2025-05-07T08:27:31-04:00 2025-03-31 232039016 MARSHALL BOHORAD THORNBURG PRICE&CAMPION 1940 W NORWEGIAN ST PO BOX 1280 POTTSVILLE PA 179017280 990PF 2024-04-01 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 2025-05-04 true true THOMAS J CAMPION JR P00027851 5706221811 2025-05-04 2024 2025-03-06 01:10:19Z X X 4188716 X X 24679 23664 24679 108157 108157 108157 14004 14004 14004 146840 145825 132836 21067 398 398 1500 1500 2238 25203 1898 0 182346 182346 207549 1898 182346 -60709 143927 132836 104 80 80 65749 315394 315394 2225251 2260385 2781077 1518976 1195749 1081221 10944 10944 3810080 3782552 4188716 0 X 3810080 3782552 3810080 3782552 3810080 3782552 3810080 -60709 106633 3856004 73452 3782552 14004 2001 2001 2001 1800 1800 201 false false false false false false false 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 21067 0 0 NONE NONE N/A 3836242 326905 2581 4165728 4165728 62486 4103242 205162 205162 2001 2001 203161 203161 203161 182346 182346 203161 182346 182346 182346 203161 MID PENN BANK PO BOX 660 POTTSVILLE PA 17901 5705168325 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 PUBLIC CHARITABLE FOR EDUCATION 3500 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET 1100 NEW YORK NY 10018 NONE PUBLIC PUBLIC CHARITY 5000 AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE 1310 L STREET NW STE 200 WASHINGTON DC 20005 NONE PUBLIC CHARITABLE FOR RELIGIOUS FREEDOM 1000 ANTI-DEFAMATION LEAGUE 1500 MARKET STREET PHILADELPHIA PA 19102 NONE PUBLIC CHARITABLE FOR JEWISH RELIGION 3500 ASHER HOUSE PO BOX 2159 ESTACADO OR 97023 NONE PUBLIC CHARITABLE FOR ANIMAL RESCUE 7500 BETHEL AME CHURCH OF ARDMORE 163 SHELDON LN ARDMORE PA 19003 NONE PUBLIC CHARITABLE FOR RELIGION 1000 BRIDGEPORT FIRE COMPANY 72 W 4TH STREET BRIDGEPORT PA 19405 NONE PUBLIC CHARITABLE FOR COMM. FIRE COMPANY 1000 BRYN MAWR THEATRE FILM INSTITUTE 824 W LANCASTER AVE BRYN MAWR PA 19010 NONE PUBLIC CHARITABLE FOR THE ARTS 1000 CHOLANGIOCARCINOMA FOUNDATION 5526 W 13400 SOUTH 510 HERRIMAN UT 84096 NONE PUBLIC CHARITABLEE FOR MEDICAL RESEARCH 10000 CROHNS & COLITIS FOUNDATION 733 THIRD AVE SUITE 510 NEW YORK NY 10017 NONE PUBLIC CHARITABLE FOR MEDICAL RESEARCH 1500 DAILY BREAD COMMUNITY FOOD PANTRY 3938 RIDGE PIKE COLLEGEVILLE PA 19426 NONE PUBLIC CHARITABLE FOR FOOD PANTRY 2000 DELAWARE RIVERKEEPER NETWORK 925 CANAL STREET 7TH FLOOR SUITE 3701 BRISTOL PA 19007 NONE PUBLIC CHARITABLE FOR ENVIRONMENT 2500 DESSIN ANIMAL SHELTER 138 MILLER DRIVE HONESDALE PA 18431 NONE PUBLIC CHARITABLE FOR ANIMAL SHELTER 15200 ELMWOOD ZOO 1661 HARDING BLVD NORRISTOWN PA 19401 NONE PUBLIC CHARITABLE FOR ANIMALS 5000 GAUDENZIA INC 106 W MAIN ST