2026-06-23T11:02:08-05:00 2025-12-31 274077786 ROSENFIELD & COMPANY PLLC 201 E PINE STREET SUITE 730 ORLANDO FL 32801 990PF 2025-01-01 461629018 THE CAMPISI FAMILY FOUNDATION INC CAMP 8636878000 PO BOX 90037 LAKELAND FL 33804 SALVADOR V CAMPISI JR PRESIDENT 8636878000 2026-06-22 1 KENNETH ROSENFIELD CPA P00959164 4078496400 2025 2025-03-06 01:10:19Z X 23012500 X X 447266 447266 300910 612487 300910 969 0 0 749145 748176 0 24500 0 0 24500 17849 687 0 0 300 0 0 0 42649 687 0 24500 827900 827900 870549 687 0 852400 -121404 747489 0 1153326 1045582 1045582 5104187 5186502 20752018 529028 558056 1199902 13972 15114 14998 6800513 6805254 23012500 0 0 X 0 0 0 0 6800513 6805254 6800513 6805254 6800513 6805254 6800513 -121404 126145 6805254 0 6805254 CHARLES SCHWAB - ST P 86709 75297 11412 11412 CHARLES SCHWAB - LT P 411224 232129 179095 179095 CHARLES SCHWAB - LIQUIDATION P 6887 4146 2741 2741 ENERGY TRANSFER LP P 5 -5 -5 CAPITAL GAINS DIVIDENDS P 107667 107667 107667 300910 10390 0 10390 0 10390 9485 0 8000 0 17485 0 7095 7095 0 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 JR PO BOX 90037 LAKELAND FL 33804 DIRECTOR/PRESIDENT 1.00 0 0 0 JEAN M CAMPISI PO BOX 90037 LAKELAND FL 33804 DIRECTOR/VICE PRESIDENT 1.00 4900 0 0 ANNE MARIE GREENHOW PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4900 0 0 VIRGINIA ANN HARRISON PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4900 0 0 JEANNE M JAYNE PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4900 0 0 RENEE L CAMPISI PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4900 0 0 NONE 0 NONE 0 0 21591694 1167423 0 22759117 0 0 22759117 341387 22417730 1120887 1120887 10390 10390 1110497 0 1110497 0 1110497 852400 0 852400 1110497 690239 0 0 852400 690239 0 0 162161 0 0 0 0 0 0 0 0 948336 0 0 0 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. 2400 ACHIEVEMENT ACADEMY 716 E BELLA VISTA LAKELAND FL 33805 NONE PC THE DONATION WILL BE USED TO OFFSET OPERATING COSTS OF THE CHARTER SCHOOL WHICH SERVES CHILDREN WITH SPECIAL NEEDS FROM BIRTH THROUGH AGE FIVE. 5000 BOYS AND GIRLS CLUB OF POLK COUNTY PO BOX 763 LAKELAND FL 33802 NONE PC THE FUNDS ARE TO HELP PAY FOR THE AFTER-SCHOOL PROGRAMS OFFERED AT THE BOYS AND GIRLS CLUB OF POLK COUNTY SUCH AS HOMEWORK HELP, TUTORING, MUSIC & ARTS ENRICHMENT, PHYSICAL ACTIVITIES & SPORTS, AND MEALS & HEALTHY SNACKS FOR 10,000 KIDS PER YEAR. 100000 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 DIOCESE OF ORLANDO 50 EAST ROBINSON STREET ORLANDO FL 32801 NONE PC DONATION TO THE CATHOLIC APPEAL FUND. 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 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. 5000 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. 105000 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. 5000 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 5000 GOSPEL INC PO BOX 3278 LAKELAND FL 33802 NONE PC FUNDS FOR USE IN COVERING THE COSTS OF A WORKING HOME FOR HOMELESS MEN AND HELP IN FINDING EMPLOYEMENT OPPORTUNITIES FOR THE HOMELESS AND SUPPORT FOR THE ART STUDIO FOR TEACHING ART SKILLS TO MAKE ART ITEMS THE HOMELESS CAN SELL IN THE ART STUDIO. 10000 GRACE CITY CHURCH 1550 NEW JERSEY ROAD LAKELAND FL 33803 NONE PC THE FUNDS ARE TO SUPPORT THE CHURCHES VARIOUS OUTREACH MINISTRIES SUCH AS COMMUNITY CARE, HOMELESS CARE, HUNGER RELIEF,THRIFT STORE AND KIDS CLUB PROGRAM PROVIDING HELP WITH PHYSICAL NEEDS AS WELL AS SPIRITUAL NEEDS. 150000 HOPE HOUSE 555 E STANFORD ST BARTOW FL 33830 NONE PC FUNDS DONATED TO DEFER THE COSTS OF RUNNING THE EDUCATIONAL PROGRAMS AND PERSONAL SUPPORT THAT THE HOPE HOUSE OFFERS TO FIRST-TIME EXPECTANT MOMS THAT HAVE CHOSEN LIFE FOR THEIR BABIES. 