How much did Excellence in Investing grant in FY2024?

Excellence in Investing reported 4 grants totaling $275,000 in its FY2024 IRS filing.

Where is Excellence in Investing based?

Excellence in Investing is based in CA.

Excellence in Investing

Foundation Dossiers Also receives grants — funding profile →

· Public charity

Excellence in Investing

Excellence in Investing for Childrens Causes, Inc.

$275k

Granted FY2024

Grants

Communities

$75k

Largest

01What you fund

0198% classified

What you funded, over time

Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2017–2024.

Education$455kHealth$298kHuman Services$249kYouth Development$230kPhilanthropy$135kHousing & Shelter$85kCrime & Legal$33kOther$33k

02beneath the categories

Past the labels — and the year it shifted

Beneath the NTEE codes, this is what the grant descriptions actually say.

…and in their own words, year by year

2018

youth

2019

youth

2020

youth

2021

writing skillsyouthstudents

2022

writing skillsyouthstudents

2023

writing skillsstudents

2024

posseacademicleadershipstudents

Words distinctive to each year’s grant purposes (TF-IDF) · event-driven terms in cyan.

03FY2024 · 4 grants

Where the money goes

Your grants by size, and where they go.

$75,000

Median grant

States reached

$44k

Total assets

Largest grants

EatLearnPlay Foundation$75,000
SMART$75,000
The Posse Foundation$75,000
Ira Sohn Conference Fdtn$50,000

02The need

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY18–22, $249k) land where the poverty rate runs at 10% — the area typically sits at 9%. 100% of those dollars reach neighborhoods with above-average need. Most of your grants land in higher-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA, United Way ALICE — shown as context about the area, never attributed to your giving.

03Your edge

repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

89%of every dollar goes to organizations you’ve funded before.

$1.3M · 8 repeat orgs$174k to everyone else

And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +73% since the first grant, against +17% for the ones you funded once.

8 repeat relationships — 3 still active in FY2024, 5 since wound down; 1 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$1.3M

$99k

Median revenue growth · since first grant

+73%

+17%

Still filing today

100%

67%

New vs renewed · share of each year

In FY2024, 73% of grant dollars renewed an existing relationship; $75k went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

EducationYouth DevelopmentHealthHousing & ShelterCrime & LegalHuman ServicesOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

CE
Community Education
5× · 2018–2022 · $249k · revenue +485% · 27% of their budget
BT
Bridge the Gap College Prep
4× · 2019–2022 · $197k · revenue +172%
8V
826 Valencia
3× · 2021–2023 · $139k · revenue +73%

Funded once

GC
Generation Citizengraduated
one grant, 2017 · $33k · revenue +34%
MC
Meritus College Fund
one grant, 2017 · $33k
AF
Alive & Free
one grant, 2017 · $33k · revenue +17%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

Alameda Education Foundation

AEF serves as a critical bridge toward equitable and inclusive educational outcomes for Alameda TK-12 public school students.

—

San Francisco Coalition of Essential

The Mission of SF-CESS is to interrupt and transform current and systemic educational inequities to ensure all students have access to personalized, equitable and high performing schools that believe and demonstrate each student can,…

Education

Student Global Ambassador Project

SGAP Leaders empowers teens to become agents of change in their communities and beyond by thinking critically, applying STEM, and championing social impact. Our in-person or virtual workshops, tours and speaker series provide a vehicle for…

Education

Partnership Scholars Program

Partnership Scholars Program's mission is to provide six years of educational & cultural experiences to academically motivated, but economically disadvantaged students, starting in the 7th grade, to promote college access and a lifetime of…

—

Oakland Kids First

Oakland Kids First is a community-based nonprofit in Oakland, CA that empowers young people to reimagine broken systems and organize for equitable public schools by providing youth leadership development, youth organizing, and community…

Youth Development

Hack the Hood Inc

Hack the Hood provides free tech education training programs to youth of color via 8 - 12 week coding and data analytics bootcamps. These youth hone their skills by creating websites for small businesses and receive career exposure and…

Arts & Culture

Partnership for Children & Youth

PCY works to ensure that all children and youth in California have the learning supports and opportunities they need and deserve to reach their greatest potential in school and life. See Schedule O for more details.

Community Improvement

Pacific East Quality Education

YCIS Silicon Valley is a welcoming school community where all children from preschool through grade 8 are encouraged to find and follow their gifts as they learn in both Chinese and English. Our goal:to help our students become…

Education

Challenge Success

Challenge Success partners with schools, families, and communities to embrace a broad definition of success and implement research-based strategies that promote student well-being and engagement with learning.

