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 886763765 CLIFFORD M LEBO CHARITABLE SCHOLARSHIP TR CLIF 5705168325 PO BOX 660 POTTSVILLE PA 17901 MID PENN BANK TRUST DEPARTMENT 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 618007 X 58750 11885 11885 11885 9105 9105 9105 5312 5312 5312 85052 26302 20990 4993 525 316 67 5834 67 0 26499 26499 32333 67 26499 52719 26235 20990 134 106318 27954 27954 104519 134932 134244 141956 243760 291997 163000 161700 163812 515927 568346 618007 0 X 515927 568346 515927 568346 515927 568346 515927 52719 1050 569696 1350 568346 5312 365 365 365 365 false false false false false false false true true PA true false false false false true N/A MID PENN BANK TRUST DEPARTMENT 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 TRUST DEPARTMENT PO BOX 660 POTTSVILLE PA 17901 TRUSTEE 2.00 4993 0 0 NONE NONE N/A 494347 87306 0 581653 581653 8725 572928 28646 28646 365 365 28281 28281 28281 26499 26499 28281 541 26499 541 25958 2323 MID PENN BANK TRUST DEPT PO BOX 660 POTTSVILLE PA 17901 5705168325 KAREN.KENDERDINE@MIDPENNBANK.COM APPLICATION FORM PROVIDED BY THE SCHOLARSHIP SELECTION COMMITTEE, WHICH MUST INCLUDE AN ESSAY REGARDING CAREER GOALS AND DOCUMENTED EVIDENCE OF FINANCIAL NEED. MAY 1 STUDENT MUST BE A MEMBER OF THE GRADUATING CLASS OF THE HALIFAX AREA SCHOOL DISTRICT AND MEET ALL FINANCIAL CRITERIA. STUDENT MUST ALSO BE ADMITTED TO THE PENNSYLVANIA STATE UNIVERSITY COLLEGE OF BUSINESS ADMINISTRATION. IF NONE, STUDENT MUST BE PURSUING A CAREER IN THE MEDICAL FIELD AT PENNSYLVANIA STATE UNIVERSITY. IF NONE, STUDENT MUST BE PURSUING A CAREER IN BUSINESS AT ANY FOUR YEAR ACCREDITED INSTITUTION OF HIGHER LEARNING. IF NONE, STUDENT MUST BE PURSUING A CAREER IN THE MEDICAL FIELD AT ANY FOUR YEAR ACCREDITED INSTITUTION OF HIGHER LEARNING. PENN STATE UNIVERSITY 109 SHIELDS BUILDING UNIVERSITY PARK PA 168021200 NONE SCHOOL SCHOLARSHIP (SADIE WILHELM) 8833 PENN STATE UNIVERSITY 109 SHIELDS BUILDING UNIVERSITY PARK PA 168021200 NONE SCHOOL SCHOLARSHIP (MIRANDA NACE) 8833 PENN STATE UNIVERSITY 109 SHIELDS BUILDING UNIVERSITY PARK PA 168021200 NONE SCHOOL SCHOLARSHIP (KIERSTEN SABOLSKY) 8833 26499 14 11885 14 9105 14 5312 26302 26302 false false false false false false false false false false X X 1 HIGHMARK FOUNDATION 120 FIFTH AVENUE PITTSBURGH PA 15222 58750 X TAX PREPARATION FEE 525 ALL IN FCU DALEVILL CD 2/17/23 4.6% 10000 10175 AMERICAN EXPRESS CD 11/23/22 4.9% 15000 15107 BANK OF AMERICA CORP 9/16/22 5.1% 10000 9972 BANK OF AMERICA NA CD 9/16/22 5.1% 25000 25305 BELLCO FCU GREENWOOD CD 2/24/23 4.85 10000 10083 BMO HARRIS BANK CD 9/21/22 4.05% BMW BANK OF N. AMERICA 2/10/23 4.45% 10000 9996 CITIGROUP GLOBAL MKTS 2/17/23 5.1% 10000 9962 FED HERMES FLOATING RATE STRAT INC FED HERMES INSTL HIGH YIELD BD INSTL 3000 2997 FED HERMES MDT MID CAP GROWTH R6 11700 13439 FED HERMES TOTAL RETURN BOND FD IS FIDELITY SMALL CAP VALUE I 12000 12548 GOLDMAN SACHS GR INC 9/15/22 5% 10000 9959 JPMORGAN CHASE & CO 11/30/22 5.5% MORGAN STANLEY FIN LLC 2/14/23 4.35% 10000 9564 ROYAL BANK CANADA 8/31/22 4.4% 10000 9779 VANGUARD INFLATION-PROTECTED SECS AD VANGUARD S/T CORP BD IDX ADM FD 5000 5079 WELLS FARGO & CO DTD 9/22/22 4.7% 10000 9847 WELLS FARGO BANK CD DTD 2/2/23 4.7% CONESTOGA SMALL CAP INSTL 6000 6847 DODGE & COX STOCK I 15000 15055 GOLDMAN SACHS INTL EQUITY INCOME INS 12000 12068 ISHARES RUSSELL 1000 GROWTH INDEX 12228 20079 ISHARES RUSSELL 1000 VALUE INDEX 6374 7405 ISHARES RUSSELL 2000 VALUE INDEX 6214 6567 ISHARES RUSSELL MIDCAP VALUE INDEX 6859 7760 MFS INTL DIVERSIFICATION I 12000 11673 MFS INTL DIVERSIFICATION R6 3000 3244 NORTHWEST BANK CD DTD 12/13/24 4.2% 25000 25045 SPDR SERIES TRUST S&P 500 GROWTH 11237 17580 T ROWE PRICE DIV GROWTH 5000 5739 T ROWE PRICE DIV GROWTH FUND I CLASS 5000 5655 T ROWE PRICE MID CAP VALUE FD CL I 16800 15929 T ROWE PRICE MID-CAP GROWTH I 6000 6084 VANGUARD 500 INDEX ADMIRAL 20000 28289 VANGUARD DIV APPRECIATION INDEX ETF 3113 3917 VANGUARD HIGH DIVIDEND YIELD IND ETF 14986 16204 VANGUARD INTL GROWTH FUND 6000 5803 VANGUARD S&P 500 ETF 44931 64657 VANGUARD S&P SMALL-CAP 600 GRWTH ETF 6018 6397 LOSS ON SALE OF 559.910 SHS FED HERMES FLOAT RATE 140 LOSS ON SALE OF 990.107 SHS FED HERMES TOTAL RET 723 LOSS ON SALE OF 194.024 SHS VANGUARD INFLATION-PRO 487 GAIN ON SALE OF 10,000 FHLB CONS BD 4.875% 5 GAINO ON SALE OF 25,000 US TREASURY NTS 4.25% 33 ADJUSTING ENTRY 1012 2023 FEDERAL EXCISE TAX 249 FOREIGN INCOME TAX WITHHELD 67 67