CRI FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CRI FOUNDATION INC (EIN 84-4200329)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349101509
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T09:21:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133399047 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER ACCOUNTANTS AND ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE 2ND FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 844200329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O PERELSON WEINER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRIF | BusinessNameControlTxt |
| Phone | 8579729683 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE FL 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101710002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE WEISS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8579729683 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RIAZ S QUREISHI CPA | PreparerPersonNm |
| PTIN | P00047903 | PTIN |
| Phone | 2126053100 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $251,469,900 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $106,200 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $106,200 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $166,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,896,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,441,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,896,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,549,284 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,270,936 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,718,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,439,950 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $223,677 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $223,677 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $938,363 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $938,363 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $151,443 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $151,443 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,593 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,593 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,499 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $36,499 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $285,541 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $285,541 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $111,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,739 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $73,361 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $108,367 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $108,367 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $70,522 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $70,522 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $123,029 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,100,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,022,395 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,070,534 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,007,267 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,171,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,029,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$452,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,390,712 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,465,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,716,703 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,716,703 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $530,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $530,756 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $293,300 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $125,234,725 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $121,867,874 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $238,592,119 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,257,138 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,979,585 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,867,778 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $135,488,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,094,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $251,469,900 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $600,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,627,800 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $84,577 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $116,203 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $684,577 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,744,003 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $133,656,500 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $133,820,470 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,147,126 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $530,445 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $134,803,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $134,350,915 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $135,488,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,094,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $134,803,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$452,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $134,350,915 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $134,350,915 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY LONG TERM TRANSACTIONS - MAY 2024 | P | 2023-01-01 | 2024-05-31 | $380,497 | $277,768 | $102,729 | $102,729 |
