EIN 81-0960214

CREO Family Office Syndicate

IRS 501(c) type
501(c)(3)
Num. employees
16
Year formed
2015
Most recent tax filings
2022-12-01
Description
CREO Family Office Syndicate mobilizes private capital towards low carbon, resource-efficient and environmentally-friendly solutions to accelerate the transition towards a cleaner and more sustainable global economy and society. It offers an expert peer-to-peer educational platform for transformative investors and promotes collaborative investing that delivers measurable positive environmental impact for everyone's advantage.
Also known as...
Creo Syndicate
Total revenues
$6,619,097
2022
Total expenses
$4,060,420
2022
Total assets
$6,818,430
2022
Num. employees
16
2022

Program areas at CREO Family Office Syndicate

Creo provides an expert and peer-to-peer educational platform for transformative investors and drives collaborative investing that has measurable positive environmental impact for the benefit of all.

Who funds CREO Family Office Syndicate

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Builders Initiative FoundationIncrease Creo Network To 250 Members To Catalyze $1T of Intentional and Informed Capital To Help Build An Effective Climate and Sustainability Marketplace By 2025.$2,000,000
John D and Catherine T MacArthur FoundationIn Support of General Operations$250,000
Walton Family FoundationTo Launch A Food System Transition Project That Supports Decarbonization and Food Security.$200,000
...and 13 more grants received

Personnel at CREO Family Office Syndicate

NameTitleCompensation
Regine ClementPresident and Chief Executive Officer$462,500
Jonathan MiManaging Director , Americas$167,920
Matthew FinelliHuman Resources and Operations Director$124,333
Owen LoudonInvestment Director , Emea / Board Member
Daniel Michael MatrossGlobal Head of Research$234,594
...and 11 more key personnel

Financials for CREO Family Office Syndicate

RevenuesFYE 12/2022
Total grants, contributions, etc.$6,387,340
Program services$224,046
Investment income and dividends$8,614
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$-903
Total revenues$6,619,097

Form 990s for CREO Family Office Syndicate

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990View PDF
2021-122022-11-11990View PDF
2020-122021-11-02990View PDF
2019-122021-02-19990View PDF
2018-122020-01-21990View PDF
...and 5 more Form 990s
Data update history
July 13, 2024
Received grants
Identified 1 new grant, including a grant for $100,000 from The Boston Foundation (TBF)
May 18, 2024
Received grants
Identified 3 new grant, including a grant for $26,000 from DWSS
January 3, 2024
Received grants
Identified 7 new grant, including a grant for $2,000,000 from Builders Initiative Foundation
December 29, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 28, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Trade associationsBusiness and community development organizationsEnvironmental organizationsCharities
Issues
EnvironmentBusiness and industry
Characteristics
MembershipsOperates internationallyTax deductible donationsAccepts online donations
General information
Address
156 5th Ave 804
New York, NY 10010
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
New York County, NY
Website URL
creosyndicate.org/ 
Phone
(646) 731-2755
IRS details
EIN
81-0960214
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2015
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
C03: Environment Professional Societies and Associations
NAICS code, primary
813910: Trade Associations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
CT0257155
FTB Entity ID
4059766
AB 488 data last updated ("as-of") date
2024-11-06
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