2019-09-03T09:26:04-05:00 2018-12-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2018-01-01 770284767 MIND & LIFE INSTITUTE MIND 4343387380 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 SUSAN BAUER-WU PRESIDENT 4343387380 2019-08-26 1 VIRGINIA R BELCHER P00421964 8047470000 184.80.4.98 2019-08-26 09:14:24 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1016F0197F577DB035979539B638C2E2629F3898 2018 2019-02-21 02:37:17Z SUSAN BAUER-WU 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 5907335 0 X WWW.MINDANDLIFE.ORG X 1991 CA TO ALLEVIATE SUFFERING AND PROMOTE FLOURISHING BY INTEGRATING SCIENCE WITH CONTEMPLATIVE PRACTICE AND WISDOM TRADITIONS. 10 10 33 66 0 0 3350881 4737517 106435 391480 50700 82111 31410 12373 3539426 5223481 594669 545367 0 0 1464869 1625358 0 0 339544 1492491 1948673 3552029 4119398 -12603 1104083 6008286 6951770 1598257 1437658 4410029 5514112 X TO ALLEVIATE SUFFERING AND PROMOTE FLOURISHING BY INTEGRATING SCIENCE WITH CONTEMPLATIVE PRACTICE AND WISDOM TRADITIONS. 0 0 1220813 270459 INTERNATIONAL SYMPOSIUM FOR CONTEMPLATIVE RESEARCH: THE BIENNIAL MIND & LIFE INTERNATIONAL SYMPOSIUM FOR CONTEMPLATIVE RESEARCH (ISCR) IS THE FLAGSHIP ACADEMIC CONFERENCE FOR INTERDISCIPLINARY INVESTIGATIONS OF THE MIND AND CONTEMPLATIVE PRACTICES, WELCOMING ALL ENGAGED IN CONTEMPLATIVE RESEARCH AND THOSE WHO SEEK TO UNDERSTAND HOW TO APPLY THIS RESEARCH IN THEIR WORK AND COMMUNITIES. THIS BI-ANNUAL CONFERENCE WAS HELD IN NOVEMBER 2018 IN PHOENIX, ARIZONA WITH OVER 700 ATTENDEES. PROGRAM OFFERINGS INCLUDED MASTER LECTURES, COMMUNITY-BUILDING ACTIVITIES, SOCIAL JUSTICE WORKSHOPS, AND CONTEMPLATIVE PRACTICES AND ARTISTIC PERFORMANCES 679218 111571 RESEARCH INSTITUTES - OUR 15TH ANNUAL SUMMER RESEARCH INSTITUTE, HELD AT THE GARRISON INSTITUTE IN JUNE 2018 EXPLORED CULTURAL DIFFERENCE AND DIVERSITY. 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.120 PARTICIPANTS AND 17 FACULTY WERE INCLUDED IN THIS PROGRAM. WE EXPANDED THE THEME OF CULTURAL DIFFERENCE AND DIVERSITY AT OUR FIRST INTERNATIONAL RESEARCH INSTITUTE IN SEPTEMBER 2018, HELD AT MYOSHIN-JI, A 14TH CENTURY JAPANESE ZEN TEMPLE COMPLEX IN KYOTO, JAPAN. THE CONFERENCE EXAMINED CONTEMPLATIVE RESEARCH AND PRACTICE THROUGH THE LENS OF JAPANESE CULTURE, INCLUDING JAPANESE CONTEMPLATIVE ARTS. THIS PROGRAM INCLUDED 51 PARTICIPANTS AND 17 FACULTY. . 212225 9450 MIND & LIFE DIALOGUES: THE 33RD MIND & LIFE DIALOGUE WITH A THEME OF "REIMAGINING HUMAN FLOURISHING", HELD IN MARCH 2018 IN DHARAMSALA, INDIA BETWEEN THE DALAI LAMA AND LEADING THINKERS AND EDUCATORS, TOOK UP THIS THEME ON THE TOPIC OF SECULAR ETHICS AND YOUTH EDUCATION. 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 FOR 22,265 TOTAL ATTENDEES. 783042 545367 GRANT PROGRAMS: IN 2018, 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 MEETING PARTICULAR PROJECT OR PROBLEM WITHIN A CONTEMPLATIVE STUDIES 329393 0 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. IN 2018 WE CONTINUED THE PROCESS OF PUBLISHING A DIGITAL DIALOGUE RELATING TO THE MIND & LIFE DIALOGUE IN BOTSWANA AS WELL AS DOCUMENTING THE DHARAMASALA DIALOGUE. BOTH OF THESE DIGITAL DIALOGUES WILL BE PUBLISHED IN 2019. THE MIND & LIFE COUNCIL FOR EQUITY, DIVERSITY, AND INCLUSION CONTINUED TO WORK WITH EACH OF THE PROGRAM PLANNING COMMITTEES TO ARRANGE FOR THE 2018 CONFERENCES TO MOVE OUR COMMUNITY FORWARD IN PURSUIT OF DEEPER UNDERSTANDING OF COMPLEX ISSUES AND PRACTICAL SOLUTIONS FOR A MORE JUST, COMPASSIONATE, AND