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Nonprofits›Wisdom & Money

Public & Societal Benefit

Wisdom & Money

MENLO PARK, CA

Website

Total revenue

$584K

Total expenses

$507K

Net assets

$246K

Grants received

$1.4M

35 grants

EIN

475520977

Tax year

2024

Mission

Wisdom & Money offers retreats, trainings, spiritual companioning, written reflections & workshops designed to encourage people of wealth and people from a culture of wealth to engage with money as a doorway to spiritual transformation at the personal, communal systemic levels.

Programs

2 programs

Wisdom & Money offered a variety of online gatherings that provide spiritual support for people seeking to make financial decisions that are aligned with spiritual values and that are in service of the wellbeing of all people.

Expenses: $76K

Wisdom & Money offers a variety of print and digital reflections designed to encourage and inspire people to make financial decisions that are aligned with spiritual values and that are in service of the wellbeing of all people.

Expenses: $58K

Financials

FY 2024

Revenue

Contributions & grants$582K

Program service revenue—

Investment income$1K

Other revenue—

Total revenue$584K

Expenses

Grants paid—

Salaries & benefits$407K

Fundraising$50K

Other expenses$101K

Total expenses$507K

Total assets$258K

Net assets$246K

People

9 listed

NameRoleCompensation

Rosemary Feerick

PresidentCo-Director

Board

$131K

40 hrs/wk

Nadia Bouhdili

Secretary

Board

$103K

40 hrs/wk

Tracy Bindel

Director

Board

$76K

25 hrs/wk

Nancy Thurston

Board Chair

Board

—

5 hrs/wk

Caroline Marvin

Director

Board

—

4 hrs/wk

Mildred Collins

Director

Board

—

4 hrs/wk

Diana Yanez

Treasurer

Board

—

4 hrs/wk

Robin Ferguson

Director

Board

—

4 hrs/wk

Maria Da Silva

Director

Board

—

4 hrs/wk

Grants received

Showing 35 of 35

FromAmountPurposeYear

JUDY ANN BORK CHARITABLE TRUST

$200K

COMPANIONING PEOPLE OF WEALTH ON A PATH OF TRANSFORMATION TO ALTER RELATIONSHIPS WITH MONEY

2024

IMPACTASSETSINC

$90K

GENERAL SUPPORT

2024

NETWORK FOR GOOD

$33K

UNRESTRICTED

2024

CHAMPIONS OF LOVE FOUNDATION INC

$30K

GENERAL

2024

COASTAL COMMUNITY FOUNDATION OF SOUTH

$25K

HUMAN NEEDS

2024

CENTER FOR ACTION AND CONTEMPLATION

$15K

PROGRAM EXPENSES

2024

GiveClear Foundation

$10K

Program Support

2024

JUDY ANN BORK CHARITABLE TRUST

$110K

SUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY

2023

IMPACTASSETSINC

$96K

GENERAL SUPPORT

2023

NETWORK FOR GOOD

$29K

UNRESTRICTED

2023

THE SAN FRANCISCO FOUNDATION

$25K

FOR THE RESERVE FUND. FOR GENERAL SUPPORT.

2023

CENTER FOR ACTION AND CONTEMPLATION

$20K

BE PRESENT AND WISDOM & MONEY (THE TRAILBLAZING COLLABORATIVE) HAVE CO-CREATED THE TRAILBLAZING INSTITUTE TO TRAIN TRAILBLAZERS IN A NEW WAY OF BEING THROUGH THE BE PRESENT EMPOWERMENT MODEL, WISDOM SPIRITUAL PRACTICES, AND TRANSFORMATIVE MONEY PRACTICES. THESE TRAININGS WILL PROVIDE THE OPPORTUNITY FOR INNER TRANSFORMATION AND MORE OPEN WAYS TO ENGAGE WITH OTHERS. BE PRESENT IS AN ORGANIZATION WITH A LONG HISTORY (1988) AND MUCH EXPERIENCE IN ENGAGING WITH COMMUNITIES AND BUILDING LEADERS IN MOVEMENT BUILDING. THEIR JOINT ENDEAVOR, THE TRAILBLAZING COLLABORATIVE, CAN POTENTIALLY ENGAGE CAC'S AUDIENCE MEMBERS IN INVITING THEM TO ENGAGE WITH MONEY AS A DOORWAY TO SPIRITUAL TRANSFORMATION AT THE PERSONAL, COMMUNAL, AND SYSTEMIC LEVELS. WISDOM & MONEY IS A CAC PARTNER AND HAS SUPPORTED CAC IN DEVELOPING ITS FINANCIAL PHILOSOPHY AND THEY CONDUCTED A PARTNER SESSION AT CONSPIRE. THROUGH THEIR PARTICIPATION WITH CONSPIRE AND WITH ROSE FEERICKS ARTICLE IN THE MENDICANT, WISDOM AND MONEY.

2023

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

$8K

For grant recipient's exempt purposes

2023

CENTER FOR ACTION AND CONTEMPLATION

$100K

BE PRESENT AND WISDOM & MONEY (THE TRAILBLAZING COLLABORATIVE) HAVE CO-CREATED THE TRAILBLAZING INSTITUTE TO TRAIN TRAILBLAZERS IN A NEW WAY OF BEING THROUGH THE BE PRESENT EMPOWERMENT MODEL, WISDOM SPIRITUAL PRACTICES, AND TRANSFORMATIVE MONEY PRACTICES. THESE TRAININGS WILL PROVIDE THE OPPORTUNITY FOR INNER TRANSFORMATION AND MORE OPEN WAYS TO ENGAGE WITH OTHERS. BE PRESENT IS AN ORGANIZATION WITH A LONG HISTORY (1988) AND MUCH EXPERIENCE IN ENGAGING WITH COMMUNITIES AND BUILDING LEADERS IN MOVEMENT BUILDING. THEIR JOINT ENDEAVOR, THE TRAILBLAZING COLLABORATIVE, CAN POTENTIALLY ENGAGE CACS AUDIENCE MEMBERS IN INVITING THEM TO ENGAGE WITH MONEY AS A DOORWAY TO SPIRITUAL TRANSFORMATION AT THE PERSONAL, COMMUNAL, AND SYSTEMIC LEVELS. WISDOM & MONEY IS A CAC PARTNER AND HAS SUPPORTED CAC IN DEVELOPING ITS FINANCIAL PHILOSOPHY AND THEY CONDUCTED A PARTNER SESSION AT CONSPIRE. THROUGH THEIR PARTICIPATION WITH CONSPIRE AND WITH ROSE FEERICKS ARTICLE IN THE MENDICANT, WISDOM AND MONEY

2022

IMPACTASSETSINC

$90K

GENERAL SUPPORT

2022

JUDY ANN BORK CHARITABLE TRUST

$75K

SUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY

2022

CALIFORNIA COMMUNITY FOUNDATION

$55K

RELIGION