2026-05-21T13:14:57-04:00 2026-03-31 232039016 MARSHALL BOHORAD THORNBURG PRICE&CAMPION 1940 W NORWEGIAN ST PO BOX 1280 POTTSVILLE PA 179017280 990PF 2025-04-01 222630429 THE HARRIETTE STEELMAN AND CHARLES L TABAS FOUNDATION HARR 5705168325 C/O MID PENN BANK PO BOX 660 POTTSVILLE PA 17901 MID PENN BANK TRUSTEE 1/27/20 5705168325 2026-05-19 true THOMAS J CAMPION JR P00027851 5706221811 2026-05-19 2025 2025-03-06 01:10:19Z X X 0 X X 24246 23231 24246 83929 83929 83929 16741 16741 16741 7000 7000 131916 123901 115175 18349 115338 115338 1500 1500 3106 805 5 5 138298 117648 0 203161 203161 341459 117648 203161 -209543 6253 115175 80 315394 2260385 1195749 10944 3782552 0 0 0 X 3782552 3782552 0 3782552 0 3782552 -209543 75353 3648362 3648362 16741 87 87 87 2100 2100 2013 0 2013 false false false false false false true true true 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 RICHARD TABAS 737 MONTGOMERY AVE NARBERTH PA 19072 TRUSTEE LIMI 1.00 0 0 0 NANCY T FLEMING 524 MAIN ST 103 HONESDALE PA 18431 TRUSTEE LIMI 1.00 0 0 0 MID PENN BANK PO BOX 660 POTTSVILLE PA 17901 TRUSTEE 1/27 2.00 18349 0 0 NONE NONE N/A 3244292 272912 456 3517660 3517660 52765 3464895 173245 173245 87 87 173158 173158 173158 203161 203161 173158 203161 203161 203161 173158 MID PENN BANK PO BOX 660 POTTSVILLE PA 17901 5705168325 KAREN.KENDERDINE@MIDPENNBANK.COM APPLICATION BY LETTER - NO FORMAL REQUESTS NONE REQUEST MUST BE MADE BY A CHARITY THAT QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACLU FOUNDATION OF PENNSYLVANIA PO BOX 60173 PHILADELPHIA PA 19102 NONE PC CHARITABLE FOR EDUCATION 4000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET 1100 NEW YORK NY 10018 NONE PC PUBLIC CHARITY 3000 AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE 1310 L STREET NW STE 200 WASHINGTON DC 20005 NONE PC CHARITABLE FOR RELIGIOUS FREEDOM 1000 ANDREW C DEMARCO FOUNDATION 206 DURHAM WAY LANSDALE PA 19446 NONE PC CHARITABLE FOR MEDICAL RESEARCH 3000 ANTI-DEFAMATION LEAGUE 1500 MARKET STREET PHILADELPHIA PA 19102 NONE PC CHARITABLE FOR JEWISH RELIGION 4000 ASHER HOUSE PO BOX 2159 ESTACADO OR 97023 NONE PC CHARITABLE FOR ANIMAL RESCUE 5000 BETH ISRAEL CONGREGATION PO BOX 13249 JACKSON MS 392363249 NONE PC CHARITABLE FOR RELIGION 1000 BRIDGEPORT FIRE COMPANY 72 W 4TH STREET BRIDGEPORT PA 19405 NONE PC CHARITABLE FOR COMM. FIRE COMPANY 1000 CEASEFIRE PENNSYLVANIA EDUCATION FUND PO BOX 60095 PHILADELPHIA PA 19102 NONE PC CHARITABLE FOR PUBLIC