2026-05-20T11:02:08-04:00 2025-12-31 SOUTHERN FAMILY INVESTMENTS LLC 1600 NW 163 STREET MIAMI FL 33169 990PF 2025-01-01 460547104 WAYNE & ARLENE CHAPLIN FAMILY FOUNDATION C/O SOUTHERN GLAZER'S WINE & SPIRITS % SOUTHERN FAMILY INVESTMENTS WAYN 3056254171 1600 NW 163RD STREET MIAMI FL 33169 WAYNE CHAPLIN PRESIDENT 3056254171 2026-05-13 true JESSICA BODIE P00861606 3055212110 2026-05-13 2025 2025-03-06 01:10:19Z X 4802946 X 1473344 213 213 3518 3518 1477075 3731 0 500 61 561 0 0 443495 443495 444056 0 443495 1033019 3731 0 604757 364434 364434 0 1273342 4438512 604757 1637776 4802946 0 0 X 604757 1637776 604757 1637776 604757 1033019 1637776 1637776 52 52 52 500 0 2000 2500 2448 2448 0 false false false false false false false true true FL true false false false false true N/A SOUTHERN FAMILY INVESTMENTS 3055212110 1600 NW 163RD STREET MIAMI FL 33169 false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 184938 584209 0 769147 0 769147 11537 757610 37881 37881 52 52 37829 37829 37829 443495 0 0 0 0 443495 37829 0 2023 2022 2021 0 700976 595843 318323 952390 829586 3397118 443495 0 37829 405666 3802784 0 0 0 0 700976 3101808 595843 318323 952390 829586 405666 WAYNE E CHAPLIN NONE X CHABAD MIAMI BEACH 14 FARREY LN MIAMI BEACH FL 33139 NONE PC SUPPORT CONTRIBUTION 96600 UNIVERSITY OF MIAMI 1311 MILLER ROAD CORAL GABLES FL 33146 NONE PC SUPPORT CONTRIBUTION 5378 TEMPLE BETH SHOLOM 4144 CHASE AVE MIAMI BEACH FL 33140 NONE PC SUPPORT CONTRIBUTION 52020 TEMPLE EMANUEL 1701 WASHINGTON AVENUE MIAMI BEACH FL 33139 NONE PC SUPPORT CONTRIBUTION 5200 GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD FLOOR 2 MIAMI FL 33137 NONE PC SUPPORT CONTRIBUTION 65000 LEHRMAN COMMUNITY DAY SCHOOL 727 LEHRMAN DRIVE MIAMI BEACH FL 33141 NONE PC SUPPORT CONTRIBUTION 2837 PEREZ ART MUSEUM MIAMI 1103 BISCAYNE BLVD MIAMI FL 33132 NONE PC SUPPORT CONTRIBUTION 20000 MIAMI COUNTRY DAY SCHOOL 601 NE 107TH ST MIAMI FL 33161 NONE PC SUPPORT CONTRIBUTION 10000 MOUNT SINAI MEDICAL CENTER FOUNDATION 4300 ALTON ROAD MIAMI BEACH FL 33140 NONE PC SUPPORT CONTRIBUTION 6460 BINYAN TORAH INC 65 DYKSTRAS WAY E MONSEY NY 10952 NONE PC SUPPPORT CONTRIBUTION 180000 443495 14 213 14 3518 3731 3731 false false false false false false false false false false X X 1 WAYNE E CHAPLIN 1600 NW 163RD STREET MIAMI FL 33169 1273344 X 2 PAUL B CHAPLIN 1600 NW 163RD STREET MIAMI FL 33169 100000 X 3 TERRY S JOVE 1600 NW 163RD STREET MIAMI FL 33169 100000 X 1 1,000.000 shs Allstate Corp (ALL) 208205 2025-12-17 1 500.000 shs AMERICAN EXPRESS CO (AXP) 189723 2025-12-17 1 2,599.000 shs BANK OF AMERICA CORP (BAC) 142984 2025-12-17 1 