2025-11-12T11:54:22-06:00 2024-12-31 274077786 ROSENFIELD & COMPANY PLLC 201 E PINE STREET SUITE 730 ORLANDO FL 32801 990PF 2024-01-01 461629018 THE CAMPISI FAMILY FOUNDATION INC CAMP 8636878000 PO BOX 90037 LAKELAND FL 33804 SALVADOR CAMPISI PRESIDENT 8636878000 2025-11-11 1 1 KENNETH ROSENFIELD CPA P00959164 4078496400 2024 2025-03-06 01:10:19Z X 21672135 X 0 X 460369 460369 92491 914334 92491 38 38 0 552898 552898 0 22500 0 0 22500 2172 564 0 0 24672 564 0 22500 821535 821535 846207 564 0 844035 -293309 552334 0 98 292564 1153326 1153326 4792457 5104187 19427426 502326 529028 1074806 1512943 13972 16577 7100388 6800513 21672135 0 0 X 0 0 0 0 7100388 6800513 7100388 6800513 7100388 6800513 7100388 -293309 0 6807079 6566 6800513 CHARLES SCHWAB 250431 250373 58 58 CHARLES SCHWAB 507602 506420 1182 1182 CHARLES SCHWAB 81779 65050 16729 16729 CAPITAL GAINS DIVIDENDS P 74522 74522 74522 92491 7677 0 7677 0 7677 0 0 15500 0 15500 338 7485 7485 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 SR PO BOX 90037 LAKELAND FL 33804 DIRECTOR/CHAIRMAN 1.00 0 0 0 SALVADOR V CAMPISI JR PO BOX 90037 LAKELAND FL 33804 DIRECTOR/PRESIDENT 1.00 4500 0 0 JEAN M CAMPISI PO BOX 90037 LAKELAND FL 33804 DIRECTOR/VICE PRESIDENT 1.00 0 0 0 ANNE MARIE GREENHOW PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4500 0 0 VIRGINIA ANN HARRISON PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4500 0 0 JEANNE M JAYNE PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4500 0 0 RENEE L CAMPISI PO BOX 90037 LAKELAND FL 33804 DIRECTOR 1.00 4500 0 0 NONE 0 NONE 0 0 20099710 738220 0 20837930 0 0 20837930 312569 20525361 1026268 1026268 7677 7677 1018591 0 1018591 0 1018591 844035 0 844035 1018591 515683 0 0 844035 515683 0 0 328352 0 0 0 0 0 0 0 0 690239 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 ACADEMY PREP 1021 LAKELAND HILLS BLVD LAKELAND FL 33805 NONE PC FUNDS DONATED TO THE ACADEMY'S SCHOLARSHIP FUND, WHICH OFFERS NEED-BASED TUITION SCHOLARSHIPS TO QUALIFYING STUDENTS. 2500 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 ALL SAINTS EPISCOPAL CHURCH 202 S MASSACHUSETTS AVE LAKELAND FL 33801 NONE PC FUNDS PAID TO SUPPORT THE CHURCH'S GENERAL OPERATING NEEDS. 10000 CAREER SOURCE 600 N BROADWAY AVE STE B BARTOW FL 33830 NONE PC FUNDS CONTRIBUTED TO CAREER SOURCE ARE TO HELP STAFF THE CENTERS AND HELP WITH THE COSTS INVOLVED IN HELPING INDIVIDUALS FIND EMPLOYMENT BY HELPING THEM WITH RESUME ASSISTANCE, ACCESS TO COMPUTERS, FAX MACHINES AND PHONES IN THEIR JOB SEARCH, ALL OFFERRED AT NO COST TO THE INDIVIDUAL. 40800 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 CHURCH OF THE RESURRECTION 333 TERRACE WAY LAKELAND FL 33813 NONE PC FUNDS PAID TO SUPPORT THE CHURCH'S GENERAL OPERATING NEEDS. 10000 DIOCESE OF ORLANDO 50 EAST ROBINSON STREET ORLANDO FL 32801 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. 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. 50000 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. 4000 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 GIVE WELL COMMUNITY FOUNDATION - FOR BONNETT SPRINGS PARK FUND 1501 S FLORIDA AVENUE LAKELAND FL 33803 NONE PC FUNDS TO GO TO BONNET SPRINGS PARK FUND FOR ACQUIRING PROPERTY FOR A PUBLIC PARK IN THE POLK COUNTY AREA AND MAINTANENCE EXPENSES RELATED TO THE PARK. 56135 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. 200000 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. 15000 KIDS PACK 3725 FRONTAGE RD LAKELAND FL 33813 NONE PC FUNDS DONATED TO PROVIDE WEEKEND MEAL PACKS TO STUDENTS ATTENDING POLK AND HILLSBOROUGH ELEMENTARY AND MIDDLE SCHOOLS. 