MEDIA 1000 CHOLANGIOCARCINOMA FOUNDATION 5526 W 13400 SOUTH 510 HERRIMAN UT 84096 NONE PC CHARITABLEE FOR MEDICAL RESEARCH 10000 CROHNS & COLITIS FOUNDATION 733 THIRD AVE SUITE 510 NEW YORK NY 10017 NONE PC CHARITABLE FOR MEDICAL RESEARCH 1500 DAILY BREAD COMMUNITY FOOD PANTRY 3938 RIDGE PIKE COLLEGEVILLE PA 19426 NONE PC CHARITABLE FOR FOOD PANTRY 5000 DELAWARE RIVERKEEPER NETWORK 925 CANAL STREET 7TH FLOOR SUITE 3701 BRISTOL PA 19007 NONE PC CHARITABLE FOR ENVIRONMENT 1500 DESSIN ANIMAL SHELTER 138 MILLER DRIVE HONESDALE PA 18431 NONE PC CHARITABLE FOR ANIMAL SHELTER 10000 GAUDENZIA INC 106 W MAIN ST NORRISTOWN PA 19401 NONE PC PUBLIC CHARITY 1000 GREEN AMENDMENTS FOR THE GENERATIONS 925 CANAL ST NO 3701 CARLISLE PA 17013 NONE PC CHARITABLE FOR ENVIRONMENT 1500 HADASSAH 40 WALL STREET NEW YORK NY 10005 NONE PC CHARITABLE FOR JEWISH WOMEN 1000 HISTORIC YELLOW SPRINGS INC 1685 ART SCHOOL ROAD PO BOX 62 CHESTER SPRINGS PA 19425 NONE PC CHARITABLE FOR EDUCATION 5080 JEWISH WAR VETERANS 1811 R STREET NW WASHINGTON DC 20009 NONE PC CHARITABLE FOR VETERANS 1000 LAMANCHA ANIMAL RESCUE 855 DOE RUN RD COATESVILLE PA 19320 NONE PC CHARITABLE FOR ANIMAL RESCUE 2500 LAUREL HOUSE PO BOX 764 NORRISTOWN PA 19404 NONE PC CHARITABLE FOR DOMESTIC VIOLENCE 2000 LOWER MERION TOWNSHIP POLICE DEPTOFF SETZER MEM SCHOL FD 71 EAST LANCASTER AVENUE ARDMORE PA 19003 NONE GOV CHARITABLE FOR EDUCATION 1000 MANNA ON MAIN STREET 606 MAIN STREET LANSDALE PA 19446 NONE PC CHARITABLE FOR FOOD PANTRY 5000 MATTIE DIXXON COMMUNITY CUPBOARD 150 N MAIN ST PO BOX 367 AMBLER PA 19002 NONE PC CHARITABLE FOR FOOD PANTRY 5000 MISSION KIDS 180 W GERMANTOWN PIKE SUITE 1 EAST NORRITON PA 19401 NONE PC PUBLIC CHARITY 5000 MITZVAH CIRCLE 2562 BLVD OF THE GENERALS SUITE 100 NORRISTOWN PA 19403 NONE PC CHARITABLE FOR RELIGION 12581 NARBETH AMBULANCE 101 SIBLEY AVENUE ARDMORE PA 19003 NONE PC CHARITABLE FOR COMM. AMBULANCE 1000 NATIONAL BASEBALL HALL OF FAME 25 MAIN STREET COOPERSTOWN NY 13326 NONE PC CHARITABLE FOR ATHLETES 7500 NATIONAL PUBLIC RADIO PO BOX 791490 BALTIMORE MD 212791490 NONE PC CHARITABLE FOR PUBLIC MEDIA 2500 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH ST NEW YORK NY 10011 NONE PC CHARITABLE FOR ENVIRONMENT 40000 NEGRO LEAGUES BASEBALL MUSEUM 1616 EAST 18TH STREET KANSAS CITY MO 64108 NONE PC CHARITABLE FOR AFRICAN-AMER ATHLETES 1000 NEW ISRAEL FUND PO BOX 70358 PHILADELPHIA PA 19176 NONE PC CHARITABLE FOR RELIGION 2000 NORTH SHORE ANIMAL