2023-11-15T10:52:58-06:00 2022-12-31 Independent Family Office LLC 677 Broadway 7th Floor Albany NY 12207 990PF 2022-01-01 136223609 THE WEILL FAMILY FOUNDATION % INDEPENDENT FAMILY OFFICE L WEIL 5183011679 PO BOX 10879 Albany NY 12201 VIJU RAJAN DIRECTOR 5183011679 2023-11-15 true VIJU RAJAN XXX-XX-XXXX Viju P Rajan P01063393 5184528050 2023-11-15 2 2022 2023-04-26 12:10:37Z X 360381619 X 0 X 674819 674819 3553645 3553645 3996085 72014832 6541083 110524 47109 8335073 10816656 0 50000 0 0 50000 56959 56959 11838 11838 206409 3743 330 402807 402391 113 728343 474931 0 50113 18100000 18100000 18828343 474931 0 18150113 -10493270 10341725 326560 496443 496443 219800072 84557062 84557062 0 150791966 150970663 130682914 111326096 88711023 35229122 28373831 35646428 386038668 375545398 360381619 0 0 X 386038668 375545398 386038668 375545398 386038668 375545398 386038668 -10493270 375545398 375545398 LONG-TERM COVERED(SEE ATTACHED) 51428209 47025018 4403191 4403191 SHORT-TERM COVERED (SEE ATTACHED) 12371938 12209413 162525 162525 LONG-TERM NON-COVERED 8214685 6239318 1975367 1975367 6541083 143750 143750 143750 148415 0 90000 238415 94665 94665 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 true 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 106959 INDEPENDENT FAMILY OFFICE LLC PO Box 10879 ALBANY NY 12201 FOUNDATION ADMIN 106959 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE 17TH FLOOR NEW YORK NY 10022 0 197120 174902779 175468501 47967946 398339226 0 398339226 5975088 392364138 19618207 19618207 143750 143750 19474457 19474457 19474457 18150113 0 0 0 0 18150113 19474457 18023026 2020 2019 2018 0 0 0 18150113 18023026 127087 0 0 0 0 0 0 19347370 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 10000 REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET SUITE 8000 ANN ARBOR MI 481091287 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 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MONTGOMERY STREET 5TH FLOOR UCSF BOX 0248 SAN FRANCISCO CA 94143 NONE PC GENERAL CHARITABLE NEEDS 1000000 HEBREW HOME FOR THE AGED 5901 PALISADE AVENUE RIVERDALE NY 10471 NONE PC SATISFACTION OF PLEDGE 500000 CITYMEALS ON WHEELS 355 LEXINGTON AVENUE NEW YORK NY 10017 NONE PC SATISFACTION OF PLEDGE 240000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVENUE NW 7TH FL WASHINGTON DC 20001 NONE PC GENERAL CHARITABLE NEEDS 10000 18100000 14 674819 14 3553645 15 18 3996085 OTHER INCOME 14 110524 8335073 8335073 false false false false false false false false false false TAX PREP & GRANT ADMIN 50000 50000 INDEPENDENT FAMILY OFFICE LLC PROVIDE TAX, REPORTING, AND ADMINISTRATION SERVICES EAGLE CAPITAL MANAGEMENT PROVIDE INVESTMENT MANAGEMENT MORGAN STANLEY #9887 3330371 2070331 CITI PRIVATE BANK #7768 24612839 22609647 GOLDMAN SACHS #4729 46559583 35828774 MERRILL LYNCH #2608 20923953 17392350 CHARLES SCHWAB #7414 9434194 5146171 CITI PRIVATE BANK #6768 6465156 5663750 150791966 150970663 CANYON 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EUROPE ENTERPRISE II ONSHORE, LP -30 -30 RRE VENTURES IV, LP 21698 21698 RRE VENTURES V, LP 11007 11007 PRADO ALPHA FUND, LP 0 0 US TREASURY - 2021 TAX REFUND APPLIED 63415 0 VEPF VIII-A, LP 14434 14434 FINANCIAL REPORTING 56959 56959 OVERPAYMENT APPLIED FROM 2021 63415 0 990-PF 2022 ESTIMATED PAYMENTS 85000 0 990-PF 2021 EXTENSION PAYMENT 50000 0 CITI EAGLE FOREIGN TAX PAID 3743 3743 STATE FILING FEES 4066 0 FORM 8802 FEE 185 0