NORRISTOWN PA 19401 NONE PUBLIC PUBLIC CHARITY 1000 GREEN AMENDMENTS FOR THE GENERATIONS 925 CANAL ST NO 3701 CARLISLE PA 17013 NONE PUBLIC CHARITABLE FOR ENVIRONMENT 2500 HADASSAH 40 WALL STREET NEW YORK NY 10005 NONE PUBLIC CHARITABLE FOR JEWISH WOMEN 1000 HISTORIC YELLOW SPRINGS INC 1685 ART SCHOOL ROAD PO BOX 62 CHESTER SPRINGS PA 19425 NONE PUBLIC CHARITABLE FOR EDUCATION 2500 JEWISH WAR VETERANS 1811 R STREET NW WASHINGTON DC 20009 NONE PUBLIC CHARITABLE FOR VETERANS 1000 LAMANCHA ANIMAL RESCUE 855 DOE RUN RD COATESVILLE PA 19320 NONE PUBLIC CHARITABLE FOR ANIMAL RESCUE 2500 LAUREL HOUSE PO BOX 764 NORRISTOWN PA 19404 NONE PUBLIC CHARITABLE FOR DOMESTIC VIOLENCE 2000 LOWER MERION TOWNSHIP POLICE DEPTOFF SETZER MEM SCHOL FD 71 EAST LANCASTER AVENUE ARDMORE PA 19003 NONE PUBLIC CHARITABLE FOR EDUCATION 1000 MANNA ON MAIN STREET 606 MAIN STREET LANSDALE PA 19446 NONE PUBLIC CHARITABLE FOR FOOD PANTRY 5973 MATTIE DIXXON COMMUNITY CUPBOARD 150 N MAIN ST PO BOX 367 AMBLER PA 19002 NONE PUBLIC CHARITABLE FOR FOOD PANTRY 5000 MERCY SHIPS PO BOX 2020 LINDALE TX 75771 NONE PUBLIC CHARITABLE FOR MEDICAL 5000 MISSION KIDS 180 W GERMANTOWN PIKE SUITE 1 EAST NORRITON PA 19401 NONE PUBLIC PUBLIC CHARITY 5000 MITZVAH CIRCLE 2562 BLVD OF THE GENERALS SUITE 100 NORRISTOWN PA 19403 NONE PUBLIC CHARITABLE FOR RELIGION 7500 NARBETH AMBULANCE 101 SIBLEY AVENUE ARDMORE PA 19003 NONE PUBLIC CHARITABLE FOR COMM. AMBULANCE 1000 NATIONAL BASEBALL HALL OF FAME 25 MAIN STREET COOPERSTOWN NY 13326 NONE PUBLIC CHARITABLE FOR ATHLETES 5000 NATIONAL CONSTITUTION CENTER INDEPENDENCE MALL 525 ARCH STREET PHILADELPHIA PA 19106 NONE PUBLIC CHARITABLE FOR EDUCATION 2000 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH ST NEW YORK NY 10011 NONE PUBLIC CHARITABLE FOR ENVIRONMENT 15000 NEGRO LEAGUES BASEBALL MUSEUM 1616 EAST 18TH STREET KANSAS CITY MO 64108 NONE PUBLIC CHARITABLE FOR AFRICAN-AMER ATHLETES 1000 NURSE FAMILY PARTNERSHIP 1097 COMMERCIAL AVENUE EAST PETERSBURG PA 17520 NONE PUBLIC CHARITABLE FOR EDUCATION 1000 OPERATION SMILE INC 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 NONE PUBLIC PUBLIC CHARITY 5000 OPERATION TINY HOME 620 STEARNS LN OAKLAND OR 97462 NONE PUBLIC PUBLIC CHARITY 2000 PA ENVIRONMENTAL DEFENSE FUND PO BOX 371 CAMP HILL PA 17001 NONE PUBLIC CHARITABLE FOR ENVIRONMENT 5000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 100176745 NONE PUBLIC PUBLIC CHARITY 2000 PENN STATE DICKINSON LAW STEELE FAMILY LEADERSHIP PROGRAM 150 S COLLEGE ST CARLISLE PA 17013 NONE SCHOOL CHARITABLE FOR EDUCATION 2500 PLAYING FOR CHANGE FOUNDATION 171 PIER AVE NO 271 SANTA MONICA CA 90405 NONE PUBLIC PUBLIC CHARITY 2000 