2025-08-14T07:49:30-05:00 2024-12-31 994625061 CRI ADVISORS LLC 3300 PGA BLVD SUITE 700 PALM BEACH GARDENS FL 33410 990PF 2024-01-01 472853600 VENTUS CHARITABLE FOUNDATION VENT 5616141916 3300 PGA BLVD 350 PALM BEACH GARDENS FL 33410 MEREDITH TRIM PRESIDENT 5617621026 2025-08-12 1 1 DARLINE RICHTER CPA P00066802 5614270300 2024 2025-03-06 01:10:19Z X 76775098 X 8230266 119 119 981381 981381 1034119 20572557 6643599 211863 211863 10457748 7836962 0 0 0 81346 0 81346 4684 0 4684 4488 3590 898 457 0 457 143223 0 6223 1961 0 4244 0 4244 18146 721 17425 258549 4311 115277 10710382 10710382 10968931 4311 10825659 -511183 7832651 244281 152370 152370 47411671 50111271 73418158 3000213 0 0 9804 5066 6699 4738 4738 3316598 3199832 3199832 53979462 53468211 76775098 68 0 68 0 X 0 0 0 0 53979394 53468211 53979394 53468211 53979462 53468211 53979394 -511183 0 53468211 0 53468211 NATIONAL FINANCIAL SERVICE, LLC 9043942 8738308 305634 305634 APPLE 955549 177556 777993 777993 APPLOVIN CORP COM CLA 96316 15606 80710 80710 ELI LILLY & CO COM 381752 47381 334371 334371 ISHARES CORE S&P TOTAL US STOCK MARKET E 2554242 1852081 702161 702161 NEXTERA ENERGY INC COM 5737914 2313579 3424335 3424335 NVIDIA CORPORATION COM 684797 19508 665289 665289 VANGUARD INDEX FDS VANGUARD TOTAL STK MK 789594 717783 71811 71811 VERTIV HOLDINGS CO COM CL A, 328451 47156 281295 281295 6643599 108874 0 108874 0 108874 173157 0 0 0 173157 X 0 64283 64283 0 0 0 0 0 0 0 0 0 0 0 0 1 FL 1 0 0 0 0 1 WWW.VENTUSCHARITABLEFOUNDATION.ORG MEREDITH TRIM 5616141916 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MEREDITH TRIM 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 PRESIDENT, DIRECTOR 20.00 0 0 0 JAMES ROBO 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 CFO, DIRECTOR 3.00 0 0 0 JANUARY REISSMAN 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 PROGRAM DIRECTOR 20.00 81346 4684 0 0 NONE 0 0 70589180 1448878 0 72038058 0 0 72038058 1080571 70957487 3547874 3547874 108874 108874 3439000 0 3439000 0 3439000 10825659 0 10825659 3439000 0 0 406521 406521 10825659 0 0 0 3439000 7386659 0 0 7793180 0 0 0 0 0 0 0 7793180 406521 7386659 MEREDITH TRIM JAMES ROBO X 1909 ORGANIZATION 313 DATURA STREET SUITE 200 WEST PALM BEACH FL 33401 501(C)(3) CHARITABLE 35000 ALLENTOWN ART MUSEUM 31 NORTH FIFTH STREET ALLENTOWN PA 18101 501(C)(3) CHARITABLE 100000 COMMON CAUSE EDUCATION FUND 805 15TH STREET NW SUITE 800 WASHINGTON DC 20005 501(C)(3) CHARITABLE 45000 COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES 700 S DIXIE HIGHWAY 200 WEST PALM BEACH