WAYNE & ARLENE CHAPLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE & ARLENE CHAPLIN FAMILY FOUNDATION INC (EIN 46-0547104)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-20
- IRS object ID
- 202631409349100913
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-20T11:02:08-04:00 | 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 | 460547104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE & ARLENE CHAPLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SOUTHERN GLAZER'S WINE & SPIRITS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SOUTHERN FAMILY INVESTMENTS | InCareOfNm |
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 3056254171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 NW 163RD STREET | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE CHAPLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3056254171 | PhoneNum |
| Signature | 2026-05-13 | 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 | 2026-05-13 | 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 | $4,802,946 | 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 | $1,473,344 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $213 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $213 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,518 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $1,477,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,731 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,495 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $444,056 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,033,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,731 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $604,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,434 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,273,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,438,512 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $604,757 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,637,776 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,802,946 | 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 | $604,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,637,776 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $604,757 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,637,776 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $604,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,033,019 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,637,776 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,637,776 | 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 | $52 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52 | SubtotalAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,448 | OverpaymentAmt |
| Applied To ES Tax | $2,448 | 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 STREET | 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 |
|---|---|---|---|---|---|---|---|---|
| WAYNE E CHAPLIN | ||||||||
| 1600 NW 163RD STREET | MIAMI | FL | 33169 | PRESIDENT, SECRETARY, TREAS | 1.0 | $0 | $0 | $0 |
| ARLENE CHAPLIN | ||||||||
| 1600 NW 163RD STREET | MIAMI | FL | 33169 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| STEVEN SCHERMER | ||||||||
| 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 | $184,938 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $584,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $769,147 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $769,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $757,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,881 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,881 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $37,829 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $37,829 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $37,829 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,495 | 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 | $443,495 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,829 | 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 | $700,976 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $595,843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $318,323 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $952,390 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $829,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,397,118 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $37,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $405,666 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,802,784 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $700,976 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,101,808 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $595,843 | ExcessFromYear4Amt |
| Excess From Year3 | $318,323 | ExcessFromYear3Amt |
| Excess From Year2 | $952,390 | ExcessFromYear2Amt |
| Excess From Year1 | $829,586 | ExcessFromYear1Amt |
| Excess From Current Year | $405,666 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WAYNE E CHAPLIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD MIAMI BEACH | |||||||
| 14 FARREY LN | MIAMI BEACH | FL | 33139 | NONE | PC | SUPPORT CONTRIBUTION | $96,600 |
| UNIVERSITY OF MIAMI | |||||||