10000 LAKELAND FAMILY 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. 60000 LAKELAND SENIOR HUB PO BOX 2074 LAKELAND FL 33806 NONE PC THE FUNDS ARE TO HELP COVER THE COST OF THE CENTER WHICH OFFERS A SAFE GATHERING PLACE FOR SENIORS AND CAREGIVERS TO SOCIALIZE AND STAY CONNECTED AND SUPPORTS THEM THROUGH THE CENTERS ACTIVITIES AND RESOURCES WHICH INCLUDE EDUCATIONAL CLASSES, WELLNESS PROGRAMS, AND RESOURCES FOR FAMILIES TO FIND TRUSTED SERVICE PROVIDERS FOR SENIOR CARE. 3000 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. 15000 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. 5000 ONE MORE CHILD PO BOX 8190 LAKELAND FL 33803 NONE PC DONATION IS TO COVER THE EXPENSE OF PURCHASING FOOD AND SUPPLIES TO PROVIDE TO CHILDREN AND THEIR FAMILIES IN URGENT NEED OF NUTRITION. 10000 OPTIONS FOR WOMEN PREGNANCY CLINIC 4435 FLORIDA NATIONAL DRIVE LAKELAND FL 33803 NONE PC TO PROVIDE MEDICAL TREATMENTS AND COUNSELING FOR PREGNANT WOMEN. 5000 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. 10000 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. 250000 PEACE RIVER CENTER 1835 GILMORE AVE LAKELAND FL 33805 NONE PC FUNDS DONATED WILL HELP TO COVER THE COSTS OF COUNSELING SERVICES TO INDIVIDUALS SEEKING HELP WITH SUBSTANCE USE, MENTAL HEALTH OR IN THE VICTIM SERVICES PROGRAMS OFFERED THROUGH THE CENTER. 5000 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. 5000 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. 2500 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. 10000 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. 15000 827900 0 14 447266 14 969 14 300910 0 749145 0 749145 0 0 0 0 0 0 0 0 0 0 SCHWAB US DIVIDEND 284877 525775 SCHWAB US SMALL CAP ETF 26284 54202 VANGUARD FTSE EUROPE 25678 37266 VANGUARD S&P 500 ETF 142082 419474 VANGUARD SMALL CAP VALUE 27597 54884 VANGUARD TOTAL WORLD 51538 108301 ACCENTURE PLC 60009 457988 AGNC INVESTMENT C 241607 190086 ARISTA NETWORKS 36806 1048240 AT & T INC 331698 447786 BRISTOL - MYERS SQUIBB 136944 218106 CISCO SYSTEMS INC 48785 150083 CORNING INC 40420 257312 CORTEVA INC 24585 99515 DARDEN RESTAURANTS 34626 157705 DAVITA INC 15925 113610 DIAGEO PLC 147702 132354 DOVER CORP 81598 237839 DOW INC 59592 42924 DUPONT DE NEMOURS INC 27821 62555 EATON VANCE FLOATING RATE 83846 68019 EATON VANCE TAX MAN GL D 340390 578025 EDWARDS LIFESCIENCES 85329 511500 EVERSOURCE ENERGY 9025 12142 FORTINET INC 37331 794100 HOME DEPOT INC 349997 1571546 INTEL CORPORATION 6824 8975 JOHNSON & JOHNSON 240241 823541 JP MORGAN CHASE & CO 10363 43149 LEGGETT & PLATT INC 6748 2415 MAIN STREET CAPITAL 497656 793690 MASTERCARD INC 72244 474858 MICROSOFT CORP 379944 6393456 MONDELEZ INTL 30625 97905 ORACLE CORPORATION 67168 566447 PEPSICO INCORPORATED 94750 184288 PFIZER INCORPORATED 346740 323788 QNITY ELECTRONICS INC 39454 63245 REGIONS FINANCIAL CO 197293 525759 SCHWAB HEALTH CARE FUND 201428 252938 STARBUCKS CORP 146628 565251 TAIWAN SEMICONDUCTR F 9704 303890 TEXAS INSTRUMENTS 9066 21374 VANGUARD DIV GROWTH FD 375620 444357 VERIZON COMMUNICATION 7035 5923 VIATRIS INC. 16827 19177 VISA INC 127152 1509034 WARNER BROTHERS DISCOVER 81001 101792 WASTE MANAGEMENT INC 7070 26663 WILLIAMS COMPANIES 20885 48668 ENERGY TRANSFERS LP AT COST 15114 14998 PENALTIES 300 0 0 0 ENERGY TRANSFER LP SCH K-1 - RENTAL INCOME -133 0 CHARLES SCHWAB - NONDIVIDEND DISTRIBUTIONS 1102 0 BOOK/TAX TIMING DIFFERENCES WITH INVESTMENT REVENUE RECEIVED 126145 SALVADOR V CAMPISI SR PO BOX 90037 LAKELAND FL 33084 REGAL AUTOMOTIVE GROUP INC 2615 LAKELAND HILLS BLVD LAKELAND FL 33805 FEDERAL EXCISE TAX - 2024 TAX PAID IN 2025 7677 0 0 0 FEDERAL EXCISE TAX - 2025 TAX PAID IN 2025 9485 0 0 0 FOREIGN TAXES 687 687 0 0