Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
THE CAMPISI FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 90037
  Room/suite
City or town
LAKELAND
State or province
FL
Country  
ZIP or foreign postal code
33804
A Employer identification number

46-1629018
B Telephone number (see instructions)

8636878000
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$23,012,500J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 447,266 447,266  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 300,910
b Gross sales price for all assets on line 6a 612,487
7 Capital gain net income (from Part IV, line 2)... 300,910
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
969 0 0
12 Total. Add lines 1 through 11........ 749,145 748,176 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,500 0 0 24,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,849 687 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
300 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,649 687 0 24,500
25 Contributions, gifts, grants paid....... 827,900 827,900
26 Total expenses and disbursements. Add lines 24 and 25 ................ 870,549 687 0 852,400
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -121,404
b Net investment income (if negative, enter -0-) 747,489
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,153,326 1,045,582 1,045,582
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,104,187 Click to see attachment
List of Attached Documents:
// Content
5,186,502 		20,752,018
c Investments—corporate bonds (attach schedule)....... 529,028 Click to see attachment
List of Attached Documents:
// Content
558,056 		1,199,902
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 13,972 Click to see attachment
List of Attached Documents:
// Content
15,114 		14,998
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,800,513 6,805,254 23,012,500
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,800,513 6,805,254
29 Total net assets or fund balances (see instructions)..... 6,800,513 6,805,254
30 Total liabilities and net assets/fund balances (see instructions). 6,800,513 6,805,254
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,800,513
2
Enter amount from Part I, line 27a .....................
2
-121,404
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
126,145
4
Add lines 1, 2, and 3 ..........................
4
6,805,254
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,805,254
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CHARLES SCHWAB - ST P    
b CHARLES SCHWAB - LT P    
c CHARLES SCHWAB - LIQUIDATION P    
d ENERGY TRANSFER LP P    
e CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 86,709   75,297 11,412
b 411,224   232,129 179,095
c 6,887   4,146 2,741
d     5 -5
e 107,667     107,667
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       11,412
b       179,095
c       2,741
d       -5
e       107,667
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 300,910
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,390
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,390
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,390
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 9,485
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,485
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 7,095
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax7,095 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
FL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofSALVADOR V CAMPISI JR Telephone no. (863) 904-1170

Located atPO BOX 90037LAKELANDFL ZIP+433804
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SALVADOR V CAMPISI JR DIRECTOR/PRESIDENT
1.00 		0 0 0
PO BOX 90037
LAKELAND,FL33804
JEAN M CAMPISI DIRECTOR/VICE PRESIDENT
1.00 		4,900 0 0
PO BOX 90037
LAKELAND,FL33804
ANNE MARIE GREENHOW DIRECTOR
1.00 		4,900 0 0
PO BOX 90037
LAKELAND,FL33804
VIRGINIA ANN HARRISON DIRECTOR
1.00 		4,900 0 0
PO BOX 90037
LAKELAND,FL33804
JEANNE M JAYNE DIRECTOR
1.00 		4,900 0 0
PO BOX 90037
LAKELAND,FL33804
RENEE L CAMPISI DIRECTOR
1.00 		4,900 0 0
PO BOX 90037
LAKELAND,FL33804
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
21,591,694
b
Average of monthly cash balances.......................
1b
1,167,423
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
22,759,117
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
22,759,117
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
341,387
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,417,730
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,120,887
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,120,887
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
10,390
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,390
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,110,497
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,110,497
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,110,497
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
852,400
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
852,400
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,110,497
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 690,239
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 852,400
a Applied to 2024, but not more than line 2a 690,239
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 162,161
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		948,336
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

A WOMAN'S CHOICE

1234 EAXT LIME STREET
LAKELAND,FL33801 		NONE   FUNDS DONATED TO PROVIDE MEDICAL TESTING AND TREATMENTS FOR WOMEN AND COUNSELING FOR PREGNANT WOMEN. 2,400

ACHIEVEMENT ACADEMY

716 E BELLA VISTA
LAKELAND,FL33805 		NONE   THE DONATION WILL BE USED TO OFFSET OPERATING COSTS OF THE CHARTER SCHOOL WHICH SERVES CHILDREN WITH SPECIAL NEEDS FROM BIRTH THROUGH AGE FIVE. 5,000

BOYS AND GIRLS CLUB OF POLK COUNTY

PO BOX 763
LAKELAND,FL33802 		NONE   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. 100,000

CHAPTERS HEALTH FOUNDATION INC - GOOD SHEPHERD HOSPICE INC

3010 W AZEELE STREET SUITE 120
TAMPA,FL33609 		NONE   FUNDS TO SUPPORT GOOD SHEPARD HOSPICE'S LIGHTS OF REMEMBRANCE MEMORIAL TO HELP COVER PATIENT HOSPICE MEDICAL CARE COSTS. 5,000

