2023-11-14T22:14:29-06:00 2022-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2022-01-01 010597067 THE GARRISON INSTITUTE GARR 8454244800 PO BOX 532 GARRISON NY 10524 JONATHAN FP ROSE TREASURER 8454244800 2023-11-14 1 JONATHAN FP ROSE 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X JONATHAN FP ROSE PO BOX 532 GARRISON NY 10524 3582995 0 X WWW.GARRISONINSTITUTE.ORG X 2001 NY DEDICATED TO THE APPLICATION OF CONTEMPLATIVE METHODS FOR THE BENEFIT OF CIVIL SOCIETY. 4 4 21 4 0 0 2380699 2271692 388551 1289604 16 6 9894 21693 2779160 3582995 0 0 0 0 1256783 1220140 0 0 274541 1178183 2037539 2434966 3257679 344194 325316 591105 916595 552437 552611 38668 363984 X SEE SCHEDULE O 0 0 1308126 1003864 THE RETREAT CENTER AT GARRISON INSTITUTE REOPENED FULLY FOR IN PERSON RETREATS AFTER THE FIRST QUARTER 2022. DURING THE REMAINDER OF THE YEAR THE INSTITUTE HOSTED 25 RETREATS AND EVENTS WITH MANY SPIRITUAL MASTER TEACHERS WHO WORK IS FOCUSED ON EXPLORING THE INTERSECTION OF PERSONAL AND SOCIAL TRANSFORMATION. THE INSTITUTE HOSTED SEVERAL THOUSAND ATTENDEES TO ATTEND MOSTLY LARGER AND LONGER OFFERINGS. THE RETREAT CENTER MODEL ALSO SHIFTED TO INCLUDE MANAGING AND ABSORING THE BUILDING EXPENSES INCLUDING FULL MAINTENANCE, HOUSEKEEPING, UTILITIES AND OTHER RELATED COSTS. 269044 219200 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." THIS GIVES FRONT LINE WORKERS THE PRACTICAL SKILLS TO IMPROVE THEIR ABILITY TO MANAGE CHRONIC STRESS AND BURNOUT WHILE CONTINUING TO SERVER THEIR COMMUNITIES. 231801 THE GARRISON INSTITUTE FELLOWSHIP PROGRAM COMPLETED ITS FIRST FULL TWO-YEAR COHORT IN THE FALL OF 2022. THIS COHORT OF 11 FELLOWS INCLUDED ACTIVISTS, RESEARCHERS, HEALERS, ARTISTS AND TRAUMA-INFORMED CAREGIVERS. 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. 279439 66540 OTHER PROGRAMS 279439 66540 2088410 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 67 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 NY AL AR CA CO CT DC FL GA HI IL KS KY ME MD MA MI MN MS NV NH NH NM NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI 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 0 0 0 DANIEL SIEGEL BOARD MEMBER 1.00 X 0 0 0 JONATHAN WIESNER BOARD MEMBER/SECRETARY 1.00 X 0 0 0 JEANNE ENGLERT CHIEF OPERATIONS OFFICER 40.00 X 124804 0 26420 ANTHONY CISNEROS DIRECTOR, PPH PROGRAM 40.00 X 121350 0 6814 246154 0 33234 2 0 1 0 INTERIM EXECUTIVE SOLUTIONS 1188 BEACON ST UNIT B NEWTON MA 02461 149062 DAREL FROST 27 E 124TH ST APT 4D NEW YORK NY 10035 107550 DEVELOPMENT GUILD ONE BOSTON PLACE STE 2600 BOSTON MA 02108 100283 3 342520 1929172 2271692 REGISTRATION FEES 900099 1070404 1070404 OTHER PROGRAM REVENUE 900099 219200 219200 1289604 6 6 1200 0 1200 1200 1200 OTHER INCOME 900099 20493 20493 20493 3582995 1310097 0 1206 737206 430258 219481 87467 11463 6690 3413 1360 405521 70828 320288 14405 65950 38490 19635 7825 14990 3119 7482 4389 63423 13198 31655 18570 252661 49845 119301 83515 32062 23536 4895 3631 470344 399793 23517 47034 257150 254590 1310 1250 2193 2193 53788 48774 3127 1887 DIRECT PROGRAM COST 652786 651622 1164 COMMUNICATIONS 155962 