2017-07-18T16:14:45-05:00 2016-12-31 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2016-01-01 770284767 MIND & LIFE INSTITUTE MIND 4343387380 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 SUSAN BAUER-WU PRESIDENT 4343387380 2017-07-07 1 VIRGINIA R BELCHER P00421964 8047470000 104.129.194.94 2017-07-07 13:08:54 ED P 864E3CDEF2FC7FB89987E910ED06A934C31DFDCD 1E0CC50917A5DA658EC05C0BC28C78123A367CA2 2016 2021-01-29 14:40:06Z SUSAN BAUER-WU 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 6332397 0 X WWW.MINDANDLIFE.ORG X 1991 CA TO ALLEVIATE SUFFERING AND PROMOTE FLOURISHING BY INTEGRATING SCIENCE WITH CONTEMPLATIVE PRACTICE AND WISDOM TRADITIONS. 10 9 30 45 0 0 4022652 2413617 407476 377609 101634 50029 137321 33775 4669083 2875030 630889 287736 0 0 1939496 1502932 0 0 295837 2387630 2679290 4958015 4469958 -288932 -1594928 7498144 5922451 617884 637119 6880260 5285332 X TO ALLEVIATE SUFFERING AND PROMOTE FLOURISHING BY INTEGRATING SCIENCE WITH CONTEMPLATIVE PRACTICE AND WISDOM TRADITIONS. 0 0 1566958 318801 INTERNATIONAL SYMPOSIUM FOR CONTEMPLATIVE STUDIES - SEEKS TO ENCOURAGE AND HELP SHAPE A COHESIVE INTERDISCIPLINARY FIELD CONTEMPLATIVE STUDIES IN WHICH BASIC AND APPLIED SCIENCE, SCHOLARSHIP, EDUCATION, THE ARTS AND CONTEMPLATIVE TRADITIONS COLLABORATIVELY DEVELOP AN INTEGRATED WAY OF KNOWING. THIS BI-ANNUAL CONFERENCE WAS HELD OVER 4 DAYS IN NOVEMBER 2016 WITH 1,050 ATTENDEES. 350376 58808 SUMMER RESEARCH INSTITUTE - TO ADVANCE COLLABORATIVE RESEARCH AMONG SCIENTISTS, CONTEMPLATIVE SCHOLARS, AND CONTEMPLATIVE PRACTITIONERS, BASED ON A PROCESS OF INQUIRY AND DIALOGUE. ANNUAL PROGRAM HELD IN JUNE WITH 15 FACULTY AND 109 PARTICIPANTS. 201149 MIND & LIFE DIALOGUES - MIND & LIFE DIALOGUES ARE 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. THESE EVENTS BEGAN IN 1987 AS INTIMATE DISCUSSIONS AND HAVE GROWN TO INCLUDE LARGE PUBLIC AND PRIVATE EVENTS AT LOCATIONS AROUND THE WORLD. IN 2017, MIND & LIFE WILL PRESENT TWO DIALOGUES, INCLUDING AN HISTORIC VISIT BY THE DALAI LAMA TO BOTSWANA AFRICA AS WELL AS TO MONTREAL, CANADA. NO EVENTS OCCURRED IN 2016, HOWEVER, PLANNING AND LOGISTICAL WORK WAS ON-GOING THROUGH THE YEAR. 432487 287736 GRANT PROGRAMS - MIND & LIFE FUNDS 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, MIND & LIFE AIMS TO CULTIVATE THE FIELD OF CONTEMPLATIVE SCIENCES - BOTH THROUGH THE KNOWLEDGE GAINED AND THE ADVANCEMENT OF OUR SCHOLARS' CAREERS. 612048 EDUCATION -CALL TO CARE (C2C), A PROGRAM ON ETHICS AND EDUCATION IN EDUCATION FOR STUDENTS AND TEACHERS AIMS TO ADDRESS THE LIMITED ATTENTION IN OUR EDUCATIONAL SYSTEMS FOR CULTIVATING CARE AND COMPASSION. A SECOND EDUCATION PROGRAM KNOWN AS THE ACADEMY FOR CONTEMPLATIVE AND ETHICAL LEADERSHIP (ACEL) OPERATES AS AN ANNUAL, WEEKLONG PROGRAM THAT ASPIRES TO SUPPORT THE INNER LIFE AND ETHICAL DEVELOPMENT OF YOUNG LEADERS IN BUSINESS, GOVERNMENT AND CIVIL SOCIETY. BOTH C2C AND ACEL WERE WOUND DOWN IN 2016. 157084 CRAVING, DESIRE AND ADDITION -MIND AND LIFE BRINGS TOGETHER NEUROSCIENTISTS, PHYSICIANS, PHILOSOPHERS, CONTEMPLATIVE SCHOLARS AND HUMANISTS TO UNCOVER THE MYSTERIES BEHIND CRAVING, DESIRE AND ADDICTIONS IN ORDER TO IDENTIFY REAL-LIFE ANSWERS THAT DELIVER US OUT OF LIMITATION AND ILLNESS INTO GREATER WELL-BEING 21123 PUBLICATIONS - MIND AND LIFE WORKED TO PUBLISH A NEW BOOK RELATING TO THE DIALOGUE PROGRAM IN MUNDGOD, INDIA FROM 2013. THIS BOOK WILL BE PUBLISHED IN 2017. 