2024-11-15T15:19:39-06:00 2023-12-31 133791592 PERELSON WEINER LLP 299 PARK AVENUE 2ND FLOOR NEW YORK NY 101710002 990PF 2023-01-01 844200329 CRI FOUNDATION INC C/O PERELSON WEINER LLP CRIF 8579729683 299 PARK AVENUE FL 2 NEW YORK NY 101710002 BONNIE WEISS PRESIDENT 8579729683 2024-11-15 1 0 RIAZ S QUREISHI CPA P00047903 2126053100 2024-11-15 2023 2024-10-15 13:58:12Z X 228279377 X 21400000 116798 116798 169551 169551 188527 2393426 188527 1191016 909390 23065892 1384266 191923 0 191923 653844 0 653844 130226 0 130226 10480 0 10480 87720 41667 41667 365967 0 365967 123914 11951 51963 81341 0 81341 40311 0 40311 126848 213 126635 1812574 53831 1694357 2722256 2722256 4534830 53831 4416613 18531062 1330435 3524455 2465584 2465584 530756 530756 224365 105244157 125234725 218262068 7040262 7257138 7327360 116339630 135488203 228279377 67066 684577 67066 684577 X 116272564 133656500 1147126 116272564 134803626 116339630 135488203 116272564 18531062 0 134803626 0 134803626 SPAC OPPORTUNITY FUND II REDEMPTION 2204.09 UNITS P 2021-10-01 2023-05-31 2393407 2204899 188508 188508 UBS LONG TERM TRANSACTIONS P 2015-09-11 2023-12-29 19 19 19 188527 18493 0 18493 0 18493 84478 0 0 0 84478 0 65985 65985 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 1 0 1 1 WWW.CRIFOUNDATION.ORG PERELSON WEINER LLP 2126053100 299 PARK AVENUE FL 2 NEW YORK NY 10171 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ANDREW WEISS 420 BOYLSTON ST SUITE 410 BOSTON MA 02116 DIRECTOR 3.00 0 0 0 BONNIE WEISS 420 BOYLSTON ST SUITE 410 BOSTON MA 02116 DIRECTOR 20.00 0 0 0 KARA WEISS 420 BOYLSTON ST SUITE 410 BOSTON MA 02116 CLERK/PROGRAM DIRECTOR 40.00 191923 19192 0 XIAO YU WANG 420 BOYLSTON ST STE 410 BOSTON MA 02116 CHIEF ECONOMIST 40.00 214601 39575 0 LUCIA DIAZ-MARTIN 420 BOYLSTON ST STE 410 BOSTON MA 02116 PROGRAM MANAGER 40.00 128298 19951 0 RASHMI MENON 420 BOYLSTON ST STE 410 BOSTON MA 02116 PROGRAM MANAGER 40.00 116827 24066 0 MEGAN ROLLINS 420 BOYLSTON ST STE 410 BOSTON MA 02116 PROGRAM ADMINISTRATO 40.00 61538 11096 0 EDUARDO BETANCOURT 420 BOYLSTON ST STE 410 BOSTON MA 02116 FELLOW 40.00 55067 6268 0 1 VICTORIA TAYLER 58 STATION RD CROSTON UK PR269RN CONSULTING 134852 AMRITA B AHUJA 1217 SUMAC LANE NORTHFIELD MA 55057 CONSULTING 94160 PERELSON WEINER LLP 299 PARK AVENUE FL 2 NEW YORK NY 10171 ACCOUNTING 87720 ALEXANDER RIEHM 4309 BEECHNUT LN DURHAM NC 27707 CONSULTING 65298 0 CRI SPONSORED TWO INDIVIDUALS WHO ATTENDED A GLOBAL HEALTH DELIVERY INTENSIVE COURSE. THE COURSE AIMS TO PROVIDE INDIVIDUALS WITH TOOLS TO EFFECTIVELY DESIGN AND MANAGE PROGRAMS THAT IMPROVE HEALTH CARE DELIVERY AND OUTCOMES, AS WELL AS ENCOURAGE COLLABORATION AMONGST EDUCATORS, RESEARCHERS, STAKEHOLDERS AND IMPLEMENTERS. 