2023-07-24T12:29:34-05:00 2022-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2022-01-01 770284767 MIND & LIFE INSTITUTE MIND 4349390001 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 229012824 SUSAN BAUER-WU PRESIDENT 4349390001 2023-07-20 1 SUSAN BAUER-WU 999009999 1 JAYME MIKA P00852731 8047470000 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SUSAN BAUER-WU 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 229012824 3320304 0 X WWW.MINDANDLIFE.ORG X 1991 CA BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM TO FOSTER INSIGHT AND INSPIRE ACTION TOWARD FLOURISHING. 10 10 25 69 0 0 4672305 3072536 293218 86159 42416 137782 55812 23762 5063751 3320239 737409 691954 0 0 2035670 2058458 0 0 410958 449885 1005351 3222964 3755763 1840787 -435524 10037349 8595479 2496573 1764998 7540776 6830481 X BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM TO FOSTER INSIGHT AND INSPIRE ACTION TOWARD FLOURISHING. 0 0 254354 177350 RESEARCH INSTITUTES: THE 19TH ANNUAL SUMMER RESEARCH INSTITUTE, WAS HELD IN JUNE 2022 AND WAS ENTITLED "OTHERING, BELONGING, AND BECOMING". THE ONLINE FORMAT ALLOWED US TO WELCOME OVER 350 PARTICIPANTS FROM 40 COUNTRIES AND 6 CONTINENTS. THE PROGRAM INCLUDED PLENARIES, SMALL GROUPS, STORYTELLING 'PODS, AND CONTEMPLATIVE SESSIONS TO EXPLORE THE ROOT CAUSES AND POTENTIAL SOLUTIONS TO THE GROWING DIVIDES IN OUR WORLD. 115 SCHOLARSHIPS WERE PROVIDED TO CREATE A MORE DIVERSE AND INCLUSIVE EXPERIENCE FOR ALL PARTICIPANTS. 929846 691954 GRANT PROGRAMS: IN 2022, MIND & LIFE OFFERED 2 GRANT PROGRAMS, AWARDING A TOTAL OF 16 PROJECTS IN 6 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). A THIRD GRANT PROGRAM: CONTEMPLATIVE CHANGEMAKING GRANTS WAS IN THE PLANNING STAGES THIS YEAR. STARTING IN 2023 THESE GRANTS WILL 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 766326 322944 MIND & LIFE PODCAST:IN 2022 THE MIND & LIFE PODCAST ENTITLED "MIND & LIFE" CONTINUED WITH SEASONS 5 & 6 WITH 18 ONE-HOUR LONG EPISODES WITH OVER 650,000 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. ONLINE SUMMIT: IN NOVEMBER 2022, MIND & LIFE HOSTED OUR SECOND ONLINE SUMMIT: THE GLOBAL JOY SUMMIT IN CONNECTION WITH 3 STRATEGIC PARTNERS. MORE THAN 186,000 VIEWERS IN 190 COUNTRIES TUNED IN TO THIS FREE, ONLINE EVENT. BUILDING ON THE INSPIRING FRIENDSHIP AND WORLDVIEWS OF THE DALAI LAMA AND ARCHBISHOP DESMOND TUTU, THE SUMMIT BROUGHT TOGETHER RENOWNED SCIENTISTS, CONTEMPLATIVES, ACTIVISTS, AND ARTISTS WHO OFFERED INSIGHTS AND PRACTICAL STEPS FOR LIVING WITH JOY IN CHALLENGING TIMES. CITING A RANGE OF CONTEMPORARY CHALLENGES INCLUDING INDIVIDUALISM, MATERIALISM, AND ANXIETY, PRESENTERS ILLUMINATED A MORE JOY-FILLED PATH FORWARD ROOTED IN OPEN-HEARTEDNESS, COMMUNITY, AND ACKNOWLEDGEMENT OF OUR FUNDAMENTAL INTERCONNECTION.CONVERSATIONS WITH THE DALAI LAMA: IN OCTOBER, MIND & LIFE CO-HOSTED (WITH MIND & LIFE EUROPE) A