2026-06-24T12:02:26-05:00 2025-12-31 Independent Family Office LLC 677 Broadway 7th Floor Albany NY 12207 990PF 2025-01-01 650377446 THE WILLIAM CHINNICK CHARITABLE FOUNDATION % INDEPENDENT FAMILY OFFICE L WILL 5183011679 PO BOX 10879 ALBANY NY 12201 WILLIAM SWANEY PRESIDENT 5613798322 2026-11-15 true William J Cooke P02285754 5184528050 2026-11-15 2025 2025-03-06 01:10:19Z X 3383819 X 0 X 1113 1113 105534 105534 155349 995240 155349 15547 13 277543 262009 0 21552 15153 5252 940 7912 7909 34716 24002 0 380000 380000 414716 24002 380000 -137173 238007 0 81773 51865 51865 23025 0 23976 0 1450079 1448947 1992927 450060 475568 487074 502707 418067 851953 2531620 2394447 3383819 0 0 X 2531620 2394447 2531620 2394447 2531620 2394447 2531620 -137173 2394447 2394447 FIDELITY #7130 ST 200672 199065 1607 1607 FIDELITY #7130 LT 254253 249484 4769 4769 SCHWAB ST 219599 215508 4091 4091 SCHWAB LT 256088 168838 87250 87250 CAPITAL GAIN DIVIDENDS P 435 CAPITAL GAIN DIVIDENDS P 435 CAPITAL GAIN DIVIDENDS P 435 CAPITAL GAIN DIVIDENDS P 435 155349 3308 3308 3308 4312 0 4312 1004 1004 0 false false false false false false false true true FL false false false false false true INDEPENDENT FAMILY OFFICE LLC 5183011679 677 BROADWAY 7TH FLOOR ALBANY NY 12207 false false false true false false false true true false false false false false false false false false false false false false WILLIAM C SWANEY PO BOX 10879 ALBANY NY 12201 PRESIDENT/TREASURER 1.0 0 0 0 MICHELLE S BOEVE PO BOX 10879 ALBANY NY 12201 SECRETARY, DIRECTOR 1.0 0 0 0 NANCY C SWANEY PO BOX 10879 ALBANY NY 12201 VICE PRESIDENT, DIRECTOR 1.0 0 0 0 2401117 63925 873427 3338469 0 3338469 50077 3288392 164420 164420 3308 3308 161112 13722 174834 174834 380000 0 0 0 0 380000 174834 0 2023 2022 2021 0 378460 288687 284428 468805 250233 1670613 380000 0 174834 205166 1875779 0 0 0 0 378460 1497319 288687 284428 468805 250233 205166 WILLIAM C SWANEY NONE X BAPTIST HEALTH OF SOUTH FLORIDA INC 6855 RED ROAD CORAL GABLES FL 33143 NONE PC UNRESTRICTED GRANT 5000 Saint Thomas Episcopal Church & School PO Box 1070 Sun Valley ID 83353 NONE PC UNRESTRICTED GRANT 30000 Sigma Chi Foundation 1714 Hinman Avenue Evanston IL 60201 NONE PC UNRESTRICTED GRANT 2500 Evans Scholars Foundation 2501 Patriot Boulevard Glenview IL 600268022 NONE PC UNRESTRICTED GRANT 2500 Hospice and Palliative Care of the Wood River Vall PO Box 4320 Ketchum ID 83340 NONE PC Unrestricted Grant 2000 Trustbridge Foundation Inc 5300 East Avenue West Palm Beach FL 33407 NONE PC Unrestricted grant 2000 Desert Scholarship Foundation 44801 Village Court Suite 201 Palm Desert CA 92260 NONE PC Unrestricted grant 3000 Sun Valley Summer Symphony Inc PO Box 1914 Sun Valley ID 83353 NONE PC Unrestricted Grant 10000 Community Child Care Center of Delray Beach Founda 555 NW 4th Street Delray Beach FL 33444 NONE PC Unrestricted Grant 100000 Hospice of Holland Inc 270 Hoover Blvd Holland MI 49423 NONE PC Unrestricted Grant 2000 Harderwyk Ministries 1627 West Lakewood Blvd Holland MI 49424 NONE PC UNRESTRICTED GRANT 6000 Nicklaus Childrens Health Care Foundation Inc 11780 US Highway One N 105 North Palm Beach FL 33408 NONE PC UNRESTRICTED GRANT 5000 St Paul's Episcopal Church 188 South Swinton Ave Delray Beach FL 33444 NONE PC UNRESTRICTED GRANT 130000 Wood River Community Young Mens Christian Associat Post Box Office 6801 101 Saddle Road Ketchum ID 83340 NONE PC UNRESTRICTED GRANT 20000 CHRISTIAN LEAGUE FOR THE HANDICAPPED INC PO BOX 948 WALWORTH WI 53184 NONE PC UNRESTRICTED GRANT 10000 TRACY HANSON INITIATIVE PO BOX 2052 Holland MI 49422 NONE PC UNRESTRICTED GRANT 5000 Country Club of Florida Scholarship Foundation Inc Co HHK 4600 N Ocean Blvd Apt 206 Boynton Beach FL 33435 NONE PC UNRESTRICTED GRANT 2000 Golf Association of Michigan Foundation Inc 39255 Country Club Drive Suite B40 Farmington Hills MI 48331 NONE PC UNRESTRICTED GRANT 3000 Crc Recovery Foundation Inc 455NE 5th Avenue D349 Delray Beach FL 33483 NONE PC UNRESTRICTED GRANT 5000 Caridad Center Inc 8645 W Boynton Beach Blvd Boynton Beach FL 33472 NONE PC UNRESTRICTED GRANT 5000 Grace Episcopal Church 555 Michigan Avenue Holland MI 49423 NONE PC UNRESTRICTED GRANT 15000 Wood River Land Trust Company 119 E Bullion St Hailey ID 83333 NONE PC UNRESTRICTED GRANT 15000 380000 14 1113 14 105534 18 155349 TAX REFUND 18 1812 OTHER INCOME 14 13 REFUND OF CANCELLED CONTRIBUTION 01 13722 277543 277543 false false false false false false false false false false NO FL REQUIREMENT FIDELITY - BOND FUNDS 475568 487074 FIDELITY - STOCKS 929568 1124050 CHARLES SCHWAB 519379 868877 0 LTQ, LLC 502707 418067 851953 LTQ, LLC 7780 7780 ADR FEES 129 129 WIRE FEE 3 CHARLES SCHWAB DEPOSIT 13 13 OVERPAYMENT APPLIED 1812 REFUND OF CANCELLED CONTRIBUTION 13722 INVESTMENT MGMT FEES - IFO 12798 6399 INVESTMENT MGMT FEES - SCHWAB 8754 8754 WILLIAM C SWANEY 23025 0 FOREIGN TAX PAID 940 940 OVERPAYMENT APPLIED 1812 ESTIMATED TAX PAYMENTS 2500