19250 ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND 275947 275947 196302653 3403856 0 199706509 0 0 199706509 2995598 196710911 9835546 9835546 18493 43508 62001 9773545 0 9773545 0 9773545 4416613 275947 4692560 9773545 2166573 0 0 4692560 2166573 0 0 2525987 0 0 0 0 0 0 0 0 7247558 0 0 0 ANDREW WEISS BONNIE WEISS X FRIENDS OF IMBUTO USA INC C/O CIBC 100 FEDERAL STREET 37TH FLOOR BOSTON MA 02110 NONE PRIVATE FOUNDATION CHARITABLE 50000 GOULD FAMILY FOUNDATION 5 AVALON AVENUE PRIDES CROSSING MA 01965 NONE PRIVATE FOUNDATION CHARITABLE 95000 KYANINGA CHILD DEVELOPMENT CENTRE PO BOX 908 FORT PORTAL UG NONE FOREIGN PUBLIC CHARI CHARITABLE 270000 NATIONAL PHILANTHROPIC TRUST (UBS OPTIMUS) 165 TOWNSHIP LINE RD STE 1200 JENKINTOWN PA 19046 NONE PC CHARITABLE 750000 NUTRITION INTERNATIONAL 180 ELGIN ST SUITE 1000 OTTAWA ONTARIO CA K2P 2K3 NONE FOREIGN PUBLIC CHARI CHARITABLE 306380 PANGAEA ZIMBABWE AIDS TRUST 27 ROWLAND SQUARE MILTON PARK HARARE ZI NONE FOREIGN PUBLIC CHARI CHARITABLE 62500 TINY TOTOS KENYA LIMITED 14473-00800 WESTLANDS NAIROBI KE NONE FOREIGN PUBLIC CHARI CHARITABLE 140000 WANDIKWEZA PO BOX 851 LILONGWE MI 8WVPVM6 NONE FOREIGN PUBLIC CHARI CHARITABLE 282200 INTERNATIONAL CHILDREN'S PALLIATIVE CARE NETWORK SUITE 1B WHITEFRIAR LEWINS MEAD BRISTOL UK BS1 2NT NONE FOREIGN PUBLIC CHARI CHARITABLE 112800 LIVELY MINDS 6 QUEENS TERRACE TOTNES UK TQ9 5JQ NONE FOREIGN PUBLIC CHARI CHARITABLE 175000 MANA NUTRITIVE AID PRODUCTS INC 130 LIBRARY LANE MATTHEWS NC 28105 NONE PC CHARTIABLE 74376 MUKISA FOUNDATION PO BOX 34284 KAMPALA UG NONE FOREIGN PUBLIC CHARI CHARITABLE 50000 NAMA WELLNESS COMMUNITY CENTER PO BOX 350 LUKOJJO UG NONE FOREIGN PUBLIC CHARI CHARITABLE 100000 ONCALL AFRICA 272 BATH STREET GLASGOW UK G2 4JR NONE FOREIGN PUBLIC CHARI CHARITABLE 104000 TROPICAL HEALTH AND EDUCATION TRUST 3RD FLOOR 86-90 PAUL STREET LONDON UK EC2A 4NE NONE FOREIGN PUBLIC CHARI CHARITABLE 150000 2722256 0 14 116798 14 169551 18 188527 MANGROVE PARTNERS FUND 523000 37506 14 356208 BROOKDALE INTERNATIONAL PARTNERS, L.P. 523000 244120 14 590633 ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND, LP 523000 14 -37440 GLOBAL HEALTH INVESTMENT FUND 523000 14 -11 281626 1384266 0 1665892 0 0 0 0 0 0 0 0 0 0 X X 1 APPLE TRUST 1100 NORTH MARKET STREET WILLMINGTON DE 19890 20150000 X 2 GOOD VENTURES FOUNDATION 314 LYTTON AVE PALO ALTO CA 94301 1250000 X ACCOUNTING FEES 87720 41667 41667 GOULD FAMILY FOUNDATION 5 AVALON AVENUE PRIDES CROSSING MA 01965 2023-05-19 20000 TO SUPPORT COMMUNITY HEALTH WORKER PROGRAMS IN BURUNDI, THE DEMOCRATIC REPUBLIC OF THE CONGO AND UGANDA. TO THE KNOWLEDGE OF THE GRANTOR, NO AMOUNTS HAVE BEEN DIVERTED FROM THE STATED PURPOSE OF THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S ACKNOWLEDGMENT. GOULD FAMILY FOUNDATION 