2021-11-15T19:17:15-06:00 2020-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA NEW YORK NY 10004 990 2020-01-01 010597067 THE GARRISON INSTITUTE INC GARR 8454244800 PO BOX 532 GARRISON NY 10524 JONATHAN FP ROSE TREASURER 8454244800 2021-11-15 1 JONATHAN FP ROSE 999009999 JAMES J REILLY P00183769 2126617777 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JONATHAN FP ROSE PO BOX 532 GARRISON NY 10524 2791615 0 X WWW.GARRISONINSTITUTE.ORG X 2001 NY DEDICATED TO THE APPLICATION OF CONTEMPLATIVE METHODS FOR THE BENEFIT OF CIVIL SOCIETY. 4 4 34 4 0 0 895319 1589334 3094830 1198996 324 135 -70300 3150 3920173 2791615 0 0 0 0 1904832 1848572 26551 6400 189134 2314751 1461708 4246134 3316680 -325961 -525065 1113062 440230 893523 745756 219539 -305526 X SEE SCHEDULE O 1 0 2323081 1200146 RETREATS AT THE GARRISON INSTITUTE: WE HOSTED MORE THAN 5500 PEOPLE FROM AROUND THE WORLD WHO ATTENDED RETREATS WITH SOME OF THE WORLD'S MOST NOTED CONTEMPLATIVE MASTERS. THESE TEACHERS EXPLORE THE INTERSECTION OF PERSONAL AND SOCIAL TRANSFORMATION. WE BELIEVE THAT BY FOCUSING OUR EFFORTS ON LEADERSHIP & CONTEMPLATION IN THE WORKPLACE; SCIENCE, PSYCHOLOGY & RELATIONSHIPS; ENVIRONMENT & SUSTAINABILITY; SOCIAL JUSTICE; EDUCATION; CAREGIVERS; THE ARTS; AND END OF LIFE OR HOSPICE AND PALLIATIVE CARE AND BY CONNECTING THEM WITH A COMMON THREAD OF CONTEMPLATION WE CAN UNCOVER THE WISDOM THAT IS URGENTLY NEEDED FOR HUMANITY TO UNDERSTAND, ACT, AND FLOURISH IN THE COMPLEX TIMES IN WHICH WE LIVE. 258301 CARE FOR THE CAREGIVERS: THE GARRISON INSTITUTE OFFERS RESILIENCE TRAININGS FOR DIRECT SERVICES PROFESSIONALS THROUGH OUR CONTEMPLATIVE BASED RESILIENCE (CBR) PROJECT. THESE EVIDENCE-BASED TRAININGS GIVE SOCIAL WORKERS, HUMANITARIAN AID WORKERS, JOURNALISTS, LAWYERS, SOCIAL ACTIVISTS, AND SENIOR MANAGERS IN THESE FIELDS THE CHANCE TO DECOMPRESS WHILE LEARNING PRACTICAL SKILLS TO IMPROVE THEIR ABILITY TO MANAGE CHRONIC STRESS AND AVOID BURNOUT. 65436 TRANSFORMATIONAL AND CONTEMPLATIVE ECOLOGY: CLIMATE, MIND AND BEHAVIOR WHILE LEARNING PRACTICAL SKILLS TO IMPROVE THEIR ABILITY TO MANAGE PATHWAYS TO PLANETARY HEALTH.PATHWAYS TO PLANETARY HEALTH IS OUR TRANSFORMATIONAL AND CONTEMPLATIVE ECOLOGY SIGNATURE PROGRAM. OUR PATHWAYS TO PLANETARY HEALTH PROGRAM CONVENES LEADING THINKERS AND PRACTITIONERS IN THE FIELDS OF CLIMATE CHANGE AND ENVIRONMENTAL ADVOCACY, NEURO-, BEHAVIORAL AND EVOLUTIONARY ECONOMICS, PSYCHOLOGY, SOCIAL NETWORKING, POLICY-MAKING, AND INVESTING AND SOCIAL MEDIA TO WORK TOGETHER ON WAYS TO SHIFT BEHAVIOR ON A LARGE ENOUGH SCALE TO REALIZE SUBSTANTIAL EMISSIONS REDUCTIONS. 