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Wisdom & Money

Menlo Park, CAEIN: 47-5520977Website

Data sourced from IRS 990 public filings

Wisdom & Money 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.

Wisdom & Money has received 13 grants from 6 known foundation funders. Revenue decreased from $594,270 in 2023 to $583,640 in 2024. Most recent reported revenue: $583,640.

Annual Revenue

$583,640

Known Funders

6

Grants Received

13

Financial History

YearRevenueExpensesAssets
2024$583,640$507,315$258,370
2023$594,270$689,172$188,023
2022$502,917$569,147$277,874
2021$428,077$256,747$331,968
2020$286,860$190,875$158,561
2019$269,796$263,738$56,871

Top Funders

$200,000 (2024)
$110,000 (2023)
IMPACTASSETSINC

BETHESDA, MD

$96,000 (2023)
$75,000 (2021)
$55,250 (2022)
$50,000 (2021)
IMPACTASSETSINC

BETHESDA, MD

$50,000 (2021)
NETWORK FOR GOOD

WASHINGTON, DC

$36,083 (2022)
$30,000 (2024)
NETWORK FOR GOOD

WASHINGTON, DC

$28,578 (2023)

Key Personnel

From 2024 IRS 990 filing

R

Rosemary Feerick

PresidentCo-Director

Key Employee
N

Nadia Bouhdili

Secretary

Officer
T

Tracy Bindel

Director

N

Nancy Thurston

Board Chair

Officer
C

Caroline Marvin

Director

M

Mildred Collins

Director

D

Diana Yanez

Treasurer

Officer
R

Robin Ferguson

Director

M

Maria Da Silva

Director

Frequently Asked Questions

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    Wisdom & Money (EIN: 47-5520977) - Funders & 990 Data | Signal990