PROFOUNDLY ENRICHING CONVERSATION WITH THE DALAI LAMA AND LEADING SCIENTISTS ON "INTERDEPENDENCE, ETHICS, AND SOCIAL NETWORKS," TO EXPLORE THIS QUESTION AND MORE. PRESENTERS INCLUDED EVOLUTIONARY BIOLOGIST JOSEPH HENRICH, PSYCHOLOGIST MOLLY CROCKETT, PHILOSOPHER HANNE DE JAEGHER, AND COGNITIVE SCIENTIST ABEBA BIRHANE. THIS TWO-DAY DISCUSSION SPANNED THE TENSION THAT EXISTS BETWEEN DIVERSE VIEWS AND PERSPECTIVES IN TODAY'S WORLD AND THE NEED TO COME TOGETHER AS ONE TO ADDRESS OUR COLLECTIVE CHALLENGES 919038 217819 DIGITAL ARCHIVES PROJECTOUR ARCHIVES HOLD 35 YEARS OF DIALOGUES BETWEEN HIS HOLINESS THE DALAI LAMA AND LEADING RESEARCHERS AND OTHER THOUGHT LEADERS, AS WELL AS RECORDINGS FROM 18 SUMMER RESEARCH INSTITUTES AND 4 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 COURSE: MIND & LIFE BROADCASTED 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 800 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: IN 2022, WE COMPLETED THE PILOT PHASE OF MIND & LIFE'S GLOBAL MAJORITY LEADERSHIP AND MENTORSHIP PROGRAM WITH THE GOAL OF SUPPORTING AND GROWING THE POOL OF GLOBAL MAJORITY INVESTIGATORS IN CONTEMPLATIVE RESEARCH, PARTICULARLY THOSE WHO ATTEND THE MIND & LIFE SUMMER RESEARCH INSTITUTE AND THOSE WHO MAY SEEK FUNDING FROM OUR GRANTS. THE PROGRAM WAS DEVELOPED BY AN INTERDISCIPLINARY COMMITTEE OF BLACK, LATINX, ASIAN, AND INDIGENOUS CONTEMPLATIVE SCHOLARS, WITH SIX MENTEES PAIRED WITH MENTORS DURING THE PILOT PHASE. YOUNG ADULT ENGAGEMENT: THROUGHOUT 2022, MIND & LIFE SET OUT TO EXPLORE THE FEASIBILITY AND PARAMETERS FOR ENGAGING YOUNG ADULTS ACROSS THE GLOBE MORE ACTIVELY IN OUR WORK. OVER THE COURSE OF THE YEAR, WE CONDUCTED FIELD RESEARCH/INTERVIEWS WITH LIKE-MINDED ORGANIZATIONS, PERFORMED DESK RESEARCH INTO YOUNG ADULT NEEDS/ASPIRATIONS, CARRIED OUT FOCUS GROUPS/INTERVIEWS WITH YOUNG ADULTS CURRENTLY ENGAGED IN OUR PROGRAMMING, FORMED AN INTERNAL ADVISORY GROUP, ENGAGED THREE EXTERNAL YOUNG ADULT ADVISORS, HELD FIVE VISIONING SESSIONS WITH REPRESENTATION ACROSS THE ORGANIZATION, REFINED OUR AUDIENCE, AND DEVELOPED AN OUTCOME LOGIC MODEL AND ACTION GUIDE TO DIRECT OUR EFFORTS MOVING FORWARD. WE ARE PLEASED TO HAVE DEVELOPED A STRATEGY THAT WAS DEEPLY INFORMED BY YOUNG ADULTS, WITH A YOUNG ADULT ADVISORY COUNCIL BEING FORMED TO ADVISE THE INITIAL ROLL-OUT OF THE STRATEGY IN 2023. INSIGHTS ON FLOURISHINGTHROUGH 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 FALL 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. AT THE TIME OF ITS LAUNCH, THE SITE FEATURED 18 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.IN 2022, MIND & LIFE COMPLETED ITS INSPIRING MINDS ONLINE SPEAKER SERIES WHICH BROUGHT TOGETHER THOUGHT LEADERS AND CONTEMPLATIVES TO ENGAGE WITH ONE ANOTHER AND THE AUDIENCE IN EXPLORING THE ROLE OF THE MIND IN HUMAN FLOURISHING. TWO SESSIONS WERE HELD REACHING AN AUDIENCE OF OVER 1,800. ALSO IN 2022, MIND & LIFE CELEBRATED IT'S 35TH ANNIVERSARY WITH A SERIES OF EVENTS, INCLUDING ONE IN PERSON EVENT IN APRIL, SHARING MIND & LIFE'S ENDURING IMPACT AND OFFERING OPPORTUNITIES TO DEEPLY ENGAGE WITH CONTEMPLATIVE SCIENCE INSIGHTS IN ADDITION, 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. 