funder-graph › Recipients
Who funds Wisdom & Money
EIN 47-5520977 · Menlo Park, CA · NTEE W11
Wisdom & Money of Menlo Park, CA (EIN 47-5520977) was named as a grant recipient by 13 funders in 38 grants paid totaling $1,651,705 in tax years 2019–2025, as reported on the funders' Forms 990-PF and 990 Schedule I. Each edge was resolved to this EIN at the match tier shown. Dataset version 2026.09.0, built 2026-09-03.
Grants received
$1,651,705
38 grants paid
Funders
13
distinct grantmakers
Tax years
2019–2025
as reported by funders
Approved for future payment
$510,000
not included in grants received
Funders
| Funder | State | Match | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| Judy Ann Bork Charitable Trust 85-6176926 | CA | B | 5 | $685,000 | 2025 |
| Impactassetsinc 26-2048480 | MD | A | 4 | $326,000 | 2024 |
| Center for Action and Contemplation 85-0354965 | NM | A | 3 | $135,000 | 2024 |
| Network for Good 68-0480736 | DC | A | 5 | $126,405 | 2024 |
| California Community Foundation 95-3510055 | CA | A | 3 | $101,750 | 2025 |
| Fidelity Investments Charitable Gift Fund 11-0303001 | MA | A | 6 | $81,900 | 2025 |
| Coastal Community Foundation 23-7390313 | SC | A | 2 | $55,000 | 2024 |
| The Triskeles Foundation 75-3023740 | PA | A | 2 | $32,650 | 2020 |
| Champions of Love Foundation Inc 86-1229287 | MA | B | 1 | $30,000 | 2024 |
| The San Francisco Foundation 01-0679337 | CA | A | 1 | $25,000 | 2024 |
| Schwab Charitable Fund 31-1640316 | CA | A | 3 | $24,000 | 2022 |
| Bny Mellon Charitable Gift Fund C/O Bny Mellon Na 30-0748315 | MA | A | 2 | $19,000 | 2020 |
| Giveclear Foundation 81-3222963 | NC | A | 1 | $10,000 | 2024 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Grants
The 41 most recent grants naming this organization.
| Tax year | Funder | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|---|
| 2025 | Judy Ann Bork Charitable Trust | Wisdom & Money Menlo Park, CA | B | $200,000 | paid | Companioning people of wealth on a path of transformation to alter relationships with money | 202641289349101619 |
| 2025 | Judy Ann Bork Charitable Trust | Wisdom & Money Menlo Park, CA | B | $200,000 | approved, future | COMPANIONING PEOPLE OF WEALTH ON A PATH OF TRANSFORMATION TO ALTER RELATIONSHIPS WITH MONEY | 202641289349101619 |
| 2025 | Fidelity Investments Charitable Gift Fund | Wisdom & Money Menlo Park, CA | A | $37,000 | paid | For grant recipient's exempt purposes | 202601389349301700 |
| 2025 | California Community Foundation | Wisdom & Money Menlo Park, CA | A | $30,000 | paid | RELIGION | 202611339349307766 |
| 2024 | Judy Ann Bork Charitable Trust | Wisdom & Money Menlo Park, CA | B | $200,000 | paid | COMPANIONING PEOPLE OF WEALTH ON A PATH OF TRANSFORMATION TO ALTER RELATIONSHIPS WITH MONEY | 202533019349100818 |
| 2024 | Judy Ann Bork Charitable Trust | Wisdom & Money Menlo Park, CA | B | $200,000 | approved, future | COMPANIONING PEOPLE OF WEALTH ON A PATH OF TRANSFORMATION TO ALTER RELATIONSHIPS WITH MONEY | 202533019349100818 |
| 2024 | Impactassetsinc | Wisdom & Money Menlo Park, CA | A | $90,000 | paid | GENERAL SUPPORT | 202543169349307999 |
| 2024 | Network for Good | Wisdom & Money Menlo Park, CA | A | $33,405 | paid | UNRESTRICTED | 202513039349301631 |
| 2024 | Champions of Love Foundation Inc | Wisdom and Money Menlo Park, CA | B | $30,000 | paid | GENERAL | 202523209349100367 |
| 2024 | Coastal Community Foundation of South Carolina Inc | Wisdom & Money Menlo Park, CA | A | $25,000 | paid | HUMAN NEEDS | 202503159349303100 |
| 2024 | The San Francisco Foundation | Wisdom and Money Menlo Park, CA | A | $25,000 | paid | FOR THE RESERVE FUND. FOR GENERAL SUPPORT. | 202541339349302554 |
| 2024 | Center for Action and Contemplation | Wisdom and Money Menlo Park, CA | A | $15,000 | paid | PROGRAM EXPENSES | 202542199349300249 |
| 2024 | Giveclear Foundation | Wisdom & Money Menlo Park, CA | A | $10,000 | paid | Program Support | 202533199349302978 |
| 2024 | Fidelity Investments Charitable Gift Fund | Wisdom & Money Menlo Park, CA | A | $8,400 | paid | For grant recipient's exempt purposes | 202521349349310887 |
| 2023 | Judy Ann Bork Charitable Trust | Wisdom & Money Menlo Park, CA | B | $110,000 | paid | SUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY | 202433029349101033 |
