2025-11-14T09:15:38-05:00 2024-12-31 251644159 BROWN PLUS 205 EAST MAIN STREET WESTMINSTER MD 21157 990 2024-01-01 810960214 CREO FAMILY OFFICE SYNDICATE INC CREO 6467312755 31 E 32ND STREET SUITE 1202 NEW YORK NY 10016 REGINE CLEMENT PRESIDENT & CEO 6467312755 2025-11-13 true true WANDA K LYNN CPA P00726749 4108763990 2025-11-13 2024 2025-03-06 01:10:19Z REGINE CLEMENT 31 E 32ND STREET SUITE 1202 NEW YORK NY 10016 7617547 false 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 7 27 0 4166719 6831074 371625 739459 45294 39812 840 7202 4584478 7617547 0 0 4646956 5532766 0 658270 1541449 2261425 6188405 7794191 -1603927 -176644 5635817 5850604 365328 809701 5270489 5040903 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. false false 5965712 739459 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. 5965712 true true false false false false false false false false false false false true true false true false false true true false false false false false false false false true false false false false false true true false false false false false true false false false false true 9 0 true 27 true false true UK false false false true true false false false false false false false false X 8 7 false false false false false false false true true false false true true true true true false true true false NY CA X MATTHEW FINELLI 6467312755 31 E 32ND STREET SUITE 1202 NEW YORK NY 10016 REGINE CLEMENT PRESIDENT & 40.00 X X 476895 0 53762 DANIEL MATROSS GLB HEAD OF 40.00 X 268526 0 54345 NEETA SINGH COO 40.00 X 320476 0 2008 JONATHAN MI MNG DIRECT, 40.00 X 225896 0 19638 ANNA-LIISA GOGGS REG PRES, EM 40.00 X 227330 0 18187 OWEN LOUDON MNG DIR, EME 40.00 X 187059 0 14965 MATTHEW FINELLI SENR HR & OP 40.00 X 183501 0 16986 SARAH BLACK ASSOC DIR, A 40.00 X 166887 0 9500 LINDSEY WHITE DIRECTOR OF 40.00 X 156998 0 17365 DELPHINE DESCAMPS SECRETARY 3.00 X X 0 0 0 NICK EISENBERGER DIRECTOR 1.00 X 0 0 0 GABRIEL KRA DIRECTOR 1.00 X 0 0 0 VEERY MAXWELL DIRECTOR 1.00 X 0 0 0 JASON SCOTT CO-CHAIRMAN 3.00 X X 0 0 0 MARTIN WHITTAKER TREASURER 3.00 X X 0 0 0 CHRISTIAN ZABBAL CO-CHAIRMAN 3.00 X X 0 0 0 2213568 206756 9 false true false ANAFRI CAPITAL 30 N GOULD STREET STE R SHERIDAN WY 82801 CONSULTING 222850 BROOKFIELD ADVISERS GROUP INC 300 EAST 77TH STREET 10D NEW YORK NY 10075 CONSULTING 208154 DANIEL JACOBUS SPIES 66 ASHBURNHAM GROVE LONDON UK CONSULTING 133193 FESTALUGA PRODUCTION AVENIDA INFANTE SANTO 361 A/B 1350-181 AMBRIDGE PO EVENT PLANNING 127336 4 6831074 6831074 CONSULTING FEES 541610 424000 424000 MEMBERSHIP FEES 900099 315459 315459 739459 39812 39812 OTHER REVENUE 900099 7202 7202 7202 7617547 746661 39812 X 1421529 942052 210345 269132 3437209 2711892 411809 313508 100276 79793 14426 6057 244823 175073 69750 328929 242726 55903 30300 22508 22508 117036 117036 912437 889539 15194 7704 70193 19680 50513 162449 117418 45031 200769 134751 49611 16407 242199 161531 74148 6520 426986 423749 1112 2125 4180 4180 5310 5310 BANK FEES & PAYROLL PROCE 91358 