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 276777707 THOMAS J WEST FAMILY CHAR TRUST C/O MID PENN BANK TRUST DEPARTMENT THOM 5705168325 PO BOX 660 POTTSVILLE PA 17901 MID PENN BANK TRUST DEPARTMENT CO-TRUSTEE 5705168325 2026-05-09 true THOMAS J CAMPION JR P00027851 5706221811 2026-05-09 2025 2025-03-06 01:10:19Z X 959528 X X 4701 4701 22587 22587 9394 9394 9394 36682 36682 12561 530 824 362 13915 362 0 43787 43787 57702 362 43787 -21020 36320 72375 68949 68949 49987 319839 372223 690864 157693 207693 197428 2563 2287 2287 602457 651152 959528 0 X 602457 651152 602457 651152 602457 651152 602457 -21020 71563 653000 1848 651152 9394 505 505 505 440 440 65 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 CO-TRUSTEE 5.00 9474 0 0 JAMES C BOHORAD PO BOX 1280 POTTSVILLE PA 17901 CO-TRUSTEE 1.00 3087 0 0 NONE NONE N/A 838529 68600 2413 909542 909542 13643 895899 44795 44795 505 505 44290 44290 44290 43787 43787 44290 2751 5882 413 14819 23865 43787 43787 503 503 23362 0 2248 21114 5882 413 14819 MID PENN BANK TRUST DEPARTMENT PO BOX 660 POTTSVILLE PA 17901 5705168325 KAREN.KENDERDINE@MIDPENNBANK.COM LETTER FORM, INDICATING THE PURPOSE FOR WHICH THE FUNDS WILL BE USED. N/A N/A AMERICAN CANCER SOCIETY 101 WEST FRACK STREET FRACKVILLE PA 17931 NONE PC MEDICAL 1500 AVENUES FOUNDATION 2 PARK STREET POTTSVILLE PA 17901 NONE PC PUBLIC CHARITY 1620 BLUE MOUNTAIN GRIDIRON CLUB PO BOX 60 ORWIGSBURG PA 17961 NONE PC YOUTH SPORTS 1500 CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NONE PC EDUCATIONAL 50 CRIMSON TIDE FOUNDATION 410 LAUREL BOULEVARD POTTSVILLE PA 17901 NONE PC EDUCATIONAL 1250 DOCTORS WITHOUT BORDERS USA PO BOX 5022 HAGERSTOWN MD 21741 NONE PC MEDICAL 100 DOWNTOWN SHENANDOAH INC 116 NORTH MAIN STREET SHENANDOAH PA 17976 NONE PC PUBLIC CHARITY 5000 FEEDING AMERICA PO BOX 96749 WASHINGTON DC 20077 NONE PC PUBLIC CHARITY 100 FINCA PO BOX 98048 WASHINGTON DC 20077 NONE PC PUBLIC CHARITY 100 GUTTMACHER INSTITUTE 125 MAIDEN LANE 7TH FL NEW YORK NY 100384723 NONE PC EDUCATIONAL 50 HABITAT FOR HUMANITY PO BOX 1729 AMERICUS GA 31709 NONE PC CHARITY 200 HILLSIDE SPCA 51 SPCA ROAD POTTSVILLE PA 17901 NONE PC ANIMAL SHELTER 1500 HUMAN RIGHTS WATCH PO BOX 4803 TOMS RIVER NJ 08754 NONE PC EDUCATIONAL 200 INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 56007 NONE PC CHARITY 100 LEAGUE OF WOMEN VOTERS EDUCATION FD 1730 H STREET NW WASHINGTON DC 200364508 NONE PC EDUCATIONAL 1000 NORTHEAST PA MAN & EMP COUNCIL ONE NORWEGIAN PLZ2ND FL POTTSVILLE PA 17901 NONE PC EDUCATIONAL 13500 OXFAM