Caldwell Fisher Family

MENLO PARK, CA EIN: 77-0527966

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

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 History

Grant recipients and amounts by year

No grants recorded for .

Who else does Caldwell Fisher Family fund?

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Key People

Officers and directors from IRS filings

From 2024 filing

NameTitleHoursCompensation
JENNIFER CALDWELLPRESIDENT/VICE PRESIDENT1
JOHN FISHERCEO/SECRETARY

Geographic Focus

Where this funder has awarded grants

Cities

Albert LeaArlingtonBellevueBerkeleyBostonBronxBrooklynCambridgeChilmarkEdgartownHagerstownIndianapolisLos AngelesMadisonMenemshaMenlo ParkMontereyNatickNew YorkPhiladelphia

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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