1211.000 shs BRISTOL MYERS SQUIBB CO (BMY) 65388 2025-12-17 1 1000.000 SHS BLACKSTONE INC (BX) 154220 2025-12-17 1 72.000 SHS CHARTER COMMUNICATIONS INC (CHTR) 15175 2025-12-17 1 1705.34 SHS CISCO SYS INC (CSCO) 131414 2025-12-17 1 644.000 SHS CORTEVA INC (CTVA) 42388 2025-12-17 1 2983.000 SHS CHEVRON CORP (CVX) 443304 2025-12-17 1 1500.000 SHS DIAGEO PLC SPON ADR NEW (DEO) 134723 2025-12-17 1 1168.970 SHS FORTUNE BRANDS INNOVATIONS INC (FBIN) 60161 2025-12-17 1 466.000 SHS FIGMA INC (FIG) 17163 2025-12-17 1 1299.000 SHS INTLBUSINESS MACHINES CORP (IBM) 395760 2025-12-17 1 1000.000 SHS JOHNSON & JOHNSON (JNJ) 209990 2025-12-17 1 533.000 SHS JPMORGAN CHASE & CO (JPM) 168969 2025-12-17 1 528.000 SHS KIMBERLY CLARK CORP (KMB) 54381 2025-12-17 1 1000.000 SHS COCA COLA CO (KO) 70615 2025-12-17 1 1148.000 SHS MASTERBRAND INC (MBC) 13202 2025-12-17 1 1000.000 SHS MGM RESORTS INTERNATIONAL (MGM) 36350 2025-12-17 1 1000.000 SHS ALTRIA GROUP INC (MO) 59310 2025-12-17 1 1982.000 SHS NUCOR CORPORATION (NUE) 315396 2025-12-17 1 663.000 SHS PENTAIR PLC (PNR) 69320 2025-12-17 1 449.000 SHS PHILLIPS 66 COM (PSX) 59044 2025-12-17 1 7223.000 SHS FIRST EAGLE GLOBAL A (SGENX) 574084 2025-12-17 1 3222.000 SHS CONSTELLATION BRANDS INC CL A (STZ) 452175 2025-12-17 1 1382.000 SHS SYSCO CORP (SYY) 104334 2025-12-17 1 512.000 SHS TRAVELERS COMPANIES INC COM (TRV) 148268 2025-12-17 1 1219.490 SHS WELLS FARGO & CO NEW (WFC) 113291 2025-12-17 NONE ALLSTATE CORP (ALL) FMV 23991 208150 ALTRIA GROUP (MO) FMV 17228 57660 AMERICAN EXPRESS CO (AXP) FMV 20887 184975 BANK OF AMERICA CORP (BAC) FMV 50823 142945 BLACKSTONE INC (BX) FMV 13207 154140 BRISTOL MYERS SQUIBB CO (BMY) FMV 40129 65321 CHARTER COMMUNICATIONS (CHTR) FMV 3663 15030 CHEVRON CORP (CVX) FMV 112054 454639 CISCO SYS INC (CSCO) FMV 24401 131363 COCA COLA CO (KO) FMV 21257 69910 CONSTELLATION BRANDS A (STZ) FMV 59289 444507 CORTEVA INC (CTVA) FMV 11501 43167 DIAGEO PLC SPON ADR NEW (DEO) FMV 70800 129405 FIGMA INC CLASS A (FIG) FMV 9924 17414 FORTUNE BRANDS INNOV (FBIN) FMV 10502 58472 INTL BUSINESS MACHINES (IBM) FMV 114382 384777 JOHNSON & JOHNSON (JNJ) FMV 41293 206950 JPMORGAN CHASE & CO (JPM) FMV 21327 171743 KIMBERLY CLARK CORP (KMB) FMV 38254 53270 MASTERBRAND INC (MBC) FMV 1460 12674 MGM RESORTS INTL (MGM) FMV 9620 36490 NUCOR CORPORATION (NUE) FMV 70832 323284 PENTAIR PLC (PNR) FMV 27561 69045 PHILLIPS 66 COM (PSX) FMV 18080 57939 SYSCO CORP (SYY) FMV 40156 101840 TRAVELERS COMP INC COM (TRV) FMV 20930 148511 WELLS FARGO & CO NEW (WFC) FMV 32943 113656 FIRST EAGLE GLOBAL A (SGENX) FMV 346848 581235 ANNUAL REPORT FEE 61 FEDERAL INCOME TAX 500