EIN 27-2015422

Excellence in Investing for Childrens Causes

IRS 501(c) type
501(c)(3)
Num. employees
0
Year formed
2010
Most recent tax filings
2023-12-01
Description
Excellence in Investing for Childrens Causes organizes the Sohn Conference San Francisco, an annual investment conference benefiting Bay Area and national organizations involved in education and other children's causes. The conference brings together some of the world's top investors and other prominent thinkers to share their investment ideas and insights. Inspired by the Ira Sohn Investment Research Conference, the Excellence in Investing conference attracts speakers from Wall Street, Silicon Valley, and beyond, who generously share their time and ideas to benefit children's causes.
Total revenues
$438,010
2023
Total expenses
$501,938
2023
Total assets
$48,143
2023
Num. employees
0
2023

Program areas at Excellence in Investing for Childrens Causes

The Excellence in Investing conference brings together some of the world's top investors and other prominent thinkers from Wall Street, Silicon Valley and everywhere in between. The speakers have generously agreed to share their time and ideas to benefit the Excellence in Investing for Children's Causes Foundation and its beneficiaries. The conference allows portfolio managers, asset allocators and private investors an opportunity to learn from the insights and specific investment ideas of these highly successful speakers.During the year ended December 31, 2023, the organization issued grants totaling $255,000 to four different nonprofit organizations, as reflected in Schedule I.

Grants made by Excellence in Investing for Childrens Causes

GranteeGrant descriptionAmount
SOHN Conference FoundationPediatric Cancer/childhood Diseases$75,000
Schools Mentoring and Resources Team Inc SMARTEqual Opportunity in Education$60,000
826 ValenciaYouth Programs$60,000
...and 1 more grant made

Who funds Excellence in Investing for Childrens Causes

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Poznanski FoundationAssistance$10,000

Personnel at Excellence in Investing for Childrens Causes

NameTitleCompensation
Peter LardnerTreasurer$0
Seth BlackmanPresident$0
Jim FrolikSecretary$0
Patrick WolffVice President$0
Adam BristolSecretary$0
...and 2 more key personnel

Financials for Excellence in Investing for Childrens Causes

RevenuesFYE 12/2023
Total grants, contributions, etc.$438,010
Program services$0
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$438,010

Form 990s for Excellence in Investing for Childrens Causes

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-06990View PDF
2022-122023-07-12990View PDF
2021-122022-04-29990View PDF
2020-122021-05-21990View PDF
2019-122020-10-05990View PDF
...and 9 more Form 990s

Organizations like Excellence in Investing for Childrens Causes

OrganizationLocationRevenue
Metrowest Women's FundWeston, MA$268,402
Love Life FoundationMckinney, TX$735,206
Ahava BabyBrooklyn, NY$236,492
Magicians Without BordersBristol, VT$120,092
Beit Sahour USA OrganizationFlint, MI$488,371
The Partnership FoundationSpring Arbor, MI$498,733
Trust for Trauma JournalismTampa, FL$126,743
Pumped for Change City KeepersSouth Miami, FL$498,335
Kreider AllianceDixon, IL$179,257
The Rancher's RideHouston, TX$117,595
Data update history
August 26, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 24, 2023
Updated personnel
Identified 2 new personnel
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 25, 2023
Received grants
Identified 1 new grant, including a grant for $10,000 from Marin Community Foundation
May 11, 2023
Updated personnel
Identified 3 new personnel
Nonprofit Types
Grantmaking organizationsSocial advocacy organizationsHuman service organizationsCharities
Issues
Human services
Characteristics
Provides grantsTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
3053 Fillmore St 115
San Francisco, CA 94123
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Website URL
excellencesf.org/ 
Phone
(415) 246-7567
IRS details
EIN
27-2015422
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2010
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P12: Human Services Fund Raising and Fund Distribution
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
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