LEAGUE AMERICA 25 DAVIS AVENUE PORT WASHINGTON NY 11050 NONE PC CHARITABLE FOR ANIMAL SHELTER 6000 NURSE FAMILY PARTNERSHIP 1097 COMMERCIAL AVENUE EAST PETERSBURG PA 17520 NONE PC CHARITABLE FOR EDUCATION 1000 OPERATION TINY HOME 620 STEARNS LN OAKLAND OR 97462 NONE PC PUBLIC CHARITY 2000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 100176745 NONE PC PUBLIC CHARITY 3000 PENN STATE DICKINSON LAW STEELE FAMILY LEADERSHIP PROGRAM 150 S COLLEGE ST CARLISLE PA 17013 NONE GOV CHARITABLE FOR EDUCATION 2500 PLAYING FOR CHANGE FOUNDATION 171 PIER AVE NO 271 SANTA MONICA CA 90405 NONE PC PUBLIC CHARITY 2000 PUBLIC BROADCASTING SERVICE 2100 CRYSTAL DRIVE ARLINGTON VA 22202 NONE PC CHARITABLE FOR PUBLIC MEDIA 2500 RELIGIOUS ACTION CENTER OF REFORM JUDAISM 2027 MASSACHUSETTS AVE NW WASHINGTON DC 20036 NONE PC CHARITABLE FOR RELIGION 2000 UKRAINE TRUST CHAIN PO BOX 6142 EVANSTON IL 60202 NONE PC PUBLIC CHARITY 5000 VARIETY CHILDREN'S CHARITY 2950 POTSHOP RD WORCESTER PA 19490 NONE PC CHARITABLE FOR MEDICAL RESEARCH 15000 WHYY 150 N 6TH STREET PHILADELPHIA PA 19106 NONE PC CHARITABLE FOR PUBLIC MEDIA 2500 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 200908204 NONE PC CHARITABLE FOR EDUCATION 1000 WOERTH IT HOLLOW INC 269 COOPER DR KIRKWOOD PA 17536 NONE PC CHARITABLE FOR HEALTH 5000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC CHARITABLE FOR FOOD PANTRY 5000 ZION BAPTIST CHURCH 219 W SPRING AVENUE ARDMORE PA 19003 NONE PC CHARITABLE FOR RELIGION 1000 203161 FERRELLGAS PARTNERS, L.P. 14 14 24246 14 83929 14 16741 RETURN OF PRIOR YEAR GRANTS 1 7000 131916 131916 false false false false false false false false false false TAX PREPARATION FEE 1500 1500 ALLEGHANY CORP 5/18/20 3625% ARBOR REALTY TRUST INC PFD E BANK OF AMERICA CORP 12/22/21 2% BANK OF AMERICA CORP 3/2/22 2.75% BANK OF AMERICA CORP 3/3/22 3.3% BANK OF AMERICA CORP PFD QQ BOEING CO CR SEN SR 11/2/20 3.25% BRISTOL MYERS SQUIBB 11/13/20 1.125% CITIGROUP INC 3/31/21 2% EXXON MOBIL CORP 8/16/19 2.44% FEDERAL AGRICULTURAL MORT PFD G FEDERAL AGRICULTURAL MORG CORP PRE E FFCB CONS BD 2/2/23 4.05% FEDERATED HERMES FLOATING RATE STRAT FEDERATED HERMES TOTAL RETURN BD FD FEDERATED HERMES TOTAL RET GOVT BD FORD MOTOR CO 7/16/99 7.45% GENERAL MOTORS FIN CO 6/22/20 2.75% GOLDMAN SACHS GROUP 4/30/21 2.25% GOLDMAN SACHS GROUP 12/14/21 2% GOLDMAN SACHS GROUP 1/31/22 2% GOLDMAN SACHS GROUP 2/28/22 3% ISHARES CORE AGGREGATE BOND ETF JP MORGAN CHASE & CO PREFERRED MM