REIKICATS HAVEN 661 RIDGE ROAD SHOEMAKERSVILLE PA 19555 NONE PUBLIC CHARITABLE FOR ANIMAL SHELTER 5000 SPOTLIGHT PA 312 MARKET ST 11728 HARRISBURG PA 17108 NONE PUBLIC CHARITABLE FOR NEWS JOURNALISM 1000 UKRAINE TRUST CHAIN PO BOX 6142 EVANSTON IL 60202 NONE PUBLIC PUBLIC CHARITY 5000 VARIETY CHILDREN'S CHARITY 2950 POTSHOP RD WORCESTER PA 19490 NONE PUBLIC CHARITABLE FOR MEDICAL RESEARCH 15000 WIKIMEDIA FOUNDATION INC PO BOX 98204 WASHINGTON DC 200908204 NONE PUBLIC CHARITABLE FOR EDUCATION 1000 WILD FELID ADVOCACY CENTER 3111 E HARSTINE ISLAND RD N SHELTON WA 98584 NONE PUBLIC CHARITABLE FOR ANIMALS 1000 WOERTH IT HOLLOW INC 269 COOPER DR KIRKWOOD PA 17536 NONE PUBLIC CHARITABLE FOR HEALTH 5000 WOMEN'S CENTER OF MONTGOMERY COUNTY 107 E MAIN STREET NORRISTOWN PA 19401 NONE PUBLIC CHARITABLE FOR DOMESTIC VIOLENCE 1000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PUBLIC CHARITABLE FOR FOOD PANTRY 3173 182346 FERRELLGAS PARTNERS, L.P. 14 14 24679 14 108157 14 14004 LAZARD LTD 14 146840 146840 false false false false false false false false false false TAX PREPARATION FEE 1500 1500 ALLEGHANY CORP 5/18/20 3625% 49567 47863 ARBOR REALTY TRUST INC PFD E 18784 12503 BANK OF AMERICA CORP 12/22/21 2% 20000 18805 BANK OF AMERICA CORP 3/2/22 2.75% 15000 14505 BANK OF AMERICA CORP 3/3/22 3.3% 50000 44248 BANK OF AMERICA CORP PFD QQ 10000 7192 BARCLAYS BANK PLC 7/2/20 1.5% BOEING CO CR SEN SR 11/2/20 3.25% 51098 47914 BRISTOL MYERS SQUIBB 11/13/20 1.125% 48722 46243 CITIGROUP INC 3/31/21 2% 50000 45549 ENTERPRISE FINANCIAL SERV CORP PFD A EXXON MOBIL CORP 8/16/19 2.44% 51536 46557 FHLB CONS BD 10/4/22 4.875% FEDERAL AGRICULTURAL MORT PFD G 12651 9800 FEDERAL AGRICULTURAL MORG CORP PRE E 9951 9040 FFCB CONS BD 2/2/23 4.05% 25000 24627 FEDERATED HERMES FLOATING RATE STRAT 37478 34320 FEDERATED HERMES SHORT-TERM INCOME Y FEDERATED HERMES TOTAL RETURN BD FD 100000 81531 FEDERATED HERMES ULTRASHORT BOND FD FEDERATED HERMES TOTAL RET GOVT BD 50000 40506 FORD MOTOR CO 7/16/99 7.45% 15791 19098 GENERAL MOTORS FIN CO 6/22/20 2.75% 49286 49763 GOLDMAN SACHS GROUP 4/30/21 2.25% 50000 44543 GOLDMAN SACHS GROUP 12/14/21 2% 25000 23957 GOLDMAN SACHS GROUP 1/31/22 2% 30000 29234 GOLDMAN SACHS GROUP 2/28/22 3% 30000 28995 HOVNANIAN ENTERPRISES INC PFD ISHARES CORE AGGREGATE BOND ETF 47095 39568 JP MORGAN CHASE & CO PREFERRED MM 10000 7336 JP MORGAN CHASE & CO PFD LL 20000 15960 JPMORGAN CHASE & CO 9/30/20 1.5% 50000 40181 JPMORGAN CHASE & CO 12/22/20 1% 25000 22570 PENNYMAC MORTGAGE INVESTMENT TR RED PUBLIC STORAGE PFD S PUBLIC STORAGE PFD P QUALCOMM INC GLBL 11/20/20 1.3% 48323 45695 QWEST CORPORATION NT RADNOR TWP PA 12/3/20 1.45% 