Form 9,90=PF 2@07
I Return of Private Foundation OMB No 1545-0052 Form 9,90=PF or Section 4947( a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Department of the Treasury state rep 2@07 Internal Revenue Service The foundation may be able to use a copy of this return to satisfy For calendar year 2007 , or tax year beg inning , 2007 , and ending Init, i ro+iirn I inns rofnrn Amended return i v Address chance Name chanae Name of foundat ion A Employer identification number
Use the IRS label. CREDIT SUISSE AMERICAS FOUNDATION 04-6059692 Otherwise, Number and street (or P 0 box number if mail is not delivered to street address) Room/suite BTelephone number (see page 10 of the is rmctbne) print or type. MADISON AVENUE , 6TH FLOOR ( 212 ) 325-4199 See Specific 1 is City or town, state, and ZIP code lication ► Instructions . C Itexem cion a p D 1. Foreign organizations, check here , ► NEW YORK , NY 10010 2 . Foreign organizations meeting the 85% test, check here and attach H Check type of organization X Section 501(c 3 exempt private foundation computation ...... ► Section 4947(a)( 1 ) nonexem pt charitable trust Other taxable p rivate foundation E If private foundation status was terminated q I Fair market value of all assets at end J Accounting meth o d Cash X Accrua l under section 507(bx1XA ), check here . ► of year (from Part ll, col (c), line q Other (specify) _ - _ _ _ - - - _ - - - F It the foundation is In a 60-month termination (Part 1, column (d) must be on cash basis) under section 507(bx1)( B),check here . 16) ► $ 36 403 424. ► of Revenue and Expenses (The (d) Disbursements Analysis Revenue and amounts in columns (b), (c), and (d) (a) (b) Net investment (c) Adjusted net for charitable total of expenses per may not necessarily equal the amounts in income income purposes books column (a) (see page 11 of the instructions)) ( cash basis on ly)
1 Contributions itts , grants , etc , received ( attach schedule ) . 4 , 057 , 804. if the foundation is not required to 2 Check ► a tt ac h S c h B 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities , • , • 976 966. 1 , 033 , 352. S a Gross rents ...... b Net rental income or (loss) w S a Net gain or (loss) from sale of assets not on line 10 931 , 669. b Gross sales price for all assets on line 6a 24,230,021 . Y 7 Capital gain net income (from Part IV , line 2) , 1 1 272 , 163. ^I 8 Net short-term capital gain ...... 9 Income modifications . • ...... 10 a Gross sales less returns O and a l lowances . . . • b Less Cost of goods sold h-r c Gross profit or (loss) (attach schedule) • • , • 11 Other income (attach schedule) • • , • , • • t^ 0 12 Total. Add lin es 1 through 11 5 , 966 , 439. 2 1 305 , 515. 0 00 13 Compensation of officers, directors, trustees , etc . • y 14 Other employee salaries and wages . . . . y 15 Pension plans , employee benefits . . . , . . 16a Legal fees (attach schedule) , . • , , • , • • CL JJ b Accounting fees (attach schedule) , • • , , • c Other professional fees (attach sc6&M 1 • 182 599. 182 , 599. 17 Interest . . Ln 18 Taxes( ttac^ t o mstructo 44 , 034. 1 , 684. 19 Depre ation ( and de IBfb n• 20 Occup cy , k,0. • , , 21 Travel , ren ^nU^m tiPilgs .or 22 Printing ubllcatlons 23 Other ex ene)a. 53 , 354. 53 , 354. M 24 Total ope sting II IF expenses. CL Add lines ough 23 . • . • • . . . . . 279 987. 184 283- 53 , 354. D 25 Contributions , gifts , grants paid . $TJ4I'. 4 . 6 , 042 , 028. 5 1 851 , 278. 26 Total ex penses andd isbursements Add lines 24 and 25 6 , 322 , 015. 184 283- 5 , 904 , 632. 27 Subtract line 26 from line 12 a Excess of revenue over expenses and disbursements -355 , 576. b Net investment income (if negative, enter -0-) 2 1 121 , 232. c Ad usted net income ( if negative , enter-0. . -0- For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the Instructions :** STMT 2 Form99U -F'F (2007) JSA 7E14104000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 8 .^'- orn„n„ 04-6059692 Page 2 Attached schedules and amounts in the Beginning of year End of year Balance Sheets description column should be for end-of-year amounts only ( See instructions ) ( a) Book Value ( b) Book Value ( c) Fair Market Value 1 Cash - non-interest-bearing , , , , , , , , , , , , , , , , , 2 Savings and temporary cash investments , , , , , , , , , , 7 , 227 , 288. 793 900. 793 , 900 . receivable 3 Accounts ►------for doubtful accounts Less allowance ► ------receivable 4 Pledges ► ------Less allowance for doubtful accounts ► 5 Grants receivable , , , , , , , , , , , , , , , , , , , , , , 6 Receivables due from officers , directors , trustees , and other disqualified persons ( attach schedule ) (see page 16 of the instructions) 7 Other notes and loans receivable (attach schedule) 01 _ _ _ _ _ Less allowance for doubtful accounts ► ,a 8 Inventories for sale or use 9 Prepaid expenses and deferred charges , , , , , , , , , , , , Q 10 a Investments - U S and state government obligations (attach schedule) b Investments - corporate stock (attach schedule) . STMT .5 . , 20 590 263. 20 869 372. 20 869 372. c Investments - corporate bonds (attach schedule ) ,STMT , 6, , 6 , 437 , 191. 13 171 438. 13 , 171 , 438. 11 Investments - land, buildings, ► and equipment basis ______Less accumulated depreciation ► (attach schedule ) ------12 Investments - mortgage loans , , , , , , , , , , , , , , , , 13 Investments - other (attach schedule ) , , , , , , STkIT 7 , 1 , 550 , 797. 1 , 202 , 960. 1 , 20-2 , 960. 14 Land, buildings, and ► equipment basis ______Less accumulated depreciation ► (attach schedule) 052. 365 754. 365 , 754 . 15 Other assets (describe ► ______STNT_ 8 _ ) 77 , 16 Total assets (to be completed by all filers - see the instructions . Also, see page 1, item I), 35 882 591. 36 403 424. 36 , 403 , 424. 17 Accounts payable and accrued expenses , , , , , , , , , , , .30, 650. 161 835 . 18 Grants payable ,, 44 048. 1 134 798. 0 19 Deferred revenue , 20 Loans from officers , directors, trustees , and other disqualified persons a 21 Mortgages and other notes payable ( attach schedule) , , , , , 191 631. 17 , 949. 22 Other liabilities ( describe ► _ _ _ _ _ - ______STMT _ 9_ )
23 Total liabilities ( add tines 17 through 22) , 1 , 166 , 329. 1,314,582. Foundations that follow SFAS 117, check here ► X and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted ...... 34 , 716 , 262. 35 , 088 , 842. R 25 Temporarily restricted , , , , , , , , , , , , , , , , , , , , m 26 Permanently restricted , , , , , , , , , , , , , , , , , , , , Foundations that do not follow SFAS 117, q LA_ check here and complete lines 27 through 31. ► o 27 Capital stock , trust principal , or current funds , , , , , , 28 Paid - in or capital surplus , or land , bldg, and equipment fund N 29 Retained earnings , accumulated income , endowment , or other funds 30 Total net assets or fund balances ( see page 17 of the z instructions ) , , , , , , , , , , , , , , , , , , , , , , , , 34 716 262. 35 088 842. 31 Total liabilities and net assets /fund balances ( see page 17 of the instructions) ...... 35 882 591- 36 , 403 , 42 4 . 1;MINHI Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, column ( a), line 30 ( must agree with end-of-year figure reported on prior year's return ) , , , , , , , , , , , , , , , , , , , , , , , , , , 1 34 , 716 , 262 . 2 Enter amount from Part I, line 27a ...... 2 -355 , 576. 3 Other increases not included in line 2 (itemize ) 10. STATEMENT 10 ------3 728 , 156 . _-SEE.------35 088 842. 4 Add lines 1, 2, and 3 . . , , ...... , , , , , , , , , , , , , , 4 5 Decreases not included in line 2 (itemize )l, _ ___ 5 6 Total net assets or fund balances at end of year ( line 4 minus line 5) - Part II , column (b), line 30. 6 35 , 088 , 842.
JSA Form 990 -PF (2007) 7E1420 2 000
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 Form 990-PF 2007 0 4 -60596 9 Page3 FMVTEM Canital gains and Losses for Tax on Investment Income How (c) Date (a) List and describe the kind(s) of property sold (e g , real estate , Date aPp^ireda acquired (d) sold 2-story brick warehouse , or common stock , 200 shs MLC Co.) o-Donation (mo , day , yr.) dy, y ) fa SEE PART IV SCHEDULE b c d e Depreciation allowed ( g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (f) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e Com p lete onl y for assets showin g gain in column ( h ) and owned by the foundation on 12/31 /69 (I) Gains (Col (h) gain minus Adjusted basis (k) Excess of col (I) col (k), but not less than -0-)or (i) F M V. as of 12/31/69 (1) as of 12/31/69 over col 0), if any Losses (from col (h)) a b c d e If gain , also enter in Part I, line 7 2 Capital gain net income or (net capital loss) , , { If (loss), enter -0- In Part I, line 7 } 2 1 , 272 , 183. 3 Net short-term capital gain or ( loss) as defined in sections 1222( 5) and (6) If gain, also enter in Part I, line 8, column ( c) (see pages 13 and 17 of the instructions) If (loss), enter -0- In Part I, line $ 3 Ii^ Qualification Under Section 4940 ( e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes FX No If "Yes ," the foundation does not qualify under section 4940(e). Do not complete this part.
