Excellence in Investing for Childrens Causes Inc.
Excellence in Investing for Childrens Causes Inc.
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About this organization
Mission
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.
About
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, 2018, the organization issued grants totaling $204,945 to four different nonprofit organizations, as reflected in Schedule I.
Interesting data from their 2020 990 filing
From their filing, the objective of the non-profit is stated as “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.”.
When talking about its functions, they were outlined as: “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 legally reported state of operation for the non-profit is DE.
- According to the filing, the non-profit's address in 2020 is 3053 Fillmore St 115, San Francisco, CA, 94123.
- The non-profit organization as of 2020 has a total of 0 employees reported on their form.
- Does not operate a hospital.
- Does not operate a school.
- Does not collect art.
- Does not provide credit counseling.
- Does not have foreign activities.
- Is not a donor advised fund.
- Is not a private foundation.
- Expenses are between $250,000 and $500,000.
- Revenue is between $250,000 and $500,000.
- Revenue less expenses is -$7,853.
- The CEO's compensation within the organization is determined through a thorough evaluation by an impartial entity.
- The organization has a written policy that describes how long it will retain documents.
- The organization has 4 independent voting members.
- The organization was formed in 2010.
- The organization has a written policy that addresses conflicts of interest.
- The organization is required to file Schedule B.
- The organization is required to file Schedule O.
- The organization pays $0 in salary, compensation, and benefits to its employees.
- The organization pays $4,318 in fundraising expenses.
- The organization provides Form 990 to its governing body.
- The organization has minutes of its meetings.
- The organization has a written whistleblower policy.
- The organization has grants to organizations.
- The organization's financial statements were reviewed by an accountant.
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