70000 65428 RTX CORP 5/18/20 2.25% 24732 22180 CHARLES SCHWAB CORP PREFERRED J 25000 19400 US WEST COMMUNICATIONS 9/15/95 7.25% 16351 17050 VANGUARD SHORT-TERM CORP BD IDX ADM VERIZON MD INC 6/16/03 5.125% 44368 48452 WELLS FARGO & CO PREFERRED DD 15016 10608 AT&T INC 90359 91797 ABBVIE INC AIR PRODUCTS & CHEMICAL INC 9057 10322 ALPHABET INC CL A 21462 27062 ALTRIA GROUP INC 31524 57019 AMERICAN ELECTRIC & POWER INC AMGEN INC 20277 24924 ANALOG DEVICES INC ANNALY CAPITAL MANAGEMENT, INC 50600 16796 APPLE INC 18141 75524 ARCHER DANIELS MIDLAND CO 26196 24245 BANK OF NEW YORK MELLON CORP 21175 36064 BECTON DICKINSON & CO 12285 11453 BERKSHIRE HATHAWAY INC CLASS B 49759 129950 BRISTOL MYERS SQUIBB CO 13435 13113 BROADCOM INC 5486 33486 CVS HEALTH CORP 23692 22696 CHEVRON CORPORATION 17950 34294 CISCO SYSTEMS INC 26338 38569 CITIGROUP INC 20421 24846 CLOROX CO 24729 23560 COCA COLA CO COMCAST CORPORATION CL A 39043 34317 CONESTOGA SMALL CAP INSTITUTIONAL 30000 39773 CORNING INC 28051 44178 CORTEVA INC 10373 11642 CUMMINS INC 10277 14105 DANAHER CORP DISNEY WALT CO 36700 28623 DOLLAR GENERAL CORP 24983 29896 DOW INC 10106 6809 DUKE ENERGY CORP 5037 6098 DUPONT DE NEMOURS INC 10965 13442 EDISON INTL 22006 22095 EMERSON ELECTRIC CO 12799 17542 EQUIFAX INC 14690 17049 EXXON MOBIL CORP 19947 40436 META PLATFORMS INC CL A 10077 23054 FASTENAL CO 5148 7755 FEDERATED HERMES STRATEGIC VALUE FD 20000 27938 FIDELITY NATL INFORMATION SVCS 17152 18670 FISERV INC GE HEALTHCARE TECHNOLOGIES INC 27776 24213 GE AEROSPACE 19247 51038 GE VERNOVA INC 4926 19233 GENERAL ELECTRIC CO GENERAL MILLS INC 18252 23019 GENERAL MOTORS CO 194687 106147 GENUINE PARTS CO 17998 21445 GILEAD SCIENCES INC 30606 50422 GSK PLC ADR HALEON PLC ADR HARBOR CAPITAL APPRECIATION FUND 60000 71161 HASBRO INC 30911 26748 HUNTINGTON BANCSHARES INC 26419 26523 ILLINOIS TOOL WORKS INC 8411 11160 INTEL CORP 38698 22029 INTERNATIONAL BUSINESS MACHINES 15068 31082 INTERNATIONAL PAPER CO 18267 24808 IQVIA HOLDINGS INC 14922 14104 ISHARES CORE INTERNATL AGG BOND FUND 33477 29994 JPMORGAN JOHNSON & JOHNSON 19149 19901 KLA CORPORATION 12310 23793 KINDER MORGAN INC 13797 23680 LAZZARD LTD 26729 73610 LENNAR CORP 13039 12052 LOCKHEED MARTIN CORP 12410 13401 MFS INTL DIVERSIFICATION I 45000 55621 MASTERCARD INC 6438 10962 MCDONALDS CORP MERCK & CO INC 19981 23786 MICROSOFT CORP 9717 11262 MICROCHIP TECHNOLOGY INC 14888 13071 NEWMONT CORPORATION 20314 24381 NIKE INC 37689 25709 PFIZER INC 47508 33956 PHILLIPS 66 10320 14200 PROCTER & GAMBLE CO 12521 24711 PUBLIC SVC ENTERPRISE GROUP INC QUALCOMM INC 20005 46083 RESTAURANT BRANDS INTL INC 27394 26656 T ROWE PRICE BLUE CHIP