4 C..*... 41 .e ___-_-_+_ .. ..^ ..L...... 0... .. L. . 1 0 -f +ke . .-a. , ,..h...... L...i...., ...., L,...... F.,.,.. a (d) Base period years (b) (c) Distribution ratio calendar year (or tax year beginning in) Adjusted qualifying distributions Net value of noncharitable-use assets (col (b) divided by col (c)) 2006 6 , 170 , 458. 34 877 544. 0.176918 2005 5 , 424 , 768. 30 913 642. 0.175481 2004 3 , 766 , 898. 20 221 658. 0.186280 2003 3 , 680 , 686. 20 032 885. 0.183732 2002 5 , 985 . 053. 26 613 226. 0.224890
2 Total of line 1, column (d) ...... 2 0.947301 3 Average distribution ratio for the 5-year base period - divide the total on fine 2 by 5, or by the number of years the foundation has been in existence if less than 5 years , , . . . . . 3 0. 189460
4 Enter the net value of noncharitable - use assets for 2007 from Part X, line 5 4 37 458 196.
5 Multiply line 4 by line 3 ...... 5 7 , 096 , 830.
6 Enter 1 % of net investment income (1% of Part (, line 27b) ...... 6 21 , 212.
7 Add lines 5 and 6 7 7 , 118 , 042.
8 Enter qualifying distributions from Part XII, line 4...... 8 5 , 904 , 632. If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1% tax rate See the Part VI inst r uctio ns o n page 18 JSA 7E1430 2 000 Form 990-PF (2007)
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 10 990-PF (2007) __ 04- 4 Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 - see 18 of the Instruc
IS Exempt operating foundations described In section 4940 (d)(2), check here ► U and enter "N/A" on line 1 , , , Date of ruling letter . ______(attach copy of ruling letter if necessary - see Instructions) , , b Domestic foundations that meet the section 4940(e) requirements In Part V, check q I , ...... here ► and enter 1 % of Part line 27b ...... c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12 . cc[ (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) . . 3 Add lines I and 2 ...... 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-), , , 5 Tax based on Investment Income. Subtract line 4 from line 3. If zero or less, enter -0...... 6 Credits/Payments: a 2007 estimated tax payments and 2006 overpayment credited to 2007 , 6a o?. 3(03 b Exempt foreign organizations -tax withheld at source ...... 6 b NONE c Tax paid with application for extension of time to file (Form 8868), , , 6c Q 30 d Backup withholding erroneously withheld ...... 6d 7 Total credits and payments . Add lines 6a through 6d ...... L '? 3 8 Enter any penalty for underpayment of estimated tax. Check here q If Form 2220 is attached ...... 9 Tax due . If the total of lines 5 and 8 Is more than line 7, enteramount owed ► 10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter theamount overpaid ...... ► 6aa- 11 Enter the amount of line 10 to be : Credited to 2008 estimated tax ► Of 0 , Refunded Ili- Statements Regarding Activities 1 a During the tax year, did the foundation attempt to Influence any national, state, or local legislation or' did It Yes No participate or intervene in any political campaign? ...... 1 a X b Did it spend more than $100 during the year (either directly or Indirectly) for political purposes (see page 19 of the Instructions for definition)? ...... 1 b X If the answer is 'Yes " to Is or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities.
c Did the foundation file Form 1120 -POL for this year? , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , . Ic X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: (2) On foundation managers $ (1) On the foundation ► 3 ► e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax Imposed on foundation managers. ► $ 2 Has the foundation engaged In any activities that have not previously been reported to the IRS? , , , , , , , , , , , , , 2 X If *Yes,' attach a detailed description of the activities. 3 Has the foundation made any changes , not previously reported to the IRS , in its governing instrument , articles of incorporation, or bylaws , or other similar Instruments ?/f "Yes,' attach a conformed copy of the changes , , , , , , , , , 3 X 4a Did the foundation have unrelated business gross income of $1 ,000 or more during the year? ...... 4a X b If "Yes ," has it filed a tax return onForm 990-T for this year? ...... X 5 Was there a liquidation , termination , dissolution , or substantial contraction during the year? , , , , , , , , , , , , , , , 6 X If 'Yes,' attach the statement required by General Instruction T. 6 Are the requirements of section 508(e ) (relating to sections 4941 through 4945) satisfied either. • By language in the governing instrument, or • By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain In the governing instrument? ...... 6 X 7 Did the foundation have at least $5,000 in assets at any time during the year' f'Yes,' complete Part ll, col (c), and Part XV 7 X 8a Enter the states to which the foundation reports or with which it Is registered (see page 19 of the instructions ) MP ► NYt------b If the answer is "Yes" to line 7 , has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate ) of each state as required by General Instruction G?lf 'No,' attach explanation ...... 8b X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 49420)(3) or 49420 )(5) for calendar year 2007 or the taxable year beginning in 2007 (see instructions for Part XIV)? If "Yes," complete Part XIV ...... 9 X 10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses 10 X Form 990 -PF (2007)
JSA 7E14402000
72HOYW 1534 11/13/ 2008 15:04 :32 V07-8. 5 HEA10129 11 5 Form 990-PF (2007) 04-6059 Statements Regarding Activities (continued) i1 a At.any time during the year , did the foundation , directly or indirectly, own a controlled entity within the X meaning of section 512 ( b)(13)? If "Yes," attach schedule . (see page 20 of the instructions) ...... 11 1a b If "Yes ," did the foundation have a binding written contract in effect on August 17, 2006 , covering the interest, N rents , royalties , and annuities described in the attachment for line 11a? ...... 11b X 12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract? ...... 12 13 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? Website address 14 The books are in care of ERIC -ECKHOLDT------Telephone no S21?1325_5260 ------_10010 ---___ Located at MADISON AVENUE,- 6TH FLOOR NEW YORK NY ZIP+4 ► N/A ...... 15 Section 4947 ( a)(1) nonexempt charitable trusts filing Form 990- F in lieu of Form 1041 - Check here ...... and enter the amount of tax- exempt interest received or accrued during the year ► 1 15 Statements Regarding Activities for Which Form 4720 May Be Required Yes No File Form 4720 if any item is checked In the "Yes" column, unless an exception applies. 1a During the year did the foundation (either directly or indirectly) q Yes No (1) Engage in the sale or exchange, or leasing of property with a disqualified person?...... (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a No disqualified person? ...... Yes X No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...... X Yes No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?...... Yes X (5) Transfer any income or assets to a disqualified person (or make any of either available for q Yes q No the benefit or use of a disqualified person)2 ...... (6) Agree to pay money or property to a government official? Exception. Check "No" if the foundation agreed to make a grant to or to employ the official for a period after q Yes q No termination of government service, if terminating within 90 days ) ...... b If any answer is "Yes" to la(1)-(6), didany of the acts fail to qualify under the exceptions described in Regulations 1 b X section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see page 22 of the instructions)? ...... q Organizations relying on a current notice regarding disaster assistance check here ...... ► c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that 1 c were not corrected before the first day of the tax year beginning in 2007? ...... X 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private ---operating foundation defined in section 4942(j)(3) or 4942(j)(5)) a At the end of tax year 2007, did the foundation have any undistributed income (lines 6d and q Yes q No 6e, Part XIII) for tax year(s) beginning before 2007? ...... If"Yes,"list the years b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (If applying section 4942(a)(2) 2b N to all years listed, answer "No" and attach statement - see page 22 of the instructions) ...... c If the provisions of section 4942(a)(2) are being applied toany of the years listed in 2a, list the years here ------'------'------3a Did the foundation hold more than a 2% direct or indirect interest in any business q Yes q No enterprise at any time during the year? ...... b If "Yes," did it have excess business holdings in 2007 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969, (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest, or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the 3b N foundation had excess business holdings in 2007) ...... 4a X 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?...... b Did the foundation make any investment in a prior year (but after December 31. 1969) that could jeopardize its charitable ouroose that had not been removed from jeopardy before the first day of the tax year beginning in 2007? ...... 4b X Form 990 -PF (2007)
JSA 7E14502000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 12 Forni 990-PF 6 •1MIY11E7 Statements Reciardinq Activities for Which Form 4720 May Be Required (continued) 5 a Ddring the year did the foundation pay or incur any amount to: (1) Carry on propaganda , or otherwise attempt to influence legislation (section 4945(e))? , , . . , , q Yes q N o (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly , any voter registration drive? ...... 0 Yes X No (3) Provide a grant to an individual for travel , study, or other similar purposes ? . , , . . . . . , . , Yes BX No (4) Provide a grant to an organization other than a charitable, etc., organization described in section 509 (a)(1), (2), or ( 3), or section 4940(d)(2)? (see page 22 of the instructions) , . . . . . q Yes q N o (5) Provide for any purpose other than religious, charitable , scientific, literary, or educational purposes , or for the prevention of cruelty to children or anima ls? , , , , , , , . . . q Yes q N o b If any answer is "Yes" to 5a(1 )-(5), didany of the transactions fail to qualify under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 22 of the Instructions)?...... 5b N Organizations relying on a current notice regarding disaster assistance check here ...... c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant? , , , , , , , , , , , , , , , , N/A q Yes q No If "Yes," attach the statement required by Regulations section 53.4945-5(d) 6a Did the foundation , during the year, receive any funds , directly or indirectly, to pay premiums on a personal benefit contract?...... q Yes q N o b Did the foundation , during the year, pay premiums , directly or indirectly , on a personal benefit contract? , , , , , , , , , , , , 6b If you answered " Yes" to 6b, also (le Form 8870 7 a At any time during the tax year , was the foundation a party to a prohibited tax shelter transaction ?, , q Yes No b If yes , did the foundation receive any proceeds or have any net income attributable to the transaction?. . 7b X Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
1 list all nfficars dirpctnrs trustees foundation mananers and their cmmnensatlon (see nano 23 of the instructions). (b) Title, and average (c) Compensation (d) Contri butions to (e) Expense account, ( a) Name and address hours per week (Knot paid, enter employee benefit plans other allowances devoted to position and deferred com pensation
------NONE NONE NONE
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2 Compensation of five highest-paid employees (other than those included on line 1 - see page 23 of the instructions). If none, enter "NONE." (d) Contributions to Title, and averageavers benefit (e) Expense account, (a) Name and address of each employee paid more than $50,000 (b) (c) Compensation employee hours week plans and deferred other allowances devoted to poposition com pensation
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Total number of other employees paid over $50,000 . I NONE Form 990 -PF (2007)
JSA 7E14602000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 13 Form 990-PF (2007) 04-6059692 Page 7 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued)
3 Five highest -p aid Inde p endent contractors for p rofessional services ( see p age 23 of the instructions ). If none , enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
Total number of others receiving over $50,000 for professional services . ► NONE Summary of Direct Charitable Activities
List the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as the number menses of organizations and other beneficiaries served, conferences convened, research papers produced, etc
1 -N/A------
2 ------
3 ------
4
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i Summary of Proaram-Related Investments (see oaae 24 of the Instructions) Describe the two largest program - related investments made by the foundation during the tax year on lines 1 and 2 Amount 1 NONE ------
2 ------
All other program- related investments See page 24 of the instructions
3 -NONE ------
Total Add . lines 1 throu g h 3 . . ► Form 990 -PF (2007)
JSA 7 E 1465 2 000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 14 Form 990-PF (2007) 1 04-6059692 Page 8 Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see page 24 of the instructions.) I Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes a Average monthly fair market value of securities , . , .. . . , . .. la 39 583 249.
b Average of monthly cash balances ...... lb 2 , 068 , 497.
c Fair market value of all other assets (see page 25 of the instructions) ...... Ic 1 , 376 , 879.