5 AVALON AVENUE PRIDES CROSSING MA 01965 2023-07-21 75000 TO UPGRADE NEONATAL INTENSIVE CARE UNITS AT TWO HOSPITALS IN KENYA. TO THE KNOWLEDGE OF THE GRANTOR, NO AMOUNTS HAVE BEEN DIVERTED FROM THE STATED PURPOSE OF THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S ACKNOWLEDGMENT. FRIENDS OF IMBUTO FOUNDATION USA INC 100 FEDERAL STREET 37TH FLOOR BOSTON MA 02110 2023-12-21 50000 TO PROVIDE GENERAL OPERTING SUPPORT TO THE FREINDS OF IMBUTO FOUNDATION, WHOSE MISSION IS TO SUPPORT THE DEVELOPMENT OF A HEALTHY, EDUCATED AND PROSPEROUS SOCIETY IN AFRICAN COUNTRIES. TO THE KNOWLEDGE OF THE GRANTOR, NO AMOUNTS HAVE BEEN DIVERTED FROM THE STATED PURPOSE OF THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S ACKNOWLEDGMENT. EQUIVALENCY DETERMINATION FORM 990-PF PART XV THE FOUNDATION MADE CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - TINY TOTOS KENYA LIMITED IN THE AMOUNT OF $140,000 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. EQUIVALENCY DETERMINATION FORM 990-PF PART XV THE FOUNDATION MADE CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - KYANINGA CHILD DEVELOPMENT IN THE AMOUNT OF $270,000 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. EQUIVALENCY DETERMINATION FORM 990-PF PART XV THE FOUNDATION MADE A CONTRIBUTION TO A FOREIGN CHARITABLE ORGANIZATION - NUTRITION INTERNATIONAL IN THE AMOUNT OF $306,380 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. EQUIVALENCY DETERMINATION FORM 990-PF PART XV THE FOUNDATION MADE CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - PANGAEA ZIMBABWE AIDS TRUST IN THE AMOUNT OF $62,500 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. EQUIVALENCY DETERMINATION FORM 990-PF PART XV THE FOUNDATION MADE CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - WANDIKWEZA IN THE AMOUNT OF $282,200 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. EQUIVALENCY DETERMINATION FORM 990-PF PART XV THE FOUNDATION MADE CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - INTERNATIONAL CHILDREN'S PALLIATIVE CARE NETWORK IN THE AMOUNT OF $112,800 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. EQUIVALENCY DETERMINATION FORM 990-PF PART XV THE FOUNDATION MADE A CONTRIBUTION TO A FOREIGN CHARITABLE ORGANIZATION - LIVELY MINDS IN THE AMOUNT OF $175,000 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. EQUIVALENCY DETERMINATION FORM 990-PF PART XV THE FOUNDATION MADE A CONTRIBUTION TO A FOREIGN CHARITABLE ORGANIZATION - MUKISA FOUNDATION IN THE AMOUNT OF $50,000 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. EQUIVALENCY DETERMINATION FORM 990-PF PART XV THE FOUNDATION MADE CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - NAMA WELLNESS COMMUNITY CENTER IN THE AMOUNT OF $100,000 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE.THE