2018-08-01T10:55:43-05:00 2017-12-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2017-01-01 770284767 MIND & LIFE INSTITUTE MIND 4343387380 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 SUSAN BAUER-WU PRESIDENT 4343387380 2018-07-30 1 VIRGINIA R BELCHER P00421964 8047470000 2017 2022-09-23 18:48:47Z SUSAN BAUER-WU 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 3801574 0 X WWW.MINDANDLIFE.ORG X 1991 CA TO ALLEVIATE SUFFERING AND PROMOTE FLOURISHING BY INTEGRATING SCIENCE WITH CONTEMPLATIVE PRACTICE AND WISDOM TRADITIONS. 11 11 24 79 0 0 2413617 3424186 377609 106435 50029 50345 33775 31765 2875030 3612731 287736 594669 0 0 1502932 1464869 0 0 364830 2679290 1492491 4469958 3552029 -1594928 60702 5922451 6008286 637119 662252 5285332 5346034 X TO ALLEVIATE SUFFERING AND PROMOTE FLOURISHING BY INTEGRATING SCIENCE WITH CONTEMPLATIVE PRACTICE AND WISDOM TRADITIONS. 0 0 114193 INTERNATIONAL SYMPOSIUM FOR CONTEMPLATIVE RESEARCH: THE BIENNIAL MIND & LIFE INTERNATIONAL SYMPOSIUM FOR COMTEMPLATIVE RESEARCH (ISCR) IS THE FLAGSHIP ACADEMIC CONFERENCE FOR INTERDISCIPLINARY INVESTIGATIONS OF THE MIND AND COMTEMPLATIVE PRACTICES, WELCOMING ALL ENGAGED IN CONTEMPLATIVE RESEARCH AND THOSE WHO SEEK TO UNDERSTAND HOW TO APPPLY THIS RESEARCH IN THEIR WORK AND COMMUNITIES. THIS BI-ANNUAL CONFERENCE WILL BE HELD IN NOVEMBER 2018 WITH 900 ATTENDEES. 379401 80519 RESEARCH INSTITUTES - TO ADVANCE COLLABORATIVE RESEARCH AMONG SCIENTISTS, CONTEMPLATIVE SCHOLARS, AND CONTEMPLATIVE PRACTITIONERS, BASED ON A PROCESS OF INQUIRY AND DIALOGUE. THE ANNUAL SUMMER RESEARCH INSTITUTE WAS HELD IN GARRISON, NY IN JUNE 2017 WITH 121 PARTICIPANTS AND 23 FACULTY. WE ARE ALSO PLANNING OUR FIRST INTERNATIONAL RESEARCH INSTITUTE TO BE HELD IN KYOTO JAPAN IN 2018 WITH 55 PARTICIPANTS AND 15 FACULTY. 1030689 25916 MIND & LIFE DIALOGUES - CONVERSATIONS BETWEEN HIS HOLINESS THE DALAI LAMA AND LEADING SCIENTISTS AND SCHOLARS, ADDRESSING CRITICAL ISSUES OF MODERN LIFE AT THE INTERSECTION OF SCIENTIFIC AND CONTEMPLATIVE UNDERSTANDING. IN 2017, WE HELD A HISTORIC VISIT TO BOTSWANA AFRICA WITH 350 PARTICIPANTS AND 13 PRESENTERS. WE ALSO WERE IN THE PLANNING STAGES OF A DIALOGUE IN DHARAMSALA INDIA IN MARCH 2018 WITH 150 PARTICIPANTS AND 16 PRESENTERS. 838815 475519 GRANT PROGRAMS - MIND & LIFE IS COMMITTED TO FUNDING RIGOROUS RESEARCH ACROSS A RANGE OF DISCIPLINES TO INVESTIGATE THE NATURE OF THE HUMAN MIND, AS WELL AS THE PSYCHOLOGICAL, PHYSIOLOGICAL, BEHAVIORAL, AND SOCIAL IMPACT OF CONTEMPLATIVE PRACTICES. THROUGH OUR RESEARCH FUNDING, WE AIM TO CULTIVATE THE FIELD OF CONTEMPLATIVE SCIENCES - BOTH THROUGH THE KNOWLEDGE GAINED AND THE ADVANCEMENT OF OUR SCHOLARS' CAREERS. 