AUMdb

Max And Marion Caldwell Foundation

EIN 161641295 · 501(c)(3) · Public charity · Capitola, CA · recognized 2003

Assets
$1.3M
Revenue
$253K
Expenses
$139K
Investment income
$125K

Form 990 fiscal year ended 10/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Hannah S Wilson Trustee $0 $0
Douglas F Kirkwood Treasurer $0 $0
Stefanie Bellucci Secretary $0 $0
Scott Kirkwood Trustee $0 $0
Britt Haselton Trustee $0 $0
Joanne Lichtenstein Trustee $0 $0
Clare Schneider President $0 $0