DIOCESE OF ORLANDO

50 EAST ROBINSON STREET
ORLANDO,FL32801 		NONE   DONATION TO THE CATHOLIC APPEAL FUND. 5,000

DREAM CENTER OF LAKELAND

635 W 5TH STREET
LAKELAND,FL33805 		NONE   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. 25,000

FLORIDA BAPTIST CHILDREN'S HOME

PO BOX 8190
LAKELAND,FL33802 		NONE   FUNDS TO PROVIDE CLOTHING, FOOD, MEDICAL CARE AND A PROTECTED PLACE TO LIVE FOR CHILDREN IN CRISIS. 5,000

FLORIDA SOUTHERN COLLEGE

111 LAKE HOLLINGSWORTH DRIVE
LAKELAND,FL338015698 		NONE   CONTRIBUTIONS TOWARDS THE CONSTRUCTION OF THE JEAN & SAL CAMPISI, SR. ACADEMIC CENTER FOR PHYSICAL THERAPY AT FLORIDA SOUTHERN COLLEGE. 105,000

FOOD FOR THE POOR

6401 LYONS ROAD
COCONUT CREEK,FL33073 		NONE   FUNDS TO HELP PROVIDE FOOD FOR THE HUNGRY AND COVER TRANSPORTAION COSTS TO DELEVER DONATED GOODS TO IMPOVERISHED AREAS IN OTHER COUNTRIES. 5,000

FRANCISCAN MISSION ASSOCIATES

274-280 WEST LINCOLN AVE
MOUNT VERNON,NY10551 		NONE   TO HELP SUPPORT THE MISSIONS PROGRAMS OF REBUILDING HOMES DESTROYED BY NATURAL DISASTERS, BUILDING CHAPELS AND SCHOOLS, FOOD PROGRAMS, SOUP KITCHENS, ORPHANAGES, ETC 5,000

GOSPEL INC

PO BOX 3278
LAKELAND,FL33802 		NONE   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. 10,000

GRACE CITY CHURCH

1550 NEW JERSEY ROAD
LAKELAND,FL33803 		NONE   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. 150,000

HOPE HOUSE

555 E STANFORD ST
BARTOW,FL33830 		NONE   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. 10,000

LAKELAND FAMILY YMCA

3620 CLEVELAND HEIGHTS
LAKELAND,FL33803 		NONE   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. 60,000

LAKELAND SENIOR HUB

PO BOX 2074
LAKELAND,FL33806 		NONE   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. 3,000

LAKELAND VOLUNTEERS IN MEDICINE

600 WEST PEACHTREE STREET
LAKELAND,FL33815 		NONE   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. 15,000

LIGHTHOUSE MINISTRIES INC

215 E MAGNOLIA ST
LAKELAND,FL33801 		NONE   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. 5,000

ONE MORE CHILD

PO BOX 8190
LAKELAND,FL33803 		NONE   DONATION IS TO COVER THE EXPENSE OF PURCHASING FOOD AND SUPPLIES TO PROVIDE TO CHILDREN AND THEIR FAMILIES IN URGENT NEED OF NUTRITION. 10,000

OPTIONS FOR WOMEN PREGNANCY CLINIC

4435 FLORIDA NATIONAL DRIVE
LAKELAND,FL33803 		NONE   TO PROVIDE MEDICAL TREATMENTS AND COUNSELING FOR PREGNANT WOMEN. 5,000

PACE CENTER FOR GIRLS

213 TYLER AVENUE
LAKELAND,FL33801 		NONE   FUNDS TO HELP COVER THE COSTS TO RUN THE PACE CENTER FOR AT RISK GIRLS SUCH AS TEACHERS SALARY, BOOKS AND SUPPLIES, ETC. 10,000

PARKER STREET MINISTRIES

719 N MASSACHUSETTS AVE
LAKELAND,FL33801 		NONE   FUNDS DONATED TO COVER COSTS FOR SERVICES OFFERED TO THE RESIDENTS OF PARKER STREET NEIGHBORHOODS. 250,000

PEACE RIVER CENTER

1835 GILMORE AVE
LAKELAND,FL33805 		NONE   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. 5,000

SISTERS OF ST FRANCIS OF ASSISI

3221 S LAKE DR
ST FRANCIS,WI532353799 		NONE   TOWARDS THE CONSTRUCTION COSTS OF BUILDING A NEW CONVENT. 5,000

ST VINCENT DE PAUL REGIONAL SEMINARY

10701 SOUTH MILITARY TRAIL
BOYNTON BEACH,FL334364899 		NONE   TO PROVIDE FINANCIAL TUITION SUPPORT FOR SEMINARIANS BEING EDUCATED AT THE SEMINARY. 2,500

