2024-11-14T21:51:19-06:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-01-01 010597067 THE GARRISON INSTITUTE GARR 8454244800 PO BOX 532 GARRISON NY 10524 JONATHAN FP ROSE TREASURER 8454244800 2024-11-08 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2024-10-15 13:58:12Z JONATHAN FP ROSE PO BOX 532 GARRISON NY 10524 4906553 0 X WWW.GARRISONINSTITUTE.ORG X 2001 NY DEDICATED TO THE APPLICATION OF CONTEMPLATIVE METHODS FOR THE BENEFIT OF CIVIL SOCIETY. 6 6 22 6 0 0 2271692 2936181 1289604 1655508 6 7 21693 192887 3582995 4784583 0 0 0 0 1220140 1691237 0 0 681223 2037539 2825062 3257679 4516299 325316 268284 916595 1245209 552611 612941 363984 632268 X SEE SCHEDULE O 0 0 2146987 1555282 THE RETREAT CENTER AT GARRISON INSTITUTE HOSTED OVER 40 RETREATS AND EVENTS WITH MANY SPIRITUAL MASTER TEACHERS FROM THE WISDOM TRADITIONS, WHOSE WORK IS FOCUSED ON EXPLORING THE INTERSECTION OF PERSONAL AND SOCIAL TRANSFORMATION. THE INSTITUTE HOSTED SEVERAL THOUSAND ATTENDEES FOR YEAR-ROUND PROGRAMMING. WE WELCOMED PEOPLE FROM ALL OVER THE US AND INTERNATIONALLY. 287332 22221 THE CONTEMPLATIVE BASED RESILIENCE PROGRAM (CBR) OFFERS RESILENCE TRAINING IN MIND-BODY CONTEMPLATIVE PRACTICES TO SUPPORT THE WELL-BEING OF HELPING PROFESSIONALS SUCH AS HEALTH CARE WORKERS, SOCIAL WORKERS, HUMANITARIAN STAFF, AND OTHERS. ONE OF THE FIRST PROGRAMS OF ITS KIND, CBR OFFERS EVIDENCE-BASED TOOLS TO DEEPEN SELF-AWARENESS AND SELF-CARE, SO ATTENDEES CAN "BE WELL TO SERVE WELL." CBR WORKED HARDER THAN EVER IN 2023 TO BRING MINDFUL TOOLS FOR INNER RESILIENCE AND COMPASSIONATE ACTION TO OVER 500 LEADERS, ORGANIZATIONS, AND COMMUNITY MEMBERS WHO NEED IT THE MOST. 282396 3062 THE GARRISON INSTITUTE FELLOWSHIP PROGRAM IS SET TO COMPLETE ITS SECOND FULL TWO-YEAR COHORT IN THE FALL OF 2024. THIS COHORT OF 14 FELLOWS INCLUDED ACTIVISTS, ANTHROPOLOGISTS, CONTEMPLATIVE EDUCATORS, ARTISTS, JOURNALISTS, HEALTHCARE CONSULTANTS, PSYCHOTHERAPISTS, AND SOCIAL WORKERS. THEY REPRESENT THE NEXT GENERATION OF CONTEMPLATIVE TEACHERS REPRESENTING A DIVERSE LEADERSHIP IN THE MOVEMENT FOR A MORE COMPASSIONATE, RESILIENT FUTURE. THE FELLOWSHIP OFFERED A SERIES OF ONLINE VIRTUAL FORUMS AND RETREATS CREATING A NEW REVENUE STREAM FOR THE FELLOWS WHILE EXPANDING THEIR TEACHER ABILITIES AND OFFERINGS IN THE FIELD. 