15000 LAKELAND HIGH SCHOOL 726 HOLLINGSWORTH RD LAKELAND FL 33801 NONE PC TO PROVIDE FUNDS TO COVER COSTS FOR THE VARIOUS SCHOOL PROGRAMS OFFERED AT THE HIGH SCHOOL, SUCH AS FINE ARTS, MULTIMEDIA COMMUNICATIONS ACADEMY, FASHION ACADEMY, AND VETERINARY ACADEMY. 10000 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. 5000 OPTIONS FOR WOMEN PREGNANCY CLINIC 4435 FLORIDA NATIONAL DRIVE LAKELAND FL 33803 NONE PC TO PROVIDE MEDICAL TREATMENTS AND COUNSELING FOR PREGNANT WOMEN. 10000 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. 25000 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. 600 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 SALVATION ARMY 2455 JIM GALLOWAY RD LAKELAND FL 33810 NONE PC FUNDS DONATED WILL HELP COVER THE COSTS OF RUNNING THE ADULT REHABILITATION CENTER TO PROVIDE HOUSING, WORK AND THERAPY TO INDIVIDUALS THAT HAVE LOST THE ABILITY TO COPE WITH THEIR PROBLEMS. FUNDS WILL ALSO HELP TO DEFER THE COST OF RUNNING THE THRIFT STORES WHICH PROVIDE LOW COST CLOTHING AND HOME GOODS TO THOSE WITH LIMITED FINANCIAL RESOURCES. 125000 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. 5000 ST JOSEPH'S CHILDREN'S HOPITAL 3001 W DR MARTIN LUTHER KING JR BLVD TAMPA FL 33614 NONE PC THE CONTRIBUTION WAS USED TO PAY FOR THE COST OF PEDIATRIC HEART AND CANCER CARE MEDICAL TREATMENTS FOR THE PATIENTS AT ST. JOSEPH'S CHILDREN'S HOSPITAL. 50000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 381051942 NONE PC THE CONTRIBUTION WAS USED TO PAY FOR THE COST OF MEDICAL TREATMENTS, TRAVEL, HOUSING AND FOOD FOR THE CHILDREN THAT ARE PATIENTS AT ST. JUDE'S RESEARCH HOSPITAL. 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. 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. 15000 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 821535 0 14 460369 14 38 14 92491 0 552898 0 552898 0 0 0 0 0 0 0 0 0 0 SCHWAB US DIVIDEND 265270 504009 SCHWAB US SMALL CAP ETF 25609 48565 VANGUARD FTSE EUROPE 24635 27443 VANGUARD S&P 500 ETF 137390 356003 VANGUARD SMALL CAP VALUE 26538 50308 VANGUARD TOTAL WORLD 49586 88478 ACCENTURE PLC 60009 600506 AGNC INVESTMENT C 217994 140724 ARISTA NETWORKS 36806 884240 AT & T INC 312212 393379 BRISTOL - MYERS SQUIBB 127236 217558 CISCO SYSTEMS INC 45658 112442 CORNING INC 37160 137163 CORTEVA INC 23552 83693 DARDEN RESTAURANTS 29750 155256 DAVITA INC 15925 149550 DIAGEO PLC 141559 186990 DOVER CORP 79094 225961 DOW INC 55912 68748 DUPONT DE NEMOURS INC 65049 116136 EATON VANCE FLOATING RATE 77572 70673 EATON VANCE TAX MAN GL D 308329 452901 EDWARDS LIFESCIENCES 85329 444180 EQUITY COMMONWEALTH 4146 7618 EVERSOURCE ENERGY 8497 9896 FORTINET INC 37331 944800 HOME DEPOT INC 308615 1733343 INTEL CORPORATION 6824 4877 JOHNSON & JOHNSON 220144 558913 JP MORGAN CHASE & CO 9628 31468 LEGGETT & PLATT INC 6705 2060 MAIN STREET CAPITAL 458897 731725 MASTERCARD INC 69724 435651 MICROSOFT CORP 562417 5888372 MONDELEZ INTL 27216 105395 ORACLE CORPORATION 61676 479604 PEPSICO INCORPORATED 87790 187815 PFIZER INCORPORATED 325290 322660 REGIONS FINANCIAL CO 187707 446272 SCHWAB HEALTH CARE FUND 188251 218214 STARBUCKS CORP 130462 596444 TAIWAN SEMICONDUCTR F 9704 197490 TEXAS INSTRUMENTS 8401 22409 VANGUARD DIV GROWTH FD 302359 410318 VERIZON COMMUNICATION 6655 5448 VIATRIS INC. 16109 18275 VISA INC 116700 1350452 WARNER BROTHERS DISCOVER 81001 37333 WASTE MANAGEMENT INC 6673 24133 WILLIAMS COMPANIES 19770 42421 LOGILITY SUPPLY CHAIN SO 116349 173920 ENERGY TRANSFERS LP AT COST 13972 16577 BOOK/TAX TIMING DIFFERENCES WITH INVESTMENT REVENUE RECEIVED 6566 ENERGY TRANSFER LP SCH K-1 - RENTAL INCOME -2 -2 ENERGY TRANSFER LP SCH K-1 - BUSINESS LOSSE 40 40 SALVADOR V CAMPISI SR PO BOX 90037 LAKELAND FL 33084 REGAL AUTOMOTIVE GROUP INC 2615 LAKELAND HILLS BLVD LAKELAND FL 33805 FEDERAL EXCISE TAX - 2023 TAX PAID IN 2024 1608 0 0 0 FOREIGN TAXES 564 564 0 0