2022-11-15T15:46:26-06:00 2021-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2021-01-01 010597067 THE GARRISON INSTITUTE INC GARR 8454244800 PO BOX 532 GARRISON NY 10524 JONATHAN FP ROSE TREASURER 8454244800 2022-11-15 1 JONATHAN FP ROSE 999009999 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JONATHAN FP ROSE PO BOX 532 GARRISON NY 10524 2779160 0 X WWW.GARRISONINSTITUTE.ORG X 2001 NY DEDICATED TO THE APPLICATION OF CONTEMPLATIVE METHODS FOR THE BENEFIT OF CIVIL SOCIETY. 4 4 23 4 0 0 1589334 2380699 1198996 388551 135 16 3150 9894 2791615 2779160 0 0 0 0 1848572 1256783 6400 0 127760 1461708 1178183 3316680 2434966 -525065 344194 440230 591105 745756 552437 -305526 38668 X SEE SCHEDULE O 1 0 504912 RETREATS AT THE GARRISON INSTITUTE: IN 2021, WE HOSTED ONSITE RETREATS IN OUR HUDSON VALLEY CENTER, A FORMER CAPUCHIN MONASTERY, FOR THOSE WHO ARE EXPLORING THE WISDOM, VALUES AND INSIGHT GAINED THROUGH DEEP CONTEMPLATIVE PRACTICES TO CATALYZE PERSONAL AND SOCIAL TRANSFORMATION. 333321 CARE FOR THE CAREGIVERS: OUR CONTEMPLATIVE-BASED RESILIENCE PROJECT (CBR) OFFERS HEALTH CARE PROVIDERS, SOCIAL WORKERS, HUMANITARIAN AID WORKERS, LEGAL AID WORKERS, FIRST RESPONDERS, GOVERNMENT OFFICIALS AND OTHERS IN THE HELPING PROFESSIONS SOME TRIED AND TESTED TOOLS TO HELP BUILD RESILIENCE. SINCE 2004, CBR HAS OFFERED TRAININGS TO DIRECT SERVICE PROVIDERS AROUND THE WORLD. THROUGH MEDITATION, GENTLE MOVEMENT EXERCISES, COMPASSION PRACTICES, AND PSYCHOSOCIAL EDUCATION ON THE IMPACT OF STRESS, PARTICIPANTS LEARN HOW TO FIND WITHIN THEMSELVES THE "ABCS OF RESILIENCE": AWARENESS, BALANCE, AND CONNECTION. 254033 UNDER OUR COMPASSIONATE LEADERSHIP INITIATIVE, THE GARRISON INSTITUTE FELLOWSHIP IS A CONTEMPLATIVE-BASED LEADERSHIP TRAINING PROGRAM GROUNDED BY FOUR CORE PILLARS: AWARENESS-BASED CONTEMPLATIVE WISDOM, THE SCIENCE OF INTERCONNECTION, GENERATIVE ACTION, AND COLLECTIVE HEALING. THE INAUGURAL COHORT OF ELEVEN FELLOWS (LAUNCHED IN 2020) INCLUDES ACTIVISTS, RESEARCHERS, HEALERS, ARTISTS, TRAUMA-INFORMED CARE PRACTITIONERS, AND CONTEMPLATIVE TEACHERS WHO REPRESENT THE NEXT GENERATION OF DIVERSE LEADERSHIP IN OUR MOVEMENT FOR A MORE COMPASSIONATE, RESILIENT FUTURE. 284403 388551 -VIRTUAL -PATHWAYS TO PLANETARY HEALTH 284403 388551 1376669 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 66 0 1 23 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 X JEANNE JOHNSON THE INSTITUTE 8454244800 PO BOX 532 GARRISON NY 10524 X JONATHAN FP ROSE BOARD CHAIR/TREASURER 1.00 X X 0 0 0 DIANA CALTHORPE ROSE TRUSTEE 1.00 X 0 0 0 DANIEL SIEGEL TRUSTEE 1.00 X 0 0 0 SHARON SALZBERG TRUSTEE/SPIRITUAL ADVISOR 1.00 X 0 0 0 JONATHAN WIESNER TRUSTEE 1.00 X 0 0 0 OSVALDO LUIS PRINCIPE CHIEF DIGITAL STRATEGY OFFICER 40.00 X 178757 0 12603 JEANNE ENGLERT CHIEF OPERATIONS OFFICER 40.00 X 116647 0 23471 LINA PASQUALE DIRECTOR OF THE CBR PROJECT 40.00 X 122842 0 0 418246 0 36074 3 0 1 0 0 291615 2089084 2380699 REGISTRATION FEES 900099 297261 297261 OTHER PROGRAM REVENUE 900099 91290 91290 388551 16 16 950 0 950 950 950 OTHER INCOME 900099 8944 8944 8944 2779160 397495 0 966 958977 348636 560716 49625 9116 3314 5330 472 207178 50146 149895 7137 81512 29634 47660 4218 23291 16355 4954 1982 69565 48848 14798 5919 26679 2781 11466 12432 33594 22823 7652 3119 143899 98080 32728 13091 182175 147244 