510567 110049 THE PATHWAYS TO PLANETARY HEALTH INITIATIVE RECOGNIZES THAT THE WELLBEING OF PEOPLE AND EARTH ARE DEEPLY INTERCONNECTED. ITS WORK BUILDS UNDERSTANDING OF PLANETARY HEALTH THROUGH SCIENTIFIC INQUIRY AND CONTEMPLATIVE PRACTICE ACROSS TRADITIONS, THROUGH CONVENING LEADERS, CONDUCTING APPLIED RESEARCH AND STRATEGICALLY ENGAGING WITH DECISIONMAKERS, DEVELOPING LEADERSHIP PROGRAMS, AND WEAVING CONTEMPLATIVE PRACTICE THROUGHOUT THE WORK. 510567 110049 3227282 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 59 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AL AK AR CA CO CT DC FL GA HI IL KS ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI X X JEANNE JOHNSON THE INSTITUTE 8454244800 PO BOX 532 GARRISON NY 10524 JONATHAN FP ROSE BOARD CHAIR/TREASURER 1.00 X X 0 0 0 DIANA CALTHORPE ROSE BOARD VICE CHAIR 1.00 X X 0 0 0 DANIEL SIEGEL BOARD MEMBER 1.00 X 0 0 0 LISETTE COOPER BOARD MEMBER 1.00 X 0 0 0 FREDERICK B HARVEY III BOARD MEMBER 1.00 X 0 0 0 SEBASTIAN ZUGMAN BOARD MEMBER 1.00 X 0 0 0 KAREN RENNIE GROSSMAN EXECUTIVE DIRECTOR 40.00 X 177724 0 43993 JEANNE ENGLERT CHIEF OPERATIONS OFFICER 40.00 X 136375 0 60940 STEPHEN POSNER DIRECTOR, PPH PROGRAM 40.00 X 114075 0 0 CHRISTINA TINARI DIRECTOR, CMB PROGRAM 40.00 X 138918 0 18503 567092 0 123436 4 0 1 0 FRESH COMPANY PO BOX 187 GARRISON NY 10524 CATERING SERVICES 487814 ACOSTA CONSULTING LLC 21 WHITFIELD TERRACE NEW ROCHELLE NY 10801 CONSULTING SERVICES 316990 2 2936181 2936181 REGISTRATION FEES 900099 1555147 1555147 PROGRAM REVENUE 900099 100361 100361 1655508 7 7 152352 121970 30382 30382 EMPLOYEE RETENTION CREDITS 900099 97399 97399 OTHER INCOME 900099 35106 35106 INSURANCE PROCEEDS 900099 30000 30000 162505 4784583 1690614 0 157788 221527 128436 46035 47056 1059603 614331 220195 225077 13800 8001 2868 2931 290325 104523 145623 40179 105982 61446 22024 22512 30908 11046 11540 8322 71137 25423 26561 19153 264356 89616 93149 81591 30825 21268 3058 6499 257812 219140 12891 25781 296980 290449 5194 1337 49419 43485 3836 2098 DIRECT PROGRAM COST 1478636 1425060 5422 48154 COMMUNICATIONS 209440 56800 4684 147956 HOUSEKEEPING 71517 71517 ALL OTHER EXPENSES 60733 53442 4714 2577 3299 3299 4516299 3227282 607794 681223 161954 247627 106028 12378 344632 655560 61549 1129463 861368 303981 268095 916595 1245209 474576 313743 78035 299198 552611 612941 X 211484 -60782 152500 693050 363984 632268 916595 1245209 268284 0 X 0 1 X 1 0 X 895319 1589334 2380699 2271692 2936101 10073145 3094830 1200146 388551 1289604 1655508 7628639 3990149 2789480 2769250 3561296 4591609 17701784 436880 496502 1053351 1010029 1246016 4242778 0 436880 496502 1053351 1010029 1246016 4242778 13459006 5964 2135 966 1206 7 10278 5964 2135 966 1206 7 10278 1000 1134 8944 20493 162505 194076 3997113 2792749 2779160 3582995 4754121 17906138 0.75160 0.79110 0.00060 0.00180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 