2025-11-13T08:24:07-06:00 2024-12-31 Independent Family Office LLC 677 Broadway 7th Floor Albany NY 12207 990PF 2024-01-01 650377446 THE WILLIAM CHINNICK CHARITABLE FOUNDATION % INDEPENDENT FAMILY OFFICE L WILL 5183011679 PO BOX 10879 ALBANY NY 12201 WILLIAM SWANEY PRESIDENT 5613798322 2025-11-15 true true Jayne M Miller P01740454 5184528050 2025-11-15 2024 2025-03-06 01:10:19Z X X 3384702 X 0 X 1407 1407 113234 113234 195336 978772 195336 3728 1464 313705 311441 0 25425 17432 6619 855 8888 8857 40932 27144 0 416698 416698 457630 27144 416698 -143925 284297 0 89938 81773 81773 0 23025 23025 23976 24938 1645534 1450079 1840523 410060 450060 457709 530013 502707 956734 2675545 2531620 3384702 0 0 X 2675545 2531620 2675545 2531620 2675545 2531620 2675545 -143925 2531620 2531620 FIDELITY #7130 ST P 89247 90004 -119 -757 FIDELITY #7130 LT P 398043 370028 28015 28015 SCHWAB ST P 155778 154004 1774 1774 SCHWAB LT P 272504 170038 102466 102466 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 CAPITAL GAIN DIVIDENDS P 19 195336 3952 3952 3952 5764 0 5764 1812 1812 false false false false false false false true true FL false false false false false true INDEPENDENT FAMILY OFFICE LLC 5183011679 677 BROADWAY 7TH FLOOR ALBANY NY 12207 false false false true false false false true false false false false false false false false false false false false false false WILLIAM C SWANEY PO BOX 10879 ALBANY NY 12201 PRESIDENT/TREASURER 1.0 0 0 0 MICHELLE S BOEVE PO BOX 10879 ALBANY NY 12201 VICE PRESIDENT, DIRECTOR 1.0 0 0 0 NANCY C SWANEY PO BOX 10879 ALBANY NY 12201 DIRECTOR 1.0 0 0 0 2442500 60894 956850 3460244 0 3460244 51904 3408340 170417 170417 3952 3952 166465 166465 166465 416698 0 0 0 0 416698 166465 0 2022 2021 2020 0 545303 378460 288687 284428 468805 1965683 416698 0 166465 250233 2215916 0 0 0 0 545303 1670613 378460 288687 284428 468805 250233 WILLIAM C SWANEY NONE X BAPTIST HEALTH OF SOUTH FLORIDA INC 6855 RED ROAD CORAL GABLES FL 33143 NONE PC UNRESTRICTED GRANT 5000 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 36000 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 65000 Hospice and Palliative Care of the Wood River Vall PO Box 4320 Ketchum ID 83340 NONE PC Unrestricted Grant 2000 Trustbridge Foundation Inc 5300 East Avenue West Palm Beach FL 33407 NONE PC Unrestricted grant 2000 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 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 2000 Blaine County Seniors Council Inc 721 S 3rd Ave PO Box 28 Hailey ID 83333 NONE PC UNRESTRICTED GRANT 5000 Harderwyk Ministries 1627 West Lakewood Blvd Holland MI 49424 NONE PC UNRESTRICTED GRANT 10000 Nicklaus Childrens Health Care Foundation Inc 11780 US Highway One N 105 North Palm Beach FL 33408 NONE PC UNRESTRICTED GRANT 5000 St Paul's Episcopal Church 188 South Swinton Ave Delray Beach FL 33444 NONE PC UNRESTRICTED GRANT 20000 Wood River Community Young Mens Christian Associat Post Box Office 6801 101 Saddle Road Ketchum ID 83340 NONE PC UNRESTRICTED GRANT 10000 CHRISTIAN LEAGUE FOR THE HANDICAPPED INC PO BOX 948 WALWORTH WI 53184 NONE PC UNRESTRICTED GRANT 10000 TRACY HANSON INITIATIVE PO BOX 2052 Holland MI 49422 NONE PC UNRESTRICTED GRANT 5000 Benjamin A Thomas Inc II 5248 Deerhurst Crescent Circle Boca Raton FL 33436 NONE PC UNRESTRICTED GRANT 141198 Camp Blodgetts Babies Welfare Guild 3661 7 Mile Rd NW Grand Rapids MI 49544 NONE PC UNRESTRICTED GRANT 5000 Country Club of Florida Scholarship Foundtion Inc Co HHK 4600 N Ocean Blvd Apt 206 Boynton Beach FL 33435 NONE PC UNRESTRICTED GRANT 3000 Golf Association of Michigan Foundation Inc 39255 Country Club Drive Suite B40 Farmington Hills MI 48331 NONE PC UNRESTRICTED GRANT 5000 Crc Recovery Foundation Inc 455NE 5th Avenue D349 Delray Beach FL 33483 NONE PC UNRESTRICTED GRANT 10000 416698 14 1407 14 113234 18 195336 TAX REFUND 18 2264 OTHER INCOME 14 1464 313705 313705 false false false false false false false false false false No FL requirement FIDELITY - BOND FUNDS 450060 457709 FIDELITY - STOCKS 903884 935354 CHARLES SCHWAB 546195 905169 23976 24938 LTQ, LLC 530013 502707 956734 LTQ, LLC 8748 8748 ADR FEES 109 109 WIRE FEE 25 CHECK BOOK FEE 6 CHARLES SCHWAB DEPOSIT 20 20 OVERPAYMENT APPLIED 2264 FIDELITY PAYMENTS IN LIEU OF DIVIDENDS 1392 1392 LTQ OTHER MISCELLANEOUS INCOME 52 52 INVESTMENT MGMT FEES - IFO 15987 7994 INVESTMENT MGMT FEES - SCHWAB 9438 9438 WILLIAM C SWANEY 23025 23025 FOREIGN TAX PAID 855 855 OVERPAYMENT APPLIED 2264 ESTIMATED TAX PAYMENTS 3500