2023-11-15T21:17:03-06:00 2022-12-31 133597814 SKODY SCOT & CO CPAS PC 520 EIGHTH AVE SUITE 2200 NEW YORK NY 10018 990 2022-01-01 810960214 CREO FAMILY OFFICE SYNDICATE INC CREO 6467312755 156 5TH AVENUE 804 NEW YORK NY 10010 REGINE CLEMENT PRESIDENT & CHIEF EXECUTIVE OFFICER 6467312755 2023-11-15 1 REGINE CLEMENT 999009999 0 LAURENCE SCOT MBA CPA P00632647 2129671100 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z REGINE CLEMENT 156 5TH AVENUE 804 NEW YORK NY 10010 6619097 0 X WWW.CREOSYNDICATE.ORG X 2015 DE TO MOBILIZE PRIVATE CAPITAL INTO LOW CARBON, RESOURCE EFFICIENT AND ENVIRONMENTAL SOLUTIONS TO ACCELERATE THE TRANSITION TO A CLEANER AND MORE SUSTAINABLE GLOBAL ECONOMY AND SOCIETY. 8 6 16 6 0 0 4688286 6387340 148574 224046 1446 8614 -798 -903 4837508 6619097 0 0 0 0 1647196 2384797 0 0 220930 916859 1675623 2564055 4060420 2273453 2558677 4241857 6818430 151769 169665 4090088 6648765 TO MOBILIZE PRIVATE CAPITAL INTO LOW CARBON, RESOURCE EFFICIENT AND ENVIRONMENTAL SOLUTIONS TO ACCELERATE THE TRANSITION TO A CLEANER AND MORE SUSTAINABLE GLOBAL ECONOMY AND SOCIETY. 0 0 3308928 223143 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. 3308928 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 12 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 NY CA X THE ORGANIZATION 6467312755 156 5TH AVENUE 804 NEW YORK NY 10010 REGINE CLEMENT PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 X X 462500 0 42109 JASON SCOTT CO-CHAIRMAN 3.00 X X 0 0 0 CHRISTIAN ZABBAL CO-CHAIRMAN 3.00 X X 0 0 0 MARTIN WHITTAKER TREASURER 3.00 X X 0 0 0 NICK EISENBERGER SECRETARY 3.00 X X 0 0 0 GABRIEL KRA DIRECTOR 1.00 X 0 0 0 VEERY MAXWELL DIRECTOR 1.00 X 0 0 0 DELPHINE DESCAMPS DIRECTOR 1.00 X 0 0 0 MAGDA DEHLIA FRIED HEAD OF OCEAN AND AQUACULTURE INV. 40.00 X 108089 0 11682 MATTHEW FINELLI HR & OPERATIONS DIRECTOR 40.00 X 124333 0 12760 DANIEL MICHAEL MATROSS GLOBAL HEAD OF RESEARCH 32.00 X 234594 0 8362 JONATHAN MI MANAGING DIRECTOR, AMERICAS 40.00 X 167920 0 14820 JOANNA MICHELLE KLIMCZAK REGIONAL DIRECTOR OF CANADA 40.00 X 121379 0 6271 1218815 0 96004 6 0 1 0 0 6387340 6387340 MEMBERSHIP FEES 900099 224046 224046 224046 8614 8614 EXCHANGE GAIN/(LOSS) 900099 -903 -903 -903 6619097 223143 0 8614 X 504609 408427 51329 44853 1621632 1312479 165210 143943 25691 18453 3585 3653 100010 79371 11357 9282 132855 111553 10911 10391 18700 18700 1106471 876107 230364 38965 34709 4187 69 57595 43419 14176 42000 32550 7350 2100 4180 4180 14940 11521 2319 1100 TRAVEL & MEETINGS. 336231 330540 2498 3193 BANK FEES. 44352 34906 7100 2346 TELEPHONE AND COMMUNICA 12189 10713 1476 4060420 3308928 530562 220930 745424 1429474 2564347 3372961 837252 1933679 1432 4125 20778 14034 19855 15675 52769 48482 4241857 6818430 60596 73790 91173 95875 151769 169665 X 1855916 3440143 2234172 3208622 4090088 6648765 4241857 6818430 2558677 0 X X 0 1 X 1 0 X 1401617 1806979 2327958 4688286 6387340 16612180 1401617 1806979 2327958 4688286 6387340 16612180 6068696 10543484 8636 1446 8614 18696 16630876 563969 0.63400 0.73270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 6648985 29888 29888 6619097 0 6619097 4090308 29888 29888 4060420 0 4060420 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 5 PROGRAM SERVICES. REGIONAL MEMBER ENGAGEMENT AROUND EDUCATIONAL PROGRAMMING. 797891 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 2 PROGRAM SERVICES. REGIONAL MEMBER ENGAGEMENT AROUND EDUCATIONAL PROGRAMMING. 332793 0 7 0 0 0 7 1130684 0 1130684 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X 0 0 0 0 0 0 0 1 0 REGINE CLEMENT PRESIDENT & CHIEF EXECUTIVE OFFICER 350000 0 112500 0 0 0 10946 0 31163 0 504609 0 0 0 DANIEL MICHAEL MATROSS GLOBAL HEAD OF RESEARCH 187394 0 47200 0 0 0 7781 0 581 0 242956 0 0 0 JONATHAN MI MANAGING DIRECTOR, AMERICAS 160000 0 7920 0 0 0 4800 0 10020 0 182740 0 0 0 PART I, LINE 7 DURING THE REPORTED PERIOD, PERFORMANCE BONUSES AND COMMISSIONS WERE PROVIDED TO CERTAIN EMPLOYEES, AS INCLUDED IN PART II, COLUMN (B)(II) OF SCHEDULE J. JASON SCOTT BOARD MEMBER 42000 THE ORGANIZATION RENTS OFFICE SPACE FROM AN ENTITY THAT HAS A BOARD MEMBER WHO IS ALSO ON THE ORGANIZATION'S BOARD OF DIRECTORS. 0 REGINE CLEMENT PRESIDENT & CEO 31516 THE ORGANIZATON PAID CONSULTING FEES TO ANOTHER ORGANIZATION WHOSE FOUNDER IS MARRIED TO THE INTERESTED PERSON. 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS SENT TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. ONCE APPROVED THE RETURN IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD CURRENTLY MANDATES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. MEMBERS MAY NOT VOTE ON AN ISSUE ON WHICH THEY HAVE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL COMPENSATION TO OFFICERS, MANAGERS AND KEY EMPLOYEES BASED ON COMPARABLE SALARY DATA AVAILABLE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS & OUTSIDE CONTRACTORS: PROGRAM SERVICE EXPENSES 201,820. MANAGEMENT AND GENERAL EXPENSES 230,364. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 432,184. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 674,287. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 674,287. FORM 990. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. CREO SYNDICATE UK LIMITED C#12936163 10 QUEEN STREET PLACE LONDON UK AC4R-1BE EDUCATION UK N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CREO SYNDICATE UK LIMITED P 674287 CASH