152500 1175050 634500 693050 140955 137500 125955 152500 30377 150561 39983 140955 75828 33693 79144 30377 45000 75828 45000 75828 1.00000 0 0 531086 306619 224467 494703 451075 43628 103674 103674 0 268095 5184583 400000 400000 4784583 0 4784583 4916299 400000 400000 4516299 0 4516299 PART V, LINE 4: THE INSTITUTE REPORTS GIFTS OF CASH AND OTHER ASSETS AS SUPPORT WITH DONOR RESTRICTIONS IF THEY ARE RECEIVED WITH DONOR IMPOSED RESTRICTIONS THAT LIMIT THE USE OF THE DONATED ASSETS. WHEN A DONOR RESTRICTION EXPIRES, THAT IS, WHEN A STIPULATED TIME RESTRICTION ENDS OR PURPOSE RESTRICTION IS ACCOMPLISHED, NET ASSETS WITH DONOR RESTRICTIONS ARE RECLASSIFIED TO NET ASSETS WITHOUT DONOR RESTRICTIONS AND REPORTED IN THE STATEMENT OF ACTIVITIES AS NET ASSETS RELEASED FROM RESTRICTIONS. THE BALANCE IN THE INSTITUTE'S NET ASSETS WITH DONOR RESTRICTIONS HAVE TIME AND PURPOSE RESTRICTIONS AND WILL BE USED TO FUND THE INSTITUTE'S MISSION. SPECIAL EVENT 152352 152352 121970 152352 152352 121970 121970 30382 X X 0 0 0 0 0 0 0 0 0 KAREN RENNIE GROSSMAN EXECUTIVE DIRECTOR 177654 0 0 0 70 0 0 0 43993 0 221717 0 0 0 JEANNE ENGLERT CHIEF OPERATIONS OFFICER 136375 0 0 0 0 0 520 0 60420 0 197315 0 0 0 CHRISTINA TINARI DIRECTOR, CMB PROGRAM 138918 0 0 0 0 0 0 0 18503 0 157421 0 0 0 PART III - LINE 1 THE GARRISON INSTITUTE'S MISSION IS TO APPLY THE SKILLS AND WISDOM CULTIVATED THROUGH CONTEMPLATIVE PRACTICE, TOGETHER WITH THE INSIGHTS EMERGING FROM SCIENCE, TO TODAY'S URGENT SOCIAL AND ENVIRONMENTAL CHALLENGES, LEVERAGING TRANSFORMATIONAL CHANGE AND HELPING BUILD A MORE COMPASSIONATE, RESILIENT FUTURE. WE ENVISION A FUTURE IN WHICH CONTEMPLATION IS WIDELY RECOGNIZED AND PRACTICED AS A PATHWAY TO SOCIAL AND ENVIRONMENTAL TRANSFORMATION. CONTEMPLATION INFUSES OUR ACTIONS WITH THE AWARENESS THAT WE LIVE IN A RELATIONAL WORLD, WHERE EVERYONE AND EVERYTHING IS CONNECTED AND INTERDEPENDENT. TOGETHER WITH INSIGHTS FROM SCIENCE AND ETHICS, THIS AWARENESS WILL INCREASINGLY BE CULTIVATED AND APPLIED TO CHANGING BEHAVIORS AND MINDSETS, SHIFTING THE CURRENT PARADIGM TOWARDS A HOLISTIC, INTERCONNECTED ONE. FORM 990, PART VI, SECTION A, LINE 2 JONATHAN F.P. ROSE AND DIANA CALTHORPE-ROSE, BOTH OF WHOM ARE CO-FOUNDERS OF THE INSTITUTE, ARE MARRIED. FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 12C KEY STAFF AND BOARD MEMBERS ARE ASKED TO COMPLETE THE CONFLICT OF INTEREST POLICY IN WRITING ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE INSTITUTE UTILIZES AN INDEPENDENT CONSULTING FIRM WHO PROVIDES COMPARABILITY DATA FOR THE CEO'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.