2024-11-05T08:12:49-06:00 2023-12-31 FAMILY OFFICE PARTNERS INC 625 CLINTON SQUARE ROCHESTER NY 14604 990PF 2023-01-01 134009608 THE LUCELIA FOUNDATION INC % FAMILY OFFICE PARTNERS INC LUCE 5853258075 625 CLINTON SQUARE ROCHESTER NY 14604 ELIZABETH G MILLER PRESIDENT 5853258075 2024-10-28 true true ROBERT F MCGRAW CPA P00749799 5853258075 2024-10-21 2023 2024-10-15 13:58:12Z X 5683272 X 0 X 10770 10770 93463 93463 114117 466744 114117 218350 218350 0 28303 28303 306 306 28609 28609 0 810321 810321 838930 28609 810321 -620580 189741 210361 75778 75778 39734 43420 43420 491441 0 0 4572547 5564074 5564074 5314083 5683272 5683272 0 0 X 5314083 5683272 5314083 5683272 5314083 5683272 5314083 -620580 989769 5683272 5683272 CAPITAL GAIN DIVIDENDS P 114117 114117 2637 2637 2637 3879 0 5000 8879 6242 6242 false false false false false false false true true NY true false false false false true N/A FAMILY OFFICE PARTNERS INC 5853258075 625 CLINTON SQUARE ROCHESTER NY 14604 false false false false false false false false false false false false false false false false false false X false false false false ELIZABETH G MILLER 625 CLINTON SQUARE ROCHESTER NY 14604 DIR, PRES 0 0 0 0 RICHARD A MILLER 625 CLINTON SQUARE ROCHESTER NY 14604 TREASURER 0 0 0 0 NONE 5124949 450969 0 5575918 0 5575918 83639 5492279 274614 274614 2637 2637 271977 271977 271977 810321 0 0 0 0 810321 271977 0 2021 2020 2019 0 101335 65865 270856 220095 54516 712667 810321 0 271977 538344 1251011 0 0 0 0 101335 1149676 65865 270856 220095 54516 538344 ELIZABETH G MILLER NA X SEE ATTACHED STMT SEE STATEMENT 8 NEW YORK NY 10128 SEE ATTACHED STATEMENT 8 810321 810321 14 10770 14 93463 18 114117 218350 218350 false false false false false false false false false false JP MORGAN MANAGED EQUITIES 3426728 3426728 PIRATES COVE PARTNERS LLC 19 19 PARAMETRIC DEFENSIVE EQUITY 1401780 1401780 ISHARES R1000 GROWTH 378793 378793 ISHARES S&P 100 INDEX 356754 356754 0 0 UNREALIZED GAIN ON INVESTMENTS 989769 BANK FEES 28303 28303 FOREIGN TAXES 306 306 EXCISE TAX