Wisdom & Money

Menlo Park, CA, US
501(c)3
EIN
47-5520977
Single Organization Support
Menlo Park, CA, US
501(c)3
EIN
47-5520977
Single Organization Support

Overview

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Est.

2016

Fiscal Year Start

Jan 1

Organization Type

Grantseeker

AI Summary

Wisdom & Money is a nonprofit organization focused on public affairs, dedicated to facilitating spiritual transformation through financial engagement. With an operating budget of $507.3K and total revenue of $583.6K for the 2024 filing year, the organization offers retreats, written reflections, and workshops aimed at individuals of wealth. It does not rely on a single funder for 50% or more of its revenue, ensuring a diverse funding base. For more information, visit www.wisdomandmoney.org.

Mission Statement

Wisdom & Money offers retreats, written reflections, and workshops designed to encourage people of wealth to engage with money as a doorway to spiritual transformation.
Revenues

$583.6K

Expenses

$507.3K

Net Income:
+$76.3K
Assets

$258.4K

Liabilities

$12.1K

Net Assets:
+$246.3K
Operating Budget

$507.3K

Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants

9

Median grant size
$25K
Largest grant received
$200K
R
Rosemary Feerick
Board Member
N
Nadia Bouhdili
Board Member
T
Tracy Bindel
Board Member

Frequently Asked Questions

What is Wisdom & Money’s budget?
In 2024, Wisdom & Money reported an annual operating budget of around $507 thousand. More detailed financial information is available to registered users.
What causes does Wisdom & Money support?
Wisdom & Money supports work in Public affairs.
Where does Wisdom & Money operate?
Wisdom & Money is headquartered in Menlo Park, CA.
Who funded Wisdom & Money recently?
In 2024, Wisdom & Money received grants from JUDY ANN BORK CHARITABLE TRUST, IMPACTASSETSINC, and NETWORK FOR GOOD. More information on this organization’s funders is available to registered users.
What is the largest grant Wisdom & Money received in 2024?
The largest grant to Wisdom & Money in 2024 exceeds $200 thousand.
Overview
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