Skip to content
Nonprofiteer
← All organizations

EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES INC

EIN 27-2015422 SAN FRANCISCO, CA

Revenue 2025
$561,063
Expenses 2025
$589,843

Program services were 93.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P123
Classification
1000
Street
3053 FILLMORE ST 115

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2025
    Revenue
    $561,063
    Expenses
    $589,843
    Contributions
    $418,897
    Grants paid
    $265,000
  • 2024
    Revenue
    $523,820
    Expenses
    $530,041
    Contributions
    $523,603
    Grants paid
    $275,000
  • 2024
    Revenue
    $523,820
    Expenses
    $530,041
    Contributions
    $523,603
    Grants paid
    $275,000
  • 2023
    Revenue
    $438,010
    Expenses
    $501,938
    Contributions
    $438,010
    Grants paid
    $255,000
  • 2022
    Revenue
    $228,352
    Expenses
    $181,349
    Contributions
    $228,352
    Grants paid
    $105,000

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $236,200
    Expenses
    $232,327
    Assets (EOY)
    $65,126

  • 2020 · 990

    Revenue
    $219,470
    Expenses
    $189,914
    Assets (EOY)
    $61,802

  • 2019 · 990

    Revenue
    $338,999
    Expenses
    $346,852
    Assets (EOY)
    $41,612

  • 2018 · 990

    Revenue
    $335,175
    Expenses
    $329,024
    Assets (EOY)
    $99,337

  • 2017 · 990

    Revenue
    $297,150
    Expenses
    $290,987
    Assets (EOY)
    $33,979

  • 2016 · 990

    Revenue
    $321,900
    Expenses
    $309,476
    Assets (EOY)
    $81,930

  • 2015 · 990

    Revenue
    $354,502
    Expenses
    $325,712
    Assets (EOY)
    $108,104

  • 2014 · 990

    Revenue
    $366,867
    Expenses
    $283,468
    Assets (EOY)
    $96,864

  • 2013 · 990

    Revenue
    $355,733
    Expenses
    $325,036
    Assets (EOY)
    $108,560

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $285,369
    Assets (EOY)
    $133,433

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2025, the newest we have parsed for this organization.