Nonprofit · EIN 77-0527966
CALDWELL FISHER FAMILY FOUNDATION
Tax-exempt · MENLO PARK, CA 94025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,026,435 | $90,429 | $936,006 | $24,020,753 | $13,720,716 | $10,300,037 |
| December 31, 2023 | 990-PF | $945,038 | $6,311,000 | -$5,365,962 | $26,629,781 | $17,523,820 | $9,105,961 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $1,013,321
- Net gain from sales of assets
- $13,114
Expenses
- Grants and similar amounts paid
- $17,559
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,745,000
- Excise tax on investment income
- $13,730
Balance sheet and other
- Total assets, start of year
- $26,629,781
- Total assets, end of year
- $24,020,753
- Total liabilities, end of year
- $13,720,716
- Net assets, end of year
- $10,300,037
- Fair market value of assets
- $24,020,753
- Qualifying distributions
- $3,824,761
- Net investment income
- $1,026,435
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER CALDWELL 2882 SAND HILL ROAD STE 150, MENLO PARK, CA 94025 | PRESIDENT/VICE PRESIDENT | 1 | $0 |
| JOHN FISHER 2882 SAND HILL ROAD STE 150, MENLO PARK, CA 94025 | CEO/SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER CALDWELL 2882 SAND HILL ROAD STE 150, MENLO PARK, CA 94025 | PRESIDENT/VICE PRESIDENT | 1 | $0 |
| JOHN FISHER 2882 SAND HILL ROAD STE 150, MENLO PARK, CA 94025 | CEO/SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2882 SAND HILL RD STE 150, MENLO PARK, CA 94025-7057
- In care of
- % JENNIFER CALDWELL
- Signed the 990-PF
- JOHN FISHER, CEO/SECRETARY
- Phone
- (650) 233-9000
- Return prepared by
- FRANK RIMERMAN & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0527966 or by the name CALDWELL FISHER FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 77-0527966
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $24,020,753
- Income (IRS master file)
- $10,828,677
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,026,435 | $90,429 | $24,020,753 | IRS |
| 990-PF | December 2023 | $945,038 | $6,311,000 | $26,629,781 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0527966).
Questions about CALDWELL FISHER FAMILY FOUNDATION
- What is the EIN of CALDWELL FISHER FAMILY FOUNDATION?
- The employer identification number (EIN) of CALDWELL FISHER FAMILY FOUNDATION is 77-0527966.
- Is CALDWELL FISHER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CALDWELL FISHER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CALDWELL FISHER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CALDWELL FISHER FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALDWELL FISHER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CALDWELL FISHER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does CALDWELL FISHER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,026,435, expenses of $90,429 and total assets of $24,020,753 at year end.
Other nonprofits in MENLO PARK
- WILLIAM & FLORA HEWLETT FOUNDATION EIN 94-1655673 · last filed 990-PF for 2024
- H&H EVERGREEN FOUNDATION EIN 46-5066162 · last filed 990-PF for 2025
- ARROW IMPACT EIN 83-1423625 · last filed 990-PF for 2024
- DRAPER RICHARDS KAPLAN FOUNDATION EIN 91-2172351 · last filed 990 for 2024
- SAND HILL FOUNDATION EIN 94-3219107 · last filed 990-PF for 2024
- ADVOCACY ACTION FUND INC EIN 87-3941853 · last filed 990 for 2024
- HRH FOUNDATION EIN 94-3381908 · last filed 990-PF for 2025
- CHANDNA FAMILY FOUNDATION EIN 81-4705920 · last filed 990-PF for 2024
All nonprofits in MENLO PARK · California · Philanthropy, voluntarism and grantmaking foundations