| 1311 MILLER ROAD | CORAL GABLES | FL | 33146 | NONE | PC | SUPPORT CONTRIBUTION | $5,378 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | NONE | PC | SUPPORT CONTRIBUTION | $52,020 |
| TEMPLE EMANUEL | |||||||
| 1701 WASHINGTON AVENUE | MIAMI BEACH | FL | 33139 | NONE | PC | SUPPORT CONTRIBUTION | $5,200 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD FLOOR 2 | MIAMI | FL | 33137 | NONE | PC | SUPPORT CONTRIBUTION | $65,000 |
| LEHRMAN COMMUNITY DAY SCHOOL | |||||||
| 727 LEHRMAN DRIVE | MIAMI BEACH | FL | 33141 | NONE | PC | SUPPORT CONTRIBUTION | $2,837 |
| PEREZ ART MUSEUM MIAMI | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | PC | SUPPORT CONTRIBUTION | $20,000 |
| MIAMI COUNTRY DAY SCHOOL | |||||||
| 601 NE 107TH ST | MIAMI | FL | 33161 | NONE | PC | SUPPORT CONTRIBUTION | $10,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | PC | SUPPORT CONTRIBUTION | $6,460 |
| BINYAN TORAH INC | |||||||
| 65 DYKSTRAS WAY E | MONSEY | NY | 10952 | NONE | PC | SUPPPORT CONTRIBUTION | $180,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,495 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,518 | 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 | $3,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,731 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| WAYNE E CHAPLIN | |||||||
| 1 | 1600 NW 163RD STREET | MIAMI | FL | 33169 | $1,273,344 | Yes (X) | |
| PAUL B CHAPLIN | |||||||
| 2 | 1600 NW 163RD STREET | MIAMI | FL | 33169 | $100,000 | Yes (X) | |
| TERRY S JOVE | |||||||
| 3 | 1600 NW 163RD STREET | MIAMI | FL | 33169 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (28 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000.000 shs Allstate Corp (ALL) | $208,205 | 2025-12-17 |
| 1 | 500.000 shs AMERICAN EXPRESS CO (AXP) | $189,723 | 2025-12-17 |
| 1 | 2,599.000 shs BANK OF AMERICA CORP (BAC) | $142,984 | 2025-12-17 |
| 1 | 1211.000 shs BRISTOL MYERS SQUIBB CO (BMY) | $65,388 | 2025-12-17 |
| 1 | 1000.000 SHS BLACKSTONE INC (BX) | $154,220 | 2025-12-17 |
| 1 | 72.000 SHS CHARTER COMMUNICATIONS INC (CHTR) | $15,175 | 2025-12-17 |
| 1 | 1705.34 SHS CISCO SYS INC (CSCO) | $131,414 | 2025-12-17 |
| 1 | 644.000 SHS CORTEVA INC (CTVA) | $42,388 | 2025-12-17 |
| 1 | 2983.000 SHS CHEVRON CORP (CVX) | $443,304 | 2025-12-17 |
| 1 | 1500.000 SHS DIAGEO PLC SPON ADR NEW (DEO) | $134,723 | 2025-12-17 |
| 1 | 1168.970 SHS FORTUNE BRANDS INNOVATIONS INC (FBIN) | $60,161 | 2025-12-17 |
| 1 | 466.000 SHS FIGMA INC (FIG) | $17,163 | 2025-12-17 |
| 1 | 1299.000 SHS INTLBUSINESS MACHINES CORP (IBM) | $395,760 | 2025-12-17 |
| 1 | 1000.000 SHS JOHNSON & JOHNSON (JNJ) | $209,990 | 2025-12-17 |
| 1 | 533.000 SHS JPMORGAN CHASE & CO (JPM) | $168,969 | 2025-12-17 |
| 1 | 528.000 SHS KIMBERLY CLARK CORP (KMB) | $54,381 | 2025-12-17 |
| 1 | 1000.000 SHS COCA COLA CO (KO) | $70,615 | 2025-12-17 |
| 1 | 1148.000 SHS MASTERBRAND INC (MBC) | $13,202 | 2025-12-17 |
| 1 | 1000.000 SHS MGM RESORTS INTERNATIONAL (MGM) | $36,350 | 2025-12-17 |
| 1 | 1000.000 SHS ALTRIA GROUP INC (MO) | $59,310 | 2025-12-17 |
| 1 | 1982.000 SHS NUCOR CORPORATION (NUE) | $315,396 | 2025-12-17 |
| 1 | 663.000 SHS PENTAIR PLC (PNR) | $69,320 | 2025-12-17 |
| 1 | 449.000 SHS PHILLIPS 66 COM (PSX) | $59,044 | 2025-12-17 |
| 1 | 7223.000 SHS FIRST EAGLE GLOBAL A (SGENX) | $574,084 | 2025-12-17 |
| 1 | 3222.000 SHS CONSTELLATION BRANDS INC CL A (STZ) | $452,175 | 2025-12-17 |
| 1 | 1382.000 SHS SYSCO CORP (SYY) | $104,334 | 2025-12-17 |
| 1 | 512.000 SHS TRAVELERS COMPANIES INC COM (TRV) | $148,268 | 2025-12-17 |
| 1 | 1219.490 SHS WELLS FARGO & CO NEW (WFC) | $113,291 | 2025-12-17 |
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 (28 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLSTATE CORP (ALL) | FMV | $23,991 | $208,150 |
| ALTRIA GROUP (MO) | FMV | $17,228 | $57,660 |
| AMERICAN EXPRESS CO (AXP) | FMV | $20,887 | $184,975 |
| BANK OF AMERICA CORP (BAC) | FMV | $50,823 | $142,945 |
| BLACKSTONE INC (BX) | FMV | $13,207 | $154,140 |
| BRISTOL MYERS SQUIBB CO (BMY) | FMV | $40,129 | $65,321 |
| CHARTER COMMUNICATIONS (CHTR) | FMV | $3,663 | $15,030 |
| CHEVRON CORP (CVX) | FMV | $112,054 | $454,639 |
| CISCO SYS INC (CSCO) | FMV | $24,401 | $131,363 |
| COCA COLA CO (KO) | FMV | $21,257 | $69,910 |
| CONSTELLATION BRANDS A (STZ) | FMV | $59,289 | $444,507 |
| CORTEVA INC (CTVA) | FMV | $11,501 | $43,167 |
| DIAGEO PLC SPON ADR NEW (DEO) | FMV | $70,800 | $129,405 |
| FIGMA INC CLASS A (FIG) | FMV | $9,924 | $17,414 |
| FORTUNE BRANDS INNOV (FBIN) | FMV | $10,502 | $58,472 |
| INTL BUSINESS MACHINES (IBM) | FMV | $114,382 | $384,777 |
| JOHNSON & JOHNSON (JNJ) | FMV | $41,293 | $206,950 |
| JPMORGAN CHASE & CO (JPM) | FMV | $21,327 | $171,743 |
| KIMBERLY CLARK CORP (KMB) | FMV | $38,254 | $53,270 |
| MASTERBRAND INC (MBC) | FMV | $1,460 | $12,674 |
| MGM RESORTS INTL (MGM) | FMV | $9,620 | $36,490 |
| NUCOR CORPORATION (NUE) | FMV | $70,832 | $323,284 |
| PENTAIR PLC (PNR) | FMV | $27,561 | $69,045 |
| PHILLIPS 66 COM (PSX) | FMV | $18,080 | $57,939 |
| SYSCO CORP (SYY) | FMV | $40,156 | $101,840 |
| TRAVELERS COMP INC COM (TRV) | FMV | $20,930 | $148,511 |
| WELLS FARGO & CO NEW (WFC) | FMV | $32,943 | $113,656 |
| FIRST EAGLE GLOBAL A (SGENX) | FMV | $346,848 | $581,235 |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $500 | Amt |