PAUL & KAREN CHAPLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PAUL & KAREN CHAPLIN FAMILY FOUNDATION INC (EIN 65-0732508)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-20
- IRS object ID
- 202621409349100817
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-20T11:02:07-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN FAMILY INVESTMENTS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 NW 163 STREET | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650732508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL & KAREN CHAPLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC F/K/A CHAPLIN FAMILY FOUNDATION IN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SOUTHERN FAMILY INVESTMENTS | InCareOfNm |
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 3055212110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JESSICA BODIE 1600 NW 163RD ST | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL CHAPLIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3056254171 | PhoneNum |
| Signature | 2026-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA BODIE | PreparerPersonNm |
| PTIN | P00861606 | PTIN |
| Phone | 3055212110 | PhoneNum |
| Preparation | 2026-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $689,229 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,882 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $5,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,882 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,124 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,124 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,303 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,882 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,919 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,472 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,472 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $284,628 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $289,196 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $683,332 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,394 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,425 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,425 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $317,941 | TotalAssetsBOYAmt |
| Total Assets EOY | $295,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $689,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Tot Net Ast Or Fund Balances BOY | $317,941 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $295,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $317,941 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $295,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $317,941 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,303 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,455 | OtherIncreasesAmt |
| Subtotal | $295,093 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $295,093 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $82 | SubtotalAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,445 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,445 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,363 | OverpaymentAmt |
| Applied To ES Tax | $2,363 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN FAMILY INVESTMENTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3055212110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 NW 163RD ST | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN CHAPLIN | ||||||||
| 1600 NW 163RD STREET | MIAMI | FL | 33169 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MONICA CHAPLIN | ||||||||
| 1600 NW 163RD STREET | MIAMI | FL | 33169 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| PAUL CHAPLIN | ||||||||
| 1600 NW 163RD STREET | MIAMI | FL | 33169 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $631,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $648,436 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $648,436 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $638,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,935 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82 | TotalTaxAmt |
| Distributable Before Adj | $31,853 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,853 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,124 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,124 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $44,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,024 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,208 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $143,645 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,124 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $26,124 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,729 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,729 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,916 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $38,684 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $99,232 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,024 | ExcessFromYear4Amt |
| Excess From Year3 | $50,208 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL B CHAPLIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DUKE UNIVERSITY | |||||||
| 700 W Main Street 110 | DURHAM | NC | 27701 | NONE | PC | SUPPORT CONTRIBUTION | $2,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 Alton Road | MIAMI BEACH | FL | 33140 | NONE | PC | SUPPORT CONTRIBUTION | $3,600 |
| TEMPLE BETH SHOLOM INC | |||||||
| 4144 Chase Avenue | MIAMI BEACH | FL | 33140 | NONE | PC | SUPPORT CONTRIBUTION | $15,466 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD FLOOR 2 | MIAMI | FL | 33137 | NONE | PC | SUPPORT CONTRIBUTION | $1,000 |
| NEW YORK MEDICAL COLLEGE | |||||||
| 40 SUNSHINE COTTAGE RD | VALHALLA | NY | 10595 | NONE | PC | SUPPORT CONTRIBUTION | $100 |
| MIAMI COUNTRY DAY SCHOOL | |||||||
| 601 NE 107TH ST | MIAMI | FL | 33161 | NONE | PC | SUPPORT CONTRIBUTION | $1,000 |
| UNIVERSITY OF MIAMI | |||||||
| 1311 Miller Road | CORAL GABLES | FL | 33146 | NONE | PC | SUPPORT CONTRIBUTION | $100 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 North Michigan Avenue Suite 170 | CHICAGO | IL | 60601 | NONE | PC | SUPPORT CONTRIBUTION | $25 |
| BLUE MISSIONS GROUP | |||||||
| 7350 SW 48TH ST | MIAMI | FL | 33155 | NONE | PC | SUPPORT CONTRIBUTUION | $108 |
| EASTER SEALS SOUTH FLORIDA INC | |||||||
| 1475 NORTHWEST 14TH AVENUE | MIAMI | FL | 33125 | NONE | PC | SUPPORT CONTRIBUTION | $120 |
| EXPEDITION INSPIRATION FUND | |||||||
| PO Box 4993 | BOISE | ID | 83711 | NONE | PC | SUPPORT CONTRIBUTION | $100 |
| JACKSON HEALTH FOUNDATION | |||||||
| 1500 NW 12th Ave Ste 1117 East | MIAMI | FL | 33136 | NONE | PC | SUPPORT CONTRIBUTION | $200 |
| LEHRMAN COMMUNITY DAY SCHOOL | |||||||
| 727 Lehrman Drive | MIAMI BEACH | FL | 33141 | NONE | PC | SUPPORT CONTRIBUTION | $2,055 |
| SHUL OF BAL HARBOUR | |||||||
| 9540 Collins Avenue | SURFSIDE | FL | 33154 | NONE | PC | SUPPORT CONTRIBUTION | $100 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N Rocky Point Drive | TAMPA | FL | 33607 | NONE | PC | SUPPORT CONTRIBUTION | $25 |
| VETERANS OF FOREIGN WARS | |||||||
| 406 West 34th Street | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT CONTRIBUTION | $25 |
| PROJECT NEW BORN INC | |||||||
| 20900 NE 30 AVENUE STE 600 | AVENTURA | FL | 33180 | NONE | PC | SUPPORT CONTRIBUTION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,124 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,882 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SPDR S&P 500 EFT TR (SPY) | FMV | $144,986 | $487,390 |
| CROWDSTRIKE HLDGS INC (CRWD) | FMV | $144,210 | $195,942 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,394 | BOYBookValueAmt |
| EOY Book Value | $1,425 | EOYBookValueAmt |
| EOYFMV | $1,425 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMISSION REFUND | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FAIR MARKET VALUE OVER BOOK VALUE OF | $1,455 |
| DONATED STOCK TO LEHRMAN COMMUNITY | $0 |
| DAY SCHOOL (SEE ATTACHMENT) | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $4,000 | Amt |