2022-08-04T22:03:33-05:00 2021-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2021-01-01 770284767 MIND & LIFE INSTITUTE MIND 4349390001 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 229012824 SUSAN BAUER-WU PRESIDENT 4349390001 2022-07-26 1 SUSAN BAUER-WU 999009999 VIRGINIA R BELCHER P00421964 8047470000 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X SUSAN BAUER-WU 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 229012824 5675195 0 X WWW.MINDANDLIFE.ORG X 1991 CA BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM TO FOSTER INSIGHT AND INSPIRE ACTION TOWARD FLOURISHING. 10 10 28 45 0 0 2716274 4672305 119572 293218 156176 42416 32816 55812 3024838 5063751 712324 737409 0 0 1639151 2035670 0 0 455928 789380 449885 3140855 3222964 -116017 1840787 8762731 10037349 3062742 2496573 5699989 7540776 X BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM TO FOSTER INSIGHT AND INSPIRE ACTION TOWARD FLOURISHING. 0 0 330308 118160 RESEARCH INSTITUTES: OUR 18TH ANNUAL SUMMER RESEARCH INSTITUTE, WAS HELD IN JUNE 2021 AND WAS ENTITLED "THE MIND, THE HUMAN-EARTH CONNECTION, AND THE CLIMATE CRISIS." THE ONLINE FORMAT ALLOWED US TO WELCOME OVER 260 PARTICIPANTS FROM 30 COUNTRIES AND 6 CONTINENTS. TO MAKE THE EVENT ACCESSIBLE WE REMOVED APPLICATION FEES AND MADE SCHOLARSHIPS WIDELY AVAILABLE. 103462 49359 ONLINE SPEAKER SERIES: WE PILOTED THE FIRST ONLINE SPEAKER SERIES TO PROVIDE AN EXPANDED AUDIENCE WITH AN ASYNCHRONOUS, ALTERNATIVE WAY OF ACCESSING SUMMER RESEARCH INSTITUTE(SRI) CONTENT DESIGNED FOR THOSE WHO COULD NOT PARTICIPATE IN THE LIVE, IMMERSIVE EXPERIENCE OF SRI. OVER 685 PARTICIPANTS REPRESENTING 51 COUNTRIES REGISTERED FOR THE SERIES. AFTER THE EVENT, WE DEVELOPED A 10-HOUR, SELF-PACED, ONLINE COURSE FEATURING SRI RECORDINGS, REFLECTION QUESTIONS, AND A LIVE SESSION WITH A SPEAKER THAT WILL BE OFFERED IN 2022. 946878 737409 GRANT PROGRAMS: IN 2021, MIND & LIFE OFFERED 3 GRANT PROGRAMS, AWARDING A TOTAL OF 23 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). MIND & LIFE THINK TANKS GRANTS ARE 2- TO 3-DAY INCUBATOR-TYPE MEETINGS OF A SMALL, MULTI-DISCIPLINARY AND DIVERSE GROUP OF EXPERTS, FOCUSED ON MEETING A PARTICULAR PROJECT OR PROBLEM WITHIN A CONTEMPLATIVE STUDIES. 183276 66000 MIND & LIFE PODCAST: IN 2021 THE MIND & LIFE PODCAST ENTITLED "MIND & LIFE" CONTINUED WITH SEASONS 3 & 4 WITH 20 ONE-HOUR LONG EPISODES WITH OVER 280,000 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. 80833 167139 ONLINE SUMMIT: IN MAY 2021, MIND & LIFE HOSTED OUR FIRST ONLINE SUMMIT ON THE SCIENCE & WISDOM OF EMOTIONS IN PARTNERSHIP WITH THE AWAKE NETWORK TO HONOR THE 20TH ANNIVERSARY OF OUR "DESTRUCTIVE EMOTIONS" DIALOGUE WITH THE DALAI LAMA. REFLECTING GROWING INTEREST IN THE CULTIVATION OF EMOTIONAL WELL-BEING, OVER 100,000 PEOPLE IN 140 COUNTRIES JOINED US FOR THIS FREE ONLINE EVENT. DRAWING FROM EXTENSIVE SCIENTIFIC RESEARCH, CONTEMPLATIVE WISDOM, AND INDIGENOUS TRADITIONS, THE FOUR-DAY EVENT MADE CLEAR THAT THE BENEFITS OF EMOTIONAL AWARENESS EXTEND WELL BEYOND THE INDIVIDUAL, WITH THE ABILITY TO ADDRESS COLLECTIVE CHALLENGES FROM RACIAL INJUSTICE TO CREATING MORE EQUITABLE LEARNING ENVIRONMENTS. 