Caldwell Fisher Family

MENLO PARK, CA EIN: 77-0527966

The Caldwell Fisher Family Foundation is a private family foundation established in 1999 and granted IRS tax-exempt status in 2001. Based in Menlo Park, California, the foundation operates as an invitation-only grantmaker with a focus on climate solutions, environmental conservation, and education initiatives.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$24.0M

-9.8% YoY

Annual Giving

$3.7M

-29.7% YoY

Grant Count

7

-69.6% YoY

Avg Grant Size

$535K

+130.9% YoY

Under IRS private-foundation payout rules, Caldwell Fisher Family reported a distributable amount of $1.3M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation prioritizes climate crisis solutions and environmental conservation with an emphasis on science-based approaches to climate change. Funding interests include:

  • Climate change and climate solutions
  • Environmental conservation
  • Education, particularly science and STEM education
  • Coral reef restoration and marine conservation
  • Philanthropy and grantmaking

Grantmaking

Grant Range

$300 to $12,350,000

Invitation Only

** The foundation does not accept unsolicited applications and operates on an invitation-only basis, making grants to preselected organizations through trustee discretion.

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Geographic Focus

Where this funder awards grants

The foundation funds organizations primarily in California, Washington D.C., and New York, with a national scope for select initiatives.

Grant Distribution by State

14states
+6 more states

Cities

Albert LeaArlingtonBellevueBerkeleyBostonBronxBrooklynCambridgeChilmarkEdgartownHagerstownIndianapolisLos AngelesMadisonMenemshaMenlo ParkMontereyNatickNew YorkPhiladelphia

Financial History

Multi-year comparison from IRS filings

Metric 2024 2023 2022
Total Assets $24.0M–$26.6M $30.9M $34.4M
Total Giving $5.3M $13.7M $2.7M
Number of Grants 23 31 46

2024 Financial Summary:

  • Total revenues: $1,026,435
  • Total expenses: $90,429
  • Total assets: $24,020,753
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8M$17M$25M$34M20202021202220232024
Metric202420232022
Total Assets$24,020,753$26,629,781$30,860,747
Revenue$1,026,435$945,038$10,605,445
Expenses$90,429$6,311,000$25,576,553
Qualifying Distributions$3,824,761$5,428,021$13,780,119
Net Investment Income$987,759$954,726$9,453,009
Distributable Amount$1,297,146$1,474,931$1,843,623

Giving Over Time

Total grant dollars and number of grants per year

$0$3M$7M$10M$14M47 grants202046 grants202131 grants202223 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

HARVARD'S CLIMATE ACTION…$3.5MNATIONAL REDISTRICTING F…$100KSFMOMA$85KEXPLORATORIUM$25KMENTAL HEALTH COALITION …$25KJANE GOODALL INSTITUTE$5KLANDPATHS$5K

Grant Size Distribution

154 grants across all recorded years

91<$50K31$50–100K23$100–250K4$250–500K$500K–1M4$1–5M1$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Harvard's Climate Action Accelerator Fund ($3,500,000), National Redistricting Foundation ($100,000), Sfmoma ($85,000).

RecipientPurposeAmount
EXPLORATORIUM SAN FRANCISCO, CASCIENCE/EDUCATION$25,000
JANE GOODALL INSTITUTE WASHINGTON, DCENVIORNMENT$5,000
LANDPATHS SANTA ROSA, CAENVIORNMENT$5,000
NATIONAL REDISTRICTING FOUNDATION WASHINGTON, DCEDUCATION/WELLFARE$100,000
HARVARD'S CLIMATE ACTION ACCELERATOR FUND BOSTON, MAEDUCATION$3,500,000
SFMOMA SAN FRANCISCO, CAART$85,000
MENTAL HEALTH COALITION INC NEW YORK, NYMENTAL HEALTH$25,000

Leadership & Key People

Leadership team and compensation from IRS filings

  • John H.N. Fisher – Chief Executive Officer and Secretary
  • Jennifer Caldwell – Co-leader

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JENNIFER CALDWELLPRESIDENT/VICE PRESIDENT1
JOHN FISHERCEO/SECRETARY

Recent News & Activity

Recent developments and announcements

The foundation serves as a lead partner in the California Academy of Sciences' "Hope for Reefs" coral reef restoration program, a strategic initiative valued at $8.5 million. Leadership also co-chairs Harvard's Salata Institute for Climate and Sustainability External Advisory Board, reflecting the foundation's commitment to advancing climate science and sustainability education at major research institutions.

New program to boost funding for priority climate solutions

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Caldwell Fisher Family fund?

The foundation prioritizes climate crisis solutions and environmental conservation with an emphasis on science-based approaches to climate change. Funding interests include: • Climate change and climate solutions • Environmental conservation • Education, particularly science and STEM education • Coral reef restoration and marine conservation • Philanthropy and grantmaking

How do I apply for a grant from Caldwell Fisher Family?

**Application Process:** The foundation does not accept unsolicited applications and operates on an invitation-only basis, making grants to preselected organizations through trustee discretion. **Grant Characteristics:** • Grant range: $300 to $12,350,000 • Median grant: $25,000–$50,000 • 2024 giving: $5.3 million across 23 grants • 2023 giving: $13.7 million across 31 grants • 2022 giving: $2.7 million across 46 grants **Recent Grant Recipients (2023–2024):** • President and Fellows of Harvard…

Where does Caldwell Fisher Family make grants?

The foundation funds organizations primarily in California, Washington D.C., and New York, with a national scope for select initiatives.

What size grants does Caldwell Fisher Family award?

In 2024, Caldwell Fisher Family awarded 7 grants totaling $3.7M — an average of about $535K per grant, based on its IRS Form 990 filings.

How much is Caldwell Fisher Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Caldwell Fisher Family reported a distributable amount of $1.3M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Caldwell Fisher Family's EIN?

Caldwell Fisher Family's EIN (Employer Identification Number) is 77-0527966. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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