919038 217819 2869564 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 54 0 1 25 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 0.50 X 0 0 0 AARON STERN DIRECTOR 0.50 X 0 0 0 LISETTE COOPER DIRECTOR 0.50 X 0 0 0 SONA DIMIDJIAN DIRECTOR 0.50 X 0 0 0 JACK KORNFIELD DIRECTOR 0.50 X 0 0 0 OWSLEY BROWN III DIRECTOR 0.50 X 0 0 0 CONSTANCE KEMMERER DIRECTOR 0.50 X 0 0 0 THUPTEN JINPA LANGRI CHAIR OF BOARD 1.25 X X 40000 0 0 CAROLYN JACOBS SECRETARY 0.50 X X 0 0 0 MARTIN DAVIDSON VICE CHAIR AND TREASURER 0.50 X X 0 0 0 SUSAN BAUER-WU PRESIDENT 40.00 X X 247980 0 42165 MARGARET GUGGENHEIMER DIRECTOR OF ADVANCEMENT 40.00 X 113371 0 11521 WENDY HASENKAMP SCIENCE DIRECTOR 40.00 X 111717 0 8016 RYAN STAGG DIRECTOR OF DIGITAL STRATEGY 40.00 X 112179 0 10058 KRISTA WEIH DIRECTOR OF GRANTS & EVENTS 40.00 X 124130 0 12971 749377 0 84731 5 0 1 0 0 409877 2662659 2501 3072536 REGISTRATIONS & FEES 900099 86092 86092 MARKETING/PROMOTION RE 900099 67 67 86159 80768 80768 23762 23762 57079 0 65 57079 -65 57014 57014 3320239 86159 0 161544 691954 691954 834108 559993 141028 133087 925371 630742 155466 139163 42226 28714 6967 6545 129362 87966 21345 20051 127391 86626 21019 19746 6340 5370 970 79565 19891 47739 11935 322763 284453 11504 26806 127666 119387 1649 6630 51168 39440 11728 75995 33174 32206 10615 157420 134005 16098 7317 16973 12221 2376 2376 9915 6752 1641 1522 PROGRAMS 101228 100942 286 ADMINISTRATION 56318 27934 15233 13151 3755763 2869564 475241 410958 2109573 1118567 345968 282875 52692 80120 53374 40144 23094 13230 7491664 6688710 14358 411977 10037349 8595479 150510 198622 944749 624830 30573 60805 1370741 880741 2496573 1764998 X 5359748 5119051 2181028 1711430 7540776 6830481 10037349 8595479 -435524 -274771 0 X 0 1 X 1 0 X 4756552 3340404 2716274 4672305 3107551 18593086 391480 97783 119572 293218 86159 988212 5148032 3438187 2835846 4965523 3193710 19581298 184353 120004 125050 1150232 189189 1768828 0 184353 120004 125050 1150232 189189 1768828 17812470 97187 170370 141820 99314 104530 613221 97187 170370 141820 99314 104530 613221 1321 16842 26905 20115 57676 122859 5246540 3625399 3004571 5084952 3355916 20317378 0.87670 0.89080 0.03020 0.02910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53374 40144 13230 13230 CONDITIONAL CONTRIBUTIONS 880741 880741 X 3045468 -274771 -274771 3320239 0 3320239 3755763 0 3755763 0 3755763 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 16 691954 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 PRESIDENT 247980 0 0 0 0 0 0 0 42165 0 290145 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