185731 79947 ONLINE COURSE: IN PARTNERSHIP WITH WISDOM PUBLICATIONS, MIND & LIFE CO-CREATED THE ONLINE COURSE "ILLUMINATING THE MIND", WHICH WAS LAUNCHED IN NOVEMBER 2021. USING ARCHIVAL FOOTAGE FROM MIND & LIFE'S DIALOGUES WITH HIS HOLINESS THE DALAI LAMA, THIS COURSE PROVIDES AN EDUCATIONAL JOURNEY THROUGH A CURATED SERIES OF DIALOGUES FOCUSED ON INSIGHTS AROUND THE TOPICS OF ATTENTION, PERCEPTION, AND SELF. EACH LESSON ALSO INCLUDES READINGS AND DISCUSSION AMONGST PARTICIPANTS. 523 REGISTERED FOR THE COURSE AND MAY BE RELAUNCHED ANNUALLY FOR NEW REGISTRANTS. 66390 100000 MENTORING & EQUITY, DIVERSITY & INCLUSION: MIND & LIFE CONTINUED WITH ITS ONGOING EQUITY, DIVERSITY & INCLUSION WORK BY BEGINNING TO DEVELOP THE GLOBAL MAJORITY LEADERSHIP AND MENTORING PROGRAM TO SUPPORT AND GROW THE POOL OF GLOBAL MAJORITY (YOUNG INVESTIGATORS IN CONTEMPLATIVE RESEARCH), LAUNCHING IN 2022. 135492 14987 INSPIRING MINDS: IN 2021, MIND & LIFE CONTINUED WITH INSPIRING MINDS: AN ONLINE SERIES BRINGING TOGETHER THOUGHT LEADERS AND CONTEMPLATIVES TO ENGAGE WITH ONE ANOTHER AND THE AUDIENCE IN EXPLORING THE ROLE OF THE MIND IN HUMAN FLOURISHING. EACH HEARTFELT CONVERSATION LED BY MIND & LIFE'S HOST, SHANKARI GOLDSTEIN INCLUDES A GUIDED MEDITATION AND ARTISTIC OFFERING, AND INSPIRES PARTICIPANTS WITH A CALL-TO-ACTION TO BE A FORCE FOR POSITIVE CHANGE. A RECORDING OF THE LIVE EVENT IS MADE AVAILABLE TO REGISTRANTS AFTER EACH LIVE EVENT. 5 CONVERSATIONS WERE HELD WITH OVER 4,800 REGISTRANTS 87648 10376 CONVERSATIONS WITH THE DALAI LAMA: IN JANUARY 2021, MIND & LIFE HOSTED THE DALAI LAMA WITH GRETA THUNBERG AND LEADING SCIENTISTS: A CONVERSATION ON THE CRISIS OF CLIMATE FEEDBACK LOOPS AS THE OFFICIAL LAUNCH OF THE FILM SERIES "CLIMATE EMERGENCY: FEEDBACK LOOPS" NARRATED BY RICHARD GERE. JOINING THE CONVERSATION WERE CLIMATE SCIENTISTS SUSAN NATALI AND WILLIAM MOOMAW, MODERATOR DIANA CHAPMAN WALSH, AND TRANSLATOR MIND & LIFE BOARD CHAIR THUPTEN JINPA.THE FREE ONLINE LIVESTREAM REACHED A GLOBAL AUDIENCE OF OVER 775,000 PEOPLE, AND HAS INSPIRED TWO BOOKS: A GERMAN-LANGUAGE BOOK RELEASED IN EUROPE WITH PUBLISHER EDITION A IN NOVEMBER 2021 AND AN ENGLISH-LANGUAGE BOOK TO BE RELEASED IN THE UNITED STATES WITH SHAMBHALA PUBLICATIONS IN 2023. 