2024-11-15T11:28:18-06:00 2023-12-31 Independent Family Office LLC 677 Broadway 7th Floor Albany NY 12207 990PF 2023-01-01 650377446 THE WILLIAM CHINNICK CHARITABLE FOUNDATION % WILLIAM SWANEY WILL 5613798322 One Peacock Lane Village of Golf FL 33436 WILLIAM SWANEY PRESIDENT 5613798322 2024-11-15 true true Jayne M Miller P01740454 5184528050 2023 2024-10-15 13:58:12Z X 3474015 X 0 X 2211 2211 101805 101805 270945 1890656 270945 7128 22 382089 374983 0 18951 15337 8421 1315 9993 9993 37365 26645 0 639262 639262 676627 26645 639262 -294538 348338 124614 89938 89938 0 1926968 1645534 2030780 102758 410060 415014 815753 530013 938283 2970093 2675545 3474015 0 0 X 2970083 2675545 2970083 2675545 2970083 2675545 2970083 -294538 2675545 2675545 SCHWAB SHORT TERM CAPITAL GAIN - SEE ATTACHED P 464023 463877 146 146 SCHWAB LONG TERM CAPITAL GAIN - SEE ATTACHED P 579600 455183 124417 124417 FIDELITY SHORT TERM CAPITAL GAIN - SEE ATTACHED P 359917 358684 1408 1233 FIDELITY LONG TERM CAPITAL GAIN - SEE ATTACHED P 435189 342142 93047 93047 SCHWAB LONG NET 1231 GAIN P 9 0 9 9 CAPITAL GAIN DIVIDENDS P 0 CAPITAL GAIN DIVIDENDS P 0 CAPITAL GAIN DIVIDENDS P 0 CAPITAL GAIN DIVIDENDS P 0 CAPITAL GAIN DIVIDENDS P 0 270945 4842 4842 4842 7106 0 7106 2264 2264 false false false false false false false true true FL false false false false false true WILLIAM SWANEY 6163925191 ONE PEACOCK LANE Village of Golf FL 33436 false false false false false false false false false false false false false false false false false false false false false WILLIAM C SWANEY One Peacock Lane Village of Golf FL 33436 PRESIDENT/TREASURER 1.0 0 0 0 MICHELLE S BOEVE One Peacock Lane Village of Golf FL 33436 VICE PRESIDENT 1.0 0 0 0 RICHARD G SWANEY One Peacock Lane Village of Golf FL 33436 SECRETARY 1.0 0 0 0 NANCY C SWANEY One Peacock Lane Village of Golf FL 33436 DIRECTOR 1.0 0 0 0 2379796 133916 1045649 3559361 0 3559361 53390 3505971 175299 175299 4842 4842 170457 170457 170457 639262 0 0 0 0 639262 170457 0 2021 2020 2019 0 793132 545303 378460 288687 284428 2290010 639262 0 170457 468805 2758815 0 0 0 0 793132 1965683 545303 378460 288687 284428 468805 WILLIAM C SWANEY NONE X BAPTIST HEALTH OF SOUTH FLORIDA INC 6855 RED ROAD CORAL GABLES FL 33143 NONE PC UNRESTRICTED GRANT 5000 Saint Joseph's Episcopal School Inc 3300B South Seacrest Blvd Boynton Beach FL 334358661 NONE PC UNRESTRICTED GRANT 43713 St Lukes Wood River Foundation Inc Po Box 7005 Ketchum ID 83340 NONE PC UNRESTRICTED GRANT 5000 Saint Thomas Episcopal Church & School PO Box 1070 Sun Valley ID 83353 NONE PC UNRESTRICTED GRANT 15000 Sigma Chi Foundation 1714 Hinman Avenue Evanston IL 60201 NONE PC UNRESTRICTED GRANT 2500 Silver Creek Alliance Inc PO Box 663 PICABO ID 83348 NONE PC UNRESTRICTED GRANT 5000 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 1000 Trustbridge Foundation Inc 5300 East Avenue West Palm Beach FL 33407 NONE PC Unrestricted grant 1000 