| BGO REDEMPTION - 909.37 UNITS | P | 2018-01-01 | 2024-07-08 | $2,500,000 | $909,371 | $1,590,629 | $1,590,629 |
| FIDELITY LONG TERM TRANSACTIONS - JUNE 2024 | P | 2023-01-01 | 2024-06-07 | $560,965 | $381,997 | $178,968 | $178,968 |
| BGO REDEMPTION - 1,975.88 UNITS | P | 2012-01-04 | 2024-10-04 | $8,000,000 | $1,975,883 | $6,024,117 | $6,024,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,896,443 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $130,531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $130,531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $130,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,985 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $105,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $170,985 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,454 | OverpaymentAmt |
| Applied To ES Tax | $40,454 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CRIFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PERELSON WEINER | IndividualWithBooksNm |
| Phone | 2126053100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 PARK AVENUE FL 2 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10171 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 | EXECUTIVE DIRECTOR | 40.00 | $223,677 | $22,368 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| XIAO YU WANG | ||||||||
| 420 BOYLSTON ST STE 410 | BOSTON | MA | 02116 | CHIEF ECONOMIST | 40.00 | $225,000 | $30,851 | $0 |
| RASHMI MENON | ||||||||
| 420 BOYLSTON ST STE 410 | BOSTON | MA | 02116 | SENIOR PROGRAM MANAG | 40.00 | $150,000 | $23,598 | $0 |
| LUCIA DIAZ-MARTIN | ||||||||
| 420 BOYLSTON ST STE 410 | BOSTON | MA | 02116 | SENIOR PROGRAM MANAG | 40.00 | $149,423 | $21,348 | $0 |
| EDUARDO BETANCOURT | ||||||||
| 420 BOYLSTON ST STE 410 | BOSTON | MA | 02116 | PROGRAM MANAGER | 40.00 | $127,692 | $13,276 | $0 |
| ELYSSA KOTZEN | ||||||||
| 420 BOYLSTON ST STE 410 | BOSTON | MA | 02116 | DIRECTOR OF OPERATIO | 32.00 | $126,885 | $12,688 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|
| VICTORIA TAYLER | |||||||||
| 58 STATION RD | CROSTON | UK | PR269RN | CONSULTING | $151,051 | ||||
| AMRITA B AHUJA | |||||||||
| CONSULTING | $105,600 | 1217 SUMAC LANE | NORTHFIELD | MA | 55057 | ||||
| PERELSON WEINER LLP | |||||||||
| ACCOUNTING | $76,840 | 299 PARK AVENUE FL 2 | NEW YORK | NY | 10171 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND | Description1Txt |
| Expenses1 | $360,371 | Expenses1Amt |
| Description2 | AXA IM GLOBAL HEALTH FUND | Description2Txt |
| Expenses2 | $4,499,046 | Expenses2Amt |
| Total | $4,859,417 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $230,403,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,114,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $234,518,956 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $234,518,956 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,517,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $231,001,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,550,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,550,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $130,531 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $39,858 | IncomeTaxAmt |
| Total Tax | $170,389 | TotalTaxAmt |
| Distributable Before Adj | $11,379,670 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $30,564 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,410,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,410,234 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,029,662 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $4,859,417 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,889,079 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,410,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,247,558 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,889,079 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,247,558 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,641,521 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,768,713 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW WEISS | ContributingManagerNm |
| Contributing Manager | BONNIE WEISS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER | |||||||||||||
| ONE WHITEHALL ST 2ND FL | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE | $275,000 | ||||||
| ALIMA | |||||||||||||
| PO BOX 3187 | NEW YORK | NY | 10008 | NONE | PC | CHARITABLE | $500,000 | ||||||
| DRASA | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $17,500 | 17 IBIKUNLE ST YABA | LAGOS | NI | |||||||
| EMERGENCY MEDICINE KENYA | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $150,000 | 83 PARKLANDS ROAD OFFICE SUITES | NAIROBI | KE | BLOCK B 3RD FLOOR | ||||||
