2024-10-07T11:03:39-05:00 2023-12-31 274077786 ROSENFIELD & COMPANY PLLC 201 E PINE STREET SUITE 730 ORLANDO FL 32801 990PF 2023-01-01 461629018 THE CAMPISI FAMILY FOUNDATION INC CAMP 8636878000 PO BOX 90037 LAKELAND FL 33804 SALVADOR CAMPISI PRESIDENT 8636878000 2024-10-07 1 1 KENNETH ROSENFIELD CPA P00959164 4078496400 2023 2024-10-15 13:58:12Z X 19193650 X 18000 411500 411500 22781 103780 22781 452281 434281 0 28000 0 0 28000 8425 425 0 0 72 72 0 0 36497 497 0 28000 1036500 1036500 1072997 497 0 1064500 -620716 433784 0 98 98 2637627 292564 292564 40000 4560064 4792457 16461049 478869 502326 927617 12030 1512943 1512322 7728590 7100388 19193650 0 0 X 0 0 0 0 7728590 7100388 7728590 7100388 7728590 7100388 7728590 -620716 0 7107874 7486 7100388 CHARLES SCHWAB 91999 80905 11094 11094 ENERGY TRANSFER LP 94 -94 -94 CAPITAL GAINS DIVIDENDS P 11781 11781 11781 22781 6030 0 6030 0 6030 4471 0 1600 0 6071 49 8 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 1 N/A SALVADOR V CAMPISI JR 8639041170 PO BOX 90037 LAKELAND FL 33804 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SALVADOR V CAMPISI SR PO BOX 90037 LAKELAND FL 33804 DIRECTOR/CHAIRMAN 1.00 4000 0 0 SALVADOR V CAMPISI JR PO BOX 90037 LAKELAND FL 33804 DIRECTOR/PRESIDENT 1.00 4000 0 0 JEAN M CAMPISI PO BOX 90037 LAKELAND FL 33804 DIRECTOR/VICE PRESIDENT 1.00 4000 0 0 ANNE MARIE GREENHOW PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4000 0 0 VIRGINIA ANN HARRISON PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4000 0 0 JEANNE M JAYNE PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4000 0 0 RENEE L CAMPISI PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4000 0 0 NONE 0 NONE 0 0 17764551 994405 0 18758956 0 0 18758956 281384 18477572 923879 923879 6030 6030 917849 0 917849 0 917849 1064500 0 1064500 917849 662334 0 0 1064500 662334 0 0 402166 0 0 0 0 0 0 0 0 515683 0 0 0 SALVADOR V CAMPISI SR X A WOMAN'S CHOICE 1234 EAXT LIME STREET LAKELAND FL 33801 NONE PC FUNDS DONATED TO PROVIDE MEDICAL TESTING AND TREATMENTS FOR WOMEN AND COUNSELING FOR PREGNANT WOMEN. 10000 ALL SAINTS EPISCOPAL CHURCH 202 S MASSACHUSETTS AVE LAKELAND FL 33801 NONE PC FUNDS PAID TO SUPPORT THE CHURCH'S GENERAL OPERATING NEEDS. 15000 CHAPTERS HEALTH FOUNDATION INC - GOOD SHEPHERD HOSPICE INC 3010 W AZEELE STREET SUITE 120 TAMPA FL 33609 NONE PC FUNDS TO SUPPORT GOOD SHEPARD HOSPICE'S LIGHTS OF REMEMBRANCE MEMORIAL TO HELP COVER PATIENT HOSPICE MEDICAL CARE COSTS. 