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 6000 Community Food Clubs 1100 Division Ave S Grand Rapids MI 49507 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 50000 Hospice of Holland Inc 270 Hoover Blvd Holland MI 49423 NONE PC Unrestricted Grant 1000 Blaine County Seniors Council Inc 721 S 3rd Ave PO Box 28 Hailey ID 83333 NONE PC UNRESTRICTED GRANT 1000 Harderwyk Ministries 1627 West Lakewood Blvd Holland MI 49424 NONE UNRESTRICTED GRANT 2000 Hillsdale College 33 East College Street Hillsdale MI 49242 NONE UNRESTRICTED GRANT 10000 Nicklaus Childrens Health Care Foundation Inc 11780 US Highway One N 105 North Palm Beach FL 33408 NONE UNRESTRICTED GRANT 1000 St Paul's Episcopal Church 188 South Swinton Ave Delray Beach FL 33444 NONE UNRESTRICTED GRANT 5000 Saint Gregory's Episcopal Church 100 NE Minzer Blvd PO Box 1503 Boca Raton FL 33429 NONE UNRESTRICTED GRANT 162899 Wood River Community Young Mens Christian Associat Post Box Office 6801 101 Saddle Road Ketchum ID 83340 NONE UNRESTRICTED GRANT 10000 Spectrum Health-MSU Alliance Corporation 100 MICHIGAN ST NE Grand Rapids MI 49507 none Unrestricted Grant 25000 Saint Joseph's Episcopal Church 33008 S Seacrest Blvd Boynton Beach FL 33435 none PC Unrestricted Grant 214900 Brentwood Country Club Employee Scholarship Fund 590 South Burlingame Ave Los Angeles CA 90049 NONE PC UNRESTRICTED GRANT 6000 Canopy Center Inc 2445 Darwin Rd 15 Madison WI 53704 NONE Unrestricted grant 2000 Domestic and Foreign Missionary Society of the Pro 815 SECOND AVENUE New York NY 10017 NONE PC Unrestricted Grant 1750 Keystone Community Church Inc 21010 State Rd 54 Lutz FL 33558 NONE PC UNRESTRICTED GRANT 5000 Caridad Center Inc 8645 Boynton Beach Blvd Boynton Beach FL 33472 NONE PC UNRESTRICTED GRANT 5000 CHRISTIAN LEAGUE FOR THE HANDICAPPED INC PO BOX 948 WALWORTH WI 53184 NONE PC UNRESTRICTED GRANT 10000 The Hospital for Special Surgery Fund Inc 535 EAST 70TH STREET New York NY 10021 NONE PC UNRESTRICTED GRANT 10000 TRACY HANSON INITIATIVE PO BOX 2052 Holland MI 49424 NONE PC UNRESTRICTED GRANT 5000 Red Glasses Movement 171 Monroe Ave NW Grand Rapids MI 49503 NONE PC UNRESTRICTED GRANT 2000 The Salvation Army Hawaiian and Pacific Islands 2950 Manoa Rd Honolulu HI 96822 NONE PC UNRESTRICTED GRANT 5000 Benjamin A Thomas Inc II 5248 Deerhurst Crescent Circle Boca Raton FL 33436 NONE PC UNRESTRICTED GRANT 5000 639262 14 2211 14 101805 18 270945 TAX REFUND 18 7106 OTHER INCOME 14 22 382089 382089 false false false false false false false false false false No FL requirement FIDELITY - BOND FUNDS 410060 415014 FIDELITY - STOCKS 1065074 1105405 CHARLES SCHWAB 580460 925375 LTQ, LLC 815753 530013 938283 LTQ, LLC 9898 9898 ADR FEES 70 70 WIRE FEE 25 25 CHARLES SCHWAB DEPOSIT 22 22 2022 OVERPAYMENT APPLIED 7106 INVESTMENT MGMT FEES - IFO 7229 3615 INVESTMENT MGMT FEES - SCHWAB 11722 11722 FOREIGN TAX PAID 1315 1315 2022 OVERPAYMENT APPLIED 7106