2020-06-24T14:26:07-05:00 2019-12-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2019-01-01 770284767 MIND & LIFE INSTITUTE MIND 4343387380 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 SUSAN BAUER-WU PRESIDENT 4343387380 2020-06-18 1 VIRGINIA R BELCHER P00421964 8047470000 71.63.103.223 2020-06-18 07:54:42 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B5A352E9892BDBEC6DF0A3AAFCC15343CB96CD22 2019 2021-01-29 14:40:06Z SUSAN BAUER-WU 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 3767054 0 X WWW.MINDANDLIFE.ORG X 1991 CA BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM TO FOSTER INSIGHT AND INSPIRE ACTION TOWARD FLOURISHING. 9 9 24 64 0 0 4737517 3340404 391480 97783 82111 197017 12373 33617 5223481 3668821 545367 693645 0 0 1625358 1452985 0 0 351748 1948673 1220297 4119398 3366927 1104083 301894 6951770 9160321 1437658 3344315 5514112 5816006 X BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM TO FOSTER INSIGHT AND INSPIRE ACTION TOWARD FLOURISHING. 0 0 437776 108076 RESEARCH INSTITUTES: OUR 16TH ANNUAL SUMMER RESEARCH INSTITUTE, HELD AT THE GARRISON INSTITUTE IN JUNE 2019 WAS ENTITLED "EXPLORING MENTAL HABITS: CONTEMPLATIVE PRACTICES AND INTERVENTIONS FOR INDIVIDUAL & SOCIAL FLOURISHING. THE EVENT ITSELF WAS CHARACTERIZED BY DIVERSITY OF PARTICIPANTS, WITH ATTENDEES FROM 19 COUNTRIES ACROSS 6 CONTINENTS, AND 50% OF ATTENDEES IDENTIFYING AS NON-WHITE.121 PARTICIPANTS AND 17 FACULTY WERE INCLUDED IN THIS PROGRAM. 232318 66366 MIND & LIFE CONVERSATION: WE HELD OUR INAUGURAL MIND & LIFE CONVERSATION IN OCTOBER 2019 IN DHARAMSALA, INDIA WITH A THEME OF "COMPASSION, INTERCONNECTION AND TRANSFORMATION". THE CONVERSATIONS WERE HELD BETWEEN THE DALAI LAMA AND TWO LEADING THINKERS AND SCIENTISTS FROM NORTH AMERICA AND AFRICA. THE THEMES WOVE IN TOPICS INCLUDING: BRIDGING AFRICAN WISDOM, SCIENCE, AND SPIRITUAL TRADITIONS TO REVEAL COMMON GROUND AND ACTIONABLE INSIGHTS; AS WELL AS DISCUSSIONS ABOUT A PARADIGM SHIFT IN EVOLUTIONARY SCIENCE AND THE ROLE THAT CONSCIOUS EVOLUTION CAN PLAY IN A SHARED VISION OF A WHOLE WORLD ETHIC TO UNITE PEOPLE IN PURSUIT OF THE COLLECTIVE GOOD. THE CONVERSATION STAYED TRUE TO THE ORIGINAL SPIRIT AND FORMAT OF THE EARLIEST MIND & LIFE DIALOGUES, AND WAS ALSO BROADCAST TO THE WORLD VIA MODERN LIVESTREAM TECHNOLOGY AND HAS BEEN VIEWED OVER 70,000 TIMES.. 940376 693645 GRANT PROGRAMS: IN 2019, MIND & LIFE OFFERED 3 GRANT PROGRAMS, AWARDING A TOTAL OF 20 PROJECTS IN 5 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 A PARTICULAR PROJECT OR ISSUE WITHIN THE CONTEMPLATIVE SCIENCES FIELD. 541244 111339 DIGITAL CONTENT: IN 2019 WE CONTINUED THE PROCESS OF CREATING & PUBLISHING DIGITAL DIALOGUES RELATING TO THE MIND & LIFE DIALOGUE IN BOTSWANA, AFRICA AND AS WELL AS THE DIALOGUE IN DHARAMASALA, INDIA. THE BOTSWANA DIGITAL DIALOGUE WAS PUBLISHED THIS YEAR AND DHARAMSALA DIGITAL DIALOGUE WILL BE PUBLISHED IN EARLY 2020. WE ALSO BEGAN PRODUCING THE MIND & LIFE PODCAST DIGITAL PROGRAM. HOSTED BY SCIENCE DIRECTOR, WENDY HASENKAMP, THE SHOW WILL SHARE THE LATEST FRONTIERS OF CONTEMPLATIVE SCIENCE AND EXPLORE FUNDAMENTAL QUESTIONS THAT ARISE THROUGH BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM.ALSO, WHILE WE WERE IN DHARAMSALA IN OCTOBER OF 2019, WE FILMED THIS EVENT AND PLAN TO PRODUCE A SHORT FILM IN 2020 AROUND THIS MLI CONVERSATION OF "COMPASSION, INTERCONNECTION AND TRANSFORMATION." 