AMERICA 226 CAUSEWAY ST BOSTON MA 02114 NONE PC PUBLIC CHARITY 100 PENN STATE SCHUYLKILL 200 UNIVERSITY DR SCHUYLKILL HAVEN PA 17972 NONE PC EDUCATION 2500 PLANNED PARENTHOOD FED OF AMERICA 434 W 33RD STREET NEW YORK NY 10001 NONE PC EDUCATIONAL 2000 POTTSVILLE FREE PUBLIC LIBRARY 215 WEST MARKET STREET POTTSVILLE PA 17901 NONE PC EDUCATIONAL 3500 RURAL NEIGHBORHOOD INC 14308 SW 380TH ST PO BOX 343529 FLORIDA CITY FL 33034 NONE PC PUBLIC CHARITY 100 SCHUYLKILL HOPE CENTER PO BOX 96 POTTSVILLE PA 17901 NONE PC PUBLIC CHARITY 500 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36177 NONE PC CHARITY 100 ST JOSEPH CENTER FOR SPECIAL LEARNING 2075 W NORWEGIAN STREET POTTSVILLE PA 17901 NONE PC EDUCATION 6000 USA FOR UNHCR PO BOX 97114 WASHINGTON DC 20077 NONE PC CHARITY 100 WALK IN ART CENTER 220 PARKWAY SCHUYLKILL HAVEN PA 17972 NONE PC EDUCATIONAL 967 WGCU 10501 FGCU BLVD SOUTH FORT MYERS FL 339656565 NONE PC EDUCATIONAL 50 WOMEN FOR WOMEN INTERNATIONAL PO BOX 9224 CENTRAL SLIP NY 11722 NONE PC EDUCATIONAL 100 43787 14 4701 14 22587 14 9394 36682 36682 false false false false false false false false false false TAX PREPARATION FEE 530 CITIGROUP INC FR DTD 4/9/19 3.5% 25000 24889 FHLBC BD DTD 2/3/25 5% 25000 25364 FED AGR MTG CORP PREFERRED E 7470 6351 FED HERMES ADJ RATE IS 10000 10054 FED HERMES INTMD CORP BD INSTL 28525 27214 JP MORGAN CHASE & CO PREFERRED MM 10000 7308 MERRICK BANK CD DTD 1/31/25 4.25% 25000 25092 NORTHERN LEHIGH SD 10/19/22 5.14% 25254 25901 T ROWE PRICE ULTRA SHORT-TERM BOND I 10000 10039 VANGUARD INTERM-TERM INVEST.-GRADE 36444 31662 WELLS FARGO & CO PREFERRED DD 5000 3554 3M CO AT&T INC 3392 4099 ABBVIE INC. 1540 13709 ADOBE INC 3957 3850 ALTRIA GROUP INC. 2795 7207 AMGEN INC. 8137 16365 APPLE INC. 2706 25827 ARCHER DANIELS MIDLAND CO 6071 7186 AT&T INC. BANK OF NEW YORK MELLON CORP. 3576 9287 CHEVRON CORP. 4076 8383 CISCO SYS INC. 5279 14251 CITIGROUP INC 6103 10502 CLOROX CO 6228 4537 COMCAST CORPORATION CL A 4403 3587 CORNING INC. 6984 26268 CSX CORP 5170 15225 CUMMINS INC. 5892 20418 CVS HEALTH CORP 3946 4762 DOLLAR GENERAL CORP 6070 8630 DOW INC. EASTERLY GOVT PROPERTIES INC. 5382 2119 EDISON INTL 5609 5402 EMERSON ELECTRIC CO. 4661 13272 EQUIFAX INC 3860 3255 FRANKLIN SMALL CAP GROWTH FUND ADV 5823 7995 GE HEALTHCARE TECHNOLOGIES INC 9983 13287 GENERAL DYNAMICS CORP. 5637 13466 HALLIBURTON CO 4924 5369 HARBOR CAPITAL APPRECIATION FUND 9478 14811 HASBRO INC. 4410 5740 HOME DEPOT INC. 417 5161 HOST HOTELS & RESORTS INC. 7254 5319 INTEL CORP. INTL FLAVORS & FRAGRANCES 