INCLUSIVE WORLD. FURTHER, IN 2018 WE CONTINUED TO DRAW A DIVERSE PARTICIPANT POOL AT OUR RESEARCH INSTITUTES WITH 52% SELF-IDENTIFYING AS UNDERREPRESENTED AS TO RACE OR ETHNICITY, AND WE AWARDED 197 SCHOLARSHIPS TOTALING $138,203 TO RESEARCH INSTITUTE, ISCR AND DIALOGUE PARTICIPANTS, REPRESENTING 18 COUNTRIES AND 6 CONTINENTS 1112435 545367 0 3224691 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 70 0 1 33 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 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 MARK BERTOLINI DIRECTOR 1.25 X 0 0 0 LISETTE COOPER DIRECTOR 1.25 X 0 0 0 SUSAN BAUER-WU PRESIDENT 40.00 X X 231760 0 31055 HEATHER COCHRANE DIRECTOR OF PHILANTHROPY 40.00 X 111496 0 18137 VIVI ROGERS DIRECTOR OF ADMIN & FINANCE 40.00 X 107705 0 14677 490961 0 63869 3 0 1 0 0 4737517 4737517 REGISTRATIONS & FEES 541720 378484 378484 APPLICATION FEES 541720 12996 12996 391480 86135 86135 11052 11052 679830 684380 -526 -4550 526 -4024 -4024 OTHER INCOME 900099 1321 1321 1321 5223481 392801 0 93163 X 545367 545367 302815 190408 73414 38993 1073503 675011 260259 138233 156232 98237 37877 20118 92808 58357 22500 11951 39118 31164 6164 1790 18057 14386 2845 826 449300 357944 70797 20559 124432 105891 3817 14724 119764 74946 28397 16421 330954 272420 26855 31679 32322 23595 5495 3232 7033 4573 1654 806 PROGRAMS 747470 730797 16673 ADMINISTRATION 69514 34861 12493 22160 OTHER FEES 10709 6734 2596 1379 4119398 3224691 555163 339544 3612990 2184109 226050 1397719 10505 154458 23766 174158 87328 106457 86830 1908331 3234483 0 14358 6008286 6951770 103023 145191 517823 460883 41406 32031 936005 799553 1598257 1437658 X 4082479 4114893 327550 1399219 4410029 5514112 6008286 6951770 1104083 0 X 0 1 X 1 0 X 4661863 4022652 2413617 3424186 4756552 19278870 902975 407476 377609 106435 391480 2185975 5564838 4430128 2791226 3530621 5148032 21464845 0 854084 1080420 1780533 1840426 2611202 8166665 854084 1080420 1780533 1840426 2611202 8166665 13298180 170579 237884 121389 89427 97187 716466 170579 237884 121389 89427 97187 716466 6201 1321 7522 5735417 4668012 2912615 3626249 5246540 22188833 0.59930 0.63180 0.03230 0.03460 X 174158 87328 86830 86830 CONDITIONAL CONTRIBUTIONS 799553 799553 X 5242516 19035 19035 5223481 0 5223481 4138433 19035 19035 4119398 0 4119398 PART X, LINE 2: THE ORGANIZATION FOLLOWS FASS 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 545367 0 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 231760 0 0 0 0 0 0 0 31055 0 262815 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 EVENT PRODUCTION SERVICES: PROGRAM SERVICE EXPENSES 48,760. MANAGEMENT AND GENERAL EXPENSES 9,644. FUNDRAISING EXPENSES 2,801. TOTAL EXPENSES 61,205. GRANT ADMINISTRATOR: PROGRAM SERVICE EXPENSES 70,565. MANAGEMENT AND GENERAL EXPENSES 13,957. FUNDRAISING EXPENSES 4,053. TOTAL EXPENSES 88,575. OTHERS: PROGRAM SERVICE EXPENSES 116,301. MANAGEMENT AND GENERAL EXPENSES 23,003. FUNDRAISING EXPENSES 6,680. TOTAL EXPENSES 145,984. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 122,318. MANAGEMENT AND GENERAL EXPENSES 24,193. FUNDRAISING EXPENSES 7,025. TOTAL EXPENSES 153,536. PART I, PRIOR YEAR INFORMATION DURING 2018 IT WAS DETERMINED THAT CERTAIN CONTRIBUTIONS RECEIVED IN 2016 AND 2017 WERE CONDITIONAL AND DID NOT MEET THE REQURIEMENTS TO BE RECORDED AS REVENUE UNTIL SUCH CONDITIONS WERE MET. AS A RESULT THE PRIOR YEAR FINANCIAL STATEMENTS WERE ADJUSTED TO CORRECTLY REFLECT THIS REVENUE.