2026-04-29T15:01:03-04:00 2025-12-31 232039016 MARSHALL BOHORAD THORNBURG PRICE&CAMPION 1940 W NORWEGIAN ST PO BOX 1280 POTTSVILLE PA 179017280 990PF 2025-01-01 886763765 CLIFFORD M LEBO CHARITABLE SCHOLARSHIP TR CLIF 5705168325 PO BOX 660 POTTSVILLE PA 17901 MID PENN BANK TRUST DEPARTMENT TRUSTEE 5705168325 2026-04-26 true THOMAS J CAMPION JR P00027851 5706221811 2026-04-26 2025 2025-03-06 01:10:19Z X 640038 X X 12901 12901 12901 6735 6735 6735 5526 5526 5526 25162 25162 19636 5404 3506 530 501 136 9941 136 0 30900 30900 40841 136 30900 -15679 25026 19636 27954 63659 63659 134932 105000 105909 243760 222438 290233 161700 170700 180237 568346 561797 640038 0 X 568346 561797 568346 561797 568346 561797 568346 -15679 9836 562503 706 561797 5526 348 348 348 348 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 5404 0 0 NONE NONE N/A 586568 39037 0 625605 625605 9384 616221 30811 30811 348 348 30463 30463 30463 30900 30900 30463 2323 30900 2323 28577 1886 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 I SCHOLARSHIP (SADIE WILHELM) 7725 PENN STATE UNIVERSITY 109 SHIELDS BUILDING UNIVERSITY PARK PA 168021200 NONE I SCHOLARSHIP (MIRANDA NACE) 7725 UPMC SHADYSIDE SCHOOL OF NURSING 222 CHESTNUT STREET HARRISBURG PA 17101 NONE I SCHOLARSHIP (KIERSTEN SABOLSKY) 7725 MESSIAH UNIVERSITY 1 UNIVERSITY AVE MECHANICSBURG PA 17055 NONE I SCHOLARSHIP (LILY CRUM) 7725 30900 14 12901 14 6735 14 5526 25162 25162 false false false false false false false false false false TAX PREPARATION FEE 530 ALL IN FCU DALEVILL CD 2/17/23 4.6% 10000 10181 AMERICAN EXPRESS CD 11/23/22 4.9% BANK OF AMERICA CORP 9/16/22 5.1% BANK OF AMERICA NA CD 9/16/22 5.1% 25000 25122 BELLCO FCU GREENWOOD CD 2/24/23 4.85 10000 10014 BMW BANK OF N. AMERICA 2/10/23 4.45% CITIGROUP GLOBAL MKTS 2/17/23 5.1% FED HERMES INSTL HIGH YIELD BD INSTL 3000 3054 FED HERMES MDT MID CAP GROWTH R6 11700 14020 FED HERMES MDT LARGE CAP GROWTH IS 5000 6070 FIDELITY ADVISOR SMALL CAP VALUE I 12000 12320 FIDELITY EMERGING MARKETS FUND 11000 13980 FIDELITY INTERNATIONAL INDEX FUND 13000 14583 FIDELITY SMALL CAP VALUE I GOLDMAN SACHS GR INC 9/15/22 5% JPMORGAN CHASE 8/14/25 5% 10000 10059 JPMORGAN CHASE 2/14/25 5.5% 25000 25563 MORGAN STANLEY FIN LLC 2/14/23 4.35% 10000 10001 ROYAL BANK CANADA 8/31/22 4.4% 10000 9991 VANGUARD S/T CORP BD IDX ADM FD 5000 5191 WELLS FARGO & CO DTD 9/22/22 4.7% 10000 10088 COHEN & STEERS INSTL REALTY SHARES 3000 2924 CONESTOGA SMALL CAP INSTL 6000 5793 DODGE & COX STOCK I 20000 20762 GOLDMAN SACHS INTL EQUITY INCOME INS 12000 15550 ISHARES GLOBAL INFRASTRUCTURE ETF 6005 6381 ISHARES RUSSELL 1000 GROWTH INDEX 12228 23665 ISHARES RUSSELL 1000 VALUE INDEX 6374 8414 ISHARES RUSSELL 2000 VALUE INDEX ISHARES RUSSELL MIDCAP VALUE INDEX 6859 8463 MFS INTL DIVERSIFICATION I 12000 14187 MFS INTL DIVERSIFICATION R6 NORTHWEST BANK CD DTD 12/13/24 4.2% 25000 25061 SPDR SERIES TRUST S&P 500 GROWTH 11237 21340 T ROWE PRICE DIV GROWTH T ROWE PRICE DIV GROWTH FUND I CLASS T ROWE PRICE MID CAP VALUE FD CL I 16800 16044 T ROWE PRICE MID-CAP GROWTH I VANGUARD 500 INDEX ADMIRAL VANGUARD DIV APPRECIATION INDEX ETF VANGUARD HIGH DIVIDEND YIELD IND ETF 14986 18227 VANGUARD HIGH DIVIDEND YIELD IND ADM 13000 14980 VANGUARD INTL GROWTH FUND 6000 6515 VANGUARD S&P 500 ETF 44931 75256 VANGUARD S&P SMALL-CAP 600 GRWTH ETF 6018 6671 MARSHALL, BOHORAD ET AL. 3506 LOSS ON SALE OF 40.000 SHS ISHARES RUSSELL 2000 348 LOSS ON SALE OF 60.815 SHS T ROWE PRICE MID-CAP GR 354 ADJUSTING ENTRY 4 GAINO ON SALE OF 10,000 FHLM CORP 8/24/22 4.4% 67 GAIN ON SALE OF 141.978 SHS MFS INTL DIVERS R6 585 GAIN ON SALE OF 74.660 SHS T ROWE PRICE DIV GROWTH 789 GAIN ON SALE OF 73.616 SHS T ROWE PRICE DIV GROWTH 706 GAIN ON SALE OF 20.000 SHS VANGUARD DIV APP INDEX 703 GAIN ON SALE OF 52.121 SHS VANGUARD 500 INDEX ADM 6986 2024 FEDERAL EXCISE TAX 365 FOREIGN INCOME TAX WITHHELD 136 136