAUSES OF THE CLIMATE CRISIS AND STRATEGIES FOR HEALING OUR RELATIONSHIP WITH ONE ANOTHER AND THE EARTH. MORE THAN 1,200 PEOPLE HAVE ENROLLED IN THE SELF-PACED COURSE TO DATE, WHICH FEATURES PRESENTATIONS FROM 20+ LEADING EXPERTS, INCLUDING INDIGENOUS LEADERS, SCIENTISTS, SCHOLARS, CONTEMPLATIVE TEACHERS, AND ACTIVISTS AROUND THE GLOBE. GLOBAL MAJORITY LEADERSHIP & MENTORSHIP:LAUNCHED IN 2022, MIND & LIFE'S GLOBAL MAJORITY LEADERSHIP AND MENTORSHIP PROGRAM SEEKS TO NURTURE AND EXPAND THE COMMUNITY OF GLOBAL MAJORITY INVESTIGATORS IN CONTEMPLATIVE RESEARCH WITH THE GOAL OF SUPPORTING AND GROWING THE POOL OF INDIVIDUALS IN CONTEMPLATIVE RESEARCH, PARTICULARLY THOSE WHO ATTEND THE MIND & LIFE SUMMER RESEARCH INSTITUTE AND WHO MAY SEEK FUNDING FROM MIND & LIFE'S GRANTS. IN 2023, THIS INCLUDED SIX MENTEES PAIRED WITH MENTORS. YOUNG ADULT ENGAGEMENT: IN 2023, MIND & LIFE ESTABLISHED A YOUNG ADULT ADVISORY COUNCIL TO DELIVER ON THE AIMS OF OUR YOUNG ADULT ENGAGEMENT STRATEGY DEVELOPED IN 2022. THE FIVE-MEMBER COUNCIL MET SIX TIMES DURING THE YEAR AND PLAYED A VALUABLE ROLE IN INFORMING MIND & LIFE EVENTS AND ACTIVITIES AND BUILDING COMMUNITY AMONG EMERGING PROFESSIONALS ATTENDING THE 2023 SUMMER RESEARCH INSTITUTE (SRI). MEMBERS ALSO CONTRIBUTED TO OUR COMMUNICATIONS EFFORTS AND SERVED ON THE SRI PLANNING COMMITTEE. AS PART OF ITS MANDATE, THE COUNCIL HOSTED FOUR ONLINE PRESENTATIONS BY EMERGING RESEARCHERS. THROUGH THESE EVENTS, WE SEEK TO NURTURE RELATIONSHIPS AMONG YOUNGER SRI PARTICIPANTS, WHO REPRESENT THE NEXT GENERATION OF MIND & LIFE-SUPPORTED SCHOLARS AND RESEARCHERS. INSIGHTS ON FLOURISHING:THROUGH ITS PIONEERING ROLE IN BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM, MIND & LIFE HAS GENERATED VITAL INSIGHTS INTO THE NATURE OF THE HUMAN MIND WITH PROFOUND RELEVANCE TO THE CHALLENGES OF OUR TIME. IN THE FALL OF 2022, WE RELEASED INSIGHTS, A NEW MULTIMEDIA WEBSITE EXPLORING KEY LEARNINGS INSPIRED BY MIND & LIFE'S WORK AT THE INTERSECTION OF SCIENCE AND CONTEMPLATIVE WISDOM. TO DATE, THE SITE FEATURED 22 ESSAYS BY LEADING RESEARCHERS AND CONTEMPLATIVES, INCLUDING JUD BREWER, DEKILA CHUNGYALPA, ROSHI JOAN HALIFAX, RHONDA MAGEE, JENNY MASCARO, THUPTEN JINPA, AND MORE. WE'LL CONTINUE PUBLISHING ESSAYS AND SHARING INSIGHTS FROM LEADERS IN THE FIELD ON THIS PLATFORM FOR YEARS TO COME. 280453 57781 MIND & LIFE DEVELOPED PROGRAMMING IDEAS AND EVENT THEMES WITH THE ASSISTANCE OF A STEERING COUNCIL COMPOSED OF EIGHT OUTSIDE EXPERTS FROM THE FIELD OF CONTEMPLATIVE RESEARCH AND THREE STAFF MEMBERS. THE COUNCIL ASSESSES TRENDS, TOPICS AND THEMES THAT ARE RELEVANT IN THE FIELD OF CONTEMPLATIVE RESEARCH AND STEERS PROGRAMMING THEMES. 280453 57781 2538657 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4349390001 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 229012824 BARRY HERSHEY DIRECTOR 1.25 X 0 0 0 AARON STERN DIRECTOR 1.25 X 0 0 0 LISETTE COOPER DIRECTOR 1.25 X 0 0 0 SONA DIMIDJIAN DIRECTOR 1.25 X 0 0 0 JACK KORNFIELD DIRECTOR 1.25 X 0 0 0 OWSLEY BROWN III DIRECTOR 1.25 X 0 0 0 CONSTANCE KEMMERER DIRECTOR 1.25 X 0 0 0 THUPTEN JINPA LANGRI CHAIR OF BOARD 2.50 X X 40000 0 0 CAROLYN JACOBS SECRETARY 2.50 X X 0 0 0 MARTIN DAVIDSON VICE CHAIR AND TREASURER 2.50 X X 0 0 0 SUSAN BAUER-WU - THRU 11-30-23 PRESIDENT 40.00 X X 253675 0 69612 ROSALYN STAGG DIRECTOR OF ADVANCEMENT 40.00 X 111131 0 