Mission
The conference brings together some of the world's top investors and other prominent thinkers to share their investment ideas and insights. The conference was inspired by and is patterned after the Ira Sohn Investment Research Conference.
Public Charity
Excellence in Investing for Childrens Causes
Excellence in Investing for Childrens Causes is a nonprofit organization categorized as Public Charity based in San Francisco, CA. Its most recent IRS filing (2025) reports revenue of $561K, expenses of $590K, total assets of $13K. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $99K.
EIN: 272015422
San Francisco, CA
Fund Raising & Fund Distribution
NTEE: P12
Latest filing: 2025
Total Revenue$561K
Total Expenses$590K
Total Assets$13K
Grant Records8
Funding Total$99K
Filing Years2021–2025
Where $100 goes at Excellence in Investing for Childrens Causes
How Excellence in Investing for Childrens Causes divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$93
Programs
the work itself
$7
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $93 for programs
$93
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
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
For grant recipient's exempt purposes
$8,250
PROVIDE OPERATING SUPPORT
$7,500
GENERAL OPERATING SUPPORT
$10,000
UNRESTRICTED GENERAL SUPPORT
$5,500
GENERAL SUPPORT
$16,500
Showing up to 5 of 8 total records — full history available with membership.
Officers & Directors
Secretary
James Frolik
Director
Lindsay Costigan
Director
Mike Moscuzza
Treasurer
Peter Lardner
President
Seth Blackman
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $561K | $590K | $13K |
| 2024 | $524K | $530K | $44K |
| 2023 | $438K | $502K | $48K |
| 2022 | $228K | $181K | $112K |
| 2021 | $236K | $232K | $65K |
Between 2021 and 2025, reported annual revenue grew from $236K to $561K (+138%), with total assets most recently reported at $13K.
Interactive year-over-year charts and full filing details available with membership.