EXCELLENCE IN INVESTING FOR CHILDRENS CAUSES
3053 Fillmore St 115, San Francisco, CA 94123 www.excellencesf.org

Total Revenue
$219,470
Total Expenses
$189,914
Net Assets
$61,195

Organizations Filed Purposes: 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.

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, 2020, the organization issued grants totaling $133,000 to three different nonprofit organizations, as reflected in Schedule I.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Rebecca ChiaSecretary2$0
Julia MooreTreasurer2$0
Peter LardnerPresident4$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202111259349301031_public.xml