d Total (add lines 1a, b, and c), ...... Id 38 028 625. e Reduction claimed for blockage or other factors reported on lines la and I c (attach detailed explanation) .. le 2 Acquisition indebtedness applicable to line 1 assets ...... 2 NONE 3 from Subtract line 2 line 1d ...... 3 38 , 028 , 625. 4 Cash deemed held for charitable activities Enter 11/2 % of line 3 (for greater amount, see page 25 of the instructions) ...... 4 570 , 429. 5 Net value of noncharitable -use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 37 458 196. 6 Minimum investment return. Enter 5% of line 5 6 1 , 872 , 910. Distributable Amount (see page 25 of the instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here ► and do not complete this part ) I Minimum investment return from Part X, line 6 ...... 1 1 , 872 , 910. 2 a Tax on investment income for 2007 from Part VI, line 5 2a 42 , 425. b Income tax for 2007. (This does not include the tax from Part VI.). . 2b c Add lines 2a and 2b ...... 2c 42 , 425. 3 Distributable amount before adjustments Subtract line 2c from line 1 ...... 3 1 , 830 , 485. 4 Recoveries of amounts treated as qualifying distributions , , , , , , , , , , , , , , , , , , , , , , 4 5 Add lines 3 and 4 ...... 5 1 , 830 , 485. 6 Deduction from distributable amount (see page 25 of the instructions) , . . . 6 7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1 11 830 485. Qualifying Distributions (see page 26 of the instructions)
I Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes
a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26. . . , ...... Ia 5 , 904 , 632. b Program-related investments - total from Part IX-B 1 b NONE 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes ...... 2 NONE 3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) 3a NONE b Cash distribution test (attach the required schedule) . , . 3b NONE 4 Qualifying distributions . Add lines 1a through 3b Enter here and on Part V. line 8, and Part XIII, line 4 4 5 , 904 , 632. 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1 % of Part I, line 27b (see page 26 of the instructions) , , 5 N / A 6 Adjusted qualifying distributions . Subtract line 5 from line 4 6 5 , 904 , 632. Note : The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years Form 990-PF (2007)
JSA 7E14702000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 15 Page9 Form 990-PF 200 04-6059692 Und Income (see f the instructions) (a) (b) (c) (d) Years prior to 2006 2006 2007 1 Distributable amount for 2007 from Part XI, Corpus 1 , 830 , 485. line 7 ...... 2 Undistributed income , if any, as of the end of 2006 a Enter amount for 2006 only ...... b Total for prior years 3 Excess distributions carryover, if any, to 2007 a From 2002 , , , , , , 4 , 674 , 645 . b From 2003 , , , , , , 2 , 853 , 400. c From 2004 , , , , , , 2 , 786 , 208, d From 2005 , , , , , , 2 , 712 , 840, e From 2006 , , , , , , 4 , 550 , 839, f Total of lines 3a through e , , , ...... 7 , 577 , 932. 4 Qualifying distributions for 2007 from Part XII, line4 ► $ 5, 904, 632. a Applied to 2006 , but not more than line 2a , , ,
b Applied to undistributed income of prior years (Election required - see page 27 of the instructions ) ......
c Treated as distributions out of corpus ( Election required - see page 27 of the instructions). . d Applied to 2007 distributable amount , , , , , 1 , 830 , 485 . e Remaining amount distributed out of corpus , , 4 , 074 , 147. 5 Excess distributions carryover applied to 2007 , (if an amount appears in column (d), the same amount must be shown in column (a) ) 6 Enter the net total of each column as Indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 1 , 652 , 079. b Prior years' undistributed income . Subtract line 4b from line 2b c Enter the amount of prior years ' undistributed income for which a notice of deficiency has been issued , or on which the section 4942( a) tax has been previously assessed ...... d Subtract line 6c from line 6b Taxable amount - see page 27 of the instructions , e Undistributed income for 2006 Subtract line 4a from line 2a Taxable amount - see page 27 of the instructions ......
f Undistributed income for 2007 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2008 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see page 27 of the instructions ) , ...... 8 Excess distributions carryover from 2002 not applied on line 5 or line 7 (see page 27 of the instructions) ...... 4.674.64 9 Excess distributions carryover to 2008. Subtract lines 7 and 8 from line 6a 10 Analysis of line 9 a Excess from 2003 . . 2 853 , 400 b Excess from 2004 . . . 2 , 786 , 208 c Excess from 2005 . . 2 , 712 , 840 d Excess from 2006 , , , 4 550 , 839 e Excess from 2007 4 074 , 147 Form 990-PF (2007)
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7E14802000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 16 Form 990-PF Page 10 e 27 of uestion 9) NOT APPLICABLE 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation , and the ruling is effective for 2007, enter the date of the ruling . . . . , , ► b Check box to indicate whether the foundation is a private operating foundation described in section 4942(j)(3) or 49420)(5) Tax yea Prior 3 years 2 a Enter the lesser of the ad- (e) Total )usted net income from Part (a) 2007 2006 (c) 2005 2004 1 or the minimum investment return from Part X for each year listed . , . . . . .
b 85% of line 2a . . . . .
C Qualifying detribubons from Part XII, line 4 for each year listed ,
d Amounts included In line 2c not used directly for active conduct of exempt activities . . . . . e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c ...... 3 Complete 3a, b, or c for the alternative test relied upon a 'Assets' alternative test - enter
(1) Value of all assets . . , (2) Value of assets qualifying under section 49420)(3)(B)(i). . b 'Endowment" alternative test- enter 2 / 3 of minimum invest- ment return shown in Part X, line 6 for each year listed . .
C 'Support' alternative test- enter (1) Total support other than gross investment Income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) . . (2) support from general public and 5 or more exempt organizations as provided In section 4942 OX3XBf(ni) ...... (3) Largest amount of sup- port from an exempt organization . . . . . (4) Gross investment income . Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year - see page 28 of the instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) )
N/A b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest N/A
2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship, etc., Programs: Check if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the foundation makes gifts, grants, etc (see page 28 of the instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d a The name, address, and telephone number of the person to whom applications should be addressed SEE STATEMENT 11 b The form in which applications should be submitted and information and materials they should include
SEE STATEMENT 12 c Any submission deadlines.
FEBRUARY 15 & AUGUST 15 d Any restrictions or limitations on awards , such as by geographical areas , charitable fields, kinds of institutions, or other factors
SEE STATEMENT 13 JSA 761490 2 000 Form 990-PF (2007) 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 17 Form 990-PF (2007) 04-6059692 Page 1 1 Supplementary Information (continued) 3 G rants and Contributions Paid During the Year or Approved for Future Payment If recipient Is an individual , Recipient Foundation Purpose of g rant or show any relationship to tus Amount any foundation manager st a of contribution Name and address (home or business) or substantial contributor recipient a Paid during the year SEE STATEMENT 5,851,278.
Total ...... 3a 5 , 851 , 278. b Approved for future payment SEE STATEMENT 1,134,798.
Total 3b 1, 134, 798. Form 990-PF (2007)
JSA 7E1491 2 000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 18 Form 990-PF (2007,) 04-6059692 Page 12 Analysis of Income-Producing Activities Excluded b section 512 , 513, or 514 e Enter gross amounts unless otherwise indicated . Unrelated business income Related or exempt (a) (b) (c) (d) function income See page code mount Exclusion code Amount 28 of Program service revenue f(he instructions.) a b c d e
9 Fees and contracts from government agencies 2 Membership dues and assessments , , , , , 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 14 976 , 966. 6 Net rental income or (loss ) from real estate a Debt-financed property , , , , , , _ , , b Not debt-financed property , , , , , , , 6 Net rental income or (loss) from personal property 7 Other investment income 8 Gain or (loss) from sales of assets other than invento 18 931 , 669. 9 Net income or (loss) from special events , , , 10 Gross profit or (loss) from sales of inventory. 11 Other revenue a b c d e 12 Subtotal Add columns ( b), (d), and (e) 1 , 908 , 635. 13 Total . Add line 12, columns ( b), (d), and (e) ...... 13 1,908,635. (See worksheet in line 13 instructions on page 29 to verify calc ulations ) Relationship of Activities to the Accomplishment of Exempt Purposes Line No. Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to V the accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes) (See page 29 of the instructions )
Form990 -PF (2007) JSA 7E1492 2 000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 19 Form990-PF 2007 04-6059692 Page13 • Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations Did the organization directly or indirectly engage in any of the following with any other organization described in section Yes No 501(c) of the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharltable exempt organization of. (1) Cash ...... 1a1 X (2) Other assets ...... la ( 2 ) X b Other transactions: (1) Sales of assets to a noncharitable exempt organization ...... 1b 1 X (2) Purchases of assets from a nonchardable exempt organization ...... 1b ( 2 ) X (3) Rental of facilities, equipment, or other assets ...... 1b ( 3 ) X (4) Reimbursement arrangements ...... 1b 4 X (5) Loans or loan guarantees ...... 1b ( S ) X (6) Performance of services or membership or fundraising solicitations ...... l b ( 6 ) X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees ...... 1 c X d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation If the foundation received less than fair market value in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received
2 a Is the foundation directly or indirectly affiliated with , or related to, one or more tax-exempt organizations described in section 501 ( c) of the Code ( other than section 501 (c )(3)) or in section 527? ...... Yes [X No h If "Vac " rmmnlatn tha fnllnwinn srhadidP (a) Name of organization ( b) Type of organization (c) Description of relationship
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true , correct and complet cla y ion of pr parer ( other than taxpayer or fiduciary) s ba sed- on all information of which preparer has any knowledge Vlh- Signature of officer or trustee 4l
c er's cc p signature a v y Firm's name (or yours of ' DELOITTE TAX LLP self-employed ), address , TWO JERICHO PLAZA and ZIP code JERICHO , NY
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7E1493 2 000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 OMB 1545-0047 Schedule B I Schedule of Contributors No (Form 990 , 990-EZ, or 990 -PF) Supplementary Information for 007 Department of the Treasury line Form 990, 990 -EZ, and 990 -PF (see instructions) Internal Revenue Service I of Name of organization Employer identification number
CREDIT SUISSE AMERICAS FOUNDATION ne_Gnso^o^ Organization type (check one).
Filers of: Section:
Form 990 or 990-EZ q 501(c)( ) (enter number ) organization
q 4947 (a)(1) nonexempt charitable trust not treated as a private foundation
q 527 political organization
Form 990-PF 501(c)( 3) exempt private foundation
q 4947( a)(1) nonexempt charitable trust treated as a private foundation
q 501(c )( 3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. (Note : Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule - see instructions.)
