2024-11-14T15:58:41-06:00 2023-12-31 Independent Family Office LLC 677 Broadway 7th Floor Albany NY 12207 990PF 2023-01-01 136223609 THE WEILL FAMILY FOUNDATION % INDEPENDENT FAMILY OFFICE L WEIL 5183011679 PO BOX 10879 Albany NY 12201 VIJU RAJAN DIRECTOR 5183011679 2024-11-15 true true Jayne M Miller P01740454 5184528050 2024-11-15 2023 2024-10-15 13:58:12Z X 373297907 X 0 X 7514591 7514591 3427055 3427055 -6225326 195691482 0 101532 6867 4817852 10948513 0 1025 0 0 0 96000 0 0 96000 280000 60000 220000 80650 80650 277059 10494 19438 19438 502083 501838 1256255 652982 0 335438 19620000 19620000 20876255 652982 0 19955438 -16058403 10295531 496443 5 5 84557062 30774251 30774251 150791966 221804223 224427793 111326096 87400825 89920106 28373831 19507691 28175752 375545398 359486995 373297907 0 0 X 375545398 359486995 375545398 359486995 375545398 359486995 375545398 -16058403 359486995 359486995 CAPITAL GAINS - SEE EFILE ATTACHMENT P 195691482 199746912 -4055430 -4055430 -4055430 143108 143108 143108 174665 0 175000 349665 206557 206557 false false false false false false false true true CA NY true false false false false true N/A INDEPENDENT FAMILY OFFICE LLC 5183011679 677 BROADWAY 7TH FLOOR Albany NY 12207 false false false false false false false false false false false false false false false false false false false false false SANFORD WEILL PO BOX 10879 Albany NY 12201 CHAIRMAN, TREAS, DIR 5.0 0 0 0 JOAN WEILL PO BOX 10879 Albany NY 12201 PRESIDENT, DIRECTOR 5.0 0 0 0 MICHAEL MASIN PO BOX 10879 Albany NY 12201 SECRETARY, DIRECTOR 1.0 0 0 0 JESSICA BIBLIOWICZ PO BOX 10879 Albany NY 12201 DIRECTOR 1.0 0 0 0 ARTHUR MAHON PO BOX 10879 Albany NY 12201 ASST SEC, ASST TREAS, DIRECTOR 1.0 0 0 0 TOMMY BIBLIOWICZ PO BOX 10879 Albany NY 12201 Director 1.0 0 0 0 DAVID BIBLIOWICZ PO BOX 10879 Albany NY 12201 Director 1.0 0 0 0 MICHAEL FREEDMAN PO BOX 10879 Albany NY 12201 CHIEF INVESTMENT OFFICER, DIR 1.0 0 0 0 MARC WEILL PO BOX 10879 Albany NY 12201 DIRECTOR 1.0 0 0 0 VIJU RAJAN PO BOX 10879 Albany NY 12201 DIRECTOR, AUDIT COMMITTEE 8.0 0 0 120000 INDEPENDENT FAMILY OFFICE LLC PO Box 10879 ALBANY NY 12201 FOUNDATION ADMIN 120000 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE 17TH FLOOR NEW YORK NY 10022 0 203907 MARK SCHLISSEL 105 NORTH UNIVERSITY AVE ANN ARBOR MI 48109 CHARITABLE ADVISORY 220000 302227706 39449354 35743502 377420562 0 377420562 5661308 371759254 18587963 18587963 143108 143108 18444855 18444855 18444855 19955438 0 0 0 0 19955438 18444855 19347370 2021 2020 2019 0 0 0 19955438 19347370 608068 0 0 0 0 0 0 17836787 0 0 SANFORD I WEILL JOAN H WEILL X THE CARNEGIE HALL CORPORATION 881 SEVENTH AVENUE NEW YORK NY 10019 NONE PC GENERAL CHARITABLE NEEDS 100000 LANG LANG INTERNATIONAL MUSIC FOUNDATION INC 561 W 7TH AVENUE ROOM 701 NEW YORK NY 10018 NONE PC GENERAL CHARITABLE NEEDS 50000 COUNCIL ON FOREIGN RELATIONS 58 EAST 68TH STREET NEW YORK NY 10065 NONE PC GENERAL CHARITABLE NEEDS 25000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 401 BERKELEY CA 947041058 NONE PC SATISFACTION OF PLEDGE 5000000 UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION UCSF BOX 0248 SAN FRANCISCO CA 94143 NONE PC Satisfaction of Pledge 11000000 SONOMA VALLEY HOSPTIAL FOUNDATION 347 ANDRIEUX STREET SONOMA CA 95476 NONE PC GENERAL CHARITABLE NEEDS 100000 AMERICAN FRIENDS OF THE RAMBAM MEDICAL CENTER 442 5TH AVE 1353 NEW YORK NY 10018 NONE PC GENERAL CHARITABLE NEEDS 10000 NAF 218 WEST 40TH STREET 5TH FLOOR NEW YORK NY 10018 NONE PC Satisfaction of Pledge 3200000 ALVIN AILEY DANCE FOUNDATION INC 405 WEST 55TH STREET NEW YORK NY 10019 NONE PC GENERAL CHARITABLE NEEDS 125000 ANNIECANNONS INC 1423 BROADWAY 1144 OAKLAND CA 94612 NONE PC GENERAL CHARITABLE PURPOSES 10000 19620000 14 7514591 14 3427055 15 18 -6225326 OTHER INCOME 14 101532 4817852 4817852 false false false false false false false false false false TAX PREP & GRANT ADMIN 60000 60000 AUDIT FEES 36000 36000 INDEPENDENT FAMILY OFFICE LLC PROVIDE TAX, REPORTING, AND ADMINISTRATION SERVICES EAGLE CAPITAL MANAGEMENT PROVIDE INVESTMENT MANAGEMENT MARK SCHLISSEL PROVIDE CHARITABLE ADVICE MORGAN STANLEY #9887 2548402 1678000 CITI PRIVATE BANK #7768 22606657 30664895 GOLDMAN SACHS #4729 36441363 34922785 MERRILL LYNCH #2608 11172368 11497400 CHARLES SCHWAB #7414 1668519 839000 CITI PRIVATE BANK #6768 2849525 1885000 HAMILTON INSURANCE GROUP LTD 10113991 8433026 221804223 224427793 LEGAL FEES 1025 0 OTHER INVESTMENTS 28373831 19507691 28175752 CANYON LAUREL INVESTMENT FUND 5056 5056 EUROPE ENTERPRISE II ONSHORE 8791 8791 VEPF VIII-A, LP 32420 32420 PARTNER INVESTMENTS 6200 6200 PRADO ALPHA FUND, LP 185491 185414 RRE VENTURES IV, LP 2986 2986 RRE VENTURES V, LP 31250 31250 STERLING AMERICAN PROPERTY 6940 6940 CITI EAGLE - 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