2020-07-21T07:54:59-05:00 2019-12-31 Independent Family Office LLC 677 Broadway 7th Floor Albany NY 12207 990PF 2019-01-01 650377446 THE WILLIAM CHINNICK CHARITABLE FOUNDATION % RICHARD SWANEY WILL 6163925191 PO BOX 1168 HOLLAND MI 494221168 WILLIAM C SWANEY PRESIDENT 6163925191 2020-07-20 true Nancy S Dozois P00350239 5184528050 2020-07-20 67.252.11.149 14293720202035000000 2020-07-21 P 56B991C7A9C9C80B9D669ED606E83BDEBD92A67D 56B991C7A9C9C80B9D669ED606E83BDEBD92A67D 2019 2021-04-22 16:20:28Z X 4599859 X 0 X 19932 19932 65404 65404 196462 2169750 196462 657 -2 282455 281796 0 27771 19605 5871 976 8348 8323 41990 28904 0 773084 773084 815074 28904 773084 -532619 252892 70683 341348 341348 0 1094489 1095654 3341764 1449121 1883508 67882 352918 423164 863280 573114 856185 4343609 3810990 4599859 0 0 X 4343609 3810990 4343609 3810990 4343609 3810990 4343609 -532619 3810990 3810990 SCHWAB SHORT TERM CAPITAL GAINS - SEE ATTACHED P 216670 202354 14316 14316 SCHWAB LONG TERM CAPITAL GAINS - SEE ATTACHED P 491355 382374 108981 108981 FIDELITY LONG TERM CAPITAL GAINS - SEE ATTACHED P 1461895 1388560 73335 73335 196462 false 1049724 5261209 0.199521 1298681 6077388 0.213691 843523 6473048 0.130313 833292 7267734 0.114656 901814 5908724 0.152624 0.810805 0.162161 4606204 746947 2529 749476 773084 X 2529 2529 2529 3395 3395 7 859 859 false false false false false false false true true FL false false false false false true RICHARD SWANEY 6163925191 PO BOX 1168 HOLLAND MI 494221168 false false false false false false false false false false false false false false false false false false false false false WILLIAM C SWANEY PO BOX 1168 HOLLAND MI 494221168 PRESIDENT/TREASURER 1.0 0 0 0 MICHELLE S BOEVE PO BOX 1168 HOLLAND MI 494221168 VICE PRESIDENT 1.0 0 0 0 RICHARD G SWANEY PO BOX 1168 HOLLAND MI 494221168 SECRETARY 1.0 0 0 0 NANCY C SWANEY PO BOX 1168 HOLLAND MI 494221168 DIRECTOR 1.0 0 0 0 3358254 451174 866921 4676349 0 4676349 70145 4606204 230310 230310 2529 2529 227781 227781 227781 773084 0 0 0 0 773084 2529 770555 227781 2017 2016 2015 676740 473069 526139 996416 793132 3465496 773084 227781 545303 4010799 0 676740 3334059 473069 526139 996416 793132 545303 WILLIAM C SWANEY NONE X COMMUNITY CHILD CARE CENTER OF DELRAY BEACH FOUNDA 555 NORTHWEST 4TH STREET DELRAY BEACH FL 33444 NONE PC UNRESTRICTED GRANT 100600 BETHESDA HOSPITAL FOUNDATION INC 2815 S SEACREST BLVD BOYNTON BEACH FL 33435 NONE PC UNRESTRICTED GRANT 10000 PRESBYTERY OF LAKE MICHIGAN FOUNDATION 1511 HELEN AVENUE PORTAGE MI 49002 NONE PC UNRESTRICTED GRANT 5000 COUNTRY CLUB OF FLORIDA SCHOLARSHIP FOUNDATION 4600 N OCEAN BLVD NO 206 BOYNTON BEACH FL 33435 NONE PC UNRESTRICTED GRANT 5900 CRC RECOVERY FOUNDATION INC 309 NE FIRST STREET DELRAY BEACH FL 33483 NONE PC UNRESTRICTED GRANT 5000 THE EPISCOPAL DIOCESE OF SOUTHEAST FLORIDA 525 NE 15TH STREET MIAMI FL 331321411 NONE PC UNRESTRICTED GRANT 5000 WESTERN GOLF ASSOCIATION 1 BRIAR ROAD GOLF IL 60029 NONE PC UNRESTRICTED GRANT 1000 LAKE MICHIGAN JUNIOR GOLF ASSOCIATION INC 3450 36TH STREET GRAND RAPIDS MI 49512 NONE PC UNRESTRICTED GRANT 15000 FOLDS OF HONOR FOUNDATION 501 S SWEETWATER COVE BLVD LONGWOOD FL 32779 NONE PC UNRESTRICTED GRANT 1000 GRACE EPISCOPAL CHURCH 555 MICHIGAN AVENUE HOLLAND MI 49423 NONE PC UNRESTRICTED GRANT 46840 KANUGA CONFERENCES INCORPORATED PO BOX 250 HENDERSONVILLE NC 28793 NONE PC UNRESTRICTED GRANT 3000 Nicklaus Childrens Health Care Foundation Inc 11770 US Highway One No 308 North Palm Beach FL 33408 none PC UNRESTRICTED GRANT 1000 Saint Joseph's Episcopal School Inc 3300 South Seacrest Blvd Boynton Beach FL 33435 NONE PC UNRESTRICTED GRANT 419054 St Lukes Wood River Foundation Inc PO Box 7005 Ketchum ID 83340 NONE PC UNRESTRICTED GRANT 3000 Saint Thomas Episcopal Church PO Box 1240 Ketchum ID 83340 NONE PC UNRESTRICTED GRANT 21840 SIGMA CHI FOUNDATION 1714 Hinman Avenue Evanston IL 60201 NONE PC UNRESTRICTED GRANT 2500 Silver Creek Alliance PO Box 688 Picabo ID 83348 NONE PC UNRESTRICTED GRANT 10000 Sun Valley Summer Symphony Inc PO Box 1914 Sun Valley ID 83353 NONE PC UNRESTRICTED GRANT 5000 The Tracy Hanson Initiative 451 Pine Wood Ct Holland MI 49424 NONE PC UNRESTRICTED GRANT 6250 UNIVERSITY OF MICHIGAN 500 S State Street ANN ARBOR MI 48109 NONE PC UNRESTRICTED GRANT 100000 Wood River Womens Foundation PO Box 3686 Ketchum ID 83340 NONE PC UNRESTRICTED GRANT 6100 773084 14 19932 14 65404 18 196462 TAX REFUND 18 659 OTHER INCOME 18 -2 282455 282455 false false false false false false false false false false Form 990-PF not required to be filed with the Florida Attorney General. FIDELITY - BOND FUNDS 352918 423164 FIDELITY - STOCKS 681167 794284 CHARLES SCHWAB 767954 1089224 1094489 1095654 LTQ, LLC 863280 573114 856185 LTQ, LLC 8226 8226 WIRE FEE 25 ADR FEES 97 97 LTQ, LLC -2 -2 2018 ADJ. OVERPAYMENT APPLIED 659 INVESTMENT MGMT FEES - IFO 16333 8167 INVESTMENT MGMT FEES - SCHWAB 11438 11438 FOREIGN TAX PAID 976 976 2018 ADJ. OVERPAYMENT APPLIED 659 2018 EXTENSION PAYMENT 1500 2019 ESTIMATED PAYMENT 2736