2025-04-29T11:22:05-04:00 2024-12-31 232039016 MARSHALL BOHORAD THORNBURG PRICE&CAMPION 1940 W NORWEGIAN ST PO BOX 1280 POTTSVILLE PA 179017280 990PF 2024-01-01 387238007 KASPER WHELAN EDUCATIONAL TRUST FOUNDATION KASP 5705168325 PO BOX 660 POTTSVILLE PA 17901 MID PENN BANK TRUSTEE 5705168325 2025-04-26 true true THOMAS J CAMPION JR P00027851 5706221811 2025-04-27 2024 2025-03-06 01:10:19Z X X 810866 X X 22146 22146 22146 15117 15117 15117 37263 37263 22146 8030 525 391 163 8946 163 0 39000 39000 47946 163 39000 -10683 37100 22146 8608 32677 32677 644775 705534 778189 653383 738211 810866 0 X 653383 738211 653383 738211 653383 738211 653383 -10683 124375 767075 28864 738211 15117 516 516 516 X 10 526 false false false false false false false true true PA true false false false false true N/A MID PENN BANK 5705168325 PO BOX 660 POTTSVILLE PA 17901 false false false false false false false false false false false false false false false false false false false false MID PENN BANK PO BOX 660 POTTSVILLE PA 17901 TRUSTEE 1.00 8030 0 0 NONE NONE TRUST PROVIDES FUNDS TO 501(C)(3) ORGANIZATIONS N/A 811600 17753 0 829353 829353 12440 816913 40846 40846 516 516 40330 40330 40330 39000 39000 40330 5282 4515 13553 343 23693 39000 39000 1330 1330 22363 0 22363 3952 4515 13553 343 NONE NONE X ABBY SCHRODING 219 VALLEY STREET NEW PHILADELPHIA PA 17959 NONE SCHOOL FOR EDUCATION 1500 BRENDAN MELOCHICK 1125 POTTSVILLE STREET POTTSVILLE PA 17901 NONE SCHOOL FOR EDUCATION 1500 CASSANDRA THOMAS 771 HIGH ROAD ASHLAND PA 17921 NONE SCHOOL FOR EDUCATION 1500 COOPER CHIPLONIA 1625 ELK AVENUE POTTSVILLE PA 17901 NONE SCHOOL FOR EDUCATION 1500 ESPYN SCHLEY 227 EAST MAIN STREET HEGINS PA 17938 NONE SCHOOL FOR EDUCATION 1500 JACK WHALEN 771 HIGH ROAD ASHLAND PA 17921 NONE SCHOOL FOR EDUCATION 1500 JACKLYN MOGISH 103 SOUTH CENTER STREET FRACKVILLE PA 17931 NONE SCHOOL FOR EDUCATION 1500 JADYN ULMER 76 ALBERT BOULEVARD POTTSVILLE PA 17901 NONE SCHOOL FOR EDUCATION 1500 JESSICA HOLLENBACH 84 CHAIN CIRCLE NEW RINGGOLD PA 17960 NONE SCHOOL FOR EDUCATION 1500 KANIYA DUMAS 908 WEST RACE STREET POTTSVILLE PA 17901 NONE SCHOOL FOR EDUCATION 1500 KIRK LANGTRY 423 PINE HILL STREET MINERSVILLE PA 17954 NONE SCHOOL FOR EDUCATION 1500 KYLE PRITISKUTCH 9 BIRCH LANE POTTSVILLE PA 17901 NONE SCHOOL FOR EDUCATION 1500 KYLE SCHRODING 219 VALLEY STREET NEW PHILADELPHIA PA 17959 NONE SCHOOL FOR EDUCATION 1500 LIAM REILEY 111 MAHANTONGO DRIVE POTTSVILLE PA 17901 NONE SCHOOL FOR EDUCATION 1500 LOGAN KOCH 586 SOUTH ROUTE 183 SCHUYLKILL HAVEN PA 17972 NONE SCHOOL FOR EDUCATION 1500 LOGAN REHRIG 381 CHURCH STREET BARNESVILLE PA 18214 NONEO SCHOOL FOR EDUCATION 1500 LUCAS GREGOIRE 41 WEST END DRIVE TAMAQUA PA 18252 NONE SCHOOL FOR EDUCATION 1500 MADISON THOMAS 337 VALLEY STREET PORT CARBON PA 17965 NONE SCHOOL