2026-04-29T13:31:01-07:00 2025-12-31 680260103 REGALIA BERGER & BERGER CPAS 103 TOWN COUNTRY DR STE K DANVILLE CA 94526 990 2025-01-01 272015422 Excellence in Investing for Childrens Causes EXCE 4152467567 3053 Fillmore St 115 San Francisco CA 94123 Peter Lardner Treasurer 4158347962 2026-04-29 true Valerie Regalia P03074278 9253140390 2025 2025-03-06 01:10:19Z Peter Lardner 3053 Fillmore St 115 San Francisco CA 94123 561263 false X www.excellencesf.org X 2010 DE 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. 5 5 0 20 0 523603 418897 126050 0 217 16116 523820 561063 275000 265000 0 0 0 652 255041 324843 530041 589843 -6221 -28780 44044 13422 2122 280 41922 13142 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. false false 554089 265000 126050 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. 554089 true true false false false false false false false false false false false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false false false true 8 0 true 0 false false false false false false false 0 false false false false false false false X 5 5 false false false false false false false true true false false true true true true true true true true false CA X Peter Lardner 4152467567 3053 Fillmore Street 115 San Francisco CA 94123 X Seth Blackman President 2.00 0.00 X X 0 0 0 Peter Lardner Treasurer 2.00 0.00 X X 0 0 0 James Frolik Secretary 2.00 0.00 X X 0 0 0 Mike Moscuzza Director 2.00 0.00 X 0 0 0 Lindsay Costigan Director 2.00 0.00 X 0 0 0 0 false false false 0 418897 418897 Conference Income 900099 126050 126050 126050 0 0 0 0 0 0 16316 200 16116 15916 0 0 561063 126050 15916 265000 265000 0 0 0 0 0 0 0 0 0 0 0 27717 27717 0 0 0 0 1516 1516 1348 1348 1189 1189 0 0 0 0 0 0 0 0 280 280 Conferences 288809 288809 Business Registration Fees 2583 2583 Bank/merchant charges 749 749 Postage and Shipping 652 652 0 589843 554089 35102 652 39544 13422 0 0 0 0 0 0 0 4500 0 0 0 0 0 0 0 44044 13422 2122 280 2122 280 X 41922 13142 41922 13142 44044 13422 -28780 X false false false X 236200 228352 438010 523820 435013 1861395 0 0 236200 228352 438010 523820 435013 1861395 68044 1793351 0 0 0 1861395 0.96340 0.95800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 561063 561063 561063 589843 589843 589843 X false false false 16316 200 false 16316 200 200 16116 true false false false 1.00000 false false true EatLearnPlay Foundation 647 4th St Oakland CA 94607 831373602 501(c)(3) 85000 0 children's nutrition and activity SMART 2101 Mission St Ste 200 San Francisco CA 94110 943287468 501(c)(3) 85000 0 Equal opportunity in education The Posse Foundation 14 Wall Street Ste 8A-60 New York NY 10005 133840394 501(c)(3) 85000 0 University Education 3 0 Grantmaker's Description of How Grants are Used Excellence in Investing for Children's Causes requires ongoing feedback in the form of written reports in order to monitor the progress of each funded grant. Form 990, Part VI, Section B, Line 11b Form 990 is prepared by an outside tax professional. The form is then reviewed by the organization's management. After a full review, the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service. Form 990, Part VI, Section B, Line 12c Members of the board of directors review the compensation of all high-level personnel periodically in accordance with IRS rules and regulations. Efforts are made to secure compensation data from industry sources in order to determine competitiveness and appropriateness of salaries. Every effort is made to ensure that the process is thorough and transparent in accordance with IRS guidelines and the organization's policies and procedures. Form 990, Part VI, Section B, Line 15a The Organization has no paid employees. All of the activities are carried out by an all-volunteer board of directors and other individuals who contribute their time and talents. Form 990, Part VI, Section B, Line 15b The Organization has no paid employees. All of the activities are carried out by an all-volunteer board of directors and other individuals who contribute their time and talents. Form 990, Part VI, Section C, Line 19 All of the organization's governing documents, financial statements, and other legal filings are maintained in a secure environment and held available for inspection by tax authorities and the general public. Tax returns are posted annually to our website and to www.guidestar.org (where they are available for viewing as electronic copies) and are also available by request from the organization's office.