16450 137492 2020 HOUSEKEEPING 48333 48333 ALL OTHER EXPENSES 33847 30691 1968 1188 3257679 2088410 894728 274541 98313 161954 69717 106028 90430 344632 10820 0 1115930 811949 321825 303981 591105 916595 138297 474576 71620 78035 342520 0 552437 552611 X -102287 211484 140955 152500 38668 363984 591105 916595 325316 0 X 0 1 X 1 0 X 1150632 895319 1589334 2380699 2271692 8287676 3670129 3094830 1200146 388551 1289604 9643260 4820761 3990149 2789480 2769250 3561296 17930936 697404 436880 496502 1053351 1010029 3694166 0 697404 436880 496502 1053351 1010029 3694166 14236770 21824 5964 2135 966 1206 32095 21824 5964 2135 966 1206 32095 915 1000 1134 8944 20493 32486 4843500 3997113 2792749 2779160 3582995 17995517 0.79110 0.83760 0.00180 0.00260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 140955 137500 125955 152500 30377 150561 39983 140955 75828 33693 79144 30377 45000 75828 45000 75828 45000 45000 45000 45000 1.00000 0 0 524086 271659 252427 488170 436616 51554 103674 103674 0 303981 3982995 400000 400000 3582995 0 3582995 3657679 400000 400000 3257679 0 3257679 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. X X 0 0 0 0 0 0 0 0 0 JEANNE ENGLERT CHIEF OPERATIONS OFFICER 124804 0 0 0 0 0 480 0 25940 0 151224 0 0 0 PART III - LINE 1 THE MISSION OF THE GARRISON INSTITUTE IS TO APPLY THE WISDOM THAT ARISES FROM CONTEMPLATION AND INSIGHTS DERIVED FROM SCIENCE TO TODAY'S PRESSING SOCIAL AND ENVIRONMENTAL ISSUES TO CREATE A MORE COMPASSIONATE AND RESILIENT FUTURE. WE ENVISION A WORLD IN WHICH THE RECOGNITION OF INTERDEPENDENCE AND THE VITAL IMPORTANCE OF ALTRUISM CULTIVATED BY CONTEMPLATION AND SUPPORTED BY SCIENCE GENERATES SYSTEMIC SOCIAL AND ENVIRONMENTAL CHANGE. THE GARRISON INSTITUTE HOSTS SELECT RETREATS WITH PEOPLE FROM AROUND THE WORLD THAT ARE LED BY NOTED CONTEMPLATIVE MASTERS AND TEACHERS. THE GARRISON INSTITUTE CONDUCTS PROGRAMMATIC INITIATIVES IN THE AREAS OF 1) CONTEMPLATIVE BASED RESILIENCE WORKING WITH FRONT LINE WORKS, INCLUDING SOCIAL WORKERS AND HUMANITARIAN AID WORKERS TO PROVIDE TOOLS TO MANAGE VICARIOUS TRAUMA.2) PATHWAYS TO PLANETARY HEALTH WHICH EXPLORES AND PROMOTES A REGENERATIVE PARADIGM THAT NURTURES THE HEALTH OF THE WHOLE, SIMULTANEOUSLY OPTIMIZING HUMAN-WELL-BEING AND PRESERVING THE BIOSPHERE. 3) THE GARRISON INSTITUTE FELLOWSHIP, A CONTEMPLATIVE-BASED LEADERSHIP TRAINING PROGRAM GROUNDED BY FOUR CORE PILLARS: AWARENESS-BASED CONTEMPLATIVE WISDOM, THE SCIENCE OF INTERCONNECTION, GENERATIVE ACTION, AND COLLECTIVE HEALING. 4) THE COMPASSION AND LEADERSHIP IN FINANCE (CLIF) PROGRAM WHO FOCUSES ON WORKING WITH THOSE IN THE FINANCIAL INDUSTRY TO UNLOCK AND STRENGTHEN COMPASSIONATE LEADERSHIP SKILLS AND COMPETENCES. THUS TRANSFORMING THE SECTOR INTO A FORCE FOR GOOD. 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 AN ANNUAL UPDATE AND REVIEW OF THE CONFLICT-OF-INTEREST DISCLOSURES ARE CONDUCTED BY THE INSTITUTE. BOARD MEMBERS MUST DISCLOSE POTENTIAL CONFLICTS AS SOON AS THEY BECOME AWARE OF THEM. ALL POTENTIAL CONFLICTS ARE ADDRESSED BY THE BOARD IMMEDIATELY. 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.