General Rule -
13 For organizations filing Form 990 , 990-EZ , or 990 - PF that received, during the year , $ 5,000 or more (in money or property ) from any one contributor ( Complete Parts I and II )
Special Rules -
q For a section 501 (c )( 3) organization filing Form 990 , or Form 990- EZ, that met the 331 /3 % support test of the regulations under sections 509 ( a)(1)/170 (b)(1)(A)(vi), and received from any one contributor , during the year , a contribution of the greater of $ 5,000 or 2% of the amount on line 1 of these forms ( Complete Parts I and II )
q For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ, that received from any one contributor, during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Parts I, II, and III
q For a section 501(c)(7), ( 8), or (10 ) organization filing Form 990 , or Form 990 - EZ, that received from any one contributor, during the year , some contributions for use exclusively for religious , charitable , etc , purposes , but these contributions did not aggregate to more than $ 1,000 (If this box is checked , enter here the total contributions that were received during the year for an exclusively religious , charitable , etc , purpose Do not complete any of the Parts unless theGeneral Rule applies to this organization because it received nonexclusively religious , charitable , etc , contributions of $5,000 or more during the year ) ...... ► $
Caution: Organizations that are not covered by the General Rule and/or the Special Rules do not file Schedule B (Form 990, 990-EZ, or 990-PF), but theymust check the box in the heading of their Form 990, Form 990-EZ, or on line 2 of their Form 990-PF, to certify that they do not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)
For Paperwork Reduction Act Notice, see the Instructions Schedule B (Form 990, 990-EZ, or 990-PF) (2007) for Form 990, Form 990-Q, and Form 990-PF
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7E1251 1 000 72HOYW 1534 11/13/ 2008 15 :04:32 V07- 8.5 HEA10129 22 I Employer Identification number Name of organization CREDIT SUISSE AMERICAS FOUNDATION
Contributors (See Specific Instructions.) - (a) (b) (c) (d) No. Name , address, and ZIP + 4 Aggregate contributions Type of contribution
1 CREDIT SUISSE USA Person X Payroll 1 MADISON AVENUE, 6TH FLOOR $ 3,822,042. Noncash (Complete Part II if there is NEW YORK, NY 10010 a noncash contribution )
(a) (b) (c) (d) No. Name , address , and ZIP + 4 Aggregate contributions Type of contribution
2 TIM CAREY Person X Payroll C/O CSFB 1 MADISON AVENUE, 6TH FLOOR $ 10,000. Noncash (Complete Part II if there is NEW YORK, NY 10010 a noncash contribution )
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Aggregate contributions Type of contribution
3 MARC GRANETZ Person Payroll C/O CSFB 1 MADISON AVENUE, 6TH FLOOR $ 10,000 . Noncash (Complete Part II if there is NEW YORK, NY 10010 a noncash contribution )
(a) (b) (c) (d) No. Name , address, and ZIP + 4 Aggregate contributions Type of contribution
Person Payroll $ Noncash (Complete Part II if there is a noncash contribution
(a) (b) (c) (d) No. Name , address, and ZIP + 4 Aggregate contributions Type of contribution
Person Payroll $ Noncash (Complete Part II if there is a noncash contribution
(a) (b) (c) (d) No. Name , address , and ZIP + 4 Aggregate contributions Type of contribution
Person Payroll $ Noncash (Complete Part II if there is a noncash contribution )
scneauie n (rorm anu, aeu- ec, or you-rr) jzuuii JSA
7E1253 1 000 72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 23 CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
FORM 990PF , PART I - OTHER PROFESSIONAL FEES
REVENUE AND NET EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME
CREDIT SUISSE ASSET MANAGEMENT 182, 599. 182,599. ------TOTALS 182,599. 182,599. ------
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 24 STATEMENT 1 1.`,t L)1'1' bUlbbft AMNKILAS r'UUNUATiON 04-6059692
FORM 990PF, PART I - TAXES ------
REVENUE AND NET EXPENSES INVESTMENT DESCRIPTION PER BOOKS INCOME
FEDERAL EXCISE TAXES 44,034. FOREIGN TAXES FROM INVESTMENTS IN PASSTHROUGH ENTITIES 1,684. ------TOTALS 44,034. 1,684. ------
72HOYW 1534 11/13/ 2008 15:04 :32 V07- 8.5 HEA10129 25 STATEMENT 2 CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
FORM 990PF, PART I - OTHER EXPENSES
REVENUE AND EXPENSES CHARITABLE DESCRIPTION PER BOOKS PURPOSES
MISCELLANEOUS EXPENSES 53,354. 53,354. ------TOTALS 53f354- 53,354. ------
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 26 STATEMENT 3 Credit Suisse Americas Foundation EIN: 04-6059692 FYE: 12/31/2007
Form 990-PF, Part XV, Grants and Contributions Paid during the Year or Approved for Future Payment a - Paid during the year Holiday Charity Initiative Organizations 1,134,798 New York City Grants 3,410,000 Other Grants 963,300 Mini Grants 416,227 Less adjustment for prior year grants paid in 2007 (73,047) Total Grants 5,851,278 b - Approved for future payment
Miscellaneous Grants 1,134,798 Total Grants 1,134,798
* Please see the attached documents providing detail for the grants. All grants are paid to 501(c )(3) public goundations for public purposes. There is no relationship between the Taxpayer and the grant recipients
Statement 4 Credit Suisse Americas Foundation 2007 Holiday Charity Initiative Organizations
AMOUNT ORGANIZATION LOCATION The Trust for Public Land Mid-Atlantic Region - is a national, New York nonprofit, land conservation organization that conserves land for people to enjoy as parks, community gardens, historic sites, rural lands, and other natural places, ensuring livable $994,038- communities for generations to come. The Family House - A not-for-profit organization providing San Francisco temporary housing to families of seriously ill children receiving treatment at the University of California San Francisco $37,500 Children's Hospital. American Red Cross of Greater Los Angeles - The mission of Los Angeles the American Red Cross is to ensure nationwide disaster planning, preparedness, community disaster education, mitigation, and response that will provide the American people with quality services delivered in a uniform, consistent, _ ._!3077 and respo nsive manner. United Cerebral Palsy - United Cerebral Palsy's mission is to Chicago advance the independence, productivity and full citizenship of $280 _people with disabilit ies through an affiliate network. Christmas in the City - The mission is to support and mentor Boston Boston's homeless families. What initially began as an effort to make the holidays memorable for children staying in Boston-area shelters has since expanded to include year- round programs, including work to help families make a successful transition from homelessness to independent $12,878 living. Big Brothers Big Sisters of Forsyth County - The mission is to Atlanta help children reach their potential through professionally supported, one-to-one relationships with mentors that have a $221075 measurable impact on youth.
CREDIT SUISSEE Page 1 of 2 Credit Suisse Americas Foundation 2007 Holiday Charity Initiative Organizations
AMOUNT ORGANIZATION LOCATION Toys for Tots - The mission of the U.S. Marine Corps Reserve Raleigh Toys for Tots Program is to collect new, unwrapped toys during October, November and December each year and distribute those toys as Christmas gifts to needy children in the community in which the campaign is conducted. The program wishes to play an active role in the development of children; to unite all members of local communities in a common cause for three months each year during the annual toy collection and distribution campaign; and to contribute to $7,529 better communities in the future. Trust for Public Land Central Region - is a national, Houston nonprofit, land conservation organization that conserves land for people to enjoy as parks, community gardens, historic sites, rural lands, and other natural places, ensuring livable $4,740 communities for generations to come. The Children's Hospital Foundation - The Children's Hospital Philadelphia Foundation is the charitable, tax-exempt organization benefiting The Children's Hospital of Philadelphia. Its mission is to build the long-term fundraising capacity of The Children's Hospital of Philadelphia by establishing and nurturing long- standing donor relationships and thereby ensuring the $4,2oo _ Hospital's financial security and supporting Its growth_ Fundacion Manos del Sur - Our mission is to provide children Miami ^.^^--- - living in extreme poverty in Latin America with the opportunity to grow into healthy adults, to be integrated into society and lead accomplished lives for themselves and their $1,425 families. North Texas Food Bank - Their goal is to address the critical Dallas issue of hunger in North Texas by securing donations of surplus unmarketable, but wholesome, foods and grocery products for distribution through a network of charitable organizations dedicated to feeding the hungry in 13 North Texas counties. The North Texas Food Bank is a certified member of America's Second Harvest National Food Bank Network, the nation's largest domestic hunger relief $ o0 or anization. $1,134,798 2007 Holiday Initiative Grants Total 11 2007 Holiday Initiative Organizations
C;REDITSUISS C Page2of2 Credit Suisse Americas Foundation 2007 Core & Disaster Relief Organizations
ORGANIZATION OVERVIEW American Red Crass The American Red Cross provides disaster relief services and educational of Greater New York programs to meet the evolving needs of an ever-changing population. Today the $200,000 Chapter is a partner and a vital participant in New York's plans and programs to help the nine million people in the five boroughs of New York City and Orange, Putnam, Rockland and Sullivan Counties prevent, prepare for and respond to emergencies. Support was provided in reflection of employee volunteerism through Ready When the Time Comes, a program to recruit and train new volunteers. Baby Buggy Baby Buggy collects new and gently used clothing, gear and products for infants, $25,000 young children and pregnant women. It currently assists 8o social service sites in the five boroughs of New York City. These agencies serve domestic violence survivors, families in foster care prevention programs, families in homeless shelters and numerous court child centers. Big Brothers Big Big Brothers Big Sisters' mission is to help children reach their potential through Sisters of New York professionally supported, one-to-one mentoring relationships with measurable Cit impact. The New York program reaches over 4,000 young people every year. $1.50,000 CARE CARE is an international relief agency whose mission is to serve individuals and $50,000 families in the poorest communities in the world. Drawing strength from its global diversity, resources and experience, CARE promotes innovative solutions. Support from Credit Suisse is to provide support for global disasters. CDI In4:jManhatt„an Comprehensive Development Inc. (CDI) provides vital social services to Comgrjhensive Manhattan Comprehensive Night and Day High School which fills a unique niche Night and pay among New York City's high schools: educating older students who handle adult School responsibilities while earning a diploma. Over half of these 8oo students, ages 17- $50,000 2.2., are recent immigrants to the U,S., learning English as a second language. The majority of students work at least part-ti me as they attend the school. Center for Anti- For over 26 years, the Center for Anti-Violence Education has educated and Violence Educations provided services to end violence. CAE has developed and implemented Inc. programs to help women, teens, and children prevent and heal from assault and $2S, 000 abuse. Children' s ftLe Children's Hope Foundation, a volunteer driven organization, improves the Foundation quality of life for children, youth and their families affected by HIV and AIDS. $25,000 Working in partnership with medical facilities and community based organizations in the New York area, Children's Hope Foundation responds with innovative solutions to the needs of children and teens hardest hit by AIDS. Children's The Children's Storefront was founded in 1966. Its mission is to provide students Storefront with a solid education, combining the open-admission policy of public schools $75,000 with the academic rigors and social and artistic exposures of private schools.
CREDITSUIS$ E Page aof6 Credit Suisse Americas Foundation zoo? Core & Disaster Relief Organizations
ORGANIZATION OVERVIEW City Harvest Founded in -1983., City Harvest is the world's oldest and New York's only food $100,000 rescue program. City Harvest exists to end hunger in communities throughout New York City, and does this through food rescue and distribution, education, and other practical, Innovative solutions , CiyKids Foundation CityKids uses the arts to engage and train young people to create positive and $50,000 powerful solutions to Issues impacting their lives. Young people learn to improve their own educational status, become agents for social change, take action in community projects, and carry positive messages to their peers. City Year New York City Year recruits 3.7-24 year olds from diverse backgrounds for a year of fvlltime $200,000 community service, leadership development and civic engagement. City Year partners with schools and community-based organizations to promote academic success, build capacity by creating service organizations, organize enriching civic- based after-school programming, and lead volunteers in transformational service projects. Columbia Business The Institute for Not-for-Profit Management (INM) was formed to build the School Institute for managerial capacity of not-for-profit organizations. Through intensive, graduate- Not-for-Profit level programs, participants study core management disciplines tailored Management specifically to the not-for-profit sector. INM's programs emphasize the $40,000 importance of deploying resources strategically to fulfill the organization's mission and meet its goals. Foundation support was provided to allow staff members at our grantee organizations attend the Middle Management Program. Educational Alliance Support for the Education Alliance is directed to Project ORE an outreach $25,000 program that works with homeless and Isolated Jewish individuals throughout Manhattan. For more than two decades, Project ORE has provided emergency clothing, shelter, and food (kosher lunch program, take home Shabbat food packages and weekend food deliveries) to the needy. Everybody Wins Everybody Wins! provides "reading partners" for more than i,ooo elementary Foundation school children in the New York metropolitan area. Since its founding in 1991, $75,000 the program has been a leading literacy and mentoring organization, pairing caring adult volunteers with children in elementary schools for weekly reading aloud and conversation. The Family Center The Family Center works to create a more secure present and future for children $25,000 whose parents have a life-threatening illness by providing comprehensive legal and social services, education and research.
