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Excellence in Investing

San Francisco, CA EIN 27-2015422 Human ServicesP123 501C3 CHARITY
$561K
Revenue
15
Filings
$2.5M
Total Grants
52
Grant Records
Latest Financial Summary
Fiscal Year Revenue Expenses Net Assets Contributions
FY 2025 $561K $590K $13K $419K
Full Financial History
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Key Officers
S
Seth Blackman
President
P
Peter Lardner
Treasurer
J
James Frolik
Secretary
Executive Compensation
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Top Grant Recipients (Teaser)
SMART $85K
The Posse Foundation $85K
Ira Sohn Conference Fdtn $75K
52 total grants · $2.5M total giving
Complete Grants Database
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Filing History
990
FY 2025
Period ended 2025-12-31
990
FY 2024
990
FY 2024
Period ended 2024-12-31
IRS990
FY 2023
IRS990
FY 2022
990
FY 2021
Period ended 2021-12-31
IRS990
FY 2020
IRS990
FY 2019
990
FY 2018
Period ended 2018-12-31
990
FY 2017
Period ended 2017-12-31
990
FY 2016
Period ended 2016-12-31
990
FY 2015
Period ended 2015-12-31
990
FY 2014
Period ended 2014-12-31
990
FY 2013
Period ended 2013-12-31
990
FY 2012
Period ended 2012-12-31
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