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Excellence In Investing For Childrens Causes

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 272015422 ✦ San francisco, CA ✦ Designated as a 501(c)(3)

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Overview

What is Excellence In Investing For Childrens Causes?

Excellence In Investing For Children's Causes is a nonprofit organization based in San Francisco, California. Their primary mission is to organize the annual Sohn Conference San Francisco, which gathers prominent investors and thinkers from various fields. This event aims to benefit Bay Area and national organizations focused on education and children's causes. The organization generously utilizes speakers' time and ideas to raise funds for its cause, as seen in the grants it awarded totaling $165,446 to four nonprofits in 2021. The conference provides an opportunity for portfolio managers, asset allocators, and private investors to learn from these successful speakers' insights and investment ideas.


Official website here: www.excellencesf.org

Is Excellence In Investing For Childrens Causes legitimate?

Excellence In Investing For Childrens Causes is a legitimate nonprofit organization registered as a 501(c)(3) entity. Excellence In Investing For Childrens Causes submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.excellencesf.org

What is the mission statement of Excellence In Investing For Childrens Causes?

Excellence In Investing for Children's Causes, as an organization, aims to raise funds for educational and children's causes through its annual investment conference. This conference gathers prominent investors and thinkers from various fields to share their investment ideas and insights. The conference, inspired by the Ira Sohn Investment Research Conference, is designed to benefit the organization and its chosen beneficiaries. The funds raised from this event are then distributed to qualified nonprofit organizations. The mission of Excellence In Investing for Children's Causes is to utilize the expertise of the financial industry to make a positive impact on children's lives by supporting educational initiatives and other relevant causes.


Official website here: www.excellencesf.org

Who is the CEO of Excellence In Investing For Childrens Causes?

Peter Lardner is the President of Excellence In Investing For Childrens Causes.


Official website here: www.excellencesf.org

What is the revenue of Excellence In Investing For Childrens Causes?

Excellence In Investing For Childrens Causes's revenue in 2022 was $228,352.


Official website here: www.excellencesf.org

Who are the executives of Excellence In Investing For Childrens Causes and what are their salaries?

There 20 volunteers at Excellence In Investing For Childrens Causes.


Here are 6 key members and their salaries:


Seth Blackman (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peter Lardner (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jim Frolik (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alice Kennon (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lindsay Costigan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Julia Moore (Director (Frmr))
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.excellencesf.org

Where can I find the form 990 for Excellence In Investing For Childrens Causes?

Excellence In Investing For Childrens Causes's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.excellencesf.org

Learn more at the official website: www.excellencesf.org

Mission Statement of Excellence In Investing For Childrens Causes

Excellence in Investing for Children's Causes, a nonprofit organization, is dedicated to organizing the annual Sohn Conference San Francisco. This event serves as a platform to bring together some of the world's leading investors and influential thinkers. The conference, inspired by the Ira Sohn Investment Research Conference, provides an opportunity for these individuals to share their investment ideas and insights. The primary objective of this conference is to benefit various Bay Area and national organizations that focus on education and other children's causes. The proceeds from the conference are channeled towards the Excellence in Investing for Children's Causes Foundation and its affiliated beneficiaries. During the year ending December 31, 2021, the organization distributed grants totaling $165,446 to four different nonprofit organizations, as reflected in their financial records.

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Impact




October, 2024

Excellence In Investing For Children's Causes makes a significant impact by organizing the Sohn Conference San Francisco, which brings together leading investors and thinkers from diverse sectors, including Wall Street and Silicon Valley. This annual investment conference not only provides a platform for these experts to share valuable insights and investment strategies, but it also directs proceeds to support organizations focused on children's education and well-being.

In 2021 alone, the initiative granted $165,446 to various nonprofit organizations dedicated to children's causes. By fostering collaboration among top-tier professionals and encouraging philanthropic investment in children's services, it amplifies resources and support for educational initiatives and other critical programs that benefit youth in the Bay Area and beyond. This approach not only enhances financial literacy and success among attendees but also translates that knowledge into tangible contributions that uplift communities and improve the lives of children.




This information is meant to be a general summary of Excellence In Investing For Childrens Causes. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$228,352 (2022)
Expenses
$181,349 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Gross Receipts: $228,352

Assets and Liabilities:

  • Total Assets: $112,071
  • Total Liabilities: $0
  • Net Assets: $112,071

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Organization Details

Founding Year

2010

Principal Officer

Peter Lardner

Main Address

3053 Fillmore St 115, San Francisco, CA, 94123

NTEE Category

Code: P123 - Human services

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