5000 DREAM CENTER OF LAKELAND 635 W 5TH STREET LAKELAND FL 33805 NONE PC FUNDS DONATED TO THE CENTER TO HELP COVER OPERATING COSTS FOR THE SERVICES AND ACTIVITIES OFFERED TO THE COMMUNITY SUCH AS THE ADULT COMPUTER LAB, LIFE CLASSES, PREGNANCY CARE CENTER, DISTRIBUTION OF FOOD BAGS, BASKETBALL LEAGUE FOR LOCAL TEENS, AND KIDS CLUB TRUCK FOR ACTIVITIES IN THE COMMUNITY. 25000 ETERNAL WORD TELEVISION NETWORK 5817 OLD LEEDS ROAD IRONDALE AL 35210 NONE PC THE CONTRIBUTION WILL BE USED TO HELP PAY THE OPERATIONAL COSTS OF THE TELEVISION NETWORK SO THAT IS IS ABLE TO PRESENT AROUND-THE-CLOCK CATHOLIC-THEMED PROGRAMMING. 10000 FLORIDA BAPTIST CHILDREN'S HOME PO BOX 8190 LAKELAND FL 33802 NONE PC FUNDS TO PROVIDE CLOTHING, FOOD, MEDICAL CARE AND A PROTECTED PLACE TO LIVE FOR CHILDREN IN CRISIS. 15000 FLORIDA SOUTHERN COLLEGE 111 LAKE HOLLINGSWORTH DRIVE LAKELAND FL 338015698 NONE PC CONTRIBUTIONS TOWARDS THE CONSTRUCTION OF THE JEAN & SAL CAMPISI, SR. ACADEMIC CENTER FOR PHYSICAL THERAPY AT FLORIDA SOUTHERN COLLEGE. 350000 FOOD FOR THE POOR 6401 LYONS ROAD COCONUT CREEK FL 33073 NONE PC FUNDS TO HELP PROVIDE FOOD FOR THE HUNGRY AND COVER TRANSPORTAION COSTS TO DELEVER DONATED GOODS TO IMPOVERISHED AREAS IN OTHER COUNTRIES. 3000 FRANCISCAN MISSION ASSOCIATES 274-280 WEST LINCOLN AVE MOUNT VERNON NY 10551 NONE PC TO HELP SUPPORT THE MISSIONS PROGRAMS OF REBUILDING HOMES DESTROYED BY NATURAL DISASTERS, BUILDING CHAPELS AND SCHOOLS, FOOD PROGRAMS, SOUP KITCHENS, ORPHANAGES, ETC 15000 LAKELAND REGIONAL HEALTH FOUNDATION 1324 LAKELAND HILLS BLVD LAKELAND FL 33805 NONE SO I CONTRIBUTION TO THE HOLLIS CANCER CENTER TO PROVIDE TREATMENT FOR CANCER PATIENTS, CANCER-RELATED EDUCATIONAL PROGRAMS, COUSELING SERVICES FOR PATIENTS, CONDUCTING RESEARCH & CLINICAL TRIALS FOR NEW TREATMENT OPTIONS AND MAINTAINING A CANCER REGISTRY FOR LIFE-LONG PATIENT FOLLOW-UP. 400000 LAKELAND VOLUNTEERS IN MEDICINE 600 WEST PEACHTREE STREET LAKELAND FL 33815 NONE PC FUNDS FOR THE GOOD HEALTH AND GROWTH CAMPAIGN TO PROVIDE MEDICAL DIAGNOSTIC TESTING, LAB AND X-RAY SERVICES, PRESCRIPTION MEDICATIONS AND DOCTOR AND DENTAL VISITS. 10000 LIGHTHOUSE MINISTRIES INC 215 E MAGNOLIA ST LAKELAND FL 33801 NONE PC THE FUNDS ARE TO PROVIDE A THANKSGIVING MEAL FOR THE HOMELESS MEN, WOMEN AND CHILDREN THAT ARE SERVED AT THE LIFE CENTER AND RESCUE MISSION. 3000 MARYKNOLL FATHERS & BROTHERS PO BOX 301 MARYKNOLL NY 105450301 NONE PC FOR SUPPORT IN MISSIONARY WORK PROVIDING CLEAN WATER, SHLETER, EDUCATION, FOOD & MEDICAL CARE IN UNDERDEVELOPED COUNTRIES. 3000 MEDICAL MISSIONARIES OF MARY 179 HIGHLAND AVE SOMERVILLE MA 02143 NONE PC FUNDS TO PROVIDE HEALTH SERVICES TO PEOPLE OF DIFFERENT CULTURES ALL AROUND THE WORLD WITH SPECIAL CONCERN FOR CARING FOR MOTHERS AND THEIR CHILDREN. 