Excellence in Investing
Data sourced from IRS 990 public filings
Excellence in Investing Excellence in Investing for Childrens Causes, Inc. organizes the Sohn Conference San Francisco, an annual investment conference benefiting Bay Area and national organizations involved in education and other childrens causes.
Children (Ages 0-12)
Local (City/County Level)
Education & Awareness
Grantmaking & Regranting
Education
Human Services
Education Policy & Reform
Annual Revenue
$523,820
Known Funders
2
Grants Received
2
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $523,820 | $530,041 | $44,044 |
| 2023 | $438,010 | $501,938 | $48,143 |
| 2022 | $228,352 | $181,349 | $112,071 |
| 2021 | $236,200 | $232,327 | $65,126 |
| 2020 | $219,470 | $189,914 | $61,802 |
| 2019 | $338,999 | $346,852 | $41,612 |
| 2018 | $335,175 | $329,024 | $99,337 |
| 2017 | $297,150 | $290,987 | $33,979 |
Top Funders
MARIN COMMUNITY FOUNDATION
NOVATO, CA
$10,000 (2021)
TULLY FAMILY FOUNDATION
CHICAGO, IL
$510 (2021)
Key Personnel
From 2024 IRS 990 filing
S
Seth Blackman
President
Officer
P
Peter Lardner
Treasurer
Officer
J
Jim Frolik
Secretary
Officer
A
Alice Kennon
Director
L
Lindsay Costigan
Director
Frequently Asked Questions
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