| FIDELITY CHARITABLE | |||||||||||||
| PO BOX 77001 | CINCINNATI | OH | 452770053 | NONE | PC | CHARITABLE | $3,300,000 | ||||||
| FRIENDS OF IMBUTO FOUNDATION USA INC | |||||||||||||
| 3 EXETER STREET | BOSTON | MA | 02116 | NONE | PRIVATE FOUNDATION | CHARITABLE | $62,110 | ||||||
| FRIENDS OF SOLIDAFRICA | |||||||||||||
| 7252 HWY 319 | BARTOW | GA | 30413 | NONE | PC | CHARITABLE | $500,000 | ||||||
| GOULD FAMILY FOUNDATION | |||||||||||||
| 5 AVALON AVENUE | PRIDES CROSSING | MA | 01965 | NONE | PRIVATE FOUNDATION | CHARITABLE | $114,320 | ||||||
| INTERNATIONAL CHILDREN'S PALLIATIVE CARE NETWORK | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $100,000 | SUITE 1B WHITEFRIAR LEWINS MEAD | BRISTOL | UK | BS1 2NT | ||||||
| KABUBBU DEVELOPMENT | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $39,988 | PO BOX 31955 | KAMPALA | UG | |||||||
| KING FAISAL HOSPITAL | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $151,600 | KG 544 STREET 10 | KACYIRU GASABO KIGALI | RW | |||||||
| KYANINGA CHILD DEVELOPMENT CENTRE | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $285,000 | PO BOX 908 | UG | FORT PORTAL | |||||||
| LIVELY MINDS | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $350,000 | 6 QUEENS TERRACE | TOTNES | UK | TQ9 5JQ | ||||||
| LWALA COMMUNITY ALLIANCE | |||||||||||||
| PO BOX 60688 | NASHVILLE | TN | 37206 | NONE | PC | CHARITABLE | $750,000 | ||||||
| MUKISA FOUNDATION | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $100,000 | PO BOX 34284 | KAMPALA | UG | |||||||
| NAMA WELLNESS COMMUNITY CENTER | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $108,000 | PO BOX 350 | LUKOJJO | UG | |||||||
| NATIONAL PHILANTHROPIC TRUST (UBS OPTIMUS) | |||||||||||||
| 165 TOWNSHIP LINE RD STE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | CHARITABLE | $1,875,000 | ||||||
| ONCALL AFRICA | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $48,200 | 272 BATH STREET | GLASGOW | UK | G2 4JR | ||||||
| PANGAEA ZIMBABWE AIDS TRUST | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $37,500 | 27 ROWLAND SQUARE | MILTON PARK | ZI | HARARE | ||||||
| PARTNERS IN HEALTH | |||||||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02053 | NONE | PC | CHARITABLE | $220,493 | ||||||
| PRATHAM INTERNATIONAL | |||||||||||||
| 8 THE GREEN SUITE B | DOVER | DE | 19901 | NONE | PC | CHARITABLE | $133,323 | ||||||
| FIDELITY CHARITABLE (RISK POOL FUND) | |||||||||||||
| PO BOX 77001 | CINCINNATI | OH | 45277 | NONE | PC | CHARITABLE | $5,000 | ||||||
| SIGHT AND LIFE FOUNDATION | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $75,000 | BUILDING 241/313 WURMISWEG 576 | KAISERAUGST | SZ | 4303 | ||||||
| TROPICAL HEALTH AND EDUCATION TRUST | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $150,000 | 3RD FLOOR 86-90 PAUL STREET | LONDON | UK | EC2A 4NE | ||||||
| WANDIKWEZA | |||||||||||||
| NONE | FOREIGN PUBLIC CHARI | CHARITABLE | $350,000 | PO BOX 851 | LILONGWE | MI | 8WVPVM6 | ||||||
| YOUNG 1OVE FOUNDATION | |||||||||||||
| 2028 E BEN WHITE BLVD 240 3760 | AUSTIN | TX | 78741 | NONE | PC | CHARITABLE | $320,000 | ||||||
| MYRIAD USA INC | |||||||||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | NONE | PC | CHARITABLE | $52,500 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,070,534 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,200 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,896,443 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| MANGROVE PARTNERS FUND | 523000 | $24,718 | 14 | $216,683 |
| BROOKDALE INTERNATIONAL PARTNERS, L.P. | 523000 | $223,066 | 14 | $1,191,222 |
| ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND, LP | 523000 | 14 | -$250,820 | |
| GLOBAL HEALTH INVESTMENT FUND | 523000 | 14 | $113,851 | |
| RETURN OF UNSPENT PORTION OF GRANTS | 900099 | 01 | $30,564 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $247,784 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,470,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,718,298 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET STREET | AddressLine1Txt |
| City | WILLMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $76,840 | Amt |
| Net Investment Income | $36,499 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,499 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|
| GOULD FAMILY FOUNDATION | |||||||
| 5 AVALON AVENUE | PRIDES CROSSING | MA | 01965 | 2024-05-08 | $5,000 | 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 | 2024-08-06 | $62,160 | 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. |
| FRIENDS OF IMBUTO FOUNDATION USA INC | |||||||
| 3 EXETER STREET | BOSTON | MA | 02116 | 2024-04-04 | $12,110 | TO PROVIDE GENERAL OPERTING SUPPORT TO THE FREINDS OF IMBUTO FOUNDATION USA, INC., 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. |
| GOULD FAMILY FOUNDATION | |||||||
| 5 AVALON AVENUE | PRIDES CROSSING | MA | 01965 | 2024-01-03 | $47,160 | 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. |
| FRIENDS OF IMBUTO FOUNDATION USA INC | |||||||
