From public IRS filings
WISDOM & MONEY
MENLO PARK, CA · Public & Society Benefit
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.
Financials (IRS Form 990)
Total revenue
$584K
Total expenses
$507K
Total assets
$258K
Program expense ratio
5183%
Source: IRS Form 990, tax year 2024.
Who funds WISDOM & MONEY
$587K in foundation grants on record from 8 funders — from IRS 990 grant line items.
| Funder | Total given | Grants |
|---|---|---|
| Impactassetsinc | $186K | 2 |
| Center for Action and Contemplation | $135K | 3 |
| California Community Foundation | $102K | 3 |
| Network for Good | $65K | 2 |
| Fidelity Investments Charitable Gift Fund | $54K | 3 |
| Coastal Community Foundation | $25K | 1 |
| San Francisco Foundation | $25K | 1 |
| Giveclear Foundation | $10K | 1 |
| Donor Advised Charitable Giving | $8K | 1 |
Leadership
ROSEMARY FEERICK — PresidentCo-Director (Principal officer)
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