86120 PROGRAM DEVELOPMENT - MIND AND LIFE CONTINUES TO RESEARCH AND EVALUATE POTENTIAL NEW PROGRAMS TO SUPPORT THE FIELD OF CONTEMPLATIVE SCIENCES. THIS ONGOING RESEARCH IS FOCUSED ON INTERNATIONAL PROGRAMS TO BEGIN OFFERING IN 2018. 1308862 287736 3427345 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 39 0 1 30 1 0 0 0 0 0 1 1 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA MA X THE ORGANIZATION 4343387380 210 RIDGE MCINTIRE ROAD NO 325 CHARLOTTESVILLE VA 22903 RICHARD DAVIDSON DIRECTOR 1.25 X 0 0 0 DANIEL GOLEMAN DIRECTOR 1.25 X 0 0 0 JOAN HALIFAX 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 DIANA CHAPMAN-WALSH DIRECTOR 1.25 X 0 0 0 HH THE XIV DALAI LAMA HONORARY CHAIRMAN 1.25 X X 0 0 0 JINPA LANGRI CHAIR OF BOARD 2.50 X X 50000 0 0 CAROLYN JACOBS SECRETARY 1.25 X X 0 0 0 RAYMOND GELLEIN TREASURER 1.25 X X 0 0 0 JACQUI DEFELICE DIRECTOR OF ADVANCEMENT & GLOBAL RELATIONS 40.00 X 111237 0 328 SUSAN BAUER-WU PRESIDENT 40.00 X 225051 0 15411 386288 0 15739 2 0 1 0 0 2413617 6596 2413617 REGISTRATIONS & FEES 541720 368891 368891 APPLICATION FEES 541720 8718 8718 377609 87783 87783 33606 33606 3405458 14155 3417935 39432 -12477 -25277 -37754 -37754 PUBLICATION 451211 169 169 169 2875030 377609 0 83804 X 287736 287736 386287 184958 117386 83943 894906 573002 271236 50668 128375 76451 36850 15074 93364 55446 26910 11008 4376 4376 20588 20588 23915 23915 520066 496438 10558 13070 35500 15000 500 20000 9940 5303 4255 382 171168 80657 76281 14230 269763 176481 58112 35170 18656 18656 8887 5683 2372 832 PROGRAMS 759195 758621 574 SEVERANCE & RELOCATION 380429 285322 76086 19021 BAD DEBT ON PLEDGES 353965 353965 PRINTING & REPRODUCTION 56267 29421 8294 18552 46575 24205 9057 13313 4469958 3427345 746776 295837 619139 783401 1922533 851213 281296 2091 14021 94457 42672 153558 33293 62878 120265 3935628 4666438 10205 14358 7498144 5922451 61428 168331 473697 418007 50781 82759 0 617884 637119 X 6027547 4408037 852713 877295 6880260 5285332 7498144 5922451 -1594928 0 X 0 1 X 1 0 X 3521202 3083117 4661863 4022652 2413617 17702451 213467 1335281 902975 407476 377609 3236808 3734669 4418398 5564838 4430128 2791226 20939259 0 2745774 1606490 854084 1080420 1780533 8067301 2745774 1606490 854084 1080420 1780533 8067301 12871958 68213 124255 170579 237884 121389 722320 68213 124255 170579 237884 121389 722320 3802882 4542653 5735417 4668012 2912615 21661579 0.59420 0.67610 0.03330 0.03450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 153558 33293 120265 120265 X 2900307 25277 25277 2875030 0 2875030 4089694 0 4089694 380264 380264 4469958 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 DISPOSAL OF FIXED ASSETS 25,277. PART XII, LINE 4B - OTHER ADJUSTMENTS: SEVERANCE & RELOCATION EXPENSE 380,264. 0 RESEARCH GRANTS 19 287736 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 225051 0 0 0 0 0 15000 0 411 0 240462 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 130,324. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 130,324. GRANT ADMINISTRATOR: PROGRAM SERVICE EXPENSES 14,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,000. FACULTY & OTHER CONTRACTORS: PROGRAM SERVICE EXPENSES 311,272. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,432. TOTAL EXPENSES 319,704. WEBSITE SERVICES: PROGRAM SERVICE EXPENSES 4,860. MANAGEMENT AND GENERAL EXPENSES 1,200. FUNDRAISING EXPENSES 800. TOTAL EXPENSES 6,860. CONTINUING ED SERVICES: PROGRAM SERVICE EXPENSES 13,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,400. OTHERS: PROGRAM SERVICE EXPENSES 22,582. MANAGEMENT AND GENERAL EXPENSES 9,358. FUNDRAISING EXPENSES 3,838. TOTAL EXPENSES 35,778.