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
52%
Source: IRS Form 990, tax year 2024.
Who funds WISDOM & MONEY
$1.4M in foundation grants on record from 11 funders — matched from IRS 990 grant line items. Some matches may be approximate.
| Funder | Total given | Grants |
|---|---|---|
| Judy Ann Bork Charitable Trust | $585K | 4 |
| Impactassetsinc | $276K | 3 |
| Center for Action and Contemplation | $135K | 3 |
| California Community Foundation | $102K | 3 |
| Network for Good | $98K | 3 |
| Fidelity Investments Charitable Gift Fund | $64K | 4 |
| Champions of Love Foundation | $30K | 1 |
| Coastal Community Foundation | $25K | 1 |
| San Francisco Foundation | $25K | 1 |
| Giveclear Foundation | $10K | 1 |
Leadership
ROSEMARY FEERICK — PresidentCo-Director (Principal officer)
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