344928 34333 OTHER PROGRAMS: MIND & LIFE DEVELOPS PROGRAMMING IDEAS AND EVENT THEMES WITH THE ASSISTANCE OF A STEERING COUNCIL COMPRISED 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. MIND & LIFE PRODUCES PRINT AND DIGITAL PUBLICATIONS TO SHARE THE STORIES AND OUTCOMES OF MANY OF OUR EVENTS. ADDITIONALLY, IN 2019 WE CONTINUED TO DRAW A DIVERSE PARTICIPANT POOL AT OUR RESEARCH INSTITUTES WITH 50% SELF-IDENTIFYING AS UNDERREPRESENTED AS TO RACE OR ETHNICITY, AND WE AWARDED 42 SCHOLARSHIPS TOTALING $37,936 TO RESEARCH INSTITUTE AND MLI CONVERSATION PARTICIPANTS, REPRESENTING 12 COUNTRIES AND 5 CONTINENTS. WE ALSO BEGAN THE PLANNING FOR OUR BI-ANNUAL CONTEMPLATIVE RESEARCH CONFERENCE FOR 500 PARTICIPANTS WITH THE THEME OF "THE STATE OF THE FIELD: DISCOVERIES, OPPORTUNITIES AND CHALLENGES". THIS WILL BE HELD IN NOVEMBER 2020. 886172 145672 2496642 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 40 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THE ORGANIZATION 4343387380 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 THUPTEN JINPA LANGRI CHAIR OF BOARD 2.50 X X 40000 0 0 MARTIN DAVIDSON 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 CAROLYN JACOBS SECRETARY 2.50 X X 0 0 0 RAYMOND GELLEIN TREASURER 2.50 X X 0 0 0 LISETTE COOPER DIRECTOR 1.25 X 0 0 0 SUSAN BAUER-WU PRESIDENT 40.00 X X 236500 0 16548 VIVI ROGERS DIRECTOR OF ADMIN & FINANC 40.00 X 108500 0 9057 PHIL WALKER DIRECTOR OF COMMUNICATIONS 40.00 X 106696 0 6789 KRISTA WEIH DIRECTOR OF PROGRAMS & EVENTS 40.00 X 106184 0 18733 597880 0 51127 4 0 1 0 0 3340404 3340404 REGISTRATIONS & FEES 900099 73199 73199 MARKETING/PROMOTION RE 900099 13469 13469 APPLICATION FEES 900099 11115 11115 97783 153595 153595 16775 16775 141564 91 98233 0 43331 91 43422 43422 OTHER INCOME 900099 16842 16842 16842 3668821 114625 0 213792 X 693645 693645 293045 185311 63667 44067 910627 575844 197844 136939 160782 101672 34932 24178 88531 55984 19234 13313 21912 13962 4378 3572 35429 22576 7078 5775 405872 258593 81089 66190 154496 140393 4456 9647 118765 66604 36721 15440 196568 139026 43821 13721 31566 23043 5366 3157 10920 5889 3673 1358 PROGRAMS 182476 182476 ADMINISTRATION 53214 25882 14306 13026 OTHER FEES 9079 5742 1972 1365 3366927 2496642 518537 351748 2184109 1007898 1397719 304228 10505 24 23766 75209 184682 118894 86830 65788 3234483 7692817 14358 14357 6951770 9160321 145191 138381 460883 620898 32031 22656 799553 2562380 1437658 3344315 X 4114893 5130940 1399219 685066 5514112 5816006 6951770 9160321 301894 0 X 0 1 X 1 0 X 4022652 2413617 3424186 4756552 3340404 17957411 407476 377609 106435 391480 97783 1380783 4430128 2791226 3530621 5148032 3438187 19338194 184353 120004 304357 0 184353 120004 304357 19033837 237884 121389 89427 97187 170370 716257 237884 121389 89427 97187 170370 716257 6201 1321 16842 24364 4668012 2912615 3626249 5246540 3625399 20078815 0.94800 0.95910 0.03570 0.03230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 184682 118894 65788 65788 CONDITIONAL CONTRIBUTIONS 2562380 2562380 X 3668821 0 3668821 0 3668821 3366927 0 3366927 0 3366927 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 20 693645 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 229500 0 7000 0 0 0 0 0 16548 0 253048 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 FORM 990, PART IX, LINE 11G GRANT ADMINISTRATOR: PROGRAM SERVICE EXPENSES 19,700. MANAGEMENT AND GENERAL EXPENSES 6,178. FUNDRAISING EXPENSES 5,042. TOTAL EXPENSES 30,920. OTHERS: PROGRAM SERVICE EXPENSES 80,845. MANAGEMENT AND GENERAL EXPENSES 25,351. FUNDRAISING EXPENSES 20,694. TOTAL EXPENSES 126,890. STRATEGY SERVICES: PROGRAM SERVICE EXPENSES 94,670. MANAGEMENT AND GENERAL EXPENSES 29,686. FUNDRAISING EXPENSES 24,232. TOTAL EXPENSES 148,588. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 63,378. MANAGEMENT AND GENERAL EXPENSES 19,874. FUNDRAISING EXPENSES 16,222. TOTAL EXPENSES 99,474.