Wisdom & Money

Nonprofit · Grant recipient Menlo Park, CA EIN 47-5520977

Funding Overview

From IRS Form 990 filings · 2019–2025

Total received

$1.7M

Foundation funders

11

Grants recorded

33

Years covered

2019–2025

Who funds Wisdom & Money?

Wisdom & Money is funded by 11 grantmakers, led by Judy Ann Bork Charitable Trust ($760K), Impactassetsinc ($376K), Center for Action and Contemplation Inc ($200K). In total, IRS Form 990 filings record $1.7M in grants to Wisdom & Money between 2019–2025.

FunderTotal givenGrantsYears
Judy Ann Bork Charitable Trust$760,00062020–2025
Impactassetsinc$376,00052020–2024
Center for Action and Contemplation Inc$200,00052021–2025
Network for Good$126,40552020–2024
California Community Foundation$101,75032022–2025
Coastal Community Foundation of South Carolina Inc$55,00022021–2024
The Triskeles Foundation$32,65022019–2020
Champions of Love Foundation Inc$30,00012024
The San Francisco Foundation$25,00012024
BNY Mellon Charitable Gift Fund$19,00022019–2020
GiveClear Foundation$10,00012024

Funding over time

Grant dollars and counts received per year

$0$200K$400K$600K2 grants2019 5 grants2020 5 grants2021 5 grants2022 5 grants2023 8 grants2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $33K (2019) to $428K (2024). In 2025 it made 3 grants totaling $245K.

What grants has Wisdom & Money received?

Individual grants from IRS Form 990 filings, newest first

YearFunderPurposeAmount
2025Judy Ann Bork Charitable TrustCompanioning people of wealth on a path of transformation to alter relationships with money$200,000
2025California Community FoundationRELIGION$30,000
2025Center for Action and Contemplation IncPROGRAM EXPENSES$15,000
2024Judy Ann Bork Charitable TrustCOMPANIONING PEOPLE OF WEALTH ON A PATH OF TRANSFORMATION TO ALTER RELATIONSHIPS WITH MONEY$200,000
2024ImpactassetsincGENERAL SUPPORT$90,000
2024Network for GoodUNRESTRICTED$33,405
2024Champions of Love Foundation IncGENERAL$30,000
2024Coastal Community Foundation of South Carolina IncHUMAN NEEDS$25,000
2024The San Francisco FoundationFOR THE RESERVE FUND. FOR GENERAL SUPPORT.$25,000
2024Center for Action and Contemplation IncPROGRAM EXPENSES$15,000
2024GiveClear FoundationProgram Support$10,000
2023Judy Ann Bork Charitable TrustSUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY$110,000
2023ImpactassetsincGENERAL SUPPORT$96,000
2023California Community FoundationRELIGION$55,250
2023Network for GoodUNRESTRICTED$28,578
2023Center for Action and Contemplation IncBE 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.$20,000
2022Center for Action and Contemplation IncBE 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$100,000
2022ImpactassetsincGENERAL SUPPORT$90,000
2022Judy Ann Bork Charitable TrustSUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY$75,000
2022Network for GoodUNRESTRICTED$36,083
2022California Community FoundationRELIGION$16,500
2021Judy Ann Bork Charitable TrustSUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY$75,000
2021Center for Action and Contemplation IncSUPPORTS TRAILBLAZING INSTITUTE, A COLLABORATION WITH BE PRESENT THAT INVITES INDIVIDUALS TO ENGAGE WITH MONEY AS A DOORWAY TO SPIRITUAL TRANSFORMATION AT THE PERSONAL, COMMUNAL, AND SYSTEMIC LEVELS.$50,000
2021ImpactassetsincGENERAL SUPPORT$50,000
2021Coastal Community Foundation of South Carolina IncCHARITABLE SUPPORT$30,000
2021Network for GoodUNRESTRICTED$9,115
2020Judy Ann Bork Charitable TrustSUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY$100,000
2020ImpactassetsincGENERAL SUPPORT$50,000
2020Network for GoodUnrestricted$19,224
2020The Triskeles FoundationPROGRAM SUPPORT$10,000

Showing 30 most recent of 33 recorded grants.

Frequently Asked Questions

Who funds Wisdom & Money?

Wisdom & Money is funded by 11 grantmakers, led by Judy Ann Bork Charitable Trust ($760K), Impactassetsinc ($376K), Center for Action and Contemplation Inc ($200K). In total, IRS Form 990 filings record $1.7M in grants to Wisdom & Money between 2019–2025.

Who is Wisdom & Money's largest funder?

Judy Ann Bork Charitable Trust is the largest recorded funder of Wisdom & Money, with $760K across 6 grants (2020–2025).

How much grant funding has Wisdom & Money received?

IRS 990 filings record $1.7M in grants to Wisdom & Money across 33 grants from 11 funders between 2019–2025. Filings are published on a delay, so recent grants may not appear yet.

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Grant data is drawn from IRS Form 990 filings via Grantable's GrantGraph™. Filings are published on a delay; recent grants may not appear yet.

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