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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$44K
-8.5% YoY
Annual Giving
$275K
+7.8% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$69K
+7.8% YoY
About Excellence in Investing
Based on IRS filings
Excellence in Investing is a nonprofit organization focused on Human Services, based in SAN FRANCISCO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $44K in total assets. In 2024, it awarded 4 grants totaling $275K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $44,044 | $48,143 | $112,071 |
| Revenue | $523,820 | $438,010 | $228,352 |
| Expenses | $530,041 | $501,938 | $181,349 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include EatLearnPlay Foundation ($75,000), Smart ($75,000), The Posse Foundation ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EatLearnPlay Foundation Oakland, CA | children's nutrition and activity | $75,000 |
| Ira Sohn Conference Fdtn New York, NY | pediatric cancer/childhood diseases | $50,000 |
| SMART San Francisco, CA | Equal opportunity in education | $75,000 |
| The Posse Foundation New York, NY | University Education | $75,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Seth Blackman | President | 4 | — |
| Peter Lardner | Treasurer | 2 | — |
| Jim Frolik | Secretary | 2 | — |
| Alice Kennon | Director | 2 | — |
| Lindsay Costigan | Director | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Excellence in Investing?
Excellence in Investing is a nonprofit organization focused on Human Services, based in SAN FRANCISCO, CA. It holds $44K in total assets as of 2024.
How large is Excellence in Investing?
As of 2024, Excellence in Investing holds $44K in total assets with $524K in annual revenue. It awarded 4 grants totaling $275K in 2024.
Where does Excellence in Investing operate?
Excellence in Investing has awarded grants in California, New York.
What size grants does Excellence in Investing award?
In 2024, Excellence in Investing awarded 4 grants totaling $275K — an average of about $69K per grant, based on its IRS Form 990 filings.
What is Excellence in Investing's EIN?
Excellence in Investing's EIN (Employer Identification Number) is 27-2015422. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Excellence in Investing's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Excellence in Investing on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
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