4397 4380 INVESCO DEVELOPING MKTS R6 13758 13264 IQVIA HOLDINGS INC 9994 15779 J P MORGAN CHASE & CO. 2210 11278 JOHNSON & JOHNSON 4288 15521 ELI LILLY & CO. LYONDELLBASELL INDUSTRIES N SHS - A 6485 3464 MCDONALDS CORP. 1462 6113 MEDTRONIC PLC 5030 5283 MICROCHIP TECH INC. 4830 8284 MICROSOFT CORP. 1175 24181 NEWMONT CORPORATION 2959 6989 NEXTERA ENERGY INC. 2280 13648 NIKE INC CL B 5612 5415 NORFOLK SOUTHERN CORP. PARAMOUNT GLOBAL CL B PEPSICO INC. 1604 3588 PFIZER INC. 5021 3859 PHILLIPS 66 5246 6452 PPG INDUSTRIES INC. PPL CORP. 4173 5428 PROCTER & GAMBLE CO. PRUDENTIAL FINANCIAL INC. 2802 3951 QUALCOMM INC. 3588 17105 RTX CORPORATION 2047 10087 SHELL PLC ADR 6377 8818 S&P GLOBAL INC 4788 5226 SPDR FINANCIAL SELECT SECTOR 12599 27385 TARGET CORP. 2558 4888 TEVA PHARMACEUTICAL INDS LTD 7445 4057 TRAVELERS COMPANIES INC. 3218 8702 T ROWE PRICE INTL DISCOVERY I 8081 11705 T ROWE PRICE MID CAP GWTH FD 12539 16884 TRUIST FINANCIAL CORPORATION 5474 6643 UNITED PARCEL SERVICE INC CL B 4933 4960 US BANCORP 7005 10405 VALERO ENERGY CORP. VANGUARD SMALL CAP VALUE ADM 14851 31269 VANGUARD MID-CAP VALUE INDEX ADM 24514 49792 VERIZON COMMUNICATIONS 6363 8146 WAL MART STORES INC. WALT DISNEY CO 5653 6257 WEYERHAEUSER COMPANY 3101 2369 FEDERAL AGRICULTURAL MORT AT COST FED HERMES INTMD CORP BD FD AT COST FED HERMESE ULTRA SHORT BD AT COST FIDELITY INTMD TREAS BOND INDEX AT COST JP MORGAN CHASE & CO PREFERRED MM AT COST VANGUARD I/T BOND INDEX ADM AT COST VANGUARD I/T INV GRADE ADM AT COST VANGUARD S/T BOND INDEX ADM AT COST VANGUARD MID-CAP VALUE INDEX AT COST VANGUARD SMALL-CAP VALUE INDEX AT COST WELLS FARGO & CO. PREFERRED DD AT COST ACCRUED INTEREST 2563 2287 2287 LOSS ON SALE OF 60.000 SHS DOW INC 1757 ADJUSTING ENTRY 91 GAIN ON SALE OF 15.000 SHS APPLE INC 2690 GAIN ON SALE OF 285.000 SHS INTEL CORP 5807 GAIN ON SALE OF 45 SHS JPMORGAN CHASE & CO 8143 GAIN ON SALE OF 20.000 SHS ELI LILLY & CO 15674 GAIN ON SALE OF 15.000 SHS MICROSOFT CORP 5447 GAIN ON SALE OF 30.000 SHS NEWMONT CORP 1524 GAIN ON SALE OF 30.000 SHS NORFOLK SOUTHERN CORP 5191 GAIN ON SALE OF 30.000 SHS PPG INDUSTRIES INC 2055 GAIN ON SALE OF 160.000 SHS PPL CORP 1518 GAIN ON SALE OF 35.000 SHS PROCTER & GAMBLE CO 3437 GAIN ON SALE OF 30.000 SHS 3M CO 1107 GAIN ON SALE OF 35.000 SHS TRAVLERS COMPANIES INC 5353 GAIN ON SALE OF 50,000 US TREAS NTS 1/19/23 4.125 12 GAIN ON SALE OF 25.000 SHS VALERO ENERGY CORP 1577 GAIN ON SALE OF 180.000 SHS WALMART INC 12028 FOREIGN TAX WITHHELD 362 362 2024 FEDERAL EXCISE TAX 22 2025 FEDERAL EXCISE TAX 440