10000 NEW LIFE WAREHOUSE 5100 W WATERS AVE TAMPA FL 33634 NONE PC FUNDS DONATED TO HELP WITH ADMINISTRATION, STAFFING, AND DELIVERY COSTS TO DELIVER ADN DISTRIBUTE DONATED FURNITURE AND HOUSEHOLD GOODS TO FOSTER FAMILIES, TRAFFICKING VICTIMS, REFUGEE FAMILIES, AND CLIENTS THAT ARE TRANSITIONING OUT OF HOMELESSNESS. 7500 OPTIONS FOR WOMEN PREGNANCY CLINIC 4435 FLORIDA NATIONAL DRIVE LAKELAND FL 33803 NONE PC TO PROVIDE MEDICAL TREATMENTS AND COUNSELING FOR PREGNANT WOMEN. 15000 PACE CENTER FOR GIRLS 213 TYLER AVENUE LAKELAND FL 33801 NONE PC FUNDS TO HELP COVER THE COSTS TO RUN THE PACE CENTER FOR AT RISK GIRLS SUCH AS TEACHERS SALARY, BOOKS AND SUPPLIES, ETC. 15000 PARKER STREET MINISTRIES 719 N MASSACHUSETTS AVE LAKELAND FL 33801 NONE PC FUNDS DONATED TO COVER COSTS FOR SERVICES OFFERED TO THE RESIDENTS OF PARKER STREET NEIGHBORHOODS. 20000 RESURRECTION CATHOLIC SCHOOL 3720 OLD HIGHWAY 37 LAKELAND FL 33813 NONE PC CONTRIBUTION TO BE APPLIED TO FINANCIAL ASSISTANCE OFFERRED BY THE SCHOOL TO ELIGIBLE STUDENTS AND THEIR FAMILIES TO HELP COVER THE COST OF THE SCHOOL TUITION. 10000 SANTA FE CATHOLIC HIGH SCHOOL 3110 HIGHWAY 92E LAKELAND FL 33801 NONE PC TO HELP PAY FOR RESOURCES FOR ACADEMIC PROGRAMS, SCHOLARSHIP SUPPORT, EQUIPMENT, COMPUTERS AND LIBRARY RESOURCES. 15000 SISTERS OF ST FRANCIS OF ASSISI 3221 S LAKE DR ST FRANCIS WI 532353799 NONE PC TOWARDS THE CONSTRUCTION COSTS OF BUILDING A NEW CONVENT. 15000 ST VINCENT DE PAUL REGIONAL SEMINARY 10701 SOUTH MILITARY TRAIL BOYNTON BEACH FL 334364899 NONE PC TO PROVIDE FINANCIAL TUITION SUPPORT FOR SEMINARIANS BEING EDUCATED AT THE SEMINARY. 15000 TALBOT HOUSE MINISTRIES 814 NORTH KENTUCKY AVE LAKELAND FL 33801 NONE PC FUNDS TO PROVIDE FOOD, MEDICAL CARE AND EMERGENCY SHELTER BEDS FOR THE HOMELESS IN POLK COUNTY TO HELP INDIVIDUALS TRANSITION FROM HOMELESS BACK INTO THE WORKFORCE AND INDEPENDENCE. 5000 UNITED WAY PO BOX 1357 HIGHLAND CITY FL 33846 NONE PC FUNDS DONATED TO SUPPORT EARLY CHILDHOOD LITERACY, TUTORING, AND PARENT EDUCATION PROGRAMS IN DAYCARES AND SCHOOLS, AND PROVIDING FUNDING FOR MEDICAL, MENTAL HEALTH SERVICES AND SUBSTANCE ABUSE. 10000 VOLUNTEERS IN SERVICE TO THE ELDERLY (VISTE) 1232 E MAGNOLIA STREET LAKELAND FL 33801 NONE PC THE CONTRIBUTION PROVIDED FUNDS FOR TRANSPORTATION COSTS, PROVIDING HOT MEALS, AND PURCHASING SUPPLIES FOR BUILDING WHEELCHAIR RAMPS FOR THE ELDERLY IN THE LAKELAND, BARTOW, MULBERRY AND FT. MEADE COMMUNITIES. 