FOR EDUCATION 1500 MATHESON BAIR 711 NORTH WARREN STREET ORWIGSBURG PA 17961 NONE SCHOOL FOR EDUCATION 1500 MCKENZIE FETTEROLF 226 EAST BIDDLE STREET GORDON PA 17936 NONE SCHOOL FOR EDUCATION 1500 MOLLY HESSE 2167 WOODGLEN ROAD POTTSVILLE PA 17901 NONE SCHOOL FOR EDUCATION 1500 RAEGAN GRIMM 5 ROMBERGER LANE HEGINS PA 17938 NONE SCHOOL FOR EDUCATION 1500 RILEY ZEIGENFUSS 43 SNOWDRIFT ROAD ANDREAS PA 18211 NONE SCHOOL FOR EDUCATION 1500 SAMANTHA SCHEIBLEY 112 WEST LAUREL STREET TREMONT PA 17981 NONE SCHOOL FOR EDUCATION 1500 TESSA COLNA 17 PLEASANT ROW SCHUYLKILL HAVEN PA 17972 NONE SCHOOL FOR EDUCATION 1500 TIMOTHY BERG 1144 CATAWISSA ROAD TAMAQUA PA 18252 NONE SCHOOL FOR EDUCATION 1500 39000 14 22146 14 15117 37263 37263 3 TO BE USED FOR BENEFIT OF 501(C)(3) ORGANIZATIONS 4 TO BE USED FOR BENEFIT OF 501(C)(3) ORGANIZATIONS 8 TO BE USED FOR BENEFIT OF 501(C)(3) ORGANIZATIONS false false false false false false false false false false TAX PREPARATION FEE 525 MUTUAL FUNDS HARBOR CAPITAL APPRECIATION FUND 29424 36633 VANGUARD RE INDEX FUND ADMIRAL VANGUARD SMALL CAP GR IND ADMIRAL VANGUARD MID CAP INDEX ADMIRAL VANGUARD GROWTH INDEX ADMIRAL 18479 37102 VANGUARD EXT MKT INDEX ADMIRAL VANGUARD 500 INDEX ADMIRAL 62293 119563 DODGE & COX INCOME I 53445 45697 FED HERMES TOTAL RETURN BOND FD IS 59093 48372 VANGUARD TOTAL BOND MKT IND ADMIRAL VANGUARD INFLATION PROTECTED SEC FND CONESTOGA SMALL CAP INSTL 17200 19034 DODGE & COX STOCK I 51600 52430 FED HERMES MDT MID CAP GR R6 25800 30158 FIDELITY INTERNATIONAL SMALL CAP FD 8600 8237 FIDELITY EMERGING MARKETS FUND 8600 8768 FIDELITY INTERNATIONAL INDEX FUND 17200 16711 FIDELITY SMALL CAP VALUE I 25800 26330 GOLDMAN SACHS INTERNATIONAL EQUITY 8600 8542 MFS INTL DIVERSIFICATION I 21500 21444 T ROWE PRICE MID CAP VALUE F CL I 34400 32686 VANGUARD EQUITY INCOME ADM 43000 42782 FED HERMES ADJ RATE IS 31500 31738 FED HERMES INSTL HIGH YIELD BD INSTL 22000 22482 FED HERMES CORPORATE BOND INSTL 41000 41813 T ROWE PRICE ULTRA SHORT-TERM BOND I 31500 31688 VANGUARD INTMD-TERM TREASURY FUND 31500 31893 VANGUARD SHORT-TERM CORP BD IDX ADM 63000 64086 LOSS ON SALE OF 2,132.896 SHS DODGE & COX INCOME I 4308 LOSS ON SALE OF 1,302.932 SHS FED HERMES TOTAL RET 2645 LOSS ON SALE OF 7,247.006 SHS VANGUARD TOTAL BD MK 16165 LOSS ON SALE OF 1,715.220 SHS VANGUARD INFL PROTEC 3986 ADJUSTMENT 1760 GAIN ON SALE OF 245.561 SHS HARBOR CAPITAL APP FD 6279 GAIN ON SALE OF 571.027 SHS VANGUARD RE INDEX FD 5560 GAIN ON SALE OF 301.390 SHS VANGUARD SMALL CAP GR 6158 GAIN ON SALE OF 311.559 SHS VANGUARD MID CAP INDEX 33440 GAIN ON SALE OF 488.694 SHS VANGUARD GROWTH INDEX 36482 GAIN ON SALE OF 537.837 SHS VANGUARD EXT MKT INDEX 23283 GAIN ON SALE OF 63.502 SHS VANGUARD 500 INDEX ADM 13173 2023 FEDERAL EXCISE TAX 228 FOREIGN INCOME TAX WITHHELD 163 163