32454 32454 2679272 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 67 0 1 34 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 JONATHAN WIESNER 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 TRUSTEE 1.00 X 0 0 0 DANIEL SIEGEL TRUSTEE 1.00 X 0 0 0 SHARON SALZBERG TRUSTEE 1.00 X 0 0 0 JONATHAN WIESNER CEO 40.00 X 191522 0 0 MARC WEISS MANAGING DIRECTOR 40.00 X 145752 0 9495 JEANNE ENGLERT DIRECTOR PEOPLE & OPERATIONS 40.00 X 109768 0 480 VALERIE BELANGER DIRECTOR OF PROGRAMS 40.00 X 120358 0 3158 567400 0 13133 4 0 1 0 MVP HEALTH CARE INC GPO BOX 26864 NEW YORK NY 10087 HEALTH INSURANCE 216215 DOLLY'S LLC PO BOX 187 GARRISON NY 10524 CATERING 177091 2 1589334 1589334 REGISTRATION FEES 900099 1086198 1086198 OTHER PROGRAM REVENUE 900099 112798 112798 1198996 135 135 2000 0 2000 2000 2000 16 0 16 16 OTHER INCOME 900099 1134 1134 1134 2791615 1200146 0 2135 346769 270980 51674 24115 1131820 884453 168659 78708 18353 14342 2735 1276 298113 233097 44432 20584 53517 41820 7975 3722 12093 8318 2517 1258 64270 44208 13379 6683 6400 6400 117188 85699 16929 14560 39558 30036 5485 4037 149138 116327 22371 10440 281745 239824 33170 8751 7640 7258 382 38355 26617 9227 2511 DIRECT PROGRAM COST 436655 435951 704 FOOD SERVICES 145254 145254 COMMUNICATIONS 75837 9726 61713 4398 HOUSEKEEPING 68140 67433 707 25835 17929 6215 1691 3316680 2679272 448274 189134 466445 91256 376714 21850 124878 48212 34500 2000 995084 702460 94813 292624 1113062 440230 108121 163005 785402 0 582751 893523 745756 X 143711 -335903 75828 30377 219539 -305526 1113062 440230 -525065 0 X 0 1 X 1 0 X 1265491 1055593 1150632 895319 1589334 5956369 2848338 3247096 3670129 3094830 1200146 14060539 4113829 4302689 4820761 3990149 2789480 20016908 865532 295611 697404 436880 496502 2791929 0 865532 295611 697404 436880 496502 2791929 17224979 51 16994 21824 5964 2135 46968 51 16994 21824 5964 2135 46968 25610 2460 915 1000 1134 31119 4139490 4322143 4843500 3997113 2792749 20094995 0.85720 0.85550 0.00230 0.00210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 75828 33693 79144 30377 45000 75828 45000 75828 45000 45000 45000 45000 45000 45000 25000 25000 1.00000 0 0 443134 196979 246155 448276 401807 46469 103674 103674 0 292624 SBA PPP LOAN 291615 REFUNDABLE ADVANCES 291136 582751 3191615 400000 400000 2791615 0 2791615 3716680 400000 400000 3316680 0 3316680 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 JONATHAN WIESNER CEO 191522 0 0 0 0 0 0 0 0 0 191522 0 0 0 MARC WEISS MANAGING DIRECTOR 145352 0 0 0 400 0 0 0 9495 0 155247 0 0 0 PART III - LINE 1 THE MISSION OF THE GARRISON INSTITUTE (THE "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 ALSO 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) CARE FOR TEACHERS, TO HELP TEACHERS, OTHER EDUCATORS AND ADMINISTRATORS LEARN NOW TO REDUCE STRESS AND ENLIVEN THEIR TEACHING, 3) 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. 4) 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. FORM 990, PART III, LINE 2 THE GARRISON INSTITUTE LAUNCHED A NEW PROGRAM INITIATIVE AREA, THE GARRISON INSTITUTE FELLOWSHIP WHICH IS CURRENTLY A TWO-YEAR PROGRAM FOCUSED ON CONTEMPLATIVE-BASED LEADERSHIP LED BY DIRECTOR, DR. ANGEL ACOSTA. THE INAUGURAL COHORT OF ELEVEN FELLOWS 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. THIS INITIAL COHORT CONTRIBUTES TO THE DEVELOPMENT OF A CO-CREATED METHODOLOGY AND CURRICULUM THAT WILL SERVE AS THE FOUNDATION FOR POTENTIAL FUTURE COHORTS. 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.