FL 33401 501(C)(3) CHARITABLE 10000 CONNECT TO GREATNESS 1530 W BOYNTON BEACH BLVD 3525 BOYNTON BEACH FL 33436 501(C)(3) CHARITABLE 10000 DRESS FOR SUCCESS PALM BEACHES 2459 SOUTH CONGRESS AVE SUITE 204 PALM SPRINGS FL 33406 501(C)(3) CHARITABLE 5000 EDUCATION FOUNDATION OF PBC 1515 BARTON ROAD LAKE WORTH BEACH FL 33460 501(C)(3) CHARITABLE 5935382 EJS PROJECT 700 W ATLANTIC AVENUE DELRAY BEACH FL 33444 501(C)(3) CHARITABLE 10000 EQUAL GROUND EDUCATION FUND 424 E CENTRAL BLVD UNIT 650 ORLANDO FL 32801 501(C)(3) CHARITABLE 60000 FAIR ELECTIONS CENTER PO BOX 66 MARIETTA OH 45750 501(C)(3) CHARITABLE 50000 FAITH IN FLORIDA 406 EAST AMELIA STREET ORLANDO FL 32803 501(C)(3) CHARITABLE 55000 FAMILIES FOR STRONG PUBLIC SCHOOLS INC 4909 ELIZABETH ANNE CIRCLE TAMPA FL 33616 501(C)(3) CHARITABLE 25000 FARMWORKERS COORDINATING COUNCIL 1123 CRESTWOOD BLVD LAKE WORTH FL 33460 501(C)(3) CHARITABLE 35000 FLORIDA ACLU 4343 W FLAGLER STREET SUITE 400 MIAMI FL 33134 501(C)(3) CHARITABLE 100000 FLORIDA NONPROFIT ALLIANCE 40 E ADAMS STREET 229 JACKSONVILLE FL 32202 501(C)(3) CHARITABLE 75000 FLORIDA PHILANTHROPIC NETWORK 12191 W LINEBAUGH AVE SUITE 626 TAMPA FL 33634 501(C)(3) CHARITABLE 25000 FLORIDA POLICY INSTITUTE 1001 N ORANGE AVENUE ORLANDO FL 32801 501(C)(3) CHARITABLE 70000 FLORIDA RISING TOGETHER INC 10800 BISCAYNE BLVD SUIT 1050 MIAMI FL 34161 501(C)(3) CHARITABLE 100000 FREEDOM TO READ PROJECT 4623 ALISA CIRCLE NE ST PETERSBURG FL 33703 501(C)(3) CHARITABLE 10000 FRIENDS OF MANATEE LAGOON INC 6000 N FLAGER DRIVE WEST PALM BEACH FL 33407 501(C)(3) CHARITABLE 25000 GLOBAL IMPACT 2300 N STREET NW SUITE 501A WASHINGTON DC 20037 501(C)(3) CHARITABLE 100000 GUATAMALAN- MAYA CENTER 430 N G STREET LAKE WORTH FL 33460 501(C)(3) CHARITABLE 15000 IFWHENHOW 1714 FRANKLIN STREET 100-393 OAKLAND CA 94612 501(C)(3) CHARITABLE 50000 INNER CITY INNOVATORS 313 DATURA STREET SUITE 200 WEST PALM BEACH FL 33401 501(C)(3) CHARITABLE 40000 NALEO EDUCATION FUND 1000 CORPORATE CENTER DRIVE SUITE 310 MONTEREY PARK CA 91574 501(C)(3) CHARITABLE 50000 NATIONAL LATINA INSTITUTE FOR REPRODUCTIVE JUSTICE 40 EXCHANGE PLACE SUITE 1300 NEW YORK NY 10005 501(C)(3) CHARITABLE 75000 NEOPHILANTHROPY 1001 AVENUE OF THE AMERICAS 12TH FLOOR NEW YORK NY 10018 501(C)(3) CHARITABLE 1250000 NEW VENTURE FUND 1828 L STREET NW SUITE 300-A WASHINGTON DC 20036 501(C)(3) CHARITABLE 500000 PS 305 1951 NW 17TH AVENUE SUITE 600 MIAMI FL 33136 501(C)(3) CHARITABLE 25000 PANORAMA GLOBAL 2101 4TH AVENUE 2100 SEATTLE WA 98121 501(C)(3) CHARITABLE 50000 PEOPLE ENGAGED IN ACTIVE