15000 YMCA 3620 CLEVELAND HEIGHTS LAKELAND FL 33803 NONE PC FUNDS DONATED TO SUPPLY SCHOLARSHIPS TO YOUTH AND FAMILIES IN THE COMMUNITY FOR BEFORE AND AFTER SCHOOL PROGRAMS, FITNESS AND WELLNESS CLASSES, SPORT LEAGUES AND SWIM LESSONS. 20000 1036500 0 14 411500 14 22781 0 434281 0 434281 0 0 0 0 0 0 0 0 0 0 X X 1 SALVADOR V CAMPISI SR PO BOX 90037 LAKELAND FL 33084 18000 X SCHWAB US DIVIDEND 247340 451386 SCHWAB US SMALL CAP ETF 24888 43698 VANGUARD FTSE EUROPE 23667 26938 VANGUARD S&P 500 ETF 132996 284867 VANGUARD SMALL CAP VALUE 25555 44764 VANGUARD TOTAL WORLD 47880 75964 ACCENTURE PLC 60009 599003 AGNC INVESTMENT C 197640 129537 AMERICAN SOFTWARE 110709 221098 ARISTA NETWORKS 36806 252040 AT & T INC 293689 273558 BRISTOL - MYERS SQUIBB 118277 256574 CISCO SYSTEMS INC 42695 87542 CORNING INC 33979 93905 CORTEVA INC 22590 92496 DARDEN RESTAURANTS 25340 115026 DAVITA INC 15925 82390 DIAGEO PLC 135606 246683 DOVER CORP 76642 178351 DOW INC 51288 91219 DUPONT DE NEMOURS INC 62761 108281 EATON VANCE FLOATING RATE 69881 61800 EATON VANCE TAX MAN GL D 288801 369219 EDWARDS LIFESCIENCES 85329 457500 EQUITY COMMONWEALTH 75781 82640 EVERSOURCE ENERGY 7909 10035 FORTINET INC 37331 585300 HOME DEPOT INC 269092 1508172 INTEL CORPORATION 6733 12066 JOHNSON & JOHNSON 201539 586995 JP MORGAN CHASE & CO 9033 21825 LEGGETT & PLATT INC 6494 5329 MAIN STREET CAPITAL 423655 508928 MASTERCARD INC 67547 350900 MICROSOFT CORP 519578 5216320 MONDELEZ INTL 24184 124642 ORACLE CORPORATION 57104 299789 PEPSICO INCORPORATED 81441 203394 PFIZER INCORPORATED 305630 329122 REGIONS FINANCIAL CO 169818 350880 SCHWAB HEALTH CARE FUND 169308 217987 STARBUCKS CORP 115528 612042 TAIWAN SEMICONDUCTR F 9704 104000 TEXAS INSTRUMENTS 7783 19815 TRUIST FINL CORP 6500 6576 VANGUARD DIV GROWTH FD 257844 376348 VERIZON COMMUNICATION 6305 4814 VIATRIS INC. 15422 15256 VISA INC 107555 1104182 WARNER BROTHERS DISCOVER 81001 40194 WASTE MANAGEMENT INC 6318 21114 WILLIAMS COMPANIES 18353 26162 UMPQUA BANK - CD AT COST 250000 250028 BANK BARODA NEW YORK - CD AT COST 250000 249885 CUSTOMERS BANK - CD AT COST 250000 250214 BEAL BANK USA - CD AT COST 250000 250372 CHARLES SCHWAB B - CD AT COST 250000 250415 BANK OF AMERICA - CD AT COST 250000 250604 ENERGY TRANSFERS LP AT COST 12943 10804 TIMING DIFFERENCES WITH INVESTMENT REVENUE RECEIVED AND GIFTS PAID OUT 7349 PARTNERSHIP LOSSES NOT ALLOWED ON TAX RETURN 137 BANK FEES 72 72 0 0 SALVADOR V CAMPISI SR PO BOX 90037 LAKELAND FL 33084 REGAL AUTOMOTIVE GROUP INC 2615 LAKELAND HILLS BLVD LAKELAND FL 33805 FEDERAL EXCISE TAX 8000 0 0 0 FOREIGN TAXES 425 425 0 0