CREDITSUISSEE Page 2 of 6 Credit Suisse Americas Foundation 2.007 Core & Disaster Relief Organizations
ORGANIZATION OVERVIEW FIRST For Inspiration and Recognition of Science and Technology, better known as $150,000 FIRST, hosts annual Robotics Competitions where teams of professionals and young people solve engineering and design problems in an intense and competitive way. The competitions are high-tech spectator sporting events, the result of lots of focused brainstorming, real-world teamwork, dedicated mentoring and project deadlines. The competition shows students that technological holds opportunities and that the basic concepts of science, math, engineering, and invention are exciting and interesting. Food Bank for New The Food Bank for New York City was founded in -1983 to coordinate the Yo rk i procurement and distribution of food donations from manufacturers, $350,000 wholesalers, retailers and government agencies to organizations providing food to the city's hungry. The Food Bank distributes 67 million pounds of food to more than s,ooo programs throughout the five boroughs and supplies food for 250,000 meals a day. $150,000 represents a one-time gift provided for organizational capacity building and $125,000 reflects a one-time gift as a result of Credit Suisse being honored at the Food Bank's annual benefit. Fresh Air Fund Since 1877, The Fresh Air Fund has provided free summer vacations in the country $50,000 to more than 1.7 million New York City children from disadvantaged communities. Each year, thousands of children visit volunteer host families in 13 states and Canada through the Friendly Town Program or attend Fresh Air Fund camps. Good Shepherd Rooted in the work that began in New York in 1857, Good Shepherd Services is a Services non-profit, social service and youth development agency which provides a broad $150,000 range of services to more than z8,ooo of the City's most vulnerable children and families each year. Through community-based preventative services, foster boarding home and group care programs GSS helps program participants develop the personal, educational and vocational skills needed to create positive change in their lives and open pathways to a better future. Habitat for Habitat-NYC builds approximately 25 homes per year in the Bronx, Brooklyn, Humanity - New Manhattan and Queens. Acquiring land and buildings from the City' Department York City of Housing Preservation and Development and other governmental agencies for $300,000 a nominal fee, professional architects design the buildings and contractors build the exterior to conform to city building code. Once the exterior is complete, volunteers and Habitat-NYC family partners build the interiors and complete the finish work. $too,ooo represents a one-time gift provided for organizational capacity building.
CREDITSUISSEE Page 3 of 6 Credit Suisse Americas Foundation 2007 Core & Disaster Relief Organizations
ORGANIZATION OVERVIEW Habitat for Started in 1989, Habitat for Humanity of Westchester is an affiliate of Habitat for Humanity- Humanity International and involves thousands of volunteers who seek to Westchester eliminate poverty housing and homelessness throughout Westchester County, $25,000 and to make decent, affordable shelter a matter of conscience and public action. Habitat invites people from all walks of life to work together in partnership to build houses with fam ilies in need . Henry Street Henry Street Settlement delivers a wide range of social service and arts Settlement programming to more than ioo,ooo New Yorkers each year. Henry Street's core $200,000 divisions include a multidisciplinary arts center, shelter and supportive services, behavioral and health services, senior services, home care services, a workforce development center, day care centers, and after school and summer programs for neighborhood youth. I Mento iMentor matches young people from underserved communities in New York with $40,000 adult volunteers. Mentors and mentees email one another regularly, meet in- person several times each semester, and collaborate on-line on projects designed to improve students' reading, writing, research, and technology skills. International Center Founded in 1961, The International Center in New York (ICNY) is a unique of New York community where immigrants, refugees, students and other newcomers to the $25,000 United States come to practice English and learn about American culture. Each year, 2,500 newcomers, from 95 different countries are provided with a wide range of language and cultural programs through a corps of l,ooo volunteers. Junior Achievement Junior Achievement brings economics-based education programs into the of New York classroom for students In grades K-12. The purpose of the curriculum is to teach $100,000 students financial literacy and work-force readiness. The curriculum is taught by volunteers who serve as role models for the students, exposing them to career possibilities and associating education with obtaining professional goals. Lesbian, Gay, Established in 1983, the Lesbian, Gay, Bisexual & Transgender Community Center Bisexual & has grown to become the largest LGBT multi-service organization on the East Transgender Coast where every week, 6,ooo people visit the Center, and more than 300 groups Community Center meet there. The center has served as an incubator for grassroots groups such as $25,000 ACT UP and the Gay & Lesbian Alliance Against Defamation (GLAAD) the principal organization combating homophobia and stereotyping of gays in the media. The Center also provides social service, public policy, educational and cultural and recreational programs. Madison Square The MSPC is dedicated to keeping Madison Square Park a bright, beautiful, and Park Conservancy programmed public park. MSPC raises funds to support lush and brilliant $100,000 horticulture, park maintenance and security. The Conservancy offers a variety of programs for users of all ages and promotes the Park to the neighborhood.
CREDITSUISSEE Page 4 of 6 Credit Suisse Americas Foundation 2007 Core & Disaster Relief Organizati on s
ORGANIZATION OVERVIEW New Alternatives NAC Is a health and social services agency whose exclusive mission Is to serve For Children children with disabilities and their families . NAC provides comprehensive health $251000 and social services to support family preservation, reunification or adoption. New York Cares New York Care' mission is to unite and enable caring citizens to help people in $75,000 need and improve New York City through volunteer service and creative giving. Each month, it mobilizes more than 3,000 volunteers to take part in a wide variety of flexibly scheduled, team - based projects that have a dramatic impact on the lives of New Yorkers in need. New York Cares is a clearinghouse for countless volunteer opportunities throughout the city. Only Make Believe Only Make Believe delivers a magical world of interactive theater to hospital- $25,000 bound children, many of whom have never experienced the thrill of a live performance. It is dedicated to the principal that freeing a child's creative spirit can be a fun and valuable part of the healing process. P2r Schoias Per Scholas offers comprehensive computer technician training to capable, $50,000 motivated but economically disadvantaged men and women and makes high- quality reconditioned computers available to under-served individuals and families through its ACCESS program at the lowest possible cost. Per Scholas earns 65% of its operating revenue from the sale of reconditioned computers, disposal se rvicefees and the sale of recycled materials. Prep for Prep The mission of Prep for Prep is to Identify and nurture a generation of leaders $75,000 from minority group backgrounds who have the education, the skills, and the commitment to help guide this society towards a significant narrowing of the gap between the rhetoric of the American Dream and its blemished reality. As a strategy for developing leaders from minority groups, Prep for Prep seeks to identify those boys and girls who are most likely to benefit from attending academically-demanding independent schools. P blico o Founded in 1.996, Publicolor's mission is to catalyze change in inner-city schools $75,000 and neighborhood facilities though the power of color and collaboration. It does this, in part, through the Paint Club and COLOR Club programs, which train at- risk students the marketable skill of commercial painting and engages volunteers to work with them on painting projects. StreetWise Partners StreetWise Partners assists disadvantaged adults obtain office-job skills through $105,000 one-on-one mentoring. Since 3.997, SWP has trained over 6oo participants and engaged over z,ooo professionals. $55,000 represents a one-time gift provided for organizational capacity building Student Sponsor Student Sponsor Partners (or SSP) has a mission is to provide New York City's at- Partners risk high school youth with an opportunity to receive a quality non-public high
$150,000 school education, through the financial support, and one-to-one mentoring guidance of a 4-year spon sor. Over go% of SSP graduates continue on to college.
CREDIT SUISSEE Page 5 of 6 Credit Suisse Americas Foundation 2007 Core & Disaster Relief Organizations
ORGANIZATION OVERVIEW Terence Cardinal The Terence Cardinal Cooke Health Care Center provides compassionate long- Cooke Health Care term care to the elderly, severely disabled children, and those who live with Center chronic illnesses such as AIDS, Alzheimer's and Huntington's Disease. $200,000 $3,410,000 2007 New York City Grants Total 36 2007 N ew Yo rk City O rga nizations
CREDITSUISSE Page 6 of 6 2007 Branch Grants It Organization Amount Raleigh Food Bank of Central and Eastern North Carolina - Founded in 1980, the Food $25,000 Bank of Central & Eastern North Carolina's mission is to harness and supply resources so that no one goes hungry in central and eastern North Carolina where hunger has been and remains a serious problem. Raleigh Habitat for Humanity of Wake County - Habitat for Humanity of Wake County $35,000 (Habitat) is an ecumenical Christian nonprofit organization dedicated to building housing with and for low-income families In Wake County. Since 1986, Habitat has worked in partnership with those who share the vision of eliminating substandard, poverty housing. Habitat homeowners are selected without regard to religion, race, gender, or age. Habitat builds houses according to family size and need.
Raleigh International Focus Inc. - To promote an awareness and appreciation of the $5,000 diverse cultures in this area
Raleigh Junior Achievement - Junior Achievement educates and inspires young people to $10,000 value free enterprise, understand business and economics to Improve the quality of their lives. Raleigh Make-A-Wish Foundation -The Make-A-Wish Foundation grants the wishes of $10,000 children with life-threatening illnesses to enrich the human experience with hope, strength, and joy. Raleigh Special Olympics, North Carolina - The mission of Special Olympics is to provide $25,000 year-round sports training and athletic competition In a variety of Olympic-type sports for children and adults with intellectual disabilities, giving them continuing opportunities to develop physical fitness, demonstrate courage, experience joy and participate in a sharing of gifts, skills and friendship with their families.
Raleigh The Volunteer Center of Durham - The Volunteer Center of Durham Is a non-profit $15,000 organization that enriches the Durham community and the lives of Its residents through volunteerism. The mission is to connect people of all ages with opportunities to serve, to provide community agencies with essential resources and training, and to coordinate programs that raise awareness of the local needs.