Education

Catalyst Public Schools

Catalyst Public School is a tuition-free public school offering a school environment that prepares our scholars to be leaders and change-makers.

Education

Youth Guidance

Youth Guidance creates and implements school-based programs that enable children to overcome obstacles, focus on their education and, ultimately, to succeed in school and in life.

Education

Breakthrough Houston

Breakthrough Houston works with highly motivated, traditionally underrepresented students to achieve post-secondary success and empowers aspiring leaders to become the next generation of educators and advocates.

Education

For reference, the grantee most central to the portfolio’s shape is Eat Learn Play Foundation and the most unlike its peers is The Posse Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

05the grantee network

12 grantees, every filing reconciled, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

11/12

Grantees still filing

9/12

Grew since you first funded

Where your money sits — by cause, then by grantee

Education$455,000Health$297,956Human Services$249,000Youth Development$230,000Philanthropy$135,000Housing & Shelter$85,000Other$33,000Crime & Legal$33,000

Each org by its size and your share of it — top-left is where you’re load-bearing

Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

Silicon Valley Community FoundationCA17.4× affinity7 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Silicon Valley Community Foundation · East Bay Community Foundation · The James Irvine Foundation · American Endowment Foundation · Jewish Community Federation of San · The San Francisco Foundation · National Philanthropic Trust · Jpmorgan Chase Foundation · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · Network for Good · The Bank of America Charitable Foundation Inc

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organisation Excellence in Investing funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024

’20’21’22’23’24

no gov moneyreceives it· size = income

0get no government money at all

0rely on government for over half their income

⤢ axis zoomed · 0–5%

typical government reliance, FY20–24

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Through Plinth

Your grantmaking, live and operational

This dossier was generated cold from public filings. In Plinth it’s a working system — every applicant assessed and every grant monitored. Here’s a taste, run on one of your grantees: Community Education.

Agentic due diligence · confidence × risk

Financial management

medium risk

~6 months of operating runway; revenue grew over 8 filed years.

Track record & reputation

low risk

8 years of Form 990 filings, still active; revenue up 5.9× since.

Legal standing

low risk

US 501(c)(3); EIN 274215840 on file with current IRS Form 990 filings.

Governance

Live in Plinth

Board composition & governance documents — verified live in Plinth from the applicant.

Compliance & sanctions

Live in Plinth

OFAC / UN sanctions screening — run live in Plinth at assessment.

Program capacity

Live in Plinth

Staffing, M&E and activity alignment — assessed live in Plinth from submitted proposals.

Live · Plinth’s real DD engine

Run the actual assessment on Community Education, cold from public data.

Generated live from public IRS filings + open web sources by Plinth’s agentic engine. Shown as an illustration of the product, not a formal assessment.

Post-award monitoring · continuous checks

WatchFinancial stability— Roughly 6 months of cash on hand.
On trackSustained operations— Filing through 2024; revenue grew over the period.
On trackReliance on your funding— Your grants peaked at 27% of their budget — diversified.
Awaiting reportEvidence of delivery— Plinth collects the grantee's own monitoring reports post-award.

What you see here is static and public. In Plinth it’s operational — the full six-pillar framework on every applicant (with their own documents + live registry and sanctions checks), monitoring dashboards on every award, custom board reports, and eligibility routing for intake.

Agentic due diligenceMonitoring dashboardsCustom board reportsEligibility routing

Preview generated from this grantee’s public IRS filings and independent reporting. Pillars marked “live in Plinth” require the applicant’s submitted documents. Shown as illustration, not a formal assessment.

Warm introductions · Powered by PlinthPro

How do I get to Excellence in Investing?

Find your warmest path to Excellence in Investing through people who sit on both boards. Search for your organization and Plinth traces the introduction across shared trustees and officers.

Every link is a documented governance overlap in public IRS 990 filings — not a personal network — and each hop carries its own confidence tier. Low-confidence or distant paths are held back rather than guessed.

Excellence in Investing

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

12 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Excellence in Investing?

More from the funding graph

Excellence in Investing

What you funded, over time

Past the labels — and the year it shifted

Where the money goes

Do your dollars go where the need is?

Who you back again

Backed again, and grew

Funded once

12 grantees, every filing reconciled, 2017–2025.

Government reliance of your grantees

Your grantmaking, live and operational

How do I get to Excellence in Investing?

More from the funding graph