247466 OTHER PROGRAMS: MIND & LIFE DEVELOPS PROGRAMMING IDEAS AND EVENT THEMES WITH THE ASSISTANCE OF A STEERING COUNCIL COMPRISED OF FIVE 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 BOOKS TO SHARE THE STORIES AND OUTCOMES OF SOME OF OUR EVENTS. THIS YEAR WE BEGAN THE PROCESS OF PUBLISHING A DIGITAL DIALOGUE RELATING TO THE MIND & LIFE DIALOGUE IN BOTSWANA. IN 2017, WE ALSO BEGAN AN EQUITY, DIVERSITY AND INCLUSION INITIATIVE TO INCLUDE MORE DIVERSE AND INCLUSIVE FACULTY, PRESENTERS AND PARTICIPANTS WITH RESPECT TO AREA OF STUDY, RACE AND ETHNICITY, GEOGRAPHY, AND SEXUAL ORIENTATION. IN 2017 WE SAW A MORE DIVERSE PARTICIPANT POOL AT OUR RESEARCH INSTITUTE WITH 40% SELF-IDENTIFYING AS UNDERREPRESENTED AS TO RACE OR ETHNICITY, AND 23 COUNTRIES AND 6 CONTINENTS REPRESENTED, AND WE AWARDED 60 SCHOLARSHIPS TO RESEARCH INSTITUTE AND DIALOGUE PARTICIPANTS. OTHER PROGRAMS: MIND AND LIFE PRODUCES PRINT AND DIGITAL BOOKS TO SHARE STORIES AND OUTCOMES OF OUR EVENTS. 1086281 475519 2610564 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 44 0 1 24 1 0 0 0 0 0 1 1 0 0 X 11 11 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 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 TANIA SINGER DIRECTOR 1.25 X 0 0 0 AARON STERN DIRECTOR 1.25 X 0 0 0 HH THE XIV DALAI LAMA HONORARY CHAIRMAN 1.25 X X 0 0 0 THUPTEN JINPA LANGRI CHAIR OF BOARD 2.50 X X 40000 0 0 CAROLYN JACOBS SECRETARY 1.25 X X 0 0 0 RAYMOND GELLEIN TREASURER 1.25 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 215772 0 22226 255772 0 22226 1 0 1 0 0 3424186 3424186 REGISTRATIONS & FEES 541720 64364 64364 TICKET REVENUE 541720 25916 25916 APPLICATION FEES 541720 16155 16155 106435 69188 69188 20239 20239 170000 188488 355 -18488 -355 -18843 -18843 OTHER INCOME 900099 6201 6201 GRANT REFUND 900099 5325 5325 11526 3612731 117961 0 70584 594669 594669 277998 162799 35700 79499 979712 571071 297879 110762 117376 68080 33982 15314 89783 52361 23999 13423 29692 21589 6016 2087 20862 15169 4227 1466 342241 248844 69338 24059 82244 73310 7358 1576 28499 11414 2557 14528 119037 67702 34301 17034 323608 254130 40619 28859 29452 21500 5007 2945 11561 5497 4813 1251 PROGRAMS 414688 403315 11373 PRINTING AND REPRODUCTI 40606 16263 3642 20701 MISCELLANEOUS 15522 9042 4104 2376 POSTAGE & DELIVERY 10086 4039 905 5142 24393 9770 2188 12435 3552029 2610564 576635 364830 783401 3608832 281296 226050 14021 4137 42672 135963 162500 56043 120265 106457 4666438 1912489 14358 14358 5922451 6008286 168331 103023 418007 517823 50781 41406 637119 662252 X 4408037 4512744 877295 833290 5285332 5346034 5922451 6008286 60702 0 X 0 1 X 1 0 X 3083117 4661863 4022652 2413617 3424186 17605435 1335281 902975 407476 377609 106435 3129776 4418398 5564838 4430128 2791226 3530621 20735211 0 1606490 854084 1080420 1780533 1840426 7161953 1606490 854084 1080420 1780533 1840426 7161953 13573258 124255 170579 237884 121389 89427 743534 124255 170579 237884 121389 89427 743534 6201 6201 4542653 5735417 4668012 2912615 3626249 21484946 0.63180 0.59420 0.03460 0.03330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 162500 56043 106457 106457 X 3601560 355 355 3601205 11526 11526 3612731 3552029 0 3552029 0 3552029 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF FIXED ASSET 355. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER INCOME 11,526. 0 RESEARCH GRANTS 19 594669 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 215772 0 0 0 0 0 0 0 22226 0 237998 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