| 3 EXETER STREET | BOSTON | MA | 02116 | 2024-12-18 | $50,000 | TO PROVIDE GENERAL OPERTING SUPPORT TO THE FREINDS OF IMBUTO FOUNDATION USA, INC., 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. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (10 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| EQUIVALENCY DETERMINATION | FORM 990-PF PART XV | THE FOUNDATION MADE CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - KYANINGA CHILD DEVELOPMENT IN THE AMOUNT OF $285,000 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 - DRASA IN THE AMOUNT OF $17,500 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 - PANGAEA ZIMBABWE AIDS TRUST IN THE AMOUNT OF $37,500 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 - EMERGENCY MEDICINE KENYA 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. |
| EQUIVALENCY DETERMINATION | FORM 990-PF PART XV | THE FOUNDATION MADE CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - WANDIKWEZA IN THE AMOUNT OF $350,000 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 - KABBUBU DEVELOPMENT PROJECT IN THE AMOUNT OF $39,988 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 $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 CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - KING FAISAL HOSPITAL IN THE AMOUNT OF $151,600 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 $350,000 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 - SIGHT AND LIFE FOUNDATION IN THE AMOUNT OF $75,000 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 $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 CONTRIBUTIONS TO A FOREIGN CHARITABLE ORGANIZATION - UNIVERSITY OF GLOBAL HEALTH EQUITY IN THE AMOUNT OF $220,493 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 $108,000 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 - ON CALL AFRICA IN THE AMOUNT OF $48,200 AND MADE AN EQUIVALENCY DETERMINATION UNDER TREAS. REG 1.6664-4 AND REV. PROC. 92-94 ABOUT THE STATUS OF THE FOREIGN DONEE. |
| LOANS FROM DIRECTORS | FORM 990-PF PART II, LINE 20 | THROUGHOUT 2023 AND 2024, CRI FOUNDATION INC RECEIVED TEMPORARY LOANS TOTALING $600,000 AND $1,127,800, RESPECTIVELY, FROM ITS DIRECTORS. THE TEMPORARY LOANS ARE TO FUND CHARITABLE DISBURSEMENTS AND ARE NON-INTEREST BEARING.AS OF 12/31/24, THE OUTSTANDING TEMPORARY LOAN BALANCE IS $1,627,800. |
| FORM 990-PF PART XVI, LINE 1A - FOUNDATION MANAGER | BONNIE WEISS IS DIRECTOR TO CRI FOUNDATION INC, THE FILING ORGANIZATION, AND ALSO TO FRIENDS OF IMBUTO FOUNDATION USA, INC., A RECIPIENT LISTED ON PART XIV SUPPLEMENTARY INFORMATION, GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR. | |
| 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - STOCKS | StockNm |
| EOY Book Value | $530,756 | EOYBookValueAmt |
| EOYFMV | $293,300 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CRI INVESTMENTS LLC (BGO) | AT COST | $99,098,128 | $213,499,064 |
| CRI INVESTMENTS LLC (BIP) | AT COST | $10,817,802 | $10,707,536 |
| MDAAS GLOBAL CORP | AT COST | $499,999 | $499,999 |
| NATIONAL FINANCIAL SERVICES (FIDELITY) - ETFS | AT COST | $3,609,723 | $4,507,079 |
| THE MANGROVE PARTNERS FUND LP | AT COST | $7,745,307 | $8,927,890 |
| UBS - ETFS & FUNDS | AT COST | $96,915 | $450,551 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,593 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,593 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AFRIPADS | $100,000 | $100,000 | $100,000 |
| EDOM NUTRITIONAL SOLUTIONS | $35,000 | $35,000 | $35,000 |
| GLOBAL HEALTH INVESTMENT FUND | $296,053 | $409,904 | $416,072 |
| TUGENDE LTD - EQUITY | $320,000 | $320,000 | $320,000 |
| CROTON INDUSTRIES EAST AFRICA | $1,579,914 | $1,579,914 | $1,579,914 |
| ACCESS AFYA LLC | $745,000 | $745,000 | $745,000 |
| ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND | $3,681,171 | $3,790,722 | $2,767,290 |
| YYTZ AGRO-PROCESSING INC | $500,000 | $500,000 | $500,000 |
| AXA IM GLOBAL HEALTH FUND | $0 | $4,499,045 | $4,404,502 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $42,476 | $0 | $42,476 |
| INSURANCE | $5,401 | $0 | $5,401 |
| UTILITIES | $7,621 | $0 | $7,621 |
| DUES | $5,842 | $0 | $5,842 |
| SUBSCRIPTIONS | $17,192 | $0 | $17,192 |
| FILING FEES | $1,511 | $0 | $1,511 |
| SOFTWARE & TECHNOLOGY | $38,128 | $0 | $38,128 |
| OTHER PAYROLL EXPENSES | $4,858 | $0 | $4,858 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MANGROVE PARTNERS FUND | $241,401 | $216,683 | $241,401 |
| BROOKDALE INTERNATIONAL PARTNERS, L.P. | $1,414,288 | $1,191,222 | $1,414,288 |
| ADJUVANT GLOBAL HEALTH TECHNOLOGY FUND, LP | -$250,820 | -$250,820 | -$250,820 |
| GLOBAL HEALTH INVESTMENT FUND | $113,851 | $113,851 | $113,851 |
| RETURN OF UNSPENT PORTION OF GRANTS | $30,564 | $30,564 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEP CONTRIBUTION PAYABLE | Desc |
| BOY Book Value | $84,577 | BOYBookValueAmt |
| EOY Book Value | $116,203 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $285,541 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $285,541 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE & UBTI TAX | $25,000 | $0 | $0 |
| FOREIGN DIVIDEND WITHHOLDING TAX | $12,739 | $12,739 | $0 |
| PAYROLL TAXES | $73,361 | $0 | $73,361 |
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