2023-10-31T15:28:15-05:00 2022-12-31 Independent Family Office LLC 677 Broadway 7th Floor Albany NY 12207 990PF 2022-01-01 650377446 THE WILLIAM CHINNICK CHARITABLE FOUNDATION % WILLIAM SWANEY WILL 5613798322 One Peacock Lane Village of Golf FL 33436 WILLIAM SWANEY PRESIDENT 5613798322 2023-10-15 true WILLIAM SWANEY XXX-XX-XXXX KRISTOPHER G GRIMMER P00350239 5184528050 3 2022 2023-04-26 12:10:37Z X 3746044 X 0 X 1149 1149 88201 88201 229216 1319765 229216 5893 324459 318566 0 28887 22051 18150 12260 12020 12020 59057 46331 0 484600 484600 543657 46331 484600 -219198 272235 92013 124614 124614 499930 0 0 1687156 1926968 2280407 174900 102758 105430 735282 815753 1235593 3189281 2970093 3746044 0 0 X 3189281 2970083 3189281 2970083 3189281 2970083 3189281 -219198 2970083 2970083 SCHWAB SHORT TERM CAPITAL GAIN - SEE ATTACHED P 212118 245640 -33522 -33522 SCHWAB LONG TERM CAPITAL GAIN - SEE ATTACHED P 305956 213673 92283 92283 FIDELITY SHORT TERM CAPITAL GAIN - SEE ATTACHED P 2022-07-26 2022-11-07 100000 100000 FIDELITY LONG TERM CAPITAL GAIN - SEE ATTACHED P 632009 531236 100773 100773 SCHWAB LONG NET 1231 GAIN P 10 0 10 10 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 229216 3784 3784 3784 10890 0 10890 7106 7106 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 0 0 0 0 MICHELLE S BOEVE One Peacock Lane Village of Golf FL 33436 VICE PRESIDENT 0 0 0 0 RICHARD G SWANEY One Peacock Lane Village of Golf FL 33436 SECRETARY 0 0 0 0 NANCY C SWANEY One Peacock Lane Village of Golf FL 33436 DIRECTOR 0 0 0 0 2729087 201403 1210746 4141236 0 4141236 62119 4079117 203956 203956 3784 3784 200172 200172 200172 484600 0 0 0 0 484600 200172 0 2020 2019 2018 0 996416 793132 545303 378460 288687 3001998 484600 0 200172 284428 3286426 0 0 0 0 996416 2290010 793132 545303 378460 288687 284428 WILLIAM C SWANEY NONE X BAPTIST HEALTH OF SOUTH FLORIDA INC 2815 S Seacrest Blvd Boynton Beach FL 33435 NONE PC UNRESTRICTED GRANT 5000 CRC RECOVERY FOUNDATION INC 455 NE 5th Avenue Suite D349 DELRAY BEACH FL 33483 NONE PC UNRESTRICTED GRANT 5000 Saint Joseph's Episcopal School Inc 3300B South Seacrest Blvd Boynton Beach FL 334358661 NONE PC UNRESTRICTED GRANT 195600 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 5000 Sigma Chi Foundation 1714 Hinman Avenue Evanston IL 60201 NONE PC UNRESTRICTED GRANT 2500 Silver Creek Alliance Inc PO Box 2981 Hailey ID 83333 NONE PC UNRESTRICTED GRANT 5000 Regents Of The University Of Michigan 3003 South State Street Suite 8000 ANN ARBOR MI 481091288 NONE PC UNRESTRICTED GRANT 100000 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 9000 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 100000 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 Mission Fund (Mark Kolk) 1627 West Lakewood Blvd Holland MI 49424 NONE UNRESTRICTED GRANT 1000 Hillsdale College 33 East College Street Hillsdale MI 49242 NONE UNRESTRICTED GRANT 10000 Lupus Foundation of America Inc 2121 K Street NW Suite 200 Washington DC 20037 NONE UNRESTRICTED GRANT 1000 Nicklaus Childrens Health Care Foundation Inc 11770 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 2000 Saint Gregory's Episcopal Church 100 NE Minzer Blvd PO Box 1503 Boca Raton FL 33429 NONE UNRESTRICTED GRANT 3000 The Tracy Hanson Initiative PO Box 2052 Holland MI 49422 NONE UNRESTRICTED GRANT 5000 Wood River Community Young Mens Christian Associat Post Box Office 6801 101 Saddle Road Ketchum ID 83340 NONE UNRESTRICTED GRANT 10000 484600 14 1149 14 88201 18 229216 TAX REFUND 18 5890 OTHER INCOME 18 3 324459 324459 false false false false false false false false false false FIDELITY - BOND FUNDS 102758 105430 FIDELITY - STOCKS 891065 957535 CHARLES SCHWAB 1035903 1322872 0 0 LTQ, LLC 735282 815753 1235593 LTQ, LLC 11818 11818 ADR FEES 202 202 LTQ, LLC 3 2021 OVERPAYMENT APPLIED 5890 INVESTMENT MGMT FEES - IFO 13671 6835 INVESTMENT MGMT FEES - SCHWAB 15216 15216 FOREIGN TAX PAID 2260 2260 2020 OVERPAYMENT APPLIED 5890 TAX PAYMENTS 10000 10000