Mission
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.
Public Charity
CREO FAMILY OFFICE SYNDICATE INC
Based in NEW YORK, NY, CREO FAMILY OFFICE SYNDICATE INC operates as a Public Charity. The organization reported $7.6M in revenue, $7.8M in expenses, $5.9M in total assets for fiscal year 2024. Imperigo tracks 32 reported grant relationships connected to this organization totaling approximately $1.8M.
EIN: 810960214
NEW YORK, NY
Professional Societies & Associations
NTEE: C03
Latest filing: 2024
Total Revenue$7.6M
Total Expenses$7.8M
Total Assets$5.9M
Grant Records32
Funding Total$1.8M
Filing Years2019–2024
Where $100 goes at Creo Family Office Syndicate Inc
How Creo Family Office Syndicate Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$78
Programs
the work itself
$14
Management
running the organization
$8
Fundraising
raising the next dollar
Inside the $78 for programs
$78
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
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
Operating Support/Annual Fund
$100,000
For grant recipient's exempt purposes
$50,000
ENVIRONMENTAL AND ANIMALS
$41,000
ENVIRONMENT, ANIMALS
$25,000
FOR RECIPIENT'S EXEMPT PURPOSE
$20,000
Showing up to 5 of 32 total records — full history available with membership.
Officers & Directors
REG PRES, EM
Anna-Liisa Goggs
CO-CHAIRMAN
Christian Zabbal
GLB HEAD OF
Daniel Matross
SECRETARY
Delphine Descamps
DIRECTOR
Gabriel Kra
CO-CHAIRMAN
Jason Scott
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $7.6M | $7.8M | $5.9M |
| 2023 | $4.6M | $6.2M | $5.6M |
| 2022 | $6.6M | $4.1M | $6.8M |
| 2020 | $2.5M | $2.1M | $2.0M |
| 2019 | $1.9M | $1.2M | $1.6M |
Between 2019 and 2024, reported annual revenue grew from $1.9M to $7.6M (+308%), with total assets most recently reported at $5.9M.
Interactive year-over-year charts and full filing details available with membership.