29109 5822 2199 190 2009 55701 36206 13925 5570 DIRECT PROGRAM COST 429263 424492 4654 117 COMMUNICATIONS 180525 125151 39553 15821 ALL OTHER EXPENSES 24350 15827 6088 2435 HOUSEKEEPING 6942 6942 2434966 1376669 930537 127760 91256 98313 21850 69717 34500 90430 10820 1079986 758161 292624 321825 440230 591105 163005 138297 71620 582751 342520 745756 552437 X -335903 -102287 30377 140955 -305526 38668 440230 591105 344194 0 X 0 1 X 1 0 X 1055593 1150632 895319 1589334 2380699 7071577 3247096 3670129 3094830 1200146 388551 11600752 4302689 4820761 3990149 2789480 2769250 18672329 295611 697404 436880 496502 1053351 2979748 0 295611 697404 436880 496502 1053351 2979748 15692581 16994 21824 5964 2135 966 47883 16994 21824 5964 2135 966 47883 2460 915 1000 1134 8944 14453 4322143 4843500 3997113 2792749 2779160 18734665 0.83760 0.85720 0.00260 0.00230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30377 150561 39983 140955 75828 33693 79144 30377 45000 75828 45000 75828 45000 45000 45000 45000 45000 45000 1.00000 0 0 524086 234319 289767 452226 420168 32058 103674 103674 0 321825 SBA PPP LOAN 342520 342520 3179160 400000 400000 2779160 0 2779160 2834966 400000 400000 2434966 0 2434966 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 OSVALDO LUIS PRINCIPE CHIEF DIGITAL STRATEGY OFFICER 165757 0 0 0 13000 0 0 0 12603 0 191360 0 0 0 PART III - LINE 1 THE MISSION OF THE GARRISON INSTITUTE IS TO APPLY THE TRANSFORMATIVE POWER OF CONTEMPLATION TO TODAY'S PRESSING SOCIAL AND ENVIRONMENTAL CONCERNS, HELPING BUILD A MORE COMPASSIONATE, RESILIENT FUTURE. WORKING COLLABORATIVELY WITH PRACTITIONERS IN DIVERSE FIELDS, THE INSTITUTE DEVELOPS AND HOSTS RETREATS AND SYMPOSIA, PRODUCES RESEARCH AND PUBLICATIONS, AND PROVIDES A HUB FOR ONGOING LEARNING NETWORKS. THE INSTITUTE CONDUCTS PROGRAMMATIC INITIATIVES IN THESE KEY AREAS: CONTEMPLATIVE-BASED RESILIENCE PROJECT (CBR), WHICH OFFERS HEALTH CARE PROVIDERS, SOCIAL WORKERS, HUMANITARIAN AID WORKERS, LEGAL AID WORKERS, FIRST RESPONDERS, GOVERNMENT OFFICIALS AND OTHERS IN THE HELPING PROFESSIONS SOME TRIED AND TESTED TOOLS TO HELP BUILD RESILIENCE SO THAT THEY MAY "BE WELL TO SERVE WELL." PATHWAYS TO PLANETARY HEALTH (PPH), AN ENVIRONMENTAL INITIATIVE HELPING TO ADVANCE THE FIELD OF PLANETARY HEALTH. THIS WORK INCLUDES PROJECTS THAT INVOLVE CONDUCTING RESEARCH, HOSTING PUBLIC FORUMS, DEVELOPING LEADERSHIP PROGRAMS, AND ORGANIZING COURSES TO ADVANCE PLANETARY HEALTH. BY SHARING OUR UNDERSTANDING OF THE ACTIONS REQUIRED TO ADDRESS THIS PRESSING ISSUE, THE INSTITUTE AIMS TO CHANGE MINDSETS AND OUTCOMES. COMPASSIONATE LEADERSHIP INITIATIVE FEATURING 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. THE INAUGURAL COHORT OF ELEVEN FELLOWS REPRESENT THE NEXT GENERATION OF DIVERSE LEADERSHIP IN OUR MOVEMENT FOR A MORE COMPASSIONATE, RESILIENT FUTURE; AND THE SECOND PROGRAM, FORM 990, PART III, LINE 2 RECOGNIZING THE IMPACT THAT THE FINANCIAL SERVICES INDUSTRY HAS ON THE WORLD, IN 2021, THE GARRISON INSTITUTE LAUNCHED A NEW PROGRAM CALLED: COMPASSIONATE LEADERSHIP IN FINANCE (CLIF). THE PROGRAM TRAINS COHORTS OF FINANCIAL LEADERS TO INTEGRATE COMPASSION INTO THEIR WORK, DEVELOPING MORE RESILIENT AND EFFECTIVE CORPORATE STRATEGIES THAT ALIGN WITH THE SUSTAINABLE DEVELOPMENT GOALS. 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.