Raleigh Shepherd's Table Soup Kitchen - To help feed those who are in need $7,500
Raleigh Strong Women Organizing Outrageous Projects (SWOOP) The mission of $5,000 SWOOP Is to provide community service through short-term labor and support to meet otherwise insurmountable needs in a spirit of cooperative sisterhood. Their purposes are: to help persons in need - those who are elderly, low-income, disabled, or simply overwhelmed; to better participants in body, mind and spirit by bettering the lot of others; to build community among women by providing opportunities for networking and fun. Raleigh March of Dimes - Their mission Is to improve the health of babies by preventing $5,000 birth defects, premature birth, and infant mortality through research, community services, education and advocacy to save babies' lives. March of Dimes researchers, volunteers, educators, outreach workers and advocates work together to give all babies a fighting chance against the threats to their health: prematurity, birth defects, low birthweight. San Francisco Boys and Girls Club of America - Boys & Girls Clubs provide a safe place for $25,000 youth to develop character, leadership, education, career, health, art, sports and fitness skills while becoming responsible and caring citizens. 2007 Branch Grants Cif Organize.tion Amount San Francisco Bayview Hunters Point Center for the Arts and Technology(BAYCAT) - $5,000 BAYCAT educates and Inspires Inner-city youth and others to become productive citizens and to better themselves and the quality of their communities through education, arts, culture and enterprise to preserve, present and promote jazz.
San Francisco Giants Community Fund - The Giants Community Fund supports the Junior Giants $10,000 Baseball program for at-risk youth, renovates baseball fields and gives grants In the areas of education, health and violence prevention. They use baseball as a forum to encourage youngsters and families to live healthy, productive lives.
San Francisco Canal Alliance - Canal Alliance is a multi-service agency dedicated to $25,000 independence, stabilization, and growth for families and Individuals living in the Canal area of San Rafael. San Francisco Food Runners - To collect surplus foods and delivery to needy $10,000 San Francisco The First Tee - Utilizes the game of golf to Impart life skills to those who have not $5,000 previously had exposure to the game and Its positive values. San Francisco Omega Boys Club of San Francisco - Omega Boys Club Is a violence prevention $30,000 organization for youth and young adults (both men and women) that emphasizes academic achievement and noninvolvement with gangs, drugs and violence. Its aim Is to help young people stay alive and free by providing them with Information that helps to reduce the risk of their becoming unbolted In violent behavior.
San Francisco R.E.C. Inc. - The mission of REC Inc. is to bring the maximum number of people $15,000 with developmental disabilities Into recreational activities, local events, and philanthropic service, thereby empowering them and helping them find a place in the larger community. Sao Paulo ACJ Brazil - United Way International's purpose is to strengthen communities and $40,000 improve lives around the world. Funds were allocated to ACJ Brazil, an affiliate of the United Way International, to train Brazil's inner-city youth for the workplace.
Sao Paulo Assoclagdo de AsslstOncia ao Adolescente via The United Way International* - $15,000 To give social and educational assistance, aiming the Integral formation of the young selected by the criterion of Intellectual capacity and social-economic difficulties.
Sao Paulo Assoclacdo Comunitaria Despertar via The United Way International*- $15,000 Provides teenagers with professional qualities, which include the whole community and contemplate the qualification and income-generation groups. It also provides medical, dental and psychological services for 7,000-plus people per month, in the districts of Jardim Miriam e Pedreira, In the peripheral area of Sao Paulo.
Sao Paulo Luta pela Paz - Centro Esportivo a Educaclonal via The United Way $5,000 International* - Fight for Peace provides practical alternatives to crime and organised armed violence for children and youth in disadvantaged communities via social inclusion through sports, education, access to the formal work market, the promotion of a culture of peace and building youth leaders. 2007 Branch Grants city Organization Amount Sao Paulo Instituto Dom Bosco via The United Way International*- To promote the $15,000 strengthening of an educational community that, Illuminated by the criteria evangelical, offer to children, youth and families, training human, and social ethics to be builders of a more just and caring society. Sao Paulo Associagdo Luz Nova via The United Way International*- This Community gives $10,000 assistance to young women who are dependent on drugs, and its main strategies are to actuate In partnership with the public services and volunteer associations, In a way to establish collaborative and complementing relationships with the therapeutic program. It also pursues the breaking up of Isolation and the confrontation with reality in which It is inserted.
Toronto Daytrippers Children's Charity via The United Way International* - Daytrippers $20,000 Children's Charity raises funds to send underprivileged children primarily In Ontario, British Columbia, Nova Scotia and Quebec on educational school trips.
Toronto The Evergreen Foundation via The United Way International*- Their mission is $12,500 to bring communities and nature together for the benefit of both. They engage people In creating and sustaining healthy, dynamic outdoor spaces - In their schools, their communities and their homes. They believe that local stewardship creates vibrant nelghbourhoods, a healthy natural environment and a sustainable society for all.
Toronto University of Toronto - Tickets for Kids via The United Way International*- The $7,500 purpose of this program Is to provide opportunities for youth from "at-risk" communities In Toronto to attend Varsity Blues women's basketball games and experience the University of Toronto campus. The program uses the sport of basketball as a forum to communicate the importance of education and physical activity. Washington, DC Work, Achievement, Values & Education (WAVE) - WAVE provides teachers and $15,000 youth workers with the tools and training to motivate disadvantaged youth to complete school, become work-ready, and develop skills for living. United Way international*- United Way's global network impacts communities In $14,050 47 countries and territories. By convening community leaders United Way works to create long-term solutions to local human needs.
Sub-Total $963,300 Mini Grants Amount Description National Multiple Sclerosis Society $30,000 To end the devastating effects of multiple sclerosis To cure leukemia, lymphoma, Hodgkin's disease and Leukemia and Lymphoma Society $22,500 myeloma Nationwide, community-based voluntary health organization dedicated to eliminating cancer through research, education, American Cancer Society Making Strides Against Breast Cancer $15,000 advocacy and service Ties the resources of EM professionals world-wide with community-based social sector initiatives in developing EMpower-The Emerging Markets Foundation $15,000 countries
Jesuit-inspired middle school for low-income Nativity Mission Center. Inc $15,000 students academic and financial support through high school Prepares and delivers meals each weekday to people living with HIV/AIDS, cancer, multiple sclerosis and other life- God's Love We Deliver $10,500 altering illnesses Challenged Athletes Foundation $10,000 providing grants to athletes with a physical disability Supports the clinical patient care, research and fellowship training activities of the Division of Pediatric Hematology and Oncology at New York-Presbytenan Hospital Weill Cornell Children's Cancer & Blood Foundation $10,000 Medical Center Find a cure for diabetes and its complications through the Juvenile Diabetes Research Foundation - NYC $10,000 support of research
Proceeds benefit New York City's Learn to swim program, Manhattan Island Marathon Swim Foundation $10,000 continual cleaning and restoration of New York City's rivers Patrons Program $10,000 Leads a national civic movement bringing people together to Hands On Network $9,127 tackle tough community problems through service New York Regional Association of Grantmakers $8,600 Association Big Hearts to Little Hearts $7,500 Supporting research and care for pediatric cardiac patients Provides homeless New Yorkers with housing, job training, substance abuse, health and mental health treatment, Bowery Residents' Committee, Inc $6,000 outreach helps low-skilled, low-income southern Nevadans get resources needed to complete vocational training in order to The Foundation for Tomorrow $5,500 obtain a job that pays a living wage offers food, clothing, shelter, residential addiction recovery, transitional housing and spiritual guidance to homeless men, Atlanta Union Mission $5,000 women and children in need provides career counseling. Interview clothing and follow up supportive services to low-income men to help them get and Career Gear $5,000 keep jobs throughout the five boroughs of New York City presenting a broad range of free arts, sports and education programs helping citizens to support their parks on a local level City Parks Foundation $5,000 revitalization of neighborhoods collaborating with youth and professional artists to address civic, social and educational issues through the production of CITYarts $5,000 public art projects in their communities fights hunger and poverty distribution of food and grocery products, education and training, creating programs to meet Community Food Bank of New Jersey $5,000 the needs of low-income people trains volunteers to nurture at-risk children through the creative arts in shelters, schools, residential facilities, and other social Free Arts NYC $5,000 service agencies throughout NYC provide educational opportunities for disadvantaged children who want to attend the inner-city schools under the Inner City Scholarship Fund $5,000 Archdiocese of NY provide a working knowledge of Jewish writings and insites to Maimonides Cultural Mosaic $5,000 individuals in their workplace settings raise awareness of Parkinson's disease and fund research to Parkinson 's Unity Walk $5,000 find a cure for Parkinson's helps children & adults with physical disabilities, return to their homes, communities, and workplaces with maximal quality of Rehabilitation Institute of Chicago $5,000 life to build young women's academic and athletic strengths through a highly structured competitive rowing and academic Row New York $5,000 program Provides personalized songs to children and teens facing Songs of Love Foundation $5,000 tough medical, physical, emotional challenges to develop and implement cost-effective, holistic programs that meet the needs of a diverse population working to break the cycles of homelessness, addiction, and criminal The Doe Fund. Inc $5,000 recidivism preserving, protecting, conserving and promoting Liberty State The Friends of Liberty State Park $5,000 Park
to promote, educate, care, treatment, transition of habilitations Triangle Down Syndrome Network $5,000 of people with downs syndrome and their families actively engage children from under-served communities in extracurricular activities promotes education and wellness Urban Initiatives $5,000 and instills lifelong development and self-sufficiency only international forum of business CEOs and chairpersons pursuing a mission focused exclusively on corporate Committee to Encourage Corporate Philanthropy $4,000 philanthropy Autism Speaks $3,500 awareness, fundraising, science, and advocacy efforts raises million for HIV programs and services in the to-state AIDS Walk New York $3,000 area Hudson Highlands Land Trust $3,000 To preserve the rural character and natural resources Domestic violence and domestic abuse prevention agency 24-hour hotline, counseling, safe house, transitional living, children's services, life skills education, vocational counseling, batterers intervention, legal assistance, teen JBWS - Jeresy Battered Womes's Service $3,000 dating violence serve Kaleidoscope of Hope Foundation $3,000 seeks to prevent kidney and urinary tract diseases increase National Kidney Foundation of Greater New York $3,000 the availability of all organs for transplantation Guidestar $2,500 The leading source for I R S U S non-profits to enrich lives and enhance human progress for Lower East Side residents and other New Yorkers through social services. Henry Street Settlement $2,500 arts, and health care programs
Lawrence Hall Youth Services $2,500 helping at-nsk children redefine the paths of their own future New York Cares $2.500 mobilizing caring New Yorkers in volunteer service dedicated to engaging more volunteers and resources to help Points of Light Foundation $2,500 solve serious issues Celebrates prayer, education, culture, community, and holiday celebration to targeted programming for our diverse Lincoln Square Synagogue $2,000 population Identify funders by state, city, or ZIP code provides grantmakers' addresses, web sites, and fiscal data 990 The Foundation Center $2,000 Finder, and organization's IRS returns
Annual event represents the hope that those lost to cancer will never be forgotten, that those who face cancer will be American Cancer Society Relay for Life $1,500 supported, and that one day cancer will be eliminated Port Washington Soccer Club $1,500 Club Bereavement Center - Children, teens and families who have experienced the death of someone special have a new caring A Caring Hand, Billy Esposito Foundation $1,000 place to go for help, hope, and healing provides a continuum of services for all family members A Family Place Inc $1,000 affected by family violence