7823 RYAN STAGG DIRECTOR OF DIGITAL STRATE 40.00 X 115351 0 13120 KRISTA WEIH DIRECTOR OF GRANTS & EVENT 40.00 X 133591 0 12670 653748 0 103225 4 0 1 0 OE CONSULTING 600 CALIFORNIA ST FL 11 SAN FRANCISCO CA 941082727 ORGANIZATIONAL CONSULTING 260799 1 47913 3416090 3464003 REGISTRATIONS & FEES 900099 49450 49450 MARKETING/PROMOTION RE 900099 3262 3262 52712 224409 224409 122761 122761 20437 221 0 0 20437 221 20658 20658 3884543 52712 0 367828 X 784868 784868 653747 428701 120457 104589 813145 533227 149827 130091 69704 45709 12843 11152 135853 89087 25032 21734 112108 73516 20657 17935 520963 151334 352034 17595 35021 20982 8596 5443 84148 60232 22416 1500 8531 6228 938 1365 11323 7239 2187 1897 PROGRAMS 292875 288399 4105 371 ADMINISTRATION 95587 25161 60150 10276 COMMUNICATIONS 48848 19426 2215 27207 FEES 6937 4548 1279 1110 3673658 2538657 782736 352265 1118567 904883 282875 195672 80120 26786 55267 46743 13230 8524 6688710 7977224 411977 2055 8595479 9115144 198622 159034 624830 792235 60805 0 880741 436691 1764998 1387960 X 5119051 4889919 1711430 2837265 6830481 7727184 8595479 9115144 210885 685818 0 X 0 1 X 1 0 X 3340404 2716274 4672305 3107551 3464003 17300537 97783 119572 293218 86159 52712 649444 3438187 2835846 4965523 3193710 3516715 17949981 120004 125050 1150232 189189 24105 1608580 0 120004 125050 1150232 189189 24105 1608580 16341401 170370 141820 99314 104530 347170 863204 170370 141820 99314 104530 347170 863204 16842 26905 20115 57676 121538 3625399 3004571 5084952 3355916 3863885 18934723 0.86300 0.87670 0.04560 0.03020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55267 46743 8524 8524 CONDITIONAL CONTRIBUTIONS 436691 436691 X 4570361 685818 685818 3884543 0 3884543 3673658 0 3673658 0 3673658 PART X, LINE 2: THE ORGANIZATION FOLLOWS FASB GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO THE MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. 0 RESEARCH GRANTS 17 784868 PART I, LINE 2: GRANT FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE RESTRICTIONS OUTLINED BY THE DONOR. ALL FUNDS ARE DISBURSED WITHIN THE REQUIRED TIME PERIOD AND TRACKED THROUGH OUR ACCOUNTING OFFICE. GRANT RECIPIENTS ARE REQUIRED TO ACCOUNT FOR HOW THE FUNDS WERE USED. X X X 0 0 0 0 0 0 0 0 0 SUSAN BAUER-WU - THRU 11-30-23 PRESIDENT 253675 0 0 0 0 0 0 0 69612 0 323287 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND BOARD REVIEWS AND APPROVES AN ELECTRONIC VERSION OF THE FORM 990 AND AN OFFICER OF THE ORGANIZATION SIGNS THE RETURN AFTER REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL CONFLICT OF INTEREST ARE REQUIRED TO BE DISCLOSED TO THE BOARD OF DIRECTORS BY COMPLETING THE CONFLICT OF INTEREST STATEMENT FORM. NEW MEMBERS ELECTED TO THE BOARD OR CURRENT MEMBERS WHO IDENTIFY A CONFLICT OF INTEREST FILL OUT A FORM. THE ORGANIZATION ALSO REQUIRES AN ANNUAL AFFIRMATION FOR THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DEVELOPS THE COMPENSATION PACKAGE FOR THE PRESIDENT. THE COMMITTEE REVIEWS SEVERAL SOURCES OF DATA TO DETERMINE THE COMPENSATION WHICH INCLUDES GUIDESTAR AND SURVEYS. THIS REVIEW IS IN WRITING AND IT GOES TO THE BOARD FOR APPROVAL. THE ORGANIZATION HIRED A COMPENSATION SPECIALIST TO DETERMINE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 151,334. MANAGEMENT AND GENERAL EXPENSES 352,034. FUNDRAISING EXPENSES 17,595. TOTAL EXPENSES 520,963.