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California · Public charity

Excellence in Investing for Childrens Causes

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.

$265k
Granted FY2025(still arriving)
3
Itemized grants FY2025
4
Organizations funded FY2024
25%
First-time grantees FY2024
Read the full brief
Itemized, FY2025
$255k
The rest is grants the schedule does not break out
Median grant, FY2025
$85,000
Largest grant, FY2025
$85,000
Organizations funded a year
2 to 4
FY2018 to FY2024
States reached, FY2025
2
Total assets, FY2025
$13k

How open it is to new grantees

In FY2024, 25% of the organizations Excellence in Investing for Childrens Causes funded were first-time grantees, receiving 27% of its grant dollars.

New vs renewed · share of each year

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

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

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

’18’19’20’21’22’23’24
EducationHuman ServicesPhilanthropyYouth Development
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving3$255k0%
FY20244$275k25%
FY20234$255k50%
FY20223$105k0%
FY20214$165k25%
FY20202$128k0%
FY20194$209k25%
FY20184$205k50%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$519kYouth Development$454kHealth$298kHuman Services$249kFood & Nutrition$220kPublic Benefit$33k

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 11 grantees
All grantees of Excellence in Investing for Childrens Causes by total granted
GranteeTotal grantedYearsShare of their budget
Ira Sohn Conference Foundation Inc$297,956610%
Community Education Partnerships$249,000527%
Eat Learn Play Foundation$220,00030%
Schools Mentoring and Resources Team Inc (Smart)$220,00033%
Bridge the Gap College Prep$197,00044%
The Posse Foundation Inc$160,00020%
826 Valencia$139,00031%
Life Learning Academy$106,00022%
New Door Ventures Fka Golden Gate Community Inc$85,00021%
Meritus College Fund$33,00012%
Alive and Free$33,00012%

Where it is load-bearing

Excellence in Investing for Childrens Causes supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 11 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetIra Sohn Conference Foundation Inc: $297,956 over 6y, 9.8% of budgetCommunity Education Partnerships: $249,000 over 5y, 27% of budgetEat Learn Play Foundation: $220,000 over 3y, 0.3% of budgetSchools Mentoring and Resources Team Inc (Smart): $220,000 over 3y, 3.0% of budgetBridge the Gap College Prep: $197,000 over 4y, 4.0% of budgetThe Posse Foundation Inc: $160,000 over 2y, 0.2% of budget826 Valencia: $139,000 over 3y, 1.0% of budgetLife Learning Academy: $106,000 over 2y, 1.8% of budgetNew Door Ventures Fka Golden Gate Community Inc: $85,000 over 2y, 0.8% of budgetMeritus College Fund: $33,000 over 1y, 1.7% of budgetAlive and Free: $33,000 over 1y, 1.8% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 11.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Silicon Valley Community FoundationCA19.1× affinity8 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 · Tipping Point Community · The James Irvine Foundation · Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma · American Endowment Foundation · Marin Community Foundation · The San Francisco Foundation · Jpmorgan Chase Foundation · National Philanthropic Trust · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Excellence in Investing for Childrens Causes with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Excellence in Investing for Childrens Causes?

Find your warmest path to Excellence in Investing for Childrens Causes through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Excellence in Investing for Childrens Causes

How much does Excellence in Investing for Childrens Causes give?
Excellence in Investing for Childrens Causes reported 3 itemized grants totaling $255,000, out of $265,000 in total grant expense reported on the return in its FY2025 IRS filing. It funded between 2 and 4 organizations a year over FY2018 to FY2024.
What does Excellence in Investing for Childrens Causes fund?
By grant dollars over FY2017 to FY2025, its largest causes are Education (29%), Youth Development (26%), Health (17%).
Who are Excellence in Investing for Childrens Causes's largest grantees?
By total granted over FY2017 to FY2025: Ira Sohn Conference Foundation Inc ($298k), Community Education Partnerships ($249k), Eat Learn Play Foundation ($220k).
Does Excellence in Investing for Childrens Causes fund new organizations?
In FY2024, 25% of the organizations it funded were first-time grantees.
Which funders back the same organizations as Excellence in Investing for Childrens Causes?
Its strongest co-funders, measured against what their size predicts, include Silicon Valley Community Foundation, East Bay Community Foundation, Tipping Point Community.
Where is Excellence in Investing for Childrens Causes based?
Excellence in Investing for Childrens Causes is based in CA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 12 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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