GROWTH I 40000 50382 SPDR S&P 500 33274 55939 SPDR SERIES TRUST S&P 500 GROWTH 19978 32148 SANOFI AVENTIS ADR 5154 5269 SCHLUMBERGER 27784 25916 SIMON PROPERTY GROUP INC 9160 13286 SOUTHERN COMPANY 14940 20689 T MOBILE US INC 7219 1334 TAIWAN SEMICONDUCTOR MFG LTD 9895 18260 TEXAS INSTRUMENTS INC 14101 19767 3M CO 21366 23498 TRUIST FINANCIAL CORPORATION 27569 27365 US BANCORP 59340 55942 UNITED PARCEL SERVICE INC CL B 27154 24198 VALERO ENERGY CORP 10591 19150 VANGUARD HIGH DIVIDEND YIELD IND ADM 20000 32419 VENTAS INC 13809 20628 VERALTO CORP VERIZON COMMUNICATIONS INC 62831 73256 VERTEX PHARMACEUTICALS INC 5219 12121 PARAMOUNT GLOBAL CL B WALGREENS BOOTS ALLIANCE INC WARNER BROS DISCOVERY INC SER A WASTE MANAGEMENT INC 4484 30096 WEYERHAEUSER COMPANY 15588 14933 INVESCO LTD SHARES 12490 11908 LAZARD LTD A SHS MEDTRONIC PLC 49771 53017 NXP SEMICONDUCTORS N V 9554 10453 LEGAL FEES 398 398 ACCRUED INTEREST 10944 10944 LOSS ON SALE OF 22 SHS MILLROSE PROP INC CL A 47 LOSS ON SALE OF 15 SHS MILLROSE PROP INC CL A 32 LOSS ON SALE OF 25 SHS DANAHER CORP 27 LOSS ON SALE OF 30 SHS DOLLAR GENERAL CORP 995 LOSS ON SALE OF .75 SHS GE VERNOVA INC 10 LOSS ON SALE OF 26.25 SHS SOLVENTUM CORP 879 LOSS ON SALE OF 860 SHS PARAMOUNT GLOBAL CL B 13295 LOSS ON SALE OF 410 SHS WALGREENS BOOTS ALLICANCE 11028 LOSS ON SALE OF 800 SHS ENTERPRISE FINANCIAL SERV 4536 LOSS ON SALE OF 1,000 SHS HOVNANIAN ENTERPRISES 6896 LOSS ON SALE OF 600 SHS PENNYMAC MORTGAGE INVEST 3720 LOSS ON SALE OF 1,000 SHS PUBLIC STORAGE PFD 7248 LOSS ON SALE OF 1,119 SHS QWEST CORPORATION PFD NT 14045 LOSS ON SALE OF 1,476 SHS GSK PLC ADR 2290 LOSS ON SALE OF 4,050.584 SHS FED HERMES FLOATING 2322 LOSS ON SALE OF 2,876.87 SHS FED HERMES S/T INCOME 978 LOSS ON SALE OF 91.178 SHS FED HERMES ULTRASHORT 2 LOSS ON SALE OF 3,357.263 SHS VANGUARD S/T CORP BD 5102 GAIN ON SALE OF 15 SHS DOLLAR GENERAL CORP 255 GAIN ON SALE OF 45 SHS DOLLAR GENERAL CORP 1104 GAIN ON SALE OF 25,000 FHLB CONS BD 10/4/22 4.875 13 GAIN ON SALE OF 100 SHS ABBVIE INC 9756 GAIN ON SALE OF 950 SHS ALTRIA GROUP INC 20407 GAIN ON SALE OF 55 SHS AMERICAN ELECTRIC POWER CO 1000 GAIN ON SALE OF 25 SHS ANALOG DEVICES INC 961 GAIN ON SALE OF 320 SHS COCA COLA CO 7513 GAIN ON SALE OF 60 SHS FISERV INC 8025 GAIN ON SALE OF 120 SHS JPMORGAN CHASE & CO 15546 GAIN ON SALE OF 25 SHS MCDONALDS CORP 1982 GAIN ON SALE OF 85 SHS PUBLIC SVC ENTERPRISE GROUP 1623 GAIN ON SALE OF 7.5 SHS SOLVENTUM CORP 44 GAIN ON SALE OF 8 SHS VERALTO CORP 136 GAIN ON SALE OF 135 SHS WASTE MANAGEMENT INC 26389 ADJUSTING ENTRY 11879 FEDERAL EXCISE TAX FYE 3/31/24 438 FEDERAL EXCISE TAX FYE 3/31/25 1800 FOREIGN INCOME TAX WITHHELD