TALBOT HOUSE MINISTRIES

814 NORTH KENTUCKY AVE
LAKELAND,FL33801 		NONE   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. 10,000

UNITED WAY

PO BOX 1357
HIGHLAND CITY,FL33846 		NONE   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. 15,000
Total ................................. 3a 827,900
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 447,266  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 969  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 300,910  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 749,145 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
749,145
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
THE CAMPISI FAMILY FOUNDATION INC
EIN:
46-1629018
Name of Bond End of Year Book Value End of Year Fair Market Value
SCHWAB US DIVIDEND 284,877 525,775
SCHWAB US SMALL CAP ETF 26,284 54,202
VANGUARD FTSE EUROPE 25,678 37,266
VANGUARD S&P 500 ETF 142,082 419,474
VANGUARD SMALL CAP VALUE 27,597 54,884
VANGUARD TOTAL WORLD 51,538 108,301

TY 2025 InvestmentsCorpStockSchedule
Name:
THE CAMPISI FAMILY FOUNDATION INC
EIN:
46-1629018
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC 60,009 457,988
AGNC INVESTMENT C 241,607 190,086
ARISTA NETWORKS 36,806 1,048,240
AT & T INC 331,698 447,786
BRISTOL - MYERS SQUIBB 136,944 218,106
CISCO SYSTEMS INC 48,785 150,083
CORNING INC 40,420 257,312
CORTEVA INC 24,585 99,515
DARDEN RESTAURANTS 34,626 157,705
DAVITA INC 15,925 113,610
DIAGEO PLC 147,702 132,354
DOVER CORP 81,598 237,839
DOW INC 59,592 42,924
DUPONT DE NEMOURS INC 27,821 62,555
EATON VANCE FLOATING RATE 83,846 68,019
EATON VANCE TAX MAN GL D 340,390 578,025
EDWARDS LIFESCIENCES 85,329 511,500
EVERSOURCE ENERGY 9,025 12,142
FORTINET INC 37,331 794,100
HOME DEPOT INC 349,997 1,571,546
INTEL CORPORATION 6,824 8,975
JOHNSON & JOHNSON 240,241 823,541
JP MORGAN CHASE & CO 10,363 43,149
LEGGETT & PLATT INC 6,748 2,415
MAIN STREET CAPITAL 497,656 793,690
MASTERCARD INC 72,244 474,858
MICROSOFT CORP 379,944 6,393,456
MONDELEZ INTL 30,625 97,905
ORACLE CORPORATION 67,168 566,447
PEPSICO INCORPORATED 94,750 184,288
PFIZER INCORPORATED 346,740 323,788
QNITY ELECTRONICS INC 39,454 63,245
REGIONS FINANCIAL CO 197,293 525,759
SCHWAB HEALTH CARE FUND 201,428 252,938
STARBUCKS CORP 146,628 565,251
TAIWAN SEMICONDUCTR F 9,704 303,890
TEXAS INSTRUMENTS 9,066 21,374
VANGUARD DIV GROWTH FD 375,620 444,357
VERIZON COMMUNICATION 7,035 5,923
VIATRIS INC. 16,827 19,177
VISA INC 127,152 1,509,034
WARNER BROTHERS DISCOVER 81,001 101,792
WASTE MANAGEMENT INC 7,070 26,663
WILLIAMS COMPANIES 20,885 48,668

TY 2025 InvestmentsOtherSchedule2
Name:
THE CAMPISI FAMILY FOUNDATION INC
EIN:
46-1629018
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ENERGY TRANSFERS LP AT COST 15,114 14,998

TY 2025 OtherExpensesSchedule
Name:
THE CAMPISI FAMILY FOUNDATION INC
EIN:
46-1629018
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PENALTIES 300 0 0 0


TY 2025 OtherIncomeSchedule2
Name:
THE CAMPISI FAMILY FOUNDATION INC
EIN:
46-1629018
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ENERGY TRANSFER LP SCH K-1 - RENTAL INCOME -133 0  
CHARLES SCHWAB - NONDIVIDEND DISTRIBUTIONS 1,102 0  


TY 2025 OtherIncreasesSchedule
Name:
THE CAMPISI FAMILY FOUNDATION INC
EIN:
46-1629018
Description Amount
BOOK/TAX TIMING DIFFERENCES WITH INVESTMENT REVENUE RECEIVED 126,145


TY 2025 SubstantialContributorsSch
Name:
THE CAMPISI FAMILY FOUNDATION INC
EIN:
46-1629018
Name Address
SALVADOR V CAMPISI SR PO BOX 90037
LAKELAND,FL33084
REGAL AUTOMOTIVE GROUP INC 2615 LAKELAND HILLS BLVD
LAKELAND,FL33805


TY 2025 TaxesSchedule
Name:
THE CAMPISI FAMILY FOUNDATION INC
EIN:
46-1629018
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX - 2024 TAX PAID IN 2025 7,677 0 0 0
FEDERAL EXCISE TAX - 2025 TAX PAID IN 2025 9,485 0 0 0
FOREIGN TAXES 687 687 0 0