FOUNDATION MADE A CONTRIBUTION TO A FOREIGN CHARITABLE ORGANIZATION - TROPICAL HEALTH AND EDUCATION TRUST IN THE AMOUNT OF $150,000 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE.THE FOUNDATION MADE CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - ONCALL AFRICA IN THE AMOUNT OF $104,000 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. FORM 5471 STATEMENT NAME/ADDRESS/ID NUMBER OF FOREIGN CORPORATIONS: BROOKDALE MAURITIUS GLOBAL LIMITED3RD FLOOR, 355 NEX, RUE DE SAVOIRCYBERCITY EBENE 72201MAURITIUSREFERENCE ID #: 27375561BROOKDALE MAURITIUS INTERNATIONAL LIMITED3RD FLOOR, 355 NEX, RUE DE SAVOIRCYBERCITY EBENE 72201MAURITIUSREFERENCE ID #: 27375562BROOKDALE GLOBAL OPPORTUNITY FUND39 MARKET ST., STE 3205, 2ND FL. GARDENIA COURTCAMANA BAY GRAND CAYMAN KY-1-9003CAYMAN ISLANDSREFERENCE ID #: BGOF001VOF PE HOLDINGS 3 LIMITEDJAYLA PLACE, WICKHAMS CAY 1ROAD TOWN TORTOLABRITISH VIRGIN ISLANDSREFERENCE ID #: VOPPE001CRI FOUNDATION'S FORM 5471 FILING REQUIREMENT WITH RESPECT TO BROOKDALE MAURITIUS GLOBAL LIMITED, BROOKDALE MAURITIUS INTERNATIONAL LIMITED, BROOKDALE GLOBAL OPPORTUNITY FUND AND VOF PE HOLDINGS 3 LIMITED HAS BEEN SATISFIED BY:WEISS ASSET MANAGEMENT, LP222 BERKELEY STREET, 16TH FLOORBOSTON, MA 02116-3733EIN: 61-1451623IRS SERVICE CENTER: E-FILE UBS - STOCKS 530756 224365 NATIONAL FINANCIAL SERVICES (FIDELITY) - ETFS AT COST 1342258 1489756 CRI INVESTMENTS LLC (BGO) AT COST 101983382 193328586 CRI INVESTMENTS LLC (BIP) AT COST 10881138 10746091 MDAAS GLOBAL CORP AT COST 499999 499999 THE MANGROVE PARTNERS FUND LP AT COST 7503906 8126776 UBS - ETFS & FUNDS AT COST 3024042 4070860 LEGAL FEES 10480 0 10480 AFRIPADS 100000 100000 100000 EDOM NUTRITIONAL SOLUTIONS 35000 35000 35000 GLOBAL HEALTH INVESTMENT FUND 355124 296053 720684 TUGENDE LTD - EQUITY 320000 320000 320000 CROTON INDUSTRIES EAST AFRICA 1579914 1579914 1579914 ACCESS AFYA LLC 745000 745000 745000 ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND 3405224 3681171 3326762 YYTZ AGRO-PROCESSING INC 500000 500000 500000 OFFICE EXPENSE 49154 213 48941 INSURANCE 27383 0 27383 UTILITIES 14000 0 14000 DUES AND SUBSCRIPTIONS 9051 0 9051 FILING FEES 1520 0 1520 OTHER PAYROLL EXPENSES 6490 0 6490 PROGRAM-TUITION 19250 0 19250 MANGROVE PARTNERS FUND 393714 356208 393714 BROOKDALE INTERNATIONAL PARTNERS, L.P. 834753 590633 834753 ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND, LP -37440 -37440 -37440 GLOBAL HEALTH INVESTMENT FUND -11 -11 -11 SEP CONTRIBUTION PAYABLE 67066 84577 SHORT TERM LOAN 0 600000 CONSULTING FEES 365967 0 365967 GOOD VENTURES FOUNDATION 314 LYTTON AVENUE PALO ALTO CA 94301 FEDERAL EXCISE & UBTI TAX 60000 0 0 FOREIGN DIVIDEND WITHHOLDING TAX 11951 11951 0 PAYROLL TAXES 51963 0 51963