2025-11-13T14:55:42-06:00 2024-12-31 Independent Family Office LLC 677 Broadway 7th Floor Albany NY 12207 990PF 2024-01-01 476693100 Michael E Porter Family Foundation % INDEPENDENT FAMILY OFFICE L MICH 5183011679 PO Box 10879 Albany NY 12201 SONIA T SMYTH TRUSTEE 6178510842 2025-11-15 true true JAYNE M MILLER P01740454 5184528050 2025-11-15 2024 2025-03-06 01:10:19Z X 17791437 X 2983578 560506 560506 460489 5257546 2804405 160752 6941 4165325 3371852 0 26622 26622 207199 4597 111979 97500 345800 128719 0 350760 350760 696560 128719 350760 3468765 3243133 0 161096 287768 287768 1941592 2184956 2212550 9284428 10688880 12610090 873681 2567958 2681029 12260797 15729562 17791437 0 0 X 12260797 15729562 12260797 15729562 12260797 15729562 12260797 3468765 15729562 15729562 PUBLICLY TRADED SECURITIES P 5265029 2460624 2804405 2804405 2804405 45080 45080 45080 50087 0 50087 5007 5007 false false false false false false false true true 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 Sonia T Smyth c/o Independent Family Office LLC PO Box 10879 Albany NY 12201 Trustee 1.0 0 0 0 Ilana Z Porter c/o Independent Family Office LLC PO Box 10879 Albany NY 12201 Trustee 1.0 0 0 0 INDEPENDENT FAMILY OFFICE LLC 677 BROADWAY 7TH FLOOR ALBANY NY 12207 FINANCIAL SERVICES 57915 15398824 138233 1781588 17318645 0 17318645 259780 17058865 852943 852943 45080 45080 807863 807863 807863 350760 0 0 0 0 350760 807863 0 2022 2021 2020 0 31825 31825 350760 0 350760 0 31825 31825 0 0 0 425278 X INTERNATIONAL CONSORTIUM FOR HEALTH OUTCOMES MEASU 399 BOYLSTON STREET 6TH FLOOR BOSTON MA 02116 NONE PC General Charitable Needs 100000 INITIATIVE FOR A COMPETITIVE INNER CITY INC PO BOX 191297 Roxbury MA 02119 NONE PC General Charitable Needs 150628 BOSTON BOOK FESTIVAL 10 GUEST STREET SUITE 220 BOSTON MA 02135 NONE PC General Charitable Needs 100132 350760 14 560506 18 460489 UNREALIZED GAIN ON GRANTS PAID 18 128724 OTHER PORTFOLIO INCOME 14 6941 OTHER INCOME 14 25087 1181747 1181747 false false false false false false false false false false X X 1 MICHAEL E PORTER TRUST PO BOX 10879 ALBANY NY 12201 2983578 X X 1 17,400 SHARES OF PTC 2983578 2024-01-16 INDEPENDENT FAMILY OFFICE LLC INVESTMENT MANAGEMENT AND TAX PREP FIDELITY #1360 10688880 12610090 2184956 2212550 OTHER INVESTMENTS FMV 2567958 2681029 INV MGMT & TAX PREP 57915 43436 PORTFOLIO EXPENSES 54064 54064 OTHER PORTFOLIO INCOME 6941 6941 UNREALIZED GAIN ON STOCK DONATIONS 128724 2023 OVERPAYMENT APPLIED 25087 FEDERAL TAXES 176980 FOREIGN TAXES 4597 4597 STATE TAXES 535 2023 OVERPAYMENT APPLIED 25087