195839 290525 OTHER PROGRAMS: IN 2021 PLANNING BEGAN TO DESIGN A PROJECT ENTITLED "INSIGHTS PROJECT", A WEB-BASED PLATFORM DESIGNED TO ELEVATE CORE INSIGHTS INSPIRED FROM MIND & LIFE'S HISTORY AND IN CELEBRATION OF OUR 35TH ANNIVERSARY OF THE ORGANIZATION. THE 17 INSIGHTS TO BE FEATURED ENCOMPASS BOTH FOUNDATIONAL CONCEPTS (E.G., THE COMING TOGETHER OF BUDDHISM AND SCIENCE, THE STABLE SELF AS AN ILLUSION, HOW THE MIND CAN CHANGE), AND APPLICATIONS (E.G., MENTAL HEALTH, ADDICTION, EDUCATION). IN ADDITION, EFFORTS CONTINUED TO ENGAGE A MORE DIVERSE AUDIENCE IN OUR WORK THROUGH SCHOLARSHIP AWARDS PROVIDING OVER 200 SCHOLARSHIPS TO PROGRAM PARTICIPANTS AND INCREASING REPRESENTATION OF SPEAKERS FROM THE GLOBAL MAJORITY IN ALL OF OUR PROGRAMMATIC OFFERINGS. 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. 935209 728974 2315857 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 29 0 1 28 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 OWSLEY BROWN III DIRECTOR 1.25 X 0 0 0 CONSTANCE KEMMERER 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 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 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 PRESIDENT 40.00 X X 240600 0 47018 MARGARET GUGGENHEIMER DIRECTOR OF ADVANCEMENT 40.00 X 135467 0 11674 WENDY HASENKAMP SCIENCE DIRECTOR 40.00 X 108800 0 7582 RYAN STAGG DIRECTOR OF DIGITAL STRATEGY 40.00 X 100691 0 10295 KRISTA WEIH DIRECTOR OF GRANTS & EVENTS 40.00 X 121414 0 16283 746972 0 92852 5 0 1 0 0 274965 4397340 4672305 REGISTRATIONS & FEES 900099 286890 286890 MARKETING/PROMOTION RE 900099 6328 6328 293218 65117 65117 34197 34197 588146 597 611444 0 -23298 597 -22701 -22701 OTHER INCOME 900099 21615 21615 21615 5063751 314833 0 76613 737409 737409 839824 521444 150297 168083 924695 579731 173762 171202 24739 15510 4649 4580 125854 78903 23650 23301 120558 75583 22654 22321 3102 1500 1602 46914 9127 33096 4691 81185 68276 12909 28366 19456 2484 6426 112993 71077 21153 20763 8905 4565 3368 972 28680 20076 4589 4015 9807 6149 1846 1812 PROGRAMS 87557 87557 ADMINISTRATION 42376 19494 8029 14853 3222964 2315857 451179 455928 1261583 2109573 320940 345968 4032 52692 68176 165187 142093 44897 23094 7048745 7491664 14358 14358 8762731 10037349 108631 150510 988779 944749 13281 30573 1952051 1370741 3062742 2496573 X 4940743 5359748 759246 2181028 5699989 7540776 8762731 10037349 1840787 0 X 0 1 X 1 0 X 3424186 4756552 3340404 2716274 4672305 18909721 106435 391480 97783 119572 293218 1008488 3530621 5148032 3438187 2835846 4965523 19918209 184353 120004 125050 1150232 1579639 0 184353 120004 125050 1150232 1579639 18338570 89427 97187 170370 141820 99314 598118 89427 97187 170370 141820 99314 598118 6201 1321 16842 26905 20115 71384 3626249 5246540 3625399 3004571 5084952 20587711 0.89080 0.94020 0.02910 0.03370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 165187 142093 23094 23094 CONDITIONAL CONTRIBUTIONS 1370741 1370741 X 5063751 0 5063751 0 5063751 3222964 0 3222964 0 3222964 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 23 737409 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 240600 0 0 0 0 0 30000 0 17018 0 287618 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