COMMUNITY EFFORTS 100 N PALMWAY LAKE WORTH FL 33460 501(C)(3) CHARITABLE 10000 PLANNED PARENTHOOD SOUTH EAST AND NORTH FLORIDA 2300 NORTH FLORIDA MANGO ROAD WEST PALM BEACH FL 33409 501(C)(3) CHARITABLE 100000 PLANNED PARENTHOOD SOUTHWEST CENTRAL FLORIDA 736 CENTRAL AVENUE SARASOTA FL 34236 501(C)(3) CHARITABLE 100000 PRISON POLICY INITIATIVE PO BOX 127 NORTHHAMPTON MA 01061 501(C)(3) CHARITABLE 15000 PROJECT ON GOVERNMENT OVERSIGHT (POGO) PO BOX 34758 WASHINGTON DC 200434758 501(C)(3) CHARITABLE 100000 PROTEUS FUND 15 RESEARCH DRIVE SUITE B AMHERST MA 01002 501(C)(3) CHARITABLE 650000 PUBLIC CITIZEN FOUNDATION 1600 20TH STREET NW WASHINGTON DC 20009 501(C)(3) CHARITABLE 200000 STATE DEMOCRACY PROJECT 77 SANDS STREET 6 BROOKLYN NY 112011431 501(C)(3) CHARITABLE 250000 TIDES CENTER - STATE VOICES FLORIDA PO BOX 889385 LOS ANGELES CA 900889385 501(C)(3) CHARITABLE 250000 YMCA 2728 LAKE WORTH ROAD LAKE WORTH FL 33461 501(C)(3) CHARITABLE 100000 10710382 0 14 119 14 981381 18 1034119 K-1 CLEAR VISION IMPACT FUND, LP 14 211863 0 2227482 0 2227482 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES ROBO 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 5805358 X X 2 JAMES ROBO AND MEREDITH TRIM 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 961228 X X 3 JAMES ROBO AND MEREDITH TRIM 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 96019 X X 4 JAMES ROBO AND MEREDITH TRIM 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 374362 X X 5 JAMES ROBO AND MEREDITH TRIM 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 667783 X X 6 JAMES ROBO AND MEREDITH TRIM 3300 PGA BLVD STE 350 PALM BEACH GARDENS FL 33410 325516 X X 1 105,648 SHS NEXTERA ENERGY, INC 5805358 2024-03-01 2 4,252 SHS APPLE 961228 2024-10-04 3 697 SHS APPLOVIN 96019 2024-10-04 4 424 SHS ELI LILLY 374362 2024-10-04 5 5,410 SHS NVIDIA 667783 2024-10-04 6 3,125 SHS VERTIV HOLDINGS 325516 2024-10-04 ACCOUNTING 4488 3590 898 COMPUTERS 2022-06-10 9804 3105 SL 5.000000000000 1961 0 FIDELITY GOVERNMENT MONEY MARKET 2595512 2595512 ISHARES CORE S&P TOTAL US STOCK MARKET 14370102 21763019 VANGUARD INDEX FDS VANGUARD TOTAL STOCK 32376063 48268724 ISHARES RUSSELL 1000 INDEX FUND 769594 790903 COMPUTERS 9804 5066 4738 CLEAR VISION IMPACT FUND, LP 3316598 3199832 3199832 MEMBERSHIP DUES 6800 0 6800 PAYROLL SERVICE FEES 5490 0 5490 INSURANCE 2253 0 2253 OFFICE EXPENSES 3603 721 2882 K-1 CLEAR VISION IMPACT FUND, LP 211863 211863 211863 CREDIT CARD PAYABLE 68 0 REGISTERED AGENT/FILING FEES 457 0 457 PAYROLL TAXES 6223 0 6223 EXCISE TAXES 137000 0 0