61508 23333 6517 BAD DEBT EXP (MEMBERSHIP) 6000 6000 7794191 5965712 1170209 658270 797070 1485255 3643256 2895169 976605 604795 22500 310000 77674 68340 11495 12315 107217 474730 5635817 5850604 137886 204349 124750 196792 102692 408560 365328 809701 X 3047236 2188858 2223253 2852045 5270489 5040903 5635817 5850604 X -176644 -52942 X false true X true false X 2327958 4688286 6387340 4166719 6831074 24401377 2327958 4688286 6387340 4166719 6831074 24401377 9623822 14777555 8636 1446 8614 45294 39812 103802 24505179 1633023 0.60300 0.60010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RIGHT-OF-USE ASSETS 374785 SECURITY DEPOSITS 99945 474730 OPERATING LEASE OBLIGATIONS 408560 408560 7617547 7617547 7617547 7794191 7794191 7794191 EUROPE 1 4 PROGRAM SERVICES REG. MEM ENG & ED 943181 AMERICAS (CANADA & S AMERICA, NOT USA) 2 PROGRAM SERVICES REG. MEM ENG & ED 311888 1 6 1 6 1255069 1255069 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 EUROPE 943,181 0 AMERICAS (CANADA & S AMERICA, NOT USA) 311,888 0 X X X X X false false false false false false false true false REGINE CLEMENT PRESIDENT & CEO 391925 84970 7750 46012 530657 DANIEL MATROSS GLB HEAD OF RESEARCH 225341 43185 8454 45891 322871 NEETA SINGH COO 275059 45417 2008 322484 JONATHAN MI MNG DIRECT, AMERICAS 188996 36900 9036 10602 245534 ANNA-LIISA GOGGS REG PRES, EMEA & IND 182822 44508 18187 245517 OWEN LOUDON MNG DIR, EMEA & INDI 149835 37224 14965 202024 MATTHEW FINELLI SENR HR & OPERAT DIR 154101 29400 7336 9650 200487 SARAH BLACK ASSOC DIR, ADVISORY 147199 19688 9500 176387 LINDSEY WHITE DIRECTOR OF PROGRAMS 138623 18375 6335 11030 174363 SCHEDULE J, PAGE 1, PART I, LINE 7 DURING THE REPORTED PERIOD, PERFORMANCE BONUSES WERE PROVIDED TO CERTAIN EMPLOYEES, AS INCLUDED IN PART II, COLUMN (B)(II) OF SCHEDULE J. REGINE CLEMENT PRESIDENT & CEO 24025 SEE BELOW false SCHEDULE L, PART V (A) NAME OF PERSON: REGINE CLEMENT (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: PRESIDENT & CEO (C) AMOUNT OF TRANSACTION: 24,025 (D) DESCRIPTION OF TRANSACTION: THE ORGANIZATION PAID CONSULTING FEES TO ANOTHER ORGANIZATION WHOSE FOUNDER IS MARRIED TO THE INTERESTED PERSON. (E) SHARING OF REVENUES? = NO FORM 990, PART V, LINE 4B GREAT BRITAIN (UK) FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL COMPENSATION TO OFFICERS, MANAGERS, AND KEY EMPLOYEES BASED ON COMPARABLE SALARY DATA AVAILABLE. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD OF DIRECTORS REVIEWS AND APPROVES ALL COMPENSATION TO OFFICERS, MANAGERS, AND KEY EMPLOYEES BASED ON COMPARABLE SALARY DATA AVAILABLE. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING 862,082 7,954 7,704 PROFESSIONAL DEVELOPMENT 26,507 3,156 0 RECRUITMENT 950 4,084 0 TOTAL 889,539 15,194 7,704 FORM 990, PART XI, LINE 9 FOREIGN CURRENCY EXCH GAIN 1,058 BAD DEBT LOSS ON UNCONDITIONAL PROMISES TO GIVE -54,000 TOTAL -52,942 CREO SYNDICATE UK LIMITED 10 QUEEN STREET PLACE LONDON UK EDUCATION UK 73841 CREO FAMIL CREO FAMILY OFFICE SYNDICATE INC