2026-05-12T14:06:44-04:00 2025-12-31 232039016 MARSHALL BOHORAD THORNBURG PRICE&CAMPION 1940 W NORWEGIAN ST PO BOX 1280 POTTSVILLE PA 179017280 990PF 2025-01-01 387238007 KASPER WHELAN EDUCATIONAL TRUST FOUNDATION KASP 5705168325 PO BOX 660 POTTSVILLE PA 17901 MID PENN BANK TRUSTEE 5705168325 2026-05-09 true THOMAS J CAMPION JR P00027851 5706221811 2026-05-09 2025 2025-03-06 01:10:19Z X 851699 X X 23753 23753 23753 16207 16207 16207 39960 39960 23753 8426 530 1234 188 1411 11601 188 0 40500 40500 52101 188 40500 -12141 39772 23753 32677 58665 58665 705534 696526 793034 738211 755191 851699 0 X 738211 755191 738211 755191 738211 755191 738211 -12141 35887 761957 6766 755191 16207 553 553 553 520 520 33 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 8426 0 0 NONE NONE TRUST PROVIDES FUNDS SCHOLARSHIPS TO COLLEGE STUDENTS N/A 794597 35526 0 830123 830123 12452 817671 40884 40884 553 553 40331 40331 40331 40500 40500 40331 3952 4515 13553 343 22363 40500 40331 169 22532 0 3952 18580 4515 13553 343 169 NONE NONE X ALLISON FISHER 160 CLAY STREET TREMONT PA 17981 NONE I FOR EDUCATION 1500 ALYSSA ZERBE 125 EAST CENTER STREET DONALDSON PA 17981 NONE I FOR EDUCATION 1500 AVALYN MILLER 601 WEST LAUREL STREET FRACKVILLE PA 17931 NONE I FOR EDUCATION 1500 CAITLIN CAPPELLA 802 PHILLIPS STREET PORT CARBON PA 17965 NONE I FOR EDUCATION 1500 CARISSA KESSOCK 6 WATER COMPANY ROAD NEW BOSTON PA 17948 NONE I FOR EDUCATION 1500 DANIELLA WALKER 414 ROCK STREET PORT CARBON PA 17965 NONE I FOR EDUCATION 1500 DELANEY BURNS 11 HARMONY HILL CRESSONA PA 17929 NONE I FOR EDUCATION 1500 EMELIA SCHERER 1301 DOE DRIVE AUBURN PA 17922 NONE I FOR EDUCATION 1500 EMILEE ROSE 1910 3RD AVENUE POTTSVILLE PA 17901 NONE I FOR EDUCATION 1500 EMMA JONES 1653 HOWARD AVENUE POTTSVILLE PA 17901 NONE I FOR EDUCATION 1500 GRACE MORGAN 622 STONEY RUN ROAD POTTSVILLE PA 17901 NONE I FOR EDUCATION 1500 HAYDN WILLIAMS 174 KEEFER ROAD PINE GROVE PA 17963 NONE I FOR EDUCATION 1500 JACK WHALEN 771 HIGH ROAD ASHLAND PA 17921 NONE I FOR EDUCATION 1500 JACOB HARIG 800 WATER STREET POTTSVILLE PA 17901 NONE I FOR EDUCATION 1500 JADYN ULMER 76 ALBERT BOULEVARD POTTSVILLE PA 17901 NONE I FOR EDUCATION 1500 JARED GRAEFF 35 WOOD STREET TREMONT PA 17981 NONE I FOR EDUCATION 1500 JOCELYN WHITECAVAGE 125 CLARK DRIVE ORWIGSBURG PA 17961 NONE I FOR EDUCATION 1500 KEIRRA JONES 1127 WEST ARCH STREET POTTSVILLE PA 17901 NONE I FOR EDUCATION 1500 KYLE PRITISKUTCH 9 BIRCH LANE POTTSVILLE PA 17901 NONE I FOR EDUCATION 1500 MCKENZIE FETTEROLF 226 EAST BIDDLE STREET GORDON PA 17936 NONE I FOR EDUCATION 1500 