JP MORGAN CHASE & CO PFD LL JPMORGAN CHASE & CO 9/30/20 1.5% JPMORGAN CHASE & CO 12/22/20 1% QUALCOMM INC GLBL 11/20/20 1.3% RADNOR TWP PA 12/3/20 1.45% RTX CORP 5/18/20 2.25% CHARLES SCHWAB CORP PREFERRED J US WEST COMMUNICATIONS 9/15/95 7.25% VERIZON MD INC 6/16/03 5.125% WELLS FARGO & CO PREFERRED DD AT&T INC AIR PRODUCTS & CHEMICAL INC ALPHABET INC CL A ALTRIA GROUP INC AMGEN INC ANNALY CAPITAL MANAGEMENT, INC APPLE INC ARCHER DANIELS MIDLAND CO BANK OF NEW YORK MELLON CORP BECTON DICKINSON & CO BERKSHIRE HATHAWAY INC CLASS B BRISTOL MYERS SQUIBB CO BROADCOM INC CVS HEALTH CORP CHEVRON CORPORATION CISCO SYSTEMS INC CITIGROUP INC CLOROX CO COMCAST CORPORATION CL A CONESTOGA SMALL CAP INSTITUTIONAL CORNING INC CORTEVA INC CUMMINS INC DISNEY WALT CO DOLLAR GENERAL CORP DOW INC DUKE ENERGY CORP DUPONT DE NEMOURS INC EDISON INTL EMERSON ELECTRIC CO EQUIFAX INC EXXON MOBIL CORP META PLATFORMS INC CL A FASTENAL CO FEDERATED HERMES STRATEGIC VALUE FD FIDELITY NATL INFORMATION SVCS GE HEALTHCARE TECHNOLOGIES INC GE AEROSPACE GE VERNOVA INC GENERAL MILLS INC GENERAL MOTORS CO GENUINE PARTS CO GILEAD SCIENCES INC HARBOR CAPITAL APPRECIATION FUND HASBRO INC HUNTINGTON BANCSHARES INC ILLINOIS TOOL WORKS INC INTEL CORP INTERNATIONAL BUSINESS MACHINES INTERNATIONAL PAPER CO IQVIA HOLDINGS INC ISHARES CORE INTERNATL AGG BOND FUND JOHNSON & JOHNSON KLA CORPORATION KINDER MORGAN INC LAZZARD LTD LENNAR CORP LOCKHEED MARTIN CORP MFS INTL DIVERSIFICATION I MASTERCARD INC MERCK & CO INC MICROSOFT CORP MICROCHIP TECHNOLOGY INC NEWMONT CORPORATION NIKE INC PFIZER INC PHILLIPS 66 PROCTER & GAMBLE CO QUALCOMM INC RESTAURANT BRANDS INTL INC T ROWE PRICE BLUE CHIP GROWTH I SPDR S&P 500 SPDR SERIES TRUST S&P 500 GROWTH SANOFI AVENTIS ADR SCHLUMBERGER SIMON PROPERTY GROUP INC SOUTHERN COMPANY T MOBILE US INC TAIWAN SEMICONDUCTOR MFG LTD TEXAS INSTRUMENTS INC 3M CO TRUIST FINANCIAL CORPORATION US BANCORP UNITED PARCEL SERVICE INC CL B VALERO ENERGY CORP VANGUARD HIGH DIVIDEND YIELD IND ADM VENTAS INC VERIZON COMMUNICATIONS INC VERTEX PHARMACEUTICALS INC WASTE MANAGEMENT INC WEYERHAEUSER COMPANY INVESCO LTD SHARES MEDTRONIC PLC NXP SEMICONDUCTORS N V ASSETS TRANSFERRED TO SUCCESSOR ORGANIZATION, THE HARRIETTE STEELMAN & CHARLES L. TABAS PERPETUAL CHARITABLE TRUST. LEGAL FEES 115338 115338 ACCRUED INTEREST 10944 LOSS ON SALE OF 170 SHS AT&T INC 80 LOSS ON SALE OF 15 SHS BECTON DICKINSON & COMPANY 905 LOSS ON SALE OF 10 SHS BECTON DICKINSON & COMPANY 506 LOSS ON SALE OF 5 SHS BECTON DICKINSON & COMPANY 284 LOSS ON SALE OF 10 SHS BECTON DICKINSON & COMPANY 716 LOSS ON SALE OF 10 SHS BECTON DICKINSON & COMPANY 746 LOSS ON SALE OF 17.411 SHS GENERAL MOTORS CO 104 LOSS ON SALE OF 10.7729 SHS GENERAL MOTORS CO 130 LOSS ON SALE OF 75 SHS INTEL CORP 1694 LOSS ON SALE OF 40 SHS INTEL CORP 728 LOSS ON SALE OF 50 SHS INTEL CORP 594 LOSS ON SALE OF 85 SHS INTEL CORP 1087 LOSS ON SALE OF 35 SHS INTEL CORP 504 LOSS ON SALE OF 40 SHS INTEL CORP 339 LOSS ON SALE OF 30 SHS INTEL CORP 300 LOSS ON SALE OF 70 SHS INTEL CORP 200 LOSS ON SALE OF 5 SHS T MOBILE US INC 6015 LOSS ON SALE OF 25 SHS 3M CO 458 LOSS ON SALE OF 15 SHS 3M CO 222 LOSS ON SALE OF 20 SHS 3M CO 58 LOSS ON SALE OF 15 SHS 3M CO 48 LOSS ON SALE OF .2 SHS VERSANT MEDIA GROUP INC 10 LOSS ON SALE OF 95 SHS SANOFI SA ADR 465 TRANSFER-STEELMAN TABAS PERPETUAL CHARITABLE TRUST 242225 TRANSFER-STEELMAN TABAS PERPETUAL CHARITABLE TRUST 3389074 ADJUSTING ENTRY 870 EXPENSES DIVIDEND CHARGE 5 5 RETURN OF PRIOR YEAR GRANTS 7000 7000 GAIN ON SALE OF 50,000 GM FINANCIAL CO INC 715 GAIN ON SALE OF 17,000 US WEST COMMUNICATIONS INC 650 GAIN ON SALE OF 560 SHS AT&T INC 36 GAIN ON SALE OF 315 SHS ALTRIA GROUP INC 8191 GAIN ON SALE OF 155 SHS ALTRIA GROUP INC 4714 GAIN ON SALE OF 25 SHS BROADCOM INC 7620 GAIN ON SALE OF 155 SHS GENERAL MOTORS CO 3880 GAIN ON SALE OF 93.1647 SHS GENERAL MOTORS CO 1816 GAIN ON SALE OF 130.2708 SHS GENERAL MOTORS CO 2813 GAIN ON SALE OF 30 SHS INTEL CORP 108 GAIN ON SALE OF 170 SHS INTEL CORP 2042 GAIN ON SALE OF 165 SHS INTEL CORP 1818 GAIN ON SALE OF 180 SHS INTEL CORP 2368 GAIN ON SALE OF 150 SHS NEWMONT CORPORATION 6728 GAIN ON SALE OF 131 SHS PROCTER & GAMBLE CO 9873 GAIN ON SALE OF 4 SHS PROCTER & GAMBLE CO 210 GAIN ON SALE OF 4 SHS PROCTER & GAMBLE CO 165 GAIN ON SALE OF 3 SHS PROCTER & GAMBLE CO 115 GAIN ON SALE OF 3 SHS PROCTER & GAMBLE 98 GAIN ON SALE OF 50 SHS QNITY ELECTRONICS 967 GAIN ON SALE OF 25 SHS QNITY ELECTRONICS 247 GAIN ON SALE OF 15 SHS QNITY ELECTRONICS 62 GAIN ON SALE OF 15 SHS QNITY ELECTRONICS 454 GAIN ON SALE OF 20 SHS QNITY ELECTRONICS 505 GAIN ON SALE OF 20 SHS QNITY ELECTRONICS 803 GAIN ON SALE OF 30 SHS 3M CO 1537 GAIN ON SALE OF 100 SHS VENTAS INC REIT 2970 GAIN ON SALE OF 55 SHS NXP SEMICONDUCTORS N V 2952 GAIN ON SALE OF 30 SHS STATE STREET SPDR S&P 500 10896 FEDERAL EXCISE TAX FYE 3/31/25 201 FEDERAL EXCISE TAX FYE 3/31/26 2100 FOREIGN INCOME TAX WITHHELD 805 805