| 2023 | Impactassetsinc | Wisdom & Money Menlo Park, CA | A | $96,000 | paid | GENERAL SUPPORT | 202443189349305024 |
| 2023 | California Community Foundation | Wisdom & Money Menlo Park, CA | A | $55,250 | paid | RELIGION | 202441359349312719 |
| 2023 | Network for Good | Wisdom & Money Menlo Park, CA | A | $28,578 | paid | UNRESTRICTED | 202413059349302646 |
| 2023 | Center for Action and Contemplation | Wisdom and Money Menlo Park, CA | A | $20,000 | paid | BE 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. | 202442779349300039 |
| 2023 | Fidelity Investments Charitable Gift Fund | Wisdom & Money Menlo Park, CA | A | $6,900 | paid | For grant recipient's exempt purposes | 202441369349301334 |
| 2022 | Judy Ann Bork Charitable Trust | Wisdom & Money Menlo Park, CA | B | $110,000 | approved, future | SUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY | 202343149349102574 |
| 2022 | Center for Action and Contemplation | Wisdom and Money Menlo Park, CA | A | $100,000 | paid | BE 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 | 202343079349303189 |
| 2022 | Impactassetsinc | Wisdom & Money Menlo Park, CA | A | $90,000 | paid | GENERAL SUPPORT | 202333199349308098 |
| 2022 | Judy Ann Bork Charitable Trust | Wisdom & Money Menlo Park, CA | B | $75,000 | paid | SUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY | 202343149349102574 |
| 2022 | Network for Good | Wisdom & Money Menlo Park, CA | A | $36,083 | paid | UNRESTRICTED | 202342939349300849 |
| 2022 | California Community Foundation | Wisdom & Money Menlo Park, CA | A | $16,500 | paid | RELIGION | 202311349349300141 |
| 2022 | Fidelity Investments Charitable Gift Fund | Asbury United Methodist Church Raleigh, NC | A | $11,800 | paid | For grant recipient's exempt purposes | 202321309349304807 |
| 2022 | Fidelity Investments Charitable Gift Fund | Wisdom & Money Menlo Park, CA | A | $11,800 | paid | For grant recipient's exempt purposes | 202430459349302913 |
| 2022 | Schwab Charitable Fund | Wisdom & Money Menlo Park, CA | A | $8,000 | paid | PUBLIC, SOCIETAL BENEFIT | 202330939349300403 |
| 2021 | Coastal Community Foundation | Wisdom & Money Menlo Park, CA | A | $30,000 | paid | CHARITABLE SUPPORT | 202133199349321343 |
| 2021 | Network for Good | Wisdom & Money Menlo Park, CA | A | $9,115 | paid | UNRESTRICTED | 202212289349300736 |
| 2021 | Schwab Charitable Fund | Wisdom & Money Menlo Park, CA | A | $6,000 | paid | PUBLIC, SOCIETAL BENEFIT | 202230499349301028 |
| 2020 | Judy Ann Bork Charitable Trust | Wisdom & Money Menlo Park, CA | B | $100,000 | paid | SUSTAINING FOUNDER GRANT IN SUPPORT OF PHILANTHROPY | 202103199349107925 |
| 2020 | Impactassetsinc | Wisdom & Money Menlo Park, CA | A | $50,000 | paid | GENERAL SUPPORT | 202133199349315428 |
| 2020 | Network for Good | Wisdom & Money Menlo Park, CA | A | $19,224 | paid | Unrestricted | 202131819349300608 |
| 2020 | The Triskeles Foundation | Wisdom and Money Menlo Park, CA | A | $10,000 | paid | PROGRAM SUPPORT | 202140569349300219 |
| 2020 | Schwab Charitable Fund | Wisdom & Money Menlo Park, CA | A | $10,000 | paid | PUBLIC, SOCIETAL BENEFIT | 202140489349301804 |
| 2020 | Bny Mellon Charitable Gift Fund C/O Bny Mellon Na | Wisdom & Money Menlo Park, CA | A | $9,000 | paid | TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE | 202101689349300225 |
| 2020 | Fidelity Investments Charitable Gift Fund | Wisdom & Money Menlo Park, CA | A | $6,000 | paid | For grant recipient's exempt purposes | 202121359349300427 |
| 2019 | The Triskeles Foundation | Wisdom and Money Menlo Park, CA | A | $22,650 | paid | PROGRAM SUPPORT | 202000759349300900 |
| 2019 | Bny Mellon Charitable Gift Fund C/O Bny Mellon Na | Wisdom & Money Menlo Park, CA | A | $10,000 | paid | TO FURTHER THE ORGANIZATIONS EXEMPT PURPOSE | 202031909349301903 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are inferred and should be read as leads until the check is published on the methodology page.
Derived from IRS Form 990-PF and Form 990 Schedule I e-file XML filed by the funders shown; this organization's identity from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The rows as Parquet: manifest.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.