MYA KLINE 6 WHITE BIRCH ROAD ORWIGSBURG PA 17961 NONE I FOR EDUCATION 1500 NICHOLAS FALLS 301 SOUTH SPENCER STREET FRACKVILLE PA 17931 NONE I FOR EDUCATION 1500 NOAH MOYER 84 SCHUYLKILL STREET CRESSONA PA 17929 NONE I FOR EDUCATION 1500 REESE STEELY 21 NORTH GREENVIEW ROAD SCHUYLKILL HAVEN PA 17972 NONE I FOR EDUCATION 1500 SAGE KAPLAFKA 1115 WILLOW DRIVE ORWIGSBURG PA 17961 NONE I FOR EDUCATION 1500 SAMANTHA SCHELBLEY 112 WEST LAUREL STREET TREMONT PA 17981 NONE I FOR EDUCATION 1500 VICTOR HANLEY 272 STATE ROAD BARNESVILLE PA 18214 NONE I FOR EDUCATION 1500 40500 14 23753 14 16207 39960 39960 3 TO BE USED FOR EDUCATION 4 TO BE USED FOR EDUCATION 8 TO BE USED FOR EDUCATION false false false false false false false false false false TAX PREPARATION FEE 530 COHEN & STEERS INSTL REALTY SHS 4400 4312 CONESTOGA SMALL CAP INSTL 13144 12306 DODGE & COX INCOME I DODGE & COX STOCK I 50409 52865 FED HERMES ADJ RATE IS 37100 37532 FED HERMES CORPORATE BOND INSTL 32576 34231 FED HERMES INSTL HIGH YIELD BD INSTL 22900 23814 FED HERMES MDT MID CAP GR R6 16952 20671 FED HERMES TOTAL RETURN BOND FD IS 84593 75328 FIDELITY EMERGING MARKETS FUND 16200 20126 FIDELITY INTERNATIONAL INDEX FUND 23550 28075 FIDELITY INTERNATIONAL SMALL CAP FD FIDELITY SMALL CAP VALUE I 21658 21702 GOLDMAN SACHS INTERNATIONAL EQUITY 20600 24047 HARBOR CAPITAL APPRECIATION FUND 22507 28744 ISHARES GLOBAL INFRASTRUCTURE ETF 8752 8897 MFS INTL DIVERSIFICATION I 15034 18225 PIMCO COMMODITIES PLUS STRATEGY INST 4400 4560 T ROWE PRICE MID CAP VALUE F CL I 37250 35816 T ROWE PRICE ULTRA SHORT-TERM BOND I 50500 50813 VANGUARD 500 INDEX ADMIRAL 43206 94943 VANGUARD EQUITY INCOME ADM 41583 43596 VANGUARD GROWTH INDEX ADMIRAL 13812 32973 VANGUARD INTMD-TERM TREASURY FUND 32700 34181 VANGUARD SHORT-TERM CORP BD IDX ADM 82700 85277 LOSS ON SALE OF 3,691.164 SHS DODGE & COX INCOME I 6456 ADJUSTMENT 310 EXPENSES ADVERTISING 1411 GAIN ON SALE OF 56.451 SHS CONESTOGA SMALL CAP INS 44 GAIN ON SALE OF 4.705 SHS DODGE & COX I 59 GAIN ON SALE OF 195.105 SHS FED HERMES MDT MID CAP 2552 GAIN ON SALE OF 1,043.891 SHS FED HERMES CORP BOND 376 GAIN ON SALE OF 269.255 SHS FIDELITY INTL SMALL CP 1352 GAIN ON SALE OF 207.510 SHS FIDELITY ADV SMALL CAP 58 GAIN ON SALE OF 75.758 SHS HARBOR CAP APP INSTL 2483 GAIN ON SALE OF 282.362 SHS MFS INTL DIVERS I 1234 GAIN ON SALE OF 15.991 SHS VANGUARD EQUITY-INC 83 GAIN ON SALE OF 44.365 SHS VANGUARD GROWTH INDEX 5733 GAIN ON SALE OF 70.022 SHS VANGUARD 500 INDEX ADM 21913 2024 FEDERAL EXCISE TAX 526 2025 FEDERAL EXCISE TAX 520 FOREIGN INCOME TAX WITHHELD 188 188