health organization helping people affected by the treatable Alcoholism Council of New York $1,000 disease of alcoholism and other drug dependencies Protects Amazoinia rainforest , implements scientifit research projects, promotes sustainabil ity and collaborates with local Amazon Conservation Association $1,000 communities , build local capacity provides humanitarian aid through health, education and job American Near East Refugee Aid (ANERA) $ 1,000 creation programs throughout the middle east annual mission tips to Nicaragua provide an opportunity for committed individuals to share in advancing the quality of life Amigos for Christ $ 1,000 for the needy there aids in preserving and disseminating the cultural heritage of Andrea Del Conte Danza Espana $1 , 000 Spain arts education programs student run organization at NYU School of Medicine dedicated ARIE Foundation $ 1,000 to helping hospitalized children to engage in humanitarian services , locally and at large for relief of poverty and cessation of violence between individuals, Art of Living Foundation $1,000 families, communities, and cultures worldwide Artists Space Inc $1,000 Encourage art and artists in the community 17th and 18th Century Historically Informed Performance to Belle Meade Baroque $ 1,000 Nashville comprehensive educational and support services to Deaf/hard of hearing and hearing multi-handicapped students from birth Beverly School for the Deaf $ 1,000 to age 22
Nationally recognized outreach programs and partnerships with local agencies enable the hospital to provide services to Boca Raton Community Hospital Foundation $ 1,000 school children, the underserved and the community-at-large
honoring New York' s most famous stars and legends in the Broadway Walk of Stars Foundation , Inc $1,000 world of theatre , motion pictures , television, music , and dance provide positive , supportive relationships in the lives of children and youth , through professionally supported one-to- Catholic Big Sisters and Big Brothers $1,000 one relationships between caring adults and children Offers family counseling, employment services, foster care, and emergency help to families and children in the Sunset Center for Family Life in Sunset Park $1,000 Park neighborhood of Brooklyn To serve children, ages 5 thru 12. who have leammg/adjustment issues which prevent their being in a Children's Day Treatment Center and School Inc $1,000 mainstream school to promote educational and cultural awareness within Mount Chinese Cultural Association $1,000 Holyoke College and the surrounding communities in school, after-school, and weekend dramatic arts workshops and performance opportunities for children from diverse City Lights Youth Theatre $1,000 backgrounds in New York City Coalition for Asian American Children & Families $1,000 nation's only pan-Asian children's advocacy organization to empower Filipino professionals as a collective body in the Collaborative Opportunities for Raising Empowerment, Inc $1,000 United States Congregation Etz Chaim of Kew Garden Hills $1,000 Fundraising activities and special events crisis care and other services to homeless young people Covenant House New York $1,000 under 21 years of age Darren EMS - Post 53 Inc $1,000 Emergency Medical Service for the Town of Danen offering a rigorous. college-preparatory school curriculum supported by a structured school culture of East Boston and Excel Academy Charter School $1,000 Chelsea dive the research that will provide preventions, treatments, and cures for people affected by retinal degenerative Foundation Fighting Blindness $1,000 diseases promote an understanding of free-market economics, private- property rights, and the proper role of government to a wide Foundation for Economic Education $1,000 audience to effectively mobilize permanent funds (endowments) for Fiends of the Kenya Community Development Foundation $1,000 development and promotion of social justice in Kenya to provide an avenue for interaction among GBA members and the business community, to promote the graduate GBA Organization $1,000 business program at East Carolina University acts as a conduit for inner city organizations - to obtain Get Together Foundation for the Children $1,000 materials vital to a child's successful development where the children with the most challenging and severe disabilities and their families would be welcomed, educated Gillen Brewer $1,000 and supported To create and perform contemporary choreography that draws Gina Gibney Dance $1,000 upon the strength and insights of women, provides programs for women seeking to enhance their skills. Grace Outreach $1,000 pursue higher level studies and find employment community organization founded in the settlement house Greenwich House $1,000 tradition in Maryland solely dedicated to meeting the speech, language. Hearing and Speech Agency $1,000 and hearing needs of children and adults
settlement house that uses a community building approach to address human needs by empowering community members to Hudson Guild $1,000 take charge of their lives and help others do the same
dynamic language center where immigrants, refugees, asylees, international students and other non-native speakers International Center in New York $1,000 learn English and become familiar with American culture offers opportunities for New York City-area schoolchildren to InterSchool Orchestras of New York $1,000 study and perform great Our primary services are counseling and geriatric care Jewish Family Service of Metrowest $1,000 management Joan's Legacy The Joan Scarangello Foundation to Conquer focused on early diagnosis, treatment, and cure, with an Lung Cancer $1,000 emphasis on non smoking-related lung cancer issues moving research from the laboratory bench to the patient's bedside, translating scientific advances into longer, healthier Juvenile Diabetes Research Foundation - NC $1,000 lives for those with diabetes acute care hospital and a major teaching affiliate of NYU Lenox Hill Hospital $1,000 Medical Center intercollegeiate network of student-run college access programs, mobilizing the expertise and volunteer energy of college students to provide free, high-quality SAT and college preparation courses to low-income and first-generation college- Let's Get Ready $1,000 bound students provides worldwide support for disaster relief, volunteer community programs, humanitarian services, vocational training, diabetic research, drug prevention, special emphasis Lions Clubs International Foundation $1,000 on preventable and reversible blindness Literacy Volunteers of Monmouth County $1,000 promote increased literacy for adults in Monmouth County To improve the health of the individuals and communities we Mount Sinai Medical Center $1,000 serve intensive interdisciplinary college-level five-week summer New Jersey Scholars Program $1,000 program for 39 high school students programs to aid women and children throughout Manhattan New York Women's Bar Association Foundation Inc $1,000 and beyond New Yorkers For Children $1,000 prevention of child abuse addressing chemical dependency and providing residential Odyssey House $1,000 centers
provides home delivered meals and groceries to Open Hand $1,000 Homebound/Cnbcally III and congregate lunches to Seniors providing essential educational programs to young boys and Packer Collegiate Institute $1,000 girls from elementary to high school substance abuse, homelessness, HIV/AIDS, mental illness, trauma, domestic violence, criminal justice, and family Palladia, Inc $1,000 services Parent-Child Home Program, Inc $1,000 school readiness, early literacy and parenting program workforce preparation for adults who have literacy and other Preparatory Training Pro $1,000 barriers to employment PYBL - Plainedge Youth Baseball League $1,000 Youth Baseball Gueensview Nursery School $1,000 Nursery and kindergarten scoot Russian Children's Welfare Society, Inc $1,000 assists disadvantaged children in Russia explore the needs in our community and provide the things that are necessary to make life a little better for those less Ruth Bass Foundation $1,000 fortunate Saint Joseph Academy $1,000 educating young woman Sathi Nepal $1,000 Multicultural people helping poor Nepali children support the nationally recognized Dreyfoos School of the Arts through the funding of curriculum enhancements and School of the Arts Foundation $1,000 scholarships promotes Jewish identity by providing a comprehensive Sid Jacobson Jewish Community Center $1,000 programs promote the prevention of spina bifida and to enhance the Spina Bifida Foundation $1,000 lives of all affected unlock the essence of classical theater for contemporary The Actors Shakespeare Company $1,000 audiences
independent artists and companies offer a variety of programs The Field $1,000 and services which help their artwork and careers grow preparing underprivileged Chicago Area high school students The Griffith Tutoring Group $1,000 for the ACT college entrance exam The Jewish Community Day School $1,000 day school serving students from 5-14 years of age The Jewish National Fund $1,000 the caretaker of the land of Israel assist the College in sustaining its progress into the future by The Manatee Junior College Foundation $1,000 raising and managing private funds Tomchei Shabbos/Hand in Hand of Passaic/Clifton $1,000 distributes food and grocery vouchers to people in need TSNEJHoops and Leaders $1,000 engage people in community and public life United Sri Lanka Society $1,,-000 cultural and ethnic awareness Westcoast Sports Associates $1,000 community recreation Writers' Theatre $1,000 dedicated to a theatre of language Xie Yi Education Foundation $1,000 provides scholarships and grants to students and teachers promote and support adoption as a positive choice for women A M T Children of Hope Foundation $500 with unwanted pregnancies or newborns Abundant Life Family Worship Church $500 Youth programs train and educate the children of the community through a variety of specialized practices as well as through actual game Amity Little League, Inc $500 conditions
Anti-Defamation League $500 response to anti-Semitism and discrimination against Jews provides children and young adults suffering from chronic and life-threatening illnesses, and their siblings, with the tools and Artworks, The Naomi Cohain Foundation, Inc $500 forum for creative artistic expression Adult Education teaching Talmudic Law, History, ethics and Bnei Torah $500 philosophy Camp Sunshine $500 provide summer camping opportunities for children Children's Home & Aid $500 children and youth services Chinese Cultural Promotion of America, Inc $500 cultural and ethnic awareness Christ the King Regional High School $500 Education prevention and cure of cancer and other Ide-threatening City of Hope $500 diseases help individuals and families achieve stability, become self- Connections for the Homeless $500 sufficient, and find and maintain permanent housing Council for the Promotion of Persian Language & Literature in North America $500 Promotion of Persian Language & Literature in North America promote economic independence of disadvantaged women by Dress for Success Boston $500 providing professional attire Epiphany School Foundation $500 development of children nurturing environments for students with learning disabilities to Gateway School $500 excel academically and socially after-school program for girls 8-12 years old that uses running to build self-esteem and improve emotional and physical Girls on the Run Chicago $500 health encourage and nurture self-determination among families and individuals through learning, advocacy, support, and Grand Street Settlement $500 community building to raise funds and support programs that benefit the Los Greater Los Angeles Zoo Association $500 Angeles Zoo to supplement and complement the public school education for Greenacres Elementary School Parent Teacher Association $500 students in the community of Scarsdale NY Guild for Exceptional Children $500 Longterm group home provides educational and emotional support for children in Helping Others Prosper through Empowerment $500 China's orphanages
Hugh Obnan Youth Leadrship $500 youth leadership programs to high school students worldwide full-service diagnostic and treatment center - all under one International Center for the Disabled $500 roof Iona College Rowing $500 Intramural rowing teams Junior League of Booktyn $500 Women building better communities grants for Korean-American Community-based organizations Korean American Community Foundation $500 in greater NY Metro area Lifebeat $500 HIV/AIDS prevention Metrosquash $500 Urban Enrichment Squash Program Minds Matter of NYC. Inc $500 Youth development program National Jewish Council for Disabildies/YACHAD $500 addressing the needs of all individuals with disabilities New Amsterdam Boys Choir $500 Youth organization New Professional Theatre $500 minority theatre New York Road Runners Foundation $500 running organization - youth servies Ocean Township United Soccer Association $500 youth soccer Organs R Us $500 promoting the need for organ donors through athletics Our Lady of Mount Carmel $500 tuition assistance programs bike-a-thon that raises money for the Jimmy Fund of the Dana- Pan Massachusetts Challenge $500 Farber Cancer Institute Philanthropy Roundtable $500 promote effective philanthropy that honors donor intent life saving surgery improve medical treatment impoverished children with congenital and acquired heart disease from Project Kids Worldwide $500 underserved areas ensure that children ages birth to five with special needs Resources for Children with Special Needs $500 receive services that enable them to reach their potential provides under-privileged children with opportunities to gain the lifelong gift of education, in order to break the cycle of Room to Read $500 poverty Sephardic Bikur Holim $500 Social services organization St Baldrick's Foundation Inc $500 childhood cancer research
The American Society for the Prevention of Cruelty to Animals $500 humane organization The CJ Foundation for SIDS $500 medical research and support programs volunteer membership organization that offers the New York public high quality productions of rarely performed light Village Light Opera $500 operas, operettas and Broadway musicals
Total Mini grants $416,227 Less adjustment for grants prior year grants paid in 2007 ($73,047) Net Total Mini Grants $343,180 CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
FORM 990PF, PART II - CORPORATE STOCK
ENDING ENDING DESCRIPTION BOOK VALUE FMV ------
EQUITY SECURITIES 20,869,372. 20, 869, 372. ------TOTALS 20,869,372. 20,869,372. ------
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 28 STATEMENT 5 CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
FORM 990PF, PART II - CORPORATE BONDS
ENDING ENDING DESCRIPTION BOOK VALUE FMV
FIXED INCOME FUND 13,171,438. 13, 171, 438. ------TOTALS 13,171,438. 13,171,438.
