Form 990 for tax year 2025
Filed by EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC.
Totals
- Total revenue
- $561,063
- Total expenses
- $589,843
- Contributions and grants received
- $418,897
- Grants paid
- $265,000
- Program service revenue
- $126,050
- Investment income
- $0
- Other revenue
- $16,116
- Total assets, end of year
- $13,422
- Total liabilities, end of year
- $280
- Net assets or fund balances, end of year
- $13,142
- Program services expenses (Part IX)
- $554,089
- Management and general expenses
- $35,102
- Fundraising expenses
- $652
- Program service expenses (Part III)
- $554,089
Program services were 93.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$418,897
-
2a · Program service revenue: Conference Income
total $126,050 · related or exempt $126,050
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$16,316
-
9b · Gaming: direct expenses
$200
-
9c · Net income from gaming
total $16,116 · excluded $15,916
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $265,000 · program services $265,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $27,717 · management and general $27,717
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $1,516 · management and general $1,516
-
13 · Office expenses
total $1,348 · management and general $1,348
-
14 · Information technology
total $1,189 · management and general $1,189
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $280 · program services $280
-
24a · Other expenses: Conferences
total $288,809 · program services $288,809
-
24b · Other expenses: Business Registration Fees
total $2,583 · management and general $2,583
-
24c · Other expenses: Bank/merchant charges
total $749 · management and general $749
-
24d · Other expenses: Postage and Shipping
total $652 · fundraising $652
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $39,544 · end of year $13,422
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $4,500 · end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $2,122 · end of year $280
-
27 · Net assets without donor restrictions
beginning of year $41,922 · end of year $13,142
Mission and programs · 2025
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.
Activities or mission (Part I)
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.
-
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, 2025, the organization issued grants totaling $265,000 to five different nonprofit organizations.
Expenses $554,089 · Grants $265,000 · Revenue $126,050
As filed on the 2025 return.
Listed in Part VII
-
Seth Blackman
President
- Total calculated
- $0
- Hours/week
- 2
-
Peter Lardner
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
James Frolik
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Mike Moscuzza
Director
- Total calculated
- $0
- Hours/week
- 2
-
Lindsay Costigan
Director
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$85,000
children's nutrition and activity
-
$85,000
Equal opportunity in education
-
$85,000
University Education
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 29 April 2026
- IRS schema version
- 2025v4.1
- Source object
- 202601199349302270
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