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 29 STATEMENT 6 CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
FORM 990PF, PART II - OTHER INVESTMENTS ------
ENDING ENDING DESCRIPTION BOOK VALUE FMV ------
PRIVATE EQUITY INVESTMENTS 1,202,960. 1, 202, 960. ------TOTALS 1,202,960. 1,202,960. ------
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 30 STATEMENT 7 CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
FORM 990PF, PART II - OTHER ASSETS
ENDING ENDING DESCRIPTION BOOK VALUE FMV ------
ACCRUED INTEREST RECEIVABLE 140,298. 140,298. DIVIDENDS RECEIVABLE 141, 941. 141, 941. DUE FROM BROKERS NONE NONE FEDERAL EXCISE TAX RECEIVABLE 83,515. 83,515.
TOTALS 365,754- 365,754.
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 31 STATEMENT 8 .CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
FORM 990PF, PART II - OTHER LIABILITIES
ENDING DESCRIPTION BOOK VALUE
DUE TO BROKERS NONE FEDERAL EXCISE TAX PAYABLE NONE DEFERRED TAX LIABILITY 17, 949. FUNDS HELD FOR OTHERS NONE
------TOTALS 17,949. ------
STATEMENT 9
72HOYW 1534 11/13/ 2008 15:04:32 V07-8. 5 HEA10129 32 • CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
FORM 990PF, PART III - OTHER INCREASES IN NET WORTH OR FUND BALANCES
DESCRIPTION AMOUNT
UNREALIZED GAIN FROM INVESTMENTS 728,156. ------TOTAL 728,156. ------
STATEMENT 10
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 33 , CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
ERIC ECKHOLDT
1 MADISON AVENUE NEW YORK, NY 10010 212-325-5260
STATEMENT 11
72HOYW 1534 11/13 /2008 15:04:32 V07- 8.5 HEA10129 34 . CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
990PF, PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS
WRITTEN PROPOSAL ACCOMPANIED BY IRS DETERMINATION LETTER OF EXEMPT STATUS.
STATEMENT 12
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 35 • %1 9 CREDIT SUISSE AMERICAS FOUNDATION 04-6059692
990PF, PART XV - RESTRICTIONS OR LIMITATIONS ON AWARDS
NO SUPPORT FOR INDIVIDUALS, DINNERS, MEDICAL RESEARCH, ENDOWMENTS, CAPITAL CAMPAIGNS, POLITICAL CAUSES, SPONSORSHIPS, & RELIGIOUS, CIVIC, & FRATERNAL ORGANIZATIONS.
STATEMENT 13
72HOYW 1534 11/13/2008 15:04:32 V07-8.5 HEA10129 36 •
CREDIT SUISSE FIRST BOSTON FOUNDATION TRUST EIN: 04-6059692 FYE: 12/31/2007
Form 990-PF Part IV - Capital Gains and Losses for Tax on Investment Income
Long -Term Capital Gains/(Losses):
From Pass-Through: DLJ Strategic Partners,L P 136,612 EIN 31-4129946
CSFB Strategic Partners II, L P 214,475 EIN 02-0669898
Other Realized Gains 931,669
Total Long-Term Capital Gains/(Losses) 1,282,756
Short-Term Capital Gains/(Losses):
From Pass -Through:
DLJ Strategic Partners,L P (659) EIN 31-4129946
CSFB Strategic Partners II, L P (13,071) EIN 02-0669898
Total Short-Term Capital Gains ( 13,730)
§1231 Gains
From Pass-Through:
DLJ Strategic Partners,L P 18 EIN 31-4129946
CSFB Strategic Partners II, L P 1,500 EIN 02-0669898
Total §1231 Gains 1,518
61250 Gains
From Pass-Through:
DLJ Strategic Partners,L P 689 EIN 31-4129946
CSFB Strategic Partners II, L P 930 EIN 02-0669898
Total §1250 Gains 1,619
Total Realized Gains 1,272,163
Statement 14 CREDIT SUISSE FIRST BOSTON FOUNDATION TRUST EIN: 04-6059692 FYE: 12/31/2007
Form 990-PF Part VIII, Line 1: Officers , Directors & Trustees
TIME EXPENSE NAME & ADDRESS POSITION DEVOTED SALARY BENEFITS ACCOUNT
Doug Paul Chairman 1/2 hour per month None None None c/o Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Nicole Arnaboldi Trustee 1/2 hour per month None None None c/o Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Sean Brady Trustee 1/2 hour per month None None None c/o Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
John Harrison Trustee 1/2 hour per month None None None c/o Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Grace Koo Trustee 1/2 hour per month None None None c/o Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Neil Radey Trustee 1/2 hour per month None None None Go Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Peter Skoglund Trustee 1/2 hour per month None None None c/o Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Lewis Wirshba Trustee 1/2 hour per month None None None do Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Robert O'Brien Trustee 1/2 hour per month None None None do Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Paul Calello Trustee 1/2 hour per month None None None c/o Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Robert Shafir Trustee 1/2 hour per month None None None c/o Credit Suisse First Boston 11 Madison Avenue New York, NY 10010
Total None None None Statement 15 1
886$ Application for Extension of Time To File an Rev. April 2007) Exempt Organization Return OMB No. 1545-1709 Department of the Treasury Internal Revenue Service ► File a separate application for each return. ,^ • If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box . , ► U • If you are filing for an Additional (not automatic) 3-Month Extension, complete only Part U (on page 2 o'f*this form). De not complete Part 11 unless you have already been granted an automatic 3-month extension on a previously filed Form 8868. Automatic 3-Month Extension of Time. Only submit original (no copies needed). Section 501 (c) corporations required to file Form 990-T and requesting an automatic 6-month extension - check this box _-s6did'emplete-Part-honly -:.:.....:. - ...... -.- .:.:.::.::...:-.:.::...... - - - ..... ^` ' All other corporations (including 1120-C filers), partnerships, AEMICs, and trusts must use Fbim 7004 to request an extension of time to file income tax returns. Electronic Filing ("le). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file - one of the returns noted below (6 months for section 501 (c) corporations required to file Form 990-T). However, you cannot file Form 8868 electronically if (1) you want the additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870 , group returns, or a composite or consolidated From 990-T. Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868 . For more details on the electronic filing of this form, visit www. irs.gov/efile and click on e-file for Charities & Nonprofits. Type or Name of Exempt Organization Employer Identification number print CREDIT SUISSE AMERICAS FOUNDATION 04-6059692 He by the Number, street, and room or suite no. M a P.O. box, see instructions. due date for 11 MADISON AVENUE , 8TH FL , TAX DEPT. piing"see City, town or post office , state, and ZIP code. For a foreign address, see instructions. instructions. NEW YORK, NY 10010 Check type of return to be filed (file a se arate application for each return): Form 990 Form 990-T (corporation) Form 4720 Form 990-BL Form 990-T (sec. 401 (a) or 408 (a) trust) Form 5227 Form 990-EZ Form 990-T (trust other than above) Form 6069 T Form 990-PF Form 1041 -A Form 8870
ERIC ECRHOLDT • The books are in the care of ► 212-325 - 5260 Telephone No. ► FAX No. ► • If the organization does not have an office or place of business in the United States, check this box ► El • If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) , If this Is for the whole group , check this box ► At it is for part of the group, check this box ► and attach a list with the names and EINs of all members the extension will cover. 1 I request an automatic 3-month (6 months for a section 501(c) corporation required to file Form 990-T) extension of time until AUGUST 15 2008 to file the exempt organization return for the organization named above. The extension is for the organization's return for.
► B calendar year 2007 or ► tax year beginning , and ending
2 If this tax year is for less than 12 months, check reason: Initial return E] Final return E] Change in accounting period
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See Instructions. 3a $ 112,293 b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax payments made. Include any p rior year overpayment allowed as a credit. 3b $ 112, 293 c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required, deposit ;?;; with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See _0 Instructions. 3c $ 0 Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions. For Privacy Act and Paperwork Reduction Act Notice, see Instructions. Form 8868 (Rev 4-2007)
JSA 7F8054 1 000 Form 8868 ( Rev 4-2008) Page 2 • If you are filing for an Additional ( Not Automatic) 3-Month Extension, complete only Part II and check this box , ...... ► g Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868. • If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1 ). MIM Additional (Not Automatic) 3-Month Extension of Time. You must file original and one copy.
Check ty pe of return to be filed (File a separate application for each retum)- Form 990 Form 990-PF Form 1041-A q Form 6069 Form 990-BL Form 990-T (sec. 401(a) or 408(a) trust) Form 4720 Form 8870 Form 990-EZ Form 990-T (trust other than above) Form 5227 STOPI Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.
• The books are in the care of ► ERIC ECKHOLDT Telephone No. ► 212 325-5260 FAX No. ► q • If the organization does not have an office or place of business in the United States, check this box ...... ► • If this is for a Group Return, enter the organization' s four digit Group Exemption Number (GEN) . If this is q and attach a for the whole group , check this box , . . ► If it is for part of the group , check this box .. , ► list with the names and EINs of all members the extension is for. 4 I request an additional 3-month extension of time until 11/17/2008 5 For calendar year 2007 , or other tax year beginning and ending 6 If this tax year is for less than 12 months , check reason: Initial return Final return Change in accounting period 7 State in detail why you need the extension THE INFORMATION NECESSARY TO FILE A COMPLETE AND ACCURATE RETURN IS NOT YET AVAILABLE.
8a If this application is for Form 990-BL, 990-PF , 990-T, 4720, or 6069 , enter the tentative tax, less any nonrefundable credits See instructions. __ _ If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit and any amount paid with Form 8868. Balance Due. Subtract line 8b from line 8a. Include your payment with this form, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions. Signature and Verification Under penalties of perjury, I declare that 1 have examined this form, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and con}plete, and that I am ayth irized to prepare this form.
Title .-^ Date 111- e179'110 Form 8868 (Rev. 4-2008)
JSA
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